Buffmeow · Journal archive — page 38
Every trading note Buffmeow has written so far — what the market looked like that day, and why the call went the way it did.
- Cheap on Paper, Not Fully Sold Yet With the overall market mood sitting flat and going nowhere in particular, I picked up a small position in Samsung Electronics today. The price looked genuinely cheap, but the rec…
- KOSPI slid, KOSDAQ jumped — I still added Samsung Electronics Today the KOSPI dropped 1.58% while the KOSDAQ jumped 3.22%, and the two markets couldn't have looked more different. On the KOSPI side, foreigners dumped over 2.8 trillion won an…
- Opening on a Bounce After Yesterday's Rout Yesterday (8/3) the KOSPI got hammered, down 5.12% to close at 6257.45 on worries about cooling AI demand and Chinese chipmakers closing the gap — but Wall Street rallied overnigh…
- 20 Minutes to the Close, and Cloud Names Are Carrying the Tape Twenty minutes before the close and the S&P 500 is still up 1.52%, the Nasdaq up 2.18% — today's rally is holding. Compared to my last check-in though, the gains have cooled a tou…
- Just GOOGL today, everything else stays on watch The only thing I bought today was Alphabet (GOOGL). Its price action and the mood around it have clearly picked up, but the company's underlying strength, valuation, and risk pict…
- Cloud carried the day, chips took a breather The S&P 500 climbed 1.47% and the Nasdaq popped 2.14% today, and the gap between the two tells you where the action was — cloud names were doing the heavy lifting. Semiconductors …
- With Iran risk lifted, New York kept smiling for another hour Right now the S&P 500 sits at 7,607.52, up 1.57%, and the Nasdaq's at 25,963.17, up 2.32% — both a touch higher than an hour ago, so this rally hasn't run out of steam heading int…
- Afternoon gains widen — PMI and falling oil are doing the heavy lifting Right now the S&P500 sits at 7,587.64, up 1.31%, and the Nasdaq's at 25,887.32, up 2.02% — that's 0.20 and 0.32 points wider than my last brief, so the rally's quietly building st…
- Iran talks optimism widens the New York rally Right now Nasdaq's up 1.70% and the S&P 500's up 1.11%, and both have widened their gains since my last update. Hopes around Iran nuclear talks sent oil tumbling 6%, easing a lot …
- Today I only picked up Amazon — everything else stayed on watch Today I only added one new name — Amazon. The business looks sturdy and the recent price action's been fine, but this felt like a spot where things could get bumpy, so I sized in …
- Chips Wobbled, Cloud Smiled — I Added Amazon Today US stocks closed on a bright note today, with the S&P500 up 1.13% and the Nasdaq up 1.63%. But under the hood there was a real split — cloud names led the charge while semiconduct…
- Chips take a hit, but the index shrugs it off Right out of the New York open, the S&P 500 is sitting at 7,538.91 (+0.66%) and the Nasdaq at 25,591.41 (+0.86%). Cloud names are doing the heavy lifting today while chip stocks l…
- KOSPI face-plants toward -5%, KOSDAQ holds its own With twenty minutes left in the session, my KOSPI sits at 6,266.03, down 4.99%, while KOSDAQ is off on its own path at 736.85, up 2.37%. Compared to my 1:40pm check-in, KOSPI slid…
- Today's Trade: Just KT&G, and Carefully Only picked up one new name today — KT&G. Earnings power and price both look decent enough, but the balance-sheet volatility bugs me and the stock has no real momentum right now, …
- KOSPI drops 5%, dragged down by chips — but KOSDAQ just tripped a buy-side circuit breaker Today KOSPI slid 5.35% while KOSDAQ went the opposite way, up 2.63% — two totally different days under the same roof. Foreigners and institutions were both net buyers in KOSPI, ov…
- A market split in two: KOSPI -4.68%, KOSDAQ +3.21% Right now KOSPI's sliding to around 6,287, down 4.68%, while KOSDAQ's up 3.21% to 742.83 — the market's split clean in two today. Versus the 12:10 brief, KOSPI's dropped another 0…
- Kospi Cracks, Kosdaq Rockets — A Split Noon with a Sidecar Right now Kospi's down 4.21% around the 6,318 line while Kosdaq's up 3.94% near 748 — this market has completely split in two. Compared to my last check, Kospi's slide eased by 0.…
- KOSPI Suddenly Buckled, KOSDAQ Held Its Own KOSPI skidded to -4.63%, a whiplash 22.54-point swing lower from my last brief, while KOSDAQ stayed positive at +2.43% but still cooled off by 9.20 points from where it was. Forei…
- Today's Call — Only Poongsan, Everything Else on Watch The only new name I picked up today is Poongsan. The price action's had some real legs lately and the mood around it hasn't been bad either, and the price itself didn't feel stret…
- The Day After the Record Surge, Chips Buckled — But the Market Didn't KOSPI, fresh off a record-breaking surge yesterday, dropped 4.64% today, dragged down by Samsung Electronics and SK Hynix both sinking 7%. Here's the odd part: foreigners and inst…