LOT

WeedForReddit

Historical rallying of Samsung and SK Hynix had A LOT of people getting so rich suddenly. A lot of retirement savings were already invested into Samsung especially, but with AI surge and insane bonuses of their workers, so many became instant millionaires. This created intense FOMO + everyone+Govt hyping up these stocks + newly created Samsung/SK leverage options= many younger investors went all in to become catch up quickly. (I'm said genz Korean)

Rock_or_Rol

Genuinely… this is rapidly accelerating to a world war. We’re looking at our own power plants being targeted by splinter cells, crop biological warfare, cyber war going all out, sanction alliances forming, global riots.. a LOT of instability If we really go at Iran, which it looks like we might be… invest in canned food

ShadowLiberal

With a bit of googling I could name a LOT of CEOs who built multi-billion dollar companies who then burnt it to the ground. Not every CEO is the best CEO for each stage of the lifecycle that the company is at. A lot of successful fortune 500 CEOs would fall flat on their face if they tried to start their own business. And a lot of founders can't transition to being a good CEO when their company gets too big (Elon Musk is IMO a good example of this).

crossdefaults

Even though my port is doing mucho bad for the last 30 days, I feel A LOT better when I look at the daily charts of everything on my watch list that I haven't been holding. So much technical damage done to forner leaders.

AwakenedBeast616

Boy I feel a LOT better after closing half my trade, I can just relax and let this roll

vandalizethethief

That’s why you trade perps on Hyperliquid. 24/7 trading on synthetic oil, synthetic NASDAQ 100. I just put $100 on $SKHY short with 6x leverage & it mooned like hat 🧢 w/dog until I got stopped out bc I put risk at 2% and profit at 6% instead of 3% and 10%. I was up a LOT and cashed out initial investment but then got taken out and ended up with a 95% return. I’m new, just learning.

John_Gabbana_08

People have to understand a few things. 1. Most of these companies aren't going away. The way Apple or Microsoft has embedded itself in the daily lives of practically everyone across the world is incomparable to any prior tech companies. Apple is not going out of business in the next 20 or even 30 years. 2. A LOT can happen between now and 2050. Namely, severe recession/depression and/or the re-enforcement of ***antitrust laws.*** Enforcing our laws like they should be enforced could easily see a company like Apple, Microsoft, or Nvidia, broken up into smaller companies. Depending on the company, shareholders could lose a ton of money. Will most of the Mag 7 ***probably*** still be dominant in 2050? To varying degrees, yes. But a lot can happen between now and then, especially in a very turbulent political climate.

TheTrueJewbacca

ex employee here. was there for 3 years as well and had A LOT of stock. i bypassed extra salary in the hopes the stock would be worth something someday. my purchase price was super low, like 1 cent a share or something around there, maybe less. after the stock split i went from 140k to 211 shares and ended up actually losing money on it all. pretty disgusting with lime and the executives and how much they fucked over all the early employees. will never forgive them. and yes i know stock splits are common, but a 2:1 or a 5:1... they did a 660:1... absolutely fucking insane

ChesterfieldK

Yeah and thats saying A LOT

Swiftzor

So outside of NVIDIA there are three types of companies, there are model providers like OpenAI and Anthropic, hyperscalers like Oracle and Coreweave, and then there’s harness providers like GitHub Copilot and Claude Code. We’re also seeing basically cloud compute service layers and special funding vehicles but those add A LOT of unecessary complexity so I’ll keep it simple. Basically the way tech works is they get Venture Capital funding through various funding rounds, I think OpenAI is on their like 13th or so. But they basically say “we’ll give you X amount for Y percent of the company”, this lets them have a runway until they can deliver a product and start making money. But because of things like Uber and Amazon it’s become a larger trend to effectively run at a HUGE loss to get market share, like in Ubers case their burn was something like 300% of revenue, then once they have market they increase and charge actual cost. Where this is running into issues is the cost for compute that the model providers need to charge to even begin to break even is actually insane. The cost of a single B200 GPU is $50,000, that means if it’s financed over the 6 year period that NVIDIA is claiming they need to charge $1.50 per hour assuming full usage and no failure. Thats just the GPU as well, no other hardware, physical space, power, cooling, construction, or maintenance, and it doesn’t account for the 6% annual failure rate. Then each server rack has 72 of those GPUs, and each data center will have THOUSANDS of racks. So this is just to outline the scale we’re looking at. The GPUs are being sold are being marked as profits on NVIDIAs books, but they’re not being marked as assets or liabilities on the hyperscalers, so they’re sitting in this grey area where because the data centers aren’t built (and some are barely started because of various reasons) they have no place to go. It’s estimated we won’t see Q1 2025 sales turned on till Q3 2027, it’s not even a consideration of power in this, it’s just space and building. The power is an issue, but not one that can be solved quickly as regulatory compliance takes time, so I’m kind of setting that aside. Then all of this is on the backdrop of NVIDIA releases new GPUs every year, so by the time the ones from 2025 are turned on they will be two years out of date. As to the financing and demand, it was the case that everyone was promising to purchase compute from others, but now Meta, Google, and Amazon are all seeking to rent out their compute to other companies. Microsoft took GitHub CoPilot to usage based billing and lost a huge number of subscribers. Companies are now looking to cutback after Uber announced they spent their entire annual AI budget by May. This is where the demand is failing, OpenAI cannot convert free users to a $6 monthly subscription. So while NVIDIA may be able to sell GPUs, the companies buying from them have no planned ROI. Thats the issue here, there is no consumer base for this. If NVIDIA is selling $10M in GPUs to a company promising to rent back whatever they can’t sell that’s not a good business model, that’s just an unwillingness to let the party stop.

