/smg/ - Stock Market General

WE GAAN

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/ >>62536846

此前在 /smg/ >>62536846

图片: https://i.4cdn.org/biz/1785355274391398.jpg

I work at Microsoft. Do you niggers want to see the earnings email when I get it?

我在微软工作。你们这些黑鬼想看我在收到财报邮件时发给你们的内部邮件吗？

>>62537929

图片: https://i.4cdn.org/biz/1785355316301698.jpg

it's over

完了

Everyone say thank you to Zion Don, Gay Peter, and the 4 day Greater Israel SMO

大家一起感谢 Zion Don、Gay Peter 以及那4天的“大以色列 SMO”

wtf does "don't play the ball play the referee" even fucking mean in Warsh's context, the FED literally did nothing, are we just suppose to hold?

沃什语境下“别管球，盯住裁判”到底他妈是什么意思？美联储明明什么都没做，我们难道就只是等着？

>Meta

Oh dear

天哪

AAAAAAAAAAAAAAAAAAAAAH

图片: https://i.4cdn.org/biz/1785355352705270.jpg

Ding ding ding ding ding....

叮叮叮叮叮....

-3.92% today

今天 -3.92%

图片: https://i.4cdn.org/biz/1785355353080095.gif

https://www.youtube.com/watch?v=Yqbl2QIYDPg

> futures

>期货

附件: https://i.4cdn.org/biz/1785355353868294.webm

DING DING DING MOTHERFUCKERS HOW MUCH DID YOU LOSE

图片: https://i.4cdn.org/biz/1785355354961478.gif

>>62537936

If it doesn't say that Microsaar will reimburse me for my losses then I'm not interested.

如果上面没说微软会赔偿我的损失，那我就不感兴趣了。

how do I profit off the impending crash and hyperinflation? slurp commodities at the bottom in october/november?

我怎么从即将到来的崩盘和恶性通胀中获利？在十月/十一月底部吸干大宗商品？

I'M LOSING MONEY

A LOT OF IT

图片: https://i.4cdn.org/biz/1785355383088405.png

Dont look at the META Computer

别看 META 电脑

图片: https://i.4cdn.org/biz/1785355394801084.png

>>62537944

I boughted the tip of the dip ;(

我抄底在反弹的顶点了 ;(

I should had put everything in Chipotle (ticker: CMG)

我应该把所有钱都投进 Chipotle（股票代码：CMG）

threadly reminder this is a rotation

每周提醒：这只是板块轮动

FUUUCK I PUSSED OUT ON MY META PUTS AND SOLD HALF TO BUY MICROSHART PUTS

>cash gang all year

>持币党一整年

>try to buy the dip

>尝试抄底

>lose 15k

>亏 15k

there is no money to be made in the stock market it's just not a viable way to make money

股市里没法赚钱，它根本不是个可行的盈利途径

>>62537944

Good morrow I am a boglehead and I lost 2% today

各位早安，我是个博格勒德信徒（Boglehead），今天亏了 2%

somebody post the cope image about how the bottom is always right before midterms

有人发那张关于“中期选举前总是底部”的安慰图吧

>>62537929

This selloff is worse than silver rapes, at least when silver goes parabolic miners wont chase because they know it'll rug em. Memory degens chased it all the way up

这次抛售比白银被“强暴”还惨，至少白银走抛物线的时候矿工们不会追，因为他们知道会被坑。那些炒内存的赌狗倒是一路追涨到底

图片: https://i.4cdn.org/biz/1785355427369754.png

META IS FUCKING RUGGING (most expected outcome desu kek)

还有谁在90美元买SOXL？

Well how did you do today?

你今天表现咋样？

+7.71%

>>62537944

+7.71%

图片: https://i.4cdn.org/biz/1785355437385970.gif

>Mass suicides in Korea starting in 3 hours

>3小时后韩国开始大规模自杀

图片: https://i.4cdn.org/biz/1785355445360302.jpg

EAT SHIT ZUCK

lost half my money (and still counting) and GF left me, I wonder what the world got for me this week.

亏了一半钱（而且还在亏），女朋友也甩了我，不知道这世界这周还能给我整出什么幺蛾子。

Core event loading...

核心事件加载中...

>>62537947

I'm not fucking checking!

我才他妈不看！

附件: https://i.4cdn.org/biz/1785355456889557.mp4

>>62537929

4 hours until korea market opens

还有4小时韩国市场开盘

bill kospi is not going to like this

比尔，KOSPI指数这下要倒霉了

图片: https://i.4cdn.org/biz/1785355463065072.jpg

HELLO POLICE I'D LIKE TO REPORT A SEXUAL ASS RAPE

YES HIS NAME IS KEVIN WARSH

HE'S STILL RAPING MY ASS HURRY

My sweat smells different. It's better. Must be the higher olive oil consumption

我的汗味变了。变香了。肯定是吃橄榄油吃多了

>>62537946

>Pasts

图片: https://i.4cdn.org/biz/1785355483281249.gif

I started the year with 1mil. I have 900k now. Should I go all in integrated oil major or twine producers

今年初我有100万，现在剩90万。我该梭哈综合石油巨头还是捆绳生产商吗

图片: https://i.4cdn.org/biz/1785355484151203.jpg

>>62537947

Only like 2%

也就只跌了大概2%

图片: https://i.4cdn.org/biz/1785355485863058.jpg

>SOXL and SOXS finna be the same price soon

>SOXL和SOXS很快就要同价了

图片: https://i.4cdn.org/biz/1785355489965074.jpg

>>62537944

A little spooky but it worked out

有点吓人，但结果还行

图片: https://i.4cdn.org/biz/1785355497235222.jpg

I'M NEVER SELLING MU BEARNIGGERS. IT COULD DROP TO NEGATIVE 800 AND I STILL WON'T SELL. YOLO

I told you niggers at like 2:10 at peak euphoria that it was just kikes blowing up retail puts, manipulating VIX and then setting up their puts.

我在巅峰 euphoria（狂热）时候2:10就告诉你们这些黑鬼了，那是犹太人在爆空投给散户，操控VIX然后建立他们的空头头寸。

this shit happens all the time and you niggers got euphoric at the exact top. I've relentlessly told you faggots for the last two days that shits fucked, get out, go to cash, stop "buying the dip"'

这种破事经常发生，你们这帮黑鬼偏偏在最顶峰时狂热。过去两天我 relentlessly 告诉你们这些傻逼情况很糟，快跑，换现金，别再“抄底”了

we are going significantly lower across the board. the rape has barely even started to spread outside of tech but everything is getting raped.

大盘要大幅下挫。这种“强暴”才刚开始从科技股蔓延，但所有东西都在被“强暴”。

图片: https://i.4cdn.org/biz/1785355516271100.png

I love trading so goddamn much. I'm addicted to cigarettes and I even did the math. I could invest $400 more a month if I quit. But I love my cigarettes so goddamn much. It's one of my favourite moments of the day. Just opening a good pop and smoking 2 cigarettes while I think.

我太他妈爱交易了。我烟瘾也大，我都算过了。戒烟我每个月能多投400美元。但我太他妈爱我的烟了。那是我一天中最爱的时刻之一。开包，点两支烟，边抽边思考。

It sucks, really, because I love trading so much that those $400 extra would be great. But here we are.

挺糟糕的，因为我真他妈爱交易，那额外的400美元本来挺好的。但我们就这样了。

Damn, Microshart won

该死，Microshart（微软）赢了

>>62537957

into...?

>>62537944

I hate when new threads break up the Ding Ding Man.

我最烦新帖子打断Ding Ding Man（钉钉哥/一种刷屏梗）。

Didnt read biz today., sorry.

今天没看商业新闻，抱歉。

+0.78 today.

今天+0.78。

+3.03 this week.

本周+3.03。

+18.67 this month.

本月+18.67。

Mind you. Im the fat Oil Baron from Dune.

顺便提一下，我是《沙丘》里那个胖子石油大亨。

"When corpses start droppin', my port starts poppin'.

“尸横遍野时，我的账户就爆满。”

>>62537986

You type like youre fat

你打字的样子像个胖子

REDEEMED

EVERYONE SAID META WAS THE VALUE PLAY

图片: https://i.4cdn.org/biz/1785355588043063.png

>>62537967

anyone have any Twitter posts or Reddit posts about how the Koreans are coping? Where would you go to find them?

