Friday 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
>nows
Why's Le REDDIT down so much?
>3 different /smg/ up at the same time>>62546257>>62546262>>62546271Good job
>>62546304There’s 5 now
This one. >>62546257 #
>>62546321>No subjectI don't think so
>micron and sandisk are raping my portfolio again>apparently the news is saying it's because apple is dumping, and apple uses their chips and nand and shit I knew thatthey would probably dump forever and never recover as soon as I missed that first bounce to sell a month agoBecause this always, somehow, happens to me and it never lets me just get back to break evenBut I am tired.
I bought SNDQ just now. Pray for me.
My WEAT calls have been rangebound for months. Theta is gouging my fucking anushole
so the stock market is where the big eats the small?did poor ashenbrenner really deserve this?
>YIELDSYou have been warned.
>>62546541It is AI trade vs anti-Ai trade. AI trade have won.
>>62546364>>62546552double sneedum on the feedumNo clue if this sends micron and sandisk back to where they were at open
>>62546541I have been warned for the past 2 months and am so horribly raped at this point there is nothing I can do. Either there is a big relief rally back to where nasdaq was 6 weeks ago and I escape with most of my foreskin or shit.
>MUmake it fucking stop. the potato niggers already liquidated him.
Whoever shilled me PYLD at 26.50 I hope you're happy. I will never financially recover from this.
Would it be retarded to load up on more MU right now or smart
My GAW position is getting larger and larger, bros.
AAPL DOWN 10% BUY BUY BUY I WANT TO SEE THE LINE GOING UP
>>62546298theyre not getting any new deals for their data to train AI their data has been poisoned recently because tons of people are writing their comments with LLMs, which will increase potential for model collapse
>>62546902they literally crashed the market to liquidate one guy, it's just going to bleed forever now and Apple is dragging it down too because Apple buys micron chips.
>they're really gonna crash the market to stop me from coomingThis is just like back in february.
I'm selling CSPs on Micron next week and hoping it drops to $700 range on Monday. Good luck to the rest of you.
is this true? Japan Rice merchants were trading stocks 300 years aog?
>>62546965
>>62546969Anime website.
>Green Day because VT holds OILLet's Drive OIL Barrons! We're so fucking back!
>US Treasury will intervene Japanese yen...........what the fuck, this feels incredibly bearish
>>62546941It's also super fucking funny watching the poisoning happen in real time. If you ask AI a niche question and get a retarded answer, if you type that answer into going with "reddit" on there you'll often find the exact comment that the LLM was relying on. Often in a meme sub or meant as sarcasm (or what passes as such on reddit) and they're just scraping everything without any vetting.
>>62546966stocks? no, they were trading rice futures (/ZR)
Slurped some red a few hours ago and now I’m fat green. We are going to make it.
>>62546969He bought at the top and losing money LOOOOOOOL>>62546959>>62546951>>62546723>>62546353Good luck loser, I'll be making $1000-2000 in premium when I start CSPs next week.
MIGRATINGFUCK ISRAEL
Anything new or beat down worth buying?
>>62546941>their data has been poisoned recently because tons of people are writing their comments with LLMs, which will increase potential for model collapseIf you buy into this narrative, then you should be shorting the entire AI industry right now. We are less than 5 years into ChatGPT being a thing and estimations say that 50% of new content is already AI-generated.Any institution with a decade+ of user content is sitting on an ever appreciating treasure trove. The internet is going to become unusable for training in less than a decade from now.
>>62547011>beat downBYD and XiaomiOther than that GAW
>>62547011Pretty no brainer buy.
So what are you lads buyin today?Netflix looks enticing at its current ratios.Also looking into some industrial shit like Shin-Etsu which dumped a retarded amount in reaction to a 10% lower than expected yearly revenue forecast, but it is the kind of stock that will get raped if oil stays above 75. Apple and Google seem both too expensive.
GOOG goes downGOOG goes upMSFT goes downMSFT goes up
>>62547019>it was once close to 800What happened?
>>62547011IBM
>>62547018what's byd ticker?
>>62547019I'll never give Zuck a shekel
>>62546993>CSP>if you have enough cash to buy 100 shares at 600 bucks>for 1000 in premiumLolThat's tremendously retarded.
>>62547018>>beat down>BYD and XiaomiChinese industrial companies depend on so much shit that's totally at the whim of the CCP and affected by geopolitics/tariffs that I'd never bet big on them.The one I'm looking at is Tencent which is trading stupidly low and so far all reasons I've seen are beyond retarded and wouldn't hurt a hyperdiversified asset holder like Tencent much.
>>62547028
>>62547022Meta, Amazon, and little nibbles of SOXS.
>>62547028Same as what's going on every big tech company. They are spending huge amount of capex on AI and investors/market thinks it's too much and will not return investments in the future, and China is now competing with their own AI and chips.>>62547036Zuck gives two shits about your money which is a drop of water in an ocean. You have the mindset of a retard and reddit activist if you think like this in the stock market.>>62547038Keep holding baggie who bought the top. CSPs and CCs on beaten down stocks is how I easily make 40-50k a year in just premiums while jerking off. If I got 4 weeks without having the put ITM at 15-20% I'm making 4-5k a month at a 15%
WHATCHA>BUYAN>SELLAN>HODLAN>READAN>EATAN>DRINKAN>FAPPAN>FEELAN
>>62547047>Meta, AmazonI think both are good at their current price and ratios but I'm already in both and don't see an obvious enough oportunity to full port them.
>>62547019>>62547045this shit is the most likely of the fag7 to explode. not Tesla but "Meta". only boomers even use his shit anymore and all his spinoff gadgets are fucking gay retard shit that would get you bullied and called a faggot IRL.
I told yew
I'm >60% SKHY>39% CRWV>1% cash
>>62547053>Zuck gives two shits about your money which is a drop of water in an ocean. You have the mindset of a retard and redTrue it's just my own personal "thing" >CSPs and CCs on beaten down stocks is how I easily make 40-50k a year in just premiums while jerking offI wish I wasn't too big a pussy and had the money to do this. Godspeed anon.
