LOT
Lotus Technology Inc. American Depositary Shares
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This. There are a LOT of proposals that take much longer than 6 months to create any return that would show up on a financial report. I'm highly skeptical that this would really move the needle on short term thinking.
Unless I’m missing something, 6 month reporting doesn’t sound that bad The positives for changing: +reports 2x per year vs. 4x per year +regulatory accounting does not go away in either case +companies are not prohibited from continuing to do quarterly reports +less time doing quarterly reports saves money. A LOT of time spent on accounting, big accounting firms suck $$$ from businesses +quarterly reports are destructive to management and long-term operations NOTE: shareholders get pissy over quarterly results, management does dumb stuff to keep the dumber shareholders happy. Even when profitable, shareholders always want MORE. negatives: -Shareholders want dividends, and fuck R&D and other re-investment. Goodbye quarterly dividends. shareholders are leeches (they all act like Kevin O’Leary) -you’ll have to wait an extra two months to find out if a company is performing poorly
Worth noting there are LOT of DDs posted on reddit and the real trick is knowing (or betting) which ones of them will pan out. When this stock was 0.2, you'd need to have had a lot of conviction to buy at that price.
>gemini is the #1 app on the ios app store, not open ai/chatgpt App store rankings are based on downloads within the past 24 hours, not app usage. Most people already have ChatGPT, Gemini is less widely used. Google did a huge advertising push over the weekend, which drove people to install the app. I've seen ads for Gemini everywhere the past week. On social media, on TV, etc. It's actually kind of insane, Google must be spending a LOT. Relying on app store rankings for bearish/bullish signals is a bad idea. I remember a couple years ago, Paramount+ was the most downloaded app in iOS and android stores, everyone was saying it was good for the stock. The company has since tanked by 50% in value. >googles revenue has grown more than projected since chatgpt was released So did cable companies after Netflix on demand streaming was released. It can take several years for older generations to catch on to newer, superior technology. Most of Google's rev growth has been because of: 1. Higher cost per ad impression, due to high demand for advertising 2. Cloud growth, as companies that can't get their hand on H100s and H200s are forced to rent them wherever they can find them. Google's usage has been declining among younger demographics, which historically have been a strong leading indicator for older demographics when it comes to technology.
To have 24K in losses you had to buy about 50K worth of shares. It is a LOT of for single stock position. That is usually what happens with such non-tech single stocks - all good for couple of years, until it is not, and there seems no bouncing back in upcoming 10-20 years
No, your math seems right. But it's a complicated thing because you'd have to figure out how much more profit you could make by pulling the profit out early and buying new/additional Calls. Are you selling Calls against your long Calls? If so, then that's another new revenue stream. You're right, 35% down to 15% is a big difference. Looked at simplistically, it's a 20% difference. The question I think then becomes: could you use the profit you'd pull out to make 20% over a year? I think you could, but again, it's a hard thing to figure out. Even with some real numbers, like what Calls you currently hold. But just to ballpark it: From my original reply, you'd pull out **34.47** in profit. You'd use that toward a LEAPS Call at 80-delta that costs **41.10**. So we could say you bought a fractional part of that Call: 34.47 / 41.120 = 83% The profit you took out, and got taxed on at 35%, buys 83% of another LEAPS Call. The tax on 34.47 is **12.03**. (I'm keeping everything in "option dollars" to simplify comparisons.) How much will that new Call appreciate in a year? Hard to tell, but GLD is up $96 over the past year. Simplistically, the Call will appreciate 80% as much, **$76**. (It would go up more as its Delta went up, but that's a bare minimum.) So finally: is $76 more than the tax of $12? It is, and by a LOT, so maybe the play that makes more money is to forget about LTCGs and play LEAPS Calls by keeping them near 80-delta, using the profits pulled out to buy more LEAPS Calls. I'm not a financial advisor, just an engineer, but all the math I just did makes sense to me. What do you think?
Oh not much, just that I've gotten away from selling ATM. And swung the other way entirely: selling at 16-delta, which is a 1 Standard Deviation move, or the Expected Move if your platform shows it. I just got done saying to someone in another thread that lots of things 'work' in options. And I think none are demonstrably "the best." But with GLD especially, my CCs at 30-delta, and then even at 25-20 delta, were getting consistently run over. And yes, I was rolling them, but never gaining enough ground to get them out ahead of the ETF. Point in case: I'm short a GLD 199DTE 333C that's ITM at 64-delta by 2.42. It's worth 20.00, which is $2,000 that could've been in my NetLiq. The 84-delta Call it's written against is going up faster, sure, but I'm only gaining (84 - 64) = 20 deltas, or 20% of GLD's move each day. I don't usually let them go out that long (60 days is kind of my max), but I never remember to save up enough cash in the acct to buy it back before I get down to it and go, "Crap. I forgot to buy this one back. Guess I'll roll it again." On another note, something I picked up on just this past week because someone mentioned it to me in another thread is TLT. Before you think, "It's just Treasuries, how exciting can it be?," look at its [1-year](https://imgur.com/a/VCYF8G9) and [1-month](https://imgur.com/a/HcV3j9e) charts. That rebound at the end is I think due to the upcoming rate cut expectation. The main thing I do these days that I don't think is in my OP is PMCCs: buy a Call a year out at 80-delta, sell a Call 30 days out at 30-delta. And for that, you don't necessarily need the underlying to go up much, but *you need it to not go down*. And I suspect that's going to be the case for Treasuries for the near term. So then watch this: Buy the TLT 489DTE 75C at 88-delta for **15.43**. Sell the 32DTE (from Monday) 28-delta 92C for **0.59**. ROI: 0.59 / 15.43 = 3.8% That's in 32 days, so annualize to about 43% if you could do it time after time. That's a LOT. AND it's Treasuries, which aren't going to drop quickly. AND that doesn't take into account any appreciation of the long Call. If you want MORE excitement, bring the long Call in to about 120 days: Buy the 16Jan84C at 80-delta for **6.65**. Then sell that same Call against it: (0.59 / 6.65)(365 / 32) = 101% apy, 'sort of'. So one thing I'm doing is settling down into a 5-ETF allocation which I'll rebalance monthly in general, or weekly if needed. GLD and TLT are going to have permanent 20% slots. Then I'll fill in the other 3 with things I pick. Take a look at the chart for MAGS to see the kind of price action I like. Take care!