有人知道关于韩国人如何应对的推特或Reddit帖子吗？去哪能找到？

I want to see stories about them jumping off buildings and stuff

我想看他们跳楼之类的故事

>>62537987

Bharat always wins benchod

巴拉特永远赢，混蛋（Bharat always wins benchod）

who else is buying soxl at $90

还有谁在90美元买入SOXL？

图片: https://i.4cdn.org/biz/1785355608300095.png

>>62537988

图片: https://i.4cdn.org/biz/1785355611866241.png

>>62537929

>>62537895

Some Chinese models are pretty close to the frontier in tests. For example, Moonshot's Kimi K3 beat Anthropic's Fable 5 in some tests.

一些中国模型在测试中已经非常接近前沿水平。例如，月之暗面的Kimi K3在某些测试中击败了Anthropic的Fable 5。

Supposedly, Cursor's Composer 2 is based on Kimi.

据说Cursor的Composer 2是基于Kimi构建的。

More important is the trend: Chinese models seem to keep getting closer to the frontier. And China now supposedly having independent access to DUVi machines should help somewhat alleviate the hardware bottleneck for Chinese companies.

更重要的是趋势：中国模型似乎一直不断逼近前沿水平。而且据说中国现在能独立获取DUV光刻机，这应该能在一定程度上缓解中国公司的硬件瓶颈。

>non mission critical

>非核心任务

If the Chinese alternatives are "good enough" for many tasks, then that still means the "premier" AI vendors lose a ton of pricing power.

如果中国替代品对于许多任务来说已经“足够好”，那仍然意味着“顶级”AI供应商会失去大量的定价权。

>>62537990

pretty close is the difference between Firefox and chrome you may see it differently but the market won't

火狐和chrome的区别很小，你可能觉得有不同，但市场不会

please msft please don't shit the bed peas don't shit the bed please please please don't shit the fucking bed oh my god pleaaaaseeeee

求求了微软，求求了，别拉稀，豌豆别拉稀，求求求求了，别他妈拉稀，老天啊求求求求求了

I miss Sleepy Joe like you wouldn't believe. If he were still president, we'd all be enjoying a golden bull run, there would be no wars for Israel and both straits would be open. We had it all but we through it away because some trannies wanted to play in women's sports :(

我他妈无比怀念瞌睡乔。如果他还是总统，我们正享受着金牛市，不会有为以色列打的战争，两个海峡都会畅通。我们本拥有这一切，却因为他妈的跨性别者想在女子体育中比赛就把它扔掉了 :(

图片: https://i.4cdn.org/biz/1785355635664707.jpg

>>62537985

i will not sell. not a single share. i will hold. thank you for your concern "anon".

我不会卖，一股都不会。我会持有。谢谢你的关心，“匿名者”。

>>62537962

>Memory degens chased it all the way up

>内存币赌狗一路追高

Good. I need to harvest and channel their rage and despair.

很好。我需要收割并引导他们的愤怒和绝望。

图片: https://i.4cdn.org/biz/1785355641185453.jpg

>>62537993

I'm not fat lol. Have a very decent physique, but what in my typing makes you think I'm fat?

我不胖哈lol。身材挺不错的，但你打字的哪些地方让你觉得我胖了？

>>62537944

+4.47%

图片: https://i.4cdn.org/biz/1785355672137204.jpg

>>62538001

I'm not holding your bags Mr Dimon

我可没在帮你持有着那些烂摊子，迪蒙先生

>get mad at SOXL going up for no reason

>因为SOXL莫名其妙上涨就生气

>get mad at it going down for no reason

>因为SOXL莫名其妙下跌也生气

I'm just mad

我就是纯生气

> LRCX

图片: https://i.4cdn.org/biz/1785355708779168.jpg

Anyway, now that the semis are over, what oil company's the best?

总之，半导体季报结束后，哪家油企最好？

>>62538015

How?

>>62537972

Based anime hoe

基操动漫妓女

图片: https://i.4cdn.org/biz/1785355723718114.jpg

Microsoft saves the market?

微软能救市？

>>62537944

-0.55%

图片: https://i.4cdn.org/biz/1785355735592617.gif

>>62538004

meant for

意思是

>>62538003

>yet another -15% day for SOXL

>SOXL再跌一天15%

We sure are getting a lot of these huh

我们确实经常看到这种行情啊

图片: https://i.4cdn.org/biz/1785355739117288.jpg

What caused that violent dump into close?

收盘前那波暴跌是怎么回事？

图片: https://i.4cdn.org/biz/1785355745997503.png

Nice meme "tech" (=ads) economy you've got there LMAO

你那个“科技”（=广告）经济梗真是不错啊 LMAO

图片: https://i.4cdn.org/biz/1785355757568376.png

yessssss MSFT you bitch go go go my time has come

是的啊 MSFT 你这个贱货快冲快冲 我的时刻来了

>>62538001

>holding up the thighs

>挺起大腿

>big fat milf thighs

>超级肥美的熟女大腿

图片: https://i.4cdn.org/biz/1785355772757643.png

>>62537972

Bad taste. Seeing anime girls doing US youth moves is disgusting. Don't export that side of your culture, American

品味真差。看着动漫妹子做美国年轻人的动作真恶心。别把你们文化的这一面输出了，美国人

>>62538016

buy his bags you communist

买他的盘吧你个共产主义者

holy shit I got so worked up I didn't even realize market already closed lmfao

卧槽我太激动了，居然没意识到市场已经收盘了 lmfao >嘀咕，美联储没加息，这意味着我们的股票要涨...

>mutter, the Fed didn't raise interest rates, which means our stocks will go up...

>咕哝：美联储没加息，这意味着我们的股票要涨了……

附件: https://i.4cdn.org/biz/1785355789988243.mp4

>>62538004

>difference between Firefox and chrome

>Firefox和Chrome的区别

Can you elaborate what you mean?

能详细说说你是什么意思吗？

>>62538019

I think qcom, lrcx, arm and Samsung will all have great possibly blowout earnings

我觉得QCOM、LRCX、ARM和三星都会交出非常棒甚至超预期的财报

>>62538027

jews

OOOOOOF

>>62538028

unironically bullish for RDDT

我是真的看多RDDT

watch RDDT pump to 300 next week

看着RDDT下周飙到300吧

no one uses boomer book or boomergram (formerly milennialgram) anymore

没人再用boomer book或boomergram（前身为milennialgram）了

Uh oh, looks like it might be a 3/3

哎哟，看起来可能要出3/3（三连跌）了

>bad fomc

>FOMC糟糕

>bad earnings

>财报糟糕

Iran is the wildcard into the weekend. Let’s get this 30 VIX dip over with

伊朗是周末的黑天鹅。赶紧把VIX跌到30这事儿搞定吧

META free cash flow kekerooo

META的自由现金流 哈哈哈哈哈

>>62538007

The autopen would have been a better president than Trump, unironically.

自动签署器当总统会比特朗普更好，我是认真的。

图片: https://i.4cdn.org/biz/1785355855727542.jpg

>>62538026

SOXL is a Bubble indicator everytime SOXL peaks the market crashes. Now we just wait for the bank failures.

SOXL每次见顶就是泡沫指标，随后市场就崩盘。现在我们就等银行倒闭吧。

nigger second

黑鬼第二

nigger minute

黑鬼第一分

nigger hour

黑鬼第一小时

nigger day

黑鬼第一天

nigger week

黑鬼第一周

nigger month

黑鬼第一个月

nigger year

黑鬼第一年

nigger decade

黑鬼第一个十年

nigger century

黑鬼第一个世纪

nigger millennium

黑鬼第一个千年

>>62538036

Firefox is good enough web browser but has no market share. Big companies aren't going to use good enough they'll use the best of the best or lose to those who do

Firefox是个够用的浏览器但没有市场份额。大公司不会用“够用”的，他们会用最好的，或者输给那些用最好的公司

wait, why is MSFT going down?

等等，为什么MSFT在跌？

IT WAS SUPPOSED TO SAVE ME!!!

