Reddit Posts
Didn't realize how much more the traffic skews towards Bots in NA
Presentation from Mathew Ball on health of gaming as a sector
ESPEC (TYO: 6859): Market Leader in Thermal Chambers for AI and Data Center Build-Out
Nano Labs, Often puts in Huge Moves, Likely to get picked up here?
Nano Labs, Small Semi/Ai stock, Beer Money Play.
Should investors be concerned about ASML?
QYOU Media - The "One-Stop Shop" for the Creator Economy $QYOU.V
Nike down 15% on poor outlook. Turnaround stalling. Is this a buying opportunity?
Elon Musk’s "TeraFab" 2nm Chip Plant: An Impossible Dream or the Ultimate Bull Case for Semi Stocks?
Is hitting $5-10M net worth a reasonable target????
The Missing Link in the Semiconductor Supply Chain: Canatu
The Missing Link in the Semiconductor Supply Chain: Canatu
MonthPulse Tactical: Neutral/Volatile Setups for Jan 2026 [NA Market]
ASML: The Only Company on Earth That Literally Prints AI Money
Amazon Deep Dive: A Strategic Evolution & Market Position.
AMZN IS A $4 TRILLION STOCK AND THE MARKET IS SLEEPING
Vegan Stocks : Why Oatly ($OTLY) deserves more love than Beyond
ASML is the backbone of the AI boom, so why is it lagging the hype?
Why Isn’t ASML Ripping Like Other AI Stocks After Great Earnings?
Evaluation on New Gold (NGD)
DFLI (Dragonfly Energy Holdings) – Comprehensive Due Diligence
Intel jumps 8%… while Marvell spends $5B on buybacks
Intel jumps 8%… while Marvell spends $5B on buybacks
InPost (INPST NA Equity) - fundamentally strong company with a ticking time bomb for short
FUBO - The Sleeper Rocket Nobody’s Watching
FUBO - The Sleeper Rocket Nobody’s Watching
FuboTV Q2 2025 Preliminary Results vs. Estimates
What's the safest way to profit off this news? (Assuming I haven't already missed the boat)
Working on a Valuation Report on ASML: Any Tips to Strengthen the Analysis?
Healthy Extracts Expects Record Sales for Q2 2025, Driving Strong Positive Adj. EBITDA
I swear this has been printing money. i thought NA was a dud at -7% today and then boom, 40% in a second. lets all make some money!
$LWLG, $CNSP, $NMRA, $NA from Squeezefinder Ai watchlist 6JUNE2025
I Finally Revealed My Secret Short Selling Strategy – Full Breakdown in This Video
Here's what the Amazon page for "cooking products" would look like with Trump's China tariffs applied
Helium Evolution - $HEVI.V imminent breakout expected
Helium evolution - $HEVI.V imminent breakout expected
What do you think?? Titan Machinery TITN??
Li-FT Power Ltd: A Remarkable Investment in Energy Storage (CSE: LIFT) (OTCQX: LIFFF) (Frankfurt: WS0)
$INTC Israels : 3.2Billion for a Western Worlds TSM. And that ASML NM Machine. 5nm, 3nm, 2nm coming. No More Taiwan TSM China Fear.
The big Picture for Royal helium - RHC.V and what investors are missing
Li-Ft Power Ltd Emerges as a Serious Lithium Contender (TSXV: LIFT, OTCQX: LIFFF)
Li-FT Power Ltd: A Remarkable Investment in Energy Storage (CSE: LIFT) (OTCQX: LIFFF) (Frankfurt: WS0)
Li-FT Power Ltd: A Remarkable Investment in Energy Storage (CSE: LIFT) (OTCQX: LIFFF) (Frankfurt: WS0)
A BMO analyst picks his winners and losers from bank earnings reports
$SAVE JetBlue + Spirit Merger Arb Summary up til now
Investing in World-class Hard-rock Lithium Project (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)
Investing in World-class Hard-rock Lithium Project (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)
Metasurface Eyepiece for Augmented Reality with Ultra-wide FOV
How Competitive will AMD be against Nvidia in AI Accelerator Market
Reasons other than IV that cause a skew in ATM prices ?
Is the EV motorcycle space going to be big in NA? or just Europe? $ZAPP
US Banks are grossly over leveraged. The coming downgrades are warranted.
Is the cyber security space going to keep growing?
Is the cyber security space going to keep growing?
Anyone have experience investing into sports teams?
