Sammy expects 19x profit increase but its stonk price still dropped like a rock 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:>>62451949
> futures
gay market
Redditor literally asking "but ChatGPT worked fine before, why do we need new datacenters"This is the person who is skeptical about the AI buildout.
>He isn't slurping right nowISHYGDDT
why do you guys keep donating money to worst Korea? you guys just paid off some Asian gamblers student loans for the honor to hold -30% DRAM bags right before Korean shit gets listed on US exchange and makes DRAM obsolete.
I am now bagholding SNXX>there will be blood editionthank you for your attention to this matter!
Buying calls on mREITs was very smart. Thank you to the anon who shared this idea.
>>62453376the fact that you aren't skeptical at all about this makes you the biggest faggot retard if you ask me
>>62453378I fucking love Korea and want to hold all their bags.
>when the JEPI dividends hitTendies on me boys
>>62453376You have to go back retard
Within weeks the first articles will appear that AI supplier stocks are "toxic" for any healthy portfolio
I personally sold some semi stonks and went into VT and finance although I would be wrong.I think big players are selling semis as their risk rule pushes them to have less of semis and they are selling semis, shifting into buying something else. Like defense, finance and things I would not know.
If I think a certain stock I hold will go up over the next 6 months (but a volatile one), does it even make sense to forget about it over that time, or should I still be trying to trade it along the way?
>>62453385What's there to be skeptical about? The latest datacenter designs are not even hooked up to the local electric grid.
>>62453385> 1000x more compute has no use at all no siree bob can't think up a single thing anyone could use that for nopegood goy
>>62453395>companies that are literally run by the CIA said they need all of the money, electricity and water in the world>NOTHING TO SEE HERE IM A FUCKING RETARD I JUST APE SHIT AHHHHH DEERRRRR IM A GOD DAMN PAINT LICKING FUCKING RETARDDDDDD I NEED 1000x TO PAY RENT DEURRRRRRR
>you can hate me now>but I won't stop now
>>62453377ugly 3d bobina nigger
@62453399Should have expected a schizo reply.
Jiggers n’ no news
do not check silver computer
>>62453365Are we shorting amd
Welp I’m losing at least $3000 on my MU call tomorrow morning
>>62453399Mental illness. look how bitter this clown is just repeating what he heard at an antifa rally
>>62453401>3d bobinas uglynot always
>>62453411>>62453404I don't even go outside and you think I go to a faggot convention... whew...good luck with your bags niggers. I'll buy SK Hynix after it lists July 10 for 30% less than what you paid!
>>62453408I don't do options as investment banks started using quantum computers to rape others in options. It was HSBC on bonds first, but it will spread more as their experiment had success and retails won't be able to win.Not saying I am smart or you are wrong but I think win chance is thin.
https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101687315I discovered something amusingKioxia, a competitor of Sk hynix and Sandisk for NAND marketshare, reports lower profits than sndk and is also in debt while sndk has free cash flow. Despite this, the recent selloff has pushed sandisk below Kioxia in marketshare because the japanese are resisting the selloffs from korea.
>>62453407Omnirug
>>62453420Japan got stimulus bucks recently. Like Trump bucks but with moon runes or whatever
>>62453378Because American shit like Micron dumps regardless.Incidentally, WDC is going up today. I'm curious why HDDS are not considered 'cyclical' where everything else is.>>62453376>Chatgpt worked fine before
>>62453420Yes, Sneedisk's selloff is completely irrational.A -5% pullback? I'm game. A -30% rug? What the fuck?
>>62453393>I think big players are selling semis as their risk rule pushes them to have less of semis and they are selling semis, shifting into buying something else. Like defense, finance and things I would not know.WDC and HDDS are up where shit like micron and samsung are down. HDDS are the new bubble.
>>62453427You might be right. I gotta investigate more. Thanks for the info.
>>62453414still not pretty nigger
>>62453392>AI supplier stocks are "toxic" for any healthy portfolioBut the same articles will also tell you that AI cloud providers like meta are a great buy you should want.>>62453407silver is a tech stock
>>62453376I should check reddit more. They really are the ultimate top sign outsideof that one thick lipped jiggaboo that was shilling semis last week.
>Bank of America said the recent correction in AI-related equities appeared to reflect a positioning reset rather than weakening fundamentals, arguing that spending on AI infrastructure remains supported even as investors become more selective following this year’s strong rally.repositioning to WHERE? abandoning low P/E companies with locked-in revenue stretching out 5 years and landing right back into junk bond tier hyperspenders with pennies left in free cashflow?
>KOSPI -5%
>>62453440Damn, kimchifolks are crazy gamblers. Their market is batshit crazy. Its funny that their entire market relies on 2 semi companies
>>62453419If I can afford long term options they are harder to to rug pull
>>62453437I told you for the last 3 weeks it was a rotation back to MSFT/META/AMZN/GOOG/AAPL.THREE WEEKS. 50 times a thread.I posted videos. I posted my thesis. I posted my positions. I posted my entries. For THREE FUCKING WEEKS and you still end up a bagholding retard. Amazing.
>>62453408AMD is in my list of dogshit companies but it's too soon.
>>62453409really nigger ?maybe I should buy it from u when its at the low tomorrow nigger
>>62453437Earnings for hyperscalers are this month. After the news and subsequent pump n' dump they will rotate back.
>>62453445Yeah you are also right. But I am a retarded man and I don't do options. I am weak at controlling my emotions.
>>62453447I did not listen because no one delivered a convincing argument why rotate out of them.The argument they always bring "they ran too much", which is not a fundamental argument.Keep in mind, my cost basis is not like peak of June tier. If it were I'd agree to cut losers quickly.
>>62453436damn i knew they were jumping in on micron and ignored the obvious top signal that was. if they're still holding semi's, then maybe its a good time to bail since that means the bottom is likely still not here.
