Just in time for the dump 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-ratesPrevious:>>62545407
:3
>>62546270<3 :3
Thread correctly made.
Bottom fishers will learn a nice lesson today
>Trump says war ‘going well,’ US troops ‘hitting Iran hard’>“It’s going well. All you can do is keep winning, then eventually something will happen,” he said.>But we’re hitting them hard, knocking them out for a loop, and we just keep winning. Eventually they’ll have no choice but to go home.”
>MU keeps crashingIt's joever
The oracle stated crabThe oracle was correct again
> nows
>>62546320Just when I think we can't win any more bigly we rack up another yuge win
>>62546320he's on auto pilot nowif his eyes arent even looking at the camera and is looking down he's bullshitting to the extremeclassic excuse making behavior
today's totally organic price action
I’m buying RDDT at these prices
I bought the SOXL dip and I'm holding and that's final. That's my play.
>>62546320Iran has been utterly defeated! Flawless victory!
>>62546320>Eventually they’ll have no choice but to go home.Kekerino
I'm still a big fan of CELH and MNST, even if I solded earlier this month to consolidate my portfolio.I'm buying back in at a very small amount because Ive made a partial transition to being a boglehead.
And just like that, the nasdaq never went under 25000 again
>>62546320>Eventually they’ll have no choice but to go home.”
what in the V just happedthe V of all V
>AI rally is already over>Was killed due to leverage>It's a slow decline from hereHope you didn't miss it smiggers
All this flooding in New York is going to make the apple harvest terrible in the fall, but I bought AAPL calls because I think Gov. Hockel is going to brush everything under the rug boss.
I'm starting to think this market is irrational.
I dont like the vibe. Something seems off
>>62546372Me on the far left
>just bought doom on steam for $4i need help making 4 dollars back, any plays
>>62546346if you like it at 140 you'll love it at 120
I bought SNDQ just now. Pray for me.>>62546372Agreed
>>62546374
>>62546378Just now? Not yesterday when sneed disk was up 35%?
>>62546329GIWTWM
>>62546320>something will happen
>>62546384I needed to know that the pump is fake. There's still a lot of room for it to go back to $1k
Have we finally bottomed out (In the same fashion I did in your mother last night btw)?
KOSPI 10k before end of the year
>>62546379Based
Exactly as predicted, zoomer NPC slurpers gonna slurpI eagerly await the day your usefulness stops and you get thrown into the oven by them.
>>62546392Bull run is over, no new ATH, the Iran situation will come home to roost in the next few months
hmmmmmmseems like range bound kind of day hopefully it is
I bought 40k SBSW shares yesterday. If gold tanks I'm fucked.
>>62546320>Eventually they’ll have no choice but to go home.”but they are already at home?
May all of you secure enough wealth to give your family stability and good educations for your children.
>>62546404Rate rises are coming, of course gold is going to go down
>>62546406Hell is their home
>GOOGall my bad USAR trades have been nullified, now I just need to unfuck the MU losses
>>62546407good education is free now cuz of the internet boomer
>>62546402sour hour into close and then 50/50 green or red on Monday depending if they want to do another fake exit pump Monday or not. round 2 of liquidations in Korea coming in August and new lows in the US while they continue to clear out retard leverage in tech
>>62546375Just suck 8 dicks and you're good to go
google is pissing me offi was in it at 95 average, sold at 102 premarket and was hoping it would get dunked too but it just kept going up and now it's at 108so made rn
>>62546414Just accept the sentiment faggot, I'm trying to share good tidings with you
>>62546407fuck you (thank you anon)
>>62546418you're talking shit, mate
AMZN bros, this seems a bit excessive. Should I take profit?
>>62546407God speed good sir
>>62546415the hedgies or even the rallying short sellers will release their hold somewhere around 130 me thinksi know these things dont doubt me
>everything went straight to crab mode
>>62546418Thanks! May the tides roll in your favor too boss.
>>62546421If you have to ask, probably
>>62546421M1 to H1 RSIs are very tired and bearish, H4 RSI is simply tired and D1 RSI could still hit the ceiling. But schizo lines whisper lies sometimes.
DRAM is the heaviest bag in my portfoliois it over?
>>62546421maybe just trim some? lock in some gainsproably 70% or so lock in and let the rest ridewhatever happens to the rest wont matter because youve already got pure profit
>>62546429Welcome home Baggler.
>>62546407Thanks anon, I wish you the same. May we all get the money to survive the world's gay vagaries and find some measure of freedom, or at least safety, in our money. I really do want everyone here to make it. Scrambling to literally live is inhuman and getting rich is the only way out unless you marry a rich girl or something.
>>62546425I'm alright with that. As long as we're not dumping.
Finally making money off AMD again.
I wonder, how far apart are memory cycles? are we talking about months or years?
