Eating your DRAM 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-rates
Well I am still 6.8% ahead of my investment goal....uh which is a good thing
>>62527443If power hour actually has things go up rather than down for a change then I may actually be hopeful
TKD
Generational dip buying opportunity.
> nows
>It's a "Anon LARPs as if the AI trade hasn't cracked" episode
Bobos getting euphoric again after one day of dumping
>>62527464My descendants will still be holding these bags.
I am getting raped by SNXX>no consistent format anymore editionthank you for your attention to this matter
>>62527458anon…
>>62527459Well okay. Hey I said I'd short if I was down double digits today so I'll see about a STX sympathy relief
In this moment, I am euphoric.
>62527453 calling it
My greens>MSFT>Apple>GoogA big part of me wonders why I didn't just stick to the usual shit people buy
my portfolio is a total mess but I'm not gonna try to fix it until december
intcel-sissies, are we rebounding?
anyone else just about had it
>>62527476Well, post about how you feel about those picks on Friday.
Steve Eisman warned that the AI investment boom has become dangerously concentrated around hyperscaler spending. He said, “I think the market will go straight down” if a major cloud provider cuts AI capital expenditure, arguing that investors now see AI capex as the market’s key support. He questioned whether leading AI developers have durable competitive advantages, calling their moats “questionable” as cheaper rivals emerge.Discussing Alphabet’s earnings, Eisman noted, “They beat expectations… But they increased the capex… People are freaking out,” highlighting the dilemma facing AI leaders. Spend more and investors worry about returns; spend less and they fear losing the AI race. He concluded that “it’s all one trade,” warning that if AI spending disappoints, a broad market correction could follow.
>>62527481it's exciting I've never lost so much money for nothing before
>>62527477Same. I have like 2 individual stocks unrelated to energy/semis/AI that might save me and that's it.
nfa but there are good chances trump will declare the soh open again
>>62527471>what if something actually happensit would be funny if I singlehandedly caused the downfall of the memory trade at large
Got 9k to slurp something with. Or should I hold cash for another day like a simp?
>>62527478Need it back at $110 so I can be free from the intcel life
It's actually pretty treasonous by Western institutions to sell just because they believe the West will give up its semi/AI lead over Chyna, if we're being entirely honest
>>62527492tomorrow is taco tuesday, let that sink out
>>62527485I'm tilted and maxxed out my leverage today
>>62527488I remember some Anon mentioned a 7 figure oil short appearing, in one of yesterday's threads.
>Checks calendar>tomorrow is Tuesdayyea I'm slurping.
>>62527487I have a random tobacco stock that's like my sole green line lol
>>62527484that's funny because the high capex stocks are green today
>>62527514It's kind of funny how they're up before the thing that will dump them.
>>62527514He’s taking about a potential future event. Are you thick. >it’s might rain next week>uhhh but it’s dry outside. How do you even have a bag dummy?
>V has come to
>>62527512>>62527487I bought some puts on Rivian a week ago. Might save SOME of my NAV if we turn into a wider bear.
>>62527502>>62527511But that means more bombing since he would be tacoing from the end in bombings from the weekend?
My saas stocks are nice and green.I bought the dip :)
My semi thesis is that people were so worried about a bubble that a slight down day made everyone panic and start selling because the "bubble" popped and then more people panicked and sold more creating a downward spiral.
>>62527484>The stock market is just bouncing back and forth between semis and saasAnd this guy thinks the AI bubble is popping lol
Gonna pump? Gonna V your pants? Maybe? Maybe shit and cum?
>>62527530Nice cope.
>>62527519No we already saw that happen. GOOG reported negative free cash flow and guided way higher capex than previously thought, dumped and recovering. Why are people buying the dip on GOOG? It's supposed to be over. muh capex
>>62527530So.. a bubble?
>>62527540bubbles on bubbles on bubbles on bubbles
>>62527538Love dopes like you. You discuss a thesis. That may play out and has played out over several months. Reply. >yeah but it’s up today. Beat it thicko.
Does the S&P even have enough gas to set a new high?
>>62527455she must have the torso of a giraffe.
>>62527547It's not a thesis it's a description of what already happened it's called a fact if you will
>>62527512I'm 25% port in a eastern euro gamedev company that's trading for $0.5 right now. Gonna find out if I get raped in October. Their previous, less popular releases were bumping that thing up to $4.2 and I'm ready to exit at like $1.3 for a 2x.
>>62527552Line goes up retard. Sometimes it takes a little while tho
don't make a narrative out of market movement babe. that's a trick. it goes up because someone is buying, it goes down because someone is selling. and i didnt say "people" for a reason, wealth is concentrated and the biggest wallet controls the direction of the market. they don't always buy when they "should," don't always sell when it's right either. study the facts and invest accordingly, and eventually time will prove you right.
