intcel 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>Best Investing:https://www.bogleheads.org/wiki/Getting_startedhttps://finance.yahoo.com/quote/VTI/>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-ratesPreviously on /smg/>>62518653
>>62519553I dont think I've ever seen a week like this before. To bad no more anally.
> futures
>lack of futures
>>62519561Also, aren't some futures supposed be switching over to 24/7 any day now?
>>62519553>Seagate>Bloom Energy>Arm>Qualcomm>Amazon>Microsoft>MetaStacked and schizo week ahead.
>>62519567>Silber
>>62519571The absolute state of pmfaggots, you guys are beyond fucked
>>62519568Figures its the weak i'm out of townI'm going to hold onto my tech and hope for a happy surprise when I get back
>>62519571It's gold.1OZ1! is the ticker on TradingView. It's supposed to 24/7 as of today, but maybe it's after the next Saturday maintenance window that it goes live at 4:00AM CT tomorrow.https://www.cmegroup.com/markets/metals/precious/1-ounce-gold.html
>>62519577>>62519568Meh, it will be google 2.0
>>62519577Didn't Google just beat their earnings by like 200% and still dumped?
>>62519580Except Microsoft. They have a rougher road ahead. Wouldnt own that one right now.
>>62519571Trading silver 24/7 will happen, heck its happening now in IRL but its not gonna be healthy for the type of brokies who will do it. Look how many lives have been ruined by brokies gambling on silver. Just 6 months ago they were paying $130 an ounce. try to sell it now you would be lucky to get $50
>>62519583People don't want to own big companies that earn a lot right now.
How are we feeling intcels?
>>62519585I’ve been rewatching the remastered re re release of the Chris Chan documentary and I don’t know why
>>62519592I just know him as the guy everyone on /b/ laughed at. Why was he famous, what appealed to his fans?
>good earnings it dumps>bad earnings it mega dumpsjust dont report earnings at all, say you lost the data, its a mystery now maybe the uncertainty will make retailtards want to buy it
>mfw this month in the marketi want off this ride plspls it hurts :c
Be careful out there anons its Friday peeps be ride'n dirty and you dont wanna get caught slippin
>>62519628>that was over fifteen years agoanon's over here uncmaxxing
kevin pleasebessent please
>>62519634I lost my virginity to this song when I was 43. I have fond memories and like to relive it often on Fridays because I have not got laid since then. I miss her bros.
>>62519634>2011 was 5 years ago
>>62519642honestly feels like the universe has collapsed and been reborn several times over
>>62519634>anon's over here uncmaxxingWhen I have a case of the Monday's I listen to the Lulz song and it always cheers me up, especially as losing my ass playing with options
>>62519603He was the original lolcow. You have to just find a YouTube explainer or read a synopsis. It is a long and autistic tale.
>>62519583I heard like 50% of their profits were from anthropic and spacex stonk.
>>62519603>what made him this way?>what is the attraction?>what keeps us fascinated?
>>62519639sry pal, not in this economy
>middle east on fire more than everWhy is this nigger down??? WTF
Woah, it just went live. COMEX 1-Ounce Gold Futures. We have 24/7 gold now.TradingView Ticker: 1OZ1!
>>62519583free cashflow negative and liabilities went up by 56 billion with a promise to keep shoveling even more into the fire>>6251964799 billion (unrealized, SPCX at 170.86) which translates to 69% of net income
>>62519698>unrealized
So we still have no idea as to why her reversed course and stopped pumping?If he/capital didn't need to pump for war support, then why do it at all?If he/capital did need to pump for war support, why drop the pump when morale is lowest and we're closest to ellections?
>>62519704Fed heel turn
Sex without Space
>>62519708Nothing has changed which is outside of elite control.The fed was never going to raise rates when we're trying to wipe the debt and balloon borrowing costs.No information has been uncovered which isn't released under elite direction.This is an intentional dump but a weird one given we just went back to fighting, whereas two months ago an Iranian missile blowing up a pipeline would be met with broad spectrum bullish headlines, TACOs, and +2% pumps to shore up support.Yet now, when the public would be most predisposed to war exhaustion, its extra tarrifs, "im literally going to kill them all" truths, and bearish media coverage.It doesn't really make a lot of sense.I'm going to figure it out but it'll take me two weeks of digging so if one of you could just tell me that'd be swell.
>>62519719Why do you write paragraphs of nonsense?
let him cook
NIGGERS!!!!!
>>62519739This
>>62519735What's nonsense? This is the standard belief of most smiggers and people who aren't sub 90 IQ.
>>62519739based
>fell asleep yesterday with spy 1dte>slept right through the pump and my calls were worthless It's not fair bros.
>>62519719they barely let it go down. i don't think anyone's jumping out of windows with SPX at 7400. except for people here that gambled with leverage on semis.
its literally over
>>62519759yes but why now?this is the question.
>>62519300>>62519309>>62519332I'm a little confused so do you have buy puts or buy calls or sell calls? It kinda sounds like you have all three? Give me a rundown on how you're setting up these trades? Is it something like:>MSFT>buy 500 shares at current price>sell 5 calls otm (near or far?)>buy 10 calls far otm dated for 2027>buy 50 puts otm (near dated?)
>>62519742>This is the standard belief of most smiggersThat's the problem. Most people are idiots so all you did was string together random schizo bs you read here. It's not smart or actionable, doesn't add value, so why did you write it?
>>62519768>not voting in the guy who shares his insider trades with the worldits like you guys actually dont want to make it
>>62519773Hes just a degenerate gambler. His fate is already written as is yours if you start down that path
some unc music for this fine eveninghttps://youtu.be/3qVPNONdF58?si=GTR0VlVN7NV7YS8Z
>>62519775>why are you saying things i don't approve of?first world country website chang. why are you behaving like a redditor and getting assmad over someone discussing something instead of adressing the points made?
