![[3월15일]-미국주식 커뮤니티동향[WSB]: GLP-1, BMW, 이익, 중국 수요, TSLA, 방산 주식](https://temazu.com/wp-content/uploads/2025/03/photo_2025-03-17_20-35-48.webp "[3월15일]-미국주식 커뮤니티동향[WSB]: GLP-1, BMW, 이익, 중국 수요, TSLA, 방산 주식")
미국커뮤니티 요약
(상세 내용은 하단부에 첨부합니다.)
전반적으로 시장 심리가 엇갈리는 것 같아. 개인적인 이득이나 특정 주식(TSLA, “to the moon” 같은 표현 보니까)에 대한 낙관론이 있는 반면에, GLP-1 공급 증가가 긍정적인 영향을 줬을 수도 있겠네. 하지만 유럽 방위산업 거품 가능성, 중국 수요 부진으로 인한 BMW 영향, 힘겨운 숏 포지션 등 우려도 있는 것 같아. “Green or Red?” 같은 질문이나 “Hooters Index” 같은 특이한 경제 지표가 나오는 걸 보면 시장 방향에 대한 추측도 있는 것 같고.
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미국커뮤니티 상세링크
알겠습니다. 이모티콘 ‘👀’은 있는 그대로 넘기고, 나머지 영어 텍스트는 한국어로 자연스럽게 번역하겠습니다.
👀
Community: wallstreetbets |
Posted by: /u/allislost599 |
Date: 3/15/2025, 9:16:06 AM
Posted by: /u/allislost599 |
Date: 3/15/2025, 9:16:06 AM
submitted by /u/allislost599
– ☹️- ☹️
☹️
Community: wallstreetbets |
Posted by: /u/Phandomtrigger |
Date: 3/15/2025, 11:18:12 AM
Posted by: /u/Phandomtrigger |
Date: 3/15/2025, 11:18:12 AM
submitted by /u/Phandomtrigger
– GLP-1 약물 더 이상 부족하지 않아
GLP-1’s no longer in shortage
Community: wallstreetbets |
Posted by: /u/felectro |
Date: 3/15/2025, 1:59:06 PM
Posted by: /u/felectro |
Date: 3/15/2025, 1:59:06 PM
https://www.yahoo.com/lifestyle/millions-of-people-are-taking-compounded-weight-loss-drugs-now-theyre-about-to-disappear-202621562.html
GLP-1s are no longer in the shortage category. FDA wants to stop production of compounded products. But I’m also reading that HIMS has a workaround for this. What do you guys think?
submitted by /u/felectro
GLP-1s are no longer in the shortage category. FDA wants to stop production of compounded products. But I’m also reading that HIMS has a workaround for this. What do you guys think?
submitted by /u/felectro
BMW, 연간 순이익 37% 급감 발표… “중국 수요 부진” 경고 ⚠️
BMW posts 37% drop in annual net profit, warns of ‘subdued’ Chinese demand
Community: wallstreetbets |
Posted by: /u/Forgotmypass8008 |
Date: 3/15/2025, 4:04:27 PM
Posted by: /u/Forgotmypass8008 |
Date: 3/15/2025, 4:04:27 PM
Puts Go To the Bald spot 💀
submitted by /u/Forgotmypass8008
submitted by /u/Forgotmypass8008
“폭락은 아니야. 그냥 일론이 채찍 맞는 걸 좋아하는 거지.” 🐴
It’s not a crash. Elon just likes to be pegged.
Community: wallstreetbets |
Posted by: /u/Disastrous-Fact-7782 |
Date: 3/15/2025, 5:36:29 PM
Posted by: /u/Disastrous-Fact-7782 |
Date: 3/15/2025, 5:36:29 PM
Trumps policy is as close to pegging as it gets! It turns out billionaires love this.