>>62546420Yeah cunt? I hope you have a really good day too, faggot
>>62546414how about socialization
>>62546435Thanks! Feels good to be back. Now if only AAPL can just finish slightly less red I can make some money today boss.
>>62546407thank you anon
>>62546425Bull trap into bear trap into crab is nice and stable.
Trump loading up on puts right before the broadcast begins
>>62546407I say mean shit to you guys sometimes but I hope we all make it too and I hope I can be in a good enough place to send my daughter to private school or move out of niggerville when she's old enough.
>>62546440that's so reddit>>62546441>repeating the boomer meme word for wordare you fucking serious bro. you know you can take your kids to a fucking park right
>>625464392 more weeks
how do I dividendmaxx?
Let's play some tetris motherfucker
>>62546450I heard good things about SCHD.
>>62546413I expect a nice little pump at the end of day too
>>62546450>step 1: have at least 1.5 mil>step 2: step 1
>>62546450its not really divvies but probably best off just DCA JEPQ if you want monthly payments
PAWZ
>>62546450SCHD, JEPI, JEPQ, VIG, PFF and VOO, everyone forgets VOO actually has a dividend.
>>62546450NLY AGNC
>>62546443>Jews make money on shipping futures>all of the straits in the world are having problems right nowreally jogs the noggin
>>62546450enbridge
there are like 4 different smg threads rn. Fucking retards
bought the plebbit dip simple as
Now AI can make oil cheaper.
kek chip baggies
>>62546468I missed it cos i was gaming and had no alerta for it.Gonna put a cheeky tender for Monday @135.
>>62546441i used to think education should be free because i grew up in a nice area but i now know that if you flatten education then all it does is drive the price of private tutelage up while reducing public schools to daycarethe state could match education contributions to make it more affordable but it should really try to move more towards a market and away from what we currently have
>>62546469>every company debt maxing with leverage will lower inflationsure thing boss
>>62546450Are you retired, close to retirement, or do you have 7 figures to put into divvies? If the answer is no, then you can safely ignore dividends
>>62546439Tough to say. As long as the demand holds memory makers appear to be booked through whole 2027 with claims of shortages lasting at least until 2030. I'm not sure there's much of a reason to doubt that. The question is whether China doesn't suddenly erect factories and flood the market with RAM (doubtful for at least some time) or whether the demand will hold (some big player folding for whatever reason, destroying demand). Another thing is that there will be some sort of model breakthrough that will decimate the memory needs, but, well, that appears to be pure guesswork and speculation whose effect would depend upon its specificity.There's also the idea that by 2030 there will be implementations of physical AI that will also require memory and all the datacenters will need to be maintained, also requiring massive supply of memory. I'd say that it mostly comes down to whether you think that AI buildout will hold or it'll fall apart. If it holds memory shortages will last for at least a year/year and a half and possibly much longer.
>>62546471what do you mean missed it, it's still down like 21-22%
>>62546472College professors just go to Youtube and play Khan academy videos as lectures now. You only go to college to pay for access to prime pussy and for networking opportunities
>>62546461Why not SPYI and it looks better
Those $60,000 sex bots turned teacher bots but also to be used as college professors
>>62546469>NVDA to invest 20billion into Antropic to develop AI oilSaving the whole world single-handedly.
>>62546483You can find all of that on the internet now boss.
>>62546476>he doesn't know divvy dates of companies>he doesn't know you can buy lows before record date and that the companies almost always pumps heading into record date>he doesn't know you can just farm this shitNGMI. good luck gambling on leveraged tech or whatever
>>62546467>they are trying to create leveraged /smg/ to draw more retail exit liquidity
>>62546469AI will lower worker wages or wage growth to reduce inflation
Ken Griffin just bought out /smg/
>>62546484As opposed to what? VOO?If youre younger and want as little risk as possible VOO will make you more money long term.
>>62546490too much ketamine for the day baggler you cant even fucking read what you are replying @
>>62546433Thesis hasn't changed yet. This week seems to show the bottom solid ground for memory and semis. Should be up from here if the war ends and Republicans lose midterms.
>>62546481I need it to go lower.Not catching falling knives.i will wait for Monday to see if its gonna test the support again.
>>62546483>You only go to college to pay for access to prime pussy and for networking opportunitiesYou can find all of that on the internet now boss.
>>62546498I had to liquidate my twink bussy position, I'll never financially recover from this.
>>62546503what support anon it's below 200ma
>>62546504>the israeli recommends you never go outsideok
>>62546504you can def get less used goods on campus. if she has already made her way to selling herself online she took 20 dicks her freshman year in college first anyways.you gotta catch em like right when their parents are dropping them off at school and helping them unload the stuff from their car
>>625464674? I count nine for some reason you turdsbake at autosage on a dead board half the fucking catalog is smg leftover
;_; I just keep losing, this isn't fair. All I had to do was sell back in June. *sigh* when do things finally start going my way in stocks and elsewhere? It's not like I can even get a well paying job either
Really healthy market right now. All the leverage is clearly out and we’re ready to make new ATHs
>>62546513we retard pumped yesterday anon
>>62546512>SARS stop post about market>SARS my jeet coin spam thread is being ignored because of too much market thread
>>62546469If fewer workers have jobs mean less driving and less demand for fuel.
