HSBC

maffoobristol

People in America are on the whole, unsurprisingly, very bullish on America. If you listen to any of the Goldman Sachs podcasts they seem to all be like "well yeah obviously US is number one". But then you look at the performance of the rest of the world and to me it makes sense to have other things. I'm in the UK - my portfolio has always been pretty US tech heavy but over the past couple of years I've been moving far more into local stocks, European banks, and broad market vanguard funds. In my ISA I currently have 50% all world and 50% developed Europe, since the all world is already very America heavy, and my normal stocks account is very America heavy. All in all I'm about 60% America which is the same as the all world. So, yes. 😝 tldr. I'd personally recommend big European banks which are already very global and also have high dividend returns, such as HSBC. But of course all that is already included in the all world.

BarryBurkman

I was roasted for this a year ago. IBM and Google. I’m up significant on both buying in 18 months ago. Also…. BANKING. Some bans are using quantum to improve efficiencies and forecast better. I’m up 40 percent on HSBC!

Antestor01

This guy fucks. Same from my side, go for a Semiconductor ETF. I personally really like the HSBC Nasdaq Global Semiconductor USD. Biggest positions are TSMC, Nvidia, ASML, AMD, Broadcom, SK Hynix, Micron, LAM Research.

Definitelyhereforshi

Banks like HSBC, metal miners, uranium names gave very rich returns over the past year or so. I couldn't imagine believing the jobs numbers, reports about inflation being down, and a booming economy 😂.

poorGRANdaddy

Fellow apes of WSB, u/poorGRANdaddy here. Screwed up last July—FOMO'd on overheard insider tip: drunk traders swore GRAN (NASDAQ:GRAN) had locked-in catalysts for $20 spike from \~$6. New listing, solid team. Went heavy: avg $5.824, -52% loss (-$118k) (HSBC screenshot attached). Over-allotment tanked it to low 2s. Gutted—first real L. Lesson: "Sure thing" tips flop. Greed kills; DYOR forever. But GRAN's rebounding: Up to $2.80, tiny float 4.71M for volatility, mcap \~$69M undervalued. Bullish Inverted Hammer Feb 9 at $2.63—reversal signal. [Chart](https://site.recognia.com/recognia_news/serve.shtml?page=event&eid=USv1EmAK3NzQBwgABAACAAAA_iJg). Remember GME? Viral DD, ape frenzy turned bags to tendies. Low short interest (0.08%) but low float means moon potential with retail push. Help this bagholding grandaddy win? DYOR, ape in long, share the hype. 🚀🦍💎🙌 Not advice. TL;DR: Burned on GRAN "guaranteed" $20 tip, learned—now low-float setup for squeeze-like run, apes https://preview.redd.it/cshtsf5mjzig1.jpeg?width=1179&format=pjpg&auto=webp&s=3effbc13aad15fd0f40e0a668a28e2d7c087212a

dislikesmoonpies

Today has been a good day so far. Rotated a couple of my riskier bets (with profits, hurray) to safer havens like CAT and HSBC. I have a fairly diverse portfolio but the last few days reminded me to shore some things up. Was nice.

humanquester

They have been spending a little bit. 2 trillion a fair bit, it is the same number as the total earnings of all Private sector workers in the US in one quarter. At roughly $50 billion per site, OpenAI’s Stargate projects add up to about $850 billion in spending — nearly half of the $2 trillion global AI infrastructure surge HSBC now forecasts. [https://www.cnbc.com/2025/12/31/ai-data-centers-debt-sam-altman-elon-musk-mark-zuckerberg.html](https://www.cnbc.com/2025/12/31/ai-data-centers-debt-sam-altman-elon-musk-mark-zuckerberg.html)

Affectionate-Idea690

HSBC upgrades Palantir to Buy from Hold and raises its price target to $205 from $197, even as the stock drops nearly 10% in Wednesday morning trading.....yeah ok lololololol

Alone-Supermarket-98

JPM and HSBC have been choking on large short positions in silver from much lower levels. They pressured the CME to raise margin requirements on both silver and gold on the COMEX to squeeze out leveraged paper positions in the metals.

Usual_Retard_6859

Engineered crash. Sure it could be coincidence that -LME had crashed that day -HSBC crashed -margin requirements increased by comex -Shanghai market (physical delivery) was closed -JPM closed all shorts at the bottom after retail was margined on their leveraged positions -a notable premium still trades on the physical market vs the 350:1 paper comex

Huge_Pair_140

It’s a lot more complicated than just supply and demand and people selling their silver. Silver is a very easy commodity to manipulate and there’s 90,000 contracts short to 43,000 long. HSBC and citi need silver to reach the low 70s to civet their shorts watch if that happens you now know the game is rigged so what can you do with that info? Follow the institutions specifically jpmc. They get fines fur manipulating the market on silver but it’s not greater than the profits they make so they still do it.

_TheGoogz

Had to force paper silver trades to close because they definitely didn't have supply for the IOU's. London exchange goes does, HSBC goes down, COMEX increases margin, and Fed pick announced same day? Lol, please. It was about to collapse so they had to rig the game. Bottom in though, JPM bought 3 million ounces on the drop.

