/smg/ - Stock Market General

Broken Edition

崩坏版

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/ >>62538377

此前在/smgb/上 >>62538377

图片: https://i.4cdn.org/biz/1785365673858166.jpg

> futures

>期货

附件: https://i.4cdn.org/biz/1785365832089380.webm

>memory and semi is dead based on nothing but vibes

>记忆和半导体系列的死因纯属基于直觉的瞎猜

I gambled in the casino but lost.

我在赌场赌博但输了。

图片: https://i.4cdn.org/biz/1785365838361166.jpg

Any Taskforcers in the chat?

聊天室里有任何突击队成员吗？

>>62539003

VT CHADS!

TIME TO BUY!

图片: https://i.4cdn.org/biz/1785365879119133.jpg

Going to buy Monday spy calls on Friday.

打算周五买入下周一到期的看涨期权。

MicroSLOP does NOT bring me joy.

微软（MicroSLOP）根本没给我带来任何快乐。

I hate them so much it's unreal.

我恨它们恨得离谱。

Shitty third-rate companies get rewarded while the companies legitimately pushing the edge of what's possible get punished. Life is so profoundly unfair.

劣质三流公司受到奖励，而真正推动可能性边缘的公司却受到惩罚。生活是如此地不公平。

图片: https://i.4cdn.org/biz/1785365919091802.jpg

>>62539003

I told everyone to long gold this morning while it was dumping but no one listened. Warsh will never raise rates, he is bluffing there will be more inflation and no rate hikes.

今天早上黄金在抛售时我告诉所有人做多黄金，但没人听。沃什永远不会加息，他是在虚张声势。通货膨胀会加剧，不会有加息。

图片: https://i.4cdn.org/biz/1785365943872987.jpg

>>62539016

>SEMIS

图片: https://i.4cdn.org/biz/1785365958526984.jpg

>>62539022

VALUE

A

L

U

E

>>62538804

>Was right about the pump

>关于拉升是对的

>didn't get in again

>没再入场

Before another anon throws his money away on DRAM again, I'm going to give you guys a portfolio that works for most markets.

在另一个匿名者又把钱扔给DRAM之前，我要给大家一个能在大多数市场都有效的投资组合。

Value and momentum are often negatively correlated. Especially small cap value being negatively correlated with momentum. You can take advantage of this, and trim profits every quarter. Every time you trim them,you pocket that.

价值和动量通常是负相关的。尤其是小盘股价值与动量呈负相关。你可以利用这一点，每季度削减部分利润。每次削减，你就把那些钱装进了口袋。

Managed futures are an additional diversifier

管理期货是额外的分散化工具

International diversficaton is worth it. it lowers your drawdowns significantly

国际多元化是值得的。它能显著降低你的最大回撤

I'll give you a sample portfolio:

我给你一个示例投资组合：

>50% VT or AVGE

>20% momentum ETF like SPMO of VFMO

>20%动量ETF，比如SPMO或VFMO

>10% value ETF like AVUV or AVGV

>10%价值ETF，比如AVUV或AVGV

>20% RSBT (stacked bonds and managed futures as your hedge)

>20% RSBT（用堆叠债券和.managed futures作为对冲）

You would have your drawdowns cut in more than half compared to like SP500, and still catch 90% of the upside. Like if SP500 draws down 20%, you'll drawdown like 8%. If SP500 goes up 20%, you'll go up 18%, but that's being very vague and general.

与标普500相比，你的回撤会砍掉一半以上，同时还能抓住90%的上涨空间。比如标普跌20%，你大概只跌8%；标普涨20%，你涨18%。当然，这话说得比较笼统。

You don't have to think with this portfolio. Just rebalance every quarter or year. 50% total market is your core, 20% momentum is your gains engine, 10% value is the other end of the barbell for your momentum engine to balance it out, and RSBT is your stacked hedge, that makes your 20% hedge allocation have a 40% notional weight because it''s leveraged. with the stacked hedge, it works out like a 60/40

你这组合根本不用操心动脑。每个季度或每年再平衡一下就行。50%总市场是你核心，20%动量是收益引擎，10%价值是动量引擎的另一端用来平衡它，RSBT是你堆叠的对冲，因为加了杠杆，它让你的20%对冲配置拥有40%的名义权重。有这个堆叠对冲的话，效果差不多相当于60/40股债平衡。

Sensitive to upside, and hardened to downside. I would recommend this portfolio to anybody.