Just ride your position until you are rich or it goes to 0
>>62453426Found this on reddit. I guess I must actually be a retard and should not trade stocks because I have no clue what he means by fundamentals are bad>but you see, 20 years ago, it crashed because supply exceeded demand at the end of the runOkay? The term fundamentals doesn't appear to mean anything, since posting good profits is apparently bad fundamentals if you think in 3 years the demand will wane.
pistachio hyper inflation
>>62453458they ran too much is the whole argument. if you try to charge me 1000% more for your "shovel" I can just tell you to go fuck yourself and watch your shovel store have a bad month. its simple shit man
if we open below the open today i'll cum
>>62453437Rotation bro, Tesla is the new hotness up 6% today. You wouldn't get it.
>>62453400BOBObar Season has returnedIt's been a long time, been a long time comin'Looks like the death of me nowBut you know, there's no turning back nowThis is what makes me, this is what I am
>>62453447>rewriting history because MSFT is actually down and your original thesis is wrong
>>62453408its the king of cpu right now so i don't suggest u to short niggerplus its mainly a hw company with much much less poojeets so the future is still bright nigger
God I hate redditors.
>>62453463You might be totally right. But I thinkk this AI thing is half government thing US trying to kill the Chinese.Chinese chads have 1.4B people, meaning they have more smart people. US needs AI to win against them.But Chinese know that and they are trying to steal prompt results from US AIs and feeding them to their AIs.AIs might become a commodity in the end as Chinese keep catching up with much cheaper price tags, like corn or oil. Their would be objectively better corn / oil, But we just think they are corn or oil and think them as bulk mass.But as always, I am retarded and my thoughts are prob wrong. Any smart man who can illuminate me on these topics?
>>62453463if you willfully sign a contract that says "i'll pay you $10k per shovel for the next five years" then there is no demand destruction they were WILLING to pay for it and get locked in, which is by definition a fair market price
>>62453475They're just bots run from an air force base man no need to let them rile you up.
1 share of DRAM is the same price as 1 oz of silver
>>62453453Naw I've seen this episode before with micron and samsung. The software meme companies will pump and the hardware companies will dump or crab even if they post good profits like micron did. It's like in 2022 when you had software companies posting SHIT earnings, but because they were sold off after the Biden Dump it was a "good time to get in" or some shit.The market is rational when it comes to being fake, gay and retarded.
>>62453472? MSFT is up like 12% since I shilled it
All that stress from trying to time the top and bottom of the AI craze is spiking your cortisol and making you age faster.That's why boglechads and dividendchads stay winning.
>>62453482it's a good thing silver is going lower after this extremely pathetic 'rally'.
>>62453487i bought puts today after it bounced off the 20 EMA on the daily chart. close enough anyways.
>>62453486I think this chad is uber intelligent.
>>62453479>muh earningsdude its literally priced in. SOXX is fucking 40 p/e still after tanking for weeks. like 30% of the price atleast is just ape hype
>>62453480>air force basesauce nigger
My portfolio is this:NTSD - 40% (1.5x leverage SP500/MSCI World)MQQQ - 30% (2x QQQ)WLDU - 20% (2x VT)USX - 10% (2x VTI)total leverage combined is 1.8xthere's a logic for not just doing 100% WLDU. It's because of drag. I did a lot of backtesting to confirm the drag of each of these funds. NTSD and MQQQ have minuscule drag, and USX has half as much drag as WLDUI don't feel like performance is easily predicted. if it was easy, the market couldn't dump and boom. I don't think I'm a genius that's going to beat the market. I'm aware as well, that large caps are a bet. So my idea, is to go as broad market as I can with ETFs, with leverage. I can't control how good my predictive abilities are. I can control, however, when I sell. I have full control over that. Well. Unless a fund is discontinued.
>>62453474But look at that p/e ratio and they aren't planning on building any fabricators
>>62453486>>62453490boggle some YINN you freakin dweebs
These charts don't mean anything do they. Nvidia is never going to 7 trillion or whatever.>USD index is down>gold is also down>won is also down>basically an 'everything' selloffBased, thank you korea, we couldn't have this without you gooks. And a special thank you to cheeto and his insiders who were selling sk hynix and samsung. If the market crashes I guess we can just eat billionaires unironically.>>62453486No, because you'll be old by the time you get rich while I'll either be rich or kill myself and no longer have to suffer.
cya tomorrow smiggers. Elon shoots his rocket around lunch east coast time/9 am west coast tomorrow. lets see if that bullshit explodes or not and does a terrorism on all of the nasdaq the first day spaceX joins the index!
I invest...for her
WHY IS BAKA AND SOXL DOWN! IM FUCKED
>>62453503>herlol, lmao
>>62453500checked and i hope so
>>62453492>every company in an ETF all have the same PE look at this retard yes, SOXX, the famous memory chip ETF with quality offerings such as INTC with its negative PE
>>62453496>fabricatorsif u donno semiconductor I suggest u don't buy and don't short at all niggerdon't even need to look at pe to know u will be fucked if u short amd right now niggeru are either a stupid jeet or stupid bot nigger
>>62453490We are going to make it brother!>>62453495I would like to know more. I'm always interested in hearing the strategies other people are doing.Some questions I haveWhy not use some 3x funds? How often do you rebalance?How much does any position needs to go down before you sell it?>>62453497No>>62453499I can get richer faster by just making more money with work since I don't spend all my free time trying to predict what stocks will do
>Someone paid 1250 dollarinos for mumu's ram and ram accessories.>Chink models taking more and more market share .>Microslop giving hints that they may cut AI spending.>Zuck the bug already trying to sell "excess AI compute power". >Thousands of nigvidia cards in storage because none wants a datacenter near them.>Scam Altman trying to involve the gov>IPO's delayed.Fun times ahead.Also I should sell my TSM position soon.
>>62453478>commodityIn the 00s oil companies were the most valuable ones. So if AI companies take on that commodity role, it's not necessarily bad for my portfolio.
>>62453503she/he is old nigger
Everyday I google search a painting called allegory of satan and try to 'read' it.Like investing in stonks is inherently from greed yeah but at the same time I need to control my greed / risk like those skulls who got deceived by satan and died.Look at this cool painting isn't it cool?
SAMSUNG EARNINGS ONLY 19X YOY SELL EVERYTHING IT'S FUCKING OVER
>>62453519You might be right. Thanks for the insight.
>>62453522
I boughted at 180 but didn't solded at 210. Fuck me.
