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File: 1777298664797151.jpg (837 KB, 2941x2416)
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snibbed edition

>Educational sites:
https://www.investopedia.com
https://www.khanacademy.org/economics-finance-domain

>Financial TV Streams:
https://www.newslive.com/american/cnbc.html
https://www.livestreamy.net/bloomberg/

>Charts:
https://www.tradingview.com
https://www.finscreener.com
https://www.portfoliovisualizer.com

>Screeners: so you feel like in the movies
https://finviz.com/
https://etfdb.com/

>Gambling:
https://www.optionsplaybook.com/options-introduction/
https://www.optionsprofitcalculator.com
https://optionstrat.com/
https://www.optionistics.com/quotes/option-prices

>Pre-Market and Live data:
https://www.investing.com/indices/indices-futures
https://finance.yahoo.com/

>Calendars
https://www.marketwatch.com/economy-politics/calendar
https://www.earningswhispers.com/calendar
https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html
https://www.mortgagenewsdaily.com/data/building-permits

>Boomer Investing 101: so zoomers with meme stocks can outperform you
https://www.bogleheads.org/wiki/Getting_started
https://www.sec.gov/search-filings

>Misc smg:
https://www.financialjuice.com/home
https://finance.yahoo.com/trending-tickers
https://market24hclock.com/
https://www.dividendchannel.com/drip-returns-calculator
https://brokerchooser.com/
https://www.chathamfinancial.com/technology/us-market-rates

>NEW THREAD: Copy-paste the following when making a new thread:
https://pastebin.com/NyzbAsX4

Previously on /smg/
>>62178899
>>
>>
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> futures
>>
>>
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>he baked
>>
>>62179983
what's mr trends journal up to these days?
>>
>>
SanDisk, MU, memory rally is insane. How long will it keep going up? Why isn't NVIDIA affected?
>>
>>
How's the real estate bubble doing these days
>>
>>
>>62179995
>>
>>62179993
zesitmate hitting ATH after ATH. might sell soon. place is falling apart and needs a new roof or insurance is going to drop me.
>>
>>62179993
Bubble?
>>
I sold everything today, I'm ready to buy the dip
>>
>>62179993
>>
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>>62179988
>what's mr trends journal up to these days?
JUST ABOUT McFUCKING HAD IT
>>
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Is it just me or did today's pump just feel gay and kind of bearish?
>>
>>62180013
It was gay but in a good, non-homosexual way
>>
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>>62180013
Shit's fucked.
>>
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459 KB JPG
>>
>>62180013
>>
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>>
>>62180017
>bros
>>
Why did SPY pump to $724 today
>>
>>62179981
What lead you to believe you could ever become rich? That is hubris
>>
I'm getting raped Monday aren't I
>>62180021
Oh damn I think they'll get a nice little pump
>>
>>62180013
a bearish pump? is there such a pump?
>>
>>
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>went from 130k to 110k during the Iran happening
>considered panic selling for the first time in my life
>crippling depression made me indecisive so I didn't
>now up to 140k
how do I mental illness max?
>>
>>62180034
>>
>Iran war finally "done" (its not)
>Trump now declaring we will take over and annex Cuba
YOU FUCKING NIGGER
>>
>>62180046
personally I think Cuba is overdue and welcome them as the 51st state
>>
>>62180046
I dont think Cuba will fight back if we just ask them nicely, especially if we give them territory status. Then theyd get almost every benefit of statehood sans voting and federal taxes.
>>
>>62180048
>welcome them as the 51st state

dum ass dum ass
>>
>10 million communists are now Americans
based
>>
>>62180029
never heard of an exit scam pump
>>
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henlo mister jerome
i will miss u
thank u mister jerome
>>
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107 KB PNG
In order to emotional recover from my fuckups and failures I'm going to hyperfixate on Marvell now instead
>>
>>62180071
why haven't they 32x'ed yet?
>>
>>62180023
these people need to jobmax lol. thats the easiest 10x for anyone.
>>
>>62180071
I bought a marvel call spread at the first top and then pussied out at the pull back. I’m a bitch
>>
im so sick of bulls this market can sustain more going up only
>>
>>62180081
is that like getting the avengers back together for a sequel?
>>
>>62180084
>>
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>>62180046
Unlike Iran and Venezuela, Cuba will be really easy to take over. Even a slight breeze would make the Cuban regime fall.

They have absolutely nothing, and no leverage. Their government released propaganda about how ready they are for a US invasion, and they showed artillery being pulled by donkeys.
>>
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Apparently people in my hometown are threatening to kill each other over a proposed data center
>>
>>62180093
>>
>>62180095
which side do you want to win?
>>
>>62180084
As long as we fight for gods chosen people our stocks will be blessed
>>62180087
Yeah I dunno what the deal is. Marvel movies always do well and marvel rivals is a cash cow.
>>
File: alab.png (1.25 MB, 1182x644)
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never 4get
>>
Lot of people shitting the bed over not having bought MU/MUU or sneedik or AMD. Meanwhile, I'm just content earning less with ETFs weighted towards these but that won't necessarily break me if they start to tank since other holdings can recuperate the loss.

Am I retarded? Am I officially boomer? Should I pour all of my savings into MUU and SOXL?
>>
>>62180096
The Americans.
>>
>>62180096
Big data
>>
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>>62180101
It is fun to hold
>>
>https://www.indexbox.io/blog/spacex-ipo-in-2026-175-trillion-valuation-retail-investor-focus-and-pre-ipo-access-options/
The era we used to know will be over.
The return of the 2% tip will return
>>
Threadly reminder that Uranium demand will be outstripping supply for at least a decade.
>>
I WANT A 50% CORRECTION ALREADY GOSH DARN IT
>>
File: 1760322186511.jpg (704 KB, 1080x2340)
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Bullish for IREN
>>
>>62180046
based
Do it orange man, SELL IN MAY
>>
>>62180104
Hope they triple your electric bill
>>
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>>62180108
how do i play this anon. give me leveraged etfs or single stocks for the uranium golden bullrun
>>
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Gary says
>>
>>62180101
everyone's risk tolerance is their own.
>>
>>62180119
UUUU?
>>
>>62180055
>does it at 8:28 PM

DO IT TRUMP
PLEASE CRASH THE MARKET
FUCK EVERYONE FOR BUYING THE DIP EXCEPT ME

IT'S NOT FAIR I DESERVE GAINS TOO
>>
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>you made me stay donald
>>
>>62180134
They are so cute aren’t they
>>
>>62180013
oil spiked up 10% the other day for obvious reasons. its down 2 days in a row for no reason
there is ample reason to think that the markets are retarded
>>
MXL ?
>>
>>62180121
>$10k silber
Please I can only get so erect
>>
>>62180142
should we buy in?
>>
>>62180148
PM bulls often times get absolutely rekt when their price targets get too outrageous...
so silver back to $52 is more likely trololo
>>
>>62180107
When nuke? I need my oil calls to start printing
>>
>>62180101
No. Stay the hell away from leveraged anything.
>>
>>62179990
I'd but I am enjoying it while it lasts.
>>
i think my penis has stopped working
>>
>>62180162
your BF too
>>
File: theyknnow.jpg (60 KB, 511x288)
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the jews know about our guy shut it down
>>
I should have invested in other AI adjacent companies like AAIO or MRVL instead of shitvidia...
>>
>>62179977
If the following IPO'd the same day, would you buy in? What percent would each make of your portfolio? Is it unwise to go all in on any of these?
>SpaceX
>OpenAI
>Anthropic
>>
>>62180153
>should we buy in?
Not sure, I just heard about it, of course just after a nice rip. Its new to me so I was checking here to see if other anons had input. A lot of tech companies associated with chips, fiber optics, photonics are absolutely ripping and I want to find some before they are $300+/share. I bought GEV at $650 thinking I was too late and that shit is $1062 now.
https://www.youtube.com/watch?v=9ErRkx2-W3Y
>>
>>62180106
Fun after your avg price is far out of site below. Scary when you're buy at or around ATH's

