an entry appears 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/>>62533737
Is this your first rodeo?
>>62534335nope. I've been 50% cash for almost a month but I went to like 75% cash today.
>bought DRAM at 81
>>62534330It's okay anon in our darkest hour a hero will save us
32% of koreans have been liquidate
>want to keep slurping semis>if I do I won't have anything left to slurp the post earnings dumpI wish I were wealthier
>>62534342Literally how many can be liquidated. What's the stopping point
>>62534342why hasnt the government halted the market and pumped a couple billion into it to save their people
>KOSPI down another 11% todayGood god...
>>62534342Hmm... more
>>62534346Gooks only look out for themselves, much like jews
>retail is dumping/being liquidated>korean banks/institutions are buying the 'dip'lol
>>62534345300% after everyone gets liquidated and then reloads and gets liquidated again and reloads and gets liquidated againeveryone knows the rule is 3 strikes you are out and at that point I think they go off into the woods and kill themselves for dishonoring their ancestors
I'm down 500% on soxl. Is it time to buy?
I'm coming home, I'm coming back down tonight https://youtu.be/UbYQErtM9Zk?si=8KSovIEu2Je_iwO6
>>62534346What if I told you they already did that?
This may get really bad.
>>62534348I KNEW it was you nips behind this. Stop it!!!!
>>62534355Yeah this is the bottom. I think 5000 is the bottom and the chinks won't let it drop lower, besides, earnings are going to be huge.
>>62534345>>62534349So 6 million?
all gains since april, gone
>>62534355How can you be down 500%
>>62534360That full English looks absolutely delightful
>>62534364
>>62534365He means it cut into his gains. Not even going to say 'likely'.
>>62534364MY GOD IT'S THE FUCKING LOST QUARTERhow will they ever recover?
>>62534365It's 3x leverage dumbass. He was down 166% but he multiplied it by 3
We are fucked, we are in a bear market now. Nothing looks good, and we are in for some pain. Burry was correct and he is having fun merry-go round shorting all the hyped bullshit. Every AI chart looks like the bubble chart, I don’t know tho.
>>62534358add a couple more zeros to their online bank, its all digital play money anyways and just full port it again
>>62534364Oversolded
>>62534374Anon spy ended neutral yesterday this is not a bear market just a rotation. If they decide to hike rates tho we are fucked.
>>62534374burry is carried by kospi nothing else
>>62534374he's wrong though>the bubble chartit's explicitly not a bubbleBears literally cannot explain earnings projected to rise to historical highs for the next 2 years while screaming bubbleBears cannot explain companies like apple rising a trillion bucks on -nothing- or tesla existing at allTA isn't realEarnings are
>>62534379
OOOOOOOHHHHHHHHHH
>>62534371the the nasdaq dropped 30 fucking % in two days I would be so fucking anti semetic.the entire fucking index unleveraged dropped 30 fucking % in two days. any leverage at all and you were cooked.most of the faggots here full port SOXL and would be down 90% in two days.>how will they ever recoverthey wont. KOSPI wont hit 9000+ for years and years and years. you have to DCA bags for the next 6 years to get break even and then sell right before the next bullrun then you can fomo the top again
So is it bullish when your customer seeks a $250 bullion backstop from you for items they're purchasing from you?
>>62534384
it's fucking sad I'm checking the korean 4chinz to see what it's like over there. they're posting at 50 posts per minute.Some guy just typed 엄마 (mom) and nothing else
>>62534386billion*
>>62534364Is this kind of tapered volume normal for big dumps?Are they all just paralyzed right now?
>>62534381Apple is valuable thanks to its management. Apple is the only tech giant who didn't buy into the AI mania. Guess why?
WHY ARE KOREAN HANDS MADE OUT OF PAPER MACHE, STOP FUCKING SELLING
>5260 floor confirmedYes I will proceed to devour this dip now,thank you.
>>62534395Probably because they keep hitting double circuit breakers
>>62534390>>62534390>Some guy just typed 엄마 (mom) and nothing elsebearish
>>62534390>Some guy just typed 엄마 (mom)Holy shit, link it.
>People say korean stock is crashing>Zoom out farther than 3 monthswhat
>>62534399They're getting margin called retard
>>62534399they can't a lot of them were taking out bank loans to full port into leveraged ETFs and some were using marginthey are getting forced liquidated or selling at any price to pay off the debt they took
>>62534390What? Korean biz?
>>62534384why are you posting this, the kospi is still getting gapped to hell
>>62534390Link?
>>62534413Baggie cope
>>62534396>its management is 4.5 trillion worthyIt's okay to admit you have no clue why it's up, but don't try to sell me these fake phrases that would be published in the NYT by jews trying to explain the fake shit they do in the market.
