Good for your health and your portfolio>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.ptt.cc/bbs/Stock/index.htmlhttps://disp.cc/m/Stockhttps://www.dividendchannel.com/drip-returns-calculatorhttps://brokerchooser.com/https://www.chathamfinancial.com/technology/us-market-rateshttps://iran.liveuamap.com/Previous>>62873161
black people
Niggers
>>62874497Also Jews
Bitcoin is getting fucked!
so anything I might missed over the weekend? may gameplan so far is to do nothing. dont log in into my portfolio, dont sell, dont buy just do nothing. how does that sound?
OPEN THE MARKETS
AI images
How do you gain situational awareness?
>>62874444>CDSWhat does that abbreviation mean? I think I remember seeing it mentioned frequently in 2008 or so.
>>62874508Take billions of investor funds and go 4x long on overbought AI stonks
>>62874508I just wanna know how to not have a bad quality thread on sunday
>>62874511Credit default swaps
>>62874507wow he is literally me
>>62874514whats your problem, you donkey?
Anyone else dream of flying penises? I think this is a good sign for oil going up.
>>62874515Is there a risk of default on credits now, or why does it come up?
>>62874495Is the sign for spy correction?
>>62874517It starts with a j. Sometimes it starts with a k.They flood sunday smg with trash because they cant post on saturday.
>>62874508You short Semis
>>62874520Institutions are playing hot potato with debt default risk
>>62874520it's bond insurance and it's a boring and benign financial product. they gained fame because it's what burry used to trade the housing collapse and aig and other institutions selling too many for too cheap led to systemic problems, when cds prices skyrocketed on a ton of mortgage debt the cds sellers blew up. the instrument has since become a fetish totem for bobos because it evokes memories of the bad times that make their genitals swollen because their mothers spanked them too harshly
>>62874520Coreweave bonds will go to the shitter eventually.
Coreweave sucks, but Iren showed up that Neoclouds could work. Also Nebius.Is CRWV defaults the AI gameplan can keep going.The dangerous one is Oracle actually crashing lmao.>pic related, for now
>Tesla to end production of CybertruckKEK
I only baghold 2 of the 50 most raped. It could be worse I guess.Here is the schedule for next week>Monday: Greatest peace deal ever. Green day as perma bulls "buy the dip">Tuesday: CPI report is hot again. CRWV reports that its a scam retard bagholder shitcoin and drags the AI trade>Wednesday: fallout from tuesday bad news continued rape>Thursday: NBIS and CBRS further reinforce the AI trade makes negative money and all of these companies are dogshit>Friday: PPI is hot again. its so fucking over. new lows.
>>62874535They serve a need in the market. They are insurance in case a company or country goes belly up instead of zeroing you out
US MINERAL BAGGIES WILL BE EATING GOOD THIS WEEK
>>62874540I had assumed that they stopped making those shit-boxes as soon as they got universally panned. I've seen a couple of them and they're such garbage.
>>62874546why, anon?
>>62874541reddit, pltr and nvda for me. reddit/pltr are only like 3% of my portfolio and nvda is like 10%. could be worse I guess.
>>62874540Was really hoping theyd continue production and iron out all those issues, like with teslas original run of vehicles.Oh well.
>>62874551Btw this means that cybertrucks have a risk of becoming collectors items in 50 yearsTake heed of that.
>>62874542i wasn't saying that they weren't. i was saying you're mentally ill for paying any attention to them. the problem with cds wasn't that they worked as intended, it was that aig sold too many for too cheap. their only use is that if you see people talking about them you know there's a fud campaign
>>62874554Good thing they'll all have been scrapped long before then.
>>62874546USAAAAAAARS
>>62874556>youre mentally ill if you pay attention to the market
Can we please get the crash next week already? Because I'm retarded I'm sitting on cash since May.
>>62874541Buy the dip
>>62874559How so? You can preserve any classic vehicle and Tesla likely isnt going anywhere.Or are you just, like, projecting your hate for elon onto his vehicles like some sort of retard?
>>62874540>>62874551>>62874554the chud mobile was a flop and Elon is the biggest Jew ever for selling them to himself at full retail price to pump both of his bags. The most kiked market ever when financial incest like this is normalized and recorded as a W for both companies as revenue and assets when its really just debt for both.