>>62180107
More details?
>>
>>62180101
leverage is based fuck everyone
>>
>>62180108
I saw this posted a year ago and your shit still isn't impressive
>>
>>62180175
thanks bro. ill take a look. this buildout will continue for years i think.
>>
>>62180119
The stock in that image is (CCJ) Cameco, they stockpile yellow cake and have 20+ million lbs of it. A great entry stock is Denison Mines (DNN) which is a miniature version of them but much lower priced, they did like +172% in the last year and are around $4. They have a pile of a mere 2 million lbs of yellow cake or $750 million, a damn nice little reserve to be sitting on. Buy a share once a day whenever you think about a starbucks coffee and stack that shit for a few years.
>>62180128
They are pretty good(+370%) but remember they mostly do the exploration part not actual mining so their growth doesn't ramp like DNN and CCJ.
Two key factors to look for:
1: Canadian companies are great, they get cheap sulphur for the extraction process.
2: You want ones that extract and process yellow cake themselves, not just mining it. Vanadium is a co product (it's called red cake) and is used in all high grade steel.

I've just been skipping a coffee or snack once a day and buying a share or two of DNN, occasionally some CCJ when i have a bit of extra cash. CCJ has better growth history but DNN feels like it is undervalued.

Besides it's fun. Try this: Spend $3.75-$4 to buy one share of DNN. Next time you see someone talking about politics, investment or anything just look around you and think 'hehehe, none of these fools know my company has 1300 atomic bombs worth of fissile material' which will be a technically true statement. I own shares in both so for me that thought is '15,000 atomic bombs' worth. You get this odd feeling about the world around you that puts everything in perspective.

>>62180183
May we see your one year returns that beat +162%?
>>
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>>62180136
>cute
>>
>>62180168
Hormussy has become very boring.
We were promised global economic collapse but ~60 days later fuck all did happen and stock indices are printing several new ATHs every week.
>>
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>futures
>>
>>62180110
>50% correction. everyone trades on margin 2:1 and stock prices go back to the exact same price
>>
>>62180093
buy signal if you ask me
>>
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>>62180198
I don't see an animal in this pic
>>
>>62180201
there are tiny slices of it on the pizza
>>
>drumpf says the war is over
I hope you panicans didn’t sell on Friday
>>
>>62180178
I bought at ath in January and held that shit through massive dips. Be a man.
>>
>>62180194
I know, hopefully the November surprise will be nuclear war with China over Taiwan. The boost to my LAC stack will be wonderful and California being vaporized will really help the GOP keep the House.
>>
>>62180203
oh yeah
>>
in the past two days i ate around 390 gramms of choggy at ~55kcal per 100g
i weigh 145 pounds yet i am so fucking ashamed of myself
>>
I can't believe MU has a dividend lmao
>>
>>62180194
it could be a few more weeks or even months until the actual lack of oil reserves forces the market to face reality
>>
>>62180215
>literally the two more weeks meme
bro reality doesn't work like this
>>
File: connoisseurs.jpg (126 KB, 1280x720)
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>WDC market cap 146B
>SNDK market cap 162
What was Western Digital's plan here when they spun them off last year?
>>
>>62180215
>or even months
he read the jp morgan oil flash note
>>
>>62180216
maybe not, we'll find out
>>
>>62180121
I have AGQ at 105$ my body is ready.
>>
>>62180219
which means none of what was written in there is going to materialize
>>
>>62180221
you'll love it even more at $45
>>
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>>62180216
>>
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>>62180224
hee heeeeeee
>>
>>62179236
Citrini with the friday night shill openly calling for another 2x, right on schedule. Crime always pays.
>>
>>62180223
Its fine, im not concerned. Thats what tax harvesting is for.
>>
>>62180222
My biggest takeaway is we have a lot of time to get a deal done so that we don't have to tap into oil that is currently in the pipelines as that is the hardest to redirect vs redirecting barrels on the sea. And the numbers they gave weren't scary enough imo. LE HECKIN DEMAND DESTRUCTION
>>
Since im poor and cant afford MU or SanDisk should I buy oklo? They will obviously do a -20% post earnings.
>>
>>62180101
Is the etf DRAM? If so then you're gucci. If it's SOXX or EWY or some other basket of random trash that by chance contains 0.01% of a random memory name then you done goofed.
>>
>>62180233
I even operate on a more simpler base...
*ahem*
le rona didn't do shit where everything was shut down globally so why should a congested hormussy?
>>
>>62180234
go for it
>>
>>62180121
Crazy that Scoops got rich on that chart
>>
>>62180240
Im gonna sell a 1 year put at the 50 strike. It's like 1k. Enough for me, plus I dont use margin.
>>
Is biz making me a better investor?? Maybe?
>>
the only concern i have...

...is that the feeling of "this is all too good to be true" is starting to creep up on me
>>
>>62180247
That feeling has been with me since the moment we started rallying a month ago. None of it makes any sense.
>>
>>62180101
>should i buy leveraged at the top
nope, wait for a big dump
>>
i wish someone would invest in a roller coaster for my town
>>
>>62180249
well... hmm...
the only tangible thing that i can up with is that the "iran thing" has not been a "debt destroying" event in any way shape or form...
so none of the total outstanding debt/currency/money/wealth that the S&P500 was valued by previously has vanished so it was a gimme that valuations would return AND exceed since debt/currency/money kept on increasing uninhabited throughout the thing...
>>
Aren’t we supposed to be hearing about a new paradigm by now? This is a pretty quiet ATH.
>>
>>62180212
that is quite a lot of chocolate mr skelly
>>
>>62180262
i'd list all the things i ate if i weren't frightened that they'd gangstalk me again if i'd disclose
>>
>>62180259
spy +5% ytd lol
>>
>>62180266
>at early may
a +5% year was considered a very good overall year just shortly before you were alive
>>
>>62180259
>Aren’t we supposed to be hearing about a new paradigm by now? This is a pretty quiet ATH.
that's the cool part
the us stock market just keeps going up and up like clockwork
the oil shock made a little dip, and then we're just back to a slow grind upward
meaning AI is pretty cool, but not like a bubble
so we still have time before it gets crazy overhyped.
earnings estimates are about 15% increase yoy, so the s and p should be up at least 10% end of year
so 7700. maybe a full +15% year. kinda boring to be desu

other countries are not american, so they aren't invited to the party. but they aren't real countries anyways so we already knew that
>>
What do we think about this watchlist? Am I missing anything? what would you guys ape in on if you had 20k liquid at 20 years of age?
>>
>>62180154
>trololo
TIME TRAVELER
GIVE ME ACCESS TO YOUR TIME MACHINE
I NEED TO GO BACK TO 2009 FOR MILLENIAL PUSSY
>>
>>62180279
motherfucker
>>
>>62180175
>Not sure, I just heard about it, of course just after a nice rip
it wouldn't be /biz/ if we weren't always late as fuck.
>>
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>>62180175
>>62180153
>candle just parabolic with no pullbacks
That's gonna be a no from me, dawg.

