Trading Strategy - Prepare for the Dip - Profit from the Rise

 Here are 5 stocks that could be considered among the best in data storage companies, particularly those involved in data center infrastructure and cooling:

1. Seagate Technology (STX)

Seagate is well-positioned to capitalize on the increasing demand for memory driven by AI requirements. The company has made significant innovations to enhance the affordability and capacity optimization of its products. Their Mozaic 3+ platform, which incorporates heat-assisted magnetic recording (HAMR) technology, allows for drives with storage capacities exceeding 30TB.

2. Western Digital (WDC)

Western Digital has seen its shares double in value over the past year. The company is particularly sensitive to fluctuations in demand, which could be advantageous given the surge in AI data center construction. Their strategic move to separate hard disk drive (HDD) and Flash businesses could unlock additional value.

3. Micron Technology (MU)

While not exclusively a data storage company, Micron is a key player in memory chip manufacturing, which is crucial for AI data centers. Their high-performance memory products are essential for constructing efficient data centers. Micron's solid-state drives (SSDs) tailored for data centers are expected to gain traction as AI data center expansion continues.

4. Alphabet (GOOGL)

Although primarily known for its search engine and other services, Alphabet's Google Cloud division is a significant player in the cloud storage and data center space. Google Cloud has been generating positive operating profits, suggesting strong growth potential in this sector.

5. DigitalOcean (DOCN)

While smaller than some of the tech giants, DigitalOcean is carving out a niche in providing cloud infrastructure and software services to small businesses and startups. Their focus on this underserved market segment could provide unique growth opportunities as more businesses transition to cloud-based solutions.

These companies are well-positioned to benefit from the growing demand for data storage and processing capabilities driven by AI advancements. However, it's important to note that stock performance can be influenced by various factors, and thorough research should be conducted before making any investment decisions.

Stock Market Trends

Own the majors - NVDA - MSFT - GOOG - AMZN - META - AAPL

and

Data storage companies, especially coolant data storage centers are a need to have. The data centers are a must to own, they are part of core infrastructure of AI.

and

Think globally. - like ASML and SAP

and don't forget to

Enjoy the ride.

Trading strategies - NG -

 

“As a manual trader, should I fear automated/algo trading?”

I received this question from a guy, who was interested in the impact of algo trading.

And who was fearing for his survival as a manual trader.

There is all this talk about how algos are the end for manual traders. 

Here's why you should not fear algos/automated trading:

I have heard this argument for many years. Some believe that algos will rule trading and eliminate the manual trader... 

... yet we and many other traders are still trading profitably. 

Of course, you must improve your game and be more selective with your trading.

And if you are, there are still many plays where you will have an edge. 

A lot of algos are written by programmers who have not learned how to actually trade and thus are destined to fail. 

You can’t just crunch numbers and expect to be a profitable trader. 

As mankind has proven over and over:

Human emotion will trump even the best of automated intentions. 

Algos will continue to become more used. And there is a fortune to be made in using them. 

But there isn’t a program that can be developed and which will be set-and-forget. No algos will work until the end of your days. 

Just like no manual trading strategy will work forever.

There are just too many variables in the markets. 

Respect algos. But don't fear them. In fact, instead of being fearful, embrace it.

Use the new developments in the market space, such as algos, to improve as a trader.

Learn more about how it works.

And if you can’t beat them, join them.

It’s not a law that you can only do manual trading OR algo trading. 

With the right mindset, you can do both.

Trading - Now is how, and how is now.

Mental well-being through self-compassion.

"Trading becomes a lot harder if you don’t value yourself, back yourself or like yourself. Yet that’s exactly what the market does to you, it erodes your sense of self-worth.

That’s why ‘self compassion’ is so important.

You have to have your own back. Nobody else is going to have it for you."

Maximus Decimus Meridius

 Happy Fifth Birthday!

Self-improvement - "What will I gain if I let this go?"