>>62538027

In case you didn't notice, your orangigger retard you voted for in office is plunging the world into a great depression. BUT KEEP YOUR BLINKERS ON, SURELY ALL WILL BE FINE

要是你没注意到，你选上台的那个橙皮猪退化儿正把世界拖入大萧条。但别瞎操心了，肯定一切都会好的

jesus

图片: https://i.4cdn.org/biz/1785355892930891.png

Does Samsung report in 4 hours? That's a new dump.

三星四小时后财报？那是新一轮抛售。

图片: https://i.4cdn.org/biz/1785355898135063.png

>>62537944

-8%

>>62538043

I wanted to get some porn there last week and couldnt due to some age verification bullshit though.

上周我想在那搞点黄色，但因为年龄验证的破事儿没搞成。

is it just europoorthing?

只是欧洲穷逼的事情吗？

>METAniggers getting Rugged

>META黑鬼们被收割了

>MSFT on green just to getting RUGGED on the 90s indian style phone call

>MSFT本来在涨，结果在90年代印度风格的电话会议上被割了

Like pottery.

像陶艺一样。

图片: https://i.4cdn.org/biz/1785355924812121.png

kek baggies

哈哈 烂盘子们

>>62538029

rollin for earnings up, and openai funding cancelled

财报利好在滚动了，OpenAI融资取消

Microsoft Q4 FY26 (June quarter):

微软 FY26 第四财季（6月季度）：

Azure +43% fx neutral.

Azure 汇率中性增长 43%。

• Revenue +18% Y/Y to $90.0B ($2.4B beat).

• 营收同比增长 18% 至 900 亿美元（超预期 24 亿美元）。

• Gross margin 67% (-1pp Y/Y)

• 毛利率 67%（同比下滑 1 个百分点）

• Operating margin 45% (flat Y/Y).

• 营业利润率 45%（同比持平）。

• EPS $4.74 ($0.50 beat).

• 每股收益 4.74 美元（超预期 0.50 美元）。

>anthropic/claude major outage of all models

>Anthropic/Claude 大规模宕机，所有模型均不可用

is this it?

这就完了？

>>62537944

+4.66%

图片: https://i.4cdn.org/biz/1785355963611779.png

EARNINGS?????

Only thing that can save us now is Trump making up some lie that Iran wants to negotiate and therefore he is calling off the strikes.

现在能救我们的唯一希望，就是特朗普编个伊朗想谈判的谎言，以此借口取消打击。

图片: https://i.4cdn.org/biz/1785355994627727.jpg

I'm getting ass raped

我被干得服服帖帖

>>62538063

i'M just using claude though. Stop spreading fud doomer

我只是在用 Claude 而已。别散播恐慌情绪了，末日论者

>still dumps

>还在抛售

woof

图片: https://i.4cdn.org/biz/1785356001741913.jpg

>>62538063

they must've run out of memory. could this be the bottom?

他们肯定是内存用光了。这是底部吗？

>>62538007

And the new one in charge is even sleepier, at that. But hey, every accusation is a projection.

而且那个新任掌权者甚至更昏睡。不过嘛，每条指责都是投射。

图片: https://i.4cdn.org/biz/1785356008956841.png

>Sell at panic

>恐慌时卖出

>Immediately goes up again and i lose out

>立马又涨回去了，我踏空

>Sell at panic

>恐慌时卖出

>Immeidately goes up again and i lose out

>立马又涨回去了，我踏空

>Sell at panic

>恐慌时卖出

>Immediately goes up again and i lose out

>立马又涨回去了，我踏空

Won't get fooled again

不会再上当了

>Panic happens

>恐慌发生

>Do nothing because it will go back up and i will lose out

>什么都不做，因为它会涨回去，我就会踏空

>Lose

>Lose

>Lose

>Lose

>Lose

....

图片: https://i.4cdn.org/biz/1785356010489028.gif

>>62537972

Whats the source or what kind of TYPO for this HOT AI anime?

这个超火 AI 动漫的出处是什么，还是说这是个 TYPO（打字错误）？

Based Jensen.

杰森牛逼。

>>62538063

i had claude act up on me trying to analyze robinhood 10q. is this what that is or are you FUDDING? its definitely these fucking huge earnings releases

让 Claude 分析Robinhood的10-Q季报时它抽风了。这是那个原因吗？还是在散播恐慌？肯定是这些超重磅的财报发布搞的鬼

>>62538063

turned the power off

直接断电了

party is over

派对结束

>>62538070

Nothing can save us now smigger

现在谁也救不了我们了，smigger（嘲讽语）

Its over

完了

I am dying.

我快不行了。

>>62538028

>Google sells ads

>Google 卖广告

>Meta sells ads

>Meta 卖广告

>Msft has been dogshit since windows 95

>微软自从 Windows 95 以来就是一坨屎

>Amazon just ships cheap Chinese trash

>Amazon 只是发货廉价的中国垃圾

>Niggervideo is a scam ponzi and people are buying credit default swaps on it

>Niggervideo 是个诈骗庞氏骗局，有人正在做空它

>Tesla and SPCX are the biggest scams ever created other than social security

>Tesla 和 SPCX 是有史以来最大的骗局，仅次于社保体系

GRIM

图片: https://i.4cdn.org/biz/1785356054602775.png

(无正文)

图片: https://i.4cdn.org/biz/1785356070252669.jpg

$90 is the SOXL bottom. free money.

90 美元是 SOXL 的底部。免费的钱。

Bros, if Nvidia does seriously end up being the next Enron or Cisco by fucking it up, then we will witness a global depression soon kek

兄弟们，如果 Nvidia 最后真的搞砸了，变成了下一个安然或思科，那我们很快会见证一场全球大萧条，哈哈哈

Microsaars....

>>62538072

https://status.claude.com/

whoa weird why would they spread fud about themselves?

哇塞，奇怪，他们为什么要散播自己的恐慌情绪？

who would do such a thing?

谁会做这种事？

nigger

>>62538070

Only the algos keep falling for that, will be funny if he tacos and then Iran launches another round of missiles anyways

只有算法会吃这一套，如果他吓跑了，然后伊朗还是发射了新一轮导弹，那可就有趣了

>>62538020

>EQNR for when US restricts exports

>当美国限制出口时买 EQNR

>XOM for when eu starts meddling into companies too much

>当欧盟开始过度干预公司时买 XOM

>PBR to complete the trifecta

>买 PBR 凑齐铁三角

did I do good

我做得好吗

图片: https://i.4cdn.org/biz/1785356132733571.jpg

>>62538076

couldnt be truer thats why i somethimes think im the only person actually alive, because of how well the market times my mental state

再真实不过了，所以我有时候觉得自己是唯一活着的人，因为市场总能精准配合我的精神状态

then again maybe its the opposite and im just cattle and thats why it keeps happening. Literally a programmable meat robot to be exploited

不过也可能反过来，我不过是头牲口，所以这种事才会反复发生。简直就是一台可编程的肉体机器，任人 exploitation

>>62538081

>it’s not a bubble because these companies have too much cash

>这不是泡沫，因为这些公司现金流太多了

Well that story’s over

好吧，这个故事结束了

(无正文)

图片: https://i.4cdn.org/biz/1785356142058581.jpg

shit, my cola

糟了，我的可乐洒了

AXIOS DO SOMETHING

chin up chuddies.

振作点，兄弟们（chuddies是对buddies的戏仿）。

图片: https://i.4cdn.org/biz/1785356160081794.png

>>62538087

I need that to not happen until at least February 2028

我希望这至少到 2028 年 2 月才发生

>>62538094

they literally have negative cash because they spent it all on chips

他们的现金流实际上是负的，因为钱全拿去买芯片了

I'm willing to buy your SOXL for 14 bucks. Take it or leave it. The guy behind me will take them for 9 bucks.

我愿意 14 块买你们的 SOXL。爱卖不卖。后面那哥们 9 块就要了。

图片: https://i.4cdn.org/biz/1785356172413180.gif

>People are buying credit default swaps on Nvidia

>有人在买 Nvidia 的信用违约互换

Oh yeah we are definitely FUCKED

哦对，我们绝对完蛋了

>>62538088

it's not dead yet my bastard

还没死透呢，我的杂种

HOLD

(无正文)

图片: https://i.4cdn.org/biz/1785356192371873.png

Textbook bull trap, almost too perfect.

