Cerebras IPO May 14th 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/NyzbAsX4PREVIOUShttps://boards.4chan.org/biz/thread/62217769/smg-stock-market-general#top
> futures
AVGO, SITM, DVN & GISWY to 30 eventually
INTC ain’t stopping until 2T in market cap. Believe it (dattebayo)
>>62218691>so zoomers with meme stocks can outperform youFor how long doe? Slow and steady wins the race assuming you start investing early and play it safe. How much money do you really need once you get passed 2-3 million dollars?
>>62218701/smg/ dead short /smg/ stock
Believe all baggies thoughbeit evermore >>62218685Shit bake
People knock living with your parents, and obviously not everyone has that option, but living with parents should be the *default* option for most people until ready to start a family. Slap all poors who screech at the very concept of sticking together as a family unit.
>>62218701the faster you get to three million, the sooner you have three million
>Intel's PE ratio plummets to -208 as the stock skyrockets >not expecting to turn a profit until 2027>revenue has been dropping every single year since 2021The bubble needs to grow until entire world buckles under its sinful short term greed
>>62218685>Cerebras IPO May 14th>Morgan Stanley, Citigroup, Barclays, and UBS Group are handling the offering. The company will trade under the ticker symbol CBRS.So unless I have an account with one of those four firms I can't participate...?
>>62218723nigger
>>62218715this unless you or your parents are fucked up. cool parents will let you save all your money and hope you don't move out and give them grandkids to look after.
>>62218715https://www.youtube.com/watch?v=or-Lam5tPHc
>>62218720but you could lose it just as easily. After all, microsoft wasnt worth shit as a company for over 20 years until literally 2018 but not sure if it will go up endlessly because number go up in this economy.
just roll the debt forward and bail it out.
>>62218736Curious choice of polo there, frog poster
I’m beginning to believe the gold correction is done for and we’re aiming for $6000 oz soon. Tell me why I am wrong!? Even high oil doesn’t scare gold anymore. Silver obviously doesn’t give a fuck anymore and May may very well be a mega bull run for silver as comex squeezes.
>>62218736Roll the debt forward with who, Michael?
>62218722
Realistically, at what point do you think you're jumping ship?Micron at a p/e of 60 or so is when I think the risk becomes unacceptable, chosen completely arbitrarily of course.
>>62218723MUanon surely you aren't this retarded. Do you know what IPO underwriting is? And that it's unrelated to which broker you trade on?
>>62218771https://seekingalpha.com/symbol/MU/earnings
>>62218749no hard feelings, goy
>>62218771it's ai/pe is really low.
>>62218685I was posting in the last thread by myself after it bumped limited and I didn't know :(Should I buy intc?
Having good parents really make leftist seethe. Why is that?
>>62218786my first job wasnt within driving distance of my parents house. but its good if it is.
>>62218771I really don't know anon this is a hard train to get off. Earnings will be smashed into 2027 but I have great profits already. I think there is more to come so I'm staying in at least until next Jan after short term gains expires
>>62218782cpu demand is going up but dca into any of these stocks if you want exposure.
>>62218775I wanted to know if there was a way to get my foot in the door before the initial offering. But apparently unless you're a 'registered investor', there isn't. Nm. I'll just get up at 6:25 PST like everybody else.
>>62218800schwab didnt have any way for me to buy shares and i have a lot of money there lol
>>62218797im considering lump sum $6k into tsmc. retarded?
>>62218796There is definitely room left to grow, but the hype could crash any day. Everyone is scared and has their finger on the trigger.
>>62218816no. you can always buy more in the future.
>>62218810Yeah, their IPO Trading Tool is completely blank for me. So it's sit there and pound the F5 key Thursday morning and grab a bit, just to see what'll happen. I wasn't interested when I saw they hadn't actually turned a profit yet, but given the current hyper around CPU's being the next Great Datacenter Building Bottleneck, and after reading about the technology and the customers they've got lined up, I *got* interested in a hurry.>>62218816Not at all. It's the one semiconductor firm that will probably retain a lot of its value after the AI bubble deflates.
>>62218771It won't stop until its obvious OpenAI and Anthropic can't pay their bills so we should have many more months
>>62218824yeah ill keep checking too. i like the overall idea of being the fastest inference chip so ill be buying and adding over the next few months. i think the risk reward is there.
>>62218825OpenAI is one of the biggest scams in modern history, and Sam Altman one of the biggest BS artists. Goggle The Dirty DRAM Deal if you want to know more.
>>62218685glw, semtech, tsem, mu, sndk. lite, intc. now crbs
E=mc2 + AI
>>62218685Post net worth and age and job100k 25Landscaper
SILVER GOD CANDLE INCOMING
Damn what's going on with the kospi
FERVO IPO WOOOOOO
Dammit I was so close to 200k again. I made too many retard trades that are gonna be red tomorrow.
