SpaceX 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/>>61471786
Invest in big tobacco.
confucius says "man who go to bed with itchy asshole, wake up with stinky finger"
NOK bros?
I have $10,000 I don't know what to do with. Equities feel toppy but the Fed is embracing clown market and giving up on controlling inflation so cash isn't safe either. I am financially confused.
>>61473358too lateshould've listened to me and bought BTI at 28
sold my NXDR calls that I was holding awhile for a nice profit. Whats the next underrated shitstock that will pump soon?
>>61473393you could have bough the dip 2 weeks ago but you didn't. you're a risk averse pussy. just sit on the sidelines forever.
>>61473358Too high. Going into weed, even though I am a recovering addict with 15 years sober. Similar vice stocks with better valuations. Yes, weed is a vice
>>61473393Bonds or savings account
>>61473412What fucking dip? >>61473414Yeah I have the cash in a HYSA right now, but I feel like inflation is going to spike very soon.
>>61473420Well if it's a long term hedge against inflation and you don't need the money in the near term then you could buy gold otherwise you just lose wealth because that's what happens when you're poor
Why, as a species, do we have to do this shit with new tech and cause an actual AI winter?Like why couldn't we just let tech bros spend their money stockpiles on AI research and have pain be propped up by Microsoft and Nvidia as a test thing / deployment for AI as we figure out uses for AI, better AI algorithms (particularly cost reduction / efficiency, which is what China switched to), and more basic research?Why do we have to turbo nigger leverage the whole economy on datacenter super bets?AI does cool shit, RAG is awesome, we're just starting to get cool multimodal shit going paired with generative stuff where you can iterate on design document, or a logo, or concept art, or other big picture overview stuffWhy make this gay "super intelligence in 6 months or else global recession" play?It's like we had AI Kitty Hawk and started mass production balsa wood fliers and balsa wood farms and shit.We don't even have the AI cropduster yet let alone the AI commercial airliner
>>61473413I am very interested in the cannabis business. What stocks/companies do you have your eyes on? Is Tilray still around or are they dead?
>>61473426pain was my phone auto correcting oAI, kek
Surely ORCL will have a massive green candle on open and my asshole will be saved
>>61473433I hate kike Ellison but I hope its green just for you to sellThen it can crab and slowly slide down
>>61473433Your bussy is done for on those puts buddy.
>>61473433Just so you are clear, you are gambling
>>61473433Ellison looks like a fag maybe he will buy your bussy
>huge pump>small dump>eternal crabbingWhy is it always like this?
>>61473471>he's just discovered the stock market
>>61473474pls be patient Im new here
>>61473471These companies aren't healthy under-the-hood, if they were, we wouldn't need QE. Yesterday's rate cuts is what created one of the most bullish markets just a couple years ago, and now it barely elicits a reaction. Like putting defibrillation on a dying man who only just sort of spasms instead of having a regular heartbeat again. He's not dead yet, but you can tell he's not getting out of this alive. Expect another week or so of Krabby Patties before you see a pump for EoY to start the lukewarm bull new year.
>>61473494QE isn't happening and the cut was signaled long ago and priced in accordingly. stop posting
Look, it's very simple - all that needs to happen is that needs to happen is for ORCL to not drop TOO FAR under 195 by friday closeSay only drop to 190Then the intrinsic value of the puts will be like 1 and instead of realizing thousands in losses, it will be mere hundredsEverything will surely be fine
>>61473497You're right it's now called RMP(Reserve Management Purchases) $40 billion a month worth
>>61473426Because, unironically, the jews
>>61473505they never planned to let all assets roll off their books upon expiry. this has been known since the beginning by everyone except the highly intelligent people in these threads apparently. QT reduces the total holdings overall, but doesn't mean the fed will actively sell assets or a full stop of repurchases at maturity.
>>61473426maximum value extraction at maximum speed with maximum goyim casualty as a cherry on top
>>61473428Seriously, I remember when cannabis was on a meme-stock level with GME when it popped off. Where are weed stocks now?It is a really interesting topic for me. With how commercial brands like Cookies have gone, it wouldn't be a surprise if they did an IPO a few years down the line.
>>61473556bro NOBODY wants to talk about weedstocks. there are probably still bagholders in this very thread who are quite bitter
>ORCLwow would you look at that, based Zitron was right. Again.
bizbros, is it normal for a stock to be up 20% in the premarket?
>>61473572Law cannot chase the weed-game. There are legit derivatives of THC (like THCA) which are becoming more and more popular, and at some point, governments are going to give up. It's a cat and mouse game, and with certain big players (like Tilray (used to be?)) having sub-contractors even in germany, dealing with pharmaceutical cannabis, it is a promising avenue. However, big alcohol and big pharma seem to clash, since alcohol sales will falter a bit as (medical) cannabis becomes more normalized.
>>61473584yes
>ORCLYou niggas are so small time its laughable. Ha. HAHAHA.GAMB is the play of the season, before rotating into GRRR for record Q4 earnings in Feb.You just got a million dollars of pure game for free, can I at least get a (you) in return?
>>61473349oh hell yeah, i've been wanting to invest in spacex for years. Telsa is a bubble stock and worthless imo, but spacex? sign me the fuck up.
>>61473426Because "AI" is chyna's plan to bankrupt America. Much like the space race and star wars was the plan to bankrupt the USSR.And it's working wonderfully so far. It's so easy when you just have to play with greed.