教科书式的多头陷阱，完美得有点过分了。

图片: https://i.4cdn.org/biz/1785356194476400.jpg

>>62537944

This still counts as a win.

这依然算赢。

图片: https://i.4cdn.org/biz/1785356196144835.jpg

>>62538079

Bullish for nucular

对 nucular 看涨

>SPCX mostly untouched by this

>SPCX 基本没受这什么事儿的影响

图片: https://i.4cdn.org/biz/1785356200053349.png

>>62538049

How much pricing power does Google have with Chrome? If Google started charging users to use Chrome, its market share would probably drop like a rock.

谷歌在 Chrome 上有多强的定价权？如果谷歌开始向用户收取 Chrome 使用费，其市场份额恐怕会像石头一样直线下跌。

Chinese models have a big share on OpenRouter and gaining. Of course does not measure all AI usage, but its evident that a lot of people use them, and more important is the trend.

中国模型在 OpenRouter 上占据了很大份额，还在持续增长。当然这并不能衡量所有 AI 使用情况，但很明显很多人都在用它们，更重要的是这个趋势。

图片: https://i.4cdn.org/biz/1785356202641941.jpg

>>62538101

Yeah so MSFT can sell clippy lmao

是啊，微软可以卖那个“大眼纸杯”（Clippy）了，笑死

>>62538112

Hell yeah brother

太赞了兄弟

>>62538110

its intraday and algos sperging out on FED. there is nothing there.

这是盘中交易，算法在 FED 上疯狂抽风。其实没啥实质性的东西。

Fuck it. Shorting everything until the Dems win and Zion Don can't do anything

管他呢。做空一切，直到民主党获胜，让 Zion Don 啥也干不了

>>62538092

Trump won’t restrict exports, that’ll hurt oil profits and the market

特朗普不会限制出口，那会损害石油利润和市场

>After Hours Volatility

>盘后波动性

Oh yeah they're rugging this shit.

噢，原来他们在这上面搞撤资跑路啊。

图片: https://i.4cdn.org/biz/1785356261379384.jpg

It's fuarking over time to do the sneedful

时间真是个该死的杀手（注：sneedful 是 meme 梗，意为时间流逝之快/不可逆）

附件: https://i.4cdn.org/biz/1785356269150893.mp4

>>62537929

>WE GAAN

Kek. Enjoyed your 2 hours of GRÖEN? Wat nou?

呵呵。享受完你那两小时 GRÖEN？接下来咋样？

>>62538102

Bought a tiny amount of soxs at 65 and I'm considering buying much more.

在 65 的时候买了一点 soxs，我在考虑买更多。

>>62538109

i boughted at 880

我在 880 买的

then 810

然后 810

now 740

现在 740

>>62538114

low float is a scam no one can short properly without coordinating with insiders basically

低流通盘就是个骗局，没有内部人士配合基本没法正确做空

Another fire sale.

又是一场大甩卖。

DCA never fails.

定投永远不会错。

>>62538057

Oi! You reposted that pic without my permission

哎！你没经我允许就转发那张图

图片: https://i.4cdn.org/biz/1785356309955670.png

>>62538115

Zero, they made their browser engine open source and there’s 100 clones of it (chromium/brave/etc.)

那杯嘉士伯啤酒里最好有点液体，老兄。

>i voted for this

>这是我投票选的

图片: https://i.4cdn.org/biz/1785356324311086.jpg

>>62538108

What's with the Software-Application category? Why's it neon green?

那个“软件-应用”分类是怎么回事？为什么是荧光绿的？

>>62538048

:D

~ BAGHOLDER GENERAL: LOST DECADE EDITION ~

Glad I'm just holding cash for once. I'm not dealing with this retarded shit til monday.

庆幸我这次只持有现金。周一之前我才懒得应付这些脑残事儿。

How does it feel, for the past two months memoryfags have been screaming, and calling you retarded, and a slew of insults for warning people it's not a good idea to buy the top.

过去两个月，那些记忆缺失症候群（memoryfags，指记性差的人）一直在尖叫，骂你脑残，还骂了一堆侮辱性词汇，就因为你警告人们不要抄底接飞刀。感觉如何？

Now they're down what? 50% so far? lol

现在它们跌了多少？才 50% ？哈哈哈

and the leveraged memoryfags are liquidated, got scared and sold with their accounts battered, or had their accounts detroyed lol

那些加了杠杆的记忆缺失症候群都被强制平仓了，吓得卖掉，账户要么被重创，要么直接归零，哈哈哈

Literally warned them repeatedly.

我确实反复警告过他们。

图片: https://i.4cdn.org/biz/1785356359309522.jpg

>>62538140

Lots of funds were underweight after being overweight in the AI trade

很多基金之前在 AI 交易上重仓，现在都减仓了

>>62538136

>not even transparent

>连透明度都没有

disgrace

>>62538139

That Carlsberg better have some liquid in it lad.

那卡尔斯堡啤酒里最好真有点液体，老兄。

>>62538115

You are essentially charged to use chrome via data collection which will be a big funding avenue for ai as well

你本质上是通过数据收集为使用 Chrome 付费，这也将成为 AI 的一个重要资金来源

i did 0dte puts today, started w 250, got to 900, down to 150, finished at 1600

我今天做了 0DTE 期权，开始 250，涨到 900，跌到 150，最后收在 1600

so much more could have been made but I'm happy I guess. Lets see what tomorrow holds

本来还能赚更多的，不过我也挺开心了。看看明天会发生什么吧

>>62538080

Rape of Mumu. RIP

把 Mumu 给操翻了。安息吧

WHY DIDNT I BUY SOXS

图片: https://i.4cdn.org/biz/1785356426674461.jpg

WHITE POWER! WHITE POWER! WHITE POWER!

图片: https://i.4cdn.org/biz/1785356426983851.jpg

>https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4

>https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4

图片: https://i.4cdn.org/biz/1785356469581685.jpg

>>62538146

You know what they say, you can put a diaper on a horse, but you can't make him shit in it. I told these chucklefucks to take some profit and put it into KMB but NOOOOOOO they think I'm just some sort of sick joke.

俗话说得好，你给马穿上尿布，也逼不了它拉在里面。我让这帮笨蛋赚点利润转入 KMB，但他们就是 NOOOOOOO，以为我在讲什么变态笑话。

图片: https://i.4cdn.org/biz/1785356487301406.jpg

msft really saved the day

msft 真是力挽狂澜

i'll never call it a jeet stock ever again

我再也不会说它是“韭菜股”（jeet stock）了

>>62538154

Because being a bear is immoral

因为看跌是不道德的

>>62538140

software has become negatively correlated with the AI trade. It's been like that for the past few months. It might not stay like this, but that's how t is. If AI goes down, software goes up

软件板块跟AI交易已经出现负相关了。过去几个月一直是这样。虽然未必会一直这样，但现状确实如此。如果AI跌，软件就会涨。

>>62538123

It's more likely than you may think

这事儿比你想象的可能性要大

>>62538091

that is exactly what happens yesterday. he announced he was pausing attacks and peace deal soon and then Iran bombed a us military base and blew up some boats

昨天就是这样发生的。他宣布暂停袭击并 soon 达成和平协议，然后伊朗轰炸了美军基地还炸毁了一些船只

he cant taco his way out of this shit show anymore

他再也无法用那种滑稽手段（taco）来收拾这个烂摊子了

图片: https://i.4cdn.org/biz/1785356512882456.png

no matter how attractive the dip looks, you just cant buy after a massive reversal on a fed day. you just cant. theres still so many people and so much money that still has to react to what just happened. tomorrow could look extremely ugly

不管回调看起来多有诱惑力，你绝不能在美债决议日（Fed day）出现巨大反转后买入。绝对不行。还有太多人和钱需要对这个刚发生的情况做出反应。明天盘面可能会极度难看

>>62538165

msft really saved teh day by... going back to what it was worth at 3pm? lmao

微软真是救了场……通过跌回它下午3点时的价格？笑死

>>62538150

Will spying on customers be enough for "premier" AI vendors to break even, let alone make big profits?

靠窥探客户数据，这些“旗舰”AI供应商就能打平收支了吗？更别提赚大钱了？

>>62538136

Saaaar Can I get your PERMISSION?