>>62534402Thinking about it, it’s probably because kospi got expensive. So it pushed the volume down to only those who could afford it, or afford microshares,
>>62534395institutions are buyingRetail is sellingLol
>>62534419Kek generational slurping opportunity here
>>62534390tell them I have 100k left and will have another 100k by early 2028 and will come to korean to fuck all their women as revenge.
aite I'm off for the day I limit myself to 18 hours of shitposting per day.some of you guys are alright. don't get tricked into buying anything tomorrow. shit we might even end tomorrow green but they are going to do another niggershakedown as soon as retail "buys the dip">largest oil refinery on the planet has been actively burning for days after being blown up>it will take years to repair>they have you distracted with koreans and memory sticks
mumu...friend...don't you think that's enough
>>62534419Yet it's still going down, institutions are losing too
>>62534426First time? At 40% down a korean bank with trillions of won can just buy and hodl for 20 years and be richer than God at the end of itIt's the margin called retards who will go broke, ironically the banks are making money in every direction- loans, margin and in the long run from the stocks simply going back up in 2027.Only retail loses and retail loses by selling too late.
>>62534374I need a bigger straw to slurp it all up
>>62534417AI is the fake jewish shit right now, OpenAI makes no money, it's a junk company with more debt than most countries in the world. At least Apple won't fail with Tim Cook running away with billions like (((Altman))) will surely do. You tell me where you would put your money in tech, and here we go you get the stock price.
>>62534422I appreciate you bringing us the news the “news” won’t bring us. cheers and g’night anon.
All that happened... Is that we won't be able to just subsidize rising RAM/NAND/GPU prices anymore. Crap.
>>62534390I was on that earlier today and it was by far the funniest shit I have seen on a board in a decade. Much funnier than I thought it would be. They used to be sooo fucking cocky, they get what they fucking deserve. Overleveraged pissants. I wonder how bad (or funny) the Euro zone will be when they crash too
>Oil goes down 15% on hopes of talks>strait(s) still closed>war starts back up again with Iran attacking the US and Saudi Arabia attacking Iraq>oil up 4%It's all so tiresome.
>sndk dropping harder than a triple leveraged ETFwhat the fuck
this is such a lesson on buying stocks without leverage
>>62534436>Euro zoneLMAO we actually create valuable stuff
>>62534425The scorpion stings because it's his nature to do soThe mumu slurps for the same reason
>>62534431But they haven't bought at the 40% crash mark, they've been buying every gap down, also waiting 20 years to make profit is TERRIBLE
>SKHY missedAre you chippies selling your bags yet or are you waiting for it to go to 0?
>>62534446LMAO you have no energy and have to fight Russia in some orchestrated scheme to keep banks from failing. What is wartime economy, Alex? Sure, the US is going to be hit hard too, but not nearly as bad as you pathetic bastards in the EU. You can put that in your pipe and smoke it.
>>62534444It was hugely overpriced based entirely on not manufacturing HDDs. Those who didn't enter and held SNDQ this week, however, are in for it.>>62534449Which estimate was missed?
>>62534431the prices were all fake pumped up on dubious buying pressure from retail that levered in margin and then levered again in 3x single stock etfs
>>62534454*SK HYNIX 2Q SALES 79.32T WON, EST. 83.85T WON*SK HYNIX 2Q NET 93.82T WON, EST. 54.32T WON*SK HYNIX 2Q OPERATING PROFIT MISSES ESTIMATES*SK HYNIX 2Q OPER PROFIT 60.54T WON, EST. 64.22T WON
>>62534453You should take a look at your oil reserves, they are running them low too. They don't care about you. That oil goes to the highest bidder
>>62534456SK HYMEN STATUS: TORN
>>62534399They are overleveraged degenerates. Getting their just desserts.
>>62534456OK, I'll give it to you. Investor expectations, not their own estimates. NEXT
>>62534456net profit was massive and guidance was goodit was green before kospi started gigadumpingskhy will be up 20% tomorrow
David Soxl charges a small fee just so you can lose money quickly? What's up with this guy?
>>62534365>>62534370>>62534373I was up 1000% now I'm down to being up 500%
>>62534441The market is being directly manipulated, during thin trading hours of the early morning when there's usually 100-150 contracts there's constantly someone selling 5,000 oil contracts at LOWER prices, couple that with algorithms and oil goes down, this is Scott Bussyent at work
Xiaomi bros, we are so BACK!
>>62534448it's a bank, dude. The 100 year old bank will outlast the 30yo retail gambler, easily.
>>62534445i wouldn't want to hodl for no reason if i can make losses for tax purposes and buy back at better price later
>>62534453We already crashed in 2008 and have since existed in a fallen state. The pain threshold is a lot higher, its not like America where everyone talks tough but has a melty over 3.5% inflation or ten soldiers dead in the Gulf kek.
>>62534454>It was hugely overpriced based entirely on not manufacturing HDDs. Those who didn't enter and held SNDQ this week, however, are in for it.Extremely strange post11 billion profits40 eps
>>62534456ai sissies, not like this
>>62534456This was like a hour ago right?Lol, did they just report earning during a circuit breaker?
>>62534476you will get a wash sale if you buy back too soon though...
>>62534471Surely there's a high cost to doing something like this. If you sell the contracts, you need to deliver the oil no?
>>62534449GOOG hit all earnings and dumped.MU hit all earnings and dumped.MSFT is next.
