>>62332719 next step is they have to hike the prices to give the apparency of a path to profitability, but it will cause total demand destruction and wipe out their revenue. they truly are totally fucked.
>>62332720 A Jewish guy said it. Plus I think any reasonable person would say one country firing missiles directly at one of the countries it’s in a ceasefire with would say the country firing the missiles has broken the ceasefire.
>>62332718 It's nice to have a full 12 hours to compile a shortlist of stocks I can slurp for cheapies. >>62332716 Trump stopped bombing Iran for no good reason. Now he gets a second chance, maybe this time he defeats them for real? I think the new exchange of missiles is bullish, it could make Iran's surrender and the reopening of the strait happen faster.
>>62332737 Best stock market advice I ever got was to weather the storm in bad times because line literally only ever goes up due to inflation. If you never buy a company thats about to literally die and go bankrupt, and you only ever sell at a profit, you never lose money.
Ofc nobody here thinks like this and its why we're no better than reddit gambloids. Long term risk leads to higher rewards. Just never sell at a loss.
>>62332749 We have more munitions and systems in the Middle East than we did when the war started thanks to the ceasefire. Iran doesn’t stand a chance.
>>62332758 I'd agree this dump is being understated but that being a signal is a big no. Semis are too profitable rn. There could be a little more dumping left sure but there's way room to run.
>>62332708 Article is a good read. I particularly liked this section.
>History shows that civilisation scale technological transitions often generate massive overinvestment phases where infrastructure is built ahead of sustainable monetisation. Some of that infrastructure becomes foundational for future economic growth, while enormous amounts of capital are simultaneously destroyed along the way. The existence of long term transformation does not guarantee short term profitability for the participants financing the transition.
>The 1999 fibre overbuilding parallel is imperfect in its details but structurally recognisable: massive capital deployment, genuine long run utility, and a painful correction that sorts the infrastructure that found real demand from the infrastructure that did not.
>The railway parallel forces a distinction the article’s central question depends on. The investors who financed the Victorian railway network largely lost their capital. The manufacturers who shipped goods on the resulting infrastructure for the following century generated extraordinary returns from assets they did not have to finance. The shakeout and the bonanza were the same event, separated by time and position. The question for any organisation today is therefore not whether AI infrastructure will ultimately prove useful, it almost certainly will, but whether they are currently positioned as a financier of the build-out or as a future buyer of the repriced capacity it produces. Most enterprise AI programmes are funded and governed as though they are the latter while actually bearing the risks of the former. The organisations that have done the foundational work described later in this piece are building toward the buyer’s position. The ones running pilots on subsidised pricing without production deployments to show for it are financing someone else’s infrastructure whether they know it or not.
>>62332774 Iran knows Trump wants the war to end so they’ve been trying to latch Hezbollah to their ceasefire despite them not being part of the initial agreement, you know since they’re not even part of Iran and all that. It genuinely bullshit. If Trump doesn’t want to look like a cuck he’ll either authorize Israel to strike Iranian energy infrastructure or start hitting Iranian missile launchers again with US assets. If he doesn’t it’ll basically prove that Iran is holding all of the cards.
>>62332750 The problem is people need liquidity. If you have 80% of your cash tied up in stocks and suddenly you need to buy a car or a home or something else, you need the cash now and then you'll have to sell at a loss.
And sometimes you might just invest in a company that does go bankrupt. How many companies from even 50 years ago are still around today? Even some dominant businesses like RadioShack went under. Blockbuster was once king and they evaporated.
>>62332778 Unironically bullish for Apple. They said fuck it and let others finance the capex for AI, means they’ll probably be one of the better positioned companies to swoop in a buy up repriced data centers at a fraction of the cost it took to build them.
>>62332806 wrong israel started attacking villages, killing whole families and bulldozing homes along the northern border while the le ceasefire was in effect which were direct violations
>>62332800 trump definitely wants the war to end but since he's a puppet he has no choice but to keep all those ships in the vincinity so iran cant full supply hezbollah and has to protect their own shit from us bombardment and more importantly so that israel can continue their land grab campaign and ceasefire violations
>>62332827 Tens of millions of Iranians can’t even kill a few million Israeli fags! Kek these guys look like GRND shareholders. What is it with Persians fighting fags and losing? Same happened with the Greeks.
Pretty sure the drawback on Friday was just the start of something that's gonna last another week or two, though probably not with such huge losses day to day. Why? Because the big players hate normies and want to flush them out with a scare.
Though me personally I hope and think the AI fun train is coming to an end and we need to look for the next big thing.
