{"id":38721,"date":"2026-11-08T07:33:00","date_gmt":"2026-11-08T07:33:00","guid":{"rendered":"https:\/\/catalinx.ro\/wordpress\/?p=38721"},"modified":"2026-11-07T19:14:53","modified_gmt":"2026-11-07T19:14:53","slug":"vai-vai-vai-a-cazut-sfanta-bursa-ie-pa-jos","status":"publish","type":"post","link":"https:\/\/catalinx.ro\/wordpress\/?p=38721","title":{"rendered":"Vai-vai-vai, a c\u0103zut Sf\u00e2nta Burs\u0103, ie p\u0103 jos 🍆🍆🍆🫟🕸️🍑"},"content":{"rendered":"
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Momentan e fake ca Black Friday.
To’ma acuma, c\u00e2nd e black fraierday la emag, sau a\u0219a am auzit, c\u0103 n-am mai intrat pe site-ul \u0103lora de ceva vreme, nu cred c\u0103-i pas\u0103 nim\u0103nui cum nu-mi pas\u0103 mie de burs\u0103
Aaaaannywhore, ni se vinde ca \u0219i c\u00e2nd e cine-\u0219tie-ce pr\u0103bu\u0219ire – s-a spart bula veree<\/a>, uit\u0103-te la lum\u00e2nareee-, la chestie care pare, momentan, o corec\u021bie controlat\u0103.
To\u021bi \u0219tim c\u0103 cei \u201d7 magnifici\u201d fac lab\u0103 \u00een cerc \u0219i afecteaz\u0103 toat\u0103 pia\u021ba.
\u0218i pe partea cealalt\u0103 e cu \u201dacuma e momentul, v\u00e2nd fraerii, buy, buy buy!\u201d. B\u0103.
To\u021bi handicapa\u021bii fac astrologie pe burs\u0103 – uite aici \u0219i aici \u201dpivot, pivot, oscila\u021bie, suport cu ascendent \u00een v\u0103rs\u0103tor.\u201d <\/p>\n\n\n\n

( \u0218tiu explica\u021biile matematice la fluctua\u021biile graficelor, dar sunt f\u0103r\u0103 relevan\u021b\u0103, c\u0103 pe grangurii care declan\u0219eaz\u0103 mi\u0219c\u0103rile \u0103stea \u00eei doare \u00een pul\u0103 de pivo\u021bii \u0219i nivelurile de suport pe care \u00eei viseaz\u0103 to\u021bi anali\u0219tii de pe youtube.

Aud peste tot acela\u0219i ton -\u201c there is no denial<\/a>, the AI bubble has burst<\/a>\u201d \u0219i grafice care arat\u0103 Nvidia pe av\u00e2ntul pr\u0103bu\u0219irea cu c\u0103dere de . 50-60%, nu \u0219tiu ce!<\/p>\n\n\n\n

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B\u0103, graficul corect arat\u0103 a\u0219a – Acuma nvda e doar un pic desumflat. La 181 d\u0103 dolaari \u0219i un EPS de $5, adic\u0103 un P\/E de 36, adic\u0103 banii \u00eenapoi \u00een 36 de ani. Pe l\u00e2ng\u0103 c\u0103 c\u0103catele \u0103stea de companii care nu dau dividende \u0219i doar fac pump and dump servind ca propt\u0103 de equity pentru camagna\u021bii triliardari s\u0103 se poat\u0103 imprumuta bani, ca s\u0103 nu declare profit \u0219i s\u0103 nu pl\u0103teasc\u0103 taxe au un model gre\u0219it la care nu ar trebui s\u0103 aderi, c\u0103 nu e \u00een regul\u0103 \u00een nicio galaxie, s\u0103-\u021bi pui tu chez\u0103\u0219ie portofoliul t\u0103u de investi\u021bii, adic\u0103 portofelul t\u0103u, pentru bun\u0103starea miliardarilor , c\u0103 vor abuza de el.
Da \u0219tiu, tu e\u0219ti \u0219mecher \u0219i \u0219tii c\u00e2nd s\u0103 vinzi, presupun c\u0103 ai v\u00e2ndut mar\u021bi NVDA, nu? Nu?<\/p>\n\n\n\n