>>62534484They are with the US SPR
Oh shit we are dumping again negros
>>62534444SNDK dumps hard and then runs up 49% in 2 weeks.It is extremely easy to just look up>nand projected vs. actual price jumpsAnd realize SNDK is going to blow out earnings even harder.
>>62534457QQ we have a ginormous untapped amount of both sweet and sour oil, with enough refineries to cut off all export and just sit on it indefinitely. Whatever bumfuck country you're from cannot retain self sufficiency, it cannot say the same as the US. That's a promise.
>>62534485I sold my msft yesterday but mu and goog were both overbought. Msft will pump on good earnings.
>>62534491Absolutely bearish. The top is in.
>>62534477All that is smoke and mirrors, D&C shit. At the end of the day the US will recover much faster than what is coming for Asia and the EU.
>NAND flash contract prices surged by 70% to 75% quarter-over-quarter in Q2 2026, outpacing DRAM price increases for the first time in the current cycle. This aggressive inflation was driven by massive enterprise SSD demand from generative AI deployments and severe capacity reallocations by major manufacturers.Oh and there's this too>Sandisk operates as a pure-play, standalone public company focused entirely on NAND flash memory and solid-state storage solutions. Because of this core business model, 100% of Sandisk's total revenue and income is derived directly from NAND flash technology and its associated products.It is a very easy call that if Sandisk made about 6 billion jews last quarter, and NAND is only up 70% the 2nd quarter and 40% up this quarter, earnings will be 10-11 billion and 38-40 eps, instead of the analysts saying 8.46 billion and 33 EPS.
>>62534483different tax jurisdiction. i however would reset the timer we have for lower gains tax if you have held a stock for long enough
>>62534485MSFT is gonna moon tomorrow. Probably to around 430. Screen cap this post you retarded poor niggers
>>62534485the market is spooked by rape hikesIf no hikes, market will likely rebound.
>>62534483Look man the smart thing would have been selling the LETFs 2 weeks ago on the 10th, then buying back in on thursday.>>62534492it's just the msft fag, he has a queer fascination with msft.
>>62534498MSFT and AMZN will get hit by the high capex meme
>>62534498>lower capex = it dumps>higher capex = it dumpstheres literally no winning
>>62534499Warsh is a fucking cuck who tries to imitate Volcker but unlike Volcker, Warsh can't do jack shit to back up his words. Doomed if he hikes and damned if he doesn't.
>>62534507Chinese women eating my ears
>>62534501>it's just the msft fag, he has a queer fascination with msft.wtf dude
How can I stop my addiction to cheese variety platters? Every week I order several world cheese variety platters from this place and eat it all in an evening which is costing me a load but also giving me diarrhea which is interfering with work
>>62534515i need you to continue posting these pictures in 8 hours so i can goon while losing money
Almost every single website I check still has listed MU as a strong buy and the few that don't still have it as a hold. Yet MU is falling off a cliff. Are these websites that give buy ratings paid off or something?
>>62534499>>62534508its so fucking over
>>62534436>>62534453bro we cant crash we're already a joke, gooks have a good run prior to this
>>62534518Cheese is the color of fools gold
>>62534524But that would crash everything
>>62534496so what you are saying is buy more snxx and get rich?
>stock violently crashes in the span of a couple daysmeh whatever>stock makes great steady gains over the course of 6 monthsNOOOOOOOOO NOT POSSIBLE NORMIES PROFITING AND DABBING ON LE INTELLIGENT INVESTOR YOU CAN ONLY MAKE 20% A YEAR MAX
>>62534530idkBut shit moves like a shticoin and no rate hikes tomorrow it'll probably reclaim 1100, then a pump to 1550 before earnings? after earnings? No one knows.
>>62534524>shows powell's picLolGet warshed>>62534523Analysts don't mean anything, they can put out "MU 10,000". The revaluations sometimes give it a bounce or a dump but people have tobuy the stock for it to go up.
>>62534530yeah sndk is gonna pump 10% after crashing another 30% this week
>>62534523Ratings and analysts are completely cooked.They repealed a crap ton of rules regarding conflicting interests.If the SpaceX IPO target estimates didn’t tip you off then I don’t know what to tell you.
what happened to the sneedisk anon hope lad is ok
>>62534530>>62534534Who here is even retarded or brave enough to buy snxx right nowMaybe I should buy as well
>>62534528Holy shit you even got the hoodie and laptop right. I'm literally eating myself out of house and home, anon,but thanks for the chuckle
https://en.yna.co.kr/view/AEN20260729003600320>government 'stabilizing' the market>market has fallen more or less to the support level it held in march, which is presumably where leverage and margin is much lower>korean institutions are buying again>Sk hynix 41% earnings gain or some shitI can't be crazy for thinking the rich are buying the bottom of the support while koreans are liquidated, for another runup.
>>62534540POST THE FUCKING SUICIDE HOTLINE RIGHT FUCKING NOW
>>62534545Good, fuck those chinks
>>62534541>SNdk at 2400All in>SNdk at 1036Fuck that shit nigga
>>62534518It's not an addiction. Cheese is one of the best foods you could possibly eat. Order more.