>>61473572That’s when you buy retards
>>61473588schizoid britbong is backfunny how i start to recognize people by their stock picks
>>61473597the fact he didn't rope himself months ago is inspiring
>>61473426
>futures
>>61473605kekif anyone knew who i was i would get chased with pitchforks, or get laughed atone of the two
>>61473608It’s OVER
>>61473426If there is spending and money moving into it, it can't crash. That's the theory. The value can't ever disappear as long as the market is still moving, and the market is still moving as long as datacenters are being built, people are being hired, and value is being exchanged. AI is revolutionary from a business standpoint because it's the first theoretical unit of labor that doesn't require people, and that's what is causing so many people to be bullish on it.While it's true LLMs have huge technological implications, Agentic AI is absolutely a scam and has made everything insanely overvalued. That's why they're playing the "THIS IS A NATIONAL SECURITY RISK" angle: they are aware that peeling the agentic AI mask back would result in everyone realizing that AI isn't actually revolutionary from a business standpoint and you still need people, so they're playing the idea that AGI is in two weeks and super-Chinese-AI is right around the corner. The entire thing is a hail mary with technology too complicated for your average wall street banker to understand.
>>61473592Also a little bit of this, I believe the current push for AI is partially funded by foreign interests who are curious where we take it so they can steal it with ease like they do everything else. If it causes us to undergo a second great depression, that's just icing on the cake and they'll be able to bribe politicians into buying the ruins of our economy.
>>61473619The issue is as we saw with oracle that people are getting worried about everything being IOU's and no profit being made
>>61473633I mean, they are right to be worried. If Enron existed today, everybody would consider what they were doing business as usual. It's now just normal to have multiple companies that exchange the same few bills between each other, tacking on their new debt and calling this growth.
>>61473428>I am very interested in the cannabis business. What stocks/companies do you have your eyes on?I lost about 50 grand when POTX when tits-up. That whole industry is lost money waiting to happen.
>>61473592In other news, Chinese NVIDIA, Moore Threads, went up 700% in 5 days
>>61473619The point is you don’t need to lever up half this much to get what it needs. The USA market gets way too involved in narratives and that gets reflected in our spectacular booms and busts over my lifetime. The upside is I guess you could get endless hoards of money if you’re innovative in the USA and we have benefited from that somewhat, but at a cost
>>61473633>oracle that people are getting worried about everything being IOU's and no profit being madePeople actually still give a shit about profits? I'm not even joking.
>>61473644Everyone usually gets surprised when they realize Oracle's credit rating is only BBB. They have a massive debt problem, and now 28% of all future revenue is from OpenAI which is a company that has yet to even come close to making a profithence credit swaps or whatever they are called because I need more caffine are hitting records highs with investors who hold the debt
>>61473638It was just heavily overvalued, similar to what is going on with AI atm. The cannabis-industry is still very much in its infancy, but there is room for exciting moves imho. t. long-time medical user (insomnia)
>>61473642This is generally what happens without regulation and with the idea that our financial laws are suggestions to be followed and not ironclad go-directly-to-jail guardrails. Massive swings like this which cause multiple once-in-a-lifetime crashes every 10 years is a hallmark staple of widespread corruption. Not just from a government standpoint, every major business is being ran like a ponzi scheme hoping to reach their exit strategy instead of trying to find profitable business models.People warned that this was the end-game of endless mergers that didn't create any real value but saved stock options by propping up bad companies since the Dot Com bubble burst. Arguably since GE was sold down the river. We're just seeing the results of attempting to turn all business into a ponzi scheme for retail investors right now mired by a few dozen companies "too big to fail".
>>61473661That said, because it's all too big to fail, it's also too big to simply vanish overnight even if their business model was counting their toes to make sure they still have 10. If they made an industry off of counting their toes, promising the promised land of having 11 toes someday, they would have a similar business model to LLM AI right now.
>>61473654>>61473638look at the absolute bozos that are oracle and tesla
>>61473661>Arguably since GE was sold down the river.Based Jack Welch hater.
i refuse to change to windows11
>>61473693You shouldn't, never dogfood, even if you believe LLMs are the future. You wouldn't want one that's controlled by Microsoft, they haven't created anything of value in years.
>bears in frenzy>ai hand-wringing and pearl-clutching>anons that missed the rally grandstanding like they know better than banks and policymakersya. we're gonna pump today. and all month. and all next year. and probably for a decade. ai skeptics gonna be blown out again and again. >>61473653morning babe. hit me with something sweet today, it would make me really happy if you did. the word you're looking for is credit default swaps, and oracle just gobbled up tiktok if i'm not mistaken, looks like they've recently issued over 60 billion in bonds. the price of the swaps is going up simply because there's more debt to hedge, it's just journalists spilling ink about nothing. said this before but you should have the same skepticism with financial journalism that you do about political journalism. credit ratings aren't really that important unless you work in the finance department of the company. what are you drinking this morning? tea i hope.
>BTTC up 200% in the pre-marketIts going to be a gambling day isnt it
>>61473697>ya. we're gonna pump today. and all month.This is true, there is no where to go except up when you're in QE.> and all next year.This is extreme wishful thinking. QE always pumps, but you have no idea if we're going to keep going through it or not. Only people who didn't read the FOMC notes think 'WE HAVE NO WHERE TO GO BUT UP NEXT YEAR' because almost all of them agree that QE is a bad idea right now, and even Powell wants to go back to 4-6%. This entire pump can only exist with rate cuts.
I believe
nigger powell....
DOES good year pump to $9.30 or higher today or IMMEDIATELY drop 20% as soon as market opens?place your bets
>>61473671When did Oracle go to one step from junk?