MaybeLiterally

To me, what you've really described is supply catching up and maybe even exceeding demand. Right now there is a high demand for AI, but the supply for AI hasn't caught up to that demand. This is clearly an investment opportunity, so there are many companies working to build out supply. I can see how this might match the fiber-optic build-out of the past, however there are some challenges to that argument. Mostly forecasting wasn't done well, and was WAY overly optimistic about how much bandwidth the internet would need and how fast it would grow. Some of these forecasts assumed so much more of these dotcom companies than would actually happen. We were an optimistic bunch back then. Turns out we DID need that much fiber, we just didn't need it all at one time. We built for the expectation of demand, not for actual demand. It wasn't easy to know for sure, we were in uncharted territory at the time. Right now there are some similarities. We're building out a LOT of data center capacity, and we're also in uncharted territory. To me, the difference is that we are seeing a lot of actual demand, instead of possible demand. Don't get me wrong, I see a lot of possible demand as well, but is it true or not? >So, if the capital cycle theory is correct, this spending on AI infrastructure should be overbuilt; then there won't be enough demand to justify the cost of this infrastructure, asset prices fall, and we return to reality. So there is the big question. Right now, there DOES seem to be enough demand to justify the cost of this infrastructure, but when will supply meet demand? That's what the focus should be on. In theory, if done right, once supply meets demand, companies won't need to spend nearly as much on infrastructure, and start taking in profit from inference.

ThatCreepySmellyGuy

TITLE CARD: A TOTALLY REAL PRESIDENTIAL ADDRESS SATIRE — NOT ACTUAL FOOTAGE OR AUDIO [0:00–0:05] VISUAL: Grand presidential entrance. Excessively dramatic patriotic music. The speaker approaches a podium surrounded by far too many American flags. TRUMP: “Next year?” [Long, confused pause. He looks sideways at an imaginary adviser.] “We just had the invasion—the greatest invasion Cuba has seen.” [Beat.] “Or, rather, did not see.” [0:06–0:20] VISUAL: Ridiculously overproduced military montage. Troops sprint toward a beach, immediately turn around, and display a giant “MISSION ACCOMPLISHED” banner. On-screen stopwatch reads 00:00:47. TRUMP: “Because our men, our boys, our elite-athlete troops completed their task—a very difficult task, perhaps the most difficult task ever known to man and mankind—in a minute.” [Leans toward microphone.] “Less than a minute.” [0:21–0:30] VISUAL: Animated calendar transforms into thousands of tiny stopwatch icons. Nonsensical equations appear: ONE YEAR = LOTS OF MINUTES LESS THAN ONE MINUTE = A LOT LESS THAN ONE YEAR TRUMP: “That’s equivalent to a lot less than a year. You have a lot of minutes in a year, so let that sink in.” [Kitchen sink slowly descends from above.] “Let that sink in.” [0:31–0:45] VISUAL: Heroic slow-motion footage of Trump looking at clocks, watches and microwave timers. A counter labelled “PRESIDENTIAL MINUTES” spins uncontrollably. TRUMP: “The years of my presidency are the best—the best years America could ask for.” “Even more so, I have been president for a lot of minutes. So many minutes.” [Counter explodes.] [0:46–0:58] VISUAL: The music becomes absurdly emotional. An aide repeatedly offers him a pillow. TRUMP: “But I have never tired.” [Immediate cut to him yawning.] “Of course I’m tired. I’m more tired than any American has ever been.” “But I have never tired of my role as supreme leader of the United Kingdom of—” [Record scratch.] “I mean, States of America.” [0:59–1:08] VISUAL: Map of the United States appears. Alaska and Hawaii receive gold medals. Florida receives a participation ribbon. TRUMP: “The best states in America.” [Thoughtful pause.] “Possibly even the best states in the world.” [1:09–1:15] VISUAL: Fireworks, soaring eagle, flags, kitchen sink and the exploding minute-counter all return simultaneously. TRUMP: “God bless you all.” [Whisper.] “God.” [Normal volume.] “Bless.” [Shouting directly into microphone.] “AMERICA!”

DoinIt4DaShorteez

The COKE prices we know are at least very close to what you have for Nov 30. If the TMX prices are similarly close, and those two stocks did not make up a huge portion of his estate, I don't think you have anything to worry about if you use them, unless you are coming out like $1 under the threshold and he had a LOT of shares.

opensim2026

Using up cheaper reserves is a STUPID idea, as to replace it will cost a LOT more and replacing it itself creates a new sudden demand that raises prices

awildboop

More than half of those aren't even failures, the whole "failed **and discontinued** projects" is doing a LOT of heavy lifting lmao discontinued ≠ failed or bad idea

GalwayBogger

They own a LOT of tv and movie rights. It might not be a good business but I don't see how those rights would suddenly become worthless. Someone will buy them up, if only for that, fo sho.

fdxcaralho

1. That is true for any commodity. Doesn’t mean it is not a good investment in certain scenarios. 2. I agree. This crazy run up needed a correction. Not sure where the bottom is. 3. I tend to agree. The argument is that there were some big sellers (Russia and Turkey for example) that sold during the crisis. Basically using gold as it is intended. The fundamentals for gold in the long term are still there with all the money printing. Plus i’m very curious on the China play. They are dumping US bonds and buying A LOT of gold right now.

