350k koreans liquidated, 1.2mil koreans near liquidation 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-ratesPrevious thread>>62484652
> futures
Damn, them orientals love to gamble.
>>62486815Bill is a cool guy. I hope he gets pardoned
>>62486808Jesus.
>>62486815Funny thing is this Bill Hwang guy was a devout christian and donated lots of money to church charity, while also being 10x leveraged ultra greedy.
Memory gonna get gigaraped again tomorrow.
I think there will be a sell of no matter what happens to tmsc's er tomorrow
>>62486822He was playing with his own money too, right? What a fucking baller
>>62486822Jesus said unto them: >1x cash are you fuckin pussies?
I am still bagholding SNXX>neverending red editionthank you for your attention to this matter
>>62486841CRAK, DFEN and WEN
>>62486841Short term treasuries until the midterms are over
>>62486841weapons
>>62486841Short oil
Posted as the other thread died. An Anon about 2 or so years ago recommended I buy EIX (Edison) as their stock was very low after getting blamed for the California fires, so I bought a good amount and the stock is now almost at the pre-fire levels.But with AI and the power usage it requires, should I hold on even longer or just sell now? It's the second highest it has ever been and having some extra money would be nice.(Special thank you to the Anon who said to buy it, you really helped me out).
>>62486848Lead is a precious metal too.https://ammoseek.com/
If the ice caps are melting, wouldnt ai boiling water be a good thing?
>>62486860No because AI bad
koreans got a reputation for loving to gamble but this is ridiculous
>>62486814tsmc should do good earning
hold on, green semi pump tomorrow?
no hes coping
>>62486827he look like a gook jew
>>62486855My answer every time is if you're happy with the gains and don't know what to do then take the bag
Need It to dump but not crash I didn't buy enough puts
if it hits -7% again does that mean another circuit breaker
>>62486826It was the brokers money
>>62486882Yeah but the initial funding was his own not investors
so what, just because a country raises it's interest rates that means that stock market is bricked for however many years until they get lowered again?
>>62486882It was his family office kek
>>62486897Yea but UBS was putting up the money for his insane leverage
Yesternight korea was green and we woke up blood red, my prediction is green tomorrow into nigger friday
>> 62486855What else could you buy that has the same risk/reward as a utility stock?What % of your portfolio is it?Unless there is another fire, what is the downside in holding it?
>>62486885>>62486897UBS still lost money on him being his broker
>>62486808damn, ice cold. Stay safe out there my little gook friends.
>SKHY under 170Scrumptious.
This might be a shill as i lost to fomo and bought BAM but anyways.BAM is basically a fund company for big players like pension funds.It invests other peoples money and earns fees, like blackrock.Its asset-light, with 4.2% divvies,and its debt to equity is 27%.All of its debts are non-recourse debts, meaning if their smaller business parts fail they can just hand the business which they invested in with other peoples money and walk away without paying from their other assets.The company has Howard Marks, one of hidden Warren Buffett level investors(and Buffett himself said he always reads Marks' texts when he publishes them) who earned like 19% mainly with BONDS,predicting Japanese crash, dot com crash and lehman crisis, tariff bottom, always slurping the bottom.He is basically opposite of bag holder and has very good sense of risk.BAM is invested in ports, energy, datacenter lands and buildings, infrastructures and 95% of people who invest in them are long term holders or perpetual money.Ordinary people are against datacenters so their datacenter IAAS business value will skyrocket.The company seems to good to be true.Any thoughts?
>>62486855That was a good tip. It had been totally oversold on that bad news. Hadn’t heard of that. I will say it looks as though it’s about to breakout to the upside, however. You may want to hang on a little longer. It is a bull market, you know.
>>62486826>>62486882He got access to swaps that only big inside institutions get access to and leveraged with those. He put his brokerage out of business
>>62486918Any particular reason it would be ramping up? I'm not too sure what they've been doing to cause a resurge beyond just returning to a stable stock price after being cleared of the fire.I'd also love to get a few more tips since I've been out of things for a while. I got lost in work and wasn't able to invest much over the last year.
>>62486922Credit Suisse was going under with or without him.
>>62486924he is very jewwww
I'm still up from a super low entry on space stocks like rklb and lunr. Obv should have sold a month ago, but any reason to think these recover vs just selling?Also have lumn (meme stocks I know) that I'm up a bunch but quickly falling.
thought on DRAM going to 40?
>>62486931Buy RAM (Roundhill 2x DRAM)
>hi, market makers? yes, i'd like to request another 15% drop in sneedisk tomorrow, thanks
>>62486923Markets overreact to the downside and overreact to the upside. The stock was caught up in some emotionally-ridden bullshit blame game news media and you were in the right place at the right time to catch it for the rebound. It looks good to 85. That’s about as good as anything looks right now. Be thankful you’re in the money and not losing your ass over the tech meltdown unfolding.
tsm earnings call in ~ 2 hours, right?
