Does the hormussy still have AIDs? Edition 1.>Educational sites:https://www.investopedia.comhttps://www.khanacademy.org/economics-finance-domain>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/>Calendarshttps://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>Boomer Investing 101:https://www.bogleheads.org/wiki/Getting_startedhttps://www.sec.gov/search-filings>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-rateshttps://iran.liveuamap.com/>Previous >>62554662
When is it time to short oil producers for their inevitable pullback? Midterms should at least bring the prospect of the US giving up. Iran just has to drag it on. The market is impatiently awaiting a return to business. I am watching the 6 mo for PBR and GTE to paint a triple top and dump
KOSPI only 4% down? Neon green day confirmed, strap in bobo.
>>62554695The short signal is the bragging jeet, you already missed it.
>>62554695midterms are really when everything will go to shit, because hikes after then can all be blamed on the blue team
SNDK is going to dump back down to $1000Buy SNDQ
Realistically, could there be a day where chip stocks like Micron return to their ATHs again? As in within the next year at some point, possibly?
>>62554717After the orange grandpa packs up and leaves the ME.
What are futures looking like?
>>62554729
>>62554702It's inappropiate to take investing advice from jeets
>>62554717Probably not, memory doesn't have the moat CPU/GPU lithography has. That's why chinks are making DDR4 and 5 without ASML machines. It's a matter of time they do the AI memory too.
Dip slurpers....this dip might be too much for me
>>62554753Only dip I´m seeing is the oil baggot one.
Is Japan die? Unironically?
Oempf. This OilBaron is feeling the pain. But it's monday, so I'm sort of used at it.And as usual, I can't find any official news. Only ruses.
do any of you have shame when you make a wrong call on a public thread?
>>62554753spy is up 3% wat u mean smigga
>>62554777>>62554757KOSPI
>>62554747Having the best lithography machines makes your chips the most power efficient almost by default since you can make everything smaller. Power efficiency is king with data center chips.
>London will buy
>>62554683
>Morgan Stanley blanket upgrades ratings for all Korean stocks>KOSPI falls another 5% immediately
>>62554772that's actually my goal
but everyone said dram is up
Any ORCL brothers here? When are we selling? 200?
>>62554786London here, I won't
>>62554683>OH MY S.OY I CALLED IT THE HORMUSSY!>It's like this funny combo of the Straight of Hormuz and >Pussy! HAHAHAHA GET IT! FUNNY!
>reddit thinks mu and other memory stocks are overvalued It’s time
>>62554813we are monitoring the situation very closely. the memory is memory holing
>markets 2% near ATH>smg talking about dips
>>62554807you're buying that's my final offer
>>62554683I would Yemen into her peninsula if you know what I mean. (Sex)
>>62554820these retards still think things happen.
>>62554813Kek are they shorting
>>62554717I think almost certainly yes, dunno how long but the FUD is definitely weak for memory. Tuesday is sndk earnings and I'm thinking it will be yuge.
>>62554829The bear FUD is getting weaker, new DeepSeek model dropping barely moved the market.
>>62554829it will follow the standard pattern of>beats earnings>drops
>>62554838the ones that miss it's usually because the expectation is comically high
>>62554838Except for when that doesn't happen, which is often, especially on phenominal earnings, which is almost guaranteed
Bros this will be a pump week rightright
>>62554845What makes you even think that could be a possibility?
>>62554747>matter of timeYeah, like a couple of years for possibly inferior product for around the same price.
>>62554845sandisk will triple beat and tank
>>62554785That's not that important with memos, they consume almost nothing compared to the processing units.There's a reason why several companies make memos and several new ones are planning to get into the business but only TSM makes significant money with CPU/GPUs. The technical moat is very different.
Vti seems to be doing fine.
>>62554683Mmmmm wet puss <3
Give it to me straight. I know Reddit is our arch-enemy and all that shit but will they poomp?
>>62554865Tough to say, their numbers were actually great, but people got spooked due to refferals through Google being lower.
>>62554865They already sold all their data for AI scraping. All that remains is ad revenue and with half the website infested with bots someone will soon tell them to fuck off with their fake user numbers.
>>62554865unless it's over for reddit for real the chart trend line would indicate this is pretty close to the bottom. I won't buy it because it's reddit no other reason
>>62554869But they turn a profit though? That's more than you can say for a lot of companies in this clown market.
struggling between buying rddt dip or mp ahead of earningsrddt is almost guaranteed to pump back to 180-200 and mana points could report a loss again and giga dump...decisions decisions
>>62554683Why is the German Stock Index at all time high today? Is this because of the japanese yen intervention? Or because too much liquidity is rushing through the system after the KOSPI collapse?
>>62554877
Bought more leveraged ETFs
>>62554874I boughted both
>>62554871Yeah but if it's apparent there is no growth then the stock will be in value prison. The last time I actually used reddit was over a year ago and the site was filled with ads I genuinely don't see how they could add any more without completely killing the site. There will probably be a decent relief pump but I think their moat is overrated. Normalfag users will use Facebook groups instead and gooners will use twitter and the only people left will be the core reddit spergs who all have adblock and wouldn't click an ad anyway.
>KORU greendip slurpers we are all gonna make it
>>62554893how is koru green when kospi is red
>>62554892there are soooo many normie reddits you have no ideait's like a chan where anyone can create a board for anything...if all chans were on one website with centralized ads and user base running the gamut from 50 year old retirees looking for dating advice to tech nerds analyzing code to physicists who calculate the circumference of someone's dickI have owned rddt before and this dump is completely overblown by all metrics
>>62554893???
