Sanrith Descartes
I was forced to self-deport from the /pol thread
- 49,234
- 133,987
Investing General Discussion
- Thread starter Furious
- Start date
Jysin
Bronze Baronet of the Realm
- 7,105
- 5,566
I am out my UNH position (from $260s). Trump declaring war on health insurers and the name is relentlessly sold on pops. Happy to sit this one out for a while for the dust to settle on the Trump / insurer battle. My line in the sand was the 100D MA, which we are clearly giving up today.
Sold at the open for $315
Sold at the open for $315
- 1
- 1
- 1
Sanrith Descartes
I was forced to self-deport from the /pol thread
- 49,234
- 133,987
Jysin
Bronze Baronet of the Realm
- 7,105
- 5,566
Detail:
- Today Microsoft, NVIDIA and Anthropic announced new strategic partnerships. Anthropic is scaling its rapidly-growing Claude AI model on Microsoft Azure, powered by NVIDIA, which will broaden access to Claude and provide Azure enterprise customers with expanded model choice and new capabilities. Anthropic has committed to purchase $30 billion of Azure compute capacity and to contract additional compute capacity up to one gigawatt. For the first time, NVIDIA and Anthropic are establishing a deep technology partnership to support Anthropic’s future growth. Anthropic and NVIDIA will collaborate on design and engineering, with the goal of optimizing Anthropic models for the best possible performance, efficiency, and TCO, and optimizing future NVIDIA architectures for Anthropic workloads. Anthropic’s compute commitment will initially be up to one gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems. Microsoft and Anthropic are also expanding their existing partnership to provide broader access to Claude for businesses. Customers of Microsoft Foundry will be able to access Anthropic’s frontier Claude models including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5. This partnership will make Claude the only frontier model available on all three of the world’s most prominent cloud services. Azure customers will gain expanded choice in models and access to Claude-specific capabilities. Microsoft has also committed to continuing access for Claude across Microsoft’s Copilot family, including GitHub Copilot, Microsoft 365 Copilot, and Copilot Studio. As part of the partnership, NVIDIA and Microsoft are committing to invest up to $10 billion and up to $5 billion respectively in Anthropic. - Source TradeTheNews.com
- Today Microsoft, NVIDIA and Anthropic announced new strategic partnerships. Anthropic is scaling its rapidly-growing Claude AI model on Microsoft Azure, powered by NVIDIA, which will broaden access to Claude and provide Azure enterprise customers with expanded model choice and new capabilities. Anthropic has committed to purchase $30 billion of Azure compute capacity and to contract additional compute capacity up to one gigawatt. For the first time, NVIDIA and Anthropic are establishing a deep technology partnership to support Anthropic’s future growth. Anthropic and NVIDIA will collaborate on design and engineering, with the goal of optimizing Anthropic models for the best possible performance, efficiency, and TCO, and optimizing future NVIDIA architectures for Anthropic workloads. Anthropic’s compute commitment will initially be up to one gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems. Microsoft and Anthropic are also expanding their existing partnership to provide broader access to Claude for businesses. Customers of Microsoft Foundry will be able to access Anthropic’s frontier Claude models including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5. This partnership will make Claude the only frontier model available on all three of the world’s most prominent cloud services. Azure customers will gain expanded choice in models and access to Claude-specific capabilities. Microsoft has also committed to continuing access for Claude across Microsoft’s Copilot family, including GitHub Copilot, Microsoft 365 Copilot, and Copilot Studio. As part of the partnership, NVIDIA and Microsoft are committing to invest up to $10 billion and up to $5 billion respectively in Anthropic. - Source TradeTheNews.com
- 2
Sanrith Descartes
I was forced to self-deport from the /pol thread
- 49,234
- 133,987
Burry starting to look like he got the timing right this go round.
- 1
Sanrith Descartes
I was forced to self-deport from the /pol thread
- 49,234
- 133,987
I rarely get it right timing tops, but for once I almost nailed it with my exits of MA and HD in mid-Sept.