Call me crazy but I like it when charts have logic supports, entry points and dips.
>>
>>62180280
many millenials still live today
>>
>>62180169
I don't want to bully but nvidia is already like 4 trillion mcap, MRVL is projecting at least 15 billion (up from 2.2 billion) in revenue by 2027 and probably 40 billion in 2028. Nvidia is the blue chip but MRVL has room to run.
>>
How is SPOT not a good investment? Does Spotify even have any real competition?
>>
>>62180217
WDC did not realize that NAND would dramatically outstrip hard drives.
>>
>>62180227
>>62180224
>>62180216
>>62180215
markets won't face reality unless companies are going bankrupt from this

The only thing that will shake them is if Trump openly tweets "I'm keeping thestraight closed for 15 years and will nuke tehran if they don't comply" because the assumption is that the war is ending soon.
>>
>>62180284
>>
>>62180281
I didn't even mean to bait kek
20k at 20 whats the play here faggots
>>
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>>62180188
>they stockpile yellow cake
Pray to god you dont drop that shit. Black CIA is on the case.
>>
>>62180287
How do they make money. As in profit. I pay for it but it seems like a low margin business
>>
>>62180287
yt premium
apple music
piracy
etc
>>
>>62180297
they weren't profitable until 2024. Its just ads, subscriptions, and selling listening data to jewish record labels
>>
>>62180295
>Black CIA is on the case
You can just call them cia now, they merged with white cia and fired all the legacy employees. Black cia is redundant
>>
Volatility related to financial instruments in times like this are why i go out of my way to focus on companies that mostly sidestep it. It is one reason i've focused on specialty extractive industries like rare earths and fissiles. Certain companies like the previously mentioned uranium ones not only don't have any real debt but have huge physical stockpiles, sort of like goldbugs if you could power a reactor with gold. Call me crazy but zero debt and a warehouse full of 11,000 tons of Uranium makes me think companies like that can weather a bit of market volatility. In the long term Lithium and Uranium companies WANT a never ending oil crisis.
>>
>>62180303
Have you never seen Chapelle's Black Bush sketch?
https://youtu.be/9DLuALBnolM
>>
File: HHQf2ZjaYAAA2VZ.jpg (163 KB, 951x1200)
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New AI pivot dropped. Toilet company this time.
>>
>>62180283
>Call me crazy but I like it when charts have logic supports
I hear you. Its only 1,100 employees, not sure of their backlog and future growth potential.

BE is exploding also has good earnings. Their claim to fame is to be able generate electricity in place for data centers and other applications with the need for electrical infrastructure, but they need gas pipeline infrastructure to deliver all the gas they need. Other stocks in the tech sector that have product/services in high demand had not problem going from $300 to $1,000 so I am trying to figure out if I want to buy some just in case. Even with out AI data center growth maybe these gas to electricity conversion systems can be back up, supplement, or full source electrical generation for many types of business, maybe homes, apt complexes, sports arenas, who knows. What the max potential for this technology and company.
>>
>>62180312
>literally called ass
>>
>>62180312
>>
>>62180295
These nigga's even got some shit called Vanadium, don't even know what that is but they call it 'Red Cake' and that shit sounds Chinese as all hell yo!
>>
>>62180311
I'm not in a mixed race middle school in 2002 anymore so I haven't thought about the chapelle show since it aired
>>
>>62180312
>>62180315
What’s the next AI company bros
>>
>>62180318
idk I was really hoping spirit airlines would pivot before shutting down
>>
>>62180315
SHITTING BUT THE TOILET TELLS YOU IN A KWAII VOICE YOU FORGOT TO WIPE
>>
>>62180317
we've lost so much.
>>
>>62180279
watch list for ants?
>>
File: IMG_20260430_232622.png (1.66 MB, 1482x1055)
1.66 MB PNG
>>62180250
>+50%
>wait for le dump
>+100%
>wait for the big dump
>+200%
>wait for THE BIG DUMP
>....

kek. we are heading to $2000 EOM keep being sidelined like a bobocuck
>>
>>62180340
>>62180293
microslop saves a normal and an ant screenclip for some reason
>>
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>>62180343
I’m too chicken shit to buy in at all time highs and I’m gonna miss out of the greatest bull run of my generation. ;_;
>>
>>62180333
>we've lost so much.
geezer was so hard even his fucking nightmares were scared of him
https://m.youtube.com/watch?v=nKNErbJKSYQ&pp=0gcJCVACo7VqN5tD
>>
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>>62180348
scared money dont make money
>>
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>>62180352
>scared money dont make money
Nigga is you gon' get down?
Or you gon' lay down?
And when you lay down...
You STAY down!
>>
File: IMG_20260430_192537.png (1.96 MB, 1491x1085)
1.96 MB PNG
>>62180318
wait for cerebras systems ipo. some anon explained why it's a good ai company with huge potential
>>
>>62180311
that was pretty good
>>
File: recline.mp4 (3.28 MB, 720x1280)
3.28 MB MP4
>NTDOY
>>
Want to know if I should invest in MEMS(Micro-Electro-Mechanical Systems) production stocks or not. Are they the future?
>>
>>62180358
Thanks. I love that picture. He looks at peace.
>>
>>62180394
>be at peace
>without Jesus
No such thing
>>
is anyone else getting weird bugs
>>
>>62180348
its literally always at an ATH like 60-80% of the time, its just a mathematical corollary of a stock market (line goes up historically). Imagine a bobo when SPY was 2k. He waits for a crash until SPY hits 3k and it dumps to 2.5k, but thats still too high for bobo because 2k was too high for him, so he stays sidelined and SPY goes to 7k.
>>
>>62180029
Ok butpeg
>>
>>62180390
>>
>>62180394
truly
>>
>>62180204
Ofc the panicans sold, that's why we pumped.
>>
>>62180416
Silex Microsystem is going public next week. Supposed to be one of the best MEMS foundries. Wondering if I should buy. You can apply to buy stonks in advance now here in Sweden
>>
I was considering getting into Nintendo but it looks like it's getting beaten down pretty hard.

