"Remember to clean your hands after touching animals" Hulk Hogan 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:https://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/>Calendars:https://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:https://www.bogleheads.org/wiki/Getting_startedhttps://www.sec.gov/search-filings>Misc: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>Previous:>>62418137
>>62419104Unfathomably based -HH
>>62419054Everybody shut up about WDC. 'Zoom out! Zoom out!' Yeah, lost gains so rapidly, it's just 10% away from making this month negative, right at the end. Just from one week. It's gonna get there this Monday. If the selloff continues, remember. SOXS, SNDQ, and MUD. We're here to make money, we're not funding, IDK. A goddamn dream.Oh! What the hell? Crowdstrike is green.
all i do is buy WEN this weekend, you can't stop me
This one's for all you baggies out there.https://www.youtube.com/watch?v=Dw1ZC6sZjIYBe sure to tip your jannies. 20%, come on...
Doesn't matter how heavy my bags are, but I'm not selling semis yet. Especially since we're in extreme fear market already, though there may not be that much upside anymore.
>>62419117>though there may not be that much upside anymorenancy bought in INTC at around 120, she goes for 100%+ gains only
Whatever happened to Scoops?
>>62419122To some players, perhaps. I can see such an upside for something like AMD too, but for example MU and NVDA seem close to their cap.
i deserve fresh white pussy
Heavy are the bags of he who bought MSFT last year
>>62419123he held his soxl and now is in hooker paradise. i saw him 2 months ago
>>62419131i remember liberation day tariffs. soxl 8 dollars. wew.
>>62419123https://archived.moe/biz/search/username/scoops/page/1/He disappeared in December of last year. Knowing him, he probably either ate a permaban or blew his head off to avoid the feds.
Over the past few days I keep seeing multiple twitter accounts posts about the hyperscaler free cashflows vs the shovel sellers like MU. Majority of the mag7 has had shit returns ytd (today they did ok) and I see a lot of people saying the market is basically telling the hyperscalers to slow down on the capex spend. Where else do they get the money to increase capex spend over the years to the magical 1 trillion plus number outside of stock offerings? Which would further make all those stocks continue to underperform.I've rode MU, SNDK and few others for the majority of the year and I have taken some profit already, so I'm mainly just wondering when some of you anons are planning your exit out of memory/ai hardware. Yes I'm fully aware of the shortages into 2028 and beyond, but all it takes is a few tweets and I think some of this ai stocks will have an actual correction. The tweet nonsense is already happening with KOSPI swinging +/- 5%+ daily and I'm starting to get sick of it. At the same time, if I did sell all my ai stocks, what the fuck do I even dump my profits into outside of SGOV?
Anyone here eyeing the ETF LYTE that's coming out this summer? How does it look compared to DRAM?
>>62419128>AMDI bought in late like a retard and I foresee myself holding the bag for a long long time considering that the market is turning to shit. It even prevented me from getting in on the Micron train right before earnings.
>>62419147Like any ETF you just look at who the biggest contributor is and simply hold that
here is my question to the "just hold VOO" crowd are you okay with 55.20% drawdown events that keeps you underwater for FIVE years? next time you read some sneering comment about "most actively managed funds can't keep up with the index!!!" online, i want you to remember this picture. the entire point of jerking around folios and engineering the most hedged configuration is to get as close to the index performance as possible while finding ways to avoid getting gaped raw by crisis intervals.
>>62419143Reading a little closer, the guy slowly melted his mind on right wing propaganda. He probably got replaced by an H1B last year, then snapped after Iran. Sad fate even for a tripfriend.
Guys, wait. WTF? Why is Palantir up 5%?
>>62419143no youre just a retardhttps://warosu.org/biz/?task=search&ghost=&search_username=Scoopsicushttps://archived.moe/bant/search/username/Scoopsicus
>>62419143>>62419165i assure you he is fine. his medicine makes him act a little strange sometimes and yes he has some distasteful politics but he's doing well. jannies cannot stop him either.
>>62419156short answer, it dependsif you don't have time or you don't know what you're doing, locking some of the money you won't use in the next 30 years is better than letting inflation erode itwhen you get near retirement you can move to bonds or berkshire
>>62419172>>62419174Oh, that's good I guess. Wonder if he'll sell or get annihilated with this bubble popping situation.
>>62419169defense kinda stopped the bleeding, at least till mondayalso holy crap this new captcha
>>62419153My guess is that AMD margins are going to explode, so it'll be worth in the end with AMD topping near 1000$ somewhere next year, but I may be wrong. Should be now a better bet than MU. But again, it's a guess, I ain't an insider.
i'm out of beer
>>62419180theres a star of david in the captcha and no one says anything
>>62419169because it dropped to 100 from 200, its gonna go below 100 though
>>62419145>I've rode MU, SNDK and few others for the majority of the year and I have taken some profit already, so I'm mainly just wondering when some of you anons are planning your exit out of memory/ai hardware. Yes I'm fully aware of the shortages into 2028 and beyond, but all it takes is a few tweets and I think some of this ai stocks will have an actual correction. The tweet nonsense is already happening with KOSPI swinging +/- 5%+ daily and I'm starting to get sick of it. i guess in a way, it all depends on how legally rigid these multi-year contracts are for Micron. can the hyperscalers cancel or re-negotiate something cheaper without Micron taking meaningful damage to their earnings projections? then i can see an outcome where Micron accepts to re-litigate some of the terms to keep the gravy train going for a little bit longer. i bet the market would react very positively. if Micron is unable or unwilling, i can see a scenario where retail money mass-exits the hyperscalers and flocks to what's perceived to be the "sole remaining moneymaker" of the AI boom, which would be Micron and maybe Sandisk catching some of the splashes. i don't think the hyperscalers would unilaterally violate the contract, or at least don't have the incentive to do so. that would certainly trigger an expensive lawsuit and one could say that Micron now has all the capital it can use as collateral for funding its courtroom revenge. the resulting lawfare would arguably put the hyperscalers in a WORSE position than just taking on debt to pay the RAM cartel. so, hyperscalers only have one option: pay up. and the ball is in Micron's court. very wild times.as for me, i think the AI hardware gravy train still has many miles to go, but i won't be putting new money into the designated gambling pot in my next rebalance. AI hardware crashing would sting very hard for me, but it's currently 10% of my folio so the damage would be mostly contained (wider 2008-style crash notwithstanding)
>>62419156As long as you increase your contributions after a downturn you will recover in far less than five years
>>62419191if you say anything captcha autofails
>>62419185I'm losing faith here man. I've always bought AMD for desktop but haven't ever touched stocks all this time and I fear I've already missed the opportunity to make it. Guess I won't ever escape the wageslaving life.
>apple is pushing to be able to buy chinese memory I hope you guys didn’t hold MU calls over the weekend.
>>62419197The contracts can probably vary a lot depending upon the wording and clients. You can have a very sturdy contract with Meta, which pretty much guarantees it'll go through or you can have a shaky one with Microsoft that may for apart or maybe even sturdy one with OpenAI that'll fall through due to the company shitting the bed. I think one important point is that even if everything will go positively and earning will increase, it may not reflect all that much in MU stock price, so it may stay about the same or stagnate for year before the inevitable crash (be it fast or slow). I think many people are aware of that and thus it'll be priced in. Like how much more can MU squeeze out of this? Their margins are absolutely insane. Megacap spending can't be increasing all that much anymore anyway. All the big corporations are already taking massive amounts of debt to pay for all this, which I can't see going on for that much longer, it's just not sustainable in the longer run.Not to mention outside factors of different models totally changing the dynamic of AI buildouts (Chinese models in particular) or geopolitical/governmental meddling. I'm still somewhat bullish, but again, it's mostly in the other companies such as INTC/AMD that have a huge space to increase their margins, though semis in general are a hot potato that you don't want to hold once it blows, so I'd get rid of plenty of possitions either later this year or over the next year. Holding for any longer doesn't seem like a good idea, but things can change.
>>62419224CXMT memory is still going to be expensive as shit with the demand where it is. I think MU will be fine, but I'd rather invest in KMB. Good luck shitting and pissing into a Chinese diaper without getting your pants soaked, DDR5 is just DDR5 at the end of the day in comparison. Diapers are a better moat.
>>62419212>if you put in more money, you'll recover faster sure, and so will a properly hedged folio, except even faster.
>>62419218AMD's margins are still insanely low, so there's still a lot of space to grow with the ever increasing demand for computing, where the mid-term trend appears to be a shift from training made by GPU's into managing and distributing, which is more of a CPU domains, which should favour AMD and INTC even more, where their P/E isn't all that drastically different from previous quarters.
