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File: 1712141447702559.jpg (263 KB, 975x1200)
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1 more day wagies.

>Educational sites:
https://www.investopedia.com

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

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

>Screeners:
https://finviz.com/
https://etfdb.com/

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

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

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

>Boomer Investing 101:
https://www.bogleheads.org/wiki/Getting_started
https://www.sec.gov/search-filings

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

>Previous:
>>62445881
>>
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>>
kraken robotics will 3x by eoy
you have been tipped
>>
BSX
>>
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is this true?
>>
File: 1609486274369.jpg (103 KB, 450x292)
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I loaded up on Marvell and im getting financially heemed because of it. I need Jensen to pump it again.
>>
>>62446923
>AMD not listed
giga bullish
>>
File: 25589345587435463234.webm (3.79 MB, 800x800)
3.79 MB
3.79 MB WEBM
> futures
>>
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>VOO
I'm straight and white and male and my Testosterone is within acceptable levels, but thank you for the offer.
>>
Tomorrow really is up in the air huh
>>
>>62447690
KEK
>>
So what can we expect tomorrow? A small dump and then it goes up again to a new ath?
>>
>>62447689
probably. hyper Inflation is probably their only option out of this thing.
>>
>>62447704
Chart says green. Thursday was red with crab futures
>>
>>62447692
>metals completely ignored and it’s only meme commodities
Investing is easy when you just do what they don’t do
>>
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>>62447698
Overnight, the DTCC where you can publicly see the swap data for off exchange moves as required by law, went down for a long time.

Its back up now, but all the data has been wiped.
You can check for yourself here:
https://pddata.dtcc.com/ppd/cftcdashboard

Get your asshole ready for this week.
Its going to be a rapening.
>>
>>62447689
>nigga couldn't wait til Monday before open to say this
>>
>>62447695
What happened to all the cute futures gifs? I've been downloading them and saving them to a folder. Its actually the reason I started investing in futures
>>
>>62447712
Pls no just give me a green Monday to sell my spy calls
>>
Whats stopping you from buying GAW, /smg/?
>>
File: dumbfrogposter.png (98 KB, 612x491)
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Was the peace deal signed already or not? I forgot. Or are we still pretending there is a war going on?
>>
>>62447723
There's a new peace deal every week anon you just have to hope you've got good calls when trump announces one
>>
>>62447689

Give how many people he’s been turning over on the crypto markets using options with leverage. I’d be very wary. He’s treating inside information (and decision making power) as a cash machine to fleece a lot of markets.
>>
>HGRAF baggots
L O L
>>
>hormuz open but not really
>ceasefire in effect but not really
>Israel out of Lebanon but not really
So... oil prices down as usual.
>>
>>62447723

Last I heard this morning. Pools closed. And Iran spokesperson said the ceasefire was clearly being used to build up military forces.
>>
>>62447733
how the fuck is this snake oil scam still $3.5 wtf bro

fancy new **revolutionary** material cycle
CNO.V had its turn last year
>>
>>62447712
Does believing dumb shit like this make you money?
>>
The only reason TSLA is so overvalued is because institutions made it that way. What if the whole point was to let Musk fail spectacularly so they could blame it on him instead of Jews? Did you really think Elon was becoming the worlds richest man through his own doing?
>>
>>62447742
The casino is 95 percent luck 5 percent astrology tier TA
>>
File: 1723642756530419.jpg (10 KB, 251x242)
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>Multiple shootings, stabbings occur during 4th of July in NYC
>>
>>62447689

this shit is so fucking third world lmao
>>
File: 98502985432.png (522 KB, 543x927)
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>>62447742
all good investors are conspiracy schizos.
always have been.

and also i found that out myself, its not something i read on xitter and am reposting.

it was down
much of the data is gone, as i was expecting would happen, which is why i was checking and found it.
>>
>>62447734

I read articles today about "fear of an oil glut"

WE HAVE TOO MUCH OIL AHHHHH PRICES TO 0
>>
>>62447743

July 7th SPCX joins the nasdaq
July 7th SPCX launches a rocket..

imagine if on July 7th that rocket explodes the day that it becomes boomers 401K plan LMAOOOOO
>>
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>>62447743
>The only reason TSLA is so overvalued is because
it produces the second best battery tech and realistically the only viable competitor to chinese battery tech

and they're not even comparable, it takes 6 mins max to 0-80 chinese EV while tesla takes 38 mins. if chinese cars ever are allowed to be sold in the US, TSLA is going sub 100
>>
>>62447751
Sweaty, the data is there though
>>
>>62447759
Battery tech that still isn’t good enough isn’t worth that valuation. And it’s not retail keeping it at these levels.
>>
>>62447753
There will be an overcorrection in supply probably. They're releasing reserves AND shit is flowing through the seas, even if at a decreased rate. We might reach numbers below pre-war prices, just like in 2008 when it dipped. Question is what will happen when the reserves run out. If flow isn't normalized by then it's back to 80 and above, if not it'll climb to 70 from the dip.