submitted by /u/Disastrous-Fact-7782
submitted by /u/Disastrous-Fact-7782
– 가즈아 🤩
To the moon we go 🤩
Community: wallstreetbets |
Posted by: /u/Zd_27 |
Date: 3/15/2025, 5:59:36 PM
Posted by: /u/Zd_27 |
Date: 3/15/2025, 5:59:36 PM
submitted by /u/Zd_27
– 올해 시장 수익률에 대해 불평할 수 없지 😌
Can’t complain about my year-to-date gains in this market
Community: wallstreetbets |
Posted by: /u/Imaginary-Meet-4376 |
Date: 3/15/2025, 6:21:26 PM
Posted by: /u/Imaginary-Meet-4376 |
Date: 3/15/2025, 6:21:26 PM
Blessed to have such gains in this sh*t market..
submitted by /u/Imaginary-Meet-4376
submitted by /u/Imaginary-Meet-4376
이번 주 테슬라 주식 거래로 2만 1천 달러 수익 🤑
21k profits trading TSLA this week
Community: wallstreetbets |
Posted by: /u/zech01 |
Date: 3/15/2025, 10:57:25 PM
Posted by: /u/zech01 |
Date: 3/15/2025, 10:57:25 PM
Who cares about a market correction when you have Daddy Musk?
submitted by /u/zech01
submitted by /u/zech01
– 유럽 방위는 거품 속에 있는가? 💭
Is European Defense in a Bubble?
Community: wallstreetbets |
Posted by: /u/The-sly-goat |
Date: 3/15/2025, 11:15:37 PM
Posted by: /u/The-sly-goat |
Date: 3/15/2025, 11:15:37 PM
Alright alright everybody, European defense stocks have skyrocketed over the past two years, fueled by increasing military budgets, geopolitical tensions, and EU-wide rearmament efforts.
but is this sustainable?
Why the Surge?
EU nations boosting defense spending due to security concerns.
Increased military aid to Ukraine leading to record-high order books
New EU defense initiatives mobilizing €800B+ in funding.
Warning Signs of a Bubble?
Extreme Valuations: Rheinmetall’s P/E ratio of ~70, far exceeding industry norms (15-30).
Hype vs. Reality: Market caps rising faster than actual production capacity growth.
Defense Budgets = Political Risk: Future governments may scale back spending once tensions ease.
Do you think we’re in a defense stock bubble, or is this just the beginning of a military-industrial supercycle?
submitted by /u/The-sly-goat
but is this sustainable?
Why the Surge?
EU nations boosting defense spending due to security concerns.
Increased military aid to Ukraine leading to record-high order books
New EU defense initiatives mobilizing €800B+ in funding.
Warning Signs of a Bubble?
Extreme Valuations: Rheinmetall’s P/E ratio of ~70, far exceeding industry norms (15-30).
Hype vs. Reality: Market caps rising faster than actual production capacity growth.
Defense Budgets = Political Risk: Future governments may scale back spending once tensions ease.
Do you think we’re in a defense stock bubble, or is this just the beginning of a military-industrial supercycle?
submitted by /u/The-sly-goat
“월요일 시나리오, 맞춰볼까요? 📈 초록불일까 📉 빨간불일까?”
Let’s Try to Guess Monday’s Scenario: Green or Red?
Community: wallstreetbets |
Posted by: /u/AffectionateMaize523 |
Date: 3/15/2025, 11:44:31 PM
Posted by: /u/AffectionateMaize523 |
Date: 3/15/2025, 11:44:31 PM
I know, predicting the market is mostly nonsense—but I do it for the sake of analysis. The trend suggests that when the majority expects a green day, we get red, and when everyone bets on red, the market surprises us with green.
So let’s test this theory: what’s your call for Monday? Green or red? Drop your thoughts below.
submitted by /u/AffectionateMaize523
So let’s test this theory: what’s your call for Monday? Green or red? Drop your thoughts below.
submitted by /u/AffectionateMaize523
– 방산주, 호황을 누리다 – 앞으로 더 오를 여력이 있을까? 🚀
Defense Stocks Are Booming—Is There Still Room to Run?