>>62419156>here is my question to the "just hold VOO" crowd >are you okay with 55.20% drawdown events that keeps you underwater for FIVE years? >next time you read some sneering comment about "most actively managed funds can't keep up with the index!!!" online, i want you to remember this picture. >the entire point of jerking around folios and engineering the most hedged configuration is to get as close to the index performance as possible while finding ways to avoid getting gaped raw by crisis intervals.You're a fucking retard. The "buy and hold VOO" crowd will accept that putting all of your money in one lump sum into the pico top of VOO is bad. HOWEVER in addition to that no one knows what the pico top will be, and even though 99% of the time you aren't buying a pico top and you'd actually be better off just dumping everything into VOO as soon as you can and then holding for 30+ years that's still not suggested because buying VOO isn't about getting filthy fucking rich, it's just an investment strategy that doesn't involve you going bald and insane. You just buy when it's down and never sell and just hold. When we do finally hit that 50% drawdown you're basically just down to where you were a few years ago and then you just don't sell and keep holding and you're still contributing anyway lowering your cost basis.But also KEEP IN MIND THIS ONLY WORKS IF YOUR GAINFULLY EMPLOYED. If you're some deadbeat gambler, yeah, the strategy doesn't fucking work.
What are the futures looking like?
Would you slurp?
>>62419254Probably not, the trend is still down, but depends upon whether you trade charts or stocks.
>>62419237Huggies huh nope
I'm curious how DRAM factors in kospi on Friday since it can't immediately apply to the stock price. Does it +/- on Sunday premarket from kospi's Friday close for sk hynix and Samsung? KIOXIA from Nikkei too..
>>62419257I trade chart with this one but I've just opened their performance report and I don't a clue why it'd depreciate.
>>62419265Korean exchange runs Sun-Thur in US times.
>>62419274Oh ok I just saw the kospi chart close date was 26th so I assumed it ran today. I just started trading at the end '25 so there's some quirks idk about
>>62419276No worries. Their Fri 26th trading day is our Thu 25th/Fri 26th night and morning.
>bought MSFT last thursday during AHI am sleeping good under the protection of vishnu
>>62419268>EPAM Systems, Inc. provides digital platform engineering and software development services worldwide.>softwareThat's your answer. Most of software stocks are down due to sentiment of being possibly displaced by AI products. It's likely nothing specific to the company self, just a whole sector trend that's avoiding software companies until they see how'll the AI experiment unfold or how well do particular companies implement AI into their products and infrastructure.Look at other software companies like $ADBE, $NOW, $CRM, $INTU, $SAP that all have decent earnings, but still keep falling like a rock. My opinion is that either these software companies will not recover or we'll see a huge rotation into software in the future. Either way it's a hold/sell and an addition into a watchlist for now until it starts pumping.
>>62419282I'm also not able to trade/check markers on Friday after us market close so I never observed that kospi didn't run on Friday lol I just checked the chart after work and thought it crashed again. Well that's good that it didn't I'll see how it goes Sunday then
>>62419284>saar bought?>redeem it
GLOBAL GREAT DEPRESSIONsay, thank you
>>62419299I get using sensationalistic and dramatic titles to gain click (duh). I don't even mind constant bears, but there's something uncanny when a single source is calling dramatic corrections and last warnings every couple of days for months and years. Can anyone take someone that keeps crying wolf over and over seriously while markets keep ripping?
Nothing is going to happen.It’s all sissy FUD to shake out retail.>Oh we’re going to postpone our AI build out if Mr. DRAM doesn’t lower his prices!You mean the AI build out that was already full of delays? Memory is stick making ungodly amounts of money anyways.>We’re going to raise the prices on devices because of your horrible horrible pricing Mr. DRAM!So people will just buy less iToys, big whoop. Maybe they can put that money into the stock market instead lmao.>If you don’t lower those prices NOW, the Mag 7 and Kevin Warsh are going to form the avengers and stop you! Because uhh, it’s inflationary so that means you’re the bad guy!Hahaha i love these crackhead theories.>I you don’t lower the prices we’ll get our top hebrew lawyers to find a way to weasel out of paying you the money we owe you.Real-worlders are in control. You shouldn’t dabble with real world things like DRAM if you don’t want to get bent over the barrel by reality. Maybe stick to shipping futures next time bud.The only thing that somewhat is concerning to me is how retarded the Asian markets decide to be. They might be retarded enough to fall for this kind of nonsense.
>>62419332Capitalism is great and all until you're the getting the short end of the stick. All the crying and raging is just a bull signal (at least in the short run). Though I'm now pretty sad I didn't pull the trigger and didn't buy a new PC near the end of 2025. Well, no use crying over spilled milk.
>>62419156Don't care. I have old SPY holdings from a few years ago when I was finally getting serious with ETFs instead of picking stocks and fucking it up. Those lots are up about 60-100% at current prices. If the market dropped about 50% I'd only suffer the increased prices of inflation since having purchased those and I have enough there to live cheap for several years as I slowly sell and burn through it if needed.The rest of my holdings will get DUMPED the absolute FUCK into UPRO or TQQQ or whatever leverage rocket I decide to strap my account to when the market looks like it's dead. My networth will rise from the grave like a phoenix and burn with fury at the poorfags who dare tread my sidewalks and wagies who disrupt my ears with "everything's so expensive" whining.That's going to be a few hundred k, leveraged, riding the wave of whatever measures the leaders take to make green line go up again from there.I am going to make it.My miraculous ascension will be glorious.
>>62419114Start a /weng/ and I'll post in it with you anon.
>>62419328What if the permabear slop spam is just reverse psychology to keep the bubble going?How do we know the sloptubers aren’t being paid by big mumu to do an intentionally bad job?
>>62419341very based. this will be one day. I will swing 100k into the next SOXL and never look back.
>Digital Security ETF P/E 27>Global Metals and Miners ETF P/E 22Look where the ball is going, not where it is now.
>>62419359Well, it's clearly just easy clickbait to get views. It exists, because there is at least some market for it. But in all seriousness bearish sentiments tend to lean towards me being more bullish. The old saying of being greedy when everyone else is afraid tend to ring true more often than not, so seeing how we're in extreme fear in the fear&greed index is more reassuring rather than concerning. So yeah, I can see supporting bear as a bull making sense.Not to mention that there can be plenty of value in bearish content even if it doesn't unfold. There's almost always something that can trigger a catastrophic scenario, so being aware of it seems valuable to me. It's just that if that's the only thing you post about on constant basis it kind of takes away any sense of urgency,
Reading through all the AI bear posts in this thread, I can confidently say that the run will continue for at least a year from now.
Parabolic SAAR
>>62419385i seriously dont know what the fuck im reading half the time its like two retards jerking each other off
>>62419385Sorry to inform, but I got recommended a youtube video of an epic analysis calling the top of semis, so it's officially all over now.
what if stocks went to $0
>>62419399>not Ed Citron
>>62419399do i trust some random youtuber, or a professional trader that has outperformed warren buffet
where does everyone park their cash? I've been using SGOV, is there a better option?
>cashDon't hide, just buy.
>>62419413brokerage sweeps. I hold my cash in robinhood and get their 3.25% or whatever it is now. SGOV isnt worth the hassle. gotta pay 50 a year thoughever I don't mind much i also have their card
hood earnings call is going to alarm everyone and hood is going to 1tyall are not ready
>>62419421>brokerage sweepsschwab gives me basically nothing and I'm too lazy to switch
>>62419425Do you use their bonds? They actually have a lot more robust fixed income suite. I love them to death but they wont let me trade options the way robinhood does. I heard there was another big brokerage that yielded uninvested cash. Vanguard or fidelity? Not sure if that feels like a safer switch.tl;dr SGOV is the best imo if you want to earn interest on it. its hard to justify anything else on the stock market for "parking cash" and even SGOV is sub-optimal to some other options because they have fees since their a fund over just using a savings account, CD, or buying actual treasuries which you can do through schwab i believe
You're all poorfaggots
>>62419156voo holders / buyers are the closest thing to normies in the wild you can find on an autistic shitposting japanese anime picture board. They will find any reason to rationalise not taking 300-1000% from individual stocks during a bull market (there have been enough, just in recent years).Is it a little bit more risky? Maybe, slightly... if at all. Do you have to do a bit of research instead of turning off your brain and "just buy etfs bro trust me bro *rips a fat one*"? Yeah, but that's where the fun and also the reward is.
>>62419433>Do you use their bonds?nah, just brokerage with ETFs and a few equities, I'm not holding a single bond right now. My Roth is with Vanguard and their sweep fund rate is good enough that I don't bother with anything else
>>62419421>sgov is a hassle
Damn, smiggerinos. Interested parties really are watching, data mining, and analyzing how to get users disinterested in using the chanz. Or any online public space really.Check out links and pic of the post.>>>537898851>They hate speech=reach. They want to pimp your digital likeness at all times to maintain narrarive dominance. If they cant do that they have to resort to mass flooding. They sent hoards of bots into our library here shouting and graffiting the walls to try to get anons to stop coming and return to their personalized feed
>>537898851
>>62419440
God damnit how do you link posts on another board?I haven't done this in years.