Yeah, but I've left A LOT of money on the table. I don't let trades play out too well. Its been this way for over a year now and I'm kind of frustrated. I haven't done much trading recently due to working but I'll have more free time in a couple of months.
Groyper says what? We are gonna be hearing A LOT about them in the coming weeks.
If you're going to include indirect events then your feed is going to have a LOT of noise- traders make money because they know what is meaningful news, and what isn't.
And I think A LOT of people are counting on a .5% cut
Mostly FinViz, Trading View, and Barchart, then listen to rumors on social media platforms (sell the news). I try to find what I think will bubble on my own DD then if I see it pop up on social media, I usually get in early. I also practice the law of observation A LOT, so opportunities usually show up as synchronicities. Good luck Brotha 🙂↕️
So I may be crazy but as an autistic person who observes A LOT, I think it may have just simply another distraction from what will be a likely volatile day and they are getting ahead of it. Either by capitalizing on someone just having enough of that twat existing in general or it was indeed some sort of part of the bigger plan. The SPX hitting an all time high twice in a short period of time and the “analyst reason” being frump died the first time and some prick I didn’t even know existed got killed for either being an asshole or because both sides hate him and want him dead, it’s clear to me the average person buys into the analyst reason and moves on. It’s all a big picture shell game shifting shit around to make things look like they are functioning when in actuality it fundamentally is broken and they found a way to capitalize on it the most. Anyways, calls it is for today
I am someone who works in crypto. Before working in crypto, I spent 20-30 hours a week as a “hobbyist” learning everything I could about crypto. My advice is, like equities / stocks / ETFs, time in the market beats timing the market. And with crypto, it’s a LOT more exaggerated because there’s certainly a lot more price manipulation that happens short term. If you’ve done your research and are willing to keep up with the trends, investing makes sense for the long term. But for as hard as day trading in traditional markets is, day trading in crypto in exponentially harder and has a much greater chance for failure (and the failure rate in day trading is like 99%)
Of course anytime! I made a LOT of research on them. And I do like SCHD for dividends and being steady in price. I like VOO because it’s too companies in the United States and really good growth Potential continue to grow always. Then VT is basically the same but it’s Globally so I have an ETF for the States and one that’s internationally also which will continuously grow. And lastly I just added recently is SPMO I started looking into. Also great return as you can see and growth throughout the last 5-10 years. Great for me in my case to start at young and just make weekly occurring investments in all of them. I’m barely turning 23 so I really wanted to figure out by 25 what I really want to invest my money in and where I can see it growing for the next 35 years until I turn 60 and take it all out tax free and live my live with no regrets.
Ah, so you haven't been following along with the pivot? If you start w/ an LOL, I'm not sure it's worth my time to type it out. But here's a quick snapshot... The current model is very capital intensive and outcomes are based heavily off of the market and whatever headwinds/tailwinds the market gives you. In addition it relies heavily on forecasting the future accurately enough to determine your margin vs goals. If you get it wrong, it's thousands of homes that you've purchased at risk. Like when the carpet got pulled under the real estate market a few years ago that no one predicted. You get hammered on costs. This is the exact time Zillow bet all via operation "Katchup", no joke, and overplayed their hand and costs them the game. So, they exited. Think they're just ready to jump back in after years of trying and ultimately failing? lol.. k Now, with the two new products, the risk Opendoor takes on is reduced by A LOT while making it beneficial to new sellers. In one other new business product, it's just margin with no literally no risk to the company / increase in inventory, while still allowing ancillary services to be sold. $$
I like the AIRE business model, at least they have solid gross margins. And sales are exploding, that could mean a LOT of gross profit in the future.
That's actually bullish because sick dog uses a LOT more money.
Watched it: highly unlikely. Hit him in the carotid artery in his neck, and he instantly started losing a LOT of blood.
