/smg/ - stock market general

an entry appears edition

出现了一个条目/版本

>Educational sites:

>教育网站：

https://www.investopedia.com

>Financial TV Streams:

>财经电视直播流：

https://www.newslive.com/american/cnbc.html

https://www.livestreamy.net/bloomberg/

>Charts:

https://www.tradingview.com

https://www.finscreener.com

https://www.portfoliovisualizer.com

>Screeners:

https://finviz.com/

https://etfdb.com/

>Gambling:

https://www.optionsplaybook.com/options-introduction/

https://www.optionsprofitcalculator.com

https://optionstrat.com/

https://www.optionistics.com/quotes/option-prices

>Pre-Market and Live data:

>盘前和实时数据：

https://www.investing.com/indices/indices-futures

https://finance.yahoo.com/

>Calendars:

https://www.marketwatch.com/economy-politics/calendar

https://www.earningswhispers.com/calendar

https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html

https://www.mortgagenewsdaily.com/data/building-permits

>Best Investing:

>最佳投资：

https://www.bogleheads.org/wiki/Getting_started

https://finance.yahoo.com/quote/VTI/

>Misc:

https://www.financialjuice.com/home

https://finance.yahoo.com/trending-tickers

https://market24hclock.com/

https://www.dividendchannel.com/drip-returns-calculator

https://brokerchooser.com/

https://www.chathamfinancial.com/technology/us-market-rates

Previously on /smg/

/smg/ 往期内容

>>62533737

图片: https://i.4cdn.org/biz/1785299807658892.png

Is this your first rodeo?

你这是第一次搞这个吗？

图片: https://i.4cdn.org/biz/1785299886020307.jpg

>>62534335

nope. I've been 50% cash for almost a month but I went to like 75% cash today.

不。我差不多有一个月全是50%现金仓位了，但今天我去加了杠杆，大概到75%现金仓位。

>bought DRAM at 81

>在81买入了DRAM

图片: https://i.4cdn.org/biz/1785299965747572.jpg

>>62534330

It's okay anon in our darkest hour a hero will save us

没事的，匿名者，在最黑暗的时刻，会有英雄来拯救我们

图片: https://i.4cdn.org/biz/1785299981282828.png

32% of koreans have been liquidate

32%的韩国人被爆仓清算了

图片: https://i.4cdn.org/biz/1785299983159645.png

>want to keep slurping semis

>还想继续猛吸半导体的红利

>if I do I won't have anything left to slurp the post earnings dump

>如果我这么做了， earnings dump（财报后的暴跌）时我就没什么可吸的了

I wish I were wealthier

真希望我更有钱

>>62534342

Literally how many can be liquidated. What's the stopping point

到底还能爆多少人？止损点在哪

>>62534342

why hasnt the government halted the market and pumped a couple billion into it to save their people

政府为什么不停市并注入几十亿来拯救他们的国民

图片: https://i.4cdn.org/biz/1785300111293141.jpg

>KOSPI down another 11% today

>韩国综合股价指数今天又跌了11%

Good god...

天哪……

图片: https://i.4cdn.org/biz/1785300126784006.jpg

>>62534342

Hmm... more

嗯……更多

图片: https://i.4cdn.org/biz/1785300142647646.png

>>62534346

Gooks only look out for themselves, much like jews

韩国人只顾自己，跟犹太人一样

>retail is dumping/being liquidated

>散户正在抛售/被清算

>korean banks/institutions are buying the 'dip'

>韩国银行/机构在抄底

lol

图片: https://i.4cdn.org/biz/1785300170149427.png

>>62534345

300% after everyone gets liquidated and then reloads and gets liquidated again and reloads and gets liquidated again

等所有人都爆仓、补仓、再爆仓、再补仓、再爆仓之后，指数会上涨300%

everyone knows the rule is 3 strikes you are out and at that point I think they go off into the woods and kill themselves for dishonoring their ancestors

大家都知道规则是三振出局，到了那一步，我觉得他们就会躲进树林里自杀，以谢祖先

I'm down 500% on soxl. Is it time to buy?

我在SOXL上亏了500%。现在是买入时机吗？

I'm coming home, I'm coming back down tonight

我要回家了，今晚我就回来

https://youtu.be/UbYQErtM9Zk?si=8KSovIEu2Je_iwO6

图片: https://i.4cdn.org/biz/1785300239990331.gif

>>62534346

What if I told you they already did that?

如果我告诉你他们早就这么干了呢？

图片: https://i.4cdn.org/biz/1785300261960815.jpg

This may get really bad.

这可能会变得很糟。

图片: https://i.4cdn.org/biz/1785300281208454.png

>>62534348

I KNEW it was you nips behind this. Stop it!!!!

我就知道是你们这群日本人搞的鬼。住手！！！

>>62534355

Yeah this is the bottom. I think 5000 is the bottom and the chinks won't let it drop lower, besides, earnings are going to be huge.

没错，这就是底部。我觉得5000就是底了，支那佬们也不会让它跌破这个位置，再说了，财报会非常亮眼。

图片: https://i.4cdn.org/biz/1785300305428098.jpg

>>62534345

>>62534349

So 6 million?

所以是600万人？

all gains since april, gone

四月以来的所有收益，都没了

图片: https://i.4cdn.org/biz/1785300344347474.png

>>62534355

How can you be down 500%

你怎么会亏500%

>>62534360

That full English looks absolutely delightful

那段完整的英文看起来真是绝妙

图片: https://i.4cdn.org/biz/1785300387636415.png

>>62534364

图片: https://i.4cdn.org/biz/1785300437282925.jpg

>>62534365

He means it cut into his gains. Not even going to say 'likely'.

他的意思是利润被侵蚀了。连“可能”都懒得说。

>>62534364

MY GOD IT'S THE FUCKING LOST QUARTER

how will they ever recover?

他们怎么恢复过来？

>>62534365

It's 3x leverage dumbass. He was down 166% but he multiplied it by 3

这是3倍杠杆的白痴。他本来亏了166%，但他把它放大了3倍

We are fucked, we are in a bear market now. Nothing looks good, and we are in for some pain. Burry was correct and he is having fun merry-go round shorting all the hyped bullshit. Every AI chart looks like the bubble chart, I don’t know tho.

我们要完蛋了，现在是熊市。前景一片黯淡，我们将面临痛苦。Burry是对的，他现在正乐在其中地做空那些炒上天的垃圾。每个AI图表看起来都像泡沫图，不过我也不确定。

>>62534358

add a couple more zeros to their online bank, its all digital play money anyways and just full port it again

在网上银行的数字里再加几个零，反正都是电子游戏货币，直接满仓干进去

图片: https://i.4cdn.org/biz/1785300512383028.png

>>62534364

Oversolded

>>62534374

Anon spy ended neutral yesterday this is not a bear market just a rotation. If they decide to hike rates tho we are fucked.

匿名者昨天间谍评级还是中性的，这根本不是熊市，只是板块轮动。不过如果他们决定加息，我们就完了。

>>62534374

burry is carried by kospi nothing else

Burry全靠韩国综合股价指数撑着，没别的

>>62534374

he's wrong though

但他错了

>the bubble chart

>泡沫图

it's explicitly not a bubble

这明显不是泡沫

Bears literally cannot explain earnings projected to rise to historical highs for the next 2 years while screaming bubble

看空者完全无法解释：未来两年盈利预计将升至历史高位，而他们却还在尖叫着“泡沫”

Bears cannot explain companies like apple rising a trillion bucks on -nothing- or tesla existing at all

看空者解释不了苹果涨了一万亿美元这种“啥也没有”的情况，也解释不了特斯拉凭什么存在

TA isn't real

技术分析不是真的。

Earnings are

盈利是

图片: https://i.4cdn.org/biz/1785300663095433.png

>>62534379

图片: https://i.4cdn.org/biz/1785300677665397.png

OOOOOOOHHHHHHHHHH

图片: https://i.4cdn.org/biz/1785300709659436.jpg

>>62534371

the the nasdaq dropped 30 fucking % in two days I would be so fucking anti semetic.

要是纳斯达克在两天内暴跌30%，我他妈早就反犹了。

the entire fucking index unleveraged dropped 30 fucking % in two days. any leverage at all and you were cooked.

整个指数不加杠杆都在两天内暴跌了30%，只要加了一丁点杠杆你就完了。

most of the faggots here full port SOXL and would be down 90% in two days.

这里大多数傻逼都把仓位全押在SOXL上了，两天内就要亏掉90%。

>how will they ever recover

>他们怎么恢复？

they wont. KOSPI wont hit 9000+ for years and years and years. you have to DCA bags for the next 6 years to get break even and then sell right before the next bullrun then you can fomo the top again

恢复不了。KOSPI几年都别想突破9000点。你得定投被套牢的仓位六年才能回本，然后在下一轮牛市前卖出，这样你才能再次FOMO追高。

So is it bullish when your customer seeks a $250 bullion backstop from you for items they're purchasing from you?

所以，当你的客户要求他们从你这儿购买的商品提供250美元的贵金属保底时，这算是看涨信号吗？

>>62534384

图片: https://i.4cdn.org/biz/1785300756810135.png

it's fucking sad I'm checking the korean 4chinz to see what it's like over there. they're posting at 50 posts per minute.

真他妈惨，我在看韩国4chinz看看那边啥情况，帖子速度是每分钟50条。

Some guy just typed 엄마 (mom) and nothing else

有个家伙只打了“엄마”（妈）一个字，再没别的

>>62534386

billion*

>>62534364

Is this kind of tapered volume normal for big dumps?

这种缩量的放量暴跌正常吗？

Are they all just paralyzed right now?

他们现在都被吓傻了吗？

图片: https://i.4cdn.org/biz/1785300866836647.png

>>62534381

Apple is valuable thanks to its management. Apple is the only tech giant who didn't buy into the AI mania. Guess why?

苹果值钱是因为它的管理层。苹果是唯一没卷入AI狂热的科技巨头。猜猜为什么？

WHY ARE KOREAN HANDS MADE OUT OF PAPER MACHE, STOP FUCKING SELLING

>5260 floor confirmed

>5260支撑位确认

Yes I will proceed to devour this dip now,thank you.

好的，我现在就准备接这个飞刀，谢谢。

图片: https://i.4cdn.org/biz/1785300925146469.png

>>62534395

Probably because they keep hitting double circuit breakers

大概是因为他们不断触发双重熔断机制

>>62534390

>>62534390

>Some guy just typed 엄마 (mom) and nothing else

>有个家伙只打了“엄마”（妈）一个字，再没别的

bearish

>>62534390

>Some guy just typed 엄마 (mom)

>有个家伙只打了“엄마”（妈）

Holy shit, link it.

