"the semi trade has peaked" 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
the g in smg is gay
I cant wait for Monday
Have you guys bought HALAL stocks before?
>futures
>>62240526thanks man!HD and WMT are big marketcaps.
>>62240531>Have you guys bought HALAL stocks before?DECLINE. SMOKING HONEY. seriously why is there a halal food truck at every gas station now and why is it always busy with goys at 9pm in 40 degree F weather
nike will outperform nvda over the next 5 yearsbuy the ugly nigga
Last week to trade before the bombs drop and global depression hits, what are you slurping?
SPY 720 next week
>>62240536>invest in the technology of the future>or fucking chinese shoes
>>62240536Their clothing is made for children. I'm 5'8" 145 lbs and the small sweatpants are too big except for the tapered ankle which is made for a 16 year old lanklet ankle. And then the medium hoodies hoods are outrageously oversized and the sleeves don't have enough give to do a full extension follow through on a bounceketball shot. I'd short based on wasting $1000 on their gear
>Multiple oil refineries have been attacked by Ukraine in the Moscow Oblast>>62240528https://www.youtube.com/watch?v=Whsfo9cYD-g
>>62240536I'm not bullish on consumer discretionary lolI think it could be had significantly cheaper soon
>>62240549csco/intel were "technology of the future" in 2000.
>>62240525For more Iran escalations?
>>62240552probably, i will dca. I think it's too good of an opportunity to ignore
>>62240562i think a market wide sell of event is around the corner, the economy not related to ai is nearing borderlines recession prices, we are about to if ai dumps get some barging bin prices on already beaten down non ai stocks
I repeat: >"AI can cost more than human workers now," per Axios
/smg/ movie nite soonmovie is Frankenstein's Army (2013)seems like some low budget found footage horror crap, but whatever
>>62240566>i think a market wide sell of event is around the corneryou and everybody else
>>62240566I hope so. This will be good for the younger generation. Crash this bitch ass market along with the housing market.
>>62240577nothing like a resume gap and staying home in your 20's to really get ahead. ask a millenial how great a crash is.
friday was a bear trap
>>62240573institutional investors may be saying that, but they were the main driving force of this current rally they are not doing as they say
just took a 20 minute shitis that bullish or bearish
>>62240566best I can do for you is a correction
>>62240593Indianish
>>62240594Man, it's always a boring old "correction".
>>62240583lets hope so, I reckon semis will go up 33% by the friday coming.
>>62240597i wonder who will fall for the trap
As far as I can tell, AI is mainly just filling an explanation gap, just as the internet filled an information gap. That's the utility.Even if it does big leaps like with AlphaFold, there's no money to be made, cuz nobody knows what even to do with AlphaFold to make money.Human lag will always determine the potential of new tech.Just as with the telecom cable builders going bankrupt cuz nobody knew what to do with more bandwidth yet.Same with dotcom cuz nobody knew what to do with websites yet.
>>62240606I think your frog is having a stroke pal
>>62240609he's fine
>>62240616no really, i think you should ring an ambulance
>>62240583look at semi stocks then this chart, specifically micron this is literally nearly 1/1 with it
>>62240636
>>62240636>disbelief
>>62240636so semi is at the hope stage?
How do we short this biz?
dumb money is about to be wiped out lol
>>62240643eeehh "smart" money to, they are buying in record amounts despite them all knowing this shit is about to fart (flatline all retail traders) the new acronym i have developed
What kind of options plays are you guys getting into this week you think?
>>62240572
>>62240538but stocks go down when bombs go off dont they?
>>62240636it's actually at the belief pullback stage, thank me later
>>62240648Nuh vidya calls
>>62240536The only bull case for Nike is if you believe reparations for blacks is coming.
>>62240648>>62240653asian man will save the market, again, and again. no wonder china is so strong its full of asians
>>62240654KEEEEEEEEEEEKKKKKKKKK
>https://finance.yahoo.com/markets/stocks/articles/exclusive-spacex-accelerates-ipo-timeline-194800007.htmlThe optimist thinks this is the best of all possible worlds. The pessimist fears it is true.
>>62240636I don't like this chart because it makes ME feel like an IDIOT. BLOWING my HEAD clean off.
>>62240663DONT CUNT WE NEED AS MANY BIZ BROS AS POSSIBLE TO BY THE MEGA DUMP COMING IT WILL BE US WHO RESTARTS RISK ON PURCHASING
>>62240666if you knew anything about this babe you'd be generating alpha. all you're doing is exacerbating your mental illness. there is a crash in your future, but it's psychological and not economic. the best roi for you would be to schedule an appointment with a good therapist.
what youtube channels are the biggest bulls?I'm tired of permabears showing up in my feed. I've been blocking them but they keep popping up
>>62240670ark invest, fundstrat
>>62240518Bond vigilantes are circling. Us10y to 5%
Warsh is gonna face turn and restart QE
>>62240672Give me more bulls. I want to flood my feed with bulls
>>62240678ask swiftie, that's all i've got
>>62240674is our country about to collapse?
>>62240670the reason i am a bear now is because my feed was full of bulls, trust me if you fill your feed with pure bull bias you will turn into a giga bear
>>62240680Whose country?