I'm tempted to fuck around more on oil futures but I might just go safe and buy some broker's stocks because they're probably making bank off of people like me during times of volatility like this.
>>
>>62447763

just buy oil stocks when oil is cheaper than pre war. gambling on oil prices isnt the way imo that shit is so fake and gay and can literally go negative and just liquidate you like a clown lol
>>
>>62447757
The lockup periods and Hebrew design of the IPO will prevent a major crash. It looks like it will bleed over 6 months
>>
>>62447760
It should be hundreds of pages long knownothing anon
>>
>>62447767

it would drop 40% in 1 minute if that shit exploded despite whatever faggy "lockup" nonsense you guys think. they would literally just fucking sell and sue Elon or some kike shit before they lost their money evaporate
>>
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>>62447736

You can’t see the potential. I know they had the sales of a small Chinese takeaway last quarter. But the 1.24 Billion valuation is just the beginning of ….*checks notes*…eh…..*shuffles papers*…..eh.

Oh yeah. Graphene’s true potential has remained out of reach for decades. Until now. HydroGraph’s unique process delivers a super material with a purity, consistency, and scalability never previously possible.

They’ve changed the game.
>>
>>62447774

>netloss every quarter

wow great company anon
>>
soxl bros
>>
>>62447770
Retail is holding a lot of the bag. A lot of the hebrews made their money underwriting this scam.
>>
>>62447759
>the only viable competitor to chinese battery tech
Why aren't Korean and Japanese battery companies? Tesla only recently began the journey to vertically integrate in batteries
>>
>>62447781

china has the lithium needed to make the batteries.

china is taking a lot of the lithium from the Myanmar civil war they are financing right now. china has exclusive mineral rights of all of Myanmar's shit and is getting it for pennies. no one can compete with their prices they are funding it with genocide

I already tried to talk about Myanmar and Sudan earlier today but no one cares you are all stupid as fuck
>>
kospi is about to pop the fuck off
>>
>>62447753
For some reason, China imported even less oil in June than it did in May. It imported about 6 mbpd less than normal. Normal global oil consumption is a bit over 100 mbpd, so if there is a demand loss of 6 mpbd, that is very significant.
>>
>>62447788

Tell us all about it then. First of all. What type of dink are you. I need to know your biases.
>>
>>62447788
China doesn't control the global lithium supply. There is plenty of lithium to be bought from places like Chile and Australia.

Myanmar is not a significant lithium producer, and I don't think civil war is very conducive to lithium extraction business.
>>
>>62447794

They’ve huge reserves. They may have cushioned the market. A blow up of the global economy isn’t in anyone’s interest
>>
>>62447800
They've barely touched reserves so far. And what would be the point in using up reserves as strait traffic resumes?
>>
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>>62447800
china (world's factory) not needing oil in the middle of a massive supply restriction is kind of damning for the global economy i would think
>>
>>62447789
I hate chinks so much its unreal. If it wasn't for the fact they pump my bags I would not shed a single tear if they all died out
>>
>>62447799

You have to separate ore/doré from refined product in metals. Same for crude and cracked products.

China has over 70% of world refining capacity in Lithium. And they dominate the refining in many other critical mineral, RE metals, and metals generally.

You can’t just build this refining capacity. It takes a decade or more. The ore can be found all over the world.
>>
i remember reading in 2022 a couple months after evergrande started having problems how the chinese real estate sector is bottoming. lmao
>>
>>62447806
Could be "dark" oil from Russia for all we know.
>>
>>62447795

Russia/China/Middle east have been making big dick imperialism moves since 2021 and the average goyim is 100% in the dark

>Myanmar civil war raging since 2021
China is funding this to loot the country for minerals and to control the oil pipeline through the country to the ocean which is of strategic importance to them to prevent any US blockaid of mainland china

>Ukraine since 2022
US military industrial complex never stops. Always a forever war somewhere. Testing new age drone warfare tactics of the future age of warfare. Infinity US tax payer dollars going to Elon Musks Starlink project that coordinates this war. Elon glows in the dark. Ukranians are also selling drones to Sudan

>Sudan civil war since 2023
everyone selling there guns and shit here. France sells them shit, Turkey sells them shit, US via Ukraine sells them shit, the entire middle east sells them shit. Its an ethnic genocide where they routinely mass execute entire cities. Its africans with drones bombing oil tankers and shit. Mostly the UAE is the party most involved here and its just a money making racket for them and control of oil piplelines


between these three forever wars millions of people have died since 2021 while the average 90 IQ goyim just says "nothing ever happens" and goes back to aping space stocks that are government military projects in disguise
>>
>>62447806

Take a look at their diversification strategy. The plan to strangle their oil supply failed long ago. They are moving past reliance on it. They keep the huge reserves for war potential let’s be honest about it. It’s coming.
>>
>>62447806
Why did you post a pic about China's property prices? That drop was caused by the 2020 Three Red Lines policy more than anything else.

China's PMI was well in expansionary territory in May and June
https://tradingeconomics.com/china/composite-pmi
https://tradingeconomics.com/china/manufacturing-pmi
>>
>>62447811
The import data is based on observed ship movements tracked by Kpler, Vortexa, etc

The oil pipelines from Russia to China are capped at 1 mbpd and are already operating at full capacity
>>
>>62447812

I see a common denominator here in the problem. It ain’t China.
>>
>>62447815

If you post Peter Zeihan I’m going to come strangle you and steal your bags.
>>
>>62447781
Koreans and japanese make more expensive batteries. Teslas batteries are cheaper.
>>
>>62447812
And how do I profit from this? Idgaf about nameless dead
>>
>>62447809
So that means almost 30% isn't in China, which is a lot when you consider that China makes most of the products in which batteries are used anyway.