There's mentions in those.oaoers.of using bots to flood threads and anons were noticing that posts were coming from bots during office hours.
>>62419450>>/pol/537898851
>>62419459>>>/pol/537898851you needed one more
>>>>537898851Testing
>>>/pol/537898851Testing...
wow. /smg/ probably has its own special wagie shabbos goy to pretend to be us and also do the thing of ruining our board. He has his own AI side kick too coming in here and being with us and stuff. Bros im gonna cry. nu/smg/ with paid wagies and robot advisors.... I can hardly believe it
>>62419469It's bullshit. That pic in that pol post has that bit about trying to use bots with the correct lingo and pics and shit. Anons were seeing through the bullshit posts too fast so they want AI to make their shit more believable while they SPAM OUR BOARDS WITH GARBAGE that doesn't just seem too out of place to make it obvious it's a glowbot.Why can't we just have nice things like anon boards for funposting and trying trying to make it. These fucking cunts want to destroy all public spaces, irl and online, and further absolutely atomize everyone and have all their communications monitored and analyzed then YOU JUST KNOW they're going to have you blocked and shut off if you're an "enemy of the people" or whatever they want to call potential dissidents.
Yeah.That looks good.
>>62419440>bit of researchThat makes it unviable for vast majority of people. They'll either pick incorrectly or just cash out way too soon/late. Not to mention that if they have to manage even partially actively their portfolio, they may just decide to spend all their income instead of investing it. For most people autoinvest into broad ETF's for years to come just works the best, because it requires little to no thought and effort and it's close to impossible to fuck up.Hell, some would rather get ripped off by their bank to manage their investments, just so they can get rid of the responsibility.
This looks promissing as well.
How about this...Bullish?
>https://apnews.com/article/iran-us-israel-war-hormuz-strait-june-26-2026-8c1a77eb82d25f00de814958114c7296bullish?
>>62419474I dont know how much longer the ecosystem can sustain itself. Normies got it bad too, social media algorithms are brainwashing people. I think the internet is almost unuseable and I have watched it get worse in real time. it might be a good thing if it all went up in flames. an EMP over the US would unironically save america. Im probably gonna buy a bobo plush off etsy to have as a reminder of smg when the whole thing goes kaboom
>>62419476>They'll either pick incorrectly or just cash out way too soon/late.i come here once in a while cause /smg/ is always a laff, and it's hilarious to see that so much of the board is still made up of crypto baggies (metals baggies too lol)
>>62419476Peter Lynch made comments about this, don’t understand why the average retard will do hours of research for their next microwave purchase but can’t be bothered to put one second of effort into researching a company before they buy stock
GAW bout to finna 10x
GIS earnings soon
>>62419493Because microware is something that the average retard somewhat understand and is familiar with. Stocks? Investments? Not so much. Average person wouldn't probably know where to begin and once they see/hear things like P/E ratios, forward earnings, options, puts/calls, price targets, moving averages, margins they just feel overwhelmed and turn their brains off. Easier for them to go to bank and ask them to take care of it. Or just open a brokerage account and press the buy button on VOO and forget about it. The average person is pretty terrified of losses, especially if they feel like they're responsible for them, so they can't take the volatility in general. When they do some riskier investments, it's possibly due to hearing/seeing it on TV/their social media or it being recommended by someone they know, which then helps to preserve ego and shift responsibility if it fails (dude told me it's a sure bet), where one arrives at the investment without understand it at all.Most people are pretty terrible with their money and they just aren't interested in delayed gratification, so they'd rather spend all their money now and leave the rest as a problem for "the future me".
I can’t believe they want to declare war on young men. We are the back bone of society. Do they really think there will be a society left if they persecute us till the end?
>>62419516They intend you to go to war for them. In the past the drum beat of war and nationalism convinced millions of young men to go die for these rich pricks. I doubt it will work this time. They killed love of country. So if you look at Ukraine. All they have left is lock the borders and send around the kidnap gangs. I don’t think it will work this time. We don’t even have women worth fighting for. Never mind a country. So coercive measure will be necessary. And the veil of democracy will be rapidly discarded. Take a look at this in the EU. Their vaunted asylum policies for black are not no longer applicable for Ukrainian men. Even though they are genuinely fleeing war and persecution. It’s the template for the future. If someone comes round looking to take you to die on some front line at some point for LGBTQHDY/Mug Democracy whatever. Make the frontline your doorstep and make them the first victim.
>>62419247GPUs like nvidia are important for training.But CPUs will be more important for getting work done once the LLMs are trained up.Thread-ripper and Epyc type CPUs will essentially be the picks and shovels you put into the hands of the (now fully trained and operational) LLMs.
>>62419520>They killed love of country.> We don’t even have women worth fightingSo true. Dont forget owning nothing. My long term goal of like 10-15 years out is to leave the country for greener pastures and smg is a stepping stone to that. I think it is for everyone. I wish you best noticing fren you never know what’s next these days.
>>62419516With how things appear to go, they only need a relatively few men anyway. Women too for that matter, but women aren't as useful/dangerous in periods of civil unrest so men get the focus.The leaders probably want to cull the herd of men capable of doing any damage against the leaders' positions and further domesticate everyone into a servile cattle class that's harmless, controlled, isolated, monitored, and easy to cut off if they suggest being a dissident.This blows.
I love America by the way. It's the greatest country in the world.I just like extended vacations.
>>62419516And relatively less pelle.are needed because of mechanization. The system is built so people are interchangeable parts and easily replaced but fewer people are needed for given tasks.Research with computers and AIWarfare with missiles and dronesLabor with robotsEtc etcJust need a smaller cohort of people to run things. Absolute masses of people like in the past of building pyramids with slave labor or millions upon millions of soldiers marching across a continent isn't the way anymore.
>>62419531Probably what I've heard put better, where unless something fundamental changes, then AMD/INTC seem to be the most obvious plays now with tons of space to still grow, but that's not the say that the rest of the semis is a pure sell, probably more of a redistribution situation.
ok open th efuures
>>62419536In this dynamic. That’s why no matter what the price does. I keep 30% my wealth in gold. Because it’s something they can’t find or incumber or confiscate. And I could use to start a new life somewhere less pozzed by demons.
Unusually low bear activity today. What happened?
>futureshttps://youtu.be/jhwrx9PwNng?si=LzrcQlM6rwSMT2iP
>>62419568nasdaq to below 20000, possibly towards 15000, kicked off by the realisation that inflation is at best sticky and at worst now structural due to over heating in the ai space/shit wider economy, alongside the unwinding of the depressionary effect that china has had on global supply for the last 20-30 years (on industrial and consumer prices, as well as on western wages), and vast western deficits needed to carry the populations who are unwilling to admit they have to live like asian countries (with the knock on effect of how this depressed demand will affect asia, namely china). this is the unwinding of this 40 year low interest rate cycle and now we are beginning the next 40 years of higher rates, increasing recessions and unemployment, global tensions and conflicts caused by this, and thus the unwinding of this one tiny thing you are concentrating on as a forever line go up moment.call me in 12 months. i rightly called gold in december (which is heading for 2500)
>>62419588>gold in december (which is heading for 2500)is this a new breed of bear? down syndrome post but your effort is appreciated
>>/trash/83594694/I believe it was like that
>>62419591what is the bull case for gold at 4000, let alone above it, giving that it is trading so far above its long range averages, as we move into globally higher inflation, higher deficits, and higher interest rates to combat that? and if your answer is "well the fed will let interest rip and say fuck it, and the rest of the world will follow, so bullish gold, then why are you in sticks and not buying gold during this dip? climb off the fence.
its over for micron
>>62419601gold is already pricing in all of that and the real buying is done by central banks it's just that retail/institutional pressure doesn't always translate during structural shifts that wayI'm a gold bear short term but I see it bottoming out around 3500 before ripping to 5000 or possibly higher because the long term story is dollar weakness. don't miss the forest for the trees.
>>62419604Micron have a deal with Anthropic anyway (the far superior AI company)
Does anyone believe in OpenAI anymore? All I hear is pure despair.