ReblWithoutApplause

Also, not for nothing, this is my third time running \~1000 to like…near 100k.. I think the other two might have been similar or more. Can’t remember at the moment. The point is — even with all the live data, it takes A LOT out of you. Just the time is like… 7am-3pm most days.

Plane_Debt_6229

True. I've read about a few people that were able to turn some sum much higher and it requires getting it right A LOT of times. I was curious what their strategy was. Unless it was one go from like 1k to 100k it requires doing something a lot of times in a row

CarpoLarpo

A LOT of people bought SpaceX at its IPO price or higher. Not to say it wasn't dumb, just that there is an ocean of dummies out there. Besides only like 20% of people that invest in stocks read financial statements and only about 20% of those people understand more than half of what they're looking at.

WannaGetBetter888

What's interesting to think about, like for any product, your money will be their ROI. And this means, either they cut so many jobs that their companies are essentially running on AI Agentry and selling the same amount to you, consuming. Or they keep a lot of jobs, at costs, which means they have to sell a fuck more to you, the consumers. Their Revenues come from advertising(95% from Meta, 85% from Google) and they come also from a small part from your cloud services for Google (15%). So It is fair to realize that alllll this capex and having negative revenue cashflows and this competitve on AI is will only be rewarded by shoving a FUCKING LOT of advertisement in your mouth, probably gonna get really better at Singular Advertising than it is today. But That Means that other companies must really see that You the consumers bought their products because of them. So massive investements --> developing the next gen of AI hyperscallers --> But you gonna need to see a lot of advertisement and I believe you're gonna have to pay those sucriptions monthly, and thye're gonna try to force it hich might have a big drawback. Anyway yeah just a thought on how they can ever get ROI from this. Huge ammount of value still remains in the MASSIVE amount of data they are collecting form the world although no expressed directly in revenue . I think disrtuption by the OpenAi, Anthropic, Xai, think AI browsers , with singular agentry for everyone but at a begginer entry level availability and New types of communicating devices ( cellphones or new type) might also disrupt these Pillars Mag 7 of the dotcom era. It does make sense they are investing a lot. I do believe it might also be the moment where for a few years we ont see those all time highs e have seen in the past years.

WannaGetBetter888

What's interesting to think about, like for any product, your money will be their ROI. And this means, either they cut so many jobs that their companies are essentially running on AI Agentry and selling the same amount to you, consuming. Or they keep a lot of jobs, at costs, which means they have to sell a fuck more to you, the consumers. Their Revenues come from advertising(95% from Meta, 85% from Google) and they come also from a small part from your cloud services for Google (15%). So It is fair to realize that alllll this capex and having negative revenue cashflows and this competitve on AI is will only be rewarded by shoving a FUCKING LOT of advertisement in your mouth, probably gonna get really better at Singular Advertising than it is today. But That Means that other companies must really see that You the consumers bought their products because of them. So massive investements --> developing the next gen of AI hyperscallers --> But you gonna need to see a lot of advertisement and I believe you're gonna have to pay those sucriptions monthly, and thye're gonna try to force it hich might have a big drawback. Anyway yeah just a thought on how they can ever get ROI from this. Huge ammount of value still remains in the MASSIVE amount of data they are collecting form the world although no expressed directly in revenue . I think disrtuption by the OpenAi, Anthropic, Xai, think AI browsers , with singular agentry for everyone but at a begginer entry level availability and New types of communicating devices ( cellphones or new type) might also disrupt these Pillars Mag 7 of the dotcom era. It does make sense they are investing a lot. I do believe it might also be the moment where for a few years we ont see those all time highs e have seen in the past years.

Semyonov

Eh more a comment related to grok being responsible for a LOT of CSAM.

klipsetrades

I’m selective in a few ways. For starters, I don’t trade every everything — chop, FOMC/rate decisions, or conditions I don’t like and I’ll sit out. I trade around key support/resistance and levels that I mark on SPX. For example, if SPX rejects a resistance level that I marked, I may sell a call spread with my short strike above that level. I’m not saying “SPX has to go down.” I’m saying “I don’t think it gets through here.” If SPX reclaims that level and invalidates my thesis, I take the loss. Which leads me to, and most importantly, being selective with my losses. I look at every entry as paying to see if my idea works. If the market invalidates it, I take the loss. I used to struggle with accepting losses when I first started and I think that destroys more traders than their actual entry strategy does. Sizing down helped me A LOT with this

NoCommonDog

I believe OP has mentioned that they have paid off the house, car, and have $1.1 million in their trading account. So its not their first few winnings. I understand the validity of your point of view and don't mean simply be a contrarian but I'll just leave off with this: A lot - LOT of my friends and coworkers have started dropping dead with heart attacks, cancer, a couple of traffic accidents. One died of a heart attack during a zoom meeting and died in front of us while his young daughter was in the background. It has really opened my eyes and changed some of my thoughts about money, now I'm thinking: If you want a god damn watch - just buy the fucking watch. you could be dead next week.

