1/30/26 Stock Market tumbles after Fed Pick is announced

This topic has 4 replies, 3 voices, and was last updated 1 month, 2 weeks ago by BigBalls.

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- January 30, 2026 at 6:23 pm #9335
  
  BigBalls
  Participant
  
  Hmm. The market doesn’t like the new guy, Kevin Warsh. Warsh has a reputation of being hawkish on rates as a way to fight inflation. Doesn’t square up with Trumps desire for lower rates.
  
  I’m not too concerned as Trump is definitely careful about hurting the stock market. Trump has proven to be a friend of Wall Street. I’m more concerned about tech stocks being overvalued and a bubble bursting. Dammit, after 18 months of reducing my tech stock exposure, I’m still ballss deep into NVDA, Tesla and Palantir.
- January 30, 2026 at 10:54 pm #9370
  
  RWC
  Participant
  
  Of all people Warsh is a surprise, I sure didn’t see that coming.
  
  Tech stocks are in the stratosphere no doubt and it’s always hard to pick a top in that industry except in 2000 when valuations were just ridiculous.
  If you look at some of the big players since they lead the market you have to wonder if that bubble bursting may have already started.
  
  Oracle, for example may not have bursted but a mini crash might be accurate. In a short period of time a waterfall decline from $345 to currently $164 and change will get your attention. Some claim they don’t like the idea that Larry Ellison is venturing into the motion picture business trying to buy movie studios instead of focusing on just technology so shareholders are bailing. Others say valuation and they are not a leader in AI. Either way we’ve seen a lot of selling.
  
  Microsoft has cratered this past week. The share price of your PLTR has been in distribution going from a high of $207.52 to $146.59. That’s not a meltdown or anything, and at least the selling hasn’t been on heavy volume but it’s a concern when you are a shareholder.
  
  Is this the start of something bigger or is it just tech being tech. One thing that has happened is some of the rotation out of big tech has found its way to value stocks. Moerus Worldwide Value fund is up close to 13% YTD and has zero exposure to tech.
  
  Looks like we have a busy year ahead watching our tech stocks good luck to both of us.
  - January 30, 2026 at 11:33 pm #9378
    
    BigBalls
    Participant
    
    Gold and silver got smashed today too. Something is going on and the insiders are making moves. Yeah, good luck to you too.
    
    We are either going to get rich or we are going to get hammered. Having been hammered before and not beig a big fan of it, I’m watching closely. .
- January 31, 2026 at 1:54 am #9390
  
  Java
  Keymaster
  
  We need to see Carvana crash after the latest fraud report. It’s taken about 10-15% and I bought back a bunch of the shares I could no longer afford to be short on
  
  But I’m still at 10,000
  
  shares short And I really need it to crash like $300 $200 $0
  
  every hundred it drops I make a million 0 I get to keep $4 million but if it goes back up beyond where it’s at I lose
  - January 31, 2026 at 7:44 pm #9417
    BigBalls
    Participant
    Oh shet!!!!! This is huge.
    We talked about the Carvana execs fraud history on this board many months ago. No one can be surprised by the allegation these crooks were cooking the books. We have seen this movie before. Once the Feds start shining the flashlight into the accounting, the collapse begins. I would not be comfortable holding The shorts are going to hammer this stock. This stock could collapse into the 200’s
    
    cut and paste :
    
    Gotham City Research has accused Carvana of overstating its 2023 and 2024 earnings by more than $1b.
    The short seller points to alleged accounting irregularities and undisclosed related party deals with entities tied to the CEO’s family, including DriveTime and Bridgecrest.
    The allegations have triggered new shareholder litigation investigations and a strong rebuttal from Carvana and several analysts.
    The situation raises questions around the quality of Carvana’s earnings and the potential for regulatory or audit actions.
    
    Carvana faces intense scrutiny following allegations from Gotham City Research, claiming the company inflated earnings by over $1 billion due to accounting irregularities. Despite these challenges, some analysts defend the company’s fundamentals and maintain positive ratings.
    Stock Performance: Carvana’s stock recently dropped 20%, erasing year-to-date gains, primarily due to the short-seller allegations and concerns over earnings quality.
    Defensive Analyst Ratings:Despite the controversy, BTIG maintains a Buy rating and a $535 price target, suggesting confidence in Carvana’s long-term potential.
    Margin Concerns: Questions arise regarding Carvana’s high profit margins, with analysts debating whether they stem from core operations or financing activities.
    
    This reply was modified 1 month, 2 weeks ago by BigBalls.
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