GS

12zoro

How high do we think GS will go? Tempted to buy puts at this level. Thing has gone up 60+ last year and is not 40+ this year.. I don't see its EPS or revenue anywhere close to that justification

leomeng

Mega sized positions in GLD GDX SLV PAAS SILJ XLF GS RKT We are going to Valhalla tomorrow.

trumpdiego

this is literally from a GS newsletter

Beginning-Fig-9089

see even GS is aware theres a possibility of a rate hike

Valkanaa

They return a dividend, they could either increase it or issue a special dividend. Several other large banks are also doing buybacks this year (GS for one) and I wouldn't call them particularly undervalued either. For banks P/E isn't very useful, you should compare them P/B.

Longjumping_Touch_58

Not in one trade bro 🤣. Most I did in 1 trade was like $44 to $2,000 on a $GS call on 4/9 (when trump said “it’s a good time to buy”)

steiner_math

[https://pbs.twimg.com/media/GS-i-75bIAA03aq?format=jpg&name=900x900](1) [https://pbs.twimg.com/media/GS-i-76bIAEu8dC?format=jpg&name=large](2)

leomeng

I may be regarded, but I am absolutely loaded on: IBIT, ETHA, GLD, GDX, SLV, PAAS, SILJ as well as GS XLF C

IggysPop3

No. But you can roll up and out until you can’t. You’ll at least increase your profit - especially if you do it for credits. Eventually, if RDDT keeps going up - it’s going to pass you Never sell calls against stock you wish to keep. I learned this lesson the hard way. Here are a few of my experiences: Bought 300 shares of GS at $175. Figured I’d sell calls and roll the premium into additional shares (GS paid a nice div). GS jumped faster than I could roll. At a certain point, time value = shit, and in my case - my shares were called away 2+ months before opex. Bought 100 shares of AVGO at $370 (the first time it was at $370). I’m currently rolled out deep ITM calls until June of ‘27. I am short 10 calls because the stock split. Just don’t. Not unless you are happy with your stock getting called away regardless of how it performs.

Xtianus21

Thought for 2m 27s Got it—here’s a **BS check** on that reply, fast and surgical: * **“Your MW numbers came from nowhere.” → Wrong.** **CRWV** ended Q2 with **\~470 MW** and says it’s on track for **>900 MW by YE’25** (company transcript). Q4 Capital **NBIS** publicly guides **\~100 MW in 2025** (Vineland phase 1) and **targets \~1 GW by end-2026** (IR/news). Data Center DynamicsNebiusReuters * **“Use EV/NTM, P/ARR is unsound.” → Overstated.** P/ARR is **non-standard** and ignores capital structure—but it’s not “invalid” if used consistently. EV/NTM Revenue is cleaner; calling P/ARR “unsound” is rhetoric, not a factual error. * **“NBIS is 11.35× TEV/NTM vs CRWV 9.97× (CapIQ).” → Unsupported as stated.** Could be true, but it’s **uncited** and depends on **proprietary estimates**; no public source given. If you want to use it, **show the inputs** (NTM rev, net debt, options). No source = hand-wave. * **“CRWV interest $260m vs NBIS $4.6m proves your multiple is bad.” → Partly right, partly spin.** Facts: **CRWV Q2 interest expense = \~$267m** (company), and NBIS shows **\~$4.8m** in its Q2 release tables. Those numbers are real; the leap to “P/ARR is bogus” is **opinion**. Q4 CapitalBusiness Wire * **“$105.1m is NBIS group revenue—you mislabel it as cloud.” → Fair.** NBIS’s **Q2 $105.1m** is **group** revenue; the release does **not** break out “cloud only.” Your earlier wording should say **“group”**, with AI infra as the growth driver. [Nebius](https://nebius.com/newsroom/nebius-reports-second-quarter-financial-results-and-raises-arr-guidance-for-2025?utm_source=chatgpt.com) * **“GS report says Finland triples, UK cluster, co-los (KS/IS/Paris), 1 GW by ’26.” → Directionally right, not unique to GS.** Public NBIS sources already say **Finland → 75 MW**, **UK Blackwell cluster live Q4’25**, **Kansas/Iceland/Paris co-los**, and **1 GW by 2026**. Nothing here debunks your capacity-gating thesis. Nebius+4Nebius+4Nebius+4 * **“NBIS is 20% more power-efficient from custom racks.” → Marketing claim, not a hard audited fact.** NBIS cites **\~20% lower TCO/energy** in PR/sustainability materials; treat as **company claim**, not an independent benchmark. **Net:** They landed a fair hit on your **“cloud vs group”** label and (reasonably) prefer **EV/NTM** over **P/ARR**. But calling your MW math “made up” is **just wrong**—both companies’ capacity roadmaps are on-record, and your **capacity-gated revenue** point still stands.