Anyone have a theory on how to value it?
>>
>>62180312
>>62180315

TOTDY chads we rise

TOTO gotta be the ultimate meme stock. shit to chips for the pumpa
>>
>>62180438
I look at it as a counter AI/RAM play
memory is cyclical as fuck so when there's oversupply they will probably pump but nothing crazy (maybe a 2x in a year or 2)
it sucks that it's tied to the USD though because most of their sales are in the US and I think that the dollar will continue to devalue long term vs other currencies
but you can't really look at it from a fundamentals perspective (they suck tbqh) since a lot of their strength lies in IP and how they monetize it can change overnight
>>
>>62180208
Rural NorCal here: Fine by me. I'll take one for the team.
>>
>>62180426
>Ofc the panicans sold, that's why we pumped.
probably so, it's probably already priced in
t. sold
>>
>could have went from 45k to 450k if I held my SOXL liberation day buy
How to cope?
>>
>>62180315
fucking really japs just shit next to each other in the open wtf . idians must love japon
>>
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Gas prices are mooning and this faggot general is still coping about
>muh nothing ever happens
>muh line only goes up
>muh real economy doesn't matter
Nu/smg/ has become so fucking cancerous holy shit.
>>
>>62180476
Kek. It's more likely to be a toilet showroom.
>>
>>62180488
were on a board that maily exists because of shitcoins
>>
>>62180488
>Gas prices are mooning
>muh line only goes up
well, anon....
>>
SNDK IS JUST A STUPID PIECE OF SHIT SD CARD WTF I WILL NOT HOMO INTO IT
>>
>>62180315
late bubble shit
>>
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I need a 1000x before summers ends. What do you big-brained Wolves of Wallstreet think I should buy to accomplish this? I'm too stupid to even guess.
>>
>>62180507
0dte spy options, you're either going straight up or straight down
>>
>>62180507
SOXS full port
>>
>>62180076
>>62180023
Hey what's up cunt how the fuck would some 50k-60k a year job 10x my money when I'm low six figures. Fuckin talkin shit like I wouldn't come back and find out.

>hubris
Fuck off with your retarded moralism. This entire board is gay and full of NGMI faggots, unironically, because they assign moral values to something as simple as
>buy MUU at 55 in december
>sell at 86 in early January
>flip into SNDK for earnings
>sell now your initial 10k is 40k
>wait for late Feb to buy into MUU again
>trump shits the market up but that's cool because you didn't go all in
>make another 30k now you have 70k
>throw that shit into SNXX at the 30 dollar low for NSXX earnings
>sell today now you've got fucking nearly 300k
OWOWOW so hard

All of this is doable merely with balls
Entire board of retards fudding shit they refuse to understand
>>
>>62180358
>cerebras
>>62180394
Revenue growth went 400% in 2024 from 2023 and slowed to 76% from 2024 to 2025 at 540 million but they signed a contract for 10 billion over 2 years with Openai for their miniwafer chips, more will likely follow and increased demand for everything means they might see their revenue dramatically increase from about 5 billion in 2026 to 10 billion in 2028 to 30 billion in 2030

Another "AI rapid growth" stock.

IPO at 40 billion valuation, Marvell has 2.2 billion current revenue valued 4 times as much and that revenue is projected to increase to 15 billion or more by the end of 2027. The broad and rapid gains for these 'third tier' AI hardware companies will make them the next to run, probably, unless the market crashes.

FUck anyone who fudded SNDK a year ago.
>>
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Seriously, diesel is fucking $7 a gallon by my house and is literally getting more expensive by the day. Shit is hitting the fan. This summer will be absolutely wild.
>>
>>62180496
sneed
>>
>>62180507
KLAR is gonna go up up up
>>
>>62180528
its crazy to me how unconcerned the vast majority of people are about this
>>
Jesus
Big G
Give me a fat shart on Micron

Micron's sales have consistently been a little better than sandisk's, Micron is projected at 18.97 earnings per share in 6 weeks, she's going to 28 bucks my sisters.

Big G please make trump shit the market up and take this back to the longterm support at 450 or a bit lower.
>>
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Bloomenergy (BE) had a lot of debt and their products were relatively expensive when compared to existing proven technologies (turbines and ICE). Trump's One Big Beautiful Bill contained a 30% tax credit for Bloomenergy's fuel cells provided the systems were installed after 2025. BE proved the technology building a 50MW project to power and Oracle data center in Utah which was initially plagued with delays because of the proposed gas turbines. BE's tech offers low emissions (reduced permitting) and needs no water for cooling, quick to install, and scalable. In 2026 BE price has increased 234% and their last earnings report April 28 had a 242% EPS. Looks like the BE tech will provide the energy needed for all the data centers with faster permitting, faster construction, less water (for electricity generation not data center cooling), lower air emissions, provided there is enough natural gas to supply the fuel cells.

I think I am buying in for a small position Monday unless anyone has bad news.
>>
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>massive nword gap at this point
>tombstone fuck off top sign candle
>trump trying to force the market down
>sandisk next earnings 40 eps
>micron to 28 eps
>micron 550->450->675
>SNDK 1180->700->1800
Holy fuck I really could have made it swing trading
>>
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>>62180536
>>62180528
If you got spooked out of the markets in 2022 when diesel prices were this high you'd have missed out on almost 60% gains. There's this quote by this wise philosopher who once said something to the effect of "only stupid goyim make their investing decisions on the real world" and he's been 100% vindicated.
>>
I should add that if BE can provide the required electricity at a good price, without taxing the local grid, and provide it faster than buying turbines or getting the local utility to run lines, then all the other business making money supplying data centers (NVDA, NBIS, CRWV, VRT...) can keep cranking out their products and services and making money. I wonder what affect BE tech will have on GEV if BE can scale fast enough?
>>
>>62180551
>what is the 2008 financial crisis
kys faggot
>>
>>62180551
its not about the gas prices per se, but the underlying macro

2022 was very different from our current situation
>>
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>>62180553
The 2008 financial crisis was a generational buying and holding opportunity if you weren't a cowardly goy.
>>62180555
>This time it's different
Thanks for the insight.
>>
From reading oil analysis it seems like we're in for some brutal shortages which have to force prices up (through a combination of crude prices and refined product prices) to create enough demand destruction.

When those prices are realized, the most marginal barrels will be priced out, which means some combination of an industrial and consumer recession. Spirit Airlines dying this morning is one of the first major casualties.

My read on the all-time-highs despite the obvious bearish news is that bulls look at it and see a temporary situation that will rocket higher on resolution. Paradoxically, the lack of a market downturn is encouraging Trump to continue, making the actual situation worse as the closure continues.

Now, will we spring higher or sell off? Well that depends on whether we get an Iran deal. How amenable are both sides to a deal?

Right now Iran seems to think a deal with the US is not worth the paper it's written on and is instead determined to punish the US economically to create deterrence from coming back and doing this again in a few years.

I think if Trump could have TACO'd by now, he would have. There doesn't seem to be any viable exit strategy where he wins or can even claim victory by deescalating. The only reason the last ceasefire came about is because Trump lied and said he agreed to Iran's peace terms. Meanwhile his staff is in the Israeli camp of wanting to wreck Iran by destroying its civilian infrastructure.

If he can't deescalate that means he has to stay put or escalate, and any potential escalation that's on the table would lock in this temporary oil supply disruption as largely permanent.