对上涨敏感，对下跌抗揍。我推荐给任何人。

图片: https://i.4cdn.org/biz/1785366039538007.jpg

>>62539015

i get it, he sad becuz he got some semi bags

我懂，他哭是因为手里拿着一些半死不活的股票（sem bags，指亏损但没清仓的股）

>>62539022

>Life is so profoundly unfair.

>生活是如此地不公平。

Always have been, always will be. Cope and seethe Microsoft chads stay winning!

一直如此，以后也会如此。忍着吧，微软大神的统治地位不可动摇！

图片: https://i.4cdn.org/biz/1785366095353752.png

Market dumping after the pump because a rate hike is being priced in for September. The market is retarded. Warsh is a huge pussy that will never raise rates.

市场在拉高后抛售，因为9月加息的预期已经定价进去了。市场真是傻X。鲍威尔是个大怂包，永远不会加息。

图片: https://i.4cdn.org/biz/1785366143317718.jpg

I'm down over a quarter mil lmao

我亏了超过25万，哈哈哈

Financially speaking how do I tell my girl I want her to roleplay as my little sister

从理财角度，我该怎么跟我女朋友说我想让她扮演我的小妹妹？

Micron has brought me to ruin

美光让我血本无归

图片: https://i.4cdn.org/biz/1785366172980504.png

>>62539024

Based Napoleoncoiner

基于拿破仑币友

图片: https://i.4cdn.org/biz/1785366187367673.jpg

>>62539016

big money dumping so they can resume the bull run next month then dump on you again on opex day

大资金在抛售，以便下个月恢复牛市，然后在OPEX（期权到期日）那天再次收割你

>>62539003

>soxl is now in double digits

>SOXL现在已经是双位数了

wew wasn't it 300+ a few weeks ago?

我擦，几周前不是300多吗？

>spacx

will it dump below the 110 support tomorrow?

明天它会跌破110的支撑位吗？

图片: https://i.4cdn.org/biz/1785366276447883.jpg

>>62539022

The craziest shit is that it reported earnings down in everything but it's AI cloud service and shares pumped. But memory, which is needed for these cloud data centers, dumped despite also reporting strong earnings.

最扯淡的是，它除AI云服务外其他所有业务盈利都下滑了，但股价却大涨。而云数据中心所需的内存板块，尽管财报也强劲，股价却下跌了。

Explain me like a retard (yes I am) why Nvidia credit swaps are a bad thing.

像个傻X一样给我解释一下，为什么Nvidia的信用互换（credit swaps）是件坏事。

图片: https://i.4cdn.org/biz/1785366331066339.png

>>62539045

Thanks. Here is the back

谢谢。这是背景信息

图片: https://i.4cdn.org/biz/1785366335273318.jpg

>>62539049

Not really. It pumped because capex isn’t increasing and they are still free cash flow positive

不完全是这样。它上涨是因为资本支出没有增加，且它仍然保持正自由现金流

kospi opening green

韩国综合指数开盘上涨

Don't worry anon Watching your portfolio get raped isn't so bad the 2nd time around. You'll get used to it.

别担心，匿名者。看着你的投资组合被强奸第二次也没那么糟糕。你会习惯的。

图片: https://i.4cdn.org/biz/1785366359692492.jpg

>>62539039

I'll look into semis once they fall around a sub 25 p/e, Simply not interested atm too much money has been made. Now Trillions must be lost before shit turns around.

等半导体板块跌至低于25倍市盈率时我会看看，目前没兴趣，已经赚够钱了。现在得亏掉几万亿，情况才会好转。

图片: https://i.4cdn.org/biz/1785366371810129.png

>>62539053

You’re still hoping it’s gonna suddenly reverse? Seriously?

你还在指望它突然反转？认真的吗？

>>62538880

>86k to 28k and counting

>从8.6万跌到2.8万，还在继续跌

SNXX anon why...

SNXX的匿名者，为什么...

图片: https://i.4cdn.org/biz/1785366413708506.jpg

>>62539052

Because of azure, yes.

因为Azure，是的。

it'd be funny to see intel trade around 20-30 again.

看着英特尔回到20-30美元区间交易会有趣极了。

图片: https://i.4cdn.org/biz/1785366425095644.jpg

>>62539055

You either dance with the SOXL devil or you don't.