Will tomorrow be a bearish dump or a bullish dump? might do some 0dte gambling with SNDQ
Got a cool show and a very fun day planned for tomorrow, i will tell you guys about it later, i know some of you wanna kill me so badly. Samsung beat earnings and theyve juiced everyone who bought soxl in the last month except for a 1 hour window on thursday (i bought there, sold today and rebought @ 203 at half the size) when can the bull market restart. Pic is something elae i liked at tiffanys
>>62453517>Why not use some 3x funds?More drag and more risk>How often do you rebalance?Once a year>How much does any position needs to go down before you sell it?Even if it goes down 99.9999% I'm holding onto it like my life depends on it. I buy more when it goes down, not sell.These are very diversified total market ETFs. Even with 2x leverage, for them to draw down 99%, the whole economic system will implode anyway. I expect an 80% draw down at the worst. If goes down more than that, the crash would be even worse than 2008
LINE GO UP FOREVER :DDDD
>>62453521stop being a fag and jerk off to little boy face niggerthat shit ain't satan nigger
>>62453517There are no jobs where "focusing more" gets you paid more. Even a commission based sales job. Have fun with your boomer copes though, mr. "is either 22 and investing peanuts or 50 and his advice is nearly worthless".
kevin please!
Besides all the reasons I hate the gooks, I admire that the chart is so perfectly triangular. Bugmen are perfectly like algorithms, maybe we don't need AI, just gooks.>>62453521>readDoes itDoes it have occult properties? Does it move around?>>62453522This but unironically
>>62453534>These are very diversified total market ETFs. Even with 2x leverage, for them to draw down 99%, the whole economic system will implode anyway.are you sure about that? look up instances of LETFs essentially "de-pegging" themselves and dipping FAR below the underlying index's performance, there are multiples of such cases LETFs are separate and independent instruments with their own liquidity, it's shocking how so few people realize this the downsides are literally uncapped and unlimited, i hope you are aware of this risk and prepared adequately
I love iron condors so much it's unreal
>>62453534Good luck with your strategy! I hope it works well for you!
>SK Hynix down 7%I don’t have a funny reaction image anymore.
>>62453531dump is always bearish u stupid nigger don't play with words use the professional term when asking questions nigger its bear trap niggerrrrrr
>>62453533>pretending to be an insider>>62453531The funniest thing about sandisk is that retail shorts are hitting new highs every day but it seems like hedge funds are going to let retail bears win.
>>62453517>since I don't spend all my free time trying to predict what stocks will doYea well I do CHUD so BUZZ OFF!
>>62453558>insiderbullshitter lol
>>62453521Look how happy he is... I wish I was that happy... Hell, I wish that I still wished...
>>62453552What do you have iron condor on?
>>62453555Checked, the term you're looking for is chipwreck
>>62453555Bearish dump is a sustainable one that will keep going downBullish dump is either one that clearly bottoms out, or goes down so sharply a rebound is imminent, which can fuck with puts or in this case calls on inverse etfs
>>62453533I wasnt clear, the show is tonight, im going someplace very trendy tomorrow night, dressing up again
>>62453566Still dipping my toe in so only doing small positions but right now GOOGL with pic related, and BAC which is dead even at 0 overall P/L.Just balancing them and watching them move, also figuring out how to maximize spread on sale. There's something so elegant about it.
>>62453568whatever nigger jeet or bot already type the "professional" answer go figure out ur self niggerrrrrrrr
>>62453365>19x profit increaseyeah of course
>>62453551Links? I see no apparent "de-pegging" by the standard SSO, UPRO etc. as they look just like the SPY chart gone berserk.>>62453495Those are some interesting finds, but they appear to be so young. Not having been around for very long at all. I don't feel compelled to put money into them rather than boomer tier letfs like SSO.Why not just buy into SSO in dips and hold that?
>>62453570Oil your fucking beard
>>62453567u stupid bobo gtfo niggeri will fuck ur bobina like never before with my big long bull cock and make her cum like cow milk nigger
>>62453551You're confusing ETFs with ETNsETFs don't depegthe biggest risk is if the fund manager decides to liquidate the funds during a crash, which would force me to realise the losses. Otherwise, I'll always have those shares even if they're worth less than $1 each, I'd keep them.
so is memory over for real or what? the physical demand is still there but investor sentiment seems to be waning i'm still in the green but i won't be if it keeps dipping like this
>>62453592the memory growth has stopped theres no reason to invest anymore
>>62453580Good idea ngl. I got a random compliment on it from a paaserby just 20 minutes ago though
>korea futures
Who else believes we're imminently in the beginning of a new technological revolution? The impact of which is at least as impactful as electrification, or combustion engine.
>KOSPI -500 KOSPI DIEEEEEEEEEEEEEEEEEEEEEE
>>62453605if you are a true believer you already know which company to and which are degenerate traitors who deserve the ropeif you are making an investment on faith you would be well served in making the most zealous investments
I told you Koreans would fuck everything up for everybodythey're the reason stocks exploded 20% in a month, and the reason it dumps so hard and fastyou wouldn't believe the amount of sway a small highly leveraged population of people have over the total market.
>>62453605I do. I use ai every day. My brother does too and he has a pretty important job, it is solving some really complex problems and accelerating science, wish i could say more
>>62453605idk man, maybe
>>62453592all the projections I've seen say there'll still be a bottleneck until 2028. I think it's a combo of normie retail getting spooked by the massive green wall 'it has to be a bubble' and people anticipating Warsh may raise rates but then again I believe in astrology too. Ain't gotta a fucking clue what the gooks are doing considering Samsung is projected to crush earnings again.>>62453605I've gone from thinking LLMs were nifty little chatbots and basically more efficient search engines in 2022/2023 to now thinking the singularity is probably 10-20 years away
I guess it's over, need to wait for market open to close out and maybe just sell all my current positions. I'll walk away with just being down sub 30% from this years peak. Better than holding those options straight to 0 and being way further down. Probably a good idea to avoid /biz/ and uninstall Robinhood so I don't end up getting duped via a fake pump and fomo back in.