Spy300

Are these rate hikes in the room with you right now? >TRUMP: PROBABLY TALK ABOUT CUTTING RATES WITH WARSH >TRUMP SAID OF WARSH “HE THINKS YOU HAVE TO LOWER INTEREST RATES” >TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES, WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES >TRUMP: WARSH WILL CUT RATES WITHOUT WHITE HOUSE PRESSURE >TRUMP: WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY >TRUMP: FRANKLY, GAS PRICE HASN'T GONE UP AS MUCH AS I THOUGHT >TRUMP: I HAVE THE GREATEST PLAN OF ALL, WON'T REVEAL WHAT IT IS >TRUMP: 'WORLD’S MOST POWERFUL RESET!!! >BESSENT: RATES PEAKED THE DAY BEFORE WARSH WAS SWORN IN >BESSENT: 100% APPROVE OF THE FED GETTING RID OF FORWARD GUIDANCE >DALY SAYS FORWARD GUIDANCE NOT GOOD AT THIS JUNCTURE >WARSH: I DONT BELIEVE IN FORWARD GUIDANCE >WARSH: MY PREFERRED INFLATION MEASURE IS PCE TRIMMED MEAN >TRUMP: “I LOVE THE INFLATION” >WARSH SAID HE WOULD STAY QUIET IF TRUMP ATTEMPTED TO INFLUENCE POLICY. >WARSH: ONE-TIME CHANGE IN PRICES ISN'T NECESSARILY INFLATIONARY >WARSH: DON'T THINK QE IS INHERENTLY INFLATIONARY

giddycocks

I don't trust Oracle anymore, but these sentiment analysis are so wrong. SaaS revenue is irrelevant compared to legacy on-premise support, which is around the same, except it brings in a LOT more margin. Support and Cloud revenues are so stable and so reliable, that Oracle uses them as loan warranty. Name one neocloud who has that luxury. We see Nebius trading at 250+ under promises of revenue and importance, but without any other business, products or warranties. As soon as the stock goes up, I'm dumping my RSUs yesterday for sure, I don't trust Oracle as an employer anymore either, they have permanently damaged their already shit image - but the current level it is trading is absurd considering other contexts. 

Rock_or_Rol

I agree of course, but it is interesting that China has the pressure lever here… all they have to do is slowly increase their own demand. Ig it speaks to the mutuality of the global economy, and if using an adversarial lens, they benefit by weakening America’s hegemony, whether with direct military capabilities, domestic spending or via global relations. Anyways, it can’t be manipulated forever. Iran isn’t in full scale war yet though… they have a LOT of targets they could go after to really squeeze the region.. maybe the calculus is to not crush gulf states but dissuade them from the US tendrils. If so.. and if this is going how it looks.. fuck man.. we’re watching a reality tv show guy fuck up America’s global dominance based on a sunk cost fallacy and impulsivity while eying the fucking midterms… all the bluster just makes it look more pathetic too This second round is psyopped af too it seems.

therealsilentjohn

> it'’s only like 2% but you get to collect that 2% as the price rises, & it will! Not worth the risk, not worth the reward. You have no idea what the price will do, and I have made more with my savings account for a fraction of the risk. > We could easily see Eth at $10k-$25k by 2029. Possibly $50k by 2030, but I like to stay conservative. Based on ... *what?* I left /r/ethereum for the silly price predictions based on absolutely nothing. I'm confident ETH will be worth more in the future. I just don't like to pretend that anybody knows how much more. 10k is a meme. 50-60 or whatever is just ridiculous. The marketcap would be $6 Trillion. The most valuable commodity on the planet ... I simply don't see that. Especially since the use cases, while growing, have simply only replicated tradfi functionality and produced basically only casino games. Yes, P2P money transfer is a very valuable functionality and use case. But most of everything else has just been hot air. There's also my growing centralization concern with Ethereum specifically (basically all other crypto already had this issue). Examples: centralized stablecoins, centralized node hosting on the cloud, centralized staking services, centralized layer 2s, increasing US institutional centralization (ETFs, etc). I think Ethereum has a ***LOT*** to prove in the next few years, and so far it hasn't proven to be worth the hype, not even close. Crypto is more despised than ever by most people. If crypto is to be just the backbone of Tradfi 2.0, well ... that's great and all, but that's not what the vision of crypto was years ago. That's not how it was sold to us. Again I'll just point to even [Vitalik being disappointed](https://www.reddit.com/r/ethereum/comments/1rjyqnx/sanctuary_technologies/) with what Ethereum has shown so far.

BFLO-Retail

Capped upside, typically a greater downside. I like trades where I could make a LOT of money or lose a little money, not trades I could LOSE a lot and only make a little.

spilledonwhite

Damn SPX had a LOT lower volume in relation to average than SPY. Still though, common complaint I see here lately. No idea why it is happening. No attractive plays maybe. I sat out today 🤷‍♂️

foulpudding

Buffett started in 1956 with $100 of his own money and $105,000 of other money from investors. That would be closer to starting with **$1,294,904.60** **today****.** **It’s definitely possible to knock that amount towards the moon over 70 years using his strategies.** **But a LOT is also going to lean on timing. 1956 was a great year to start investing. If Buffett had instead started investing in a bad year for investing (such as at the height of 1999) it would likely have taken 10-20 years off his earliest gains or derailed him completely.**

lethal-liking

Not sure I agree about the risk of the big 3 customers. The shift to a token based economy is going to have a LOT of folks thinking about their own backplanes for inference. They let the big 3 drive half of sales because it's easy and the feed is on.

dankeyschon

honey, they will just make you work A LOT more with that being a thing...