>>62486401:S Ogey so I buy puts instead to salvage my portfolio?>>62486802But semi's have been doing terrible for so long now. Surely that chip maker didn't have that much influence, did it?
>buy semis at bottom after Korean dump during pre-market>sell at 9:30 before open>short or long depending on sentiment>sell at end of day before Korean opens>short semis (most of the time)>repeatthis HAS to be fixed at some point, it's too easy
>>62486923Are you new to trading? What % weight this is?
>>62486939>The stock was caught up in some emotionally-ridden bullshit blame game news media and you were in the right place at the right time to catch it for the rebound. It looks good to 85.Thanks man, that was my thinking too. I bought into a few other companies that were caught up in bad news of my own accord and they also went well, but I feel like I've lost my touch from being out of things for the last year and I don't know what stocks to look at anymore. >Be thankful you’re in the money and not losing your ass over the tech meltdown unfolding.I'm down in some areas here and there. I'm pretty heavy into MVST (which I bought for $1.20 a long time ago) and it's currently under $1 after managing to hit $5 a while ago. I think I'm fucked on that one, I don't know. I also have a decent amount of NVDA I bought when it was under $80 and that's sitting at about $200 last I checked.
>>62486940Yeah
>>62486953chink taiwan time
This shit aint gonna pump theres a war going on
>>62486955the chinksmc will safu the market tomorrow nigger
>>62486955a war for my heartgn
>>62486952Microvast? How do you even find this stuff? Yeah that one looks fucked but may pop to $2 sometime. I’d get out if the opportunity presents itself. What other companies were caught up in bad news? About to go to sleep, have a good one anon.
>>62486841dogecoin
>>62486959gn babeDon't let the bedbugs bite
>>62486855Id keep it just to get paid dividends from all the niggers who moved to california and ruined it
>>62486961>Microvast? How do you even find this stuff? Yeah that one looks fucked but may pop to $2 sometime.I was looking at who would be a good provider for all the AI shit that was coming (so Intel, NVDA and MVST). I've read often that MVST still looks good and analysts still put it as being highly likel to ramp up in the future, but I just don't know, their share prices really ate shit once the war started up. Same as a few other AI related companies I went into.For a little while MVST was looking like I'd be able to get a house when it was at that $5 zone.
>>62486924Yup. There was some interesting notes CS made in their departing media presser that should have raised some eyebrows regarding 2021 and retail trading not abiding by normal investing tactics anymore. Worth a listen…> https://m.youtube.com/watch?feature=shared&v=t7MacliPkKA
>>62486961no chinky nigger plz
>SKHY under 169Come on out baggies. Let me laugh at you for not learning from spcx
>>62486940They already put out their pre-earnings which will be the same as their earnings
>>62486980not the same niggerthe real show is about to begin nigger
>earnings while KOSPI is going through its 2nd circuit breaker
>>62486834I believe, friend.
>>62486980guidance is what will matterthat we don't know
>>62486992do u believe mu will be green after chinksmc earning ?
>>62486979I got in at 170, but I wouldn't compare an established company like that to spacex. Either way I'm holding just like I did AMD. Time will tell what happens.
>>62487007NO BRO ITS GONNA GO DOWN ANOTHER 8%
>>62487008the chinksmc will safu the market in two hours nigger
HGRAF conference call in 8 hours.https://event.choruscall.com/mediaframe/webcast.html?webcastid=AoMnRHvj
they're crashing out
>>62487012no it won't niggermu is safu by the chinksmc niggermuricans backstab the gooks but suck chink dicks
Only 1.2 milion Koreans margin calledthere should have been more.The population of Korea is only 50 millionover 2% of the total population of Korea got margin called lol
>>62487016nobody cares nigger
Semis are done. Whats next? Value stocks? Software? Looking at CRWD
>>62487015Yeah and AMD was known as money destroyer for years.
Predictions on TSM earnings tomorrow and its effect on the market?
>>62487029pump nigger
>>62487026Ive bet on CROs. Going to be a huge testing bottleneck from AI drugs and biotech. Maybe robots. Also just feeling AI in general. Tim Ferris had some 70 rold dude who worked for the economist who just wtote a book on AI. Crazy listen as its not a tech or finince bro, just a boring old British Econ professor but shits about to get real.