AngryGranny1992

Under normal regulations, a 10% drop should trigger a circuit breaker in the market for previous metals. However, instead of halting trade, the CME raised silver margins from 11% to 15% during the crash. This is like pouring gasoline on a fire and it forced everyone on margin to sell instantly, right as the but buttons were not working, but the sell buttons were still working.. The fact that the physical metal in the East stayed at $120 proves that the Western drop to $70 was a synthetic hit designed to wipe out the $38 billion in SLV options that were ITM. A staggering $70.52 million in silver-linked long positions was liquidated in just four hours on Friday. Furthermore, an astonishing 99% of these liquidations were Long positions. This means the "dip-buyers" who bought at $100 and $90 were systematically hunted and forced to sell as the price hit $70. Lastly, despite the price crash, institutional holdings in the SLV Trust actually increased this week. Why would the nomination of Warsh, a fan of precious metals, lead to a crash in precious metals? Nothing to do with those facing huge losses shorting the metal seeking to crash the price to offload their puts? How come there were " technical glitches" at LBMA and Comex on the last trading day of the month and at HSBC in HK, with buy buttons shut off, all on the same day? How come markets were not suspended on Friday at a 10% drop? How come paper price crashed during Western markets, even though Shanghai physical silver closed at $120?

jbjhill

Don’t know. They poached some gold traders from HSBC and started in on this. My guess would be they’re going to do a coin tethered to gold. But these guys often don’t see second or third order of effects, so don’t be surprised if they fuck this up.

pawnografik

Holy shit. This analysis you shared was right on the money. > Retail investors, long squeezed by paper manipulation, now benefit from a more transparent price discovery as the reversal of JP Morgan’s long bias could accelerate a feedback loop of rising spot prices, margin calls on lingering shorts from peers like HSBC and UBS, and a broader flight to hard assets amid geopolitical & inflationary fears stoked by the Fed’s resumption of QE. It was published a month ago. What does he say now? When do we sell?

mistiquefog

And then someone realized that buyers bought more and now they will face the once in a lifetime short squeeze on gold and silver contracts I bet HSBC is going bankrupt

Crazy_Donkies

HSBC projecting MU profits of $12b, or $10.60 eps for MU for Q2. 4 quarters of that times 13 for forward 20 for trailing, is $551 to $848. Hoping MU is $551 by April.

ButterPotatoHead

Buy blue chip international stocks that aren't caught up in the AI / tech hype train. They can be hard to find because 98% of the headlines are the same. LVMH, Mitsubishi, banks like Royal Bank of Canada, Paribas, and HSBC, Halmas, Eurofins, Nubank, Rolls Royce, there are a bunch of them if you look. If you look further you can find conglomerates and funds that have had solid long term growth and are in non-US markets like Industrivarden AB, Addtech, etc. I personally am a fan of nuclear resurgence and there are engineering and tech firms around the world involved in that industry that are good buys. Stay away from the speculation like OKLO. Starting about 9 months ago I moved about 10% of my money (which is now about 15%), I bought them in their local currencies (yen, GBP, Euro, etc) so I have a combination of growth and a hedge against US and USD.

Mr-Lungu

I do find it interesting that HSBC and JP Morgan are phoning their clients and telling them to offload their gold and silver. Because we know these banks are exposed if the price goes up. To me this is a buy signal lol

OnlyGaiModsBanMe

Real money launderers use HSBC

kelpyg72

Sorry I quickly responded, I meant trading as in export and imports of goods. You are incorrect to pin the yen carry trade as the reason for intervention. Bessent has repeatedly called for a weaker dollar and they could care less about select HF's who still decide to carry trade, the core carry trade has been dead for months especially regarding equities. (Weaker dollar further kills this trade) The Fed wants to make sure US exports are strong in Japan and vice versa. This is a trade intervention not for financial stability. We have a very complex but necessary trade relationship with Japan that means currencies can't disconnect too far. I work in S&T so I hear from our banks economists every morning. News of the HSBC rate check spread to every BD within 30mins.

labowner85

Brother trading system issue that you’re talking about is what I explained above. Large volumes of sell treasury and dollar trades are what exactly causing the rate to rise in the US and exactly why US is discussing rate check with HSBC. US/JPY exchange rate has mostly been stable for years with minor fluctuations which allowed for the yen carry trade to exist but the current fluctuations with Yen rising against dollar tells you that trades are selling dollars and buying yen. You are taking about what people are doing to fix the situation and I’m sharing what is causing the situation. For more details you can read a detailed article at Economist from couple of weeks back.

kelpyg72

Incorrect. The yen carry trade has been dead for months. Currency risk kills the trade. This trade does not work when the USD/JPY is volatile as it cuts available leverage. In addition to USD/JPY going down killing this trade asap. This current Yen issue is because of how large the US and Japanese trading system is. It's critical to both counties, which is why the fed called HSBC for a rate check last week, signalling potential intervention. Last rate check was the Euro debt crisis.

