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File: IMG_7624.png (135 KB, 494x414)
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oil edition

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

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

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

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

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

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

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

>Best Investing:
https://www.bogleheads.org/wiki/Getting_started
https://finance.yahoo.com/quote/VTI/

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

>prev
>>62500514
>>
kospi will not go below 6500 its all up from there
>>
File: 3224689787456345934.webm (3.79 MB, 720x1280)
3.79 MB
3.79 MB WEBM
> futures
>>
Memory better recover tomorrow or I'm going to become an hero
>>
Pull up in the demon on god
Lookin like I still do fraud
>>
>>62501122
thats that taylor farms lettuce right?
>>
>>62501117
I asked gemini what are the odds it hits my target of 5400, said 60%. I doubt it but I guess some of the banks are very bearish.
>>
Have to say, looks increasingly like the baggies of SPCX are boomers, indians, and reddit
God speed shortchads.
>>62501123
Taco Tuesday will be on Monday again before market open
>>
KOSPI is held mostly by retail investors. Those people thought it was a good idea to pile up into KOSPI with leverage ETFs, using margin to buy more, wiith money they got from bank loans.

Then we have foreign institutional money which had a problem as KOSPI went up because the growth is mostly done by two companies (Samsung Eletronics and SK Hynix), they are not allowed to have that much concentration so when the two companies got too big they were forced to sell.

In a normal world this might not be that big of a problem but with KOSPI there was a little situation. Leveraged ETFs work by resetting their leverage daily which means that if the underlying went up they need to buy more stock to increase leverage and if it goes down you need to sell stock to deleverage. Not a big deal usually but when most of people holding your index are gambling retail investors using leverage ETFs then you can spiral out of control.

It's got to a point that institutional investors in Hong Kong are now waiting until 3PM to trade the sell off or buy in that the leverage ETFs have to do at 5PM to rebalance their daily levarage.
>>
>>62501145
thanks for summarizing the video that got posted here 2 days ago chatgpt
>>
>>62501150
You are welcome I also posted the video
I'm not chatgpt though
>>
Good Evening
Death to Israel
>>
Is this the thread or should I use the other one?
>>
>>62501157
Death to you, mudslime.
>>
>>62501159
This is it
>>
>>62501145
Im really tempted by Koru, 3x kopsi doesnt sound dumb. I just wish it dump a Lil more.
>>
>>62501162
Do it
>>
I lost 70% of my life savings betting on Argentina
>>
>>62501162
why going with kospi when you can now buy sk hynix directly?
>>
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4 MORE HOURS OF KOREANS WHATS GONNA HAPPEN
>>
>>62501172
Less paranoid about putting 300k into a national index. You are right but even soxl scared me in a way tqqq never did.
>>
>>62501174
Dump to fuck over Americans
>>
>>62501174
Kek
>>
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BOBROS

MEETING.

NOW.
>>
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>>62501171
Its ok, I discovered I lost 700k 4 days ago. We are going to time KORU and make it back!
>>
>>62501145
Thanks for the rundown. By way of comparison, what percentage of the S&P 500 is held by institutional investors?
>>
How are futures looking? I don't know how to look them up?
>>
>>62501145
Nigga are you saying kospi is gonna go down or up I can only communicate by pictures
>>
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KOSPI HAS BREACHED 6500 AIEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE
>>
>>62501191
it will obviously go down to around 4k in the next few days and week only mongs cant see this
>>
>>62501191
Dip buying opportunity, unironically.
>>
>>62501177
just remember kospi is basically hynix and sumsung
>>
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What will markets do next week?
>What will markets do next week?
>picrel, last week's results
>linkrel, next week's pollfaggot
>https://strawpoll.com/X3nkP5aXLgE
>https://strawpoll.com/X3nkP5aXLgE
>>
>>62501194
Forward PE of 12 right now, 2007 was 8. Samsung and SK Hynix have half a decade of orders. I see 5k but even than, 50/50.
>>
>>62501199
Crab IMO. Consolidating with some flags being formed.
>>
>>62501183
I don't know the specifics of S&P 500 but 80% of american stocks are owned by institutional investors. And those guys have rules so they can't pile up into leveraged ETFs.
>>62501187
I'm saying to panic the fuck out and sell everything.
>>
>>62501199
crabs to wipe out every single put/call that /smg/ has
>>
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>>62501199

>oil rising
>bonds rising
>AI trade getting volatile
>nasdaq under moving average, s&p testing
>iran war escalated far past being able to taco as civilian infrastructure targeted

The only bull case I can see is some blockbuster earnings reports but everything else looks kind of shit.
>>
>>62501207
Wednesday, chips are gonna rise.
>>
>>62501204
Is that you Warren?
>>
>>62501208
And what information are you basing that opinion on?
>>
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>>62501207
intel earnings will literally bust the market to ATH
>>
>>62501211
Hope
>>
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>>62501210
No
>>
we're so back
>>
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the koreans are starting to believe
>>
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>>62501195
With what money?!
>>
>>62501211
Capex spending confirmations.
>>62501216
You can say that, but it's all pointing that way. Meta memo confirming doubling down on compute. ASML/TSMC having their orders getting filled. Nothing really pointing towards decreasing. The worst likely scenario is decelerating, but even that may not be that bad.
>>
>>62501123
you said that before
>>
>>62501230
I did say that some blockbuster earnings can pump the market but the overall headwinds that I listed will dampen it. I'm thinking it will crab downward barring any sort of surprise.
>>
GET THE FUCK OUT OF KOSPI PANIC NOOOOWW
>>
THEOOOOOOOO!!!
>>
desu it seems like the koreans are running out of american stocks to sell, micron is barely dumping anymore when the koreans get the taco bell shits.
>>
>>62501207
I just need a bull trap that lasts long enough to get off this sinking ship Bobro.
t. Holding a very bullish position desperate for a pump to recoup my losses.
>>
>>62501236
>headwinds that I listed will dampen it
Oh, that's quite probable. I wrote specifically rise, as in semis will get a bump. I could see couple of %, but I don't think we'll be entering another leg/ATH's just yet, but I wouldn't totally rule it out. It's just not a bear case this week for me.
>>
>>62501212
I think it'll be like 2022 and intel will have shit earnings but their guidance will claim "100% income growth by this time next year" and pump on that.