>>62419601I started buying gold in 2023 when the central bank buying started exploding and I was following the Donbass situation. I know the war was imminent. It wasn’t in the news much then. And central bank buying like that takes a year to feed into the paper price. And as soon as the war kicked off the thesis played out. At it bubbled at start 2026 there’s was a blowoff top. It was just plain momentum and froth. And central bank buys had cooled at that point. They knew it was overdone. Now we are again looking at more wars about to escalate. And the straits of Mallaca area will come to the boil later this year. The pieces are being moved into place rapidly. Central bank buying has blowing up suddenly again. And it clear China is about to financialise the RMB with gold as collateral soon. So it’s 2022 reloaded. This will be. A long war. Long bull. With multiple tops and buying opportunities. I suspect about 3500 gold as the bottom. It might not even get there. Note. If there’s a crash. There may be a sudden plunge in all assets for a month or two before a quick rerun to the patterns as emergency liquidity is injected to save the system (trillions this time). Gold up. Stocks up. All equities and hard assets up. And stinging inflation. So if you are aware of this and were. You were up about 350% like me. And lost about 20% of you had physical and kept on top of your miners (swing trade). Or maybe even up if you swung to tech after gold. But the same opportunity is presenting itself.
>>62419621Started in 2021 I meant
wait a minute is the war starting again?
>>62419619Its not looking good financially for them
>>62419604micron makes memory though?
>>62419606i think i get what you're saying - in that what we're seeing is a short term (nows - 5 year) repositioning back into the dollar as a sort of reflexive trade towards an american hegemony that has already faded. and when the responses to that change come then yes gold will probably be the trade to take. but i don't see that happening until we're well into a downturn and stagflationary or not, the fed and other central banks cut rates despite just to kick off any sort of activity. we're nowhere near there yet, not the bottow that comes before that.
>>62419588>this is the unwinding of this 40 year low interest rate cycle and now we are beginning the next 40 years of higher rates,Wait so I'm going to get megafucked if I UPRO my life savings when the market bottom looks close but instead the floor falls out or it just keeps slowly chipping away? No way. Green line has to go up.
>>62419629>american hegemony that has already fadedEuro hours on this board you get to read some retarded shit lol
>>62419621the problem i find with all the stories of how china is about to financialise the rmb and back it with gold etc is that china neither want's the kind of lax capital controls that would come with that, nor the consequences of becoming the consumer of last resort that the us has become as a result of their reserve currency status. that and no one quite trusts them enough (yet).it may happen but i don't see it in this cycle or any time soon. maybe in 20 years if america continues on its path to totally undermine itself.
>>62419145Tencent and Alibaba got slaughtered because of falling/negative FCF due to AI-investments (the money rotated to the picks and shovels in China), I don't see why this shouldn't be happening in the west too.
sell in may or kill yourself away
>>62419639faded does not mean gone. it is unquestionable that the position the us held in the 80s, 90s and 00s has diminished somewhat compared to other powers.
>>62419649Like fucking who
>>62419328many call for immediate crash tho
>>62419643It’s a weapon. They know war is coming. And the US decision to weaponise the dollar. And its lack of backing are huge weak points to exploit now.
>>62419409what is she doing right now?all in? i read about something intel options
>>62419650Like fucking china? They haven't ovetaken yet but they're monumentally more developed than they were in previous decades and the US is rotting from the inside out.
>>62419452>84% in 5 years when even sp500 did 1000lol
you bobotards realize the russell put in new highs this week right?what a month without new highs in the nasdaq does to some people...you all saw the gdp and consumer spending numbers this week right? don't even reply i'm just listing some of the reasons i'm laughing at you
>>62419650to be flippant, your president has just spent several months negotiating with iran (fucking iran) whilst china had quietly absorbed the energy shock by eating into its massive strategic reserve. it hasn't gone unnoticed and the optics aren't great for followers of the orange twat.
>>62419656>China nambah wan!>country that literally has to pay foreigners to say something nice about it>country that can't innovate so it steals everything from America>country thats gdp is propped up by americas endless consumerism, and when the americans dont consume, they have millions of EV's sitting in parking lots unusedYou fell for it Klaus lmao
>>6241965940% of the companies in that don't make profits as of now
>>62419654agreed.
>>62419665oh you'd better tell the big wallet that keeps buying it that they're making a mistake then
>>62419660>at least china was quiet about itI am not personally a fan of starting this pointless war with iran just so Israel can grab more wasteland territory but this isnt an argument. The lack of oil flow into China hurt it about as much as the US was hurt by dipping into its own reserves.
>>62419667Never interrupt your enemy when he is making a mistake
>>62419668it's not about the oil, it's about them looking like a pillar of stability during a time where the west is shitting itself over its decline in the world order towards a more equal footing (encouraged and led on but not caused by the likes of china and russia tbf)
>>62419117>extreme fearMeme indicator Its about as overbought as bitcoin gets
>>62419399He said semis topped when the nasdaq was below 25k. He said the nasdaq would get rejected at 25k…
>>62419651That's how these sort of sentiments and videos propagate and thrive. The AI bubble/private credit crisis around the corner sentiment with stagflation/melt up mixed in has been ongoing for months/years. There are always issues and reasons to be concerned and downturns are inevitable, but always crying wolf just goes over the board.
>>62419671Nigger Venezuela literally belongs to us now. Decline?? What decline?!
>>62419677>you're now remembering zerohedge with it's basic monotone style guide, tyler durdan prifile pic and constant promotion of whatever wank whatever thinktank was putting out that daythe early days of the destabilisation were the best, they made me feel edgy, like a punk teen. remember rt and it's constant conveyor of familiar faces promoting gold and bitcoin and (if you were in regions with other views) socialism and stuff? ah the good old days before algorithmic propaganda pumped straight into you face as a default setting.
>BREAKING: An oil tanker has been struck and damaged by a projectile in the US-backed southern shipping corridor of the Strait of Hormuz, per UKMTO.>Additionally, UKMTO also raised the regional threat level to sailors to “SUBSTANTIAL”.>The level was previously lowered to “MODERATE” following the signing of the MoU and the resumption of traffic through the Strait of Hormuz.Yeah, this won't be good, last weekend was already the absolute last chance to, maybe, just maybe, not reach tanks bottoms. Now there's absolutely no avoiding it. Act accordingly. Remember, it's not panic if your first to fill your tank.Can't wait.
back in my day you had to go out searching, put in the real leg work, to get fed with disinformation by a foreign power.
>>62419703>posts images from the russia which has lost all its refining capabilities and is importing refined products from the jeets
>>62419704EU's just wrong about who its coming from. It's China, not Russia.
>>62419706It's both most definitely but russia is tied up rn
>>62419706obviously. tiktok exists.
Alright I admit it /smg/. I'm not rich.In fact, I'm at the low end of six figure hell.
>>62419727How low are we talking about?
>>62419727I haven’t hit 100k in stocks been borderline during this recent pump and dump, I guess my net worth is over 100k if you include other shit but I don’t
>>62419728Its not rooking good
>>62419727Why put yourself down?
>>62419703It’s not panic if you’re first to get to cash.
>>62419677You’re gonna get burned
>>62419665Speaking of no money.
>>62419677Just buy the really big dip
>>62419749I know, two more weeks.
>>62419743Humility is the father of growth.
>>62419180>>62419193It seems the reason is that the RSI, at 27, fell to oversold, prompting institutional bots to algorithmically buy. I suspect, based on this, that the sell-off was triggered by bots seeing Micron enter overbought RSI numbers, scaring off investors under the belief that a bubble popping is literally something that just happens instantly, and will continue, until other RSIs trigger the buy bots, making investors think 'Oh! Look! There's demand!! ZOMG :OOOO!!!!'. Micron currently sits at an RSI of 50ish. It would stand to reason, then, that the best course of action, if one doesn't want to realize a loss, is to turn off brokerage app notifications and tune out, maybe leaving Micron with a sale limit of $1500, so that when it rebounds and reaches it, you don't miss out to another goddamn retarded "It popped!!! RUN!! AHHHH!!" sale off while actual fundamentals compound exponentially and suck up all the money in the world.
>>62419399Of all the arguments for semis being done, claiming margins peaked right after a huge estimates beat isn't one of them.
>>62419751>all that money pouring into semis/hardwareJUICY
>>62419757Of course not. But semis are now fish swimming in the AI fish tank. And there’s cracks in the glass, the water is smelly, and the owner died and hasn’t fed the cat.
>just want to make enough to buy a small diner in small rural town and spend free time hunting cryptids while playing with guns and banging big titty goth girls>stuck slaving away to feed gayass giant warehouse data centers to power the global gooner epidemic zuccs shitty social media algorithms and musks space larpI could be castlevania maxxing but nah we need more stupid RAM chips for AI generated cat videos. Edison can go eat a bag of shit in the ethereal for what he did. I want my fucking tartaria back. Yes I am mad.
Pic rel is leading pax silica. I think he's an emerging candidate for /ourboy/
Looking forward to my schd divvie this week
>>62419764Very nice. Lets see Mr. Helberg's early life section.
