RIP Picard :(((

>>110254371
/biz/ status - 50% pink and rising.

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HULL BREACHED ON DECKS 69 THROUGH 1488

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Why is everyone freaking out? It's just yet another Thursday.

>>110254371
sshole holding on

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>>110254477
holy fuck they didnt solded
what a bunch of fucking retards

>see ngreedia crabbing since 1 year now
>HOW ABOUT LETS HODL 2 THE MOON
i lost respect for /biz/ i didnt even know i still had

Nothing-ever-happens bros, is something going to happen?

>>110254669
nope

>>110254692
Oh, thank God. I got worried for a second

>>110254669
aibros, their fanbois, and 401k boomers are getting rekt in their anus
for the rest of the world its just another thrusday

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It's over, captain. The west has fallen and so have our shields.

>>110254708
>401k boomers
Do you think being young means you don't have to worry about retirement?

>>110255952
have you ever heard the term "due diligence"?
it is usually used in the context of financial products like a 401k...

>>110254708
You seriously think the economy crashing only affects investors?

>>110256577
for the rest of us the economy has been crashing since 2008

>>110256583
And now it's about to get 100x worse.

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>>110256593
nah, i dont think so
the s&p 500 barely registered the dip
an usgov default would be way, way, way worse

>>110256607
The US bet everything on AI. This was your last chance and you blew it.

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>>110256621
im not weimerican and the bigger issue is having a debt based economy
every nation uses debt to lubricate their financings

but americans went full retard on that one, and reality is starting to catch up

and like i said, yeah, sure, ai-lmaoo, etc
but before that there was the dotcom bubble, and way before that was rail in england
what gets wiped out is speculative capital.

prudent money sits in gold

>>110256640
>but before that there was the dotcom bubble
You didn't have China about to create the internet instead. Americans literally put everything they had into getting the lead in AI, got the lead, and then at the last moment when they were just about to cement it, gave it to China in exchange for the promise of cheaper gas prices (wont' happen by the way).

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>>110256659
yeaaaah
i think you should stop getting your news from paid shills

>>110256707
What does the picture you posted have to do with my post? Am I talking to a bot?

>>110256717
use your brain.
llms are kinda worthless.
instead of developing the technology, aibros go balls to the wall to try to push a 1st gen pre-alpha product

and what the fuck with chyna and oil prices. fucking make it make sense

>>110256736
Why are you acting like this happened because people suddenly lost confidence in AI when it happened because politicians promised to ban data centers?

>>110256707
It's okay. You'll come back around on AI once the "correct sources" tell you that AI can be used to fight racism and promote diversity.

>>110256744
nonono

first
explain to me how "le ai lead" and "last chance" belong in the same phrase
then, explain to me wtf china has to do with oil prices

and only then im gonna answer your question

>>110256752
>sad homonem
i accept your concession

>>110256753
I don't want you to answer any of my questions because you seem literally retarded.

>>110256774
then why do you ask your questions?
i think youre seething bc you said retarded shit and now you got exposed

you shouldnt be seething
its not your fault youre mentally inbred, its only your genes

Wow that thing everyone has been saying is 101% inevitable happened. Hold the fucking phone.

What is interesting is this happened before Anthropic etc have IPO’ed - their valuations probably will be way lower but more down to earth. I can see Dario doubling or tripling income in a year or two optimistically but not 10x’ing it. Its real value is like 200 billion IMO and double that if they can double their income. So in dipping their toes in the water after the major freakout already happened the companies won’t make nearly as much but will have a much more realistic foundation.

>>110256793
>inevitable
All you had to do was not vote to ban data centers.

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>>110256808
the most retarded fucking take ever
its been more or less one year that the writing is on the wall

>>110256813
Yeah I'm sure it was just a total coincidence that it happened at the same time as the anti data center people got voted in.

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>>110256820
>2025
learn to read, retard

>>110256640
>prudent money sits in gold
>gold price falling all year
clearly not

God, LLMs are going to be the next nuclear energy, aren't they?
>We'd have solved all our energy problems if they didn't strangle it with strict regulation!

