NA

jay-dot-dot

Really? Thats it? I dont know anyone that uses Zelle anymore, everyone uses Venmo or CashApp. I hear Zelle is popular outside of NA though.

le_pedal

My gains today are similar in value to a mint condition Mazda MX-5 NA, interesting

huffmancoded

> These portfolios, are they in the room with us now? No but they are on the screen with us now - and I have to say today's movements look _real good_ It's been "about to" crash for a while now - you're on the hook for some specifics. Don't blame me just because you have no knowledge, no experience, no preparation, and no numbers. Do you know what the movement of oil has been? What diversions are being used? How much supply is en route to NA? What the deficit will be? How hard Texans have been working to fill the deficit? Do you even know how much oil used to pass through this Strait you know so much about?

BodomDeth

US is a net exporter of energy. Europe energy prices are insane. Compare electricity prices in EU vs NA and it's easy to understand. China is technically well diversified, but they also consume A LOT of energy.

Pete26l96

bers legit downvote all positive comments during late night - morning NA hours lol I got laid off from GE last week so I've started hanging out here during this time as well as during the day recently, and the late night - morning people here are legit the most disgruntled, bitter, and negative people. Can't tell if it's just because everyone is laid off / unemployed like me up at this time, or EU poors LOL

M4roon

whoever posted the r/FirstTimeHomeBuyer subreddit in here, i hate you. Now I can't stop scrolling and am seriously considering moving back to NA and buying a house. They're so cheap and big and nice 😠

bjxxjj

ngl that sounds more like panic + rumor mill than some grand strategy. the oil market is pretty global and messy, and the US can’t just flip a switch and force Asia/Europe to buy only NA crude without blowing up prices everywhere. shortages on specific derivatives can happen for boring supply chain reasons too, especially with shipping and refinery constraints lately.

GeekyMadameV

I would expect it to fall tomorrow obviously, but even if there are no further disruptions I would still expect NA energy companies to have a very good year (which is more than you can say for consumers). If I were you I would probably hang on to it rather than selling at a low.

kerrykingzgo-T

Why does sand country have bridges anyway, I thought there wasn't any water in the desert? This is like threatening to remove all NA beer at the diviest bar in town.

Helios201

I feel like this man is jumping a couple of leaps here i highly doubt other countries will depend more on NA for food due to a fertilizer shortage and i highly doubt the straight of hormuse will be closed off to everyone, they'll allow their allies to use it and probably put a tarrif on any other country that remains neutral. I still don't understand why the price of gasoline is so high un the US if we just got Venezuelas vast deposits, the supply should've buffered the demand.

themajordutch

So then Iran just sells to China/EA, Aus and Europe more... Which hurts the US and NA and Venezuela. He brings up a good conversation, but it's not as one sided irl. Iran doesn't just have to completely shut it down for everyone .

ian_coke77

Your points would be more related to wti spot rather than NA oil companies, at least in the near term. For that, logistics and capacity are much more inflexible in the short and medium term, but oil companies are valued based on their long term revenues where the prices might look a lot different. Also I think you are underestimating the factors which contribute to adjustment friction. Nevertheless, I am long on the Canadian oil sector (xeg), but I am much more heavily weighted on my views on short term oil prices via USO and BNO

Phimb

Serious question, what market are you referring to if it's 10pm NA time?

Samjabr

lol, - NA-SAA!

cedrus_libani

Fertilizer is made from natural gas. North America doesn't have enough infrastructure to ship its natural gas overseas, so if the Gulf stays offline, ours will be relatively cheap while theirs gets expensive. That's the bull thesis for NA fertilizer (and bear thesis for anywhere else's fertilizer).