>>62534327콥시, V를 배치하세요
>>62534461It's deserts, mutt.
>>62534534we getting rich frfr>>62534537buy high sell low>>62534541gotta take risk to make money and there are two other anons bagholding it already we might as well join in>>62534540he is ok he posted early today
>>62534542I bought some vintage cheddar and rosemary crackers and a bottle of Sauvignon blanc I opened 4 days ago.... Yep, life is good. Gonna devour this shit when I get home.
>>62534532>NOOOOOOOOO NOT POSSIBLE NORMIES PROFITING AND DABBING ON LE INTELLIGENT INVESTOR YOU CAN ONLY MAKE 20% A YEAR MAXThe thing about /biz/ is that it's become a Tomb full of baggies and boggleheads. Chainlink, XRP, VTI, VOO. And the worst of all are the /pmg/ faggots, who aren't concerned with profits in the future but merely of 'stacking' at a loss, forever.You get so much seethe and pushback from trying to make money on the money board, because it's full of people who are offended by the greed. This is why /biz/ is hurting from the dump, if it was young and hungry we'd all have bought in april 2025.
>>62534545Looks like it's starting to rise again. Would make sense to let everything fall down and once deleveraging is done to start buying up bigly. We shall see. The evaluations on the KOSPI makes the whole index extremely cheap to buy and while retail is a big part of the market it may not reach ATH anytime soon due to lack of leverage, but it shouldn't really stay this low.
>>62534558im ready
>>62534557pmiggers disgust me, but valuetoids enrage me.
>>62534558>Looks like it's starting to rise again.closing shorts
>>62534545This
>>62534559Is there an edit where apu is naked
>>62534554>Look it up>He's right You win this time eurocuck...
Cant wait to manually update all my DCF's when the rate hike hits all my WACC discount values are going to get heemed, should have used excel instead of google sheets for my port
어머니, 죄송해요. 사랑해요.
Place your bets here how much will MU be down tomorrow? I'm guessing 4.3%
How many Korean committed suicide tonight?
>>62534569>>62534552we love you dont do it, we need our dear /smg/iggers more then ever
>>62534558JesusThey really forced total capitulation, then bought the picobottom.I am too afraid of a resumed dump to buy low so I guess I'll suck cocks on the sidelines or something.
>>62534570green
Smart enough to buy way early and dumb enough to not sell after a 10x Hold? Buy? Cry?
>>62534571Not enough
>>62534577lol are you gonna wait for it to go back to 1200
>>62534577I see it returning to ATH by this time next year.
>>62534565here you go smigga
>>62534575There's often times more dumping right around close. I'm just avoiding kospi hours for now.
>>62534571It bothers me they seem to be completely fine, oblivious to the fact that their entire economy is collapsing. Watch them stream, happier than US somehow.
I hope the Federal Reserve does a three basis points increase for interest rates soonWe sure do need it
>>62534589What streams are you watching?
>>62534569Always remember: Man make the money, money don't make the man
>>62534589there is this korean streamer who streams herself trading bitcoin and she has lost everything more than once by leveraging her plays i don't think they care that much anymore
>>62534593So it's a boss man jack situation where simps bankroll her btc gamba kekDo you have pics?
>>62534591Any stream at all. I watched someone over their shoulder streaming them through tiktok.>>62534593I believe I've seen said streamer before. Clips of a crying Korean female trader on a red candle get circulated everywhere.
>>62534583I’ll sell at 1000 at this point, roll it into SPY. Like I made a really good bet back in 2021 and didn’t buy in triple figures like everyone else, but these Korean Terrorists are stressing me out. May sell for just 800% profit, I’m tired of Mr Micron
>MSFT, GOOG, VRT, ARM, QCOM and LAM report tomorrowThe dump will continue until morale improves.
>>62534589There are countries where the stock market not related to the everyday economics. I'm Hungarian can experience it first hand.I glad I've bought BUX index even when I see the increasing homeless around me.
>>62532690>>62532794I've been swinging UUUU for a year now, selling above 20 and buying in the teens, now it just keeps going down.>>62532832Sure but I made gains on last year's hype and I thought I'm buying back in so low now but again it just keeps falling.
>>62534602>Clips of a crying Korean female trader on a red candle get circulated everywhere.Hot and built for it.
>>62534609goog?
>>62534616Oops, meant META.
>>62534598https://youtu.be/I1Sd07uxUYIshe has a bunch of clips of her losing money circulating
How many hours until cut?
>>62534609of them all I pick ARM it's gonna moon buy ARMG now
>>62534620Oh, they better announce they're all suspending AI spending, most of us missed the window for short ETFs. Who cares about them? We just want money. They're not going to pay our mortgages out of the kindness of their hearts.