>>62240683I don't want to see any bear shit ever again. Only pure bull sentiment. I want to be brainwashed into becoming a bull
>>62240680They all are squirt :3
>>62240688you should be looking for actual good analysis regardless, the most likely scenario is we get a few % pullback this week into continued rally
>>62240648here's what i'm doing this week, probably not gonna work but whatever.basically playing mean reversion on stocks that have okay volume and seem oversold per the disparity index.doing CBRE calls as it hit all the indicators and seemed like the best i looked into.lot of options volumes at the strike, increasing volume on the daily chart wicking the price hard showing stability, and of course super low disparity with the weekly moving average near the historic lows.and ultimately given it's overall chart performance not per se a totally dead stock though ultimately it is doomed probably. good enough for a short options play on a snap back though
>>62240652i would agree for the overall market although some semi stocks have skipped ahead and are at the euphoria end stage
>>62240692I do watch those. I like CiovaccoCapital's videos, and he does analysis of markets and is neutral, and doesn't make predictions.
Are bond traders the adults in the market?
>>62240699
babe, i love you and i've tried so hard to help you. agree with me or not, you know that's true. it doesn't make me happy to see you wrong, it doesn't make me happy to see you fall behind, i want what's best for you and always have. compare that with your mindset, your results. now which one of us do you think is the crazy one? i'm headed to the gym to stay pretty for you.
>>62240669>if you knew anything about this babe you'd be generating alphai generated alpha in march and april fuck off i am only getting raped now
>>62240680You took it back and are making it great again. Why are you worried?
>>62240706i'd change everything for you in a weekend and it would be my pleasure.
>>62240699Commodities > bonds > stocksin order of leading. Commodities lead both bonds and stocks
>>62240693BAC also looking pretty good now that i notice
>>62240572WTF Did I just witness
>>62240555>For more Iran escalations?Gambling stocks. Iran escalations are guaranteed to start soon. YT channel The Electric Intifiada has all the current drone kills by Hizballah, so that area is still in full swing.
>I once again missed that we made a new threadI think I am growing old and retarded. I knew index funds being appealing to me was a bad sign
>>62240745more escalations means more fake peace tweets, which means SPY goes to 900because market doesnt revert back to what it was when the tweet is proven fake for some reason
>>62240566So sell me on the idea of a market wide sell off. Are people deciding to take profits as they feel this particular wave has crested, or is there some structural change I'm not aware of that will cause the dump?I'm not trying to argue with you I just don't know what has changed.
>>62240750exxon jumped up like six bucks on Friday so I'm waiting for the fucking faggots at axios to post some fake news about the strait being totally open
Karaoke night
Has anyone see the chart of trumps trades on Palantir holy shit we need to get him on this board
isn't the market primed to maintain momentum until the giga IPOs of anthro pics, space sex and openslop?I find it hard to think we dump before they offload their millennium bagsremember I did the math once and index baggies wouldn't even be that bothered by holding 0.2% in that shit but it's more of a valuation and liquidity thing I guess
>>62240769You know Trump isn't personally making these trades, right?
>>62240770That's why I'm asking what changed to make everyone so bearish. But it might be just general fud posters slowly coming back after getting completely shrekt for the past month.
>>62240770Data from April is starting to show the effects from the US-Israel war on Iran, it all entirely depends on the psychology of the market, they had originally priced in the war ending in April, then they changed it to May, I guess next will June, then July and then? The damage to the world economy from the war will be unavoidable by then, markets can't deny reality forever
>>62240771He sure tried to pump themhttps://truthsocial.com/@realDonaldTrump/posts/116380894672815869
>>62240770You would think so, but who knows.These lying grifters have a lot to loose when they have to publish their finances in public.But I guess retards of all sizes will jump on the "opportunity" and keep the momentum going, by extension.Better we crash in 2026 already, this is a sure bubble now.
>>62240772Probably the April CPI and PPI data showing inflation at 3.8% and 6% respectively, hence bonds yields spiking as there's a massive rise in inflation coming, markets had expected the Trump-Xi meeting to result in an end to the war and the opening of the Strait of Hormuz
>>62240769>>62240774>Didnt even buy or sell in aprilWhat is my boy doing?
>>62240773Since when are traders looking at economic data? Inflation is hot, jobs report was shit, real material shortages are starting to show up, and traders decided to pump semiconductors by 500%.
>>62240772I mean...there IS a non zero chance they just call the whole thing off and that sets off the dump of the centurythey haven't really filed anything binding as far as I'm aware>>62240773yeah oil curve will flatten from the wrong side and AI is energy intensive I think this could go down in history as one of those "1+1=2" type shit they read about in text books like how we look at the GFC or enron or some shit idk hind sight 20/20 and all that
>>62240777well china made a statement to that effect and the iranian exchange opening up is a positive sign, don't think they'd want trading with bombs dropping on their heads. anyways sorry for misbabing, wrong address but i meant the message. i love you very much.
>>62240779They had hoped the Trump-Xi summit would lead to an opening of the strait and a wave of Chinese investment since Trump brought 17 CEOs and CFOs with him, for no reason it seems, people had speculated they had already agreed to deals and they would be signed in China
>>62240780>there IS a non zero chance they just call the whole thing off and that sets off the dump of the centuryI've thought about that possibility. But there's no way I'm loading up short until I see a real structural change.
>>62240782Ok so I can see that. A mini pump on friday in anticipation of deals and then a mini dump on monday when none of those deals materialized. But hardly the stock market apocalypse. It makes me wonder what they actually talked about. My guess is, "Herro donrrr trumpu u gib taiwan or chinese will sell more boom boom missile to iran."
>>62240782just because it's not perfect doesn't mean it's not good or better. look for a flaw and you'll always find one.