萨拉，我能得到你的许可吗？

>>62538174

by not doing the un-needful and pulling a -15% yes

只要别干那些多余的傻事，接受-15%的跌幅，是的

are you mad? bloody bastard

你疯了吗？混蛋

>>62538170

I expect a huge rebound Monday, but this week is legitimately fucked

我预期周一会有巨大反弹，但这周确实是彻底崩了

EARNINGS?????????

>>62538170

Remember I told everyone Friday's when you buy. I'm a retard with no knowledge at all, but it'll still be funny if I'm right. Not gonna spend a cent though.

记得我周五时告诉所有人该买入了吗？我是个完全不懂的蠢货，但如果我猜对了也挺好玩的。不过我一分钱都不会投。

>>62538115

I am amazed how retards think open weight models magically dont require compute or something.

我真是惊讶于那帮蠢货居然觉得开源权重模型就能 magically（神奇地）不需要算力或什么的。

It takes literally same amount of effort to make inference on chinese copy cat models and the actual frontier.

运行中国山寨模型和真正的尖端模型，所需的推理成本其实是一模一样的。

The fact that some software developer sperg from SF can now actually run it locally after dumping their yearly salary on compute and power bills doesnt change that fact

有些旧金山的软件极客（sperg）确实把年薪都砸在算力和电费上，现在能本地跑起来了，但这改变不了这个事实

>>62538126

OTM calls

虚值看涨期权（OTM calls）

图片: https://i.4cdn.org/biz/1785356667294841.jpg

goog dumped so msft could crab

谷歌暴跌是为了给微软让路

amazing market performance

精彩的的市场表现

>>62538061

openai funding cancelled would be hugely negative for MSFT since they already dumped so much into AltMan

如果OpenAI融资取消，对微软将是巨大的利空，毕竟他们已经在Altman身上砸了那么多

>>62538071

It's not polite to brag

吹牛是不礼貌的

>>62538184

I don't expect anything except more dumping.

我不指望别的，只Expect 更多的抛售。

Microsoft will most likely report FUCK YOU levels of CapEx just like everyone else actively investing on AI. Only Apple can save this shitfest of a week.

微软很可能也会像其他积极投资AI的公司一样，报告出“去你妈的”级别的资本支出（CapEx）。只有苹果能拯救这个狗屎般的星期。

>>62538020

The ones that you shouldve bought the starting of this month.

你应该在月初就开始买入的那只。

If you want to go haywire: PetroBras.

如果你想博一把疯的：巴西石油（PetroBras）。

>yields

图片: https://i.4cdn.org/biz/1785356746030129.jpg

>>62538187

Chinese compute is powered by the mighty yellow river its basically free compared to wasteful hated American compute

中国的算力由强大的黄河驱动，基本是免费的，相比之下美国算力既浪费又招人恨

>>62538154

Even now it's probably a safe overnight hold.

即使到现在，过夜持有可能也是安全的。

"Interesting" price action from the nips here

日股（nips）这里的走势“有意思”

图片: https://i.4cdn.org/biz/1785356769847236.jpg

>>62538197

Not with that openai stake kek

带着那个OpenAI持股就别笑了（kek）

I'm going to full port short dated calls if there is another leg down

如果再来一波下跌，我就全仓短线看涨期权

my life is over

我的人生完了

your life is over

你的人生完了

average persons life is over

普通人的生活完了

there will be mass suicide

会有大规模自杀

>>62538187

it undercuts business applications and lets business host their own inference rather than let oai or anthropic charge excessive amounts

它打击了商业应用，让企业能自行托管推理，而不是让OpenAI或Anthropic收取高额费用

>>62538195

Weekend taco will come. This is textbook trump dumping the market and telling his kikes to buy

周末的滑稽戏（taco）马上就来。这是教科书式的特朗普抛售市场，然后叫他的犹太佬（kikes）们去抄底

>>62538051

He has completely given up on winning the midterms. 4 more months of Bibi orders outweighs 2 years of lame duck presidency

他已经彻底放弃在中期选举中获胜的希望了。比比的命令再持续4个月，比跛脚鸭总统任期那2年更有分量。

>>62538178

They will have numerous monetization methods. OpenAI's first product is a speaker you talk to. There's ad revenue. They'll sell ai purposed products. Eventually you'll be able to buy a service that creates software for you. Need a text editor with a special set of features custom for your needs?

他们会有很多变现方式。OpenAI的第一个产品是一个可以对话的音箱。有广告收入。他们会出售专用的AI产品。最终你将能够购买为你创建软件的服务。需要一个具有适合你需求的特殊功能集的文本编辑器？

i just need one last exit pump for MU, just a single green day pleeeeeeeaseee jews

我只需要最后一次MU的拉升出货，求求了，给个单日阳线吧，上帝啊

图片: https://i.4cdn.org/biz/1785356849384338.jpg

how did we even dump from +0,5 to -2,5 on nasdog in 2 hours?

我们怎么在2小时内从纳斯达克+0.5跌到-2.5的？

>>62538207

Jensen said it's cheaper than building your own cluster tho

不过Jensen说这比自己搭建集群更便宜

>>62538198

I was thinking this week that I missed the train on those. Thanks for saving me from a bad investment. I'm not gonna gamble on huehues.

我这周还在想错过了那些机会。谢谢你让我避开了糟糕的投资。我不会去赌那些胡闹的东西。

>>62538207

It's obvious, Trump has to outlaw Chinese models. It's the only way

很明显，特朗普必须禁止中国模型。这是唯一的方法

>>62538187

the way someone smarter explained it to me is that the chinese models are more efficient because they have like better cache rates which means you don't need as much inference as decadent western slop and it gets the job done because most people just fuck with it for their homework and shit and the coding models are very close in performance to muh frontier models

一个更聪明的人这么跟我解释的：中国模型效率更高，因为他们的缓存命中率更好，这意味着你不需要像西方那堆堕落烂泥一样做那么多推理，而且因为大多数人只是用它们写作业或干些别的，所以能完成任务，且编程模型的表现非常接近那些所谓的顶尖模型

it's more reasonable to assume it will require less compute and demand will normalize because the models aren't getting much better now

更合理的假设是它将需要更少的算力，而且由于模型现在没太大进步，需求会趋于正常化

>>62538211

HAS ANYONE CHECKED DOW COMPUTER!!

>>62538187

Compute is pretty much a commodity.

算力基本上已经是大宗商品了。

Where is the pricing power? This is the central question. If there is no pricing power, if there is perfect competition, then this means there will be no profit. For there to be pricing power, there has to be a moat of some kind.

定价权在哪里？这是核心问题。如果没有定价权，如果是完全竞争，那就意味着没有利润。要想有定价权，必须存在某种护城河。

Also, you don't need to run an open weight model on hardware you own; you can rent hardware time.

另外，你不需要在你自己的硬件上运行开源权重模型；你可以租用硬件时间。

>>62538170

AMZN will rug on AI spending tomorrow. Korea will rug tonight.

明天AMZN会对AI支出进行踩踏。韩国今晚就会踩踏。

Friday maybe for starting dip buying is what I am looking at

我看好周五可能是开始抄底的时候

图片: https://i.4cdn.org/biz/1785356912020021.png

shadow trading big jeff's ghostfolio

暗中交易，复制大杰夫的幽灵资产组合

Anyone here actually losing life-altering amount of money?

有人真的在这里亏损到改变人生的金额吗？

图片: https://i.4cdn.org/biz/1785356929424942.png

>>62538207

Are there kimi k3 hosters that are US based right now, charging a low price, using their own (or rented) hardware?

现在有人提供基于美国、收费低廉、使用自己（或租用）硬件的Kimi K3托管服务吗？

>>62538186

the fed has likely turned markets for a while. its correction time. say goodbye to ath for a while

美联储很可能已经让市场转向一段时间了。现在是回调期。暂别历史新高吧

There were people betting on a hike on Kalshi to hedge their tech stocks.

有一些人在Kalshi上押注加息，以对冲他们的科技股。

>>62538206

Nah.

I'm just going to keep holding.

我就继续拿着不动。

It's not over until it hits $0.