>>62419769Gay jew with connections to Sam Altman and Alex Karp. Doesn't get more powerful than that.
market is rotating into value, i dont qqq is actually popping yet because it's still far from where qqq got to during dotcom and we got good earnings but anyways market rotation made it so SPY didnt actually start dipping until months after QQQ was bleeding from bad earningsstill like 50% exposed to ai shit but im putting the rest into value traps as a hedgewhy the fk is Senvest capital (the hedge fund that mooned from GME) trading at 0.5x book value for examplenot gonna buy it since I already boiught into NXLV and DC.A which are both also trading at 0.5x book value but with cash generation (for share buybacks) and much better liquiditybut i do wonder if ive really differentiated between value trap and value pick properlyDundee for example was also.. 0.5x book value 5 years ago, although granted they have kept their word about cleaning up the share structure and doubling the NAV again (though once still not rerated properly so their focusing on cash generation now to just buy back their own shares eventually lol)NXLV is similar but im annoyed i missed the fatfinger god spike (look at the candle wicks lmao) to $3.50 where it cut over half of the NAV discount in half instantly, but i missed it so i have to wait for the canadian govt to bail out more real estate developers for it to be rerated
Directly from the crypto pits incase you guys needed another top signal for MU.>you are bagholding a meme that pumped 1000% because crypto baggies and Korean teenagers pumped it with leverage because "MU is the new shitcoin"
>>62419659Trash rallies last(also RUT is very rate sensitive btw)
>>62419562>I keep 30% my wealth in gold.gold commodities or gold miners?junior miners are treated like shitty biotechs and for good reason since retail investors cant actually invest properly in miners with the public data available, but the overall general state has depressed all the good ones toonow im putting my hopes in Dundee Corp which basically acts as an active investor for me (while trading at a 50% NAV discount of its holdings) since they have actual industry experts and sign confidentiality agreements with the miners and do the due diligence for methe gold dump spooked me though, not sure if i should buy more, also want to double to a 30% gold exposure whether thats commodity, minors, or majors
Hairy pregnant bear pussy
Looks like the retarded bears woke up. Same song every weekend.
>>62419784One anon put out AGNC and NLY. Thank you again if you see this.
>>62419802muff diving hedgehog
>>62419332>he thinks he is going to hyper inflate chips forever because literal children on an image board told him to APE a 1000% moonshot>he thinks he can beat the fedyou are going to lose everything
>>62419660>by eating into its massive strategic reserveAccording to both Kpler and Ursa Space, China barely touched its oil stockpiles
>>62419509I think you are vastly overstating how complicated stocks need to be for the average person and that is the actual problem - normie retards have been psyopped into believing stocks are some impossible complicated mystery when really it’s just a fucking company The average investor doesn’t need to know jack shit about moving averages or price targets or options and understanding what a P/E ratio is takes five minutesIf you researched the microwave and you understand that you bought a very popular best seller model that was a good value you can apply that same line of thinking to the company that made the microwave as a starting point. >oh stupidretard inc made my microwave and I love it>oh wow these microwaves are really popular lots of people I know have one>oh hey stupidretard inc makes a bunch of other super popular shit too wow hmm>oh my goodness stupidretard inc made 400 billion dollars last year I wonder if they’re publicetc etc
Can anyone give me a QRD on DRAMAs someone who has done very boring broad market investing, I wanted to try something new after getting a lump sum of cash sent my wayI know it's a new ETF so there isn't much to go off of, but is memory the next AI bottleneck? Like is this a holding that could last a long time without worry? That being said, it is so concentrated in sandisk and micron who have already shot up to an insane degree...how could they keep growing?
>>62419826I pick random shit and its gonna make me rich if I just wait long enough
>>62419826Your kind of thinking is what caused people to buy SPCX at $200
>>62419475>bro just buy the dip we are going up 1000000% from here we are going to sell the chips for 1000000% more forever>ignore that MSFT and AAPL literally said they aren't buying the chips>we priced in we are going to sell the chips for more even though they already said they wont buy the chips for the current rape priceQQQ is gonna end the year at an ATH and SOXL is going to be down 60% and all the faggot bagholders are going to blame the "Jews" for stealing their money when they actually gave it to some Korean kid that was dogpiling the top of the same scam trade
Wash is going to lower rates, notice how the Don has said NOTHING about rates since warsh got in, when he used to talk shit on the fed every other day?Warsh will audit the fed. warsh will weaken the fed, if you're all too assuming and acting as if powell still has power.
>>62419827Memory was the bottleneck. Now it’s probably too late.
>>62419840in 2 months? that's it?
>>62419798>>62419798Sold all the miners and took profits in March. I just bought back in on a couple to see how it goes. I will probably sell after a little bounce again. The real next leg won’t happen until the printing necessary to keep the bubble up. It’s coming. I’ll engage fully after I see the energy shock develop. Hopefully all cash by then. My physical is completely unknown to the taxman.
>>62419145I thought kospi was due to several factors and not just tweets. Such as their government allowing leveraged purchases on individual stocks which allowed 2 stocks to become over 50% of the weight. Followed by their government proposing a unrealized gain tax and Korea not being upgraded from an emerging market to a developed market.
>>62419818That's the onshore. Says absolutely nothing about the oil strategic reserves that are, you now,not fucking onshore. It's just optics, and god knows chyna is all about stupid optics, to a pathaological degree even compared to the asians.China basically stopped buying oil since march, or at margin-error levels not worth mentioning.Of course they tapped into their reserves, that'd the only way to keep the country moving.
>>62419840Nigga imma bottle your neck.
> futures
>>62419520>we don't have women worth fighting foranon this is going to hurt a lot but I want you to realize that it was your job as a man to create this woman and if you don't have her it's your fault and you are the one that is failing society. women will become what you want them to be if they respect you.
>>62419841Yes the entire cycle is already priced in. You can believe the forward PE compression is sustainable or you can move on before those stocks lose 50-80%
I don't have a position in this stock because it's a bit too speculative for me but if you're degenerate with money to burn, check out GSIT. It's a memory stock that does SRAM which may or may not end up being valuable. This is legitimately a company that could go to zero but also do a 10x.
>>62419837Literally the exact opposite of the thinking I outlined in my post. Buying something purely based on hype and media with no reach and no understanding - the actual exact opposite of what I said. You ESL? How the fuck did you possibly come to that conclusion?
>>62419846>oil strategic reserves that are, you now,not fucking onshore. Yes they are. Onshore means stored on land, i.e. not offshore, i.e. not stored on ships anchored offshore.>It's just optics, and god knows chyna is all about stupid opticsChina does not publish data on its oil strategic reserve.>Of course they tapped into their reserves, that'd the only way to keep the country moving.Why? There are substitutes such as coal, ethane, rail, EVs, PHEV battery mode, etc, the utilization of which can be increased. Also, before the war, China was buying over 1 mbpd just to stockpile, which they presumably stopped doing.
>>62419840And capacitors and Indium Phosphide. But these are all dependent on confidence in the AI buildout. That goes it all goes.Remember there’s estimates of as much as 40% of chips sitting idle in warehouses or idle due to power constraints, memory constraints data centre delays. That’s a lot of spare capacity that has to be accounted for when calculating how bad the so called shortage is. All this double and triple ordering of memory could evaporate and reverse if there is a credit event or energy shock. We must be careful now.
>>62419852Bud. I’ve fucked more women that you’ve had hot breakfasts. There’s a clear lack of marriage worthy women for younger men. That’s why it’s not happening. And for those with plenty to choose from? Why marry with such options?I’m not some virgin seething. I’m 45 and I’ve done it.
>>62419856this is what's interesting. they have an estimated 100mn barrels in onshore, whatever offshore, demand destruction due to who knows plus evs, electrification etc. it's an interesting question, where did all that supply and demand go? how did they engineer it?
>>62419852Fuck off lol. Government propaganda with the help of the media destroyed them, in fact it makes womne dislike the men who try to do what you try. Thats the specific problem.
>>6241985825-27x trailing earnings of May’s best year of all time. That’s what you’re buying with these memory companies at this point. You really think this growth will continue? It’s much more likely that you’re buying the top here.
>>62419868it's saturday, go outside.>hurr boomerthis is a millennial website, go outside and touch pussy so i can badly pontificate about macro economics whilst drinking cider
Everyone's saying RAM shortage is gonna last well into 2027 but two guys on /smg/ believe it's already over and you should rotate into...META and AAPL.
>>62419864>I'm trash>the women are trashreally jogs the noggin. sounds like you peaked dude and now that you are 45 and a malding loser you cant get poon anymore. not my problem>>62419868do your part. I've redpilled many women about Jews and subversion in society and you can get through to them in a non spergy way that can bring them enlightenment if you weren't a clown. my girl now would literally inna woods with me if I wanted while you faggots jerk off to cuck porn on only fans and smoke your vape pen and eat some more zynskill all simps and society would fix itself in a year
How does an etf like uco work? I know it cant affect the underlying, but its supposed to track the price of oil, but it has 140% short interest. What happens to the price of oil if they close?
