aren't bears tired of being wrong about everything edition>Some helpful links to numb the painhttps://findahelpline.com/https://www.nvidia.com/refunds/https://www.whitehouse.gov/refundshttps://jlingz.com/>Jobs when it inevitably collapseshttps://jobs.mcdonalds.com/>Educational sites:https://www.investopedia.comhttps://www.khanacademy.org/economics-finance-domain>Financial TV Streams:https://www.newslive.com/american/cnbc.htmlhttps://www.livestreamy.net/bloomberg/>Charts:https://www.tradingview.comhttps://www.finscreener.comhttps://www.portfoliovisualizer.com>Screeners: so you feel like in the movieshttps://finviz.com/https://etfdb.com/>Gambling:https://www.optionsplaybook.com/options-introduction/https://www.optionsprofitcalculator.comhttps://optionstrat.com/https://www.optionistics.com/quotes/option-prices>Pre-Market and Live data:https://www.investing.com/indices/indices-futureshttps://finance.yahoo.com/>Calendarshttps://www.marketwatch.com/economy-politics/calendarhttps://www.earningswhispers.com/calendarhttps://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.htmlhttps://www.mortgagenewsdaily.com/data/building-permits>Boomer Investing 101: so zoomers with meme stocks can outperform youhttps://www.bogleheads.org/wiki/Getting_startedhttps://www.sec.gov/search-filings>Misc smg:https://www.financialjuice.com/homehttps://finance.yahoo.com/trending-tickershttps://market24hclock.com/https://www.dividendchannel.com/drip-returns-calculatorhttps://brokerchooser.com/https://www.chathamfinancial.com/technology/us-market-ratesPreviously on /smg/>>61469808
first for Europe
>>61471786Crazy how those cute women will be bought with just a Mercury dime each in less than 5 years
do you buy tires?
>>61471786Whore fatiguehorefatigue
You didn't hold calls until tomorrow. right anon?
I bought ORCUHow fucked am I?
>>61469892 #I'm intimidated by her penis...
henlo mister jeromethank u for the rate cutsi believe we need more rate cutsplease do emergency rate cutsthank u mister jerome
>>61471818yes
MY NIGVIDEO!
>>61471768It's weird that the market has been so bearish on NVDA recently because NVDA underpins the whole "AI revolution" so if there's skepticism around NVDA it makes no sense that other related stocks would rise or remain neutral instead of falling in line with it, it just shows how schizophrenic the market currently is
>>61471822below average sized female penis desu
>>61471786life imitates art
>>61471809I bought Firestones in June and opted in for their free wheel alignments for life of the vehicle.
Planet Labs chads we did it
Can someone more intelligent than me explain why everything is dipping?
typical sell the news bullshit
>>61471836Their contracts with their production partners are flat, their inventory is increasing, their operating cash flow is down. They've beaten earnings on their receivables. Somebody actually needs to buy their inventory, anon.
>>61471837This bodes even less well for me if true...
>>61471786>>61471808>>61471811Reminder that hoeflation is literally, unironically confirmed to be caused by interest rates that are excessively low: https://en.wikipedia.org/wiki/Hemline_index . Our society is rotting because our leaders refuse to adopt responsible monetary policy. We need rate hikes.
>>61471823>here is the rate cut Trump asked for >you will find out soon that it doesn't help because our tools offer no remedy for schizo fiscal policies >also there is quite some dissent within the fed and we think we're almost done with what we can do>good luck in 2026
>>61471849sorry, that horseshit doesnt deserve its own wikipedia article
>>61471844everyone is freeing up cash to get in to NXDR
>>61471849Rate hikes will usher in austerity in the middle of a trade war with China and multiple proxy wars...
Good thing I held my UVIX sharesI knew these stupid niggers would do this shit
>>61471864You really think the Flappers heading into 1929 were an isolated phenomenon? Hoeflation was as real then as it is now.
>>61471846So you're saying the markets think the current supply of GPUs is enough to achieve the massive valuation of these tech companies and to achieve their AI goals and that their spend on data centres is therefore redundant
>futures
>>61471864Have your animal spirits made you cling to your inflated hoe at the peak of the hoe cycle?
MR JEROME WE ASKED YOU TO STOP MR SNIBS BUT IVE BEEN SNIPPED AGAIN!!!!!!!!!!!!!!!!!!!!!
I'M A SMIGGER!!!!!!!!
>>61471884I think it's overbuilt.
>>61471844>>61471873
>>61471874Yes, that would unironically solve most of our society's problems after a brief difficult period.
>>61471892GET IN THE POT MR. CRAB!!
PleaseI just want ot know why this absolute AFRICAN of a stock which trades in RARE EARTHS always seems to follow what bitcoin is doing. It doesn't make any fucking sense it has nothing to do with bitcoin or crypto WHY DOES IT FOLLOW BITCOIN
>>61471786I love women and I love tummies.