$NILIF - Sprott Lithium Analyst just released an analyst report on Surge Battery Metals with projections implying the potential of 20X to 80X multiples still from here... 4 key takeaways listed here:
PACW Falls over 50 after reports of a potential sale, bringing banks stocks down
PACW fails over 50% after reports of a potential sale
Advice on next potential moves for my retirement account
BigCommerce Inc. ($BIGC) will announce its first quarter 2023 financial results on May 4, 2023.
PSLV vs THE WORLD - Must read for gold and silver bugs.
$COCO IS GOING TO THE MOON, IVE MADE A LOT OF MONEY IN THIS STOCK, I BELIEVE COCO WILL KEEP GOING UP TO THE MOON🚀📈🔝🏁💵👁️👁️☝🏼🥇💯
DUN NA NA NA NA - Quick 40 Second Test Run
Details into FTX days after the bankruptcy (500+ pages)
FTX Bankruptcy: Detailed bill for S&C posted
The average mortgage cost reaches 45% of household income, highest level in 40 years
FFIE- Short squeeze began - what do you think?
Help me understand my accumulating ETF iShares S&P 500 IUES NA / IE00B3ZW0K18
Dividends, so safe, that you can bank on it [DD]
FTX former CEO Sam Bankman-Fried arrested on Monday. https://t.co/DO37NA3Q7E" / Twitter
Tesla DD: The Reverse WSB Chipotle Signal Has been Hit, and Other Catalysts Incoming
So why exactly did we fall today... esp when Asia up Big time and Fridays jobs was not a big deal
Mentions
Can anyone explain to me why the news is saying some no-name company, Quantum Cyber NA, with a market cap of 30 \***million\***, is trying to acquire SpaceEx, which has a market cap of 2 \***trillion\***? [https://finance.yahoo.com/markets/stocks/articles/qucy-ambitions-acquiring-spacex-equity-133633942.html](https://finance.yahoo.com/markets/stocks/articles/qucy-ambitions-acquiring-spacex-equity-133633942.html) Bro, you ain't acquiring nothing. You can afford like 20 shares along with everyone else.
I personally believe that especially the senior engineers are the ones which are a) not present in a manufacturing company that needs ERP and b) are the least likely to want to put their name under a program which they did not write. ERP is not as important to tech as it is to companies with complicated and internationally integrated logistics. Take any gas turbine manufacturer, they procure parts from both inhouse and foreign suppliers, assemble them in house in NA or EU and then ship them world wide, yet their senior engineers won't be able to create anything close to SAP or SF
Yet they have less debt than their NA and Asian peers. How do you square that circle?
Its not through the roof. Just doing ok. Basically good cash and lot of people in NA and Europe are just herds. You buy, invest, behave the way youre taught. One more article or video on "how android is a better buy anyday" wont change the world, wont change the B-S gap, wont change the market. Idiots will do idiot things, we are just here to suffer from their consequences or reap from what they do.
I've been to many European countries and they genuinely do seem pretty damn happy. They work to live while in NA we live to work.
Markets now are just who rugs first between NA and Korea
In this economy, you go to Wendy's? Behind dumpster NA for earnings
OP you posted about this stock during earnings last month and refused to listen and now the stock is ranking some more and you're still refusing to listen to everyone saying it's garbage. Bottom line is NA users are declining, it doesn't matter if they have overall user growth if the users that they earn premium value on are abandoning the app. Couple that with the glasses that look goofy as shit that no one will buy and you've got a dying social media scrambling to churn more revenue with a failed product launch. Those glasses will go down worse than apples vision goggles. Keep bag holding though, I'm sure Evan will figure it out any day now.
PayPal felt like a relic 15 years ago. Only time I've used was around 2010 when I went to NA.
Take profit, NA Stop loss, NA Trailing stop, NA 5:1 margin, Yes
**Your electronic funds transfer** **(EFT) was successfully processed** **From** An account at JPMORGAN CHASE BANK, NA **To** Fidelity account ending in #### **Amount** $50,000.00 \*rubs hands together\*
Saw that guy’s “goodbye everyone” post and immediately thought NAH NAH, NA NA NAH NAH, HEYYAYYAYYY, GOODBYE LOL I’m an asshole. Hope he doesn’t kill himself
Yes, I am actually flying to Canada, and looking at the map in the plane NA is huge.