AHHHH IM GETTING NIGGEREDSAVE ME JEROME
Held my short position through the pump yesterday, came within an inch of getting liquidated, and am now breaking even again.
>>62546513>i expect my money to double every single day or I'm not happy!!!!
>>62546469When they lied about growth 6 months ago they promised a 5% growth year. Now they're trimming their lies to a 4% growth year. Bullish? Buy signal?
>>62546512most of them are old bread
it's over
STOP SPYING ON MY TRADES!!
>>62546493That's just swing trading, the other anon sounds like he wants to build up dividend income
>>62546508Zoom out
>>62546515For my own part, I fucked up because I expected yesterday to be the crab day and Friday to be the pump day after AMZN earnings. Now I'm sitting here like a retard trying to decide if I should grab NVDA and META (which I hate as a company) since they're the only things that haven't gigapumped.
you don't NEED returns
there is simply no way the ass of a hot woman can stink
>>62546531oh you mean back when everyone thought the world was ending because of sandniggers? ok
>>62546493can you elaborate on this anon im interested
>>62546522GDP growth for Q2 was projected to be 1.8% and it came in at 1.5% (all of which was debt from mag7 on shit that makes no money) and then we retard pumped on a miss
>>62546533true it's hard to really predict anything in this market. I thought the pump would be after google confirmed rising capex, but literally nothing happened. Then next couple days the twink liquidation story happens and we shoot up
>>62546513God hates you for saving and posting anime reaction pictures
Another day, another session where Kioxia eats shit (forward P/E of 4 btw lmao)
>>62546539well you see, there is a retard who thinks he's figured out a money glitch that the rest of the market hasn't.
NIGGERS !!!
>>62546547Tranime website
>>62546547word
>>62546493You best be trolling you stupid fuck.
Just got back from work to see oil got raped for approximately 0.2 microseconds then immediately went back up like nothing happened. It was JUST enough to trigger my stop loss what the hell is this rigged???
>>62546560>what the hell is this rigged???He's beginning to believe
nigs
>>62546554you cant say that word anymore. its not the early 2000s unc.
>>62546550kioxia is weird because the ADR was + 30% yesterday, but in japan the limit up rule only let it go up like ~20% . However they missed on earnings estimate so it probably goes back down to hell (sad because I bought DISK yesterday)
>>62546560Bloodied basterds are rigged the market!
>>62546560>what the hell is this riggedAlways has been. It's a big club and (You) ain't in it
>>62546518how do i invest in VH2
>>62546560>stoplossngmi
>>62546560MAMDANI COMMUNISTS ARE SELLING STOCKS INSIDE WALLSTREET
What happened with reddit?
Citadel: We did something evil guys. Here's the memos and pressers you want explaining exactly what we did and why we did it. We're sooo bad. Yes the real target was actually just this one twink, we didn't tank the entire market for any other reason. Thanks for not asking. Don't email us.
>>62546566I AM A PROUD BLACK MAN SO I CAN SAY ITALLEGEDLY
Anime is awesome
>>62546591The number of actual daily visitors wasn't as high as they said.
Trump Put this weekend
>>62546594not even poc can say it. its forbidden for everyone.
TOTAL MICROJEET VICTORY SAARS THE WHITE WOMAN ARE OURS
>>62546592Situational Awareness was just the first big blow up. It won’t be the last.
>>62546515That's not what I mean. Despite my efforts keep losing. It's not just semis and memory either.>buy stock>decides to dump on me and lose me a lot in one day>buy option>tanks>sell>"ackshually the fundamentals are now different because, just because" recovers and goes 2x>buy option>hold>it keeps sinking*sigh* I just wanted a better life for them. Scammed out of money and time for a college degree. Can't get a job beyond basic stuff that doesn't pay all that well. Ripped off time and time again in the stock market. Guess I was just destined to be loor despite my efforts.
I’ve twisted my body in just the right position and managed to push out the most heinous fart ever. It sounded loud, long and was smooth. It almost felt like a short massage lol. The smell though, fuckin hell it lingers like a dumpster or sewer.
Kek crab days Might as well just be cash desu Better returns
>>62546559Why wouldn't this pan work?
>>62546568Yeah it's bizarre. The Japanese session should've seen a much larger gap up when it opened. But because of TSE rules stocks can only go up or down by 7500¥ before trading is halted immediately for the day. So Kioxia hit that limit immediately at open. The rest of the orders are in theory put on hold until Monday, but day orders will obviously expire and others may get cancelled. Sucks to see potential gains literally just get erased due to market mechanics.