DepartureAnxious5115

Him pulling out now though does fuck all, hes spent billions on this and achieved making the middle east weaker and now more divided than ever and will have ran up the prices of oil lol. He kills any credit the US had on the world stage and to top it all off the NA economy is a shambles even out of war lol hes just trying to limp past the November deadline for his midterms lol

M4roon

If Japan, France, and the Gulf states do form a coalition and go in, I'll be tickled. It's always NA starting fights and getting heckled from the peanut gallery. I wanna see what they can do. 🍿🍿(๑ᵔ⤙ᵔ๑)

version-two

Yeah bro, you’re good to hang. This is like NA for people like you and me. It’s free, filled with retards, and the daily has at least a few plugs pushing you to make that next bad decision. And if you’re ever ready to jump off the wagon, turn options trading back on and get your fix

LLMprophet

Downward pressure has not even kicked in yet. The strait is controlled by Iran. GCC oil is not making it out. That price shock hasn't even hit NA yet. Inflation should keep getting worse. Rates are not coming down any more but they can go up. Are you thinking this stuff doesn't matter and 30% is the max?

Puzzled-Intern-7897

What worries me more than the Brent Crude paper price for oil is the actual price paid for oil in Dubai. That has risen much more sharply. The BBC reported today that in east asian economies they are already at a 4 day week to ration their oil for longer and their reserves cover just 20 more days. If this continues the poorer economies in east asia will be heavily hit. Don't forget that all our imports go through Bangladesh, Indonesia or Vietnam for manufacturing. These bottlenecks in cheap production will be felt mid-summer in Europe an NA.

sanmar2225

#if this shit pumps out I quit. finally sell some losers and now this BO. LOG. NA.

M4roon

Word. Nothing makes you appreciate open spaces, big luxury trucks, suburbs and fresh air like living outside NA.

chance901

To be fair, they already own a stake and handle NA distribution for Celsius. While not truly their brand, there is a billion dollar historical investment between the two. So this isn't really that interesting and maybe misleading, if it's under a second line like "our brands - Celsius, distributor." Idk, I declare bankruptcy, probably. Celsius Holdings, Inc. - Celsius Holdings and PepsiCo Strengthen Long-Term Strategic Partnership https://share.google/Ct7LklN80pfqj7d4H

beekeeper1981

No Pepsi just owns 11% of Celsius and is the NA exclusive distributor.

jellyhessman

Regional? Maybe for a week or 2. Gas prices already up double digit percentages in NA.

M4roon

I don't trust a LLM to make that prediction in the slightest, but that is the holy grail of US geopolitical dominance. They'd have NA oil, Venezuela, the Strait of Hormuz. All that's left is the Strait of Malacca and it's game over.

modder9

Drop the opgg. Ignore the game today, it was vs Mel Aviv and I was semi afk. https://op.gg/lol/summoners/na/Jake%20UwU-NA1

sNeKbIt99

So remember those aluminium tariffs on Canada? Well, the Canadians started shipping to Europe, almost 60% of NA's largest shelter, Aluminarie Alouette sent their refined product there. The Americans then began importing mass amounts from the Middle East... now that has dried up and the Canadians are sold.out. You do it to yourself 'Murica.

Worried_Quarter469

Australia after NA seems questionable

Fenc58531

NA NG exports aren’t limited by production volumes but rather by LNG facility throughput volumes. Can’t export more than you can physically liquify. As of now US exports are essentially maxed. TTF price movements will have a very marginal effect on HH price movements. NG doesn’t have a “global” benchmark like Brent or Gold

DepartureAnxious5115

Mentally its survival vs why tf am I in the sand box, US is a superior force and likely eventually wins but the question becomes are you ok with the cost. As you said Iran have little to lose here and body bags will be going back home to NA, and dont even get me started on not being able to kill an ideology. Also the scale of Iran its not only a huge nation if you fail to wipe everything out in a short spell their retaliation on the region will be vile.

