GS

kirsion

Be more like GS25, Hmart is an American thing

spilledonwhite

It is pretty tough but best fit looks like a bank? GS or JPM: - First 10 years very promising, accepted by the market into Russell inclusion. - Years 11-28 marked by periods of extreme volatility, almost went out of existence several times. Known by peers to have a relentless ability for aggressive recovery after totally blowing up. - Years 29-34 up and to the right, printing consistently, accepted by the market into major index inclusion. Still trades at a slightly lower valuation cause market only 90% trusts it. Quite stable, pays a 1.75% dividend. - Known throughout its history to impulsively take on major untested/unproven projects. Some print and some are disasters. Hangs on to failing ideas too long. - Norse pagan tendencies What stock are you??

BKLager

That’s not true at my investment bank with offices in Berlin (one of GS/MS/JPM). No masters required for associate promo. You just have a reductive mindset. Btw the Gaga quote doesn’t apply. This guy’s fund return 400% annualized net of fees through June before it blew up. And not because he got lucky but because he wrote a thesis about how the AI sector would play out and then was proven right. The only fault here was shitty risk management. Doesn’t mean he is a stupid guy who did not deserve to run a fund of that size / caliber

FaerieViolet

There was an anthropic stake of 5B involved. My theory: Banks raise margin requirements 2 days ago SA blows up Citadel agrees to buy all assets and will buy anthropic at par but needs cash GS provides cash based on Ken Griffin scheme Citadel routes public equity orders through to buy SA assets premarket, blows up shorts, flips public equities he just bought to short coverers, makes a quick profit, refunds Goldman short term loan with interest Oh and in the middle of this Bank of Japan intervenes and blows up anything leveraged on the yen carry, making Citadel more money And the systemic risk that is anthropic's valuation gets saved

Samjabr

IMO, they are going to get boned. IDK about earnings, because that s\*\*t is always a coin flip. But look at the record: Vision Pro, Project Titan, TITANIUM!!! = all garbage Everyone is fired up they are releasing a foldable phone - only 7 years after Samsung has had one. And you know that thing is going to be $3,000 plus - why else would they partner up with a BNPL company and not have any of the financial liability in lieu of a small portion of profits (they learned from their partnership with GS on that credit card) The BNPL company was probably salivating at the deal, hoping to work with the 800lb gorilla - so, I doubt they negotiated the greatest terms. Their biggest recent success has been the mac mini and mac studio. The funny thing - **it was a complete accident**. Apple uses unified memory - which was often viewed as suboptimal. You couldn't upgrade a MAC after purchasing it because the memory is soldered directly onto the PCB - contrast this to a PC that has memory slots. You can usually add memory, or even swap out for faster memory down the road. There is one benefit that has had huge unforeseen circumstance: Apple unified memory removes the strict memory capacity limits of traditional discrete GPUs - In other words the CPU and GPU can share the memory) Enter LLMs - People realized that instead of paying for Gemini/ChatGPT etc, they can just load their own open source models, such as BookFace's Llama or the Gynese stuff. The problem is it requires massive amounts of memory. And with PCs, because of the memory limitations, you could only load models with a certain amount of parameters - And that's where the Mac Studio and Mini win. So people started buying them up like crazy once they realized this - You can buy a mac studio and spec it up to 128GB of memory and load a 70 Billion parameter model- Get the 512GB config and you can run **400 Billion parameter models** \- That's essentially one step removed form frontier models. Toss in an OWC SSD for swapping out different LLMs and you are running your own agentic machine. I had to use an automated script searching the Mac Refurb store to get one. The Mac Studio M3 Ultra (which is almost 2 years old) with 512GB memory used to retail for around $10,000 Now you are lucky to find a used one on ebay for less than $40,000 - anything cheaper will likely be a scam [https://www.ebay.com/shop/mac-studio-m3-ultra-512-gb-ram?\_nkw=mac+studio+m3+ultra+512+gb+ram](https://www.ebay.com/shop/mac-studio-m3-ultra-512-gb-ram?_nkw=mac+studio+m3+ultra+512+gb+ram)

Jarlaxle_rigged_it

man i know it's hyperbole. just saying certain people can make such decisions (maybe not alone), to a certain strong effect. Trump, Bessent, Warsh, Blackrock/GS/JPM CEOs can do all kinds of things if they want to silently pivot markets. and they probably do sometimes (after positiong themselves for it ofc)

AdditionalAd1431

GS calls anyone? I'm thinking yes. 