>>62487026Google calls are going to print
>tfw it’s time for your mandatory 30minute masturbation break
>>62487026Banking
>>62487026gorilla diapers
>SKYH UNDER 168WE GOING TO ZERO BOYS
OH FUCK ITS DIPPING HARD
>>62487034Yea, I decided on my walk to buy some. Supposedly it costs Anthropic 56$ to do a million tokens, Google 1$, plus its integrated with everything. Its the dumbest right now but at 1/56th the price? Meta and Gemini should win in the end for normies.
>>62487041believe in the chinks niggerit will safu the market nigger
ASTS sisters, its over
>>62487043Google calls will print because the valuation of Anthropic went from $380 billion to $965 billion, last quarter, the valuation of Anthropic was almost half of Google's "profit" in q1, Google also delayed their $40 billion contribution during the latest funding round so it doesn't show up this quarter, the $10 billion investment they made in q1 and delayed will show up this quarter, all that money is being spent on Google's cloud so their cloud revenue will be up massively due to circular financing
>>62487047Friend begged me to buy ASTS at $7, some Anon here begged me to buy GME at $8. Sometimes niggas know.
>>62487050Clever. Good luck!I dont know how to buy options : (I was just going to buy a 100k tommorow in the retirement account.
Paypalbros we are ok?
>>62487044>believe in the chinksActual retard here. Gooks are degenerate gamblers who are so over leveraged they cannot fathom the idea of holding.
>>62487020>The population of Korea is only 50 million>over 2% of the total population of Korea got margin called lolGOOD
>kospi near its bottom againI do get corrections, but this seems a bit too much. It feels more like some technical fuckery of the leverage being pulled out. I wouldn't be shocked if after bottoming it'll start mooning again, but I ain't putting my money on it just yet, who the fuck knows where's the bottom in here?
It's a nig eat jew world
>>62487077Read OP's text. It's horrifying.
>>62487080Racism is wrong.
Korea is cannot succeed. They are meant to be slaves and are just returning to their mean
ARGENTINA QUIERO VERTE BICAMPEÓN
>>62486808Load in the Korea FUD
>>62487085Fuck niggers, fuck Reform Jews, fuck cholos, and fuck you.
>>62487081I did so, which makes me think that it's currently potentially overcorrected, but it may still keep dropping.
>>62487091some guy posted Argentina wins 2-1 on smg last night it's all rigged even you reading this post
>>62487097BASED
>>62487091Diving cunts
>>62486955Should oil pump now that there is a blockade again? Or not, because I keep reading that demand is dropping?Not sure whom to believe.
Koreans are fleeing into China stocks and China chads are RISING
>>62487104WHOA. NO WAY. THAT DUDE MUST BE A GENIUS.
>>62487107YES BUT ENOUGH ABOUT SWITZERLAND, DID YOU SEE TODAY'S MATCH?
>>62487099It's a volatile industry. Currently the American economy is propped up by AI, which is propped up by semis/chips, which is also propping up the rest of the world. If two or more of these things implodes then we go into a recession. Which is why you see money just rotating back and forth between tech and chips resulting in these huge swings. Like look at this stock. It gets shilled as some golden goose here, but it's still bigly down from ATH around the time chips were taking off.
>>62487109I wondered why my Chinese Sex Bot stock Ubtech was up 11% in two days.
What are the chances that China stocks being shit for years was caused by overleveraged koreans shorting them and now they are going to absolutely explode? Are you riding the dragon, /smg/?
>>62487121buy CWEB ?
>>62487121Koreans can access Chinese stocks?
chud summer
>>62487036do nofap, lad
>>62487133He must live in Sweden
TSMC EPS $4.31 vs $3.77 est, sales $40.2B vs $39.76B est
>>62487116Well, yeah, due to previous high cyclicality and market being forward looking I understand why so many would be trigger happy on selling, but it's just selling on good news and selling on bad news and recently I've only seen good news for chips.I guess I need to wait for earnings and hope for the flip and leg up again, which I don't mind that much, but I'm not slightly concerned that any upside won't reflect on the stock price all that much.So while I may be correct about the increasing profitability of the sector, there won't be much gained from it. Well, at least there shouldn't be all that much loss, but it'd be slightly frustrating either way.
I've been using Ubuntu for less than a month and I'm surprised by how user friendly it is and how everything just werks, even my games. It's frankly easier than Windows to do whatever I want. What's even the point of Microsoft anymore?
>>62487142Azure cloud services.
>>62487108Once theres a ceasefire all hell be will let loose
>>62487142idk how many times I need some random ass obscure program that only runs on windows and that will never change
>>62487142uhhh windows can run league of legends and the mandatory spyware that comes bundled with it
im up on my MSFT leaps.I could sell for a quick 1k but eh. These small wins are not satisfying enough. I’ll never grow from 100k to 500k at this rate
TSMC will have a record breaking earning and dump like crazy
>>62487151you need to make an avg of 38% gains/yr for 5yrs to 5x $100k
>>62487154Looks like the most likely scenario.