>>62218845this but unironically
>>62218851Fucking Asians…
>>62218834i dumped $5k into mu today for fomo. feels like im buying crypto. i had shares at $390 but sold thinking trump wouldn't be a taco bitch and held off buying again thinking he wouldn't be a taco bitch.
RIP SOXL
>>62218856What do I buy to take advantage of the secret war?
>>62218851i may have unironically ended the party by buying AVGO calls
>>62218860Hang a trailing stop loss on it just in case, anon. Remember the heeming we took in February on no news of anything. That said, there is nothing speculative about Micron's fundamentals. We haven't seen numbers like this since Nvidia went up a thousand per cent and made their investors rich.
>>62218825This is what I am thinking, or alternatively if someone publishes a paper claiming that AI suddenly can't get any better anymore.Surely though these companies in the supply chain can only produce so much, and therefore only sell so much, right? Their valuation can't increase forever. What happens when big finance has already pulled all of their money out of everything else to put into chips?
My portfolio. Do what you will with this information. These arent long multi year positions. They need to be adjusted every quarter. This portfolio is designed to do one thing. Ride the AI bubble. If the AI bubble pops this whole portfolio gets wreckedExited: AMD, INTC, MU, SNDK, and WDCTicker WeightNVDA 20.0% TSM 13.0% ASML 7.5% AVGO 7.5% CDNS 6.0% GEV 6.0% LITE 7.0% BESI.AS 4.5% NVMI 4.5% KEYS 4.0% CEG 4.0% CIEN 3.5% TSEM 3.0% TTMI 3.0% CAMT 2.5% BE 2.5% SITM 2.0% SNPS 2.0%
>>62218873>every quarterbeing that hands-off is a recipe for disaster. Check in daily, or just chill in sector-wide ETFs.
>>62218851
>>62218873>Their valuation can't increase foreverYES IT CAN YOU NAZI SHUT UP
>>62218867That's what the IPO is for. Unless AI magically turns a profit its death
>>62218873>If the AI bubble pops this whole portfolio gets wreckedIt's going to, anon. It's merely a question of when.
>>62218880Can you find fault in my portfolio, though?
is this the big one?
>>62218896reddit thought so
>>62218896I added a bunch of mu and sndk earlier today, so yeah it’s fucking over.
>>62218887>IPOReally not looking forwards to this. Imagine how many trillions will pour into SpaceX, Anthropic, and OAI, and it will all have to come from everywhere else. I don't want to buy into these when they come out because they have no financial legs to stand on, but I may have no choice but to follow the money, lest I get stuck holding the entire world's bag.Also, if you think these companies have already enshittified, just wait until they're public.>>62218892Yeah, no mines. You gotta have the entire supply chain.
>>62218899It's so reddit to post reddit
>>62218908report me to the mods lol
>>62218907lolI have Brasilian miners in my core portfolio in another account. This one is for AI only.
MODS, ban this guy! >>62218910
its time to slurp dram
Sloooorping opportunities
is memory kill
>>62218925Yeah freak the fuck out and panic sell
thoughts on going all in on STRC before dividend date and then selling after it goes back to 100.
>>62218907IPOs have been disastrous for people that bought them early. The winning move has been to wait 3 years after IPO before buying for IPOs historically.If Anthropic and OpenAI are up after 3 years, they would be an extreme anomaly. The odds of it working out well are slim. I expect Anthropic and OpenAI to be multi trillion dollar companies shortly after the IPO. Imagine buying them when they're valued at 5 trillion.And all you get, when you buy them, is the model and their ecosystem for serving their model. If anybody else has the compute, with a better model OpenAI and Anthropic get demolished. They're on such a shaky foundation. Theres no customer loyalty with AI either. If there's someone with a better then that has the compute to serve the customers, then customers switch over.
THIS RALLY HAS TO END
>>62218930What's your read on Cerebras?
We’re recooooovering
>>62218873>This portfolio is designed to do one thing. Ride the AI bubble. If the AI bubble pops this whole portfolio gets wreckedShouldve listened to him.
>>62218917damn
S&P DOWN 0.2% WHAT THE FUCK IS HAPPENING
>>62218930>Imagine buying them when they're valued at 5 trillion.I know you're right about this, but imagine all the money that will flow from MU to OAI. I don't think any position will be safe.At first I was thinking the right play might be to hold cash and remain stoic as the hype train plows through its dramatic climax. But is it really wise to forgoe the 10, 20, 50% that they may rise in the very short term? Is there some balance to be struck between long-term holding and never touching it with a 39 and a half foot pole?
GitLab
MUBROS DO NOT LOOK AT THE AFTER HOURS
this is kind of interesting. DRAM down more than the weighted average of its top 3 holdings
uhm achkshually i voted for higher gas prices, libtard
I was looking at photonics stocks over the weekend, doing some DD, and decided to buy asap but didnt have the funds yet today because it takes a day for my broker to settle the cash, and AAOI already shot up by 25% today recovering from the earnings dip. Fucking hell man are there no breaks to this bull train
our boy broke $200 today
So now that the memory play is dead, is silver the next big thing?
