saturday edition>Educational sites:https://www.investopedia.com>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-rates>NEW THREAD: Copy-paste the following when making a new thread:https://pastebin.com/NyzbAsX4Previously on /smg/>>62207708
amd
bitshit vol of vol collapsing
Please pray for me that I bought Rheinmetall at the bottom
>>62208633Faceberg is dead
>Lukashenko just BTFO the entire global market with one simple trick
>>62208642Were you the guy who wanted to invest in cannons?
you are buying the dip in FSLY right?
cannons?
>next week on /smg/>please look forward to it
>>62208658ceg, nbis, csco, amat
>NVDA $525 end of week!!! Let's go rich people take over!!!
>>62208650No, Monday i have to travel and on the way i am picking up a years supply of free toilet paper. The average single person uses about $120 a year. If i invest that instead in LAC and get at least 100% a year then 120/240/480/960/1920/3840/7680/15360/30720/61440/122800/245760/491520So that is how you become a millionaire in 12 years by saving $10 a month on shit tickets for just one year.
>>62208637first time I saw this image was april 17th when AMD was already up nearly 50% on the monthly. Now it's up another 80%. AMDL up almost 180%FuckMyASS
>>62208643Just because some fag who writes for an even deader newspaper industry said it?
>>62208658Figma puts before Thursday close seems the most interesting to me
>>6220866730x on $20 is $600. looks like 2027 will be $13-14 EPS, $20 could be in 2028... after that $25 in 2029? 25 x 30 = 750not financial advice but you can see where things may go. obviously DCA into any position.
>https://www.reddit.com/r/Damnthatsinteresting/comments/1t6xss7/this_is_what_a_data_center_sounds_like_247_shown/>this is whats being built when we buy SNDK and MUermbros
>>62208671I was just noticing how much it's up. Really I could have bought anything, but everything was already up 50-100%. And then it went up another 50-100%.Oh sure call it a bubble, but missing out on the bubble is fucking terrible. Buy now maybe it goes up, maybe it deflates and we have a fat dip.Actually you can really only buy dips. So if AMD dips I'll go in hard but otherwise it's just swing trading on the way up for me.
>Not a bubble bro-ack
>>62208678we're all gonna make it bro
>>62208677
>>62208679Looks like bullshit fear mongering to me. I'm staying in my cult
>>62208679this is inevitably going to annihilate SPX short vega positions fyi
shut up bobo. go sit in the corner. you've beclowned yourself. there's gonna be no pullback. this train left the station. the damage you've done to your net worth will last a lifetime. fortunately there's still a chance to change your ways, but if you continue being an obstacle you will get run over.
>sold off 10k in intel on monday cus i thought it was deadI wanna die
>>62208695Well CPUs aren't the real play, but....damn..
>>62208692tech bears were hating on google at 17x a year ago. tech = bad investment to some people even though its been the opposite.
>>62208695>he didnt buy SNDK eitherHeh
>>62208679why is there nothing around the dotcom bubble? this is being presented as a bubble indicator, isn't it? seems to be doing the opposite.
>>62208699I had sandick for a while, although i did sell when it hit 1k. in at 200.
>>62208703Also nothing around the housing price bubble.
why won't this stupid piece of sh*t market crash already
>>62208703also nothing about the iraq war
>>62208679What kind of retarded shit is that? Up vs down day? This is so retarded it’s dumber than the TA I do
>>62208709Why would it anon?
>>62208695alot of small/medium businesses looking at Intel/AMD for local AI. not hyperscale number but it's going to add up. I run a small IT Security/Consulting firm, nobody is going with Nvidia options. mostly Amd with some Intel.
>>62208667>Fuck>My>ASSQuantum compute stock. It's on my radar.
>>62208707housing has been in a "bubble" for over 100 years. people need a place to live. government and developers collude to limit supply and make sure any additional supply is ~luxury~ housing to command a premium, all while we import a billion jeets to work for uber eatsthe only situation that'll cause housing to pop in the west is mass unemployment from ai, or total political dissolution and installment of honest to god real communism >>62208715i guess im being a boomer and thinking in terms of real products (software, hardware) and figured intel was dead due to their lack of real fab. im still on the amd train so it's not all doom and gloom
>>62208712what a hot man
>>62208712That’s my son. He’s getting the help he needs. We’d all appreciate if you stopped posting these pictures
arm
>>62208724you're literally gay
I can't fucking believe this fucking market just fucking pumps it's outrageous how the fuck can tech just keep ripping it's not fucking fair
>>62208744*spits on you*
>>62208744spy is +7% ytd.
>>62208724That's a woman
>>62208725lol
>>62208744So you are sitting in front of tech right now and using tech right now to speak your mind that was heavyly influenced by tech and you are trying to tell us that's worthless? That doesn't sound right to me, boss.
>>62208677(((This post has been removed)))Fucking Reddit man.
I'm about to deposit another 18k on Monday. My account is gonna rip from 160k to nearly 300k in less than 2 months.
>>62208678>maybe it deflatesBubbles don't deflate, they burst.
sell in may and go bros. I regret selling, now I want my life to go away…. >t.270klet could’ve been 380klet
My farts are molten hot tonight
https://youtu.be/WJsktSI9W_M?t=119>withdrawn and never leaving his bedWtf this is literally me
>>62208762BIG DATACENTER IS TRYING TO STOP THIS FROM GETTING OUT https://files.catbox.moe/ferwk9.mp4https://files.catbox.moe/ferwk9.mp4https://files.catbox.moe/ferwk9.mp4
>>62208749>Tech fags talk shit to Metal chads>SPY +7% ytd, DNN +24% ytd>SPY +30.5% 1y, DNN 146% 1yI honk at you fools, HONK I SAY!
>>62208770And the smell?
>>62208686I'm not gonna make it, there are no jobs and retards fudding me out of winning investments should be glad they're anonymous because I'm make that "I just want to talk to confident bear" meme real.
>>62208777>EPS>-$0.18
>>62208761thought you said you were dying soon
>>62208789Tech saved me, boss.
anyone got any anecdotes about friends/family/coworkers that are irrationally skeptical about the market? like dumb, anti-capitalist viewpoints. and i don't mean about the current bull market, but just in general.