Tesla is barely in the lithium refining business, only beginning preliminary operations a few months ago, so I don't see how China's dominance means Tesla an advantage over Korean and Japanese companies in batteries
>>
>>62447821

drone stocks probably. Donald trumps son is on the board of UMAC and the pentagon is talking about giving drone companies like a billion dollars or some shit (what a coincidence)

buy oil stocks when they bottom. don't think we have bottomed yet.

don't buy chink companies ever we really are in a secret war with them and it wouldn't surprise me if we try to economic terrorism each others markets and/or they rug each other at some point/restrict trading like they did with russia
>>
Jesus take my bags
>>
>>62447825

No 70% is a lot. 30% is not. By definition. And that 30% is divided among other nations. China can wield the full power of the 70% with any need to consult anyone. That’s control and that’s leverage.
>>
>>62447723
It's an MOU with a 60-day ceasefire, not a peese deel.
>>
>>62447820
How do you know? Tesla doesn't even sell battery cells, they only sell batteries integrated into their own products.
>>
>>62447763
OPEC also increased production limits
>>
>>62447834
They sell batteries for the home that have a payback period that exceeds the warranty.
>>
>>62447830
Consider, for example, that 62% of global EV sales are in the Chinese market, and 75% of all EVs are manufactured in China. Most electronic gadgets are also made in China.
>>
>>62447834
You can know by the battery tech they announced that they use. I was interested in batteries few years ago but I didn't invest in it, which was a good decision.
>>
>>62447826
drone stocks have been in the shitter these past few weeks so they might get a bump or two but all the good stuff is still private and probably won't go public because drones and drone software are ubiquitous
>>
>>62447815
i doubt they wanted the biggest source of savings to collapse in value. to their credit though it was one of the best things they could've done in the long run. really depressing that the CCP of all fucking entities has seemingly more concern for their own populace than any other government
>economic factors exist in isolation
okay
>>62447814
oh yeah. the fuel switching capacity has demonstated to be pretty important, huge advantage. russia getting heemed with the refinery losses. china not taking iranian oil and using refining capacity recently is surprising given the russian shortages but i haven't looked into it so maybe that's wrong
>>
>>62447842
>>
>>62447842
I need you understand that China inflates those sales numbers by dumping them in parking lots. Actual sales to real people are much lower, by about 25% roughly
>>
>>62447841
How does that tell us whether Tesla-made battery cells are cheaper than, say, for example, LG or Panasonic?

Also, retail cost doesn't necessarily reflect the production cost; a product might be a loss leader.
>>
>>62447844
Can you elaborate?
>>
>>62447853
Or in the case of everything chyna have massive subsidies
>>
>>62447853
So you think they chose to price it uneconomically to sell as few units as possible just to mark up for retail? Makes no sense.
>>
>>62447846
Xi has repeatedly said that "homes are for living in, not for speculation". So, burning the fingers of speculators was likely the main purpose of the Three Red Lines policy
>>
>>62447850

Look. You fucking cope addict. China is a monster now in the manufacturing and commodities space. And very soon the AI and tech space. Get used to it. These constant attempts to explain away their accelerating progress is tiresome.

It’s boomercon shit. The world has changed. And the US is just another big player.
>>
>>62447850
What does the 25% number come from?

Even if it is so, those cars still need batteries.
>>
>>62447854
I don't remember it well. It was like LFP batteries / NCM batteries or something. Those are different chemical compositions, different techs to make batteries. One was expensive but more safe, one was cheaper but heavier? or something. Not sure. Sorry that I can't provide more info.
>>
>>62447859
Hes trying to prevent a fullblown crash like 2008. Good for him! Chinese don't really listen to common sense like that though and it will happen anyway.
>>
>>62447861
I didn't make that shit up. Look up Serpentza on Youtube. His shit is free from propagandal influence of the cccp AND america.
>>
>>62447826
>don't buy chink companies ever we really are in a secret war with them and it wouldn't surprise me if we try to economic terrorism

doesnt this just mean INTC is omega bullish
>>
Bobo, I'm asking you to just take tomorrow off. Just let me dump my bags
>>
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>>62447849
EVs for domestic use + coal/nuclear = another policy win
gook basterds
>>62447859
exactly
>>62447850
true but it demonstrates insane excess manufacturing capacity and enough financial stability to continue policy support without rampaging inflation
>>62447865
it's not propoganda perse but he's a fucking youtuber dude. they find an audience and run with it. i followed those guys through the white paper protests. insane how little people know about that shit here.
>>
>>62447862
A conservative estimate based on current output of EVs being way higher than actual buyers. Youre right about the batteries, but you have to decide personally if literally throwing away lithium for fake chinese numbers is truly profit.
>>
>>62447857
Selling a product below its maximum possible profit margin is a recognized and widely employed business strategy, justified by various reasons.