>>62218955I'm not letting go of semis until earnings start stalling, and they're not stalling. I might put 2% each of Antrhopic and OpenAI in my portfolio to them at IPO if I put anything loland Im very heavily weighted toward AI. If anything, when all the money flows into OpenAI and Anthropic itll be an excellent opportunity to double down on Google and Amazon.I alreayd have Google and Amazon in my core portfolio, theyre AI plays as well and solid very profitable companies. And they're much safer bets. I also think Google, not Anthropic or OpenAI is going to win the AI race.The AI race is going to turn into a spending frenzy, with companies slugging it out for years to undercut each other as they try to squeeze out every little bit of compute they can that is increaingly more expensive. Google has much more endurance to beat the frontier model companies at spending because they have such a profitable core business.No, I wouldn't hold cash.
>>62218976Datacenters and mstr
>>62218965Do they have some limit on market makers creating or redeeming new DRAM units? Or are the rest of the holdings down even more?
>>62218976Bumpy ride to 120, AGQ to 400.
>>62218976Dirt will be huge in 2027 from Ai demand
>>62218970this has happened to me multiple times when I plaan on entering a position and dont have the cash ready.I just buy on margin now until the cash transfers over. Im not risking that shit happening ever again.
>>62218982there's def less liquidity on DRAM vs regular hours...I mean it seems like at least 100bp discount to NAV (rough eyeball) overnight. Not sure to make of it
>>62218978it'll be too late, hardware prices will crater before earnings stall. then come the asset impairments. the very first company to dump those impairments onto the tape and it'll be a -33% flush across the board within a week. i would say it would start to get priced before earnings but probably not given passive flows and froth. look forward to it
How does 560 per month into stocks sound? Its all I can really afford.
>>62219008I know everybody is planning to get out wen earnings slowIt's just not happening anytime soon. Earnings are going to keep growing for years to come. Demand for compute s going to rise, not fall. The big risk is when the semis start undercutting each other. Not demand falling.
>>62219012better than 550, worse than 570what is the question you want answered?
>>62219012Perfection, buy sso
>>62219012sounds good bro!
>>62219013>>62219008But I also think semis are going to be paranoid about commoditisation because of what happened with memory years back. I dont think they're going to aggressively undercut each other.
>>6221884870k 35fast food
>>62218848800k34Some tech bullshit
>>62219016Im a lazy guy, even if this bubble pops if I just dont sell I'll make my money back. Im wondering if thats a reasonable amount to invest assuming we're bubbling.
>>62218856Big if true
>>62218978What makes you so sure that earnings will stall at all? A sharp ricochet is likely as well. Wall street and retail investors alike are terrified, and will race to bail with their plunder at the first whiff of trouble. I think this means the end will be swift, as is the fate of most major rallies.>I also think Google, not Anthropic or OpenAI is going to win the AI race.I agree, but that is a longer term matter than these IPOs.
>>62219023Invest as much as you can afford to not touch for years, and not a penny more. 560 being a lot or not depends on your economy. If an emergency expense of being a weak handed bitch will force you to sell, invest less
>actual V in AH
>>62219013this is delusional to me. theoretically if passive flows continue and the admin can have the banks forgo risk boundaries then the capex can also continue which is the entirety of the compute demand. assumes all else equal, way too many plates to spin imo, i don't know what else left they can resort to that won't spook everybody. bond vol looks like it could break again. nice port though
>>62219044i was screeching for the 2 year to break way lower at 3.40 though lmao
>>62219044surely you know more about datacenter capex than goog, amzn, msft, combined lol
>>62219053hey retard if an entire society decides to throw tons of money at you do you walk away or start gambling with it given you hold no liability?
>>62219053lots of sour grapes and people rationalizing their cowardice/ignoranceyou lost bobo. you were wrong. that's sad. you're still wrong, that's hilarious.
>Missed out on nvidia, AMD, micron, sandisk, and intel's most recent pump...what other upcoming semiconductor/AI stock is a good buy?
A jew, a black man, a Mexican and a Texan find a genie lamp>You have freed me from my prison! As a reward, I will grant a wish to each of youThe Jew goes>I want my people to be able to leave the US and return to Israel the promised land, and live in peace> Genie: done>Black guy: I want all of my people to return to Africa and live in peace and prosperity > Genie: so it shall be> Mexican: I want my people to also be able to go back to Mexico and live a fruitful dignified life> Genie: it's done Texas guy's turn comes> So lemme get this straight, all the Jews are in Israel, the blacks in Africa, and the Mexicans in Mexico?> Genie: that's correct> Texan: I'll have a diet coke
>>62218848>$550k ish>37>some tech bullshit
>>62219076so a guy from california and a guy from texas are driving down the highway when they see a sheep stuck in a wire fence. guy from california yells "pull over!" and they do, and he gets out and starts having relations with the sheep. he yells back to the texan, "hey you want some of this?" texan goes, "you know it," and he walks up and sticks his head in between the fence wires.