>>62534621Kek this is such a trip wtf is that background noise
fuck is it really overhold me smiggers
should've invested in burly, sweaty, hairy and GREEK construction services anon
>>62534631No this is a textbook shakeout someone was probably hired to do it I've seen the exact same price action on other assets
Can someone give me a quick rundown of what's happening? Why is KOSPI causing a massive increase in fan-related deaths in worst korea? And what's happening with tech? What are the odds that this is the big AI bubble burst finally happening? I'm just sitting on gold and silver and waiting. Maybe will slurp some PLTR and SPCX.
>>62534621I can fix her.
>>62534631It'll be okay frenYou'll make more money
>>62534631Didn't copy that. Over.
>>62534631Last couple threads had a lot of bobo spam, I´m guessing bottom is near desu.
>>62534638hynix missed earningschina entered the chatai capex bubble unraveling
>>62534638nothing is happeningnothing ever happens
im off crying myself to bed, dont let anyone know, im allowed to be gay like that for my wallet.
>>62534342I don't think that means 32% of them have been liquidated but rather 32% of the leverage has been liquidated. It could very well be>3% of 10m koreans got liquidated weeks back>9.7m remain>1 guy owned 32% of the leverage>9,699,999 remain all who have the remaining 68% of the leverage
>>62534652hope you break even and even make some extra, wishing you the best
>>62534557Boggleniggers are annoying because when you're talking about individual stocks that rugged like 10% there will always be a guy that says>Uhm akchually SPY is only -0.4%
>>62534652there's a better than 50% chance the market goes neon green tomorrow
>>62534653>>1 guy owned 32% of the leverageimagine being this guy
I have been a bobo since December 2024 and have waited to see the market crash but i dont like how sad it has made the smiggers, mr market give them one green or even week to break even and sell and allow them to reap the rewards from the coming crash dip
>>62534656>People with pattern recognition are annoying
Nikkei looked a lot stronger today in its descending.Pretty gradual as opposed to freefall pump jagged edges.Probably a bigly (actually) green day tomorrow.
>>62534425we cant control him we just harness him im sorry
>>62534659>have waited to see the market crash but i dont like how sad it has made the smiggersWhat fucking crash? The S&P is with a couple percent of its ATHs.
>>62534656Yeah when stupid niggers like you say we're in a bear market I'm gonna point out spy performance kek
>>62534659Theres always going to be anons caught in the crossfire. Thats just how the great wheel turns, honey.
>>62534659How are you still alive we are currently battling your great great grandbobos
>>62534659mumu spent all weekend mocking me for shorting memory and longing oilit’s not red enough
>>62534667Bobina blanca...
>>62534659Just one giga pump, SOXL to $200 by eow. I don't care anymore about SOXL $300 I just want enough to bail out happy and not think about this shit anymore. I have other important matters to attend to. Probably throw 10% of the port on VIX calls or SOXS shares and go do the stuff I need to do. REEEEEEE I JUST WANT OUT, I DON'T WANT TO WAIT ANY MORE TIME I JUST OUT NOW AAAAAAAAAAA!!!!!
Kioxia rugged again kek. Literally every day is -15%.
>>62534673Japan had an earthquake the other day
>>62534668i was a bobo in my longs wasn't just shorting things, 80% in gold miners and gold in December 2024 which turned out absolutely brilliant with barrick gold going up 200% in the 2025, the rest off the stuff i bought was just value plays like archer Daniel midlands Petro bras OXY danos shipping games workshop greggs ect all stuff with little to no AI exposure only started actually shorting recently
>>62534631
>>62534672Sell it all. Today.
>>62534673>-40% in the past weekjesus christ
>receiving sexy, manly, sweaty and hairy 10% dividend per share?What's stopping (you)?
>>62534682>that volno thanks
>>62534672>CO0M idYou gooned too close to the sun now must suffer the consequences
>>62534609>>62534613Why does the market think everything is shit EXCEPT apple. Like who is making these calls.
>>62534676
>>62534627very strange post
I only see one easy way for my portfolio to be saved>Trump comes out announcing full withdrawl from Iran>Warsh comes out announcing a rate cut of 50 bps>semi's announce 500% beat on eps>hyperscalers announce they are done building but now need contracts for decades to come for constant updating of semi/memory products thereby cementing these semi/memory earnings are for the long haul (stability not necessarily growing)And then I can just close all my semi positions the next day.>>62534667My poor waifu ;_;This reminds me, I still need to get the courage and try asking out the wagie girl. She unironically looks like pic related, yes the boobs are in fact that big and plump on a non-fat frame. I've never had a gf before but she was unusually friendly the first time we talked, I think I blew my chance.
>futures
>>62534656it is doe?
>CXMT (ChangXin Memory Technologies) does not make NAND flash memory; it focuses exclusively on DRAM, where it holds about 8% of the global market. The Chinese memory manufacturer in the NAND market is YMTC (Yangtze Memory Technologies), which holds roughly 11% to 13% of the global NAND flash market.The most insane shit is sandisk getting raped the hardest, harder than MU, when Sandisk literally does not make anything but NAND, and the chinese company doesn't many any NAND.It's likeNo one knows what the fuck they're even buying>sliding demandAnd this was because of a news story published by a guy who just lies and shit. Nand is up 70% in price in the second quarter, meaning SNDK's earnings would be up 70%. It's the least intelligent selloff I've ever seen.