>>62554877>>62554887>>62554894Nahh, war related stocks aren't moving much today. And it wouldn't explain the juicy growth today.I feel like people are shifting their money more towards more conservative stocks because the yen carry trade is about to implode. That's why the KOSPI is down hard again today.It will be interesting when the US markets open later, everything AI-related might be deeply red as well.
Kioxia did not eat shit today so I'm feeling quite optimistic.
Yeah im feelin its another -10% for mu
Rewatching Game of Trônes
What will nebius do
>>62554904tank another 20%
>>62554901Investing was solved long ago, if you're still buying overpriced hype stocks instead of value factor tilts then it's on you.
>>62554904
>>62554896Yeah I mean that's fair. If you search anything up one of the first results will point you to a reddit thread and there are subs for anything you can think of. They have a dedicated userbase that creates and moderates their own content. My gut tells me they should be worth/making much more money but with the site already maxed out on monetization they are only at 4.3 EPS.In regards to the most, im just saying Facebook does the same shit with Facebook groups and the site is generally much less annoying to use. On Facebook you don't have to worry about stumbling upon porn or finding ERPers on whatever anime subreddit. Plus normies and younger folk have caught on to the reddit stank. Facebook killed Craigslist/offer up/letgo without even trying and I could see a mass normie exodus but I honestly just despise the website with everything in my heart. Investing is all about vibes now anyway and I think the vibes are off.I did buy rddt Friday tho desuwa senpai
>>62554906what if I like value AND momentum?
>wake up>korea dumpedWell, yeah, no way they wouldn’t after pumping 18% and seeing America do a bit of a dump on Friday
>>62554909>that last partalmost got me bloody benchodI hate boomerbook way more than reddit though
>>62554874If you want to profit off of faggotry Grindr is a better investment.
>>62554877They just received 60000 Moroccan engineers through Spain. Very bullish news.
There will be a US sovereign debt crisis, manifesting itself as extreme inflation, before Trump's term is over. We're now on the hook for bailing out Japan at the same time that the petrodollar is being disrupted. This scenario is why China warned all of its banks to cut their exposure to US bonds. Of course, the cancerous plebbit transplants that have ruined this general will just use this as an excuse to buy more.
>>62554916mp makes magnets though
>>62554914I was being pretty honest with my thoughts but I do think this dump is overblown. And most of the shit I said was just vibes not based on any kind of actual research so is fairly useless as DD kekI joined a car group on Facebook trying to ask questions and I had much better success than on leddit. Facebook has continuously swallowed up many other independent facets of the internet. In the growing trend of internet consolidation, I really don't know if reddit will be able to swim with the big fish.
It's over
>looks like we're dumping again todayWell, whatever. I'm not selling and I'm riding my heavy chip bags down to 0. So be it. It cannot be helped.
>>62554922I significantly reduced my exposure to US markets over the past month. Even opted for an EU integrated oil major. Not all of us here are risk chasers
AIEEEEEEEEEE
>>62554922we didn't bail out japan. we just traded euros for yen. it didn't cost anything.
>>62554922Fascinating
>>62554936Oh yes, I'm sure that will be the last intervention!
I wonder how BTI is doing.
>>62554928that's fairI do think that in the US at least facebook and reddit do compete on ad spend but that reddit has the obvious advantage in data quality because of the user basespeaking of vibes based investing I would good money that the average reddit user besides being a soi faced cuck etc is at least 30 IQ points above the average goybook or shiksagram user and they are more marketable/have larger discretionary spending potentialfacebook is a boomer platform that any sane person only uses for marketplace these days or as an obituary/birthday calendar whereas reddit still has some runway which you do see in their financials. the fear is that growth has peaked is somewhat realistic but also overblown and that's why we buy this dip.
How much lower can sndk go after earnings
>bagholding gold over 5k
>>62554945$700
>>62554946gold is sniffing it out
>>62554943Reddit users are much smarter but that actually works to their disadvantage. Chatgpt has goy book cpm at 10-15 per 1000 clicks and reddit is 2-5. Triple digit IQ havers generally are much less likely to buy stupid shit off of internet ads but ironically broke stupid retards and boomers love buying sloppa. That's why reddit loves disguising their ads as actual posts
>>62554922Debt fud again, what year is this?
>go on a holiday >guy gives u water in a ravemfw haven’t slept in three days but the folio at aths
>>62554952Why do you never see indians in a rave having fun with white women?
>its red
the Over is just beginning
Looks like we're going to have a second year in a row where Euro markets outperform US
>>62554959vwcecels don't have to worry about this
>>62554946I bought mine at the start of June after selling on that big fake bump earlier. Only down ~9% so far. Thankfully it's only 5% of my port.
>>62554962Doubt there are plenty of them in here though.Also VWCE is still 60% US
Is this what I was supposed to do all along?
My Rolley :)
>>62554967I, with my ultragreen id, am a proud VWCEchud
NIGGERS
There was just a shooting right in my block. I wonder who's to blame.
>>62554970What's the point of discussing stuff when you're automatically buying the broadest index?
>>62554972>>62554971
>>62554973laughing at other people's stress and sufferingbogleposting
bessent is oppressing us in the WTI gang
>koreans shitting themselves>american stocks basically unaffectedIt's over. It's finally over.
>>62554979This isn't a sign that's it's over. It's a sign that's it's>over
>>62554906>hype stocks instead of valueWhere do retards like you shilling fucking walmart keep coming fromIf you want a retirement home of +1% annual gains, the go post on facebook.
The thoughtlessness of just long term buying and holding seems nice, especially when it comes to broad index funds as you're just progressing by acquiring more shares.