>>62218848484k33NEET (recently)
>>62219082Fucking kek
lockdowns are starting soon.
>>62219101my body is ready
BROS https://www.gartner.com/en/newsroom/press-releases/2026-04-08-gartner-forecasts-worldwide-semiconductor-revenue-to-exceed-us-dollars-one-point-3-trillion-in-2026#:%7E:text=STAMFORD%2C%20Conn.%2C%20April%208,Crisis%20to%20Extend%20into%202027
What is your worst long term investment?Mine is DGIve had it for about 10 years. Bought it around $100It just fell to $100 again. 10 years of opportunity cost down the drain, for nothing. It peaked at $250 about 5 years ago.This was one of my high conviction hold for life trades.I'm going to dump tomorrow. After 10 years, didn't even make a dollar on it. The only accomplishment was I didn't lose, but I really did because of inflation lol. 10 years ago $100 is like $200 now lol
kospi
>>62219119Dominion Energy. no div raise for years, stock is flat for me.
>>62219113#buildit
>>62219113Yeah well I project my penis to grow over 12 inches this year
>>62219119I held BABA for a couple years before selling for a 40% loss or so. I just stick to american etfs these days.
>>62219124Korea is going to blow this whole thing. Literally the chaebols are so greedy, and they are seeing so much fucking money coming in. Don't think it ends well (see Samsung labor strike)
>>62219124>A top South Korean policymaker said the nation should pay citizens a “dividend” using taxes on AI profits, underscoring growing pressure on authorities to redistribute gains from a boom that has enriched chipmakers like Samsung Electronics Co. and SK Hynix Inc.>The comments in a Facebook post by presidential policy chief Kim Yong-beom fueled sharp swings in Korean stocks on Tuesday as investors struggled to parse the scope of Kim’s proposals. The benchmark Kospi index sank as much as 5.1%, then pared losses after Kim clarified he wanted to tap into “excess tax revenue” generated from the AI boom rather than roll out a new windfall tax on corporate profits. Shares in Samsung and SK Hynix sank but later recouped much of their losses.
>>62219140you must like to panic and overreact
>>62219143>Kim clarified he wanted to tap into “excess tax revenue” generated from the AI boom rather than roll out a new windfall tax on corporate profits.So its a nothing burger?
>>62219135this is the best bears can do
>>62219148politicians like to talk
>>62218862>SOXL starts going down, switch to SOXS>SOXS starts going down, switch to SOXLinfinite money printer go brrrrrrrrrr
Niggas n jews
RTX finally turned around. Hopefully it leads some interest back into defence sector. My BAE could do with a kick.
>>62219152kek mumus really think they'll get wealth (other people's labor) just because they're speshul
MEMORYBROS...THIS CANT BE HAPPENING....
>>62219188I love how they call me a bobo just because I'm not buying tech.
Why did this make me laugh so hard?
>sell my TSLA and try to ride some of the AMD or INTC waveTough...been in TSLA since $200 so I'm up a good amount but I keep thinking it has legs to keep going but man the pace of INTC is stupid. STUPID.
>>62219191MU -50% down day wen?
>futuresit's fucking over isn't it
>>62219023the mantra of buy and forget applies to shit like SPY and its an oudated strat to begin with. although its less likely to happen theres always a chance you get a 2000 - 2013 incident happening where SPY never made a new ATH.good example is PLTR, or even MSFT. imagine having your capital locked in those two for the past couple months because you never sell and move money around. if you're too lazy to keep an eye on stocks then just VOO & chill as the analyists will move it around for you
>>62219205It's coming. The usual drawdown is 70-90% though.
SNDK 1488 in overnight
Ooh. Oil at $99 this morning. Should be a good day for my AEP and HBR. What did I miss while I slept?
>>62219220>just VOO & chill as the analyists will move it around for youShut the fuck up retard.
>>62219228They will have fun with that. My sister asked to see her medical file a few years ago and she had a bunch of broken bones recorded. She's never broken a bone. They'd recorded my broken bones in her file.
>>62219228For the love of God when will regular humans FINALLY put a stop to shit like this?
>>62219205>https://realinvestmentadvice.com/resources/blog/parabolic-semiconductor-rally-is-pricing-in-2028-already/I read this yesterday. The lad has a point.
>>62219258OH YEAH? I BET HE DIDNT PRICE IN 2029
>>62219252When strong leaders emerge. Idiots think that's trump and Putin but these are just the final grifter bosses. The real change comes when the pieces get picked up. I hope I'm still around to witness it.