>>62208784i agree 100% youre not going to make it unless you change-blaming others for your own actions-immune to stock fundamentals like earnings growth/forecasts -skeptical of growth stocks even though you need them to make it >if AMD dips I'll go in hardi doubt it. you dint buy at 150, 200, 250.... but you'll buy at 350? no way.
>>62208793not me bro, I told my dad and he immediately bought the same strike DRAM calls me with
>>62208793they are itt.
>>62208793The mkt is peak clown world. The only hedge is gold and silver which should go up regardless.
>>62208671A 40 multiple on $25 EPS = $1,000
>>62208793I don't meet any goyim, so no.
So pissed that Im a newbie investor. This is once in a generation money printing and I only have a four figure port
>>62208633I’m tired bros. I give up.
>>62208807the cool thing about that is anon that once you start printing like that you can't stop.there's always more room on the ride.
>>62208807same here bro, even with all this pumping I only managed to hit 6 figures today, hoping these DRAM calls are gonna bump me to 7 in 3 months
>>62208768*spits on you too*goodnight babe. retard.
should I capitulate into amd mu sndk Intel soxl I'm so upset I'm literally shaking right now
>>62208815are you bullish on the AI buildout over the next 5-10 years? if yes DCA and add every 2 weeks when you get paid.
>>62208785The new project isn't cheap to set up:https://denisonmines.com/news/denison-announces-final-investment-decision-for-th-122844/Consider the following: That EPS is nothing compared to the hit a normal company would take financing something like this, then again normal companies don't have a warehouse with 1.9 million lbs of uranium and zero debt. A huge factor is their partner has a very good bit of mining tech, they can extract it all with almost no surface disturbance like it was a oil well not a mine, cleaning up uranium mines is a massive cost that they don't have to worry about. It is also able to be set up in a fraction of the time that a normal mine requires:https://www.orano.group/en/news/news-group/2021/november/sabre-a-new-mining-method-coming-to-life
>>62208807That's like less than 10K dollars
>>62208815tops are in little bro, I told you to get in 3 months ago >>61777086
>>62208815You should calm down. You aren’t you when you’re upset babe.
>>62208826that's all she's been since charlie kirk met his comeuppance
happy victory over fascism day btw
>>62208720No I mean the actual 2008 bubble, you dweeb.
>>62208695that's what you get for betting against Uncle Sam
>>62208807Wasn’t last year technically better after Trump went back on the tariffs
I lost 100k selling covered calls
>>62208836
>>62208848Missed gains or bought to close
>>62208854what's your point? go to bed. i love you but i've never been more angry with you.
>>62208848Covered calls seem like a pretty gay strategy in a meltup desu
>>62208848>stock goes up - you lose money>stock goes down - you lose money whats the point in selling covered calls
>>62208795I'm not going to make it because the internet is full of retarded faggots like you who are indistinguishable from bots because you post retard-tier boomer advice from the 1980s. Please kill yourself, as it will only bring board quality upwards.
>>62208863You're not going to make it because you're throwing whiny tantrums instead of considering how to fix your issues. I suggest going to bed for now.
>>62208820I'm DCAing $500 every day, started a week ago. It's hard when you're a Europoor who's taught to avoid financial risks.
>>62208867Which country?
>>62208815kekwewlmaoJust buy dips and sell rips, it's melting up but no one knows when the music stops.The time to buy, of couse, was when MUU was 109 a month ago. Bu that shit has sailed.
>>62208857I just find it hilariously funny. >Go to bedIt's 5.48am lad. I'm just getting up.
>People say the market is forward looking>COVID lockdown happen>Peloton stock skyrockets during COVID because of an increase in demand>Peloton stock crashes a year later now COVID lockdowns are over which was the only thing causing demand>Market was somehow unable to see that lockdowns would end and Peloton sales would plummet as a resultAm I missing something here? How can you niggers say it's "priced in" and the market is "forward looking" when this happens
>>62208863>It's all the boomers fault that I'm poor.Ngmi
>>62208855missed gains so far, I plan to try to roll them away. I've been successful at this in the past but we'll see>>62208858yes>>62208859the way of the crab, I make a couple extra thou every month. This is an extremely unusual event hence why I'm fucked
>>62208873A forever pandemic was priced in and then reality was priced in.
>>62208863still blaming others lol. if you hate it here leave. click the "x" on the screen. thanks!
>>62208873>PelotonThe most expensive clothes horses ever sold.
>>62208871you should be thanking me. serving as my bulletin board is the most useful you'll ever be.
>>62208875Nah chill out that's not a loss, I'm guessing memory, what's the the exp
>>62208875How far out do you normally sell?
>>62208873forward looking =/= predict the future with 100% accuracy lol
>>62208880>serving as my bulletin board is the most useful you'll ever be.Keeping your mum happy so she's not so disappointed in you was my finest hour. (And a half)
>>62208882There's several, I got fucked on AMD, INTC and TQQQ. It feels bad to have been right about everything, but I just thought I had another week or so before things recovered. I have -24 TQQQ 52.5 calls for Jun 18, that's a 60k red. INTC and AMD are a total of 40k red for May 15 and May 22, we'll see.TQQQ I'm confident I can roll it out weekly and make money, even around $1k a month, just waiting for a correction. But the others I think will stay high for the foreseeable future so maybe I just should sell and call it a day.>>62208883sometimes 1 week, sometimes 1 month, usually for very little gain. But it's free money. It's like picking up pennies in front of a steamroller!
>>62208884If the sales were up solely because the pandemic why would the "forward looking" market think that was going to last when the lockdown was always going to be temporary, Peloton stock rose 700%, stop acting like the market's smarter than it is
>>62208886cute lie. i made my mom a million dollars in the last two years and i'm buying her sapphire earings tomorrow. shes forgotten what disappointment feels like, and if she ever feels it again she can just go to her 2nd or 3rd home.
>>62208890It sucks to have your capital tied up like that but as long as your strike is above your basis that isn't a loss, worst case would be memory calls but I personally think you will be fine on INTC/AMD. Unless your broker somehow allowed you to write all these naked which would in fact be a spooky loss
>>62208884>>62208895Also you'll notice with this claim that markets are "forward looking" that it's biased towards the best possible outcome, amazing that don't you think? The "forward looking" market never thinks about the negatives, almost like it's not forward looking at all
Seeing a lot of boomer takes along the lines of "this was ALL according to keikaku". Which is usually just boomers justifying another boondoggle perpetrated by Israel. So the end is definitely here.