>>62527536I'm not holding any semis but I'll be buying early august.>>62527540Not really because I still believe the fundamentals are solid and that the companies are mispriced
It says here I've lost 300 dollars since starting investing like a month ago.
Notice threads are really dead compared to what they usually are like at this hour. What’s the DRAM bagholder suicide rate now?Please don’t do it. You can still recover
>>62527484Lad it would not be a "correction"
>>62527473It wont last but at this point I swept the bottom on chips.
>>62527562It's not a real loss until you realize it.
>>62527558Why rush. Let it bottom. The amount of tech baggie crying in here this last month should tech you that lesson. Sentiment is not even peaking in the negative. It’s just beginning to go bad.
My fellow intcels we might go green
>>62527571I realized some of it.
>>62527563They have been dead for 2 weeks now. Overall market is trending down since ATH.
>>62527484I don't disagree with him but he's missing the point that for google the AI spend is considered existential, their search is threatened so they'll keep spending. There are other companies like google that see this as an adapt or die moment. If your options are get supplanted by chinese llm's searching the internet and spending you'll spend until the bitter end. >>62527514I think it's because if all companies with more speculative, less existential, exposure to AI can and will be shook out. So who wins and loses? Semis lose all a lot of revenue but the google's of the world that are intent on still competing instead of being passed by by the rest of the world will keep still need to buy. And for the survivors the chips will be a lot more cheap.
>>62527562>It says here I've lost 300 dollars since starting investing like a month ago.lucky you
and we're green once againWOOHOO
>>62527555the new witcher game?
>>62527484I mean hes 100% accurate but the whole thesis is IF. We all know what happened to Philip II.
>>62527465i kind of get it
>>62527584pokemon investors are also dying keknintendo is massively reprinting
>>62527455creepy pedofaggot OP picyup the janny is baking the threads again
>>62527562>It says here I've lost 300 dollarsSo far
>>62527589Nah, Valor Mortis. But I do have another 10% in CDPR. There was a juicy dip recently that I slurped.
>>62527581For simple search. Did they really need to go that hard? Spend that much. Should have taken a leaf from apple. They’re giving away AI compute to the level people need just to find basic shit in the net. They could have just taken some appropriate stakes in some models. They didn’t.
>>62527599hmmm... maybe I should look into game shit
>>62527577Spoke too soon it seems, it's a hard life being an intcel
BING BING BROSWE ARE SO WAHOOO
whyyyy do iiiii keep fooling myselfwhen i know it will moon something elseonly a fool keks his ownbaaaaaaaaags
>>62527458based...
>>62527435Yeah. Fucking sucks that I didnt sell in June. I was so fucking close to selling but I didn't. I fucking hate myself right now>>62527468>1 pbtid>arrogant mumu>ignores that semis and memory have been dumping for like a month nowFuck me if you retards haven't been shaken out then no wonder this shit has still been dropping all this time fuck I really should've sold in June!
>>62527596>pokemon investors are also dying keknintendo is massively reprinting...you're kidding rightanother thing to add to my losses LMFAO>pic related
>Klarna and ServiceNow losing steamIt’s over
>>62527593All thesis are ifs. As in a probability over some time. It’s why saying “but this small data point today” and thinking is a worthwhile rebuttal is fucking lazy. But tech baggies are the laziest investors there are. They are the epitome of line-go-up.
>>62527602This, exactly this. Yet the smartest most informed men in the world at the center of it all chose differently. Veterans of industry who absolutely print went all in. Kind of makes you think...
>>62527602They want to keep cost's down, they're vertically integrating their own custom chips to keep costs down, and because they're a cloud company they know living at the mercy of what some other guy thinks the rent should be isn't really living.
and i asked ai about interfaith marriages in catholicism, they are fine as long as you get a letter from a bishop, and i don't see any reason why you couldn't. anyways i have 1400 soxl at an average of 129.50 and my port just went green for the day.
>>62527579
Oh now Nintendies pumps, after I already dumped mine for a small loss a few weeks ago
normies are finally waking up. its on reddit now
>>62527612Yeah, you better give those to me. You won't be making any money.
>>62527612your pic related might be safe for now actuallyits the shit like prismatic SPC thats getting gapedim a believer in unpopular sets like perfect order being the best assets, its unlikely they will reprint underperforming sets
>>62527619>they are fine as long as you get a letter from a bishopOn paper yeah. In reality the bishop do not even care if you’re in a homosexual marriage
>>62527617They knew it was prob going to do another dotcom. But they would get out being savvy. The war COMPLETELY fucked the timeline. They got caught. Hasn’t been sufficient time to fully baghold the public. It’s why you’re heading whispers of backstops for AI.