>>62219252>For the love of God when will regular humans FINALLY put a stop to shit like this?it's literally just a way to visualize and correlate data across existing datasets. You anti-palantirschizos have done more to juice the price by thinking it's some magical surveillance tech when it's literally just a data tool with some decent AI behind it and AMAZING salespeople.And yes, I did buy palantir at $11 held through when it dropped to $6 and then sold back at $11 and missed the retarded runup so I literally don't have a dog in this fight
>>62219258>Semiconductors are still cyclical. Always have been. The day the AI capex cycle hiccups, even briefly, is the day this chart breaks.>The consistent thread is that parabolic charts don’t unwind through gentle rotation. They snapThis is TA shit ultimately. As much as my guy agrees there is no way of really knowing. as everyone says past performance doesn't indicate future performance. And I think what's priced in isnt the next few years, its the assumptions that AI will have even bigger technological breakthroughs and thus even greater adoption. Which might be even more reckless thing to price in, but we will see, we are in very uncertain times for guessing what the economy will look like in the future.
Is the hype around MU now similar to the hype around Nvidia back in the day when it was starting to go parabolic?
Buy Nokia
>>62219266I hope whoever it is kills the disease with fire on the way to the top.>>62219267>literally just a data toolThat data has no fucking business being fed into an AI. And I know you stupid zoomers think it's fine and dandy for every company on earth to have your personal data, but when you finally grow up, you'll see the problem with this. Whatever harmless shit that you think Panatir shit is being used for now is NOT what it will be used for in the future and by then it'll be too late.
>>62219284I think he's largely correct, especially on the chasing shit point. Seen it enough in here 'what will pump next?'We are onto cabling and thorium reactors now I think?
>>622192915% NOK here, gonna slurp more when it does its next predictable slight drawdown.
>>62219297Palantir getting access to medical records will find it's way into the insurance market.
>>62219298>especially on the chasing shit point.Ya that part felt like a fair point>thorium reactorsBased, may the meme pump give those guys the capital to give it a real shot at making the tech work
>>62219284Its you've used the frontier models, like 4.7 Opus, or GPT 5.5 these models will blow your mind how capable they are. I havent even been able to use Mythos or GPT Spud yet, and those are the next generation models.AI capabilities aren't slowing down. Right now, where models are they're capable of handling complex programming, engineering, or scientific tasks. They're not just toys anymore. And this is just the beginning. With even more compute, the AI companies will be able to deploy even more capable models. Right now, were the frontier models are, they're beyond human capabilities. They can handle tasks that take someone to be an expert n multiple technical fields to accomplish. Even Deepseek V4 is great. And its run for dirt cheap on old A100s. For programming tasks, its about as capable as an average fullstack developer
>>62219316Ok. So demand will be huge but who's going to pay for it when nobody has jobs?
>>62219302It'll also have your footprint from birth, dental records, possibly DNA info one day... so it will go a lot further than spiking your life insurance.
>>62219327Commercial companies that use the AI services. Anthropic for example, is built around enterprise AI. Enterprise adoption just became the majority of OpenAI's revenue. Companies with deep pockets will pay for it, not the favela underclass.
>>62219297>Noooooo that NHS data needs to go to a brown market Israeli intelligence firm first before it gets ingested into the AILmao. You fucking boomers and your "privacy". Anything on a computer is already compromised. No one cares about your 2.5" soft penis, get over it already.
>>62219316>Even Deepseek V4 is greatAnd Kimi k2.6, and glm 5.1, that you can run for $100k in hardware (tax write-off). Less and less reasons every day to pay for top closed models.
>>62219335So this is somehow OK with you? Nothing needs fixed, just business as usual? It's cool and hip? Suck my dick you broccoli headed wigger cunt.
>taking b8 seriously
>>62219343You guys can finally "fix" your NHS when they realize how much you retards are spending on paki inbreeding. Look on the bright side, no one cares about your heart rate and 8 pints a night stupid limey. Everyone at your local "pub" already knows your a limp dicked retard with gout, nothing wrong with an AI knowing that too.
>>62219337I havent used those. With Deepseek V4, I can spend all day using it, and it costs me $1 a day. $2 a day if I use pro instead of flash.
>>62219346>this stupid zoomer wigger thinks I'm a fucking bong or somethingCan you just take your nigger wannabe ass and rope so the world can get on with giving you your second death soon? Fagtoy.
>>62219331And how will the companies make money when nobody has jobs?
>3 more hantavirus cases
>>62219369Don't set them off. They don't like news.
>https://www.mexc.co/en-PH/news/1083314>Anthropic is now being priced at a $1.4 trillion implied pre-IPO value in on-chain markets, the highest level yet for the Claude maker before any stock market listing. The latest number is up 40% in 24 days, based on pre-IPO trading data tied to instruments listed on Jupiter.The same data puts Anthropic’s implied value up 1,067% since October 2025. The pre-IPO instruments on Jupiter are backed 1:1 by SPV exposure, so the trades are being used as a live read on where investors think Anthropic could land when it finally goes public.Still tracking the Fat Man to SpaceX's Little Boy.The clock drifts inevitably towards midnight.
this thread is great-value coded
>Burry has fuckhuge shorts on NVDA that need to print before they expire in January 2027>"please sell your tech stocks people, i totally care about you" headlines come outkek he's sweating so bad and trying to get people to sell
>>62219316Why do profession oriented subreddits all seem to think AI is incapable of actually replacing workers though? It can't even do accounting, are they just using the shitty older models
>>62218832>>62218824>>62218810Don't big IPOs typically dump right off the bat? Then after a few days maybe start mooning?