Which brokerage do you guys use?
>>61471878>that dress>wallpaperThe 1920s must have been kino.
>>61471849Hoeflation hass only gotten worse with rate hikes though.
>>61471902But as I have pointed out other companies don't rise and fall in line with the bearish sentiment on NVDA which doesn't make sense if the market thinks NVDA will have flat or decreasing sales then why is it rewarding or neutral towards companies with higher valuation/no decline when they're taking on debt to build more data centres that are supposedly redundant if the AI demand is there and real as the markets says it is then NVDA can't also be underselling GPUs because that would mean the demand isn't there and it's not real the market holds two conflicting opinions
>>61471905You are an idiot. Might as well kneecap ourselves so our enemies can curb stomp our asses so hard we will be a vassal state and live in complete and utter humiliation. The country would forever be felted and cucked. You are fucking crazy, I hate your troglodyte mouth breathing knuckle dragging viewpoint.
>>61471914
>>61471914coinbase
>>61471920That's because regular financial inflation is still going up. Hoeflation and normal inflation are the same thing. They stopped hiking too early, like what happened in the 70s.
If you're not throwing your life savings into NVDA you're never going to retire
>>61471914I'll recommend you one based on your zodiac sign.
What do you guys use to track your portfolio? I've been using 2 separate apps but ideally I'd like something that can do stocks, crypto and real world assets all in one.
>>61471938wealthtracker app is good you just have to manually update it, you could also just login to your broker
>>61471927Or else what, we won't be able to dismantle our industrial base and replace it with a speculative AI bubble instead? Kek, what a retard. High interest rates would fix the capital misallocation problem that we currently have.
>>61471948worthtracker*
>>61471938i just use my broker? no need for anything else reallydo you use schwab or RH?
>>61471934No it's not bitch. Hoeflation has a limit when all women are certified brave new world whores about to go homeless.
>>61471924Suppliers take the margin hit at the top of a CapEx cycle first.
>>61471902>>61471924Just as an example of how can NVDA fall about the same amount as TSMC rises over the last month when the earnings of TSMC is heavily dependent on NVDA if the market is bearish on NVDA why would it not have the same sentiment towards TSMC who actually manufactures their chips representing a large chunk of their sales
>>61471966See >>61471969That isn't happening though
>>61471952>AI bubbleYou have no idea what is at stake. Do you even use AI?
>>61471958Yes I also use my broker but then I also have crypto, gold, silver, land and a business with tangible assets so I'm looking for something where I can have just 1 app instead of 2 + several excel sheets.>>61471948>>61471953Thank you I'll try it out
>>61471976you think its not a bubble?
>>61471980Yes genuinely. We haven't begun to scratch the surface on how it will change things. It's only getting better too.
>>61471849>We need rate hikes.retard cattle
>>61471873Get in boys! Let the good times roll!!!!!>Nanananana nananananana nana >nananananananana na na >Shes got the moves >SHES got the mooooves!
>>61471988Both statements can be true it can be a bubble and change things many years down the track just like the internet and the dotcom bubble
>>61471972But wouldn't TSMC be priced according to a long-duration cycle from utilization of their wafers compared to the NVDA's shorter GPU one?
>>61471988
Why are futures fucked up?
>>61471988I dont knowI havent seen anything really impressive other than silly videos and chatbots
>>61471959Yes, that's called DEflation, which fixes hoeflation. We agree with each other that we need to DEflation to fix hoeflation. Right now we have a policy of INflation.>>61471976Nigger, I make the AI. Don't make me post another timestamp. You shoeshine boys have been conned by a bunch of literal hebrew scam artists.
>>61471786>long humerus>straight, pronounced clavicles>narrow hipsThose are men.
what price should i buy into google at?
>Amazon invests $35 billion into IndiaKek I give them 2 years before they change their minds and pull out when they see indian spaghetti coding fuck up the entire AWS industry lmao
>>61472009$0
>>61471994NVDA is TSMC's second largest customer and might become its largest if NVDA sells less GPUs that in turn means NVDA orders less GPUs to be created that in turn means TSMC makes less GPUs for NVDA resulting in a decline in sales for TSMC and a decline in revenue
>>61471999Checked. Because the future is fucked up.>>61471936I am a sag.>inb4 cash app
>>61471978>he doesn't want several excel sheetsWTF is wrong with you? seriously
(You) bought the bull trap didn’t you?Lmao top was in end of October.People will wise up soon though. It cant crab forever and it won’t stay above 689. You know what that means right?
>>61471849Rates don't matter, all that matters is money stock
>>61472010>everyone knows how bad Windows has gotten>people still scramble to put jeets in all their software positionsI really don't get it
>>61472003Post a timestamp then bitch. Don't make a threat if you don't plan to follow through on it, if you didn't want the smoke then stick to vaping bitch.