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I have looked at many "secure messengers" like session, simplex, cwtch, briar and SIGNAL... but dispite signal being far worse then the other messengers on that list, if you put all of that on a list and rated all of them through LINDDUN it would not be close to the others, the fbi recommends it, now thats just a honeypot also signal is centralized and requires a phone number, devs wont fix their own bugs... damnit i just got ragebaited by 'edditards

>>110256856
prudent money started investing in gold in 2023
when the whole ai-psychosis started
but youre right, gold is down; somewhat

the qustion is: who has liquidated, and for what reason?
if you really care about this shit that is
i dont do tradfin, i do crypto
i find whales to follow by looking at the spot prices, not by combing through financial reports

>>110256856
>>110256882
actually, now that i gave it more of a fink
the selling started in jan 2026

maybe some big buyers are getting liquid in preparation for the whole ai circus to topple
in preparation to slurp up the gpus and datacenters that are gonna go on firesale from creditor-enforced liquidations

>>110256882
who tf invests in gold. people use it to hedge risk and inflation. if you think ai is going to crash, then short nvidia, etc

>>110254708
>for the rest of the world its just another thrusday
you'll pay for this, your arrogance ensures it

>>110256761
>i accept your concession
nobody asked vooter

>>110256925
>who tf invests in gold
preppers in mid 2000's to mid 2010's

>people use it to hedge risk and inflation
you said it yourself, people use it to hedge (systemic) risk
like hedging against ai going bust and the shitstorm leaving everyone covered in diarrhea

>then short novideo
its not that easy. you have to foresee the timeline too. and theres also the legislative capture factor which means the shit can get bailed out
i spoke with some anons who did bet on a downturn during the midterms but thats riskier than just buying gold at the right time

this is why id rather deal with crypto.
with the right horizon, all the information you need to make informed trades is contained within the spot price curve

>>110256925
Short the RAM makers, whatever loss nvidia takes the suppliers take it tenfold, is like leverage but it can only do you harm.

>>110256867
Yep. Please look forward to it.

>>110255952
Nobody under 40 is going to retire, let's be honest.

>>110254590
goog go nailed on Thursday, last week.

>>110256984
>you said it yourself, people use it to hedge
yes, a hedge. it's part of an investment strategy. like 20% or so. prudent investing is not missing out on the entire uptrend of ai, and then the entire downtrend on ai by investing everything into gold.
>you have to foresee the timeline too
i mean if you want to trade le chart then gold is in a technical downtrend right now
>all the information you need to make informed trades is contained within the spot price curve
gold and equities are a more efficient market than crypto

>>110254726
nice kot

>>110255952
we're all going to fucking die

>>110257052
>gold and equities are a more efficient market than crypto
ill argue against that.
the price is always lagging behind the events that cause a change in market regimes at timescales scales where a variation in price is exploitable
due to its high volatility, crypto is different. macro economical events are just negligible at the timescales where you can already register meaningful profit
and so at certain timescales, its crypto thats the more efficient

>>110257085
efficient market in the sense they reflect all available information

>>110257143
yeah.
i speak of the same thing with the caveat of all available *relevant information
at certain timescales some information isnt relevant
kinda like warren's buffet idea that he hodls no matter what because in the long run everything turns green

there he makes every short term donwturn irrelevant because at his timescale, hes betting for a geometric growth of the market, and thats more or less a given. was
now globalism has no more markets to expand to, western (rich) populations are dwindling, and mass immigration doesnt work to sustain growth
but the point still stands. at mega-scales, shorter term information is just irrelevant

in crypto its the other way around
high volatility and low market cap enables profitable high-ish frequency trading, at timescales where its macro-economical events that are rendered irrelevant
in result, only immediate trades are relevant, and it changes the nature of the problem from predicting the evolution of a market into reacting to trading events
youre no longer making predictions. youre reacting to market movements (i believe the term is price impact?). thats infinitely easier. (no shit. reaction vs prediction is always gonna be easier)

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>>110254590
What now, zoomer?

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>>110256640
I'm noticing

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>>110257235
this probably gonna play out like something like that, except its gonna end up on a "new normal" thats gonna account for inflation, not a return to the mean

>>110257203
>he hodls no matter what because in the long run everything turns green
The problem is people apply this to everything and it's not true. Companies go bankrupt all the time. Even good companies can take a decade to recover after a bubble: See amazon & dotcom

>then short novideo
>its not that easy.
indeed, but that's also because NVDA is a profitable company and would be with 0 AI too.
AI hype is spread out in all the companies, making their valuations wrong, but there's also profitable businesses models mixed in.
So what you should short is the most AI-only company with the least profitable business. With a lot of debt.
So coreweave.

