Stocks100

US stocks in deep bear market action....

2026-10-25T01:23:00.819-07:00

US stock market is in a drip drip lower mode breaching every moving averages with conviction.

Where is the support IS the big question.....

Support may be around 200 DMA.....

Except for Oil, Healthcare related stocks its all downhill.

What is required is extremely high CONVICTION & PATIENCE which is in short supply these days.

You must look forward 30 days from here and know what MAY work, that takes lot of doing, deep analysis and technical know how.

Here is how my last week ended :

Last week Down 11.46%.....

Here is my portfolio weighting on 200% exposure, high exposure based on my belief in Gold & Silver which has about 54% weighting:

GDXJ 31.33%

AMDL 26.48%

SLVR 22.52%

SPAX 11.36%

GGLL 8.31%

BLOG does NOT give buy or sell.

Saleem

US stock market in " bear mode "

2026-10-19T23:41:35.120-07:00

US stock market has made a complete U TURN form super bull market to "BEAR market "

Many top AI related stocks have turned sharply lower almost 40% lower....

A bear market is confirmed @ 20% lower...

This does NOT bear well for year end results....which could be further down down...

There is NO sign of strength in any of leading AI or non AI stocks.....

Leadership is totally undefined @ this stage...

Just REDUCE your exposure is the first step, as not too many can withstand more losses which could come quickly.

Here is my result from last week :

Last week Down 15.5%

YTD UP 73.71%

Here is my portfolio weighting from 190% exposure

GDXJ 41.45%

AMDL 21.43%

SLVR 19.11%

GGLL 7.74%

SPAX 7.00%

ARMA 3.27%

BLOG does NOT give buy or sell.

PS...there was internet issue thus 1 day delayed BLOG.

Saleem

US Stock market hard for traders....

2026-10-11T00:41:20.745-07:00

US stock market is giving a " new reality check to traders "

It NOT easy to trade anymore...

From seasoned technical traders to average traders, It has been a " rough ride "

US market has completely changed, nothing follows technical or fundamental patterns, its SPURTS & FADES

Only way I have managed, I stayed with few stocks which has done well.

Figure out what is working most of the time.....

Here is how my las week ended :

Last week Down 5%

YTD UP 89.21%

Here is my portfolio weighting on 194% exposure :

AMDL 28.47%

GDXJ 27.38%

SLVR 19.97%

GGLL 11.46%

MU.TO 8.30%

ARMA 4.42%

BLOG does NOT give buy or sell.

Saleem

Sold IONL, ONDL & added everything into AMDL

2026-10-07T09:47:17.465-07:00

Sold IONL @ $13.34

Sold ONDL @ $4.80

Put all proceeds & more into AMDL average cost $86.73 ..my largest position.

Portfolio AMDL ARMA GDXJ GGLL SLVR

BLOG does NOT give buy or sell.

Saleem

Bought AMDL @ $86.95.....

2026-10-06T04:57:16.342-07:00

Bought AMDL @ $86.95 in pre market.

Portfolio AMDL ARMA GDXJ GGLL IONL ONDL SLVR

BLOG does NOT give buy or sell.

Saleem

Bought ONDL @ $5.42

2026-10-06T02:49:11.183-07:00

Bought ONDL @ $5.42

Portfolio ARMA GDXJ GGLL IONL ONDL SLVR

BLOG does NOT give buy or sell.

Saleem

US market rally running out of steam.....

2026-10-04T00:58:42.315-07:00

US stock market is rallying hard on good inflation data, BUT it may not last.

Inflation is very sticky and may not ease anytime soon....

Try to take advantage of any rally / strength as booking profit has to be " job 1 "

This market is tough for most traders as rally is extremely narrow....

Strategic trading must be in focus ...

Go for quick trade and wait for next opportunity.....

Nothing is predictable or seasonal any more, market has changed completely....

Here is how my last week ended :

Last week down 5.41%

YTD UP 94.21%

Here is my portfolio weighting on 193% exposure :

GDXJ 38.99%

SLVR 28.75%

GGLL 15.73%

ARMA 8.50%

IONL 8.03%

BLOG does NOT give buy or sell.

Saleem

Sold SPAX @ $10.95......

2026-10-02T07:03:03.213-07:00

Sold SPAX @ $10.95

BLOG does NOT give buy or sell

Saleem

Bought ARMA, IONL, added 100% GGLL

2026-10-02T06:33:46.135-07:00

Bought the following before open in pre market :

Added 100% GGLL @ $97.90

Bought ARMA @ $16.82

Bought IONL @ $15.86

Portfolio ARMA GDXJ GGLL IONL SLVR SPAX

BLOG does NOT give buy or sell.