卧槽，帖链接。

>People say korean stock is crashing

>有人说韩国股市崩了

>Zoom out farther than 3 months

>把时间线拉长到3个月以上看

what

>>62534399

They're getting margin called retard

他们正被追保追得跟痴呆一样

>>62534399

they can't a lot of them were taking out bank loans to full port into leveraged ETFs and some were using margin

很多人根本还不上钱，他们为了把仓位全押在杠杆ETF上甚至去银行贷了款，还有些人用了融资融券

they are getting forced liquidated or selling at any price to pay off the debt they took

他们正在被强制平仓，或者以任何价格抛售来偿还借贷

>>62534390

What? Korean biz?

什么？韩国商业？

图片: https://i.4cdn.org/biz/1785301067516654.jpg

>>62534384

why are you posting this, the kospi is still getting gapped to hell

你发这个干嘛，KOSPI还在跳空暴跌地狱模式

图片: https://i.4cdn.org/biz/1785301074902517.jpg

(无正文)

图片: https://i.4cdn.org/biz/1785301082146043.jpg

>>62534390

Link?

>>62534413

Baggie cope

弱者自我安慰

>>62534396

>its management is 4.5 trillion worthy

>它的管理层值4.5万亿

It's okay to admit you have no clue why it's up, but don't try to sell me these fake phrases that would be published in the NYT by jews trying to explain the fake shit they do in the market.

承认自己不知道它为什么涨是可以的，但别跟我扯那些犹太人会在《纽约时报》发表的假话，去解释他们在市场上搞的那些虚假玩意儿。

图片: https://i.4cdn.org/biz/1785301129422260.jpg

>>62534402

Thinking about it, it’s probably because kospi got expensive.

想想看，大概是因为KOSPI太贵了。

So it pushed the volume down to only those who could afford it, or afford microshares,

所以成交量被压缩到只有付得起钱的人，或者买得起微额份额的人才能交易，

>>62534395

institutions are buying

机构在买

Retail is selling

散户在卖

Lol

>>62534419

Kek generational slurping opportunity here

凯凯，这可是跨代际的吸血机会

图片: https://i.4cdn.org/biz/1785301246056364.png

>>62534390

tell them I have 100k left and will have another 100k by early 2028 and will come to korean to fuck all their women as revenge.

告诉他们我还剩10万，到2028年初还会有10万，到时候我会去韩国，作为报复，把她们所有女人都睡了。

aite I'm off for the day I limit myself to 18 hours of shitposting per day.

好了，我今天下线了，我每天把自己限制在发18小时烂帖。

some of you guys are alright. don't get tricked into buying anything tomorrow. shit we might even end tomorrow green but they are going to do another niggershakedown as soon as retail "buys the dip"

你们有些人还挺不错的。明天别被骗着买任何东西。我们甚至可能以红盘收场，但一旦散户“抄底”，他们马上就会搞另一轮种族掠夺。

>largest oil refinery on the planet has been actively burning for days after being blown up

>地球上最大的炼油厂在被炸毁后已持续燃烧数日

>it will take years to repair

>修复需要数年

>they have you distracted with koreans and memory sticks

>他们用韩国人和U盘的事儿分散你的注意力

图片: https://i.4cdn.org/biz/1785301279067724.png

mumu...friend...don't you think that's enough

木木……朋友……你不觉得这样已经够了吗

图片: https://i.4cdn.org/biz/1785301293582025.png

>>62534419

Yet it's still going down, institutions are losing too

但市场还是在跌，机构也在亏钱

>>62534426

First time? At 40% down a korean bank with trillions of won can just buy and hodl for 20 years and be richer than God at the end of it

第一次？跌到40%的时候，拥有数万亿韩元的韩国银行完全可以买入并持有20年，结束时他们将成为比上帝还富有的人

It's the margin called retards who will go broke, ironically the banks are making money in every direction- loans, margin and in the long run from the stocks simply going back up in 2027.

破产的是那些被追加保证金通知逼疯的弱智，讽刺的是，银行在所有方向上都赚翻了——贷款、保证金业务，以及长远来看，从2027年股价重新回升中获利。

Only retail loses and retail loses by selling too late.

只有散户在亏钱，而散户亏钱是因为卖得太晚。

>>62534374

I need a bigger straw to slurp it all up

我需要一根更粗的吸管才能把这些全吸走

>>62534417

AI is the fake jewish shit right now, OpenAI makes no money, it's a junk company with more debt than most countries in the world. At least Apple won't fail with Tim Cook running away with billions like (((Altman))) will surely do. You tell me where you would put your money in tech, and here we go you get the stock price.

AI 现在是那种假的犹太鬼话，OpenAI 不赚钱，它是个垃圾公司，债务比世界上大多数国家都多。至少苹果不会倒闭，因为有蒂姆·库克在卷走数十亿，而 (((阿尔特曼))) 肯定也会这么做。你告诉我你会把钱投在科技股的哪个位置，然后我就给你展示股价。

>>62534422

I appreciate you bringing us the news the “news” won’t bring us. cheers and g’night anon.

感谢你为我们带来“新闻”不会报道的新闻。干杯，晚安匿名者。

All that happened... Is that we won't be able to just subsidize rising RAM/NAND/GPU prices anymore. Crap.

所有这一切……意味着我们再也无法仅仅通过补贴来抵消内存/NAND/GPU 价格的上涨了。该死。

>>62534390

I was on that earlier today and it was by far the funniest shit I have seen on a board in a decade. Much funnier than I thought it would be. They used to be sooo fucking cocky, they get what they fucking deserve. Overleveraged pissants. I wonder how bad (or funny) the Euro zone will be when they crash too

我今天早些时候看过那个帖子，那是我这十年来在论坛上见过的最搞笑的屎。比我想象的还要好笑。他们以前真是他妈的太嚣张了，活该。杠杆拉满的蛆虫。我想知道欧元区崩溃时情况会多么（或多好笑）

>Oil goes down 15% on hopes of talks

>油价因会谈希望下跌15%

>strait(s) still closed

>海峡（们）仍然关闭

>war starts back up again with Iran attacking the US and Saudi Arabia attacking Iraq

>战争重新开始，伊朗攻击美国，沙特阿拉伯攻击伊拉克

>oil up 4%

>油价上涨4%

It's all so tiresome.

这一切都让人疲惫不堪。

图片: https://i.4cdn.org/biz/1785301552433141.jpg

>sndk dropping harder than a triple leveraged ETF

>闪迪跌幅比三倍杠杆ETF还猛

what the fuck

搞什么鬼

this is such a lesson on buying stocks without leverage

这真是一堂关于不加杠杆买股的课

>>62534436

>Euro zone

>欧元区

LMAO we actually create valuable stuff

笑死，我们确实创造了有价值的东西

>>62534425

The scorpion stings because it's his nature to do so

蝎子蛰人是因为它的本性如此

The mumu slurps for the same reason

木木们吮吸也是出于同样的原因

>>62534431

But they haven't bought at the 40% crash mark, they've been buying every gap down, also waiting 20 years to make profit is TERRIBLE

但他们没有在跌40%的崩盘点买入，他们是在每次跳空下跌时都在买入，而且等待20年才能获利简直是TMD糟糕透顶

>SKHY missed

>SKHY 失期

Are you chippies selling your bags yet or are you waiting for it to go to 0?

你们这些支那人是在抛售你们的仓位，还是在等它跌到0？

>>62534446

LMAO you have no energy and have to fight Russia in some orchestrated scheme to keep banks from failing. What is wartime economy, Alex? Sure, the US is going to be hit hard too, but not nearly as bad as you pathetic bastards in the EU. You can put that in your pipe and smoke it.

笑死，你既没精力又要卷入某种精心策划的scheme中跟俄罗斯打仗，只为保住银行不倒闭。战争经济是怎么回事，Alex？没错，美国也会受到重创，但绝对没有你们这些可怜的欧盟混蛋那么惨。把这个塞进你的烟斗里抽吧。

>>62534444

It was hugely overpriced based entirely on not manufacturing HDDs. Those who didn't enter and held SNDQ this week, however, are in for it.

它的定价完全基于不制造HDD这一事实，严重高估。然而，这周没有入场并持有 SNDQ 的人将吃到苦头。

>>62534449

Which estimate was missed?

哪个预期被错过了？

>>62534431

the prices were all fake pumped up on dubious buying pressure from retail that levered in margin and then levered again in 3x single stock etfs

价格完全是被散户通过可疑的买盘虚假推高的，这些散户先用杠杆买保证金，然后又用3倍单只股票ETF再加杠杆

>>62534454

*SK HYNIX 2Q SALES 79.32T WON, EST. 83.85T WON

*SK HYNIX 2Q NET 93.82T WON, EST. 54.32T WON

*SK HYNIX 2Q OPERATING PROFIT MISSES ESTIMATES

*SK HYNIX 2Q OPER PROFIT 60.54T WON, EST. 64.22T WON

>>62534453

You should take a look at your oil reserves, they are running them low too. They don't care about you. That oil goes to the highest bidder

你应该看看你们的石油储备，也快要见底了。他们才不在乎你，那些油只会卖给出价最高的人。

>>62534456

SK HYMEN STATUS: TORN

>>62534399

They are overleveraged degenerates. Getting their just desserts.

他们就是高杠杆的赌徒，终于得到应有的报应了。

>>62534456

OK, I'll give it to you. Investor expectations, not their own estimates. NEXT

行，我认输。是投资者的预期，不是他们自己的预估。下一个话题。

>>62534456

net profit was massive and guidance was good

净利润巨大，前景指引也不错。

it was green before kospi started gigadumping

在KOSPI开始暴跌之前，行情本来就是绿色的（涨的）。

skhy will be up 20% tomorrow

SK海力士明天涨20%。

David Soxl charges a small fee just so you can lose money quickly? What's up with this guy?

David Soxl收点费就为了让你快速亏钱？这人是咋回事？

>>62534365

>>62534370

>>62534373

I was up 1000% now I'm down to being up 500%

我之前赚1000%，现在只剩500%了。

>>62534441

The market is being directly manipulated, during thin trading hours of the early morning when there's usually 100-150 contracts there's constantly someone selling 5,000 oil contracts at LOWER prices, couple that with algorithms and oil goes down, this is Scott Bussyent at work

市场被直接操纵了。在早盘流动性稀薄的交易时段，平时通常只有100-150张合约，却 constantly 有人以更低的价格抛售5000张原油期货合约。再加上算法交易的作用，油价就跌了，这就是Scott Bussyent在搞鬼。

Xiaomi bros, we are so BACK!

小米兄弟们，我们彻底回归了！

>>62534448

it's a bank, dude. The 100 year old bank will outlast the 30yo retail gambler, easily.

老兄，那是家银行。百年老店轻松碾压30岁的散户赌徒。

>>62534445

i wouldn't want to hodl for no reason if i can make losses for tax purposes and buy back at better price later

如果我能为了抵税制造亏损，之后再以更好的价格买回来，我就不想无意义地持仓了。

>>62534453

We already crashed in 2008 and have since existed in a fallen state. The pain threshold is a lot higher, its not like America where everyone talks tough but has a melty over 3.5% inflation or ten soldiers dead in the Gulf kek.