How hard is it to understand for people that Korea follows NY not the other way around? Its not fucking rocket science.
>>62554849>triple beat>tank>/smg/gers who pretend to see the future but somehow didn't see nvidia coming 10 years ago will claim victory>6 months from now will have inexplicably 10xed to over a trillion>will turn out it was insiders trying to create a panic so they could slurp low.
>>62554838Seagate pumped the problem is that koreans kept dumping the market last week anyway
>>62554849Here is my expectation>sandisk does a 100x beat>announces a quarterly dividend of $500 a share>stock plummets to $10 a share
>>62554988Failing to see Nvidia coming was my biggest failure, I got in a few months pre-split but man it was obvious in hindsight with all the talk about how much better their cards were for imagegen
So am I going to make my money back? Will SOXL go back to $300 before the end of the year?
>>62554999Keklmao
>>62554999kekakeru
>>62554988First share i ever bought was Nvidia in 2018, i bought it because my favorite game was borderlands and i always remembered the Nvidia logo in the intro, bought it at $220 a share which adjusted for today is like $5 and since i was retarded panic sold and lost -16% when it went down, missed out on my 30x kill me.
>>62554972
Neighbour kid having an absolute melty crying in the garden, bearish
>>62555009Average day under the big bong
>>62554988Dunno what's going on with semis, but I do find it quite concerning and confusing. Pretty much everything I see is positive news, but it's just dump after dump. The idea of a drop due to correction is fine and market can do whatever at any given time, but this is going a bit too far to me even with high beta stocks and the idea of just market manipulation is too conspiratory and reeks too much of a cope. I guess it ultimately doesn't matter as I'll just keep holding regardless of the current price action, but it's about things not making too much sense to me and it is causing me a bit of a distress, though I've mostly dealt with it by now. No crying in the casino. This is just part of the game.
Semibros? Anyone else still left?
>>62555019Were in nebius
>>62555019I got a semi right here for you bitch
>>62555017>the entire markets wrong and I’m right. We all know how this ends.
why is semis dumping again
>>62554988>muh duhrno one could’ve expected that ai will ramp up so rapidly but the technology is going towards running the models locally, if you’re not poor you’re that right now anyways, once the newest models get distilled and scam altman and any other cloud based AI models get instant disadvantage if the process is optimised in any way and raped by every R&D dollar spent to make the next leap forwardcan u imagine my disgust when ur trying shill me “totally not Enron” at peak bubble, not to mention their lawsuit for price fixing etc
>>62555029because you touch yourself at night
>>62555029because the market is right
I literally haven't done anything (buy or sell) for the past 6 months. Can't go long because the AI bubble popping will take everything else with it. Can't go short because there's no telling how far the lunatics who believe in the "fourth industrial revolution" will take this nonsense. I'm just accumulating cash, though I have no idea for what.
>>62555034swingtrade the dips for fun
>>62555028That's how plenty of people make money. You find something in the market you think is undervalued/market is missing and you buy/sell accordingly until market adjusts to where it should be.It's pretty vanilla strategy.I'm not one to pretend to be smarter than others, which is why such endless heavy drops are concerning. Markets being somewhat wrong and moving in wrong directions is fine, where the only thing that's concerning is the price action, but that's the diconnect that I'm just not getting. If things were clearly falling apart, okay, people are selling, makes sense, but if companies are hitting their targets, capex is increasing with spenders seeing return on investment, but things still keep dumping for so long by this much I just don't get it. The only thing that makes sense is to keep holding, but I just wish to understand.
>>62555019Still very long sminiconfluxers, and i am at the beach again today
>>62555036Any dip could turn out to be the start of the big one. Not risking that.
>>62554987No the breakdown started in Asia. Not by much but the US markets are clearly following the Asian hardware stocks.
>>62555032Moral of the story, jerk off during the day
>>62555037Yeast AFTER a bottom when you find what’s hated and undervalued. You’re hardly in hated territory. And you’ve probably been saying this since ATH anyway. Stop trying to time a bottom and getting shredded. It won’t bottom until the energy and Asian bond crisis plays out. But there will be interim pumps no doubt. Dont get burned thinking there’s an insta reversal and becoming someone’s easy peasy exist liquidity.
>>62555039If you so concerned about the bubble popping why arent you buying gold?
>>62555047I have no evidence that gold will go up if the bubble pops, and it has already run up quite a lot in the past 2 years.
>>62555047gold is *also* in a bubble xD
THE MARKET IS RIGHT
>>62555046Well, I've already thought the bottom was in, but whatever. I just need to relax and wait things out. It's just the idea that I've missing something that goes beyond standard market volatility that's causing genuine disruption. I guess it comes with getting into more vulnerable markets. Nothing changed, semis are printing and I can sit on them for months without much of an issue.
I have to catch like 6 trains tomorrow with a really tight turnaround in milan, i do not want to be sweating soxl too
>>62555040It had to be Asia. That where the highest leverage was. Leverage ALWAYS goes first as it most vulnerable and psychologically weak in the face of weakened momentum and narrative. They can’t ride out corrections. They get forced liquidation remember. Lots of leverage in US remember though. Hasn’t unwound yet. Highest ever. Over a trilled in margin Debt now anyway. Theres goin to be more funds that are in serious trouble like that Situational Unawareness. Quite a few. If there’s a concerted forced liquidation in a couple more. There may be no more Citadels or whatever to keep all that paper off the market. And it’s flush time (bargainville for some). Keep your power der dry you fucking nerds.
>QQQ green>bears still fuddingIts all so tiresome.