除非跌到0，否则还没结束。

>>62538021

spacex shorts and oil calls recovering

做空SpaceX和买入石油看涨期权正在回血

never buying ai vaporware or its associated industries

永远不买AI空气股或相关产业

>>62538161

>sperm bottle

>精子瓶

Always cracks me up

总是让我觉得好笑

>>62538213

I have been thinking that for 4 months.

我这四个多月一直这么想。

I destroyed most of my NAV

我把大部分净资产都作没了

Still holding out btw

顺便说一句，我还在坚守

Hopefully that faggot baggie roped

希望那个傻逼接盘侠被套牢

图片: https://i.4cdn.org/biz/1785357005902982.png

>>62538085

SOXL KEKS

>dollar falls

>美元下跌

>bonds fall

>债券下跌

>stocks fall

>股票下跌

Interesting.

图片: https://i.4cdn.org/biz/1785357011835370.jpg

>>62538170

I didn't pay attention so I have no idea why my world index even went down by 2.5%

我没注意看，所以我完全不知道我的全球指数怎么会跌了2.5%

I'll probably just buy some more, I still have 30 minutes

我可能只是再买点，我还有30分钟

hello why no one talks about earnings? isn't to day the big day?

大家好，怎么没人讨论财报啊？今天不是重头戏吗？

THE OILERS THEY COME A RUMBLIN'

NO CHANCE TO HOLD EM DOWN

THE SNP IS TUMBLIN*

BUSSYS FACE DISPLAYS A FROWN

图片: https://i.4cdn.org/biz/1785357040216793.jpg

lrcx with a big beat and great guidance

LRCX 业绩大超预期，前景也很棒。

>>62538228

yes, it’s all on openrouter

是的，全是用 OpenRouter。

the us has the compute china doesn’t.

美国有中国没有的算力。

>>62538207

sure, business will build mini data centers in order to cut cost in the horizon of what? like 5-10 years? It takes massive amounts of compute if you want to run an actual operation and not just one guy talking to a bot.

没错，企业为了长远（比如5-10年内）的成本考量，是会建小型数据中心的。但如果你想跑真正的业务，而不是只有一个人跟机器人聊天，那就需要海量算力。

Then you need to pay people to maintain it, and god forbids a new better model gets released and you want to switch. - you probably need even more compute and huge time overhead to actually get it running on your cluster.

然后你还得付钱给人来维护它，而且万一出了个更好的新模型你想切换——恐怕你还需要更多算力和巨大的时间开销，才能真正在你的集群上跑起来。

Maybe worth it for top 10 megacorps who got their own models anyway and who have the hardware anyway

也许对于那些反正就有自己模型和硬件的前十大跨国巨头来说，这是值得的。

>>62538218

This would only mean that American companies outsource AI intensive work to jurisdictions where Chinese models aren't banned. What is Trump going to do, outlaw the use of any software that doesn't come with an audited certificate proving it wasn't written with the help of Chinese AI models?

这只会意味着美国公司把AI密集型工作外包给那些不禁止中国模型的司法管辖区。特朗普能做什么，禁止使用任何没有经过审核证书证明未借助中国AI模型编写的软件吗？

Bought 700p for fri on Monday for .3

周一以0.3的价格买了700份周五到期的期权。

:D

>>62538235

I'm impressed

我服了。

>>62538231

图片: https://i.4cdn.org/biz/1785357106574211.png

>>62538242

>t. out of touch tech illiterate retard

>t. 脱离科技潮流、对科技一窍不通的蠢货

There are anon which repeatedly bought the dip and are now lying in a pool of their own blood

有匿名用户多次抄底，现在正躺在自己洒下的血泊里。

图片: https://i.4cdn.org/biz/1785357130012914.jpg

>>62538242

yeah but if that’s cheaper than oai or anthropic then it’s retarded not to do it

是啊，但如果这比 OAI 或 Anthropic 便宜，那不做就是脑子有病。

if china can make a Claude copy 2 weeks after Claude releases then you’re gonna be fine

如果中国能在 Claude 发布后两周内做出一个复刻版，那你就会没事的。

lrcx winning bigly semis gonna keep winning

LRCX 赢麻了，半导体也要继续赢。

OIL Barons

石油大亨们。

WE UP

图片: https://i.4cdn.org/biz/1785357163384574.png

Why did the dow jones drop precipitously?

道琼斯指数怎么暴跌了？

Which of the hyperscalars do you guys think actually survive the AI bubble pop, resulting drawdown, and reputational damage?

你们觉得哪些超大型云厂商能在AI泡沫破裂、市场回调和声誉受损中活下来？

I know Oracle is cooked, Ellison is probably going to shoot himself.

我知道甲骨文（Oracle）要完蛋了，埃里森可能准备自杀了。

Idk, I think even if some of these companies make it through this shit, they'll be crippled and subject to competition from newer ventures.

我不知道，但我认为即使这些公司中的一些挺过这场烂摊子，它们也会元气大伤，面临新创企业的竞争。

BRAKING (sic) NEWS:

突发（sic）新闻：

>POTUS say US will hit Iran tonight

>总统说美国今晚将袭击伊朗。

BRAKING (sic) NEWS:

突发（sic）新闻：

>POTUS say US will hit Iran tonight

>总统说美国今晚将袭击伊朗。

BRAKING (sic) NEWS:

突发（sic）新闻：

>POTUS say US will hit Iran tonight

>总统说美国今晚将袭击伊朗。

>>62537944

-0.38%

This despite a -0.77% USD hit (my account is denominated in something else) so I'm very happy with it. Very little semi exposure

尽管美元指数下跌了0.77%（我的账户以其他货币计价），所以我非常高兴。我持仓中半导体暴露很少。

>>62538260

Google is the strongest

谷歌是最强的。

>FTNT

Remember when I told you niggers to buy this at ~$80?

还记得我告诉你们这些黑鬼在~$80附近买入的时候吗？

图片: https://i.4cdn.org/biz/1785357248863996.png

>>62538238

Yeah wtf lmao

是啊，真是莫名其妙，笑死。

In the next life I'll just buy gold without leverage

下辈子我就直接买黄金，不加杠杆。

>>62538260

GOOG, MSFT, too big to fail

GOOG, MSFT，大而不能倒。

META I think is the most likely to collapse

我觉得 META 最有可能崩溃。

Where's my favorite little wolf on wall street the bingtendo baggot at? He was so brazen and cocksure this morning surely he's not hiding in shame right now.

我喜欢的小狼王、Bingtendo 那个包揽者在哪呢？他今早还这么张扬、这么自信，难道现在正羞愧地躲起来吗？

It's quite a pity he chose to be a tendie instead of a Segachad, he'd be up 26% this month.

>他本可以成为 Segachad 却偏偏要当 tendie，真是遗憾，他这个月本来能涨26%。

图片: https://i.4cdn.org/biz/1785357332923794.jpg

>everything dropping because of overspending

>一切都因为支出过多而下跌。

I think the other side of that coin is that private equity is gonna soar. I’M BULLISH FOR BLUE OWL TOMORROW!

我认为硬币的另一面是，私募股权将会腾飞。我看好明天蓝 owl（Blue Owl）！

SaaS and private equity is the future. I’M NOT SELLING!

SaaS 和私募股权才是未来。我不卖！

图片: https://i.4cdn.org/biz/1785357343392590.jpg

>>62538105

Yes. You read that right. NVIDIA about to backstop a quarter trillion debt for their CUSTOMER who buys off them. For one fucking data Center.

没错。你没看错。英伟达准备为其客户——也就是自己公司的大客户——在单个数据中心上产生的3000亿美元债务做担保。操。

图片: https://i.4cdn.org/biz/1785357344550628.jpg

>>62538266

no need to gloat

别得意忘形

crwd panw and ftnt were obvious buys for those in the know and they did niggerpump but it's bad decorum to use those gains to dunk on the less fortunate

对于那些知情者来说，CrowdStrike、Palo Alto Networks和Fortinet这些股显然是买入目标，它们确实被拉升了（niggerpump），但拿这些收益去踩踏那些运气不好的人是很没品行的

I'm a stupid greedy pig who didnt sell a month ago

我是个蠢货和贪婪的猪，一个月前没卖

图片: https://i.4cdn.org/biz/1785357354131873.png

>>62538261

I'm so fucking glad I went cash... you guys don't get it I'm going to make fuck you money off buying the REAL dip when it finally gets here while you niggers blow up your gambling accounts

我真他妈庆幸我全仓持币了……你们不懂，等真正的暴跌真来临时，我要靠抄底赚得盆满钵满，到那时候你们这些黑鬼只会把自己的赌博账户爆仓

>>62538271

Microsoft is a joke though, at least in the software world. They've become IBM, which is really funny if you know the history of the company.