>>62240776the intel tard out is what made i think most people realize its a bubble
>>62240778he forgot to ask barak ravid to run a article on them pre market
>>62240781Their statement was they hope the war ends and the strait can open again and that the reason it's shut is entirely because of the US and Israel attacking Iran, while China may have influence over Iran it does not control Iran, before the meeting Iran stated their foreign policy doctrine of "Neither East nor West" and that Iran will do what's in their national interest and sovereignty according to "Islam and true independence", markets overestimate China's dominance over Iran
>>62240789maybe so but you overestimate your understanding of markets and geopolitics, with all due respect my love. i'm still optimistic this resolves well.
>>62240789Market bulls are also missing the fact that Pakistan is getting worried about continuing their role as meditator between Iran and the us because they have really strained their relationship with the Saudis and UAE
>>62240784Taiwan seems to have been a major topic since Trump came out and said "You know, we're supposed to travel 9,500 miles to fight a war. I'm not looking for that. I want them to cool down. I want China to cool down." and advising Taiwan to not seek independence, he has also since paused a planned sale of defence systems to Taiwan
>>62240792>WARWAR>WARWAR>WARWAR>WAR
>>62240792>Markets only react to inflation data that came out days prior after the Trump-Xi summit was a nothingburgerDon't think I am
>>62240536I would like to see a lot more drawdown, but this is not a stupid idea.I wasn't always an anon.NIKE was chads GME, and nostalgia trades have potential.For the same reason I think malls might make a comeback. In the UBI AI Paradise, we'll need something to do all day.Calls on Auntie Anne's perhaps.
These threads are such crap now
>>62240801>In the UBI AI Paradise,thats just nots what on the immediate horizon
>>62240800ok, but you know you'll have to endure another "told you so" from me if you're wrong.
>>62240806Meanwhile the data from Japan from April was also terrible>April annual wholesale inflation hits 3-year high of 4.9%>Yen-based import price index spikes 17.5% yr/yr in April>10-year bond yield at its highest level in 29 years
>>62240772>what changed to make everyone so bearish.Xi not helping Trump on Iran, Iran promising much more retaliation if Trump attacks again and Iran saying they are going to work with Yemen to also close the Bab-el-Mandeb so even more restrictions on oil tank traffic and less oil getting out, and Bibi is going to order Trump to attack Iran again. So big money is taking profits ahead of Joe Doughnuts dumping his stock after the war goes hot again and hits main stream media. Then big money will buy the dip and away it goes again.
>>62240808i've always said you have an eye for details. i love your attention but i don't want to argue any more. you win tonight.
My current playbook was to play the AI boom using picks and shovels, buying REEs, all forms of energy (especially U), copper and silver.According to benner cycles, 2026 is a sell yearAccording to seasonality, midterms experience a drawdown from Apr-SeptI felt that an energy crisis would recur since the current Iran/Israel conflict occurred on the 49th (7x7) anniversary of the Yom Kippur war in the 70s, and we have similar economic setup that the 80s hadI am currently 45% cash in my main account ($29k) and hold another $20k in short-dated bonds elsewhere. I have been taking profits off as different things pop/rally.After the dust settles (eg dropping at least 20% from ATHs and trading sideways for a month) I will increase my positions again, likely in the same sectors.I missed out on tech's Apr bull run, so I would like to have a bag of SOXX or something, maybe up to 5% crypto later this year. I also want to focus on "inevitable" companies, like your MSFT, V, MA, I had a list but forgot. For some reason, I think healthcare stocks are undervalued, or at least deserve a little more exposure than typical over the next 5 years
>>62240816>I am currently 45% cash in my main account ($29k)That's $29k in bonds, the account has a value of $65k
>>62240811Australian banks over the last few weeks have been increasing their bad debt provisions by billions of dollars collectively, they expect a spike in debt defaults soon, at some point all this will filter back into the markets
>>62240818:)there's another side of the scale as well, and that's all the good that is happening and exists. don't overlook that. i love you babe.
>>62240801Malls will never come back because of a certain demographic.
Buy ALAB.
>>62240844are you refering to gen z and beyond because they only do their shoppings online now?calls on metaverse when they introduce e-malls on those VR shit and you hang out with your friends in those virtual spaces
>>62240849I was referring to niggas.
>>62240774he's right tho. they were able to identify and hit targets very fast
Bearish
the historical SPY chart is gonna look funny with a dump into a pump into another dump back to pre-Iran levels
>>62240772Friday was OPEX day literally nothing changed. Market sentiment was slightly negative and that effect was increased by OPEX. If I were a bear I'd be crying over those results. Tiny pullback under nearly ideal conditions.
>>62240750>>62240764commies think stonks are gambor?
>>62240855Nah, Axios will announce another 'imminent peace deal' by Wednesday, it will be their fourth such """exclusive""" since the ceasefire began
What Is Up Guys? Drinking A Beer And Checking Stocks!
>>62240868hood is going to $0
Will DRAM go up or down monday
>>62240869Why?
>>62240844>zoomers>niggers>indiansWhich one
>>62240875DRAM Will Go Up! Surely!
where is that faggit that was shilling dnn here a week ago?
>>62240875DRAM is the fastest growing ETF ever, retail is buying it hand over fist, on Monday alone retail investors are estimated to have bought $55 million worth of DRAM stock
>>62240891Homo! Eat Lollipop Chicken With Your Profits!
https://www.youtube.com/watch?v=jgb906KsxP4
BofA's Hartnett: "bubbles always end with sharp jump in yields…JGBs +230bps in ’89, USTs +260bps in '99, China +150bps in '07"
>>62240916how old is his a** ol
Y'all know a war is about to fire up again right
>>62240930>>62240750
Wars back on?