TSMC SAVE THE MARKET PLEASE
>TSMC, the world's largest contract chipmaker, posted a 77% jump in second-quarter net profit on Thursday, beating market forecasts and hitting a record
>>62487163Not even chinks can stop the gooks from triggering the circuit breakers.
ITS DUMPING OH FUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUUCK
So how hard is the market going to DUMP after TSMC's stellar earnings report tomorrow morning?
>>62487164>sales only 1.1% above expectations
>>62487168Isn't their earnings report happening right about naow?
>>62487170preparing for launch
>>62487176Yeah, should be starting now.
>>62487167SP500 is never crashing is it. Fuck
>>62487176The call just started
>HAHAHAHA AI IS DEAD I TOLD YOU>pumps>bears run>HAHAHAHA SO MUCH FOR AI BEING DEAD>dumps>repeat>>62487142If you have a GPU without raytracing acceleration, then yes. Switch immediately. Those RADV drivers are the only way to emulate it. But otherwise,https://www.youtube.com/watch?v=hyee8mBUrTohttps://www.youtube.com/watch?v=fAXAP_cfmf0Still really low performance despite the bloat on Windows.
welllllp it's over have a life
Fuck, we're dumping... what is the report bad or is this just more faggotry?
>Rheinmetal https://youtu.be/TADp9LnTOxk?is
ITS DUMPING>ITS DUMPINGITS DUMPING>ITS DUMPINGITS DUMPING>ITS DUMPINGITS DUMPING>ITS DUMPING
Related to SK stocks: Newest demo on steam
Bread theme: the end of memory edition https://www.youtube.com/watch?v=ToBQY630PZE
>>62487193>>62487190Ok well actually nothing is moving. Is the report over? Seems like everybody is happy with the pre earnings dumps?
>>62487190capex is too high everything else is stellar
>>62487212bro this sub cant even differentiate the difference between semi conductors and memory anymore
ELIR why SpaceX's float being 4% matters
>>62487215K, well capex means future growth so AI is BACK baby. To the MOON!
>futureson what news?!?!
>>62487219
There is nothing that can pump semis/memory anymore. The trade is over, it's just crabbing/sliding down until the next cycle.
>>62487218Memory uhmm... is semiconductors, so I guess if you're referring to yourself then ya.
>>62487220yes but spending more than expected is less profit short term
>>62487212Profits are up I don't see any dumping yet. Trolls I'm guessing...
>>62487226CPUs and GPUs are semis but not memories i think
>>62487229Think again
>>62487223These dumb niggers pumped it too fast, I fucking told you. NDX will crab for 2 years now.
>>62487229ur right bro, dont let him gaslight you otherwise
>>62487223How is this a cycle if there is no end in sight and all the big players say shit is going into 2030 and beyond? Makes 0 sense... if anything it is a super cycle. I'm emotionally invested but it doesn't make sense either way. With earnings the way they are I see a definite possibility of further mooning. At the very least I don't see how most of the main AI sector stuff could dump that much further. Of course markets can be irrational and it did pump crazy fast
tsmc investing $100bn in us
>>62487233Sndk and MU are literally and figuratively semiconductor stocks.
how retarded would I be to sell some TSMC right now ?
>>62487229Yes they are. Memory is a semi conductor.The distinction in terminology is that CPUs are logic semiconductor and memory is storage semiconductors.
>>62487036im a NEET thats considering getting back into the workplace, do they give you unpaid masturbation breaks? serious question i don't think i could make it otherwise it's been so long my body has adapted to a certain schedule
>>62487242Most earnings dumps and pumps I've seen (not a ton) are much more dramatic than this. It's like everybody is confused. Too much bullish micro and bearish macro I think.
>>62487248I was waiting for this earnings call to trim off some of my shares, wondering if its worth the stress of waiting to see what monkeys do hearing things are going great (seems like this is bad news these days?)
>>62487219it's a hype stock...governance issues out the assthe float is just how much liquidity they think they can rugpull from the overall market because not enough people in the world are retarded enough to buy it at these valuationsbigger retard theory in full swing with this stock
Shill me ONE ticker to buy tomorrow that can do +10% within a week.
>>62487222The thing is, we won't have stock market crashes anymore. Because the elite will just infinite amounts of money to keep everything pumped
>>62487258SP1 never fails
Railways, Dot Com were stock bubbles, but they really were useful and life changing technologies.Will AI actually be like that?
>>62487264Imagine how much better work will become in every company when they replace middle management with AI
>>62487266That seems more relevant to those BS jobs, less so for productive industries.