So in my opinion, the only way we sell hard off is if the war restarts and they hit each others oil and gas infrastructure hard. Until then we will retard pump or crab because the downside risk is not calculable right now.
>>
we have superior technology these days we can just ask ai how to avoid market crashing problem solved next
>>
>>62180556
The gas chambers are coming.
>>
Do something yo ufat fcuk
>>
What's the word on SIMO?
>>
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>>62180557
Spirit was already dead. It's last chance was merging with Jet Blue 3 years ago and since mergers were illegal under the Biden admin it died. It's only value are a bunch of 737's that smell like Red Lobster.
Iran is a nothing burger. Their Ayatollah is gay and in a coma and there's no actual leadership to make a deal with anymore. There is no "Iran" says at this point since anyone could take the power vacuum, which is why there's also no point to TACOing. There is nothing to do aside from just stealing more of their ships if they try to go through. China won't do anything, Russia won't do anything, this is just the way it is now. Which is why I doubt we'll see any big swings.
>>62180559
Don't let your anti semetic get in the way of making money.
>>
market will crash demand destruction will be intense
>>
>>62180570
Too late
>>
do you regret buying a shitty pennystock/OTC meme stock?
>>
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>>62180557
>if the war restarts and they hit each others oil and gas infrastructure hard
I think likely to happen this weekend. Trump sold his sole to Israel and his entire administration are zionists as are his family. Bibi needs the war to continue, he has Trump by the balls, therefore he has control over the US military. Iran has been very clear lately, they will go full retard and destroy the oil/gas production infrastructure of the whole region if they are attacked again. Iran has seen there is no negotiation with the US. I believe one reason Trump took out Maduro is to take over Venezuela's oil production so the US has its owns, plus Canada (Trump just approved another pipeline from Canada to the US, plus Venezuela (Chevron has a large Texas refinery that is build for Venezueal sludge crude, but the oil fields and equipment in VZ are in poor shape and will take years and billions in investment to increase production. Americans will see much higher oil prices, there will be demand destruction and inflation. At lease we can use AI to make memes. My oil stocks and tanker stock are riding high and I expect they will go higher an stay high for a while before I rotate out at the peak.
>>
What if all the other surrounding regions get sick of irans threats and attacks and start attacking them too
>>
>>62180581
They don’t have militaries
>>
>>62180583
What if Israel and america give them weapons in fact Israel already gave them defense systems
>>
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>>62180581
>and start attacking them too
The other countries relied on the US, and all the US bases got destroyed, they see the writing on the wall. Iran will just him them again and Iran has the missiles to do it. Saudi Arabia has all the best US planes, bombs, missile and they could not beat the Houthis after 7 years, no way they can stand up to Iran. Besides, arabs cant fight worth shit.
>>
>>62180440
What a joke of a market.
>"Duhhh, we be doing AI too bros"
>Instant 60+%
Crash this fucking market already.
>>
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>>62180586
>What if Israel and america give them weapons
>>
>>62180581
ya think they can do anything if the US has to cuck out with blockade.
their oil refineries get blown, water de-Stalinization gone. tens of thousands dead
>>
>>62180588
>all the US bases got destroyed
not from what I've seen. their missiles have been mostly intercepted. the damage a drop in the bucket to military expenditures
>>
>>62180528
I find it weird too, regular ole gas is freaking expensive. I wonder if there is a tipping point where it suddenly just causes the markets to crash like a black swan ie people suddenly just going
>sorry boss not coming in to work today
>you have me for a 4 hour shift, not worth it at these gas prices, give me full time or I quit
Maybe even full timers with long commutes that use a full tank per day
>>
>>62180551
>2022
Markets tanked for most of that year. When were diesel prices high, near the start or end of the year? The bull market didnt start until late 2022. It was just downward for months on end. Man what a terrible year that was for trading.
>>
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>>62180598
>Full tank per day
Ah yeah, all those boomer work in the office folks who travel 250 miles to their 9-5 office job, 220 miles to the bar for a drink, and then 30 miles back home. Very common scenario in the USA.
>>62180601
I was buying during that time so it was great for me. Just buy, never sell.
>>
>>62180597
>not from what I've seen
Almost total media blackout in Israel, US bans PL and other satellite companies from publishing sat photos of Israel, what vids have come out show Israel getting its shit pushed in. Billion dollar US radar systems destroyed, US taking remaining systems from South Korea, Japan, and Europe to protect Israel. Seems Iranian missiles were just fine. Last year there were live streams of the missiles hitting Israel, now they are blocked.
>>
>US Justice Department can use military lawyers to prosecute civilians, judge rules
>>
>>62180605
So what?
>>
>>62180601
https://www.washingtonpost.com/business/interactive/2022/stock-market-sp500-down-this-year/
>It is one of the 10 worst performing years for the stock index in at least 90 years.
if that's what we've got coming, it's def time to get out
>>
>>62180604
>Billion dollar US radar systems destroyed
we already have figures on the cost of the Iran war thus far. nothingburger. the subsequent 1.5t budget they want going forward is significant
>>
>>62180604
AP has reporters on the ground in Tel Aviv, the blackout is only over Gaza and the West Bank (for obvious reasons)
>>
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>>62180614
>AP has reporters on the ground in Tel Aviv, the blackout is only over Gaza and the West Bank (for obvious reasons)
Don't argue with the turdies. Let them live in their own world where Israel lost, if you try to correct them they get very mad.
>>
how much higher can INTC go ?? think china is going to take tiawan
>>
>>62179985
taking a good look at that snout
>>
>>62180614
>AP has reporters on the ground in Tel Aviv
They only report government propaganda. Citizens are banned from posting vids of real damage under penalty of jail. Live video feeds had to be pointed to the sky so not to show impacts of Iranian missiles on the ground. Showing the sky revealed most missiles were not intercepted. Ted Postol has done many interviews and provided detailed analysis about Israel's and US failures to intercept Iranian missiles.
>>
>>62179985
what animal is this
>>
>>62180619
>Ted Postol
I'm sorry but he doesn't have any inside knowledge and appears to be making a living by spewing bullshit on the internet like so many people these days
>>
wtf shit thread you smiggers are really going to do this all weekend? might as well just shut it down
>>
>>62180556
>Thanks for the insight.
Do I really need to explain the differences between the war in Ukraine and the blocking of the Hormuz?
>>
>>62180646
the Iran war relates directly to oil stocks and many on smg are oil bagholders as well if the war escalates it impacts the entire stock market as was seen for the entire time prior to the ceasefire in fact the market already crashed multiple times and recovered in minutes on inaccurate tweets
>>
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>>62180488
>Gas prices are mooning
high gas prices = high inflation = money goes into stocks = line goes up
>>
>>62180657
you sure ?
>>
>>62180590
>>62180440
>>62180315
Ah, yes, this fucktardation, alongside shoes company going into AI. And people will tell you there's no bubble. This is fucking 2000 headlines, for fucks sake. Alongside this fucktardation.
Jesus fucking christ.
And don't even get me started on how it's actually worse than back then, at least money was invested in stocks. Now we have a shitload of money invested on fucking worthless internetcoins. The misallocation has never been this fucktarded.
>>
>>62180660
bears can always full port short the market and post positions if they think otherwise
>protip
they wont
>>
Basic materials bros, this is our year.
>>
>>62180657
That’s a midget
>>
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>>62180438
>How to value it
They'll still exist in 100 years. I can only say the same for a handful of companies. That's all you need to know.
>>
>>62180672
https://www.youtube.com/watch?v=osOLmUaL6ck
>>
Buy the Berkshire Hathaway dip once Buffett dies?
>>
>>62180681
nigga what the fuck are you talking about, Buffet has already left BRK
>>
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>>62180598
>I wonder if there is a tipping point where it suddenly just causes the markets to crash like a black swan
I mean, there is. Tell me you weren’t alive in 2008 without telling me.
As a reminder, oil going through the roof was the trigger than made mortgage downpayments go to the shitter, which triggered a housing crisis, which in turn triggered a financial crisis. In that exact order.
Without oil going tits up, the party could have gone for far far longer. It would have stopped at some point, as it was a cocktail of giving mortgages to retards, deregulation retardation and banks playing with fire, but it happened earlier and without prior notice due to oil.
So yes, there is a breaking point. And believe me you don't want to experience it, as suddenly it's black swan over black swan as it wakes up skeletons hidden in the closets.
>>
thoughts on KRKNF?
heard they do robots related to krakens
>>
>>62180683
Only as CEO
>>
>>62180662
babe, there's no money "in" investments, you transact with someone else, your money doesn't grow or shrink, someone else pays you the new price. you weren't alive back then either and you don't understand, the tech bubble made perfect sense to everyone, nobody was doubting it, and everyone was in agreement you had to buy stocks, they were lecturing us in elementary school about it. the valuations then were in line with the earnings and growth, it's just that stopped abruptly. this time everyone is afraid and skeptical and insisting it's gonna play out just like last time, but it won't babe. the public is not driving stock prices, it's the big wallet, always has been and always will be, and this is for real, not a fakeout. you have some recency bias, some skepticism, and some pathological racism that keeps you from trusting, but i'm telling you once again, if you're not invested in ai you're going to get left behind.
>>
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No extent species of bear is as big a bear as I am fr.
>>
>>62180691
Seems impossible to predict how the market will react to those news. If the market thinks Buffet is wrong, BRK will go up. If it thinks he's right, it will go down.