Mods are removing comments in a LOT of subreddits posting about this. not sure but I think the vids with audio are more likely to get taken down too, so reddit mightve been faster than you thought, but many vids and threads are getting scrubbed. if the vid is of the assassination up close but has no audio, its probs more likely to stay up. anyhow, I saw the NSFW video with audio. His last words were talking about gun violence, and in a comment that got removed I said that this could be a premeditated 4D chess move by HF and MAGA. then poof. comment immediately scrubbed. this is very United States of Gilead. be safe out there.
>Most companies are pouring dollars into the future. They're certainly pouring money into AI, they haven't seen much ROI on those hundreds of billions in investment though. Oh and stock buybacks, they're spending a LOT on stock buybacks, despite most companies sitting at insane valuations as is. Is that the foundation for a bright future? Guess time will tell.
Depends quite a lot. A recession technically just means two quarters of negative GDP growth in a row, but GDP includes a lot of stuff. The specifics, and market reaction, will vary recession to recession. If a recession occurs that leads to a lot of unemployment, the market contracts materially because individual companies may be at risk of bankruptcy which can impact both that companies stock and the suppliers/customers of that company. Millions of unemployed people means way, way lower discretionary spending and people finding cheap/low cost alternatives (even for the people who are not unemployed because people get nervous about it and cut their own spending just in case). But not every recession plays out exactly the same so the market waits for more details and context on what exactly drives the negative GDP and to see how companies are faring in that economic environment. Some sentiment may already be baked in of course, but if the US has negative GDP in 3Q and 4Q for example (when a LOT of companies are banking on holiday business) there will absolutely be a broader sell-off at least for some stocks, but the details just depend on a lot of factors.
It's not a bubble. The tech bubble, was a bubble. You had 0 revenue, 0 growth companies trading at INSANE valuations. You're telling me Nvidia is overvalued when they have a 2-3 year backlog and NO competition at all on their products? And they've been crushing earnings consistently for like 3 straight years? Or that Amazon and Microsoft are ai bubbles because they can provide cloud services for pennies on the dollar compared to an in house solution for small and large businesses? AI is creating a LOT of back end efficiencies to these services and that's why they are piling money into them. It's not the same as the dotcom bubble at all. Are there some ai companies trading on hype? Sure. But they aren't in the s&p500
It's a LOT of money for me, trust me. Worth more than my house now.
I just wanted a boring inside IV move. A LOT of theta gains were just wiped.
So they put in some stooge to fudge the numbers and *suddenly* the Biden numbers get revised downward. So they need to drop it a LOT in order for Trump numbers to show improvement.
Lulu is great. Their quality has gone down in the last few years and their designs have been awful lately, but their brand name still has a LOT of pull for their target audience. People were shelling out $200+ for pants and walking away happy. All they have to do is figure their designs out. Whether they succeed or not is entirely up to management working their fashion magic or not. Their name alone gives me a 20% upside from this point if they stop the bleeding.
Greeks Greeks Greeks. Understanding them are SUPER important. You could buy a call or put and it lose half its value immediately and just be 🤯 and then you have a LOT more ground to makeup before you even started. Getting a profit at that point is a lot more difficult. So, just make sure you learn how they work.
Right now the average latency of 5G/LTE and Starlink are approximately on par with one another (\~35ms to a POP), however Starlink's latency is far more stable than cellular, especially under load. Perhaps latency, and latency stability isn't a deciding factor for residential buyers, but it is most certainly a deciding factor for businesses, particularly consistency across all broadband metrics (latency, jitter, packet loss, throughput). WFH and gaming users are going to care about throughput and stability a LOT. Your mom streaming Netflix in the living room and scrolling Facebook on her phone isn't going to notice or care. I'm telling you, the reason SpaceX is going to win this is because of their ability to get payload to orbit. Remember, LEO satellites need propellant to keep them in orbit, they eventually run out and have to deorbit. Of course the higher you are the lesser this effect, however they're going to have to replace these sats eventually. That being said, you're still going to have capacity issues. Spectrum is zero sum, payload to orbit is not. That put's a hard limit on how and how fast they can grow. If you're gonna shoot the king you better not miss, and right now ASTS is armed with a slingshot and pebbles.
Trump is going to be the scapegoat and seen as a extreme outlier in US policy by future administrations, Canadians and other countries will believe this. I do agree with you though on consumer preferences and imports having a more lasting impact, but I disagree on the severity of the decoupling from the US and how much credit you give consumers on caring for this "betrayal". They are betrayed much harder from their elected politicians everyday and only end up arguing over race wars or my party vs your party. It will also take a LOT more from Trump to destroy US dominance, the US is really just that hard to topple, even from the inside IMO.
So in a way you are gambling, too, don't you? I also didn't mean investing a few percent of ones portfolio, but a LOT of ones wealth into just one of thess stocks. The risk is immense and I am simply confused why I read from so many people here on reddit. Yes, the grows the last 10 years was crazy, but this gives no hints about wether it stays crazy or just decent. Then the question is, if the risk/reward is truley worth it. Keeping in mind: I am talking about a majority of the Portfolio being just those with the intent of long term.
And this (pre-Market $7+) is why I don't like buying Options at the end of the week, and holding over the weekend. There STILL might be a play here by EOW, but my entry point is going to be a LOT lower than yours.....
"Long Tesla because they lose A LOT OF MONEY ON EVERY TRIP." This is all for show.