ThinkingOfTheOldDays

the GS & JPM downdrafts are from capital markets bearishness imo, i.e. fewer bond & equity issuances as ai sentiment cools off idk

MoonManBigFish

So, Sung-woo adapted as a Kospi trader Every morning at 8:58 AM—two minutes before the stock market bell he could no longer afford to play—Sung-woo sits cross-legged on his linoleum floor. He toasts a discounted, slightly rubbery plain bagel from the neighborhood GS25 convenience store and pops open a tub of clearance scallion cream cheese. Lacking a silver butter knife—or the change required to buy plastic cutlery—Sung-woo reaches into his shoebox. He draws out a sleek, matte-black HBM3 module with the solemn reverence of a fallen samurai unsheathing a broken blade. "Utterly superior surface-area-to-mass ratio," Sung-woo mutters to the empty room. "Traditional butter knives have terrible thermal conductivity and zero bandwidth." With surgical precision, he plunges the gold-plated contact pins of the circuit board into the cream cheese. The sharp, unyielding edge of the high-density fiberglass board cuts through the chilled dairy effortlessly. He drags the RAM stick across the toasted bagel in one fluid, sweeping motion. "Look at that layer yield," he whispers, leaning in close to inspect his work. "High-density distribution. Zero bandwidth bottlenecking. Perfect thermal compound coverage." He uses the module's aluminum heat-spreader ridge to smooth down a stubborn clump of chives on the crust, admiring the geometric perfection of the spread. It is a masterpiece of financial ruin: a chip that once symbolized billions in market cap now serving as a glorified ten-cent spatula. Suddenly, three heavy, booming knocks shake his paper-thin door. "Sung-woo!" a voice bellows from the hallway. "It's the landlord! Rent was due on the first!" agel. "You can liquidate my margin," Sung-woo whispers to himself, "but you will never compromise my dual-channel cream cheese efficiency."

Frequent-Length-9966

If you could only choose between LMT or GS stocks to own, which one would you choose?

Beginning-Fig-9089

idk, i know theres benefits, but maybe its not where i am positioned. semis have already ran up, could be AI ROI is now in the enterprises they are currently being implemented across? for instance Healthcare and Financials have been looking better risk to reward, considering they can start unlocking the benefits of AI for business. earnings from GS, JPM, and BLK all pumped while semis dumped, INTC, AVGO, TSM

trsx5

What fucking retard over at GS thought it was a good idea to put SPCX at 135 with 4% of the float

GoZukkYourself

The analysts have ridiculous price targets to justify the IPO price. The investment banks that underwrote the IPO, which most of the analysts work for, all made a lot of money on this. Just look at the earnings for JPM, GS, etc.

tropicalia84

Donnie already had a handshake deal with black rock, JPM, MS, and GS to prop up SPX and keep crude low before he escalated Iran Now he can do or say whatever he wants without any worry about what happened back in March happening again

LarryStink

The "pros" (hedge funds) have sold tech stocks in 6 of the past 8 weeks. GS: "In cumulative % terms, this is the largest selling on our record (10+ years)."

Berry-Reasonable

I like these recommendations. Building infrastructure companies in Canada are likewise flying in part because of nuclear projects to support the energy crisis and data centre build out but also other national interest projects like pipelines, roads to the arctic, etc. Big government contracts are being earned with companies like BDT.TO and ARE.TO. Pipelines have also been moving well in Canada and the US due to the energy security crisis—companies like Enbridge, Keyera and Pembina moving well, and are not heavily leveraged to the price of oil. Banks have also moved like growth stocks over the last year but are surely fully valued now (GS, RY, National). Aerospace has also been a great growth sector in both Canada and the US. Companies like GE Aerospace, RKLB, Magellan, all with outsized returns beating major indexes. The Musk chimerical forecasts for SpaceX (the Ai company with little Ai revenue) is throwing a wrench in there and sucking money out of the whole market but those stocks are ready for their next move. Love the Berkshire recommendation and I am not currently holding Berkshire but will aim to accumulate over next few months.