my_wing

I honestly don't get what people like you expected from Intel's earning. my background, I am a Chartered Accountant, I audit and / or write Annual Report for a living. Intel does have a lot of growth, it still command a 80% plus laptop market CPU, that is 4 times more than AMD, Apple and Qualcomm combine. They might have a very large marketing team, so they are not that profitable, but they sell CPU like pancakes, while AMD is sell like an old lady. Intel made laptop is some of the most preferred amongst Business and Government, is become a habit and they don't look at anything but Intel (even they are also X86 like AMD), let give you an example of a senior accountant working in the Australian Government (my ex-boss), he would love to have the 5G surface laptop, he knows that I am a CISA (with [B.Sc](http://B.Sc) Comp Sci) as well, so he asked me what do you think, I then say it is ARM, and he just like OIC sorry no no then. I met hundreds (if not thousands) of accountant out there, they are the one controlling your company CAPEX budget (CFO, FC and alike), and guess what if you walk into a COSTCO today, you see AS400, you walk into a bank like HSBC and ANZ, you see AS400, this is an area that backward compatibility, and if that is the company I work for and the marketing lady ask me nicely can I have a MAC, I will say NO, Windows Intel Laptop just work as good, this is not 1980, Adobe work great if not better in Windows and not MAC, I do want to re-purpose the machine after useful life, I can't do it with a MAC or it is NO. As accountant, I know a lot of them can't leave Intel / X86, things like SAP ECC, they still want it even SAP is punishing them for keeping it, they just ask a bigger budget and stay on ECC, just like they stay on with AS400. period. How many PC Gamers buys in total, and how many PC will company like PwC (professional service), ZF (big but not listed) ... S&P 500 will buy in total, sorry, no growth ha ha. that is a joke. Therefore for people out there, please understand I don't think Intel needed an external customer for foundry, Let just give you an Example, do SK Hynix, Micron, Texas Instruments have foundry customer, I did not see any, with a 80% laptop market alone will have a much higher Die Area output then any of the 3 companies I listed up there and they don't have external customer for their foundries. So why Intel needed an external foundry to survive ??? Do you think SK Hynix CAPEX is less than TSMC, no no no this is joking. The CEOs after Paul until Pat is bad, they drove the company down, but Pat was really great the Panther Lake, 18A, Clearwater Forest ... perform is what his vision. I think what Intel did to him is very unfair, including Larrabee.

ComeAtMeBro9

US banks JPM 14.2% BAC 14% USB 20% PNC 15% Truist 11.2% Goldman 47% Meanwhile in the UK: Barclays 61% Lloyds 94% HSBC 74% Nowhere did I say there was correlation. I simply said many British stocks did better than the S&P. In fact, I’d argue the opposite, which is the point. Astrazeneca 39%,Shell, Rio Tinto, tobacco companies, it wasn’t only bank stocks that had a good showing in the FTSE 100, smh.

daxtaslapp

Bloomberg: HSBC upgrades intel on agentic ai opportunity

username111888777

HSBC Expat any good for this

littlecomet111

AstraZeneca, HSBC, HSBC, Shell, Linde, Arm, BAT, Rio Tinto, Rolls Royce, GSK. The fact that they’re not always in the headlines is partly why they are so successful. They just do their thing in the background making billions of pounds in boring ways.

sarhoshamiral

Even for individuals they can close your account at will if they don't like your spending patterns and deem it risky. Happened to me with HSBC while they were under scrutiny. I deposited 1500$ cash (rent deposit) and they closed my account soon after (was a Premier customer) stating risk.

Sharp_Web_140

I follow: \- UBS On-Air podcasts (daily 5 mins macro; \~20 mins x3 a week), \- UBS trending (1-2 per month) \- Bridgewater Research & Insights (\~1 month), \- Bloomberg Day break europe (daily), \- Musings on the market (monthly), \- Macroviews (weekly), stockmovers bloomberg (multiple times a day - kind of annoying), \- Goldman Sachs exchanges (weekly - but comes with a few days delay from recording to air); \- Under the Banyan Tree from HSBC (2-3 per week) - good for asia overview; \- Eye on the market JPMorgan (1 per month); \- Real Eisman Playbook (x2 per week) \- The Financial Times: Unhedged (1 per week); For analyst reports your broker is normally the best source. For specific stocks & earnings, it really just depends on the stocks you are after but look forward to suggestions from others. Best of luck

Bob_Wiser

A quick Google AI excerpt to get you started: Several major banks have faced significant fines and legal penalties for **manipulating the precious metals markets**, including silver, typically through illegal trading practices like "spoofing" or rigging benchmark prices. The fines are generally for market manipulation rather than simply holding a "short position".  Here are the banks that have been fined for manipulation related to silver and other precious metals: * **JPMorgan Chase**: In 2020, the bank paid a record-setting **$920 million** criminal fine, restitution, and disgorgement for engaging in a multi-year scheme to manipulate the precious metals and Treasury futures markets through spoofing (placing large orders with the intent to quickly cancel them). * **Bank of Nova Scotia (Scotiabank)**: The bank reached a settlement in 2020 involving a criminal penalty of **$127.5 million** for engaging in a long-running scheme by four of its traders to manipulate precious metals futures markets, including silver. * **Deutsche Bank**: As part of various settlements between 2016 and 2021 related to rigging the London Silver Fix benchmark and spoofing, Deutsche Bank paid approximately **$75.5 million** in fines and settlements. The bank provided "smoking gun" evidence implicating other institutions as part of its cooperation. * **HSBC**: The bank faced fines totaling around **$76.6 million** for spoofing and inadequate surveillance controls in precious metals markets in settlements in 2018 and 2023. * **Bank of America Merrill Lynch**: In 2019, the bank paid over **$25 million** in civil penalties, restitution, and disgorgement for thousands of fraudulent precious metals futures orders. * **UBS**: The Swiss bank settled charges related to precious metals spoofing in 2018 and paid a fine for surveillance failures in 2025, with total penalties around **$20 million** for this conduct. * **Morgan Stanley**: The bank received a **$1.5 million** civil penalty from the CFTC for spoofing in the precious metals futures market in 2019.  I mean as you can see it's not an isolated case, it was pretty much industry standard to manipulate it, primarily downwards, for financial gain. The penalties they paid were a fraction of what they made so generally good business. However if you really want to go down the rabbit hole start at the beginning, with the Crime of 1873 where the US coinage act basically stripped silver from the people. It's been a cascade of shit from that point forward, the 1913 Federal reserve act being another major milestone. but this ventures far outside the realm of WSB so I'll leave it there.

