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investors reading the fine print and finding out those dividends aren't "guaranteed"...
Those titty jiggles in black can't be scripted.
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Investing General Discussion
- Thread starter Furious
- Start date
Those titty jiggles in black can't be scripted.
Haus
I am Big Balls!
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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.
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
- 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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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.
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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Haus
I am Big Balls!
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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.Because literally everyone is sitting there likeHaus thinking this is a giant AI bubble.
But everyone also wants to ride it. Just not first.
And my stock angst today has almost nothing to do with NVDA and more to do with other investments I'm slightly rustled over.
Fucker
Log Wizard
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We’re basically firehosing money at the economy and asking why everything feels flammable
Sanrith Descartes
I was forced to self-deport from the /pol thread
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Jysin
Bronze Baronet of the Realm
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Some sage advice:
Bad news is now "good news" for stocks: As the US unemployment rate surges to 4.4%, its highest in 4 years, stock market futures are surging.
Why is this happening?
The reality is that the Fed is being forced to cut interest rates into one of the strongest stock markets of all time.
Because, even as the AI Revolution takes off and the Magnificent 7 exceeds $20 TRILLION in market cap, Americans are struggling.
The labor market is weak, affordability is at record lows, and over 60% of Americans believe we are in a recession.
This is exactly why we continue to reiterate: "own assets or be left behind."
As the Fed cuts rates to save Main Street, Wall Street will skyrocket as the Fed adds fuel to a roaring fire.
We have two economies in the US: asset owners and non-asset owners.
The US wealth gap will hit unprecedented levels.
Bad news is now "good news" for stocks: As the US unemployment rate surges to 4.4%, its highest in 4 years, stock market futures are surging.
Why is this happening?
The reality is that the Fed is being forced to cut interest rates into one of the strongest stock markets of all time.
Because, even as the AI Revolution takes off and the Magnificent 7 exceeds $20 TRILLION in market cap, Americans are struggling.
The labor market is weak, affordability is at record lows, and over 60% of Americans believe we are in a recession.
This is exactly why we continue to reiterate: "own assets or be left behind."
As the Fed cuts rates to save Main Street, Wall Street will skyrocket as the Fed adds fuel to a roaring fire.
We have two economies in the US: asset owners and non-asset owners.
The US wealth gap will hit unprecedented levels.
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Sheriff Cad
scientia potentia est
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Jysin
Bronze Baronet of the Realm
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I know
Blazin
has rightfully discussed the ramifications of such a scenario. The risk for societal upheaval rises as we continue decimating the middle and lower class while the wealthy sit blissfully unaware in their comfortable bubbles. As greedy as I would like to see my portfolio continue to run away, I think we really need to be asking the question: "at what great cost?"- 5
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Jysin
Bronze Baronet of the Realm
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Blazin
Creative Title
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I sure wouldn't be happy. A disenfranchised base is a dangerous thing, they might just rightfully so destroy your wealth with a vote and a stroke of a pen . This isn't the thread for it but wealth gaps are the stew in which communists are born. A strengthening middle class breeds free market capitalism. Inflation is theft by the wealthy from the labor class.
We should all be rooting for fiscal discipline and adherence to 2% long run inflation targets even if it causes short term pain to the capital class.
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Sheriff Cad
scientia potentia est
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I'll worry about the plebs when they start worrying about me. I can't take responsibility for society on my shoulders.I know