>>62546316People like you are the absolute gayest posters on /biz/ hands down
When was the last time you lost six figures?>Me: July 31, 2026
>>62546591Overselling on a headline of lower US users, despite beating on everything else.I've been slurping its like buying META in 2022I called dump then pump with trips in last thread, I thik QQQ closes at 700.
down down down
>>62546592I'm not leveraged, so it doesn't matter. I'll just keep holding until their operation is over and pumping resumes.
>>62546611Woof. My condolences anon. Here’s to a speedy recovery.
>keep getting spammed with "AI is crashing" videos despite mostly watching cats and shit>random normgroids saying "it's basically japan 2"All earnings are positive, Amazon pumped on its spending. I'm convinced this shit is tripling in 6 months simply because it's all retards and boomers calling for the end.
I sold
nigger
>>62546560>stop loss on oilanon are you dumb
>>62546591AI is killing reddit, Google referrals to reddit are falling because of AI summaries so people don't have to click on reddit to view the information in that page
>Burry tripling down on puts Going to lmao if he ends up like Leo
>>62546624Please Ken griffin I’ve seen what you’ve done to others. Please go long and liquidate Burry
>>62546624Why can’t this nigga just keep it to himself? He’s gonna ruin it for everyone
>>62546618Amaz total revenue growth rate is not impressive and negative cash flow.
>>62546624This can't be realKek I hope this scumfuck retard is made to submit to Irish supremacy
>>62546367What's the correct play for a slow decline?
>>62546623As far as I know Google pays reddit in order to do that and reddit sued Antropic due to taking their data and not paying for it.
fellow fullcash ni$$$erswe won
>New York open>rug
>>62546556
>>62546604white monsters and eggs will do that babe... you need a better diet
>>62546629Oh so you like Micron and its free cash flow then>no and here's whyThanks for the insights.
>>62546632The reason the stock is down is because Google referrals to reddit are down 11%, I doubt the money Google pays offset the revenue and potential future revenue from a person visiting the site
>>62546624>Unprompted seethe about burry again.Biggie sell/crab signal
>>62546640I was saying I can buy Google and Costco, which is better than Amazon as a bundle.
>>62546631Rotate into something elseOr if you think it will be mostly buy a condor. You can make them lopsided so it favors the downside more.
>>62546596Can't they just spin up more bot accounts?
>>62546647It was on the news when I had a quick Google at MU, hardly unprompted
>>62546644Fair enough, that's a different thing, but if that's the case, then that makes sense.
DCAing into a bear market hurts but ya gotta do it
Why did Ribbit even turbodump when they beat expectations? Still overvalued? Otherwise it feels like a good point to get a cheap swing in
>>62546657The referrals are down because AI summaries in Google search itself though, as I said said
>>62546660earnings/guidance are things of the past. no one cares about these things anymore not even wallstreet. the most important thing nowadays is vibe and its pretty much off for reddit.
Damn Silver and gold you sure are fucking worthless
>>62546665ThisIt's gonna dump further imo Most of their work force is unpaid and they don't have to spend any money on the content produced and they still have 2500 hr roastie diversity hire baby sitter jobs leeching profits
>he bought?>dump it
Cmom baby i just need you to drop a litle bit more.A litle bit more thats it lower a litle bit lower.
>>62546613>>62546591Reddit is tanking because they sell their data to train AI, which no one will need anymore.
Oliver on CNBC said market makers had today scripted at 7450 so we’ll see if it can break away from the pull towards ir
Manipulated to shit market. I'm not fucking selling.
Sitting at a cool +0.10% thanks to my safe Eurostocks working against the Americans, will probably be slightly negative EOD but whatever
GOOD FUCKIN NEWS!!!GOOD FUCKIN NEWS!!!GOOD FUCKIN NEWS!!!so, my sister is dating a guy who did a plumbing job at a womans place whos son works at a bank. and she says its possible.
>>62546320Unfortunately for the human pig he can't 'something will happen' himself out of bankruptcy this time because Iran is not in court. Good luck because (you) are going to need it lmfao
what happened to the premarket pump?
>>62546678sell and buy back when it's lower
>>62546680Are you looking for a bank job?
>>62546680What is possible?
>>62546680the sister or the woman???
>>62546682Being saved for monday x
Ok let me see if I understand this correctly.I just buy stock and watch number go up forever.It's that simple?
>>62546680Big if true
>>62546686THE WOMAN!!!>>62546685i forgot to ask
>>62546690based voobro
>>62546690congrats you've figured it out
>>62546690Yes. It is a lottery ticket.
You guys seein the bond market? The fact that we’re not dumping tells you how rigged this shit really is.
>>62546665>>62546672Fuck it. It CAN'T go down more than it has before a rebound. I'm throwing in my dice.