What the FUCK is going with Nvidia and those credit default swaps??? Are we really heading into another GFC like 2008?
>>62534638>silver retard>buying pltr and spcx>"AI bubble burst" fucking wants to buy SPCXThis shitThis shit right here is why we are nearing the bottomYou can't tell me with a straight face that low info tards who don't even understand what is happening calling it a bubble and that it's bursting isn't the bottomThis guy doesn't even understand what the fuck he wants to buy.
>>62534689If it is meant to be, there is no reason to fear.If it was never going to happen, then there was nothing that could've been done.Go forth, Anon and fear not.
>>62534659Yes pleaseBut I probably won't sell and will then be mad about that too
>>62534662If you trade purely on TA it looks like Korea is capitulating, and the japanese and americans want a pump>kioxiaWhat the fugThis is down like 63%
>>62534693Yes but YMTC is arriving.
>>62534696I fully understand what I want to buy. But I want to buy lower. PLTR paid my student loans off in the past, but the valuation went out of control. And bubbles don't burst overnight, they tend to be long draw downs. And I probably wont touch SPCX this year, I want to wait for all the share lockups to end.
>>62534673After all the earnings at least it makes more sense, literally everyone dumped Kioxia. Bain and hynix each with around 15% dumping at the top so I bet more investors are probably selling now because the expectation is for the price to lower more. Some will probably buy in later in the summer
>>62534683>60% eps growth in constructionYou'll feel like a man again anon
>>62534670Oil is going to 0 btw
>>62534687Fuckin japanese earthquakes
Seeing all these bug names is triggering my racism, please be more considerate.
>>62534625why ARM bro?
>>62534704>Yes but YMTC is arriving.>If you were searching for the Chinese memory chipmaker Yangtze Memory Technologies Corp., it is a privately held state-backed companyYMTC will quite literally never be legal in the US because it is directly owned by the Chinese government and military. And they ALREADY make 12% of global nand and cannot increase that capacity easily, otherwise they already would have.
>>62534705SPCX is literally an AI company, genius, you're a "got lucky putting student loans into PLTR and claims he rode it from 6 to 600" kind of guy, which is dubious.>bubbles don't burst>le pltrPLTR doesn't make any fucking moneyIt's like 120 P/EYou're calling 5 P/E micron a bubbleBecause you have no clue what you're talking about, and neither do the retards currently panic selling.
You got two related earnings pointing out the same thing happening from two different angles: KLAC's margins are plateauing because of Skhynix and Micron pivoting away from HBM spend and back toward regular dram.KLA Corp sells quality control tools that validate the more complex to make HBM. Ram guys are buying less.Skhynix may have missed revenue but they made a ton of money on regular old dram. Lower input costs and way better margins. There margins beat expectations on this. Put these together and you see growth for the big AI nvidia/amd super scaler systems is plateauing. The growth narrative is under attack. By volume skhynix was the hbm leader they're more exposed to this than mu was a couple weeks ago when they had their earnings. There is strong demand but it's more in inference or traditional datacenter servers, less the giant gpu cluster systems. And analysts are reacting to that and obviously there's a lot of dump fucking everything momentum already so news like this is getting viewed in the worst light.
>>62534697Thanks, idk how I'm going to do this though>>62534703>kioxiaLooked it up, 40.28% down in just 5 days!?
>>62534540He is retarded because he didn't take profit and will now hold until he is -50%.
Thoughts on buying Sneeddisk (unleveraged) around these levels?
>>62534695everyone is looking for a million different ways to discredit ai there's nothing more to it
>>62534721>There is strong demand but it's more in inference or traditional datacenter serversSo what stocks do this stuff?
>>62534703I speak nip and right around a month ago I started to get a bunch of recommended videos, in Japanese, of their like youtube traders all talking about kioxia going to the moon.Should've seen it as a top signal.
why is Europe greenwhy are US futures greenwe only have bad news
>Gorillionaire roped>Sneedisk anon ropedIts over.
>>62534659shut up faggot the bull run resumes. Check em
>>62534719P/E for PLTR is a fuck load lower at 120-130 that it was at 200. I'm aware SPCX valuation is tied to xAI. I don't give a rat fuck about micron specifically, I'm more interested in total liquidity in the AI sphere. Physical chip companies starting to bottom out is a pretty good indicator of overall demand destruction, but as long as only some of them are getting hit it's not really a downturn, it's more instability. I'm really curious to see what happens if/when NVDA gets hammered. PLTR is kind of in a special spot because their product actually turns AI from a hallucinating black box to something usable.
>>62534733>London saved us
>the market is rigged to make London look like the hero to save us from kospi ruggingwhy do they like London so much. is it the big clocks they're after?
>>62534719>SPCX is literally an AI companyMost of SPCX profits come from StarlinkThey'd actually be pretty profitable if they cut out AI spending.