checazzo01

Regards, this guy is a bag holder. He is also an ACHR investor - that should tell you about his DD rigor. Below is a rundown on why this guy is talking BS. So what is your thesis? CRWV to the moon and NBIS is going bankrupt? Is this survival games where only one comes out as a winner and the other is dead? I mean where do I even start - there are so many holes in the AI slop you've posted on here. First of all, a P/ARR is an extremely strange and unsound multiple to use. It seems you know nothing about corporate finance and valuation theory. I won't give you a full on course here, but it would make much more sense to use an EV/ARR multiple because a a P/ARR multiple ignores debt and cash (core to the valuation of companies espescialy those with different capital structures). I imagine you are doing this intentionally because CRWV had a net interest expense of $260m (21% of revenues) in Q2 2025 while NBIS had $4.6m (4.5% of revenues). Regardless, it makes even more sense to use a TEV/Revenue NTM multiple given markets are forward looking and much of the gain in the price of NBIS is forward looking given the MSFT deal priced into share price but not financial statements. Here, NBIS is 11.35x and CRWV is 9.97x so NBIS is very slightly overvalued compared to CRWV. This is according to yesterday's prices and the data is from CapitalIQ. Next, where the hell are you getting the MW capacity numbers from? "Now, I am not totally sure what Nebius's current standing powered shell capacity" ah ok they are coming from your ass. I implore you to look at the GS initiating coverage report on NBIS for more accurate estimates of capacity and their avenues for further expanding capacity. The Finnish data center is going to have triple its current capacity in addition to the NJ facility with 100 MW by eoy. Then, NBIS is also launching a GPU cluster deployment in the UK and there are some co-location centers as well (Kansas, Iceland, Paris). Note that this report was made before the MSFT deal announcement, where they also announced future financial facilities to keep up with MSFT's demand. Their projection for end of 2026 is 1 GW. On top op this, they are up to 20% more power efficient than competitors because they are able to customise their hardware racks. Something you did not account for in your calculations. Additionally, I imagine you have forgotten the other businesses under the NBIS Group umbrella. The $105.1m number you misleadingly write as cloud revenue is revenue from the whole group. Great job tinkering around with whatever AI you use, but your entire analysis is dogshit.

checazzo01

So what is your thesis? CRWV to the moon and NBIS is going bankrupt? I mean where do I even start - there are so many holes in the AI slop you've posted on here. First of all, a P/ARR is an extremely strange and unsound multiple to use. It seems you know nothing about corporate finance. I won't give you a full on course here, but it would make much more sense to use an EV/ARR multiple because a a P/ARR multiple ignores debt and cash (core to the valuation of companies espescialy those with different capital structures). I imagine you are doing this intentionally because CRWV had a net interest expense of $260m (21% of revenues) in Q2 2025 while NBIS had $4.6m (4.5% of revenues). Regardless, it makes even more sense to use a TEV/Revenue NTM multiple given markets are forward looking and much of the gain in the price of NBIS is forward looking given the MSFT deal priced into share price but not financial statements. Here, NBIS is 11.35x and CRWV is 9.97x so NBIS is very slightly overvalued compared to CRWV. This is according to yesterday's prices and the data is from CapitalIQ. Next, where the hell are you getting the MW capacity numbers from? I implore you to look at the GS initiating coverage report on NBIS for more accurate estimates of capacity and their avenues for further expanding capacity. The Finnish data center is going to have triple its current capacity in addition to the NJ facility with 100 MW by eoy. Then, NBIS is also launching a GPU cluster deployment in the UK and there are some co-location centers as well (Kansas, Iceland, Paris). Note that this report was made before the MSFT deal announcement, where they also announced future financial facilities to keep up with MSFT's demand. Their projection for end of 2026 is 1 GW. Additionally, I imagine you have forgotten the other businesses under the NBIS Group umbrella. The $105.1m number you misleadingly write as cloud revenue is revenue from the whole group. Great job tinkering around with whatever AI you use, but your entire analysis is dogshit.