你要么与SOXL之魔鬼共舞，要么就别碰它。

I BOUGHT BACK IN

WEE WERE MADE FOR EACH OTHER

I DONT WANT STABILITY I WANT YOUUUUUUUU

图片: https://i.4cdn.org/biz/1785366488834956.png

>>62539050

people who are losing their job to ai have nothing to lose and will try to kill ai before it arrives as it's their only hope

那些因AI而失业的人无所畏惧，他们会试图在AI到来之前毁掉它，这是他们唯一的希望

>>62539051

How much is it? And W2C?

多少钱？W2C是什么？

>>62539059

No because they didn’t overspend. Google dumped because they are cash flow negative and increased capex. Capex not increasing is not bullish for chips. It’s bullish for MSFT being profitable

不是，因为他们没有过度支出。谷歌抛售是因为他们现金流为负且增加了资本支出。资本支出不增长对芯片股并非利好。对MSFT盈利增长倒是利好

guys, i learned my lesson. im just gonna stick to etf now. ftec and voo. now i just need the market to pump back to new ath so i can sell.

兄弟们，我长记性了。以后我就只搞ETF了，FTEC和VOO。现在我就等市场涨回历史新高，好趁机出货。

>>62539061

The devil (David SOXL) will never get me!

恶魔（David SOXL）休想打倒我！

图片: https://i.4cdn.org/biz/1785366614700682.gif

>>62539069

and GOOG is almost back to predump levels because the market is wrong every time and knee jerk reacts like a women on her period

而且GOOG几乎已经回升到抛售前的水平了，因为市场每次都是错的，反应就像女人来大姨妈那样过度敏感。

Good lord SOXL is the gift that keeps on giving. The highest highs and the lowest lows and those lows are soul crushing.

老天爷啊，SOXL真是这份永不停歇的礼物。最高的高点和最低的低点，而那些低点简直让人灵魂粉碎。

图片: https://i.4cdn.org/biz/1785366633980324.png

>>62539068

You can find them on eBay for decent prices sometimes. Just after you buy it, make sure to weigh the coin and measure the diameter to make sure it’s real. Here is the price I paid on eBay for it.

你有时候能在eBay上以合理的价格买到它们。买完之后，记得称一下硬币的重量并测量直径，以确认真伪。这是我当初在eBay上付的价格。

图片: https://i.4cdn.org/biz/1785366663477945.jpg

JEPI and JEPQ dividends arrive next week. Thank you Mr. JP Morgan.

JEPI和JEPQ的下周发放股息。感谢摩根大通先生。

>>62539069

Yes, because of Azure.

是的，因为Azure（Azure云服务）。

>>62539050

First of all. They aren’t NVIDIA CDS. They are CDS in NVIDIA bonds (money they have borrowed to lend to clients to buy their services or goods). Second. They are neither bad nor good. You can buy CDS. Which is just insurance on literally and type of debt.

首先，这不是英伟达的CDS，而是英伟达债券的CDS（即他们借来借钱给客户购买其服务或商品的资金）。其次，它们既不好也不坏。你可以买CDS，这本质上就是针对各种债务的保险。

That’s not the point. The point is it’s risen. And not gradually. That doesn’t trouble markets. Suddenly. For a comp that was supposed to be not just bullet proof. But not in need of having to issue debt to begin with. Because they were such cash machines that their free cash flow could finance any investment that no other companies on the planet could (essentially straight out of pocket). But they can’t. And THATS THE POINT. Do you understand now?

重点不是这个。重点是它涨起来了，而且不是稳步上涨，是突然暴涨。这并不会让市场担忧。对于一个本该刀枪不入、甚至根本不需要发行债务的公司来说，因为它现金流充沛得像台印钞机，其自由现金流足以资助任何投资，不需要像其他公司那样（基本上是自掏腰包）。但现在它不行了。而这才是重点。你懂了吗？

>>62539086

c deez nuts gaylord LMAO

c你大爷的 gaylord 笑死我了

>>62539060

>tfw no yani neko gf

>tfw没有亚尼猫咪女友

it hurts way more than this week's gigantic red dildo up my port

这比这周那个巨大的红色振动棒插进我肛门还疼

>>62539082

> only make sure that it's fake AFTER you buy it

>只确保买完之后它是假的

idk, seems like a great way to get scammed

我不知道，这看起来是个超级容易被骗的方式

>>62539003

>The Bubble getting K-Pop'd hasn't even hit the US yet and I can't move to liquidity.