> Ask AI how much crude is produced and how much is used in a week, there will never be a shortage of oil in the NA. The only time we have an oil "shortage" is when the rigs are shutdown because of things like Covid. Asia doesn't need oil they got nuclear reactors. Europe, nobody cares but they have renewable energy too. Maybe "Ask AI" why the US can't refine most of the oil it produces. You'll probably get a completely wrong answer but it will be a better answer then your completely uninformed assertion.
Ask AI how much crude is produced and how much is used in a week, there will never be a shortage of oil in the NA. The only time we have an oil "shortage" is when the rigs are shutdown because of things like Covid. Asia doesn't need oil they got nuclear reactors. Europe, nobody cares but they have renewable energy too.
In Counter Strike 2, more than 98% of NA is bot activity.
Guys, how to correctly pronounce NVIDIA Like EN(VIDIA), NA(VIDIA) or simply N(VIDIA)? It seems that in California they pronounce NA(Vidia)?
In 2020, during the peak of pandemic, everybody was trying to get rid of oil in NA and the price became negative at some point.
Almost every respectable enterprise and tech company has switched over to Claude in the last year. Their moat is enterprise sales and while the switching cost is not as high as say ERP, but it’s there. No NA or EU company is going to be using a Chinese model. The consumer use cases are pennies to the dollar. My companies devs drop $10K a month each on Claude tokens.
Yes you are quite right and that will be tricky. If China takes Taiwan with too much force I kinda expect the US to offer refuge and a golden handshake for all personal of tsmc that does not want to join China. Its quite a good deal for them as they will be better paid, with better hours and a better working culture as tsmc is known to be quite horrible in all of those (except for pay relatively speaking). At the same time the US has experience through Micron and Intel with all platforms (not too much yield yet in high NA tho) so I think they'll just make it a national priority to train people in the area by just throwing a bucket of money at them.
There’s so many confusing things about this post. 1) if it’s an American company, why does it have the F on the end? 2) the largest cannabis company by store count…High Tide has 220+ stores in NA. So trulieve isn’t even the biggest cannabis company in NA. They may have the biggest MEDICAL footprint in the US. But also, the vast majority of their stores are in Florida, so I wouldn’t even necessarily say they have a big US footprint. Not saying not to invest in this, just saying your facts are not facts.
lol for out of service in NA only yes we all know what's in the power point, except they have competition who have actual satellites in space and launch capabilities.
Nah, I use a Samsung. It's superior in every way, and they apparently don't use Israeli tech in their phones shipped to NA
# Zandi Says US Is ‘Uncomfortably Close’ to Recession [https://youtu.be/7An6VCfUW9k?si=989vl0C0U\_6NA71R](https://youtu.be/7An6VCfUW9k?si=989vl0C0U_6NA71R)
The rejection was 5 years ago and since then OKLO has gone through pre-app with the NRC finding “no gaps” towards future approval. OKLO is actively building two sites since Sept 2025- one reactor is going critical in a few weeks, and their main Aurora powerhouse is on track to being one of the first commercially deployed SMRs in NA (late 2027.) OKLO is awaiting part 57 release when allows for review timelines of 6-12 months.
who the fuck is shit talking Miatas because I want an NA, NB, NC and ND. name and badge number!
Bro read about TSMC yesterday and decided to write a book about it. Man we know. But you know about Intel and Samsung? They are also producing Chips within the sub 2 nanometer node and they do have gate all around and backside power delivery transistor technology, which TSMC currently does not have yet. Also Intel will use the new ASML High NA EUV Litography machines. TSMC does not… There is a reason the entire industry looks for alternatives. Finally if China is really going to invade Tiwan, that’s even more bullish for Samsung and Intel and very bearish vor TSMC.
Yes, they now have $3B and are a first mover in NA with the most scalable model.
I know they'd do it if they could, but sbux recently killed their AI inventory tool across NA. If AI can't handle inventory, it's not anywhere near beverages.
Yall on ASTS and SpaceX… NA(Y)SA IS WHERE ITS AT
I agree, but reality is that Tesla is the only manufacturer in NA that is hardcore EV and is selling the new generation on it. That's reality, regardless of whether another manufacturer could is irrelevant, they aren't
Important context, but NRED is copper-gold, not rare earths. Still, the broader push for NA critical minerals helps the whole space. Early stage = high risk.
NA version prolly gonna have snappy dragoon
Because US fast food is better in China. Pizza Hut and dominos are like fancy restaurants while McD KFC Burger Kings are so much better and have far more variety and creativity it puts the Western versions to shame. The only thing North American fast food chains have got is the large size of portions, like when I ordered a large soda from KFC in China it was like a mix between small and medium sized cup in NA, it was fucking tiny.