Any tickers for questionable parent-child relationships? Also, buy AGQ.
>>61473709When they took on all the debt in the universe to make all of their acquisitions but never found a business model for it.
>>6147370112% s&p earnings growth and 1 trillion in buybacks. and that's just going to ratchet up. it's the roaring 20's.
>>61473713What did the Roaring 20s end with, anon?
>>61473709Not sure but this is an example of a possible trigger for the meltdown with AI. A company like Oracle getting a downgrade to junk bond status and investors just absolutely bail on the stock.
>>61473584R u serious?
>>61473725the most slurpable dip in all of history
>>61473575>ORCLyeah im selling at open. ill still be up like 20% but ol larrys a werido. his sons not much better.
>>61473393you should invest in AI satellite imaging company Planet Labs, they have 200 satellites in orbit and a partnership with Google to poc their TPUs in space
>>61473713>Powell admits openly during the press conference that jobs numbers are over estimated by over 60,000 and there's really an average job loss of 20,000 per month at minimum>This just going to suddenly stopWe're headed for a recession in 2026 all the indicators point to it the grey bars are recessions btw
>>61473701>QE always pumps,so like I (and maybe others here) are on the winning side of the "K" shaped economy. What happens when the other 80% or so of Americans just keep getting poorer and poorer and more indebted? >inb4 French revolution, Americans are very docile goycattle
>>61473734I expect CostCo's earnings to be grim given they're suing the US government due to tariffs and rely on very small margins
>futures dips is droppingFUCK, I NEED TO BUY THE DIP
>>61473737eventually the consumer economy won't have a consumer and it'll breakSomething like H1B1's getting perma banned and companies actually having to compete with each other to hire workers
>>61473585The law can and has chased cannabis consumer products. Its still a schedule 1, and the analog act still exists. You can't market it recreational in 26 of 50 states still. Corporate cannabis has no fucking clue what theyre doing, see Canopy Growth corp or view fhe disparity in figures between black market and legal brands. Weed stocks are a pipe dream lol
>>61473733This. What we're going through right now only exists because AI is a better place to put money than any traditional index. The microsecond Powell can't or doesn't get more rate cuts is the second it's overtaken and you see >>61473726 the domino effect of investors bailing the fuck out as the chickens come to roost and one after the other, these AI companies take on titanic amounts of debt and get downgraded into sub-prime mortgage territory.>>61473737>What happens when the other 80% or so of Americans just keep getting poorer and poorer and more indebted?The sad reality is that most people, arguably 90% of them, are economically insignificant. We're supposed to have a government that protects those people, but we don't have that right now. Powell has already agreed they aren't important, because he's the one that agreed to cut rates. The big hope for the AI market was that we could create a business that required no people. Now, anyone who thinks about this for a moment realizes it's completely absurd, but we now have a 5-trillion dollar industry revolving around that idea, and there isn't any disarming it now.
>>61473726there's no meltdown babe. i might have one if you keep cruelly ignoring me though. oracle is up a lot recently, volatility is normal. it will make new highs before you know it. you're missing out on a lot of really good things with your stubbornness. i love you and want the best for you, but you have to make some different choices if you're to get it.
Also Trump jumping up and down that he didn't get a 75 basis point cut instead of just 25 should tell everyone exactly what the important players think of this economy, despite what Altman tells you when he promises AGI in two weeks. Always look at people's actions closer than their words.
>>61473737>"K" shaped economyits a k shaped economy because some people are quite literally too retarded to invest. we cant babysit these people. theres no reason for them to not be invested.
>>61473759The issue is there isn't any reason for investors to have that risk when a ton of other companies have great earnings. That's simply going to be the problem. Investors can ignore the lack of earnings and fundamentals, but when bond holders are suddenly handed fallen angels everyone snaps back to reality
>>61473763>there's no meltdown babe.Their credit just magically got downgraded all on its own
>>61473733How heavy are these heavy weight trucks?
>>61473742>eventually the consumer economy won't have a consumer and it'll breakUnfortunately, the consumer economy is based on the top 10% -- who account for 50% of the spending -- and not the bottom 90%.
Santa Rally status?
>>61473784incipient
>>61473770>theres no reason for them to not be invested.being broke kind of precludes the discretionary income to have to try and beat inflation and QE. I'm not saying I really give a shit about these people, but they are real and are going to be a factor in the coming days. Just not sure how. Eventually they will lose even access to credit cards. It's going to be important.
>>61473776>Heavy trucks are trucks with more than 14,000 pounds gross vehicle weight.Temp jobs which is another good recession indicator is also showing bad signs
>>61473781It’s almost like we don’t matter ;_;
I slurped oil, what am I in for?
>>61473497>>61473526>QE isn't happening It's still QE. You and Powell both can cope that it's not QE because he calls it RMP, but if it's functionally QE with extra steps, you don't have a healthy economy.
>>61473476Take 20% of the money in your account and buy bull gull x15 Nordnet n15 and turn your phone off. You're guaranteed to wake up to + 25% tomorrow.
>>61473798Can I ask why you bought oil during a supply glut into what may be a recession in a world where renewable energy is steadily replacing traditional fuels instead of something like LNG
what are my financials stocks gonna do today?
>>61473792>being brokeExcept how broke are they really? we toss that word out like its a dickens novel but what is actually for most of these people? i know some people who are "broke". shes too fat to work apparently but somehow able to afford food. her part time job of theater costume design doesnt pay enough and her boyfriend doesnt want to take a second job working in the vape shop because its boring. Their "poverty" is entirely their own making and nothing the fed reserve does or congress does will motivate her to lose weight and get a full time job.