>>61472010I don't even think they are coding. from what I understand they are basically refitting clock farms to grade AI output for training models.
>>61472016TSMC still sells its wafers to other clients even if GPUs falter. AI compute demand shifts to custom silicon.
>>61472024struggle all you want your bobussy thirsts for bgc
>>61472017Schwab
>>61472030oh what are people going to buy something else? lmao the important thing is cutting costs
>>61472037TSMC makes the entire GPU for NVDA you fucking spastic what don't you understand? NVDA is its second largest customer if NVDA doesn't sell as many GPUs that means NVDA buys less from TSMC so their sales go down and their revenue
>>61471927>enemiesChina and America/Europe are both controlled by the same (Saturn worshipping) oligarchy, dumdum. Politics is entirely fake and gay
Im thinking tomorrow's a buying day.
I'm so actually pissed. All my tech stocks are deep red (I expected that), but also my bearish options on worthless fashion companies like lulu. What the fuck?
>>61471999US and Europe are asleep.Now I would like to blame everything on the aussies but I think we all know it is Japan selling and repatriating capital.
>>61472037>>61472048Which is why if there is concern around NVDA selling GPUs then the manufacturer of those GPUs, TSMC should also be down but it's up almost as much as NVDA is down that is not rationalNVDA sales down = TSMC sales down = both lose revenue NVDA is over 11% of TSMC's sales
>>61472053Fake and gay can still get you killed! Some of us understand it's all samsara but we still got jobs and homes!
Why do you faggots keep talking about ai and tech companies like they matter still? Buy into real companies like Good YearStop following the hype train beacuse it's about to crash into FAGVILLE - population YOU!
>>61472075>buy my bagsNo thanks
>>61472075Im down 8% on Goodyear
>>61472080nigger i told you to buy into this shit over 30% ago and it's still going up another 25-45% within the year
>>61471969Because it's FAKE.Understand that politics and high finance are not a 'little fraudulent' or 'significantly fraudulent', they are completely fraudulent. Things like the GFC or Theranos aren't 'oppsies' they aren't mistakes, they aren't independent criminal enterprises, they're oligarchy sanctioned, oligarchy conducted bust-outs. Everyone at the top is in on it, THAT is why we go through manias like AI. AI is not particularly useful in its current form, yet every major company is burning money on it, W H Y? "You take a $200 case of booze and sell it for $100" all profit, because it's not their money! The oligarchy are entrenched parasites, squirreled away in the trusted third parties of finance and government.There is no Rich vs Poor, no White vs Black no Gentile vs Jew, only Positive Sum (Economic) Actors (PSAs) vs Negative Sum (Economic) Actors (NSAs). PSAs don't need NSAs, NSAs need PSAs. This is the point of the high finance/politics theatre, NSAs need to hide behind a fictitious veil of meritocracy and democracy to keep PSAs from casting them out. >n-no it’s real to me!Look at the Kirk “assassination”, vid related, does that podium look like scene of a gunshot to the throat? Fake. All of it. Theatre to keep you distracted and docile.Theatre to provide fall guys if you ever revolt.Theatre to manipulate and control.
>>61472083how?
>>61472085yes and your compelling investment thesis was that you use AI to generate slop images
>>61472091because I bought it like a year ago
>>61472088>it's all fake nothing bad happens its all just actors!i mean if they're so ruthless an evil why not just shoot the guy. You think he went to live on a farm or something?
I have 1000 stocks. Im just addicted to buying bigcap stocks. Like Ill see a Papa John pizza ad and then immediately go buy their stock
I think I'm going to be raped tomorrow
>>61472033Show some respect, pleb.
>>61472073Scripted fake and gay, jeet, it's all theatre.
>>61472088>>61472103It's not even close to the weekend but we are full blown schizo posting. That being said, there were a lot of Israelis in Mormon town that day...
>>61472124the schizos break free from their bant containment thread and haunt the living at night
>>61472124sometimes a lil schizo is a good thing
>>61472103Murder carries risk, theatre carries no risk, why murder a nobody talking head when you can stage it and achieve the same trauma on the cattle? Again, watch the video. Fake and gay.
I bought 2 shares of Brkshire B today. Things are getting pretty serious, and I am no longer sidelined. It immediately dumped 1 percent.
>>61472142one day you will witness a 'happening' in person and people online will call it fake and gay and your schizo mind will implode
>futures oracle is down 12%
So I've been bearish forever and lost money shorting and for some reason I decided to go long on Oracle and lost even more money
>>61472189Should be 100%.
>>61472195>28% of their "revenue" has been credit promises form open aiAHHHHHHHHHHHHH
>>61472124>he can't see beyond the shadows on the wallSad.