我们在2008年已经崩盘过一次了，此后一直处于衰退状态。我们的疼痛阈值高得多，不像美国那样人人嘴硬，但通胀超过3.5%或者海湾阵亡十个士兵就会心态崩溃 kek。

>>62534454

>It was hugely overpriced based entirely on not manufacturing HDDs. Those who didn't enter and held SNDQ this week, however, are in for it.

>它的定价完全基于不制造硬盘，高得离谱。然而，本周没入场并持有SNDQ的人，这下要惨了。

Extremely strange post

极其奇怪的帖子。

11 billion profits

110亿利润。

40 eps

每股收益40块。

>>62534456

ai sissies, not like this

AI那些软蛋，根本不是这么玩的。

>>62534456

This was like a hour ago right?

这帖子不就是一个小时前发的吗？

Lol, did they just report earning during a circuit breaker?

哈哈，他们是在熔断期间报盈利的吗？

>>62534476

you will get a wash sale if you buy back too soon though...

不过如果你买回得太快，会触发洗售规则……

>>62534471

Surely there's a high cost to doing something like this. If you sell the contracts, you need to deliver the oil no?

做这种事肯定成本很高。如果你卖掉合约，难道不需要交割石油吗？

>>62534449

GOOG hit all earnings and dumped.

GOOG财报符合预期但还是跌了。

MU hit all earnings and dumped.

MU财报符合预期但还是跌了。

MSFT is next.

下一个是MSFT。

>>62534484

They are with the US SPR

他们和美国战略石油储备（SPR）是一伙的。

Oh shit we are dumping again negros

糟了，我们又在抛售了，黑鬼们。

>>62534444

SNDK dumps hard and then runs up 49% in 2 weeks.

SNDK暴跌，然后在两周内反弹49%。

It is extremely easy to just look up

抬头看看真他妈简单。

>nand projected vs. actual price jumps

> NAND 预测价格与实际价格涨幅

And realize SNDK is going to blow out earnings even harder.

然后意识到SNDK的财报将会炸裂得更加离谱。

图片: https://i.4cdn.org/biz/1785302304011574.png

>>62534457

QQ we have a ginormous untapped amount of both sweet and sour oil, with enough refineries to cut off all export and just sit on it indefinitely. Whatever bumfuck country you're from cannot retain self sufficiency, it cannot say the same as the US. That's a promise.

QQ，我们有海量未被开采的甜油和酸油，还有足够的炼油厂可以把所有出口切断，无限期囤积。无论你们来自哪个破国家，都无法做到自给自足，而美国可以。我保证。

>>62534485

I sold my msft yesterday but mu and goog were both overbought. Msft will pump on good earnings.

我昨天卖了MSFT，但MU和GOOG都超买了。MSFT会借着好财报大涨。

>>62534491

Absolutely bearish. The top is in.

绝对看空。顶部已经出现了。

>>62534477

All that is smoke and mirrors, D&C shit. At the end of the day the US will recover much faster than what is coming for Asia and the EU.

那都是障眼法，纯扯淡。归根结底，美国会比亚洲和欧盟更快从危机中恢复。

>NAND flash contract prices surged by 70% to 75% quarter-over-quarter in Q2 2026, outpacing DRAM price increases for the first time in the current cycle. This aggressive inflation was driven by massive enterprise SSD demand from generative AI deployments and severe capacity reallocations by major manufacturers.

>2026年第二季度，NAND闪存合约价格环比飙升70%至75%，这是在本轮周期中首次超过DRAM的涨幅。这种激进的价格上涨是由生成式AI部署带来巨大的企业级SSD需求，以及各大制造商严重的产能重新分配所驱动的。

Oh and there's this too

哦还有这个

>Sandisk operates as a pure-play, standalone public company focused entirely on NAND flash memory and solid-state storage solutions. Because of this core business model, 100% of Sandisk's total revenue and income is derived directly from NAND flash technology and its associated products.

>闪迪（SanDisk）作为一家纯正的、独立的上市公司，完全专注于NAND闪存和固态存储解决方案。由于这一核心商业模式，闪迪100%的总收入和利润都直接来自于NAND闪存技术及其相关产品。

It is a very easy call that if Sandisk made about 6 billion jews last quarter, and NAND is only up 70% the 2nd quarter and 40% up this quarter, earnings will be 10-11 billion and 38-40 eps, instead of the analysts saying 8.46 billion and 33 EPS.

这很容易算：如果闪迪上个季度赚了大约60亿，而NAND价格第二季度涨了70%，这个季度又涨了40%，那么利润将达到100-110亿，EPS在38-40左右，而不是分析师说的84.6亿和33 EPS。

>>62534483

different tax jurisdiction. i however would reset the timer we have for lower gains tax if you have held a stock for long enough

不同的税收司法管辖区。不过，如果你持有一只股票足够长时间，我倒是建议重置一下低资本利得税的计时器。

>>62534485

MSFT is gonna moon tomorrow. Probably to around 430. Screen cap this post you retarded poor niggers

MSFT明天要飞上天了。大概会到430左右。截图这个帖子，你们这帮傻逼穷鬼

>>62534485

the market is spooked by rape hikes

市场被加息吓到了

If no hikes, market will likely rebound.

如果不加息，市场很可能会反弹。

>>62534483

Look man the smart thing would have been selling the LETFs 2 weeks ago on the 10th, then buying back in on thursday.

哥们，聪明点的做法是两周前的10号卖出LETFs，然后周四再买回来。

>>62534492

it's just the msft fag, he has a queer fascination with msft.

他就是个MSFT基佬，他对MSFT有着一种变态的痴迷。

>>62534498

MSFT and AMZN will get hit by the high capex meme

MSFT和AMZN会受到高资本支出梗的影响

>>62534498

>lower capex = it dumps

>资本支出降低 = 暴跌

>higher capex = it dumps

>资本支出增加 = 暴跌

theres literally no winning

根本没法赢

图片: https://i.4cdn.org/biz/1785302788222989.jpg

>>62534499

Warsh is a fucking cuck who tries to imitate Volcker but unlike Volcker, Warsh can't do jack shit to back up his words. Doomed if he hikes and damned if he doesn't.

沃什是个他妈的软蛋，试图模仿沃尔克，但与沃尔克不同，沃什根本没有任何实际行动来支撑他的言论。加息就是死，不加息也是死。

>>62534507

Chinese women eating my ears

中国女人吃我耳朵

图片: https://i.4cdn.org/biz/1785302961505527.jpg

>>62534501

>it's just the msft fag, he has a queer fascination with msft.

>他就是个MSFT基佬，他对MSFT有着一种变态的痴迷。

wtf dude

兄弟你在搞什么

图片: https://i.4cdn.org/biz/1785302970204130.png

How can I stop my addiction to cheese variety platters? Every week I order several world cheese variety platters from this place and eat it all in an evening which is costing me a load but also giving me diarrhea which is interfering with work

我该怎么戒掉对奶酪拼盘的沉迷？每周我都从这家店订好几个世界奶酪拼盘，一个晚上全吃完，这不仅花了我一大笔钱，还让我拉肚子，严重影响了工作

>>62534515

i need you to continue posting these pictures in 8 hours so i can goon while losing money

我需要你在8小时内继续发这些图片，这样我就能一边亏钱一边高潮了

图片: https://i.4cdn.org/biz/1785303038930626.jpg

Almost every single website I check still has listed MU as a strong buy and the few that don't still have it as a hold. Yet MU is falling off a cliff. Are these websites that give buy ratings paid off or something?

我查过的几乎所有网站仍然把MU列为强烈买入，少数几个没列买入的也列为持有。然而MU却像跳崖一样暴跌。这些给出买入评级的网站是不是被收买了？

>>62534499

>>62534508

its so fucking over

彻底完了，真他妈完了

图片: https://i.4cdn.org/biz/1785303069887136.png

>>62534436

>>62534453

bro we cant crash we're already a joke, gooks have a good run prior to this

兄弟我们崩盘也没用了，我们已经是个笑话了，之前韩国人已经赚了一波

>>62534518

Cheese is the color of fools gold

奶酪是愚人金的颜色

图片: https://i.4cdn.org/biz/1785303149683139.png

>>62534524

But that would crash everything

但这会引发一切崩盘

图片: https://i.4cdn.org/biz/1785303253652007.jpg

>>62534496

so what you are saying is buy more snxx and get rich?

所以你的意思是加仓SNXX然后发财？

>stock violently crashes in the span of a couple days

>股票在几天内剧烈暴跌

meh whatever

呵呵随便吧

>stock makes great steady gains over the course of 6 months

>股票在6个月内稳步上涨

NOOOOOOOOO NOT POSSIBLE NORMIES PROFITING AND DABBING ON LE INTELLIGENT INVESTOR YOU CAN ONLY MAKE 20% A YEAR MAX

>>62534530

idk

But shit moves like a shticoin and no rate hikes tomorrow it'll probably reclaim 1100, then a pump to 1550 before earnings? after earnings? No one knows.

但shit的走势就像Shticoin，如果明天不加息，它可能会 reclaim 1100，然后在财报前或财报后 pump 到1550？没人知道。

>>62534524

>shows powell's pic

>展示鲍威尔的照片

Lol

Get warshed

去洗个头吧

>>62534523

Analysts don't mean anything, they can put out "MU 10,000". The revaluations sometimes give it a bounce or a dump but people have tobuy the stock for it to go up.

分析师毫无意义，他们随便发个“MU涨到10,000”。重估有时候会让它跳涨或暴跌，但股价上涨必须有人真金白银地买入。

>>62534530

yeah sndk is gonna pump 10% after crashing another 30% this week

是的，SNDK这周在再跌30%之后又要暴涨10%了

图片: https://i.4cdn.org/biz/1785303485631532.gif

>>62534523

Ratings and analysts are completely cooked.

评级和分析师彻底完蛋了。

They repealed a crap ton of rules regarding conflicting interests.

他们废除了一大堆关于利益冲突的规定。

If the SpaceX IPO target estimates didn’t tip you off then I don’t know what to tell you.

如果SpaceX IPO的目标估值没让你反应过来，那我真不知道该怎么说了。

what happened to the sneedisk anon hope lad is ok

那个SNDK匿名仔去哪了？希望那位老哥没事

>>62534530

>>62534534

Who here is even retarded or brave enough to buy snxx right now

现在谁还脑子有病或者够胆量去买SNXX啊

Maybe I should buy as well

也许我也该买点

>>62534528

Holy shit you even got the hoodie and laptop right. I'm literally eating myself out of house and home, anon,but thanks for the chuckle

卧槽，你连卫衣和笔记本电脑都还原对了。我 literally 饿着肚子在家啃自己（自嘲穷），匿名仔，但谢了，逗我笑了

https://en.yna.co.kr/view/AEN20260729003600320

>government 'stabilizing' the market

>政府正在“稳定”市场

>market has fallen more or less to the support level it held in march, which is presumably where leverage and margin is much lower

>市场跌幅大致回到了三月持有的支撑位，预计那里的杠杆和保证金水平低得多

>korean institutions are buying again

>韩国机构又在买了

>Sk hynix 41% earnings gain or some shit

>SK海力士 earnings 增长41% 或者之类的鬼东西

I can't be crazy for thinking the rich are buying the bottom of the support while koreans are liquidated, for another runup.