Community: wallstreetbets |
Posted by: /u/betsharks0 |
Date: 3/16/2025, 4:02:03 AM
Posted by: /u/betsharks0 |
Date: 3/16/2025, 4:02:03 AM
https://preview.redd.it/h1xog6gshwoe1.png?width=1278&format=png&auto=webp&s=49d93687dd7840e7e030b458e570d305deef1288
So while everyone was busy buying overpriced tech stocks and fighting over Tech crumbs, European defense stocks have been the real Players ?. The sector has outperformed the global market by 5x, and Rheinmetall is basically a legal money printer (+200% YoY).
Why?
Because w$r (or the fear of it) is one hell of a business model. Europe is suddenly remembering that p€ace doesn’t come cheap, and government5 are throwing cash at defense contractors like they just discovered NAT0 has an invoice.
Winners So Far:
🇩🇪 Rheinmetall: +200% (Did Germany just become a defense powerhouse again? Historically, that’s gone great.)
🇳🇴 Kongsberg: +127% (Norway out here making missiles and oil money—diversification king.)
🇮🇹 Leonardo: +112% (Italy cooking more than just pasta.) !?
Still Room to Run?
Expected revenue growth says yes:
🇩🇪 Rheinmetall: +30% per year (We make tanks, we sell tanks, we make more tanks.)
🇫🇷 Dassault Aviation: +21% (Jets go brrr.)
🇸🇪 Saab: +15% (Sweden is supposed to be neutral but also wants to make money—respect.)
What’s Next?
So while everyone was busy buying overpriced tech stocks and fighting over Tech crumbs, European defense stocks have been the real Players ?. The sector has outperformed the global market by 5x, and Rheinmetall is basically a legal money printer (+200% YoY).
Why?
Because w$r (or the fear of it) is one hell of a business model. Europe is suddenly remembering that p€ace doesn’t come cheap, and government5 are throwing cash at defense contractors like they just discovered NAT0 has an invoice.
Winners So Far:
🇩🇪 Rheinmetall: +200% (Did Germany just become a defense powerhouse again? Historically, that’s gone great.)
🇳🇴 Kongsberg: +127% (Norway out here making missiles and oil money—diversification king.)
🇮🇹 Leonardo: +112% (Italy cooking more than just pasta.) !?
Still Room to Run?
Expected revenue growth says yes:
🇩🇪 Rheinmetall: +30% per year (We make tanks, we sell tanks, we make more tanks.)
🇫🇷 Dassault Aviation: +21% (Jets go brrr.)
🇸🇪 Saab: +15% (Sweden is supposed to be neutral but also wants to make money—respect.)
What’s Next?
Europe isn’t going to stop spending on defense anytime soon. If anything, things are just getting started.
The best-performing companies have strong margins and consistent government contracts—less risk of a rug pull.
The real question: How much longer do these stocks run before they get overbought?
Sincerly Any Bets?
submitted by /u/betsharks0
“후터스 지수가 경제를 판단하는 꽤 괜찮은 방법처럼 보이는데. 어떻게 생각해?”
The Hooters Index seems like a solid way to judge the economy. Thoughts?
Community: wallstreetbets |
Posted by: /u/Darth-Spock |
Date: 3/16/2025, 4:31:37 AM
Posted by: /u/Darth-Spock |
Date: 3/16/2025, 4:31:37 AM
submitted by /u/Darth-Spock
“내 숏 포지션에 물려서 현재 손실이 60%인데, 계속 들고 갈까 아니면 지금이라도 손절할까?”
Small short on my share position which I am down 60% – to hold or take profit.
Community: wallstreetbets |
Posted by: /u/IamyourfantasyX |
Date: 3/16/2025, 6:37:34 AM
Posted by: /u/IamyourfantasyX |
Date: 3/16/2025, 6:37:34 AM
Why does the thing have to tip over? Make life hard.
https://preview.redd.it/znza0lm8kxoe1.jpg?width=921&format=pjpg&auto=webp&s=ad5a4225b540825540f6f5db11257637e1374129
submitted by /u/IamyourfantasyX
https://preview.redd.it/znza0lm8kxoe1.jpg?width=921&format=pjpg&auto=webp&s=ad5a4225b540825540f6f5db11257637e1374129
submitted by /u/IamyourfantasyX
– 비율 차트를 사용하여 기회를 식별하기
Using Ratio charts to identify opportunity
Community: wallstreetbets |
Posted by: /u/LarryStink |
Date: 3/16/2025, 8:16:20 AM
Posted by: /u/LarryStink |
Date: 3/16/2025, 8:16:20 AM
I made this write up for a friend who wanted to learn more about trading/investing and how to identify where to put money to work. I figured it could be of use to some of you here who don’t already know.