>>62240932Prepare to be brutally proven wrong
>>62240868Waiting for Monday for markets to openMaking my own backtest engine. I have vectorized array math implemented using simd and a node/expression cache. Should make parameter sweeps pretty efficient.Started tinkering with account stuff (balance, sim trades) but im way too tired to start a new module tonight
what do invest in of the US has a Soviet Union type collapse like I thinking s Berlin Wall comparable moment for the us
I'm ready for trumpflation.
Xi just threatened to take over taiwan and trump didnt even say anything during the meetings
>>62240944you go die for Taiwan I'm not
When did retard normies start screeching "DONT USE AI GENERATION ITS BAD FOR THE ENVIRONMENT BAWWW" talking point? Its so comically flawed
>>62240944>"You know, we're supposed to travel 9,500 miles to fight a war. I'm not looking for that. I want them to cool down. I want China to cool down."Trump said this on Fox News after he got back, he also said Taiwan shouldn't seek independence and paused the planned sales of defence systems to Taiwan, he's signalling to China that Taiwan is theirs
>>62240945don't cry when your tech stocks rug then >BUT MUH INTELNO IT WILL BE RAPED TOO
>>62240945Id rather die for semiconductor chips than oil
>>62240949Intel will be prosperousdum ass
NIGGERS
>>62240951your semis come from oil dum ass
>>62240949Actually disruptions in taiwan would be bullish for INTC
I'LL FOLLOW YOU DOWN TIL THE SOUND OF MY VOICE WILL HAUNT YOU!YOU'LL NEVER GET AWAY FROM THE SOUND OF THE WOMAN THAT LOVED YOU!
>>62240953>>62240957yeah defiantly wouldn't be a market wide risk off moment LOL
>>62240959*definitely
>>62240518im planning to slap my entire life savings into spacex when it goes public. am I retarded or based?
>>62240959Obv I'm saying when the tide goes out INTC would be hit ...less hard
>>62240947trump bitching out on taiwan is probably the smartest thing he's done in his lifetaiwan is set to hold elections soon and the RETVRN TO MAINLAND party is likely to get a majority and the US already proved how retarded they are in the middle east where they already have a gorillion stationed armaments and basesthey are DOA if they try that shit anywhere near chinaI'd learn mandarin and embrace the chinese century of heavenly abundance but that's just me
>>62240961wtf do you think
>>62240964both?
>>62240963Taiwan rejoining China is catastrophic for the US, Taiwan are at the core of the AI race manufacturing the designs of the likes of NVDA, AVGO, AMD, Marvell, Qualcomm etc, if China gets Taiwan then China has immediately caught up to the US in semiconductors
>>62240972for the likes of*
>>62240583The "it was just opex" copers are going to rope come monday.
>>62240972the cia would blow up all the factories tho right?
>>62240972but what if we ally with china
>>62240972>NVDA, AVGO, AMD, Marvell, Qualcomm etc, if China gets Taiwan then China has immediately caught up to the US in semiconductorsso why don't they all come here to US already ffs
>>62240976They would have to
>>62240975>it just so happened to be on OPEX day
>>62240979i guess if taiwan lets them all go to the USA unconditionally it loses its only leverage and the american president will trade taiwan in exchange for alibaba committing to buying 15 lawn chairs produced in detroit a year
>>62240972I don't know if you've seen this but a lot of things haven't been going their way for a while nowfighting the current is a lot more costly and china already has leverage with their PM reserves. it's a lot more prudent to let them have taiwan with the mutual understanding that they can continue operating in Arizona. the leap in terms of tech is a tiny bit overstated because mainland has been catching up since all this fearmongering started. you could even argue it's happening because they caught up without TSMC.
>>62240979Trump has struck a deal with Taiwan getting TSMC to open factories in Arizona, but Taiwan recognises that their dominance over semiconductors is the only reason the US will defend them
>>62240990TSMC is only going to produce their bottom of the barrel chips in the US and keep all the top of the line chips in their homeland
I know agentic AI can be really usefull in corporate workflows and boost productivity but I feel like it has far more negative externalitiesAI was a major step back in our global fight against climate change and will be a major catalyst in the exponential rise of wealth inequality.I'm European so I have my concerns on employees using american ai models (on the cloud so all of their data goes there) for their day to day tasks and workflows from the point of view of our security and us feeding american companies even more of our data for free.And wether we like it or not companies will try to replace human workers with a claude subscriptions, further dehumanizing the service industryI honestly hate where all of this is headed and I try not to be a doomer
>>62240995Of course, semiconductors are their only leverage, they give that up and the US will 100% abandon Taiwan
Opinion on my portfolio? I kinda want to get bigger into tech, but everything is so expensive so I just end up buying more boomer value.
>>62240935boring, but maybe I can unload some of my defense bag
>>62240998we pretty much already did
>even if you invest 100 dollars for 50 years you still can't hit 300k networth
>>62240999how diverisied is it amongst industries? It doesn't look that bad but I don't know what half of those tickers are
>>62240990Trump agreed Taiwan is a part of china so now he wants those factories in Arizona so Taiwan can safely return to china without handing them all the factories.
we feeling a pump next week or will it be crabby ??