I can't take 100% credit, but in 2016/2017 AI & ML were being mentioned in my industry .. A LOT! Funny enough, I'm not in the Tech Industry. Add to that, GPUs were gaining popularity for Crypto Mining. Those two years I plowed the entirety of my Solo 401(k) contributions into FSELX (Fidelity Select Semiconductors Portfolio).. knowing that the Semiconductor Sector was going to boom. After all, everything has to run on some sort of hardware. It did & that position is up >600% since I bought in. Those same conversations are now about Quantum Computing. I am working to figure out how to responsibly get into that sector. I'm not the type to invest heavily into a single Equity, especially when it's speculative. MFs & ETFs are more my style for anything I plan to hold for more than 5 years.
Unless you have a LOT of information and proper, well defined strategies with well defined risk, options is exactly just like traditional casino gambling. Without the information and the strategies to back up that information, the house (aka the Market Makers) always win.
Doubt it seriously. Cheater yes, former sex addict/playboy, sure, but i don't see him as a pedo. This is part of why he banned Epstein. But we have seen Biden do really creepy shit ob video with kids a LOT. He literally can't help it.
I seem to always under estimate the stupidity of man. AI is great in some ways, but a LOT of people are chasing money dreams that won't pan out.
Yeah... not how it's going to go. You're looking at history to predict the future. Unfortunately this situation today is quite unique compared to past occurrences. There is nothing to compare it with. Banks' favourite financial instruments are government bonds. And they like government bonds when they're trading at a high yield. Today they're trading at a high yield and most likely, this yield will remain around this point or go up even higher. No one trusts this government. So when interest rates go down, investors can use cheaper money and get a higher yield. The same goes for corporate bonds. The Fed decides on the fed funds rate. This does not necessarily have an impact on corporate bonds. Just like with government bonds, investors decide on the yield of the corporate bonds by demand. Banks provide loans but want to sell them asap. Stock prices are currently inflated and don't show the real value of a company. It's not because the stock price of a company is high, that that is the true worth of the company. In today's uncertainty, buyers of CLO's would still require a high yield for the risk that they won't get paid back. And if these companies gave banks collateral such as stocks and the companies can't pay it back, oh man. Same goes for CDO's. With lots of people losing their job, banks want a higher interest rate to compensate the risk for not being paid back their loan. So no, rate cuts are not necessarily good for the market. You're picturing it way too simplistic. I've studied about financial crises and can tell you that literally none of them was ever the same. And I'm pretty sure the next crisis will have to do with the bond market. What's currently going on is very very unhealthy. And my bet is that shit will hit the fan next year in 2026, when a LOT of debt has to be refinanced at much higher rates. So go ahead, go balls deep in your LEAPs right now, try to make 10% to probably lose 40% next year. I can deep dive into this much further, but I think I've said enough.
You're almost there. To banks interest rates are a cost. So in general, as policy interest rates fall their net interst margins go up, all else equal. This is why banks do well in low interest rate environments. Next, my comment about tier one capital is in regard to non-performing loans which are loan losses. The interesting and scary thing for most banks of all sizes rn is that the vast majority of their T1 capital was bought when interest rates were far lower than they are now. Since they use treasuries (nb bond prices move inversely to interest rates) to satisfy tier one capital, most banks have a LOT of unrealized losses on their tier one capital stock, so if they were to use it to absorb a large increase in loan losses they might go bust. This is, in part, why sillicon valley bank and signature bank did go bust (the market value of their T1 capital was insufficient to cover withrawals). This is why I said the decision to hold any given bank or not hinges on the amount and quality (ie amount of aggregate unrealized gains or losses) of that bank's T1 capital stock. All this is to say, my original comment already sufficiently treated your main concern. There is no one size fits all answer and there are some key unknowables as well. Hence bank investors need to do the math on the names they own to decide if continuing to hold is worth it.
I mean I bought $5000 of Tesla back in 2010 or whatever. It’s not a matter of conviction. It was a lottery ticket. The stock should never be this highly priced. If I had doubled my money I would have been happy. The only reason the stock is so high is because a LOT of people are gambling. It’s like winning at craps and thinking you’re smart. The truly good investors were those who bought Berkshire and held for decades.
Stalin is kind of a hero, I don't know why they vilify him. He successfully killed a lot, a LOT, of Russians.
This is a decision between Tesla shareholders and Elon, it don't matter what anyone else thinks. You think there is anyone else in the world would could be CEO of an EV company and make it a success? RIVN, LCID, LOT, FFAI, PSNY, WKHS all unprofitable and failing EV companies. GM, STLA, F all gave up on self driving tech and will buy it from someone else (likely Tesla FSD) You want to Cracker Barrel Tesla? People don't like progressive woke junk. I get it, Elon pissed of the far-left extremists by supporting humanity, free speech and democracy. Elon did not do any salute, he was taking his heart and giving it out to people, it is a common gesture that many people do. Technically it isn't a $1 trillion pay package, it is a $450 million pay package, but the shares will be worth $1 trillion if all 12 trenches are awarded. People may hate me saying this, but Tesla is likely to hit $8.5 trillion marketcap within 10 years. Maybe I am crazy because I also think PLTR could reach $4 trillion market cap in 10 years.