>>62534740The eternal anglo and the KOSPI Korps are having a shadow proxy war right now
>>62534734lol, fuck grrr and all those jeet kike companies
I don't see anything worth buying other than XOM and CVX, maybe GTE and PBR to gamble.I'll continue to miss out on tech scams. I'm up 38% ytd anyway and I never cry in the casino.I'm going to short KODK everytime it touches 10 and make a couple space earnings bets and start buying SPXL leaps around Yom Kippur.I have 50k cash and 15k in the market atm
>>62534733What are the bad news in Europe? Some forest fires?
>>62534735 KEKKKKKKK enjoy losing your portfolio baggie
>>62534670Bulls are fat children will 4 digit portfolios (now probably 2 digit) no one cares
>>62534751>>62534755This is more like it. This thread has had a surprising lack of bobos compared to the last one.Also fuck your mother bitch or something
>>62534731All of the traditional cloud hardware guys. MSFT, AMZN, GOOGL. You can see it in google kind of in microcosm because they pushed up their capex, their stock price got slapped a bit in the face for it, but look at what they're buying. They split their TPU architecture into training (HBM) and inference (DRAM) so they can strategically purchase less of the more expensive thing when they don't really need the extra bandwidth for inference.You're seeing more of the people who provide inference doing what google is doing, trying to make custom or semi-custom hardware for it with cheaper parts, instead of just buying tons of HBM touting NVDA machines. Together that, and supply constraints, you have dram margins going through the roof while spooking analysts looking at HBM as the barometer for ai growth demand.
I'm going to sell another 2/4 of the physical silver I bought at 32 leaving me with 1/4
any new funny clips of koreans crashing out like thishttps://x.com/DramaAlert/status/2069815311092621798
>>62534686zoom out bro. everything is up 300% from last year, supported by empty dreams and promises. why the fuck anyone would buy for long term investment is beyond me.
>>62534758is this bullish for SNDK or WD then
I don't think Michael Burry is wrong it's just that he could skip all the reasoning and just say, "ai will fail" because ultimately that's the only situation where any of his opinions will hold up
>Iran has quickly rebuilt infrastructure damaged during the U.S. and Israeli bombing campaign over recent months, from missile bases nestled deep inside mountains to bridges, ports and production facilities, according to Israeli and Western officials and a review of satellite imagery.>The faster-than-expected progress worries some Israeli officials. It helps explain Iran's continued resilience despite an air campaign that involved more than 20,000 strikes at the height of the war and that continues along Iran's coast in an effort to break Tehran's grip on the Strait of Hormuz.>Near Kangavar, in western Iran, satellite imagery from Planet Labs in March showed two tunnel entrances and an access road damaged by airstrikes aimed at blocking access to an Iranian missile base. Within weeks, imagery from Airbus revealed a neatly paved road leading to freshly excavated entrances.>In another case, an Israeli military official said Iran repaired a bridge that Israel had struck with three bombs within days, surprising Israeli officials and prompting them to question the effectiveness of their targeting.
>>62534769tickers for iranian construction companies?
>>62534770maybe the homo posting erotic greek contruction workers is on to something
So the purpose of the US-Israel meeting was to agree to bomb Iraq now? What the fuck are they doing? Did Nyahu's big schnozer sniff out enriched uranium over there too?
>>62534346I saw a post yesterday about a guy putting his rent money for the year all into one of those leveraged etfs to recover his loses, these people can't be saved, only when the local loan shark has broken their legs and refused to give them any more money will they stop
>>62534769Funny to see the nonstop glazing of the IRGC in western media considering people have been claiming the jews have controlled the media for decades. Almost like it was actually anti west commies the entire time.
>>62534780Post nose.
>>62534781Post hand.
>>62534769a lot of it may be iranian bullshit but one of the big lessons of ww2 was unless you sustain strategic bombing they will eventually get so good at repairing the effectiveness will be almost 0the most stupid thing about it is china will help them cheaply replenish everything they have lost in a few months as soon as this is over, while it will take years for the USA to replenish the ammo they spent
>>62534721Should this sort of plateu that be all that concerning? If you've got skyrocketing demand that increases by tens of %, then the subsequential increases incorporate the already made increases, so something like 20% now is much higher than 20% increase that would've been made year ago. Seems like a pretty basic thing that should be priced in.Either way it looks like the current forward evaluations and demand are mostly holding? Doesn't look like this is the top of RAM companies revenue this cycle yet? Maybe I'm reading it wrong though. Hope this is the bottom due to deleveraging, but we shall see. Maybe I'll remain a bag holder forever.
>>62534784that's what i think too but i think the chinese and the us have some agreement to end russia being a superpower and this is part of it. I just hope china treats the persian muslims as well as they treat their uighurs
Is the bottom for Spacex seriously not until next august because of the share unlocks?Are they really going to make the goyim wait that long to get a fair price?