This is what intel did before falling behind and couldn't catch up because of all the patent advantage TSM built up over the years. + they had Apple and other large tech companies fronting the CAPEX for the FAB build out's. That whole landscapes going to change once 1.4NM hits, and they are fighting the next gen chip after, as NA-EUV will have absolutely maxed out on what it can do and can't advance any further... and here comes the same scenario INTC was in, TSM is now years behind in knowledge with high na-evu lithography machines, and INTC has now piled up a 3 year advantage with patents. TSM won't fail as a company, but INTC sure as hell are being given a great chance to catch up here and potentially over take as the lead chip builder.
I just read through some of the 10F filings. I ended up selling out of my ASML stake in two tranches in Q1, while Dev Kantesaria cut his V stake in half to move it all to ASML. At these valuations I wonder what he saw to increase that stake? I love the firm and think it's one of the key bottlenecks in the semi trade. China still hasn't even figured out how to mass produce an EUV machine let alone have it production ready, so there's no competition there. Problem is that TSM can basically hold off buying bleeding edge High NA at will. Until Intel or Samsung really catch up to them, TSM remain the top dog in logic. Memory demand has absolutely exploded, but how many new fabs will the big three open up before the next bust cycle? I feel a lot of the upside in ASML is priced in, and it'll be hard to make outsized earnings for a bit. Maybe I'm wrong, but it was hard not to take profit when valuations currently indicate that ASML would need to hit the top of their 2030 revenue guide (or higher) per their investor day to come close to their current price. For context I sold a large tranche at $1,050, and the second tranche at $1,460. Most of my buys were at ~$600.
If there is a recession, I like it more: best-in-class balance sheet by a monstrous margin and will consolidate athleisure and take all of the next leg. My concern is the board's incompetence, and the risk is that Chip and crew do not get seats. So… bad news is priced in; if they get seats, quick 30% pop plus long-term upside with growth overseas and NA staying flat YOY. I don't have a position, but I'm starting to circle, and I don't like apparel companies due to their short life spans like drug parents.
TSMC doesn’t need the high NA machines for their next few nodes. They can’t even make enough current node 4nm and 3nm chips to satisfy demand. It’s not like they can just buy the high NA tools and throw them into fabs they have/are already in planning or building phase. High NA tools are actually a bitch and require ground up changes to how the fab is layed out and built. Intel needs a miracle shot to save themselves, TSMC just needs to keep following the plan they have been following for the past 3 decades that has led them to total domination of the market. A couple fancy tools does not automatically make you the best semiconductor manufacturer.
Thank you, $POET and $QUBT seemed like in the uptrend, hopefully $NA will bounce back tomorrow.
Korea is the only advanced economy that reversed their declining birthrate going on three years now post 2008 meltdown. Countries like China, Thailand, and especially Taiwan (who set an all time record low in the modern era into the .60's) actually have worse birth rates. Things and times change. Granted NO advanced economy is back to replacement levels but this is a sign that things can change. Korea: .96 China: .90 Singapore: .87 Thailand: .78 Taiwan: .65 As for Japan, they are going on their 46th year of fewer children and birth rates are collapsing even faster now than the Japanese government even expected by at least 15 years. Its pretty grim everywhere in Asia, let alone the EU and NA.
It already flies internationally, but yep no NA or Eu
Bagholding dying calls into earnings and calling it anxiety is the trade. You’re not waiting for NA/OPAD/POET to save you, you’re asking theta to be your therapist. Next time define the exit before the earnings dice roll. TradingWizard is basically TradingView with AI built in for entry, stop and target.
Thanks for the rare interesting comment. My only concern with F being up 13% today is that it is still only $13.50. Ford has been bouncing between $10 and $14 for years and so I wouldn't call this a breakout at all. But yeah, It is interesting listening to the Ford CEO recently talk about how China is going to put them (NA car manufacturers) out of business if they don't change something drastically.
The main meetings start tomorrow. (or I guess tonight for NA)
I agree with this sentiment, but at least for the next quarter, we have the WC in NA and it’s bound to sky rocket number of rides because of the sheer number of tourists. After that I see the point but I think next earnings gonna be great imho.