I spent 8 years active... I can't even fathom how many things say DOD on it that will need to be remade... like fucking A LOT.
You do realize that the value of the dollar is dropping, right? It's down \~10% since Jan 1 of this year, whereas the S&P has gained 10.12%. Dropping out of the market entirely means that you're going to be using a LOT of money going forward since you have no way to mitigate inflation. Good luck to you, but this is a terrible idea.
I guess they’ve made a calculation that the US is less trustworthy than China. It takes a LOT of fucking up to send India into the arms of China.
BRK is only like 30% cash. The other 70% is still invested in equities. Also, when you’re managing billions in other people’s money, you have an expectation to be responsible with that money. No one has a crystal ball and imagine what would happen to his reputation if he kept 90%+ in the market at these overbought prices and they crashed. He’d loose investor confidence and the fund would be hurt long term. The market has A LOT of headwinds to get through and is by all accounts overvalued. It doesn’t matter if it keeps going up, you make moves based on prudent risk adjustments if you want people to have long term faith in your decision making abilities.
I beat the market, I spend a LOT of time and energy to do so. The time/energy is worth it because I am poor and need every penny. But then it gets more complex, when you are rich, you also impact the market more and more. If I buy 500 shares of ACME Corp, because it is down and sell it because it is up, I basically am invisible. If I buy 50,000 shares of ACME because it is down, I make it go up. And if I try to sell it because it is up, I make it go down. This means, you need a larger margin to even succeed that is beyond your impact. And you would need way more time/energy to follow more things in deeper fashions than anything I do. Basically, I spend 10-ish hours a week, and for some times I've spent 30-40 to roughly double the market. AND I can so far anyway... control my emotions. If I had some many millions, I'd probably have to consistently spend 30+ hours a week balls deep in research and planning. Here's the rub, even if you're pretty good, what happens if you slowly get burned out? I was doing better, but I have even taken small breaks and thus set back, and streamed more normal gains for periods. I do enjoy it, but largely in the genre of the time and energy levels I spend regularly. You would have to be a freak of nature to be this intense, on the scale necessary to beat the market with millions+ and not risk burn out, getting down into emotions, etc. You kind of need to have no life. Note, Buffet is even not a normal person, he thought of the stock market as a fun hobby as a child. He doesn't do work, he plays his childhood game. If you want to beat the market, you are probably just trying to make money. Some people are all about a sport and others just want to play pickup games once a month. I don't think I could beat the market as a full time job for more than a couple of years, because I would lose the fun, get the burnout, etc. My goals are to basically beat the market until I'm not poor anymore, then to settle into mostly a market match portfolio, where my 10+ hours goes to 1-2 hours.
You can have a look at https://money.stackexchange.com/a/162842/109107 for lots of data, simulations and theory with charts and references. For short, you are only looking at a very narrow subset of asset returns which is a complete outlier in history. If you had started in 1929, and held a 3x leveraged ETF all the way to 2024, you would have had similar overall returns compared to just holding SPX, which was a lot less volatile. Therefore, risk adjusted returns for SPX are significantly better. That's almost a century! Holding a 5x leveraged ETF would mea you would have missed out on a LOT of upside
Investing 20% into LULU, THERE's A LOT OF GREAT ASSES THAT NEED SUPPORT. BIG BEAUTIFUL ASSES. YOU KNOW THOSE ASSES. THANK YOU FOR YOUR ATTENTION TO THIS MATTER!!!!
> One of the points that really resonated with me was the author basically arguing that index funds, while safe, have lulled a generation of investors into mediocrity. I'll take mediocrity at 10% per year over a 95% chance of having a LOT less. I wish you luck in being one of the 5% of investors that beat the market.
There's a subset of a sector that's super interesting right now -- Bitcoin miners that are/could shift into running AI workloads. One of the big limiting factors in running AI right now is availability of power -- the new ChatGPT 5 is estimated to use [45 GWh per day](https://www.tomshardware.com/tech-industry/artificial-intelligence/chatgpt-5-power-consumption-could-be-as-much-as-eight-times-higher-than-gpt-4-research-institute-estimates-medium-sized-gpt-5-response-can-consume-up-to-40-watt-hours-of-electricity), or an average of 1.8 GW instantaneous draw. The pipeline to get secured grid power is long (can be YEARS), and buying all the high-voltage transformers, etc, to build your on-site substations also have long lead times (18+ months). There are a number of companies that are currently valued as pure-play Bitcoin miners, but they have already-secured deals for land, power and network sufficient to handle upcoming AI workloads, and many of them can rapidly convert their existing data centers from mining to AI. IREN, for example, has 3 GW of committed power capacity in their pipeline, coming online in the next year or so, and as of last week they're an NVIDIA Preferred Partner and have just ordered enough of the new Blackwell GPUs to bring their fleet up to 10.8K GPUs by December, with capacity to handle around 80K GPUs in their current and soon-to-be-ready datacenters. IREN has popped a LOT recently, but IMHO it's still significantly undervalued. Their P/E is still using a multiple for a pure BTC mining, and not the multiples seen in datacenters/AI/HPC; a re-rate is almost certain when the market wakes up to where IREN is shifting their workloads. There are a number of other players in this space as well; BITF, WULF, CLSK, HIVE, HUT, MARA, etc. (Disclaimer/position: (very) long IREN, looking for a good entry point on BITF and WULF, maybe CLSK too)
How many shares, only people I know who got the ban flipped a LOT of shares. But that is purely anecdotal
Damn... A LOT of angry 🐻 LARPing as megabulls here tonight. You know that means they're feeling the heat.