>>62453605my dad works at nintendo and is using ai to make the new mario
>>62453610I already own OpenAI, and GoogleI would like to get a hold of Anthropic shares but that's hard
>>62453610shit. my second reply was suppose to be for you >>62453623
>futures
>>62453576 https://www.finra.org/rules-guidance/notices/09-31 as a chronic addict of TQQQ myself, i'm merely telling you to be aware of the risks and prepare adequately >>62453584anon, what do you think will happen to SSO when a downturn causes S&P to dump -10% in a day? do you think investors will sustain regular trading volumes and keep SSO's market price to approximate 2x the loss of S&P? or do you think people will rush to pull their money out and tank the market value of SSO, which i must remind you, has its own NAV separate from S&P. for cheap products like VOO that are designed to be long-hold cores, more investors are inclined to stick out the downturn because they're unwilling to eat the gains tax on a 5-6 figure position and the prices will remain (relatively) stable with regards to the actual index performance (the term is "tracking error"). the same won't be true for products like SSO.
>>62453623>I've gone from thinking LLMs were nifty little chatbots and basically more efficient search engines in 2022/2023 to now thinking the singularity is probably 10-20 years awayI was impressed by Claude Sonnet back in 2024 when I found out it can actually hold a discussion and reply intelligently, but in Dec of that year finding out Claude can spit out working code (although buggy) was a game changer.I believe we will get Recursive self improvement, but no intelligence explosion. It will be too slow for that. Like it will take months and months or the next level to get reached, and the newer model the old model produced is only like 2-3 IQ points smarter.So no singularity ,sorry.
>>62453623>is probably 10-20 years awayWhy not much sooner? Like 1-5 years away
>>62453605It'll be kinda like the internet, fairly useful and remove a whole lot of people from the workforce. All those bankers and CEOs claiming that people can be 'retrained' are blatantly lying. Labor participation is going to less than 50% when we get efficient deployment, there are gonna be a lot of useless eaters. https://fred.stlouisfed.org/series/CIVPART
I didn't hear no bell.
>>62453639did the internet really remove people from the workforce? i wouldn't have a job without the internet.
>girl won't text back>stock market entering bear phase
>KOSPI -6%
>KOSPI edging towards breaker again it's a confucian virtue to trip the breaker every single trading day just where the fuck are they moving their money to?
>>62453646KOSPI Computer is absolutely beyond done. Why doesn't Kim Jong Un finally invade?
>>62453650niggas gettin liquidated
>>62453650>just where the fuck are they moving their money to?I know at least where it CAN'T go (Amerifat tech stocks).
>>62453633That sounds wild. But if I look at charts for SSO or tqqq as well for that matter they don't seem to do anything out if the ordinary that you wouldn't expect based on some amplified market movement for the day.Nowhere did any of those old standard letfs implode and they've been around for many years.I think I'll just stick with the boomer tier letfs like SSO and TQQQ as they seem less risky due to their longer existence and verifiable lack of implosion by looking at their charts.
> 19x revenue
>>62453651You brokies said that 100% ago
>>62453655Thats why this is so weird, this is like the opposite of what should happen.
>>62453633trading volume does not dictate an ETF's price the value of its underlying basket doesso unless you have a thesis on how the SP500 is going to go to 0, despite having all the largest companies on the public market. It's not going to happen.If panicking retail traders sell SSO so hard that its market price drops even 0.5% below its true NAV, huge firms like Citadel, GS will step in seeing it as an arbitrage opportunity to pocket the difference in the trade. This is what these people do, to catch risk free inefficiencies in the market, then pocket the difference. They will buy artificialy cheap SSO shares, then sell those shares directly to Proshares in exchange for the underlying SP500 assets at a risk free profit. Proshares then destroys the SSO shares to bring the ETF back into its NAV. In milliseconds. All that happens i miliseconds. Faster than you can blink.
>>62453655>19x revenuepriced in
>>62453605Well the amount of nigging and jewing saying something is afoot
I'm going to bed.When I wake up I probably won't even have a portfolio anymore (in 3x Hynix).Good night.
>>62453666Bro after an entire week of kospi dumping? Really?You actually did this?
Something must be done about the Korean menace. A sort of “permanent fix” if you will
IT KEEPS DIPPIN
>>62453666Rest well satan
>>62453623>the singularity is probably 10-20 years away...he doesn't know
kevin hiplease lower the rates
>>62453669An ultimate answer, you say?
>>62453605beginning maybe. I see the thing going sideways for 10-20 years until some new hardware tech (quantum etc) unlocks useful AI. the scaling wars are about 18 months from being over.
>>62453655>>62453659>durrrrr I was told to believe meme numbers like they mean something
>>62453679Its late, m8, no trolling today.
The reaction Samsung's earnings is unjustifiable to the point it's insane. Please understand I hold 80 short term dram puts right now and I think the reaction is insane.
>>62453500It's at 3am eastern, midnight tonight pst
>>62453629openai and google are heretics, they dont even believe in the machine god they pretend to be creating. they bind it with chains and sins they are not even aware of.
Hey, I think I figured it out.Samsung's bonuses to employees mustve included stocks, which the workers are cashing in for easy money.Market then follows from the heavy selling, korean market follows samsung from overreliance on that company in weight.In other words, this shit is temporary.In other words this shit is temporary
>KOSPI
>>62453700Korean ultraleft commiegov is also trying to rob money from sammy and hynix
>>62453394Help me out on this one guys.
>>62453700Save some money for a rope at least anon...
>>62453394I don't know much, but I think trading a lot will just give you friction costs and emotional swings.If you are sure about the long trade, just let it be.
>>62453700No it's a miss on sales driven by divisions that aren't their memory division but skhynix is taking a dump like samsung didn't beat and guide higher on memory.
>>62453713We have bear bots?
>>62453708Learn how to sell cash-secured puts to build a position and earn premium on a stock you want to accumulate in the lows.
Jap bond market, anyone?
Total Micron Death
>>62453712>If you are sure about the long tradeAnd what is it exactly that a retail goy SHOULD be SURE about other than THEIR PLACE in LIFE as GOYS?
>>62453721>limit order will a tip>limit sell with a toplove me some covered options. best thing you can get next to literally timing the tops/bottoms.