If Trump wasn’t owned by Jews he’d just make a separate peace with Iran and then let Israel fight them alone if they so choose to. Israel doesn’t want peace because they’re Jewish.
>>62332837 >BREAKING: Trump to Fox News: >What I would suggest to Iran: You've shot your missiles, that's enough. Get back to the table and make a deal. Trump chickens out again
>>62332708 >>62332719 Retard logic [(You)rs]: I go to a hotdog stand and hand the hotdog lady $2 for the dog. Shen then gives me the dog with mustard on it. Then according to retards I have a 100% loss on the investment (-100%) in the books because I lost money without any gain. (I have not eaten the dog yet)
>>62332858 This war was supposed to have ended 3 months ago, to be followed by an ez Cuba liberation and victory parades close to the midterms. I now also think he'll somehow turn Cuba into a clusterfuck too
>>62332872 Nah Middle East adventures on the other side of the world always turn into clusterfucks, while American adventures in our backyard are always good for us. American history makes it clear: attack Cuba.
>>62332778 Where the railroad companies the most profitable companies in existence BEFORE they started laying the first track? How about Cisco. Retard logic. Literally low IQ idiot logic. Lmao you fall for such things.
>>62332872 Most likely Cuba will be a clusterfuck because Iran is still a clusterfuck since it shows any hardliners they just need to be a nuisance enough to make an easier victory moderately harder and Trump will cuck. Had the retard just continued to bomb Iran they most likely would have neutralized the majority of the missiles and drones and paved the way for the complete opening of the strait of hormussy via the US navy forcing it. Instead Trump looks like a cuck as he begs Iran to make a deal with him. Fucking unbelievable.
>>62332887 No, I got it correctly. Companies where their revenue depends on the underlying tech/infra shaking out correctly. This does not apply to Google, Meta. They earn their money with 2012-style online ads.
>President Trump on the Iran deal: >We are very close. I would say an agreement would be signed on Monday, Tuesday or Wednesday of this coming week, and now this takes place. Or Thursday, maybe Friday. Could be on Saturday or Sunday. Maybe the week after. Or a month. Or a year.
Too many desperate Mumus make me scared! Especially all the desperate "now we V up" posts last Friday. Fuck they were so desperate for a V that if my port was 100% cash I wouldn't have even bought in knowing damn well all these Mumus are stuck holding leveraged shit, maybe even options.
>BREAKING: Trump to Barak Ravid:I will call Netanyahu now and tell him not to strike Iran in response. LET'S FUCKING GO TRUMP SAVE US ON MONDAY COME ON LET'S FOOOCKING PUMP.
>>62332899 US congress will pull the rug out from under him before he reaches a deal, because the Iranians will not bow to the synagogue of satan. LMT GD RTX
>>62332872 >>62332877 >>62332880 >>62332883 You retards *still* haven't figured out how Trump operates: he never had any intention of attacking Cuba. The point of Cuba is to be a two more weeks FUD distraction from the fact that he's starting wars of aggression for his israeli masters. The point of Venezuela was to ease the energy shock from the Iran clusterfuck that he was knowingly about to start. A bloody 5+ year land war to conquer Iran for israel was always the plan.
>>62332929 >>62332931 These things take time. It took a year for the government to manufacture an excuse for invading Iraq. You would have to be extremely naive if you can't see that they're following the same script again.
>>62332931 Post nose, shlomo. You're buncunstein, aren't you?
>>62332917 As in DCA in all my investing money for 30 years, or as an aside to my normally investments? If its the first, hmm I'd be overly cautious and probably just invest in one of the big Canada banks here. If the later, fuck it, I'd yolo Anthropic
>>62332968 My mom had a briefcase phone when I was a kid. I was almost never allowed to use it because calls were so expensive. Holy fuck I'm old, anon.
>Youtube keeps trying to feed me videos about how the AI is in a bubble, no one wants AI, the AI bubble is already bursting, it doesnt work, etc Bottom signal? In no world can I imagine the average youtube click bait slop watcher actually being in tune with the market
>>62332064 >and people are mainly just basically offloading all cognitive ability to it. Look, an imbecile will use a rifle to shoot himself into the foot rather than for hunting deer he needs to feed his family. Same about mental irrelevants (your coworkers or whatever) that can't use AI correctly. They have no critical thinking and don't treat it as a tool. They don't realize if the AI leaves something unmentioned, you maybe still have to poke holes, discuss counterfactuals, etc
>>62332738 Iran's missiles are a response to Israel bombing Beirut.
And the ceasefire was never implemented. There was merely a reduction in the intensity of fire. The US and Iran have maintained their blockades and intermittently exchanged fire, while Israel and Hezbollah have been also been shooting at each other.