Damn... A LOT of angry 🐻 LARPing as bulls tonight. You know that means they're feeling the heat.
People have been asking about apple losing its shine since the antenna gate debacle from the iPhone 4. Since then apple has made a LOT of people very rich
Gold is warning for a LOT of stuff ahead: -Dedollarization -Weimar version of the US and the USD -Geopolitical instability and the US goving away its lead role Just to name a few factors.
I feel a lot of people made A LOT of money of GOOGL today because of the antitrust victory in California.
They should join forces to accomplish A LOT more than that.
El Salvador put a LOT of people in prison then saw crime rates plummet. Chicago hasn’t done that yet, but we should!
Google, Apple, Microsoft, Amazon, Meta, and Sony definitely care about Roblox. They're huge money makers for their respective appstores. Hell, even when Epic Games tried throwing Roblox under the bus during their baffle with Apple, Apple defended Roblox. Google, Microsoft, and Sony collaborate with Roblox all the time (Even youtube changed the logo to Roblox recently). No one really gives a shit about Meta tho ill give you that one. If Visa/Mastercard want to upset them, they lose tremendous legitimacy and it also sets an awful precedent since it would be the first thing they block that isnt blatant porn. And like I said, regulation is already being developed to halt payment processors from blocking legal payments. Roblox being around 20 years still makes it harder to believe they will all of a sudden be bankrupt in a year or two. Don't get me wrong, the shares might dip after earnings due to underperformance or overhype, but tanking below 100 at this point is very wishful thinking. Roblox has had bad quarters and good quarters. Regardless of how you spin it, the free cash flow is still immense and whether its sustainable or not is up for the future to tell. Personally I think Roblox is just hiding their profitability right now to hype investors. "Burning money" in your words sounds a lot more like investing money into making the platform better to me. You also put a LOT of faith in parents actually banning their kids from using Roblox. The daily active users currently are still at an all time high compared to last year. And theres no more Covid excuse either. If you're hoping for politicians to intervene and regulate Roblox somehow, id just forget it. Roblox is on good terms at least in the U.S. and has been actively involved in promoting the Kids Online Safety Act. They clearly have plenty of connections in DC to benefit them. Podcasts shitting on Roblox would be interesting but I just don't see it doing any harm. Meta has been grilled by every dimension of "public sentiment" and is still fine. You underestimate just how annoying a child is that won't shut up about Roblox, most reasonable parents are just going to cave and let them use it, maybe with a litttle more awareness now. Also you call Roblox "not unique" yet its only competition right now is Fortnite. And currently Roblox's tools exceeds Fortnite in almost every conceivable way. Like I said, they've been building this platform for 20 years, its gonna be really hard to replicate that.
empty peanut butter jar I stuff cash into at home is outperforming me BY A LOT
A LOT of bodybuilders died young. A lot still do even with the more advanced science. I also disagree that "everyone knows" the risks. I had a friend who decided to get ripped and got roids from a gym buddy. I didn't know much about it, so when I joked about his balls shrinking he said "it's just that and roid rage is all that happens, if I stop using it everything will go back to normal". I researched it later and I'm, yeah that's not all there is to it. There's a fuck ton of serious issues, most people considering roids couldn't tell you that -for example- they'll turn any anxiety you have up to 11. The "benefits outweigh the risks" to so many because of 1) not understanding the risks, and 2) over obsessing on those "benefits". As you say, people do roids out of insecurity. They'd be better served with therapy. Ask the opposite gender and 95% prefer a body that's attainable naturally to a roided one. So the only reason to do roids is A) impatience to get to your goal, or B) to mark over an irrational deep seeded insecurity.
I mean, the reason why you have a blockage isn't just because of PEDs. In order to keep that type of muscle on you need to eat A LOT and typically that is all protein, and you are getting that from meat. Meat is great for you, but like everything in life too much is not good. Cholesterol is what ends up clogging up the arteries as an end result. On top of it, he probably wasn't doing any cardio to help potentially clear some of those pipes out. Not claiming that PEDs are good, but people have to look at it holistically.
**Day trading is hard**. The best resource I've found for Day trading is: [https://www.ripstereducation.com/](https://www.ripstereducation.com/) But it requires **A LOT** of study for the particular ticker that you are trading. Every stock moves in it's own way, gotta be aware of the news for that ticker, gotta be aware how the VIX affects it too. My personal opinion is that selling \~30 DTE options are much easier to be successful with. When I started following this guy \[ [https://www.youtube.com/@MarketMoves/videos](https://www.youtube.com/@MarketMoves/videos) \] and learning his strategies I got much better at selling PUTs and Buying Calls.
That sounds a LOT like financial advice
Anytime you see bulls celebrating, you buy some. Anytime you see bears celebrating, you buy A LOT.
Optimus robots are such a joke "someday selling it..." A LOT has to go right for that to ever happen.