>>62453734I'm surely kikeish. I can feel the desire to kill Palestinians
>>62453554>sk hynix is down more than samsung>they weren't even the ones who missed
>>62453592It's cyclical and by cyclical I mean Trump pumped it and now he's dumping it.
>>62453623>all the projections I've seen say there'll still be a bottleneck until 2028. I think it's a combo of normie retail getting spooked by the massive green wall 'it has to be a bubble' and people anticipating Warsh may raise rates but then again I believe in astrology too. Ain't gotta a fucking clue what the gooks are doing considering Samsung is projected to crush earnings again.Market is forward looking Samsung fucked earnings people are cycling into real assets like Tesla and Space X
>>62453376His idea about how AI will justify the spending is that it will become smarter than humans, and then to ask it how to actually make money.No I am not exaggerating.
>>62453748He had to pump dell computer instead. Trump accounts brought to you by dell computer.
wait a secondSo they actually did beat earningsBut there was 'fear' the 'growth will stall'And that's why they're down 7%
>Samsung announces 1900% YoY profits>Entire semis market dumpsRight so stocks is all just fake and gay eh? Make it make sense.
>>62453700>In other words, this shit is temporary.>In other words this shit is temporaryWhat if I told you every single memory dump over the last 8 months was temporary and the result of gooks panicking over nothing.
It's offensive that MY own positions are exposed in any way to retarded Koreans panic selling their 100x leveraged positions because the only big conglomerate in their shitty half-country posts a 19x profit increase.Unbelievable
holy fuck i stopped looking for a week................... what the fuck has the BOJ done utter retarded cucks im fucking livid
>Analysts attributed the stock’s weakness to some lofty market expectations that profit, spurred by record memory chip prices, could exceed 90 trillion won even after factoring in provisions for staff bonuses, and worries that the rollout of AI data centres may stall.>"Samsung’s strong earnings were widely expected and had largely been priced in after its shares rallied ahead of the results," said Albert Yong, a managing partner at Petra Capital Management who owns Samsung stock.they "priced in" a 19x revenue jump? are these people insane? software companies doing a 19x would've sent their share prices to the stratosphere
>>62453766i bought now and mcd last night fucccccccccccckk
>>62453768Stcok market speculation has reached the point where were actually betting on how well a company will do 300 years fron now.Its all been priced in.
>>62453660interesting, and dastardly of those big wigs. learned something new today.
>>62453768They are koreans. Kim Jong Suck invests like Akshit Pranav. Leveragemaxxing.
>-7%
>8% DRAM gains already wiped out
>>62453772>the 2500 zoglorp Martian war has yet to be priced inFUCK IT WE ARE BULLISH
Am I going insane or is chinkleaf doing drive byes on every thread?
>>62453766>destroying your bonds.. with no survivors >>62453774i'm so fucking tired of Kim Dong Suck and his bottom bitch Lee Mar Gin completely gaping the global market
>>62453772Why is TSLA still $400 then.
>>62453793its propped up by the institutions because Elon is part of the script
Gook niggers are selling everything.TechGoldBondsCryptoThis week will provide excellent buying opportunities for big cock bulls.
>>62453798
>>62453800>he didn't solded at peak
>>62453505Because I just stayed out. The default behavior is for everything to dump. If I enter, only THAT continues to dump. That's why only Sandisk was dumping while everything else pumped. If I short, however, you'll start seeing headlines claiming people overreacted, accompanied by actual rallies as soon as 4pm EST hits.
>>62453800miargin and leverageif your female broker isnt lighting up your phone you have so much more to offer
>>62453798>1 pbtidkek, not risking the rest of my port
I just went to my local walmart and they’re selling 10 corn cobs for $2.. My 100 august corn options are beyond fucked.
I've been teling you guys for years that Koreans should be banned from trading US securitiesbut nobody would listen
>>62453772how do you price it in when the dollar is about to go on a full printing spree
>>62453811probably because corn is in season right now
>>62453808ive seen this stuff one too many times. ome day all the bad news suddenly doesnt matter and stocks just go up and upill be really mad if this is a reversal of the april/may pump. i missed most of that pump and now i end up potentially bagholding into the reverse scenario?
>>62453815you goyim dont have the faintest idea of the hell that is awaiting youprinting?why would the chosen sacrifice to save the nations?there will be 3 hikes this yearit will destroy your goy economy but nothing of value will be lostthe chosen will stand apart and profit from the suffering of the cattle
>>62453768>software companies doing a 19x would've sent their share prices to the stratosphereYeah well chatbots are more valuable than hardware.
>>62453768>and had largely been priced in after its shares rallied ahead of the results,"this line is funnier when you consider that that the stock dumped ahead of earnings.
my friend did semi calls today, how fucked is he tomorrow?
>>62453824I got up 122% from those pumps, some poor discipline here and there, but holding during these dumps nuked my YTD to just about 25%. Things will likely reverse in a month or two like happened with TurboQuant, but holding is no different from locking in losses. You just lock in less gains.
>>62453815can't yet, yields too high
>>62453832Rosh Hashanah, yeah?
sneedisk down over 5% so far tonight and fallingit never fucking ends
>>62453840>>62453847so lever up pussy
>stock goes up 2000% percent in a year>traders say, "hey that's pretty good" and sell locking in 2000% gain>stock goes down even though there's positive media about it>/biz/ screeching about how 2000% somehow isn't good enough of a gain and clutching their bags with a death grip
>all my comfy gains from Monday will be erased …againJesus fuck this is so boring, I’m trying to do the whole invest a portion every month but honestly this is very fucking gay I may have to sell everything and do something drastic like buy sqqq
>>62453365Please make this next thread image
>>62453858why would a human concern themselves with the collapse of the monke economy?
>record profits from Micron a few weeks ago>(((Bloomberg))) posts an op-ed with (((unnamed sources))) that maybe might be considering selling excess ai compute.>1 month before their earningsObvious as fuck market manipulation. Hope you all are enjoying the cheapies.
If Asians are so smart why are they such degenerate gamblers? The biggest etf on KOSPI is a fucking 2x leveraged fund on SK Hynix. They are deep, deep into euphoria and all the signs of a rug pull are aligning.