Saleem

Sold AMDL, MU.TO, MVLL & SNDU.....

2026-10-01T19:45:34.445-07:00

Sold MU.TO in Toronto just before close @ $47.96

Sold AMDL in NYSE @ $80.08 seconds before closing.

Sold MVLL after hours @ $36.88

Sold SNDU after hours @ 27.03

Felt it was time to book profit, considering hyper volatility in market.

Current portfolio GDXJ GGLL SLVR SPAX

Currently I am @ an exposure of 117%.....with heavy emphasis on Gold & Silver which has not worked out so far.

Good luck with the most important Q of investing cycle.

My comfort / confidence level is NOT as upbeat as I like it to be.

BLOG does NOT give buy or sell.

Saleem

US stock market marching to its own rhythm....

2026-09-26T22:58:09.794-07:00

US stock market has surprised many by making new all time highs but also in many stocks.

AMD is the new star on AI horizon, skeptics keeps pointing to old PE comparison with NVDA?

NVDA & AMD are 2 different stocks with different focus on growth & currently AMD has MOMENTUM & FOMO

AMD has outperformed NVDA by horrendous %...still no one believes it....

US market is getting ready to reward old AI winners wit new Q results....

MU is next on deck with Wednesday night delight....

US stock market is clearly showing where the growth IS and where money can be made....

Here is how my last week ended :

Last week UP 17.54%

YTD UP 99.62%

Here is my portfolio weighting on 225% exposure...highest in many many years:

AMDL 26.66%

GDXJ 24.93%

SLVR 18.49%

MU.TO 9.00%

SPAX 6.31%

MVLL 5.61%

GGLL 4.72%

SNDU 4.28%

Please note that my gold & silver exposure stands @ 43.42% of my portfolio......

BLOG does NOT give buy or sell.

Saleem

US stock market in bull mode.....

2026-09-20T02:11:48.355-07:00

US stock market has finally gotten over Fed phobia, not all interest rate hikes are the same.

More clarification coming this week from Fed speak, stay tuned,

AI & Semis has completed its digestion / pullback / correction....all clear for now...

AI fear is @ its speak in terms of what it can do IF not properly placed in a " sandbox "

Many experts are debating potential controls which IS a good thing.

We should see a good October to January time in stock market based on historical trendline, increasing exposure may not be a bad idea.

Here is how my last week ended :

Last week UP 20.44%

YTD UP 82.08%

Here is my weighting on 163% exposure :

GDXJ 35.46%

AMDL 29.38%

MU.TO 11.69%

GGLL 6.80%

MVLL 6.79%

SNDU 6.08%

SPAX 3.82%

BLOG does NOT give buy or sell.

Saleem

US stock market ready to rally…

2026-09-13T05:18:02.927-07:00

US stock market has just about discounted just about every known challenges in the last 6 months.

With new Fed Chief and expected hike, we should rally after that much awaited decision on Wednesday.

Some war goes on & on like Ukraine

Iran situation may be facing similar drag.

But investing / trading may be much more challenging.

No more simple buy & hold or day trade environment.

Many AI themes have been played out already, they are all mature trades 10% +-

So it’s back to basics

Study fundamental first then technical picture, combination of both should be productive.

Here is how my last week ended :

Last week UP 6.11%

YTD UP 61.64%

Here is my portfolio weighting on 129% exposure:

AMDL 31.98%

GDXJ 19.47%

MU.TO 14.22%

SPAX 11.56%

MVLL 8.13%

GGLL 8.12%

SNDU 6.52%

BLOG does NOT give buy or sell.

Saleem

US stock market stable despite many challenges.....

2026-09-05T23:14:21.474-07:00

US stock market showing resiliency despite sky high inflation worldwide and interest rate hike is in the air, these are not very desirable environment for a roaring stock market.

Iran remains in focus.

Shipping is disrupted with higher shipping rates.

Trade fiasco continues between US & Canada.

World politics is in a flux.

BUT AI related stocks have regained some footing and much more to go.

Best way to approach this stock market is to have long term vision, not a day traders market @ all.

Keep your expectations low, expect 8% gain in a year IF you are lucky.