>>62874556Ok retard. They just warned about problems in equities weeks before you got reamed with your bags
>>62874520it's a contract that pays out if the underlying debt defaults, a form of an insurance. the price that those contracts trade imply probability for default. for coreweave the market is pricing a 63% chance that it'll default within next 5 years, 23% for softbank, 15% for oracle, etc.
>>62874567Not only has this been happening forever but its actually worked before, usually with subsidiary companies rather than completely different industries
>>62874564I did but I'm sticking to QQQM and SOXX and avoiding stock picking for now. There will be more blood before this is over
>>62874561they don't even give good signal. they speak more to the risk on the books to the banks buying the bonds than they do to the companies they cover
>>62874568Just because you post a frog doesnt mean you get to post the most offtopic blogpost shit in the world.
>>62874574You should diversifyFor me it's schd and a mix of qqqm/tqqq + dgro
>>62874535I agree that CDS spreads can be sensationalized, but I don't think that makes them meaningless either. With CoreWeave, it's not just the CDS spreads exceeding 1,000 basis points. Their bonds have taken a pretty substantial hit too, and we're seeing broader deterioration in high-yield and CCC credit.There's an enormous amount of debt being taken on to finance AI infrastructure, and I think it's reasonable to question what happens if some of those investments don't generate the returns everyone is expecting.I actually think AI will be transformative... eventually. That doesn't necessarily mean the companies financing the buildout are all going to come out ahead. We've seen that distinction play out before with the early railroads. The technology fundamentally changed the economy, but plenty of investors lost everything along the way because the infrastructure was built faster than demand could support it.I'm genuinely curious what makes you relatively unconcerned about the credit side of things. Do you think the underlying demand is strong enough to justify the financing, or that any trouble would remain pretty well contained?
>>62874577then they would all behave the same
>>62874574Maybe add some nvd to hedge your position
Idk why people are so worried about not paying back your debtThat just means the jew loses. Isnt that a good thing? Death to usurists.
good lord we have a lot lower to go>62874577
>>62874568I could go for some recreational BPDussy right now
>>62874584ai is actually a high return business and all the debt is going to be repaid. there's a difference between financing a high return asset and a no down payment mortgage in detroit to jamal babe. the high interest rate reflects more the high demand for credit than anything else, hardware is undersupplied and there is massive demand. people are not appreciating the scale of compute needed, training is still in its infancy
>>62874598>all the debt is going to be repaidindian shill is obvious
>>62874539B E DED
>62874598
>>62874556holy fuckin cope
>>62874598I don't disagree that demand for compute is enormous, and we're probably still in the early stages. But there's a difference between demand for a technology and the returns earned by those financing it.Have you thought about the choo choos?Railroads transformed the economy too, but that didn't prevent overbuilding and bankruptcies along the way.And I'm not convinced CoreWeave's borrowing costs are simply a reflection of credit demand. Lenders are pricing in risk, particularly when the hardware depreciates rapidly and the debt can outlast the contracts supporting it.AI doesn't have to disappoint technologically for some of these investments to disappoint financially. Do you really think there's no real possibility of overinvestment even with demand growing this quickly?
Neoclouds and quantum computing are buzzwords made up by fleecers to rob investors of their capital on ideas that dont actually exist.
>>62874581>>62874587VYM is my third. I was in SCHD for the last 6 months but I think VYM is cheaper now
>>62874613didnt coreweave even used to be a cryütoscam company?lmao
>>62874611>hardware depreciatesnormally it does but we're seeing the opposite, because currently demand for compute is growing faster than we can supply it.it doesn't even matter if it's a perfect analogue to railroads anyways because it's so early. eventually we may have too much compute, but that's far away, fabs are at capacity and they take years to build, it takes even longer to improve lithography processes, and in the meantime compute demand is still soaring and creating positive feedback, better ai needs more cpu for inference, it facilitates edge products that need more memory. there's a saturation point sure but you also have to be realistic, this is just getting started and we're a decade out AT LEAST just for the training angle
>>62874611>>62874625Indian samefagging his bot
>>62874624*crypto
>>62874540>>62874551Kek, uh oh stinky
SAAAR BUY SOXL GO TO THE MOON SAR
BBC in the UK a few days ago hired 100 people to run FM radio centers across the nation with its own fuel, water and food. Their job will be to inform the nation's citizenry about survival skills (how to purify water, what to eat first in a blackout, how to dispose of sewage etc) when the nation's power grid turns off due to "severe weather and cyberattacks"This comes a few weeks after UK's new "Be Prepared" program, which advises all UK citizens to stock up supplies for 3 days of blackout.