Seeing as we live in a complete meme economy where the breath of "AI" can make any stock go up ~30%, Warrens death will probably make the market hopeful that BRK will join the mania somewhat.
>>
>>62180093
>Apparently people in my hometown are threatening to kill each other over a proposed data center
where are u from
similar thing happening in my country kek
>>
What's fatty waiting for
>>
GameStop gonna buy eBay? Fuck is going on
>>62180696
I think it’ll go down no matter what. He’s a sacred cow.
>>
AMD will go to 1000 and above and there are anons ITT that will have missed it KEK
>>
finally some volatility in my bag holding stock. hope it starts goin up too.
>>
y'all think gold will crab until the midterms? I think it slowly crawl back to 4800-5000 but the miners might dump because lol $130 oil
>>
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>>62180633
elephant shrew
>>
>>62180318
BYND
>>
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>>62180817
Ahhh cute! CUTE!
>>
>>62180521
hey thanks for taking the time to type all that.

my response was to the guy who said "I'm up maybe 100% in a year, but 100% on fucking nothing is nothing."

good luck with your unrelated blog
>>
>>62180740
a stock that went from $3 to $360 and they call it Advanced Money Destroyer lol! these people cant be helped.
>>
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>>62180753
Not sure why people are dooming gold minors when gold is still way higher than it used to be, up more than 30% since last year let alone 3 or 5 years ago. Oil going up only eats into some of the recent spike in price but gold is still valuable to extract and I know PEAs might not mean much but how many of them were made still using old data because even those ones made at the ATH were way beyond expectations from the ones I remember seeing. Seems to me people are complaining that instead of going to Mars they'll only go to the Moon.
>>
>>62180662
>look at intel right this second!
there are people who still dont understand the market is forward looking
>>
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there are people who missed the entire AI bull run
>>
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>>62180845
it will be 2029, all the major players will have had an IPO, tens of thousand jobs will be replaced by AI, every piece of tech from the automobile to the weapons industry will have on board AI and there will still be people talking about bubbles
>>
>>62180848
i took a multi year break from /biz/. probably 5 years. i am trying to remember if it always had luddites. it def had people hating on crypto always. but i cant remember if people hated on chip stocks.
>>
>>62180617
Yeah the strait is closed right?

>>62180581
They already are. They host americans who attack Iran
>>
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I am floundering financially.
>>
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just putting out a warning for my non Australian friends who might be thinking about getting into eucalypt plantations as I have just learned these are a huge and growing thing (no pun intended)
Yes, they are highly profitable
Yes, they grow rapidly and predictably
Yes, the wood is of exceptional quality and can be used for everything from pulp to hardwood furniture
BUT, and I cannot stress this enough, those trees are MONSTERS
they WILL trigger massive bushfires
the bushfires WILL kill off native forest, leaving behind empty land ripe for colonisation
the eucalypts WILL spread rapidly into this new area before the native forest can regrow
this WILL trigger even larger fires that allow them to spread even further
you WILL NOT be able to contain them once they reach critical mass
Never forget that Australia is the hardcore server for ecology, the trees reproduce using fire and are fatally poisonous to almost animal in the world, there is literally nothing that can compete with them outside of Australia and even inside Australia they have more or less eliminated every other kind of tree
DO NOT INVITE THE EUCALYPTUS INTO YOUR COUNTRY, IT IS NOT WORTH THE MONEY, IT IS A TRAP
if you don't want to listen to this warning, then the consequences are on you.
pic related is a Ghost Gum, named for what happens to anyone who crosses it
>>
The US strategic petroleum reserve is now being drained at a rate of 7.12 million barrels per week. At this rate, about 200 million barrels would remain by election day. This is a bit above the 160 million barrel threshold, which is the minimum below which the stability of storage caverns will be endangered, according to The Economist.

https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=WCSSTUS1&f=W
>>
Everything is so expensive, now. I don't know where to put my money in. Any recommendations, migger bros? I don't mind meme stocks, etc.
>>
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>>62180597
>not from what I've seen
Well, perhaps you might need to widen your sources of information. Iran has published a ton of satellite pics of damage. Are they fake? There's a reason US satellite imagery companies put in blocks on releasing satellite imagery from the region, and that reason wasn't to stop Iran from obtaining it.
>>
>>62180910
you want to buy stocks that go up. winners almost always keep winning.
>>
>>62180597
There's quite a lot of footage that's been floating around online, that doesn't inspire confidence in the ability of Patriots to intercept Iranian missiles
>>
>>62180204
The war being over is a legal fiction to satisfy the 60 day time limit of the War Powers Act, beyond which a war requires Congressional authorization. The blockade is still in effect, and a blockade is an act of war.
>>
i imagine when the missiles start flying again some of what they've been airlifting will be revealed to be anti-drone lasers like they were testing near the airport
>>62180598
it's when the unemployment rate spikes and 401k contributions decline
>>62180662
don't forget building datacenters in the fucking desert
>>
>>62180848
>tens of thousand jobs will be replaced by AI
It needs to be more than that, at least in aggregate effect

A rough calculation:
Suppose $1 trillion capex
Suppose 4% interest rate, so $40 billion in interest (or opportunity cost)
Suppose an average salary of $80k per year
$40 billion is then equivalent to 500,000 salaries
>>
>>62180914
>that reason wasn't to stop Iran from obtaining it.
thats exactly what the reason was
Commercial sattelite data is of way higher quality and offers vastly superior BDA to chinkshit/vatsat images, there are also a lot more of them covering a lot more area so you don't have to wait until a thirdie birdie moves into position
the Iranians were relying heavily on this sat data so naturally it was placed on a delay so that you can't buy commercial images until after they are tactically useless
>>
>>62180544
just reading the wikipedia page on solid oxide cells and it sounds tits. just hydrolysis with a natgas kicker. we have so much natgas domestically why weren't we just doing this in the first place. buying
>>
>>62180952
If that was the reason, they wouldn't need to delay the release for more than a few days, at which point the data would already be stale.