grackychan

Release from conservatorship and uplisting to public exchange (NYSE). Trump summoned BAC, JPM, C, WFC and GS CEOs in August to the White House to hear their plans to underwrite an IPO for Fannie and Freddie. Scott Bessent has said the IPO will likely be worth north of $500 billion, reflecting a significant premium from current prices.

Revolutionary-Fox622

Yeah the retina display was big at the time, and the 4 as a whole was a monumental jump from the 3GS even if it brought on antennagate. Arguably the 4 was what set the tempo for, sadly, all phones through today with the metal and glass design. For comparison on screen density though, the original Galaxy S by Samsung (released in June of 2010) and the HTC Evo 4G (also released in June 2010) were both 480 x 800.

SentenceLoose2629

I did and entered GS

SentenceLoose2629

$GS is going to rip 5% and I’ll cum

Remarkable-Drive3503

What is this bullshit GS Communacopia + Tech garbage. Nothing moves...MOVE! Move UP preferably wtf? You drag the CEOs/CFOs to do a dog & pony show for you and you can't get the investment community to give them a tree fiddy bump? WTF?

jnas_19

Nvidia exec says co has received H20 licenses for several key customers in China – GS conf

WickedSensitiveCrew

GS/MS/JPM is corruption.

WickedSensitiveCrew

GS/MS/JPM make money on the majority companies going public. So when your Canto funds example goes public they have to go through GS/MS/JPM. You say screw it but GS/MS/JPM are at all time highs due to this.

gamjatang111

well last week GS note had oil around $50ish

WickedSensitiveCrew

When the IPO market is hot, the consistent way to play it is through the investment banks and underwriters – Goldman Sachs (GS), Morgan Stanley (MS), JPMorgan (JPM), etc. They earn fees every time they bring a company public, so they’re the real picks-and-shovels of IPO activity. You could also include the exchanges (Nasdaq: NDAQ, NYSE/ICE) since they benefit from listings and higher trading volumes. BX and APO are in a different lane. They can benefit indirectly if their portfolio companies IPO successfully, but that’s lumpy and depends on timing. Their earnings are driven more by fundraising cycles, deal activity, and asset valuations than by whether the IPO calendar is hot in general.

330d

no no no, you see GS clients want it cheaper, so the shakeout will continue.

BuySlySellSlow

GS

kjuneja

GS thinking they are smart by rephrasing the Gartner Hype Cycle. AI is obviously at peak expectations. Only down to go from here and then slowly back up when gains are realized

ProofByVerbosity

That makes sense. Although i base my question on actual actions. Not as much GS but JPM is well known for shit talking things they are buying in the background.

Nosemyfart

It depends. Historically, reddit has mostly maintained the thought that companies like GS would say something like this to drive prices down for their own gain (to buy at lower prices). But, now it's different since today's reddit shares the thought that AI is a huge bubble. So, today, GS is a good guy.

moazzam0

GS: Buy the dip! What dip motherfucker?

Lionel-Chessi

Everyone always wants a piece of the pie, getting that piece is a different story. Look at the revenues of companies like GS, Alo, Vuori, etc. and look at Lulu which is still somehow growing against literally all odds. Like I said, retail will die with Lululemon...do you envision retail ever dying?