不过微软就是个笑话，至少在软件领域是这样。他们现在活成了IBM的样子，这对于了解公司历史的人来说真是好笑。

>>62538261

Hormuz is never reopening and I hope everyone has come to terms with that.

霍尔木兹海峡不会再重新开放了，我希望大家能接受这个现实。

lrcx beat and raise

力积电财报超预期并给出上调指引

arm beat and raise

Arm财报超预期并给出上调指引

>>62538212

What is the moat on the ancillary products? What is the mechanism that prevents competition? I don't see how a speaker connected to an AI has a moat.

周边产品有什么护城河？是什么机制防止了竞争？我没看出连接AI的音箱有什么护城河。

>There's ad revenue.

>有广告收入。

You don't think cramming ads into the AI will cause it to lose market share?

你觉得把广告塞进AI里不会导致它丢失市场份额吗？

>Eventually you'll be able to buy a service that creates software for you

>最终你将能够购买一种为你创建软件的服务

Isn't this what an AI model does? What is the "extra" service?

这难道不是AI模型正在做的事情吗？所谓的“额外”服务是什么？

Wait, I'm quite sure somebody here was shilling Infineon. I knew it was dumb, because their chips are mainly used for cars anyways.

等等，我敢肯定这里有人以前在吹Infineon（英飞凌）。我知道那很蠢，因为他们的芯片主要都是用在汽车上的。

1 SOXL costs less than $90

1份SOXL的价格还不到90美元

图片: https://i.4cdn.org/biz/1785357473160763.jpg

>>62538296

I'll buy when it hits $20

跌到20美元我就买

>>62538233

>I have been thinking that for 4 months.

>我这么想了4个月了。

1 months for me, i'm completely wrecked and still get fomo

我是4周，我已经彻底崩溃了，但还是会感到错失恐惧（FOMO）

When do Korean markets open, we need to save the Korean waifus from suicide!

韩国市场什么时候开盘？我们得拯救韩国那些可爱的二次元少女，别让她们自杀！

>>62538227

No. But explain this chart. It’s literally has a near infinite amount of off-ramps to sell.

不。解释下这张图吧。这里面 literally 有无数的退出渠道可供抛售。

>>62538293

They used to make ram but got heemed by the government for price fixing

他们以前做内存的，但因为价格操纵被政府搞死了（heemed）

>>62538296

Back in my day we sold SOXL at 70 dollars

想当年我们卖SOXL都要70美元

图片: https://i.4cdn.org/biz/1785357567575494.jpg

>>62538296

But the thing is, 1 SOXL will always be worth 1 SOXL

但问题是，1份SOXL永远等于1份SOXL

Kioxia going to have another -15% day.

铠侠（Kioxia）今天又要跌15%了。

>>62538290

OpenAI already do ads in the chat to a degree desu, say you ask about shoes it attaches links which I assume has a referral link or whatever from them

OpenAI已经在聊天框里一定程度地植入广告了desu，比如你问关于鞋子的东西，它就会附上链接，我猜那是他们的联盟营销链接之类的

>>62538288

it will reopen in 2028 with tolls

它会在2028年重新开放，并收取通行费

>>62538290

Your questions indicate you don't know how anything works. These are well established revenue models that will be used for profitability. It's not even a question.

你的问题表明你对任何东西的工作原理都不懂。这些是成熟且被广泛认可的盈利模式，将会被用于实现盈利。这根本不成问题。

So no one watches 30y bond and it is well above 5.2. American are fucked

看来没人关注30年期国债收益率了，它已经远高于5.2了。美国人完了

>>62538296

I'll buy at 40

我40美元买

>>62538300

I meant 4 weeks

我意思是4周

图片: https://i.4cdn.org/biz/1785357625685213.gif

>MSFT call not until 5:30

>微软看涨期权不是要到5:30才到期吗

Lazy ass bitch

懒死的婊子

all three semi companies beat and raise

这三家半导体公司都财报超预期并给出了上调指引

>>62538301

Anon, those chinks are literally going to crash that shit to 4k

匿名者，那些支那佬简直要把那玩意儿砸到4000点

Today was the generational bottom

今天就是历史性底部了

>>62538233

>>62538213

you're at the coping stage lol

你正在处于自我安慰阶段呢，哈哈

still a ways to go to hit capitulation.

还没到 capitulation（投降/认输）阶段，还早着呢。

>>62538308

Oh. I haven't used ChatGPT for quite a while, so I wasn't aware. I wonder if it has put users off.

哦。我好久没用ChatGPT了，所以没注意到。我猜这会不会劝退用户呢。

Man

Look at all these discounts.

看看这些折扣。

Feels like 2022 again

感觉像回到了2022年

>he shlurped

>他咕噜咕噜地喝

图片: https://i.4cdn.org/biz/1785357725501601.jpg

>>62538319

Nice, time to DUMP.

不错，该抛售了。

>>62538251

>t. thinks running a frontier model at corporate capacity is same as loading a 300M slop generator onto old gaming pc GPU

>t. 以为在企业级算力上运行前沿模型，和在老式游戏PC的显卡上跑3亿参数的垃圾生成器是一回事

>>62538313

>So no one watches 30y bond and it is well above 5.2. American are fucked

>所以没人关注30年期国债，收益率已经稳稳站上5.2了。美国人完蛋了

why?

>>62538323

its over

完了

we will all neck ourselves

我们都得去死

Why does anyone still own META?

怎么还有人持有META？

Does this look bullish to you?

这看起来看涨吗？

图片: https://i.4cdn.org/biz/1785357761050083.jpg

>>62538290

Dude thinks you can recover hundreds of billions selling a fucking speaker. I don’t know who’s thicker. Him. Or your for dignifying his mongo post.

这哥们居然以为卖个他妈的音箱就能收回数千亿美元。我不知道谁更蠢。是他，还是你居然还懒得搭理他那篇智障帖子。

>>62538227

I realized a 10% loss some weeks ago. My other positions should pump me out of that and maybe put me into +10%

我几周前意识到自己亏了10%。其他仓位应该能把我拉出来，甚至可能让我赚回+10%

just got of work. what happened? things looked fine at lunch?

刚下班。发生什么了？午餐时看着不是挺好吗？

图片: https://i.4cdn.org/biz/1785357848018069.png

>>62538330

I guess qcom technically didn't beat but what they're saying is. they're basically saying they replaced aapl with data centers and profited

我想高通在技术上没达标，但他们意思是，他们 basically 用数据中心替代了苹果，并以此获利

>>62538279

people have been buying credit default swaps on niggervideo. they really might blow up because of that faggot retard dish washer Asian doing all this stupid shit and really amping up all the degenerate coke fueled retard debt

人们一直在买入niggervideo的信用违约互换。他们真的可能因为那个傻逼洗碗的亚洲弱智干的所有蠢事而崩盘，真是把那些因吸毒而疯狂的债务杠杆推向了极致

图片: https://i.4cdn.org/biz/1785357885151248.png

>>62538341

It over

结束了

>>62538341

i bought another slurp so they dumped

我又买了一个slurp（品牌饮料），结果他们抛售了

>>62538341

Markets pricing in Kevin Warsh being a gay retard

市场给Kevin Warsh定价为gay弱智

>>62538227

there's a few posters that went all in on dram with $500k+ lol

有几个帖子博主全仓押注dram，金额50万美元以上，哈哈

>>62538305

Its going back to $20

它会回到20美元

图片: https://i.4cdn.org/biz/1785357936320493.jpg

>>62538336

>spending is le bad

>支出是坏的

Something that's always confused me about google/meta is that their revenue is ad based

一直让我困惑的一点是，谷歌/meta的收入是靠广告

I don't believe for a fucking second that there's that much money in ads, where's the return on investment for people buying them?