China has many hundreds of EO satellites, meaning the update frequency is very high already.
>>
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reminder
>>
>>62180837
I think for gold in particular ore quality is a large factor but I'm no expert
a lot of metals face this issue of no new discoveries and existing mines are shit so they dump and oil risk certainly doesn't help + recession risk for industrial metals
double whammy
>>
>>62180954
ohhh it's expensive. holy fuck is it expensive. plug your fucking nose
>>
>>62180488
nothing ever happens, stocks only go up, real economy doesn't matter, COPE AND SEETHE
>>
>>62180957
I believe the delay is 30 days, which is a good amount of time to ensure that BDA is useless without compromising usefulness for more mundane purposes like monitoring groundwater levels
>>
>>62180578
>sold his sole
Kek remember trump shoes
>>
>>
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> futures
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>>62180969
It's now May 2, and yet, to my knowledge, we still don't have imagery from US providers to corroborate what the Iranians have released

30 days is way way more than needed to delay any Iranian BDA. Russian and Chinese satellites of high resolution will have flown over the object many many times by then.
>>
BANG BANG BANG
>>
>>62180987
if you want it you will have to buy it yourself
non western sats are only high res by non western standards
>>
>>62180989
wow you're so FUCKIN' based
LETS MAKE SOME FUCKIN' GAINS
>>
Whats for FUCKIN' breakfast
>>
>>62180993
No, I don't have to buy it myself. If it was available, someone would have bought it, including the rights to publish it, since the news value is high.

I found that at least Planet Labs has now restricted imagery of the Middle East "indefinitely"
https://www.reuters.com/business/media-telecom/satellite-firm-planet-labs-indefinitely-withhold-iran-war-images-2026-04-05/
>>
>>62180836
>t. 320 cost basis
>>
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>>62181009
but seriously how much money did that nickname cost people? lol.
>>
>>62180597
>not from what I've seen. their missiles have been mostly intercepted. the damage a drop in the bucket to military expenditures
The power of the modern American propaganda machine is that the propagandized don't even realize they're propagandized. That's pretty amazing if you think about it. They can make people believe whatever they want them to believe, despite overwhelming evidence to the contrary that's just a button click away on the internet. They don't even have to censor information because people don't look for it in the first place.
>>
>>62180993
Vantor and PlanetLabs have released some imagery of damage in Iran, and these images are not of much better quality than the imagery Iran releases. If Vantor and PlanetLabs have some super duper satellites that are far better than what Russia or China, then they could just restrict or downgrade imagery from the super duper satellites while still releasing imagery from the normal satellites that are not much better than what Iran has access to.
>>
are there any semis left with decent entries?
I can only think of Micron that can runup more clearly
rest seems almost overvalued for today aside from nvidia
>>
>>62181021
if you are bullish on semis for the next 5-10 years just DCA into the big players.
>>
>>62180646
Some people aren't just day traders; they intend to hold for weeks or months, and thus it makes no difference to them that markets are closed
>>
>>62181021
Korean plays, they trade at lower multiples than US semis, thoughever I'm starting to think its a feature not a bug.
>>
>>62180488
Things might happen, but the line still goes up
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>>62180657
whatever she wants
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>>62181013
Nice. I see you bought the dip as well with your remaining 3k.
>>
>>62181023
big players like?
I am already heavy on nvidia, MU, sk hynix, samsung and google
not too sure if hdd meme shit like seagate have that long so never got into them which I do also regret
>>
>>62181032
i could send pages of AMD buys, different accounts even. but i dont think anyone really wants that.
>>
>>62181037
I wasn't even throwing shade, it was just funny kek.
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>>62181033
the top 10 holdings of the SOXX
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>>62181039
i think it was a dividend or something lol. my bad bro. it dipped to like $87 shortly after lmao.
>>
>>62180613
The source of those figures is the Trump admin. Since when has it been a honest and reliable source about anything related to the Iran war?

Still, I have no doubt that the direct cost of waging the war is immaterial in comparison to the economic damage and other second-order and third-order effects
>>
how pizza sound today?
>>
>>62180108
Supply will match demand. The cost of uranium is very low in comparison to the cost of a nuclear reactor, so no one is going to let their reactor idle because of uranium prices. Planning times for nuclear reactors are very long, so no uranium miner is being surprised by sudden unanticipated demand.

What will happen is that costlier-to-extract reserves will become economical to exploit. Those who have cheap-to-extract reserves will make higher profit margins.
>>
Software companies are doomed.
Soon AI will generate software that rivals their premium products in matter of seconds.
>>
>>62181071
I think the idea of a software startup is probably going to end within the next few years. What's the point of creating a new product and a whole company around it when your potential customers can use AI to build same capability themselves (or more realistically just hire a consulting shop that will use AI to build it). However, companies with existing products that have customer lock-in will last longer than you think. Some of these software services are going to be so hard to migrate off of that the companies will be able to milk those products for decades.
>>
what are the odds the US government finally says 100% fuck lefty liberal policy and starts building nuke power
reactors all over the country
>>
>>62181071
Can't tell if this is a joke or not since some people are actually stupid enough to think this. AI slop software isn't going to be replacing shit.
>>
>>62181084
The economic reality of solar being cheaper, cleaner, less dangerous and easier to maintain than nuclear.
>>
>>62181086
gemini literally made me a game in about 45 seconds
>>
>>62181098
sure sloar farm is going to power up a city of 60 thousand people sure
>>
>>62180962
Ore quality is literally half the story. You can have very lucrative mines with 1g/t gold results if it's near the surface since mining costs are very low. It's even better to sometimes have something like 1g/t for 150m then 15g/t for 10m because although its lower grade there's more of it and it's not all in a little vein. It's all about the size, density, and shape of where the gold is. And gold discovery is not the job of big mining because they don't want to afford the risk, little juniors do the exploration and de-risking and by the time a big mining company acquires the mine the speculative profits are gone. If you're going to invest in mining you should at least learn to read drill reports.
>>
>>62181071
Many types of software need to be very reliable. Can AI provide that?
>>
>>62181100
And it sucked
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>>62181100
>gemini literally made me a game
kek, this is the kind of person saying AI is going to make software companies obsolete. Bro, your shitty little game is useless and nobody will ever need or want to interact with it.
>>
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>>62181106
https://en.wikipedia.org/wiki/Talatan_Solar_Park

Produces enough energy to power a city of 1.5 million people based on average energy consumption in the US.
>>
Can anybody explain why Americans refuse to collect free energy from the sun when they have the tech? Like, it's right there. And the US even has more sunhours, somebody occassionaly posts the image. And there is no risk for a catastrophe. Like, there's really no risk and not just a theoretical non-risk.
>>
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>>62181158
https://electrek.co/2026/01/28/eia-99-of-new-us-capacity-in-2026-will-be-solar-wind-storage/
At least loook things up before opining on them, anon.
>>
>>62181068
>Planning times for nuclear reactors are very long
Except multiple companies are making modular and even portable reactors now as a serial production product. In the near term you will be able to buy one off the shelf or even rent them. The US military intends a stockpile of ones that are air mobile.
>>
File: 1631982525567.webm (1.21 MB, 960x540)
1.21 MB WEBM
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>>62181178
you in uranium big ?
>>
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>>62181098
Not really.

