Kithani
Blackwing Lair Raider
- 1,814
- 2,549
I am rooting for those things because I am middle class but I also feel like we’re pretty damn far away from the French Revolution in 2025 the phrase “let them eat Zebra cakes” actually does apply
Investing General Discussion
- Thread starter Furious
- Start date
Kithani
Blackwing Lair Raider
- 1,814
- 2,549
I’m biased because I work in healthcare but the awful thing about UNH is the more successful that company becomes the more it’s an overall loss for the USA IMO. I guess not a bad hedge in a weird way lol
Haus
I am Big Balls!
- 17,644
- 71,792
My company is having it's worst single day performance in over a year and a half today. Someone has most definitely stuck their dick in the mashed potatoes..
I'm thinking NVDA didn't outperform ENOUGH to keep that particular hype train rolling full steam and the result is Bears stepping in....
All hail Bear Jesus and his girthy red candles....
I'm thinking NVDA didn't outperform ENOUGH to keep that particular hype train rolling full steam and the result is Bears stepping in....
All hail Bear Jesus and his girthy red candles....
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My only move so far today was -325 shares of fbtc +39 shares of spy. Really don’t like the correlation between them now and had a nice gain on fbtc of like 80% I wanted to protect.
that’s in a long term hold account I rarely sell anything without holding over a year.
the stock I don’t get today is WMT. Up huge on mild eps growth with a pe in the mid thirties. Can’t figure that one out.
that’s in a long term hold account I rarely sell anything without holding over a year.
the stock I don’t get today is WMT. Up huge on mild eps growth with a pe in the mid thirties. Can’t figure that one out.
Flobee
Ahn'Qiraj Raider
- 3,014
- 3,504
I'm kind of surprised nobody here is referencing the fact that the Yen carry trade is actively collapsing right now, which I have to assume is a big part, or at least another domino, in what is going on with the market. Sub %1 rates for borrowing Yen appears to be coming to an end and that carry trade has been massive for a long time now. As those positions unwind it shouldn't be surprising that assets get sold off to cover it.
Couple references below if you're unaware. Personally I'm not very concerned about this pullback as it simply can't be sustained. They will print. It won't fix anything but they're still going to do it.
Couple references below if you're unaware. Personally I'm not very concerned about this pullback as it simply can't be sustained. They will print. It won't fix anything but they're still going to do it.
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Arden
Vyemm Raider
- 3,014
- 2,296
Personally I'm thinking of this less as an overall crash and more of a global reset. We've been trading on numbers that have been largely detached from reality for a while now. I think what we are starting to see is part of a big adjustment that will (ultimately) bring things closer to alignment with reality.
Those who have figured out the new paradigm can use this as an opportunity to buy quality stuff at a discount, while those who are still clinging to the outdated paradigm are going to get wrecked.
Those who have figured out the new paradigm can use this as an opportunity to buy quality stuff at a discount, while those who are still clinging to the outdated paradigm are going to get wrecked.
- 12,657
- 70,295
Potentially a bounce off the 10/10 low of ~590 QQQ and now busting past and currently at ~588.
Personally I'm rooting for the April lows but I'd be highly surprised if we get there in the next few days/weeks. Maybe if this pattern continues into the first of the year, but who knows.
Blazin
Creative Title
- 7,563
- 37,737
I'm going to take it if we get it today just for a quick trade into tomorrow.
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Haus
I am Big Balls!
- 17,644
- 71,792
Interesting analysis of the AI Capital Investment Circle Jerk...
The actual Substack article if you want to go straight to the real deal.
substack.com
The actual Substack article if you want to go straight to the real deal.
The Algorithm That Detected a $610 Billion Fraud: How Machine Intelligence Exposed the AI Industry’s Circular Financing Scheme
On November 20, 2025, trading algorithms identified what may become the largest accounting fraud in technology history—not in months or years, but in 18 hours.
substack.com
Sanrith Descartes
I was forced to self-deport from the /pol thread
- 49,255
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Khane
Got something right about marriage
- 21,350
- 15,260
Interesting analysis of the AI Capital Investment Circle Jerk...
The actual Substack article if you want to go straight to the real deal.
The Algorithm That Detected a $610 Billion Fraud: How Machine Intelligence Exposed the AI Industry’s Circular Financing Scheme
On November 20, 2025, trading algorithms identified what may become the largest accounting fraud in technology history—not in months or years, but in 18 hours.
So AI wrote an article about AI beating AI?
AInception?
Jysin
Bronze Baronet of the Realm
- 7,122
- 5,600
Blazin
Creative Title
- 7,563
- 37,737
small conviction, SPY shares or calls. Not feeling great about calls because may want to dump in the after hours or pre
Next BTC (via IBIT) purchase getting close, want $84k
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Jysin
Bronze Baronet of the Realm
- 7,122
- 5,600
Just have to love analysts. In the premarket hype we got this gem:
08:59 NVDA Evercore ISI Institutional Equities Reiterates NVDA with Outperform, price target: $352 - Source TradeTheNews.com
08:59 NVDA Evercore ISI Institutional Equities Reiterates NVDA with Outperform, price target: $352 - Source TradeTheNews.com
Blazin
Creative Title
- 7,563
- 37,737
That mid 70s low from April would be my next purchase after 84
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Sanrith Descartes
I was forced to self-deport from the /pol thread
- 49,255
- 134,024
Interesting analysis of the AI Capital Investment Circle Jerk...
The actual Substack article if you want to go straight to the real deal.
The Algorithm That Detected a $610 Billion Fraud: How Machine Intelligence Exposed the AI Industry’s Circular Financing Scheme
On November 20, 2025, trading algorithms identified what may become the largest accounting fraud in technology history—not in months or years, but in 18 hours.
"What humans couldn't..."
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