I was gone all day yesterday day how did stocks do
>>62219384Burry just sloorped a lot of MELI
>>62219364In America, the top 10% of income earners do 50% of all combined consumer spending. Companies will just double their margins doing business just with other companies, and the top 10% of income earners. The bottom 90% of consumers could drop out of the market completely and consumer spending won't even drop $1Go ask Nvidia how theyre doing after they stopped selling shit to consumers lol Theyre not suffering lol. The way Nvidia restructured sales is the future. Also, its happening right now. Consumer oriented companies are getting decimated by falling revenues.A lot of companies wouldn't survive this like Walmart, that have mass manufacture and distribution economies of scale. A lot of companies would survive the death of the consumer and GDP would go up.Keep believing you're going to be safe because they still need people to buy shit. They dont. And you'll go all the way to the favela believing that.
>>62219410truth singularity
>>62219369>I'd like more nothing on my burger, please!
>>62219410>In America,I meant in first world countries.
>AI>semiconductorThis is a full port.
>>62219388A lot of these people the last model they used was GPT 4 like 2 years ago. Also, they think they're special and they're not. Most people have very high opinions of themselves, especially high is their opinions of their capabilities. They're not special. 90% of white collar workers could be replaced by AI right now, and the AI would do a better job in most cases.
>>62219388>>62219427Also, I forgot one other thing. Self interest. People with jobs that are most under threat by AI, hate AI the most and heavily rail against it. They're just saying what serves their interests. Literally all of them, when they come into work, complain constantly to their bosses about how bad AI is. Because they feel the second that their boss thinks AI brings more value to the company than they do, they're gone.
>>62219258Is everything written by bots now?
i don't like what i'm seeing, my trailing stop will get hit today
>>62219440>Ai writing about ai being a bubble.
>>62219443Deal with it you greedy motherfucker
>>62219421You won't be safe from it either.
>>62219455i'm Jewish you antisemitic fuck
First Solar is looking bullish af on weekly. I think it will run hard next 3 months. Considering buying a few 9/18 contracts.
>>62219458Im an antiques dealer. Not sure how AI would work that one. Still, things are tight and buyers thin. My margins are getting tighter already with the cost of living crisis. Not seeing a market for my wares if everyone starts losing their jobs, no. Which takes me back to the original point. Who pays for all this AI slop if there's no economy?
Sk is rugging lol
>>62219475Pivot to catering to high income customers. Leverage AI toward increasing online sales.I just told you. The money will come from people with money, like rich individuals, or other companies. I'm telling you, the death of the consumer is coming, and it's imminent. I don't like it. It's just what's happening and I'm not going to bury my head in the sand and deny reality.
Is the market tanking , is iran going to get blown again
micron is in free fall
>>62219364The number of people working in clothing production actually increased after the sewing machine was invented. Automation doesn't necessarily mean less people will work that job. Price margins got better, product could be sold cheaper, demand increased, vastly more cloths bought. AI might very well have a similar effect.
>>62219500>free fall>down 3%so is AMD and a bunch of other shitshaking out bitch niggas like you before open
>>62219493>Pivot to catering to high income customers.That's already where I am. Everyone is feeling the squeeze.
>>62219507lol made you look
its over
>>62219475neofeudalism supported by welfare to keep the peasants alive until the ruling class can settle on a way to liquidate us without too much fuss
>>62219507Why is it down? Any news I missed?
>>62219513That's just going to cause violent revolution though. As it always does.
>>62219512JEROME PLZ THE FREE MONEY MACHINE IS BROKEN, FIX IT
Did First Majestic just kick off their big, beautiful Q1 earnings?
>>62219508Then just watch retail continue to collapse, with you along with it. You better diversify.
>>62219518maybe. much as i like to think otherwise, not many are going to revolt against a very well entrenched surveillance state while their material needs are being met. the man has been working very hard for a very long time on this project.
>>62219535I dont know why you think everyone's material needs are going to be taken care of lol
>>62219519i have become accustomed to making 20k/day
>>62219531>You better diversify.I can dump my stock to auction and retire ahead of what is coming if I decide to but I built this with the plan to employ my children and they are coming of age right now. I'm going to soldier on and see where we go.
>>62219546fuck them, and let them fend for themselvesmy parents never helped me with anything much less give me a business. Dump half your stock and put it into AI investments, then put half your income into your investments every month.
Just woke upWhy we crashing?
>>62219551Iran is going to get blown
>>62219550>my parents never helped me with anything much less give me a business.Neither did mine. Which is why I endeavour to be better.