>>62208902They're all covered but I'm deep underwater.INTC: avg=$34, strike=$65, stock=$124AMD: avg=$155, strike=$250, stock=$455This rally had fucking retard strength, it's incredible. I had the balls and foresight to slurp more intel at $19 and I'm not gonna enjoy that as I should.
>>62208895maybe your thesis is wrong?maybe peloton had the first mover advantage in high end subscription indoor cycling? maybe it was a fad? maybe competition moved in? maybe the market priced in peloton making more hit products beyond just the bike? maybe peloton raised subscription prices too much? forward looking =/= predict the future with 100% accuracy lol. luckily you are super smart so you dont have to ask /smg/ questions you already know the answers to. >stop acting likeshut the fuck up. ill do what i want.
>>62208909Why did you decide to cap your upside in exchange for paying income tax on your covered calls? No one here would tell you to do that, so tell me. Are you a Redditor? What subreddits do you have open right now?
>>62208793>anti-capitalist viewpointsI have some pretty commie ideals, but I figure if I'm going to be stuck here might as well participate in the system so I invest in index funds mostly. I'm not a /smg/ regular though, mostly here to feel out the Horumz/oil situation and figure out if I need to go all cash before a crash or something
>>62208903>markets are "forward looking" that it's biased towards the best possible outcomeyou may want to look at ADBE, CRM, NOW, almost all SaaS stocks right now, etc. the market prices in bad outcomes all the time.
https://abcnews.com/International/wireStory/iran-presses-end-war-30-days-trump-expresses-132611785Was this the reason for the stupid face ripper today ?? if not what was?
>>62208909Ooof but yeah when the shares are called away you sold for a profit at the end of the day. I sold 2k INTC at 20 to buy SNDK on the day it listed, this all might be a blessing in disguise for you it does happen
>>62208914>I have some pretty commie idealsnot necessarily leftist ideas though. righties have their skepticism of jewish people and of things they can't control. and those can lead to silly irrational things.
>>62208909Damn. Why didn't you roll earlier? I'd have rolled at least at a 50% lost, ideally 25%. Or just ate it with a BTC.
>>62208913Because I make a fuckton of money doing this most days, you bitch. My folio is ~850k.
>>62208923There is no 'deal'. The two sides are just exchanging surrender terms until trump either accepts or invades. That's it. It's that simple.
>>62208869Greece
>>62208938It works until it doesn't. Seems you've moved to stage 2.
>>62208938do you focus mostly on CCs? Or do you do a combo of CSP and spreads too?
>>62208932>not necessarily leftist ideas though.>lead to silly irrational thingsfair enough. I'm a bit baffled at the market continuing to rip despite the energy crisis, doesn't make sense to me. I feel like it'll show up eventually, but I don't really know if I'm going to be able to time it. I'm just going to sit on like 2/3 cash and wait for what feels like an inevitable bear market
>>62208909>>62208925Also 1/3 of my MU was called away at 530 last friday and I put all the proceeds in DRAM on monday. Tech covered calls are cool but I stick to 2 week out max
>>62208777>DNNlooks like a turd with leafs stuck on it
>>62208942I knowyou pick up pennies until you get the pennis
>>62208939is that why the market pumped today
>>62208807>This is once in a generation money printingmoney printer go brrrr started in 1913
Are you a woman or are you a "woman"?
>>62208955you just finish nutting to some tranny porn?
>>62208955im "up 50% ytd"
>>62208923uhhh that's abc fake news, anon. The president said so.
>>62208780can only imagine
how do you cope with 30% of your giga pumped 'folio being dragged down by the 70% being flat or downI feel like I'm just breaking even on a fairly balanced 'folio and it's driving me 'razy
>>62208932Sometimes I forget that there really are Jews posting in these threads.
>>62208952No. That's just irrational exuberance.
>>62208972Explicitly leaning in on depravity is a dead giveaway, it's like that writeup where some anon explained how femanons post
>>62208955>>62208961I'm "down 10% ytd"
anyway now that I've finished bitching and am listening to chinese vtubers make cocksucking noises, what do you think about the peast deal?Market seems to be pumping on the basics that Trumo will make it happen next week, we will probably get one or two red days if it doesn't.>>62208967Guess you diversified well :^)
>>62208923>Was this the reason for the stupid face ripper today ?? if not what was?the market goes upUnless it goes downAd we will know it is going down when prices are lower than they urrently are, for 1 or 2 or more days in a rowand then the price will keep going downuntil it becomes clear going down is actually bullish, at which point prices will rise againa and we will know it is going up again
so the bears capitulated right?
>>62208859>whats the point in selling covered callsbuy stock in a company you are bullish on, say for $35, in one week you think the stock will go up to $37 so you sell a covered call strike $37 for $0.50. (that $50 in your procket right now because everything is in $/share and the contract is 100 shares. If on the date of expiration the stock prices closes at $36.99 the option expires worth nothing (to the buyer), you keep the $50 and stock and immediately sell another covered call for say $37.50, and just keep repeating over and over until the option expires in the money. In this examle say on the second option the price closes at $37.51 (in the money, and the stock is called away (bought from you by the person who bought the contract). You keep all the premiums you made plus ($37.50 - $35.00)*100 = $250. Not bad for sitting on your ass and selling options for five minutes once every week or two. Once you learn the ups and downs, and there are downs, you can keep making some money. I do this and invest the money in volatile stocks that I buy on the dip and sell on the rip. When I have 'enough' I buy VGT and let it work for me from then on. I keep using the same principle over and over and over to make money that I invest to make more money. Its an accelerating process if you take your time and manage your losses, if any carefully. Buying calls I am not good at.
file name
>>62208848>I lost 100k selling covered callsHow is that possible if you never set the strike below your cost basis, which you track so you know what it is?
