Reddit Posts
Anthropic warns AI may pose 'existential risks to humanity' in IPO filing
Swedish Nanexa - still very undervalued low risk high reward!
Oscar-qualified short film about a London trader on the morning of 9/11. Based on a true story
How does the US bonds still have a AA rating? Shouldn’t it be downgraded?
Jeff Bezos takes bold new turn amid $4B Amazon sell-off
Iran Issues List of Demands, Complicating Efforts to Reopen Strait
Amazon says it got $600 million in Trump tariff refunds and will pass return along to some customers
US Economic Growth slows to 1.5% in the second quarter
Kimi K3 has been API and web only since 16 July, with open weights committed by the 27th
New FDA guidance allows vapes with PMTA in active review to legally sell products in the USA
The next Financial Crisis is here, and it's not just AI.
The next crash is here and it's not just AI.
SpaceX just took $20b loan to secure a short term obligations of financing xAI acquisition
Echostar SATS proceeds with closing spectrum transfer to AT&T and SpaceX
GlobalFoundries +15% and IBM +6% premarket after U.S. quantum computing awards. IBM gets $1B and GFS gets $375M
Anthropic about to turn profitable in Q2 2026- WSJ
Anthropic about to turn profitable in Q2 of 2026 - WSJ
Why I Think $QSI out of ALL the other Proteomic firms out there may be the FIRST to be nearing a major inflection point in Proteomics from their latest transcript call. (The first mover advantage you see in big tech. Think NVIDIA/Illumina/Apple etc) but for proteomics.
CBO published 12 page report that states Golden Dome acquisition costs for would total more than $1 trillion.
Korea surpasses Canada as world’s seventh-largest stock market
52-Week Topline Results from 16-Week Blinded Treatment Extension of REZOLVE-AA Demonstrate Deepening of Responses in Severe-to-Very-Severe A
When a stock closes right at a key level after +19%… that’s usually not the end of the move
Rules Based Tactical Allocation Strategy (+/-15 e.g. 80/20 to 65/35)
Mr "big short" michael burry is shortin NVDA? i am surprised
Watched Lucid Investor Presentation and Left with Doubt
$750k on SM Energy (Undervalued US Oil Producer)
Novo and Hims to sell obesity drugs together as feud ends, Bloomberg News reports
What do you all think of SentinelOne? We are seeing insider buying and bull report by Citron. It is also close to all time lows.
The Universe is sending signs ($FOUR DD)
US Taiwan trade deal cuts tariffs to 15% as TSMC commits $250B and adds Arizona chip plants
Military Metals Drills 23.2 Meters of 2.22% Antimony Including 7.9 Meters of 4.9% Antimony and 23.2 Meters of 1.27 g/t Gold Including 6.2 Meters of 3.17 g/t Gold at Flagship Trojarova Project
$MDWD - Swiss Burn Centers Turn to MediWound’s Enzymatic Therapy After New Year's Tragedy
ServiceNow -6% pre-market as reports cite possible $7B Armis acquisition
Damn that’s wild. 72 billion
A Turn-Around for ALCOA (AA) STOCK - As New Demand for Aluminum Grows Monthly for AI Data Centers, Battery Back-Up's & Cooling Components.
TETRA Technologies (TTI) to build USA's ONLY Magnesium Refinery and boost domestic supplies of metals used in batteries & alloys for steel and aluminum across the aeronautics, energy and defense sectors.
A Simple Valuation Framework: What Would Close The Gap For A Microcap Screen
Amazon Raises $15 Billion in Bond Offering While Expanding Auto Sales and Cloud Partnerships
Amazon Raises $15 Billion in Bond Offering While Expanding Auto Sales and Cloud Partnerships
Is Altman crazy - he never stops with this stuff
Softbank sells all of its NVDA holdings
OpenAI CEO Sam Altman served subpoena onstage during San Francisco talk
China solves 'century-old problem' with new analog chip that is 1,000 times faster than high-end Nvidia GPUs
The United States' "Historic" trade agreement with China should give a huge boost to the economy and the stock market.
Iran has surpassed the United States as China’s leading supplier of pistachios, with exports reaching $117 million
YYAI Stock Rockets After Insider Buying 🚀🚀🚀🚀🚀🚀🚀🚀
CBOE files to expand options trading hours. 🧐 Bullish?
$QTTB — Underground Biotech to Potential $20+ Breakout
🚆 $RVSN (RailVision) gets “Strong Buy” from Aegis Capital — MSN calls it a little-known quantum computing play ready to explode ⚡
🚨 Tom Lee cooking up another banger? $FCRS.U
“You can’t step in the same river twice.”
Cycurion (CYCU) big volume after hours
Rate Cut Bets - It's Turning Out to Be a Close race with Cook and Miran in the pole Positions
ACHR Discussion: Can eVTOLs Ever Be Profitable?