>>62501230
>>62501211
chips got raped and the selloff, whilepainful for me since I didn't follow my thesis and DCA on dips and just dropped a lot on the first red I saw, is totally irrational and retarded and there is no bearish thesis.

Fucking sandisk is projected to top out at 253 eps but retards are posting "oh it always goes down right as it reaches peak earnings"..... BUT WE'RE 2 YEARS AWAY FROM PEAK EARNINGS
>>
>>62501246
I am also sad because I lost 200 money betting against argentina 2 weeks ago, I should have bet on spain in the final match in a revenge trade.
>>
File: IMG_1148.jpg (664 KB, 1380x1837)
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Starship launch Thursday
>>
>>62501249
>totally irrational and retarded and there is no bearish thesis
That's what markets do as there are plenty of anxiety over the progress of AI development, including capex spending and increasing debt, return on investment, parabolical value increases, energy price increases/rate hikes, supply glut/demand destruction, better chinese models, cyclical nature of the AI spending, where people just tend to trim their positions and profit take to rebalance their portfolios (which is a very prudent move). Also there are so many leveraged products tied to usage of semiconductors, amplifying any move.

So yeah, while I remain VERY bullish on semis/memory, I do get why there may be dipping. If nothing else, you can take it as a buying/doubling down opportunity that's healthy and even confirms that this isn't just a tulip FOMO craze, as there are periods of time used to re evaluate the whole trade instead of line going straight up.

Whenever in doubt just think of whether the thesis changed and what the fundamentals are now. If they've only improved you can just keep calm and hold your bags or even increase your position.
>>
At least the KOSPI is not bogging and rugging today
>>
>>62501273
You most not be watching the same graph. It's starting to get pretty bad again.
>>
>Monday markets

>https://youtu.be/qrJA0k6k0Ks?si=MPrb5pnIVYsA6bGx
>>
>>62501267
>cylical
It's not a cycle
Robots are 10 years from being in every business, cheaper than hiring some retarded teen to sweep your floors. Autocad. 3D printers. AI vibecoding perfect websites. It will soon be possible to run an entire shop in a white neighborhood without blacks without employees. All of these things need memory I jsut wish I wasn't a bitch and went 50/50 sandisk/wdc/stx/micron a year ago.
>>
>>62501273
the money has nowhere left to go.

Also importantly, japan's market is closed so island gooks can't double the rug by bitching out on kioxia. I think tuesday might be bad if americans keep pumping kioxia since Japs will wake up after the long weekend and see their chips bags have recovered and dump though. Puts on kioxia, or related stocks?
>>
>oil computer mooning again
fuck I am getting so raped on open
raped and gaped
I will never financially recover
>>
>>62501278
>It's not a cycle
That's yet to be seen. It's been in the past, thus the expectations are as such, where you saying that "this time it's different" reeks of delusion and flashes as a warning sign.

Where I stand is that even if it's cyclical, the peak hasn't been reached yet, but that then raises the question of what the peak would be and when to exit to not bag hold, which would then make any dips absolute selling opportunity.