>>61472189>“Earnings were lifted by a $2.7 billion pre-tax gain from the Ampere stake sale, inflating both GAAP and adjusted EPS.” They missed revenue forecast and only beat EPS because of the financial massaging and not due to revenue from their business
>>61472142>the elites that control the entire world, that wage war on an industrial scale and leave entire populations scattered and dying can't get away with shooting a podcaster infantile sheltered behaviortheatre carries a lot more risk of your actors breaking ranksdon't ever see any of these "crisis actors" coming forward with evidence strange ain't it. Don't tell me they get murdered.
>>61471809Has GT shot its load and has a sidewall bubble that's going to pop, or what is the upside the next 6 months to a year?
>>61472185That video was made and posted by audience member, one day you will witness a "happening" and realize too that it's all fake and gay.
>>61471914>Which brokerage do you guys use?I'm using the one that has all my money. It was tied to my works 401k so I had to use schwab. I like the light blue color theme.
>>61471935>you're never going to retireone anon has like $19 milly mostly in NVDA, pretty sure he can retire
>>61472215what about some random shots of a tent screams fake? I already have and the amount of dumb shit posted online about what I saw and what actually happened confirmed people are retarded herd animals and just repeat/believe what they heard/confirms their bias
>>61471938>What do you guys use to track your portfolio?I just use Excel when I am not logged in. It matches like 99% but does not know when I get interest or dividend payments so only minor adjustments are made like once a month or so.
>>61472214the money shot will happen sometime next week, likely wednesday or friday before closingLots of interest in the $9 strike price for the 19th - it just needs to push past that and hit $9.10 or even better $9.25 or higher. Would be the CUM SHOT.
>>61472206Plato's talking about you and your gay internet culture nigger.
>AVGO's earnings in two days>MU's earnings in seven days
>some irrelevant boomer company missing earnings rugged the entire market
>>61472235are you saying excel tracks your portfolio automatically? how?
>>61471844It's priced in already.
>>61472189>>61472200>Net Income of $6.135 billion, up 38% YoY >$2.668 billion of net income was related to sale of Amphere>EPS would have been ~$1.33 without the gain on sale of Amphere>Software licence revenue down 21%This is why the shares tanked it was a terrible earnings but they have over $523 billion of performance obligation from not just OpenAI but META, MSFT and NVDA(Vendor financing so they buy their GPUs) so if you believe in the AI hype and believe Oracle can deliver then you should buy the dip because the share price will 3x if they deliver
>>61471786What's their OnlyFans?
>>61472245Both are going to have big earnings which are already priced in and the stock will go down. Just like happened to NVDA last month.I have my whole portfolio in RGTZ
>>61472250>how?super easy. list all your stock tickers in a column, select the tickers, go to data tab on top and select "stocks". It should make a table automatically or make a table first then select the data type for the tickers. Then a popup opens and asks which info you want to track the stock to the right of the ticker - open, close, high, after hours, price, volume stuff like that. I did it a long time ago and forget but it was easy. Just watch a youtube vid.
>>61472269lemonparty
>>61472247What? It's a key hyperscaler with financial ties to other large tech companies as the CEO of Google said if one goes down they all go down
>>61471999Oracle proves that AI is actually overexposed and not very profitable. Powell said it would be stupid to lower rates next year. That was your recap.
>>61472275oh i thought you meant it tracked your tradesI'm gonna keep typing in every trade i make by hand the old fashioned way. it's what really makes the flavor of my portfolio pop. It's baked with love
>>61472200Link? I need to see this lol
>>61472285Powell also said the Fed thinks unemployment hit its peak in November and will now go down, we'll see
>>61472289>i thought you meant it tracked your tradesnot sure what you mean, the price data updates automatically like every minute or two, and you can hit the refresh button to get it faster. Is that not fast enough?
>>61471809you goodyear memers are probably going to fail but to be honest with you the last set of tires i bought were goodyear brand. winter tires. they've been fine. not as super grippy as my old michelins but close enough.
>>61472285Jensen Huang openly said it takes three years to build a data centre on average in the US and the jeet CEO of Microsoft said he had ample GPUs sitting on shelves due to lack of data centres to use them in so it will be another two years before the data centres they've started to build even come online so why does the market expect revenue in the near term
>>61472305it doesn't calculate your profit when you sell and how much money you're making does it? such as pic rel
>>61472316Because when you blow a trillion dollars a year on speculative capital investments, you need a really good fucking justification to show that those investments are going to pay off lmao.
henlo please connect me to mister jeromeyes i will hold thank u
>>61472338Yeah but a decent amount of that capex is going towards just the physical construction of these data centres that takes years to build while the market wants instant results, is Wall Street retarded? Why do they think they can have both
>>61472363It's a problem because there was no business case in the first place to build those datacenters. They should have already been showing profits from AI before spending that kind of money. AI companies are losing more money than the GDP of most countries.