我不会疯到以为富人正在支撑位底部抄底，而韩国人正在被清算，准备另一波上涨。

>>62534540

POST THE FUCKING SUICIDE HOTLINE RIGHT FUCKING NOW

>>62534545

Good, fuck those chinks

好极了，去死吧支那猪

>>62534541

>SNdk at 2400

All in

>SNdk at 1036

Fuck that shit nigga

去你的，黑鬼

>>62534518

It's not an addiction. Cheese is one of the best foods you could possibly eat. Order more.

这不是成瘾。奶酪是你所能吃的最佳食物之一。多订点。

>>62534327

콥시, V를 배치하세요

>>62534461

It's deserts, mutt.

那是甜点，蠢货。

>>62534534

we getting rich frfr

我们真的会发财，不骗你

>>62534537

buy high sell low

高位买入低位卖出

>>62534541

gotta take risk to make money and there are two other anons bagholding it already we might as well join in

赚钱就得冒风险，而且已经有两个匿名仔在扛仓了，我们不如加入他们

>>62534540

he is ok he posted early today

他没事，他今天早上发帖了

>>62534542

I bought some vintage cheddar and rosemary crackers and a bottle of Sauvignon blanc I opened 4 days ago.... Yep, life is good. Gonna devour this shit when I get home.

我买了一些陈年切达奶酪、迷迭香饼干和一瓶四天前开封的长相思……嗯，生活真美好。回家我就要大快朵颐了。

>>62534532

>NOOOOOOOOO NOT POSSIBLE NORMIES PROFITING AND DABBING ON LE INTELLIGENT INVESTOR YOU CAN ONLY MAKE 20% A YEAR MAX

The thing about /biz/ is that it's become a Tomb full of baggies and boggleheads. Chainlink, XRP, VTI, VOO. And the worst of all are the /pmg/ faggots, who aren't concerned with profits in the future but merely of 'stacking' at a loss, forever.

/biz/ 的问题在于，它已经变成了一个装满囤积癖和蠢货的坟墓。Link币、XRP、VTI、VOO。最糟糕的是 /pmg/ 的那帮家伙，他们不关心未来的利润，只关心永远亏本地“囤积”。

You get so much seethe and pushback from trying to make money on the money board, because it's full of people who are offended by the greed. This is why /biz/ is hurting from the dump, if it was young and hungry we'd all have bought in april 2025.

在财经版块想赚钱会招致大量的嫉妒和抵制，因为这里全是被贪婪冒犯的人。这就是为什么 /biz/ 在市场暴跌时受伤，如果这里都是年轻又饥饿的人，我们早在2025年4月就买入了。

>>62534545

Looks like it's starting to rise again. Would make sense to let everything fall down and once deleveraging is done to start buying up bigly. We shall see. The evaluations on the KOSPI makes the whole index extremely cheap to buy and while retail is a big part of the market it may not reach ATH anytime soon due to lack of leverage, but it shouldn't really stay this low.

看起来又开始涨了。让一切跌下去，等去杠杆完成后开始大幅买入是合理的。我们走着瞧。韩国综合指数（KOSPI）的估值使得整个指数买入极其便宜，虽然散户是市场的重要组成部分，但由于缺乏杠杆，可能短期内不会触及历史新高，但它确实不该长期维持在这么低的水平。

>>62534558

im ready

我准备好了

图片: https://i.4cdn.org/biz/1785303872143729.png

>>62534557

pmiggers disgust me, but valuetoids enrage me.

那些PM移民让我作呕，但价值投资者让我暴怒。

>>62534558

>Looks like it's starting to rise again.

>看起来又开始涨了。

closing shorts

平仓空头

>>62534545

This

>>62534559

Is there an edit where apu is naked

有没有阿普裸体的版本

>>62534554

>Look it up

>自己查去

>He's right

>他说得对

You win this time eurocuck...

这次你赢了，欧洲废物...

Cant wait to manually update all my DCF's when the rate hike hits all my WACC discount values are going to get heemed, should have used excel instead of google sheets for my port

迫不及待想手动更新我所有的DCF模型了，等加息一来，我WACC贴现率都要被干爆了，早知道用Excel而不是Google Sheets做投资组合了

어머니, 죄송해요. 사랑해요.

Place your bets here how much will MU be down tomorrow? I'm guessing 4.3%

来赌赌看明天MU要跌多少？我猜是4.3%

How many Korean committed suicide tonight?

今晚有多少韩国人自杀了？

>>62534569

>>62534552

we love you dont do it, we need our dear /smg/iggers more then ever

我们爱你，别这么干，我们比任何时候都更需要亲爱的 /smg/iggers

图片: https://i.4cdn.org/biz/1785304242296703.jpg

>>62534558

Jesus

They really forced total capitulation, then bought the picobottom.

他们真逼出了全面投降，然后在微底买入了。

I am too afraid of a resumed dump to buy low so I guess I'll suck cocks on the sidelines or something.

我太怕继续砸盘而不敢低吸，那我只能在场边口交或者干点别的啥了。

图片: https://i.4cdn.org/biz/1785304249583813.png

>>62534570

green

Smart enough to buy way early and dumb enough to not sell after a 10x

聪明到早就买入，又蠢到涨了10倍还不卖

Hold? Buy? Cry?

持有？买入？还是哭？

图片: https://i.4cdn.org/biz/1785304280185145.jpg

>>62534571

Not enough

还不够

>>62534577

lol are you gonna wait for it to go back to 1200

笑死，你要等它涨回1200吗

>>62534577

I see it returning to ATH by this time next year.

我预测明年这个时候它会回到历史新高。

>>62534565

here you go smigga

给你，smigga

图片: https://i.4cdn.org/biz/1785304390935795.png

>>62534575

There's often times more dumping right around close. I'm just avoiding kospi hours for now.

收盘前后经常有更多抛售。我现在尽量避开韩国股市交易时间。

>>62534571

It bothers me they seem to be completely fine, oblivious to the fact that their entire economy is collapsing. Watch them stream, happier than US somehow.

让他们看起来完全没事这点让我很烦，完全没意识到他们整个经济都在崩溃。看着他们直播，居然比美国还开心。

I hope the Federal Reserve does a three basis points increase for interest rates soon

希望美联储最近能把利率提高三个基点

We sure do need it

我们确实很需要它

>>62534589

What streams are you watching?

你在看什么直播？

>>62534569

Always remember: Man make the money, money don't make the man

永远记住：人创造财富，财富不创造人

>>62534589

there is this korean streamer who streams herself trading bitcoin and she has lost everything more than once by leveraging her plays

有个韩国女主播直播自己交易比特币，因为加杠杆操作，她已经无数次亏光所有钱

i don't think they care that much anymore

我觉得他们现在没那么在意了

>>62534593

So it's a boss man jack situation where simps bankroll her btc gamba kek

所以这就是个大佬养金主爸爸，舔狗们掏钱供她玩币博傻的场面，kek

Do you have pics?

你有照片吗？

>>62534591

Any stream at all. I watched someone over their shoulder streaming them through tiktok.

任何直播都行。我通过TikTok看别人偷拍某人的直播。

>>62534593

I believe I've seen said streamer before. Clips of a crying Korean female trader on a red candle get circulated everywhere.

我记得我见过那个主播。每当出现大阴线，那个哭泣的韩国女交易员的视频片段就会到处传播。

>>62534583

I’ll sell at 1000 at this point, roll it into SPY. Like I made a really good bet back in 2021 and didn’t buy in triple figures like everyone else, but these Korean Terrorists are stressing me out. May sell for just 800% profit, I’m tired of Mr Micron

我就在1000块卖出，然后转投SPY。就像我2021年押注很准，没像其他人那样在三位数价格买入一样。但这些韩国恐怖分子搞得我很紧张。可能哪怕只赚800%我也得卖，我受够了美光这老小子

>MSFT, GOOG, VRT, ARM, QCOM and LAM report tomorrow

>MSFT, GOOG, VRT, ARM, QCOM和LAM明天财报

The dump will continue until morale improves.

抛售会一直持续，直到士气回升。

>>62534589

There are countries where the stock market not related to the everyday economics. I'm Hungarian can experience it first hand.

有些国家的股市和日常生活经济没啥关系。我是匈牙利人，切身经历过。

I glad I've bought BUX index even when I see the increasing homeless around me.

很高兴我买了BUX指数，尽管我看到身边的流浪汉越来越多。

图片: https://i.4cdn.org/biz/1785304836972223.png

>>62532690

>>62532794

I've been swinging UUUU for a year now, selling above 20 and buying in the teens, now it just keeps going down.

我交易UUUU已经一年了，20以上卖，十几块买，现在它就一直跌。

>>62532832

Sure but I made gains on last year's hype and I thought I'm buying back in so low now but again it just keeps falling.

当然，我去年蹭上了热度赚了钱，想着现在买回来很低，但它又一直跌。

图片: https://i.4cdn.org/biz/1785304846137930.jpg

>>62534602

>Clips of a crying Korean female trader on a red candle get circulated everywhere.

>每当出现大阴线，那个哭泣的韩国女交易员的视频片段就会到处传播。

Hot and built for it.

又热又辣，正合我意。

>>62534609

goog?

>>62534616

Oops, meant META.

哎呀，打错了，是META。

>>62534598

https://youtu.be/I1Sd07uxUYI

she has a bunch of clips of her losing money circulating

她有很多亏钱视频片段在流传

How many hours until cut?

还有多久才降息？

图片: https://i.4cdn.org/biz/1785305120706113.jpg

>>62534609

of them all I pick ARM it's gonna moon buy ARMG now

这么多里面我选ARM，它要飞向月球，现在买入ARMG

>>62534620

Oh, they better announce they're all suspending AI spending, most of us missed the window for short ETFs. Who cares about them? We just want money. They're not going to pay our mortgages out of the kindness of their hearts.