maschin1982

So... HSBC say buy NFLX 🚀

Finance-UK

Buy 1 Disney share and put the rest into HSBC FTSE All World. When Disney stock underperforms the HSBC Fund you can use it as a lesson that 90% of stock pickers underperform over a 10-year period. That lesson will save him serious $$$ over an investing lifetime.

Portfoliana

Honestly for a 7 year old just add more to the HSBC Global All World - its already diversified and way less risky than picking a single stock. Individual companies can go to zero, a global index cant. If you really want a single stock for the “birthday present” feeling, pick something the kid can understand and relate to - Disney, Nintendo, Apple, whatever. Makes it more fun for them to “own” a piece of something they actualy know. But between us, the all world index will almost certainly outperform whatever single stock you pick over a 10+ year horizon. The boring choice is usualy the right one lol.​​​​​​​​​​​​​​​​

Artistic_Pay_2051

Hello everyone, I'm planning to start investing in ETFs and I'm a complete beginner. My investment goal is to increase the value of my capital, I plan to invest in ETFs for 10+ years and one day have a nice sum of money. I live in Europe, non EU country. Preparing to invest, I researched various ETFs and came to the conclusion that the following ETFs can be a good solution for long-term investing: HSBC Euro Stoxx 50 UCITS ETF EUR (Acc) iShares Core FTSE 100 UCITS ETF GBP (Acc) Amundi Core Stoxx Europe 600 UCITS ETF Acc Amundi Prime Europe UCITS ETF DR © UBS Core MSCI World UCITS ETF hEUR acc SPDR S&P 500 EUR Hedged UCITS ETF UBS Core S&P 500 UCITS ETF hEUR acc UBS Core MSCI Europe UCITS ETF EUR acc Amundi Prime All Country World UCITS ETF Acc iShares Core S&P 500 UCITS ETF USD (Acc) Vanguard S&P 500 UCITS ETF (USD) Accumulating Amundi Prime Euro Government Bond 0-1Y UCITS ETF Acc I'm interested in your thoughts on the above ETFs, do you have experience with any of them?

te7037

I just buy HSBC shares with the money. Paying dividends and growing in price. Risky but the return is more than 4%

Snuffaluff_jgb

I'm down on my HSBC puts. We have the same prognosis, though I heard JPM is net long silver now

IntelligenzMachine

A lot of the old boring UK/EU companies steadily print money at cheap valuations. It is basically Warren Buffett territory. HSBC 17 P/E, 50% gain last year, 5% dividend yield, slow and steady Asian expansion.

NoDisk5699

Funnily enough banks outperformed the market in 2025 but nobody talks about them as they are stable and 'boring'. They are growing like growth stocks with big dividends. Barclays was 25% last year for me and only started in September! HSBC also well up. They outperformed Amazon, Meta, AMD, Nebius, Alphabet etc. Only Rocketlab for me was better

Economy-Prune-8600

I’m up 24% Actually a little surprised since I have a significant amount of my portfolio is BRK.B. Thank you BBVA. I also bought the dip and that helped. In the new year I’m looking at HSBC, SAB, maybe MOH. I buy and hold. I do a little selling for tax loss harvesting

kaese_meister

I have quite a large exposure to managed funds (100% equity ones) for various reasons. I have a tracker that compares how my pension would be performing if instead id gone 100% HSBC FTSE All World (which itself does make up 25% of my pension). My pension as a whole is significantly outperforming the All World currently. My issue with all world is if you take out the mag7, returns would be awful- and I personally believe those are massively overvalued and due a correction. After that correction/ once Trump leaves (all world is 65+% USA), I will likely go 80% all world again. just my 2c, but active managed is doing me very well right now and I use them only situationally.

DistributionBroad173

HSBC is banking, Rio Tinto is mining. Your Bond investing is bad bad bad for a young person. NO idea what your definition of high dividends is. My idea of high dividend yield is 10% or higher, hIs idea of high dividends is bad bad bad, because high dividends cannot be sustained and will probably be cut. If the idea is buying a dividend yield stock of 3-4% ok, that is defensive. The easy button is to invest in an Stock Market Index Fund. It will be diversified, it will pay dividends. You yourself said you do not want to stare at numbers every day, set it and forget it.