FilingIQ

Sound as good as excessive investment in high-risk [**subprime mortgages**](https://www.google.com/search?q=subprime+mortgages&sca_esv=647dd897d658ce20&biw=3440&bih=1271&sxsrf=ANbL-n4whqPujsS1K0y7MTxZ7_ns7fG4NA%3A1774548799311&ei=P3fFae3UEoiK7NYPrsKByQI&ved=2ahUKEwjC-7K_lb6TAxVYRvEDHUE2HiQQgK4QegQIARAC&uact=5&oq=2008+bank+crisis+reason+financial+product&gs_lp=Egxnd3Mtd2l6LXNlcnAiKTIwMDggYmFuayBjcmlzaXMgcmVhc29uIGZpbmFuY2lhbCBwcm9kdWN0MgUQIRigATIFECEYoAFIniFQlAVYtCBwAXgBkAEAmAG4AaAB1g-qAQQ4LjEwuAEDyAEA-AEBmAIToAL4D8ICChAAGEcY1gQYsAPCAg4QABjkAhjWBBiwA9gBAcICFxAuGNwGGLgGGNoGGNgCGMgDGLAD2AEBwgIGEAAYFhgewgILEAAYgAQYigUYhgPCAggQABiABBiiBMICBRAAGO8FwgIFECEYnwXCAgcQIRgKGKABwgIEECEYFZgDAIgGAZAGD7oGBggBEAEYCZIHBDkuMTCgB6dNsgcEOC4xMLgH9Q_CBwQxMi43yAcUgAgB&sclient=gws-wiz-serp&mstk=AUtExfCwoWZjgr43p4KvjmffJ_QthNO91BGSNhHq420V6ujpyF5F2mQTgPo1zRLSYN5Q5LzJuiXOXn4vpeNG7z70I7ZR8pmdnrxJ6yrHsmmA0hifCUvVvy40OUeMF_JL5sZTYuPNikMsG4hNk0m-q5PTrA2ZKGA5QjnMkU91emO7z9zcYxhDuKbEi8uwGkLlcDzQQ8Tu&csui=3) packaged into complex, toxic financial products, but this time in crypto

No-Put2311

Gamerpro#NA1, im washed :/

DepartureAnxious5115

I genuinely dont understand how the flashing red lights arent going off for you here. Jobs down, inflation up, war ongoing, houses not being sold, private credit struggling, Oil running rampant, insider selling at all time highs. Everything suggests that the economy is cooked, now timing it is stupid this market has been nuts and propped up but the warning bells are getting louder and it is looking bleaker mid term than it has in a while. Thats just NA, Turkey is on the verge of collapse, if that falls Europe will struggle, Europe struggles NA suffers and its all kinda just a bit of a doom spiral for a while. People would have said the same thing after each crash that we wont see another one like it and shock we always do at some point.

MyCactusTeacher

Asian investors waking up to NA selling off their zombie pump :O

Dire_Wolf45

I quoted a package shipped from NA to Australia 2 weeks ago. Actually paid for it on Sunday. It went up by 35%

PositionJournal

Good question. Vast majority of rev is within the NA steel group. International sales is about 11-12% of net sales and even there they’ll have tailwinds because of renewed EU focus on infra . The tarrifs help because it protects CMC from cheaper importers

M4roon

Yeh generally speaking they stay slim, take two showers a day, care a lot about their appearance, nails, hair, and calmly talk about things. Have good jobs, love their families and dads. I see what you guys date in NA and western europe and it's horrifying.

AmouriPlay

Is this sarcasm? I do think some people are obsessed to the point of calling it that, but would you say the majority? I'm not in love with Costco, but I do find it to be the most optimal place to get what I need in this environment. I would love to have better options, having more common people specialty places, and what not, but idk man independent grocers have basically been policied out of competing. It feels like Costco is the only grocer that acts in any way that benefits the consumer and even then it's not by much. Note my perspective is NA more specifically Canada. So yeah our market is uhhhh not very "normal" (Extremely consolidated) compared to most, even some parts of the US.

Hamzehaq7

honestly, snap feels like it's on the edge of a cliff but also got a life raft. like, yeah, they’re struggling in NA and the user drop is concerning, but they’re diversifying revenue which is a plus. that $4.24 mark is lowkey haunting, and with all the global chaos, it’s tough to see a clear path. but if they can nail the AR glasses and keep boosting that "other revenue," maybe they still have a shot? it’s a wild ride for sure, what are you thinking about holding or letting go at this point?

mackjbish

I'm NA and I've been trading futures for a few years on ninjatrader. Can you clarify a few things of what I'm looking at? Profits are in Singapore dollars, therefore you made about 1500$ USD closing the short at 6575, and about 1900$ USD closing the short at 6540. Those would have been about 100 point and 125 point win/capture, with 3 micro contracts at 15$ per point, are you saying you went short average ish at 6665-75 around 2:30 am and 3:30 am CDT/Chicago time? (since it was at those levels at that time). Meaning, if you live in SGT zone, you started trading at 3:30 pm Singapore time and watched it for 12 hours until your late am and closed NA market end of day? Do I have this about right? Should I move to Thailand?