Why are AI companies being priced like they have a mainline to God? Their long term profit profile is sorta shitty desu, basically any company/organization with access to US CPUs and GPUs can build a model and cut into their market share, and since it’s still evolving tech ease of training a LLM could make barrier of entry even lower. Additionally since a LLM will be influenced by whoever does its basic coding/training, it really does incentivize companies/organizations/governments to train their own to avoid relying on a competitor for what will become a basic service in the future. I think the companies that make the components that make AI possible will keep increasing in value (though they’re in a cyclical bubble right now) as well as companies developing in house AI that they can pair with exist services they sell, but the long-term prospect of pure-play AI companies that rely on subscription/contract model seems really bad to me.
>>62218848$3.6M39Landscaping Company Owner
>>62219562>Additionally since a LLM will be influenced by whoever does its basic coding/training, it really does incentivize companies/organizations/governments to train their own to avoid relying on a competitor for what will become a basic service in the future.Why not just have ai build and train a specific local for in house use? They haven't thought this through.
>>62219560if you're going to be employing your kids at a loss, then have them do something useful like running agentic AI campaigns to reach the diminishingly smaller number of people with money. Have them figure out how to automate your business as much as possible.
>>62219564>Landscaping Company OwnerHow are fuel and material costs affecting your business?
>>62219569I need a driver/helper anyway for loading/unloading/restoration. The guy I use currently is annoyingly unreliable. My son can do this. The admin, marketing and customer service side can be run by my daughter. It will free me up to expand. I will teach them both the industry as they work and then hand them the business when they understand it. It's just a pipe dream though if the buyers disappear.
>>62219570NTA but I bet the prices are going up genius
Oil up bigly in premarket
>>62219515all I read was that korea was down because some politician proposed a "citizen dividend" ie taxing international investors gainseveryone knows south koreans are the jews of east asiait will bounce back before open because oil is down and politicians say dumb shit all the time
>>62219583pre-pre-premarket*
>>62219582Obviously, I'm more interested if he is able to pass those increases to his customers or if he is eating his margin.
>>62219583Woah hey where's that taco tuesday at
>>62219591Looks like starmer might be forced out today. Not sure how markets will react to that.
>>62219593a lot of news is packed in for this week, starmer leadership challenge, trump xi meeting, cpi data and negotiations with Iran could see some profit taking spiral into sperg selling
>>62219593Stormer will only leave feet first, he´s a sturdy little cockroach gotta give him that.
>>62219581There's going to be the rich. You just need to know all the ones local, but that's not going to be enough, you need to reach the national rich, and the international rich.In the coming decades, when everything is made by AI and robots, items that are antique, or master artisan crafted will have premium demand. Because rich people will crave authenticity in a fake world.
The bear market has began
I want one of these.
>>62219599
>>62218701No it odesn't you absolute coping faggot. Memestocks, bubbles, selling high and making a lot from your measly 4 figure portfolio into 6 figures is what makes the game.>2-3 millionI need 100 million by the time I'm 60. So if my mother is still alive I will laugh in her fucking face when she has to move to the ghetto. Should have let me hang out with my friends and have a car and a girlfriend and not stolen from me and threatened to evict me and committed social security fraud in my name, BITCH.
>>62218824>>62218810>>62219389>robinhood and moo mooDemocratized and open to everyone, you might get like 5 shares>fidelity, schwabRequires you to have at least 100k in your trading account to get access, you might get 10 shares.
is the cpi report going to crash the market
>>62219624Can you please put your mother on the line? We'd LOVE to hear what she has to say about you. Pretty please?
>>62219603Why
>>62219633So I can easily flip over electric cars. I'm a simple man.
>>62219631>someone shits on boomers>broke faggot sticks up for themWhen the time comes that we run society, you will be used as cheap compulsory labor.
>>62219343>>62219297>>62219252>>62219163>actual unironic crying british boomerKek yikes lmao. Go home to your wife, man, you're so old.
is the pullback coming
I'm selling everything the market is gonna be schizo over the cpi report even tho it's a nothingburger
>>62219624I've already had the pleasure of telling my parents they wont get shit from me. My parents thought they could use me as their piggybank. I'd have a lot more money if I had half the headstart everybody else gets from help from their parents. I have more money right now than both of them together have ever made in their old ass almost 60 year old lives.
>>62219644>>62219648C'mon big boy, don't hide behind muh boomer cope, let us talk to mommy. I bet she will probably say something about you stealing your sisters underwear and the dates she wouldn't let you go on were all with older men. PUT HER ON THE LINE ZOOMZOOM!
Looks like the RTX bounce yesterday is pulling my BAE up. Defence sector rebound hopefully.
>>62219657Anon's mom here. He might be a faggot, but you are too
>>62219672Hey, have you passed my watch yet? I'd really like it back.
there's another smg up
>TOP candle>down overnightNow we see where this goes. Fill a gap? Hit a short-term support line? Hit a longer term support line?I don't think this is going to be an enduring crash, as earnings are only 6 weeks away, but it might be a long six weeks.>>62219706/smg/ board until gold hits 5k again, then we get spammed with silver threads.
