Investing General Discussion

Arden

Arden

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Furry said:
Markets seem to have shrugged their shoulders at H1B change. Little surprise to me when virtually all of these people were unqualified slave labor.
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Yes, the market seems to shrug its shoulders to everything these days...
 
Sanrith Descartes

Sanrith Descartes

I was forced to self-deport from the /pol thread
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Arden said:
Yes, the market seems to shrug its shoulders to everything these days...
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first time GIF
 
TJT

TJT

Mr. Poopybutthole
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Synj said:
Because I have some catch up to do on the Roth and most of that funding is coming from the sale of my RSUs which can’t be directly put into my 401k. I suppose I could up my deduction from my paycheck and then live off some RSU cash. I’m just a little tighter on cash flow than I would like and some of it is just circumstance. I bought a house in 2023 at 5.675 and although I make good money, my percent of income for my house is probably 40% which is tough on a single income.
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You can't contribute to ROTH after you make a certain amount of money. If you haven't considered that.
 
Sanrith Descartes

Sanrith Descartes

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For once, GS isn't wrong on something. Vendor financing cooking of the books is literally what killed Lucent. If we see OpenAI using this $100b investment from NVDA to buy NVDA product, its time to start worrying.

 
Gravel

Gravel

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Sanrith Descartes said:
For once, GS isn't wrong on something. Vendor financing cooking of the books is literally what killed Lucent. If we see OpenAI using this $100b investment from NVDA to buy NVDA product, its time to start worrying.

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Thought I had is, even if Nvidia was found to be violating laws, would the SEC even do anything about it? Is Nvidia too large now?

With a $4T+ market cap, I don't think anyone wants to touch it at this point (a market cap larger than the GDP of every country on the planet except the top 3, and it's closing in on Germany ).Especially when the entire market is essentially just the top 10 companies. It might risk ripping the mask off just how bad the economy really is, and could be the first domino in triggering a massive recession/depression.

Not only that, but with how existential the AI race could be to the United States, it's also probably not something we want to hinder. A lot hinges on the US winning the AI race.
 
Furry

Furry

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Gravel said:
Thought I had is, even if Nvidia was found to be violating laws, would the SEC even do anything about it? Is Nvidia too large now?

With a $4T+ market cap, I don't think anyone wants to touch it at this point (a market cap larger than the GDP of every country on the planet except the top 3, and it's closing in on Germany ).Especially when the entire market is essentially just the top 10 companies. It might risk ripping the mask off just how bad the economy really is, and could be the first domino in triggering a massive recession/depression.

Not only that, but with how existential the AI race could be to the United States, it's also probably not something we want to hinder. A lot hinges on the US winning the AI race.
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No, and not because they are too large, precisely because of the reason you come up with at the end. When they got out of line from that goal is when the US will bring in whatever size stick they need to fix things.
 
Kirun

Kirun

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Gravel said:
Not only that, but with how existential the AI race could be to the United States, it's also probably not something we want to hinder. A lot hinges on the US winning the AI race.
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A lot of this narrative feels like the "space race", but we're the Soviets this time.
 
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Sanrith Descartes

Sanrith Descartes

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Gravel said:
Thought I had is, even if Nvidia was found to be violating laws, would the SEC even do anything about it? Is Nvidia too large now?

With a $4T+ market cap, I don't think anyone wants to touch it at this point (a market cap larger than the GDP of every country on the planet except the top 3, and it's closing in on Germany ).Especially when the entire market is essentially just the top 10 companies. It might risk ripping the mask off just how bad the economy really is, and could be the first domino in triggering a massive recession/depression.

Not only that, but with how existential the AI race could be to the United States, it's also probably not something we want to hinder. A lot hinges on the US winning the AI race.
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I don't believe its technically illegal to fund your client's purchases. Its just really shitty business practice. And of course the accounting needs to be handled correctly.
 
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fris

fris

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Sanrith Descartes said:
The difference is HP, Lenovo and Dell don't loan/give the money to MSFT so they can turn around and use it to buy those products.
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The direction is reversed. Msft buys PCs, giving money to them, so they can be more profitable selling windows based PCs.
 
Khane

Khane

Got something right about marriage
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"Oh my god!!!!"

Oh wait some talking head picked a number that let him say something meaningless like "only twice in history!"

That ratio has been a disaster, if you expand it back all time, since 2015. If we're talking "historically".

EDIT: Goddammit the troll graphic wasn't loading on my phone until after I posted. HATE!
 
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Sanrith Descartes

Sanrith Descartes

I was forced to self-deport from the /pol thread
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Khane said:
"Oh my god!!!!"

Oh wait some talking head picked a number that let him say something meaningless like "only twice in history!"

That ratio has been a disaster, if you expand it back all time, since 2015. If we're talking "historically".

EDIT: Goddammit the troll graphic wasn't loading on my phone until after I posted. HATE!
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Why do you think I tagged Blazin. The Case Shiller is his favorite metric.
 
S

superstraight

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Gravel said:
Thought I had is, even if Nvidia was found to be violating laws, would the SEC even do anything about it? Is Nvidia too large now?

With a $4T+ market cap, I don't think anyone wants to touch it at this point (a market cap larger than the GDP of every country on the planet except the top 3, and it's closing in on Germany ).Especially when the entire market is essentially just the top 10 companies. It might risk ripping the mask off just how bad the economy really is, and could be the first domino in triggering a massive recession/depression.

Not only that, but with how existential the AI race could be to the United States, it's also probably not something we want to hinder. A lot hinges on the US winning the AI race.
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Feels like it's a rising waters raise all ships situation, and while the opposite is also true, I don't see what would trigger an outflow of money from tech in the near future

It's also a situation where the rich will continue to get rich and the poor continue to suffer; those with the most assets win in the long run
 
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