>>62527603I don't expect new highs to match the old ones because gamedev hype is over, but it's still promising enough in my opinion. CDPR also just has decent fundamentals because the old games provide a steady trickle of income. OML (the Valor Mortis company) is pretty much a gamble though.
>>62527623It's still a loss, you have less gain to realize.
i added another $500 to tsm at $390 on top of my $390 for $6.2k like couple months ago. shit so ass.
>>62527625>investing in bing bing wahoo
>>62527618Maybe they will be one of the few winners. Bit there’s too many models. Too many hyperscalers. Too many all of them to survive. Some big names will have a reckoning
>>62527607>>62527625im thinking about buying donkey kong banaza with my free dell money. got nothing else to play.
>>62527633Imagine the upper echelon making even the big fish into baggies lmao.
>>62527616I dont think its his thesis. You are cherry picking something. I didnt watch the interview so maybe it was but from that small snippet everyone whos pro tech to anti tech would agree with it. So Im not hearing an argument, he is just laying out the real risks and the current market in those two paragraphs.
>>62527636that's the beauty of penny stocks they go up by 1 dollar you're up 50% right
Power hour V has been deployed.
>>62527642I'm just saying the saas / cloud guys really know what the old scam is. Disrupt the existing industry by offering AI at basically a loss until your competitors die off, then start raising the rent. Because they did it to people like old school Microsoft.
>ELF +7%
WE ARE SO BACK
Well, today was really bad, but at least there was some recovery.
If ServiceNow keeps pumping tomorrow I’m gonna teach myself how to suck my own dick. I’ve earned it. Don’t really want to do it though…
>He didn't buy GRSDNGMI
>>62527642Open AI and probably anthropic are fucked. Being an AI company with no profits does not look good. Microsoft has a lot of issues. Google, Meta, and Amazon are laughing.
INTC actually erased all of todays loss, uhhhhhhhhhhhh?
I bought a KO put spread for Friday. Gamble time.
are we back?
>>62527671Since peppy and cock correlate with general soda drinking, i think you made a good choice.
might buy the ASML dip. Thoughts?
>spend last 5 hours erasing all loss.>then drop immediately
GAUZ chuds we’re so back! Now I’m only down 35% on that stock
If DRN crashes I'm fucked
>>62527388This was ironic, right? I'm good with irony actually, but on 4chan you never know.
>>62527679
>we're so back>I'm still down 3% for the day instead of 4.5% earlier.
Will KOSPI trigger a circuit breaker tonight?
>>62527677>China Is Building Its Own Chip-Making Machines. ASML Under Pressure as the Technology War Enters a New PhaseI don't know lad. Looks risky.
>>62527690Same, slightly less raped than a few hours ago (but still raped). Financially speaking
kek
>>62527691well it's gonna open red but after that who knows
which sector is good to LONG right now?literally everything is giga red but stillquantum?space?semis?diapers? defense?
Chinese models on CHINESE hardware! With CHINESE RAMS!!
>>62527697As a semis bag holder....Semis, especially KOSPI (DRAM)
>>62527692I believe its FUDits usually FUDFUD doesn't scare meits my buy signallots of FUD around semis nowadays
DISK ETF holds 10.56% CXMT in case anyone wants to play the Chinese memory
>>62527697Healthcare
>>62527699Habeeb it!
>>62527685In every joke there's a small core of truth
>>62527512mfers are still smoking?
>>62527692i'm betting on the chinks fucking-up servicing those machines (which is like 60% of ASML's revenue anyways) and the upcoming Taiwan war leading to the destruction of TSMC's plants and a high demand for new foundries in the U.S. and Europe.
>>62527709Apparently they’re making a lot of money on vaping now
>>62527709Drinking companies are down bad, Pernod Ricard and other french stuff. Question is, will people start drinkign again. Drinking is at least fun. Smoking is the absolute worst "casual" drug
>>62527697financials
I am about to turn into a 30 year old boomer and seeing pics like OP give me baby fever. Crazy how nature do dat. I need a Diana daughter
But anyway is SNeedisk a buy, maybe tomorrow? A quick pump to 1500 and you're up 25%.
>>62527717i'm 30 and i'm just really horny all of the timestill 'ate kids
>>62527709yeah it's all vape stuff vaping is huge
what does the market have against COREWEAVE?
>>62527697I rotated into some Dow Jones boomer stuff. GS, CAT, UNH.
>>62527726CAT is a tech stock now
>>62527726aren't you supposed to rotate when they are giga high overvalued not when they are 30-40% down from ATH?
I wish a journalist would take out a hammer and smash Trump's face in when he tells a lie during an interview. I hate the fucker so much.