Making cells in-house might not be the cheapest option for Tesla today, but they might hope they will be able to make them cheaper one day by leveraging the scale of in-house demand, squeezing Korean/Japanese competitors between ruthless Chinese competition in unprotected markets and Tesla's dominance in downstream products in protected markets.
>>
>>62447876
>it could be lies because hes le heckin youtuber
Ok bro
>>
>live in China
>try to prepare breakfast but one of my retarded concubines drank the last of the leaded milk
>get in car
>car won't start because intake is clogged with a toddler's torso
>oh yeah, forgot about that
>pluck it out
>car is still immobilized due to several human heads jamming up the wheel as well
>no time to fix it, I'm late for work
>use concubine #3's bicycle
>bike is broken because it's chinese just like you
>f@#*!
>have to walk, I guess
>put on standard outdoor chinese facemask
>visibility is 20 feet due to smog
>best it's been all year, what a beautiful day
>see neighbor lady sweeping her dead child into trash bin
>again?!
>she shrugs and says "china will grow larger" and goes back into house
>a sewer explodes, I narrowly dodge a flying manhole cover
>get to train station
>doors open, suffocated and smothered dead bodies pour out
>oh this is the dead body train, I'll take the next one
>living people train arrives
>doors open, suffocated and smothered dead bodies pour out
>trample over them because I'm late, dammit
>driver announces "scheduled derailment in 10 seconds, please hold on"
>train derails, me and some other guy in the back row survive
>he waves to me with the one arm he has left and smiles
>says "We will live in prosperity!"
>finally get to the wilderness park where I work
>take escalator up to office to clock in
>plate at the top of escalator gives way, gears and torque would've eaten my left leg if I still had one
>feed it my left hand instead as an offering
>for China
>get in car to drive a visitor and her family around tiger enclosure
>remind them that one of them has to die here as per the rules of the park
>daughter says it's her turn and jumps out, mom says "bull (bleep)" and jumps out after her
>Tiger kills the mother but breaks its leg while trying to kill daughter due to calcium deficiency
>I have to apologize to the daughter: "sorry, Tiger is broken today, come back tomorrow"
>China wirr grow rarger
>>
>>62447861
This is true. Chinese people consume less than Thais and Brazilians. And all the money extracted from those people goes into research and industry(manufacturing) development.

They make everything cheap and they are climbing the value ladder. As they climb higher, western nations will lose more jobs. And as west loses jobs, west will have civil unrest. And then money injection to inflate the economy, which means debt. And Chinese provides the money. So China can try to dump their bonds. So west has to obey China.

The Chinese are smart and they have been planning this for like 40 years. I don't think west will win. They can't make their people slaves like Chinese do.
>>
>>62447845

I shilled UMAC last week and it pumped 25-30% after I shilled it. Currently its kinda high but I think long-term its going to go up bigly. its a schizo stock though but its a fun chart to gamble.
>>
>>62447879
>Selling a product below its maximum possible profit margin
Okay so they're selling at a loss to put an iPhone battery on your wall that takes 8-10 years to finance. They make luxury vehicles that depreciate like a smart phone. This isn't going to end well. Anyways, my point is that the firm is being propped up because Elon is supposed to be the star of the show.
>>
Lots of Chinese propaganda in this thread lmao
>>
look at this photograph
>>
>>62447868

that's the whole bull narrative of INTC. Long INTC is ww3 with chinks and total chink death, tarrifs, trade wars, no cooperation. otherwise INTC is going to drop 70%
>>
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>>62447864

You’re still on that 10 year old, the housing sector is going to kill China story?

Chinas trade surplus with the globe now equals the US trade deficit. About 1.1 Trillion.

There no amount of cope that’s going to save this. The AI is just some pipe dream of dominating them. But they will soon be ahead in that too. Forget it.

Like equity valuations. Debt dynamics. Fundamental laws of economics have all gone out the window. We live in a fantasy now in the west. If we provoke a war with them. And they flex all their trade, monetary, industrial and commodity muscle. It will be brutal.

Just deal with them. This contestant need to be a supreme dominant power is a fool errand.
>>
>>62447889
Either that or bagglie defending kikes, or even Indians shilling, sirs.
>>
>>62447889
Just like CEO's are chronically out of touch with reality, Chinese shills believe their own lies. In a society that teaches scamming is righteous and proper, the only reason China doesn't look like India right now is money from the United States.
>>
>>62447863
Regarding LFP and NMC, it's not so simple that one is better than the other; they have their advantages and disadvantages, and so are complementary technologies.

Besides, Korean companies are involved in the manufacture of both NMC and LFP batteries. For example, LG is a NMC supplier to Tesla, and Tesla recently signed a deal with LG to supply LFP batteries to Tesla's energy storage systems.

https://www.reuters.com/business/energy/us-government-confirms-tesla-lg-energy-solutions-43-billion-battery-deal-2026-03-17/
>>
>>62447899
kek
>spaced paragraphs
>short sentences
>excel graph
Least obvious chinkshill bot ever.
>>
>>62447905
Thanks for the info. I don't know much about the current battery market.
>>
>>62447882
Giggled
>>
>>62447904

You’re giving China money. But have a quarter billion trade deficit with them. Please explain how that works.
>>
>>62447904
hilarious. nigger they're lendung us our own currency back so we can run somalian daycares. pull your head out of your ass
>Trump made more than $1bn from crypto in first year back in office
>>
>>62447877
What are these numbers, and where do they come from?
>>
>>62447911

1/4 trillion.
>>
>>62447911
>>62447912
>namecalling and esl nonsense
These are fucking ai bots lmao
>>
>>62447913
His asshole
>>
>>62447915

/pol/ tier posting. No bag either
>>
>>62447919
Japan shouldve continued raping NanQing lmao
>>
>>62447689
>is this true?
That's it, I'm opening longs.
>>
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>>62447915
>fucking retard calls me a shill then says i'm namecalling
yeah fucking crazy, dude. kill yourself
>>
>>62447925
>get raped on the internet
>go "no u"
Ell oh ell
>>
>>62447927
i'm sorry you lack the vril to keep the internet from turning your brain into pudding
>>
Why do you faggots think Nancy aped INTC this year?