>K-Pop（空袭/暴跌）还没打到美国，我却无法转移到流动性资产上。

图片: https://i.4cdn.org/biz/1785366832927915.jpg

>>62539058

there's no way I could have ever forseen a $1,350+ per share price decline in the span of four and a half weeks, it is what it is

我真没法想象在四周半的时间里股价每股会跌1350美元以上，事已至此吧

I thought $1,440 was the bottom at first, I mean that's like a $900 per share drop already

我一开始以为1440美元就是底部了，意思是已经跌了大概900美元每股了

then I thought ~$1,225-$1,240ish would be the bottom

然后我以为~1225-1240美元左右会是底部

then $1k

然后是1000美元

图片: https://i.4cdn.org/biz/1785366837985548.png

>>62539093

eBay has great return policy

eBay的退货政策很赞

>>62539093

If the seller has good ratings you are not being scammed. Measurements just have to match what’s on Numista. These coins are super hard to fake because gold has such a unique weight.

如果卖家评价好，你就不会被骗。测量数据只要和Numista（钱币数据库）上的一致就行。这些硬币造假非常难，因为黄金的重量非常独特。

https://en.numista.com/8249

>>62539096

Surely this stock can't bottom anymore.

这只股票肯定不能再跌了。

>Meanwhile the stock

>与此同时股价

图片: https://i.4cdn.org/biz/1785366962885425.gif

>>62539082

I’ve got about 270k in gold physical.

我手头大约有27万（美元/人民币）的黄金实物。

Never EVER buy gold online. This stupid cunt is probably holding trash and doesn’t know it. Go to your local most reputable dealer with a long history and reputation. End of story. I’m in a small European country. And my dealer literally has a James Bond underground vault. Why the fuck would you take this chance. It’s like buying bitcoin off a Jeet online.

永远不要在线买黄金。这个蠢货持有的估计是假货还自己不知道。去当地最有信誉、历史悠久的经销商那里。结局已定。我住在一个小欧洲国家，我的经销商甚至有詹姆斯·邦德那种地下金库。你他妈为什么要冒这个险？这就像从网上的Jeet（韭菜）手里买比特币一样。

>>62539098

ebay has a shit return policy

eBay的退货政策简直一坨屎

>>62539095

You're not allowed to get out.

你不准退出来。

图片: https://i.4cdn.org/biz/1785366986515988.jpg

>>62539090

Moron

>>62539096

I think this is a lesson in that the markets don't operate on fundamentals anymore. It's really just money shifting from one AI play to another (semis to saas). The only question at this point is if the entire house of cards will come down at some point, or will the music keep playing for the forseeable future.

我觉得这 lesson 说明了市场不再以基本面运作。这真的只是资金从一种AI概念转移到另一种（从半导体到SaaS）。目前唯一的问题是，这座纸牌屋究竟会在何时坍塌，还是说音乐会在可预见的未来继续播放。

>>62539031

Rate my portfolio

帮我评估一下我的投资组合

50% JEPQ

25% PVAL

25% SGOV

On big dips sell SGOV to buy PVAL and JEPQ

在大跌时卖掉SGOV，买入PVAL和JEPQ

https://testfol.io/?s=frX3jmxVaTb

>>62539096

I hope you are selling calls at least

我希望你至少还在卖看涨期权

>>62539105

Dumbass if you get a counterfeit coin you will always get your money back ebay Jews sellers all the time. Most of the time you don't even have to prove anything. Try selling shit on eBay it fucking sucks cause nogs try and scam YOU with the returns.

傻逼，如果你收到假币，你总能拿回钱，eBay犹太卖家老是这么干。很多时候你根本不需要自证清白。去eBay上卖垃圾试试，那真他妈烂透了，因为那些白痴会通过退货来骗你。

>>62539104

In America it’s hard to find old gold coins so I have to buy online from Europe. I get my stuff tested and it all comes back real gold.

在美国很难找到旧金币，所以我必须从欧洲网上购买。我会把东西拿去检测，结果都是真金。

图片: https://i.4cdn.org/biz/1785367191024357.jpg

Man if I had just done what MU anon did, a 10% trailing stop loss on all my positions in mid June, then I'd still be at like $130k+ networth. I'm in 5 figure hell now. Even a 20% or 30% stop loss would've protected me soooo much.