EuphoricElderberry73

"Tariffs are considered as a 1 time price shock( provided more are not added) and there are some positive consensus within the FED that Tariff related price jump will(eventually) stabilize." No... that's the theory. Businesses tried not to raise prices immediately and some delayed them for many quarters (see Toyota NA and how they bled losses for two quarters). The whole one time bump theory is BS. It takes time for the increases to ripple through... just like rate cuts don't instantly lower borrowing for everyone immediately.

Organic-Lie4759

This the worst NA meeting I have ever stayed awake in

modder9

NA is a joke in pro League tho.

tinydisaster

Drilling in NA is minimum of 3 weeks out. Most of the male russian population is fertilizer in a field in Ukraine. That oil was already on the market it was just that certain nations weren’t buying it directly on the open market they let Greek tankers mix it up at sea in ship to ship transfers to 49% russian and 51% Kuwait thus making it legal. It’s not actually adding global production it’s just simplifying it and giving a big fat handout to putin. Maybe it helps Europe a little.

pekas13

Why not just drill more in NA? Or use Russian oil?

RemarkableVictory990

1 million tons of fertilizer stranded in Gulf amid Hormuz shutdown-NA My CF SHARES already up 20%[](https://x.com/FirstSquawk/status/2032256669800153518)

morgoporgo84

I believe it was an Aussie company and MW bought the rights to it gor NA expansion for $400M

spudbro00

Yea definitely a concern if snapchat was priced at 12 not 4.70. The bright spot to offset some of that though NA decline is the ARPU on NA users is up 12%. Also if shein and the rest of the china droppshippers are now able to advertise again with the 800 tarriff going away I think that is going to benefit their guidance alot

modder9

NA chogath mid.

DepartureAnxious5115

This guy thinks that NA has influence over Israel, funniest shit I have ever seen!!!!!!

ConstantSpace5809

In NA we had it, but they killed it because people bitched their shit got there slower.

madhattr999

Can anyone explain to me why developed and emerging markets (non-NA), and also gold, were all hit much harder than US markets?

moorhound

This is the kind of kiddie pool shallow brain activity I'm talking about. 2/3 of EU refineries have recently been upgrading to proves Canadian heavy crude. Give it 5 years and they're cutting those NA pipelines and sending that shit to the motherland

MartyVice

QXO - Long Term Hold. Also, [OM.TO](http://OM.TO) \- This one will be a 10 bagger. Already started. Canadian mining is just starting, never mind biggest copper mine in eastern NA that was previously producing.

AirMinute7060

 strait of Hormuz affects WAY more Asia than NA

renardeault

Just buy an index or ETF and dollar cost average into it. If you're effected by news and the overall market movement, don't start cherry picking stocks. Over the long term, your returns will average out the ups and downs. Markets always move up over the long term. Don't play the short term game, that's gambling. Diversify into a worldwide index to be exposed to NA, EU and Asian stocks. Choose a globally diversified ETF, there's ton of them. Choose one with a low MER (Management Expense Ratio) usually around 0.1% or less is very good. Not 1%, **0.1%**. Oh and don't look at your portfolio every day, don't sell when the market dips, actually buy more. There's practically no risk of buying a globally diversified index. Any loss will recover over the long term.

Chocolatecake420

Beer and hemp beverage infrastructure are completely different... Even beer companies have a hard time creating NA beer with any of their existing equipment and expertise. They are screaming it because that is what convinces people to keep the hopium alive, even if it doesn't make sense.

Inner-Cobbler-2432

NA education. No concept of timezones but can smell 50 variants of butter infused burger sauce 1km against the wind.

NorridAU

NA had outages yesterday Idn I guess You specifically weren’t affected but I was

Ok_Aspect2804

It’s ok guys. CHY-NA is paying for these tariffs

Rin-Tohsaka-is-hot

NA was definitely not affected. I work at AWS. These were China regions.

brokenlabrum

The outage in the article did not impact NA.

ErictheAgnostic

Nah, NA was also affected, 100s of sites. And China jas special regs for AWS.