ABVE (Above Food) Secures $20M Convertible Note Investment From Aqua 1 At $2.50/Share; Proceeds To Advance Palm Global's Stablecoin And Tokenization
$ACHV Follow-up DD: Breakout is starting
S&P affirms US AA+ rating as Trump’s tariffs hit record $28B in July, saying revenues help offset fiscal strain from tax cuts
Archer Aviation post earnings dip looks like a buyable mispriced opportunity
Q2's coming up, ACHR dip looks more like a chill moment than a breakdown
Fed Chair shortlist, intentions and SPY strategy
Novo Nordisk Stock Tumbles 20% After Ozempic Maker’s Shock Cut to U.S. Outlook
Novo Nordisk Stock Tumbles 20% After Ozempic Maker’s Shock Cut to U.S. Outlook
Made $6,500 in a month without an office or alarm clock
I was skeptical, but 5 days later I’ve made 1500$
I was skeptical, but 5 days later I’ve made 1500$
I was skeptical, but 5 days later I’ve made 1500$
Centene Drop 40% as Medicaid Cuts and Coverage Dropouts Slam Earnings
S&P 500, Nasdaq hit record closing highs as investors shrug off tariff, war concerns
Mentions
Also this WSJ article - The mighty American consumer is crashing through inflation and driving growth https://www.msn.com/en-us/money/economy/the-mighty-american-consumer-is-crashing-through-inflation-and-driving-growth/ar-AA2dz51R?ctsrc=dgst&uxmode=ruby This isnt a good thing no?
You’ve been reading it for a long time, because it’s been true for a long time. The fundamentals have been upside down for quite a while. Stocks are more overvalued that before the dot com bubble. A big difference is that AI provides much more value than a random website that was useless. There is a lot a value yet to be realized from AI, so theoretically the market could absorb this for a while. What is unique right now is the US debt. Our debt is 125% of our GDP, third highest in the world. Japan has the highest, but theirs is almost entirely held inside the country in the Yen, so it’s more sustainable. Those around us, like Italy, France, UK, etc. are facing serious issues right now. Yet here we stand with our thumbs not ass. We’ve been downgraded once already, so we are now AA debt, not AAA. We were downgraded partly because nobody here will do anything about the debt crisis. And it is a crisis. Our spending, and lack of revenue (taxes), is so out of hand that we are already borrowing just to pay the interest on our debt. Interest payments are nearly 20% of our budget - more than our defense spending. On top of this, there is pressure on the dollar like we’ve never seen. I don’t mean inflation, which is pretty good. 20 years ago we were the unquestioned world currency. While still true, the world has been pushing for a second currency for a while and the dollar stranglehold is starting to show some cracks. Plus, we aren’t viewed like we aren’t viewed like we used to be. We are not good partners for anyone anymore, including our closest allies. So yeah, you’ve been hearing this for a while, because it’s been true for a while. Ignore at your own risk.
Yikes, took a peek, that place is full of some real downers. They make AA look like spring break
Hey man, I'm not a gambling addict but I am a recovering alcoholic. I have been sober now for a little over 3 years. With these serious addictions that can destroy your life you have to get outside help. What worked for me was a 12 step program, AA specifically. So you could try GA. But there are other ways for sure. The important thing is to get professional help.
I never had a gambling addiction but other kinds. I'd seriously recommend you getting into AA type self help groups. There certainly are online gambling ones. I think it's important to keep in mind that this addiction isn't your fault. Our world is designed to screw people over to make money off them while making lives worse. However, even though you don't deserve to go through this, it's no one else's responsibility but yours to deal with this problem, and the reality is that no one will come to do it for you. As harsh as it feels, you are still quite away froon rock bottom and no one is gonna save you now, and definetly not in the future. Figure it out. Swim or drown.
Also, >WSJ: Middle East oil exports rebound as Iran’s chokehold on Hormuz breaks down https://www.msn.com/en-us/news/other/middle-east-oil-exports-rebound-as-iran-s-chokehold-on-hormuz-breaks-down/ar-AA2d9KRs Look up Alexander Stahel, not allowed to post x links but he states that >oil exports in the Middle East are now back to about 94%. He has a pretty good anaylis.