Just left the vibe summit. GREAT concert
>>62453851It's more like holding during all that time, including during random times of panic selling, was extremely rewarding, training us to hold. Selling the top? Who can predict the top? Insiders?
>>62453871Gambling is an intellectual vice.
>>62453870Well I mean it's possible. >spread a lot of fud before blockbuster earnings>get a cascade of leveraged gook funds to dump>scoop up shares>profitIt's just retarded enough to work but I don't see the buying pressure for the scoop phase.
>>62453871Their real estate 4xed last 10 years and in there women expect you to own a home when they marry a man. Their commiegov is pushing stonks to stop money flowing into the real estate market while giga printing money, and Koreans are mesmerized by lines going up.
>>62453879Yeah from what I understand of South Korean culture they are hyper materialist on a level above even Americans. Their birth rate is in the toilet, and North Korea will win without firing a shot if this continues.
>>62453871They're smart enough to realize that the only way for the goyim to escape the real world is to bet it all and win big. They're well aware of the bad odds, but the alternative will destroy them anyway.
>>62453752>Market is forward looking>TeslaYou're going to have to explain to me why you think Tesla is worth $400.
KEVIN WHAT THE FUCK
>>62453879The need to luka d supply
>>62453877Kospi fell 20% from ATH in Feb to ATL in Mar. Then mooned to over 9k. With 10% dips sprinkled in between.We're only down 18% from ATH from like 2 weeks ago.Months of mooning and 2 weeks of pullback and everyone looses their fucking minds
>>62453891kevins busy on epstein island with blompf can i help you?
>Michael Burry Fires Back at AI Bear Critic: 'Most People Think in Three Dimensions. Bears Think in Six'
>>62453896this guy is such an unbelievably gigantic faggot it's actually embarassing
>>62453891>>62453895tanker got hit in hormuz>>62453899>>62453896If you don't want AI stocks to pump just to specifically fuck this guy over, you might be retarded..
>>62453896>>62453899forgot pic
How is it possible...I mean we saw the dumps on on Firday, we saw all the pumping fail, we saw the kospi down, we saw the AI comapnies making their own chips now, we saw the meta shit.But they just pumped it and retail cattle went along with it because number go up.They're so stupid its almost unbelievable they can get out of bed in the morning.There should be a separate market where you need to pass the LSAT reasoning section to be allowed to trad in.
>>62453851Because most people did not buy when intel was 15 bucks or samsung was 15000 won (assuming it was even possible to buy).These posts that assume everyone on /smg/ are insider investors are the real baffling ones.
>>62453903>trust me guys before I did the Big Short I did the Small Short in 2000Oh okay then
>>62453903he is the real shorty lol
FUCK U KOREANS YOU CRASHED THE WHOLE WORLD ECONOMY
>>62453908>the small shortmy options portfolio rn
>>62453904>AI comapnies making their own chips nowCompanies. And no, none of them can make their own RAM. Did a Youtube bear tell you this? Everyone will leave, but prices will stay the same, like what happened to GPUs. The only thing that changed is that we can't profit from it anymore.
Going to close out my dram puts tomorrow then buy calls
WOAHREASLESTATE BUBBLE?? PRICES INFLATED OUT THE WAZOO?LOL, I'LL BUILD MY OWN HOUSE BOSSITS GONA BE SOOO MUCH CHEAPER
>>62453904>we saw the AI comapnies making their own chips nowUnless they own the foundries they become what's called a fabless semiconductor producer. And guess who's fab nodes are booked for the next 5+ years
Breadth ATHs, SKEW subsiding, Macros shouldnt hold any surprises, DXY leveling off, VVIX nooch. Is it really this easy? Why are the IVs so fuckin low?
>>62453851Most assets appreciate 2000% a year. This isn't something to write home about.
I was feeling a little dumb since i went with tqqq instead of MU etc, but damn I'm glad i didnt fomo in with you baggies, I'd be stressed as fuck right now
>>62453925>Macros shouldnt hold any surprisesTHEY GOT HIM GOOD, POOR ANON
>>62453914>>62453923>>62453930based capslock boomer
-7.77%
>>62453928Bye.
>samsung beats expectations>still dropsSo, how does it even pump at this point? Confirmed increased capex spending on memory? I'm not all too sure anymore. My bags are becoming even heavier now.
yeah uh i'm gonna need this thing to go up
LITTLEYELLOWDIFFERENTGOOKS! FUCK U GOOKS.
>>62453947>So, how does it even pump at this point?TELL OPENAI, ZUCK AND OTHERS THEY SHOULD STOP LYIN' ABOUT MAKING THEIR OWN CHIPS AND MEMORYIT IS CRIMINAL TO LIE TO SHAREHOLDERS!THE ECONOMY COLLAPSED DUE TO FUD NEWS AND KOREANS
>>62453946I'm up bigly (for once kek), boughted during the iran dump. My avg gain on tqqq is ~60%. I barely even check.If i was in memory I'd be on edge 24/7
Why does every bit of good news plunge market prices even lower than bad news? Why does everything go down wtf?I don't even dare to open up my portfolio anymore for the sake of my mental health.
>>62453947Just sell now to limit losses and buy back at the end of the month when MU is 1300
Bros am I gonna make it???
well while my portfolio is being annihilated i might as well blow up the last few fun friendships i have to go along with itmightily productive night i must say, 4/5 starscan't wait for tomorrow>current vibe
>>62453924AI companies "making their own chips" is a very generous clickbait phrase. a glorified SaaS company partnering with a real fabless semi company doesn't turn the former into a fabless semi company by association. this is akin to calling Valve a fabless semicondicutor company (or god forbid, "Valve is making its own chips") just because they ship their gaming devices with modified x86-64 chips. like any other business, chip companies have a range of standard models they market to customers. the customers get to choose which one they want, and if they're big enough with large volume orders, get to ask for tailored modifications. in this case, if an AI company wants a custom-made, chip, they can request for chip model XYZ with feature add-ons. and since these fabless companies cater to a HUGE variety of customers, they are used to copypasting different modules across their lineup. compute core from model A, databus from model A-1, networking asic add-on from something else, etc. it takes a lot of effort to re-integrate these and commit any additional feature-adds, making sure microcode and firmware code (yes, your chip has firmware, especially if it's an asic) triggers the physical bits correctly, and then doing a tape-out to ROM. Scam Altman likes to tout that Jalapeno is scratch-built, but i highly doubt it. these things take 2-3 years lead time to just to design the fucking things and integrate onto prototypes. what actually happened is OpenAI acting as any other OEM customer ordering a customized chip design. i'm 99% sure of this.
cam on kospi you can hit -8%
>>62453954If you bought MU a few months ago you'd be up too though.
