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RH Stock Discussion

10baggerbamm

Apr 16 07:42

$Nasdaq Composite Index (.IXIC.US)$ $NVIDIA (NVDA.US)$ $Nike (NKE.US)$ $RH (RH.US)$ Watch this explanation on the impact and true cost of a tarrif.
https://x.com/jonnajarian/status/1912207594002772039?t=hbBktFaHplC_VMLZ198SlQ&s=19

TWIMO (151403908) : How is NIKE still at 54 when news of 200% tariff is floating? Are big institutions waiting for retail investors to hold the bag?

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10baggerbamm OP TWIMO (151403908) : well Vietnam was one of the first countries to come and meet with President Trump's negotiating team obviously the tariffs will be paid it's not going to be 90% to Vietnam where Nikes manufactured it's going to be at a much lower rate Vietnam won 0% to the US but obviously Trump's not going to do a zero zero deal there has to be money in it for the United States to offset the trade deficit that's how everyone is going to be negotiated what is that crossover point where the trade deficit will be canceled out and the US will be surplus country as a result of the tariffs stacking profits every month going forwards. I suspect that's really what it comes down to because we're not going to be selling Nike shirts and Nike shoes in the United States and it's asinine to think that that would happen. sad truth is it would be much easier setting up a manufacturing plant for Nikes in the United States then foundries and phone manufacturing facilities with massive supply chains that according to Dan Ives will take 10 years to set up properly. obviously president Trump doesn't want our country to be sitting at a table stitch in Nikes so he'll take the tariff money so I think because these companies are in Vietnam that deals probably already done right now and I think that's probably why the stocks being held up at ridiculous levels because the institutions are waiting for the announcement that Vietnam has signed a trade deal in which case you're going to see all of these companies that got punished hard Wayfair Nike Restoration hardware rally

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TWIMO (151403908) 10baggerbamm OP : The previous USMCA took 2 years to put pen to paper 🫣

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10baggerbamm OP TWIMO (151403908) : yeah that's a different administration and you had Congress involved now you have everything done with executive order and Trump, so it's all being fast tracked... and also that usmca was a globalist idea that was put together, this is all Trumps. the destabilization within the markets that we have other countries are experiencing other countries have companies that don't know what the impact is going to be on them from an operational standpoint, so everything that we are experiencing as investors in the United States or if you're a small business owner... that's what's going on in other countries and if you listen to Taiwan semiconductor the CEO last night and you listen to his response he's pretty much saying like look that's between the government of Taiwan and the government of the United States, were a private company we have to comply. every company is in that position of uncertainty and they're going to want to do these deals so that they get closure and they can move forward and get back on track and start ringing the cash register again.
I will also tell you that it's my opinion president Trump needs to get everything done this year because if this Market carries forward next year like this number one we will be in a recession number two and I've said this before multiple times but I'll say it again the Democrats will sweep the Senate and then everything president Trump is trying to accomplish ends it's over because the Senate will be non-stop filibusters everyday for the balance of his term and I don't believe you will get legislation at a time between the house and the Senate where vice president JD Vance has the ability to cast the swing vote in favor of the Republican party. I think president Trump knows this I believe his team knows this they understand it and that's why they are attacking every possible angle at one time because they know there's a limited amount of time that they have to execute this within or their dream their vision is over it's never going to come to fruition.

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Jerry Kronenberg

Apr 10 04:41

Columns Wall Street Today: Nasdaq Comp, S&P 500 and DJIA See Biggest One-Day Gains in Years on Tariff Pause

The Nasdaq Composite, S&P 500 and Dow industrials all scored their biggest one-day gains in years on Wednesday after U.S. President Donald Trump paused much of his massive tariff package on foreign imports for 90 days.
The $Nasdaq Composite Index (.IXIC.US)$ led the way higher, soaring 1,857.06 points (12.2%) to a 17,124.97 close. That's the index's largest one-day percentage gain since 2001, as wel...

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Jerry Kronenberg

Apr 8 04:17

Columns Wall Street Today: DJIA and S&P 500 Sink Yet Again, But Nasdaq Ekes Out Small Gain as Tariff Tiffs Roll On

The Dow Jones Industrial Average and S&P 500 fell yet again on Monday, but the Nasdaq Composite index eked out a small gain as U.S. President Donald Trump's tariff moves continued to roil markets around the globe.
The $Dow Jones Industrial Average (.DJI.US)$ sank 349.26 points (1.9%) to a 37,965.60 close, while the $S&P 500 Index (.SPX.US)$ shed 11.83 ticks (0.2%) to 5,062.25. However, the $Nasdaq Composite Index (.IXIC.US)$ managed t...

Tariff turmoil: How to achieve balance in volatile markets?

Far Out

Apr 5 22:41

$RH (RH.US)$ Hi u all for those of you that followed my prediction and shortted the market; spy, spx, and qqq especially App, CDWR and RH before Trump liberation day congrats we all made some good free money. i cover RH before the market close yesterday but still riding shorts i don't think the market is at the bottom yet especially since after chairman Powell spoke yesterday about uncertainty of the market and China not willing to negotiate withTrump imposing Tariff. So don...

$RH (RH.US)$ trap?

Columns Wall Street Today: Nasdaq, S&P 500 and DJIA All Shed 4% or More on Tariff Meltdown

The Nasdaq Composite Index and Dow industrials both shed more than 1,000 points Thursday and the S&P 500 fell nearly 5% as Wall Street panned U.S. President Donald Trump's announcement of larger-than-expected tariffs on foreign imports.
The $Nasdaq Composite Index (.IXIC.US)$ led the way lower in percentage terms, sinking 1,050.44 points (6%) to 16,550.60. Meanwhile, the $Dow Jones Industrial Average (.DJI.US)$ shed ...

Tariff turmoil: How to achieve balance in volatile markets?

Jerry Kronenberg

Apr 4 01:24

Columns Kohl's, Best Buy, Shopify and Other Retail, Apparel and E-Commerce Stocks Sink on Trump Tariffs

Kohl's, Best Buy, Gap Inc. and the stocks of other clothiers, e-commerce firms and brick-and-mortar retailers tumbled by double-digit percentages Thursday after U.S. President Donald Trump slapped huge tariffs on the foreign-made goods that many sell.
Trump unveiled new tariffs Wednesday after the bell of 10% and up on all imports entering the United States. However, additional reciprocal tariffs of di...

Tariff turmoil: How to achieve balance in volatile markets?

10baggerbamm

Apr 3 22:24

$RH (RH.US)$ I just listened to the conference call if you want to hear a CEO say a few choice four letter words go listen to this conference call

Robert Smith690

Apr 3 22:20

$RH (RH.US)$ has healthy net profits for 4 straight years that I can see. Miss 1 revenue report and 40% of the value vanishes? No way. This is a buy

Jerry Kronenberg

Apr 3 05:06

Columns RH Sinks 25%+ After Hours as Fiscal Q4 Revenues and Non-GAAP EPS Trail Analyst Estimates

$RH (RH.US)$ sank more than 25% after hours Wednesday after the home-furnishings chain missed analyst estimates for its fiscal Q4 revenues and non-GAAP earnings.
RH fell 25.4% to $185.95 shortly before 5 p.m. ET after the firm said it earned $1.58 in adjusted earnings per share on $812.4 million of revenues in the three months ended Feb. 1.
That trailed the $1.91 adjusted EPS and $829.5 milli...