Not to mention that even if the current setup would make it non-cyclical, that doesn't mean that the demand and high premiums that the memory companies charge won't give eventually, annihilating their profits.
>>
After losing so much money on the footie I ordered a family size Turkish kebab takeaway but now Im shitting myself violently
>>
File: 1773929728797046.jpg (18 KB, 407x396)
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>futes
>>
it's not a loss until you realize it
>>
Bobros. I bought puts on DRAM and SKHY that expire friday. Do I wait for chinks to inevitably dump sometime this week?
>>
>>62501280
>Puts on kioxia, or related stocks?
Now is the time to buy short dated puts in SKHY
Plus on Rivian and other such "oh my god, da technology!!!!!" companies.
And buy 6 month+ longs on DRAM and other AI/semis.
>>
mein nigGRRRs i dont feel so good
>>
>>62501287
>reeks of delusion and is a warning sign
All of this hardware is necessary for things like cars, spaceships, robots, ai to function
It's only going to be more and more in demand over time
The delusion comes from thinking "we're all gonna go back to using flip phones and all transactions will be done by hand". The same as the "internet has no more value than a fax machine".
>>
File: 168329070970206964.png (692 KB, 477x724)
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Um guys.... I just looked on redfin and the amount of houses for sale has basically 10x in the last 3 months.
SHOULD WE PANIC?
IS IT ABOUT TO BE A HAPPENING?
>>
Micron is barely dumping now when the koreans shit their pants. I think they might have unironically run low on Micron shares to sell.
>>
>>62501304
Always panic. We are smg though why care about boomer boxes lmao
>>
>>62501301
>internet
Which is exactly the parallel people are using. Internet was huge, but dotcom still happened. We've been putting down lines that we didn't have use for at the time, same way people think that we're putting down datacenters we currently have no use for, where it's all overblown and will pop eventually, taking the economy and sectors like semis with it.
>>
File: Red Jell-O Bill Kospi.jpg (2.78 MB, 2752x1536)
2.78 MB JPG
>>
>>62501310
companies were reporting massive losses at the beginning of the dotcom bubble. just Saiyan
>>
Bobo are you ready for the Trump tweet niggerpump?
>>
>>62501308
Is this super secret exclusive Anonymous (ID: 4q4CnK9E) researched intel? Because I kind of don't think so
>>
>>62501313
And the current revenue from the AI companies are them "investing" and "buying off of each other", where two of the biggest players in OpenAI and Antropic are still private companies we don't have full balance sheets for and they are apparently haemorrhaging tons of cash. Doesn't seem to dissimilar.
>>
File: again.jpg (10 KB, 450x253)
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premarket looks pretty flat, im sure it won't crater and have a string of days like the last time this happened two weeks ago
>>
>>62501321
Word salad. The companies being invested in are printing.
>>
>>62501295
Please respond.
>>
you goys getting back into oil? im thinking of buying a call on some oil etf tomorrow
>>
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>>62501325
>Word salad. The companies being invested in are printing.
>>
File: 1778262070072913.png (66 KB, 900x806)
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why is uSAAAAR shitting the street and is there any hope for me to not be a baggie.
I was up 20% on this benchod ticker and the literal single ONE time in my stupid baggie life i didnt get
spooked by profit, I get dumped on.
>>
>>62501325
I don't think we have balance sheets for OpenAI, nor Antropic, which are the concerning players, especially when they've been delaying their IPO's.
>>
>>62501330
>muh free cash flow
You're literally retarded. Building out is bullish. You don't build out when you're losing customers, not making money, declining, etc. Free cash flow is a concern if you're not making money. You're retarded and you should be embarrassed to save such an image since you have no clue what it means and never will.
>>
>>62501331
USAR and MP are long term holds I'm afraid
you might be a baggot but they are literally 2 more years away from being real companies
more risk = more volatility = more potential gains
>>
>>62501332
No they are the concerning players. Not at this time. I don't care if ai crashes and burns and loses infinite money years from now. Nobody here does
>>
File: 1677441656738976.jpg (231 KB, 600x665)
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90 dollar a barrel oil
>>
File: 1774624966513966.png (1.22 MB, 1024x1024)
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>>62501331
or you could have just fallen for another donald jeetrump shitcoin
>>
why oil up?
>>
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Stocks for this feel?
>>
>>62501349
memory stocks. you want multiple backups of everything
>>
>>62501339
Bond markets are tightening and unwilling to throw further money at AI. Softbank, the main financial backer for OpenAI, is pretty much out of all powder now.

Ironically sustainable AI economics will be figured out years from now. But the debt and cash burn are today's problems.
>>
>>62501349
SOXL
>>
>>62501327
Pls.
>>
>>62501339
>years from now
But the market, which is forward looking, does. And that's implying it has to be years, which may not be the case if so much is being bankrolled on private debt and we suddenly get rate hikes, making it all unravel. Once Open AI fucks off the other pieces get affected. To what degree I can't tell, but something like demand for chips could suffer heavily.
>>
>>62501160
Why not death to both?
>>
>>62501358
we are bulls here
>>
>>62501349
Why the fuck that would happen? I mean, why would you have AI bullshit able to do that on your mac or whatever?
>>
>>62501355
>Ironically sustainable AI economics will be figured out years from now
Not exactly. It's still heavily work in progress with tokens giving back some revenue. The thing here is that companies may just decide to be the loss leaders for a long time before trying to fully reap the benefits, which may just absolutely annihilate companies whose sole business avenue is AI.
>>
>>62501359
The point where the market is forward looking is where the companies aren't money printers and that's not the point we're at, the literal opposite. Record growth and not only not losses like in dotcom era not even a decline, not even a little.
>>
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>>62501365
just say death to russia, it covers both
Line only goes up
>>
>>62501371
They're forward looking either way. We're in the era of LAG7 for a reason, people can see that there are heavy investments, but to what degree it'll work out is up for question.
>>
It looks like there are some attempts to keep KOSPI above 4500. This might be the bottom.
>>
>>62501380
*6500, dunno why I typed 4500.
>>
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>>62501331
USAR is a boomer tier stocks where you will definitely get a return within a decade at the latest

just wait till the critical minerals deal the US has expires with china this november and itll do something at least