>>62519568Plus Apple, plus everyone's favorite hyperleveraged hanguk asset SK Hynix.
>>62519802>SK Hynix July 29>Samsung July 30
>>62519807I wish I had the balls to start shorting both
>>62519807unfortunately...
>>62519811Short MU
>>62519801>hurr durr ur brownMore pol brainrot>Nothing has changed which is outside of elite control.>The fed was never going to raise rates when we're trying to wipe the debt and balloon borrowing costs.>No information has been uncovered which isn't released under elite direction.>This is an intentional dump but a weird one given we just went back to fighting, whereas two months ago an Iranian missile blowing up a pipeline would be met with broad spectrum bullish headlines, TACOs, and +2% pumps to shore up support.>Yet now, when the public would be most predisposed to war exhaustion, its extra tarrifs, "im literally going to kill them all" truths, and bearish media coverage.>It doesn't really make a lot of sense.>I'm going to figure it out but it'll take me two weeks of digging so if one of you could just tell me that'd be swell.This is q tier retardation, reading it makes you dumber, writing it,,,,,lmao you trying to impress retards? Yourself? seriously why did you write this dumbshit?
>>62519807>beat earnings>crab down 5% over couple of daysthe top is truly in
>>62519814ive never posted on pol in my life and have never used itI get my understanding from books, which you should read, and you would do, if you weren't an 85 IQ conformist slave who needs to go back immediately.
>>62519807So go long on samsung before skhy earnings and sell them before samsung earnings?
>>62519820Samsung already had its preliminary earnings released that dumped them, where I suspect the full release won't hurt them and possibly only boost them.Probably something about how chips are great and printing and due to the same thing their other businesses are suffering.But I suspect everything will keep dumping anyway. Forward P/E 5 soon.
So what more likely to happen? The rest of the world telling the US to exit out of Iran or are we gonna get another coalition despite the hate for trump. I'm seriously getting some 2000s era gulf war shit right now and I swear it started the same way.
bad news guysmy model went risk off yesterday
>>62519848The only models I wanna hear about in here should be wearing string bikinis and posing.
>>62519844they are going to go back and forth while europe digs its head in the sand until trump is out of office, then some generic liberal like biden will make israel sit down for long enough to secure a peace deal.there will probably start some anti terror operation and the US will set up "peace" bases in lebanon to defeat hamas and the wheels of the MIC will keep rolling as usualthe real fun will be when the next president decides to put an end to the ukraine war
>buy avocado >its not ripe yet>mfwJust when you think life can't get any worse
>>62519844Nobody wants to send his countrymen to die for the orangeman's chimping out. My position remains the same as it was 2-3 weeks after the bombing campaign started: there's going to be a US ground invasion. Not saying occupation a la Afghanistan, but at least an operation to secure the Uranium. He HAS to show something for the billions he spent and the trillions he cost the economy.
>>62518672>Biden created COVID>Biden invaded Ukraine and caused an inflationary energy shockEverything that caused the 2022 bear market was a fait accompli as far as the admin was concerned.
>>62519852Your investment will pay off in the future
>>62519844No clue. It's a tough one. Obviously everyone wants to see the oil flow and are probably pissed at Don for going in, but the question becomes under what circumstances would the oil flow now? Even if you don't care about the politics/Iran, the whole toll booth scenario doesn't seem all that acceptable, especially as a precedent overall, but I suppose that it might just do, where you then build the oil transportation systems to ultimately bypass the whole strait, which may take years and in the meantime you just get pay the tax.The other questions are about Iran self, where you may or may not want them to hold unto enriched uranium, but honestly that's mostly not too relevant as it'd always be an issue for Israel and by proxy USA, so even if no one else cares about it, then it won't cease to cause problems.Dunno, it'd seem the best to just pay the toll for now for the deal of Iran decreasing the enrichment of their Uranium. It might cause some pain temporarily, but it may be something Iran could be inclined to do and the biggest pain point being mostly elevated, but it seemed to have been on the table already and Don didn't agree to it.There's been long enough time, where I'd hope that some sort of plan to resolve this situation has been conceived and could start taking effect, where current escalations may just be another pressure point, but I'd kind of afraid that it's gonna be boots on the ground around Hormuz to try to secure it, which will ultimately not work and may take years to resolve.Well, I'm already tired of this either way.
Will semis and memory ever go up again? I want to enter into it using leveraged ETFs but they just keep dumping more and more
>>62519864Go all in SOXL with maxed out credit cards first thing Monday. When you’re bangin all those whores in Dubai. Tell them Dave sent you.
>>62519853He could bomb mt. meme (pickaxe mountain) give saudis nukes and leave, with the toll working out like >>62519861says
>>62519819Why did you write it?
>>62519864As a heavy semis bag holder I do believe so. Google capex has risen by a bit, meta's internal memo has confirmed they're doubling down on compute. The earnings of semi companies were all stellar so far. Hynix/Samsung are also entering more long term agreements. It's pretty much all bullish news, where the companies are now trading at like 6/7 forward P/E's and everything's confirming that the shortages are getting worse and worse.The question is whether and when will it reflect upon the stock prices, which I can't tell, but the thesis remains and the chip companies should be printing for years to come. If I were to give and advice, maybe get into AMD. It's pretty promising one. Maybe into KOSPI as for example SK Hynix is trading at high premiums on NASDAQ.
>>62519875That sounds very risky. Why Dubai when they are getting missiled by Iran?>>62519881I'll just buy SOXL and RAM
>>62519885>I'll just buy SOXL and RAMGood luck. You may need it.