DeerDesigner7933

I have a couple of HSBC puts, wouldn't mind it being them :)

lowsparkco

JPMorgan Chase, HSBC, Scotiabank, UBS, and ICBC Standard Bank are the major "bullion banks" dominating precious metals.

texaspunisher1836

I don’t think it’s JP Morgan. I’m thinking Bank of America perhaps. I don’t think it would be HSBC. Of course I’m only speculating. I have zero to base this on. If we saw $34 billion repo over the weekend, after $17 billion repo on Friday, I would say it’s a big bank. That’s $51 billion in 72 hours. Let’s see how high repo goes on Monday. One of the big banks gets left holding the bag. Which one will it be? I would like to be a fly on the wall at a commodity bankers desk right now. They can’t be sleeping well tonight. They should be at stage 3 bubble gut by now. They should pack extra clothes for work. They have some baaaad days ahead. To the bankers, don’t jump! It’s ok! You’re going to be ok. It’s going to be ok. Just keep telling yourself that. Breathe deep. Clench those butt checks. You know it’s going to be explosive if you don’t stay clenched. Breathe!

TrueEntrepreneur3118

Buckle up folks: There isn’t enough Silver to unwind JP Morgan’s short position without driving silver prices insanely high. If that happens then…… Industry estimates suggest eight major bullion banks (JP Morgan, Citibank, HSBC, Scotiabank, UBS, Goldman Sachs, Bank of America, Deutsche Bank) collectively hold 400-600 million ounce commercial short position, meaning if JP Morgan's 200 million ounce position created $4.8 billion loss, total industry losses approach $10-15 billion across all institutions, with additional contagion risk through CME Group default fund of only $2.5 billion insufficient to cover JP Morgan failure requiring assessments from other clearing members already facing their own silver losses creating cascading insolvency risk.

LumbarHawk

Canton Coin! Canton has clearly branded itself as the only public blockchain with privacy that works, powering Wall Street and enabling trillions of dollars to move on chain. Tokenized Assets: Over $6 trillion in assets tokenized and processed on the network Daily Trading Volume: Around $300B/day from tokenized U.S. Treasury repo activity Institutional Adoption: 600+ institutions, including Goldman Sachs, HSBC, BNP Paribas, Microsoft, Broadridge, DTCC, Circle , and more Validators: ~600+ standard validators and 30 super validators Ecosystem Outlook: Still early, with significant room to expand heading into 2026

ra__account

HSBC has outperformed the main US indexes over the past 5 years but the rest have done worse. So 1 time out of 5 he did well. Statistically that's going to happen, it's not a sign that he's an investing genius, pretty much the opposite. But yes, sitting on low performing bonds is a good way to effectively lose money over time. 3.5% is somewhere around what inflation's been; you may have even effectively lost money.

No-Budget-9765

Bullion banks such as JPMorgan Chase, UBS, HSBC, and Goldman Sachs hold dominant sway in silver futures on COMEX, often building massive net short positions. What are they doing now?

ShineCompetitive3377

Your grandad’s advice isn’t *bad*, but it’s very **context-dependent**. High-dividend stocks like **HSBC**, **Aviva**, **Rio Tinto**, **SSE** and **IG Group** make sense for someone retired who wants income and watches the portfolio closely. That doesn’t automatically make them ideal for someone saving for a house in \~5 years. For a house deposit, capital preservation matters a lot. Going heavy into individual stocks adds volatility right when you’ll *need* the money. Premium bonds + some equity exposure is boring, but boring works for short/medium-term goals. Also, avoiding indexes because of “slow growth” is a bit outdated — broad indexes have beaten most stock pickers over time, especially for people who don’t want to monitor markets daily. A mix of safer assets plus low-cost index funds usually fits your situation better than copying a retiree’s dividend portfolio.

Complex-Tension8760

Dang, I was going to guess Deutsche but HSBC is probably what he/she is referring to.

smartfon

Reddit: +63% Passive: +18% Michael Burry: [-19%](https://finbold.com/if-you-put-1000-in-a-michael-burry-portfolio-at-the-start-of-2025-heres-your-return-now/) *And here is how the S&P 500 differs from the year-end prediction made by major financial firms back in June (after the tariff panic settled):* Wells Fargo: 7000 *Actual: 6930* Fundstrat (Tom Lee): 6600 Deutsche Bank: 6550 Morgan Stanley: 6500 Goldman Sachs: 6100 Barclays: 6050 Oppenheimer: 5950 Citi: 5800 BoA: 5600 HSBC: 5600 JP M0rgan: 5200

Amazing_Concept_4473

Why are all the logos HSBC

Microwave-Dave

How many jobs does this guy want? Last month he was a contender to head HSBC. Since stepping down as an MP, he was editor of the London Evening Standard for three years, then a partner in some merger advisory firm.

SelenaMeyers2024

Since when has a doj investigation done squat in this country. Didn't happen with Microsoft in the 90s, not gonna happen with unh now, didn't happen with Google... Even when it "happens" (i.e. an action and resolution) it just means a payoff, look at HSBC and the cartels in the 2010s, or the cigarette settlement of the 90s.

bslaven3

Micron (MU) ended 2025 with a 47% year over year revenue increase. They also crushed their Q4 earnings. Stock target price was raised to \~$300 by USB and Citi Group and to $330 by HSBC and Morgan Stanley.