the world doesnt trust each other anymore and having your own supply of minerals is one part of being independent
>>
Putins economic miracle is disappearing fast.
>>
>>62501377
Mag7 aren't the main benefactors of semis run up and aren't the main losers from the bubble popping. It's disingenuous to point to them when nobody here is talking about them beyond buying unreasonably huge dips
>>
>>62501389
I'm going down down, baby
>>
>>62501355
Puts on Softbank, calls on Hardbank?
>>
>>62501389
xaxaxaxxaxaxa, now imagine the ´miracle´ once the war economy is over and the endless payments to soldiers get turned off. Greetings from the butthurt belt.
>>
I just bought SPY 2 years ago I would have so much more money right now
>>
If everyone is so bearish on Korea, why do analysts like him claim this?
>https://x.com/RealNickMugalli/status/2078820349836206319
>Everyone’s asking if Korea has bottomed. We’ve spent the last few days pulling up all the actual leverage data we can find on Bloomberg and Korean banks purchased data and we can say we’de close to the bottom and might have already bottomed last week.
>>
>magnificent 7
>only ones that have done ANYTHING useful in the last few years have been AMZN, NVDA, and APPL
>the rest are putrid dogshit
seriously, what the fuck does tesla, meta, or msft even do?
>>
>>62501380
KOSPI can go down to 5000 but I doubt it will go lower than that because the president who is a former trader ran on making KOSPI get to 5000
Before he was elected it was at 3000
>>
>>62501389
you just know that he made shorting the market illegal too
>>
>>62501304
It’s not panicking if you’re the first one out the door.
>>
Memory has now crashed as much as gold/silver miners. As a miner bagholder, I welcome you.
>>
The Chinese are always running a fucking gimmick. Oh look how intelligent our model is, its better than Fable 5.0 and GPT 5.3, well turns out they just pumped it up for release and now that they got 1% of the customers they can´t even service them lol.
>>
>>62501399
Nobody is bearish on korea but there was so much leverage that any small movement got magnified and KOSPI is too concentrated so a lot of funds had to pull out of korea because of their own rules. So those two things compounded on each other and we got the latest shit show. Everybody is just waiting for all the liquidations and margin calls to happen so they can jump back in.
>>
15 MINUTES DUMP YOU FUCKING CHINKS
>>
>>62501399
>citing a tweet

You know a lot of these "analysts" are bagholders like the rest of us
>>
>>62501406
Ok but whats the move to take in the stock market to make money off the impending mega house sale?
>>
>>62501414
Short lumber
>>
>>62501390
Semis are benefactors of the semis run. That's just, what? For MAG7 it depends upon the company, where some are leaning more towards lending their services compared to running their own products, but then what does bubble popping exactly mean? There are quite a lot of variables that could be affected in different ways depending upon the scenario.
>>
>>62501416
>raw materials
no, thats fucking stupid. Raw materials have the least profitability and volatility, they supply multiple industries so when one industry has a dip, raw materials are barely affected.
>>
>>62501417
No there aren't a lot of variables. Chip stocks are printing because they're making boatloads of cash. Nobody gives a fuck about your autismo cash flow charts for mag7 stocks
>>
>>62501418
If you are an expert why are you asking what to do
>>
>>62501419
Maybe you don't care, but others clearly do care as MU is on something as ridiculous as 7 forward P/E, which is just insanely low.
>>
>>62501423
MU has a low forward pe because the stock is cheap relative to it's future growth potential because it's making and guiding making boatloads of cash
>>
>>62501425
So why are people selling MU, decreasing its forward P/E instead of buying it hand over fist to match its future growth? Jesus fucking Christ. Are you pretending to be retarded or just baiting me?
>>
>>62501421
Im not an expert on everything I just happened to trade raw materials before and just found it not worth it.
As for befitting off housing market, I haven't really traded in that other than REITs, but most REITs are rent based properties, and not residential.
Perhaps shorting construction companies? But they are generally small and local, not on the market.
Banks might have the highest exposure with mortgages but a lot of these homes probably have their mortgages mostly paid, they aren't selling out of desperation but greed.
>>
>>62501408
Kimi 3 is "sold out".
I repeat, the subscription is sold out.
If that doesn't make you bullish for AI hardware I don't know what else to tell.
>>
>>62501428
Profit taking. Shaking out retail. Fud. Same shit as always. I hold no bags btw all cash rn.
>>
>>62501414
Short private equity i guess.
They’re the ones dumping the inventory right now.
Though I personally wouldn’t go short, as PE has an uncanny ability to always slither away mostly unscathed whenever there are problems.
>>
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>>62501114
WTF?
>>
>people talkng about getting into oil now
>now
It was at $68 less than two weeks ago. That's when I got back in after selling at $105 two months ago

niggers, you had two weeks with oil down
>>
>>62501435
bullish
>>
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>>62501435
*ahem* moon
>>
>>62501091
Fun is le bad!
>>
>>62501438
You made a dumb purchase 2 weeks ago and got lucky. Good for you. Smart money is getting in now.
>>
>>62501448
3 days after I bought it the war restarted lol

It's part of my strategy to start hedging with gold and oil when they're down and broad market is up
>>
>London will save us
>>
>>62501448
also
>smart money
When did "smart money" start buying days after the news? So called smart money buys before the news hits.
>>
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I’m suddenly feeling Bearish on companies named after mathematics.
>>
>>62501292
You just have less gain to realize, so yes. It's a loss.
>>
My fren invested in Oil puts when war broke out then got raped...
He is saying he will never invest again...
I think if he was a boglehead he would have had a better time...
>>
kospi looks rock solid at 6500
>>
Bobros how we feeling
>>
>>62501470
Why the fuck would anyone buy puts then? Your friend sounds tarded.
>>
>>62501438
If you entered oil two weeks ago it was a seriously low IQ move. You are a terrible trader.
>What? It was LOW back then!!!!????!?!?!?!?
Alright. If you don't even understand why, you will never make it.
>>
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DRAM is green bros
>>
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>futas green
WAGMI