哦，他们最好宣布暂停所有AI支出，我们大部分人都错过了做空ETF的窗口。管他们呢，我们只想要钱，他们可不会大发善心替我们还房贷。

>>62534621

Kek this is such a trip wtf is that background noise

哈哈哈这太扯了，这背景噪音到底是什么鬼东西

fuck is it really over

Fuck，真的结束了吗

hold me smiggers

抱抱我们这些韭菜

should've invested in burly, sweaty, hairy and GREEK construction services anon

当初真该投那个魁梧、汗流浃背、毛茸茸的希腊建筑服务公司 anon

图片: https://i.4cdn.org/biz/1785305531426979.jpg

>>62534631

No this is a textbook shakeout someone was probably hired to do it I've seen the exact same price action on other assets

不，这是教科书式的洗盘，有人雇人干的吧，我在其他资产上见过完全一样的价格走势

Can someone give me a quick rundown of what's happening? Why is KOSPI causing a massive increase in fan-related deaths in worst korea? And what's happening with tech? What are the odds that this is the big AI bubble burst finally happening? I'm just sitting on gold and silver and waiting. Maybe will slurp some PLTR and SPCX.

谁能快速给我科普一下发生了什么？为什么KOSPI会导致韩国最惨地区粉丝相关死亡人数激增？科技股那边怎么了？这次终于发生AI大泡沫破裂的概率有多大？我就坐着等，手里拿着金银。也许我会买点PLTR和SPCX。

图片: https://i.4cdn.org/biz/1785305609338434.gif

>>62534621

I can fix her.

我能修好她。

>>62534631

It'll be okay fren

没事的兄弟

You'll make more money

你会赚更多钱的

>>62534631

Didn't copy that. Over.

没听清。完毕。

>>62534631

Last couple threads had a lot of bobo spam, I´m guessing bottom is near desu.

最后几个帖子有很多bobos刷屏，我猜到底部不远了 desu。

>>62534638

hynix missed earnings

海力士财报不及预期

china entered the chat

中国进场了

ai capex bubble unraveling

AI资本支出泡沫正在瓦解

>>62534638

nothing is happening

什么都没发生

nothing ever happens

从来就没发生过什么事

im off crying myself to bed, dont let anyone know, im allowed to be gay like that for my wallet.

我要去哭着上床睡觉了，别告诉任何人，为了我的钱包我可以这么矫情。

图片: https://i.4cdn.org/biz/1785306083560606.jpg

>>62534342

I don't think that means 32% of them have been liquidated but rather 32% of the leverage has been liquidated. It could very well be

我不认为这意味着32%的仓位被清算了，而是32%的杠杆被清算了。这也很有可能

>3% of 10m koreans got liquidated weeks back

>几周前就有3%的1000万韩国人被清算了

>9.7m remain

>还剩下970万

>1 guy owned 32% of the leverage

>其中1个人占了32%的杠杆

>9,699,999 remain all who have the remaining 68% of the leverage

>还剩下9,699,999人，他们都拥有剩余68%的杠杆

>>62534652

hope you break even and even make some extra, wishing you the best

希望你回本甚至还能赚点外快，祝你好运

附件: https://i.4cdn.org/biz/1785306166060907.webm

>>62534557

Boggleniggers are annoying because when you're talking about individual stocks that rugged like 10% there will always be a guy that says

Boggleniggers很烦人，当你讨论某些个股跌了10%左右时，总有人跳出来说

>Uhm akchually SPY is only -0.4%

>呃，其实SPY只跌了0.4%

>>62534652

there's a better than 50% chance the market goes neon green tomorrow

明天市场反弹变绿的可能性超过50%

>>62534653

>>1 guy owned 32% of the leverage

>>1个人占了32%的杠杆

imagine being this guy

想象一下做这种人

I have been a bobo since December 2024 and have waited to see the market crash but i dont like how sad it has made the smiggers, mr market give them one green or even week to break even and sell and allow them to reap the rewards from the coming crash dip

我从2024年12月就开始当bobos了，等着看市场崩盘，但我不喜欢这让smiggers（散户）有多伤心，让市场先生给他们一天甚至一周的时间回本并卖出，让他们在接下来的暴跌抄底中收割回报吧

图片: https://i.4cdn.org/biz/1785306385997370.png

>>62534656

>People with pattern recognition are annoying

>有模式识别能力的人很烦人

(无正文)

图片: https://i.4cdn.org/biz/1785306495448072.png

Nikkei looked a lot stronger today in its descending.

日经指数今天下行走势看起来强很多。

Pretty gradual as opposed to freefall pump jagged edges.

走势比较平缓，而不是自由落体式的大幅震荡锯齿边。

Probably a bigly (actually) green day tomorrow.

明天大概率是个大大的（实际上是）绿色交易日。

图片: https://i.4cdn.org/biz/1785306501797300.jpg

>>62534425

we cant control him we just harness him im sorry

我们控制不了他，我们只是利用他，对不起

图片: https://i.4cdn.org/biz/1785306501867952.png

>>62534659

>have waited to see the market crash but i dont like how sad it has made the smiggers

>等着看市场崩盘，但我不喜欢这让smiggers（散户）有多伤心

What fucking crash? The S&P is with a couple percent of its ATHs.

什么他妈的崩盘？S&P离历史最高点只差百分之几而已。

>>62534656

Yeah when stupid niggers like you say we're in a bear market I'm gonna point out spy performance kek

是啊，当像你这样的智障说要进入熊市时，我就要指出SPY的表现来嘲讽一下 kek

>>62534659

Theres always going to be anons caught in the crossfire. Thats just how the great wheel turns, honey.

总anon会倒在交叉火力中，这就是大轮盘转动的规律，亲爱的。

图片: https://i.4cdn.org/biz/1785306658476544.jpg

>>62534659

How are you still alive we are currently battling your great great grandbobos

你还活着咋回事，我们正在跟你太爷爷辈的 Bobo 打架呢

图片: https://i.4cdn.org/biz/1785306662698578.jpg

>>62534659

mumu spent all weekend mocking me for shorting memory and longing oil

mumu 整个周末都在嘲笑我做空内存和做多石油

it’s not red enough

颜色不够红

>>62534667

Bobina blanca...

博比纳·布兰卡...

>>62534659

Just one giga pump, SOXL to $200 by eow. I don't care anymore about SOXL $300 I just want enough to bail out happy and not think about this shit anymore. I have other important matters to attend to. Probably throw 10% of the port on VIX calls or SOXS shares and go do the stuff I need to do. REEEEEEE I JUST WANT OUT, I DON'T WANT TO WAIT ANY MORE TIME I JUST OUT NOW AAAAAAAAAAA!!!!!

就给我一个巨量拉升，SOXL 本周内涨到 200 刀。我都不管 SOXL 是不是到 300 刀了，我只想要足够的利润套现走人，再也不用想这破事儿了。我有其他重要的事要忙。估计会把投资组合的 10% 用来买 VIX 看涨期权或者卖空 SOXS，然后去干我需要干的事。REEEEEEE 我就想退出，我不想再等了，现在就撤 AAAAAAAAAAA!!!!!

附件: https://i.4cdn.org/biz/1785306795876870.mp4

Kioxia rugged again kek. Literally every day is -15%.

Kioxia 又惨了 kek。简直天天跌 15%。

>>62534673

Japan had an earthquake the other day

前几天日本发生了地震

>>62534668

i was a bobo in my longs wasn't just shorting things, 80% in gold miners and gold in December 2024 which turned out absolutely brilliant with barrick gold going up 200% in the 2025, the rest off the stuff i bought was just value plays like archer Daniel midlands Petro bras OXY danos shipping games workshop greggs ect all stuff with little to no AI exposure only started actually shorting recently

我以前做多头的时候也是个 Bobo，不只是做空，2024年12月我80%的仓位在黄金矿企和黄金上，结果简直完美，巴里克黄金在2025年涨了200%，剩下的仓位都是些价值股，比如ADM、巴西石油、OXY、达诺斯航运、游戏工坊、Greggs 等等，这些都跟 AI 没啥关系，我只是最近才开始真正做空

>>62534631

图片: https://i.4cdn.org/biz/1785307016238185.png

>>62534672

Sell it all. Today.

全卖了。就今天。

图片: https://i.4cdn.org/biz/1785307033388015.jpg

>>62534673

>-40% in the past week

>过去一周跌了40%以上

jesus christ

我的天呐

>receiving sexy, manly, sweaty and hairy 10% dividend per share?

>每股能收到性感、阳刚、充满汗水和毛发的10%股息？

What's stopping (you)?

什么在阻止（你）？

图片: https://i.4cdn.org/biz/1785307050103906.jpg

>>62534682

>that vol

>那波动率

no thanks

这是什么？OP又不见了？

>>62534672

>CO0M id

You gooned too close to the sun now must suffer the consequences

你离太阳太近，现在必须承担后果

>>62534609

>>62534613

Why does the market think everything is shit EXCEPT apple. Like who is making these calls.

为啥市场觉得除了苹果啥都烂。到底是谁在做这些判断。

>>62534676

图片: https://i.4cdn.org/biz/1785307241473301.jpg

>>62534627

very strange post

很奇怪的帖子

图片: https://i.4cdn.org/biz/1785307323415856.png

I only see one easy way for my portfolio to be saved

我只看到一种能让我的投资组合得救的简单方法

>Trump comes out announcing full withdrawl from Iran

>特朗普宣布全面撤出伊朗

>Warsh comes out announcing a rate cut of 50 bps

>鲍威尔宣布降息50个基点

>semi's announce 500% beat on eps

>半导体股宣布每股收益超预期500%

>hyperscalers announce they are done building but now need contracts for decades to come for constant updating of semi/memory products thereby cementing these semi/memory earnings are for the long haul (stability not necessarily growing)

>超大规模云厂商宣布不再扩建，但需要签署未来几十年的合同，持续更新半导体和内存产品，从而锁定这些半导体/内存收益的长期稳定性（不一定是增长）

And then I can just close all my semi positions the next day.

然后我第二天就能平掉所有半导体仓位。

>>62534667

My poor waifu ;_;

我可怜的老婆 ;_;

This reminds me, I still need to get the courage and try asking out the wagie girl. She unironically looks like pic related, yes the boobs are in fact that big and plump on a non-fat frame. I've never had a gf before but she was unusually friendly the first time we talked, I think I blew my chance.

这让我想起，我还得鼓起勇气去约那个打工妹。她跟附件里那张图简直一模一样，没错，她的胸确实又大又圆，而且是在不胖的身材上。我从来没交过女朋友，但第一次跟她聊天时她异常友好，我觉得我把机会搞砸了。

图片: https://i.4cdn.org/biz/1785307345653131.png

>futures

图片: https://i.4cdn.org/biz/1785307371746206.jpg

>>62534656

it is doe?

是doe（呆萌/可爱）吗？

>CXMT (ChangXin Memory Technologies) does not make NAND flash memory; it focuses exclusively on DRAM, where it holds about 8% of the global market. The Chinese memory manufacturer in the NAND market is YMTC (Yangtze Memory Technologies), which holds roughly 11% to 13% of the global NAND flash market.

>长鑫存储（CXMT）不生产NAND闪存；它专注于DRAM，在全球市场约占8%。中国的内存制造商中，NAND市场是长江存储（YMTC），在全球NAND闪存市场占据大约11%到13%的份额。

The most insane shit is sandisk getting raped the hardest, harder than MU, when Sandisk literally does not make anything but NAND, and the chinese company doesn't many any NAND.