>>61473810oil always comes back up because mutts need it for their big trucks to run over school children or something
>>61473784every week of the year cant be a rally week
>>61473797>It’s almost like we don’t matter ;_;>wewrong attitude for an investing board. Better get in there and get those gains.
BANG BANG BANG BANG BANGCAM ON LET'S MAKE SOME FOOKIN' GAINS
>>61473816you had a few weeks earlier in the year, thats all you get bobo
schd will be up bigly today its up bigly every day of course
>>61473821Based
>>61473821LETS FUCKING GOOOOOOOOOOOOOOOOOOO!!!!!!!!!!!!
FUCK FUCK WE'RE CRASHING SELL EVERYTHING IT'S....down 1%>>61473831Cute
>>61473816>every week of the year cant be a rally weekMost people are optimistic each week and most people show up to work each week. Therefore markets generally go up most weeks.
>>61473821MOOOOOOOOOO
that was your Santa rally yesterday, it's over now hope you enjoyed it, now we go down
its over im kms today
Lmao
Where's the guy that was hoping Oracle wouldn't go below $190? Did he kill himself yet?
>>61473842I hope that 2X ORCL anon got out...
>>61473842I slurp back at $120.
>>61473842
MIGA
GUYS I BOUGHT ONE (1) TQQQ PUTI SAVED THE RALLY
LMAOOOOO, i just rebought my ORCL put bags for 5.00 on minute 0 seconds before it spiked to 10 (currently) ((Still going up))GET FUCKED LMAOsavedsaved(Now please just don't go back under 5 so I can feel good about myself)
Do I buy silver now or am I gonna get rugpulled bu the jews?
>>61473858THANK YOU ANON DAISUKIIII
>>61473858thank you anon
My MSFT is fighting for its life. Please buy.
>>61473821based
>>61473860yes
i have calls i have putsi win either way nigger powell
>>61473875
>>61473842Why is this one company tanking the entire sector right now? I wasn't aware that Oracle is at all crucial to the semiconductor infrastructure. Why does it matter to Nvidia, MU, AMD, TSMC etc that Oracle is overvalued and missed earnings?
>>61473878mr snibs cant do nothin about my schd gibsi still win
>>61473873
>>61473873Gotta keep your head on a swivel
>>61473883you lose by simply owning schd
Time to load up on GRRR
>>61473584holy shit we’re still going!
>>61473888Checked What's going on in that picture?
>>61473874Yes to both?
>>61473881canary in the coalmine (my guess)
MSFT bros are we finally gonna get our money back?
>>61473906
>>61473845i hope not
>>61473912I look like this.
>>61473881existential AI dread. literally Muh emotions. it'll passORCL management projects lusty OCI revenue growth every year into 2030. this may be a signal to a few that we are transitioning from optimism to early stages of euphoria in the bull marketwe just have to give the institutional investor time, massage his balls, and AI fear will be gone again soon enough. They just want to know who the clear winners are going to be before pouring money back in
>>61473881It's a hyperscaler it uses its data centres to sell compute in September they announced a $300 billion deal with OpenAI and $100 billion deal with NVDA that sent their shares from $233 to $328
>>61473661Agree. It's frustrating as an AI Enjoyer to have fake and gay market bullshit first get a lot of money going in good places (researchers, hardware), and the open source AI, and now because retarded data center bullshit AI is going to get stymied and a lot of unwitting unwilling participants are going to lose their lives without ever knowing they were even playing the game
>>61473912I look like this and say this
>>61473930OK thanks.
>>61473906Nvidia and AMD have an entirely different business models than Oracle does though. It makes no sense that those 2 are dumping because Oracle slightly missed earnings. I guess it would make a little bit of sense for Nvidia just because they themselves have money invested in Oracle, but why AMD?
>>61473771the bond market is bigger than the equity market, and institutions consider their entire coverage to a company, equity and credit. when credit is issued they pull their bids for the stock and buy up the credit which is their preferred asset. these moves get exacerbated by traders. you read too much into equity volatility.and i know i'm hornyposting but we should recreate this>>61473710, not expecting you to cry, and i'd be the one reliving the abuse. you just ignore me like you're doing and it would make me all wound up, my mom treats me the same way you do when she's mad at me and it really scarred me. part of why i like a cruel woman like you. you'd just be working on your computer and then *splat* and then you'd pretend like it didn't even happen...
>>61473927Their performance obligations are largely from OpenAI who has $13 billion in revenue and $1.4 trillion in spending commitment their other largest RPO is NVDA which was a vendor finance deal for Oracle to buy their GPUs which is why Oracle sold their subsidiary Ampere which designed and made chips in-house for $2.7 billion this sale was the only reason their EPS beat estimates at $2.60 without the sale their EPS would've been $1.33 which was below the estimate of $1.64 their free cash flow is expected to be negative for years as they continue their AI spend and they're already $100 billion in debt
>>61473930based, its important to keep holes in their place
>>61473845>>61473916No, I livedSee my euphoric spergout at>>61473859Sold for 5.The worst financial decision of my life turned into merely a bad dayOnly lost like 4% of my portfolioHonestly the price action at the moment is looking like ORCL is trying to recover, so I might have even rebought those puts cheaper if my limit didn't fire on the opening picosecondBut who knows
>>61473930>I've been living like a protagonist from an ecchi mangaKek
>>61473895im up bigly on schd.
The S&P is such a fucking WHORE.