OmahaOutdoor71

That's just not true about the other 480 stocks being negative. Mcdonalds, CAT, GS, Blacrock, Texas Instruments, Lowes, the list goes on and one. None of the previous companies are in the top 20 and they have done very well. You could cherry pick dates, like TXN did bad during X time, but over the long period, all these have done exceptionally well and are not in the negative.

shasta747

Back in my years, only a few of us in CS cleared Jane Street, them and D.E Shaw are the toughest ones to get in and my CS dept is no slouch. Two Sigma is much easier, GS is a joke LOL

No-Time-7169

Stupidest comment ever. a) that you worked at GS and when and what is completely irrelevant. Apparently it did not improve your situation in terms of communication and logical reasoning b) please leave the choices of whom to donate to, how much, and how, to the people, it's their private affair. No need to make empty promises about God rewarding someone when they donate. Sometimes God intervenes sometimes not, certainly not when you call for God to play some magic tricks

WickedSensitiveCrew

I’ve been wanting to get back into GS with IPOs picking up again, but I missed the April 2025 dip because I used that cash to buy other stocks.

chopsui101

GS, NDAQ, SPGI, MSCI, IBKR, SCHW......something alone those lines.

sNeKbIt99

Hedges and GS also bought... according to 13f. Gonna.be big.

rc22cub

Same man. Clearly we both have experience here. Typical tracking error is 30-40bps especially with his positions he already has. EV and GS are both fine options. Not sure how you think it makes zero sense, it’s a good choice even if it’s not perfect. I don’t disagree that SMA fee + advisor fee will still put him off performance wise but for his income, having an advisor will benefit him in other areas and will be well worth it.

mathboom123

Citibank and GS gangg

DFW_BjornFree

I'm a real person Scalp GS/ES on the 15 second chart while keeping the 5m and 15m charts open on the side.  I barely touch 0dte now that I've realized how much better futures are.  Imagine all the leverage of an option with zero theta decay.  Obviously futures have more risk than options but the trading is so much more simpler just use a stop loss and a take profit

KindOfCoolGuy

It worked but then GS did a massive share offering just in time to kill all momentum

Phantomofthecity

Dow Jones to 50k and Goldman Sachs to $1000. GS the obvious boomer play.

Reuters-no-bias-lol

Long on NVIDIA, AMD, HOOD, RDDT, GS, JPM, GOOGL, APPLE, MSFT, META, LLY Have fun losing money. 

Homeless-Coward-2143

I don't hate the idea of the US taking stakes in businesses, but only because the alternative is us giving them all the money they want anyway. I know mango hates like JPM and GS for not giving him loans. If he either let's them fail or essentially nationalizes them with bailout stakes, I'd at least think "heh" as we descend into facism.

Rare-ish_Birb

GS saying S&P could breach 6900 this year. BofA saying we're already at the top 6500. Calls for NVDA earnings I guess, since implied move is only 6.8% and that seems too low.

sherkhet

$GS will never sell. If anyone knows how markets move and how to make $ it's these guys. So instead of fighting the system I just invest in it. Got hate the player - hate the game.

Opportunist_Ad3972

It seems like a big principal. It should work to earn a lot. But the following is also a reality. * in the grand scheme 5M is not a big account for seriously qualified and personalized money management. It’s enough for the garden variety of Schwab, Fidelity, GS etc. * the above manage wealth with general rules. They’ll charge a modest 0.8 to 1.25% AUM going straight from your portfolio every year. 40k to 62.5K gone every year just fee. * If you want rule breakers, there Will be many happy to take your money. You may get lucky. But skilled money managers have not beaten the S&P. The portfolio will also be too volatile to provide stable income to live off. If it’s down $1M in a certain year, and it needs to pay you $200k and the money management $60K, it’s going to take a while to recover. For stable income you can live off guaranteed without affecting principal means not being aggressive; instead being safe. Treasuries, bonds etc. For slightly aggressive things S&P indexes. Older books will say, it’s safe to withdraw <4%; provided your diversified and in market following index funds aiming at 6% growth on average. You don’t need a money manager for that. As long as you can live off less than 4% i.e. less than $200K; your portfolio should last.

QuirkyClaim12

GS

sanguine_trader

Can't wait until AOC and Bernie get power and apply this model to every US corporation. Tim Apple, Zuckerburg, and every other CEO will be GS employees capped out at $400k. Income inequality solved, Social Security and Medicare funded.

WickedSensitiveCrew

Come on you came here to say This is why I don't bother picking stocks anymore lol. With stocks I never even heard of. GS/JPM to boring bank stocks doubled since March 2023. That just boring stocks imagine if you bought stuff like PLTR, CVNA, ASTS, etc on March 2023.

