LOT

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

QuadzillaStrider

Shorting Musk companies has made some people rich and a LOT of people broke. Take your chances if you want, it's your money to piss away. Surely _you'll_ be the lucky one.

gbgftw

Half my portfolio is biotech now from having been almost 100% tech. It’s been doing a LOT better than my tech. Check out VRTX, ALNY, MDGL, REGN, CRSP, SMMT, NTLA and BEAM. A lot of upside and good momentum in this space.

RexDraco

It's true. Vibe coding can make you A LOT of money if you just dive in RIGHT NOW. I bet even in a year programming stuff wont be so lucrative by vibe coding alone. The market is gonna explode in over-saturation of media and programs in the next coming months alone.

ChessMaster_H3x

Yeah, Toyota N.A. headquarters was in Southern California a decade ago before TX gave them special tax advantages as well as axing A LOT of worker perks they had in CA like buying a Toyota vehicle at cost and cover their insurance, 9/80 work schedules, and just better overall quality of life as a Toyota worker.  Source: Was desk jockey at Toyota before they left for TX. 

roadtrip-ne

Because there’s 8 episodes and 3 years between seasons, and just because they’re making middle seasons doesn’t mean they’ll ever finish the show so if you have 5-10 years to waste on it a final season will possibly be ok for all your effort. A LOT OF NETFLIX SHOWS SHOULD BE ONE SEASON. Stranger Things is the best example of this, more seasons were fun- but did we actually need more than S1? The ending was the same ending as S1 but with more steps. Instead of so many half finished projects, would Netflix benefit from 1-3 season shows that tell a story start to finish. “Waiting for next season” used to mean next September now it’s 2030

Heineken_500ml

This was so obvious. RIVN ran out of money. They will need to sell A LOT more than 75 million shares. I"m thinking more like 750 million shares.

ErroneousEncounter

You have to do the math. And it is a LOT of math. More than most people realize. But generally buying a home (within your budget) will be a good investment, even today. The caveat to that is that you need to be there for at least 10 years before it starts to be worth it, and if you are just starting out your career in your early 20s, there’s a decent chance you may decide to change jobs and move at some point. Or you may get married and need to move for that reason.

Homeless_Alex

More than a LOT of other 39 year olds though I bet. Half the people on here won’t have 20k all saved ever in their whole lives

SirNedKingOfGila

Yea. The show seems to do a lot of things right when it comes to writing and acting but never forget how unfathomably easy it is to film on the same little set for almost every single scene. Set design? It's done. For every episode it's done. The lighting is always perfect. Costumes? You could basically make the actors buy their own. I have no idea what the budget is but I bet it was a LOT easier for execs to greenlight another season early based on vibes versus something like a lord of the rings series.

QuadzillaStrider

_People_ are doing it on a computer. And a LOT of them. Do you expect them to work for minimum wage or something? And running render farms at full tilt is NOT a cheap thing to do. Just ask any AI company right now burning millions for energy every month.

Dumbfuckistan_USA

Bet my entry was a LOT better than you

Etherius

I disagree Energy demand is the ultimate driver of civilization. The more is available the more can be done If we double our energy needs today and then find a 10% efficiency improvement five years from now, that frees up a LOT of energy for other activities

EmbarrassedKoala3982

no lol it is not applicable, cell towers cover way less km and there are a LOT more cell towers than ASTS satellites

Vegetable-King7626

Sounds A LOT like socialism 🧐

rufuckingkidding

Yes. There are going to be some winners and some losers. A LOT of losers. AI is transforming everything already, but some companies are going to be the MySpace of the transformation.

WolfieToThe

>Butttt I am really starting to scale out of AI stuff and getting ready for that crash cause even if the crash isnt real this amount of negative sentiment can certainly send a stock spiraling. And clearly there is a LOT of negative pressure right now. that's where I'm at too. I think there's enough profit to be made for the next 2-3 years, but the markets are already _so_ jumpy and hyper-reactive to news that its rising irrationality is making me want to look for an out too.

Disastrous-Fun-2958

Wow! This whole sub and comment section is one of the best I’ve seen in over a year - well done everyone! IMO, a lot of what happened the last two days (notably the first 2 days of the second half of the year), is a lot of profit taking on stocks that went parabolic going into the long weekend and Summer. A lot of “wait and see” money out there now. Also, the META announcement was more of a warning shot for the AI Infrastructure buildout Co’s (ie. CRWV, NBIS, ORCL, etc.) than the memory stocks. Those were all down a LOT the last 2 days. I think it was a great move by META ‘cause you gotta get SOMETHING for all that spend you’ve done and the spend you’ve projected while you continue on. After all, they’re still spending. To that point, Memory stocks are reactionary. Always have been. BUT they have had HGE multiple expansion! I think this is a good test right now, and we’ll see. But valuations across this sub-sector are still really low. Have you SEEN the FWD P/E on these??? The huge spend is still happening, and is going to continue for at least the rest of the year. Who do you all think it’s going to?

