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  1. Jysin

    Investing General Discussion

    Newswire following the NVDA presentation:
  2. Jysin

    Investing General Discussion

    You’ve also got the added pressure on the consumer who are being squeezed by debt and inflation. With borrowing costs increased, you don’t have consumers lining up with cheap Covid bucks to purchase new vehicles. Another major factor is the realization of extreme depreciation in the EV market...
  3. Jysin

    Investing General Discussion

    Yea, no idea how west coast traders cope. Ideally want to be on EST. Upside trading here in the UK is markets open at 2:30pm. Downside is it closes at 9pm. Makes for long evenings and tough to turn your brain off immediately after to wind down.
  4. Jysin

    Investing General Discussion

    -24% on SNOW after earnings.
  5. Jysin

    Investing General Discussion

    A news headline yesterday tipped the cards as to who has been buying AI hardware behind the scenes. (Which should also be of no surprise whatsoever) https://www.thenationalnews.com/world/us-news/2024/02/26/us-ai-syria-yemen/
  6. Jysin

    Investing General Discussion

    The PANW Pelosi squeeze continues. Up over 7% yesterday and up nearly 6% premarket as of writing.
  7. Jysin

    Investing General Discussion

    https://www.ft.com/content/4114454c-a924-4929-85f4-5360b2b871c6 Nothing to see here. New ATHs here we come! ... followed by: https://www.reuters.com/markets/us/jpmorgan-ceo-dimon-sells-about-150-mln-his-shares-sec-filing-says-2024-02-22/ Some more macro color: I am still not fully cash...
  8. Jysin

    The Stock Trading and Shitposting thread.

    A good free trader to follow on Twitter is @TheOneLanceB (Lance Breitstein) Consecutive 8 figure ex-prop trader. Basically retired himself following the covid market. He has some great insights. Here is a 3 part series of a trader interview with him. It's a great listen where he talks about...
  9. Jysin

    The Stock Trading and Shitposting thread.

    It is extremely focused on technical levels. Even if you are a novice trader it should help to identify better levels to buy into and avoid things like trigger traps, etc. You should only really be trading when the EV (Expected Value) is massively in your favor. Trading every single day is just...
  10. Jysin

    Investing General Discussion

    SMCI: Super Micro Computer Prices $1.5 Billion Offering of Convertible Notes Due 2029
  11. Jysin

    The Stock Trading and Shitposting thread.

    If any of you degenerate day trading gamblers want to actually get serious about the long term game of active trading, there is an open house for all of next week in a private trade group I am a part of. Standard membership cost is pretty high, but a free week that you can take a peek and I can...
  12. Jysin

    Investing General Discussion

    $NVDA RESULTS: Q4 Revenue $22.10B vs. $6.05B y/y, EST $20.41B Data center revenue $18.4B vs. $3.62B y/y, EST $17.21B Gaming revenue $2.9B, +58% y/y, EST $2.72B Professional Visualization revenue $463M vs. $226M y/y, EST $435.5M Automotive revenue $281M, -4.4% y/y, EST $272.1M ADJ gross margin...
  13. Jysin

    Bitcoins/Litecoins/Virtual Currencies

    Not sure if you are joking or not, but Tom Lee is the most bullish of all perma-bulls. He is known for calling new bull runs every time he is on television, including January of 2022. The guy is nothing but market positive, no matter the macro situation. Nuclear WW3 could break out and the guy...
  14. Jysin

    Investing General Discussion

    I’ve been quiet, as I’ve been taking a much needed break with the family.
  15. Jysin

    Investing General Discussion

    SMCI going straight into extreme multi timeframe overbought territory. The reversion trade is getting juicier by the day. These are the EV trades that can make a traders month(s), but timing is critical.
  16. Jysin

    Investing General Discussion

    Remember this chart? Friendly reminder that stonks can get far more irrational than you ever can imagine. Today:
  17. Jysin

    Investing General Discussion

    Everyone’s content when their 401k is ripping.
  18. Jysin

    Investing General Discussion

    SMCI relentless
  19. Jysin

    Investing General Discussion

    You're citing analyst upgrades as some kind of tea leaves for an earnings beat? Analysts are absolutely worthless. You're far smarter than that.
  20. Jysin

    Investing General Discussion

    It's not the quarter's miss, its the rapidly shrinking margins. Higher wages and them lowering pricing on vehicles is going to take a toll.
  21. Jysin

    Investing General Discussion

    The only thing I can say in the UK (notably not EU anymore), every single piece of fresh fruit and vegetables have the city and country of origin on the packaging. Sometimes as much info as the specific farm. I am all for this transparency as it helps make better informed decisions. Saw a...
  22. Jysin

    Investing General Discussion

    Shouldn't be any surprise in the margins. They have been pressured by raising wages while simultaneously lowering prices of their vehicles to capture market share. Would have been some accounting magic if they had beat margins.
  23. Jysin

    Investing General Discussion

    1pm 5yr bond auction has spooked markets. Drove all longer dated yields back over recent highs. Equities have been declining since. IWM, being more sensitive to rates has taken the brunt of it. 13:02*(US) TREASURY $61B 5-YEAR NOTE AUCTION DRAWS 4.055% V 3.801% PRIOR, BTC 2.31 V 2.50 PRIOR AND...
  24. Jysin

    Investing General Discussion

  25. Jysin

    Investing General Discussion

    Freshwater boats on big lakes is probably far more manageable vs boats on the ocean. Corrosive salty air trying to disintegrate your boat 24/7.
  26. Jysin

    Investing General Discussion

    Another Shonuff enters the chat.
  27. Jysin

    Investing General Discussion

    My old company matched 100% of the first 6% of your contributions. So, if you elected for 6% 401k contribution, they would match that 100%. You basically are immediately doubling your contribution before mr market even does its magic.
  28. Jysin

    Investing General Discussion

    @Foler This is important. I found this out the hard way one year many moons ago. Capped my 401k contributions in Aug/Sep and missed quite a bit of the year's match vs had I just split my cap out more evenly through the whole year.
  29. Jysin

    Investing General Discussion

    -28% today. That is -74% in 3 trading days.
  30. Jysin

    Investing General Discussion

    harsh. Dude is "only" 40% underwater on that NCLH position after 3 years.
  31. Jysin

    Investing General Discussion

    SAVE down another 5% premarket, while the rest of the market is quite green in the pre. Not the best look.
  32. Jysin

    Investing General Discussion

    @Sanrith Descartes With Blazin on this. Not worth the poor premiums. Esp prior to earnings kicking off.
  33. Jysin

    Investing General Discussion

    UAL down 10%. Ouch.
  34. Jysin

    Investing General Discussion

    Across the board CPI surprise to the upside (m/m, y/y, and core).
  35. Jysin

    Investing General Discussion

    New news keeps coming in on this mess.
  36. Jysin

    Investing General Discussion

    NVDA >6% today alone.
  37. Jysin

    Investing General Discussion

  38. Jysin

    2024 Official Stonks Contest

    4950 Soft landing idea meets reality
  39. Jysin

    Investing General Discussion

    My brokers: Lightspeed: Day trades TDA/Schwab (Think or Swim): Swing trades and options Fidelity: 401k / IRAs Paid Tools: TradingView (charting & financials) TradingVue (trade logs and metrics tracking) Trade the News (live news wire / squawk) Bloomberg news (for reading finance news on the go)