Here's the thing that matters which came out of SOX that you're worried about, from the source I gave earlier: >In response to these problems, the 107th Congress enacted the Sarbanes-Oxley Act of 2002 (P.L. 107-204), which the President signed on July 30, 2002. A**mong other things, the Act creates a new oversight board for auditors, prohibits auditing firms from providing certain consulting work for audit clients, and requires rotation of audit partners at least every 5 years.** It also imposes new requirements on corporate boards and executives and increases governmental oversight and criminal penalties. The oversight board has had a rocky start due to the resignation of William Webster, its first chairman. Only if the PCOAB is dissolved should you lose sleep. AA didn't just know as internal consultants and have adverse relationship, because that wouldn't have mattered, since other accounting scandals at the time had lacked that particular relationship; it was the fact that there was no central authority really over the thing and no audit of auditors or auditing on the whole. They rectified that. If you're interested: [Public Company Accounting Oversight Board](https://pcaobus.org/)
This is a very confusing way of presenting this information. Here is the original chart from a year ago (https://www.msn.com/en-us/money/markets/goldman-sachs-snider-expects-market-broadening-to-continue-but-diminished-in-2026/ar-AA1V0LOv), I'm not sure how this blogger has extended the chart an additional year. At the time, Goldman Sachs was calling for increased breadth at a slower pace. What I'm trying to understand is what the "x%" axis is indicating. My best reading right now is that it is the percentage difference between the current valuation and the 52-week high. So a data point at +5% means the index is currently 5% higher than its 52-week high. But what is being measured is not SPX or the median stock in SPX, but instead the difference between these two tickers. So we're not really talking about a percent difference, but a percentage point difference. How do we subtract a stock from an index? Are we talking about market capitalization? Or are we taking the percentage difference between the 52-week highs and current prices of each respective ticker and finding the difference between those two values? So if SPX is at its 52-week high (=0%) and the median stock is currently -5% from its 52-week high, should the chart show +5%? (0% - -5%) Intuitively, it makes more sense the other way, so that we subtract the positive difference (0% - 5% = -5%). In that case it's unclear how the chart can be positive (+5% is the same as -5% *below* 52WH?). Another question I have is whether a new median stock is chosen for each data point. It seems like this would create some noise in the data as a static market might show a dramatic change if a high-growth stock (e.g.+5% from 52 week high) moves into the median position and replaces a blue-chip stock (e.g. -0.5% from 52 week high). Unless maybe "median stock" here means some kind of theoretical median that takes averages from several different stocks, or if the median is chosen based on the current market and kept constant for the whole time frame (a representative stock that was around in 1985?) Or I'm misunderstanding the calculation entirely. Finally, I'm understanding "breadth" to mean the breadth of growth, i.e. how broadly distributed the attainment of 52-week highs is. In other words, how many of S and P 500 stocks are hitting or nearing 52-week highs? So this wouldn't seem to capture the breadth of lows. "Narrower breadth" may or may not mean "wider breadth" of negative movement. Would a chart based on 52-week lows show an exact inverse of this one? The relationship between these two ideas is not clear to me. Someone can let me know if I'm misunderstanding any of this.
[Here’s what Trump’s Greenland deal means for the US](https://www.msn.com/en-us/news/other/here-s-what-trump-s-greenland-deal-means-for-the-us/ar-AA2cMcQ9?ocid=BingNewsSerp) Read all about it. Then tell me in what ways Greenland is not now effectively a US territory. Denmark has little ability to project any state power to deny Greenland to Russia or China, to develop resources, or to build permanent military bases. Also Greenland is now covered under Pres. Trump's Golden Dome defense shield. You did *read* about the deal before commenting, I hope?
What do you think of this? [Trump brands AI skeptics 'traitors' as his DOJ threatens prison for aiding 'foreign power'](https://www.msn.com/en-ca/news/other/trump-brands-ai-skeptics-traitors-as-his-doj-threatens-prison-for-aiding-foreign-power/ar-AA2cUYLn)
This could help with that conversation or turn it into a big argument . [Donald Trump hit with 26 articles of impeachment](https://www.msn.com/en-us/news/other/donald-trump-hit-with-26-articles-of-impeachment/ar-AA2d0Mhp?ocid=msedgntp&pc=HCTS&cvid=6ab6aa5002614b0390d2e18c3bcdded2&cvpid=ba4513b250414b24acaaacd51a730ec7&ei=12)
Check out their long bonds...I bought a bunch of the META 6.30% 2056 the other day. The 30yrs are trading sub-$90 with a YTW of 7%. Even though its not an ideal time to buy duration, where else can you find AA-rated paper at these types of yields? Plus if the rate environment changes down the road, there should be some nice convexity to the upside....in the meantime, just clip that 6.30% coupon while you wait.