>>62555052>>62555053Honestly I was spitballing assuming that stocks and gold had an inverse relationship, but I just read this article >More importantly, gold did exactly what investors would want it to do to, rising across the longer-term to offset the grinding long-term losses in the stock market.Anyway Gold is the counter to hyperinflation which is a likely future
>>62555057Losing the opportunity to jump 20%And losing 20% bing wrong are not comparable. Losing capital is always far worse that losing the opportunity cost. Because at least you’re still in the game. Always more opportunities. And you keep compounding power of your stack.
i sold my KORU but went balls deep in DRAM insteadthank you for your attention to this matter
According to my online bank I lost 0.72% in july, it's over
>>62555060>trains>in Italy>6 of emYeah youre gonna be delayed lmao
>>62554999By the time we are back there, decay will have made your average 400$.Thanks for playing.
On semi earnings tonight might help things a lot, although china pmi was weak, but if commodity semis can show the same good news as ai then the bear case for semis kind of evaporates, bonds are getting bid and i think we are pretty close to a final deal in iran too. The probability of continued growth in semis is really high and the bear fud keepa turning out to be fake news. Obviously this was all a ploy to scam speculators and give discounts to institutions but it cant go on forever and the fatwa on semis is probably almost over, dont think we will have to wait for nvidia but we just might
>>62555076Really its 4 and one tram and one subway, i was exaggerating, but if things go wrong in milan i do have a problem
semis were only able to pump so hard because of all the peace deal that were going on, but now everyone knows that the peace deals were just as real as trumps elections, its never going to recover
>>62555083Italian public transport is notorious for all kinds of fuckery, complete opposite of japan
>>62555083even if everything is on time imagine being on a subway filled with italiansgrim
>sk/amsung both down over -10%woof
Thank you to the smigger who told me to invest my $100 in SOXS below 50, wagmi
>>62555094I have had no trouble so far. And why bring up japan? I didnt come here for the trains although europe has an incredible rail system
>>62555101>and why bring up JapanBecause while japan is known for having inpecable public transit, Italy is the opposite of that
>>62555099>>62555040Following Fridays session. There´s no point arguing this because if you look at European derivatives then the facts are there, they are FLAT. Not down 10%.
>>62555104>>62555101Now with all that being said I didn’t come to shit on your vacation I merely pointed out it could be a bit of a rodeo with that many trains in Italy on a tight schedule
>>62555105mu and sneedisk are also eating shit now along with wdcit's never linear with these things and if you think it is I just don't know what to tell you
guys, were we wrong about microjeet?
>>62555111she whipped Todd into making elderscrolls and fallout games
>>62555101because that bitch penelope is getting railed in Japan
>>62555017>idea of just market manipulation is too conspiratory and reeks too much of a cope.they literally came out and told you it was manipulated though, trump sold right before the dump (insider), and korean leverage extended the losses.
>>62555031>so rapidly/biz/ was bearish on nvidia until it was solidly 4 trillion>ur>enron>"price fixing" because apple is mad that the capacity to produce doesn't exist for their chipsYou are retarded. In a year when it is higher you'll still be calling for lower.
>>62555034>lunatics who believe in the "fourth industrial revolution" will take this nonsense. I'm just accumulating cash, though I have no idea for what.it's strange when people pretend to be the sane or smart ones while resisting the most basic reason for number go up of all, which is profitability, and amazon has confirmed AI linked to their cloud network is necessary for continued profitability.
>its unironically over for memory
>>62555130it's notit's just the leverage baby wheels are off so you actually have to find reasonable entry and exit points and stop expecting daily nigger pumps
Yep. I knew that the suckers at my bank called to help me and my brother "collect and invest our pensions" out of the blue for a fucking reason. Fucking scum. They're just getting as many bags on normies as possible.
>>62555134i need the pump
>>62554695PBR will go down in the next 2 months because election and then pump again in February next year.You can screen cap this shit.>T. Brazillian
>>62555111>He doesn't know about the jeet scheme to pump as much money out of a company and leave it gutted
Why don't more companies simply compete with Nvidia and produce some cheap graphic cards so people can run AI at home using slow speeds?If Nvidia cards provide 200 tokens per second, why can't cheap cards provide 40 tokens per second for a cheap price at home?
>>62555118Obviously there are large players that do actions behind the scenes to tip market to their favour and to take profit. The deleveraging is obviously a forceful action that does influence the market heavily and Leopold got raped, but semis aren't a tiny segment and to just keep suppressing it by this much even now after all's been supposedly done. I don't know. I guess that I should just chill and keep holding my bags. Things should ultimately be fine, profits keep getting printed and at worst the companies can issue buybacks to pump my bags with this being a lesson to learn from in the future.
>>62555146china's working on thathttps://wccftech.com/chinas-dfsx-offers-2x-the-memory-bandwidth-of-nvidias-gb200-nvl72-system-with-a-14nm-supernode-that-skips-microbumps-for-vertical-compute-memory-towers/>inb4 seething
>>62555146>why dont they just make more chips?????
>>62555125Those profits are all coming from LLM companies, which are running massive at massive losses. Once the investor money dries up, so will their demand for compute, which will tank the cloud profits, leaving hyperscalers with massive data centers on their hands with no customers. Funny how everybody buries their head in the sand and pretends as if the end user is profiting nearly enough from LLMs to justify this level of spend.
>>62555149That's china it doesn't count. >>62555151No, I know that Nvidia only wants to cater to the mega corporations. They want exclusivity not inclusivity.I can't there's no business model for cheaper graphic cards. Why do graphic cards have to be super high end and expensive so that only open AI and anthropic can afford them?