Here is how my last week ended :

Last week down 3.87%

YTD UP 55.53%

Here is my portfolio weighting on 117% exposure :

AMDL 30.32%

GDXJ 22.03%

MU.TO 16.31%

GGLL 8.95%

SNDU 8.20%

MVLL 8.09%

SPAX 6.10%

PS...today I got my laptop going, still trying to settle in a very different culture in Karachi Pakistan.

BLOG DOES NOT GIVE BUY OR SELL.

SALEEM

NVDA in driver seat of AI phenomenon…

2026-08-30T05:34:18.727-07:00

US stock market is in overdrive again thanks to NVDA giving most bullish guidance not just for next Q BUT for next year.

NVDA guidance is so strong that other AI leaders are being ignored and actually lower across the board.

US stock market VIX in 14 area is a remarkable indicator of how bullish is market undercurrent.

Stay well diversified and show conviction and patience in your AI plays, they keep taking turns in making new highs despite current malaise.

Here is how my last week ended:

Last week Down 10.70%

YTD. UP 58.40%

Here is my weighting on 78% exposure:

AMDL. 47.59%

MU. 24.52%

GGLL. 15.42%

MVLL. 12.53%

SNDU. 9.97%

BLOG does NOT give buy or sell.

Saleem

US market waiting nervously for NVDA earnings…

2026-08-23T00:35:41.314-07:00

US market is extremely jittery ahead of NVDA earnings on Wednesday.

NVDA beat is a given BUT needs to explain all the funding given to many buyers.

I expect NVDA to assure market that there is no more focus on funding anymore purchases or long term commitments.

NVDA guidance to be above expectations.

AI correction was severe as many memory and storage stocks have been beaten down BUT that may change going into Q3 and Q4 strong quarters.

Here is how my last week ended:

Last week down 14.29%

YTD UP 69.10%

Here is my weighting on 77% exposure:

AMDL 46.06%

MU.TO 14.59%

MVLL 14.29%

GGLL 14.24%

SNDU 10.82%

BLOG does NOT give buy or sell.

Saleem

US markets heading into series of new highs…

2026-08-16T03:18:35.127-07:00

US stock market has regained its strength and is heading into series of new highs.

AI related stocks are back in favour and may reach all time highs sooner than later.

Semiconductor stocks are back in favour also.

Correction was fast & severe to many stocks but recovery has started.

A well diversified portfolio is the-best way forward.

Here is how my last week ended :

Last week UP 10.77%

YTD. UP 83.39%

Here is my portfolio weighting on 38% exposure :

AMDL. 36.53%

MU.TO. 29.75%

GGLL. 29.03%

MVLL. 4.69%

BLOG does NOT give buy or sell.

Saleem

US stock market looking better

2026-08-08T17:19:01.396-07:00

US stock market looking much better after bouts of severe profit taking and major downward adjustments in AI related stocks.

Stocks have found their own levels as support.

It has been very tough market for many to navigate through ups & downs of AI phenomenon

Nice to see equilibrium in stock market.

I was in the process of major relocation in my living status.

Have sold my home and in the process of finding my rental space in a much sunnier and warm place.

Was travelling plus living in hotel.

Once I settle down, will give more detail.

Had a nasty fall in Toronto, broke my left wrist, has surgery done…all since July 16 forward..quite a challenging 21 days so far… got my cast and stitches removed overseas..

This is how my last week ended :

Last week. UP 14.08%

YTD. UP 72.62%

Here is my weighting on 20% exposure:

AMDL. 61.41%

MU.TO. 37.71%

MVLL .88%

BLOG does NOT give buy or sell.

Saleem

US stock market Technicals are bad but oversold

2026-08-02T07:37:39.132-07:00

US stock market is in deep oversold condition, thus an oversold bounce is happening.

Do NOT put your celebration hat, rallies are lasting a day only.

Market Internals are absolutely horrible.

Many senior strategists are extremely defensive

This year, market is decidedly bearish.

Do NOT overstay your welcome

Here is how my last week ended.

Last week UP14.25%

YTD UP 58.54%

Here is my weighting on 22.67% exposure

AMDL 42.67%

MU.TO. 33.49%

GGLL 19.28%

MVLL 4.58%

BLOG does NOT give buy or sell.

Saleem

US stock market being oversold

2026-07-26T11:13:22.030-07:00

US stock market has seen better days.

Every rally is being sold.

Every popular stock is under severe selling pressure except AAPL

2026 does NOT look good

There is no way to sugar coat current trading.

Please control your bull it is getting slaughtered on most days

Sticks going below 200 DMA is not a good picture.

Please read the message of this market, It IS bearish.

