Trading rund um Wachstumswerte

CCJ hebt gerade ab.

https://finance.yahoo.com/quote/URA/profile?p=URA

CCJ hebt gerade ab.

Grundsätzlich sind auch die Rohstoffwerte sehr stark.

PLTR

M.Stanley  hat vor Monaten auch NIO bei 18 $ zum Verkauf empfohlen.

PLTR @ 23 $ gekauft.



Palantir slides 10% after Morgan Stanley warns on negative risk-reward profile



https://seekingalpha.com/news/3640781-pa...rd-profile

Eine starke Erholung von dem Schock durch M. St.



Auch JMIA.
Leider habe ich nur noch 50 St.
50 St. durch Stopp Loss ausgeknockt.

Das Leiden eines Traders.
Ist denn Pech gleich Pech

Ich war mit SUMO dick im Plus. 
Innerhalb von 2 Minuten war ich im Minus.
Weg mit dem Sch...

James Deporre hat auch mal wieder ein paar interessante Gedankengaenge:

*****
Supply, Demand and Rotation Will Determine Where the Market Heads Next
...
Many complex factors move the stock market, but at its heart it is simple supply and demand. The supply of stocks and the level of non-invested cash ultimately will determine how stocks act.

The thing that has driven the market more than anything in 2020 is the flood of liquidity that was created by the Federal Reserve to deal with the Covid-19 crisis. That high level of liquidity has persisted for months and there continues to be a surge of inflows that is pushing the indices to all-time highs.

....
Here on Tuesday morning we learn that Tesla (TSLA) has filed to sell $5 billion in common stock as there is likely to be a surge in demand for its shares due to the company's addition to the S&P 500 on Dec. 21. There have been a slew of secondary offerings and there are several big initial public offerings (IPOs) on the docket. DoorDash will soak up around $3 billion and Airbnb will have a valuation of around $30 billion.

This additional supply is going to have an impact on the very strong rotational action that we have seen lately. As I've been writing recently the primary rotation that has been taking place is out of some of the standard growth leadership and into stock picking. Sectors such as special purpose acquisition companies (SPACs), electric vehicles, solar energy and biotechnology have benefited as a flood of hot money has chased strong momentum. The rotation is mainly occurring under the surface of the indices and has rewarded those who have reacted quickly and aggressively.

....
https://realmoney.thestreet.com/investin...t-15509399

James Deporre hat auch mal wieder ein paar interessante Gedankengaenge:

*****
Supply, Demand and Rotation Will Determine Where the Market Heads Next
...
Many complex factors move the stock market, but at its heart it is simple supply and demand. The supply of stocks and the level of non-invested cash ultimately will determine how stocks act.

The thing that has driven the market more than anything in 2020 is the flood of liquidity that was created by the Federal Reserve to deal with the Covid-19 crisis. That high level of liquidity has persisted for months and there continues to be a surge of inflows that is pushing the indices to all-time highs.

....
Here on Tuesday morning we learn that Tesla (TSLA) has filed to sell $5 billion in common stock as there is likely to be a surge in demand for its shares due to the company's addition to the S&P 500 on Dec. 21. There have been a slew of secondary offerings and there are several big initial public offerings (IPOs) on the docket. DoorDash will soak up around $3 billion and Airbnb will have a valuation of around $30 billion.

This additional supply is going to have an impact on the very strong rotational action that we have seen lately. As I've been writing recently the primary rotation that has been taking place is out of some of the standard growth leadership and into stock picking. Sectors such as special purpose acquisition companies (SPACs), electric vehicles, solar energy and biotechnology have benefited as a flood of hot money has chased strong momentum. The rotation is mainly occurring under the surface of the indices and has rewarded those who have reacted quickly and aggressively.

....
https://realmoney.thestreet.com/investin...t-15509399

10 St. TSLA kaufen.
Schauen wir mal, wohin die Reise  geht.

10 St. TSLA kaufen.
Schauen wir mal, wohin die Reise  geht.

Eventuell zu bedenken: TSLA bewegt sich schon arg weit weg von so einem einfachen Richtwert wie MA20 oder 50. Ich wuerde jetzt einen moeglichen Pullback gen MA 20/50 eher als normal  oder gar ueberfaellig sehen - weil macht die Aktie immer wieder - dies waeren aber vom jetzigen Abstand schon um die 20%-25% miese bzw SL.
Hatte meine Posi letzte Woche glattgestellt da ja genuegsam , wuerde aber bei so nem PB mit schoenen Setup wieder einsteigen. Vorher aber nicht...

Eventuell zu bedenken: TSLA bewegt sich schon arg weit weg von so einem einfachen Richtwert wie MA20 oder 50. Ich wuerde jetzt einen moeglichen Pullback gen MA 20/50 eher als normal  oder gar ueberfaellig sehen - weil macht die Aktie immer wieder - dies waeren aber vom jetzigen Abstand schon um die 20%-25% miese bzw SL.
Hatte meine Posi letzte Woche glattgestellt da ja genuegsam , wuerde aber bei so nem PB mit schoenen Setup wieder einsteigen. Vorher aber nicht...

Danke . Stopp auf Einstand gesetzt. Geht heute Abend wieder aus dem Depot raus.
Dafür kommt jetzt CYDY ins Depot.
Ventura  hat immer noch den Wert im Depot, glaube ich.

Heute + 30 %. Glückwunsch an Ventura.

Danke.
Man tut was man kann

RUN hat zumindest das Reversal erstmal versemmelt..

Hat zwar ein bisschen tiefer Luft geholt - aber sich noch rechzeitig gefangen, somit das Szenario noch intakt. Wenn der Breakout kommt dann hoffentlich mit Schwung