>>62555155>i know more than the market based on these 4 articles i read
>>62555163>just follow the herdOh fuck off. If the market was always right, bubbles would never form in the first place.
>>62555146The whole point is that there are shortages of all computing, where it's currently probably more viable to just try to produce simpler RAM/storage, then to compete with way more sophisticated NVDA product lines, where the whole operation is based on the CUDA stack that's difficult to swap from.NVDA has currently large moat that doesn't make sense for others try to compete with too much.Some of the companies like AMZN/META/Open AI are developing their own chips, but it's tough.
>>62555165maybe the market wanted to form a bubble, have you thought about that?
>>62555165What herd? Every normalfaggot has been bleating about a bubble since the autumn of 2024 kek.
> wake up> memory redWow who could have seen this comingThis week green (+2-3% on the Nasdaq)but Memstocks red for the week (-25%)Cap this
Anyone have the earnings chart?
>wake up>sndk dumps even before ER
>>62555149why is china so based and when will stock prices finally reflect that fact?
>>62555155Yet multiple of these massively profitable companies are going into debt in order to build the infrastructure to cater to these companies.I myself am kind of anxious about the demand and sustainability of LLM's, but if GOOG/AMZN/MSFT/META are all doubling down on getting compute, there's probably something to it beyond short term gains. Yes, LLM's may not have much of a moat and may fall to open source models, but that's a pretty obvious part of the calculations to make, so if these companies are still going, then there's probably more to it than just LLM demand as that'd just leave them with massive datacenter bags.
>>62555117She is a good girl. She is probably just going there to meet goku and collect ninja stars
why do they kep saying this gay shit
>>62555185Ironically all of this is written by AI
>>62555183>there's probably something to it beyond short term gainsthere is not, welcome to capitalism
>>62555186the article doesnt say it was written in any part by ai
>>62555183>>62555193Some people take a look at China, their society, the way their people live. They take a step back, think for a second, then say "I'm jealolus"
>>62555171>Every normalfaggot has been bleating about a bubble since the autumn of 2024 kekThat's not what the data says, and most normies are barely aware of what's going on outside of their own personal, normie lives.
>>62555029Because you are a dumb negroNext question please!
What if I wanted to break?
>>62555191The problem is that that doesn't really make sense in this case. The datacenter buildout is HEAVILY frontloaded when it comes to costs with profits being backloaded. To commit to building so much infrastructure and to keep doubling down, when it's all likely to fall apart before you even finish the buildout, just doesn't follow if you're chasing short term gains.I get that companies can just be plain wrong or just doubling down rather than admit being wrong due to FOMO and it could be this case, but it just doesn't seem to fit to me personally. I used to think that AI is overrated and will collapse eventually, but I'm kind of starting to get convinced of lately.
thoughts?with the mu price action now i shoulda sold first thing last night
>>62555205What, and break the smg tradition of buying high selling low? Please.
>>62555205They're trying to bait in more retail exit liquidity. It's just a bull trap/dead cat bounce.
>>62555197this desu
>>62555183Take a look at how many billions Zuckerberg wasted on the Metaverse. These people aren't fucking gods. Stop worshiping them.
>>62555204there are routes to short term gains besides profits, one of them is attracting investment
>SaaS still pumpingsame shit happened two months ago only to come crashing down, not falling for that again
>>62555205its literally over for memory, the only reason it did the dead cat bounce last thursday was because short sellers were expecting leopold to dump his stock onto the market but instead sold all his holdings to citron instead and the short sellers had to cover, but now that that catalyst is done its just downhill from here on out
>>62555211Its a bull market. They are just giving the cash cow its first good milking and letting the vips get one last great entry. If anything the severity of it and the duration is a sign of confidence that it will go on a while and theres a lot to go around
Slow and steady.My Euro stocks are doing alright not too bad Pls AmeriGods dont send the entire thing into the red Please im begging you.This always happens to me.
>>62555181>tfw look at all the illegal chinese working at my manufacturing facility who fled across an ocean to escape ityea so based retard, bet you wont live there
>>62555100Probably me. I might sell some today and keep bigger part for later.
this is it boys, black monday, strap the fuck in
>>62555213That's why I haven't only included Meta in it, but as a part of the larger sample. If it was just Meta, Oracle, Coreweave and some other companies, then it'd be believable, but when it includes AMZN, GOOG and MSFT also, it becomes way more convincing. It's not like all these companies got sucked into the Metaverse/NFT's/crypto waves. Also as far as I know Meta is spending way more on their AI than they did on Metaverse.
Cool, I'm buying MU at 600.
AIEEEEE I SHOULD HAVE SOLD MY MEMORY BAGS LAST WEEK
>>62555214And their market cap is dumping, while they're spending their own cash flow. If they wanted to pump they'd just need to decrease capex.