>the bottom?its here>top?in 3 years
>>62547061I'm>70% cash>30% shit
Broke up my date with Bobina. She's hysterical right now.
Good afternoon TKD
>>62546271>>62547055>fixed version btwBart was hiding in the original version
>>62547055TRLV, CELH, MNST, RBLX, Moderna
How has niggrrr anon been? Haven’t been lurking since a few weeks ago lol
>>62547057See this $90 price? You and everyone was saying the exact same thing.See that 2025 crash around Trump's tariffs?Exactly the same thing. Metaverse is now nothing and failed. It failed like 3 years ago. And the stock still climbed to all time highs and if you invested back then you would have quadrupled your money. Making your stock purchases on shit like Metaverse and Facebook rather than just looking at the financials and fundamentals is being a meme trader. Go buy SPCX if you want to ignore finance numbers and want to dream about some concept.
Holy shit MU might end up in the green today
reminder>>62547078Baggie has challenged him to a fight
>>62547078Surviving, each day at a time.Lol I'm good thanks for the concern, my life is no materially different. I am soon off to SEA to sexpatmaxx and will be smig posting a lot less.
>>62547081I bought LEAPs at $90 dude.. I shilled meta here at 90. I'm not buying it right now."META" was a project they could just scrap and toss in the trash even though they kept the faggy name. The data center debt is a game of Russian roulette they are playing imo.
buy U
>>62547084I think MU retests $750 before it retests $1,000 smigga. This looks like the right shoulder of a head and shoulder, hoping we bottom around $770 that's where I'm throwing the rest of my cash in.
>>62547086What kind of trust fund kid goes on /smg/ to begin with? Why not just be rich in the real world?
>>62547057They are the most likely to be the first ones to stop being a growth business, but Meta is not going under any time soon. They control every western normalfag social platform other than tiktok and youtube (and X, but X is a fucking meme as a business) and new social platforms pretty much don't happen anymore. Also, they are by far the most effective adds company in terms of how much money they are able to generate out of their users. Even if no one in gen alpha and onwards ever uses their shit and they eneded up failing completely at AI, Meta can maintain the current numbers for at least 20 years more. At its current ratios, there's pretty much no way you lose money on Meta long term. Meta looks bad at the moment because their attempts to keep being a high growth company are not panning out, but they have their current business locked the fuck down. They could pivot into being a modern blue chip, reduce their capex and other spending and just keep printing money for decades.
Stonks
>>62547100they would still exist in some capacity but there is no good way out of this datacenter bet they made without it working. it would forever cuck them into reddit tier company
MU theme song rn: https://youtu.be/ZE5zXLOyEOQ
10 year bond yields boutta hit 4.8
why the fuck are bonds so autistic?seems more painful to manage than straight equity.
>>62547091I am genuinely baffled by your logic You were shilling for Meta when they focusing on the Metaverse with shit ton of capex, with literally everyone laughing at how awful it looked, and Zuck looking like a complete retard by his vision that everyone would be going to some digital space world. But when Meta is now spending money on data centers, GPU, and computers, you now think it's unsafe???
Going to buy £1000 worth of Barclays Bank stock on Monday I think.Any bank stock holding anons can tell me what I'm in for?
>>62547112blood on the streets niggareal ones know (it's called luck)
>>62547112META has committed 700 billion to AI spendFacebook spent they only spent 80 billion on the metaverse.this retard project is going to flop 10x harder than the last retard project. they could afford to eat 80B they cannot afford to eat 800B
>>62547103>it would forever cuck them into reddit tier companyMeta without the datacenters/AI shit is still a stronger business than 99% of companies anon. They have some of the craziest margins out of any company, even while burning tens of billions on new bets, and they get it from products that no one can compete with because good luck getting people to use a Facebook/Instagram clone in the big 26. Reddit is going to go back to being a platform that makes no money once they run out of data to sell due to all the newer content being poisoned for training by AI use. If you think these two could form part of the same conversation any time soon, you might be elegible for retardbuxx anon.
>>62547116*Burnham blasts you*
>>62547116I will hold my JPM until Dimon leaves; Barclays is overexposed to bongistan(a failed state, the next south africa) so I wouldn't personally pick them but you do you.
>MSFT>AMZN>GOOGmag3 bros...we are so back
>>62547122>THIS TIME... WILL BE DIFFERENTIT'S NOT DIFFERENT AT ALLLL! IS IT, MARK??? HAHAAAHAHAHAHAHA
>>62547061I'm>10% LCK>20% SKL, >15% WMB>5% PSRHF>50% HP
>/smg/ shitting themselves>Stonks greenMaybe NOT have everything in memory? Surely the last month was an indication
>>62547132My safe folio is only up .06%I need MOAR
>>62547132Sure let's all buy >msftOh wait that's cloud AI>googAnthropic>amznAlso cloud AIOh look, looks like everything that doesn't suck is still AI.
>OpenAI disclosed that its models now reach more than one billion active users and more than two million businesses, an announcement that followed price reductions on two models in its GPT-5.6 family.>The company cut the price of GPT-5.6 Luna by 80% and GPT-5.6 Terra by 20%. Luna is now priced at $0.20 per million input tokens and $1.20 per million output tokens, down from $1 and $6. Terra's rates fell to $2 per million input tokens and $12 per million output tokens, from $2.50 and $15. Pricing for Sol, the most capable model in the family, remains unchanged, the company said.AI getting into a price war while they're still massively unprofitable sounds bullish to me
>>62547132Mag 7 is crabbing as well.>>62547124What even is META's revenue stream? Just selling your data on insta, whatsapp, and FB? A solid business for sure, but not an entirely safe one either as seen by all the social media fads dying out over the years.
hmmm, why aren't wheat my wheat futures cash settled?wtf am I going to do with 30 tons of fucking wheat bitch
>>62547143Bread
>>62547138>Blockchain disclosed that its wallets now reach more than one billion active users and more than two million coins created, an announcement that followed price reductions on two major coins in its BTC family.