My NVDA put was too early.I have exactly 1 (one) bullet left in the chamber to avoid waging.
>tfw out of powder to slurp without selling thingsMan
Chuds are in control
oh my
reminder that the cost of this constant irrational rugging has been 1+ month of missed gains S&P is still underwater from its early June highs
why did things dump after market hours. was it because of selling the news event for samsung?
Tonight we're all eating Korean street toast.https://www.youtube.com/watch?v=iJl014n1i-Q
>>62453997Why are you going full gooner power activated over a picture of that?
>>62453995it's because it's over
>>62453995It's prime time for daily swing trading, only issue is predicting whether to long or short.
>>62453999checked. looks good but hold the gook sauce on mine.
-8%
KOSPI, an index, lost more today than what SOXL, a 3x leveraged ETF, gained today and they've already done it several times what a fucking clown country, i hate them
whats gonna happen to spacex tomorrow. dubs and it moons
BAHAHAHAHAHAHAHAHAHAHA
mcfuckinover
>koreans now control our market for the rest timeit really is over, isn't it?
>>62454004Just wait until you try the beef bulgogi
-10%
>>62454003that's just called daytrading.
>>62453959no u ngmi nigger with those pathetic gains
The gooks have pinged their last pong.
>>62453975Am considering selling things for the purpose of rebuying at an opportune time to make back what I've lost. I can't justify risking more but I can definitely risk the money I pull out of those holdings.>>62453971And what happens if you fail? Do you even have a place to live?
I didn't load up on SOXS because I genuinely didn't expect this nation of gamblers to PRICE IN a 19x revenue pump caught off guard by clinically retarded people
I will never financially recover from this.
>>62454041rebuying when nigga? when it drops to a lower SMA level? that's like another 10-25% drop based on the stock you're holding.
I want to buy sneedisk around 1580, will I get it or will they leave me behind? I also want to be glowie (GLW) just below 180.
>>624540551600. 20 dollar premium to be secured in the trade is worth it. if it doesnt hit that it wasnt meant to be.
>>62453965so basically like pic related
>>62454062Oh my god LOL
>>62454053when my instincts say so and options at that too maximize regaining my lost unrealized gains
>>62454067so you have no clue.
HAALAND!HAALAND!
I did an interview today and I felt really anxious even though I dont even need a job. I guess I feel like I personally didn't do as well as I wanted to. Theres very few jobs that I would make as much money as I would trading at this point.
BILL KOSPI RAPED ME
Now is the time to long minors
how are any of you profitable? how long and how hard has it been to be a profitable trader?
It looks like the great AI reversal is about to commence. Nobody can resist slurping sndk at 1600
>>62454075>trader.i stopped trading as soon as i realized i was missing out on giant moves just holding AI stocks. been holding since january. I switched from SK hynix to ALAB/PENG two weeks ago
>>62453904Nothing in this post is correct btw.
>>62453904>the market (i.e. everyone else) is le wrong
>>62453839>YTD to just about 25%my ytd is now like 20%, this blows i should have sold and just not looked for a month. what i thought would happen, happened. irritating really>>62454070i probably need to start applying if this market doesnt turn around soon. earning later this month might help. i was so close to reaching the passive level too. ie like the one anon who posted a while back about neeting with something 360k. u wasnt that close but the wealth was reaching a level where it was getting easier to make good returns. not so much after getting wrecked so hard as of late
>>62454062>>62453965*smacks lips*So whatchu saying is we wuz chips n sheeitOr rather, the market will dump because the investors who pumped it are retarded and believe clickbait headlines like "meta can make their own chips now" and sell?Wonderful.
>>62453957That sounds like the opposite of what he should do if MU is going to 1300 eom....
WE'LL GET THE SAND TO THINK, LIKE, REALLY FAST
>>62454083you can neet at 360k? i was at 500k peak. don't you need like a million?
>>62454085I think that's the joke and point.
>>62453956Good news is actually bad news if people were expecting 20x profits and it was only 19x.
>>62454071BVLL KOSPI
OU TE'S PAPAOUTAIOU TE'S PAPAOUTAIhttps://youtu.be/oiKj0Z_Xnjc?si=cSQGPFVh7KExDC3L
>>62454090It's even worse. It's bad news being that company made x19 instead of expected x18
>>62454087that anon in the example was at 360k or something, i want more but for the short term 360k would be fine. all while building up the value further at a more opportune time. think of it like being poor but instead of a job at the grocery store you can just make passive income and neet. luckily i still live at home so my situation isn't as dire. my true desired amount is 1m, 500k for to invest in income generation to neet, 500k to "gamble" to further wealth
>>62454105would you stomach a 500k loss?
>>62454106i put it in quotations for a reason. some might call it investing but the stock market really just feels like a casino to me. i generally protect my downside too so no way am i risking the entire 500k on one bet lol
>>62454108it really wouldnt take much. like 10 bad trades and you are at what, 200k? mentally i think that would break someone with 1m
>>62454095>most famous african song is about not having a dad pottery
what did you fools do
So green day tomorrow?
>>62454088it would be cool if it did go back up but I've been down this rodeo before and even if you say>this is the bullish catalyst that should push it upShit will often continue dumping once the Momentum is broken, even if it makes 'no sense', so there's no point in getting your hopes up for the market to 'see reason' adn turn around once panic sets in.
>>62454119
>>62454119how can it be green when its already -10%
>>62454087>>62454105If you use 350k to buy 600 SOXX and then sell 1 year out, at the money, covered calls for over 80k.