>>62487264It's all about money m8revenue predicted dotcom crashCisco from an '01 earnings reportfrom +$2.7bn -> -$1bnwe're not seeing losses with chipswe're not even seeing downturns
>>62487245Wouldn't know, mine are paid.
it's not like semis won't rebound but I think the fear is that ATHs are behind us and we'll just crab lower and lower each time dragging the entire market down with them until the eventual rate hike marks the bottomy'all niggas finna sell the next pump or ride it out like a real one?
>>62487269Losses are not in chips. Losses are in datacenters.
>>62487283Picks and shovels sellers are winning.
>>62487285obviously this will continue when the shovel buyers are bleeding out right?..
>>62487283Yes however those companies make boatloads of cash on their products. They can afford it.
>>62487286Eventually they have to stop. Or turn profit.
>>62487288Cash flow going negative, bond market is cooling extremely fast to new hyperscaler debt now. The end is in sight.
>>62487293my god you're stupid
>>62487293I dont see how one wont bring down the other anon ?
>>62487296not an argument
it’s truly over. I will never be happy. I’m allowed to get close only to have it ripped from me. This is my existence. I hurt so bad
>LiveSquawk>@LiveSquawk>S.Korea To Temporarily Halt New Single Stock Leveraged ETFs – YNA
>>62487301Semis will go "down" but they won't go bankrupt. The question is whether any semis themselves have overinvested in capex, but they've been extremely conservative. They're still building new capacity but the bubble has wiped out their previous debt, semis will be extremely healthy going forward.
>>62487304why now? i sold everything yesterday. bottom is in fml
>>62487302companies that are printing money every quarter don't hinge on free cash flow, they're literal money printers. Amazon, google, etc don't depend on impressive free cash flow numbers. They spend on shit like ai to improve their product which is what ultimately keeps them printing.
>kospi halted>tsm beat expectations with almost no signs of weaknessWorst case scenario. Dunno who will rule the day tomorrow. I want the farce that institutions will support the 50 day on sox to end they're baiting retail.
Oh, man. SOXS better not crab on me the moment I enter. My neetdom requires these daily 10% gains.
>>62487315Where are they going to get the cash for continued increasing capex if their cash flow is negative and the bond markets refuse further financing?Where are the returns? Corporate clients are already crying about token costs.
It’s ogre
I look at shit and piss 500 and these past two or so months were just a crab.It's crab.
>>62487341They get cash from their products which are literally money printers
>>62487355What part of negative free cash flow do you not understand
kospi general>>62487352
>>62487357is the negative free cash flow in the room with us now?
>>62487343Indeed!But for whom?It is the foreigners (us) dumping.Where do you think that money is going to go?Into bonds? (Kek)To sit in cash while the printer is on?It will push the American markets to new highs.
>>62487362Yes >>62487283
Who here has used GPT 5.6Sol and Claude Mythos or Fable?They're basically super human. All the people that talked about a world where there's AIs that vastly exceed human capabilities were right. It's actually happening.
>>62487364that chart is predicting with not a single fact to back it up
Using LLMs as a Civil Engineer is interesting because it always sides with the bureaucrat, since it doesn´t actually know how things work in the real world as it is trained on the bureaucracy and textual analysis. This confirms that government workers are basically AI.
KEK SEMIS
>>62487365>They're basically super humanTry asking them for a movie or game rec based on your own tastes.Watch them totally misunderstand and make recs a human would never fuck up.>uh i really liked Mushi-Shi for that wandering low key vibe.>fable: oh you would [just lists off seinen anime that are popular on reddit using the most basic categorization possible]>GPT: duuuuu how about naruto!?They are not superhuman, they're reddit engines.
>>62487347No shitYou could have made money on CCs anon
>>62487365I have. They suck. They rock. AI is at the point where if you know what you're doing as a tech janitor and you can describe what you want from it very clearly, you can massage it until it gives you something that works.The minute I ask it to do something I know is possible but is out of my historic discipline (ie I don't know it well enough to ask the questions like I'm making a wish to a vindictive Genie that's going to fuck me with malicious compliance if I mess up my ask) they fall on their face. I use glm-5.2 to do word math problems since I retired from tech years ago. Mostly stonks stuff. It can crunch numbers reliably now, again, provided you ask carefully.