They bought high NA machines to the tune of 360M each, this is on top of the multiple billions that it costed to build the factory. Production coming off those high NA machines won’t be online until 2028 (14A node). That is how long each of these cycles are. When 14A is online, INTC will be in the lead process wise. The market just have no patience.
Where do you trade forex? Are you NA based?
It’s not like they have one million daily active users in NA. They have 92 million. As long as they stay above 50 million I think they’ll do fine as they increasingly monetize their platform.
>they released a solid product 18a which competes with TSMC 2nm. It does not. >It's very much a possibility that Intel leap frogs TSMC with 14A given that TSMC has been holding off on adopting High NA EUV. In terms of what?
Intel was priced to go out of business, they released a solid product 18a which competes with TSMC 2nm. They could easily 5x from here over the next few years. They could 10x if High NA EUV works well, they have been working with ASML on High NA EUV for years now. It's very much a possibility that Intel leap frogs TSMC with 14A given that TSMC has been holding off on adopting High NA EUV.
EWY friend. It’s about 10% of my portfolio. I also like exposure outside NA when I can, 2 birds 1 stone.
Where I work, internally we're already doing the equivalent of relay racing (switching between models after token usage limits are reached while adding in context) to make sure we can deliver projects cost effectively. I'm not entirely sure if the value proposition is really there for AI when it's not fully floated by VCs, PE, and big tech cash flows. The reason I say this is as follows. I'll use ASML as an example. ASML provides the extraordinarily important lithography machines that are used for bleeding edge logic/memory fabs. Their most expensive models, High-NA EUV models, are not being adopted at a lightning pace, because TSMC is holding off on large procurement while they can still make due with operational advancements and their existing EUV machines. It's an economic proposition for them? The investment is amazing, but the returns in the short term are just not worth it for them to buy the machines at the moment. If enterprise can't absorb the massive cost load of properly paying for compute, which they won't even with layoffs, it'll create a contraction which will eventually cause a slowdown.
I listened to the call, the main downside is the continued loss in North American daily active users. but one thing they said was that their paid memberships are still climbing with NA DAU, so it's really not as bad as it looks, I'm curious to see how wall street reacts tomorrow
They almost certainly are not pricing in enough - Every major NA airline from Air Canada to Delta said they will recover around 50% of the increased fuel prices through increased prices. That means as of today there is a roughly 15% increase in expenses with no revenue to offset it. With already razer thin margins they are certainly operating at a loss. Expect airfares to continue to get jacked up and more flight cancelations as demand destruction occurs. Unless prices magically drop (which will take several months even if the war ended tomorrow) it's not going to get any cheaper for this summer
Yeah AI issue is a product issue not a fab issue. Intel has started their all around transistor design with 18A which has massive power efficiency gains and TSMC is not launching an all around transistor until N2. It isn't anywhere close to being 2 years apart. It's a jagged case currently where both are doing different things slightly better which is the first time that can be said in a very long time. 14A will be interesting since TSMC has said they don't think they need high NA so their will be a real difference, but if TSMC is to be believed the differences don't justify the cost. Will have to wait and see.
Regulations and NA user decline.. those are the red flags that might keep it from rallying like Reddit and Pinterest stocks did. NA users (daily active, especially) for sure will have an impact. Still, at this point maybe the market has finally accepted that NA is in a state of steady saturation to a recent decline. Down from 100 million users to 94 million users YoY last quarter. A 6 % decline. If it’s 90 million this time.. we might be in trouble. But there’s so much else to talk about. The rise of Snapchat+. The pivot to profitability. Only, it’s like ALL the positives were completely ignored the last time they reported and the market just punished it because of NA user decline. But sentiment seems different now. Doesn’t it? Reddit and Pinterest green after earnings.. for one.
Read your various posts about SNAP. I bought in September and again around 4$ (call options tho). I was expecting a run up this week before earnings, the fact it's basically flat since the 15th of April made me ponder (given how much the overall market rose during that time period). At this point, it's a binary event. Godspeed, the rational is sound for a rebound (and 3.80$ was the the absolute bottom of the monthly descending channel). Will depends on NA users, and any surprise announcement. Good luck, I have a bunch of money hanging there as well. It's game time ;)
Haha nice, I've just put my beer money in NA Key offerings include:High Throughput Computing (HTC) chips: Cuckoo series (e.g., Cuckoo 3.0) — among the first near-memory HTC chips; used for parallel processing tasks like mining and distributed rendering. Features 2.5D memory-intensive designs with high bandwidth (up to 2Tbps in some models). High Performance Computing (HPC) chips and FPU architecture: Integrates HTC + HPC features; latest FPU 3.0 uses 3D DRAM stacking for \~5x power efficiency gains in AI inference. Vision computing chips: For image/video processing and perception tasks. Smart Network Interface Cards (NICs) and distributed computing/storage solutions. AI-focused ASICs: Via strategic investment in Weiheng Technology (5% stake), they develop edge/endpoint AI compute-storage chips optimized for large AI models (integrates with DeepSeek’s models). Giving all of the moves in European stocks there's no way this thing doesn't get moving?