EverOnGuard

And bought NA beer with it.

Azisax

NA only dry wipes, they all brown stained over there

Senior_Professional4

As much as I’m all for world peace, one nation owning the entirety of NA scratches my ocd

Inner-Cobbler-2432

Exactly, that's why I apologize for the inevitable -2% I will cause. I milked ur markets for too long, I got that NA money.

stealthlysprockets

Isn’t Mexico part of North America? Why wouldn’t they include it in the NA numbers? Especially if you count Canada as well.

datguboy

Sure. My point is with a lower revenue in Q1, they might not be profitable again… and let’s not forget that their NA DAU has been declining and global DAU declined too in Q4. It is a dying app man… and spectacles is a cash burning machine… how is that a selling point for snap?

Timely_Basket_1355

>North America (NA) margins are 7-9%  So, they are already more profitable than WalMart, which gets a 45x multiple. Amazon is still in the process of building out their infrastructure; they will improve their margin over time >So if they DOUBLE their retails sales, they add 60MM in profit. If they double their sales, they increase their economy of scale; doubling sales means more than a doubling of profits.

DisastrousPlantain51

NA. #MarketCooked SPY to 0 sorry bro..

Canamerican726

Because revenue != profit? North America (NA) margins are 7-9% and Intl 2-3%. NA Revenue 426MM, profit 30MM. So if they DOUBLE their retails sales, they add 60MM in profit. That's not exactly earth shattering. If they double their operating margins (robotics, whatever), same thing. Also - US labor economy is contracting in everything but healthcare, consumer sentiment is low, wage growth is 'meh', inflation is above target - none of these are strong macro signals for an expansion in sales volume. Sure, sales were good over the holidays and Amazon can probably get some revenue growth through targeted ad spend using AIs, but that's not a sea change, it's steady growth on a very large but relatively low margin business. Like, I'm sure they'll grow it - but you ask why people downplay retail? Lots of reasons. To be clear: it's a great retailer and a good business. But people don't tend to get excited 'to the moon' on retail.

LowSkyOrbit

What Beetle? Maybe one day it will come back. Would be a great EV, especially if it buzzed when driving slow. The Golf/Rabbit is only sold as a GTI/R model in the NA market. ID Buzz should have been 15k cheaper and offer more for the price.

Every-Actuator-6996

Trump is reportedly considering pulling the U.S. out of USMCA, the trade deal he originally negotiated. Nothing official yet, but even talk of exiting a \~$2T trade pact = market uncertainty. Watch: Autos, ag, industrials (heavy NA trade exposure) USD/CAD and USD/MXN Volatility on policy headlines Right now it’s headline risk, not policy, but markets hate uncertainty more than bad news.

GoodIntroduction6344

What were AMZN's AWS profits compared to US, NA, and International for Q4?

Notdigg

I think $ matters more than a shrinkage of ~4 mm NA users. $400mm in money they generated out of thin air is nothing to balk at IMO.

No-Detail-2879

I haven’t read the earnings, i dgaf about shitchat but have you thought maybe it’s not plexiai that’s the cause. NA user shrinkage sounds like a pretty big issue.

Notdigg

That just came out today, but it tanked last week after its own earnings mentioning the delay of the perplexity deal, amongst a couple other things like NA user shrinkage.

mulletstation

MTG is printed in EU for that market, Japan for Asia market, and US for NA market. The tariffs are about the core toy business which has been pulling the company down since COVID disruptions and shipping costs skyrocketed, then tariffs impacts. That has hopefully been sorted through now.

Unh0lyCatf1sh

Classic NA inventing their own nonsense sports that no one else plays then calling themselves the World Champions

Pleasant_Visit2260

Be careful not to mix geography and seasonality. You’re citing global (diluted) ARPU for snap , look at its regions Snapchat breaks it up. North America ARPU has actually made new highs. Comparing Reddit’s NA-heavy ARPU to Snap’s global blended ARPU is apples to oranges. In Europe specifically, Snapchat’s ARPU grew 19% YoY. Growing ARPU at Reddit’s scale is materially easier than doing it across Snap’s vastly larger global DAU base; the curves are not comparable.