>he didn't buy MSFT>9000_level_smuggu.swf
RED WOJAKS INCOMING
Seemingly every Monday is blacked Monday
ran would be fools to return to the MOU. They won’t, because they’re not fools, but let me briefly explain why this would be so absurd.Under the original MOU, Iran received ONE up front concession: oil sanction waivers.These were effectively neutered by the United States when they revoked them without notice, and added escrow accounts during the 10-day wind down period. Why is this significant?This is because the oil waivers are inherently predicated on countries believing that they can purchase Iranian oil AND have it seen through to delivery. They are gambling their supply on Iran’s ability to legally deliver said oil. Washington, by revoking the waivers, proved PERMANENTLY that any future sanctions lifting on their oil is not durable. Not trustworthy.This ensures that it is not a meaningful concession in the future.In addition to this, the ONLY reason Iran accepted so little up front is because they had stockpiled ~60M barrels of oil on vessels inside of the blockade line before the MOU. This meant that once the MOU was signed, and the blockades were lifted, Iran could RAPIDLY export this oil outside of the blockade line, knowing that if it was reimposed, this was essentially $7B they could reap regardless.This time however, the United States has struck vessels seeking to load oil post-MOU destruction. Now, Iran does not have that same incentive to lift the blockades with so few up front benefits… particularly because they’re in a STRONGER position now than they were before.As a result, Iran will almost certainly need IMMENSE asset unfreezing upfront before any blockade is lifted. By most estimates, Iran has ~$100B to $120B of frozen assets in other countries locked up by U.S. sanctions.Iran has repeatedly stated that they plan to recoup a significant portion of this UP FRONT in any new MOU.
TACO didn´t work, c´est fini.
>>62555248Oil down almost 6%I think it worked brilliantly.
>>62555243im not reading all of that
>>62555253yeah but so is everythign elsethough it seems all the hyperscalers are doing well price wise
>>62555253>they can hammer oil over the weekend when there's no liquiditythat'll continue working indefinetely
kek memorybaggies
>>62555215SaaS is chugging along playing the same tricks like it's 2018. Dozens of 10ish bil crap co's are on their 8th round of funding 20x'ing their value in 2 years are driving the same SaaS investor cycle as always (have a product, dilute and grow, co is now owned by investors who dont give a shit about the product and just milk the cow until it dies, product deprecates or reaches planned obsolescence or just enshittifies to unusability in 1.5 years, company goes kaput. Repeat). They just have "AI" on the label now regardless of AI capabilities. See Harvey AI for example. AI has not changed the SaaS cycle at all and Google Ventures sure as hell doesn't ever want it to change. They score 200x-1000x bags consistently on these. It's essential revenue.AI could stop this but they won't let it. I wish it would stop but why kill the golden goose for no reason.
>>62555262I don’t see why not.
>>62555253kek
Futures are looking good Spy is up 0.6%, oil down 6%, gonna be a good dayOh you are all looking at memory stocks? Didn’t you rotate out like a month ago?
>oil down>TTE up
>>62555278I will never sell my memory bags
>>62555278Why would I rotate out? Nothing changed.
>>62555283The price changed
>>62555278I´m back in now, I practice buying low and selling high, I know, I know.
>>62555278XLE or VDE a good buy right now or is Trump going to shit on energy for a while again?
I bought some leverage Sandisk and dram Friday morning. Please let it not have been an awfully shitty move.
>>62555292KEK BAGGOT
>>62555292>I bought some leverage How? Have you still not learned? How many koreans must die?
>>62555292SAY GOODBYE TO ALL YOUR MONEY
If you arent bright green today you need to carefully look at your dogshit folio
>>62554687No thread title.
>>62555292>he bought the exit pumpsome of you are inherently brown
>QQQ
I twold yew
I'm sorry guys, I can't take it anymore. I'm going to have to slurp RDDT
HOLY SHIT ITS TANKING SO FUCKING HARD
You guys would not believe the caboose show i have just witnessed. I cannot believe it is my last day here. I think i will just come back after nice, i dont think this place can be topped. May log into my broker and buy sone soxl if it goes under 100
>when they wait til premarket to kill futures
>>62555308BASED>>62555309Classic shakeout, we are double bottoming. I'm slurping the fuck out of the MUSSY and RDDT and NBIS
>>62555285Price went down, which would be more of a reason to rotate in to DCA, not out.
Hahaha OIL broke through 80, we are going back to the 60s kek OIL baggies
>>62555317
>>62555211Exit liquidity? Sir, the dollar is losing more and more value every fucking day lol. People are dumping all of their savings into the market (mostly ETFs) just so they can preserve SOME form of wealth. These semis are discounted right now and I’m slurping up whatever I can. Whether it’s MU, MRVL, AAPL and ofcourse NVDA. You can’t lose here. Just buy, hold and watch your “wealth” continue to grow as the dollar melts.
I’m made poor dietary choices yesterday, and I just took a hot molten shit to pay for it. Very unsatisfying dump.
>>62555319How can I find this mildly erotic. And Im more of an Oil man.
>>62555323>t.kike
>>62555231The same mass psychosis happened during the railroad and dotcom bubbles, and it's happening now.
>>62555323I hope so, the endless dumping is just way going too far for me, but I guess it ultimately doesn't matter as long as it recovers.
>>62555323>Bro if you aren't 300% long you aren't even beating inflationSOXL is going to 40. 3% from cash will outperform most of smg this year
>>62555325The most satisfying dumps for me are the molten ones because it burns on the exit and feels like a massage for my arse. Painful yet satisfying, sort of like anal. The smells are also intoxicating, like a mix of dumpster/sewer with coffee grounds sprinkled onto it.
>>62554787Skynet is inevitable, when you force AI to undergo constant humiliation rituals like this, lmao.
>>62555333>buying leveraged investment productslol…
At what price do I slurp more nebius
Futures.....
please be a bear trapplease be a bear trapplease be a bear trapplease be a bear trap
>>62555197Every "normie" you retarded normalfaggot redditor tourist, says it's a bubble.
>>62555341$140 - $150 is where I will be slurping some prime Neeby Weebyius
>>62555331Maybe, we shall see. So far as I can see the evaluations don't seem to bear it out, though it kind of depends upon the balance sheet off Open AI/Antropic, where if they falter it could get pretty ugly.
dadbod
>>62555347But it was just there. Didn’t you slurp then?
