Investing General Discussion

Locnar

<Bronze Donator>
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investors reading the fine print and finding out those dividends aren't "guaranteed"...

Anger Rage GIF

Those titty jiggles in black can't be scripted.
 
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Locnar

<Bronze Donator>
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Is it wrong to want everything to tank like the apocalypse because I'm in gold and still VERY bitter about all the money I lost to "spacs" and margin and all the other covid19 trading hysteria ?

Or am I justified and deserve a win, FINALLY?
 

Haus

I am Big Balls!
<Gold Donor>
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I just wonder how much NVDA earnings are going to swing every other stock that's releasing earnings after them.

It feels AWFULLY .com bubbly to me right now, and I say that as someone who had stock options at the company I was with at the time go to essentially zero worth during the dotcom crash.

Watching my current company in after hours right now and it's turning into something of a schizophrenic's fever dream.
 
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Jysin

Bronze Baronet of the Realm
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NVDA Reports Q3 $1.30 (adj ex-H20) v $1.24e, Rev $57.01B v $54.7Be
- Guides Q4 Rev $65.0B +/- 2% v $60.3Be
- Guides Q4 NG gross margin 75.0% v 74.1%e
- Data Center Rev $51.2B v $49.1Be, +25% q/q, +66% y/y


- Comments: “Blackwell sales are off the charts, and cloud GPUs are sold out,” said Jensen Huang, founder and CEO of NVIDIA. “Compute demand keeps accelerating and compounding across training and inference — each growing exponentially. We’ve entered the virtuous cycle of AI. The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.” - Source TradeTheNews.com
 
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swayze22

Elite
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double beat - $57b vs. $55b exp and $1.30 eps vs. 1.25 exp.

the house of cards stays upright for now?

$51b from data centers is nuts.

EDIT: Jysin Jysin beat me to it.
 
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Blazin

Creative Title
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BTC rallying off of NVDA earnings because...well I'm not sure.

SPY and QQQ are still below the high from the 10am rally. See if it can build some momentum here. You can feel the market wants to just reflex to "Let's go up!" but just keeps lacking the energy to do so.
 
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Gravel

Mr. Poopybutthole
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BTC rallying off of NVDA earnings because...well I'm not sure.

SPY and QQQ are still below the high from the 10am rally. See if it can build some momentum here. You can feel the market wants to just reflex to "Let's go up!" but just keeps lacking the energy to do so.
Because literally everyone is sitting there like Haus Haus thinking this is a giant AI bubble.

But everyone also wants to ride it. Just not first.
 

Haus

I am Big Balls!
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Because literally everyone is sitting there like Haus Haus thinking this is a giant AI bubble.

But everyone also wants to ride it. Just not first.
I'll admit to still thinking this is awfully bubbly. Although the tempering to that thought is that unlike the dotcom era these companies do at least have real revenue streams and cash flows.

And my stock angst today has almost nothing to do with NVDA and more to do with other investments I'm slightly rustled over.
 

Haus

I am Big Balls!
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Anybody else think something like this might be why the market didn't go nuts on the NVDA double beat? I'm trying to figure out if it really matters.

 

Fucker

Log Wizard
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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?


We’re basically firehosing money at the economy and asking why everything feels flammable