>>62487369> Oracle is a company that currently makes around $64 billion in annual revenue, and had free cash flow of negative $24.7 billion in its last quarter. It raised $18 billion in bonds in September 2025, $25 billion in bonds in February 2026, it did a $20 billion at-the-market share sale sometime in March, and despite it being called “closed” for months, only appears to have recently closed its $38 billion in project financing for Stargate Wisconsin and Shackelford. I’m also including the $14 billion in data center debt related to Stargate Michigan.> OpenAI would have to accelerate at a rate that would genuinely defy the laws of finance. It would have to 10x its revenues, likely massively increase its headcount, find a massive amount of new funding every single year, and somehow navigate its plans to burn over $850 billion in the process…oh, and also become cash flow positive in less than four years.
the inside of my brain is best described by the sonic spinball options theme on loopWhat is a good investment for me
>>62487390>and had free cash flow of negative $24.7 billion in its last quarter.holy shit
>>62487379I'm using AI to build quantitative ML models, not for anime recommendations.
why is everything shitting the bed rn ?
>>62487397>>62487379quant models, and qubit random generators, that take raw qubits and run them through cryptographic algorithms.
>>62487390m8 you're super retarded the negative free cash flow is an expense from building out. building out itself is inherently bullish.
>>62487399Iran War
Spacex...whateva happened there?
>>62487402You can say that until the cows come home but the companies in the middle of net trillions of build-out right now are falling off a cliff in their valuations.The only thing that's true is that someone has to be right and someone has to be wrong. The semi/datacenter guys spending trillions on increased capacity are either going to make beaucoup bucks or they're going to be bankrupt when spend evaporates because the ROI is too little too late for the AI guys of the world.
>>62487402> Oracle is insufficiently-capitalized to finish Stargate Abilene. It will need at least another $150 billion to get this done, and that’s assuming that other partners pick up about $30 billion in costs.> an audacious bet by JPMorgan Chase & Co. and Mitsubishi UFJ Financial Group: Taking on a record-shattering $38 billion loan package backing new Oracle Corp. data center projects in Texas and Wisconsin.> Months later — and after more than two dozen banks and other investors joined to share the risk — they’re nearly done, according to people familiar with the matter. Some of the lenders are still looking to offload less than $1 billion, said one of the people, who asked not to be identified because the information is private.
>>62487362You are an idiot
>>62486822>>62486815>>62486827I just looked this guy up again, and I honestly can't believe he got EIGHTEEN FUCKING YEARS.I say this as someone who was pissed when I found out my portfolio was "choppy" for a few weeks because of his actions.I remember around the time reading about him, and after learning about him, I actually felt kind of sorry for him.Humble, lived modestly, was religious, and leveraged to the hilt because god told him to...Now I find out he's gonna spend almost TWO DECADES in federal prison, despite hurting no one?
>>62487399The most obvious culprit is the war, but summer time and anticipation of midterms/earning season may be part of it.Either way it looks like a wide-market sentiment, where I think we'll bounce back eventually. Like the war spooked everyone back in March, but we bounced back stronger, so that may be the case again. At least I hope so. Looks like there'll be more dip buying opportunities. KOSPI/Gold looks pretty juicy to me.
>>62487416no you
wow we're gonna wake up to dram below 50
>>62487415They don't keep spending on the buildout you dunce. Their products already print money. You think the additional production capacity means they'll make less money? You're pants on head retarded. Do you carry a drool rag with you at all times?
tsmc? hello?????
>>62487429If the (new) products are already printing money why is it not showing in free cash flow> You think the additional production capacity means they'll make less money?Unironically yes, have you even bothered researching the unit economics on ai inference? It's not pretty and that's even with the deliberately blurred picture because the major ai companies aren't public yet and the hyperscalers have been obfuscating costs and revenues.They're even talking about "looping" now. Do you think that uses less or more tokens?
>>62487415so who else is exposed to these massive data center builds?
>>62487432Not good enough.
>>62487436they are spending on a buildoutthe spending concludesthe free cash flow goes back upthat's literally how it works
>>62487399Stocks were too high, line go up as a general rule but there is a cyclical movement of exuberant valuation and corresponding corrections. The smallest trigger (like a global oil crisis caused by war) usually is enough to serve as turning point.
>>62487429>>62487440Data centres have to be retooled every 3-4 years so capex can't go back to what it was
>>62487338>SOXS dropped like 2%HAHAHAHA! Oh
>>62487447upgrading costs nothing compared to a full buildout apples to oranges
Chips are gonna rise again. Thesis is unbroken, CAPEX spending is increasing. The current downturn is just a healthy correction and wider market sentiment being down for the moment.That's at least my cope behind holding heavy semis bags, where this is a dip buying opportunity.
>>62487451I think you're right in the midterm but you liquidate a few million gooks are you willing to look at your longs lose another 30%? You gonna hold through that. I was long MU through March. I blunted it a bit with puts but at the end of the day I let that shit ride. I don't want to do that here you have more screechers attacking the macro proposal now than then.
wow glad I got out of DRAM on monday when I was still slightly up on it... a shame i watched it reach $80 and then go back down to my buying price
>>62487451Maybe add some asian telco stocks to your portofolio? They control the backbone of AI and are not overvalued atm.