[Iran has suggested a deal to reopen the Strait of Hormuz in 7 days](https://www.msn.com/en-us/news/other/iran-has-suggested-a-deal-to-reopen-the-strait-of-hormuz-in-7-days/ar-AA2cXQeQ?ocid=BingNewsSerp)
https://www.msn.com/en-us/technology/biotechnology/novo-nordisk-to-pay-up-to-1-3-billion-for-nanexa-s-drug-delivery-technology/ar-AA2cWFKm
https://www.msn.com/en-in/news/other/singapore-unveils-world-first-biological-data-centre-with-16-million-living-human-neurons-powering-20-computers-in-a-landmark-moment-for-ai/ar-AA2aMAgW
#S&P bond ratings: Canada = AAA, America = AA+ #Canada wins LMAO🤌🇨🇦
[Exxon nearing deal to invest in Venezuela oil fields - WSJ](https://www.msn.com/en-us/money/investment/exxon-nearing-deal-to-invest-in-venezuela-oil-fields-wsj/ar-AA2cmOAm?ocid=BingNewsSerp)
[Oil falls on report Asia will import highest volume of crude since start of Iran war](https://www.msn.com/en-us/money/economy/oil-falls-on-report-asia-will-import-highest-volume-of-crude-since-start-of-iran-war/ar-AA2cQT90?ctsrc=dgst&ocid=edgntpruby&pc=HCTS&cvid=6ab4a7819c3946b280eb018910a412d7&uxmode=ruby&ei=7)
[The secret fleet breaking Iran’s grip on Hormuz](https://www.msn.com/en-us/news/other/the-secret-fleet-breaking-iran-s-grip-on-hormuz/ar-AA2cAX07?ocid=UE01DHP&pc=UE01&cvid=b6614799f6984135ddf2aa289ac3b24f&ei=26)
[The secret fleet breaking Iran’s grip on Hormuz](https://www.msn.com/en-us/news/other/the-secret-fleet-breaking-iran-s-grip-on-hormuz/ar-AA2cAX07?ocid=UE01DHP&pc=UE01&cvid=b6614799f6984135ddf2aa289ac3b24f&ei=26) (*The Telegraph*, not Fox)
The CEO of Chevron mentioned release from strategic reserves, commercial inventory drawdown, and crude from vessels at sea as mechanisms to moderate oil price. He did not mention anything about ramp-up in supply. While the exact increase in production doesn't seem to be known, here is a discussion of it, at least for the US: [How Much Has U.S. Domestic Oil Output Increased Since ...](https://factually.co/fact-checks/finance/us-domestic-oil-output-increase-since-iran-conflict-44b885) Verifiable information is hard to get because of the Iran conflict. From my reading, though, researching my own oil investments, when oil executives have held back on going hard to ramp up production, it has been because this is a *supply shock* and not a *demand shock*. If the Iran war ends, they are basically afraid of being left in an oversupply situation. Also as food for thought, The USA imported oil worth $5.83 billion from Venezuela in the first half of 2026 when total imports were $3.38 billion for all of 2025. [US Oil Imports from Venezuela: Latest Trade Data & Oil Deal Impact - Our Blogs - US Trade Data Blogs: Latest Trade Insights](https://www.usimportdata.com/blogs/us-oil-imports-from-venezuela-2026-oil-deal) [Chevron (CVX) Supercharges its Venezuela Bet with More Oil Rigs](https://finance.yahoo.com/energy/articles/chevron-cvx-supercharges-venezuela-bet-151837921.html) [Exxon is nearing preliminary deal to invest in Venezuela’s oil fields](https://www.msn.com/en-us/news/other/exxon-is-nearing-preliminary-deal-to-invest-in-venezuela-s-oil-fields/ar-AA2cn37L?ocid=BingNewsSerp) [Billionaire Harold Hamm Makes Deal to Explore for Venezuela Oil](https://finance.yahoo.com/energy/articles/billionaire-harold-hamm-makes-deal-171809886.html)
I mean, its not shocking that theyre gonna get most of these contracts. Comparing them to their competitors is like comparing the Dodgers to a AA team.
Canada credit rating AAA USA credit rating AA+
I've met so many dudes in AA like Kash Patel. He's due for a DUI within 6 months.
Biden actually did drain more from the SPR than any other president. https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=MCSSTUS1&f=M And also Trump wanted to fill it in 2020 when oil dropped to zero from covid but democrats wouldn't let him. https://www.msn.com/en-us/money/general/democrats-killed-trump-s-3b-plan-to-fill-the-oil-reserve-at-20-a-barrel-in-2020-now-it-s-at-its-lowest-since-1983/ar-AA2bFXjC Having said that, all the current oil problems are mostly Trump's fault.
Might not be so easy to "swoon" the politicians. Gov. Abbott of Texas has cracked down on data centers, saying they must produce their own electricity and not push their needs off onto residential customers. Also James Talarico is running to be a blue Senator in a very red state and is neck and neck with the Republican candidate, with data centers being used to draw a contrast between the two candidates. [Talarico slams Paxton on data centers, defends filing 2021 bill to require large reductions in greenhouse gas emissions](https://www.msn.com/en-us/news/other/talarico-slams-paxton-on-data-centers-defends-filing-2021-bill-to-require-large-reductions-in-greenhouse-gas-emissions/ar-AA2bFahK?ocid=BingNewsSerp) Nobody in their right mind could say that Texas is not at the forefront of the AI issue, and at the forefront of tech generally.
I’ve cornered the market on Hinge women in AA
Like AA, moving on from Tilray feels like a 12 step process! Going to give a three more quarters to see if Simon's CPG plan can finally come together. In the meantime, looking for places to invest outside of this god awful sector. I think its been so terrible primarily due to government. Many States legal, but not federally. Hemp loophole, S1 vs S3, SAFE, SAFER, MORE, and 280e. They've created a quagmire.