WickedSensitiveCrew

You dont even have to go growth stocks. Boring stocks like JPM/GS doubled since March 2023. Which are both included in VOO. I think the point of OP though was to come to r/stocks and trash stock picking in favor of buying the index. If they feel that way why not just go to r/boggleheads and have fun with other index fund investors. That what great about Reddit there are subs for everyone any funnily enough that ticker RDDT has performed well since March 2024.

wsbgodly123

Inverse GS. They said oil 150 a barrel earlier in the year

Diamondhands4dagainz

GS put out a statement yesterday stating POW will likely support cuts. You think they would release something like that the day before Jackson Hole if they didn’t think they were correct? Not to mention the pressure from 🥭Man SPY 650 EOD

Diamondhands4dagainz

Ya but GS‘s statement was put out like an hour and a half ago. Why would they issue a statement like that if they didn’t already know. They would just look like idiots tomorrow, no point risking that

reaper527

> This means that BlackRock or GS is looking to unload an underwater Intel position. you're assuming that the money the government gives intel is going to cause it to go more up per share than the dillution (and sentiment impact) makes it go down when the dust settles. this probably doesn't substantially move the needle much one way or the other in the grand scheme of things.

Sharp-Shine-583

This means that BlackRock or GS is looking to unload an underwater Intel position.

Old-Cantaloupe-1711

WHICH BANK will be next to FAIL?? Citigroup Looks like good SHORT they always want ed to be like JPM OR GS, but they fucking SUCK

Ready2gambleboomer

*Slippin' Jimmy? LMAO love it.....* *aka* *~~shill~~* *influencer for the MM's (Muppet makers) GS et al.*

DrHarrisonLawrence

10% off ATH now, go shopping on NBIS Honestly though I won’t recommend it to my friends and family until NBIS is $50-sometbing. But it will never be $30-something again so understand there’s a premium for this stock lol. GS said their revenue will equal $6B per year by 2030 and the stock would be over $250 by then because they don’t need to dilute. They already secured $1B of funding with 2.5% interest that matures in 2030 as well. Super bullish on NBIS, their last earnings bear was unexpected and super epic for investor confidence

VeritasHoldings

$KO,$GS,$RR,$HD, $JPM. they say bitcoin is for weekends but I just try to stay away altogether. maybe occasionally lol but yeah these are a good curation I've been using , hope it helps.

jrovvi

Gymshark + other brands. In Spain for example there are 3 big local brands too that compete with GS and Lulu and GS is way bigger here than Lulu

morinthos

You guys aren't even trying. I put this in a chatbot and this is what it gave me. Sounds more realistic. > Bro… $ROOT is a straight up float trap nobody’s watching. >Institutions quietly grabbed **2M+ shares last quarter**… now they own like **70% of the float**. Add insiders + funds and there’s barely any shares left out there lmao. Retail snoozing while whales are cornering this thing. >Some receipts: >T Rowe loading 800K+ >Morgan Stanley doubled up >Blackrock almost 750K now >Citadel stacking calls 👀 >Even GS + Vanguard quietly upping bags >57 NEW funds, 83 funds ADDING. That’s not “random”… that’s accumulation. >ROOT isn’t even some trash SPAC — they’re actually cracking the old insurance model w/ AI + telematics. Partners like Hyundai, Carvana, Experian already on board. 7K+ agents signed up in 2 qtrs. >Market cap = $1.3B 🤡. Legacy insurers trade like 10–20x higher on PEG. ROOT at **0.1 PEG** lol. >Not saying it moons tomorrow… but when retail realizes the float is basically gone + whales already loaded = kaboom potential. >I’m just parking this here before this thing gets sent. Don’t say I didn’t warn u.

yodogyodog

I always thought GS was smart money and smart

sportingpool

there is no outperformance. this is a hedge fund. they collect fees. with GS on top of it, i cant think of many setups that moght be worse

MaterialGuy007

JPM valuation $800 bil GS valuation $224 bil Circle valuation $35 bil They better buy CRCL now than when CRCL is $100 bil

Master-Piccolo-4588

Like GS said, wait until next quarters when 2/3 of the cost will be eventually paid banter American consumer, letting inflation skyrocket. Fed will increase rates then.