>>62546683Thought about it, but its literally what they want.
nobody cares about the bond market. it hasnt been relevant since 2014
>>62546663Actually, looking into it it looks like Google is paying flat $60 million fee to reddit for summarizing reddit threads regardless of whether they're followed or not, so I guess leddit should renegotiate the fee paid for accessing their data.
>>62546690as long as you live to 100 years old and don't mind holding through 15 year drawdowns, yes.
>>62546698the risk free rate (short term) impacts the pricing models not the 30yr. no one cares about duration
How is it called when you are overleveraged and jittery and couple % move in the wrong direction is enough to make you despair
>>62546605I'm 90% cash 10% BND now tho
>>62546700Kek based
>>62546703retard alert
>>62546591gemini now summarizes my arpg slop builds from reddit
>>62546710You're an honorary Korean
>>62546709>no one cares about durationbased retard lol
>>62546715wdym retard. i actually understand the bond market unlike 99% of people who talk about it trying to sound smart
Market already punished Apple and txn which have high debt to equity ratio.
>AMZN crabbing +14.88% all day
>>62546611I'll fix that for you anon.
>>62546665Earnings do still matter it’s just the timeframe has become distorted with wacky expectations.Like SpaceX’s 200 year ROI, lol.Or MU dummies who say Micron should be higher than (x) company because it’s got much higher revenue. Not realizing that (other company) has an expected ROI going forward years in advance while MU has a confirmed giga earnings going into this year and the next, but after that it faces a cliff of uncertainty regarding demand and pricing.Or reddit which could have good earnings today, but everyone expects AI to displace them. Again, earnings are calculated in terms of years of ROI. This part is very important.
>>62546715He's not retarded. The US stock market passed the US bond market like 5 years ago in size and now it's 50% bigger. Only midwits deal in bonds nowadays.>OH WOW I JUST SPENT 2 DAYS OF RESEARCH TO DETERMINE THIS BOND THAT RETURNS 1% BETTER THAN HIGHLY LIQUID SHORT TERM MONEY MARKETS OVER 5 YEARS IS SO COOL LMAO IM A GENIUSFucking retarded bondcels.
>>62546671>touches the MA and just slides down without a fight>does not ever actually rallyMy 'favorite'
>>62546732retard alert
Bond yield is only a problem for third world countries like Britain. Everyone is always talking about the fucking yields when the bonds are always paid back with fake money the fed creates out of thin air.
>>62546550>>62546568So what’s the deal with this? Is it a buy or an ignore? Can’t find much on the bull case
>>62546335>shorts the market for shits and giggles>realizes people actually hate his ass for gas prices, ruining their investments and sucking jew dick
>>62546729I see a merchant
>>62546591Banned the cum town subreddit
>>62546732The post that gave me complete trust in the bond market to make all my trading decisions
>>62546739When those borrowing costs start cutting into profits let’s see how many zombie companies go belly up in this fake faggot ass jewish American market.
>>62546746I miss Fat people hate. Now that was a good subr*ddit.
>>62546454nice ... little ... pump
>>62546731>, but after that it faces a cliff of uncertainty regarding demand and pricing.It literally doesn't and this has been explained dozens of times at this point with the locked in contracts for pricing of ram for the next 5 years like goddamn people spreading retarded fucking fud without reading the fucking documents feeling so smart repeating midwit talking points about a ram cycle because there was one 25 years ago.
>>62546719>i dont understand how this works so i'll call him a retardlmao stay poor
>>62546671Why are you doing any short term positions on PMs? Thats shit you buy a bit of and sit on.
citadel my nigga hunting them bulls to buy em cheaphow do I become like them?
>>62546751Also CringeAnarchy brought me some of my first redpills
>>62546320He’s by far the best wartime president ever. At this point he’s won a war against Iran over a hundred times. And it will only cost a measly 300+ billions instead of the MILLIONS that Obongo gave them. I can’t take all this winning bros.
>>62546413just wait for mu to go back up easy
>>62546754Why do poor people always call me poor? I’m all in on bonds right now. I accrue more in a month than you make in a year lol.Go back to gambling options you fucking imbecile.
>>62546739You know corporate bonds are based on treasury rates + a % premium, right? So all those billions in new debt related to AI from the likes of META will be whatever the treasury yield is + about 3%, if those treasury yields go to 6% then META is paying 9%, you see why that's a problem?
>>62546749There's the problem. If everything is shit macrowise then it makes sense to go cash, but this shit is manipulated beyond belief. Nearly every dump and pump is orchestrated by someone. Orange man has massively accelerated this trend.
>>62546768yesit means government bonds are memes and you should just buy megacap bonds
>>62546773>If everything is shit macrowise then it makes sense to go cashno, if macro is shit you get equities to hedge your dollars dying and also cause equities are cheaper during bad macroits like investing 101 bitch
>>625467683% ? Haha. Spcx got below 7% for space datacenter. There is too much money in the system.