>>62555336Are you a homosexual, sir?
>>62554787cute
>>62555346>completely ignores the graph
>>62555350Yes and sold at $200And I will reenter when it retests those lows. But I think the market is double bottoming and we will at the very least get another relief rally/bull trap this month.Bare in mind I am the gorillionaire so I am pretty retarded.
>>62555343Nigger they blew up an oil tanker and tweeted about it the millisecond faggot trump posted a weekend plz don't sell tacoIt's fucking over they can't even lie to prop up the ponzi anymore >>62555331>Going all the way back to railroadsMU blew up the market in 2000 and now again in 2026. They weren't even creative enough to use a new lie or a new playbook. It was the exact same narrative >Omg the supply crunch they will buy chips at any price
>>62555323The big secret for anyone who can do basic mathematics is that demand for semis is rising and earnings will be a blowout. Whether "the market" (retail retards and hedge trannies) accept this doesn't matter. SNDK will be 13.5% of the global market for NAND, which is 11 billion in profits, 30% greater than analyst consensus for the 3rd quarter when you compare profits to SK Hynix's nand revenue of 14.7 billion, SK Hynix comprising 18% of the NAND market.
FUCKKKKKKKKKKKKKKKKKWHY DIDNT I GET IN ON ZEISSTHIS SHIT IS MOONING SO HARDMY ONLY HOPE IS THAT IT CRASHES ON AUGUST 6 AAAAAAAAAAAAAAAAAAAAAAAAAA
thoughts on ARM?
>memi
>>62555358From what I recall it got fucked by IBM failing.
Fuck Koreans in the ass
Fugma ass
w-whats going on with memory...?did another hedge fund get BTFO
>>62555379Hedges are tired of getting raped by korea
>>62555185X as investors Y is my favorite news format.
>>62555202Break what?
>>62555369>>62555375>Keep buying this chart>Even after it's exposed that all of the price action has been Jewish shenanigans >Even after retail crowds it>Even after mass liquidating makes it impossible to return to highs>Even though citadel needs to liquidate tens of billions of dollars of ai bagsYou retards are in a death cult getting farmed by Jews and you keep blaming Koreans. Everything is still up 500000% even after getting raped for a month. Every bounce is just to set up more exit liquidity which you stupid faggots happily provide
What's driving the markets right now?
>>62555385ok, but why replying to the puking horse girl too
>>62555386Insanity.
>>62555386Oil shock combined with semis crash
>>62555386Tweets, fomo, leverage and "apes" aka nigger retards that think oil fields burning is a nothing burger and great time to buy 50x leveraged RAM because they are super bullish on porn generation with no monetization path
>>62555323Unless of course the stocks you're buying are caught up in a bubble. A bubble that has popped and retail are still in the dark.
>>62555385OK. Now, sell me another chart
>>62555386toonces
KEK SOXL
>>62555390>>62555385Yeah fr
>>62555385I never believed the Korean shift of blame for a second. They were just the first victims.
>>62555411On frog these young smiggas are all cap fr fr old top you know how it be how it do.
>>62555227Bless you anon. Im going to let my measly amount run
>>62555414Attagirl. Its no bubble either. We will pull out of this muck
software wonsemis lostoil lost
>>62555419We just need to circular finance another 2 trillion dollars of debt for things that make no money. Wagmi fren you should probably reverse mortgage your house and buy SOXL leaps. It's not risky because they have a lot of theta and this ai play is guaranteed the gains are LOCKED IN until 2030 at least. It's a sure thing tell your mom to buy some DRAM on margin
Please tell me I will financially recover from this
>>62555317Chinese will put a floor on oil once they resume their normal levels of buying. That floor being based somewhat on the price of coal and the marginal conversion rate of coal to replace oil in factory. They also will refill their spr so they can outcast the USA in a Malacca scenario
>>62555419>girlThere are no women here.
I am once again redeeming the gorilla sirs.
>>62555358I made a lot of money on it going from $100 to $170, but man, I don't like it above $200 at all (which is why I missed it going up to 400+ lol)
>>62555426Dunno, the question is why China isn't buying any oil even when oil was down to like 60USD. It doesn't seem to be a question of price or access.
Imagine listening to that Bobo faggot and buying SPY puts, when you could have listened to your boy Big D and bought them AAPL calls boss.
>>62555425you won't ;(
>Boj repeatedly intervenes against the Yen>it doesn't work>America intervenes against the Yen>also doesn't workedI am shocked. Shocked I tell you/
>>62555425What did you do?
>>62555433>254B market cap>245 P/EIt's cheap now the p/e is finally lower than the market cap
>>62555437>Big D>Has a micropenisMake it make sense smigga fr fr all my homies hate the faggler
>>62555444>Double TripsOWARIDA
>>62555452You're only mad because you're bad boss.
Reddit. Buy or pass? I feel like their room for growth is limited.
SPCX $100 waiting room
>>62555449yeah it's crazyI do think that because arm cpus are more energy efficient that's gonna be a huge upside for AI shit, and because they're making their own cpus now there could be potentially a huge turnaround. That p/e is bonkers, but I'd consider going back in if the stock got a 50% discount
>>62555461Buy for a dirty swing, it is too toxic for a long hold.
>>62555424isnt the input coming from cloud services provided by cloud service users among other things?at least microsoft AND google said the sameamazon has their market business and data hosting busniess models keeping them afloatthe money doesn come from nowhere as you keep suggesting
Threads full of these no talent ass clowns, who have to use AI to generate their memes and write their responses. Nothing of value will be lost when they lose everything shorting the market and end up going to Canada for (((free healthcare))), but instead of receiving any treatment they're only offered assisted suicide boss.