哎，如果我在6月中旬像MU匿名者那样，在所有持仓上设置10%的追踪止损，那我现在净资产还有13万美元以上呢。我现在深陷五位数的痛苦中。哪怕设置20%或30%的止损，都能让我好受得多。

>>62538880

Grim. Your portfolio is now down for the year isn't it? This your last hope to make your money back?

真惨。你的投资组合今年应该是亏的吧？这是你回本的最后一搏了吗？

>>62539049

It's because I am holding it. Sorry about that.

因为我一直在拿着。抱歉哈。

>>62539109

>i've been found out!

>我被发现了！

>>62539118

fucking ebay niggers charge me money to send returns and don't refund it until whenever, amazon gives me free returns and refunds right away

他妈的eBay那些黑鬼收我退货的运费，退款还拖到不知什么时候，亚马逊却给我免费退货并马上退款

>>62539130

Ya I don't think you can buy coins that anon wants on Amazon though and any company is gonna lose when comparing customer service to Amazon desu

是啊，我觉得你不可能在亚马逊上买到那个匿名者想要的硬币，而且任何公司在客服方面跟亚马逊比都得输，desu

>>62539104

DO NOT DO THIS PHYSICAL GOLD IS A SCAM

During the 08 crisis I had to liquidate a few bars and the local shop offered me 20% under spot. I told him no way in hell I was doing that and he put a gun in my mouth and told me I didn't blow him he'd paint the walls of his shop with my brains. I sucked him off to completion and had to take my bars to the next city over. Wasted like 30 dollars worth of gas and still had to sell 5% under spot. Paper GOLD IS MUCH MUCH SAFER And you don't have to worry about wasting your time and has money.

08年危机期间，我被迫清算了几根金条，当地店铺报价比现货价低20%。我坚决不干，他把枪顶在我嘴里，说不舔他就把我的脑浆涂满店里的墙。我给他舔到满意为止，不得不把金条带到隔壁城市。白白浪费了30美元的汽油钱，最后还是得按现货价打95折出售。纸黄金安全多了，还不用操心浪费时间精力和金钱。

where my Food stock chads at?

我的Food股票大佬们在哪？

I was shilling GIS at around 32 bucks to you guys a couple months ago

几个月前我就向大家极力推荐GIS，当时价格是32美元左右

Im super conservative and the only tech stocks I would consider holding rn are GOOG and MSFT

我超级保守，目前我只会考虑持有GOOG和MSFT这两只科技股

>>62539003

THE WHOLE MARKET GOT DRAGGED BY META. FUCK OFF, ZUCK

>>62539135

wait a minute isn't that the plot of pulp fiction?

等等，这难道不是《低俗小说》的剧情吗？

>Wall Street Journal citing U.S. sources: CENTCOM commander option aims to execute broad escalation of the war with Iran

>《华尔街日报》援引美国消息人士： CENTCOM指挥官的选项旨在对与伊朗的战争实施大规模升级

>WSJ: Officials say Israeli forces could be included if the US returns to major combat operations against Iran

>WSJ：官员表示，如果美国重新对伊朗开展大规模战斗行动，以色列军队也可能被卷入

sell everything you have, oil is going to 150. if the jews join they're going to bomb every iranian oil field they can, and the iranians will heem all ME oil production for the rest of the year in return. SELL YOUR KIDNEY MONDAY

把你所有的东西都卖掉，油价将涨到150。如果犹太人也参战，他们会轰炸所有能找到的伊朗油田，作为报复，伊朗人将把剩余一年的中东石油产量全部炸毁。周一卖掉你的肾吧

图片: https://i.4cdn.org/biz/1785367740670540.jpg

>>62539135

You're actually retarded, fuck off.

你脑残吗，滚蛋

>>62539115

pval and jepq have a somewhat similar portfolio. you aren't getting any additional diversification by holding both.

pval 和 jepq 的持仓组合有点相似。同时持有这两只基金并不会给你带来额外的分散化效果

>>62539135

I’m longing paper gold right now so you’re not wrong. But everyone should have a physical stack too.

我现在正在做多纸黄金，所以你说得没错。但每个人都应该持有一堆实物黄金

图片: https://i.4cdn.org/biz/1785367844332622.jpg

>>62539147

8% overlap and 0.7% correlation . JEPQ has all the big tech stocks and PVAL doesn't. What would be less correlated that still has great returns and low drawdown?