like there's plenty to be bearish about, software and any industry that can be easily supplanted by robotics or ai agents is in a very bad spot, but this board wants to be bearish on autos and bullish on horses for some reason
>>62874637The fun part is that the BBC already released publicly the script the radio towers will broadcast in such an emergency (published December 2025), so feel free to read it. It's pretty helpful.
>>62874540Teslas big pivot to hyping "millions of AI Robots" vaporware is a red flag if ever there was one
>>62874637currently, there are practically daily news about something getting hacked and shut down
>biz calling coreweave a scam on earnings If dubs I’ll drop my last 20k in cash on crwv calls this week
>>62874625Scarcity today doesn't necessarily tell us what those assets will be worth in three or five years, especially as newer generations become more efficient.And I don't think we need to reach compute saturation for some of these investments to run into trouble. Demand could keep growing for another decade while individual companies struggle with debt servicing, refinancing, or margins.Also, fabs operating at capacity doesn't necessarily mean data-center infrastructure will remain profitable. GPU supply, electricity, construction costs, and customer spending are all different pieces of the puzzle. A bottleneck in one doesn't guarantee attractive returns across the board.That's really my point with the railroads. Demand didn't disappear and the technology didn't fail. The infrastructure was enormously valuable, but that didn't mean everyone financing it made money.I'm not arguing that AI is approaching saturation. I'm questioning whether the financing is as sound as the long-term demand story. Those seem like two different questions to me.
fell for it again award
>>62874648you guys are my friends, so I just want everyone here to be prepared for at least a month of power outage. Hey, if nothing happens, just eat and drink the supply later. No big deal. It's not a huge investment to buy a months worth of food and water.
>>62874644Anyone that knows anything about robots and automation already knows that there's a severe human labor bottleneck with the humanoid robots because the hands on these robots are ultra proprietary and very complex. Until someone can come up with simpler soft robotics robots are going to be limited by the number of people who know who to assemble/disassemble your robots' hands until you can finally automate a very complex part.
>>62874654maybe I should become an indoor chicken farmer
>>62874654A quick tip for clean water: buy a small bottle of bleach. That's basically all you need for clean water for a while, as long as there's water nearby to collect and purify.If you live in a residential home with a water warmer (pic related), that's about 55 gallons of clean water. That's a huge amount.
>>62874652fair enough but focusing on neoclouds is like focusing on mail car manufacturers, if we're gonna use the railroad analogy. they represent a tiny sliver of the ai trade, they're small scale hardware brokers. every one of them could fail and open ai anthropic google nvidia wouldn't notice or care and it wouldn't move vti a single basis point. for now it's a profitable industry and a decent canary for liquidity conditions on the trade, but their fate is irrelevant and they are a sideshow to all of this
So let's say I own an apartment that I rent for 400€/month.I decide to sell it for 120,000€ and invest the money into a dividend etf, let's take SCHD for example.At a trading price of $35, with the current exchange rates, I'm buying a share for 32€, thus I'm getting exactly 3750 shares. With the yearly dividend at $1.05, I get 3750×0.24€=900€ per quarter or 300€ per month, a whole 100€ per month lower.Is there any point in selling the apartment?
>>62874672buy Coca Cola instead of SCHD
>>62874672why are you assuming no running expenses from the apartment?
>>62874672just to understand the problem is the $400/mo after maintenance, taxes, and downtime?
does anyone else hear a constant high pitched static noise?
>>62874672Rent is more likely to be fucked with by laws.Dividend stocks are too immaterial and complicated for the average socialist to mess with.