I could not see the us maintaining the AA+ rating if rates are cut.
I appreciate what you are saying here. Perhaps I should have paid more attention this time last year! If I can make an AA analogy...I think I am somewhere between Step 6 and 7.
You've never been to an AA meeting or any drive bar of alcoholics? And you can't notice there's some very non fitness type people?
NEW PORT IS AS FOLLOWS: (in order of position size) UBER; DASH; CRWV; GRAB; PATH; AA; RIVN; BWET; SMCI
You need international stocks. International stocks beat VTI and QQQM in 2025 and international stocks continue to beat US stocks in 2026. US vs international stock outperformance is cyclical. After an unusually long (16 year) cycle of US stock outperformance that cycle appears to be over. You should have 25-35% in international stocks continue. reddit will recommend VXUS but I prefer VYMI. forward. **Vanguard projects international stocks will beat the US for 10 years.** https://www.msn.com/en-us/money/other/vanguard-projects-international-stocks-will-beat-the-us-for-10-years-here-are-3-etfs-built-to-capture-that/ar-AA200o0l **Investors who stay "close to home" may miss growth opportunities** https://www.fidelity.com/learning-center/wealth-management-insights/international-stocks **2026: International Stocks Seem Set to Shine** https://www.schwab.com/learn/story/2026-international-stocks-seem-set-to-shine **The Case for International Equities** https://www.dodgeandcox.com/individual-investor/us/en/insights/the-case-for-international-equities.html
Rate my port (just bought all of these tonight) - UBER, PATH, AA, RIVN
Man portable antiship and antiair rockets, cheap drones, mobile artillery. They've stayed largely out of direct conflict while Hezbollah and Hamas got hammered and now they're on the offensive with relatively fresh stockpiles while Saudi's AA stockpiles are low due to Iran. They're a problem for anyone trying to get around Hormuz by land or sea.
The Trump administration has been finding money in the federal government and squirreling it away for the last two years to use for items in his agenda, such as the recent proposal to pay directly stay-at-home parents. IMO they have quite a pool of money at their disposal and will deploy it tactically, as here, timing to most effectively accomplish their policy agenda. In fact poorer people are finally beginning to see some headway, likely because of no tax on tips and no tax on overtime. [Lower-income wages are rising faster than the 'K' economy](https://www.msn.com/en-us/money/economy/lower-income-wages-are-rising-faster-than-the-k-economy/ar-AA2bIjFr?ocid=BingNewsSerp) Pres. Trump sees himself as CEO and American citizens as his shareholders, note the word he used, "dividends." The narrative is that capitalism isn't working for people. What if it did?
surprisingly only $1999.99 - though still no charger as per their so-called "environmental policy" So they don't give you the charger, but make the phone twice a big with far more components that a small charger. What a joke. Do they really think consumers are that stupid? [https://www.msn.com/en-gb/news/other/apple-announce-brand-new-flip-phone-unlike-any-iphone-ever-released/ar-AA2bTc2B](https://www.msn.com/en-gb/news/other/apple-announce-brand-new-flip-phone-unlike-any-iphone-ever-released/ar-AA2bTc2B)
Crazy part is algos will pick this up as AA. Good thing markets closed.
Um AA flies about 200 Bombardier jets.
The world’s largest GDP with the ability to tax its citizens to pay the bills being run up by the world’s biggest scumbags. So yeah, a highly liquid douchebag government that can still easily pay its debts, AA feels about right. Those dollars will be worth less, but the debts will be covered.
I would believe in AA had ne not created APE, and then converted APE into AMC shares to dilute. And then continue to dilute on every single run to the upside. All to maintain his high salary, and then even get a salary INCREASE as the company's balance sheet kept looking bad.
AA vs Vlad wasn’t on my bingo card
I don’t see how S&P can maintain AA+ stable with that deficit and all the other crap going on. Stronger credit my ass.
Boomers were given AA on an AKK board. We were given 72. So yea, we're gonna have to bluff our fucking ass off if we're going to make it.
Dude relax I’m going to sell my APE NFTs for millions when AA takes us to the moon
Check out the AA website and try a meeting. Or whatever your addiction is there are tons. Feel free to dm me if you wanna talk. Ive been there. You got this buddy
[The rise and fall of Reddit explained | Watch](https://www.msn.com/en-us/news/other/the-rise-and-fall-of-reddit-explained/vi-AA1WGfG9?ocid=msedgntp&pc=HCTS&cvid=6a9827014eec42c78d7a5f9bc52ce5c6&ei=14)
Not necessarily. If the $ inflation is high (say, 4%), then a 5% T-bond might carry a small country risk and the true risk free rate. US us still rated AA-, so the default risk is not completely zero, but very close to it.
I went heavy into AA and CLF because they are big in the metal supply chain, AA just got into the gallium production. I'm holding and at a loss rn but I think long term materials and solar are low risk option if you want to avoid any AI stuff.