Wowmuchrya

No shit. It's fucking BoFA/GS/Citadel moving the market. There were tons of people heding mag7 with IWM and now they have to unwind overpriced mag7 for shitter stocks. IWM up 4% as soon as they realized we're getting a rate cut and the clown stocks will rip up from loan funding.

GameshireBathaway

Plain Bagel said it best about Reddit, you don't know if the person posting is working fast food or a manager at GS. I use it purely for entertainment/shit posting.

Kane_Trader_Ashford

That’s classic Trump—shoot the messenger instead of the message. Tariff calls can move markets, and GS knows swapping economists won’t change the math. Politics and Wall Street mixing always makes for a wild ride.

LeBhikariLe

I really hope DT's friends bet on GS falling after his comments. It didn't, today at least, and they closed their positions for a loss.

LeBhikariLe

after INTC ceo, it is now GS' ceo's turn to take a comment from DT. Market ain't falling for it this time, didn't dump GS

weasler7

I'm not sure any existing survey comes close to BLS data transparency, rigor, and market mechanics (eg CPI data sets TIPS rates). I'm sure smarter people at me are eyeing the data closely and have their own composite data for inflation. I would assume GS is trying to make money so their own data is almost certainly proprietary.

Venice_LA

woahhh what just happened to PE/IB stocks? just shot up 3-4 percent KKR APO GS

db_deuce

hive, forge will never be successful getting into the cap table of the companies you covet.  It’s completely waste of time.   The ones that are available are most likely tanking companies with down rounds and no option.  In which case, you are lighting money on fire.   The only real way to get pre-ipo allocation is to hold 100m with Goldman Sachs and where GS gets 100m and you as a VIP gets allocation.  

AbbreviationsNew9590

I’m old so I wasinvested in some of the “hot” companies during the dot com bubble. I owned good sized positions in the likes of AOLand of course, the Wintel duopoly, Intel and Microsoft. I can’t remember a couple others I had. I didn’t fall for the companies who weren’t making money. I passed on Apple because PC’s were dominant over Apple computers. I made some darn good profits on all of them when I cashed out of most of my individual stocks and put it in mutual funds. I’m no genius. I barely finished high school. I just sold most of my stocks when things started crashing and bought back other stocks at reduced prices when things settled. down. Microsoft and Intel survived. I didn’t buy Microsoft back until about 6 years ago. I never bought back Intel. It’s not easy to weather the storms of individual stocks. Most people either hold on too long or panic sell. You have to remain long term but fluid. In my opinion, most people don’t have the motivation or the propensity or the risk tolerance for individual stocks. Index funds are for them. I prefer stocks of companies that are making good profits so I steered away from the worst bubble companies that were not profitable and losing money. I bought back Microsoft in recent years. My position is up 136% I bought NVDA in recent years. It’s up 235%. I also own Amazon, Brkb, Meta, GS and an index fund. My entire portfolio is up 125% in spite of the mistakes I made and money I lost along the way mostly due to fear and holding a bit too long. Also in spite of buying 2 homes and spending like a drunken sailor to make a nice life for ourselves including two homes, expensive cars, vacations, etc and no debt. (I’m old… why not?) My point is you have to be fluid, and think long term and be watchful. If doom and gloom starts happening be ready to sell if it keeps you awake at night. It might just be a temporary setback like covid. Even if I my investments went down 50% (I won’t let that happen) I would still be ok. I would probably sell some positions and have some dry powder to buy good companies on sale when things settled down. I do not believe there is an Ai bubble on the horizon….yet. I’m more concerned with or economy and the national debt and humanity itself. Still…. I do not prefer AI stocks or Crypto at this time. But I’m feeling warm and fuzzy about the cash machines such as NVIDIA, Amazon and Microsoft. I’m ready to sell if things change. None of this is easy. But I love it.