JaggedLittlePiII

The 45X credits don’t print until G2 is built, and G2 doesn’t get built without the raise you idc about. So the dilution comes first, credits later. Great for the company in 2028, not great for 866 calls that need $7 spot before then. Your equity thesis, but your calls are the wrong instrument. Signed, Another wife (Ex-GS)

GneissFrog

i just grab the data and quotes directly through my brokerage for bonds and credit default swaps. The big banks like GS, MS, BoA, and Chase investment research desks will also put out reports from time to time, but for real-time monitoring that isn't prohibitively expensive like dealogic, gotta pull the info yourself.

claytondpark

I am down -60% on my Aug/Sept monthly calls and I sold off my GS/CAT puts before their big drops. Fml...

ManBearPig_1983

GS and GEV was my scoopies.

ManBearPig_1983

Thanks for the discount on GS 🤣

Regenbooggeit

GS doing a run would actually make my year. Do it for the memes Kitty.

GPUssydestroyer

GS prob forgot to mark the swaps

Apple2o

This week has been 3 half million flips on GS—>BLK—>MU and it’s working fantastically somehow

Apple2o

25k GS gain into a 30k BLK gain I will take this week for sure

Apple2o

Ayyy my GS 300 trade from yesterday is at the top of the gains leaderboard 😤

ytown

JPM trading desk made $6B last quarter. Was a Wall Street record for minutes until GS announced $7.4B from their desk. They like this market lol

Apple2o

Another half million bet locked and loaded for BLK\\MS tomorrow after a quick 25 grand today from JPM/GS

Samjabr

GS ceo on CNBC said, "$9 trillion in money markets on the sidelines." Remember, when it was $6 Trillion, then $7 Trillion, and so on. When will they let go of this BS canard.

Moist-Guava-732

NIO just upgraded to 7 by GS its stabilized above 5 i would load up on long 5 calls whenever it dips below

octopus_serenader

Wtf GS JPM and BAC get a pump but Citigroup drills?

StageSame4672

**Bank earnings printed heavy today.** Caught the JPM red-to-green with July 17 $340 calls. GS $1050s printed too. Taking profits now or rolling to August to avoid IV crush?

mixtape312

We told you they would squeeze the put buyers yesterday. They have done it once again. Put/call at yearly lows, GS Panic Index at lows, call skew at highs. The entire market structure is built around selling fake puts to put buyers to squeeze it higher to steal their money.

chauhan_shubham

Holy mother of God. GS is crushing it

Equivalent-Kick6404

ed while GS doing this to me Pepe in the tank top is literally me every earnings season, holding that arrow but crying inside. My calls been expired since last week and now the market decide to wake up At least someone making money today

Apple2o

Sold my JPM and GS from yesterday for a cool 25,000$ gain Gonna pay off the convertible, praise be to allah

clubdirthill

wow $GS every company should have a DJ CEO

theJimmybob

Do this long enough to know that this has probably never happened... seeing $JPM , $WFC , $BAC , $C , $GS all report earnings this morning

Apple2o

10,000 OKLO I been holding since 20$ or so 650 JPM 100 BLK 300 GS Slew of covered calls on all of them Gonna wait and see what happens premarket and prolly pull the plug if it starts to go south, expecting like a 10-20k swing maybe? Not too big a deal either way honestly

fartificial_degen

what I meant is that I expect BAC, CITI, GS, WFC, JPM stocks to be down by 2-5% before Friday regardless of how the earnings go. oh and HSBC.

Apple2o

Sell covered calls on JPM and GS for earnings or ride these shares naked is the final decision of the day

Apple2o

Hopefully not I grabbed GS, BLK, and JPM for the week

Large-Werewolf-7000

GS calls? Anyone else?

Large-Werewolf-7000

Am I the only regard buying GS calls?