lies_are_comforting

Part of the reason why they’re down 5 % in NA is because they changed their strategy from ‘growth at all cost’ to ‘profitability.’ I feel like that’s what shareholders have been asking for all this time. Getting more Snapchat+ subscribers is key. That’s safe revenue. Their revenue from ads isn’t great. And to my surprise apparently their AR stuff also brought in a nice bit of revenue. Analysts suggest the app has reached a "plateau" where finding new users is increasingly difficult. It makes sense to me that they finally changed their strategy to go for profitably rather than growth.

datguboy

Several reason. Their North America DAU has been declining for two quarters now… and even global DAU declined in Q4… Also it’s not just about DAU. If you don’t make money from a new user acquisition, it actually increases the expense… this is why NA DAU is so important (3x ARPU compared to Europe). And then their forecast is bad too… have some patience and invest in value stock!

AluminiumCaffeine

I would think sympathy to AMZN? Which is a little silly since #1 AMZN is NA over SA, and #2 AMZN is down in part due to AWS capex of which MELI doesnt share that same profile

Ok_Kick4871

Disconnect between performance of NA cars and what they should be?

Independent_Term5790

Apac markets don’t care that NA is doing some crazy shit

Ok_Cry7572

How can they offer phone plans in Asia for under $5 a month like 5g unlimited and here in NA, you gotta pay more. Why expensive here. Feel like we getting scammed

jennysonson

Its oversold, its the same with when google kept falling before people realized openai and others werent a threat to their ad businesses, or when everyone thought Apple would be over they started losing sales in Asia, but then NA and EU covered those sales and more.

randomnameforme123

-3% to -1% and EU and NA aint even start buying yet Thats why MUs THE GOAT!! THE GOAT!!!

Thick-dk-boi

This is really what it was, China started the dump and NA panicked and compounded it.

oldschoolguy90

He works for CHY-NA

bravado

Our car companies have no interest in building cars people can buy - they only exist at this point to convince the governments to keep rigging the rules to keep out foreign competition and ensure that average car price (and size) keeps going up. I used to work in the Toyota world in Ontario and they have no concept of competition in NA. It's fucked and won't get better.

Historical_Air_8997

From what I saw ASML recently released their new High Na EUV machines which is 60% more efficient than the previous model for “2nm” (which were actually 2nm) chips. But [this article](https://www.trendforce.com/news/2025/12/16/news-intel-completes-first-2nd-gen-high-na-euv-acceptance-testing-asml-eyes-2027-28-mass-production/#:~:text=The%20path%20to%20mass%20production,%2C%20Bloomberg%20notes%2C%20citing%20Fouquet) and a couple others I’ve seen say ASML is already researching and looking at a new model within the next decade for a “Hyper NA” EUV machine. Size wise I think we’re at or near the limit, but theres some newer research on stacking more efficiently on the same size chip. My friend does some of this research at MIT, he published research last year on a way to bond some materials they use in cheap using more conductive materials which before wasn’t possible at the size of model chips. Ofc he’s doing like individual chips so companies like ASML have to find a way to scale it if that’s even possible.

Songrot

Thats actually bullish. Bc in Europe especially Germany SAP will never die. Rather the world implodes than SAP can be removed from companies. If 35-40% revenue comes from NA then SAP dominates the world.

itsthebear

Donkey, they do UAE, Google does NA. https://analog.io/news/physical-intelligence-on-four-legs https://bostondynamics.com/blog/boston-dynamics-google-deepmind-form-new-ai-partnership/ Apparently you're unable to Google though. Access is what they offer. Buy it, use it.

PRSArchon

Affordability is definitelty a concern. High NA EUB competes with low NA EUV multipatterning, and low NA EUV competes with DUV multipatterning. As long as it is cheaper to buy and operate multiple low end machines it does not make sense to buy the high end.

elgrandorado

ASML is far too embedded in the semi supply chain. I'm very curious on their Hyper-NA development, as they NEED to continue to demonstrate value to TSMC, Micron, Samsung, Intel, etc.

lipmanz

Woah SBUX positive NA comps????

Maximum-Magazine-333

Europoors can’t catch a break, they try to break free by investing in NA and then the dollar breaks their kneecaps