>>62500604
>>62500857
g/2294602/b16a63d501/
>>
>mumus getting cocky

Hmmm
>>
>1% pump
WTFWTF LET ME IN NOOOO
>>
>Kospi -4.5%
>>
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Topkek, Nintendo continues to be a Nikkei and semi inverse.
Fucktarded market, but as long as I make money and others lose money, keep being retarded.
>>
Bobo lost
>>
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if august is like this im just gonna give up and kill myself
i can't stand to deal in the market or the real world anymore
>>
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>>62501493
>killing yourself over -8%
breh
>>
>>62501404
In Russia you short the market by leaving the country. With as much assets as you can, preferably.
>>
>>62501492
Don't get too cocky mumu
>>
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>>62501486
comfy
>>
>>62501491
What did you expect from a ticker called NTGOY
>>
i honestly cant believe what a nigger trump is and how boomergolem still support him
>>
>London saved us
>>
>>62501493
>i can't stand to deal in the market or the real world anymore
I'm fine with the real world but the real world keeps rejecting me :(
>>
Trump is about to taco again/already did btw that's why we're gonna pump
>>
>>62501495
Thats 8% of my life gone
It adds up, and I'm barely human anymore as it is
>>
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>>62501435
This is why I think Micron will be very stable the next 3 months because of Hynix on the american market, but as the news sets in that hynix sucks micron will be around 850 again in september and then have a mega run after good earnings in mid-september.
>>
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Hey guys, I’m not very stock minded so go easy on me.
I made $600 just by doing Robinhood referrals, which is a lot of money for me. I can’t withdraw until after 30 days, what stock should I leave it in so that it grows as much as possible?
I just have it in AAPL at the moment cause that seemed safe but I’m really clueless :(
>>
why is oil going down??
>>
>>62501519
SGOV
>>
>>62501521
>giving actual good advice
What's wrong with you
>>
>>62501521
Instructions unclear, went all in on AMC
>>
>>62501518
You are correct. The current MU price has already been "beared to perfection". Much more slipping would be very unrealistic.
Even if we enter a wider bear, they will not like halve again.
>>
>>62501503
It's up while the Goykkei is crashing -4%, it's not the ticket that's the problem, it's actually everything else.
>>
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MU UP BIGLY
>>
>>62501536
Have we finally decoupled from the koreans?
>>
>>62501531
one problem chief, the nikkei closed on friday and is closed today for Jap Day too.
>>
>>62501531
Japs are always crashing with no survivors on oil developments, meanwhile Nintendo having a desert of a game lineup with rapidly depleting RAM sticks they have stashed is a constant.
>>
is this another up in pre market only to dump in market hours situation?
>>
>>62501520
I’d like to know too
I might just be too low IQ for markets
>>
Is it finally time to put a lil in the DRAM 3x ETP?
>>
>>62501335
> You don't build out when you're losing customers, not making money, declining, etc.
You do if you have an institutional imperative. Is a junior employee really going to tell their CEO that their AI plans are retarded?
>>
>>62501550
Son don't make my mistake.
I rode the 3x SK Hynix ETP all the way from a $30 cost basis to $2.8 cost basis. Idk what total loss was, but 75%+.
All for you to be wiped out has to happen is DRAM pulling a Hynix and decreasing 40% across 2 weeks.
>>
why the fuck are futures positive
>>
>>62501564
to dump later
>>
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micron has a huge sell wall at 870 bros....
>>
>>62501435
If shareholders have no rights to profits then you only make my belief that being a shareholder is meaningless and only a piece of electronic paper to trade to someone else for a bigger price even more vindicated

Man I love how they say its a bunch of things except the one thing it is and then seeing a bunch of people agree only to time and time again get vindicated. Kek
>>
>>62501518
What do you mean stable? You mean flat? What does this mean for my semi position? Am I gonna lose more money?
>>
>>62501409
How much time until enough of the paper handed koreans get liquidated? Iirc less than 5% of them have been liquidated
>>
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>>62501564
>>62501566
>>
>>62501571
how do you see the orderbook like this?
>>
>>62501564
Haha very funny mumu, no need to pretend youre a bobo, the scraper bots have backed off. As predicted the market makers are cowards and we will potentially be at SOXL $300 by eom

.....
Okay idk but I really hope soxl reaches $300 before mid November.....no reason for that.....;_; fuck me Im really heavily down. I was banking on market makers backing off in a few weeks and if this ends up being what i suspected, a fake and gay dump, then maybe my positions will be saved and my account goes back to being up bigly
>>
>>62501580
hyperdash
i found it last night
dont know long that other dude has been using it
it's like free level 2 data but not really
at least the numbers move so you can actually feel like your observing data you can act upon
plus the chart is clean and the site isnt bloated like yahoo
>>
>>62501580
i just found it out from the other bread bro
>>
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>>62501576
>paper handed
>liquidated
Those are contrary concepts ...
>>
>>62501589
>>62501591
Hyperliquid
So that's it, we now have 24/7 markets with free high quality data? Because these will probably reflect the stock market closely
>>
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>>62501599
>youtube deleted all the aislop
im gonna miss these cute anime clips
>>
>>62501602
they do
it's been tracking the same prices robinhood has been reporting overnight except robinhood doesnt have an orderbook and its only a line graph, which is ok with me but the extra data from hyperdash helps
>>
>>62501589
Sauce me more. Is it legitimate or just made up numbers? Do I need to make an account to see the stock data?
>>
>>62501576
Apparently it might be coming to an end and we might've reached the bottom, but I'm still waiting until at least it starts recovering, especially due to geopolitics now. We might be getting some more dumps triggered externally.
>>
>>62501606
So how does this get orderbook data while robinhood doesnt even give me that info on overnight despite paying for robinhood gold?
>>
>>62501611
Huh. Well Im already stuck holding bullish bets in a desperate attempt if regaining my losses. I can't really risk betting more what with the fake pumps that end up crashing like a day later for the last few weeks. Man I hope it pumps hard though.
>>
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What kind of mental illness is it that forces people to trade cat shitcoins with x3 leverage. Its not even a tulip, at least those are good to look at ffs.
>>
>>62501610
it's legit go ahead and pull up two different chart sites can compare them