>>62333026 How do you make money if you dont understand charts?
Go to trade view dawt com Search for KOSPI Bring up the cart Look under the price on the right. Does it say market closed? Yes? Is the timer on the candle? No?
>deal is close announcement right before market opens >Iran firing missiles at Israel which hasn't happened since early April can't wait for the rug pull harder than anyone has ever seen before, the strait is never going back to normal and the orange retard can't do shit about it
>>62333106 Yes and chart fag doomer trannies where postulating about how it was over. Then the age of the oil baggot began. Im sensing that someone you are not true autists in here with all this memory holing.
>>62333121 >it's just fireworks, iran and israel are celebrating the biggest peace deal in the history of peace deals and i will get the nobel price of nobel price of peace with my 8D chess. trust the plan
>>62333119 God bless the Jews. Never thought I’d be saying that but I’d rather be involved in another Jewish war than let a bunch of islamists walk all over us.
>>62333167 You underestimate the vile hatred of the Jew. These are a people that will cut their own dicks if they think it will give them any sort of edge over their enemies. And the number one enemy of the Jew going back 2,000 years to Emperor Hadrian is the European people
>>62333174 I’ll be getting a big breasted and beautiful Jewish waifu for being a good goy while you fags will be castrated and placed on HRT due to antisemitism.
Only markets I can see now are the weekend IG commodities. WTI spiking with naked intervention a few hours ago.
There’s going to be a big price to be paid for all this short selling soon. Much of it naked I fear by sovereign actors who will force majeur when push comes to shove.
They’re breaking their control of international markets just to keep this charade going. That’s a big chip to waste. 70 years in the making.
>>62333195 I experienced the dotcom bubble this is nothing like it. The average person didn't even have an internet connection back then you dumb little twat
>>62333199 >>62333200 Every time there's a new society-changing technology, we get massive overinvestment and a huge financial bubble that retards falls for. I can point to nearly ten different examples. How can you "people" keep falling for the same trap over and over again? I honestly don't get it.
>>62333207 No they didn't. I hung out with hundreds of different people back then most didn't even have a computer much less the internet. The ones that did used aol dial up. Computers were a luxury item.
Tops not in until greedy SOXL bag holders eat a -60% before being able to open their brokerage accounts. Friday was -30%, they probably thought that was the bottom. One more limit down will do the trick
>>62333212 Because I'm an immortal retard who has lived for centuries who keeps falling for bubbles. I'm the same retard falling for every bubble throughout time. You caught me.
>israel already stating that they will respond forcefully to iran, and will probably target iran's oil infrastructure regardless of if they have trump's permission oil to 200+ tomorrow, hope you filled up your tanks today!
>>62333212 >I can point to nearly ten different examples Please do. Every time people bring up tech bubbles the only ones I hear about are dot-com and railway. Maybe blockchain if that even counts. I never hear anyone mention a sewing machine bubble, steam engine bubble, or transistor bubble. Which, I dont know, maybe those had them too? All I know is I never hear about them
Both. I see stomach churning massive volatility. Shit commodity investors are used to. But like go up always crowd? Danger for them. They don’t know how to ride it.
On a macro geopolitical outlook. Whats goin to happen is the. The battle now is between US Israeli plans for the greater Israel project. The US knows it can advance the Iran front. Now Iran is saying. No no. We know it’s all one war. We see the end to that expansion and aggression. Or you don’t even begin talks. Never mind an agreement. So this is cards on the table time.
The US has to meaningfully give up its gulf front in the hegemonic plan to stave off the economic reckoning. And if it does that. Its plan to surround and choke off Russia and China are DOA which were supposed to be strategically sequenced.
So it’s the highest stakes now. It’s not about Hormuz. It’s not about Ukraine. It’s not about straits if Malacca.
If Iran force their demands here. The whole “project for a new American century”. The Zionist led plan for solidifying American supremacy in the next century. Is DEAD.
These are the stakes. And the other side are coordinating. Chaotic things can happen any time now.