重叠率8%，相关系数0.7。JEPQ 持有所有大型科技股，而 PVAL 没有。什么样的资产既能保持低相关性，又能获得高回报和低回撤？

(无正文)

图片: https://i.4cdn.org/biz/1785368064831009.jpg

> NEW: The U.S. has bombed a pier in Sirik, which it had already bombed 11 previous times

> 新闻：美国轰炸了叙利亚的塞雷克港，而此前他们已经炸过这里11次

what's the >futures for this?

这未来的走势如何？

>>62539154

pvals top holdings are microsoft, apple, and amazon

pval 的前三大持仓是微软、苹果和亚马逊

>>62539163

you'd figure that by the 4th or 5th time they'd have hit the targets that they wanted to hit. why can't americans aim.

我都猜到了，打到第四或第五次的时候他们就该达成目标了。美国人这瞄准技术也是没谁了

>>62539163

right around kospi open as predicted lol

正好在 kospi 开盘的时候，如我所料，哈哈

my physical VIX is starting to break through my roof, what can I do about this?

我屋里的实物 VIX（恐慌指数）快顶破屋顶了，我该怎么办？

looks like the market has grown tired of the obvious Iran strikes market manipulation

看来市场对伊朗袭击这种明显的操纵行为已经厌倦了

>>62539164

Which aren't really ai tech slop and that's only the top 3. JEPQ is mostly AI tech slop. What do you suggest as an alterative that doesn't have a 50% Max Drawdown

那可不是什么 AI 科技垃圾，那才只是前三大持仓。JEPQ 大部分都是 AI 科技垃圾。你有什么建议，既能避免50%的最大回撤，又有不错的回报？

>>62539172

If tacos don't work, missiles won't either

如果 tacos（塔可饼/导弹昵称）都不管用，导弹也照样不行

>physical KOSPI tried to escape from the basement again

> 实物 Kospi 试图再次逃离地下室

图片: https://i.4cdn.org/biz/1785368447363062.png

>>62539178

well it was to crush kospi and that did work for the time being so...

好吧，本来就是为了打压 kospi，而且暂时也确实起作用了，所以……

thoughts on triple kopsi breaker

对三倍杠杆做空 Kospi 的看法？

>>62539032

computers are fucking WORTHLESS, soxl to -10,000

电脑真是他妈的废物，SOXL跌到负一万

Fuck I sold MSFT call spreads at 420 short strike

操，我在420短行权价卖出了微软（MSFT）看涨期权价差

图片: https://i.4cdn.org/biz/1785368591127654.jpg

>>62539184

I put too much salt in my meatballs the other day. Did the missiles cause that too?

前两天我肉丸盐放太多了。是因为导弹导致的吗？

>>62539031

Can i change rsbt into jpfp+sgov when i implement this?

我实施这个策略时可以把RSBT换成JPFP+SGOV吗？

Can you guess what time it almost is?

能猜出快接近什么时间了吗？

Oh yea..

哦对..

图片: https://i.4cdn.org/biz/1785368701719625.png

>>62539189

if the Iran war was stressing you out it could be why. this is why I've become unresponsive to life. it's all a simulation to annoy you. nothing annoys the simulation more than ignoring it back

如果伊朗战争让你压力很大，那可能是原因。这就是为什么我变得对生活麻木。这都是一场旨在惹恼你的模拟。没有任何事比无视它更能惹恼这场模拟了

>>62539047

Bull run probably won't be again for a few months. I see a crabby rotation into tech/saas, which are just AI these days. The silver lining is that Trump may do something desperate because if this continues to midterms he's fucked. The one thing he ran on was the stock market to pretend the average American wasn't getting signficantly poorer under him. Now he doesn't even have that.

牛市可能几个月内不会再有了。我看会有一波暴躁的技术/SaaS板块轮动，而现在的技术/SaaS说白了就是AI。不过塞翁失马，特朗普可能会因为绝望而搞点什么花样，如果这种情况持续到中期选举，他就完蛋了。他竞选时吹嘘的唯一东西就是股市，用来假装普通美国人在他任期内没有变得越来越穷。现在他连这个借口都没了。

micron might turn green after this -30% run

美光（Micron）在这波-30%的下跌后可能会翻红

图片: https://i.4cdn.org/biz/1785368912213237.png

alright the Koreans didn't buy the missile strike fud reverse circuit breaker back on the menu