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Nici m\u0103car nu e un semnal de buy – nu pentru c\u0103caturile \u0103stea oricum. Cred c\u0103 se mai \u00eencearc\u0103 un pump.
La alte asseturi merge, dar nu la P\/E de ordinul a 30 pe companii care nu dau dividende. Pot cump\u0103ra o companie cu P\/30, nu-s fericit s-o fac, dar pot, dac\u0103 d\u0103 dividende consistente de mai mult de 3.5% pe an. Dac\u0103 nu, s\u0103 fac\u0103 bine s\u0103 sug\u0103 pula , sau P\/E \u00een jur de 15. La S&P 500 P\/E median e aproape 26<\/a>, n-a sc\u0103zut sub 20 cu tot cu burst c\u0103 nu e niciun burst, ci doar o mic\u0103 b\u0103\u0219in\u0103 puturoas\u0103, momentan. Mai e dezumflat!
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\u0218i \u0219tirile din Rom\u00e2nia discut\u0103 de cum s-au \u0219ters 2500 de miliarde de dolari.<\/a> Gen de unde s-au \u0219ters, m\u0103. Cine a pl\u0103tit fix banii \u0103ia \u0219i nu mai sunt. Sigur, unele fonduri indexate or s\u0103 piard\u0103 bani, pensii private, 401k in US ( e OK c\u0103 se bag\u0103 \u0219i \u00een Rom\u00e2nia mizerii din \u0103lea cu obliga\u021bie s\u0103 cumperi ETF-uri, muie \u0219i flegme, sper s\u0103 nu fie legea cu obliga\u021bie c\u0103tre ETF, c\u0103 \u0103ia sunt direct gur\u0103-n pul\u0103 cu grangurii \u0219i v\u0103 fut banii fix cu scheme din \u0103stea, sun retorica c\u0103 ei cump\u0103r\u0103 \u201dindex\u201d \u0219i nu e vina lor c\u0103 companii care abuzeaz\u0103 bursa sunt suprareprezentate – c\u0103 normal c\u0103 dac\u0103 e\u0219ti retardat nu po\u021bi s\u0103 iei asta \u00een calcul \u0219i s\u0103 reduci expunerea, normal. C\u00e2nd e cu parand\u0103r\u0103turi), dar e OK.
M\u0103 uitam \u0219i eu la mine \u00een portofolii pe toate platformele, la pensioara mea cum ar veni. \u0218I se vede
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c\u00e2nd te ui\u021bi a\u0219a la 5\/165 iese 3% randament – SLAB, FOARTE SLAB . \u0218i sunt de acord, pentru c\u0103 pia\u021ba e umflat\u0103.
Dar dac\u0103 te ui\u021bi mai cu aten\u021bie la investi\u021biile nete, c\u0103 valoarea portofoliului sunt ni\u0219te cifre inventate – ca \u0219i celelalte cifre, \u0219tiu, doar c\u0103 banii primi\u021bi dividende sunt palpabili, pot s\u0103 merg \u00een vacan\u021b\u0103 de ei, nu una scump\u0103, dar pot – e alt\u0103 poz\u0103. Un pic.
Unu din portofolii are randament la dividende cam 4% din investi\u021bie – nu s-a terminat anul.

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La americani, unde a fost bula mai mare, iar eu nu prea vreau s\u0103 cump\u0103r bule pe c\u00e2t posibil, c\u0103 de aia m\u0103 duc dup\u0103 P\/E nu dup\u0103 specula pizdii, este la 4.35%
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La rom\u00e2ni nu conteaz\u0103 , c\u0103 e infla\u021bia c\u00e2t pula mea de mare. M\u0103 laud, c\u0103 n-o am io at\u00e2ta.
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Ce vreau s\u0103 spun e c\u0103 e stupid s\u0103 te ui\u021bi s\u0103 buy the dip.
Am zis-o pe aia cu Black Friday la \u00eenceput c\u0103 e acela\u0219i model.
Au fost umflate evalu\u0103rile \u0219i pia\u021ba a cump\u0103rat la pre\u021buri nejustificat de mari, iar micile corec\u021bii sunt prezentate drept crash \u0219i discount \u0219i viseaz\u0103 c\u0103 se umple bursa de dispera\u021bi s\u0103 cumpere bula.
Dac\u0103 ceva ce te atrage oricum iar acum e la pre\u021b mai bun OK, dac\u0103 nu, nu fi black fraier pe burs\u0103.<\/strong>
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P.S. Nu m\u0103 \u00eentreba\u021bi de CE platform\u0103 \u0219i unde v\u0103d \u0103stea c\u0103 mi-am f\u0103cut platforma mea de analiz\u0103, bine, m\u0103 laud, mai mult claude, eu am scris fix 2 linii de cod. <\/em><\/p>\n\n\n\n

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Momentan e fake ca Black Friday. To’ma acuma, c\u00e2nd e black fraierday la emag, sau a\u0219a am auzit, c\u0103 n-am mai intrat pe site-ul \u0103lora…<\/p>\n","protected":false},"author":2,"featured_media":38722,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[3499],"tags":[7738,7737,6769,7739],"class_list":["post-38721","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economie","tag-ai-bubble-burst","tag-avantul-prabusira","tag-bursa","tag-dividende"],"views":32,"jetpack_publicize_connections":[],"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p4Eq23-a4x","jetpack-related-posts":[],"jetpack_featured_media_url":"https:\/\/catalinx.ro\/wordpress\/wp-content\/uploads\/2026\/11\/Vai-vai-vai-a-cazut-Sfanta-Bursa-ie-pa-jos_38721_0322e.jpg","_links":{"self":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/38721","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=38721"}],"version-history":[{"count":1,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/38721\/revisions"}],"predecessor-version":[{"id":38746,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/posts\/38721\/revisions\/38746"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=\/wp\/v2\/media\/38722"}],"wp:attachment":[{"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=38721"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=38721"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/catalinx.ro\/wordpress\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=38721"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}