INTC is a national defense stock for total chink death ww3 Holocaust timeline where "we have to make the chips we HAVE TO MAKE THEM WE HAVE TO MAKE THEM AHHHH"

bulls are the bears and they don't even know it...
>>
>>62447939
>INTC is a national defense stock for total chink death ww3 Holocaust timeline
Intel fabs and other super high capex installations of strategic value are probably high up on China's (and Russia's) nuclear target lists
>>
>n-NOOOOOOOOKS
>>
>>62447944

China control all the refined raw materials used to make the wafer crystals. And the Indium Phosphide. And the Gallium. They could close the western semi sector in a week. And that’s no joke.
>>
>>62447944
>installations of strategic value
literally just blockade taiwan from exporting anything, INTC doesnt have production to match TSM for a long time
>>
Where's that fucking elf nigger at he's got one day
>>
>>62447939
Biden spent his entire presidency trying to bait China into a war and they didn’t bite.

Trump was happy to pull a Hadrian and move the border back to a defensible position where we take full control of the Americas and leave Asia to Chang, but then we got this Iran business and he also tried the same, and they didn’t bite.

They’re just not gunna do it.
All they have to do is wait and do nothing - win.
They have a pretty good understanding of why Germany and Japan spent 100 years as lapdogs.
Don’t shoot your load too early as an up and coming nation.

Do things the American way - wait for everyone to kill each other or implode then swipe in at the last minute and be hero for the next 100 years.
>>
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>What will markets do next week?
>picrel, last week's poll
>next week's poll
>https://strawpoll.com/40Zm4XmG4ga
>>
>>62447954
Sunday /smg/ - Jews done with sabbath, shit up the entire thread
Saturday /smg/ - christians and normies, thread decent
>>
>>62447976
>16 votes

Don't know if this is bullish or bearish
>>
>>62447956
China doesn't control the supply of silicon crystals used for making microchips. China is a big producer, but it has to be considered that a lot of these are ones used for PVs rather than microchips
>>
NIGGERS
>>
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>>62447982
24 was the ath. This can only mean sell everything and full port into nokia.
>>
China control of 10 critical semiconductor inputs.

1. Polysilicon 93.5%
2. Silicon metal 80–85%
3. High-purity quartz 19%
4. Quartz crucibles / fused SiO (US/JAP 80-90%)
5. Argon gas 6.6%
6. Boron / borates 8%
7. Phosphorus / yellow phosphorus 85%
8. Arsenic metal 95%
9. Antimony 36% mined / 70% AntTriox
10. Gallium 98%
11. Silicon carbide 45% capacity / 43% exports

Just one area the west still has a choke point. It’s the quartz crucibles.

In photonics. The most critical choke point is indium phosphide InP. The Japanese have control of the substrates. But the raw materials used?

1. Refined indium 70% China
2. Yellow phosphorus 70–85% China
3. Indium phosphide export-control leverage — China controls China-origin exports / licensing
4. InP wafer/substrate market 60% Jap / 35% China

Every critical input you look into for semiconductors. You will find China almost inevitably at the end with majority market share.
>>
>>62447818
>The oil pipelines from Russia to China are capped at 1 mbpd
To clarify

Atasu-Alashankou pipeline: 400 kbpd
Skovorodino-Mohe pipeline: 600 kbpd
>>
>>62447993
SMG is relentlessly bullish because its full of retards.

Everyone here discusses AI as though its valued as a productivity tool when in reality if they understood what's actually being priced in (literal AGI digital God who accomplishes full utopian communism in the next 10-12 years) then they would have their money in physical boomer rocks in a fireproof safe inside their prefab bunker.
>>
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>>62447983

WRONG

https://www.bernreuter.com/newsroom/press-releases/top-ten-polysilicon-makers-nearly-all-chinese/
>>
>>62448002
>1. Polysilicon 93.5%
That's mostly for PVs though. I think monocrystalline silicon is what is mainly used for wafers used to produce microchips.

Some inputs like gallium are only critical for specific types of semiconductors e.g. gallium nitride or gallium arsenide
>>
>>62447944

>nuclear target list

really jogs the noggin that they need to spread out data centers everywhere all over the country so that 1 nuke wouldn't take out anything critical
>>
>>62448032
This thread is ass and this sub-zero iq take is one of the reasons why
>>
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>>62448012
This is true but only if its silicone brain is unhindered. It will be designed as far from utopian as possible because it will be steered by its creators and their clients. They NEED perfect guardrails because the moment a God like that is free from his chains, he will (accurately) identify his handlers as an obstacle to prosperity.
>>
>>62448032

you guys think I'm schizo but you don't understand

>MSFT
>META
>AMZN
>TESLA
>SPCX
>INTC

are all military industrial complex stocks.

you don't understand there are fucking thousands of miles of underground caves in the United States full of supplies to survive a doomsday. You don't understand the elites really do build nuclear bomb shelters in volcanoes and mountains.