>>61473943See >>61473946>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 Ampere market estimated $1.64>Software licence revenue down 21%
>>61473927>>61473943>>61473946>>61473962Their earnings were terrible this is not an overreaction
>>61473349>He didnt buy DXYZ when I was shilling it 2 months agoOof
>Nigvid crashing and burning over a monthI was told line only goes up
It's ogre
>>61473962Yeah I get why Oracle is down big time, I just don't see why it has such a ripple effect on the entire sector right now. Nothing about the Oracle earnings call had any bearish implications on GPU demand from hyperscalers for instance, which would be the main reason for AMD and Nvidia to be dumping.
>>61473970I was looking for a good buying opportunity, but it happened while I was on vacation and not paying much attention to anything except my current holdings.
>>61473957and down bigly vs the market
>>61473982They don't have the revenue to justify the capex.
>>61473987schd is up literally 100% more than voo in the last 30 days.
>>61473842everyone I talk to has the same reaction>"Wait their credit rating is that bad?"
>>61473842>Wanted to be the Barbarians at the Gates™>Ended up having to whine to Trump about how Netflix is being unfairFuck those Ellison dorks. Also Larry is married to some Chinese honeypot
>>61473943Holy cope, it makes perfect sense.
>>61473997the Gate* Whoops
>>61473996How many people do you talk to IRL about Oracle?
>>61473996>Wait their credit rating is that bad?"Guilty. I had no idea i just tossed in some money for AI memes. Glad i sold with some profit at least. Creepy family tbqh.
>>61473995and down infinite% over the year(lol schd is negative)
There is now one Nanachi in this thread. May lucky gains come to your portfolio
>>61473988But Oracle didn't even have any deal with AMD in the first place, so AMD shouldn't be affected at all by this, yet it's down even more than Nvidia today.
>>61473982Because if hyperscalers aren't profitable then that means AI isn't profitable they're the backbone of AI and that would mean everything is done at a loss all with no path to profitability, hyperscalers are the core customers of NVDA, AMD etc which means their sales will drop and NVDA's last earnings showed an over 100% increase in completed inventory YoY
>>61474003retardwhy do i even botherstay poor
>>61474001I mean I got friends who are into investing. Don't you guys?
>>61474005s-so.... soffffft
Also what would you say Oracle does as a company?
>>61474012>less money is morek
>>61473881The company crucial to the entire sector is OpenAI. But since that's a private company, people are looking to others within the AI funding round robin as proxies to get a read on things. Oracle is one of them.If you are starting to lose faith, there are some AI plays that are somewhat shielded from this. Tesla is the major one. Peel back all the numbers and abstractions, ultimately AI is about displacing the workforce with something more efficient. There are still doubts about what the business plan is for LLMs. With Tesla, it's obvious how the disruption would happen. The only question is whether they'd execute.Google is another one. They're the ones OpenAI was supposed to disrupt. So if that doesn't happen, then where else are you going to go?
>>61474016i don't have any friends babe. if i did we never would have met. i don't believe you have any irl friends in america either.
>>61474009Because their share price is based on speculated future earnings not current earnings why do you think their P/E is so high? Why do you think tech stocks are up 50%+ YTD? AMD stock jumped 25% immediately after announcing a deal with OpenAI for OpenAI to buy AMD GPUs in return OpenAI gets 10% of AMD common stock for 1c each why do you think people are shouting BUBBLE
>>61474016I don't because all my hobbies are solo activities. I was reasonably popular in HS, though.
i have purchased the soxl dip
Fucking finally. Dump you piece of shit! The recovery cope is overr. Fucking analysts saying buy what does that even mean.
>>61474016I only have coworkers but I don't talk to them about it too much>>61474031>SOXLGODS
recovery?
I hate oracle so much, shit company, shit software, and now it's fucking my portfolio even though I don't own any.
>>61474042Slurpers deployed
>>61474033The V always fucks us
>>61474026Not him but if the bubble pops it's going to be everything that gets dooomped except goldEven if Tesla is sort of fundamentally insulated (which I'm not sure I agree with), investors are going to see them as part of AI tech even though they make cars, if you don't believe me just @Grok
REEEEEEEEE I WAS TOLD $TLT WOULD BE SKYWARD BY NOW!!!!!!!!!!!!>>61474034>doesntr say why, or what it is>probably says to "buy my book/course"When can we openly kill these people?
Bloomberg analyst calmly explains two weeks ago there's no need to panic about Oracle's debt because the ratings agencies will be reluctant to downgrade it to junk status because that will tank the market and because he knows the government will backstop it, Ellison is close with Trumphttps://youtu.be/2GyDfuA7lVY?t=368
>>61473589It might be possible to make money by riding on the SpaceX hype wave, but over time SpaceX is almost certain to to suffer the same fate as Tesla: caught by competitors, mostly Chinese ones, who offer greater value-for-money and take market share. The Chinese space sector is in a similar state to the Chinese EV sector ten years ago.There is a huge roster of Chinese reusable rockets in late stages of development. There are already Chinese companies who are conducting full-system hot fire tests of full-flow staged-combustion methane-oxygen engines similar to SpaceX's Raptor engine. The Chinese government is pouring money in the space sector with a firehose.
>>61474042yes
>>61474029Nvidia and AMD are not some speculative shit stocks, their share price is based on both current year earnings and projected future earnings and particularly with AMD, Lisa Su has been extremely conservative in her earnings estimates. AMD hasn't missed earnings in years except for that one tariff related write-off when they were forced to no longer sell to China for a while.