Buy some very long term AA or better corporate bonds paying 6%. Better than TLT in my opinion.
[https://www.msn.com/en-us/news/other/us-strikes-iranian-rocket-launchers-official-says-marking-first-attack-in-a-month/ar-AA2bdEaV?ctsrc=dgst](https://www.msn.com/en-us/news/other/us-strikes-iranian-rocket-launchers-official-says-marking-first-attack-in-a-month/ar-AA2bdEaV?ctsrc=dgst) Iran’s Islamic Revolutionary Guard Corps vowed retaliation on Sunday after accusing what it described as a “US-Zionist enemy” of carrying out an attack on Larak Island that it said resulted in casualties among Iranian forces and civilians.
Nvidia is AA which makes it well into the investment grade range.
If OP stops by an AA meeting first OP might be able to trade a coin for a free beer.
>My question to the community is what do you think the catalyst will be for the pop and when will we see it? My base case: OpenAI's bankruptcy or severe financial hardship. I have no idea when, but I have a good idea of how. OpenAI has been spending boat loads of money and is driving huge amounts of business for semis (mainly Nvidia) and hyperscalers. Additionally, we have more and more circular deals and residual value guarantees. As the AI space becomes more and more interconnected, the credit quality of AA giants becomes dependent on its weakest link: a startup that last quarter lost $1.90 in operating profit for every dollar they made. It's no secret that OpenAI blows through billions of dollars a year and is getting their clock cleaned right now by Anthropic. Not to mention low-cost Chinese competition. In my view, I think it's very likely that financiers look at AI's finances and business and cut them off, giving their money to Anthropic or something else instead. That'll be the death of them. If/when this happens, I haven't a clue. In that scenario, Nvidia pays $105 billion in liabilities and loses a huge chunk of their business. Microsoft and other hyperscalers also lose business and they can't use those profits to pay for their massive capex, substantially weakening their cash flows. With Nvidia and the hyperscalers hit hard, their equities plummet, as does the value of their debt which is a huge part of the bond market now. This triggers a bear market that triggers a recession.
That was Drunckenmiller's point in his WSJ article ~ the market determines the rates, short term moves like this only help the politicians for the midterms: https://www.msn.com/en-us/money/economy/stanley-druckenmiller-takes-aim-at-former-colleague-scott-bessent-over-bond-buybacks/ar-AA2aYWRL?ocid=BingNewsSerp
Yes to long-short etfs. Keep a largish cash war chest. Diversify holdings to include gold, commodities, foreign equities, currencies, and some domestic bonds, maybe digital assets. None of these are easy and require careful picking and/or timing. For example, because of private credit and the AI trade, it’s hard to know which corporate bonds are really safe; if CDSs are saying ‘danger’ while the bonds are rated AA then you know the rating is rubbish… It’s worth remembering that foreign bond ratings may be less vulnerable to our corrupt rating process as well. Timing commodities can be challenging around the point of inflection during recovery from a financial crisis. Long bonds swing wildly during the GFC and after but enjoyed overall a long upward trend during the low interest rate environment after. Gold peaked previously in 2011 and 2020, 4 and 1 yr respectively after the onset of crisis. George Gannon remarked that he uses the indices as a positive hedge against any bad choices he makes in his shorts and chooses his shorts based on which equities are most cyclical, ie, which dive the most during any downturn, irrespective of cause. That makes sense to me, but I am not a financial guru and this isn’t financial advice. I try to avoid fashionable stocks where fanboys drive the price; the irrationality burns short attempts. Tom from FXEvolution advocates following the flows, which implies monitoring sentiment, since volume reflects sentiment — another thought as to how and when to short. FWTW…
Live in an area where demographics are 53% AA and the Wingstop was always packed nightly between 2024-25. Past 2-3 months it’s been a ghost town
is AA a good overnight hold or shall I sell
My large position in $AA is fucked. My DCA is \~54.5 a share. The irony of my largest position tanking when the trade deal went through is ironic. I guess you could say I'm BOGGED down. https://preview.redd.it/zw5v4e4w6dlh1.png?width=3120&format=png&auto=webp&s=d98801a917cdbade6ed8508ecadbaa21a652084e
I like to find AA coins on bar floors and sell them on eBay for a huge profit
I like to buy AA coins on EBay just to pull one out at the bar, say “won’t need this anymore!”, then throw them on the ground.