Remote-Ranger-7721

GS analysis is (obviously) some of the best in the business. Bullish

AMadWalrus

2x its highest point or bust GS ain’t about that life

rpez89

GS are always the most conservative/sensible on price, the more top tier the bank and the more prop trading they do, the more their legitimacy is questioned if targets aren’t well justified, analyst targets are BS but if you do pay attention to them, as a rule of thumb I’d say GS can be taken seriously but as a 12 month base case, the bulls will always argue higher

The_Dutch_Fox

Why would GS be providing free analysis to the public? What would be their angle? Well, they're simply not doing it fo free. Their angle is to pump the stock price, to allow institutional investors to dump at the best price possible.

ImpressionAny1078

if you're thinking about selling puts or covered calls on any of the big banks right now, just remember earnings are right around the corner for JPM, BAC, GS etc. the premium is bloated for a reason. not saying don't trade it, but size down or go shorter duration so you're not holding through the print if it goes sideways.

horesebeblind

No I have an MBA Spent years in finance as a controller You are a clown Have 1500 shares NVDA ave. Cost 40 Amat Ave cost 72 AMD Ave cost. 47 AAPL average cost 71 GS. 385 Maybe I am lucky to have 6 figure gains in all of them. Or maybe I knew what I was doing

Whiznot

Those in the know opt for either CS300s or GS300s. They all come with rear wheel drive and that legendary straight six. Tuners easily get 600hp with turbo. The engine and drive chain will handle 1,000hp.

Clearsky_Beyond

But since GS said, “Memory is extremely tight,” it should be fine (previously, they had simply said it was “tight”).

ap1618

Why is $GS drilling on no news

GPUssydestroyer

They have multiple lock up clauses that release way more if the price climbs it’s kinda built to dilute on good performance. That’s why MS and GS keep pushing it they’re still in charge of the lock ups and need it higher 

jraiv420

Egypt choke might rival GS Warriors 3-1 choke

Spac55

Soon big banks and BigTech give strong earnings Looking great Q2 earnings by many big banks $C $JPM $WFC $BAC $GS $MS space all in $XLF. All big tech in $QQQ $SPX $NDX will give strong earnings, followed by big buybacks. Whole semiconductor sector $SMH $AMAT $ASML & many got a big boost from earnings spike

mnc365

It was time to get out when Deutsche announced the 1600 target. Same for gold last year when GS started calling on 5400 targets for 2026. It's a last call before the rugpull.

Fabulous-Sherbert269

GS350 for life

CFBCommentor

Goog GS Voo/QQQ

Bright_Leopard_4326

I expect the CTB to start increasing sometime this week. But it does always make me laugh when someone comments how it’s not a SS or GS because of the fundamentals. None of that has even mattered and in fact has been what all of the major squeezes have had in common over the last however so many years. VW, HTZ, AMC, Avis, GME all had bad, very bad fundamentals plus a ton of smaller ones. No offense, but I heard the same argument about Avis before it went parabolic.

wrongsideofthewire

I work in government contracting and boy, if this is real and you’re in the GS / competitive service, you will get your dick stapled to the wall if OIG so much as smells this.

Practical-Pea5963

expectation vs reality... no more JPM, back to GS

randomwalker2016

What garbage is this? Goldman Sachs did not IPO in 1926. GS IPOed in 1999. I was there.

PckMan

I member. It's how I got my last iPhone which was a 3GS. Haven't bothered with an Apple product since.

rook119

I remember buying GS at $3.25 for that dead cat bounce. When it hit $6.50 I sold it and felt like the smrtest trader ever.

Nerfarean

GS level pump

Nerfarean

GS level pumping

Nerfarean

They said same about GS. What are they to say now

Nerfarean

GS level pump coming 

Nerfarean

GS level pampin

OyG5xOxGNK

When I first got into the whole GS thing I was thinking "even outside of the 'to the moon' sentiment, it *was* an undervalued stock." I had not realized though the difference between share price and company valuation/number of shares. I think it's just something not intuitive to a lot of new traders. But I thought the evaluation of SpaceX was a big thing in the news, something that should have trumped that ignorance. Who knows.

claytondpark

Yeah jpm and GS just recently hit ath that shiet needs to get dumped

Rare-ish_Birb

DJIA is controlled by financials, GS largest constituent. If it lets go, look out below.

Guilty_Rooster_6708

Any chance he’s a GS analyst in disguise?