好吧，韩国人没买那个“导弹袭击导致反向熔断”的鬼话，这招又生效了

KOSPI IN 10 MINUTES LETS GO

MY KORU MAKES ME POORU

>>62539201

Hit the bottom tomorrow and you might be set

明天见底的话你就稳了

Reflecting on this past month of trading, I’d say my biggest problem is all or nothing thinking. I don’t DCA enough out or in. I need to make a habit of liquidating a portion of my position when we take a nasty dip. Sure you may get bogged and it immediately rebound, but if you only sold 10 -25% of your position you still have a chunk to rise further up. On the other hand if it continues dumping it at least you’re not *as* big of a bag holder. Gotta average out those swings

回顾过去这一个月的交易，我认为我最大的问题是非黑即白的思维。我在加减仓时没有足够地分批操作。我需要养成习惯，在遭遇糟糕下跌时平掉一部分仓位。当然，你可能会被套住且它立刻反弹，但如果你只卖出10-25%的仓位，你仍有大量仓位可以继续上涨。另一方面，如果它继续抛售，至少你不是*那么*严重的套牢者。必须通过分批操作来平衡这些波动

图片: https://i.4cdn.org/biz/1785369082600520.jpg

>>62539194

>>62539202

>>62539204

图片: https://i.4cdn.org/biz/1785369119197348.png

Gold is up. Miners eventually follow.

黄金涨了。矿业股最终会跟上。

/smg/ must have some diversification outside of stock markets.

/smg/ 肯定要有超出股票市场的多元化配置。

sky highness finna go green

sky highness 马上就要翻红了

>>62539205

My bottom has been thoroughly hit.

我的底部已经被彻底打穿了。

>>62539209

I longed GLD today. Kevin being a huge pussy is bullish for PMs in the near term

我今天做多GLD。凯文（Kevin）像个怂包，这对贵金属（PMs）近期是利好

>>62539209

Precious metals trail markets.

贵金属落后于大盘走势。

Looks like we're going green again soon.

看起来我们很快又要翻红了。

Should have sold when I had the chance. Now it's all worthless.

当初有机会卖的时候没卖。现在全变成废纸了。

图片: https://i.4cdn.org/biz/1785369255702516.jpg

THE KOREANS WONT EVEN LET MIRCON TURN GREEN BEFORE THEY OPEN

图片: https://i.4cdn.org/biz/1785369316937320.jpg

sk hynix can only go up from here

SK海力士从这儿开始只会涨

图片: https://i.4cdn.org/biz/1785369326981857.jpg

>>62539212

Thank you someone else finally realizes Warsh is a pussy that is just bluffing about raising rates.

谢天谢地，终于有人意识到沃尔什（Warsh）是个怂包，他只是在虚张声势说要加息。

spy is green ah

SPY变红了哈

>>62539206

panic early and double down later is what i've been doing

我一直是先恐慌抛售，然后再加倍下注

>>62539025

>faggot retard clowns actively making the entire world shittier and scammier by price fixing chips and lieing about tech faggot scifi shit that will never come to fruition

>傻逼智障小丑们通过操纵芯片价格和吹嘘那些永远无法实现的科技科幻 bullshit，让整个世界变得更糟糕、更骗局化

>glorify it as something more than being a nigger that is chimping out and doing a mass shooting because the bartender wont serve him another beer and the bouncer asked to leave

>将其美化成比那种因为酒保不给他再倒一杯啤酒、保安让他离开而发狂并实施大规模枪击的黑人猿猴更高级的东西

图片: https://i.4cdn.org/biz/1785369595953370.jpg

Why are they niggerpumping SPY?

为什么他们要让SPY这么涨？

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

图片: https://i.4cdn.org/biz/1785369717812729.png

wellp kospi is kill

完蛋了，KOSPI已经死透了

cu in le afterlife

cu in le afterlife（地狱见/来世见）

>>62539225

Seething over chipchuds even as they lose isn't going to un-rape your mother, anon

匿名人士，即使芯片蠢货们输了，你咬牙切齿也救不回你被糟蹋的妈

Do i dare short Amazon?

我敢做空亚马逊吗？

>>62539228

Why not do it outside the store

为什么不在外面做呢

>>62539233

walmart > amazon.