>>62519864There are leveraged inverse ETFs, but you better time them right. I got squeezed and sold, only for the same ETF to make millions without me. There will always be a certain point were things are just suddenly pumped, just not near ATHs. Either short as high of a pump as possible or if you see the KOSPI dump, or short just before earnings and go to sleep.The dumps will likely pass eventually, but you don't want to slurp longed leverage.
>>62519589just fine. the earnings report was good, still up nearly 4x from my cost basis and not selling any time soon. on friday they were doing the dump ai buy garbage trade again, there's not a lot of life left in that and they've already wrung a lot of people out. $200/share is still coming, probably before the end of the year in the next semi bullrun. i bought 42k of soxl on friday with margin i'm so sure of this, and willing to add more if they test me.
>>62519876Could, but what if the bomb doesn't work out? It's supposed to be a nucular bunker buster or something if they want this to succeed, right?
what the fuck happened to my SNXX :(
How many times did you guys have to start over from 0 til you found a rhythm(got lucky)
I'm throbbing just thinking about the rate hike.
>>62519896What about cunny hike?
holy fuck bros someone is trying to sell 100m worth of mu over the weekend, we aint going past 960...
>>62519898I'm a bear so I'm gay.
>Markets next week>https://youtube.com/shorts/SYkXjuuxZiY?si=pKKV0QoevDLwhpf_
>>62519904Isn't that the Michael Burry short?
>>62519694that's pretty cool
Since july first SNXX is down 50%YTD we are still up 340%Since july first SNDK is down 30%YTD it's up 421%
>>62519878As a redittor with no interest in the mechanism of action behind events, satisfied immediately with the first answer that is delivered to you by the swarm (as you view intelligence and consensus as interchangeable, and really this is the basis for your interest in anything, being more of a node or a cell in a larger gestalt than an actual person) you wouldn't understand.the only thing that upsets you is you is a lack of consensus, a foreign body in the larger organism of which you are but a part, which has totally consumed your ego, you colonial organism SIPHONOPHORIC NIGGER
>Reporter: You reposted Laura Loomer interviewing Zelensky. What do you make of growing MAGA support for the war in Ukraine?>Trump: They support what I support.Kek MAGAts are subhuman.
>>62519575Gold is probably bottoming out. 4440 in august.
The real Mr Big short is bullish for miners.
>>62519943Billionaires loving miners is not a new thing
>>62519895Got lucky? Gee, just don't be a dumbass and it's a simple formula
>>62519933Damn. He. Won’t understand that though.
>>62519947Ok, I'm listening
>>62519895When I decided to stop being a loser gambler chasing dopamine and treat it seriously.
Qualcomm showing the world that excellence we've all come to know and lovehttps://www.youtube.com/shorts/ciO5_GXDWZo29 second mark
>futureshttps://www.youtube.com/watch?v=CccRP6l5WJY
>>62519961Voo and chill or faster way is start a business, leave here or losers like this>>62519933 will fill your head with shit .
>futures
>massive amount of shorts on chips for zero reasonWhen will they let it pump to liquidate the retail gamblers.
>>62519943>look him up>height 5 foot 4Damn
>>62519997>semis short squeezeSounds like a weird timeline.
Opinions on Oracle?
>>62520014Very boom or bust. If you think the AI datacenter model will work, it's a pretty high upside bet, otherwise stay away.
>>62520004Because it's all been sold off so unreasonably and because "it da top of da cycle!" is being spammed everywhere even though that's retarded because demand and profits are only increasing each quarter.
>>62519982>voo and chillWhat so I can be 80 and tired with a bunch of money?
>>62520020Market sentiment matters. Fundamentals may be great and improving, but if everyone thinks the whole thing may and will fall apart soon, then it could stay undervalued for months and years. Same thing that's happening to MAG7/software.I sure hope and think this is just a temporary correction, but it's plausible that the debt may come to bite one of the big companies soon and then the whole thing will start to unravel with comeback never coming back, but that's the price of being in the game. You may be correct in a way, but it not ultimately mattering.
>>62519911Is that how shorts appear on the market as a sell order?
>>62519553Is Whirlpool in the Space AI data cernter supply chain?
DRAM bros..
>>62520021anon just select 3 indicators and watch what they do before a giant bear/bull candle and have a fallback plan when you're wrong, then just hunt that same 1 setup.then figure out a good risk:reward ratio and win rate for your strategy, it'll take 1-3 years depending on how much time you spend on it.
>>62520024>Same thing that's happening to MAG7/software.Software (apple) is pumping.>the debt willdemand will only keep growing and trump will bail it all out. The 'sentiment' of a retarded market does not matter when the government wants it to go up.
New AMD moon soon. I can feel it, bros.
>>62519904Also hyperliquid is clearly going to 1 trillion mcap.
>>62520021Your choice is broke at 40 or rich at 40 you and all the other baggies have already chosen
>>62520038Since when is Apple software? The reason Apple is ripping is due to not spending absurd amount of capex on datacenters and still likely being a company that will benefit due to manufacturing devices that are likely to proxy all that AI products.
>>62520044What's the point of money when I'm 40 when it's nigger central
>>62520038We need a fucking IQ test to post here ASAP. This shit is no longer acceptable.
>>62520021My man we are all wagie cucks here pretending to be investors, retirement is only possible when the state say so.
How hard will Euro markets pump if the Ukraine War ends - is that already priced in?
>>62520054Or if you run some type of extractive business that doesn't produce any value whatsoever like dropshipping or flipping houses. They don't call it the wage cage for nothing.>>62520056Construction sector and industry will pamp probably.
>Cathie Wood sold all their AMD to buy SpaceX at $139
>Michael Burry has a short position on DRAMomwari da....