>Trump at camp david because fauci is bad at basketball and iran>/smg/ millionaires all in bonds>japan bank will hike to keep the yen up, crashing the yed trade>leopold the zoomer threw in the towel, ken the boomer is fucking his girlfriend too>yields are up or somethingWhen did you realize the marketi s about to CRASH
>>62546753>Look inside locked in contracts>It’s just OpenAI, Anthropic, and corps who sell stuff to them.
>>62546768Isn’t it a fixed rate though? They can just issue less debt if they’re worried about the interest. Companies go for long stretches without issuing any debt at all.
>>62546782>japan bank will hike to keep the yen upnothe rates will stay the same, minor 25bps hike 1-2 more this year at maxjapan is very low iq so they do the short sighted thing of offloading their US treasuries and selling gold
>>62546787>Isn’t it a fixed rate thoughno>>62546787not true, especially for megacaps spending trillions in capex rn
>>62546778I meant to time the shit macro, didn't say that, but its what I meant. I'm not going cash, don't think macro is that shit, this is an overreaction.
>>62546782We got at least two more years before we see another crash boss.
>>62546787They usually are but they can also be floating rates, it also forces those companies to increase their rates to compete with government bonds
>vix below 17
>>62546796more like no crash till 2032 at the minimum maybe we get a FUD or two per year about AI with how fast gains are ramping upthis microsoft and amazon gains are making people even more insane in the long runwe will get new ATH soon boss if you aren't long semis you are going to be the poor in smg
How's it going my stonks brothers?Glad I sold my Micron shares at the peak price yesterday before it crashed again today.Feels good.Not sure what to invest in next though.Maybe research some penny stock companies.
>>62546798But that’s if they want to issue more debt; they may just stop altogether if they’re worried about the treasury yield spike. I am curious as to which corporations are issuing floating rates and why.
Oh yeah we crabbin today
>>62546262Big short investor senses 'something' then sells GOOGL which he owned for 10+ years"I want AIs, but less of them, and I want a bit of Cash."https://www.youtube.com/watch?v=_IuISygkTJM
AAPL computer going out of business?
>>62546806He is not buying value btw.
>>62546804Google has issued floating rates, but if those companies stop issuing new debt to fund their capex you know the whole market crashes because it's propped up by their capex, right?
>>62546807trump doesn't let tim apple use chinese memorysorry tim appel
>>62546801I reckon the commies are going to take the white house and then we'll see the whole market get raped harder than a white girl walking alone in London boss.
I currently live very far away from my local bank, but theres an atm less than a mile from my house.How do I justify opening a local bank account just to deposit cash if I ever needed to?
>>62546794But it is true. Google, Apple, Meta, etc all traditionally issue debt opportunistically. Yes, the AI boom changed this, but it doesn’t mean that these companies now have to issue bonds every single year as if they’re the US treasury. I expect we will see some shying away from capex and debt issuance moving forward.
>>62546812>Google has issued floating ratesthe longer the timeframe it gets issued with floating ratesgoogle needs infinite money because they have infinite spendings somehow
>>62546796You think your cheeto savior is gonna prevent a crash? You think Wash is going to actually lower rates? Son….do yourself a favor and cut your losses or get out if you’re ahead. Anyone with a half a brain knows now is the time to sit heavy in bonds and wait. That’s it. It’s that simple.
>>62546812Well they will have to stop. They’re companies, not the government; they can’t print their own debt. They can’t just take on debt at stupid rates with no return on investment from the capex. Market crash or not, they won’t do it forever.
>>62546803reddit panic sells cause they are happy with 10% up and intuitions are forced to sell cause too much gains in a single dayit will be up next week bigly
>>62546819You know the slowdown in capex will kill the market, right? You know stock valuations are based on expected earnings 12 months+ into the future, right? That if Google, META, etc, lower their capex then the semi stocks crash, you know that right?
I'm addicted to pain killers
>>62546828Yes! I addressed this here: >>62546825It’s unrealistic to expect that companies will take on debt at unfavorable rates to keep the market propped up with capex spending. Again, they aren’t the US government working as a single unit who can print their debt and offshore it. Their liabilities are real. It isn’t about whether or not I want a crash to happen.
>>62546825They can print debt if the money they're spending starts to earn a profit, that's the entire crux of the AI issue atm, that the capex has yet to result in profit with increasing capex, which is why Google was punished during earnings, it increased capex, same with META, Microsoft didn't and its stock rose 15%+
>>62546836That means youll never feel pain?Brutal.
>>62546828Hey guys! This guy understands the market 100%. Pack it up guys, the market is over. No point in buying and selling anymore now that this 1 anon knows exactly how much .000002% of a company should be for it's share price.
>>62546823>implying yields are going to go lower.Whatever, when the dollars aren't worth the paper they're printed on, you'll wish you had some Hormel in your closet boss.