Main_Honey_7832

okay new plan, do this until I get A LOT OF POINTS, use them, and then close card.

Foooour

Oh shit yeah, looks like we have a LOT more room to go down

Dumbfuckistan_USA

Holy shit! There must have been a LOT of dumbfucks who bought at the top Never seen so many bagholder posts on Reddit for any other company

Gethro8787

Yes, RESPs for both kids. I’m balanced managed funds because I don’t trust me with their education funds. I live in Winnipeg, so cost of living is very affordable. I plan on <800k house with a 240k down payment.  My spouse has A LOT of money and of a pension as well. She currently makes as much as I do, but may opt to step back for the family for the next few years. Currently after all living expenses paid, I’m sitting on about 5k surplus a month. I’ve been covering all expenses to allow my spouse to invest as much as possible before a potential resignation.

CogitoCollab

Uh IPOs can and often end up down a LOT for a LONG TIME. Sure at some point it might moon farther, but Elon beat em to the moon pricing. He priced it like Tesla is currently valued (a ridiculous multiple). In summation, if there is a god, fuck no, it should 50 before and stay around there before eventually 300 in a decade when it's actually kinda mabey worth it if ever.

onlyonequickquestion

1000$ is a LOT of Wendys

antiquespaceship

Americans have a lot more disposable income than Europeans, and the US stock market has much higher returns than EU. Source: I spend a lot of time in Europe and this is consistent with every educated professional I’ve spoken to. Americans romanticize the European economy but their wages are way lower, taxes are higher, and economy doesn’t grow nearly as fast. It’s a lot harder to build wealth in Europe. America does not have as good safety nets as Europe, but it’s a LOT easier to make money in the US than any other country, in part because you can just buy stock in any top 10 company and make meaningful returns in the long run. Many countries are not allowed to invest in the US stock market to incentivize local investment.

brjh1990

Couldn't agree more. I've been very happy between PANW and CRWD. If we see a good pullback here, I'm throwing a LOT at CRWD.

jfauv94

I'm buying slowly and starting to accumulate here. I like it A LOT at these prices, but I want to see the company start to execute before I go all in. I think PENG has better 3-6 month potential.

luv2block

Remember, a stocks price is solely a function of the people buying and selling that stock at any given moment. On average, for any given company, about 1% of the float trades on a given day. So to "manipulate" the stock, you merely have to have enough money to push 51% of that float in a given direction. The lower the volume (.5% or .25% or .1% of the float) the less money you need to move the needle (which is why "manipulation" is more drastic in the pre/post market). Anyway, who has access to unlimited sums of money? Who can print money out of thin air if they want? The banks, the fed, the gov, and by extension the hedge funds... not just American, but central banks around the world. Hell, all the NATO economies are basically one giant ass central bank working in concert. They can't control everything, but you better believe they can control A LOT of the price action in the market if they want to.

Akuda

Honestly it was adjusted up for the year last quarter. They might, but they also only spent $35b last quarter so there's a LOT left on the table for the remaining quarters.

emdaye

Yes I know mate we all make our own mistakes Issue was while the market was good I was leveraging a LOT and it worked out. So I had 10k weeks just ThetaGanging Obviously you think your invincible then when it does downturn you get blown out. As I said in other comments lessons learned the hard way. I'm still making income so its all.good 

Sensai858

Okay here me out. Amazon built AWS when there was very little competition which is why they became such a dominate force in a service only a handful of companies could provide. Everyone and their mother is in data centers/neocloud I could literally name you like 20 companies. There is a LOT of competition right now and margins are only going to get worse. Furthermore capex is not a one time build out (it’s yearly and reoccurring) and the ROI will not be there unless you can produce the top model (they can’t and won’t). Theres a reason why anthropic does not cut out the middle man and build their own data centers — they are not retarded and can just pay retards for their compute. The irony is that once everyone realizes this and GPU/CPU/RAM come back to earth then the actual cost of compute will come down and we can get a wider adoption of AI. The first sniff of any hyperscalers slowing down capex this whole thing will implode.

Dumbfuckistan_USA

Recover?!? They are still up like 1000% over the last year and a half. There’s still a LOT of room for them to drop though

Syllabub_Visual

So I’m 26 years old and working in tech, pay is only in the six figures a year, and I really have nothing to my name because I have both a gambling AND a strip club problem, BUT I’m getting a $4m inheritance (from my grandmother, she lived to 108 fucking years old). It likely won’t be for at least a year given that the estate will take time to settle so it’s a long time, but that’s A LOT of money to yolo with. You know maybe some lender out there will be willing to give me an advance on it and sure there will probably be some insane interest rate but that doesn’t matter because if I put it into SPCX calls it will pay off many many times over… Actually just found a guy in Miami who will advance it at a 215% interest rate, so that means I’ll owe him $12.6m by the end of next year. If I put it all into SPCX calls a 10 bagger is conservative because Elon is saving humanity so that means I’ll make close to $30m if I take this deal. I only need to multiply my capital by 3.15x (maybe 6.3x after taxes), which feels conservative given that I’ve literally done 500x before (and of course I lost it all)…

AwakenedBeast616

One of the easiest mean-reversion setups I've seen and we had a LOT of these this week

Ok-Adeptness6444

https://preview.redd.it/s9vdaho5nsdh1.png?width=1420&format=png&auto=webp&s=2be51300e2f4b3e039c7cabf183514872be1be71 From March 30 to June 30 I mean, having grown so exorbitantly, it probably means there's still a LOT of freefall ahead :/

Tricky-Doughnut-6429

VWCE for sure, though I personally prefer WEBN (lower TER). A typical world index is about 60% US, so you get a LOT of exposure. In fact, I completely understand people who get world ex-US, then add SP500 as a separate exposure they can control. S&P500 is obviously much less diversified than a world index, but the US has historically outperformed international markets. I personally also invest into IMAE/CSEMU, just because of currency stuff. Also, don't get SPYL, get a synthetic ETF like Invesco's P500/SPXS. It should have better performance because it's more tax efficient.