>>62520067With next week's earnings, everything will come into order.
>>62520047I used my wealth same as everyone in the last 80 years to move away from them
>>62520067How is his nvideo short going?
Cash baggies are winning hard.
>>62520091Sure hope they won't miss the recovery again.
>>62520084Don't worry anon, they'll dump Somalians into your neighborhood soon enough
This subreddit is so dead ,what happened?
>>62520111casinos closed
>>625201131pbtid
>>62520111Margin called and we've all been liquidated.
>>62520096Somalians only exist (outside somalia) in countries where they are paid to live. That's western Europe and the anglosphere. Make enough money to escape from western shitholes and you will never see a Somali. Use your hatred to fuel your gains. I believe in you
Cryptoxisters, will hyperliquid pamp further? What´s the consensus.
>Michael Burry has a 200m short on skhxITS SO FUCKING OVER
>>62520146Has he ever even been right since 2008 or is he still living off that reputation?
Went to the art museum....
>>62519904>>62520067>>62520085>>62520146lol
>>62520111>DRAM computer
>>62520152I hate modern women
yo what if a nigga just grew a human brain in a petri dish and downloaded the internet into itwhy all the fucking around with silica
>>62520146>Fast forward a month >Burry 'It is with regret, that I must announce the closure of my fund once more. The market conditions were not favourable for my positions, the data wasn't wrong, the market was. Anyway thanks for the substack millions you morons, I've upgraded from a glass eye to a solid tungsten eye. Burry out niggaz.'
>>62520162Its tough out there but it could be worse
Since we're at the start of the bear market its time to think really hard about what the next moonshot is.No, it's not spcx lol theyre secretly a telecom company.What are you thinking /biz/?
>>62520180GRRR
>>62520180GAUZ
>>62520180Its still sminiconfluxers
>>62520180nuclear power/energy - simply because china and russia are both leaps ahead in this sector since they dont have big oil lobbying against it and the US will pour money into it to catch upminerals/rare earths refinement - so we dont have to depend on our adversarys minerals to actually make defensive weaponscommodities are the next buy and forget for a decade or two.
>>62520197RR Rolls Royce for Yuro Nuclear exposureOKLO & SMR for US Nuclear exposureCCJ, NXE, UEC and UUUU for uranium exposure
>>62520193Yeah this guys probably right.
>>62520180If you look at forward P/E as a valuation guide. At current prices and cash flow being generated right now. Gold and silver miners. They are the most undervalued sector in equities. You can check it. Healthcare comes close. If prices rise on another leg? Those P/Es are going to look ridiculously cheap.
>>62520190>Gauzy Ltd. is an Israel based companyNo thanks
>>62520209Did forward P/E factor in the costs of the prolonged massive oil spike? Which Miners use an enormous amount of?Bullish long term for gold and miners but we haven't bottomed yet.
>>62520226Gold bottom is $3,500 Silver $48Literal King Midas here btw, not that u care :_:
>>62520226SILVER X MININGI’ve done a calculation to show you. Based on the current oil, gold, silver prices for 2026 for their actual production. And a second scenario. Higher oil, gold, silver 2027Under specific pricing frameworks, Silver X Mining (TSXV: AGX) drops to compressed, single-digit P/E ratios as extreme metal prices completely override rising oil-driven energy inputs.## Core Metrics & Proxy Assumptions* Shares Outstanding: 286.74 million common shares* Stock Price: CA$0.64 (US$0.47)* Baseline Market Cap: US$134.77 million* Corporate Tax Rate: 30%------------------------------## 1. Rest of 2026 Scenario (H2 Annualized)Assumptions: $100 Oil, $4,200 Gold, $65 Silver* Projected H2 Production: 400,000 oz silver / 5,000 oz gold* Gross H2 Revenue: US$47.00 million* Adjusted AISC: US$18.50/oz AgEq (inflated by $100 oil)* Total H2 Operating Costs: US$13.38 million* Net Income After Tax: US$23.53 million* H2 Projected EPS: US$0.082* Absolute H2 P/E: 5.69x* Annualized 2026 P/E Rate: 2.85x------------------------------## 2. Full Year 2027 ScenarioAssumptions: $120 Oil, $4,500 Gold, $75 Silver* Projected 2027 Production: 1.10 million oz silver / 14,000 oz gold* Gross 2027 Revenue: US$145.50 million* Adjusted AISC: US$21.00/oz AgEq (further inflated by $120 oil)* Total 2027 Operating Costs: US$40.74 million* Net Income After Tax: US$73.33 million* 2027 Projected EPS: US$0.256* 2027 Projected P/E: 1.83x------------------------------## Summary Table* Rest of 2026 (H2 Annualized): 2.85x P/E on US$23.53M net income.* Full Year 2027: 1.83x P/E on US$73.33M net income.Look at those numbers. Even happening now. 2.85x. They are going to rerate. Fucking Micron is over 6x ! Look at the 2027 scenario I built. 1.8x. These companies are PRINTING as we speak. Especially ramp up stories like this. Tesla? 150x!!! DOGSHIT. Even 150 oil doesn’t change much for the right miners.
Anyone else here get the weekend blues when you realise you can't trade for two whole days until the markets open on Monday?Or are you just glad you can have a break from the emotional rollercoaster?
>>62520232Now think about the buybacks available to compose drowning in this much free cash. 75% margins. Takeover acquisitions from the big boys.
>Google has over a trillion in obligationsnani
>>62520243Over how long period of time though?
>>62520243Short Google stock then lad!
>>62520235I'm all out of cash to buy and my only green position is AMD. I'll sit it out until November, UNLESS a massive drop occurs and I'm able to scrape enough to buy in.