>>62547112>and Zuck looking like a complete retard by his vision that everyone would be going to some digital space worldThe execution and going so hard into it this early and marketing it as something that could already be big was retarded (as other anon said, Meta really need better PR teams) but the investment itself was a solid idea. A new technology creating the space for new social platforms is legit the only thing that could kill Meta, so they wanted to be ahead of the curve just in case regardless of how remote the chance of a metaverse becoming mainstram is.
>>62547142META makes 98% of their revenue from ads
EVEN A TERM POLICY
OH SHIT.
>>62547149I have adblocksorry zuck
>>62547158This is what happens when you let women fly
This is my portfolio allocation. You can make fun of it.CoreIGM 20% (expanded tech)CHAT 10% (AI)ROBO 7% (robotics)PAVE 7% (infrastructure)Momentum sleevebut mostly just tech nowSGRT 10% FMTM 10%InternationalDFIV 7% (international value)OPPJ 3.5% (Japan)CommoditiesUGL 3.5% (2x gold)ERX 3.5% (2x oil equites)MXI 3.5% (materials equities)Managed futuresDBMF 5%KMLM 5%CTA 2.5%AHLT 2.5%Most of my equities are tech. Tech and industrials combined are 70% of my equities, and the other 30% are the rest of the sectors, around 5% in most sectors each.I only went down 5% from this tech correction despite being 50% tech.
I'm gonna cry in the Casino!
>>62547166Looks mostly random.
My Sneedbius crabbing, bit surprised after yesterdays near 30% desu, thought it'd be down (maybe it will still)
>>62547166reddit tier port
>>62547166too scatterbraineddid you backtest this or how exactly did you come up with these weights? how often do you rebalance?this looks like AI made it up
>>62547055You guys don't play vidya here?
>>62547166
current rankings of MAG7 >AMZN>GOOGL>MSFT >NVDA>the rest dont matter kek
>>62547166not dispersed enough
>>62547183stocks give more dopamine compared to vidyavidya is either for poor or the dumb and both sets converge
>>62547142>What even is META's revenue stream? Just selling your data on insta, whatsapp, and FB?They do some selling but mainly they take your data, build a profile on you and serve you adds that are hyper optimized to have the highest posible chance of getting you to spend money and get paid handsomely by the companies whose products they advertise. They are the best in the industry at this.>A solid business for sure, but not an entirely safe one either as seen by all the social media fads dying out over the years.The "fad" platforms die because they just have no room to survive anymore. The last big platform that actually stuck around was TikTok which is already 10 years old and they succeeded by exploiting the gap in the market of short video format. We used to get new platforms and startups taking their shot at the social network game every couple years back when the space for newcomers still existed. Now you'd get laughed out of the room by venture capital if you told them you want to start a social network company. There's pretty much not going to be any new social platforms anymore unless a new technology like VR takes over and creates space. There's no content niches to exploit anymore, people are not going to leave the platforms they are used to where all their friends and family are (X/Twitter surviving despite being a shitshow and involved in so much political shit is proof of this) and new platforms are dead on arrival if they can't capture a big userbase immediately.
>>62547183Stock market is best game
>>62547166You also need to check your expense ratio and what each etf actually contains. Your core contains a lot of overlap. Expense ratio is eating your gains.
I bought more aapl calls frens.
>>62547204I just hope it isn't short dated cause it ain't pumping for a while with these memory prices
>>62547190i play the stock market when its open, and vidya when its closedanything but the wagie cagie
>>62547158Actually, the F-35B is a plane, not a marine vessel.
>>62547207It absolutely is short dated, Wednesday in fact.
>>62547143Make some dough
>>62547212>less than a weekwhy do you mfs love getting cucked by theta
>>62547171It's not at all. I spent months tweaking and and backtesting and forward testing. Every ticker is there for a strategic purpose, and either fits in my thesis or hedges it.
>SOXX's Worst Month Since 2001
>>62547181I’ve enjoyed all the sympathy I’ve being reading and listening to in the hedgie bubble. But really that reveals a doubt and a fear for those expressing it in those circles. He’s not the only one with massive leveraged positions in AI stocks. That can’t sell and are deep deep underwater (because unloading would utterly tank the market).They are hoping and praying the market sentiment turns real fast. And are sweating on the basis end of the trade as so much of the money was borrowed in Yen to buy dollars (gotta have that basis skim). Hence the Treasuries and Bessets threat to intervene in the JPY/USD market. There is some incredible pressure building under the market. BE CAREFUL!Leverage in the US is at record highs. And the big banks WILL liquidate to save their own skins. Even the biggest funds. One caveat that’s possible. Outright market buying by the Fed (they will try to mask it). But they will sell and us it as exit liquidity and floor the system with dollars. It can’t be hidden for long. The Fed is doing a lot of dark bond buying at the moment. The effects emerge in the forex markets. And are obviously. This is the reason China is pulling up the monetary drawbridge.
>>62547193my girlfriend told me that myspace was coming back yesterday. re-evaluate your thesis accordingly boomer. everyone thinks zuckerbeg is gay and Jewish and all his shit is for faggots and indians
>>62547183in his infinite wisdom the good Lord above graced us with drugs, gambling and little girls, yet you choose video games?
I’m really nervous when I go out in public. I can’t make eye contact and always look down at my feet. I’m also very conscientious about the way in which I walk often leading to stumbling, stopping and tripping under myself. Just the other day a beautiful angel was walking towards me in Manhattan and I only looked up for a second to keep an image of her in my head long enough to reach my apartment so I could jerk off to the thought of her and ending up tripping on a minor gap in the sidewalk. When I fell the girl made a “yikes” face but there was this fuckin nigger that was loudly yelping and screeching like a fucking chimp “ohhhh nawwwwww son nawww hahaahaha” and he wouldn’t stop. He even pretended to extend his hand to me but faked me out and I fell a second time. I finally git my bearings about me and got up and ran with tears in my eyes.