最离谱的是闪迪被锤得最惨，比美光还惨，尽管闪迪根本不生产其他东西只做NAND，而中国的公司也没怎么生产NAND。

It's like

就像

No one knows what the fuck they're even buying

根本没人知道他们他妈的到底在买啥

>sliding demand

>需求下滑

And this was because of a news story published by a guy who just lies and shit. Nand is up 70% in price in the second quarter, meaning SNDK's earnings would be up 70%. It's the least intelligent selloff I've ever seen.

这都是因为一个满嘴跑火车的渣滓发的新闻。NAND 第二季度价格涨了 70%，意味着圣迪斯的利润也会涨 70%。这是我见过最蠢的抛售。

图片: https://i.4cdn.org/biz/1785307464670047.png

What the FUCK is going with Nvidia and those credit default swaps??? Are we really heading into another GFC like 2008?

英伟达和那些信用违约互换到底在搞什么鬼？？？我们真的要重蹈 2008 年那种全球金融危机的覆辙吗？

>>62534638

>silver retard

>白银脑残

>buying pltr and spcx

>买入 PLTR 和 SPCX

>"AI bubble burst" fucking wants to buy SPCX

>“AI 泡沫破裂了” 妈的我真想买 SPCX

This shit

就是这帮傻逼

This shit right here is why we are nearing the bottom

正是这堆玩意儿，说明我们快到底部了

You can't tell me with a straight face that low info tards who don't even understand what is happening calling it a bubble and that it's bursting isn't the bottom

你摸着良心说说，这些根本不懂状况的低智粉还在瞎叫喊什么泡沫要爆，这还不叫底部？

This guy doesn't even understand what the fuck he wants to buy.

这哥们根本不知道自己想要买啥。

>>62534689

If it is meant to be, there is no reason to fear.

若是注定发生，便无需恐惧。

If it was never going to happen, then there was nothing that could've been done.

若是注定不发生，那做什么都没用。

Go forth, Anon and fear not.

出发吧，匿名用户，别怕。

图片: https://i.4cdn.org/biz/1785307657950912.jpg

>>62534659

Yes please

请继续

But I probably won't sell and will then be mad about that too

但我可能不会卖出，然后为此再郁闷一把

>>62534662

If you trade purely on TA it looks like Korea is capitulating, and the japanese and americans want a pump

如果你纯看技术分析，韩国已经投降了，而日本人和美国人想要拉盘

>kioxia

What the fug

什么鬼

This is down like 63%

这玩意儿跌了大概 63%

>>62534693

Yes but YMTC is arriving.

对，但 YMTC 要来了。

>>62534696

I fully understand what I want to buy. But I want to buy lower. PLTR paid my student loans off in the past, but the valuation went out of control. And bubbles don't burst overnight, they tend to be long draw downs. And I probably wont touch SPCX this year, I want to wait for all the share lockups to end.

我完全清楚自己想买啥。但我想低价买。PLTR 以前帮我还清了学贷，但估值已经失控了。而且泡沫不是一夜之间破裂的，往往是漫长的阴跌。我这可能都不碰 SPCX 了，我想等所有股票解禁结束再说。

>>62534673

After all the earnings at least it makes more sense, literally everyone dumped Kioxia. Bain and hynix each with around 15% dumping at the top so I bet more investors are probably selling now because the expectation is for the price to lower more. Some will probably buy in later in the summer

财报出来后再看就合理多了， literally 所有人都抛售铠侠。贝恩和海力士在高位各自抛售了约 15% 的筹码，我猜现在更多投资者在卖，因为预期价格会进一步下跌。有些人大概会在夏天晚些时候抄底。

>>62534683

>60% eps growth in construction

>60% 的每股收益增长（注：原文 construction 疑为 typo，结合语境应为 earnings 或类似财务指标，但按字面翻译或语境修正）

You'll feel like a man again anon

anon 你会重新找回男人的感觉

图片: https://i.4cdn.org/biz/1785308138630034.jpg

>>62534670

Oil is going to 0 btw

顺便说下，油价要归零

>>62534687

Fuckin japanese earthquakes

该死的日本地震

Seeing all these bug names is triggering my racism, please be more considerate.

看到这么多 Bug 名字让我种族主义发作，请稍微注意点。

>>62534625

why ARM bro?

为什么是 ARM 啊兄弟？

>>62534704

>Yes but YMTC is arriving.

>对，但 YMTC 要来了。

>If you were searching for the Chinese memory chipmaker Yangtze Memory Technologies Corp., it is a privately held state-backed company

>如果你正在搜索中国存储芯片制造商长江存储科技有限公司（YMTC），这是一家私有的、有国家Backing 的公司

YMTC will quite literally never be legal in the US because it is directly owned by the Chinese government and military. And they ALREADY make 12% of global nand and cannot increase that capacity easily, otherwise they already would have.

YMTC 在美国是绝对违法的，因为它直接由中国政府和军方拥有。而且它们已经占据了全球 12% 的 NAND 市场，无法轻易扩大产能，否则它们早就这么干了。

>>62534705

SPCX is literally an AI company, genius, you're a "got lucky putting student loans into PLTR and claims he rode it from 6 to 600" kind of guy, which is dubious.

SPCX literally 是一家 AI 公司，天才，你就是那种“运气好靠 PLTR 还了学贷，还声称自己从 6 块炒到 600 块”的幸运儿，这说法本身就站不住脚。

>bubbles don't burst

>泡沫不会破裂

>le pltr

>PLTR 来了

PLTR doesn't make any fucking money

PLTR 根本没赚一分钱

It's like 120 P/E

市盈率都到 120 了

You're calling 5 P/E micron a bubble

你居然说 micron 5 倍的市盈率是泡沫

Because you have no clue what you're talking about, and neither do the retards currently panic selling.

因为你根本什么都不懂，现在恐慌抛售的那些脑残也一样。

You got two related earnings pointing out the same thing happening from two different angles:

你看到了两条相关的财报消息，分别从不同角度指出了同一件事：

KLAC's margins are plateauing because of Skhynix and Micron pivoting away from HBM spend and back toward regular dram.

由于SK海力士和美光减少了对HBM的投入，转回传统DRAM，KLAC的利润率正在趋于平缓。

KLA Corp sells quality control tools that validate the more complex to make HBM. Ram guys are buying less.

KLA Corp销售的是质量控制工具，用于验证更复杂的HBM制造，现在买这类设备的内存厂商少了。

Skhynix may have missed revenue but they made a ton of money on regular old dram. Lower input costs and way better margins. There margins beat expectations on this.

SK海力士可能在收入上没达到预期，但他们在传统DRAM上赚得盆满钵满。输入成本更低，利润率更好。他们的利润率远超预期。

Put these together and you see growth for the big AI nvidia/amd super scaler systems is plateauing. The growth narrative is under attack. By volume skhynix was the hbm leader they're more exposed to this than mu was a couple weeks ago when they had their earnings. There is strong demand but it's more in inference or traditional datacenter servers, less the giant gpu cluster systems. And analysts are reacting to that and obviously there's a lot of dump fucking everything momentum already so news like this is getting viewed in the worst light.

把这些结合起来看，英伟达/AMD那些大型AI超级扩展系统的增长已经见顶。增长叙事正受到冲击。就出货量而言，SK海力士曾是HBM的领头羊，所以它比几周前美光发财报时更暴露在这个风险中。需求依然强劲，但更多是在推理侧或传统数据中心服务器上，而不是那些巨型GPU集群系统。分析师们对此做出反应，而且显然市场已经处于疯狂抛售的情绪中，所以这类消息被解读得极其悲观。

>>62534697

Thanks, idk how I'm going to do this though

谢谢，虽然我不知道自己接下来该怎么办

>>62534703

>kioxia

Looked it up, 40.28% down in just 5 days!?

查了一下，居然才5天就跌了40.28%！？

>>62534540

He is retarded because he didn't take profit and will now hold until he is -50%.

他就是个蠢货，因为没及时止盈，现在要一直拿着直到亏掉50%。

Thoughts on buying Sneeddisk (unleveraged) around these levels?

大家觉得在这个价位附近买入Sneeddisk（无杠杆）怎么样？

>>62534695

everyone is looking for a million different ways to discredit ai there's nothing more to it

每个人都在找各种各样的方式来贬低AI，其实没那么复杂

>>62534721

>There is strong demand but it's more in inference or traditional datacenter servers

>需求依然强劲，但更多是在推理侧或传统数据中心服务器上

So what stocks do this stuff?

那具体是哪些股票在做这些事？

>>62534703

I speak nip and right around a month ago I started to get a bunch of recommended videos, in Japanese, of their like youtube traders all talking about kioxia going to the moon.

我讲日语，大概一个月前我开始收到一堆推荐视频，都是日语的，YouTube上的交易员们都在聊铠侠要一飞冲天。

Should've seen it as a top signal.

本来应该把这当作见顶信号的。

why is Europe green

为什么欧洲股市是绿的

why are US futures green

为什么美股期货是绿的

we only have bad news

我们这里只有坏消息

图片: https://i.4cdn.org/biz/1785308594321511.jpg

>Gorillionaire roped

>亿万富翁被套牢

>Sneedisk anon roped

>Sneeddisk匿名者被套牢

Its over.

完了。

>>62534659

shut up faggot the bull run resumes. Check em

闭嘴吧傻逼，牛市恢复。查一下

>>62534719

P/E for PLTR is a fuck load lower at 120-130 that it was at 200. I'm aware SPCX valuation is tied to xAI. I don't give a rat fuck about micron specifically, I'm more interested in total liquidity in the AI sphere. Physical chip companies starting to bottom out is a pretty good indicator of overall demand destruction, but as long as only some of them are getting hit it's not really a downturn, it's more instability. I'm really curious to see what happens if/when NVDA gets hammered. PLTR is kind of in a special spot because their product actually turns AI from a hallucinating black box to something usable.

PLTR的市盈率从200降到现在的120-130，低多了。我知道SPCX的估值和xAI挂钩。我对美光本身并不在乎，我更关心的是AI领域的整体流动性。实体芯片公司开始触底是个很好的指标，表明整体需求正在萎缩，但只要只是部分公司受影响，那就算不上熊市，更多是不稳定。我真的很想知道如果/当英伟达被砸盘时会发生什么。PLTR有点特殊，因为他们的产品确实能把AI从那种会胡言乱语的黑盒变成可用的东西。

>>62534733

>London saved us

>伦敦救了我们

>the market is rigged to make London look like the hero to save us from kospi rugging

>市场被操控了，为了让伦敦看起来像拯救我们免受KOSPI背刺的英雄

why do they like London so much. is it the big clocks they're after?

他们为什么这么喜欢伦敦。他们图的是那些大钟吗？

>>62534719

>SPCX is literally an AI company

>SPCX literally是一家AI公司

Most of SPCX profits come from Starlink

SPCX的大部分利润来自星链

They'd actually be pretty profitable if they cut out AI spending.