I think the key question is whether this is a temporary multiple compression story or a real brand slowdown in North America. If NA growth stays soft, a cheap balance sheet can stay cheap for a long time. If they stabilize traffic and stop the governance noise from dominating the story, then yeah the stock probably rerates before the business even looks amazing again.
I think TSMC is predicting a demand crash before High NA EUV is profitable.
High NA EUV, not their old EUV. TSM does have another option which they took, they opted not to buy.
Plenty of farmers making Youtube videos about it. Euro companies a generation ahead setting up shop here to market to NA farmers.
Even if they didn’t intel would have been fine. They’re the most sophisticated fab in the world outside of tsmc and they’re in NA with a couple new fab projects halfway done. It was always going to end this way.
Ding ding ding. Our NA division: Up 40% YoY Europe: Hoping to hit 5% Japan/Asia: Going to be losing money
My debt is bigger than your debt 😈 (NA to other countries)
GLP1 drugs are the fastest growing prescription in NA right now. And they do have side effects for some people. Lexx’s main product is an additive to glp drug delivery system that makes it so there are essentially no side effects when taken orally. And with the two major glp manufacturers moving from the shot to the pill. That opens up a whole new market for glp users in addition to the current market. It’s a massive market. The trials have been going well and there is a market need.
NA EUV delayed probably because the US just blew the next 5 years worth of munitions to combat any immediate future China posturing…
LMAO youre looking at the rear view mirror bud. Intel has a revolutionary tech that setting the pace on their foundries especially on AI moving forward. And they are the working closely with ASML utilizing High NA EUV (learning a lesson on skipping the previous tech that TSMC took advantage) . Also their EMIB-T is a game changer for the total package size of AI accelerators you can build, as well as the low cost and ability to integrate HBM. Tesla already saw the future bud. Lol
Yeah come talk when the high NA and EUV tools really get going.
Addiction is the disease The focus of the addiction can always change Which is why alcoholics see at risk for things like sex addiction Hot tip, find a date at AA but not NA Really different kind of parties
I'm still not fully convinced the market will just 'look through' NA DAU declines, since that's historically been the biggest concern given how high the ARPU is there. But your point about Snapchat + makes sense, if they can prove subscriptions + better monetization can offset flat or declining users, the narrative could start to shift. Feels like the key isn't just subscriber count, but whether that revenue is enough to compensate for any weaknes in NA ads. If it is, that's interesting. If not, i think the market still focuses on DAU
In AI, you can always use other models to train yours. OpenAI spent tons of money curating data and tuning for the first frontier model. After that other companies caught up really fast because they can just use ChatGPT data sets to train their model. Plus they already know the model architecture and can replicate the results. So being second is always cheaper. Another thing to note is that inference spend has already exceeded training. China will probably still dominate cost per token because that’s what they do in general, but US will continue to have fastest generation speed and latency because it’s currently 3 generations ahead in silicon process thanks to TSMC. When China’s EUV is finally in production they can probably get to 2 generations behind (TSMC will be on high-NA).
I've had one can of regular kombucha and one NA lager and I already feel the hangover starting, going to bed.

[https://www.stocktitan.net/news/NA/nano-labs-na-and-alt5-sigma-corporation-alts-announce-memorandum-of-hpb9emy3jkry.html](https://www.stocktitan.net/news/NA/nano-labs-na-and-alt5-sigma-corporation-alts-announce-memorandum-of-hpb9emy3jkry.html)
NA and ALTS formed a partnership to evaluate the construction of data centers in the US
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.
My gains today are similar in value to a mint condition Mazda MX-5 NA, interesting
> 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?
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.
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
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 😠
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.
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.
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.
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.
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 .
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
Serious question, what market are you referring to if it's 10pm NA time?
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).
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
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)
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
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?
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.
#if this shit pumps out I quit. finally sell some losers and now this BO. LOG. NA.