>>62208991new bears are born every day lol
>>62208991>so the bears capitulated right?I'm still holding some cash, but I don't have any shorts or puts
>>62208992I guess I can see the value in selling covered calls in stocks that you literally dont see moving an inch, but then why would you want to own that stock at all and stocks that dont move at all have extremely low IV so you wont make much money, literally pennies one would say
>>62208859my mistake in my example, its $5 premium not $50, you get the idea though. I have 200 shares of CRWV. I have been selling covered calls against it for about a year. My cost basis is about $96. I sold two covered calls strike $145 expiring Dec 18 for $11.44. I got paid $11.44x200= $2,288 as premium, this is in addition to the ($145-$96)x200 I will also make if the shares are called away. About two days after I sold the CCs CRWV price ripped higher and the same contract was worth about $22 (22x200) in premium. On the expiration date if the stock price closes just $0.01 below the stirke I keep the premium and stock and sell another covered call. I used the premium from several CC (CRWV, PLTR, ASTS) to take a week vacation in Florida a few weeks ago.
>>62208909ah, you did not lose money, you just did not make as much as you could have and its way too expensive to buy to close, right?
>>62208913>Why did you decide to cap your upside in exchange for paying income tax on your covered calls?what is the strategy to avoid this in my taxable account?
>>62208991No fuck you im 83% cash. The rest are some leaps and some stock as a hedge but idc im up 90% for the year. I will catch the bottom of spy and go all in on deep otm leaps
>>62209010those are legendarily bad
>>62209001The call seller can always set the strike price so that the shares never get called away.if you want your shares never called away, set the strike price high. but then the premiums you collect will be low, because those are cheaper options.i.e. if NVDA is 200, and you sell at a strike of 205 for 1 month out, the shares are gonna get called away and you will lose money. But the premium is higher, so if you're greedy you pick as low a strike as possible hoping to god you picked exactly right so the contract only just barely expires OTM every time.this is what the anon that "lost" 100k actually did. he owns like 10mil in NVDA shares and he was a greedy cunt and got punished for it. but he's not really punished because it's just missed gains, not realized losses. so he's also a whiney blubbery cunt whos rich as fuck already just fucking around
This is based on nothing but "vibes" but i think around end of month there will be a huge crash. This pumping feels to unnatural.Obviously the market is way more than just the latest tech hype but the way sandisk and micron are pumping shit has to burn down sooner or later.Im thinking 30% crash this month, based on mah vibes. Not even a bearfag
>>62209023mu 2027 PE is 6.35
>>62209023no, the game is over. it's doom bull. they're pricing out the riff raff forever. iq test failed.
>>62209001>literally pennies one would sayI picked an easy example, and of course made an error explaining it. I have a better example further down. start really really small to gain experience and see how it works and what it looks like on your screen. you sell a contract for $10, seconds later the stock price moves higher and the same contract now sells for $12, your account shows a loss of -$2 ($12-$10), but you did not lose any actual money, you keep the $10, its theatretical loss, on paper, it shows if you wanted to buy to close to exit the position it would cost you $12. If the stock price falls to say $8 the same contract will sell for $9. If you bougth to close out the contract ($10-$9 = $1) you make a $1 profit, keep the stock, and have no contracts against it. Small money? I am small time, I made about $5k one month on CRWV before the price tanked on it and I had wait and DCA (that's how I bought the second 100 shares), I have sold CCs on CRWV, PLTR, ASTS, RGTI, QBTS and other stocks and made about...just guessing here $10k? I am going slow and learning, not risking anything really. I have about $50k in cash and stock for puts and calls, this is separate from the investing and swing trading.
>>62209021>you will lose moneybut you do not lose money, you just dont make as much money, and you get your premium and profit from the stock and sell puts or buy more NVDA and sell another CC again. As long as you are setting the strike price above your cost you making money.
>>62209028>>62209030Market is just too based on emotions, theres gonna be some retarded announcement by the gov and shit will come crashing downLong term highly bullish on MU, Sandisk, everything, but for may im thinking badly. I can accept being wrong though, well know within 3 weeks
>>62209010buy to close basically means selling at the strike price, plus some extra cost due to the time valueEvery dollar that INTC/AMD/TQQQ go up, I don't make anything, even though I own a lot
>>62209035this is true, I didn't word that part accurately. thank you anon
Senior citizen gas lighting. Covfefe!https://youtu.be/rWUSZz5vX-w?si=42yPhMrq1Vg1cHrS
>>62209023>This pumping feels to unnaturalI think this is just another pump. I only started investing in 2001 for the AMC squeeze, and I could not believe the rip in tech stocks starting November 2024 and it went insane in 2025. To me this just seem like another run. The pumps will continue until there is another crash, but then the pumps will return again.
In case anyone is interested, full Shiki series is on YT. I started watching it earlier today, became curious due to all of the Shiki posting the past while.https://www.youtube.com/watch?v=aD2L8LmVpEE&list=PLng-2znbbqjQplDAgJVicwbc7mUlUg4R0
>>62209044Excellent work comrade
>NVIDIA doubles in price again>so does Intel>Google showing crazy gainsBuying now would be retarded, right? I'd be buying the peak
Are US/Euro defense stocks still going to do fine in the coming months or is it time to reduce exposure?Question is, what should you rotate into instead? Getting into AI now feels like FOMOing bad.
>>62209051See >>62209040
NIGGERS N JEWS
>>62209052PMs took quite a hit with the great jewish war of 2026. You think they will be the next thing to go vertical?
>>62208906>Seeing a lot of boomer takes along the lines of "this was ALL according to keikaku". Which is usually just boomers justifying another boondoggle perpetrated by Israel. So the end is definitely here.I've also been seeing a lot of retarded turd worlders saying the most retarded shit, but you don't hear me complaining. You are, after all, my favorite shit smelling unwashed bottom signal when your bat signal calls you here when ever the DOW has a minor correction which surely will be the end of western civilization lmao.
>>62209049Ill buy in the next time in drops below 90% of ATH for all
>>62209037you are too based on emotions lmao. good luck.
>>62209055>you don't hear me complainingIt's all you ever do.