>>62419882Thats nice. You must have the looks to attract women easy then..... Because women are attracted to looks not to simp or non simp
>>62419855SpaceX has top tier products, in this case rockets and Starlink rather than a microwave. Just because a company has a top tier product that makes a ton of money, does not mean it's a good buy. You have to consider what is the profit margin, what is the realistic market potential, what is the moat, what is the future competition, will the company use its money to pay dividends or use the money for the CEO's personal empire building, etc.Also, P/E is irrelevant, except when the company and the market it operates in are frozen in time. P/E is what the company earned in the past; what matters to a stock is what it will earn in the future.
>>62419864So you're saying you had all the capability of pulling a woman to you and molding her to the necessary form but you kept cycling through them with zero attempt to make any one what you wanted? Yeah, you specifically failed society.
>>62419656>>62419660>the children in this thread that cant get pussy and are talking about the failure of the free world think fucking china is the solutiondo a flip
>>62419866They had an estimated 1.363 billion barrels onshore as of May 21, according to Ursa Space. Maybe you meant 100 million barrels offshore i.e. on tankers anchored off the coast.No one seems to know for sure what happened to the oil demand in China. However, everyone knows they've spent a lot of effort on building an economy that would be resilient to a sustained naval blockade, so it's probably related to that.
>>62419880Yeah that's true we're only in the 2nd inning of SOXL. It's going to 2000 by the end of 27.
>>62419899Theyre either mindraped yuros or chinese shitposting slavesChina is a country where every citizen is dirt poor and enslaved by a rich group of elites (the cccp) yet they love china so much because they dont live there and its a heckin socialist utopia according to the cccp propagandists.To be perfectly clear, the cccp is an oligarchy on a national level.
>>62419910They're all chinksects or thirdies. No European thinks good of China, not even the russians do.
>>62419903they can basically transfer coal into stored lithium energy. the "green transition" of china as it's being sold in the west is more a moat around which they can build energy independence on one hand and energy control over europe on another (who controls the supply, maintenance and ongoing upkeep of this solar and wind revolution we're all paying for).
>>62419899You dumb cunt. The other poster said Americas position declined slightly relative to others. I said that's china. I posted not that china has overtaken but it's improved a lot over the last few decades. America has been getting fucked up that last while. Everyone can see this.Relax. The McDonald's and Walmart empire and SSRI nation isn't going away. It hasn't been surpassed. It's just declined a bit relative to others.Nowhere did I say the "free world" failed and china is the solution.God bless America.
is SOXX worth it?
>>62419918>please dont read into the tone or implications help help I'm being raped online! Let me backpedal so theyll leave me alone. But also fuck you fuck you fuck you fuck you
>>62419918and i was the original poster. the antagonist with the absolutist and confrontational post is more likely to be chinese (or russian, or iranian, or indian, or north korean) than american.this is their mo.the poorly generated ai picture didn't help.
>>62419923You kinda suck at this whole "reading into implications" thing. Are you just a bitchy woman?
It feels like that they mismanaged the timing of the IPOs to gut retail and dumb money, and that we are going to see a severe correction.Musky's Xpace Xcam can't keep it together for more than a week, Google going into negative cashflows while diluting shares at a discount for BRK while emitting bonds to finance silicon that makes no money and will be obsolete in 5 years... and now memory makers are celebrating that they're going to mug everyone, nigvidia style, to make all even more capital intensive.It's too much, too obvious.For the first time I'm considering trimming heavily my Nigvidia TSM and Goog positions from late 2023.Interesting times ahead, be careful.
jerome pleasekevin pleasebesent please
>>62419925>Wing Ding Ping leans over to the next cubicle over>Chang help me out over here, this american imperialist dog is blowing me the fuck out on the internet!
>>62419918>>62419923he's just mad because he let a woman make air conditioning illegal in his country and he just sits there malding like a cuck in the heat about it
>>62419928
>>62419927Sam Altman would rather risk complete ruin than IPO immediately after SPCX kek
>>62419936that's a nice suit, wish I could dress that well, but I'm not rich enough or gay enough
>>62419927it wont be a crash it will just be a rotation. Trim your chip shit and rotate to AMZN/META/MSFT or shit like PG/WM/MCD/WMT if you wanna be a boomer about it
>>62419944>just rotate back into the hyper shittersyeah I somehow doubt thats the play
>>62419882>about Jewsstill capitalize jewsNGMI nigger
>>62419944>METAcan you please explain why? the company that burned more money on the metaverse than the apollo programme, the company that everyone accepts is the 21st century version of smoking, and hates but for an equally admitted social narcissism that is at best grubby, and that is lead by a person who should at best be placed in acid until only base molecules are left?
Damn wtf happened to CBRS on Friday? It’s the only thing that didn’t tank.
>>62419953>>62419956>the biggest companies in the world at the cheapest prices all year are scary at 20 p/e>better more more meme stocks insteadngmi
>>62419960Cause it lost a quarter of its value over the last 5 days.
>>62419961meta specifically. msft at least provides a service.
>>62419960>the only thing that didnt tankyou faggots need to change your watchlist so its not 90% semiconductor shit holy fuck. my entire portfolio was green as fuck>MSFTrebound play most obvious buy I've seen all year shilled it heavily>TMrebound play from japs raising interest rates again buying at a low instead of the tops you faggots like to buy at>UBERbullish as fuck long term for self driving and firing goys but current narrative is expanding Uber eats but generally they are just undervalued because they said AI was gay and overpriced last earnings calls and you cultist faggots tanked them for telling the truth like usual>UMACany time you hear war you can usually play this chart. they make drones and Donald trumps son is on their fucking board. I posted it about it premarket on Friday while it was down like 5% and it had like a 10% day>SCHDalways green forever. their UNH is carrying them hard right now too>AMZNif I had to forever long one company it would be this>JEPIgreen whatever doesn't matter div pending cool everyone says its a scam I've held it for 5 yearswatchlist was all green:>WM>PG>GD>UNH>META>CCL>AAPL100% of the shit own and 99% of the shit on my watchlist was green Friday.chips are fucking over you guys need to understand there are other fucking sectors
>>62419944>pay taxes to rotate into companies with worse metrics and also ballsdeep in AI>or memory during peak euphorianoEverything is super expensive now. I think the best option is to cut all my AI positions by half using the next results and wait for the next Trump fuck-up; we've been getting one every 2-3 months, and he's going to chimp out as elections come closer.Idk maybe I will keep TSM.
>>62419956Haven't you realized yet he's just going off feelings? Rotate into the shitters and curse yourself for losing on memory gains.
>>62419978>everything is super expensiveno.. chips are expensive. almost everything else is at or near 52 week lows>I don't want to make money because then you have to pay taxes I'll just ride my shit to zero gains the dumbest blackest most niggerish take on /SMG/ that consistently pops up. its baffling you guys never realize gains you just screenshot you poorfolio with the balance hidden and then disappear when its red again
ok you're a retard baiting for attention, for a moment I forgot were I was.
>>62419979i day trade 20x leverage tax free spread bets, this isn't my fight. you want to sell yourself for mark, go ahead. no thanks.
>>62419986I'll be posting this for a while. cya at 400+ faggot
If you missed out on betting against MSTR and STRC. You can still bet against ASST and their preferred stock SATA. They hold STRC on their balance sheet and yes they are down but I suspect they will dump even more while the crowd tries to catch the knife.
I was up on Friday!> 85% of the stocks I own are down for the week
>ChudonMobil
>>62419224>chinese memory>sk being listed on nasdaq in 2 months>double top on the micron chartA lot of short term volatility dragging micron down. Personally I hope it cools the market a little before september, when I will once again try to do a mega slurp assuming there is a real dip to ride the sep-oct pump before the election.>>62419251t. average voogroid>>62419156wouldn't care about vootards if they weren't so constantly aggressive about it, they have a weird 'value' system like you're a bad person if you're 'gambling' (aka trading stocks like a normal investor) instead of this alcoholics anonymous logic of "give urself over to the power of buffet". Even that wouldn't be bad except they've aggressively fudded stocks like Micron for 9 months now until it became obvious micron wasn't gonna insta-crash and they just fucked themselves out of gains. And if it came down to that I'd just be full KO anyway.