>>62501612
cause youre a dummy
from what i understand hyperdash pays for everything because of fees
im havent researched the site very much but an article from may this year said it's legit and good
they have a ticker too PURR
the article explains price fluctuations of PURR
youll find the article if yo ubother to look it up yourself
>>
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>>62501606
>the extra data from hyperdash helps
>>
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>>62501619
yea i know
>>
>>62501615
I myself am very bullish on the sector. Currently like -15% on BAKA, but I'm not worried much at all. I think I'll double down by going into KOSPI.

The only thing concerning me is some debt/hikes/inflation related issues triggering a chain reaction, taking down a large part of the demand for chips, but that's mostly it.
>>
>>62501332
have they not made any sec filings yet?
>>
>>62501605
Love these gremlins.
>>
>>62501622
>rate hikes
I keep forgetting the potential for that. 1 rate hike might be all it takes to dump semis. Cant they really afford the AI buildout if rate hikes began? Idk man only 4 meetings left with iirc supposedly 1 rate hike on the table. Ugh I think Ill just sleep in and do nothing but hold my current positions. My large bet alone can wipe out most of my losses if semis pump. I think I'll be satisfied with that rather than risking more. I either lose hard on that bet but effectively prevent myself from worsening my position or I win it back and can stay a neet longer. The amount was just enough where every bet makes a substantial difference in pushing from temporary neetdom to permanent neetdom. I think I just need to collect my bearings for now.
>>
>SKHY -4% on KOSPI
>SKHY +4% on NASDAQ
>SKHY +6.4% on GETTEX
Hmmmmmmm. I wouldn't be shocked if gooks will be mooning in no time.
>>
>>62501332
That does make me worried. They seemingly bailed after spacex dumped likely from its obvious overvaluation. Same thing with those AI stocks. Just cause these conpanies gave them X amount doesnt mean the conpany truly is worth $1 trillion. It's like me just opening up a lemonade stand and making it a company and immediately announcing there are 1 trillion private shares and I own them all. A funding round where I am selling 1 share to the highest bigger. Google then proceeds to give me $1 for 1 share. And just like that my business is worth $1 trillion. Kek
>>
>>62501642
Well, I don't think that rate hikes self would be the death of semis, but it might be the straw that broke the camel's back. Tough to say honestly. A lof ot the buildout is financed by debt, so even if the returns are there, hikes could fatally change the math on that.

Even then it might be a termporary setback that may get resolved sooner, rather than later. Like even if the bubble pops the damage may not be that huge, tough to say.
>>
>>62501646
If stock doesn't pay divies then it's worth anything the markets decide at the given time.
>>
>>62501619
I dont get it
>>
>>62501651
just because you have lots of information the stock is going down doesnt mean youll sell before it goes super negative or sell the bottom
some people are just really fucking dumb
incurable optimists who cant cut their losses when they are supposed to
>>
>>62501646
I wouldn't be too bearish on not rushing the IPO. Like if the situation was really, REALLY dire, then you'd want to rush the IPO as soon as possible to get as much exit liquidity while you can.

I think it's more about macro concerns, but that's me pulling stuff out of my ass. Things like enough liquidity and government approval.

You can call it cope and it might be, but trying to go for the IPO as soon as possible would've been way more concerning.
>>
My wife made white people tacos for dinner last night, I took this as a sign to long NQ.
>>
>>62501349
>>62501368
Something similar actually happened to me once. I ran rm -rf on a variable that was supposed to be a path, like /VAR1/VAR2. I wasn't aware that instead of throwing an error it just ran rm -rf on /. If I'd had sudo I'd have bricked our entire server. Instead I just got a lot of permission denied before ctrl-c'ing.
>>
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anyone thinking about selling at close today if market closes green
>>
>>62501670
No, if I do that its going to keep going up the whole week.
>>
>>62501673
Do it please, I want to pump up my bags.
>>
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>>62501673
maybe only sell one of your small positions so your other big size plays goes up bigly
>>
Erm but what about Kimi o algo
>>
Futures are green
Fuck this clown market when are we getting our bloody monday
>>
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>>62501605
>Undoro'd version
blasphemy
>>62501668
Apparently it was not Sol per se that was so stupid, but because it ran on Ultra it spawned much stupider helper agents, and these commit these 2007-tier shell operation idiocies. Although actually even when working with a front line model I still get sometimes "the shell didn't escape it properly. Let me fix it..." messages in the AI chats (so the problem isn't entirely the AI).
>>
>>62501682
Sorry Warren, but probably not anytime soon, at least not this year. We're in a long bull market with minor mild corrections being the best thing you're likely gonna get.
>>
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>>62501643
why is it so different in kospi or nasdaq? did the korean currency do something funny overnight? me no understand
>>
>>62501694
They had a market holiday on friday
>>
Bobos finna get heemed so hard it's not even funny. Think of all the retards ITT who think this is the big semi collapse and who will lose all their money LMAO
>>
did he taco?
why oil red?
>>
>>62500968
>red yellow. yellow
>red grren yellow
its says crap either way
>>
>>62501694
> SKHY ADR price: $162
> 000660 SK HYNIX equivalent: $119
Once the ADR lists in korea on july 29th arbitrage will likely drag SKHY down and domestic up. Until then enjoy the roundeye pump and feel for a short time what it's like to trade SKHY in a market not prone to periodic chain reaction forced liquidations every 30 minutes
>>
>>62501702
We shall see. I expected semis to be heavily recoving with the great TSMC/ASML earnings, but it didn't happen. If Alphabet won't be a catalyst, then I'm kind of lost at what would make it happen.
>>
what will happen today fellas? I was about to go to bed and wondering if i should stay up and watch the show
>>
>>62501711
Nothing ever happens.
>>
>IREN