LibertasVitae

So many boats left the harbor without me on it. My penny stock is $LXRX and i have a LOT of it. The company seems on the right track but so many others seem to go parabolic while i'm holding. I haven't really seen too many things to get excited about. $gcts looks like one of those memory stocks in that range but doesn't seem to be getting Sandisk coverage. I just don't know why i'm not finding promising pennies.

Sybertron

I mean the simpler take is there was negative movement on Semis, largely from a Anthropic is working with Samsung to make a ton of chips news, and the timing was right before a day off market closed day. So it may indeed be the beginning of the crash I'm not the market expert here, but the other thing that happens when the market is closed is volume is really really low. Therefore nothing is going to pump stocks, and anything negative tends to be really negative since there is no upward pressure in the market. Chips wise I really dont see how the antropic/samsung story does anything but make the existing supply much worse. Samsung isnt going to take those billions and suddenly swamp the market with MORE chips, they are going to go 'hey everyone we're moving these chips to reserve for anthropic, so you can pay more to keep your order or wait longer" IE the market just got more competitive and expect prices to go up even more. So overall I'm holding for now Im not down too bad, cause it could result in yet another pump in the next few weeks. Butttt I am really starting to scale out of AI stuff and getting ready for that crash cause even if the crash isnt real this amount of negative sentiment can certainly send a stock spiraling. And clearly there is a LOT of negative pressure right now.

Timbukthree

$355k CAD will buy a LOT of hours of therapy

Sufficient_Habit5091

IMO he changed the rules A LOT. They aren't just held to a much higher standard. It's becoming such orders of magnitudes higher I wonder if democracy itself is already lost.

Robinw9787

Thing is though that they already announced it theres just the vote which again is likely to pass. Theres no new news or actual trigger, and saying that theres just 300m shares is weird since 300m is A LOT of shares.

Lucky-Ambassador8285

Who downvoted me when I said memory was looking a LOT like silver.

PsychoSynthesizer

Christ, there's clearly A LOT of regards long MU, judging by the comments. The South Korean government is basically encouraging Samsung and SK Hynix to build more capacity to help grow employment in a deprived region. Apple asks for access to cheaper China memory. The memory cycle still exits, just may be a bit longer than before.

MadeAcctToUpvotethis

This (above) is the worst explanation and simple wrong and scary people on Reddit write so confidently when they havent thought it through. Yes there will be more shares, but the money americans pay for those shares will go into the company (which you own) so there will be more money in the company. Because it is highly valued it will be a LOT of money, which is Why companies like these do this currently.

aomt

Well, most people work, have a decent life, going out, going for vacation, have kids, parents, dogs... If they start messing around, it’s 5-10-20 years in prison. Beside losing their life as they know it, Russian prison is not the nicest place to be. They have A LOT to lose. If your sentiment “war ends cause people will protest” - yeah, good luck. It’s like, social media got invented in 2026. nothing before that, right? lol

PM_ME__YOUR_HOOTERS

There is a reason that a LOT of Korean shows have "gambling addiction" as a very prominent character flaw in the last few decades. Shit, it was basically the premise for Squid Game lol

ObservationalHumor

I also wouldn't rule out other qualitative aspects of models too. A lot of effort has shifted into vision capabilities and where western models tend to be really strong is in their instruction tuning which makes it far easier to deploy or use for a lot of people. Having a slightly better benchmark scores might not matter if you have to burn a ton of tokens getting it format data properly or produce sufficiently succinct output for a lot of users. Efficiency and hardware requirements are also a growing consideration which is why everything is moving towards MoE models with lower activate parameter accounts that split easier across GPUs and produce tokens much faster. There's also growing traction on the research front towards diffusion models with both NVIDIA releasing Nemotron Labs Diffusion and Google putting diffusiongemma out there. There is A LOT still going in the AI space aside from just benchmark results that needs to be considered in all this including stuff like device deployable models and so forth. Anthropic and OpenAI are already set to IPO and moving forward with per token billing. I think everyone is expecting end user spending around AI to get a lot tighter and a lot less experimental as things go forward, which means the economics here today are going to matter a lot more and all the messy stuff around getting real value through the deployment of these models that these companies have been avoiding is going to matter a lot more too. Personally I'm shocked a lot of these companies haven't been hiring more aggressively for consulting and deployment services but if that does become a massive part of it then the Chinese companies definitely are going to have a ton of trouble competing.