>>62534791why even buy it at all if you just want to swing a dead stock aroundthere is no fair value for a stock that makes losses and needs major dilutions to stay afloat in the long term at a >1 trillion valuationit's absurd
>>62534788>end russia being a superpowerthey did that themselves in 2014, 2022 was the final nail in the coffin, no secret agreements are needed, they are already an irrelevant shithole (with nukes) fully dependant on china, not so unlike north korea if they didn't have so many natural resources and land
has the markets priced in the new tariffs yet
>>62534780of fug the islamig gomunists xDDDD
>>62534794they're the only company in the satellite internet business that can launch their own sats, what you think they're going out of business in two weeks? there's obviously a bottom somewhere i'm trying to sniff it out
>Mom, SK Hnyx has released its results, and they're better than last time; now Sandisk and Micron will definitely go up.
I just sold my ASTX for 4241.84 loss after making a profit in the first half of the year of 4094.95I sold most of my port in may and went away but i forgot to sell this one I guess
>>62534800>satellite internet as fiber optic is spreading everywhere on land only pajeet crews in cargo ships will be left using it in 10 years or so, most of their claimed value comes from AI (grok lmao) and you don't even get to vote or sue
>>62534800>satellite internet businessplease do some research on thisthere are tons of d2d pure plays out there and none of them are worth buyingthey will roll these out in partnership with existing service providers because the margins only make sense this way so they can saddle them with the losses and make the same margins providing shitty internet out in the boonies
>>62534801this is why i have to use 500x leverage
what is the technical analysis for this pattern
>>62534805>Only 40 billion jeets mindlessly consuming product and getting excited for next product will surely bankrupt mean old mr musk for sure this time!it's a big market for you
>>62534805also what you point outmost of the valuation hinged on grok doing anything and this will unravel fast because chinese models cost a fraction of a cent in comparison and US data centers make no financial sense which is why they're pivoting to the national security angle
>>62534806it's more about the rocket launch and vertical integration that suggest spacex, a company with a massive warchest, will be able to utilize to increase and diversify it's income streams that it is building out. At some fucking point in time the company will be worth buying no matter how polarizing musk is. That nigga makes money
What websites or programs do you faggots use for this shit? I have only done small trades of crypto on binance so far.
>koru only down 10% premarket Can anybody explain to my dumbass how this works
>m-muh projected earningsThe only projection for the next two years is full blown global depression, you bunch of fucking blind RETARDS
>>62534815you have to use the phone and call your female broker to place trades
>>62534808The Hanged Man
>you will never play through Eversong Woods for the first time>you will never make life-changing money holding XOM callswhy even live
>>62534808It's called the Gooktard formation.
>>62534813not even claude would justify that valuation, and it is actually good, that whole IPO was a pump dump scheme if I've ever seen one
>>62534814if you really believed in any one of those businesses you have much cheaper pure plays elsewhereyou're literally just buying musk's name and betting on it being good money for however long you want to hold itthe business itself makes no sense any way you slice it unless you really thing reusable rockets are worth more than whatever they would ever carryit's a meme stock by definition
>>62534808The ant leverage.
>>62534824I'm literally not even considering buying SpaceX until 2029 you don't know me
>>62534815Download webull and use my referral code for a free fractional share of FUBO
>>62534816Well you just saw the bottom and people are buying. This is where you´re supposed to buy too, because its not the top, you know.
>>62534820You can play through the remade Eversong in Midnight for the first time :^)
>all the shit I was up on 2 months ago went down at the end of may/in juneit really was..... sell in may>>62534732>that video a month ago of the nig talking about sandiskIn hindsight..... nigs>>62534721>analystsAnalysts said SNDK was worth 800 bucks at 1600 and say it's 2217 at 1057, they don't know shit
>>62534808It's called the last stop before the moon
>>62534763Maybe it isOr maybe it isn'tBut anyway SNDK is NAND and WD is HDDs
>>62534815interactive brokers internationally and revolut for certain europoor stocks out of laziness
>>62534829Kospi closed -6% so koru should be around -18% no?
>>62534827eh I'm just spitballing here nothin personnel
>>62534828>>62534835
some wild candles on semis right now
>>62534801SK hynix missed, they needed to be up 122% and were only up 118%.SNDK specifically will beat earnings because their money comes entirely from NAND and NAND surged in the second quarter.
>>62534653>32% of the leverage has been liquidatedThat's a plausible number. Many of the overhyped stocks like Micron, Samsung, Tesla, Intel, Qualcomm, are about -30% down from ATH.
>>62534839i got your wild candle on a semi right here big boy
>>62534816americans are slurping the dip
>>62534836KORU doesn´t directly follow KOSPI. European KOSPI derivatives are also down far less than KOSPI itself.
>>62534840>beats earnings>but future earnings are 0.0001% lower than expected>DIES
>>62534830>remade Eversong
>>62534816>Samsung will save Cosby
>>62534851>>62534851>>62534851NEW
>>62534847>keeps catching falling knife >complains when confronted with direct evidence of reason for price correction >cries>gayanimepicture.com
>>62534853TA isn't real you fucking retard. Shit can just randomly turn on a dime when Trump says he's gonna put money in it and warsh randomly cuts rates. Your meme patterns are quite literally worthless.