When you sell a put you are contracting to BUY 100 shares of the underlying stock at the strike price -no matter what the current share price is- at the TOTAL pleasure/discretion of the buyer.... note that I said TOTAL! When you sell a call you are contracting to PROVIDE (Sell to the Buyer) 100 shares of the underlying stock at the strike price -no matter what the current share price is- at the TOTAL pleasure/discretion of the buyer... note that I said TOTAL! I would suggest you look up Scottishtrader here on Reddit and learn about his Wheel strategy. That is the fastest and best way to learn about options but it does take a LOT of time. In the interim stay away from 0 dte or ANY short dte option selling or, especially, short dte buying of options. Once you have Scottishtraders system profitable start looking at CC's or PMCC's using LEAPS on REALLY GOOD companies... NO garbage or yolo's. Trade only a small percentage of your total account size on any ONE trade. If your account is $25k or less risk a MAX of 5% of your account size on any one trade. If your account size is larger go to an even smaller percentage at risk on any one trade. Best of Luck, Twilighter.
Well, I left a LOT of money on the table by being rational. If i was a crypto-moon degen I would have an extra downpayment right now.
The thing is, in 20, 30, 40 years when you want to retire, you’ll need A LOT more money to be able to keep affording the rent that has gone up 5-10% a year for the last 20, 30, 40 years.
I live in Cali I’m gonna need a LOT more money for that 😭
I did! Last year. Was in need of a LOT of repairs (old roof, HVAC, and a ton of general wear and tear.) Figured I had three options 1- spend money I didn’t have to remodel the house, and hope I get it back selling 2- sell the house with only minor cosmetic shit (paint, etc) and get ready to take a bath when the inspectors came in and buyers start lowballing 3- sell to an ugly home outlet ( like an OpenDoor) For shits and giggles, I’d gotten a quote from them, which was about 15% below comps in the area. (Comps were $330k) They Took another couple grand off, after they came in, and said they’d need to fix XYZ. End of the day, they gave me $276k for the home. I went with OpenDoor, purely for the convenience. I was already super ahead on the equity in the home, so figured the peace of mind was worth it, just to not have to deal with it anymore. TLDR - OpenDoor literally did the “lipstick on a pig” remodel, just painted EVERYTHING white. And tore out the hardwood floors in the living room due to scratches / wear - and replaced it with carpet. They listed it about at market $330k. And it’s been sitting for well over a year (they bought it from me in JUNE ‘24) I check the listing every month or two, just to see if it’s still available. ( it is) They’ve currently dropped the price to $300k flat, and noted in the seller listing that they “replaced roof in ‘2025” So I definitely dodged a bullet, In choosing to sell to them. Obviously, not all homes they buyer are “fixer uppers” - a lot are people whom simply need to sell fast (moving) - or are behind on payments But it’s clear, from examples like mine - that OpenDoor likely loses money on a decent amount of homes they acquire
Humanoid robots are next. Quantum computing could come after, but it’s way too speculative at this point. A lot of the tech doesn’t work, a LOT of huge advancements need to be made that may never happen. Also the use case of it is very, very limited. Personally I think the only reason quantum stocks and ETFs are doing well is because of hype. People who missed out on ai with NVDA and PLTR are looking for the “next thing” to jump on and get rich, and they think it’s quantum. Meanwhile there’s no real meaningful progression being made, it’s been “5 years away” every 5 years for the last 20 years, and NONE of the companies are anywhere near profitable in any form. Meanwhile humanoid robotics IS advancing, it IS being used in factories TODAY, large companies ARE spending billions of dollars to develop it, unlike the small tech startups working on quantum. Quantum *could* happen, humanoid robotics *will* happen.
Oh, yeah if demand dries up it’s falling a LOT more than that.
you have 50 stocks. As you said, that's a LOT to monitor. 99.9% of the people here don't have this kind of money. With this size of portfolio, new things open up. Especially if you're trying aggro. That's why a professional is more suitable, who ideally will come up with a smart solution to realloc (loss harvesting, etc).
It depends entirely on how lucky you are with renters, managers, the structure itself, and any repair or maintenance crews you end up working with. That is a LOT of dice to roll, and while any one of them getting low rolls can be managed with time and work, getting snake eyes is a nightmare.
>Computers automated A LOT of different tasks. It also lead to a lot more demand for the work. Not sure why you think I'm unaware of this, I discussed it above. But it didn't happen quickly, it was over many many decades. That is not the trajectory we're seeing here. And the volume of jobs being impacted is greater and widerspread >There's not a lot of jobs easily replaced with a chat GPT subscription. Obviously not, but the things that would replace a person doesn't have a neatly defined price, so it's a fill-in. However the amount of compute likely required could actually be lesser. Literally millions of low level customer service jobs are currently targets of automation. While they're not going to go away immediately, and the current capabilities are sometimes laughably inept, even a small percentage would have significant impacts.
Computers automated A LOT of different tasks. It also lead to a lot more demand for the work. There's not a lot of jobs easily replaced with a chat GPT subscription.
They may be over valued but LULU has been around and popular for a long time. I do agree they have a LOT more competition now.
I have a LOT of questions! It’s 8:30 in the morning. I had ONE cut water last night and passed out (I don’t drink like I did in uni) Now everyone is posting hopecore. What is going on???