>>61471844I believe they call this selling the news
>>61472363>is Wall Street retardedI mean it’s mostly older people who still think these LLM’s are actual AI, plus all the algorithms involved with trading these days makes things pretty nonsensical at times. NVDA should have kept steadily pumping after beating earnings and especially after the China news but it’s crabbing.
>>61472235Finviz is great for tracking unofficial numbers without having to login all the time the way Fidelity does.
>>61472337>it doesn't calculate your profit when you sell and how much money you're making does it?I buy/sell through my brokerage account and then update my Excel spreadsheet and logout. I enter the share count and average price and track cost and individual and total P/L - you just enter the formulas based on the values in the table. The table consists of the columns stock, open, high, low, close and the price is updated automatically. The columns to the right of the 'stock' column is not part of the table (just the way I set up) with calculated columns which automatically update when the price changes. I have different accounts so there are about 25 different stocks in different groups I am just showing the headers and top entry. Just watch some youtube vids to see what it can do, or just log into your account, or have your brokers app on your phone. I dont want it tied to my phone so I do not use it.
>>61472386>NVDA should have kept steadily pumping after the China newsYou may have missed it, but China is keeping their Nvidia import ban in place because they don't want to participate in the AI bubble. That's why it sold off again overnight after the announcement.
>>61472386NVDA earnings have been crabbing due to factors like an over 100% increase in their inventory YoY with NVDA sending out a memo attacking Burry who highlighted this saying that's because they don't deliver stock until they receive payment, they had over $16 billion in stock "sold" with no payment so it's still in their inventory
Green by morning, right?
>>61472404
kek INTCels
>>61472021I've been traveling a lot I want to keep on eye on things without having to pull out my laptop all the time.I found an app by the way its called Delta. Seem to do what I wanted but it keeps pestering me to sign up for the paid version so we will see how long I stick with it.
>>61472400china will buy eventually. they might be skipping a generation as a middle finger/show of strength but nvidia chips are superior to chinese products. they might just want to support domestic industries too, if they are gonna be noncompetitive anyways might as well fill them with domestic chips and incubate their own industry. but it's not because they think it's a bubble. they wanted to buy blackwell chips and negotiated hard to try to get access to better tech.
>>61472400China practices autarky the EU was just raging about this because China doesn't want their exports this isn't even new for decades China imported Western companies to learn how to do things then kicked them out the last big name this happened to I remember was McDonald's, they recently invited Tesla to operate in China which has led to China becoming the world leader in electric vehicles, Tesla will be kicked out soon too
>>61472414Cool head canon, but it's wrong:https://jamestown.org/prc-elites-voice-ai-skepticism/
>>61472418i'll read that later but 2 paragraphs in and it already makes clear that that's a dissenting view, not the actual stance. ai skeptics are not only wrong, they are not in charge of policy.
>>61472431Cope. They have policy of aggressively popping and avoiding bubbles.
bearishness is a personality disorder
>>61471786Look at those big fat juicy pussies on those 2. Id take the left since its less puffy. >Captcha: G2YNN
Is America pumping oil again?
What's up with DNUT
>>61472454wat do u have against donuts?
Uh oh, spaghetti-o!
>>61472511closing at 210 tomorrow, its going to grab at 215 all next week, then it will be back at 220 by January
Its over?
>>61472530Per Oracle's own report on their future earnings NVDA is one of the two largest buyers of their "services"(As well as OpenAI at 28% all on credit) now tell me what "services" is NVDA buying from Oracle? Their software? Buying compute for their non-existent AI? Or is it just blatant vendor financing by NVDA to prop up their GPU sales and after those deals cease from whence does Oracle's future profits come from?
>>61472444So is clinical schizophrenia, but that's not stopping you.
>>61472555Also forgot to mention that under such vendor financing deals a company like Oracle is expected to spend most of that money to buy GPUs from NVDA so that performance obligation only exists on paper and won't materialise into real revenue as it will all be spent
>>61472555>>61472570thats bullish as fuck for NVDA... which is in turn mega bullish for Oracle youre a retard
>>61472578>Companies passing around the same stack of cash as it progressively gets smaller as the a % of stack gets wasted each time a company receives it>Bullish
>>61472586I mean per GAAP...
GM saars.
>>61472589you realize oracle beat earnings right
KEK MARKET
>>61472586Jensen is probably the smartest person on the planet, you seriously think he didnt plan for this contingency ?
Futures are tanking >>61471786Cute
>>61472142sometimes they're all actors and no one dies. like sandy hook.sometimes they're all actors but they also kill people, like the tv doctors during covid.if believing a nice man was killed for real is what finally motivates people to tear down this fake and gay society, then it doesn't matter if the assassination was fake.it was real to me.