>>62547183I got one of them new nintendos, but I only use it to play the games from 30 years ago boss.
>>62547190What about pussy? Oh wait hahahaha
Trump is literally at Camp David for the weekend about to launch a ground invasion of Iran and you’re holding your shares/calls past close? You’re about to get rugged. Spy $680 by monday openMeanwhile I’m comfy sitting here with most of my life savings in NVDA puts expiring next Friday and an MSTR short trade using marginNext week I will buy a sports car and put a number plate on it like “B3AR 4 LYF3” or something gaudy like that
I can't stop myself from buying into MU more and more every time it dips. It's almost half of my port now. I need to stop.
>>62547226Yes but they have billions of dollars of capital. Even if they're wrong, would you bet against them? They have a very good incentive to keep the bubble going
>>62547186IMO at current prices>Microsoft = Amazon>Google>NVIDIA = META>Apple>Broadcom (the actual 7th member)>TeslaReally when are we kickign tesla out of this group? Broadcom or Micron deserve the spot way more. Tesla has pretty much not grown in revenue in 3 years and lost 90% of their profits fucking kek.
>>62547218Because I'm a gambler. Every other big tech stock rallies after a few days, even if it only goes up 10 dollars by Wednesday I'll make a decent chunk of change
>>62547241What is your average mein smigger?
>>62547244Surely MU is now a Magnificent contender?
>>62547245>only $10lolgood luck bro
>>62547244tesla never should have been in there and people called for its removal on day one
>>62547255On my cost basis it only needs to hit 304 on Monday to break even.
>>62547239> ground invasion The United States has deployed an estimated 4,500 to 17,000 ground combat troops directly capable of land operations near Iran, out of the total 50,000+ military personnel stationed in the Middle East.
>>62547251Contender for sure but too early to tell. They have only had a couple mag7-caliber quarters so far.
>>62547183I play vidaya. Been playing bloodborne for like a year, hope I get some time to play when I wagmi.
>>62547239Michael, you're trying way too hard to make a sequel to The Big Short.
We BOOBLIN?
>>62547202the collective expense ratio is 60 bps, which isn't bad considering it has thematic etfs, leveraged etfs, and managed futures which all come with high fees.
Thread themehttps://www.youtube.com/watch?v=EVxjnXEEBnU
>>62547183I've been playing through Grim Dawn again for the new expansion. Been fun.
>>62547244AMZN was a buy at 230. Way undervalued. Of course I didn't buy, but it looked really attractive. Now, not so much.
>>62547259One of our American warriors is worth about 500 ragheads.
>>62547257I'm not being mean, good luckhope theta doesn't eat up too much of your gains
>BREAKING: The >@USMC confirms a F-35B jet crashed "in the vicinity of MCAS Miramar." >Per their statement, "the pilot ejected, was recovered, and is enroute to a medical facility."
>>62547183It’s hard to play video games when you’re invested or playing options. I’m constantly switching back and forth from multiple porn tabs to my Robinhood account.
>>62547268>60 bpsthis is extremely high lmao
>>62547273True. People also tend to overestimate FPV drones, thinking that Iran can hold back America by virtue of them alone. The truth is, there's no other country as proficient in drone warfare as Ukraine and the russia, they lack the command structure, tech and pilot numbers.
>>62547193>The "fad" platforms die because they just have no room to survive anymore.No any platform can die. Reddit is reporting shrinkage in NA and is only growing in third world countries like India. Facebook is pretty much populated only by boomers and people using marketplace. And as you said yourself stuff like tiktok is slowly aging, just like vine did before it. No social media is forever.
Did Dalio cash in on Leopold's blunder by chance?>>62547261Patrician taste>>62547270Also based.
>>62547242No. But that type of liquidity or level of crisis. If it’s truly deemed a national security issue. Guess where the opportunity lies. Question. How do you “short” this situation. Massive over leverage in equities unwinding (many factors, obviously leverage, the trade narrative unwinding, no bulk buyers and market has no bid on such volumes, cost of financing this trade rising rapidly because of JPY/USD. Solution is already happening from Fed. JPY swap lines, forex intervention, hidden yield curve control, hidden energy intervention. Basically monetisation of these problems (it’s never not printing). How do you “short” them flooding the system with liquidity to save the system? Tell me what’s the upcoming next trade with asymmetric upside.
>>62547271with current prices, and perhaps a minor pullbackI would still buy microsoft and amazon, the best would be google with current prices, 320-330 is sweet big value zone for google I dont think amazon will go below 230-240 again, its a strong support
>>62547181>""situational awareness"">wasn't aware of the situationjej
>>62547277f-35s are such pieces of shit
>>62547276Well I appreciate it. My retarded logic is that every MAG7 company either pumped, or when it dumped, within a few days it started to at least crawl back upwards. A shake out if you will, so jews can buy back for cheapies. It's not very smart but I realize being retarded in the market also pays off from time to time
>>62547271You can drop it to Google tier but no lower. Amazon's business is super solid (though parts of it are getting fucked by oil prices, but that will recover eventually), still growing across the board at a steady pace and still at a price and ratios that are very good for those conditions. Below google on my list it's all either chip companies with uncertain long-term performance, Meta and Apple who are struggling to break out of their established businesses (but apple is both more expensive and more at risk of external factors like oil and hardware prices as well as growing competition in the stagnant smartphone space) or >Tesla.
So is it safe to re-enter semis and memory stocks?
>>62547291Agreed but google is already at >350. Should be in the 370s next week.
