Investing Experts

Compelling buys, stellar tech moves with The Financial Prophet

Jul 16, 2025
Victor Dergunov, known as The Financial Prophet, is an investment expert leading a vibrant community on Seeking Alpha. In this discussion, he examines current market dynamics and the impact of monetary policy on the economy. He shares his bullish outlook on tech giants like Tesla and Amazon, while cautioning about loan delinquencies amid the earnings season. Dergunov also anticipates challenges in AI spending and reviews the strength of the U.S. dollar, all while advocating for long-term investment strategies.
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ANECDOTE

Palantir 20X Return Success

  • Victor Dergunov shared his success story with Palantir, which he bought early at $6-7.
  • He turned it into his largest position, achieving a 20X return over two years.
INSIGHT

Unprecedented Market Rebound

  • The market saw an unprecedented rebound with 30% S&P and 40% NASDAQ gains in just three months after April 7th lows.
  • Victor stressed buying aggressively at these lows based on fundamentals and sentiment.
INSIGHT

Victor's Mag Stocks View

  • Victor classifies the 'mags' as Tesla, Google, Amazon, NVIDIA, Apple, Microsoft, Broadcom, and Meta.
  • He favors Google and Amazon as buys, views Tesla as a tech/AI firm with huge long-term potential especially in FSD and robotics, and cautions on Microsoft and Apple valuations.
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