AbbreviationsNew9590

I’m old so I was invested in some of the “hot” companies during the dot com bubble. I owned good sized positions in the likes of AOLand of course, the Wintel duopoly, Intel and Microsoft. I can’t remember a couple others I had. I didn’t fall for the companies who weren’t making money. I passed on Apple because PC’s were dominant over Apple computers. I made some darn good profits on all of them when I cashed out of most of my individual stocks and put it in mutual funds. I’m no genius. I barely finished high school. I just sold most of my stocks when things started crashing and bought back other stocks at reduced prices when things settled. down. Microsoft and Intel survived. I didn’t buy Microsoft back until about 6 years ago. I never bought back Intel. It’s not easy to weather the storms of individual stocks. Most people either hold on too long or panic sell. You have to remain long term but fluid. In my opinion, most people don’t have the motivation or the propensity or the risk tolerance for individual stocks. Index funds are for them. I prefer stocks of companies that are making good profits so I steered away from the worst bubble companies that were not profitable and losing money. I bought back Microsoft in recent years. My position is up 136% I bought NVDA in recent years. It’s up 235%. I also own Amazon, Brkb, Meta, GS and an index fund. My entire portfolio is up 125% in spite of the mistakes I made and money I lost along the way mostly due to fear and holding a bit too long. Also in spite of buying 2 homes and spending like a drunken sailor to make a nice life for ourselves including two homes, expensive cars, vacations, etc and no debt. (I’m old… why not?) My point is you have to be fluid, and think long term and be watchful. If doom and gloom starts happening be ready to sell if it keeps you awake at night. It might just be a temporary setback like covid. Even if I my investments went down 50% (I won’t let that happen) I would still be ok. I would probably sell some positions and have some dry powder to buy good companies on sale when things settled down. I do not believe there is an Ai bubble on the horizon….yet. I’m more concerned with or economy and the national debt and humanity itself. Still…. I do not prefer AI stocks or Crypto at this time. But I’m feeling warm and fuzzy about the cash machines such as NVIDIA, Amazon and Microsoft. I’m ready to sell if things change. None of this is easy. But I love it.

floo82

The waste is in the contracting the gov does, not as much the GS employees themselves.

wisdom_seek3r

GS level government contract employees HAVE NEVER been allowed to buy companies getting government contracts, yet the politicians can. Truly amazing. Congress, it's staff, and family should only be able to buy major index ETFs. This way they have incentive to promote good policies for all businesses. Which would also be great for all investors.

cinJESUS

martin shkreli says dude that worked at GS and Bain is nobody; if he is a nobody, what am I? a fking regard

JackFourj4

now I love and own this stock too, but there is only one actual wallstreet analyst from GS that follows it. I'm expecting more street analysts to come this quarter, which will help with visibility. All those tiny shops and selfproclaimed analysyts from seeking alpha and similar slop don't mean a thing.

RookieMistake101

Only way to get that low is to match an existing offer. They’re not going to go below 5 right now from the get. If OP doesn’t want to work with IB I’d recommend having them review the portfolio and email a rate offer, then take that offer to the custodian they do want to worth with. I had this done with GS to get Schwab to lower their rate.

DarkScottishAle

$GS do be like that

Big-block427

I’d be very happy at around 110. GS raised their target price today to 120.

PurpleReign123

Retail vs Institutions: who is buying and who is selling? Easy! Just review the following predictions by two Wall Street giants: (1) On 11 July 2025, GS predicted S&P500 will rise to 6,900 in twelve months time (2) 1-2 weeks later, Mike Wilson of MS out-did his GS peer: Mike predicted S&P500 will rise to 7,200 by mid-2026 Conclusion: Given above predictions, Retail has been buying, so as to provide exit liquidity for the much-valued institutional clients of GS and MS.

Rav_3d

Well, this article is quite bullish. I don't see how this is evidence of "most overvalued since dot com." In fact, the conclusion agrees with me, that there is more upside in this market. >"Despite the recent new record highs notched by the S&P 500, investor positioning data show no sign of exuberance. The GS Equity Sentiment Indicator combines nine measures of positioning in US stocks across investor groups, including hedge funds, mutual funds, and retail investors. Today, the indicator stands at a 0, reflecting a neutral stance in US stocks on average across investors. While valuation multiples sit at elevated levels relative to history, constrained positioning indicates room for the recent equity rally to continue."

crankthehandle

They don't burn 100bn, where does this number come from? It's also not really relevant what GS said last year, the space is moving fast. I am sure OpenAI can contain spending or at least grow expenses slower than they grow their revenue over the next years.

Bernie_Ecclestone

That’s like saying the iPhone peaked with the 3GS.