>>62547265>we already half way boobl'd and this nigga out here asking if its a boobl
>>62547283the managed futures, letfs, and thematic etfs pull it up. There's no cheap managed futures and leveraged funds.I'm used to mutual funds with 200 bps fees. That's cheap compared to what fees were before ETFs were available.
>>62547299only if you like free money
you guys are alright. don't come to the stock market tomorrow
>>62547299you can buy now, the top is in
>>62547302I have noticed most google stock prices drawers that send screenshots dont even have a brokerage acc
>>62547306tomorrow is saturdayand only weirdos use hyperliquid
>>62547302>MU will be less than 1 forward P/E within this year
>>62547273A land war to enter Irans interior would require 300k frontline troops. So that’s about 3 million total in theatre. In countries that won’t have a single power station, water desalination plant or airport within 2500km to reply upon. All while under continuous drone, cruise missile and ballistic missile fire. For 3-8 months. And that’s just to BUILD UP the forces (with no water or power) before a multi year attack happens. Where you have to reinvade Iraq first again (how long did that take last time was it successful?) and then you hit the Iranian mountains. Oh and by the way. Your economy collapsed by month 3. And people are in the streets outraged at 5x diesel by winter. Time to wake up anon. Reality is calling.
>>62547292>runs a hedge fund>doesn't hedgeHedging would have been longing Microshart and Adobe instead of doubling down by shorting them. Holy shit I thought I was retarded, but this guy's making the same correlation risk mistakes as a retard.
>>62547306
kek space baggies
>>62547321he had mad gainz so he wanted to continue mad gainzhe assumed that at least adobe won't stop bleeding and thought a sector rotation to them from semis would be impossiblehis worst case analysis was semis dipping hard while the rest also bleeding, which was retarded but still
>>62547265It's a slowly inflating pocket
>>62547315>>62547317they gave you fags another exit pump. atleast wait for the real bottom before you DCA bags
>>62547327rklb will pump to 200s after neutron success
There's no reason MU in the long term should be trading below a 5 multiple. Every single capex spender is crying about memory spend. Tim Apple seethed for two paragraphs about how every quarter will be worse than the last. In the short term they can hold you underwater and drown you for months. I don't think it makes sense for Ken to dump the port into the numbers when it's already distressed and the shorts have covered but I'm not going to argue with obvious retail bait this morning and institution time sell pressure.
Any hope for SOXL getting a giga pump over the weekend?
>>62547318Do you support Iran?
lunch timeyummy
>>62547334new ATH by september, just relax boss we are in good mu hands
>>62547286>RedditReddit can't grow because it barely makes money to spend on growth. They only broke into the green this year with the AI training hype. >VineVine was just mismanaged to shit and never managed to capture the market size it should have had.None of the two have ever been established mainstream platforms. Once you reach that point, it is extremely hard to die, especially now.About the Meta userbase, as you said, Facebook dominates the boomer/gen X demographic who are by far the most valuable users for an adds business. The normalfag millennials and gen Z are all on instagram as well, so that's 4 out of 4 when it comes to the generations that actually have money. The only userbase Meta lacks is gen alpha and the youngest zoomers, but that age range is still decades away from reaching their peak value as users. There's also whatsapp which basically everyone in the west outside of the USA uses and, although it doesn't generate much money on its own, it still serves as a source of data to use for user profiling (any time meta says they don't use it for that, they are lying). As I said, even if Gen Z was the last ever generation to use a Meta social platform, Meta would still be able to pump out similar numbers to currently for decades.
>>62547337Thumbnail looks like some furry getting fisted.
>>62547335I told everybody that the bottom would be in today and everyone should buy. I missed it by 2 days but semis still dropped after yesterday's rally. Buy now or get left behind next week.
>>62547318>Reality is callingI learned a long time ago to never bet against the United States. You’ll learn in time just how efficient the American war machine is and when Iran gets blown to hell and millions are eliminated….you’ll understand…..you’ll accept who runs the show.It’s a difficult pill to swallow right? It’s fucked up right? A country that has that much power to be able to topple anyone we want. It almost seems unfair….but that’s just the reality.
>Roblox down 27% today>Down 76% on the 1YOOF
>>62547334
Sour Hour incoming!
VIX was above 20 this weekfor 30 minutes
>>62547317They were close to that in 2018 right before they lost 90% of their net revenue in a couple quarters. If you go purely by ratios, super cyclical stocks always seem most attractive right before the downturn because insiders and people who know the sector inside out start selling early.
>>62547347honestly not nearly enough
>>62547337Whitest poster on 4channel
>>62547337isn't bacon haram for indians?
>>62547334You’re assuming the forward guidance is guaranteed. The AI narrative has already collapsed (not the hardware one the one of the model companies). And there’s not hardware cycle without the driving companies narrative being believed by the market. You need to be fucking delusional at this point to see a path to profitability for the likes of OpenAi or most US model companies. And I don’t care if you disagree. The market is telling you this! Look at the AI debt bond prices. The CDS for them rising. It’s collapsed already as a story. It’s Literally Trump and his team left pretending China isn’t going to undercut any hope of this shit making money.
>Nu is becoming a real bank next weekYeah i think its slurping time
>>62547353its okay secretary bussy is shorting oil and vix
>>62547181He was no better than the leveraged to the tits korean. He was just a leveraged to the tits retard with a lot of money. If he was so inteligent he wouldnt be poor now
Yesss, burn burn burn die die die
I AM SO GLAD I SLURPED A LITTLE GOOGLE WHEN IT WAS DOWN
>>62547316that's why i said you shouldn't go there. it's closed
>>62547363he should hire Leopold
>>62547371ironic because yet here you are on protoreddit aka 4chin
>>62547360Oh look, another retard who thinks he knows better than the US government, Bezos and the CEOsaars at Google and Microsoft.
>>62547342Maybe its time to go outside for the weekend
I need the interest rates to go even higher there is a lot of shit companies afloat. Time to clean house.Lets get some motherfucking Creative destruction up in this bitch.