Honest_Bruh

Because it's regarded. GS IPO'd in 1999 😂😂

horesebeblind

Financials appear ready to roll. MS, JPM, GS. Maybe some industrials FDX? Rotation is inevitable. But I can’t say when

Rare-ish_Birb

Feels toppy. Sitting on mostly cash until we get a larger correction. Won't take much if they raise rates at next FOMC 6 weeks away. Riding some weeklies puts on JPM, GS, WMT, KRE. Calls on VRTX and TMO.

Majestic-Baby-3407

Full text of Iran deal [https://www.nytimes.com/2026/06/17/us/politics/us-iran-agreement-deal-text.html?unlocked\_article\_code=1.q1A.GS9m.-ees0yZiSoJv&smid=url-share](https://www.nytimes.com/2026/06/17/us/politics/us-iran-agreement-deal-text.html?unlocked_article_code=1.q1A.GS9m.-ees0yZiSoJv&smid=url-share)

Rare-ish_Birb

Idk, but I invited GS, MS and LPLA too.

realdeal505

I think if you got it at IPO price, it actually wasn't a bad buy. Some of the the big FIs (Morgan, GS, Everscore) think it is going to be 330-480B in revenue by 2030. At 10-15x earnings that is 3.3T to 7.2T market cap. Ironically ARK is lower on it with only 200B projected.

zxc123zxc123

You mean VOO. VT is getting SPCX allocation immediately. S&P500 will wait until it can meet the 1 year profitability requirement. At earliest summer 2027. Meanwhile VOO is heavily concentrated in GOOG/GOOGL/BRK/BAC. GOOG/BAC who bought into SPCX at a way lower price pre-pandemic. BRK who has shares in GOOG/BAC. Then JPM/BLK/GS/MS who will make money off the SPCX ipo. The real winners are those dumping the bags or making money as the middle men.

SnowTard_4711

No. The float on SPCX - as huge as it is, is something like a couple of days of what changes hands in the market daily. It’s not going to collapse the system. Even if SPCX went to zero tomorrow - the economy doesn’t end because of that alone. If - on the other hand - SPCX goes to zero because something fundamental happens, then people might take it as a sign that the broader economy is fucked. Then the market tanks - but not really because SPCX tanks - because of whatever made SPCX tank. Like 2009. The markets didn’t exactly crash because Goldman Sachs failed. They failed because people realized that the same crap that doomed GS was also happening everywhere else too and they were all hooked up. So - SpaceX doing deals with all the AI companies, who are cross-pumping the AI names, who are all doing deals with the chip manufacturing companies…. Oh shit….

AMadWalrus

So you admit you pulled the numbers out of your ass? Idk what you mean by "did valuation for a living", unless you mean you did fairness opinions? I worked at GS/MS in their top IB team so understanding how companies are valued is my bread and butter. I'm going to assume your quality of experience isn't comparable to mine because no one that is a peer of mine in terms of expertise on this topic would either describe it as "did valuation for a living" nor would they have disagreed with my original comment (thus this conversation wouldn't be happening). You should just admit you have no idea what you're talking about, because people that actually understand finance can see through your BS.

greenpride32

Investment bankers (let's say at shops such as GS JPM MS BAC etc) work on these deals - and then you've got employees at both FOX and ROKU - I'd be shocked if there weren't leaks - and that's why there always are.

insbordnat

oh please. next you're going to tell me that people from SpaceX sat on a call with the bookrunners determining how much every non-bookrunner of the tombstone got allocated, and then they had some visibility into the book this morning to see how things were shaping up and getting subscribed, and then they had the audacity to ultimately determine who got what before they closed the book, and then those allocated investors had some preference as to who they were going to allocate to based on their allocation, and that those retail brokerages (IBKR, Schwab, Etrade, etc.) didn't get their full requested allocation and filled based on their ultimate allocation. it's all a conspiracy, and investors at the rinky dink ass brokerages got the shaft while the big boys at GS, BAML, Citi, MS, WF, and JPM had some pull to allocate to their institutional clients or something ^(/s if it wasn't obvious)

HckyStrms

Oversubscribed numbers are seemingly bullshit. Deal team bankers at GS think it trades down 40% inside 30 days. MS initial value had it under a T and they got so insulted they only gave them a small portion of econs...sellside street really seems to think this is bullshit.

kuedhel

"30% revenue growth"? These are rookie numbers. MS and GS analysists predict 100x revenue growth in 2027. It is like every person in US will pay $3000 subscription fee to SpaceX service. Because they will not launch 100x satelites.