Sea-Tackle2868

I think many people just want to believe that the markets will act rational eventually. Pumping billions into companies that make no money and whose product is always getting a cheaper chinese copy within 6 months doesn't make any sense. Also the only hope to become profitable for a company like OpenAI is to make the product a lot worse for the consumer, (add a ton of ads, product placements or a expensive subscription) which will then lead to consumers using the chinese clone that was trained on ChatGPT for a fraction of the cost. HSBC thinks OpenAI will need 200 billion USD the next few years and the CFO already started talking about government bailouts. AI is definetly a technology that will stay, but we're all using the internet and there still was a .com crash.

GoZukkYourself

HSBC says there is no bubble. Case closed.

hv876

An extremely hilarious headline on FT: OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates

SlfImpr

These guys 😂😂😂 S&P500 EOY 2026 Targets: * Deutsche Bank: 8,000 * HSBC: 7,500 * J.P. Morgan: 7,500 * Morgan Stanley: 7,800

SlfImpr

S&P500 EOY 2026 Targets: * Deutsche Bank: 8,000 * HSBC: 7,500 * J.P. Morgan: 7,500 * Morgan Stanley: 7,800

dont_downvote_SPECIL

According to recent estimates from HSBC Global Investment Research, OpenAI will need to raise about $207 billion by 2030 just to support its projected compute-capacity and cloud-rental commitments. If they can't cover it internally, they'll do external financing via an IPO, issue additional shares and/or raise debt As long as investors are willing to hand money to OpenAI, they will be ok

RasenMeow

It is just an estimation from HSBC, but....https://fortune.com/2025/11/26/is-openai-profitable-forecast-data-center-200-billion-shortfall-hsbc/ Even if they are facoting in upcoming products and services, this won't change the fundamentals. They are heavily investing in Opex, not Capex. Opex = Money gone, no Opex = company offline.

Ok_Cry7572

HSBC built a model to figure out if OpenAI can actually pay for all the compute it's contracted HSBC assumes OpenAI reaches 3 billion users by 2030, which is 44% of the world's adult population outside China. They assume 10% become paying customers, up from 5% now. They assume OpenAI captures 2% of digital advertising. They assume enterprise AI generates $386 billion annually. Even with all those assumptions going right, OpenAI still can't pay its bills. The best case scenario HSBC can model still leaves a $207 billion hole. Their suggested solution is that OpenAI might need to "walk away from data center commitments" and hope the big players show "flexibility" because "less capacity would always be better than a liquidity crisis." That's a polite way of saying the business model doesn't work and everyone involved might need to pretend the contracts don't exist. This is the company anchoring a $500 billion Stargate project and driving hundreds of billions in infrastructure spending across the industry.

lexi_con

OpenAI is a money pit with a website on top. That much we know already, but since OpenAI is a private company, there’s a lot of guesswork required when estimating the depth of the pit. HSBC’s US software and services team has today updated its OpenAI model to include the company’s $250bn rental of cloud compute from Microsoft, announced late in October, and its $38bn rental of cloud compute from Amazon announced less than a week later. The latest two deals add an extra four gigawatts of compute power to OpenAI’s requirements, bringing the contracted amount to 36 gigawatts. Based on a total cumulative deal value of up to $1.8tn, OpenAI is heading for a data centre rental bill of about $620bn a year — though only a third of the contracted power is expected to be online by the end of this decade.

xeuropa

HSBC: OpenAI needs 207 billion in financing by 2030 to keep losing money. 😂😂😂

wrongrobertpatrick

“HSBC sees S&P 500 hitting 7,500 by end of 2026 with 'more to come' in the AI trade”

wrongrobertpatrick

HSBC backs AI rally

Ok_Cry7572

OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates I'm sure they can sell some stock to nvidia who's gonna donate some GPUs and the fake money

Prudent-Corgi3793

I was trying to look at their projections, then I got to their assumptions: >For what it’s worth, we can summarise a few of the assumptions HSBC is making for the estimates above: > - Total consumer AI revenue will be $129bn by 2030, of which $87bn comes from search and $24bn comes from advertising. > - OpenAI’s consumer market share slips to 56 per cent by 2030, from around 71 per cent this year. Anthropic and xAI are both given market shares in the single digits, a mystery “others” is assigned 22 per cent, and **Google is excluded entirely**. > - Enterprise AI will be generating $386bn in annual revenue by 2030, though OpenAI’s market share is set at 37 per cent from about 50 per cent currently. Everyone else stays more or less where they are now, market share wise. Yeah, they're fucked.

hypsignathus

"OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates" Financial Times headline.

ShittyUsernane1222

for the next market movement we must thank our sponsors. Scion Capital Management ltd. JP Morgan Chase HSBC Arasaka Corporation Militech Corporation Curtis Yarvin

thatsmymayo

535 price target from HSBC on AVGO. Did they just throw 3 darts to choose that number or what?

Affectionate-Idea690

Yes true.,but one bank used the ultimate AI trading one...the HSBC AI Powered US Equity Index (AiPEX), which uses IBM Watson's AI to analyze vast amounts of data—including news, market conditions, and social media sentiment—to identify potential high-growth stocks for investment strategies. Also replaced AI with real customer service as well ..which is annoying as fuk

Itchy_Document_5843

Everyone's talking about AI, but banks are rocketing without all the drama. JPM +34% GS +46% HSBC +43% BAC +22% MS +36% TD +51% Anyway, I'm bag holding a lot of tech. Hopefully, they will recover in the next few weeks.