我完全不信广告里有那么多钱，人们买广告的投资回报率在哪？

I know I'm probably just missing something about the advertising market, but the numbers just do not make sense to me, especially with how consumer spending is contracting.

我知道我可能只是漏掉了广告市场的某些关键信息，但这些数字对我来说根本说不通，尤其是在消费者支出萎缩的情况下。

WHY IS IT DUMPING WTF

*bzzt* *bzzt*

*哔哔* *哔哔*

>>62538336

Meta is in reality a propaganda and intelligence corporations, ad money and ai are just vehicles to ship code to suckers.

Meta本质上是一家宣传和情报公司，广告收入和AI只是把代码运送给傻瓜的工具。

>>62538242

You don't need to run it on your own hardware. You can rent time on someone else's hardware.

你不需要在自己的硬件上运行。你可以租别人的硬件时间。

>>62538352

you don't realize how tragically dumb the average person is. the average person doesn't know an ad isn't a website and will click and buy. yes there are really people like that a lot of them

你没意识到普通人有多可悲的愚蠢。普通人不知道广告不是网站，也不会点击购买。是的，真的有很多这样的人

>>62538242

You sound like IBM before the PC

你听起来像PC时代之前的IBM

>more KOSPI circuit breakers tonight

>今晚KOSPI要触发熔断

Will be fun.

会很有趣。

>>62538336

META is dead.They laid off too many people and spiraled their death.

META死定了。他们裁了太多人，导致加速走向死亡。

>>62537944

-4.06% today.

今天跌4.06%。

WTF happened. Rates are unchanged, so everything just eats shit all at once?

到底发生了什么。利率没变，所以所有东西就一起完蛋了？

Will KOSPI go lower 2 night. Call it.

KOSPI今晚还要跌。我就这么说了。

图片: https://i.4cdn.org/biz/1785358123815444.jpg

>>62538336

Maybe they should try doing the Metaverse again

也许他们该试试再做一次元宇宙

>>62538367

Thursday is the day to play kospi

周四是炒作KOSPI的日子

>>62538360

Being shown an ad is like having the site pimp you out on the corner, I hate it.

看到广告就像网站在街角把你卖身一样，我讨厌它。

I adblock everything, and for the last 16 months, I've exclusively watched shit off of my home server via plex.

我屏蔽了所有广告，过去16个月，我 exclusively 通过家里的Plex服务器看东西。

Fuck ads, if you have to sell ads to eat, I want you to starve.

去死吧广告，如果必须卖广告才能吃饭，我希望你饿死。

>>62538367

Yes, how is that even a question?

是啊，这甚至是问题吗？

>>62538367

Yeah they have to sell. It’s going back to 3000.

是啊，他们必须卖。它会回到3000点。

>FED decided not to hike nor cut

>美联储决定不加息也不降息

this is so fucktarded, what the fuck?

这他妈太蠢了，搞什么鬼？

图片: https://i.4cdn.org/biz/1785358184457359.png

>>62538363

Some said

有人说

>Id's de lost quarder :DDDD

>ID是失传的四角兽 :DDDD

About KOSPI and it really made me think.

关于KOSPI，这让我真的深思了一下。

Until they have a lost decade it's still a really long way off

直到他们陷入失去的十年，那离现在还远着呢

Thinking back META feel like the smoking gun when Zuck was talking about selling excess computing and the first big dump happened, so fuck that nigger

回想起来，META就像那个决定性证据，当Zuck谈到出售多余算力且股价第一次大跌时，去他妈的那个黑鬼

>>62538352

>I don't believe for a fucking second that there's that much money in ads,

>我不相信广告里有那么多钱，

nigger, do you not see how many ads are embedded into literal every aspect of your life. its legalized hypnosis. if they spam shit in front of your eyes, you will inevitably buy something. maybe you dont buy anything because youre a shutin loser but normal people will. its what this economy runs on actually. niggers need to spend. they want you to spend more. every time you buy something that a corpo makes for pennies and sells to you for dollars, a jewish angel gets its wings. and you buy a red bull. you wont ever get your wings though.

黑鬼，难道你没看到广告渗透到你生活的方方面面吗。这是合法的精神控制。如果他们在你眼前狂轰滥炸，你迟早会买东西。也许你不买是因为你是个家里蹲废物，但正常人会买的。这经济实际上就是靠这个运转的。黑鬼们得花钱。他们想让你花更多。每次你买公司花几毛钱生产却卖你几美元的东西，一个犹太天使就长出了翅膀。然后你买了红牛。但你永远不会长出翅膀。

>>62538377

>>62538377

>>62538377

>3 digit sneed disk

>三位数的Sneed硬盘

图片: https://i.4cdn.org/biz/1785358230850613.jpg

>>62538370

The average person will never know any of this or even think about it. Yeah I install opener on my home router and block adds network wide and in my browser. The average person would not even begin to know any of this stuff in infinite timelines. Ad revenues aren't going anywhere but up

普通人永远不会知道这些，甚至不会去想。是的，我在家里路由器上装了openwrt并在网络层面和浏览器里屏蔽广告。普通人在无限多的时间线里都不会开始知道这些。广告收入只会涨不会跌。

>>62538388

>opener

*openwrt lol funny autocorrect man

*openwrt lol 该死的自动更正

>>62538366

I guess they priced in a different scenario.

我想他们定价时考虑了另一种情景。

>>62538374

isn't that what the prediction markets were guessing? why wasn't that priced in? do goyim speculators really depend on everything going perfectly or else they go bankrupt?

这不是预测市场预测的那样吗？为什么没计入定价？难道非犹太裔投机者真的指望万事俱备，否则就破产吗？

>>62538344

Early days. The buyers are speculators buying distress. But the world’s supposedly greatest most valuable company. Having such a sudden spike in their CDS basis points. But is yet another alarm. Oracle is about 2.15% (insurance per year to insure the principle). That’s not that far off the bonds credit spread over treasuries. And it’s getting worse.

还是早期阶段。买家是趁低吸纳的投机者。但号称世界上最伟大的最有价值的公司。CDS基点突然飙升。但这又是另一个警报。Oracle大约是2.15%（每年保证本金的保险费）。这与国债信用利差相差不远。而且情况在恶化。

Why hold a bond where the insurance is close to what it yields? You don’t. You dump that shit. I’ve seen a few fucking fish brains here actually RECOMMEND Oracle today! It’s amusing. They genuinely don’t know how fucking stupid they are. But the writing is in the wall. How far the narrative has fallen in just two months.

为什么还要持有保险成本接近收益率的债券？你不应该持有。你直接抛售那堆垃圾。我真他妈看到这里有些鱼脑今天竟然RECOMMEND Oracle！这很有趣。他们真心不知道自己有多蠢。但迹象已经很明显了。才两个月，叙事就堕落到这种地步。

Remember that. Two months ago. AI was the shit. Now look at it. Pay attention.

记住这一点。两个月前。AI是最棒的。现在看看它。留意一下。

>>62538379

I can't remember the last time I saw an ad. I'm not joking, I don't watch TV and adblocker blocks all of that shit when I'm on the internet.

我记不清上次看到广告是什么时候了。我没开玩笑，我不看电视，当我上网时，广告屏蔽器挡住了所有那些垃圾。

look at this great soijak ai made for me. idk. this seems like world changing tech to me. it completely killed the 'jak market. anyone who says their is an ai bubble is full of shit.

看看这个soijak（傻屌）为我做的AI。不知道。这在我看来像是改变世界的技术。它彻底消灭了'jak市场。任何说存在AI泡沫的人都是胡扯。

图片: https://i.4cdn.org/biz/1785359411383495.png

>>62538253

That's me. I used all my powder like two weeks ago.

那是我。我两周前就用光了所有的粉末。

Cool thread

不错的帖子

图片: https://i.4cdn.org/biz/1785359787624369.jpg

>>62538203

looks like a heartbeat

看起来像心跳

>>62538523

which ai and what prompt did you use to make it keep the mspaint look? normally when I see ai memes they look too slick and averaged out

用的是什么AI，什么提示词让它保持这种MS Paint风格的？通常我看到AI生成的表情包看起来都太光滑、太平均化了

>>62538555

He used Gemini

他用了 Gemini

Kek baggies

凯克密封袋

图片: https://i.4cdn.org/biz/1785364258211981.png