For determining if stocks are in favor over safe haven assets I use SPY/GLD SPY/TLT These represent the flow of capital and the relative performance of the stock market to gold, and to bonds. When gold and bonds are starting to outperform stocks on a longer time frame like the weekly chart it is a warning sign. And historically the start of a multi year/decade long trend. These things play out over a long time. Which is good because it gives us time to react. The other helpful indicator is XLY/XLP which is consumer discretionary vs consumer staples. Think Amazon, apple, etc. Vs walmart, proctor and gamble, etc. When consumers are tapped and cut back on discretionary spending this ratio chart will show it. Consumers have to still buy staples like food, toilet paper, etc. And so money flows to safety in these stocks as well. (Although they typically only do well for a limited time prior to crashes and don’t necessarily rise in market downturns, they just fall less)
From here if we determine that safe haven assets are starting to outperform its pretty easy and simple on what to do. Move capital out of stocks and into cash, bonds, and gold. How much into each is discretionary and kinda up to you on how much risk you are willing to take on by holding risk assets vs safe havens.
If we determine that stocks are in favor over safe havens, typically during the growth phase of the business cycle and after major market/economic corrections and crashes. This happens when liquidity is pumped into the system via central banks printing money and government issuing debt. They do this to stimulate the economy, create inflation and This is the time to take on risk and buy risk assets. Through out the bullmarket you will see different sectors out perform and to identify that I use a couple different ratios. I like QQQ/DIA to determine if the market likes growth vs value and IWM/SPY to identify market cap outperformance.
And then you can go all the way into the nitty gritty of sectors and in any combination you can compare these names to each other or to the broad market via the SPY
XLY(discretionary) XLP(staples) XLV(healthcare) XLF(financials) XLU(utilities) XLE(energy) XLK(tech) XLC( communication services) XHB(real estate)
submitted by /u/LarryStink
For determining if stocks are in favor over safe haven assets I use SPY/GLD SPY/TLT These represent the flow of capital and the relative performance of the stock market to gold, and to bonds. When gold and bonds are starting to outperform stocks on a longer time frame like the weekly chart it is a warning sign. And historically the start of a multi year/decade long trend. These things play out over a long time. Which is good because it gives us time to react. The other helpful indicator is XLY/XLP which is consumer discretionary vs consumer staples. Think Amazon, apple, etc. Vs walmart, proctor and gamble, etc. When consumers are tapped and cut back on discretionary spending this ratio chart will show it. Consumers have to still buy staples like food, toilet paper, etc. And so money flows to safety in these stocks as well. (Although they typically only do well for a limited time prior to crashes and don’t necessarily rise in market downturns, they just fall less)
From here if we determine that safe haven assets are starting to outperform its pretty easy and simple on what to do. Move capital out of stocks and into cash, bonds, and gold. How much into each is discretionary and kinda up to you on how much risk you are willing to take on by holding risk assets vs safe havens.
If we determine that stocks are in favor over safe havens, typically during the growth phase of the business cycle and after major market/economic corrections and crashes. This happens when liquidity is pumped into the system via central banks printing money and government issuing debt. They do this to stimulate the economy, create inflation and This is the time to take on risk and buy risk assets. Through out the bullmarket you will see different sectors out perform and to identify that I use a couple different ratios. I like QQQ/DIA to determine if the market likes growth vs value and IWM/SPY to identify market cap outperformance.
And then you can go all the way into the nitty gritty of sectors and in any combination you can compare these names to each other or to the broad market via the SPY
XLY(discretionary) XLP(staples) XLV(healthcare) XLF(financials) XLU(utilities) XLE(energy) XLK(tech) XLC( communication services) XHB(real estate)
submitted by /u/LarryStink
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