>Gooooooose
>>62527691Nyes
>>62527722they have lots of debtthey are growing with infinite debtdebt is bad when macro is badits simple, really
Might get a perfect 0 P/L crab day today
>>62527737delete this or the soh remains closed
>>62527737Alright
>>62527720Oh I’m still horny all the time it’s just before it was horny + not giving a shit about kids or a relationshit whereas now it’s horny + wanting a relationshit and kids
>>62527557upvoted + take my gold kind sir
is spy going to 0? like literally 0? is this possible? because it looks like it. I dont want to lose everything. I have been in this game since 2007 and this is by far the worst I have felt about the economy.
I'm still kicking myself I didn't sell this week MU calls at open last Friday.Shit was obvious but I hadn't gone to bed yet and I convinced myself looking at pre-market I was just tired hallucinating.
>>62527720y-you... ate kids...?
>>62527593I saw marcus today
Thats the bell.Howd it go?
>>62527761-4.49%I didn't come here for this
>>62527752>this is by far the worst I have felt about the economy.same. i'm only 100% long instead of my normal 300% long.
>>62527697Yes, invest in KMB (Kill Me Baby)
>>62527761went shit, I'm down 1.06% thanks to oil
>>62527761Flat as my ex gf
>>62527761I’ve had better
>>62527752> At home eating tendies when ring of phone>"SPY is kill">"No"
>>62527768is your ex 8 years old or something?
>>62527761>+0.78%What happened to DINGanon?
I've been crabbing for months and I have no one but myself to blame
>>62527761-7.16%on the plus side, 7% down now is significantly less money than it was a month ago
>Micron back to $900>Someone's buying the dip:OOOOOO
>Another red day for the US marketsWe're finally getting to the point where Trump's TACOs have no effect anymore (except for oil). Might be worth it cutting losses and sitting on cash soon.
crabby day, wish it would go lower so I can slurp before sk hynix earningsthat will 100% pump semis
>>62527761Down 5% but managed to cut a lot of the cancer and invest it in the tim apple/semiconductors bubble.(Kill me)
>>62527761+5000 Swedish crowns
>>62527765I'm 90% calls on DRAM stocks or DRAM shares I got assigned on.
>>62527774Hes on vacation.-.74% here.
>>62527761
>>62527752The worse the economy the better for the market, you should know that. The market thrives on the suffering of the mass. That's how it is designed
>>62527761far from wagmi but at least i made it
>>62527761Bobina dommed me and gave me cock and ball torture
>>62527761-4.5%I was down uhhh 12% this morning so I am happy. I trvst the plqn
>>62527773All ass. Of course this Epstein fag thread assumed a child.
>>62527746probably just peer pressureall my friends are settling down with insufferable roasties rn
>>62527777SEVENSEVENS
Holding Berk is so FUCKING BORING AAAAAAAAAAAAAAHHHHHHHHHHH
>>62527761I hate this market so much, when will Trump TACO for good? I am tired of the Iran shitfest.
>>62527798have you tried selling your berka berka and buying omah for fun and wacky overlay?
nvda is +13% for the past 12 months while spy is +16%. this is all so tiresome
>>62527791Bobina is so hot, I simply want to bang her
Well I am still up 46% YTD so I am content...for not...>>62527799Tomorrow
>>62527795kek i just noticed that, it would've been funny if I was -7.77% down for the day too
I'm seeing a low hanging yellow moon, fat, but not full
>>62527761A little lower but i doubled down on what i believe in
>>62527799We're actually at the point where oil needs at least a year to recover fully.
>>62527761-2.5 poocent
>>62527761how did everyone lose money? markets were up today
>>62527809Reminder the FOMC is the same day as the full moon and it's the "buck moon".
>>62527761+0.079%. Guess how much I have in cash
>>62527803Gugu Gaga is over
>>62527814Your mom was up today and let's just say it caused rumblings all across the world
>>62527794Maybe. But also sleazy hookups or jumping between FWBs that last a couple of months and sputter out gets tiresome after a while>>62527804I’ve gooned to her unironically
>>62527803>>62527817I hate these lil nigger birds so fucking much.
>>62527821Leave her alone :(
>>62527817not cool
>>62527814oil down over 8% today
>last all my money on spy calls>gf caught me pissing in the sink It's never been more over.
AAPL is going to pump to 350 before earnings and drop to 285 afterwards
>>62527829wtf how are you reaching the sink with your pee stream?
>>62527827so everyone on /smg/ shares one braincell?
>>62527834should have been obvious before now, but yes
>>62527827how the fuck is oil and tech both down
>>62527829>gf caught me pissing in the sinkshes just jealous. tell her she may do it too. once
is marvel a pump n dump?whats the gimmickwent from 140 to the fucking overvalued land and now back to earth
APLD massive earnings beat
>>62527838This>t. pee fetish galfriend
>>62527761not goodbut due for a turnaround
>>62527829Not very normie hubbie material of you doe
Where is GRRR anon? Why did he disappear?