MrJake94

Clever head on to invest, but he should take the time to learn investing himself. Why does he want to invest it? Short term or long term aspirations? Long term? Pick a world tracker etf (ACWI is competitive) or fund (HSBC All World Index Fund), deposit the cash and forget about it. He'll hopefully thank himself in the future when he comes back to it.

milkplantation

There is a lot of misunderstanding to address in your post. **First**, VXUS is hardly comprised of shitty companies. In fact, it's the opposite. [You can see for yourself](https://www.marketwatch.com/investing/fund/vxus/holdings): TSMC, Alibaba, ASML, Samsung, HSBC, Shell, Toyota, Novo, Sony, Mistubishi, Shopify, Siemens, Unilever, LMVH **Second**, innovation has been a recipe for success for the United States market but make no mistake, it's hardly the only recipe for success for a business or investor. Many of the most successful American companies are stable compound earners who just do a couple of things very well: Berkshire Hathaway, Amex, Coca Cola, etc. If you look deeper, China is actually incredibly innovative and will lead the green energy transition. So you have exposure to that market, and you have exposure to a market like Japan that isn't as innovative, but is renowned for quality and craftsmanship. **Third** that Buffet quote is one of the most misunderstood quotes on Reddit. We’re different than his wife. Buffett's advice to his wife to use an S&P 500 fund is a risk-mitigation strategy, not a vote against VXUS (or even Berkshire). He prioritizes her security and simplicity over maximizing returns because she will not be able to actively monitor the company's new management after his death and she lives in the United States so a home country tilt makes a lot of sense. His own actions of keeping his entire fortune in Berkshire stock [and Berkshire investing heavily in Japan ](https://www.cnbc.com/2025/10/11/berkshires-japanese-stock-positions-top-30-billion.html)should make it clear that they expect other markets to outperform the US in the near term. **Fourth**, US equities vs International [are cyclical](https://www.hartfordfunds.com/practice-management/client-conversations/investing-for-growth/us-and-international-markets-have-moved-in-cycles.html). It's been a historic run for the US but many analysts from renowned firms like [JP Morgan](https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/portfolio-discussions-international-equities/), Morgan Stanley, and [Goldman Sachs](https://www.goldmansachs.com/insights/articles/emerging-markets-stocks-and-currencies-are-forecast-to-rally) suggest International markets will outperform the US over the next decade. It's fine if Americans want to believe in American exceptionalism lasting forever, but there's a reason so many international markets are drastically outperforming the US this year and it's because smart money is hedging on the next decade.

audi27tt

HSBC is kind of a shitty company, mediocre at best. So setting aside those handful of exceptions OP is kind of correct. Also compare the top 10 VXUS to VOO, it's no contest...Nestle? I divested my international allocation 10 years ago and haven't looked back. Companies in the S&P now have significant international revenue exposure, I've seen figures estimating as high as 40%.

Affectionate-Panic-1

Even internationally shitty companies tend to have lower valuations. Your top companies in VXUS like TSMC, ASML, Samsung, HSBC etc are not "shitty companies". Now you're correct during the past 30 years the US has produced more "unicorn" companies that have caused the US to outperform, companies like Nvidia, Amazon, Google etc. It's not guaranteed that will continue though. The US in recent history has generally had a better risk taking culture and the corporations here have been more willing to make changes, on the other hand places like Japan and Europe have gotten the reputation as having less innovation and risk taking. As a result PE, or price to earnings, are higher in the US indices than internationally. However there's no guarantee that'll continue, and there are periods like the 2000s and the 1970s where international outperformed during poor US markets.

Philip3197

Top Holdings: [](https://finance.yahoo.com/quote/2330.TW/) Taiwan Semiconductor Manufacturing Company Limited**2.77%**[](https://finance.yahoo.com/quote/0700.HK/)TENCENT**1.38%**[](https://finance.yahoo.com/quote/9988.HK/)Alibaba Group Holding Limited**1.05%**[](https://finance.yahoo.com/quote/ASML.AS/)ASML Holding N.V.**1.01%**[](https://finance.yahoo.com/quote/005930.KS/)Samsung Electronics Co., Ltd.**0.74%**[](https://finance.yahoo.com/quote/SAP.DE/)SAP SE**0.72%**[](https://finance.yahoo.com/quote/HSBA.L/)HSBC Holdings plc**0.64%**[](https://finance.yahoo.com/quote/NOVN.SW/)Novartis AG**0.63%**[](https://finance.yahoo.com/quote/ROG.SW/)Roche Holding AG**0.62%**[](https://finance.yahoo.com/quote/NESN.SW/)Nestlé S.A.**0.61%**

Thaiaaron

More safety rules and less freedoms for 99% of the population because some hillbilly wants to launder his mothers piggy bank, and then HSBC get caught laundering Mexican Cartel drug money and get a slap on the wrist and have to write a twitter apology.