I'm glad I figured that out at the end of august, up 64% since then.

Comrade Don waited until the demoncrats seized power before opening the trapdoor so they will take the blame. Another 200iq 4D chess move. Praise Dear Leader!

>>110257381
>The problem is people apply this to everything and it's not true. Companies go bankrupt all the time. Even good companies can take a decade to recover after a bubble: See amazon & dotcom
now that you made me give it a proper fink
i think warren buffet invested in big names

but also, basic financial analysis maths are gonna valuate them pretty high
but then these tools actually dont tell you what is gonna be the immediate next performance of the product youre analyzing
they tell you how the company performs on average instead and flatten that into a price
its gonna be 10 years i learned this shit from a course i believe its black-scholes im talking about

but where im getting at is that the tradfin philosophy is to use these tools in the wrong way
these tools are used to decide whether to buy a product but without considering the larger strategy.
and with warren buffet's, this is the tools you want. but most people dont trade like that, and ive been shown these tools in the context of 6-12 mos investments
valuate asset, if undervalued, buy, if over-valued, sell. the basics. but thats not what these tools say, these tools dont talk about the immediate next price movement, they compute the average performance. and so the longer the horizon, the smoother the datapoints distribution will be, the more data will fit the underlying stats, thus, the projecton. its kinda elegant in a way.
and i dont think these tools would give a favorable rating of amazon c. 2000. but some apple, which i know mr buffet was holding, i think it would have come out pretty favorably

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>>110254626
holy cute clussy~

>>110257381
>AI hype is spread out in all the companies, making their valuations wrong, but there's also profitable businesses models mixed in.
>So what you should short is the most AI-only company with the least profitable business. With a lot of debt.
>So coreweave.
>I'm glad I figured that out at the end of august, up 64% since then.

and this sounds obvious when said like that
but yeah, one had to figure that out

im not a financeboi, proper
like stated, i did a course, an internet one, and it was a decade ago
i followed that course to help a friend of mine on top of that, he was the one who wanted to go into finance, and since i am decent with numbers, i followed along
but yeah. im more of a numbers, and programming guy.
i dont have the tools or the knowledge to play in the big boys league
however, i came up with a couple theories of my own, applicable to crypto, so its all good

>>110257503
indeed

Sooo when are we getting $100 32GB RAM like you waitfags promised me?

>>110257516
im really not sure its what og waitfags said
t. og waitfag, always bought new below msrp up until jan this year (a770 @ 300eur)

>>110257516
Already got mine 2 years ago.

>>110256874
The main problem is centralisation and lack of traffic obfuscation.

>>110257489
>i think warren buffet invested in big names
Yes, but also very solidly run ones. There are dividend aristocrats that have given their shareholders more money every year for 50 years.

Market price in the end is subjective and depends on peoples feelings and predictions on future profits (which can be very wrong), and if it's very irrational, the only thing company leadership can do to force the price up is pay dividends. That's why they matter to me.

>>110257506
>im not a financeboi, proper
Me neither, I just find it very interesting and since I've ran a small AI-service since before chatGPT and all this hype, I have a longer time perspective on it which might have helped.

Great talking to you anyway anon

>>110257600
Lol
Lmao even
>he unironically believes this

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>>110257600
i appreciate the appreciation.
this was an interesting discussion indeed

have a good one

>>110257633
>obligatory troll to even things out
i was gonna add that i need to call someone a fat fucking faggot now, because the discussion was too productive and courteous for 4chan standards

but one can always count on the community to maintain the order of things, kekk

>>110257693
>he wasn't b8ing and was actually seriously that retarded
Too funny!

>>110257001
Correction, the vast majority will semi-retire like how it used to be. The whole notion of retiring at ~65 and collecting benefits is a fluke brought on by conclusion of WWII. That boom died in the 1970s. The baby boom entering into their twilight years is the final nails in the coffin. Retire that was sold was going to regress back being only a thing for the highest echelons of social-economic strata .