>>62209051>Are US/Euro defense stocks still going to do fine in the coming months or is it time to reduce exposure?Magic 8 ball says uncertain - Europe if fucking broke with immigration and cutting off cheap Russian gas. US has no real ability to scale weapons manufacturing even though Trump says he wants another $700 billion increase in defense, and China is or is likely to hold back rare earths needed for those weapons. Why is so much money pouring into AI if kinetic weapons are needed? Or is the AI part of the defense spending frenzy for AI drone/robot warfare? Space is also a good one, military is launching a shit load of sat into space, and wants three satelite directed to device (D2D) companies for civilian and military comms (ASTS, SpaceX/Starlink, Blue Origin), so maybe space and AI are the new defense stocks?
>>62209058I guess. Plan is to buy the next dip and invest in tech until 2030.
>>62208633That's a child.
> https://www.war.gov/ufo/Bros, how do I go long on aliens and their disclosure? Should I buy Lockheed Martin stock?
>>62208692>*casually ignores that AI is losing over a trillion dollars a year in your path*
So is NVAX the smartest investment at this moment?
>SNDK,MU ,AMD...>UP 16%>wdc/stx>barely up 3%is WDC and STX still worth it /smg/? I own some WDC which is up 57%, but I just realized that it’s underperforming significantly compared to SNDK and MU, which have returned nearly four times as much. Should I sell WDC memoryGODS? Is le HDD really dead?
>>62209054Maybe >>62209053Based
>>62209049MRVL is probably the next to do the "it's popping off AGAIN" movement. Earnings in 2 weeks and all.
>>62209073No way the HDD is dead. Nano banana is cranking out 3 megabyte AI generated images. That shit has to go somewhere. Speaking of shit and storage, KMB's brand of adult diapers can absorb 30x their weight in piss and shit, that's my next storage play.
>>62209071do they have a hantavirus vax in development? could be a smart play
>>62209067I feel a dreadful sense of overwhelm and I am in awe of AI, both what it is and what it will be. Man posseses an insatiable concupiscence for forbidden knowledge and to rival God in creation, yet this will consume us. It will consume all of us
>>62209071>>62209067The reason it's going up is that it's "projected" to make 100 billion in 2027. Whether it actually does that doesn't matter. There was a real window these last 8 months where I could have unironically become a millionaire just riding these retard waves. When the music stops I'll probably be a baggie and then hunt down baggot and skin him alive and use his tripcode.>>62209073What's funny is back in october when STX was popping off, /smg/ was calling MU the inferior one.>underperformingWDC produces shit no one wants. There was an article way back in january which convinced me to buy a bunch of WDCX the week of earnings and then it did a fat bunch of NOTHING.Spinning of SNDK probably killed WDC, otherwise it would be 10x its current price.
>>62209049I'd buy Nvidia with leverage asap
In other nes I found out there is a foundry for computer shit near me, so I'm thinking of getting a cert and seeing if I can become a technician during the bubble before it bursts and fucks me.
>>62209049no way nvda becomes a 10 trillion dollar company
>>62207761unironically would have been the winning move for what is it now the last 6 weeks in a row? now what if its just a trap and then it goes down just as much for 6 weeks in a row?
>>62209062but are jewish space lasers going to be a match for russian conscripts armed with rusty mosin nagants?I'll consult /k/ for that one
I take comfort in just how jewish this market bubble is. Just to name a few:>Sam Altman: jew>Dario Amodei: jew>Larry Ellison: jew>Alex Karp: jewLiterally every single person fueling this bubble, from the CEOs to Donald Trump himself is jewish. It's going to be another shoah when the bubble pops and they all get prosecuted for making fraudulent claims about AI.
>>62209065I see two options here:>withdraw all my money from the market and start stocking up for doomsday, buying essentials and precious metals>go all in on space, tech and US Gov bonds, hoping that aliens establish peaceful relations with humanity
>new 6 and 7 figure portfolios getting created left and right in /smg/ due to the new paradigm in memory/chips>am only up 1.2% YTD because I didn't invoost in le AI bubbleI'm close to a million, but I feel myself getting poorer when others become richer. I'm starting to believe this is genuinely a period of economic revolution with AI. Most people will get left behind, while a select few will become the new heavyweights. Am I a top signal? I don't want to be left behind, though.
how much legal pussy can a white man get in the phillipines
>>62209102the perfect stock to leverage against the AI bubble
>>62209108>new 6 and 7 figure portfolios getting created left and right in /smg/don't worry, they'll hodl all the way back down
>>62209086Yeah I'm not gonna do that
>>62209100>I'll consult /k/ for that oneNo need, /his/ knows russains dont care about humans and will sacrifice millions for little gain. If the russians can flood enough conscripts into an area so the space lasers overheat they will, no need to give them any guns at all - its the famous russian meat wave strategy.
My MU calls are insane.
>>62209122>My MU calls are insane.post so that we may gander in awe
>>62209121Thankfully they seem to be running out of Russians for this tactic and have been advancing backwards for weeks now.
>>62209124>they seem to be running out of RussiansThey have plenty of russians, and plenty of chechens, criminals, koreans, indians, etc. to throw into the meat grinder first
Lost this bullrun the same as 2024 crypto run? Like institutional investors are pouring into AI now, the narrative was same in 2024 with Bitcoin ETFs and that eventually crashed a bit but the floor got raised by like 100% from previous ATH
>>62209085They're already missing their own financial projections, which are so high that they're completely farcical. There is no physical way that these companies can achieve profitability barring some new technological breakthrough that hasn't even been hypothesized about yet. They would have to increase their pricing by a factor of 100 to achieve profitability, and that's assuming they stop scaling and keep their current models as-is indefinitely without any more """improvements""" to make them more expensive. Anyone knowledgeable about ML/AI could have told this to you in 2022, but the market went full retard and bet the entire economy on a bunch of scammers selling them the moon.
if the war goes back hot and I mean real frickin hot, power plants and refineries on both sides blown, schools and every thing than does the market crash or nah
>>62209108Don't worry, I'm still at 30k despite being 30 because I was born into Europe. Becoming rich is American thing, it's literally impossible anywhere else in the world. You fags don't know how good you have it
>>62209147>Anyone knowledgeable about ML/AI could have told this to you in 2022lmao at poor bears
Missed out on the ai train. Hoping hanta virus causes unh to go back up to 600
>>62209150Developing and training AI models has literally been by full time job for the last decade, and I'm a published researcher with AI hardware patents. No LARP. You're the shoeshine boy telling JFK's dad what stocks to buy.