Consider China, because China is a country that has both very well-developed solar and nuclear industries. In China, a nuclear reactor costs about 2-2.5 $/W.

I tried a simple rough back of the envelope calculation a few months ago, and my conclusion was that, if you include related costs e.g. battery storage and transmission lines from the Gobi desert to load centers along China's coast, then the overnight cost of nuclear is actually less. I don't have the data I used at hand now, so I'm not going to replicate the calculations in this post. Maybe someone else could do it so we see if they reach the same conclusion as me.

Building a nuclear reactor in China takes about 5-6 years from FCD, and interest rates are low because project risk is essentially zero. So cost of capital is not much of a hindrance to nuclear in China.

Then you have to consider that a nuclear power plant lasts about 60-80 years, much longer than a solar plant.

My calculation was for electrical power applications. However, a nuclear reactor has an major advantage over solar cells in providing process heat. The conversion efficiency in a normal nuclear power plant is only about 35%. When it comes to process heat, nuclear blows solar out of the water. And indeed, this seems to be the direction that China's nuclear industry is slowly moving towards.

Nuclear blows solar out of the water even for electrical power applications, if you are very far from a place that has plentiful and reliable sunlight all year round, or when the solar panels and/or transmission lines have to be in jurisdictions you don't want to deal with. This describes many parts of Europe and North America.

I used Chinese cost data, however there is no fundamental reason why a nuclear reactor in the US has to cost 15$/W; it's just a case of dilapidated industry.
>>
Some more numbers came in and I'm now less than $8,800 from $1m
>>
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>>62181175
Then Americans just act like they hate renewables. And that's even under Trump. This is outrageous. Did we fall for it again?
>>
>>62181098
how about we shut down coal and nat gas plants before nuke plants
>>
>>62181175
>>62181158
this board would lose 90% of posts if these idiots used google first. american company btw.
>>
>>62181180
Niche metals in general, a couple of Canadian Uranium companies (CCJ, DNN) have very attractive profiles. They have lower input and upkeep costs than most in the field due to proximity to the Oil Sands, no debt and large stores of refined product as physical reserves. CCJ has 11,000 tons for instance.

They have good multi year returns and have been doing over +100% a year for a while, half a decade in the case of CCJ.
>>
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so is everybody from europe just a faggot?
>>
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>>62181191
It seems like there's a large discrepancy between public voice and what you actually do. Sorry, I got fooled by it. Or maybe you are the one who got fooled?

Only 28% prioritize renewables from those who won the election. WOWzers
>>
I want hamburger because they cheap and taste good but I don't want to eat cows what do
>>
>>62181202
>a large discrepancy between public voice and what you actually do
That's one of the USA's most valuable intrinsic cultural values. Most commonly exemplified by our ability to go to war and to also protest that same war simultaneously. Your pointless AI-driven thought pattern means nothing when the reality is so easily followed by seeing where the dollars are being spent.
>>
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>>62181178
The economics of small reactors make no sense. There are huge scale advantages in nuclear reactors. It's why the history of nuclear reactors is a history of engineers trying to build ever bigger reactors.

SMRs are almost entirely vaporware and investor bait. They only make sense for some narrow niche applications. Portable reactors are even more vaporware, except possibly some intended for narrow niche military applications.

"Small" and "modular" are new buzzwords in the industry, but not new concepts. For example, the AP1000 design is modular. Also for example, existing Russian icebreaker reactors are both "small" and "modular", and they are so in the truest sense of the word, that is, the entire primary coolant circuit is one integrated module. Yet the Russians still build large nuclear reactors as their mainstay reactor models, and only build SMRs for niche applications.

>you will be able to buy one off the shelf or even rent them
Even if that was the case, the aggregate demand would still be very predictable because it would be known what the production line will produce
>>
chatgpt is good to find best stocks to invest in?
>>
>>62181221
$100 per month Claude probably
>>
>>62181218
Why would my thought-pattern be AI-driven? Are you implying Trump (with him his tweets) is an AI? The AI is not the thoughts I have, the AI just summarizes quickly for me the thoughts that have been collected by others (pew).
>>
>ionq
>sandisk
>nbis
>dnli
asked chatgpt which stocks for best upside potential
it told me these
>>
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>>62181230
to make myself clearer: I was of the perception americans disliked renewables already prior to asking AI. I saw it in tweets, discussions etc. I was wrong to believe their words. Actions speak louder than words, that is true.

>>62181240
prompt: which stocks for best upside potential
>>
>>62181219
The uses are for the military and temporary use, like leasing a mobile reactor while a data center builds long term energy infrastructure or remote mining operations. Alot of inefficiencies are going to be covered by government investment and that is the tax payers problem not mine.
>>
does rotisserie chicken sound good today
>>
>>62180287

apple and amazon provide the same service for free at a loss just to sell phones and subscriptions. the only reason anyone uses spotify exclusively is for the wrapped playlist. like how snapchat is is being held up exclusively by streaks.
>>
does anyone invest in asts?
saw they want D2D data but would people even use it?
aren't people too used to their usual normal providers?
>>
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>>62180438
the best time to buy was ten years ago. the second best time is this thursday.
>>
>>62180093
yeah once dems win in November it’s time to trim ai plays, specifically if you’re in datacenters but also be ready to buy back because dems are more about slogans than actual change. At worst they’ll have some environmental case study to monitor and fine data centers relatively cheaply.
>>
Wendy's seems like an easy slurp? figured you fatasses would know, it's brand equity and all they have to do is unenshittify their food like it was in the 2000s
>>
>>62181347
I’d consider it if they sold off all the burgers to build AI datacenters.
>>
>>62181229
why?
>>
>>62181347
Go to your local Wendy's this week.
No, the one that your grandparents used to take you to got closed down. Remember? The only one close to you is nextdoor to La'Saniqua's Hurrcuts and Nails, and across the street from Boost Mobile.
Walk inside. The Indian woman at the register will try to understand what you ordered, but ask the 80 year old white manager what your order was, and how to work the card scanner.
45 minutes later, sit down and eat your burger, and wonder why the FUCK this stock isn't at zero already and why this place isn't just MrBeast Burgers.
>>
>>62180602
>who travel 250 miles to their 9-5 office job
This is actually a lot more common than you think. Americans can’t afford to live the places they work.
>>
>>62181383
frostees taste like liquid vinyl
>>
>>62180964
>holy fuck is it expensive
A lot of tech stocks in the AI/Data center space are ripping to $1,000. If BE has the tech and demand is it expensive? I had posted before I bought GEV at $650 and now it +$1,000, market is hitting new ATHs. Expensive is related to their earnings/potential future earnings. Of course I wish I new about the 30% tax break in the Big Beautiful Bill that was coming 2026, but if that is one of the keys fueling explosive growth I think BE's products will grow. Instead of a home ICE generator, why not a hom BE generator? No moving parts, gas supply via pipleline runs after power is out, or it can potenially run on your propone tank supply (have not verified, just babbling).
>>
>>62181408
>>62181408
>>62181408
>>
>>62180834
that was my post you mentally retarded tourist, thanks for proving my point.



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