- 2
- 1
Gravel
Mr. Poopybutthole
- 45,040
- 161,085
I was so tempted to take out a 10-15% bond position in our retirement accounts the end of last week, but I chickened out. Oh well.
Speaking of tops though, I absolutely nailed our last living expenses sale at the all time high (whatever day that was, Oct 28?).
- 1
Sheriff Cad
scientia potentia est
- 29,763
- 68,091
I haven't been buying much this year so I'm sitting on a lot of cash that I'm going to use next year before we have to start withdrawing. I don't think I'll have to make a withdrawal until 2027, so I haven't moved anything so far. Still sitting in 100% equities. Hopefully that turns out to be smart, I dunno.
Flobee
Ahn'Qiraj Raider
- 3,011
- 3,500
If I was a betting man I'd say we're higher by the time you need to sell for next year. Midterms are coming and they're almost certainly going to stimulate going into that. I can't see how bonds end up a long term winner in the current environment.
Jysin
Bronze Baronet of the Realm
- 7,105
- 5,566
This sums it up nicely.
Current situation:
1. The US is preparing $2,000 stimulus checks
2. Japan is preparing a $110 billion stimulus package
3. China has approved a $1.4 trillion stimulus package
4. The Fed is officially ending QT on December 1st
5. The US is issuing~$1.9 trillion in treasures per year
6. Canada is restarting its Quantitative Easing program
7. Global M2 money supply is at a record $137 trillion
8. Global rate cuts are at 320+ over the last 24 months
In what world is another wave of inflation not on its way?
Current situation:
1. The US is preparing $2,000 stimulus checks
2. Japan is preparing a $110 billion stimulus package
3. China has approved a $1.4 trillion stimulus package
4. The Fed is officially ending QT on December 1st
5. The US is issuing~$1.9 trillion in treasures per year
6. Canada is restarting its Quantitative Easing program
7. Global M2 money supply is at a record $137 trillion
8. Global rate cuts are at 320+ over the last 24 months
In what world is another wave of inflation not on its way?
- 6
- 1
Sanrith Descartes
I was forced to self-deport from the /pol thread
- 49,234
- 133,987
Arden
Vyemm Raider
- 3,012
- 2,293
Blazin
Creative Title
- 7,547
- 37,684
This mornings buys IWM, SPY and META, I don't think bulls need to close above 50d on SPY today but it does need to close on the high for a proper hammer and then follow thru tomorrow and we are off the races.
Not surprisingly the weakness went right to the breaking point of losing bullish momentum. As much as I want a deeper correction, trying to position for it to again fend off the bears just like in Oct.
Was hoping we would resolve this today but looks like not, market might use NVDA earnings tomorrow as the flash needed to make a decisive move one way or the other.
Not surprisingly the weakness went right to the breaking point of losing bullish momentum. As much as I want a deeper correction, trying to position for it to again fend off the bears just like in Oct.
Was hoping we would resolve this today but looks like not, market might use NVDA earnings tomorrow as the flash needed to make a decisive move one way or the other.
- 1
Sanrith Descartes
I was forced to self-deport from the /pol thread
- 49,234
- 133,987
I almost pulled the trigger on some long positions but failed to hit the button. Its a coin flip on NVDA tomorrow, not just beating but saying all the right things. I'm going to wait to see how the coin lands.
Blazin
Creative Title
- 7,547
- 37,684
We are no where near the decline levels where I'll start doing $200k type purchases, but I am just nibbling this stuff otherwise run the risk of missing a 5% pullback opportunity in a market that has given very few since spring.
I tend to know when I strike the right balance when I don't to care what it does.
My real tension point would be 620-640 on SPY because it could be tempting to go big at that level, and then have a trout smacked across your face as it plunges to 560. There is a very real path to 560 and I just can't shake considering it even if its an outlier scenario.
I'm already pumping myself up to take the risk at a higher level because even if we get that scarier plunge the fast snapback would heal most of it other than being ticked at missing the buy.
- 2
Sanrith Descartes
I was forced to self-deport from the /pol thread
- 49,234
- 133,987
Sanrith Descartes
I was forced to self-deport from the /pol thread
- 49,234
- 133,987