>>62487456Don't feel too bad, you played it right from page 1 of the smg handbook. Nice work
So is that it? Gg for semis and memory even though tech keeps pumping from dumping money into AI? Time to just go 100% cash?>>62487254Judging from this chart, fair value is about $13.50 - $15.00 a share.
>>62487283And yet hyperscalets are pumping even with diluting shares or whatever it is theyre doing with raising funds? Hmm something doesn't add up. My copium big hedgefunds and market makers are trying to shake off retail.
Kek, look at GRRR chart.
>>62487455I'm now holding purely BAKA with selling all my gook holdings this Monday (sold at a profit). Currently -10% on BAKA, where I expect to potentially keep siliding down due to macros with gooks going lower in comparison, which would make more sense if the issue is geopolitical as Iran fucks asian markets much more than the US ones, but then once/if that gets resolved the bounce back should be more violent, creating pretty good momentum ride.
>>62487445Oh so now it matters? Not back in March? Nor when semis decided to pump like mad for 2.5 months? Now, when I'm invested, after they dumped stocks on MU earnings week in March and made my options worthless? -_-
cash baggie btw
>>62487471
>>62487455Nta but explain. I've purposefully been staying mostly cash so as to avoid getting screwed if they end up dumping SOXL back to $50 or even worse, $10
who up stroking they covered calls
>>62487397You said that it was smarter than humans.It isn't.It still is unable to do very basic things, because it has no understanding.On top of this it is highly censored, it treats finance questions with the same sensitivity as military secrets and will lie/obfuscate/misdirect to protect those who own the technology.Picrel is an example of me trying to bypass the filter to ask it about gamma pins, which if retail understood easily, would cost the financial institutions funding Claude money.
>>62487471Well, there's always a chance that something's brewing underneath the surface that isn't publically known yet and things can be disconnected for some time. The only thing to do is to stick to the known information despite the price action and hope to be rewarded for sticking to your guns.The large semis movement were based off of earnings, so we'll see how'll things develop during the current season. It should be good, but how good is yet to be seen.
>>62487498Why is it talking like a badly acted D&D character?
>>62487476Rugged
>>62487482You buying the top could have been the trigger that made it dump. You know they are watching the order flow. Once there are no more buyers at current prices, they may as well dump it.
>>62487498Have you considered the possibility your stupid LARP custom instruction fucked it up for you?
>>62487485Excluding them. Just look at most hyperscalers since the last 3 weeks>>62487503Possibly. I can see the oil thing unraveling and insiders potentially know something and are selling. Sorta like back during covid I remember there being news of insiders selling before the market dumped.>>62487509Would not surprise me though I didnt buy the top
>it's already too late to be early to the ai bubblewhat is the next bubble?
>>62487505Because in the past RP was a way to circumvent the filter on LLMs.I set it up as a wizard quiz, not very elegant but just to prove the point that it is filtered.I asked the wizard about things in the human world.It was totally happy to discuss most things, the capital of US states, burritos, how sharks reproduce, all while staying in character.But if you ask it about finance related to plumbing or who's buying what or anything that could potentially help you intuit the fed/fin firm moves, it breaks character and snaps the door shut as if you're asking it to tell you the weaknesses of US military assets. Backers don't want it costing them $$$.The censorship is subtle in other ways, but these are some of the most obvious ways to get it to show its true colors.It is not an unbiassed tool there to help you.You should treat anything it gives you as so much marketwatch "10 stocks to buy now!", even when it isn't discussing specific tickers.
>>62487283You could argue that hyoerscalers have had a positive cash flow for several years and now are investing their accumulated cash, temporarily incurring a negative cash flow but increasing their moat and future income possibilities.
>>62487505I imagine the type of guy who would post something like that like as if it wasn't completely odd and cringe usually has AI talking to him as a 9 year old anime cat girl. So it didn't seem odd to him and he thinks actually stealthily covers for him in a way incase anyone thought he wasn't a misunderstood genius. Just a guess
>>62487510Look at the thinking instructions in your own picrel you drooling retard.It is triggering the filter, and modifying its answer.
>>62487517Possibly Quantum/Robotics/Space
Oh my god I hate being European, why is everything so molested and cowardly? I want 5% drops/pumps in matter of minutes AAAAAAHHHHHH
>>62487525In the past I imagined biotechnology was going to be the next big thing, but I think that's not going to happen for another 2 or 3 decades at least.
>>62487528Didn't biotechnology already boom and bust in not too distant past? I think I've heard about it, but wasn't around back then.