Lombarginemachine1

If I sell now, I have to work A LOT to cover the loss😭

Syllabub_Visual

So I’m 26 years old and working in tech, pay is only in the six figures a year, and I really have nothing to my name because I have both a gambling AND a strip club problem, BUT I’m getting a $4m inheritance. It likely won’t be for at least a year given that the estate will take time to settle so it’s a long time, but that’s A LOT of money to yolo with. You know maybe some lender out there will be willing to give me an advance on it and sure there will probably be some insane interest rate but that doesn’t matter because if I put it into SPCX calls it will pay off many many times over…

MikeCheck_CE

I have no idea what the real estate market is like in Prague, but I will warn you that buying a home is probably a LOT more expensive than you think with closing and moving costs, ongoing maintenance and surprise repairs (especially if you're not handy enough to do them yourself). Make sure you are being realistic as you weigh the options. Speak with other home owners to get a sense of the true cost, not just the mortgage payment.

KLesTheUnforgettable

And it's gonn go a LOT lower.  Wait until the pre-IPO people become unrestricted in December. 

brucekeller

How long do you think that's going to last when we are right around the corner from AI surveillance cameras literally everywhere? Is something like Teladoc really going to be more trustworthy than a large corporation with its own army of lawyers with a LOT to lose if they had a major scandal that could boot them out of a trillion dollar revenue stream? Plus, considering AWS houses so much data already, what makes you think your info is all that safe anyway?

PsychoSynthesizer

Well, if those memory earnings are going to come in as people expect, then they've definitely just got a LOT cheaper, I guess

mrmrmrj

Jim Cramer made a few hundred mil running a hedge fund, then launched a newsletter off the back of that and got a TV gig - which is basically just a hobby for him. Cathie Wood pitched her idea to her firm, Alliance Bernstein, and was told no. She left to start ARK on her own. She raised A LOT of money at the perfect time. Even though her ETFs have been disasters, they still generate at least $10 million in management fees every year. Her firm does not have a lot of expensive staff. I think her peak management fees in a year were almost $100 million.

symplton

We're going to need A LOT more espresso.

sillyhands1

I mean I believe it. Gas prices were huge drivers and they have gone down A LOT. In my area alone they are 50 cent or more cheaper a gallon compared to a month ago

Taraih

MSFT dropping with SaaS makes no sense to me while GOOGL is holding up. It will be a LOT easier to replace google ads from search than the MSFT ecosystem. Market share of gemini is a lot lower than search in its field. I personally use google search around 10% of what it was before.

Me-Regarded

I like some software, like now, CRM... But not at these prices. I'm a developer and I have been personally replacing off the shelf software for my company with things we've built internally. There's a LOT of room for software to fall. It's about to get bad

brucekeller

There's a lot of cameras out there that need monitoring. A LOT. Way too many for state services to handle by themselves while ensuring loyalty and secrecy.

didnotsub

You’re putting a LOT of leniency in “show them”. That’s the hardest step of the process. Meta certainly uses machine learning to target ads specifically to certain users. That’s almost their entire business.

Sharp-Direction-6894

And that's a LOT.

Spy300

Price it >TRUMP: PROBABLY TALK ABOUT CUTTING RATES WITH WARSH >TRUMP SAID OF WARSH “HE THINKS YOU HAVE TO LOWER INTEREST RATES” >TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES, WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES >TRUMP: WARSH WILL CUT RATES WITHOUT WHITE HOUSE PRESSURE >TRUMP: WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY >TRUMP: FRANKLY, GAS PRICE HASN'T GONE UP AS MUCH AS I THOUGHT >TRUMP: I HAVE THE GREATEST PLAN OF ALL, WON'T REVEAL WHAT IT IS >TRUMP: 'WORLD’S MOST POWERFUL RESET!!! >BESSENT: RATES PEAKED THE DAY BEFORE WARSH WAS SWORN IN >BESSENT: 100% APPROVE OF THE FED GETTING RID OF FORWARD GUIDANCE >DALY SAYS FORWARD GUIDANCE NOT GOOD AT THIS JUNCTURE >WARSH: I DONT BELIEVE IN FORWARD GUIDANCE >WARSH: MY PREFERRED INFLATION MEASURE IS PCE TRIMMED MEAN >TRUMP: “I LOVE THE INFLATION”

Independent-Use-228

I mean, I can. I know how to read assets. What I don't know is you and how stupid you actually are. Imma avoid you like Nicki Minaj. Enjoy life. 😘🤡🫡🤌🏿🤌🏿🤌🏿🇬🇭🇬🇧🇺🇸 BTW... I like gold A LOT. $AU

cheesecakegood

Buy a used car. That’s a *huge* deal to enable getting [better] work for a LOT of teens. For at least some fresh adults that’s literally the difference between Taco Bell because it’s in walking distance and a better paying job they can commute to.