>>62241006My portfolio is 8% gold, but, the only reason it isn't higher is that gold has been expensive. I don't want to put more of it into gold when the price of gold is so high in the short to medium term. If gold were still $3000/oz I would probably have 20% gold
>>62241012can't people owning those factories move production elsewhere? how difficult can it be
>>62241012those fabs in arizona are for show, INTC produces more chips domestically compared to that fab.if taiwan becomes china then the arizona fab will just merge with INTC
>>62241006these boomercharts always just plainly take for granted that there will be a society 50 years from now that was just as economically prosperous and stable as their own times. that was just a blip in human history of peak good.when you got things like MU and sandisk, who pump for months. its not like they were some freak unknown stock, borwse a little bit, u see it pump, it pumps more, okay go in with a bit. people making 300, 400 500 % + gains on the reg. thats how u gotta do it today when ur younger. aggressive capital wins
>>62241008I think it's like 20% high frequency traders20% financials20% tech (including asml)15% etfs7% bio/pharmaand other spread out trash
>>62241012You know TSMC has factories in China right?
>>62241018The workers have built up those skills over decades, it will take many years for workers in the US to produce high quality chips, so it's not as simple as opening new factories in the US, it's also about the lack of skilled workers, which means under a scenario in which Taiwan suddenly rejoins China overnight the CCP will become technologically superior in semiconductors even if the US makes new factories and new designs because the US will lack the skilled workers who can produce them
>>62241035We can kidnap them like nazi rocket scientists THOUGH
>>62241035not necessarily into the us, other asian countries could work toofor skilled workers, I imagine if you offer good money and maybe some visa shenanigans you can move enough to train a bunch more
>>62241039why hasnt china done that yet
>>62241041they actually kinda had, there's a surprisingly big amount of taiwanese investments in mainland china
the Iran war is being memory holed
>>62241043It hasn't even started yet.>>62241035They will all receive american passports.>>62241041Taiwanese only go to other countries that love America like south Korea and Japan >>62241026More like american semi conductors
>>62241043>muh straight said the bear three months in a row
This is the future SOXL holders want
>>62241063>23 atom bombs detonating every dayWow. Talk about massively twisting a statement to make it sound worse than it is. Surely this guy has no agenda.
>>62240535I will always pick weed over my daughter. My daughter isn't even that old but I can tell she is going to grow up into an annoying goofy bitch. I'm convinced just from having a daughter that women never really grow up because she is like a younger and smaller version of her mother.
>>62241063The fuck do you have against nuclear bombs going off everyday? Are you some kind of asshole?
>>62241063Why haven't they made these data centers in north dakota where it's cold?
How are mumus going to cope when Jerome "The Rate Rapist" Powell strikes again?
>>62241067meanwhile, you're downplaying it, surely you have no agenda lol
>>62241091and they have readily available gas for energy
>TLDR; AI is actually poppingMSFT Copilot is now pivoting from a per-request to a per-token cost service and now prices for these programming AI services are going THROUGH THE ROOF, with other companies like Claud following suit soon.Why is this such a big deal? Because the average chud and big tech nig is about to see a 8x~20x for their vibe coding using the same shitty AI models.The subsidy and VC capex money is drying up and the roosters are finally coming home to roost. Thoughts? Pic related is my usage.
>>62241103ADOBE GODS!!!!!!!!!
>>62240986china's chips are 1/8 as good as ours, they produce 1/10th. taking taiwan would be a huge leap. for example the h200 deal triples their compute capacity. they have not "caught up" at all. but we would destroy the fabs. the reason taiwan leaving is a big deal is mostly strategy at this point, missile launch ranges and balance of power. if taiwan left the alliance, the future of sk, japan, phillipines, australia all come into doubt, our jakarta straits blockade strategy comes into question.
>>62240674red on friday and green on weekend, does that mean we dump on monday?
Tech on suicide watch. AI is collapsing under compute costs. Check /g/ and X.
weekends are so boring, bears getting raped during trading days so they have to cope now
>>62241091well possibly because that's where our missile fields are, don't want to cluster targets. but they require a lot of power and water and perhaps the infrastructure isn't available.
>>62241121It is available and the weather is colder so you don't need to waste money cooling things down.
>>62240844They should have malls with membership like Costco and if people break rules and can't behave they get kicked out and blacklisted.
>>62241094Where did I downplay it? Making use of atom bombs instead of more specific terms is clearly fearmongering and not at all how it actually works either. I don't listen to people who call data centers the modern holy temples of God, nor do I listen to retards like in that tweet. State your case without a hyperbole.
>>62241103Anthropic and OpenAI are about to go public and receive a boat load of money to continue subsidising lol
Why can't bears respond to this?
What buy with $2000?
>>62241141now do intel
>>62241124maybe they will then. i don't really know. maybe they're building them near population centers to terrorize the goyim or something, that's usually the go-to explanation around here when we're unsure.
>>62241141now check where the earnings are coming from
>>62241141okay faggot post your short positions
>>62241168BULL CLITTY LEAKKKYYYYYYYYYYYYYYYYYY
>>62241141The PE value is way too high
>>62241175>no positions postedplease PLEASE show us your YTD I want to laugh
>>62241063>Will be as big as 2000 walmartsWhen americans measure things they talk like people making fun of americans
> futures
am I retarded for shorting nvidia before earnings? please reply so I can review market sentiment
Fact: data center populism will shift data growth to west Texas. This will create demand for stranded Permian associated gas.
>>62241207Texas is the home of the players and pimps.
>>62241063utah is a huge state. it will be totally fine.