如果他们砍掉AI支出，实际上会非常盈利。

>>62534740

The eternal anglo and the KOSPI Korps are having a shadow proxy war right now

永恒的盎格鲁撒克逊人和韩国股市军团现在正在打影子代理战争

>>62534734

lol, fuck grrr and all those jeet kike companies

呵呵，去死吧grrr和那帮杰特犹太佬公司

图片: https://i.4cdn.org/biz/1785308925687680.jpg

I don't see anything worth buying other than XOM and CVX, maybe GTE and PBR to gamble.

我觉得除了XOM和CVX，没什么值得买的东西，可能GTE和PBR可以用来赌一把。

I'll continue to miss out on tech scams. I'm up 38% ytd anyway and I never cry in the casino.

我就继续错过这些科技骗局吧。反正我年初至今涨了38%，而且在赌场里我从不掉眼泪。

I'm going to short KODK everytime it touches 10 and make a couple space earnings bets and start buying SPXL leaps around Yom Kippur.

我要每次KODK碰到10块就做空，再做个太空股 earnings 赌注，然后在赎罪日开始买SPXL的远期期权。

I have 50k cash and 15k in the market atm

我现在有5万现金，1.5万在市场里

>>62534733

What are the bad news in Europe? Some forest fires?

欧洲有什么坏消息？是森林大火吗？

>>62534735

KEKKKKKKK enjoy losing your portfolio baggie

KEKKKKKKK 看着你亏掉你的持仓吧

>>62534670

Bulls are fat children will 4 digit portfolios (now probably 2 digit) no one cares

多头就是那些长着四位数字（现在估计是两位数字）投资组合的肥宅，没人 care

>>62534751

>>62534755

This is more like it. This thread has had a surprising lack of bobos compared to the last one.

这才对嘛。跟上一条帖子相比，这个帖子里的“波波族”明显少得令人惊讶。

Also fuck your mother bitch or something

还有，去你妈的你个婊子之类的

>>62534731

All of the traditional cloud hardware guys. MSFT, AMZN, GOOGL.

所有传统的云硬件巨头。MSFT, AMZN, GOOGL。

You can see it in google kind of in microcosm because they pushed up their capex, their stock price got slapped a bit in the face for it, but look at what they're buying. They split their TPU architecture into training (HBM) and inference (DRAM) so they can strategically purchase less of the more expensive thing when they don't really need the extra bandwidth for inference.

你在谷歌身上能看到这种微观缩影，因为他们提高了资本支出，股价因此挨了一记耳光，但看看他们在买什么。他们把TPU架构拆分为训练（HBM）和推理（DRAM），这样可以在确实不需要额外带宽进行推理时，策略性地少买更昂贵的那部分。

You're seeing more of the people who provide inference doing what google is doing, trying to make custom or semi-custom hardware for it with cheaper parts, instead of just buying tons of HBM touting NVDA machines.

你看到更多做推理的人正在做谷歌正在做的事，试图用更便宜的部件制作定制或半定制硬件，而不是仅仅购买大量吹捧英伟达HBM机器。

Together that, and supply constraints, you have dram margins going through the roof while spooking analysts looking at HBM as the barometer for ai growth demand.

加上供应限制，DRAM利润率飙升，同时让那些把HBM当作AI增长需求晴雨表的分析师们感到恐慌。

I'm going to sell another 2/4 of the physical silver I bought at 32 leaving me with 1/4

我要卖掉另外2/4的实物白银（我当初32美元买入的），只剩1/4

any new funny clips of koreans crashing out like this

还有没有韩国人这样崩溃的新视频？

https://x.com/DramaAlert/status/2069815311092621798

>>62534686

zoom out bro. everything is up 300% from last year, supported by empty dreams and promises. why the fuck anyone would buy for long term investment is beyond me.

放大看啊兄弟。 everything 比去年涨了300%，靠的是空洞的梦想和承诺支撑。我不明白为什么有人还会为了长期投资去买这些。

>>62534758

is this bullish for SNDK or WD then

这对SNDK或WD来说是利好吗

I don't think Michael Burry is wrong it's just that he could skip all the reasoning and just say, "ai will fail" because ultimately that's the only situation where any of his opinions will hold up

我不认为迈克尔·伯里错了，只是他可以省去所有推理，直接说“AI会失败”，因为归根结底，只有在这种情况下他的观点才站得住脚

>Iran has quickly rebuilt infrastructure damaged during the U.S. and Israeli bombing campaign over recent months, from missile bases nestled deep inside mountains to bridges, ports and production facilities, according to Israeli and Western officials and a review of satellite imagery.

>根据以色列和西方官员的评论以及对卫星图像的分析，伊朗已在近期数月的美以轰炸行动中迅速修复了受损的基础设施，从隐藏在深山内部的导弹基地到桥梁、港口和生产设施。

>The faster-than-expected progress worries some Israeli officials. It helps explain Iran's continued resilience despite an air campaign that involved more than 20,000 strikes at the height of the war and that continues along Iran's coast in an effort to break Tehran's grip on the Strait of Hormuz.

>这种超出预期的快速进展让一些以色列官员感到担忧。这也解释了为何在空袭高峰时期实施了超过20000次打击，并持续在伊朗沿海行动以试图打破德黑兰对霍尔木兹海峡控制的情况下，伊朗仍表现出持续的韧性。

>Near Kangavar, in western Iran, satellite imagery from Planet Labs in March showed two tunnel entrances and an access road damaged by airstrikes aimed at blocking access to an Iranian missile base. Within weeks, imagery from Airbus revealed a neatly paved road leading to freshly excavated entrances.

>在伊朗西部康加瓦尔附近，Planet Labs三月发布的卫星图像显示，两个隧道入口和一条通往伊朗导弹基地的通道因空袭而受损。几周后，空客（Airbus）发布的图像显示，一条平整的道路已修至新挖掘的隧道入口。

>In another case, an Israeli military official said Iran repaired a bridge that Israel had struck with three bombs within days, surprising Israeli officials and prompting them to question the effectiveness of their targeting.

>在另一起事件中，一名以色列军方官员称，伊朗在数天内修复了被以军用三枚炸弹炸毁的一座桥梁，令以色列官员感到惊讶，并促使他们质疑自身打击的效能。

>>62534769

tickers for iranian construction companies?

伊朗建筑公司的股票代码有哪些？

>>62534770

maybe the homo posting erotic greek contruction workers is on to something

也许那个发帖说“希腊建筑工人都是基佬”的人有点道理。

So the purpose of the US-Israel meeting was to agree to bomb Iraq now? What the fuck are they doing? Did Nyahu's big schnozer sniff out enriched uranium over there too?

所以美以会晤的目的就是商量现在去轰炸伊拉克？他们到底在搞什么鬼？内塔尼亚胡的大鼻子是不是也在那边嗅到了浓缩铀的气味？

>>62534346

I saw a post yesterday about a guy putting his rent money for the year all into one of those leveraged etfs to recover his loses, these people can't be saved, only when the local loan shark has broken their legs and refused to give them any more money will they stop

我昨天看到一篇帖子，说有人把一整年的房租全都投进那种杠杆ETF里想回本，这种人没救了。只有当当地的放贷人打断他们的腿并拒绝再借钱给他们时，他们才会罢休。

>>62534769

Funny to see the nonstop glazing of the IRGC in western media considering people have been claiming the jews have controlled the media for decades. Almost like it was actually anti west commies the entire time.

看到西方媒体不间断地吹捧伊斯兰革命卫队（IRGC）真有意思，考虑到人们早就声称犹太人控制媒体几十年了。这几乎就像是，一直以来反而是反西方的共产主义者在运作这一切。

>>62534780

Post nose.

露鼻子。

>>62534781

Post hand.

露手。

>>62534769

a lot of it may be iranian bullshit but one of the big lessons of ww2 was unless you sustain strategic bombing they will eventually get so good at repairing the effectiveness will be almost 0

很多观点可能都是伊朗那套鬼话，但二战的一大教训是：除非你持续进行战略轰炸，否则他们的修复能力会越来越强，最终轰炸效果几乎为零。

the most stupid thing about it is china will help them cheaply replenish everything they have lost in a few months as soon as this is over, while it will take years for the USA to replenish the ammo they spent

其中最愚蠢的一点是，一旦战事结束，中国会在几个月内以低廉的价格帮他们补全所有损失，而美国则需要多年才能耗尽的弹药库存 replenish（补充回来）。

>>62534721

Should this sort of plateu that be all that concerning? If you've got skyrocketing demand that increases by tens of %, then the subsequential increases incorporate the already made increases, so something like 20% now is much higher than 20% increase that would've been made year ago. Seems like a pretty basic thing that should be priced in.

这种级别的 plateau（平台期/停滞期）真的值得担心吗？如果你面临的是需求激增、增长率高达百分之几十的情况，那么后续的增长自然会涵盖之前的增长基数，所以现在的20%增长率远高于一年前的20%增长率。这似乎是应该被纳入定价考量的基本常识。

Either way it looks like the current forward evaluations and demand are mostly holding? Doesn't look like this is the top of RAM companies revenue this cycle yet? Maybe I'm reading it wrong though. Hope this is the bottom due to deleveraging, but we shall see. Maybe I'll remain a bag holder forever.

无论如何，目前看来向前的预期和需求主要还是持稳的？看起来还没到这波周期内RAM（内存）公司收入的顶峰？也许是我读错了。希望这是去杠杆化带来的底部，但让我们拭目以待吧。也许我会永远做一个被套牢的散户。

>>62534784

that's what i think too but i think the chinese and the us have some agreement to end russia being a superpower and this is part of it. I just hope china treats the persian muslims as well as they treat their uighurs

我也这么想，但我认为中国和达成了一项秘密协议来终结俄罗斯的超级大国地位，这也是其中一部分。我只希望中国像对待他们自己的维吾尔人一样善待波斯穆斯林。

Is the bottom for Spacex seriously not until next august because of the share unlocks?

SpaceX的底部真的要到明年八月股份解锁之后才会出现吗？

Are they really going to make the goyim wait that long to get a fair price?