TRICERAFL0PS

I was using Cuda in 2012, I don’t remember the market hating it - or even having an opinion about it then. I was also writing hello-world NNs in 2016 to make sure I prepared for what was coming. I’m far from an expert in the field, but I’ve been hanging out in and around "AI" since 2007 or so. All I can say is you seem like you have read a LOT. And I commend that. But I have no idea what you are talking about.

fenriswulfwsb

Well that's the issue isn't it. Iran's leadership has very little to lose and the current US administration has A LOT to lose as it faces decling popularity heading into mid-terms. Unless the US is committed to a total invasion (which it obviously isn't), Iran is gonna win this bluffing game cause it can wait the situation out.

Syllabub_Visual

What purpose do p-o-l-y-m-a-r-k-e-t and k-a-l-s-h-i even have besides allowing for insider trading? The CEOs are both complete slimeballs. Anyways a lot of people are going to be making A LOT of money this week…

Etherius

Agreed A huge chunk of a LOT of fields are drudgery that AI is uniquely suited to As long as you’re willing to proofread it it’s a massive force multiplier

Sufficient_Habit5091

Oh for sure. But being rich makes it a LOT easier.

ImPapaNoff

> The fact that most of their large single-stock positions issue qualified dividends saves them a LOT every tax season, when compared to selling the same amount (which they would need to do otherwise) Uhhhhh no. Qualified dividends are treated *exactly the same* as long term capital games. It saves them literally 0 when compared to selling the same amount. Actually it *saves* them negative money because if they sold instead they wouldn't have to pay taxes on any principal amount and would only pay taxes on the gains. Holy hell people really don't understand finance, huh?

AttackBacon

I generally agree, but there is a specific use for dividends, specifically qualified dividends, because they're tax-advantaged federally. For instance, my folks had a large inheritance that didn't receive a step-up in basis, so it was entirely taxable and full of crazy gains (like Exxon from the 1950s etc.). The fact that most of their large single-stock positions issue qualified dividends saves them a LOT every tax season, when compared to selling the same amount (which they would need to do otherwise). That's a pretty niche situation, but it is an advantage that's good to be aware of if you ever find yourself with a large holding in a taxable account.

Arquit3d

Will never.. harm is done to a level noone imagined, and his followers don't realize they rely on the rest of the world for A LOT of stuff

Elegant_Pin9053

You literally cannot lose. Fuck the haters. Use all the money. You made A LOT. But how much did you not make, yet?

cigarettesandwhiskey

No no calls. There's going to be a LOT of solar energy tomorrow.

uzcaez

Plus all the extra revenue from the world cup: Australia, Brazil, Canada, Croatia, England, France, Netherlands, Norway, South Korea, Turkey, United States, and Uruguay All of them partnered with Nike. The us was a surprise and I definitely saw A LOT of jerseys. Canada was a sponsor of the event so a lot of Canadians bought it. England is going far France is one of the biggest potential winners

Boraximus

Memory is doing A LOT better than I expected

Jobless-Dev

Someone commented under my post when I said I have 128$ puts expiring today. Guess what tho, even a broken clock strikes true twice a day and I was wrong A LOT this week

Front-Volume5906

Not an expert, but...I've put a LOT of money into Vanguard's tech fund (VGT) over the years, and have made a lot of money. Is it volatile? Yes. Will it continue to outpace the SP500? I think so.

jub-jub-bird

> and the one thing that none of the futurists who write about man colonizing space can ever really answer in those stories is why we'd build anything in space beyond stuff for scientific research. There are a few reasons. Communications obviously and SpaceX is already doing thatg bit. Zero-g manufacturing has a LOT of potential uses in material science, pharmaceuticals etc. there are absolutely things that can only be built in space though we're only now starting to figure out what they are. The other potential space only resource is various materials that are very rare on the earth's surface but very abundant in space. Granted it's too expensive to get them and bring them back for use on earth (at least for now) but it's not unlikely that with future advancements in-situ zero-g manufacturing using various mined materials would produce goods valuable enough to be worth transporting or that could provide value for us on earth from where they are now. > The only way that it could ever stand a chance is if 1) that cost is reduced A LOT. The good news is that price *has* come down a LOT and is projected to continue coming down. The cost to put a payload into low earth orbit with the space shuttle was 54,500/kg, with the Falcon 9 it was $2,600/kg, with the Falcon Heavy it's $1,500/kg. Starship is ready it's projected to bring that all the way down to ~$200/kg. Even if that's too optimistic and it costs twice that it's still low enough that lots of things that had been cost prohibitive start to become feasible. (Starfall is part of this. Starship to bring up enormous cargoes all at once... Starfall to gradually return stuff down in a piecemeal fashion. Pretty much exactly what you'd need to make zero-g manufacturing feasible) Does any of that justify SpaceX's current market cap? Not remotely, but there is at least some potential for real value in space in the near future beyond our existing communications technologies and scientific research.

cuteman

The radiators SpaceX intends to use are both much larger than the ISS and don't need to be dual loop because they aren't trying to maintain life support for humans. >Why the fuck would you bother when you could just build them on earth? Energy and water use projections for 5-10 years in the future. Earth based data centers are currently more viable, sure, but Space compute starts looking a LOT more attractive in 2030 let alone 2040-2050 when energy use is expected to be triple the current US total production. SpaceX isn't building for today, they're building for future decades. Why is that so hard to understand? >Elon and SpceX have absolutely zero intention of ever even planning prototypes for space data centres. Already exists bud... https://finance.yahoo.com/sectors/technology/article/spacex-reveals-its-first-orbital-data-center-much-simpler-than-a-starlink-satellite-musk-says-141110185.html

reaper527

> thats pretty good in most parts of US and europe too, and kingly in most countries. japan is japan though. it's such an amazing place to be. i can't wait to go back (and if i ever reach the $5m mark that ear is talking about, i'm certainly going to be spending A LOT more time over there)

RogueJello

Trump wants a LOT of things, some are even legal. He's not getting everything he wants. This is the process as I understand it.