WTFWT

Deal?
>>
>IONQ
What's with these charts, looks more like a fucking memecoin.
>>
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>>62501717
>>
>>62501709
ok, that makes sense
>>
>>62501702
I don't necessarily share the bravado, but I agree it's to late to short semis now. You had like 3 weeks to hop on the train.
>>
>>62501724
Buying calls on open if my broker allows me (gives me non zero buying power).
>>
>>62501680
It literally deleted RAM. Invest in diapers. I told you.
I entered MUD, btw.
>>
/smg/ yall were a little too bearish over the weekend
Apologize
>>
>>62501738
Looks like a Taco Monday
>>
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> futures
>>
>>62501709
burning 100 million a quarter is not a sustainable business model, and instead of trying to improve their own compute business they've been on a buying spree aquiring any small player that had the word quantum in their description just to keep their own hype up
>>
>>62501548
yes
>>
When the last overleveraged Korean suicides
When the last margin is called
When the last bull is slaughtered by the bear

Only then will you know, you need money to eat.
>>
>>62501741
is this wan?
>>
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>>62501738
it will go down doe
>>
>>62501738
Oho, not yet. There are hundreds of dip buyers who bought at the mid. They probably set their sell limits at exactly their entry points and disabled notifications. I'm gonna catch that dip. :DDD I'm so smart.
>>
>>62501746
>need to eat
space data centers fixes this
>>
>>62501738
The night is still young, but it looks like things are mostly priced in by now. I expect consolidation/crab into another leg up. Timescale unknown.
>>
>Senior Iranian Source: Mediators have proposed a 10-day cessation of strikes to find ways to revive the Iran-US interim deal

LETS GO BABY
TACO TUESDAY
ON A MONDAY????
CRAZAY!!!!!
>>
>>62501752
>Mediators have proposed
Does that refer to Pakis trying to set up another failed negotiation?
>>
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SPX 7500 breached
>>
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>submit paper to reputable journal (top-tier in my field)
>accepted after 2-month review
>journal takes 3 weeks to typeset the article and come back to us with proofs
>it's full of errors
>literally dozens of bullshit mistakes introduced by the journal itself
>spend hours checking and fixing all of that shit and send it back
>journal takes a month to respond
>revised proofs come in
>THEY ADDED NEW MISTAKES TO THE FUCKING TEXT
>they also ignored some of the comments I left in the previous version
>spend hours checking and fixing again
>send back the pdf
>journal takes another fucking month to respond
>they've fixed most of the issues this time but they've added TWO NEW MISTAKES AGAIN
>fix them and send it back
>turns out they've outsourced their typesetting to some bullshit AI company called Straive
>it's based in fucking India
>mfw Q1 journals are not only outsourcing their typesetting to fucking India, they're outsourcing it to AI slop companies in India
The goddamn text was literally flawless after the first review ffs. Can't they see they're wasting countless hours with this AI bullshit? When will it fucking end?
>>
I told you bobos, TACO into niggerpump, I fucking told you.
>>
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>>62501747
Her name is Gugu gaga
>>
>>62501756
kek & bullish
>>
Man, I'm kind of tempted to slurp some KOSPI right about now.
>>
>>62501748
You didnt apologize
Now it will go up higher
I said APOLOGIZE
>>
>>62501756
That's the old definition of AI though ("A Jeet Inside") not the new definition
>>
Everybody was so pessimistic about monday. See, nothing happened. Not only nothing happened but we're pumping :)
>>
>>62501743
> sustainable
who in their right mind is considering holding SK Hynix past the memory mania? They can spend all they want on useless bullshit for the next 6 quarters as long as they're able to price fix high quality memory that's kind of the whole trade
>>
Some important notes if you're getting into the AI trade

For profit frontier labs are going to die.
the value isn't in designing AI models. Kimi 3 proves a frontier model can be designed on a shoestring budget. We're going to get a flood of free, open source LLMs, some of which may even be better than anything from Anthropic or OpenAI.

The value is in the compute. Google and Amazon own the most compute in the world. They can be had for cheap right now. META has a lot of compute as well, and is a good value play. MSFT has shitload of compute,I believe it's number 3. OpenAI also has a lot of compute.Anthropic has fuckall for compute. The neocloud is a decent value play, but most of them are heavily leveraged and up to the necks in debt, like Coreweave and Oracle.