>>62874684riggeti quantum computer is going to save the stock market by proving that quantum is actually even a real thing at all and not just a total fucking scam
>>62874671I think we're probably closer in our outlook on AI than it might seem. I'm not particularly bearish on the technology itself, just questioning whether the financing and valuations have gotten ahead of themselves.CoreWeave might ultimately be irrelevant, but the broader deterioration in speculative credit is what interests me. If we're seeing lenders become more cautious while AI infrastructure spending keeps accelerating, I think that's worth paying attention to.What would you actually consider a warning sign that the AI trade is becoming overextended? Or do you think the underlying demand makes a meaningful correction pretty unlikely?
I know its the weekend but why the sudden surge of xrp threads on the board? Is xrp crashing? I don't really keep up with crypto but I did use to own some litecoin to get monero to buy VPN or Credits on AI api websites. Everybody was shilling litecoin too before it started going down.. Is everyone outside of /smg/ unironically just bots?
>>62874698>Is everyone outside of /smg/ unironically just bots?Yes.
>>62874698No. To XRP holders, they believe that it will be THE COIN to hold after a financial crash and depression. They believe that the economy will rebuild on the XRP network, so it will go up in value.That's why whenever the market drops a lot, a lot of the doomer XRP holders collectively orgasm in joy, thinking they will be rich soon™
>>62874681Assume two rents go to taxes, no downtime and maintenance should be averaged another two payments annually but paid when the tenant leaves.
>>62874698I expect there's some psyop going to pump and dump XRP.
>>62874707Go watch any doomer "ITS OVER" "CRASH COMING" youtube finance videos, and you always see a few smug ass boomer XRP holders saying "lol I hold XRP I'm good"
>>62874707An asset that is supposed to be a "currency" has no value if every is just waiting for it to hit a 100, so they can all cash out and make it. No underlying revenue and people just trying to push their coins to other people for a higher value is the defination of a greater fool asset.
>>62874724It's a literal baggie cult, no amount of facts will convince the baggies to stop handing over their money.
>>62874698 jobs report is hot and inflation is still running hot, yet the market is pricing out future rate hikes. Meanwhile, fake inflation hedges like gold and Bitcoin are weakening while the US dollar is strong.
>TRUMP ON IRAN: ‘HIGHLY IMPROBABLE’ US WILL RETURN TO WAR IF NEGOTIATIONS PROCEED – CNN
>>62874692eventually models will get so good and incremental improvements in training so expensive that there will be a hiccup in hardware demand, we aren't close to that though
>>62874736source?
>>62874653Who's Chuck Schumer?
>>62874737>>62874740nvm I found ithttps://www.cnn.com/2026/11/08/politics/trump-interview-on-iran
>>62874684Yes, welcome to tinnitus. It's either ear damage or neurological. Mine is the second type and comes with visual snow as well.
>>62874736PAKISTANI SOURC-*tanker explodes*-ES HAVE BEEN MEDIATING EFFORTS TO SECURE A LASTI-*tanker explodes*-NG PEACE*tanker explodes*
>>62874747How much money do you have on oil anon?
>>62874736That's a big if
>>62874745>visual snow
>>62874736what about the jews opinion on this?
>>62874745How much meth did you do?
>>62874736Netanyahu is gone, guysthe war is over
>>62874736ayy lmao, where's muh gloves off
>>62874761It's not HPPD if that's what you're asking. Have it since childhood.
>>62874539>Also Nebius.>Is CRWV defaults the AI gameplan can keep going.Holy baggie cope
>>62874745>>62874757>>62874761I have it too, I have had it since I was little. No need to take drugs to get it, its neurological. I don't even notice it unless its dark or really bright.
>>62874761
>>62874745Oh okay. I just had a blow to the head, so hopefully it goes away
>>62874753very little right now, bought back a few DVN leaps yesterday even though i didn't really want to. sold them two weeks ago because i thought the 100-108 range on WTI spot would take a while to churn through. thankfully; did not expect the hammering they put on. fundamentals are crazy good here but it looks like desks are going to be tripping over eachother pricing in a growth scare from here so i'm hoping to add lower. kind of doubt it though