>>62520247$200 billion is the next 12 months and the rest is 2-5 years. But:>Anthropic signed a massive $200 billion, five-year commitment to use Google Cloud infrastructure and Google’s custom AI chips >This single startup accounts for roughly 43% of Google Cloud's entire backloglmao
>>62520250Yeah, Anthropic is a pretty big company.
>>62520203Big fan of RR, due for a massive breakout when the Iran shit is over (big "when" there though)
i think my life is over brosi did everything possible wrongfrom education to investingidc how to ever recover againno jobno gfno friendsno moneyno supportive family health issues why live?
>>62520250Anthropic is a really big Google customer. Guess who is a big customer of Anthropic also. Google!!Kek. It’s money flowing in circles that’s being kinda hidden in the debt and off balance sheet obligations. The evidence is always free cash flow. You can’t fake it.
ayo fuk dem otha nigguhs, /smg/…
>>62520232Its pennyshit. You gotta in life risk as well.
>>62520085>Michael Burry’s primary long-term bearish play against Nvidia consists of put options on 1,000,000 shares of NVDA with a strike price of $110 expiring in 2027.At least his Oracle shorts will make money
Everyone's bearish time to slurp
>>62520264It’s in production. Delivering and expanding. WTF are taking about. If a stock is 200 dollars and goes up to 215 in a year. It’s dogshit. If a stock is 0.65 cents. And hits 3.5 in a year. It’s fucking gold. Are you that stupid, that you think all stocks under a dollar are automatically “penny stocks” and not gains machine potential? NGMI. Go buy some Tesla for 300. You like big numbers. They’ll be big red ones.
everyone forgets that suffering and loss are actually a good thing because they build character
>>62520273Wrong, I'm bullish, though very demotivated. I sure hope next week will finally do some magic, but it's been pretty much all good news, yet it's still mostly more and more dumping.
>>62520275that's rightThere's a reason Luke Skywalker didn't quit and reload when his family got killed - loss and recovery is dramatic.
>>62519875You go all in on SOXL when it's trading under $10.
>>62520275
Are there actually any good accounts on Twitter to follow? Based on just searching for tickets it’s 99,9% bots
>>62519768Kinda feels like the wkuk skit with bears on the moon.
>>62520284I wish I was like him but I am not there yet. I still have some character building to do.
>>62520269I have the 100 strike in Dec 27
Treasury “buybacks” operations up to this weekend for the year. They’re huge. None of this is truly audited. So this “retiring of debt” is likely pure straight to the vein monetisation. Obviously they are paying as the market continues to dump dollars debt (which is just dollar credit). So they call it liquidity control. But this isn’t supported by new debt or the feds cash account imo. Could also be what’s being used to setup the swap lines for the likes of Japan, gulf countries etc. who are indicating they will have to sell treasuries, on the open market to defend their currency soon, they don’t get these swaps and a buyer of last resort willing to pay a non marked-to-market fictitious value of US debt. What ever happens those bonds can’t go on the market in volume. So they must be “retired”. Liquidated. And trust the story it’s either being paid for from the cash account of refinanced. Otherwise it would share confidence in the system at these type of volumes. TLDR. They are printing like crazy behind the scenes. The Debt market is fucked if it keeps growing and suspicion forms over the size.
>>62520295I surpassed this guy a long time ago
What if hormussy doesn't matter and nothing ever happens?
>>62519881Where did you get that meta keeps going? Not too long ago they said the will start rent out compute because they dont have demand for themself.
>>62519844I get the similarities to the gulf war but this is more like Normandy. It’s quite literally an amphibious assault under fire of drones and potentially ICBMs. It would be like Normandy on crack rocks and 20,000 would die day 1
>>62520321It's been reported all over the place.https://www.investing.com/news/stock-market-news/sandisk-surges-as-meta-memo-confirms-multiyear-flash-storage-deal-4784397https://www.reuters.com/world/asia-pacific/meta-put-ai-chip-into-production-september-it-looks-double-computing-capacity-2026-07-09/
>>62519807>>62519812this is still the best movie of all time and I know nothing about movies, yet I am right.
>>62520321Meta spoke about how they "might" and it's turned into competing with AWS/Azure/Google Cloud which sounds like a plan doomed to failure considering how far behind they are
>>62520328Well, the first one's pretty good, though I'm kind of surprised it's so popular around here as it's literal transexual propaganda.
There are local models more intelligent and profitable to converse with than the average Norman now.The only thing it can’t do is navigate 3d space in the real world.Strap a laptop to a dog and you have ann individual unironically superior to a Norman.Allow this reality to permeate your consciousness.
does smg still even talk about obscure shitthe schoolbus market growing massivelyai dashcams dumped a lot recently but it's only getting startedai dashcams has a datacenter with capacity for 60,000 school buses and currently only has around 7000 in service (so only 75% margins so far) but another 7000 queued up already which scales it to 90% margins soon for that portion of the revenueit's also a memory play because they just charge a % markup on the SSDs they set everyone up lol (bare minimum 1TB SSD per schoolbus and outside of schoolbuses something like a train being equipped for FRA mandate needs 16TB SSD)last year the speculation was to hit a dime of EPS for ai dashcams and after Q3 their run rate is already 0.08 when their whole EPS for a year previously was only 0.02 or 0.03
>>62520332yeah, i am only talking about the first one. there should have never been a second and third part. the first one ended perfectly. not sure how you manage to get your tranny obsession into the plot, but why not, as long as you enjoy it.
>>62520343Are you aware of whose brainchild Matrix is? You might want to read up on it. Are you of the opinion that it's the best movie, because it had cool slow motion action scenes?