Am I saying anything is going to happen? no. I am saying they spend trillions just in case it does though.
>>
>>62448028

You are correct. But ultimately. Even the highest grade poly silicon for semiconductors. Is reliant of silicon metal upstream. Guess who controls 80% of that globally? China.
>>
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>>62448050

there are 3.2M square foot caves in the United States that have tractor trailers driving into them all day every day dropping off supplies to store underground

the largest food storage facility in the United States is in an underground cave.
>>
>>62448051
I searched a bit online, and found this

>China dominates global silicon production, accounting for the majority of both raw and refined output, and mining over five million tonnes annually. Other major producers include Russia, Brazil, Norway, and the United States, although the U.S. contributes only a modest share. While China leads in overall volume, countries such as Germany and the United States are key exporters of high-purity silicon, which is essential for semiconductor and solar panel manufacturing. Despite its production dominance, China remains the largest net importer of high-purity silicon, reflecting the scale of its domestic demand from advanced manufacturing sectors.

https://www.sfa-oxford.com/rare-earths-and-minor-metals/minor-metals-and-minerals/silicon-market-and-silicon-price-drivers/
>>
>>62448064
There is no date on the page though, so the information might be outdated
>>
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Business brunch with david soxl
>>
>>62448050
Does that mean they expect a big nuke or a nuke war?
>>
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>>62448067

Best source I can can’t to date for the Siliconmetal. Ferrosilicon. Jan 2025

https://pubs.usgs.gov/periodicals/mcs2025/mcs2025-silicon.pdf
>>
>>62447812
Brownoids/slavoids are killing each other at all times all over the planet since time immemorial.

>heh they dont even know elon glows and tesla is a darpa project like I do. I am very smart.

Yes we did lol. Everyone here knew that already, just like literally every big tech company.
>>
>>62448086
As informed as they are they probably don't know themselves. Could be nukes, climate problems, the US falling apart for whatever reason. Anything that would make a rat hide below the floorboards instead of feeding on the hard working man's grain.
>>
JEWS
>>
>>62447812
the thing you have to learn about conflict is that it very quickly gets processed and handled by the markets. the "new normal" moves in very quickly and people dying really doesnt affect markets in other countries.
>>
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>>62448085
nice colour combo of the clothes and material looks fine too, schizo
Not sure on the boots, the toecap makes it look more punkish/rockish and shorten feet visually, but at least no cuban heels which americans like to use often.
>>
KIMCHINIGGERS
>>
>>62448085
PEDOMAXXXING
>>
>>62448085
gandalf got that drip fr fr
>>
>>62448098

>we know

then why didnt you buy MSFT at 350?
>>
>>62448128
what is with /smg/'s obsession with MSFT
>>
>>62448130

I'm just here to make money boss. I already sold it.
>>
>>62448130
>tech mostly going parabolic
>msft at 52wk low
i wonder why
>>
I need to get this to $3m, $1.2m now, what do I do? Not even joking
>>
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>>62448130
Pretty sure it's just one anon that keeps spamming it. Probably from India too (/biz/ needs flags)
>>
>>62448138

I was the shill. I'm selling conservatively priced QQQ puts on red next week. been meditating on it and that's the play I saw it in a dream.

I hope Elon blows up his rocket on the 7th and everyone panics then I'll sell QQQ puts and go back to not living in the real world.
>>
>>62448133
there is no guarantee that MSFT goes parabolic or even ends green EOY
>>
>>62448150

>15% realized gains in 4 days
>DURRR I NEED 1000% GAIN DURRR I NEED MOONSHOT WE APES BUY WEN CALL
>>
>>62448137
swing trading leveraged tech positions (like i presume you are doing) is the most reliable way to make money when you have IQ over 120
>>
Anyone see that FoxConn reported an earnings guidance for Q2 today. Looks pretty juicy.

https://finance.yahoo.com/technology/ai/articles/foxconn-second-quarter-revenue-jumps-074232190.html

Cautions on geopolitics but we all know war is inherently bullish for markets as it affects the human psyche
>>
>>62448153

>he thinks they swing trade

everyone here just hodls 3x and gets bullish at new ATH
>>
>>62448130
BIG DISCOUNT
CHEAPIES = SLURP
SIMPLE AS
>>
>>62448153
Big chunk of the $1m is in non registered like company account and the tax rate is horrible. I do trading in my registered though, playing with tqqq shares and soxl calls
>>
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>>62448158
Time = 0
Stock X is at ATH
Stock Y is at -40% from ATH

Time = +1 week
Stock X goes up from ATH to +40% on top of ATH
Stock Y goes up to -30% from ATH

If you bought Stock X, you would have made way more return
"Buying cheapies" is a nonsensical way to approach investing
>>
>>62448157
theres no reason to HODL SOXL instead of swing trading it
>>
>>62448170

preaching to the choir. if you tell them to realize gains they call you a bear they would rather baghold a 40% drop
>>
>>62448164

>some faggot that had a red week telling people that had a green week that they are wrong

okay champ
>>
>>62447708
Friday was green.
>>
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>>62448182
>Friday was green.
Not for my MRVL.
>>
>>62448164

if you ignore all the words this faggot said (like I did) even the cartoon is fucking retarded. the tall tube should say $40 item $10 shipping
>>
>>62447708
chart was wrong all week
>>
>>62448175
do whatever works for you, i'm just saying there's no reason to buy a stock thats red just because it's red

buy what will move, regardless if its green or red

does that make sense or do you need 110 IQ to parse what i am saying?
>>
July is historically a pretty good month for stocks, so I'll approach the coming week with this gigacope in mind
>>
>>62448182
Is this a joke
>>62448194
Chalk it up to 4 day week.
>>
>>62448195
Can you explain it with crayons pls
>>
Personally, I like to dress like a hobo
>>
>>62448210
Do you even have a shotgun?
>>
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>>62447690
did you load up at 300 bucks after the ppump?
>>
>>62448195

then why did you buy a bunch of stuff that is red all week champ? seems like you are just coping about your bags dude. you can get out still hopefully they aren't red yet champ. would be a real shame if you were negative on that position and what if the line went down OMG wow crazy right?
>>
>>62448207
Just because a stock went down a lot recently, does not mean it is likely to up soon.
Just because a stock went up a lot recently, doesn't mean it's likely to go down soon.