He just posted this on Truth Social: Look at this dog. his name is Chip. Incredible animal. Smart, loyal, doesn't take crap from anyone. Some people are saying he's Al... I don't know, maybe he is, maybe he isn't — but he's a LOT smarter than most of the people running our country right now, that I can tell you. He sits, he stays, he protects. Beautiful coat. The fake news is already terrified.
hell yeah, i expect a LOT of volatility in the next few months
I'm so skeptical on the robot hype. At least how they are being sold via PR. AI simply won't work in that format with how they are being sold, and you either have a specialized use case for them (like manufacturing X widget) or you don't. If it's specialized you just build a specialized robot. If your use case isn't specialized, these things aren't happening until locally run AI programs get A LOT better.
Comcast is cheap cause they have $90 billion in debt. That's a LOT of debt
But this is JPow we are talking about, the sage appointed by Trump's nemesis, Trump I, who appointed the Fed chair he's firing, who made the MRNA Trump Vaccine that he is banning. When JPOW walks, a path is cut through the crowd. When he talks, a hush falls, as each adjective can drive movements in Global Markets almost at light speed. And lo, it is foretold that as votes the chair, so votes the majority, and so it will be again, for ever, and ever Amen. My scattered bones say a quarter point cut with the pretenders to the Vizier throne calling for a 0.5 bp cut. This is the time of year when the lords go yachting and few fat purses are at the market. If we assumed that this market was just running on Rate Vibes, neglecting AI Vibes and the interim earnings growth, the last time this inflation measure was this bad was last Feb/March, or when the S&P was around 5115 (with inflation going down). The last time durable good were going up this fast was in early 2021, when the S&P was a LOT lower than 5115. But, stocks are not the economy, megacaps still get paid in a lot of foreign currencies, companies will raise prices, not even Trump can stop them from making money. LT rates have to go above 5%. But, this does set back the calendar on a low-rates everything rally screeching-hot bull market.
You know when you’re on a beach and there’s a yacht in the distance and you’re wondering how life would be if you were living like that. But it’s your CEOs yacht and you realize they get to live like that because of you and all your colleagues (and there’s nothing you can do about it)… Well, it’s kinda like that with the europeans. They amassed a lot of wealth for a LOT longer than America has been born, and used basically all economic systems ever invented to make their way to basically living a comfortable life on the biggest land-yacht of the earth which is the European continent (note: not all aboard live as well, but some live extraordinarily well, just like on any ship)… Why would the europeans care, idk
Bulls will cry A LOT today
I own 7,000 shares. I legitimately believe that gold and silver have a long run up later this year or by mid next year. I do have stops on my position in case of an unforeseen correction, however my personal opinion is that there is a LOT of room to run once gold and silver break out. Good luck!
People will sell A LOT tmrw at open, i judt hope nvda wont drop more than 6,7% tmrw
They need to beat results by A LOT to justify 200. With China restrictions - they won’t.
Gm noobs.Today is the day to make a LOT of money,simple by hold/buying Nvidia.Never been so ez
Exactly, this is why we even limit strategies to specific employees who "need to know". The risk of an employee walking away with your strategy is very real. And it's just a matter of economics, these strategies cost A LOT of money and time to build, the research and development that went into them was not cheap. We have every right to profit from our work.
I worked for an equity options market making form for about 6 years. I learned A LOT about vil, skew, how executin actually worked, risk mamangement. I wrote strangles on ETFs. Made a lot of money. Then October of 2008 happened....
Because this is playing out rather slowly in the grand scheme of things, we've all had an opportunity to average down. Not saying everyone has, but I have. I still need +$0.50 p/share USD on $CRLBF to break even, but that's a LOT better than it used to be. I'm weighing whether or not to average down again with a few thousand more units while it's still possible, because making the decision to average up at this point would be much more difficult for me.
The govt. collects a LOT of money from 280E filings. The govt. will lose that source of revenue when the US canna industry can file as any other buis. It would be an easier road, presumably, for the govt to deschedule it, then tax it at the consumer transactional level. I would bet $0 on that happening now, but the carrot is on the stick.
Are you me? Hahaha your graveyard looks A LOT like mine - as in I have a lot of the same dead ones. I think of them like a badge of honor now…and hold them to remind me of all the ways I went wrong. Also, I hope that one or two get resurrected from the dead, and I become wildly rich AND not have to pay short term capital gains tax hahaha. I only need ONE to go to the moon. A small part of me still has hope 🤣🤣🤪🤪
No so fast- I could be totally wrong here but do they count 1099 workers and other sole proprietors/single member LLCs when doing employment numbers? I know since basically Covid happened, A LOT of people have started doing their own thing. People working for large tax companies quit/got laid off to just do it out of their homes. People working for construction companies found out during the housing boom that they can just as easily quit and go find a home builder to do 1099 work for on their own. Lots of people got in to reselling or sports/trading card sales on eBay etc. I used to have a boring 9-5 job but now I have a few small gig businesses that I run out of my home. Am I considered “employed” by the American government?
Damn Canada has a LOT of Indians
Man there are a LOT of highly regarded people on this sub, but you gotta be top tier. "We produce by far the most GDP." Fucking wow