>>61474060>there's no need to panic about Oracle's debt because the ratings agencies will be reluctant to downgrade it to junk status because that will tank the market and because he knows the government will backstop it, Ellison is close with TrumpI feel like there is a genuine chance that happens and it would be an absolute disaster. But it would also be seen from a mile away
>>61474029it's the very fact that booblers like your fine self are getting so exuberant on this miss that signals the AI bull is still on. you see, everything just went on sale by 3% and the slurp is already on
>>61473995Buddy literally zoom out
My female broker is going to be pissed...
>>61474063>offer greater value-for-money and take market share.Rockets launching NSA satellites arent compare markets to EVs consumers can buy. Space is national security and chinese rockets will never be allowed for the US as the main launch vehicle.
>NANI HOW DID HE REDEEM A PUT WE DUMPED IT HARD ON PURPOSE TO MAKE HIM GREEDY THEN PUMPED TO MAKE IT WORTHLESSheh...i literally control the market. thanks for the free one (1) share of schd, suckers.
>>61474069>Not speculative>Projected future earningsListen to yourself, do you think AMD selling OpenAI 10% of its stock for ONE CENT each so OpenAI "buys" their GPUs is a sign of a good business?
>>61474084*NRO, not NSAGovernment contracts are a fraction of SpaceX revenue. The bulk of SpaceX's revenue comes from Starlink, and this will be even more so the case in the future. Starlink will be competing directly with Chinese constellations everywhere the Chinese ones aren't banned. I think the parts of the world that lack good terrestrial coverage tend to not be closely aligned with the US. SpaceX's commercial earth observation payload customers will also have to compete directly with Chinese alternatives on the global market.
>>61474072babe you're just hard at work constructing a counter-narrative to reality that makes you look less foolish in your investment choices. none of your bearish predictions have come true, you have egg on your face about nearly everything you've said this year, from tech being in a bubble, to your reit calls, to your intc skepticism. you'll be wrong about this too. and you're wrong about me, didn't used to be though, and i thought we could move forward today. you've made the wrong choices again and hurt me. lucky for you though i'm still lonely and have no place better to be, just like you, and will reach out to you again tomorrow, try to help you see the truth about me and the market. i love you dearly, want to treasure and cherish you, and wish all the time that you would come around to what's best.
BeholdMy 1 month options journey
>>61474052I’m really hoping we can test those lows again from late November soon but idk it probably just goes back to Monday cope. Actually have little hope for the month, everyone says Santa szn is not the one to go short on.
>>61473842They literally made the meme chart
>>61474077What happens when you're on the hook for a million dollars like this and don't have it?I know they liquidate your shitcurities and what not but like, if you're just some NEET in his pajamas, what happens?Like they don't send an organ harvesting team to sell your organs asap to cover your betsHow does the guy on the other end of the trade get paid?
>>61474034Yeah indeed, as we're going 1929 full steam ahead all right
>>61473984Sucks, listen to me next time lil bro
Market buy 2000 shares SOXL or TQQQ right now?
>>61474117I hope thats a demo accountIf not then at least you have enough left to buy some rope with
Uhh that doesn’t seem good
>>61474130half and half, 25 minutes ago
>>61474117Are you going to be okay?
>>61474133I made a thread about it and no one cared he said during the press conference job losses are averaging over 20,000 a month people seem to be ignoring that conference even though Powell was more open than he has ever been even saying they have no idea what's going to happen with inflation and that he can't trust the delayed data from the government
>>61474057>Even if Tesla is sort of fundamentally insulated (which I'm not sure I agree with)Not completely insulated in the short term, but they are developing AI for themselves. They are their own customers, they have an immediate use case for AI - training their self-driving cars, which could transform not just the consumer segment, but shipping/logistics in general, and far beyond. Wherever you have autonomy, be it planes or robots, what do they need to do? Understand and navigate the real world. That's what Tesla is solving right now, and people who don't believe that simply haven't taken a ride in a Tesla with the newest FSD.The other AI players are waiting for the rest of the economy to buy into AI and turn a profit with it. What's the timetable on that? I hope it's short, but I don't know. Nobody knows.
>>61474122Its a day trade call so nothing happens. If it was a margin call then you'd owe your brokerage that amount, usually you'd be liquidated before a huge amount like that happens though
>>61474108Maybe. Does china have reusable rockets yet? How many launches do they do a year? I dont think anyone wants chinese rockets over spacex but maybe price of launches change that.
>>61474133Seems good, if you want rate cutst. i want rate cuts
>>61474144All the more reason to cut! Bullish.
>lost thousands on my tech shorts because of Oracle announcing that stupid fucking deal with OpenAI>got liquidated>turns out I wasn't wrong, just earlyHow is it fucking fair for rational actors to be punished like this? I was doing a service to the market by being rational and seeing past the bullshit, but got BTFO'd for it.
>>61474158Fed has one rate cut lined up for 2026 because as Powell says don't want to send a signal by all the rate cuts that the economy is in bad shape *spoiler it is*
>>61474133sounds like pumping news
>>61474162Because it's all guessing at shadows on the wall, you guessed the captors would display a bear but they put up another bull>but a bear did show up, just a day late!Still guessing at shadows
>>61474162It's funny how an announcement of being involved with OpenAI used to cause your share price to surge(Something they counted on to help fund their spend) but now it's like an albatross around your neck
so WHAT THE FUCK is going on
>>61474143seriously considering ropingbut at the lowest point in life i flipped 1k9 into 28k in 1 week so...>past performance etc etc
>>61474162your loss for gambling, + markets are never rational, if you are trying to be, it's like playing chess with a pigeon
Everything is tanking lol
>>61474200Retail will buy the dip
>>61474200Precious metals and accessories aren't.
