To be fair pic is from a prior super- dip.

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Well, I thought of beginning my stock market journey this year and then bam, Deepseek. Bam, tariff wars.

Some market overreaction is going on and I have lost out on gains. Probably should have put a little bit in at a time.

Haven't lost anything. Not selling. Might buy some more shares this week. But I could have made a bit more profit had I waited.

https://preview.redd.it/v2sjftn48vge1.png?width=881&format=png&auto=webp&s=236b68e05c8a83e27ecf8ef5ae63150c8ea0826e

https://preview.redd.it/5gu3vsn48vge1.png?width=714&format=png&auto=webp&s=51a0a60bd7cc43b4797a65b789653be021dbaabc

To avoid the panic selling I’m gonna wait for a week. Screenshot on last Friday market opening

Personally...

American tariffs on Canada and Mexico will lead to higher production costs for cars as imported factor materials become more expensive. If American companies are producing car parts in Mexico/Canada, that will make things even worse. New cars become more expensive --> unaffordable--> old cars more enticing to consumers/increasing number of consumers priced out of getting new cars --> demand for cheap second hand cars rises. Caravana being a used car dealer profits.

Cost push inflation as sweeping tariffs/disrupted supply chains cause price increases for a broad range of products. Cost of living increases. Consumers will have less spending power --> demand for inferior used cars --> up. CVNA benefits.

Possible recession. Contraction due to declining exports due to retaliatory tariffs. Uncertainty all around. People spend less and save more. Again, this only benefits value for money companies which sell inferior goods, like CVNA and their used cars.

Do you agree or disagree?

Once a WSB darling and now fallen so low and yet nobody dares to admit it.

I just don't understand this stock anymore. Good news after good news and the stock just falls instead further and further. It was at a peak of $37 last year H2. Then it fell massively. People thought it would bounce around the $20-30 range, then it fell again. People thought $21 was the floor. Then it feel again. Now it's at friggin $18. And people are still hyped for this stock...why??

You can say it's still up from beg of 2024 but the price movement clearly shows a downward trajectory now despite good news after good news.

I understand the business potential but there is CLEARLY something sinister going on behind the scenes. The price movement seems completely inverse of Tesla's as well, in terms of earnings calls. Everytime Tesla reports a loss, the stock shoots up. And we also know Musk is a big competitor against ASTS.

Are there people that are bagholding this stock at like $30+ cost basis. Are you seriously still just holding even after 50%+ in losses? When is too low for you? At $15? At $9? At $1?

On a scale from 1 to 10 how screwed am I?

Oil pays for the bugatti’s oil :D

https://www.reuters.com/markets/currencies/yuan-hits-record-low-mexican-peso-canadian-dollar-tumble-trump-tariffs-2025-02-02/

Just a small hedge. I see a win either way.

Should I sell at open or let it ride all week?

I am already down like 50% of my position, will it live to give me return by end of month?

Also got around 1300 shares, down like 10k right now.

Holding to see it until the month end.

https://preview.redd.it/yvfc8evvttge1.png?width=1102&format=png&auto=webp&s=8ad071d8787f294da06344f4eaf51fba62c1f2a8

RKLB especially, military contracts, and even with a downturn a global reliance on rocket launches to keep everything running. New rocket coming, and the simple longevity of the industry.

ACHR, military contracts and the fact that these things were only going to be sold to the super rich, Dubai etc to start with anyway who will still be able to afford these just to show off.

Their manufacturing costs could go up, but relative to their RnD and other huge costs anyway, it wont be as high a percentage of their total operating costs, plus some will be passed on.

Im not going to write about their P/L etc. etc. you can read that on your own time.

Maybe I am wrong.

Listen up Regards. Buls: I want you to give me the biggest pep-talk of your life convincing me to have diamond hands and it will inevitably recover within my timeline.

Bares: I want to you reply with one of ways: (1) As a genuinely concerned brother trying to explain to his lil bro why he needs to pull out and wear protection next time; or (2) With the most vile, berating, godless regard insults to convince me I shouldn't just get out of NVDA, nor the market, but life itself.

May the best side win, bucking regards.

I might have hooked a big one, boys. 🌈🐻

Should I be worried?