GatorBo69

You’re obvs either very young, or new to investing. MSFT is one of the ONLY Mag7 stocks that has NEVER had a stock split. Over 40 years it’s provided absolutely INSANE returns and is a solid 15% of the over 200+ individual stocks I own. There are a LOT of companies out there right now that won’t exist in 5-6 years, but MSFT will still be there, going strong. They are an absolute juggernaut in software development and AI advancement. Microsoft Office is the most used software in the business industry and Copilot is only a recent development of them moving over to having people create their own AI “agents”. I don’t know any stock that right now is absolutely tearing it up in the AI industry at this moment from January, as the market is right around the high that it was back in January. Just stop looking at it every day and let it work for you.

Etherius

Look. I don’t have to pretend to understand everything But i understand Meta, Google, and Amazon have a VERY long history of huge capex that pans out very well (metaverse aside, Meta still makes enough money that investors didn’t really care about that as much as they could have) I also know AI is ridiculously powerful and going to shake things up a LOT. If Amazon says something is worth a $200B investment and it’s ALREADY paying $20B a quarter whit hr fuck am I to call them wrong?

Tar_alcaran

Depends on where you live. In the Netherlands, renting costs a LOT more than buying these days.

gbdgdh

when a stock nearly triples in a short period based on future promises rather than current earnings, it becomes highly overextended. arguing that a stock is "not overvalued" just because an inflation calculator says the price was (technically) higher 25 years ago ignores the reality of the current situation. intel was a dominant company in 2000 (almost like the nvda of that time); it is a struggling company today - yes, their ceo is making some noise around turning the company around, but they have a LOT of ground to make up - they are far behind tsmc, amd, and nvda right now, and may never bridge the gap.

SPY_one_zillion

I have A LOT of spy puts expiring Friday

FreshLiterature

What's hilarious about this is Paramount has to pay A LOT of money if the deal doesn't close fairly soon. I think by the end of August? This isn't the only legal hurdle they have to mount either.

jwvo

people get fixated on revenue in telecom but margins vary all over the place and i think this is what is getting the market confused. Say i have an old customer paying $10,000 month, but it is on an old type of circuit I used to rent from ATT for $3500 to connect them to me then ATT raised that over years to $15,000/month, now essentially the customer has a negative margin contribution. In that case you would rather not have the customer. there were apparently a \_LOT\_ of deals like this in the sprint mess so what we really should be watching is free EBITDA which seems to keep going up and is a good sign.

creepy_doll

The people delivering the tools. That is, power, data center fittings, construction, chipmakers. I use ai all the time at work(I don’t trust it to do my work but it’s a good assistant and sounding board), and I see how good(and bad) it is. To get good results you need to put a LOT of money in. More than just having someone do the work. But a collaborative process can accelerate a real knowledge worker in a lot of areas, particularly research and review. But that kind of usage isn’t going to make bad workers produce good outputs. So once companies start optimizing their ai use they find a limited number of people that steer it and make good results but don’t burn near as many tokens as the ai companies had hoped. And the new models are getting more and more expensive. And yes, fable 5 is better, but it still makes stupid blunders and I can still only get good results from it without burning tens of millions of tokens by regularly reviewing and course correcting its work.

TreeofLibertyFood

I just got a paper cut. THANKS A LOT KOREA!

Goonslopenjoyer321

guys, we are literally few percentage down from 750... a LOT of capital has rotated xD

ShadowLiberal

This. I read a lot of science fiction books, and the one thing that none of the futurists who write about man colonizing space can ever really answer in those stories is why we'd build anything in space beyond stuff for scientific research or some kind of military advantage. The big problem is that even if you COULD build stuff like space data centers, factories, etc. in space, and there were no physics problems behind it, it's simply not economically viable. Just google how much it costs to lift a single pound or a single kilogram into space. No business is ever going to be financially viable in space for that reason alone. The costs of shipping personnel into space, and supplies for the personnel (and supplies needed to keep running your business) would be astronomical. The only way that it could ever stand a chance is if 1) that cost is reduced A LOT, and sadly the laws of physics are probably going to severely limit how much more we can realistically reduce this cost. And 2) Your business does something in Space that for some reason can't be done on Earth, meaning you'd have no other competition beyond other space companies. What that something would be your business could only produce and sell in space, I have no idea. But it definitely isn't data centers.

wuumasta19

I get what you're trying to ask, but A LOT of these things are not comparable to each other. The tulip mania thing has been blown out of proportion, especially since their was more complexity that included froward contracts and a tulip damaging virus during the growing trend of the tulip trade. Jumping on trends is a common business tactic, until you're the one holding the left over stock.

10aghmu

I think there can be a nuanced position of seeing the value of AI and understanding it used a LOT of resources to work