>>62520341I get in trouble when talking about filming around school buses.
>>62520349That the authors later went insane doesn't diminish the art they produced. Lots of artists go crazy.
bang bang bang...
>>62520349it's a modern messiah story in combination with an interesting approach to the simulation hypothesis. it's a really good story and whoever wrote it should have never continued it from this ending. are you suggesting the author is trans and therefore has some trans propaganda in the first matrix movie, released in the 90s? your brain is fried, bro.
>>62520356So you are probably at least somewhat aware. That does suffice.
>>62520359> are you suggesting the author is trans and therefore has some trans propaganda in the first matrix movieWell, not according to me, but according to the authors themselves. This isn't /tv/, but the amount of handwaving always amuses me.
>>62520357m-make some fucking gains
The irony of the people that made the Matrix trooning out...
>>62520352it s not cool to say anymore coz it s mainstream to say itbut i always strive to get rich enough to get on epstein island
>>62519589>still buying leveraged dogshit on margin while his underlying he is using as collateral is down 30% in a monthits like you are trying to give it all back to the casino. one chimpount from Iran or rate hikes and you are down 50% next week. why do you manage your money like a retarded faggot?
>>62520367The forced everyone to read Baudrillard. Im surprised the whole cast did not transition.
>>62519603he raped his own geriatric mom
>>62520379Wdym? MTF trannies are at least a second order simulacrum, arguably third or fourth.
>>62519719nigger Jamie Dimon literally said "we are deleveraging the markets"do you know what that means? it means they are liquidating retail bulls. I told you faggots since June that the entire world cant dogpiled leveraged semiconductors and them go parabolic forever. you guys are so fucking stupid>why>the numbers are gewd>orders locked in until 2030doesn't fucking matter. they cannot/will not let MILLIONS of fucking goys and the entire nation of South Korea become millionaires buying leveraged memes that is up 4000% in 2 monthsHOLY FUCK YOU NIGGERS SHOULD NOT MANAGE YOUR OWN MONEY YOU ARE SO FUCKING STUPID
>>62519553>HF Sinclairfacerips>Amphenolmegadips
>>62520388But space space data centres made of mined asteroids? 3 years until AGI and we all don’t have to work and live in a Star Trek world with replicators. Modern monetary theory of infinite credit expansion.
>>62519968>jeet>shilling that its "very real" please do not redeem>immediately falls into a pile of shit beside himchecks out. maybe after this next big crash we can deport them all
Oracle bonds just passed 8% which means they are trading worse than even the average junk bond market of about 7.0-7.5%
>>62520388But the numbers do look good with forward P/E of 6. The line should go up. They all have ironclad long-term strategic agreements up until the year 2030. The capex is still increasing with increased demand with barely and changes to the supply at least until like 2028? Then there will likely be push towards physical AI and robotics, which are all extremely compute hungry with expectations of computer hardware shortage spanning up until at least 2030.
>>62520407earnings reports literally do not matter at all right now.the ONLY thing in the entire fucking world that matters>1) the price of a barrel of oil>2) US interest rate decision next weekmillions of Americans making 2000% gains on sneeddisk is not sustainable and hyper inflationary. they will specifically rape your leveraged gambling account even if sneeddisk is 2 p/e and cures cancer.
>>62520406Holy shit. Baltic real estate development corporate bonds go for around 8 to 12%.
I know there's lots of European who own Rheinmetall, how are you feeling about Monday when you get heemed by XI?
>>62520406desu I think they are probably a buy soon if not already... they are getting dogpiled and priced like they are going bankrupt but Larry isn't going anywhere. The pentagon just gave Oracle an 8 billion dollar deal this week.Its fashionable to short them right now but at some point they are going to gap up 15% and liquidate a bunch of trend followers.
>>62520410Holy panician. This is march/april all over again. Nothing ever happens and this is just a dip buying opportunity.
>>62520410They're not going to raise rates because that will crash the stock market, this isn't the 1980s and the current Fed Chairman is no Paul Volcker
>>62520407nah bro, technology is dead. we're returning to monke. panic sell everything.
>>62520417I'm not panic'd at all I've been swing trading for months and bulled pretty hard on Friday. I just see what the playbook has been and they actually are gangstalking retail faggots right now and specifically trying to blow your shit up so you will go back to work. everything that Trump shilled and retail dogpiled got holocausted the hardest>IBM>INTC>MU>USARmost of the shit the president shilled at the top is down 30-50% in the last month lmao. they just want you faggots to go back to work and stop spending $2000/month on only fans or Funko pops or whatever faggot cucks spend their chip gains on. you think the dude is unhinged and maybe he is a little bit but all of this shit is part of the script, if trump went off script they would tard wrangle or deal with him but everything to this point is scripted market manipulation
>>62520402Just buy stock in Indian run companies instead of being jealous of them. Hire the best
>>62520418they are not going to raise rates because they wont have tothey wont have to because they liquidated half a retail in the last month
>>62520407>muh forward P/Eif i have to hear this shit for the next three months. there's a reason it's """cheap""". the earnings quality sucks ass, it could cave in at any moment.>>62520416likely but then they'll just keep dumping
>>62520425I played MSFT from 350 to 395 and now I'm a Google baggie. I don't invest emotionally but I do hate jeets.
>>62520422Surely you got rich with this top secret knowledge of the future or do you only see things after they already happened
>>62520416??? These are bonds. Not their stock. Do you mean buy CDS for them? They are junk. The ratings agencies changed the rules especially for them just to barely hand on to their institutional rating grade (lowest). WHEN they lose that. They will be force sold by institutions. And why do you think they are falling in value and rating anyway?One things for sure. Oracle must be finding it difficult to impossible to raise more debt. Guess what THAT means for the buildout memory lovers.
