Slope of Hope Blog Posts

Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.

More Than ‘Just a Bubble’

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The Semiconductor Bubble is about over-valuation and momentum, outstanding fundamentals will not stop the correction to come

Note: Never will you read one word of my material that has been edited or altered, let alone written by, AI. It is unfortunate that this even needs to be stated, but it’s out there, folks. Content written by machines. Outside of ‘quant’, you cannot automate real market analysis.

Harken back, if you will, to a time some hazy years ago that I sold Nvidia too soon and neglected to buy it back on its long journey upward, leading the Semiconductor bubble to come by a country mile. I since traded it a couple times, but the real money had been made by others.

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Enough with the Rockets!

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All right, all right, I get it! People have a boner for SpaceX, and they can’t wait until it comes public on June 12th. But Good God almighty, this is like nuclear power in the 1950s: everyone stupidly assumed that everyone would suddenly be employing this technology in their personal lives. This is just nuts, because anything with a rocket attached to it is blasting to preposterous levels.

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EVs on the Shoulder

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For a while, it seemed like a couple of electric vehicle companies had a real chance at carving out their own niche: Rivian (RIVN) and Nio (NIO), both of which were, in their own way, forming strong, long-term basing patterns. In the midst of this raging bull market, these patterns have both eroded away in such a way that the quality of the base has failed, and I suspect these will find their way in the same position as Lucid has: dead in the water.

Rivian
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