>All of Russia’s Porsches Were Bricked by a Mysterious Satellite Outage>The issue is with the vehicle tracking system, a satellite-based security feature meant to prevent theft. Instead, it turned these Porsches into driveway ornaments.Imagine this bearish shit happening to ALL modern cars globally, the whole industry would die out and signal a market crash kek
>>61472608>Futures
>>61472404YesIf not the White House will probably drop something at 11:00 or 1:00 or 2:00 to restart the pump
Behold the true power of AI.
>>61471794>>61471794Based. I've been thinking of moving into the IBEX for South American exposure without the pink tide bullshit.
Why is the coolest and most financially savvy move to make in life nowadays is to record and post yourself committing crime on tiktok? Young kids doing this shit are so baller, I wish I was that cool as a kid.
>ai skeptics are not only wrong, they are not in charge of policyYou talk like chat gpt. Like I know you are a human but it's clear you've used chat gpt so much that it influences the way you speak
>>61472594See >>61472268They actually didn't which is why their shares have tanked without the sale of Amphere their EPS is $1.33 and the expectation was $1.64
>>61472659The pace of technological adoption reflects demonstrated utility — not the anxieties of those who misunderstand the underlying systems.
shill me your stocks
>>61472674The rise and fall of remote work is a perfect example of that not being true.
Rejected after 4 stage job interview process. I had to email them to get a response after 3 weeks. I hope all of them die. Fucking assigment and drilling me over minute bullshit in it
GM. What's your play for today? I am going to continue to tobacco-maxx once my paycheck hits this week.
To buy Oracle dipping today or sell everything and wait some days...What is it guys?
>>61472659i was simply blessed with eloquence and wit. your lack of imagination betrays your dullness.
not even three months ago no one gave a single fuck about oracle or even remembered they existedgarbage nothing burgerjust an excuse to dump and fuck longs so MMs dont have to pay out
The shills are going into overdrive on /pol/ trying to prep people to support an AI bailout against their own interests.
>>61472779You're wrong Oracle is heavily linked with OpenAI and NVDA despite missing their earnings in Q1 26 their share went from $223 on 3rd September to $328 on the 9th of September when they announced deals with OpenAI and NVDA(Vendor finance deal so they buy their GPUs) but since then concerns have emerged about those companies which is why Oracle has been hammered, Oracle is at the centre of the AI boom all these companies have invested heavily in one another especially OpenAI($1.4 trillion in spending commitments on $13 billion revenue) and NVDA(Vendor financing to get these companies to buy their GPUs)
>>61472793oranigger can disappear tomorrow and no one would notice.
I sold oracle 195 puts 5 minutes before close yesterdayI'm going to get financially heemed harder than i've ever been heemed before in my life in about 6 hours
>>61472793$328 on the 10th of September*
>>61472796Better arch that back homie.
>>61472795If Oracle isn't profitable then AI isn't profitable that means they've wasted trillions and are going to waste trillions more but now it's not just free cash flow they're spending but they're taking on debt to fund their capex so expect to see a sell off in tech when markets open
>>61472779that's cope
>>61472813Its fucking Oracle. Chill. We are not at the AI bubble popping time yet. There will be selling off, there will be BOJ bullshit, there will be some other AI company fucking it up tooWe are still on this
why are we dumping?
>>61472819that's cope-cope
>>61472819The AI bubble pops when Oracle fails to meet its debt obligation payments which is why its CDS has climbed to ATHs with investment banks buying them fully expecting Oracle to default
>>61472838The AI bubble is possibly popping because of Oracle.
>>61472838See >>61472268 >>61472644 >>61472813Markets aren't seeing the profits from the AI spend that they had hoped
I want to die
>>61472845>>61472851>>61472852Ok, short then
>>61472659it's just a rhetorical construction. things that used to be taught in english class, and which chatgpt uses everywhere
Derivative purchased with 1% spread and immediately down 15% with the price remaining unchanged. WTF!?ISIN: DE000GU73Z84I just purchased the following derivative. The spread is stated as 1%. After the purchase, I was immediately down 15% with the price remaining unchanged. What the hell happened?
>>61472879your shitcoin got rugged
Bros do I just cut my 3% losses on TQQQ and buy back in at the bottom?
>“Oracle sold Ampere because we no longer think it is strategic for us to continue designing, manufacturing and using our own chipsThey sold Ampere because no doubt the $100 billion deal with NVDA to fund Oracle in September, money that Oracle desperately needs came with the condition they buy NVDA's GPUs only, NVDA is the king of vendor financing
>>61472883this is the bottom, and hebraic wash trading rules make that a bad idea
>>61472866And you go all-in.
The more the market dumps, the better /smg/ becomes.
>>61472886I will trust you on this in that case. You bros earned me some money already, only fair if you lose me some as well.
ADBE is fucked if the same day they beat expectations, elevate guidance and announce a collaboration with open AI they stay flat.Truly fucked.