>>62546841I think I need help for my withdrawals
>>62546753I’ll also add that even if their existing customers were rock sold and AI was going to keep buying RAM for the next 1000 years, at a certain profit point you’re just going to invite the sharks to come out to start imitating and undercutting.If not the Chinese, then OpenAI and Anthropic themselves will try to make their own memory to keep costs down. OpenAI is already moving in that direction with their jalapeño chip. And Musk announced a giga chip plant as a part of his SPCX IPO. The intention to move on from MU is already there for its biggest customers.
>>62546837>It’s unrealistic to expect that companies will take on debt at unfavorable ratesany rate is cheapthe ROI will be huge for AIif it wasn't the case neither amazon or microsoft would be this much up, surely multi trillion companies going up 20% is the market not liking AI? lol
>>62546843Amazing how much of a spastic you are that what I said despite being the acknowledged reality of markets for a long time now makes you seethe for some reason
>>62546760dude we are going to destroy an entire civilization show some respect
>>62546839In a race between unfavorable treasury spikes/raising rates VS capex finally giving a return on investment, my money is on the former. I know that’s the current debate. >>62546847The conversation isn’t about the current environment. It’s about what capex spending and debt issuance looks like if treasury yields spike
>retailtard takes on margin loan in hopes of making more than the interest, this is le good>trillion dollar company takes on margin through structured debt, in hopes of making huge ROI from AI, this is le badits the same shit retard if you are smart and the currency is being devalued or rates are too low you take on debt
>>62546836pain, suffering and sorrow are actually good things.
>>62546845Doctors can prescribe you meds to curb your cravings and side effects if you truly want to get clean.Otherwise youre gonna have to start weaning yourself with lower doses.
>>62546852>debt issuance looks like if treasury yields spikeits already spiking and nobody gives a fuck you look at debt not by itself but how you are utilizing that debt and future cash flows
>>62546847where will this ROI come from? where has AI been profitable? what exact improvements in AI will make it more profitable?
>>62546845Check yourself into rehab anon
This crab marker has made me crave crab dip.I pity the jew who cannot partake in the wonders of shellfish.
>>62546806>issued 100 year 6.125% bondsits so over
>>62546845goodluck with that kek
I have 32,203.37 in cash ready to buy something right now but can't decide. What should I buy
>>62546846It takes Micron 2+ years to make a new fab and that's with having the supply chains and expertise already in place. You're not going to see Sam Altman making his own chips for at least a decade. Just like how all the news about cxmt killing korea and the US turned out to be fud to liquidate Leopold, this will be too.
>>62546860>AI is uselessshort it all then bitch
>>62546867SGOV until Santa rally unironically
>>62546860We all know a crash is coming but sitting on the sidelines is ultimatwlt worse than just DCAing no matter what the market does. Its math!
>>62546857After all the pain and suffering, may I have one crumb of goodness please?
>>62546862They're trying to make me go to rehab.But I said.. NO NO NO.
>mfw he's barely out of college and has 4x leverage on $45 billion
>>62546836>>62546845Naltrexone. And godspeed anon
>>62546877kek
>>62546859We will see if they give a fuck or not. That remains to be seen. Yes. And if goes to capex with little to no return on investment, that’s a problem.
>>62546880NTA but I miss coke.
>>62546867bigger means more betaclean energy/neocloud>dram>>hbm>>>already proven semis (i.e nvidia/tsm)/hyperscalers
>>62546839>Microsoft didn'tHuh?>In its fiscal Q4 2026 earnings report, Microsoft reported a major capital expenditure increase to $41 billion (up 70% year-over-year) and forecast fiscal Q1 2027 capex at $50 billion, driven by heavy AI and data center investments.
>>62546879Why is every mid wit on xitter calling this guy a shark? Like sure he bought Situational Awareness' port but it's not like he crashed the market himself.
>>62546872this is why the market is completely divorced from reality. its gonna be 2008 all over again.
>>62546868At a certain point Memory fab employees will leave to make their own businesses.They will figure out how to make it work on a shorter timeframe and budget.This is inevitable for any industry that makes this much money.
>>62546887Which is nothing compared to the $200 billion by Google or META saying they're not even going to say how much their capex is going to be in 2027
>>62546617>>62546730ty anons, have a nice painting for your thoughts
>>62546894I cant even see the goalpost from herekek
>>62546887There’s so many people talking nonsense about Microsoft’s earnings versus what’s actually in the report it’s kind of crazy.
>>62546899Pfft, here's some real art.
>>62546894you should buy VOO and not single equities
Interested in the War Crime 64. Of all the technocrat dorks, Luckey is /ournerd/
>>62546893Honestly Ken, I think you should focus on FUD with yahoo and all the MSM. No one buys your shit here.