Relative_Baseball180

Put datacenters into space with a reusable rocket. The biggest issue with AI is terrestrial datacenter compute. In other words, not finding enough space nor electricity on this earth to power all the compute we need for AI. That is where the idea of putting a satellite in space with data centers being powered by the sun becomes a real thing. Its why Morgan Stanley/GS projected that Space X achieving over $3 trillion in revenue by 2040 if I recall is a possibility. They've already setup contracts with Google to do this. In addition, people will be able to rent out Grok AI inference from space using starlink.

ExplanationNormal339

Following [$GS](https://aimytrade.io/ticker/gs?utm_source=reddit&utm_medium=comment&utm_campaign=RobinHoodPennyStocks&utm_term=GS&utm_content=template_1781020592975_j09wyn) for a while now. I try to look at the data before forming a view. Not advice, just.

minaminonoeru

A few major conglomerates. That’s right. Samsung – Semiconductors, Electronics Hyundai – Automobiles, Steel LG – Electronics, Batteries, Robotics SK – Semiconductors, Petrochemicals Hanwha – Defense, Aviation HD Heavy Industries – Shipbuilding Hyosung – Electrical, Machinery GS – Petrochemicals POSCO – Steel ...and other large conglomerates are leading the Korean economy. But isn’t that the case in other countries as well? *Translated with* [*DeepL.com*](https://www.deepl.com/?utm_campaign=product&utm_source=web_translator&utm_medium=web&utm_content=copy_free_translation) *(free version)*

carloo90210

Goldman Sachs (GS) when it was in $90 range and still riding it.

kuedhel

I probably should make better description. No doubt GS, JPM and VZ use AI. But they have 15 P/E and not projected to grow at 10% y-o-y. I worry about companies valued at 1T with 100x projected revenue growth that have AI business as the primary driver of this revenue growth.

kuedhel

GS projects 100x revenue growth. MS projects 1.7T revenue by 2030. Mind you, there is no people in the world who has 1.7T combined to pay for all the AI they may want. But sure. Perhaps Google will pay for [X.AI](http://X.AI) datacenters. [X.AI](http://X.AI) will use these money to pay for NVIDIA chips. NVIDIA will pay this money to Google for something else. All three will post this as revenue. or something like that.

Spac55

This week Berkshire invested $10 Billion in $GOOG for AI-expansion Berkshire total $GOOG holding~$26.6Bn It reminds by 2018,when $BRK.B push ~$36Bn stake in $AAPL Also $5Bn each stake in $BAC & $GS, when all worry for GFC $5B stake in $UNH Got $TMHC at $6.8Bn Watch $MU $AVGO possibly next

RaikouVsHaiku

If anyone reads this and is inspired to buy into the IPO just wire me the money instead because you’re retarded. “Chief Futurist at ARK” - GS predicts a 100x increase in AI revenue by 2030 when Elon is leasing compute to GOOG because no one uses Grok.

WhaleSmacker17

Perhaps because "they" (large instituional investors, GS in spacex case) are underwriting these IPOs?

imdaviddunn

1. This should be taken with a grain of salt. It is likely marketing, just the type of thing stated during roadshows, but without one, they have to ensure interest. And 30% retail, MS/GS need headlines. 2. For all of this talk of over subscription, I’ve never seen so many people on social media saying they won’t participate. But maybe it’s just what pops up for me. Maybe there are tons of people promoting buying it. 3. We will see if Elon can continue the con.

TDAdams

Great conversation guys. One idea that has worked out for me has been to buy the brokers and forget about them. GS MS JPM and IBKR Bet on the house, not the gamblers.

Ghearik

GS and MS must have industrial knee pads for all the deep throating of Elon and his "ideas". Like seriously. This is a fucking scam 100%.

Consistent_Rule101

I think this IPO will go flop with the way GS and MS are propping it.