There is also the supply chain of compute. That's the semis, and the semi supply chain. They're on a sale right now.

It's a great time to get in.
>>
>>62501780
Only neocloud worth buying is NBIS because they own their datacenters IMO I've been slurping
>>
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>>62501772
I'm so fucking happy I managed to time the exact bottom on Friday
>>
>>62501762
yeah but are you genning these videos with wan or ?
>>
>>62501786
I slurped both IREN & Neeby Weeby

:3
>>
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>OIL DROPS TO 0 DOLLARS A BARREL ON NEWS OF POSSIBLE NEWS OF POSSIBLY TALKING ABOUT A DEAL OR SOMETHING
>>
>>62501754
Based pakis delivering the taco
>>
>>62501787
I can feel the bottom like 80% of the time.
I didn't feel it friday
it got close, but I think you're calling it a bit early.

though, a rebound is due, so I can definitely see it getting another bounce then going lower.
>>
>>62501792
thanks David Axios for saving the day once again!
>>
>10 day ceasefire
That dirty nigger did it again!
>>
Inverse nigger pump
>>
Gloom.
>>
>>62501799

>bomb them for 9 days straight
>claim a ceasefire before markets open
>doesn't even matter if they keep bombing you just claim that its a ceasefire
>doesnt even matter if you keep bombing them just call it a "shaky" ceasefire

there is no way to lose a rigged game anon
>>
Did we just rebel against the Korean? They're still red. Everything seems to say 'buy NOW', but I wonder how long it'll last.
>>
>>62501780
>The value is in the compute.
Oh fuck off with this shit. Why would any large business (from which the frontier labs and therefore the hyperscalers derive most of their revenue), pay millions of dollars for compute and risk their IP getting into the hands of their competitors when they can buy the hardware they need for a couple million and run an opensource model for just the price of the power it takes to run the mainframe? It makes no sense.
>>
>>62501797
Truth be speaking I believe there will be more nigger actions in the gulf, leading to another leg lower in a month or so. But since I can't predict the future I take what I get and I bought 9 month calls. 1 month of bear more or less doesn't really matter
>>
ANOTHER PEACE DEAL PAMP LFG, BOBOS ABSOLUTELY SODOMIZED
>>
>>62501811
The West will NEVER EVER
EVER EVER
buy compute from China. But they absolutely WILL run Chink models on the Western neoclouds like Nebius that provide the compute. It does not make sense for a shoe retailer to have their own server farm to run their shoe-centered AI when they could buy this off Nebius or IREN.
>>
>>62501818

Nebius is going to pull an oracle and rape your ass until you need KMB diapers. Just buy KMB
>>
>>62501818
>The West will NEVER EVER buy compute from China
When did I say they would?
>It does not make sense for a shoe retailer to have their own server farm to run their shoe-centered AI
It doesn't make sense for a shoe retailer to use AI in the first place.
Anyway, hyperscalers will be saddled with hundreds of billions in debt and useless chips nobody wants to pay for. Sorry about your bags, baggie.
>>
>>62501792
I will never stop believing in Walter and Axios. Monday, at first light, twitter. Long, long and long, my brothers.
>>
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>>62501822
>When did I say they would?
I did not say you did say/imply that.
That was a statement like "Admittedly, A won't happen, but consider B".
Do I have to explain to you how human language works?
>>
>that anon who missed AMD bottom by pennies on Friday
Sad.
>>
>>62501825
Look at this slimy faggot
>I didn't say the thing that I explicitly said earlier
Yeah ok retard. I feel sorry for the other Anon for wasting their time on obvious troll like you. I'm sorry your parents fucked up so badly raising you and that you fail to grasp the most basic facets of human language you colossal retard.
>>
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HOUTHIS CLOSED THE BAB AL MANDAB KEKKKKKKKKKKKKKKKKKKKKK
https://x.com/Osint613/status/2079175905046331859
MUMU TAKE COVER!!!!!!!!!!!!
>>
>dont set stop loss on oil
>drops $2 instantly
>eh fuck it
>set stop loss on oil
>get stopped out
>recovers instantly
I love giving away hundreds of dollars to tweets from literally who
>>
I am too scared to look. Are we still green?
>>
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>>62501845
>>
I thought we were gonna open blood red wtf
>>
>took out Friday's cash highs on Spooz
This is so bullish that you won't be able comprehend how bullish it actually is
>>
>>62501774
replied to wrong >>62501720
>>
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been enjoying the cope session

>I didn't say Argentina will win
>I said it makes logical sense that Argentina will win
>but my intuition said Spain
>so I was actually right

https://m.youtube.com/watch?v=A9Sr-4c-3Tg&pp=0gcJCZkLAYcqIYzv
>>
>>62501874
Why would it be logical for Argentina to win, they’ve played worse teams and got by on them collapsing, which wouldn’t happen to Spain as they’ve been in control of every match
Ah well whatever
>>
>>62501844
If you are gambling "hundreds" you shouldn't be gambling, try investing instead of instant loser lottery tickets
>>
>>62501880
>>62501880
>>62501880
NEW
>>
>>62501876
control? nigga its a bunch of twinks flailing around like faeries there aint no control there xD
>>
>>62501756
AI slop companies in India are just too tempting for managers that don't understand what they are managing. They just see it costs a fraction of the domestic companies.
>>
>>62500498
>>62500498
>>62500498
Has correct subject title.
>>
>Those massive red dildos on oil getting slurped up all week
shorts better start covering



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