https://m.youtube.com/watch?v=S0MP7Flj6AA 🥹
[Canadian prime minister suspends trade talks with US., setting new 50% tariffs in motion ](https://www.msn.com/en-us/news/world/canadian-prime-minister-suspends-trade-talks-with-us-setting-new-50-tariffs-in-motion/ar-AA2aH3MW?ocid=BingNewsSerp)
Self driving cars. 500 Falcon 9 safe landings with boosters that have flown 30 times. Snatching rockets out the air. Starlink is being installed on AA and UA fleets, also Lufthansa. Yeah he is just a deluded dreamer
The S&P will downgrade the U.S from AA+ to AA on Sunday night citing brutal debt, political polarization, failure to stabilize budget deficit and S&P will plunge 10% on Monday
I can't anymore. I'm done gambling I'm going back to AA lol
Forget this noise it's really just AA Alphabet Apple
Other nations as a whole owned 9.489T in US bonds in February (roughly 25%) when it was at their peak. Since the start of the war through June (latest data in source below), other nations have sold off about 190 Billion to fall to holding 9.299T. Of that cumulative 190B sold in the world, Japan accounts for 123B since the start of the war. So, the US is going to market without foreign buyers, and on top of that Japan is sitting at the front gate trying to sell their existing notes to the same people heading inside the market. At the exact same time, hyperscalers that have been cash flow positive for the better part of 25 years are issuing AA+ investment grade bonds to build data centers that also compete with treasuries. There are 1) less buyers, 2) existing notes being resold, and 3) competitive corporate bonds. Bessent is trying to counter 2 with the repurchase program that churns them into short term bonds. I don't see any catalysts to slow 1 and 3. Source: https://ticdata.treasury.gov/resource-center/data-chart-center/tic/Documents/slt_table5.html
Trump tarrif news is tanking my $AA and $CLF stock
No, you said you want to change your AA because this one fund is performing poorly. That's called market timing. The non-market-timing move is to continue with your previous plan, sticking with your AA and rebalancing every 3 months or whatever it is that you do. The moment you talk about a fund being down and therefore you want to change your AA, you are in the market timing zone. I don't know how this is rocket science to you. What you change doesn't matter, the reason why you changed is the only thing that matters and there is no way to escape being called a market timer when "this fund is down" is why you want to change your AA.
You are reading something I'm not writing. At what point did I talk about changing one bond fund for another? What I said is changing your AA, which is what you do when you change anything to anything. Changing your AA because you feel bad about the performance of part of your AA is market timing plain and simple. Go back to Bogleheads and ask them if you don't believe me. I have no love for that echo chamber, but they at least know what it means to do market timing there.
If you were changing your AA because you don't think this strategy meets your goals without thinking about how one specific fund is underperforming, that's fine. Thinking a lot about how one fund is underperforming, then deciding to change your AA, that's market timing. Would you be wanting to change your AA if this one fund was performing significantly better? Probably not. Therefore, market timing. You are just making excuses.
You have 10% of your portfolio in BND, ok. Why do you want to change that if not for market timing, then? How is it not market timing if you keep talking about how this one fund is down in the OP? Changing your AA when something is down is called market timing, literally. That's what market timing is. I do time the market and I think anyone would call it successful if they looked at the numbers.
Need $AA to go up $4
I was in vegas over the weekend. Went all in with KK preflop and lost against AA :kek: :belt:
God is good, my $AA is going back up to being less of a loss. Now I just need that shit to hit PUMP harder so I can go into REIT.
Maybe we can only refrigerate one quarter of each cheese, and sell the whole wheels as AA+ refrigerated.
You aren't doing passive investing if you are trying to go in and change your AA for no good reason. Sounds like you want an excuse to be a market timer. As somebody who absolutely DOES time the market, you should absolutely be honest with yourself and you should absolutely look at the statistic for what % of people lose money when they attempt to do market timing. The % chance is extremely high, and the % chance that you are that person is equally high.
https://www.msn.com/en-us/money/economy/weapons-of-self-destruction-americans-are-now-borrowing-more-money-to-bet-on-stocks-than-borrowing-on-credit-cards/ar-AA2aerIS?uxmode=ruby&cvid=6a82ea04be9f44139a54910421387418&ocid=edgntpruby&pc=NMTS&ei=20
I believe in diversification, but I don't believe in bonds. At least not until yields jump a few more percentage points. We had an entire financial industry pumping up the virtues of the 60/40 portfolio for decades. While this is true, they omit the fact that bonds are going to look good when you're coming off 20% short term interest rates in the early 1980s and look like shit when coming off 0% interest rates in the 2010s. Even though 4-5% yields might feel high compared to the last decade, these are still historically moderate, even low levels. Meanwhile, there are multiple inflationary pressures, no urgency to cut back on debt, and money printing is out of control. Technically, the government still has a AA+ rating because its default risk is low, but only because they can print more paper and inflate their way out of this debt, which is the true risk to fixed income. Meanwhile, hyperscalers with much better balance sheets--and in many cases--better ratings are issuing corporate debt at slightly higher yields. Not remotely interested until we get 8-10% yields.