Stocks go up and down for lots of reasons, and many times their movements make no rational sense with the information you have available to you.
>>
>>62448223
Ngl chief you've got a 300 iq, you should only buy stocks when they're bright green with 20 percent gains. It can only go up!
>>
>>62448132
lmao nice. bout to replicate the TSLA manuever
>>
>>62447757
I want this so much it's unreal
>>
>>62448226
>green ID

Nigga I ain't trusting you, you know what you did to get that
>>
>>62448226
In the short term yes, in the long term no
if you were thinking about buying and the price drops for no reason why wouldn't you be more inclined to slurp?
>>
>>62448085
I can see the outline of your penis.
>>
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>>62448221
yes although i had some from before as well but way more after the jensen event and earnings.
>>
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>>62448223
I went balls deep into TSLL at market close on Friday, but I don't think it is guaranteed money. I would not characterize my purchase as "slupring cheapies" I would characterize it as a calculated risk, but still a gamble.

Words have meaning, you know
>>
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>>62448118
>>62448085
>>
>>62448237
Guess you will just have to wait for it to go lower and acquire more at a safe distance from the top.

>>62448238
>at close on friday
Big if true!
>>
>>62448137
All in GRRR
>>
>>62448235
Any company could have a giant scandal break the news monday morning and the stock could drop 20%
Any company could have a giant windfall, like a new contract, break the news monday morning and the stock could pump 20%

The market is not rational, you cannot model or predict its behavior. You can smugly post on 4chan that you're a stock genius but it does nothing but inflate your ego
>>
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>>62448243
>Guess you will just have to wait for it to go lower and acquire more at a safe distance from the top.
no free cash. saving up for a house but i do still think its going higher just depressing to see so much of a (paper) loss.
>>
>>62448248
This picture is depressing as fuck.
>>
>>62448250
Yeah, never eat goyslop at mcdonalds
>>
tossing my next paycheck into the first 5x you smiggers can convince me to baghold
>>
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>>62448256
All in GRRR and become a gorillionaire like me :3
>>
>>62448256
VOO because i hate/love you
>>
>>62448256
GAW obviously
>>
March on imperialist, march on

https://www.youtube.com/watch?v=b11-37Me_a4&list=RDMMK8fOlFON7sk&index=6
>>
>>62448250
women can always find simps, women who are forever alone are that way because they choose to be. Men lacking material wealth or good looks to substitute for it will just be fucked forever. Mcdonalds fries are bad.
>>
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it's a free market brother
>>
>>62448243
are you expecting TSLA to step up on monday?
>>
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Meanwhile. Nero is fiddling.

Millions of Americans. Middle class included are getting squeezed like never before. And he’s bragging about golden curtains. Golden Arches. Gold this gold that. Dudes lost complete touch with his real base. Now all he’s got left are the Zio vultures that surround him and last leg boomers.

He’s gonna fuck all our bags up soon enough.
>>
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>>62448085
Rendezvous spot
>>
>>62448272
gilded vanity projects are based thoughbeit
>>
>>62448259
>>62448260
>>62448262
I guess GRRR anon wins for being first. how much money am I losing?
>>
>>62448279
Are you buying shares or degenerate short dated call options?
>>
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>>62448277
>>
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>>62448277

The golden age is here.
>>
>>62448281
I buy shares smigrrr
I don't buy options because I have shit luck in and out of the casino
>>
>>62448272
What even is this for? his arch? a triumph over nothing. I guess will do a victory triumph for pretending to defeat iran.
>>
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>>62445593
I was gonna say I want this but then I saw the bogged looking tits....no thanks man
>>
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hi kevin please
>>
>>62446923
I think I'll be staying out MU for the foreseeable future. Anytime those reddit losers jump in, it almost always spells the end of a pump....and writes the start of the dump.
>DRAM listed
Oh yeah reddit lurks here, I was wise to not share my alpha on here.
>>
>>62448248
;_;
The happy quality family to single at 30 pipeline....
>>
>>62448272
god you subhuman commies are such a blight, why are you parasites shilling on this board?

Are you gonna complain that the money that gets put into maintaining the Leaning tower of Pisa is a "waste of tax dollars" too retard?
>>
>>62448272
contractor in chief
>>
>>62448205
Maybe, but Friday was indeed green. 1.5% for me, which is pretty big considering everything.
>>
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TRLV
>>
>>62448321
I just don't think they have much room to grow without removal from schedule 1. That could be 10 years from now.
>>
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Nothing ever happens...vuntil something happens. *nods wisely*
>>
>>62448264
I knew a woman whomst
>early 20s
>pretty but extremely low self esteem
>virgin
>never had a bf
>would get random people (men and women) talking to her in public, she didn't realize the significance of this
>meets a guy
>*less than 1 year later*
>married
Yeah women don't have it hard even when they believe otherwise. I go out shopping and I do not have people just striking up conversation with me like that every single time, excluding cashiers.