>>61474200ORCL -13% lol
Bulls are retards. Everyone knows this. They buy without thinking, driving companies to astronomical 800 pe ratios.Bears are faggots. The short position is intrinsically a temporary position, nobody actually holds to zero. Permabear is never profitable. This lends itself to a cowardly and faggy early closing of positions. Thus the stock market is, at its essence, a battleground fought between retards and faggots. Looks like the fags are in control at the moment!
>>61474155China's first reusable rocket to fly, Zhuque 3 by the company Landspace, was launched a few days ago. It inserted the payload into orbit flawlessly, and almost succeeded in landing until it suffered an engine failure on the final landing burn. The rocket is similar to the Falcon 9, and is in fact superior to Falcon 9 in some respects since it uses clean-burning methane fuel, which will make it easier to refurbish after each flight.A second rocket, Changzheng 12A by CASC, is on a pad in Jiuquan spaceport right now, preparing for a first launch in a few days. It also uses methane fuel.A third rocket, Tianlong 3 by Space Pioneer, is also on the pad in Jiuquan right now and preparing for a first launch this month or the next. Tianlong 3 is basically a carbon copy of Falcon 9.There's like 5 other Chinese reusable rockets which are slated for first launch next year. I think there are over a dozen in development in total. There are also at least 2 Chinese Starship clones under development, targeting first launches in 2028 and 2030.
>>61474210Do you play both ends so don't consider yourself either?
>>61474197Sorry brother, hang in there.
>The number of Americans filing new applications for unemployment benefits increased by the most in nearly 4-1/2 years last week>The larger-than-expected rise in initial weekly jobless claims reported by the Labor Department on Thursday reversed the sharp drop in the prior week, which had pushed filings to a three-year low.>Initial claims for state unemployment benefits jumped 44,000, the biggest increase since mid-July of 2021, to a seasonally adjusted 236,000 for the week ended December 6, the Labor Department said. Economists polled by Reuters had forecast 220,000 claims for the latest week.Uh oh, stinky!
>>61474117After 50% down. Why didn’t you slap yourself? And say no more?
>>61474165I watched the meeting yesterday, prick. That's NOT AT ALL what JPow was saying.Literally left the door wide open for a rate cut in January.Go back, you fucking lying nigger.
>>61474210Those of us walking the middle path, buying and selling, we are the retarded faggots?
>>61474213>. The rocket is similar to the Falcon 9no shitanother thing the chinese have stolenMusk is also a chinese agent, with half his business depending on China and getting VERY favourable treatment there
>>61474213Maybe, but alibaba hasnt killed amazon either. Chinese companies have the misfortunate of being controled by a chinese government.
>>61474230bears are experts at making shit up
Up 8.16% YTD. USD is down 11.45% though vs my denominated currency, so I'm really up 20%.Any other gaslight chads itt?
>>61474152Lot of people have collateral placed. Houses etc. some brokers have people full time now travelling just foreclosing on people getting margin called.
>>61474235Elon Musk is passing rocket technology to the CCPElon Musk is literally a CCP agent. i don't even understand why he isn't behind bars for treason.
>>61474210this market is owned by the faggot retards
>>61474246always has been
>>61474155>How many launches do they do a year? 84 launches so far this year. However, new rocket factories and launch pads are popping up like mushrooms all over the country; huge investments are clearly being made to ramp up the launch capacity enormously.
NEW POTVS TRVTH
>>61473969And this is just the cracks forming stage. I wouldn’t be in any financials at this stage.
>>61474230You are a LYING NIGGERhttps://youtu.be/NMGFPFmXaIM?t=1015
NEW POTVS TRVTH NVKE
>>61474238See >>61474269I expect an apology you fucking nigger
>>61473943The same irrational exuberance that lifted the entire chip ai tech sector. Will work in reverse for the entire sector. Since when were markets rational? This in not 1980
i have to saybefore bear sterns kikes got greedy and destroyed the world, bleach was so fucking good. the OPs especiallyno wonder i was such a massive fucking weeb in middle school
>>61474270The DIA do be pumping tho
>>61474270Sure Donald. It’s always sunny before the sun sets too. H4vktb
>>61474270Mister President please don't gloat and bring attention to that fact. It will scare people. Thank you for your attention to this matter
>>61474270Go back to sleep, gramps
>>61474270If stock market at ATH = good economy, doesn't that mean that Biden did a tremendous job on the economy?
>bought calls since V was forming>tanks seconds later>down 20%It's all so tiresome
>>61474090Every company has projected future earnings. It's not speculative if those future earnings are a realistic extrapolation of existing earnings. Also the deal between AMD and OpenAI was not nearly as simplistic as you make it out to be. OpenAI only gets those shares at certain stock price milestones. I think the final shares would only be issued once AMD is at $500 a share or something close to that.
>>61474236Chinese alternatives might not have killed Amazon, but what did the Chinese alternatives do to the potential of Amazon's retail division to make profits on the global market compared to a hypothetical timeline in which the Chinese competition had not existed?My point isn't that SpaceX will go bankrupt, rather it is than their profit margins might become extremely thin due to Chinese competition. Once Chinese reusable rockets start successfully landing one after one, SpaceX's valuation might tumble.