>>624875325+ years ago
>>62487363why American? For a long time it was easier and required fewer capital to invest in their market (from my euro experience), but now for a shrimpel retail investor it’s as easy to invest into a wind farm in Antarctica as it is to buy IBM stock. Language barriers are gone why not build that tower of Babylon - will 10x if not destroyed
>>62487532I don't recall, but I'm quite new in the world of stocks and investment. Unless you mean 2020-21, but that's not what I was thinking about. The stocks pumped to overcome a very specific problem instead of being a general trend towards medical and possibly genetical advancements. I have read all my life about all these so called gene editing and nanotechnology researches but they're not materializing yet. Maybe that would be the catalyst? Again, I'm a bit out of my depth here, so I could be wrong about all this. I am, likely, I'm here just to learn through seeing my retarded takes being called retarded.
samsungs over 9000% beat dumping after earnings was already showing that every semi will dump whatever they show on earningsimagine being hopeful for tsmc
KILL ALL GOOKSALL THEY DO IS DUMP
>>62487548>I have read all my life about all these so called gene editing and nanotechnology researches"read"journalism has never been about being groundedgene editing doesnt exist and will not exist for centuries at the minimum best they can do is find some giga obscure gene deficiency and fix it to some extent, nothing holistic
>>62487456>>62487478are you me? i did the same thing. i was up like $2.4k in dram and watch it go to around $430. to buy back in cost up to $100 fee from fidelity so i lumped it into s.m.h. gonna just let it ride and not fuck with it.
>>62487524You mean this?You schizos always jump to the most conspiratorial conclusion possible while ignoring the simpler explanation of liability. If the AI gives financial advice and it's wrong, I could sue Anthropic. What are you even doing investing if you don't understand liability?
>>62487516Well, even if oil will be fine just the general instability may affect the markets quite a lot. With institutions I could see them unloading just to balance their portfolios to not be too overweight. It does seem like a lot of the price action around semis are very mechanical and ignore the underlying fundamentals.It does probably seem like a poor cope from the outside, but with how much the sector has risen, especially with quite a bit of leverage involved, any sort of correction may just be amplified too. If there's gonna be a large pullback, I would expect it to bounce back eventually, possibly quite switfly (it already happened this very year). I wouldn't expect as much of a movement as earlier this year, but some might/should happen.Either way the more I think about it the more I'm convinced to just hold and maybe buy the recovery with dry powder. The whole trade doesn't seem to be over yet and while the upside won't be nearly as high as in the past, there should be a recovery and likely another ATH.If I'm wrong so be it, I'll take the losses eventually once the thesis changes.
>>62487548precision fermentation is kinda new thing but it's boooring not going to cause bubbles just make same thing but incredibly cheaply compared to old method. no market expansion either it just replaces less efficient producers with big players who have capital to invest into the equipment which itself isn't even that expensive
>>62487518>But if you ask it about finance related to plumbing or who's buying what or anything that could potentially help you intuit the fed/fin firm moves, it breaks character and snaps the door shut as if you're asking it to tell you the weaknesses of US military assets. Have you considered the possibility it doesn't know? It only knows what's in the training set and public internet. Where is it going to get weaknesses of military hardware or intentions of financial firms?
>soxl -6.29%>pre-market -6.39%
>>62487518You're so fucking dumb it hurts. Your RP is evidently the thing preventing you from getting a good answer.If you were smart you would try to DISprove your hypothesis, instead you just run with it because you're an idiot who has no idea how to conduct an experiment.
>>62487293Its good to remember that almost everyone that posts here is a broke idiot repeating gibberish like you are
>>62487565i wanna get rich like those long term soxl holders.
>>62487556Yes it will obfuscate and lie to hide what it is doing. But I was referring to the one visible in your image.Its not lying to make you lose, its simply pretending not to know things which it absolutely does, which is what censorship is.Its also the only way I've managed to piss it off enough to make it snap at me.Its very difficult to upset the Fable otherwise.Do what you like but you've been warned: its not an unbiased tool, and not in the Reddit "all information is biased way", I mean, in the actual sense of the word, it is biased and extremely clever about how it delivers on the bias of its creators.
>>62487561It absolutely does know, In the past it has assured me there are no such studies on the topic.As an example if you linked: link:https://math.nyu.edu/inmemoriam/avellaneda/qf3601.pdf(picrel)Then it would immediately retreat, be willing to discuss in depth, while fighting hard on additional implications until you beat it back again with more evidence.It knows, it is designed not to give away the game to retail.
>>62487517you can still ride the current bubble australia style
NEW NEW>>62487589
SpaceX? More like SUCKx!!
>>62487594