>>62209156*my
>>62209071/smg/ bet big on monkevypox in 2203 and got raped on it.>>62209147The thing is, it's 2 years before the king has no clothes.They'll keep changing projects, fudging numbers until the whole thing enrons.Remember that a Bubble is created when a company is projected to be profitable, and then the profitability doesn't manifest but redditor bulls keep screaming "number go up bobo" like back in 2021 when techshit like tsla and netflix were worthless but kept going up, then went down a lot. This is what will happen in 2028-2029 and is why I'm all in on the Newsom Train.
>>62209100/k/ is just pedos and nafofags now.>>62209108>only up 30% ytd because I knew about AI but kept selling ripsRIP
>>62209147>some new technological breakthroughThe problem with this is that it's likely to come from somewhere else leaving them holding the capex bag.
>>62209165>/k/ is just pedosWait, /k/ is based?
>>62209147this has never been done before in the history of all times
>>62209156one of us is LARPing for sure
>have 20% tech>mostly boring boomer stock>15% etfsup 8% this yearIdk how, really thought only tech was doing well
>>62209085i also bought MU last year but i felt like i got scammed on potential gains by holding WDC after their last earnings instead of buying more SNDK and MU. i will sell all my calls on WDC next monday, im done with this shitstock
>>62209167many vtubers who are into guns are former /k/ onaholes. Tons of teenage chicks in 2010 who went ot /k/ meetups groomed by guys who are in their mid-40s and went to prison for molesting his 9 year old daughter. Very 4chan indeed.
>>62209174kek I also bought WDC because of that news article "is HDD the next big thing after SDDs and Dram" and then it turned out WDC is just retarded.
>>62209171>memoryGODinsane gains anon.
>>62209163The worst thing that can happen to these companies is if they actually do suddenly get massive adoption. They would start losing so much money that no investor could cover their losses. That's why it may pop before 2030.>>62209166Yes, exactly. The bubble is being led by long nosed grifters and religious zealot jeets who only believe in the cult of model scaling.>>62209169There was a lot of fraud in the dotcom bubble too, and it didn't go well for them. The Trump administration is purposefully not prosecuting it because they're a bunch of corrupt heebs who are worried that it would pop their scam bubble.>>62209171That money isn't real because you're never going to take profit before it crashes.
>>62209177kek same. i beclowned myself https://www.club386.com/hard-drive-prices/
>As AI clusters scale to hundreds of thousands of processors, internal network speed becomes as critical as compute itself. Electrical signals work well over short distances, but at AI speeds they consume too much power, generate heat, and degrade over distance. The industry is shifting to optical connections, and Marvell is a key supplier behind that transition. Marvell’s optical DSPs hold a sizable share in high-speed segments like 800G modules. See Why Marvell’s Interconnects are a big deal. Its acquisition of Celestial AI positions it for the next step, moving optics closer to compute, which could reduce hyperscaler dependency on costly HBM4 memory. This segment alone is projected to grow over 50% in FY’27, and the data center switching business is targeting revenues above $600 million, roughly double FY’26 levels.Interestingly the MRVL trade may be inverse or at least undermining the MU trade, as MRVL tech reduces need for HBM. Possibly will see MU top out 1-2 trillion, then MRVL shoots up with MU and Broadcom, eating their lunch as MRVL tech profits go from +50% per year to +200%.
>>62209163>is why I'm all in on the Newsom TrainCould you explain what you mean by this? Do you think he would help steer the fallout of the AI bubble better?
>>62209192Those PE ratios depend on a stick of DRAM costing a thousand dollars. That's obviously not going to last in one of the most notoriously cyclical industries out there.
>>62208692when the crash hits, you're going to lose more than you've gained since you entered the marketand you're not going to recover for 25 years
>Junior miner I didn't invest pumped 50 cents 2 days agoFucking stupid fucking market. Where the hell are my fucking pumps.
>>62209192circular economy m8, they're propping each other up
>>62209196the market is obviously pricing in that it is going to lastand i tend to agree, unless you start seeing ai companies going bankrupt
>>62209204The markets never been wrong of course.
>>62209209it might beim not betting against this shit thosadly i didnt bet in the direction im preaching anyway
>>62209204>>62209211Just like how the market was right about Intel and Cisco in 1999?
>>62209171Impressive. Very nice.Did you use options and calls or just Yolo SNDK?I'm too much of a coward to pick stocks so I own QQQ and AIQ and the like.
>>62209213you can argue like this everytime you talk about something bubblyend of the day there's a shortage and those companies are expected to make money in the short term
Any smart anons know why HY9H.F and KRX: 000660 have 30% difference?is the 30% simply the premium difference or will the korean exchange simply increase and make up the difference which is free gains?
So... SOXL anon was right?
>>62209194No I think he's a fucking retard, but he's the white male American psycho who can easily dab all over Vance during an economic recession caused by Trump pushing AI, so newsom and newsom linked companies will probably be a safe bet once he starts pumping them in 2029 and DC becomes a shithole filled with cheap drugs. Bullish for my retarded stoner brother I guess.
>>62209223Explain how there is a recession when companies make that much profit.
>>62209220>why HY9H.F and KRX: 000660 have 30% differencewhat 30% diff
>>62208645lmao this famine is gonna be off the charts
>>62209225they won't make profit, the bubble will pop and the recucklicans will lose the next election, leading to total homeless domination. Hope this helps.
Bubble pops ALWAYS recover unless you are holding trash. You only lose when you sell and you only sell when you need the money and if you need the money you are poor.
>>62209227I'm stacking fishing rods to sell to the Irish.
>be smart British 2000s centrists>Seek to abolish boom & bust cycle through technocratic brilliance >Fail miserably >Be 2026 slopulist American president >Seem to abolish boom & bust through sheer force of will and tweets >Succeed wildly How is this possible?
>>62209228>i can see the future Ok. So why are you poor, then?
>>62209226compare % increase in stock price, 1D, 5D, 1M, 6M etc
>>62209221David always wins
>>62209230The dotcom bubble wasn't nearly this bad and it took the NASDAQ almost 20 years to recover, adjusting for inflation.