>>62520422Well, if they want to shake up and liquidate some leveraged degenerates, so be it. I don't even mind in this case, that's just part of the risk you're taking by going with leverage. >>62520427>the earnings quality sucks ass, it could cave in at any momentIndeed. That's why there are so many paper hands. Until I see a decent reason to sell I'm holding. For now I don't see any good reason to sell yet.
>>62520432They just got a deal from the government but it was only $7 billion but that's nothing compared to the $300 billion OpenAI owes them lol
>>62520431I was already rich but I'm up 7% this month so I did alright with low risk trades and no leverage/margin. I told you all this stuff since June and most people just bagheld memes and got raped instead of rotating to cheapies and swing trading the money rotation.
>>62520432>>62520435they will just fire more goys if they need to keep the lights on and eventually the kike hedge funds with infinity billion of shorts placed on them will run a reversal narrative in the media after goldfish brain kicks in with retail and the shit will gap up 20% in a month.
>>62520406I have no idea why anyone would want to fuck with ORCL bonds when you can just pick up some KMB instead for the big dividend and have the upside of getting exposure to it's price movement as people realize adult diapers will be the base layer of the AI evolution.
How do you think the emergence of true frictionless trading will impact the markets? By that I mean a system without the need for market makers and Fx conversion taxes.It will be a utopian development but I see that being the way things are going over the next couple of decades alongside 24-hour markets.>>62520180>No, it's not spcx lol theyre secretly a telecom company.Unironically telecoms is already seeing large growth but SPCX is overvalued and lacks commercial know-how. 6G roll-out, strategic duplication of systems and augmented reality will moon telecoms infrastructure giants - especially Ericsson and Samsung/LG. >>62520062>Construction sector and industry will pamp probably.My own analysis says the reconstruction contracts will take a long-time to materialise, especially as they will need to be guaranteed by the EU to have any realistic delivery. The best bet is Polish banks as the hub for reconstruction (just get a cheap Warsaw tracker) and some Eurotech giants like Siemens.
>>62520440buying ORCL bonds directly would be retarded instead of buying JNKJNK is a good indicator of the health of the debt market fyi and it doesn't look particularly spooky right now compared to the market fear levels
There’s something happening in the private credit markets. The lending into the buildout appears to be slowing. The Oracle bonds crashing is a sign it’s ceasing up. All you memory jockeys thinking the demand scheduled into 2033 or whatever can’t suddenly change should pay attention.
>>62520439shitposting aside if they do more layoffs after reducing their people to skeleton crews. They risk suicides and getting the 2008 style workers jumping off buildings if they continue to do more. Or worse, just straight up murders
>>62520443I prefer SPHY since its got an expense ratio like 10 times lower >>62520446Apparently they funded a lot of the private credit via pensions.
>>62520441Oh and food inflation will suck dick by the end of the year. The cherry season was really good this year but it's always a bad sign.
invest in a suit, aquire the skill of smoking cigars and drinking spirits, it's just begun
>>62520447it's gonna get worse or better depending on how u look at itcheck how many of the big megacaps are actually increasing the capex guidance lolaside from apple obviously coz apple is just gonna piggyback and partner on whoevers winning
>>62520446think you meant "seizing up" babe.and chips are evergreen now. ai has national security implications and it will not slow down. it's a once in a generation boom and you have everyone here crying wolf while google, literally the worlds most profitable company, is spending every available dollar on silicon.
>>62520450Yes. I have an excellent video if you like. Very enlightening. Rod Dubitsky. He worked in all the credit rating during the big shorts etc. Worked with Paulson and a lot of the guys who made big money. It’s alarming what he is saying about what’s on these insurance comps books. Very worth a watch. Great channel for credit market info by the way. https://youtu.be/DvLMvlZ_eqs?is=uqxn4jQQvqUhWDNz
>>62520446Private credit has been spooking people for months and it's probably where AI bubble may die if there is one That's kind of why I waited for GOOG earnings a lot and what will their capex be. I get that someone like Oracle may need to double down as they kind of need for this to work out, but GOOG can just fuck off if they start sniffing it ain't what it seemed at first, but they ain't, which makes me think that this can keep going on at least for some time, hopefully at least until the end of this year.
>>62520461sell your INTC and buy Google. I don't understand you trannies. the only timeline where INTC wins is if Google wins. Google can win without INTC. Google is cheaper and safer.>no I would rather get rugged for monthswhatever
>>62520461You caught a spellcheck. Thanks babe you’re so clever. I hope they backstop it all. With all the problems looming. They about could be 10s of trillions. My miners will do another 10x. No problem.
>>62520461That's actually a point I haven't seen talked about enough. It may be that USA and China takes the whole boom as a matter of national safety, which would make it want to pull any lever to protect it from failing.
>>62520468i can't sell, i already owe 5 figures to the government because of david soxl and do not want to move up another tax bracket. and google is my #2 position already. intel just needs chip demand to stay high, they have the best foundries, they just need to stay busy.
>>62520473the boom is the issue of national safety not the bust.the United States or Korea cannot function with 30% of the workforce dropping out because they bought 60 p/e tech stocks on leverage with credit cards and now they never have to work again
Will this be the /smg/ to end all /smg/s?
>>62519547That’s why I don’t read biz that much you guys overcomplicate everything. Warsh is raising rates therefore stock prices will plunge and then you buy. If you’re fully invested right now you’re fucked for a few years
>market goes up>world gets worse and enshittifies moresimple as. Just throw in index and ride the yuga.
>>62520468> Google is cheaper and safer.Negative cash flow and fake revenue.
>>62520475With AI more people will become redundant and even before the AI boom people were checking out of the labour market. If anything it'll help as these wouldn't need as much government support to survive.