>>62419956>>62419979the entire chip bubble is WAGMI FRENS 2 DAHH MOON APEEEEEEES thesis and you think buying 52 week lows of bluechips is "emotional"you guys are literally cattle. they were right
>>62419998>cost basis on everything I own is greencan you say the same? your SOXL might hit 400 in 2035 after it hits 100 by 2027
It's kinda funny how I am still beating the shit and piss 500 ytd even though my biggest position has been shitting the bed and I only have like 10% in hardcore tech
Truth nuke is that /smg/ can't predict the future.Cabbage and lean hogs could explode in value tomorrow
This isn't a bubble. This is fraudThis is naked wealth transfer and the start of a massive economic depression then reset. They had to bring in slaves who will work for nickles to help plug the gaps after the...final solution 5 years ago. It's going to be the worst world wide economic collapse recorded in human history. And guess who is goign to come in and play hero. You've been warned.
>>62420036>its all over>just two more weeks>fraudyeah always was and always will be>wealth transferyeah always was and always will be>slaves with invisible chainsbeen this way for a long time. before that the chains were literal and not invisibleits clown world man and its not going to fail any time soon. they will just print stimmy checks like Japan if they have to and then go back to bulling some new esoteric thing after the chip fad dies
>>62420023>hogsdoubt it. jews don't like hogs. beef is where the money is
https://finance.yahoo.com/markets/stocks/articles/why-wall-streets-summer-slump-183100135.html this dude is full of bullish optimism. I think it relies too much on the technicals but maybe that's the point of the article: a technical bull's opinion.
just looked at my brokeragewhen and how the fuck did MU get over 1k
>>62420053Frankly it should be even higher
>>62420016Kek, you're literally the angry caricature from the early 2010s webcomics. Take a break, go to the beach or something.
Once the next AMD earnings hit it's finna 3x in a month. Prove me wrong.
>>62420067when you said that I imagined some broccoli haired faggot saying>U MAD BROwhile showing that his dog coins are up 200% so that means dogcoins are the future forevernow I'm channeling my hate into pure fucking energy I'll use to rape the shit out of you all week in the markets while you post>why SOXL down>its the Koreans that's why
WEN WEN WEN
>>62420048>checks dateWell I hope so
>>62420089
>>62420124that "average" line is doing a lot of lifting, jfc which paypuh is this from?
I've been following a fellow schizo for a while https://www.youtube.com/watchv=Qu8GtWWWZ3gInvestment banker Asian dude that has been bull/hold on chips all year and this is his first video where he is saying to start selling. His views are similar to mine (desu I think mines more fleshed out)>war doesn't matter>oil will stay low>inflation will come down>MU expectations are irrational now and impossible to achieve>openAI delaying IPO is bearish as fuck>the market is punishing mag7 for overpaying for chips>its okay to get money off the table right now>don't buy right now>sell on a rally from hereyou guys will say he is just a schizo YouTuber but keep in mind this guy has literally been bull/hold all year and does 3+ videos a week of bull/hold and this is his first one where he said he is bouncing
https://www.youtube.com/watch?v=Qu8GtWWWZ3g>don't exit the market entirely you should rotateI could have been an investment banker Asian quant in a different timeline
>war is back on the menuoohhhhhhh nononoyou better sold everything last week
>>62420056higher at zero per share
Ain't fuckin' sellin'.
>>62420159basedlets hold to zero
>>62420133"In Reply to Anon, Post #62420089", Jun 2026, Anon.beware the graph makersdon't let us control what you thinkDYOR
>>62420143>market is rotating >"consider rotating, maybe"Thanks nigguh
I'm going to crack and sell... at 1500
>>62420149It's just love taps. A little kissy wissy.
>>62420149Dont worry, it will be over by monday. Well, not really, but the media will say it is which is what matters for the market.
/smg/ imma ask one more time, since we're officially in the bear market:>What's your thought on Unity (Ticker: U)?They hit the floor last's new year and it seems like they're in the very early stage of the bull market meme chart. Is it good for long term DCA????
>>62419227>I think one important point is that even if everything will go positively and earning will increase, it may not reflect all that much in MU stock price, so it may stay about the same or stagnate for year before the inevitable crash (be it fast or slow).i would agree if it weren't for the fact that we're investing in a clown market. look at how gigapamped the hyperscalers were despite PUBLICLY announcing capex numbers that would've destroyed their stocks in any other times. MU still has plenty of headroom for more pumps. >I'm still somewhat bullish, but again, it's mostly in the other companies such as INTC/AMD that have a huge space to increase their margins, though semis in general are a hot potato that you don't want to hold once it blows, so I'd get rid of plenty of possitions either later this year or over the next year. Holding for any longer doesn't seem like a good idea, but things can change.yes, i generally agree with this. i hold semi ETFs for my 10% so my view is less bullish to begin with (you will never catch me holding raw MU, that's too hot) but i'm still bullish.
>>62420143thanks moon man
>>62420193>we're officially in the bear marketbottom signal
>>62419931We win by overestimating every unknown and planning to beat the strongest version of what our enemy could be. We don't win by being bratty complacent retards with our heads in the sand insisting there can never be negative consequences for our actions. You're behaving like the enemy and somehow think that makes you patriotic.
Looks like a typical dead cat bounce before the big AAAAAAAAA
>>62420214You go, girl.
>>62419826There is that one guy on /v/ who bought over 40k in Nintendo stock last year. Had he waited a year it would not be so bad because there is a slim possibility that it could bounce back soon. Looks good on a 5 year chart but not so much on a 20 year chart. Chart patterns are necessary. I don't even understand volume forecast predictions but do fairly well. Knowing if a company is good is not enough!
desu this all started when someone did a willy wager and kim dong disappointment was left in the living room watching the platinum edition of jurassic park on dvd
>>62420224also the ads have stopped mentioning dick failer, famed behaviourist.
>>62420172>>62420149>>62420159>>62420161most of the shit takes are that "everything is going to tank because Iran". Iran is irrelevant. the bubble in the chip sector is more important globally than Iran. that's why he and I are both saying rotate out of chips and not "AHHH EVERYTHING IS GOING TO ZERO AHHH"Buying SOXL/DRAM at this level is fighting the fed. You will not win fighting the fed. Inflation will come down. Chip prices will come down>MU: we aren't making more chips we are just charging more for them. we project we will just keep fucking everyone for more forever>how will prices come downthey will just stop paying the prices>you cant do thatyeah... super easy.. MSFT said they will scrap XBOX before they buy chips at this price and all anyone has to do is slow data center spending>they cant do that. the thing that's up big will keep going up big foreverwatch and learn
I’m giving away my schitzo alpha, but I unironically am betting PMs will moon during a tech bust and not deflate like everything else. And possibly btc
>>62420236i can't believe i was actually considering buying tinned goods on the back of the iran oil crisis 2 months ago. like i actually said it to other people - "hun i might just start buying a few more cans of beans to set aside jut incase this all goes bad, it looks bad". no i'm sat here with a multipack of beans and my wife won't spend time with me.
>>62420243>tech bustMost of tech is already bottomed. its just chip faggots in a hyper bubble that is deflatingMSFT had its worst month since the dotcom bubble already and you guys are saying there is "going to be a crash soon" because you are fullport bubble stocks that have been neon green stealing all of the money from the entire economy to gamble on SanDisk flash drives
>>62420249MSFT is being sold off for a reason. The brief rotation into software won't be enough to turn it around longer than a week.
>>62420246America exports oil anon and we have the largest supply of natural gas on the planet. every country on earth will run out of can beans before America runs out of oil
so long /biz/. so long babe. gonna miss you. back in september. i'll make sure to check in occasionally though. soxl going to 500 and i'm so sad i'll miss all the seethe.
>>62420249Good point, but the dotcom bubble actually had good ideas. “Tech” is just huge monoliths now that are betting the farm on LLM and buybay, not much new R&D
>>62420257>rotation into softwareif you do think that's what's happening (it isn't) then do realize they are actively betting against AIsmart money is leaving the chip bubble and buying literally everything else that isn't the chip bubble. they weren't just buying "software" they were buying garbage companies and manufacturing and everything else that wasn't the chip bubble all day on Friday and its going to continue next week
>>62419197>as for me, i think the AI hardware gravy train still has many miles to go, but i won't be putting new money into the designated gambling pot in my next rebalanceYa maybe that might be the play. After taking profits last time MU, SNDK, etc take up 20% of my port. I should probably just keep it like that and just keep my profits in something like SGOV till I figure out what I should do.