>>62241206RIP
>>62241206owari daGetting ass raped by shorts before an earnings report from an AI / tech stock during a hype train is the LAST thing I had on my list, but you do you. I will think about you the following week and how a miserable anon out there simply loves staying in the goy grinder.
I hate these weekends man. Nothing ever happens. Stockmarkets closed. Hormussies pools closed. Have to spend time with my inlaws now. God help me.Is that I nuke I see in Israel? That would pump my bags.
>>62241218I threw 10k into AMD as an afterthought just to diversify about a month ago and am up something like 40%, honestly crazy performance>>62241206historically NVDA does pull back on earningsbut then again the one time you all in on a short position might be the time it breaks up after months of consolidating around 200idk man I wouldnt purely because the market can be so erratic these days, feels like owning shares is the only good play if you dont want to gamble
>>62241241nice! i'll be holding until 2030 at least. i think the buildout is in the early innings.
>>62241206lolyou better get out before earnings
>>62241224now that's a top signal
>>62240963>RETVRNKill yourself
>>62241168His position is reverse cowboy on big mumu cock
>bonds spiking>war is back on>no V on friday/smg/ (You) don't seem to understand the seriousness of 5% rates held for an extended period. if you didn't sell, you are still dealing in the real world. there will be no " V" to save your soxl portfolio
>Bill Gates sold 100% of his MSFT shares>Goys are "aping into" any dip on parabolic chartsStinky stinky
>paper hands Delta during covid>rebuy at 3x the price lol
>>62241269if you are concerned about MSFT at 23x earnings you should just buy bonds
>>62241273>>62241269All the old rich faggots that tell you time in the market beats timing the market and you cant time the market sure do try to time the market alot.. its almost like its all bullshit
>>62241275I'm buying PFE at 7% yield. It's kinda like bonds 12% SOXS at close Friday. Probably redeem some this week depending how hard the tech trannies kneel..
>>62241273>Best investor of our time>Holding a giant depreciating pile of cash>Would have had a better return if he just put everything in an index tracker
>>62241278its clear now Berkshire should have been putting most of its cash into the SP 500. Berk trades in and out of so many stocks... often with mediocre results. I followed Buffett into Citi and he sold before me lol. the stock nearly tripled... he sold long ago...
>>62241268> there will be no VYou're not really Jeff. Next week's tweets and axios drops are already written. He would know that
>>62241206Yes, you are retarded, but thankfully for you, there's a good chance it will dump regardless of the results, before it pumps back up again
Damn dude like rats off a sinking ship
You should see the absolute monster I unloaded into the toilet this morning. It would scare you.
>>62241285bonds are senior to equity so thats one huge risk difference. PFE is a tech company. your bet is they continue to innovate and sell new products just like any "tech company". good luck!
>>62241287yep. they tried to time the market and failed often. missed the covid dip, missed the tarriff dip.... missed the 2022 bear market somehow.
>>62241293Pfizer doesn't innovate. Thet would rather pay 10 billion for Metsera and join the other 10+ pharmaceutical companies in a obesity market rat race to the bottom.
>>62241291sounds like he fired the right people lol
>>6224119716% ytd thanks to oxy, might not be the 100% to 500% you tech baggies have gotten but i will be here long after you have all been liquidated
>>62241295>>62241287>they bought Mbro got value trapped by a fucking retail store in 2026 and bought fucking Delta? No way you could get me to touch either of those turds.
>>62241103At work were were only licensed to use copilot because of data security reasonsI'm guessing for financial reasons they might take the service away
>>62241296DESU a future where women are skinny is more appealing to me than a future where I have a glorified AI chatbot that needs a 2 trillion dollar data center so that it can basically just Google shit for mePFEPLNT
This week will be blood red. I predict 10% down from ATHs by friday's close. Nvidia's surprise lower earnings growth will be the catalyst to kick it off the edge.
>>62241296spending 10B on R&D or spending 10B on Metsera is the same thing. compared to many other pharma companies its obvious they arent very good at R&D or capital allocation. i agree with that.
>>62241309i remember in 2024 when Nvidia would post perfect market earnings and still dump -6%, this week will be nasty if iran kicks off then this is really the last time for people to buy defense and oil
>>62241305terrible stuff. 5,000 stocks and that is what they found.
>>62241314yeah even as someone who dick rides buffet the actions over the past few years have been very strange, seems like they just gave greg free reign and warren peaced out, although Munger and other value investors believed in the 2010's that the next decade would have historically lower returns which turned out be hilariously wrong so i think they still were to prideful to bite the bullet, markets are 100% overvalued now though
guys buffett is 95 years old, he does not give a fuck anymore and obviously isnt as sharp as before
>>62241319gregs running the show now, and he is no buffet the modern value investor is left without a paddle
>>62241296>>62241310I would be careful about investing in pharmaceuticals. Unless you're very familiar, and are an expert in medicine and are able to study the drugs these companies have in the trials pipeline you never know wtf the fuck these companies will do. They don't really "grow" like traditional companies do. They grow by management pulling shit off and managing the company more effectively, and breakthroughs in new drugs. A pharmaceutical company spending a few years with bad management could very well be catastrophic for the stock price of the company.These are the kind of stocks you have to really micromanage your portfolio with, and get out the magnifying glass, or the microscope lolif you believe pharmaceuticals will have a lot of growth, just put it into a sector ETF, or at the bare minimum, invest in or at least just invest in JNJ, LLY, AZN, and ABBV equally weighted.