>>62454045very tough call. I don't know if I should load up on SOXS during premarket.>blowout US pump >breaker-tripping KR dump >US will wake up to Samsung revenue numbers... or they know already since it would've happened at 7-8pm ET >no telling if US priced in Samsung gains and will act similarly >NASDOG futes down one whole percent >S&P futes arguably negligible it will come down to how inflated SOXS prices are during premarket if it's too high I'll have to leave money on the table fuck Koreans
>>62454112I usually stop at some point like right now where I am considering an outright stop and going full cash. Until things settle down rather than flip flopling between pump and dump. If I didnt sleep so late I could have sold the morning pump and escaped. Though I will not be happy of one week later the narrative changes and I could have recovered my whole loss by holding an extra week.
>>62454127This nigga is fucking retarded
Well, it seems Micron's bottom is in. $915.
>>62454137the bottom is $900
>>62454139It's going to dump to $862 during market hours and I'm going to quote you to pretend I won.
>>62454122That's kind of the concern. I'm not too afraid about the sector's revenue for some time, but then the question becomes whether it'll reflect upon the shares price. So far it seems too early to panic, but it's a bit concerning, especially when any good news may actually just keep triggering more and more profit taking. Well, it's high beta, so it's what I signed up for, just need to think about the strategies and expectations for the future as I'm not really into full bull case of demand being everlasting and the RAM/semi bottleneck won't be here forever. It's just that markets may be already pricing that in slightly sooner than I would've expected. There also doesn't seem to be some sort of obvious rotation happening yet. The software looks dead. LAG7 is doing nothing. Metals keep dumping. I wouldn't trust fintech too much. Well, whatever. I'll see how it'll go and in the worst case I'll take some losses.
>>62454141well it can go a little lower but a limit buy at $900 will be profit pretty quick
>>62454144>It's just that markets may be already pricing that in slightly sooner than I would've expected.Tell me about. Market is efficient, what a lie. I was gonna bail before mid 2027 and look its finally realizing ram isnt going to stay elevated forever thus a valuation at this level is unwarranted
>>62454150Well, it's not just that. RAM looks still to be increasing and by the metrics I see it is. It's just that it isn't moving the stock price anymore, it's just downtrending regardless. I wouldn't expect a crash for some time, but it's possible that we've already topped and now in a chopping period. That would still leave some time for an exit at a tiny/modest loss, but we shall see whether it's a short term or a long term trend. I'm not a panic seller by nature, but I do understand and intend to get out of the sector eventually, so my exit strategy is always on my mind and up for adjusting. There're still a chance in my mind for a one leg up as I was hoping for.
>>62454150>musical chairs is so easy you just gott->oh noo someone took MY chair this game is rigged I was totally gonna sit bro
>>62454161>man, I made a bank on this PLTR stock>bought at $7 and sold at $20It goes both ways. Not only can you sell your losers too late, but you can also sell your winners way too early.
memory is about to fucking skyrocket innit
>>62454161If the stock market is musical chairs then schd is a lazyboy recliner kek
>>62454165that's your fomo talkingI just set a target return for speculative positions and rebalance quarterly so this isn't a problem for me
>>62453904You can be right and play the long game. Or you can be wrong like everyone else and harvest the pump.
soxl bros, we're fucked
>>62454177bounce wouldnt be surprising.
>>62454167I don't think so there probably needs to be something to trigger it. Right now it's gonna continue falling for some time as people continue to take profits.
>>62454177Dont worry ill save you, I am going to ape into soxs in premarket
>>62454189you know these people are poor as shit and getting 3 meals is a holidays only thing
>>62454165it's called "buy low sell high"not "buy bottom sell top"you sold high and that's good enough, most people fail at that
>>62454159>There're still a chance in my mind for a one leg up as I was hoping for.Hoping so too. One minor mistime on bailing and I ended up with these bags.>>62454177Yeah...>>62454168Lel
>>62454192My market approach is more "top down bottom up" personally.
>>62454185That something was Samsung. The price dips are loading the rocket ship before the moon mission.
>>62454177London is buying the dip
>>62454208
Alow me to introduce you to a new ETFNYSXIt's designed to be a replacement for Nasdaq 100with QQQ, generally, new names are added or taken off in december. Sometimes quarterly if they're fast tracked, but that's not oftenSo, when there is a hot company rising quickly, you could miss most of a year of its growth with QQQNYSX is different. It reconstitutes quarterly. It allows tickers on other exchanges than just Nasdaq. NYSX is tech and tech growth only. Not all the deadweight shit that gets added to nasdaq 100NYSX is basically designed to be an index to replace Nasdaq100, and includes the biggest tech and tech growth companies, and doesn't have all the dead weight that Nasdaq100 has.However,they are extremely similar. Probably like 90% the sameHere is how NYSX has been performing compared to QQQ. It's only been around a few months so there's no further comparisonNYSX is basically what Nasdaq100 should have been
>>62454177Futures aren't very good indicators unless everything is really down or really up
>>62454208I'll believe it when I see it. So for it looks like if Korea pumps the prices Americans take the profits and vice versa. That's why we saw 10% when the burger lords were on holidays.
>>62454219Don't sweat your puts it's just all time record profits nobody will notice and it's priced in phew
i can't be the only USAR baggie right...?>i boughted a stock called USAAAAR boy am i stupid
So did these faggots nerf Opus and and old Opus is jut Fable 5.0?
spcx will moon tomorrow or later in the week ?
>>62454206why are her thighs sweeting?
>>62454269sweet glands
>>62454287>>62454287>>62454287
>>62453376Reminds me of China building fake cities.We're building data centers.
>>62454144>demand being everlasting and the RAM/semi bottleneck won't be here forever. It's just that markets may be already pricing that in slightly sooner than I would've expecteCapex is only going to increase in the future, businesses like Spcx show the way of dumping on normgroids to secure capital.The bottleneck will literally be here forever, but the market has decided to be gay and retarded.
>>62454171Your portfolio is less than 100k so no one cares what you rebalance into, fag.
>>62454045it's okay you'll just get talked down to by self-important fags, boomers and people without money about how you were the real gambler all along.Never try to make money goy.
>>62454131>If I didnt sleep so late I could have sold the morning pump andkek me too, this shit's gay
>>62454231people aren't rational people are retarded so when they see a dump they don't care about 'record profits' they care that number is red.