>>62219706they probably didn't see this thread since it doesn't show up when you >>>/biz/smg
>>62219706Just noticed. Wtf?
Its looking ugly sisters.
they're putting out "actually AI is bad" stories again so the market will dump for a few days ahead of options expiry.However BIG PLAYERS have bets that Micron won't fall below 600 dollars this week, so it might get pushed down to fuck retail bulls but will hold that line, and if it does I will buy a lot and they will pump the shit out of it to fuck retail bears.
People think AI s a bubble and its going to crash hardIm not saying there wont be dips or big dips but its going to keep going right back upnow is a good tme to get in, even at new all time highs. Its always new all time highs with AI. You could have said the same thing 4 years ago you ddn't want to get in because it was a top. You need to be fully in AI, leverred up, but not so leveraged that you could get margin caled because you might blow up your account during a draw down lol
>>62219730So, what you're saying is we have a new paradigm?
ABANDON THREAD OP IS A FAGGOT
>>62219731youre in the midst of the AI technological revolution that will dwarf the industrial revolutionso yes
>>62219739That's what people said during the dot-com bubble funnily enough. It changed our lives for sure but not many investors got out alive.
>>62219746Its completely differentnone of those dotcom companies had any revenues
>>62219749Well. You place your bets. I'll place mine. I remain unconvinced.
>>62219756there were companies with 1000x p/e in dotcom bubble Google just posted 100bn in AI revenues in their latest earningsNot bad for 200bn in AI spend
>>62219766And there are women out there with penises. They don't convince me either.
I'll call the AI industry a bubble when its over 100 trillion and theres not a dyson swarm, and theres not robots everywhere, and human life hasnt been extended 100+ years from healthcare breakthroughs
ITS OVER ITS GOING TO BE A BLOOD BATH AAAAAAAAAAAAA
>>62219778So what will you call it when it's back to 50 million and theres not a dyson swarm, and theres not robots everywhere, and human life hasnt been extended 100+ years from healthcare breakthroughs?
>>62219746this is unironically bigger, much bigger disruptive scale than just the average goyim getting access to email and online travel booking. dotcom displaced travel agents and newspaper classifieds, maybe a million jobs total in the US over a decade. agents are coming for the entire white collar middle class, 60 million plus US workers doing the kind of repetitive cognitive labor that frontier LLMs are specifically good at.
>>62218848$820k40SW engineer
>>62219564I'm charging it out at as a variation with a floating average for larger clients.And an inflated fixed cost average for smaller clients.It took a lot of negotiations initially but the reality set in to developers.My diesel costs per month went from $30k to nearly $80k. I have staff vehicles as well as machines
>>62219835>>62219570for
>>62218685Anyone buying this IPO?I don't want to be a goyim.
I have an important questionWith ibkrcan you buy fractional shares with Japanese stocks? By fractional, I mean, can you buy 1 share? It's hard for me to hit my exact balance with Japanese stocks when I have to buy 100 lot shares. I know ibkr used to require you to buy 100x lots of Japanese shares. I just wonder if they let you buy 1 shares, instead of forcing 100. Its hard to weight this shit when 100 shares of some JP companies is $50,000 lol
>>62219854No.The asian Stock Exchanges have minimums
>>62219860Are you sure? Because I checked online, and some sources said yes, and others noDid you try to buy 1 JP shares on IBKR in the last year or less?
>>62219860And by the way, it doesnt matter if the asian stock exchanges require minimums if the broker does fractional shares. I want to know if IBKR specifically does fractional shares for JP stocks.
>>62219854If you're a Euro, use Trading 212
>>62219876>Did you try to buy 1 JP shares on IBKR in the last year or less?How about right now?
now the market wants to dip
>>62219882>>62219860>>62219884But Gemini says yes
>>62219889
>>62219892>But Gemini says yesWhy are you asking AI?And why are you asking us?You can either do it or you can't, and you can't.
>>62219884Check your settings in trading permissions. See if you have fractional shares enabled.
>>62219906No, you.
>>62219909Please
>>62219909If you do it, Ill tell you what JP tickers I want to buy
>>62219922You need an account registered as "expert trader" to unlock the option.So if you want to try it out, you'll have to lie and claim you're an expert with over 10 years experience
>>62219931>He isn't an expert with over 10 years experienceNGMI
>>62219931why wont you just lie?
>>62219986Because an investor only has so many lies in a day and he needs to save them for explaining to the wife whete all their money went.
>>62220010thats bullshitbut I believe it
>>62219986Because I told the truth about my experience when I opened the account. Now I have to make up some lie to my broker how I instantly gained 8 years experience to show an anonymous frog whether he can buy fractional anime shares.
why are prediction markets legal? It's literally gambling, and zero sum