Here is how my last week ended:

Last week Unchanged

YTD UP 44.29%

Here is my portfolio weighting on 32% exposure:

AMDL. 47.46%

MU. 33.92%

GGLL. 14.11%

MVLl. 4.51%

BLOG does NOT give buy or sell.

Saleem

US stock market remains challenging

2026-07-19T06:48:27.567-07:00

US stock market is facing a real test of where investors sentiment is or will be.

Most are puzzled by recent TAPE

Many stocks have retreated below logical pricing losing not only all gains for many but well below key support levels.

Bears never expected this fast retreat from new new all time highs

Extreme caution is what is needed

Fearing this market may not be a bad strategy

Here is how my last week ended

Last week down 22.45%

YTD gains. 44.29%

Here is my weighting on 21% exposure:

AMDL 63.08%

MU.TO 22.68%

MVLL 14.24%

BLOG does NOT give buy or sell.

Saleem

US Stock market...new normal....

2026-07-12T02:08:30.242-07:00

US stock market has gone through a " major change "

RA RA 2022 to 2025 is over....

Its more of a " no nothing market & will remain SO "

Its flat to slightly positive market with " violent swings "

One day UP, next day DOWN is more of a NORM

ALWAYS look @ message of the market...It IS quite LOUD & CLEAR

AI is being adjusted into " mainstream with all its volatilities "

SPCX is coming to earth....

New IPO's to be greeted on MERIT

No MORE guaranteed return on anything

UNDERSTAND & then trade....

COPYCAT day's are over....

Focus on your own CONVICTION & PATIENCE

Here is how my last week ended :

Last Week UP 1.67%

YTD UP 66.74%

Here is my weighting on 36.04% exposure:

AMDL 48.75%

MVLL 23.97%

MU.TO 22.32%

GGLL 4.96%

BLOG does not give buy or sell.

Saleem

US stock market in corrective mode....

2026-07-05T09:15:04.940-07:00

US stock market is showing a rare sector rotation focus.....

Even Technology is NOT behaving in any defined manner....

This IS a difficult market with changing focus on a daily basis...

There are few ways one can deal with " uncertain AI environment "

Reduce exposure

Stay in strong acting stocks

Get rid of weak ones

I have done all of the above with the changing / uncertain investment climate

Here is how I ended last week :

Last week Down 23.20%

YTD UP 65.07%

Here is my weighting on 30.79% exposure :

AMDL 40.81%

MVLL 30.80%

MU.TO 27.83%

GGLL .56%

BLOG does NOT give buy or sell.

Saleem

US stock market facing " unfriendly investing cycle "

2026-06-28T08:18:08.832-07:00

After all the momentum we have witnessed, suddenly something is scaring most participant, It IS the scenario of " higher interest rates staying higher much much longer "

High interest rates have killed most bull market, this time, It may be NO DIFFERENT....

Technically many so called leaders all " pulling back 12% or so " NOT a pretty picture....

10% down is a correction...

20% down is a bear market....

By the time its all said & done 20% pullback is quite doable.....high probability

YES...you can do quick trade here & there BUT DO NOT live in HOPE.....

I have reduced my exposure " substantially " & removed more than house money.....

Here is how my last week ended :

Last week Down 23.41%

YTD UP 88.71%

Here is my weighting on 42% exposure :

AMDL 45.36%

MRVU 34.88%

SNDU 19.76%

BLOG does NOT give buy or sell.

PS ....last week I had record number of BLOG visitors 76,000+++ in one day.....Thanks to all new visitors....

Saleem

US stock market in major momentum.....

2026-06-21T06:06:32.718-07:00

US stock market is showing " major momentum " as US Iran sort out mini issues...

YES...there will be violations of this agreement, part of regrouping.....

BUT stock market keeps chugging along as IF there is no issues in the deal....

AI related stocks have outperformed markets in an "unbelievable % "

Many players are ignoring this AI phenomenon as IF its a passing phase whose time is UP & GONE...

AI is here to stay and should be part of everyone focus

Sometimes " biggest opportunities are staring " @ us daily...BUT we chose to ignore...

Please get with the AI program ASAP....

Here is how my last week ended :

Last week UP 10.44%

YTD UP 112.12%

Here is my weighting on 141% exposure :

GGLL 36.18%

AMDL 22.59%

MUU 16.99%

QCML 9.53%

SNDU 7.52%

TSLL 4.40%

AAOG 2.79%

BLOG does NOT give buy or sell.

Saleem