>>62547368>fired from openAI for leaking information>worked for FTX up until it imploded as a ponzi scheme>blew up a 45 billion dollar hedgefund>getting married to a top Jew at anthropic this weekendhe is some illuminati shabbos goyim freemason or some shit
>>62547363bussy can't possibly short oil, contain bonds, and keep the yen from exploding at the same time.
>>62547346Pools still closed pal
>>62547376>4chan is le same as RedditFuck off and go back nigger
>>62547354Obviously the P/E's are the lowest before the margins start to decrease again, but when will the margins start to decrease and by how much this time? As far as I know the sector's booked for years to come with little to no supply increases for the foreseeable future.
should i buy something before closure?goo goo gaa gaa spoonfeed me
>>62547381>getting married to a top Jew at anthropic this weekendyou forgot>got his bussy hole stretched out by Ken Griffin
>>62547377Can any of them afford to say otherwise?
>>62547381>fired from openAI for leaking informationit alleged bitch, don't slander my ashenbrenner
>>62547355>>62547379based>>62547377>what you're smarter than CEOs? you have to be a retard to think like this
>no lightning apu begging for power hourB-bearish?
My goodness my arse absolutely REEKS today. To be fair I’ve held my morning dump in because I had an early morning check in with my manager because apparently I’ve missed a few stand ups and she basically told me I’m not as visible as the rest of my team. I honestly don’t get why I have to sit through some pointless group therapy session. I do the work and I don’t complain. Oh well.
>>62547321He should have bought wheat or whale blubber or pokemans or something uncorrelated. But I have to admire his conviction. And his willingness to wipe out all the accounts of his HNW second generation money xanax fundies. He really packed that clown car and drove it off a cliff.
>>62547391SOXL
>>62547336Shut the fuck up Israeli, you get no fucking say whatsoever
>>62547387Nice spacing, still used to hitting enter twice huh?
>>62547393You think you know better than BEZOS what to do with this month's DRAM shipment?
>>62547391buy MUbuy GOOGL
>>62547396Had a lot of people rope lately...
>>62547360Oh I just check google 100y bond and it looks healthy
>>62547405I liked that lil frog poster...
Every dollar matters
>>62547400>>62547404the time to buy that was 2 days ago
>>62547402Nah I’m phone posting and it does it automatically
>>62547329We've entered Boobler Hysteria.
>>62547346>
>>62547409yeah it's a bit late but it's still gonna 10x so *shrug*
>>62547381Must be absolutely brutal to walk up the aisle with a man who just lost near 100% of his net worth. Surely she doesn’t want to live in the real world?
>>62547401I'm pretty sure Israel gets the final say on this one boss.
>>62547388It is, fudders pretend like you can start producing super cheap Chink HBM from scratch in a few months. All the major players have take and pay contracts locked in for the next 3-5 years. That being said if the market decides lol none of that shit matters, then it just won't matter.
>>62547399>his convictionthe whole thing reeks. its just a shoah they concocted to get retail to ape AI shit with leverage and rug a bunch of retard money. probably scripted the whole shit from the start.
sour hour? awful waffle?
>>62547401Only the most delusional trannies support Iran. Makes sense that a retarded bear would write in favor of ragheads against the greatest country in the world.
>>62547418>baggot being a jew glazerWow never seen that one before
>>62547419Meant take OR pay contracts
>>62547360The forward guidance is largely guaranteed until 2027.When MU says it throw salt at the statement. When we've sat through AMZN, META, MSFT, AAPL, GOOGL, and they all say the same thing in chorus we have a rather firm picture about where we're going companies with every incentive to lie and downplay their cost centers. Tim Apple explicitly noted on his call that even if they got their hands on chink memory we can all see the prices they're selling at and they aren't undercutting anyone. You can chart what the cartel is selling memory for. You can chart what the chinks are selling it for. Number goes up and to the right. I'm someone who was short this until they trapped me and limited me out yesterday but I think I've done my due diligence. There's literally no fucking way to read the fundamentals as deserving this. But you can't argue with flows if people are still selling it get out of the way or try to find another short entry if you're me.
>>62547417Smart, active young guys like him will 100x their money any time he wants. He's one of those people for whom wealth comes easily. Do not worry about him
>>62547417>multi billionaire>3/10 wifei'm ngmi
>>62547346i never bet against the US economically, but i sure as hell would short them militarily if that was a thing, at least in this war
>>62547432
>>62547419>market decides lol none of that shit matters, then it just won't matterIf the profit will actually realize, then the companies are more than likely to issue huge stock buybacks or dividend payments, which will pump the stock prices regardless of the market thinks. I don't think there's much more to it needed.The biggest issue I see is demand destruction due to OpenAI/Antropic failing. Apart from that it seems mostly safe.
>>62547417Cute boy
>>62547433the US would drone strike your house as soon as you shorted them. you don't get it dude.
>>62547427I think anyone expecting China to sell their memory for dirt cheap, when they are going to be struggling to fulfill their own AI demand, are completely delusional and huffing some grade A copium.
>>62547435the most accurate thing ever posted on this website
>>62547418>>62547423Suck my fat american balls. Our taxes are the only reason your pathetic little country even exists right now. Show some respect.
>>62547432I think she's cute. I just wish she was fat and ghetto.
>>62547427Please. Don’t use the fucking word guaranteed. The future is never guaranteed and trillions have been wiped already. Who are you kidding pal.
NfNCaOxxbrutal seething
>>62547428He played along. They will remember. He's still a good boy
>>62547432You just know she grips like a retard holding the class pet
>>62547451>piclmao
>>62547435Reminds me that slut being passed around for gangbangs by cryptobros.
>>62547445Tell me about your relationship with your mother anon. Daddy wasn't around much either, was he?