>>62520425tell me about msft jeet? ibm fellow already convinced me of a great value buy
>>62520474actually i guess taxes don't work that way, but still would rather pay 0% than 15
anyways had my nap and hair is dry, gonna go buttwatching in venice again. david soxl will take you anywhere you want to go, you just have to believe in him
>>62520475>30% of the workforce dropping outwhere are you getting this figure from?i would be amazed if even 5% of people are investing in AI stocks at all, let alone investing amounts that could have life changing results
>>6252050210% of Koreans got liquidated in a week man... wall street bets has millions of faggots using it. you don't understand how many retards were just max margin SOXL tarding or 2x MU/SNDK aping
>weekend oil -3%On what news?
>>62520259lol and then your post got ignored too
>>62520506>10% of Koreans got liquidated in a week manyou're pulling these numbers out of your ass>you don't understand how many retards were just max margin SOXL tarding or 2x MU/SNDK apingpot kettle blackthis type of investing is extremely niche
>That sell volume on weekend WTIIz we getting a TACO?
>>62520512its more like 1/30 but its bad enoughhttps://www.reuters.com/commentary/reuters-open-interest/korean-stock-volatility-comes-america-can-wall-street-take-heat-2026-07-20/
Im bumping shit threads on /biz/ & this is one of them. See if you can find my post.........nigger
>>62520487they are so fake and gay. INTC bonds are cheaper because its 10% owned by the Jewish communists that run the government. the catch is the governments shares are 20.47/share. INTC is worth like 60 dollars
>>62520516thats 3% of the korean population.and that's a very economically literate nation.in the US it will be far lower than 3%.
>>62520512are you new? people here blow up their accounts every week on 2% VOO movements lmao. every person under 30 just apes calls and 0dtes. its not sustainable long term to just let tards margin max but every bull run gets more violent now and it will continue to be schizo as fuck into the future as long as the margin/leverage rules aren't changedswing trading is king now. buy and hold will underperform when the market violenty shits and pumps based on tweets now
>>62520385Kek
>>62519853How is a ground invasion supposed to work? The US can't safely operate an airbase 1000km from Iran, so how are they going to stage a million troops for a ground invasion?
>>62520526>are you new? people here blow up their accounts every week on 2% VOO movements lmaoa handful of autists on a mongolian basket weaving forum is not 30% of the population, you absolute fucking idiot>every person under 30 just apes calls and 0dtes.most people under 30 have no savings and live paycheck to paycheck. the vast majority wouldn't even know how to do options.you sound like you're completely detached from reality. maybe try going outside and talking to real people you fucking cretin.
The problem is young people don't invest correctly. They should all be swing trading. It's not their fault really, it's basically impossible for them to be as smart as me.
>>62520531with boats
>>62520532unc you are really out of touch. there are literally thousands of zoomers on YouTube shilling full port calls into the same chip shit or full port leveraged shares or leveraged ETFsthey all have DRAMthen they got RAM because obviously 2x DRAM is goodit was/still is a giant pyramid of leverage in the same chip shit and meme stocks dogpiled by millions of 2 digit IQ retail faggots
>>62520540you sound like a nigger to be completely honest
>>62520548at least I'm not a chip bagholderNO REFUNDS LMAOOO
>>62520538The US doesn't have enough boats to bring and sustain anywhere close to a million troops to Iran's coast. An MEU consists of a few thousand marines, and the US only has a handful of MEUs available at any given time.Even if it did, boats are even juicier targets than FOBs. And you'd need bases on Iran's coast once you've established a bridgehead.
>>62520554>>62520531you cant be this retarded...
>>62520554come on man
Hoo boy, I can't wait for another week of sitting in front of my computer at 11:30pm (europoor) listening to a jeet CEO taking questions from other jeets on earning calls. I'd say I've lost control of my life but 11:30 is too early for a 4channeler.
>>62519844Just more bombing and sanctions and gaslighting public into believing its not a colossal fuckup. Realistically congress wont okay a ground war and no one even wants that cept the kikes. The admin knows anything outside a treaty would be political suicide.
you should never fear death but rather fear life that never reached its full potential
>>62520571Military experts of pmg what are your stock picks utilizing your secret knowledge
>>62520540This is great news if true epic buying opportunity and retards get wiped
>>62520580KMB for taking care of all the broken cripples when this is said and done
>>62519844really funny the God put the world's biggest oil reserves and avenues of transit, which the modern world runs on, right under the feet of religiously fanatic Semites who think the land was promised to them by God 3000 years ago
>>62520580>pmg
What is everyone's thoughts on REITs?I've been thinking about dedicating about 5% of my portfolio towards them as a defensive/dividend play considering all the shit we've been through with Zion Don's campaign for establishing Greater Israel.
Stop calling me a retail investor
I'm not a retail investor! I'm an ant!
Monday is gonna be a giga fuckfest
I'm going to church on Sunday.
>>62520612What kind?
>>62520610Hope to see some god green candles. I remain pretty hopeful due to the weekend oil being down quite a lot for now.
>>62520613Orthodox.
>>62520626Ah, the russian intelligence outfit. Very good choice
>>62520514Trump has been saying they wanna do the massive attack thing, but then TACO'd out of it saying he'll wait because there's some talks ongoing. He hasn't bombed Iran since, which might be why.
>>62520629The Orthodox churches around me are Greek and Ethiopian. Very brown and weird. I'm more a fan of the Presbyterian groups in old defunct warehouses. There's a Korean Presbyterian church nearby I should start going there and go full Korean Christian.
>>62520604>>62520608you are an ape. a monkey. a nigger if you prefer the term. they call you niggers now