>>62333232 >1790s britain, canals are the new freight tech of the industrial revolution >flotations peak around 1793, many schemes never finished, never pay out >1840s britain, railway mania, the archetype >hundreds of companies floated, thousands of miles approved, shares soar then collapse >the track stays useful, the investors are ruined >same shape as the canals >1880s, practical electric light and telegraphy arrive, booms in electrical and utility shares >edison and a crowd of imitators, plenty of overvalued ventures quietly fail >the pattern holds again >1890s britain, safety bicycle plus pneumatic tire creates a genuine craze >dunlop-linked cycle shares spike in 1896, crash 1897-98 wipes out the gains >still holding >1900s usa, hundreds of car companies founded on huge enthusiasm >the vast majority fail or get absorbed, brutal consolidation >1920s usa, radio and electrification drive the boom, RCA the iconic hot stock >october 1929 ends it >1960s usa, anything with "-tronics" in the name commands a premium regardless of fundamentals >deflates in the 1962 break >1980 onwards, genentech's IPO opens the genetic-engineering boom, hype reliably outruns the science >1995-2000 usa, the other archetype: internet firms, huge valuations, no profit >nasdaq quintuples, peaks march 2000, gives most of it back >1998-2001, the matching fiber-optic overbuild, traffic was going to grow without limit >worldcom and global crossing collapse, dark fiber left unused in the ground >2006-2011, clean energy wave, largely unwinds, solyndra the emblematic failure >2013-2014, 3d-printing stocks rip on desktop-manufacturing hopes, then fall >2013/2017/2021, several crypto cycles, ICOs then NFTs and DeFi, capped by FTX in 2022 >2020-2021, SPACs float speculative EV startups, many collapse, nikola the notorious case >2021-2022, the metaverse wave, deflates fast as nobody shows up
>>62333259 What was the mechanical loom/cotton gin/high pressure steam engine bubble? What about the smartphone bubble, that one should be easy. It was the most recent big tech before AI.
>>62333294 How does any of that relate to hyperscales? Can you not add 1 and 1 together? What does Google care if AI fails? Will Google likely go under from that? Is it like one of these railroad companies?
>>62333294 many of these things you posted had no real momentum ever. the metaverse wave? nobody I knew bought into this besides zuckerberg. did not know a single person irl who even heard of it. ai is everywhere and every single entity in existence is buying in.
Watch Asia. That’s where the biggest bubbles are. That’s where the greatest credit and bond risk is. That’s who’s most vulnerable in the very short term to an incredible energy shock.
>>62333311 >>62333316 Cope. OpenAI and all the other pure AI companies are insolvent. Other tech comoanies lime Google that have alternative revenue sources will survive, but will be badly wounded. Some like Oracle might go under.
if you didn't buy MUU at 30 dollars with at least 50k in capital in september 2025 and sell at 1000 you will be part of the permanent underclass now that the market is crashing and AI is taking all the jobs.
don't think oil goes much higher regardless of what happens
it was either going to spike and drop to the 70s, or stay around 100 which it has done
the damage done to the economies will reduce demand stopping it going much higher.... they may have fudged the markets to hide the cost short term, but the implications are the same
Bobos are the fucking dumbest people alive. Loo at them gloating over two red days.
I tried to tell you retards to buy the dip, but you won't. I literally tried to help you. Bear markets don't start during record breaking periods of earnings.
To whoever recommended this book: I'm enjoying it but can't shake the feeling that this is all overly exaggerated. Reminds me of "Catch me if you can" which turned out to be mostly fabrications. I'm liking the story but feel a bit pissed about giving money to the author.
>This happens right as I started moving my cash back into index funds >I sold at the bottom when Trump threatened to blow up Iran's oil and Iran threatened to blow up everyone desalination plants lmao, I am terrible at this. Whatever, going to just ride it out this time and keep DCAing forever, I dont care anymore
>>62333405 I'm buying a few more Morgans and Peace dollars if it drops down sub-$65 this week, I haven't bought physical in a while and I'm feeling like it's long overdue.
>>62333403 Go look in a mirror with the lights off, put a black dildo (at least 8 inches) all the way in your ass, spin 3 times, then yell "i love tranny cock". Then tomorrow's opening price will appear to you in the mirror.
>>62333377 >dxy up big time >rates up >crude oil slightly up but not the end of the world >futures are red, but just the -0.x% kind of red >cryptoscams pumping the taco is forming? hapl
>>62333416 I agree as well.And then maybe time for more physical, but i'm debating selling my whole stack and buying a house instead, in the meantime, bitcoin does seem to have a bit of a technical reversal happening.So I longed that instead of silver, which will probably get a good reversal in the morning as well.
>>62333402 I can't believe I actually sold a (local) top for once. Decided to get out of physical silver because lo and behold, when it was mooning, none of the local shops were buying and online dealers bumped their minimums way above what I was even holding. That was on May 13 and it's only gone down from there.
Jews and trump can't crack Iran because their using the decentralized leadership play book. Iran was ready in case the Centralized leadership was cracked. Media doesn't want to say/admit that Iran is fucking over the kikes. They don't want to reveal how effective decentralized warfare as to not inspire the goyim worldwide.