>it's another episode of platinum and palladium trending up while SBSW fucks aroundI will never learn will I
>>62547451I assume he's gonna get infinite chances from here on out people like him are always useful and he will be rewarded handsomely. Must be nice
>>62547451Kek very nice smiggerI think these guys should be called smiggers, because they come from /smg/ like how hamburgers come from hamburg and are made out of ham :3
>>62547457You'll never understand, anon!
>>62547458I just love a thicc fucking wigger or goth latina, man. My relationship with my parents is good. Just how I am, it's the way God made me. God made thicc wigger jugalettes, is it any surprise he made someone to love them?
I'm gonna close my 7450 butterfly and crash the market. Sorry guys.
>>62547435
I boughted MP Materials
>>62547467>picrel>AI booble confirmed, sell signal
>>62547472good ladbuy some usar too while you're at it but absolutely no crying later
>that aapl moon missionTried to tell you niggers.>>62547204
>>62547465
>>62547471Would.
>>62547475Puts on googCalls on meta
>last trading day of the month>market levitates higherwhew i always forget the month end markup. how much you want to bet we get obvious manipulation candles on individual stocks the last minute of the day again.
You cunts see Shkreli's AI longs got liquidated today?
>>62547489good
>>62547489we need another podcast
MARKET STOP PUMPING NOWMARKET STOP PUMPING NOWMARKET STOP PUMPING NOWMARKET STOP PUMPING NOW
>>62547493I'll catbox it but you can find it toward the end of his stream.
>>62547495I'm going to pump you in a minute you silly cunt.
>>62547489>Shkreli's AI longs got liquidated todayhuh?
>>62547500noooo please don’t haha ;)
the 7500s are trading
i boughted reddit, it better bounce back
>>62547509kwab
>>62546978
What are the implications of US and Canadian interest rates diverging?
>>62547515Calls
>kakao gameswhy should i just not perma short this?
>>62547472Enjoy the ride (down)!
>>62547489very good
>>62547516On what?
why did googlel pump so much
>>62547511$200 EOY and $300 after S&P inclusion.
>>62547525azure growthamzn has aws and goog has google clouddon't forget to thank msft bastard
VIX at 16chatgpt pls explain what this means and why it's gonna make monday red
>>62547530It means she’s only 16 you sick fuck
>>62547531There he is officer, that's the sick fuck that longed that innocent VIX when she was just 17 dollars and ninety nine cents
>>62547525due to microsoft and amazonpeople assume google cloud will make good ROI too from the capex
Just got this from /pol/. As I said earlier, only the most mentally ill commie trannies support the ragheads against the US.
I guess I see the way I keep on goin'.Somethings just not right, Sky below me.
>>62547536the problem is there's no pro-white sidethe pro white side is to kill their leaders and set up colonies to steal their oil
Here you guys go, livestream of Shkreli getting the call. https://streamable.com/550sgk
>CVX
>>62547536stalin was based thoughbeit, he killed jews, while ziondon pulls the chair out for them and serve them like a good little goyim
>>62547541holy shit this was today?brutal
>>62547541Thanks ninja
>>62547539stealing is wrong, but taking the oil as compensation for liberating the persian people is fine by me boss.
>>62547541Why's this bitch so sassy? I don't get it.
>>62547541You do realise this is a skit lol
the below 16 vix's are trading
can I get some buy recs for Monday morn bruhsApple bound to bounce back, right?
>>62547541who gave him 15m to play with
>they thought Apple wouldn't bounce back
>>62547556yea this is kinda gay ngl
>>62547541this guy really knows how to put on a showI'm so glad he gave us the entire scoop, every last detail on that situational awareness thing. I trust this guy with my life. ANYHOO! I'm done asking questions guys what are you doing to forget about the stock market this weekend?
>>62547561I bought the AAPL calls because I am not a stupid fucking commie boss.
>>62547541Gonna need this one explained to me boss
>>62547567gonna go touch some grass with my dog and probably go to the pool
>>62547541stfu shkreli
>>62547571Nevermind immedietaly fucking sell if baggot bought
>>62547556It's not a skit his account got locked out live on stream, he got liquidated hours ago, and he killed the stream because he couldn't keep trading.
>>62547567You trust a convicted felon who just got margin called with your life? You're a terrible judge of character boss.
>>62547582Who gave him the money?
NOOOOOOOOOOOOOO!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
>>62547585I would trust a convicted felon over a child diddling trip fag (you btw)
>>62547588I'm pretty sure it was his money. Pharmabro has been at it for longer than me boss.
>>62547590>implying shitfuck you and your mother fucking ayatollah
>GRRR Anon>Power hour Anon>CAM ON Anon>MU AnonWho else did we lose over this past month...
>>62547596>doesn't deny itConfirmed diddler.
>>62547561goog goes higher
>faggler comes back>threads immediately turn to shit
>>62547561>Apple bound to bounce back, right?It's only like 10% below ATH and at a high P/E.It should have dropped way harder by now. There's no way hardware and oil prices don't take a chunk off its margins over the following year. Shit will hit the fan once they announce the next iPhone and it turns out to be either a piece of garbage, decent but 1200 bucks or both and everyone starts crying online about it. Pretty sure the only thing keeping it up is that a lot of dumb money is buying Apple to get away from AI stocks as it is the biggest company not riding that train.
What happens in the Hormuz if the US runs out of missiles? They're down about 40% of their missile stockpile so far. Ground invasion?
>>62547599Sadly not the tripfag kiddy diddler (allegedly)
>>62547599Gorillionaire here, I'm alive and kicking my fren :3
@62547600not even going to engage with this confirmed terrorist further boss.and for the record I am not a child diddler or homosexual.
>>62547582he does these skits every few months. this is not the first one bro
soundtrack for the last 5 minhttps://youtu.be/vHSNZK4Je-Y?si=WBKQjuRyf-AwD5F6
TOTAL JEET VICTORY MICROSAARS WE WON
>>62547607you really think the US missile stockpile is public information?