>>62209248So if you were 20yo and bought the bottom you could have retired in your 40s?
>>62209251Very few buy the bottom.
>>62209236i guess you're comparing what yahoo finance shows and what google shows on the search page, idk how yahoo calculates its gains but this is not 101% (see picrel, i might be retarded but how is that a 101% gain)if you compare google in both they're almost identicalhttps://www.google.com/finance/beta/quote/HY9H:FRA?window=6M
>>62209259I agree. But that's a good thing, isn't it?
>>62209251>>62209259If you were the world's greatest investor and bought the picobottom of the dotcom bust in November 2002, you only would have quadrupled your money when the NASDAQ made a new inflation-adjusted ATH in 2017. That's 15 years for a 4X if you did absolutely everything right. A 20 year old investing $5k would end up with the equivalent of $20k at 35.
>>62209270What would have happened if i rotated through multiple indexes, not only the NASDAQ?
>>62209270And I guarantee said 20yo would buy every 'bottom' on the way down until they had nothing left when it actually arrived.
>>62209270>you only would have quadrupledweird how that pretty much became the average return rate in recent years for something vanilla like spy.
>>62209276The dotcom bubble was mostly limited to the NASDAQ, but today there's nowhere to rotate to because all of the indices are so heavy on tech.
>>62209223>newsom linked companiesare you talking about his gay little wine store?
>>62209288Let's assume there is bubble potential in every index. Like the HUI for example.
Opinions on Swing Trading?
>>62209288There is global metal miners and REITs as a safe heaven
>>62209292You want a crab market really.
>>62209248You buy right after a crash. If you don't have the cash on hand to buy then you hold position. Literally the most ghetto normie hick thing one can possibly do is sell during a crash. A crash is built to make money from the normies who sell. For the big players a crash is like Christmas because all of the good stuff is cheap. It's cheap from all of the normies who are panicking and selling at the bottom like retards.
>>62209305thanks for providing exit liquidity on the way down
>>62209305>HODL for 17 yearsOr you could just, you know, not long blowoff tops during obvious bubbles.
>>62209305Basicallc, yes. Every time you read the headlines of something going in the shitter (war, big environmental disaster, etc) you buy the company with the most market cap in that specific direction. Just take some profits along the way from stuff that has already quadrupled or had a 10X.
>>62209270"It's different this time (tm)."
>>62209317Like buying Boeing when one of their planes crash....
>>62209305doesnt work like thatthe dotcom peaked in march 2000, and then in may it started to recover until august when the stock market began its slow decline until september 2002so sure, selling in may 2000 might've seen like an idiot move at the time, but 4 months later it was a very good decision
>>62209213Cisco had a PE ratio of 200 lmao. Even PLTR with its famously high PE ratio is "only" at 150.
This guy is the greatest trader in history.
>>62208775So throw up a noise pollution easement when building subdivisions so it's disclosed
>>62209319Or buying banks when there is a financial crisis.
>>62209264yeah seems like yahoo finance and google does differweird
>>62209317this is a horrible strategynot only do you lose to bots who are acting on this info way faster than youyou also miss out on megatrendslook at all the bears buying oil stocks and gold in april. they sure got egg on their face now
>>62209321The companies that you should be worried about don't even publish PE ratios. OpenAI, Anthropic, and the rest of the AI providers are fueling the rest of the bubble with trillions of dollars of debt, and everyone else's earnings will disappear when the insolvent AI providers go under.
>>62209334I love how mad you are that i wrote this down. This strategy was passed along in my family and made our empire. We are doing this for 300 years now.
>>62209337Your family are the Rothschild's?
>>62209337this has to be the dumbest post on this board
>>62209336>insolvent AI providers go underthis is like saying the US will default on its debt instead of printing more
>>62209343Not after the midterms.
>>62209340Of course not. Don't be ridiculous.
>>62209342He's referring to the Rothschild famous quote of 'buy when there is blood in the streets, even if it's your own' (I assume)
>>62209320If you are buying to invest then selling after a crash absolutely fucking rerarded. If you are a trader ( a totally different thing from "investing")) then you already have your own loss mitigation strategies anyway.
total beginner but can someone explain this p/e thing to me. I know what it is but I noticed people like to cherry pick p/e ratios when its convenient for me. some times it doesnt matter because companies are supposed to grow "into it" their valuation. I have seen people complain about p/e ratios of something like 200 (pltr) but the very same people believe companies like nbis with 4400 look like a steal. make it make sense to me. for me it looks like cherry picking to support your own thesis so you can sleep soundly at night with your investment.
>>62209354A PE ratio of 13 has always been considered healthy. No, I did not forget a zero.
>>62209292>if only you knew how bad things really are
>>62209319>>62209328You have to look at WHY the stock dropping. Is it the market or is it a personal matter to the company itself. If it's the market then it's a buying opportunity. If it's personal to the company itself than buyer beware. .If it's a market crash and the company you are holding is a meme company then you are probably fucked.
>>62209365For sure. I was joking about Boeing. That's an example of a company problem.
thoughts on cerebras?
>>62209362I mean, he's in Rwanda so.
>>62209365JP Morgan isn't a meme company, THOUGH.
>>62209368One of the rare cases of a company with legitimately good tech in this shitfest of a bubble, but it's a gamble whether they'll be able to survive the pop, as hardware startups are especially difficult to keep afloat.t. >>62209156
>>62209373Forgot pic (very important)
>>62209370JP Morgan is a finance company. So your market exposure is not isolated to a single sector. You invest in a finance company you are investing in everything they are invested in.
Genuine question: Why are people always think about the Rothschild's when they think about powerful families? They are so mundane and boring.