>>62546894You guys keep repeating the same blatantly false shit, every single day>>62546905Just straight up lying or they're simply retarded
>>62546888citadel and Jane Street literally crashed the market themselves. they were dumping situational awareness positions and shorting them.also wtf was the kid thinking naming his shit SA when all the zoomers use that to talk about what their dad did to them
>>62546913See you in three years then i guess. :/
Did that GRRR guy anhero? I don't see anything about Gorilla inc and it looks like he got cut in half over the past month. Serves him right for not listening to Big D boss.
>>62546923If you're still here in 3 years, that says a lot more about you than me, Ken.
>>62546910unironically based
>>62546926He is some trust fund baby playing with daddy's money anyways.
>>62546913>>62546927You forget to turn off your ID flipper.
>>62546926I think he is still around. GRRR diluted again lmao
>>62546931Imagine being handed life on easy mode and managing to fuck it up.
>>62546936Ken...>>62546939He is still a multi billionaire he will be fine.
NIGGERS
>>62546939>>62546942>>62546931It is true I have been speedrunning my own situational awareness fuck up lolBut GRRR will rise again, earnings in a couple of weeks. I will be redeemed sirs!
>>62546939he said it's okay, this was about 10 months ago, he made fun of me for saying it was stupid to fuck around with 150k like that and he said it wasn't a lot of money and I must be poor.
>>62546949It still isn't a lot of money and you do sound quite poor, but its ok its not your fault.I still baghold GAMB (Now GRSD) also:3
>>62546910Eh, my original Nintendy 64 works just fine. It is funny watching people lose their shit at the Regginator though for endorsing this thing
>>62546952Well Big D says you're a fag so you should take it up with im.
>>62546910How abiut a QRD?
>>62546917Just saw the newsDid he really cause SA to get margin called?Also how long was this trade going on for? Did SA long positions in AI and tech cause the run up this last year? (I don't think so)Was the reason AI and tech stocks selling of in the last month is from Jane Street and Citadel shorting to shake this guy out?Was yesterdays rally a short cover rally or MSFT earning beat, and how long will it last.Why does someone positions being liquidated cause a huge rally?
>>62546956The Faggler is irrelevant I don't waste my time thinking about that half pint lady boy sodomiser.
>>62546879citadel now has financial AIDS, lmao
>GRRRYikes. And I'm a heavy chip bag holder.
How the hell do we market a crab gf? How is she anthropomorphized? What do we even call her? Snipina?
The crab has endedPumps only
>>62546985>He doesn't know about KrabithaShe's the best girl, we love our flat chested Krabby gal don't we smiggers?
>>62546992Sorry, that's not how it work. We'll keep on crabbing.
>>62546958this had been going on for months. its pretty much been the whole narrative of the entire market for the last month>SA held Kioxia and citadel/Jane Street dumped it to 3 p/e>SA was short software as his hedge and its why the whole software industry was drilling and why MSFT hit 350>Citadel/Jane Stree dumped MU and Nebius and semi shit and shorted and fuded the whole sector>Citadel released a "rate hikes expected" narrative and most of the AI fud in the last monthJane Street didn't even offer to buy his bags at a discount which means they think AI is for faggots
Bond yields bear steepening suggest intense cock and ball torture soon, financially and historically speaking
>>62547009How soon? So I have time to adequately prepare my dingus
>>62547009Subscribe
>>62546948I hope you make it bro. We must all make it.
>>62547016Thank you my smigger, in truth I already have it made if I make a gorillion I'll just throw it on the pile with the others.But I hope and pray you make it, you deserve it much more than I do <3:3
>>62546996Thank you>>SA was short software as his hedgeDo we know if there is more to unwind for SA and is fund going to be closed?
>>62547009this time its (unironically) different
Wait, no, go down i haven't slurped yet
>>62547027You were probably a pudgy little boy, but the talking heads said that in 08
>>62547026Yeah the fund is dead to margin call. Banks sold his shit to Citadel and they need to unwind billions of semi/AI bags
>>62546845Good luck anon. I'm the guy who was crying about cancer yesterday and I'm so hooked on the oxycodone that they give you that it's insane. Even if you have an actual medical excuse to get them, holy shit these pills get their hooks into you very quickly. It's scary how quick your body just decides it NEEDS the drug. I only really feel happy anymore when I'm high, the rest of the day is just an endless panic attack. Maybe try lowering the dosage you're on, do a taper off while you've still got the resources. Cut the intake in half and suffer through it? That's what I've done before. But I was, unlike you, lucky enough to have a doc helping me get off them at the time so I was able to get smaller pills and shit easily to manage the comedown even if I eventually ended up back on them anyway. Best of luck, these really are serious drugs.
>>62547009my balls are already being tortured.
>>62547020Mai nigguh
>>62546845Benzo withdrawal can give you intense seizures and kill you anon. You need medical care at a DETOX clinic t. Work with addicts
NEWNEW>>62546271>>62546271>>62546271>>62546271NEW
looks like sandisk has a clear shot to around 1650. Hmmmm. I shoulda bought a ton of SNNX when it was at 6 bucks.