>>62420249its better to believe in semiconductor hype than to trust somebody who capitalizes jews
>>624196556 milly in 2027 dated intc calls iirc
>>62420236Apple is the whole reason the memory market is how it is, they got them to ramp up production in the dotcom era which ended up fucking them when the demand cooled off, imagine if they play it right this time which is what actually appears to be happening with the SCAs. No way in hell am I selling MU or SNDK it's like having boardwalk and park place with hotels
>>62420266lmao dude blame GOOG the (((AI))) always autocorrects Jews to capsknow that in my soul that Jews is lowercase whenever I refer to them
>>62420249a few disagreements: semi is not in a bubble. the prices are not sustainable. hyperscalers and hardware vendors still have few more feet to fall. we are not at the bottom for these guys yet but we're getting close. Iran matters. a lot. the market likes to pretend the conflict is priced in now, but we've seen instances in this very month where events that were SUPPOSEDLY priced in (iThing price hike) are spooking the market something fierce. also, if Iran truly didn't matter to the market, then why is Donny trying so hard to time the strikes to align with market close?https://xcancel.com/FirstSquawk/status/2070712965347586231#m
>>62420260How are you staying off 4chan? I can't, even on vacation. There's simply nothing better to look at during downtime. I'll miss your bullish posts making fun of permabears.
You're all poor.
>>62420270boomers and jews and indians are to blame anon (like usual)>crypto in its infancy pops up 2009ish>not really popular very few people use it>starts to catch on with anti government/pro tech/nerds>stories of people making life changing money on esoteric coins that are "alternative currency" and fundamentally pro privacy and anti tax>zoomers start dogpiling>oy vey you said no taxes?>Jews and boomers spend hundreds of billions of dollars to endorse and pump the meme to complete hysteria>chip shortages all over the world because teenagers and JEETS are trying to make dog coins>all of what crypto was supposed to be exposed as a lie. no privacy. follows the USD and isn't an alternative currency at all. tax laws pop up>massive whiplash in semiconductor sector. SOXL goes from 7 to 70 to 7>shortages of chips delaying launch of ps5 and shitafter this whiplash instead of learning anything boomers and Jews doubled down on the "chips" narrative and stirred up as much hype as possible for the sector and infinity billion dollars in stimulus to overproduce chips>wtf are we going to do with all this shitnext part of the timeline is datacenters just because they need somewhere to park all this bullshit hype because so much fucking money is being dumped into it that the fate of the entire GDP rests on fucking jeet and chink chip companiesTLDR: boomers and kikes dogpiled the crypto trade with trillions and we are still dealing with supply whiplash waves from it. instead of making the ponzi illegal and the economy healthy they endorsed it
>>62420281driving across the country then traveling through europe. but like i said i'll check in, i'm doing it alone. i've left 4chan plenty of times, when i had friends or a woman. otherwise i do find myself here. don't give the bears any rest and shove their nose in every new high for me.
>>62420221You don't need mad chart crystall ball skillz. When it comes to Nintendo, I explicitly said, and multiple times on this very thread even, that it was in a bubble.All i did was read the supposedly "useless P/E" that many retards here tend to ignore. That's it. That's all I did.Now I'm a buyer at these prices, but even there I still think it's still a little bit on the high side but they do have juicy and tasty margins, my issue is it won't escape the biblical shitshow that will happen when the clown market inevitably shits itself.
>>62420272lying jew detected
>>62420288Nice, I wish I could drive through the US, but alas, I'm a pitiful Europoor. Have fun.
>>62420272You don't HAVE to roll with whatever autocorrect gives you and you can disable the auto part so you just tap the word you meant. jew jew jew, it only recommends "jewelry", "jewelery" (wtf?), and "jewels" when I do that. jewery recommends "Jeremy" lol.jew now it recommends "Jewish" jew jew kike circumcised faggot cuck.
>>62420286ic now u autocorrect urself to jews which is a good signkeep that as a good habit if u really want to name the jews
>>62420279>I thing price hikewhen MSFT and AAPL announced price hikes they tanked (because the market is retarded) but then the next day MSFT and AAPL rally hard while chips tank. the big money knows this is the top for chips. MSFT and AAPL are pinning inflation on the chip makers and they will be the goys that get "corrected" next while MSFT and AAPL rally back to highs on record revenues off their newly raised prices
>>62420299>tap the word>choicesnigger I just type really fast and whatever it autocorrects to is what I roll with. I'm not clicking shit fuck you
>25pbtid of schizo rambling urging us to rotate into...MSFT which is laying off people left and right, their company and their one product that matters are completely jeetified and just had one green day on sentiment aloneMake that 27pbtid now.
>>62420310talk to text then, dweeb
tbahwy i always thought the j in donald trump stood for jerusalem but apparently its just in.
>>62420292>NTDOY is in a bubbleNTDOY is SOXScar companies are SOXSmag7 is SOXSall of these companies are doing bad because chips are expensive or they simply cant buy them. there is nothing wrong with NTDOY it will have a 100% year whenever the chip shortage ends but I would rather buy TM if you wanna gamble on jap stuff
>>62420316my girlfriend would be concerned if I spent all day yelling NIGGER KIKE JEW JEET at my computer so its easier just to stick to typing it
>>62420313slow threads I usually hit 30>buy the top>sell the bottomnever change faggot
>>62420282I'm rich in tendies. Money isn't everything.
>>62420286Crypto isn't even tangentially related to memory supply, your take is borderline schizo, hardware has genuinely been improving by orders of magnitude this whole time. Though dogshit jeet software masks this quite well. The extent that the hyperscalers have gone balls deep into AI means this demand for compute will not end, any of the companies easing off the capex gas would be them admitting they couldn't hack it and we all know how retardedly headstrong the jeets are. Anyone still bearish on memory just makes me laugh at this point
>>62420329Crypto is why the CHIPS act was created in 2022. it was a 280 billion dollar stimulus to dogpile the crypto tech bubble.The infinite government spending from this evolved into the data center narrative
>>62420329anyone mentioning or even thinking about crypto briefly in 2026 is a bagholder desperate to offload before it goes to 0.
>>62420332it always goes back to government spending. always.
>>62420264why SGOV specifically? T-bills are basically turning your money into slow melting ice (admittedly very slowly) after taking inflation into account.
>>62420333>bagholderno I've actively called it a retarded ponzi like 20 times. SOXL/DRAM is the new retarded ponzi being invested in by the exact same future bagholders that held dog coinsThe only schizo part is>A) the government is dumb and actually invested in dog coin operations>B) the government always knew the dog coin operations were just laying the groundwork for datacentersA- we are in clownworldB- patriots are in control
>>62419960I saw yesterday some google employee was bullposting it in on twitter, but I don't remember his name and I didn't read the post. I've been waiting to buy CBRS since IPO, but I still think its too overpriced
>>62420249>Most of tech is already bottomed. its just chip faggots in a hyper bubble that is deflatingI'm curious. Do you have anything that supports this other than people not being able to stop running? Even that doesn't support a bottom for non-chip tech stocks. Microsoft is not going to stop going down.
Part of me wants to get back in Microsoft but the drop from 500 left me seething, it wasn't a loss since I went in originally at 260, but we went from "400 is the floor" to "370 is it" and now maybe 350 really is itMaybe Apple instead desu, people will still buy even if it's overpriced
>>62420356>MSFT is not going to stop going downbreh it was like 19 p/e on Thursday what the fuck do you think is going to happen lmao>how do you know its the bottomI could show you TA but you will say thats gayI could talk about revenue/earnings but you will say that's gay and doesn't matterI could talk about secret schizo bottom signals like billgates having to testify about Epstein at the exact 52 week low of MSFT even though he isn't even tangentially related the MSFT anymore. Their last major dump was when he got divorced even though he had nothing to do with the companyI spend way too much time going down thousands of rabbit holes to form my narratives and you guys always just say>NUH UHH JUST TRADE MOMENTUM THING IS GREEN THAT MEAN THING IS GREEN FOREVER
>>62420368>>62420368>>62420368NEW
>>62420343a is more plausible. crypto was basically a lot of lonely middle aged men funding central bank digital coin technology under the guise they were being like neo. think of it like the bunch of lonely middle aged men that funded the fibre build out in the 90's only to get a -95% return on their investments.
>>62420371I didn't say anything about 'GREEN FOREVER', but go ahead and full-port into Microsoft. Put your money where your mouth is.
>>62420341Because most fixed income products with my broker have terms and I rather not lock up the cash for months/years. My bank is even worse because I did buy actual tbills there once just to park 50k for tax time and the commission was $100. SGOV is just the best of both worlds. It has no terms and because its an etf, the commission fees with my broker are really cheap (cents usually).>T-bills are basically turning your money into slow melting ice (admittedly very slowly) I'm well aware anon, its just a short term thing and I rather earn a few extra dollars vs the money sitting idle. While it doesn't beat inflation, its better than earning 0% with your money just sitting there. When tech dipped -10%+ the day prior to MU earnings, I sold some SGOV and bought that dip and sold the rip after earnings and the money will go back into SGOV when it sells off next week. If there was something else I had confidence in, I'd toss the money into that. But since I can't think of anything for the time being, the money will sit inside SGOV until I decide what to do with it.
>>62419190Sheet... There's still time
>>62419254Looks like silver