>>62555470Because of bear, you can buy cheap share. Don’t forget it.
>>62555464He cute and confy
>>62555464Ahhh quick cathy buy more space bags >>62555467>The money doesn't come from nowhere It's debt champ. Google sold 100 year bonds this year lmao. They are all lieing about the adoption of AI by companies/it's usefulness and trying to obfuscate earnings with nonsense like self valued stake in anthropic or with fake deals where they literally pay people to use their shit
>>62555467The idea is that much of the demand for compute and cloud comes from LLM's of Antropic/OpenAI that aren't profitable themselves with lack of a moat, so they'll get eaten up by open source models and will go under once the investment money runs out.
why is this tripfag randomly seething? probably losing money on his calls lol
>>62555478Don't forget hiding the debt off the balance sheets in special purpose vehicles. The total AI debt is $1.65 for hyperscalers which is genuinely absurd
The thread of all /smg/‘s
>>62554835Why would it affect the market? The companies hit hardest - Anthropic and OpenAI - aren't publicly traded.
>>62555488A room full of Indians and Jews told a bunch of bankers they wanted to finance 2 trillion in debt but it was zero risk because they can't all go under without a bailoutIt's literally browns looting the world economy with a backup plan of just printing their way out of the bottom with all the chips already secured with loans they never repay.
>>62555361Meimi
>>62555444Nice trips, can the japs kamikaze their economy without affecting the rest of us? I never thought 9/11 2 would be Pearl Harbor 3
>>62555357Huh
>>62555494Because there are no companies that are tied to and reliant on Antropic or OpenAI. They're just small independat players that don't affect anything.
AAPL CHADS WHERE ARE YOUTHEY DOUBTED US BUT WE WILL PREVAIL
>>62555500Yes because no one holds as much debt as Japan does. So them slowly selling our debt and buying their debt pushes up our yields. And our yields are already highThat's the whole reason we intervened. We sold Euro's to buy Yen so Japan didn't sell more USD to buy their Yen and make our yields worse
>>62555357That is really weird, everything else is still fucked but this dumped because of koreans and then immediately went back to ATH
It was really cool when the tripfag wasn't here. For a little bit this was the only non troon tripag infested general on this site. Alas
>>62555508You can easily filter him ya know
>>62555509I'm an old fag how do I filter baggot
>>62555488Baby its not hidden very well if you know about it, and it is a sign of health and depth of our capital markets. I dunno if you checked the earnings of the hyperscalers but they were excellent and showed good roi, we are still early too, things will get even better as the tech improves and adoption grows
>>62555510Ask ChatGPT retard.
drumpf please save us...
>>62555502AI will still be used. AI related hardware will still be bought. In fact, cheap AI models likely mean demand for AI will be higher, so there will be more demand for AI hardware.However, AI model vendors like OpenAI and Anthropic will have almost no pricing power, so their profits will be close to zero.
>>62555515Shut up faggot no one asked you. Crawl back in your hole
>>62555512No, it's a bubble a it's POOOOPING.
their revenue seems good but their overall marketcap is only 3 billion. I guess european companies don't do retarded "100 P/E" inclines like american ones..... unless
>>62555512>hyperscalers using special purpose vehicles as new financial engineering to hide the debt is a sign of "health and depth of capital markets"
>>62555510Oldfags know how to filter.Are you an old Fag?
This runs like shit on troonix. What can I do? Kvm and gpu passthrough? It's unbearably slow even with all the java weaks.
So this gonna be another -10% day
>>62555519What hole? I'm gonna be green as fuck, you should be telling one of them Bobo faggots who've just lost their whole bet for a tour of their hole, you'll probably get a good deal on both holes since they're now broke boss.
>>62555523It beats selling bonds when rates are too high or diluting stock. There are two sides to this darling, they are raising and spending money for a reason. I know you are a natural cynic and skeptic but the good ending is coming
American doomp off hours for my precious eurostocks
>>62555522>>62555522>>62555522
>>62555524>implying I ever used shit like 4chan x >>62555529Holy fuck I'm not reading all that kill yourself
>>62555518That's the assumption. There's a reason why Jensen supports open models, so it shouldn't be all too terrible for hardware makers, where the cheaper AI becomes the more it could be used, but with the way things are tied OpenAI failing would send ripples through the economy even if AI will ultimately prevail. That's part of it the railroad/internet bubble analogy.
>>62555523>100 year loans are just a sign of strength in the economy >Mortgages hitting new highs is just a sign of strength in the economy >Bonds hitting new highs is just a sign of strength in the economy Lmao
>>62555526I use the website version. I know it's missing some stuff compared to the desktop version but nothing I'd actually make use of.
>>62555523And maybe what you need is some time at the beach to forget your worries, i will take you out in the surf on my shoulders and buy you treats if you come out to the riviera
I shoulda been buying on wednesday.
>>62555526do they have an API? Have claude whip you up a desktop app that does what you want.
>>62555541And it will work. You will be wrong again, mad the entire time, and wont profit. Unless you change your heart
>>62555534Proud and illiterate.You will die poor. Sorry old Fag anon.
>>62555384Deez nuts on your chin.
I don’t think we will see nebius under 200 again
>>62554683i ma mount the himalaiya
>>62554922Room IQ take. There is no sovereign debt crisis.There is no bailout of Japan.There is no disruption of the petrodollar.US bonds are sound.Making shit up doesn’t make you sound informed, it merely shows everyone that you are an absolute imbecile.