>>62547607The missiles the USA is launching are just being used to make it seem like Trump is doing something. If missiles could solve the situation, they would have already thrown as many as necessary. So only thing that changes is that everyone clowns on the USA harder, but Iran will keep blocking the straight at will either way.
So basically the dump was a giant coordinated shakeout so they could scoop everything cheap and now they are going to keep pumping it no matter what?
>>62547621the shakeouts will continue until morale improves
>>62546271What energy stocks should I buy? Is it time to go nuclear?https://www.msn.com/en-us/money/top-stocks/energy-tech-lead-strong-q2-earnings-expectations-for-s-p-500/ar-AA298YF0
MAXXXXXIMMMMMUUUMMMM POWWWWEEEERRRRRR
>>62547621Zoom out
UH DINGHOW IT GO
Amazon kings…. Going to make a pointless purchase there to celebrate
>>62547621You sounds like MU make new high.
>>62547631+400%Thanks Tim apple
>that selloff during closeNot too nice. Still a pretty decent day despite the pretty scary open. I remain pretty hopeful.
>>62547624whats good nuclear guys to get
>>62547641Was just about to post this. Fucking niggers.
>>62547624Nuclear won't receive the respect it deserves until more boomers die off. So yes, if you want to 10x, the time to buy is now.
>>62547609good heavens
NIGGERS !!!
>SOXL no changekek
>>62547644Boomers have another 20-30 years.
>>62547641Quick sell off so jews can slurp AH when goyim can't. Bright green Monday.
>>62547650And by then we'll have plenty of power because the boomers will be gone anyways
>just bought 10k of a stock>it falls by one penny>instantly lose $60 doesn't feel good
>>62547650yeah but once theyre hooked up to their inheritence destroying 300k a year medical machines barely keeping them "alive" it wont matter and that happens in 10 years max
>>62547651>can't buy AHwhat kind of stupid broker are you using?
>>62547651>bright green MondayGod, I wish so. Thought Monday would be green this week, but it was a huge selloff.
>>62547631+2 for the day-2 for the week
SPCX and AMD earnings on Tuesday, WDC and Sneedisk on Wednesday. How are we feeling?
>>62547670>spcx earningsHoly fuck its going to literally zero. They got what, a single government contract?
>>62547670Going to lmao @ spcx dropping 10%
>>62547657Fortune favors the bold, gotta roll with the punches.
>>62547670SPIC X short squeeze followed by going to double digits
>>62547670AMD should CRUSH it. I'd probably recommend to load of before the earnings for anyone considering doing so.
>>62547663Etrade>>62547664The price of freedom is steep.
google is going to $0le free cash flow
>>62547657you are supposed to set a stoploss at half a penny
>>62547684my god it's genius
>>62547650More, not all. Not everything is an ai meme or a semiconductor mega pump. Nuclear requires infrastructure pivots and wading through miles of red tape. Expect long holds.
what percent of you guys' portfolios is not in safe indexs/etfs? I want to see how brave /smg/ is
>>62547689
Do SpaceX employees have a cooldown until they can sell the shares or did they do it at IPO?Imagine watching 50% of a big chunk of your net worth vanish in a month after sucking elon's dick for 12 hours a day for god knows how long kek.
>>62547691whats a safe etf, voo and shit? 70%
>>62547695I did say to buy.
>>62547696
>>62547607Nothing, US lost. Next is energy crisis and global depression.
>>62547707>buy the bottom on day 180easy playbook.. maybe the Jews realize this and frontrun it at the 135 unlock
>>6254769175% 20% is SPY and 5% is an emerging markets fund.SPY is just a glorified tech/AI index now (though at least the Tesla holding is not as big anymore compare to a year or two ago) and the em. market funds are getting shat on by oil prices.
>>62547716>>62547716>>62547716
>>62547657nigga i took out a loan for 20k and lost it all immediately and then gained it all backget some balls
>>62547711If the US has lost, then how come we have a new regime in Tehran and they've only managed to kill like a dozen of our soldiers boss?
>>62547719Yeah I'll just wait for the next one.
>>62547631I’m so back
>>62547657it's over
>>62547707>Staggered early unlocksHow early are we talking? I assume the lock up timeline below is the "Significant Investors" one.Either way, it seems they are indeed getting screwed before they can sell everything fucking kek. I bet a ton of people bought houses, cars, etc before they actually sold and are going to get fucked.
Does anyone have some info on pipelines being laid to bypass the strait altogether? Apparently they should be finished at the start of next year.
>>62547736Its within the first 180 days. They can sell as the lockups open. And yeah they're watching their shit melt so they'll be desperate to cash out. When my company IPO'd everyone couldn't wait to cash out the first day we were able.
so we crashed the last weeks because a hedgefond wanted to liquidate this fag?really? we al suffered because of this shit?
>>62547744How low can it realistically go in 180 days? It's already dumped 50% from peak in 30, but Musk has managed to somehow keep the Tesla stock afloat for years on nothing but bullshit so I don't think it can get THAT much worse... right?
>>62547732900 bucks is 900 bucks anon. Go have a nice dinner or something.
>>62547754Nobody knows. I'm very bearish on it and have made money shorting it, but I didn't expect it to go this well. I still have some puts open but I've taken a lot of profits and I closed all my short call spreads. I think we could see a significant squeeze before earnings and then it will dump more.>>62547760Yeah well I lost 8k yesterday but its something.
>>62547745No we did it because AI a shit (especially its debt) and the Fed is being run by scared babiesAlso Koreans
>>62547127South Africa has the best performing stock market in the world in the last 100 years. When will you idiots learn that stocks don't correlate with the state of the underlying economy or country
>>62547624>>62547644>Nuclear won't receive the respect it deserves until more boomers die off. So yes, if you want to 10x, the time to buy is now.So short term maybe just an energy ETF like XLE?
>>62547555That’s how it goes. They are rats in a bag.
>>62547745Yes.
