Investment Meet on SATURDAY, 7/3/21

My next Investment Meet will be taking place on SATURDAY, 7/3/21 at 4pm PST.

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Shesa'a JANUARY 2026 Investment Blog

Welcome to my New Year 2026 Blog Wishing a Happy and wonderful New Year 2026 to all my log readers. Let’s hope the market continue to grow in 2026! A recap of 2025 The year 2025 started with a small downturn but subsequently market started picking up till February 20. After that, tariff fears emerged and on April 2, 2025, Donald Trump declared his " Liberation Day " to and announced new tariffs on imports aimed at reducing trade deficits and reviving U.S. industry. That scared the stock market like hell and stocks started dropping like rocks until April 8. Subsequently, Trump declared some relaxation period for the countries to negotiate on tariff. This enlightened the market and started picking up till October 8 and we saw one of the best September (Nasdaq up 5.61%), that defied the typical “September Effect”. Historically, November happens to be one of the best month but Wall Street had some plan. The circular financing, debt financing and AI stock’s valuation issues e...
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Shesa's FEBRUARY 2026 Investment Blog

Welcome to Shesa’s investment Blog! U.S Stock Market Update As I wrote in my January blog, this year we may see a lot of volatility. And exactly that’s what we have been witnessing. The year started reasonably well but there were dips, again it picked up some steam towards the end of last month. January ended on a positive note for the indexes. However, February started on a rough note. But Dow Jones hit its all-time high and went past 50,000 mark for the first time in history and closed at 50,115.67 . However, despite the good results from big tech companies like META, Google, Apple, AMD the technology stocks got hammered. Microsoft and Amazon’s results were not very encouraging. Wall Street is very concerned about the tech spending . A humongous $700 billion capital expenditures are planned by the tech giants this year.  Amazon: $200 billion Alphabet: $175–185 billion Meta: $115–135 billion Microsoft: $145 billion  Oracle: $50 billion Tesla: $20 billion Such an ...
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U.S. Stock Market Updates - 1|25|26

The stock market remained volatile last week. On Wednesday and Thursday the market was up on the news that President Trump won’t put additional tariffs on EU due to Greenland deal. But ultimately the week ended in a negative note.  US stock indexes for the week ending January 23, 2026 (holiday-shortened, 4 trading days): • S&P 500 : down 0.5% (closed ~6,915.61) • Dow Jones : down 0.6% (closed ~49,098.71) • Nasdaq : up 0.2% (closed ~23,501.24) The market had second consecutive weekly loss for major indexes amid volatility. Intel ( INTC ) declared its Q4 results better than expected beating top and bottom line but guidance was below Wall Street expectations. This stock was on fire and has come down since then. I will be careful on this stock.  EPS : 0.15 vs. 0.8 estimated Revenue : $13.7B vs. $13.4B. Guidance: company said it expected Q1 revenue between $11.7B - $12.7B, and breakeven on EPS which were below Street expectations. My view:  The stock ran too much too ...
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