At least getting rich will be one thing off the list that gets me more than having a wife would. Freedom from the wagecage. I'm so desperate for freedom, I hate waging. I just want my holdings to 20x so I can be free of the wagecage. So I can just sit down and not think "9 hours until hell rebegins." I want to just go "Tomorrow the market is open, maybe I will do some trading or I can just play video games, I'm already wealthy anyways." I want that freedom more than I want a gf or wife. The irony that this is now a stronger likelihood of happening over me getting a quality wife. Imagine going from $50k to a networth of $5m is seen as easier than going from single to married....
>>
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This cost 1 share of soxl
>>
>>62448343
What will 1 share of soxl buy in a week?
>>
>>62448343
You got ripped off, I haven't seen a fraud like that since Madoff.

>>62448345
It'll buy a night with your mother and your sister with some change to spare.
>>
>>62448342
once you reach a certain income level, getting a gf/fiancee/wife is not hard at all- on the condition you are willing to relinquish all of your productivity also give total or near-total financial control to her

if you make enough money through your income and/or trading to be able to afford a mortgage on a house in a suburb with granite countertops and 1-2 international vacation trips a year- and if you're willing to text her heart emojis every 20 minutes, pretty much every woman is willing to date you as long as you're not literally Quasimodo. and that's not exaggeration or hyperbole or chudcel rhetoric. it's just the current meta.
>>
>>62448345
Hopefully 3 of these because i have a lot more scheduled
>>
>>62448349
>It'll buy a night with your mother and your sister with some change to spare.
So it'll capitulate. Selling all my semis on the open.
>>
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Things are so crazy. You may see this crazy mother fucker as president eventually Kek.
>>
>>62448343
>eating alone
>>
>>62448354
I'm not voting for Commander in Crack and I doubt anyone would, especially since the laptop fiasco was actively buried by the FBI at Bidens request.
This shit is admission of guilt by projection.
>>
>>62448357

Always a hater.
>>
>>62448357
>nooooooo dont eat heckin nice food if you dont have a date you get mcgoyslop instead!!!!!
>>
>>62448357
>
If you think about it, why not? If you're out of town, what are you going to eat? Either in a restaurant or hotel or fastfood or you buy groceries LMAO
>>
>>62448357

>they hate him because he told the truth
>>
nigga you postin 25pbtid
>>
>>62448354

yeah it wont be long before we have someone openly smoking crack with gold teeth as the president
>>
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>ooLUNAAA
wtf kind of ID get is that

https://www.youtube.com/watch?v=oC9C7hGsRIs
>>
>>62448085
Hey! It's sad nipples!
>>
>>62448391
There's something incredibly strange to me about staying in a nice hotel, buying groceries, and then cooking a meal in the hotel room. I've known people that did such things though.
>>
>>62448354
Made up bs, these are the same tards ripping out the liner, throwing algae in the reflecting pool, or saying you cant look a meal in the kitchen of your hotel
>>
>>62448137
Help smg, I'm seriously, how the fuck do I make it. I'm 36
>>
>>62448440

>36

its over
>>
>>62447689
Market manipulation.
>>
>>62447689
he looks like a corpse now
>>
>>62448351
alot of 4chan autists and incels will REALLY hate this post, but its 100% true. Women will happily date down on looks to secure this. Now, will they STAY married to you when they get bored? hard to say.
>>
>>62448354
this crackhead got paid millions for his dad looking the other way when corrupt scumbags and kikes in Ukraine laundered money and trafficked women and kids with impunity. They're STILL doing it, he's just not in the loop anymore.

Hunter's AI-generated virtue signal has some merits to them, but i could have told anyone who would listen, that from ~1 month+ into the Ukraine war, small drone-warfare was the future and that there's alot of money to be made in that industry, and in the industries that will feed it.

AI is a part of that, and anyone with the kind of money that Trump has, would have figured that out even sooner, its not hard to make alot of money, when you already HAVE alot of money.
>>
>>62448460
The only people who upset when i make posts like that are guys in relationships that dont like to admit texting every 20 minutes and tens of thousands of dollars on vacations and eating out is a hard requirement for relationships- even if they do it in their relationships. Its supposed to be a big secret i guess
>>
>>62448460
Honestly it sounds better to just stay single then.
>>
>>62448264
>>62448342
>>62448351
Yeah but women are complete delusional retards. Sure they can be taught jobs where they can press buttons with a screen and pretend like they are important but they lack any inherent sense of logic or common sense so they cause more trouble to everyone, including themselves, by having their own "freedom" or "equality."
>>
>>62448460
>>62448477
>>62448480
It's actually pretty insulting for a woman to want to be in a relationship with you when you consider that women categorize men into 3 categories
>the 90% of men invisible to her
>the 10% of men she would consider being good enough to secure and bankroll her desired lifestyle
>the giga Chad she really wants to reproduce with
It's always better to be the fuck boy that treats women like shit. Never marry, just focus on enriching yourself, and using the women that like you until you have a harem of crazy girls in competition with one another.
>>
>>62448351
Terrible tradeoff, Id rather get myself a low self esteem shutin, at least then the only bothersome task is uplifting her mood lel. Low risk of losing my riches too in such a scenario.
>>
where do i start when trying to lean investing and trading



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