Broad-Top9923

Pump Fubo !!!! Jeez if that became another GS, 😝

ArizonaPete87

If you’re not a GS-11 and above, Federal workers are not paid well. I just left the VA in June, I barely made $1,300 biweekly and that was AFTER I reduced my TSP contributions.

stickman07738

He will, just like Gary Cohn did in Trump 1.0 - they get a personal tax benefit by staying at least a year. I think NYTimes report that Cohn got tax deferral on over $250 million on GS stock.

UnObtainium17

I started with investing to reliable ETFs VOO to be exact. And I kept on reading and listening on how to pick stocks for a couple of years.. Then once i got confident and comfortable with what I know, that is when I picked stocks. I just started long time ago with AAPL, MSFT, COST, JPM, GS. Now the way i invest, I just go with the best companies of growing and in-demand sectors and trust the process. As of now my top holdings are MSFT, GOOGL, COST, JPM, AMZN, TSM, RTX. and>! Sold META yesterday lmao. !<

Unique-Zombie219

It’s total hindsight bias and BS everyone “knew what would happen, especially the extent. I was on Whole Mortgage trading desk at a big 4. We knew some of the underlying assets were shit. We did not know what would happen. Hell, at least the banks and firms were selling swaps of AAA to A tranches to finance their swaps on the BBB to shit tranches. Obviously those triple AAA to A positions ended up being the biggest loss leaders for GS, Lehman, CS, etc. Especially GS I think. If they knew, they would not have held those positions.

Unique-Zombie219

It’s total hindsight bias and BS everyone “knew what would happen, especially the extent. I was on Whole Mortgage trading desk at a firm 99% you have heard of. We knew some of the underlying assets were shit. We did not know what would happen. Hell, at least the banks and firms were selling swaps of AAA to A tranches to finance their swaps on the BBB to shit tranches. Obviously those triple AAA to A positions ended up being the biggest loss leaders for GS, Lehman, CS, etc. Especially GS I think. If they knew, they would not have held those positions.

Rivercitybruin

Yup... Really bad disclosure and risk structure Remember reading (before crisis) that GS and MS would not do any more CDS hedging with AIG due to massive existing positions.. And look what happened And then Wall Street firms,disclose on conference call "we have $37 billion sup-prime exposure we didn't disclose" The,early fraud (NINJA loans) was horrific.. Early meaning it precipitated the crisis

Pacman_9

GS probs said “hey, how’d you like $1,500,000,000 dropped into your bank account” too good to refuse

Pacman_9

Insider trading. $1.5b share issue after the close. From +20% to +7% during the session and then rug pulled. GS manipulation - c@€nts must be printing it!!

Pacman_9

Was getting excited about SOFI - then GS pulls the rug with a $1.5b stock offer!! Snakes and ladders…

Mrknowitall666

>almost no outflow from institutions Oh, I dunno. GS said this week that the hedgies are already exiting tech, shifting to nonUS value... American consumers aren't the smart money, and largely won't see the Tariffs as inflation until late 2025 and 2026. Fed will replace JPo and they'll cut rates, freeing up some home sales, but no one to bring inflation from tariffs lower.

Jealous_Try_5167

I know a little something. GS did the ipo, did the 700m feb round, did the 2b end of June convertible debt round. They were short Feb to June, maybe still are who knows… but the mor share counts did go up. I just do what they do

Working-Math-9610

I keep hearing of these 'MM's. Seems like a good business. Can I buy stocks of these 'MM's? Just pure play mkt makers.. not JPM, GS with all the bells and whistles attached.

Rare-ish_Birb

Anyone have any recent dd on Micron? GS saying 300% growth in certain kinds of chips provide by them.... Looking for alternatives to just dumping money into mag 7, utilities, and 🌽

Mysterious_Data9465

Exactly.  That would suck though if they end up there. These guys know what they're doing on the technical side of the construction industry - it reduces the costs of underground surveys. The product is lightweight compared to competition - most people in construction industry don't want to have to manage an IT project interfering with their construction projects, few construction companies have a dedicated IT department and they want to focus on construction, not IT.  I just don't know how the marketing efforts will turn into sales. They have a former Golden Sachs guy on the Board of Directors. Hope he's as smart as working at GS suggests one would be.  Can't dilute non stop.