"who knows.. me and Iran.. I think we bombarded them, they're on the brink" Next week "Iran, Iran. they've mobile AA units.. I believe we're gonna hit them hard, should have a deal in a couple days".. etc
Autistic Analysis (AA)
How to is US still AA+? Shit should be A- at best
AA action as expected...dumpity dump
>*Echoing Palworld dev, video game lawyer says all her clients have anti-AI contracts because gamers hate it and it's a copyright landmine: "I think we're going to see lawsuits"* >Video game lawyer Haley MacLean has seen such a sharp rise in anti-AI wording in the game dev and publisher contracts she reviews that virtually "all" of her clients now explicitly oppose the tech. >Speaking with GamesRadar+, MacLean, a corporate IP lawyer and head of video game practice at Voyer Law, explains just how common clauses banning generative AI have become. >**MacLean frequently deals with publishing agreements for "indie up to AA" studios. These spell out "the services that the publisher is going to offer in exchange for [revenue] share." And in these agreements, more developers and publishers are pushing to completely forbid any use of generative AI, she says.** >"It's turned around, especially in the past year. I would say about two to three-ish years ago, you'd see a little bit of it," she says of anti-AI clauses. "But in this last year alone, it's gone from being in a decent chunk of agreements, maybe the more risk-averse publishers are sticking in 'no gen AI' clauses, and sort of trickled down to, 'The big guys are doing it. We should do it too.'
>*Echoing Palworld dev, video game lawyer says all her clients have anti-AI contracts because gamers hate it and it's a copyright landmine: "I think we're going to see lawsuits"* >Video game lawyer Haley MacLean has seen such a sharp rise in anti-AI wording in the game dev and publisher contracts she reviews that virtually "all" of her clients now explicitly oppose the tech. >Speaking with GamesRadar+, MacLean, a corporate IP lawyer and head of video game practice at Voyer Law, explains just how common clauses banning generative AI have become. >**MacLean frequently deals with publishing agreements for "indie up to AA" studios**. These spell out "the services that the publisher is going to offer in exchange for [revenue] share." And in these agreements, more developers and publishers are pushing to completely forbid any use of generative AI, she says. "It's turned around, especially in the past year. I would say about two to three-ish years ago, you'd see a little bit of it," she says of anti-AI clauses. "But in this last year alone, it's gone from being in a decent chunk of agreements, maybe the more risk-averse publishers are sticking in 'no gen AI' clauses, and sort of trickled down to, 'The big guys are doing it. We should do it too.'
I'm 95% in on AA....got in at 53.5 a share.....fuck me https://preview.redd.it/u6as5kv7n6jh1.png?width=3120&format=png&auto=webp&s=327a0d92fc94a10d7705a5e96eaf18e74312a8b1
good read about hidden inflation that persists in the market https://www.msn.com/en-us/money/general/your-household-may-feel-it-clorox-hit-by-200-million-in-inflation/ar-AA29Q9mg?ocid=msedgntp&cvid=be5186f3c757452add20e77f8397e2c6&ei=4
Iran is using this war to blackmail the GCC into paying them so that they stop attacking. I think UAE at least complied, not sure about others. However, a few billions here and there will do nothing to help Iran's economy that is in free fall. Inflation is currently between 60-90%, with food specifically at 120%. Iran also needs money to rebuild and replace all the missiles and factories that got destroyed, which means no money for the country itself (not that they have much to begin with). Iran's control (hostage) of Hormuz will become less relevant in a few years. Once the use of Hormuz is no longer relevant, Iran will have no more cards to play. China may donate a few weapons here and there, but not even China and Russia will give them top of the line AA weapons to deter US strikes, since US can and will analyse and counter them.
Staying up all night hoping AA swings up to 60 a share by the end of the week. Asking myself why I got tobacco shares when I don't smoke and am 4% down on that shit. Wishing my paycheck had multiple commas in it.
Opus is not 'previous gen'. Opus 5 was released after Fable 5. Introducing a new class of premium model is not Anthropic jacking up prices...its introducing a premium tier. Costs of its products have been going down. > implementing mechanisms to eat more tokens per action. Again, dont invest in things you dont understand. And be aware of confirmation bias. You are not accounting for capability increase in models. Opus 4.8 max: Cost per task - $1.80 AA index - 56 Opus 5 max: Cost per task - $2.03 AA index - 61 ... so effort for effort it got more expensive... ...now consider Opus 5 Xhigh... Opus 5 xhigh: Cost per task - $1.56 AA index - 60 So you get better performance AND cheaper cost per task in 5 xhigh than 4.8 max. So again...you are wrong.
https://www.msn.com/en-us/money/companies/contractor-says-musk-companies-owe-him-600m-for-memphis-area-data-center-work/ar-AA29lfe7
This why he has military radars and AA missiles following him around the golf course?! Cause he's winning?!
Silver Miners (PAAS, EXK) Aluminum (AA) Corn futures (CORN)
Full ported 80% into AA shares. Trading view shows good upwards outlook at the 1 year and my technical astrology says this shit is me buying before a moonship. Was already in AA but wanted more slices of the pie and so I expect at least a 10% alpha. https://preview.redd.it/trsut6gizsih1.jpeg?width=1080&format=pjpg&auto=webp&s=bd4475de559581370a342203d535c20ace751d4b