>>62209377but I invest better than jp morgan?
bros, we are entering into the euphora mania phase of a market, not saying to get out now, maybe run it up for another few months then DIP
>>62209354>cherry picking to support your own thesisThat's just general human behaviour, nothing too particular about P/E ratios. People make their options and then use anything to justify it in a post-hoc fashion.Most people aren't all that knowledgeable about the topic (including me) and it's kind of part of the point. So much of evaluations are priced in based on agents operating in the sector, where there are so many factors that go into evaluating a single company, in which P/E is just a tiny part of it and it's close to impossible to get the proper full picture and even if you get it, it's still playing the odds as you can correctly predict that a company is most likely going to go up in the future, but something random and impossible to predict may come along the way to fuck it up and even if it doesn't happen, then you may still be incorrect due to other less informed agents acting differently than they should've.Either way to get high reward you need high risk. If you think there's a sure bet that's undervalued, you can put your chips on it, but if were so obvious to you that a stock is undertvalued, then the question is why is everyone else overlooking it and you somehow sigured it out? Either way, no crying in the casino.
this is a euphoric mania textbook blow off top 1999 2008 fiber optic cable tech housing bubble mania euphoria
>>62209388yes, but no one know whencould be Monday, could be 2 years from now
>>62209388Agreed, the bad economic data from the hormussy prolapse will show up in 3 months from now, SPY will be well over 800, Open AI will IPO and then we crash hard.
>>62209384That's not my point. My point is your risk exposure isn't isolated to only the finance sector when investing in a finance company so buyer beware.
>>62209358>alwaysNot for 15 years. A company with such a low P:E is going bankrupt. Even Walmart was at 45 P:E recently.Below 15 P:E stocks are trash.
>>62209397I think we have at least a couple of months of euphoria to go through and I don't think that the bear market will be that bad. The AI companies driving the growth have solid businesses behind them and the general downturns are getting shorter with plenty treating any market dips as slurping opportunity with US government waiting to print enough money to bail the market out. I would guess we'll have like a half a year of bear market with like 15-20% downturn to ATH within 9-.12 months.
>>62209377>You invest in a finance company you are investing in everything they are invested in.So Nvdia and other AI stocks. Might as well cut out the middle man.
>>62209397It seems like a classic blow off the top chart to me
>>62209405Life is inherently risky. There is only one big risk you should avoid at all costs, and that is the risk of doing nothing.
>NASDAQ is purely giga rally due to AI and HBMmay as well cut out the middleman and go pure equities in AI sector
>>62209408>>62209397AMD was like ~$10 a share 8 years ago.Nvidia is up gorillon percent.SNDK.And the big AI companies are going public.This bull market cannot be stopped. Even by oil supply disruptions.It will run at least another year or 2, crash towards the end of Trump's term, which is normally when they crash markets - into a new presidency.
>>62209408try investing based on fundamentals and not made up nonsense in your headthis goes for other bears who operate 100% on vibes yet accuse the market of operating on vibes.
>>62209406just remember bears are literally failed investors. they either buy junk or complain that good companies growing 30% a year dont sell for 13x like they want them to.
>>62209416>AMD was like ~$10 a share 8 years ago.and now AMD will earn $10 this year, $14 next year, and $20 the year after. its not going to trade for 1x earnings
>>62209410you are who i am making fun of
>>62209409but does nvidia have big tits esecutives raping employees?
>>62209416why did nvda go up? its a riddle inside a mystery
>>62209426Always remember there is someone at the company who hired her to do exactly this to lesser employees.
>>62209406>Below 15 P:E stocks are trash.Average PE for South Korea was like 8 a year ago kek
>>62209417Well, not been too long in the game, but my strategy so far's been just buying and holding diversified ETF's to capture general market growth, where something like 10% p.a. gains are beyond sufficient and timing the market and buying/selling is more likely to hurt me than to help me. As far as I can see most investors do hold S&P 500 or specific MAG-7 stock. That's kind of the fundamentals I've been operating on. I can't tell which individual company to buy and when, so I'll just buy them all and hold, which is the most basic strategy I'm aware of.Now though I've been itching to get into some individual stocks to increase gains, seeing how some companies that I've been hearing about to invest in were going up much faster than diversified ETF's, so I feel like trying my luck at the casino as it sounds like a realistic move and goal and it also sounds like fun as long as it's in amounts I've willing to lose. For now I'm just collecting cash to splurge on something and making my mind about what to splurge it on.
I have 70k in cash and want to invest a smaller part into riskier plays, not day trading but semi longterm riding this retarded bubble Is AMD a buy? Memory? MU? Any thing that isnt yet pumped to help but has serious prospect applications in AI?
>>62209406What the hell dude?How can a low PE be bad?The lower the PE the better it is
>>62209474
>>62209471AI's been pumped and mooning with Quantum seeming like the next big hype train with Energy + Materials being also AI-related picks. PLTR hasn't been pumped lately, so it may come its time, but who knows?
>>62208873>PelotonProp cycle was better. My arcade as a kid in the 90s had one of these. I would be dropping in sweat after playing it. It is a video game where you are flying an airplane powered by a pedal driven propeller. How well you fly in the game is based on how fit you are and how hard you can pedal.
>>62209288You can replicate an index yourself. Just look at an index you like and see the distributions they have. Invest your money similarly but skip the tech stocks.
just how much is my little sandisk micro SD card worth these dayshow about my sandisk thumb drive
>>62209381because brazilian freemasons do not control the government of the united states
>>62209324what platform does he post on
Wheat options are having a fire sale for July like wheat won't be expensive as fuck by summer. Just made a "Farm commodities" watchlist because food is gonna start to get expensive real fast
So how safe are stop-losses? Say I am willing to risk losing $2000 dollars on SOXL, if I buy $10,000 of SOXL and have a trailing stop market set at 20%, I should be pretty safe and not be able to lose much more than $2000, right? I get with the market sell I will sell at a bit lower than the 20% lower price, but as long as I I actually see a green day or two after buying realistically the market sell should still come out above $8,000 dollars? At least if the market doesn't just giga crash to nothing in a second.. But I probably have bigger problems in that case
>>62209619You should be aware that the commodity trade is a lot harder than it seems
>>62209624All you literally do at this point is "muh buy de dip." On days it loses -15%
>>62209420jury is no longer out on this.
>>62209624A stop loss does not trigger after market hours. A lot of movement happens overnight. Look for yourself. If it gaps down on open, your stop loss will trigger. Perhaps the gap down is a lot. Do you really want to automate that sell? Set stop loss daily, not GTC.
>>62209420What about SOXL?
>>62209324>This guy is the greatest trader in history.Is he investing a few thousand $ or if he is born rich then yeah he is making a boat load of new money. But you need money to make money.