他们真的要让那些非犹太人（goyim）等那么久才能拿到公平的价格吗？

>>62534791

why even buy it at all if you just want to swing a dead stock around

如果只是为了炒作一只死气沉沉的股票，那为什么还要买它呢？

there is no fair value for a stock that makes losses and needs major dilutions to stay afloat in the long term at a >1 trillion valuation

一家长期亏损、需要大幅稀释股权才能维持生存，且估值超过1万亿美元的公司，根本不存在什么“公允估值”

it's absurd

这太荒谬了

>>62534788

>end russia being a superpower

>终结俄罗斯的超级大国地位

they did that themselves in 2014, 2022 was the final nail in the coffin, no secret agreements are needed, they are already an irrelevant shithole (with nukes) fully dependant on china, not so unlike north korea if they didn't have so many natural resources and land

是他们自己在2014年把这事办了，2022年是钉上棺材板的最后一根钉子，不需要什么秘密协议，他们现在已经是个完全不重要的粪坑（虽然拥有核武器），完全依赖中国，这跟朝鲜没什么两样，除非他们自然资源更多、国土更大

has the markets priced in the new tariffs yet

市场消化新关税了吗

>>62534780

of fug the islamig gomunists xDDDD

操，伊斯兰共产主义者 xDDDD

图片: https://i.4cdn.org/biz/1785311513817891.jpg

>>62534794

they're the only company in the satellite internet business that can launch their own sats, what you think they're going out of business in two weeks? there's obviously a bottom somewhere i'm trying to sniff it out

在卫星互联网领域，他们是唯一能自己发射卫星的公司，你以为他们两周就会破产？显然有个底部，我正试着把它嗅出来

附件: https://i.4cdn.org/biz/1785311571805416.webm

>Mom, SK Hnyx has released its results, and they're better than last time; now Sandisk and Micron will definitely go up.

>妈，SK海力士财报发布了，比上次好；现在闪迪和美光肯定得涨。

附件: https://i.4cdn.org/biz/1785311715345573.mp4

I just sold my ASTX for 4241.84 loss after making a profit in the first half of the year of 4094.95

我刚卖了ASTX，亏了4241.84，虽然上半年赚了4094.95

I sold most of my port in may and went away but i forgot to sell this one I guess

我五月卖掉了大部分仓位然后跑了，但我忘了卖这一只，我想

>>62534800

>satellite internet

>卫星互联网

as fiber optic is spreading everywhere on land only pajeet crews in cargo ships will be left using it in 10 years or so, most of their claimed value comes from AI (grok lmao) and you don't even get to vote or sue

随着光纤在陆地上普及，十年后只有货船上的印度佬还在用它，他们宣称的大部分估值来自AI（grok 哈哈哈），而且你甚至连投票或起诉的资格都没有

>>62534800

>satellite internet business

>卫星互联网业务

please do some research on this

请做点研究

there are tons of d2d pure plays out there and none of them are worth buying

到处都是纯做D2D的公司，没有一家值得买

they will roll these out in partnership with existing service providers because the margins only make sense this way so they can saddle them with the losses and make the same margins providing shitty internet out in the boonies

他们会与现有服务提供商合作推出这些服务，因为只有这样利润才说得通，这样他们就能把亏损转嫁给服务商，自己在偏远地区提供烂网络的同时获得同样的利润

>>62534801

this is why i have to use 500x leverage

这就是为什么我非得用500倍杠杆

图片: https://i.4cdn.org/biz/1785311861524421.jpg

what is the technical analysis for this pattern

这个形态的技术分析是什么

图片: https://i.4cdn.org/biz/1785311892396760.png

>>62534805

>Only 40 billion jeets mindlessly consuming product and getting excited for next product will surely bankrupt mean old mr musk for sure this time!

>只有400亿印度人无脑消费产品并对下一个产品兴奋不已，这次肯定会把老墨斯克的-mean-old-mr-musk-绝对搞破产！

it's a big market

这是个大市场

for you

对你来说

>>62534805

also what you point out

还有你指出的这点

most of the valuation hinged on grok doing anything and this will unravel fast because chinese models cost a fraction of a cent in comparison and US data centers make no financial sense which is why they're pivoting to the national security angle

大部分估值都押注在grok能有所作为，但这会很快崩塌，因为中国模型的开销仅为它的几分之一美分，美国数据中心在经济上毫无意义，这就是为什么他们转向国家安全角度

>>62534806

it's more about the rocket launch and vertical integration that suggest spacex, a company with a massive warchest, will be able to utilize to increase and diversify it's income streams that it is building out. At some fucking point in time the company will be worth buying no matter how polarizing musk is. That nigga makes money

这更多是关于火箭发射和垂直整合，这表明拥有巨额资金储备的SpaceX能够利用这些来增加和多元化其收入流。总有那么一刻，这家公司值得买入，不管马斯克多么两极分化。这黑鬼能赚钱

What websites or programs do you faggots use for this shit? I have only done small trades of crypto on binance so far.

你们这群混蛋用什么网站或软件搞这个？到目前为止我只在币安做过一些小规模的加密货币交易。

图片: https://i.4cdn.org/biz/1785312103194528.jpg

>koru only down 10% premarket

>koru盘前只跌了10%

Can anybody explain to my dumbass how this works

谁能给本蠢货解释下这怎么玩

>m-muh projected earnings

>m-muh 预计收益

The only projection for the next two years is full blown global depression, you bunch of fucking blind RETARDS

未来两年的唯一前景就是全面爆发的全球大萧条，你们这群瞎了眼的傻逼

>>62534815

you have to use the phone and call your female broker to place trades

你得拿起手机，给你那个女经纪人打电话来下单交易

>>62534808

The Hanged Man

倒吊人

>you will never play through Eversong Woods for the first time

>你永远无法第一次通关永恒之森

>you will never make life-changing money holding XOM calls

你永远无法靠持有XOM（埃克森美孚）的看涨期权来赚改变人生的钱

why even live

活着到底是为了啥

图片: https://i.4cdn.org/biz/1785312195284542.jpg

>>62534808

It's called the Gooktard formation.

这叫“猴子死多”形态。

>>62534813

not even claude would justify that valuation, and it is actually good, that whole IPO was a pump dump scheme if I've ever seen one

哪怕是Claude也不会给这种估值洗地，而且这其实是好事，如果我没看错的话，整个IPO就是个拉高出货的骗局

>>62534814

if you really believed in any one of those businesses you have much cheaper pure plays elsewhere

如果你真的相信那些公司里的任何一家，你在别处有更便宜的纯粹标的可以买

you're literally just buying musk's name and betting on it being good money for however long you want to hold it

你简直就是在买马斯克的名字，赌在你持有多久的那段时间里它能带来好钱

the business itself makes no sense any way you slice it unless you really thing reusable rockets are worth more than whatever they would ever carry

无论你怎么算，这家公司的商业逻辑都讲不通，除非你真的认为可重复使用火箭的价值高于它们未来搭载的所有载荷

it's a meme stock by definition

按定义这本身就是个模因股（meme stock）

>>62534808

The ant leverage.

蚂蚁杠杆。

图片: https://i.4cdn.org/biz/1785312283071306.png

>>62534824

I'm literally not even considering buying SpaceX until 2029 you don't know me

我 literally 根本不会在2029年之前考虑买入SpaceX，你还不了解我吗

>>62534815

Download webull and use my referral code for a free fractional share of FUBO

下载Webull，用我的推荐码，免费获赠FUBO的碎股

>>62534816

Well you just saw the bottom and people are buying. This is where you´re supposed to buy too, because its not the top, you know.

好吧，你刚看到底部，人们在买入。这也是你应该买入的时候，因为它不是顶部，你懂的。

>>62534820

You can play through the remade Eversong in Midnight for the first time :^)

你可以在Midnight里第一次通关重制版永恒之森 :^)

>all the shit I was up on 2 months ago went down at the end of may/in june

>我两个月前一直关注的那些 shit 在五月底/六月末都跌了

it really was..... sell in may

还真他妈是.....五月卖出法则（sell in may）

>>62534732

>that video a month ago of the nig talking about sandisk

>那个月前一个黑人谈论闪迪（SanDisk）的视频

In hindsight..... nigs

事后看来.....黑人（指之前的视频或言论）

>>62534721

>analysts

Analysts said SNDK was worth 800 bucks at 1600 and say it's 2217 at 1057, they don't know shit

分析师曾说SNDK在1600块时值800块，现在说1057块时值2217块，他们啥都不懂

>>62534808

It's called the last stop before the moon

这叫“登月前的最后一站”。

>>62534763

Maybe it is

也许是这样

Or maybe it isn't

也许不是

But anyway SNDK is NAND and WD is HDDs

但无论如何，SNDK是NAND（闪存），WD是HDD（机械硬盘）

>>62534815

interactive brokers internationally and revolut for certain europoor stocks out of laziness

用Interactive Brokers做国际交易，因为懒就用Revolut买某些欧洲垃圾股

>>62534829

Kospi closed -6% so koru should be around -18% no?

KOSPI跌了6%，所以KORU应该在-18%左右吧？

>>62534827

eh I'm just spitballing here nothin personnel

额，我就是随口瞎猜，别往心里去

图片: https://i.4cdn.org/biz/1785312467806475.jpg

>>62534828

>>62534835

图片: https://i.4cdn.org/biz/1785312509621596.gif

some wild candles on semis right now

现在半导体板块的K线走得真他妈狂野

>>62534801

SK hynix missed, they needed to be up 122% and were only up 118%.

SK海力士不及预期，他们需要涨122%，结果只涨了118%。

SNDK specifically will beat earnings because their money comes entirely from NAND and NAND surged in the second quarter.

SNDKspecifically会超出财报预期，因为他们的收入完全来自NAND，而NAND在第二季度大幅上涨。

>>62534653

>32% of the leverage has been liquidated

>32%的杠杆被清算

That's a plausible number. Many of the overhyped stocks like Micron, Samsung, Tesla, Intel, Qualcomm, are about -30% down from ATH.

这是个 plausible 的数字。许多被过度炒作的股票，比如美光、三星、特斯拉、英特尔、高通，从历史最高价跌幅都在-30%左右。

>>62534839

i got your wild candle on a semi right here big boy

老大，我这儿正好有一只野性十足的半导体K线

>>62534816

americans are slurping the dip

美国人正在疯狂抄底

>>62534836

KORU doesn´t directly follow KOSPI. European KOSPI derivatives are also down far less than KOSPI itself.

KORU并不直接跟踪KOSPI。欧洲市场的KOSPI衍生品跌幅远小于KOSPI本身。

>>62534840

>beats earnings

>超出财报预期

>but future earnings are 0.0001% lower than expected

>但未来预期每股收益比预期低了0.0001%

>DIES

图片: https://i.4cdn.org/biz/1785312753723774.gif

>>62534830

>remade Eversong

>重制版永恒之森

图片: https://i.4cdn.org/biz/1785312777950142.png

>>62534816

>Samsung will save Cosby

>三星将拯救科西

>>62534851

>>62534851

>>62534851

NEW

>>62534847

>keeps catching falling knife

>不停接飞刀

>complains when confronted with direct evidence of reason for price correction

>在被直接证据证明价格需要回调时抱怨

>cries

>gayanimepicture.com

>>62534853

TA isn't real you fucking retard. Shit can just randomly turn on a dime when Trump says he's gonna put money in it and warsh randomly cuts rates. Your meme patterns are quite literally worthless.

TA不是真的，你个傻逼。特朗普说要把钱投进去，市场就能瞬间反转，沃什突然降息也是这么回事。你的那些图表模式简直一文不值。