>>61472189I hate that oracle is considered one of the most important stocks in the ai bubble narrative. the business is so fucking dogshit regardless of what they do (except for acting like stereotypical jewish shysters).
>>61472055but everyday is a buying day
>>61472879Look at the fuckin spread.
>>61472888Im fully invested already. Also have derivatives
Oracle will either be the hero or the fallman for the entire AI business model. Worst case, they do a Lehmann. Best case, money will continue to be printed.
>>61472879>was ist brief und geld kurslass die finger von optionen wenn du es nicht verstehst
IVV
>>61471786Thank God the chick on the left got a tattoo. I almost thought she was boring.
>A measure of Oracle Corp.’s credit risk climbed on Wednesday after the database company posted a jump in spending on data centers and other equipment, raising fresh doubts about how quickly it can generate profit from its huge investments in artificial intelligence.>The cost of protecting the company’s debt against default for five years rose about 0.05 percentage point to around 1.246 percentage point a year, according to ICE Data Services. The gauge, which rises as investor confidence in the company’s credit quality falls, reached its highest level intraday since Thursday. It rose close to its level earlier this month, when it reached a peak since the financial crisis. Oracle credit derivatives have become a credit market barometer for AI risk.>“Oracle really matters because it is the harbinger of the AI capex boom,” William Smith, senior vice president and director of credit at AllianceBernstein LP said on Bloomberg TV on Wednesday. “This repricing in debt markets is very consistent with the view that risks are building.”>Oracle is among tech giants borrowing heavily for artificial intelligence data centers. Banks involved in construction loans linked to Oracle have been buying credit default swaps on the company’s debt to hedge their exposure. Investors and hedge funds have also boosted their hedging amid fears that Oracle’s rising leverage is hurting its credit metrics and may push the company into high-yield status.>On Wednesday, Clay Magouyrk, one of the Oracle’s two chief executive officers, said that the company is committed to maintaining its investment-grade debt rating. Trading volume on Oracle’s CDS surged to about $9.2 billion over the 10 weeks ended Dec. 5>Oracle burned through cash in the quarter, hurt by its heavy capital expenditure. Meanwhile, the company has more than $100 billion of debt.
>>61472943Any report on board members selling their stock?idk where to look that up
>>61472952They sold near their ATH
>>61472956is that the latest data? if so, they seem to still hold a substantial amount of shares. from that screenshot alone it seems like they just took some profits ig
im tired of this zesty market. tired of being caught in its moist bussy
>>61472952Also $300 billion of the $528 billion in performance obligations for Oracle are from OpenAI who as we all know has no way to fund their $1.4 trillion in spending commitments another $100 billion is from NVDA for Oracle to build more data centres so they buy more NVDA GPUs aka vendor financing which is no doubt why they sold Ampere their own in-house chip design and manufacturing subsidiary
>>61472883TQQQ will be positive by end of daycap this
>>61472961Jeffrey Berg who has a large amount of shares sold 25% of them but the data is not up to date so you'll have to wait until it is updated to see if there's any more recent sales
>>61472968no doubt oracle earnings will have an impact on the rest of the circlejerk. I expect that by Q1 '26 earnings, we will know that the bubble is going to burst.>>61472976can someone jew-maxx so we can know earlier?
Given that Trump is close with Larry Ellison I wouldn't be surprised if the the government bailed them out if they ever were about to go under, in fact I fully expect it happen
>>61472976how come MM and the nIRgrS can see my trades in real time but i can't see theirs huh sounds pretty unfair to me, might even call it a little...jewish.
>>61472968>has no way to fund their $1.4 trillion in spending commitmentsHave you ever heard of this little company called microsoft?
>stocks, dollar, oil, bonds and gold downwhat causes this
>>61472956based, dumped on baggies
>>61473022newjigger markets
>>61473016What is OpenAI's path to profitability? Because their current model isn't working and I doubt the ads they're planning on rolling out is going to make much of a difference I mean their premium subscription plan of $200 isn't even profitable for them as it costs them more in compute and inference than the subscription costs and they have fierce competition that is eating away at their market share
If the AI booble has to pop, I don't want it through an actual dogshit company kind like Oracle.
>>61473007If he does that, he'll lose all of his remaining political capital and get impeached by the democrats after the midterms (with a conviction this time), but you're right that he will probably try.
>>61473022Speculation as asset prices are being heavily influenced by retail investors buying the top, ETFs are a large contributor
>>61473038Ellison was a Democrat donor it will have full bipartisan support because China can't win the AI race etc etc
>>61473048He broke the China narrative by lifting GPU export controls.
>>61473034based petersson and findus, yoinked
Europoor here, I've been stacking CSPX ETF but got $3k and curious to buy a single stock, looking forward to loose half, which way gentlemen?