AppleDJ

How tf would u know. Im the one living in a foreign country. Theres other banks offering financial instruments lil bro. Its a big world out here. Not everything has to be USA-centered. HSBC, UBS, Societe Generale, Vonotoble, G&S (exception), Santander, etc. All offer options for American companies outside NYSE times

Shift_Tex

You really want to know? The Saudi Sovereign wealth fund invests in an offshore Cayman entity through an LP feeder with the GP being one of many private credit firms or hedge funds (Blackstone, Blue Owl, Apollo, Ares etc.). It’s usually an equity contribution with expected capital calls in the future. The money is now washed and can be deployed. These firms use this as collateral to take out low interest rate loans from underwriting banks like BNP, HSBC, etc. their leverage target based on the fund is usually 2-3X. So there you go.

bellahamface

Intel CEO Lip-Bu Tan is in Riyadh, Saudi Arabia for the Future Investment Initiative. On the opening panel 10/28 (just before pre-market 10/28). There’s way too many bullish things for Intel to list. https://fii-institute.org/wp-content/uploads/2025/10/FII9-Program_26-September-2025_Updated-2.pdf BOARD OF IS THE WORLD HEADING CHANGEMAKERS: GEOECONOMICS FROM FREE TO STRATEGIC TRADE? Nations are now wielding trade routes, supply chains, and financial flows as the primary instruments of geopolitical influence, reshaping the global order more profoundly than traditional diplomacy. While global GDP growth is forecasted at 2.8% for 2025, this masks a deep fragmentation as commerce between rival blocs shrinks and internal regional trade intensifies. As capital, technology, and critical minerals become the new front lines of competition, will shared economic interest become a bridge for collaboration, or simply draw the lines for a permanently fractured world? Speakers: • Bill Ackman, Founder & CEO, Pershing Square Capital Management • Cristiano R. Amon, President & CEO, Qualcomm Incorporated • Jamie Dimon, Chairman & CEO, JPMorgan Chase • Georges Elhedery, CEO, HSBC • Laurence Fink, Chairman & CEO, BlackRock • Bruce Flatt, CEO, Brookfield Asset Management • Adena Friedman, Chair & CEO, Nasdaq, Inc. • Scott Nuttall, Co-CEO, KKR • Stephen A. Schwarzman, Co-Founder, Chairman & CEO, The Blackstone Group • David Solomon, Chairman & CEO, Goldman Sachs • *Lip-Bu Tan, CEO, Intel*

ai-moderator

#TLDR --- Ticker: IBM Direction: Up Prognosis: Buy Calls Thesis: IBM has profitable Quantum & AI programs, partnerships with HSBC & AMD, and is basically printing money. It's the real ribeye.

marc_4x4

But you are aware that Optionsscheine are rigged by the issuer in this case HSBC. They are gonna minimize their risk by manipulating theta and IV. This is not an open market where market participants make the price (more or less). You are simply gambling against the bank. And due to the insane spread you are already down 25%. I really wish you the best and good luck and good timing for getting out with your desired outcome.

pootklopp

Not arguing because I'm simple. What about IBM/HSBC shit about stonks?

KezaGatame

I just meant in general that they might have tighter requirements than Thailand, as they have a more mature financial markets. and you made it sound like Thailand would accept anybody easily. So in the case of HK, in the past years specially after a big scandal with HSBC, banking got stricter. Before it was that anybody could open an account easily without much money, and even without proof of address. Now it became more difficult specially for some 3rd world countries. But I think for others developed countries they might still be quite open and too difficult though.

ZaddyPatSajak

Would've figured their quantum news with HSBC would be promising

No_Feeling920

Yes, it's the gold/silver bullion market, which is heavily manipulated. By HSBC, JPM and the like (the bullion banks/mafia).

No_Feeling920

The underlying gold market is heavily manipulated by institutions (bullion "mafia" - big banks like HSBC or JPM). You obviously have no idea what you're playing with. The only way for retail to consistently benefit, is to play long term (>1 year) and start at a trough, not at a local peak.

gatovision

Side question, Have you noticed the ridiculous PT upgrades lately? Seems desperate as hell. HSBC NVDA to $320 so basically $8T. I see APP has a SEC probe and gets an upgrade to $880 or something which would put it bigger than CRM. Many more, all the big banks are doing it constantly on ai and growth stocks

HatefulSweetPotato

Yeah, I've been on the good end of those at times. Just not sure about today's market sentiment at all. .I was hoping the TSM guidance and earnings + HSBC 320 PT would give it a bounce but the market is still skittish today.

HatefulSweetPotato

HSBC gives NVDA a 300 PT and my calls didn't cook

naked_space_chimp

Wait $nvda price target raised to $320 by HSBC? That's BS... should be $420.69

Accomplished_Owl1338

I checked quickly and it is not really an option in your case as they require physical presence of 183 days. Hong Kong would be better (\~30 days). You can open a company and use that to sponsor your visa, which would give you a local ID that can be used to open bank accounts on major banks such as HSBC or SCB, and from those you can use their brokerage services or open an account on a cheaper brokerage (Futu is solid and very affordable) to invest in US ETFs.

hrpomrx

What is HSBC’s track record with these recommendations?

Glock7enteen

I don’t think people realize how batshit insane it is for a $400b market cap company to pump 10% in a day just because some analyst from HSBC upgraded them

Future_Hyena2562

Just bought 500 shares NVDA, now let’s pump to that HSBC Target

sandygws

HSBC: *'NVDA' is a* ***$320*** *stock* Market: *'It's a* ***$178*** *stock'* 🤣