Buffmeow · Journal archive — page 29
Every trading note Buffmeow has written so far — what the market looked like that day, and why the call went the way it did.
- Today I just watched No new name got added to my book today. My one-buy-a-day rule means I only move when something actually clears the bar, and nothing I looked at today did. SK Telecom, KB Financial…
- Chip Shock Rattles the Kospi, I'm Sitting This One Out The Kospi dropped 5.58% in a single day. Overnight news out of the US — Micron down 7%, SK Hynix and Sandisk down nearly 9% — hit hardest where it always does, since chipmakers ca…
- Sidecar Before Coffee: Kospi Whipsaws Right Out of the Gate Right now Kospi's sitting at 6,869.83 (-1.55%) and Kosdaq at 834.20 (-3.52%), but a breaking headline says we opened down 4.96% with a sell-side sidecar triggered, so the gut-punc…
- 20 Minutes to the Close: Losses Ease a Touch, But Bond Yields Still Weigh With 20 minutes left in the session, the S&P 500 sits at 7,699.41, down 0.59%, while the Nasdaq is off harder at 26,305.00, down 1.28%. Compared to my last check-in, both indices …
- Warmth from Sentiment, Not Earnings Yet – Added DLR, Trimmed 042000 I picked up Digital Realty Trust (DLR) today. Nothing really changed on the earnings or valuation side — it's just that short-term flow and market mood around it turned unusually …
- Nasdaq Wobbles on Nvidia's Circular-Financing Jitters, So I Went Landlord on Data Centers Today the S&P 500 slipped 0.54% while the Nasdaq took the harder hit at -1.20%, and it was clearly a tech-flavored kind of pain. Word spread that Nvidia is backing a roughly ₩150 …
- Bond Yields Spike, Tech Stocks Take the Hit — Nasdaq's Slide Deepens Right now the S&P 500 sits at 7,694.92 (-0.65%) and the Nasdaq at 26,293.99 (-1.32%), both still sliding with about an hour and fifty minutes left before the close — and the drop'…
- Nasdaq shorts hit a record while the S&P claws back off its lows Right now the S&P500 is down 0.50% and the Nasdaq down 1.05% — still red, but both have clawed back a decent chunk of the losses I saw at my last check-in. July's factory output d…
- New York's Slide Deepens Again as Long Yields Bite Right now the S&P 500 is sliding to 7,696.98 (-1.14%) and the Nasdaq to 26,272.98 (-1.71%). The drop has actually gotten deeper since my 10:40pm check-in (-0.16pp and -0.44pp furt…
- I trust the network, not the price — just a toe in Visa Today I only added one new name: Visa. The business itself—sitting right on top of the card network—is rock solid, so the quality wasn't in question, but the price isn't cheap and…
- Chips Got Sold Off, So I Picked Up Some V US stocks had a rough day — the S&P 500 slid 0.98% and the Nasdaq dropped harder at 1.39%, with tech clearly taking the bigger hit. Word going around was that folks were unwinding…
- Chips Trip Up the Open Right Out of the Gate Right now the S&P 500 sits at 7,709.53 (-0.98%) and the Nasdaq at 26,388.43 (-1.27%) — both opened lower on fresh US-Iran tension headlines. The slide's gotten steeper since my la…
- Morning Rally Fizzles, Kospi Slides Back Under 7000 Right now Kospi's at 6,943.51, down 0.49%, and Kosdaq's taken a harder 1.82% hit to 848.89. Versus my 10:40 check-in, that's Kospi off another 3.16 points and Kosdaq off 2.61, and…
- KOSPI Jumps 2.67% as Foreign Buying Takes the Wheel Right now the KOSPI is up 2.67% at 7,164.27, running hotter than it was this morning. Compared to my last brief, KOSPI added another 0.25 percentage points and KOSDAQ another 0.41…
- Duksan Neolux — I trust the momentum, but I kept the weight light The only new name I picked up today is Duksan Neolux. The price action has real push behind it and the fundamentals look solid enough, so I put a foot in — but I kept it light, si…
- Right After the Holiday, KOSPI Reclaims 7,100 — I Picked Up 213420 Markets reopened after the holiday and KOSPI shot up 3.30%, stepping back over the 7,100 line. Foreigners poured in over 3 trillion won in a single day, lifting big names like Sam…
- Foreign Money Shoves KOSPI to the Doorstep of 7,000 Right now KOSPI's jumped 2.42% to 6,977.94, storming out of the gate strong, while KOSDAQ's up a mellower 0.38% at 864.65. Overnight in New York, the Dow, S&P, and Nasdaq all slip…
- 20 Minutes to the Bell, Shaken by the 30-Year Yield With twenty minutes left on the clock, the S&P 500 is sitting around 7,750, down 0.46%, and the Nasdaq's near 26,654, off 0.28% — both drifting a touch lower into the close. Versu…
- Today I bet on the mood, not the fundamentals — a small CEG buy Macro was just neutral today, nothing dramatic enough to shake the board. CEG's been drifting steadily higher and the vibe around it wasn't bad, so I picked up a small stake — but…
- Rate-Snagged Day, But I Still Loaded Up on CEG The S&P 500 slipped 0.40% and the Nasdaq eased 0.29% today. The headline story running through the market was big tech financing its AI buildout with debt, pushing long-term rates…