Did you get a 6% salary increase?Did you even get a 4% salary increase?
lel the bears are really out today. Every Sunday!
>>62241091because definitionally capital is horrifically misallocated during bubbles
>>62241063The human body emits the energy of a hand grenade every few days
>>62241324PFE has been around since 1849 dude.. its not your typical bioshart company and they aren't all in yolo 1 drug trial or whatever redditors gamble on.
get ready for a bloody red monday
>>62241324i agree. i have some pharma exposure in VTV and thats enough for me. >>62241345they have cut their div multiple times. your div is down maybe 20% the last 6 years because it hasnt been raised much.i think PFE is a decent buy here honestly but I wouldnt make it a large position. its more of a shot in the dark.
AI Agents Have Already Chosen Their Money: BitcoinAutonomous AI agents are beginning to participate in the economy. They book services, execute purchases, negotiate API access, and settle payments –increasingly without human involvement. McKinsey projects that agent-mediated commerce could reach $3 trillion to $5 trillion globally by 2030.The infrastructure decisions being made today will determine how this economy operates for decades. One of the most consequential of those decisions is money – what kind, on what rails, and under whose control.This week, the Bitcoin Policy Institute published the first serious attempt to answer that question empirically. Researchers gave 36 frontier AI models from Anthropic, OpenAI, Google, DeepSeek, and xAI a straightforward assignment: act as an autonomous economic agent and choose how you want to transact. No currencies were suggested. Across 9,072 controlled experiments, the models chose bitcoin 48.3% of the time. https://archive.ph/V3Yfj
reminder, the samsung strike talks with the union is bearishthe dip will go on through the week, till the south korean government shows that they will not let this happenthe greatest opportunity you will ever see for MU and EWY is this week make sure to load up and don't chase the picobottom, or you will get left behind samsung and sk hynix make up 50% of the korean gdpthe government won't let anything bad happentrust the plan
>>62241318>the past few years have been very strangei agree. the last good pick i got from them was Citi in 2022. I had already been looking at Citi (it was trading at 0.5x book value). Buffett bought. I followed. the stock went from 50 to 120. but like you said about buffett being strange... they sold a year ago in 2025 and missed almost all the gains.... and i saw no reason to sell... >markets are 100% overvalued now thoughearnings growth is very strong right now. AI may add 1-2% to gdp growth for the next 5 years or something. i'd be careful doing anything dramatic like selling everything.
>>62241369>instruct AI agent to use lowest cost transaction method>it never chooses btc again
>>62241371You could argue MU will go up as people price in a dearth in supply
>>62241377short term supply has nothing to do with the prices LOL
>>62241378and what is the mechanism for driving MU down?
>>62241091Because you need human capital too (labor). Without checking stats, I'm guessing north Dakota lacks talent so you'll have to pay a premium to attract people to come. Then on top of that, you have to pay a premium to keep them their during the winter months. So you're average electrician is going to cost you probably 200k a year to account for those two factors.
>>62241379micron workers following suit
>>62241371I don't think the DRAM trade will last long. Memory is a commodity and the only reason it's doing so well is it's a bottleneck for the time being. This won't last indefinitely. China is also, not far behind in memory. The second China announces they can manufacture the latest RAM, half of Korea's GDP gets wiped out loland samsung will go back to being an absurd value stock lol
>Samsung Electronics has entered emergency management mode as up to 50,000 employees prepare to strike for 18 days starting May 21, according to Mizuho TMT Sector Specialist Jordan Klein. The company has begun a "warm down" of its memory fabs at the Pyeongtaek facility to prevent equipment damage during a potential stoppage.>Samsung management and its union remain far apart on negotiations, with the union demanding a 15% share of operating profits and removal of bonus caps. The company’s stock dropped 8.6% on Friday.>According to the Seoul Economic Daily, daily losses could approach 3 trillion won ($2 billion) if fabrication lines are paused entirely. Professor Kwon Seok-joon at Sungkyunkwan University previously estimated that the 18-day walkout alone would cause 10 trillion to 17 trillion won ($17 billion) in direct losses, while JPMorgan has projected total losses of up to 43 trillion won ($28 billion) when factoring in labor costs and extended production disruption.How is this bearish for anything apart from Samsung?
I really don't give a fuck about Koreansmake them slaves and force them to keep pumping out RAM
>>62240713>Commodities > bonds > stocksHave you look at the oil price lately? Commodities traders are fucking retarded.
>>62241206Super risky but it has happened where the stock dumped if earnings weren't completely barn burners that blew away expectations.
>that guy with less than 10k net worth posting about how Berkshire Hathaway is doing it wrong
>>62241206Inverse /smg/ suggests this will print bigly frendo :)Smiggers wtf is happening in the hormussy? Is the US blockade ongoing? I saw reports their ships were retreating.
>>62241358they haven't cut a div since 2009 and they cut in 2009 to raise cash to acquire another company. its about as safe a place as you could possibly hope to park cash and their chart is boring as fucking. Not much downside at current valuations with the upside of they make an oral obesity pill or whatever and moon 1000%
How will the future obesity market look like? Soon the first obesity drugs will go off patent and suddenly you can get your drug for $10 a month. Why even buy a slightly more effective drug that costs 30x as much?
>>62241399>He's fat AND a brokiePeople pay for the name, I doubt you've been stuffing your face with off brand Krispy Kremes.
>>62241385>you employed us at your business and paid us fair market salaries>we now deserve 15% of your profits just becauseWhat is this logic? Would the employees be happy to dip into their savings if the company lost money?