>>61473036These companies don't need to be profitable now. Facebook had no path to profitability in its early days. The potential payout from having the best ai is so incredibly high that investors will front the money to develop better models. Silicon Valley believes in growth at any cost. You may disagree, but money will keep flowing into ai. Try to picture a world where these companies just stop developing ai. Its nonsensical and absurd.
>>61473054By giving them the H200's they keep China reliant on the US instead of building a competing industry and the US profits 25% on each sale to boot :^)
>>61471914IBKR
>>61473061big tobacco, stable with potential for innovations and good dividends. Altria, AbbVie, Philipp Morris
>>61473062> Facebook had no path to profitability in its early days.1. Facebook had no competitors 2. Yes it did, ads and data which is why ads are 98% of META's revenue, I am sick of people pointing to a company and comparing them to OpenAI when the circumstances are very different two companies that people love to use are Uber and Amazon but in the cases of Uber and Amazon they had monopolies and their spend was no where near the level of OpenAI for example Uber which was well known at the time for having a huge capex only spent $33 billion that's NOTHING compared to the capex of OpenAI
>>61472454>DNUTActing like it wants to close that $9 gap. Good opportunity here.
>>61473022everyone expected the cut since the fed is outed as fake and gay among normies and even reddit homosexuals no longer seem to praise Bowell as a based martyr suffering under Blumpf. Now the market will dump on retards who had high hopes for nice, fat green chart dildos.>he'll lose all of his remaining political capital and get impeached by the democrats after the midterms (with a conviction this time)thanks for the laugh
>>61473022Yields are back though. 30y almost at 4.80 with 3 cuts since September and on August and July lows. It's almost as if they didn't cut.
People will unironically compare the capex of OpenAI with Uber because all they remember is talk at the time about how large it was with no reference to how much was actually being spent and their revenue
>>61473076$33 billion in operating losses* over a decade
>>61472943>>61472952The previous CEO left after the big AI contract and sold a lot of stock. Just saying.
Why does silver keep going up? WHY?
>>61473016If you think MSFT has 1.4T you're retarded and you should shut the fuck up.
IF THE TIRES CAN PUMP PAST $9.25 TODAY I'LL ACTUALLY ORGASM SO HARD
>>61473116Very little supply with people creating artificial demand to force a short squeeze thereby raising the price to then sell and make a large profit
>>61473116Jeets are pushing up the price.
Oracle and SAP are the two most irrelevant piece of shit tech companies and the only reason they're still around is because they trapped companies in their ecosystems
>>61473134yeah SAP is doomed to fall at one point or another. their ecosystem looks like its from the 90s, but many institutions and companies rely on that shit, and dont want to switch. but at some point their technology will become redundant, unable to follow the trends.
>Steve Jobs was half-syrian
>>61473177Must've been his gay half
>>61471786>see hot women>sudden feeling in my stomach that fades awaywhat is this
>>61473178That's Tim Apple
when there is blood on the (wall) streets, thats when you buy.
good morning. don't blow up today
>>61473186>Doesn't know Jobs died from AIDS
>>61473205He probably got it from vacation in Russia
>>61472609You have schizophrenia. Get help . And get off the internet.
>>61473202good morning fren
>>61473195so not now
>>61473185what feeling?
>The oracle CEO left the company and sold all her shares after singing the AI contractsLel, and some retard was long with leverage in the previous thread.
>>61473177do why are europeans against syrian immigration?
>>61473134SAP is a serious company, Oracle is issuing debt like there's no tomorrow because of muh AI
do i dump $5k into Google if it dips to $310?
>>61473116retail maniadon't try to time a short, you will get burned
>>61473106Uber actually makes money now thanks to their food delivery department
SCHD had 100% more return than VOO in the last 30 days, not including the Christmas gift dividend. Based. Simply based.
HE'S DOING IT AGAIN
>>61473037if it pops they all gooracle and coreweave are obviously on a different level than nvidia and the mag7
>>61473022lack of liquidityalso everything is going up, stop looking at the one picosecond chart
>>61472939there's nothing wrong with women having tattoos
>>61472894
>>61472883No
>>61472861don't do it anon
>>61472838Oracle shat the bed
>>61472780no one cares what poltards think
AND HE WON'T STOP YET
>>61472779wrongOracle is one of the AI heavyweights
>>61472680First Majestic Silver ticker AG
>>61472613the best feature to prevent theft is to not live in or park your car in majority non white neighborhoods
>>61472547yes
>>61473349>>61473349
>>61472657So this is the power of the Ellison acquisition
>>61473062Yes , but facebook didnt overvuild infrastructure that became economically non viable in 4 years without a path to profitability. Do you know the names of any of the darling fiber optic holders and layers ? You dont cust they took. A 98% haircut . This shit stinks to high heaven.
>>61473037it's just a pump and dump going back to pre pump price, most of the us market works like this
>>61472038Hot
>>61471786