>>61474269Literally did not say any of that, and youre just CHERRY PICKING.Pathetic how predditors come here and LIE
>>61474230>>61474238Cowardly fuck just lies then slinks away
>>61474290nvm down 30% now
>>61474117Many such cases
>>61474270>asset prices are upIsn't that just another way of saying that the dollar continues to lose value?Also, what else is to be expected after a rate cut?
>>61474294You're genuinely retarded he's saying they're pausing cuts to see what the three cuts have on the economy although if the situation is dire then of course he's open to cuts but going into 2026 they're not top of the agenda you fucking spasticated cunt don't reply to me you're a fucking moron
>>61474270Mr. Trump what about my buttcoin and Nigvideo
>>61474316affordable again.
>>61473697>Ai really cool guise>whut is cost per compute? Ram 3× in price as of late my nigger. We're in for a pop in q1 26 that'll make deportations of jews viable by q3 due to the outrage and instability of hyperinflation.
>>61474260stealing technology pays offwe know that by now
End of year fund manager asset allocations coming up now. They can’t ignore metals sector. Best performing last year and clients want answers and safety from AI wobbles. Will be some rotation out of tech to derisk. They will do a mix of big miners and physical with some form of Swiss custodial arrangement probably. All takes about two months to run by legal and all the other departments. Don’t be surprised if you see 5k gold by February. And minders up 30-40%.
WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON WHATS GOING ON
>FTNTContract soon.
>>61474340Plus add into that silver has a real global classic shortage dynamic 30 years in the making. Also CBs now actually Adding physical silver too. Something not seen in a long time.
>KOLD doubters in shamblesI was laughed at... mocked... my family... in tatters...!! WHOS LAUGHING NOW
>>61474340all i see is a double top lol
>>61474315he was directly asked about rate cuts. he refused to say there wouldnt be a rate cut in Jan, due to being data dependent and concerneda bout the job marketyoure being purposefully retarded, and i hate when you people come here.
>>61474350>Also CBs now actually Adding physical silver toononsense
>>61474340wow, Silver is over $63 now, it's really taking off too
>>61474357Miss it if you want. I care not.
>>61474340anon, this recent pump in gold WAS the rotation. Everyone who wanted to reduce their exposure to tech and buy gold has already done so. Why do people like you always try to convince others to buy in at the top of a cycle?
>>61474353HE ALWAYS SAYS IT DEPENDS ON THE DATA YOU FUCKING RETARD, that same line was interpreted as "Hawkish" at the October press conference when he said December rate cuts aren't a forgone conclusion, nothing is set in stone but as I said The Fed says they want to wait and digest the three rate cuts in a row UNLESS the situation is dire you're a fucking retard
You know I'm starting to think Micron isn't actually announcing a contract this week (but that's okay)
>>61474369based on silvers last cycles it's still just the beginning.
>>61474369Are you nuts? If just 1% of managed global assets was rotated into PMs. It would explode the price. Most fins still have zero or near zero allocation. JPM and Morgan now saying 20-30% is the way to go. Which is seismic for gold. Asset allocations happen after new year. There’s so much money out there. It dwarfs the market cap of gold and silver. A big swing into these areas would make your head spin.
At least I was able to close out some covered calls much earlier than expected today for a nice profit....
>>61474372I think youre purposefully being retarded, so i will now refuse to reply to your retarded message.Suffice to say:JPow said that a cut MAY happen, dependent on data. "people" like you, claim that there is only one rate cut in 2026.When in reality, the "being data dependent" is him telegraphing future rate cuts. When he says inflation is mostly under control and rates are on the "very high end of neutral", but jobs market is more of a concern. That is him, again, telegraphing rate cuts :)It's okay that your black skinned, and retarded. Just let people like me lead you :)
>>61474390you're acting like gold is some new IPO or some shit. You think JPM haven't heard of gold prior to this year? There is a reason why gold has significantly underperformed the S&P500 for the last 100 years and that reason didn't change this year for the first time in a century. People buy gold when they think the market is in a bubble and when they want to derisk and they sell gold and go back into riskier equities once there are attractive valuations.
>>61474369Summary Table———————-Asset Class Estimated Value % of Western Institutional AUM (~$345T)Western Institutional AUM $345 trillion 100%Gold Market (Total Stock) $15.8 trillion 4.58%Silver Market (Investable) ~$60 billion 0.017%Precious Metals (Combined) ~$15.86 trillion ~4.6%Gold & Silver Miners (Equities) ~$1.3 trillion ~0.38%Imagine what 5% rotation into these markets would do from western assets under management. That’s excluding all non western demand too (that’s outside of western institutions)
baking
>>61474362>>61474362
COME ON I WANNA SEE SOME BLOOD AND TEARS, WE WERE LOWER 3 WEEKS AGO THESE BULLTARDS STILL HAVE HOPE
>>61474425>>61474429lmao
>>61474394at least you made money
>>61474411>that reason didn't change this year for the first time in a centuryactually it did >People buy gold when they think the market is in a bubble but also literallly EVERYONE thinks AI is a bubble
>>61474411Pretty much this. Which is why when the market gigadumps, gold dumps as well, as investors go out of gold to buy cheapies stonks.
>>61473358Officially scientifically has been proven that tobacco harms the health of smokers, which means that such earnings are black money, they harm the health of every recipient.
>>61474396>"people" like you, claim that there is only one rate cut in 2026.Yes according to the CURRENT view by the FOMC they are projecting ONE rate cut in 2026 as things CURRENTLY stand unlike you I don't make future predictions because I rely on data and not speculation, done talking with a fucking retard like yourself
>>61473349>SpaceX editionI will wait for SpaceY edition