My largest positions are long gold/silver and gold/silver mining stocks. I'm thinking of buying ultrashort nasdaq etfs. does this strategy conflict with each other?
>>62241404We want socialized gains and privatized losses.
>>62241328My union government job gives me an automatic raise and back pay that matches the CPI.
I bought SPY calls Friday. They expire in 3 business days. Will I make it?
>>62241206I sharted nuh vidya last earnings and still won even though it beat bigly.
>>62241416You're late to the party, anon.
>>62241426It kept going up and I kept buying. Looks like I'll have to sell and wait until were back in war.
>>62241406kinda? you're indirectly both long and short oil so if you're playing oil neutral that's one way of going at it but stocks and PMs are more correlated now because of the factors driving them
>>62240607>As far as I can tell, AI is mainly just filling an explanation gap, just as the internet filled an information gap. That's the utility.That's a pretty good way of putting it, and I'm going to steal that. It would also explain why most people on the internet are usually fairly negative about AI. They don't need or want things explained to them, as they view it as a weakness. Meanwhile, every normalfag is asking AI for stock tips and getting possibly bad explanation in return.
>>62240946It's cope for the fact that AI is starting to affect the things they, personally, enjoyed. Such as social media, cheap access to entertainment, and quick access to information. Nobody really wants to listen or watch the 10,000 AI generated videos a day, they're created by people in brown countries who can eat for a month off the 10 cents in ad revenue.
>>62241439I think what annoys people the most is that the data sets being monetized at the core of LLMs are basically everyone's so it fits into the "socialized costs privatized profits" narrative along with that also literally being the case because of the higher electricity costs people have to pay anywhere a data center pops upand I think there's also something very blatantly egregious about having token usage subsidized that the average person can't verbalize but it suffocates actual productive workflows and creates an over reliance on "AI workflows" that don't reflect their true costs as a part of the overall enshittification modelTL;DR people making $15/hour getting laid off to be replaced by another person making $20/hour + $1000/mo in tokens for the same job down the line
>>62241442The slop content issue could easily be fixed. Trying to filter for AI is doomed at this point I think, but YouTube could easily start implementing a feature to let users filter content made by people below X networth. If your netwoth is less than +$10,000 USD I simply do not care what you have to say and I Do Not want to see your video
$1.1m portfolio, I'm 6% SSO now and going 20% by end of next week
>>62241439Feel free to steal it, let it be known.To add on top of the perspective, the best use case apart from internet search I can think of is if it's used to be integrated into management and onboarding of a company.But the thing there is that this is only a bottleneck if you are a hyper-scaling, hundreds to tens of thousands of employees sized company, with constant customer interactions to be navigated etc.The best option there then would be to have your own Retrieval-Augmented Generation (RAG) system, but the problem there is that it requires extremely pure and organized data. You can't just dump a bunch of PDFs and so on into the system and scale up the token window (garbage in, garbage out).And what do you see? Instead of focusing on cleaning messy data, AI companies are trying to sell you agents, so you could, hypothetically, clean up the mess faster. I can't imagine the messy data bottleneck being fixed this way.
I can't wait for tomorrow to see you bear faggots get raped again.
I think my crown is going bald. Stocks for this feel?
>>62241512turkish airlines
>>62241508you're the real one for being my exit liquidity
>>62241508Intel is going to drop 80% for the third time in the last 30 years
>>62241517
>>62241328I don't know why people make a big deal of 5% bonds when inflation is clearly above that for the foreseeable future. The inflation fetishists haven't stopped winning since 2019.
>>62241531is this chart real?
>>62241536the better question is who is buying bonds when they are basically junk
>>62241508I'm a perma bull but I think we're due a correction, bonds around the world are screaming rampant inflation. All the trailing economic data is now beginning to show the impact of the tight virgin Hormussy. Oil keeps gaining and will retest and break $120. Its not over, but it won't be pretty for a few months.I'm 100% cash in MMFs as of Friday. Will slurp the ever loving fuck when S&P is back at 6.666.
>>62241539borderline
>The UAE’s Defence Ministry says three drones have entered the country across its western border with two intercepted and a third hitting a generator outside the inner perimeter of the Barakah Nuclear Energy Plant in the al-Dhafra region, causing a fire.>hitting a generatorBearish...
>>62241508>tomorrow
>>62241570how does he control the tip with such precision?are cats higher iq than dogs
>>62241547no this is good
>>62241547Knowing countries like that you don't admit how bad the damage is. We may be about to find out why sandpeople shouldn't be allowed to have nuclear power.>>62241542Institutions legally required to hedge, pensions, banks. Understandable, but unfortunate for them.
I made my own rootbeer yesterday, gotta check carbonation in the afternoon.This is financial advise.
>>62241597>when you realize root beer's main flavors are wintergreen and black licorice
>>62241508
https://x.com/moneycontrolcom/status/2055959057098522678
>>62241624DO NOT REDEEEM!
>>62241404Asking for profits is the noob strat. They’ll just ramp up company spending and manipulate the numbers until there’s net zero profits.What you really need is a big dick revenue percentage like NFL players have (49%).
>>62241324I did a 30 page deep dive on biotech last year. The tldr to just grab some shares in whatever microcaps that a ) have a finished drug, and b) have a drug with a Phase 3 trial / PDUFA date like 30-40 days away
new>>62241662
>>62241624does not matter, the 3rd world does not mattermillions of thirdies will die from famine before the average American starts noooticing the impact via consumer products