沃尔玛 > 亚马逊。

>>62539232

they aren't even heemed yet. SOXX is still like 65 fucking p/e and there are millions of Koreans that still have to get liquidated and ban leverage for gooks

它们甚至还没被做市呢。SOXX的市盈率还有65 fucking倍，而且还有数百万韩国人等着爆仓，得让那些东方老鼠把杠杆给封了

The numbers might do something different tonight

今晚数据可能会走出不同的行情

图片: https://i.4cdn.org/biz/1785369959997352.png

>>62539238

>JUU ID

Work your magic anon

施展你的魔法吧 anon

>>62539236

what makes you think they can ban leverage when tokenized infinite leverage securities exist? it's just going to keep happening forever

凭什么认为他们能禁止杠杆交易？毕竟代币化的无限杠杆证券都存在了。这事儿会永远这样下去

>>62539238

i'm sure they will

我敢打赌他们会的

图片: https://i.4cdn.org/biz/1785370070710123.gif

another day in the humiliation ritual where expenditures are only increasing but market n*ggers keep selling off anyway.

又是屈辱仪式的一天，支出只增不减，但市场里的黑鬼们还是在抛售。

图片: https://i.4cdn.org/biz/1785370073192522.png

ITS OVER ITS FUCKING OVER AHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHH

图片: https://i.4cdn.org/biz/1785370103529064.jpg

>>62539220

doesnt matter what the fed does, the bonds will set the rate, in fact he said as much in the presser. the fed never actually sets rates. it just gives the nod to where the market is taking things

美联储干啥都不重要，债券收益率会决定利率，事实上他在记者会上也这么说了。美联储从不真正设定利率，它只是给市场走向的利率点个头罢了

>>62539225

>price fixing chips

>人为操纵芯片价格

Cry more, /v/babby

哭得更惨点吧，/v/babby

>>62539196

>Trump may do something desperate because if this continues to midterms he's fucked.

>特朗普可能会在中期选举前继续这样下去把他搞砸的情况下做出绝望之举。

he doesn't give a shit about any of that because he's a delusional retard that posts "Rasmussen, 45% approval, americanlovesme!" shit on his cope twitter clone like a bitch. He's in the boomer "I refuse to interact with reality" phase of life.

他根本不在乎这些，因为他是个患有妄想的脑残，像个婊子一样在他那模仿推特上发“拉斯穆逊支持率45%，美国人爱死我了！”这种自我安慰的屁话。他处于婴儿潮一代那种“我拒绝与现实互动”的人生阶段。

when we look back months from now, we're gonna be saying should've bought the dip.

等几个月后我们回头看，我们会说当初要是抄底就好了。

>>62539217

how do they still have so much to dump.

他们到底还有多少货要抛。

>>62539209

>>62539212

You posted this for months now and I stopped slurping weeks ago because it never goes up.

你发了好几个月这个帖子，我几周前就不喝这口汤了，因为它从来没涨过。

>>62539227

because microsoft got niggerpumped nigger. also this is what volatility looks like. nothing goes in a straight line, except when it goes up

因为微软被黑鬼们拉爆了黑鬼。这就是波动率的样子。没有什么是一路向上的，除非它真的上涨

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAA I'M FUCKING RUIIIIIIIIIIIINED WHY DID I ONLY SHORT MICRON HALF PORT WITH X1 LEVERAGE

>>62539252

He's already a Lame Duck.

他已经是个跛脚鸭了。

I feel like the stock market has dropped for no reason, everything is still making insane money. I want to buy more!!!!

我觉得股市下跌毫无理由，所有公司还在赚惊人的利润。我想加仓!!!!

>>62539003

chomo discord kills all activity because of their pedofaggot attention whoring avatar spam

chomo 的discord因为那些恋童癖杂碎用头像刷屏博眼球把活跃度全搞死了

And just like that the KOSPI is healed and all the dead Koreans were resurrected

就这样，KOSPI被治愈了，所有死去的韩国人都复活了

>>62539255

Buying the dip is a glowie psyop

抄底是光灵的心理战

You should be 100% cash

你应该100%持现金

That's the only way to play this market desu

玩这个市场只有这一招 desu

>>62539255

I think about that often, yet sit paralyzed, unable to buy because of the ptsd I have suffered.

我经常这么想，但却动弹不得，因为我遭受了创伤后应激障碍，无法买入。

>>62539223

Yeah

Panic selling on the 10th like a pussy would have freed me a lot of time to lose all my money this week when Sandisk stick continues to take a beating on 10 billion in earnings because guidance says it'll only have 12 billion in october or some shit

像胆小鬼一样在第10天恐慌性抛售，就能让我本周有充足的时间看着我的钱在Sandisk闪存盘因为指引说10月只有120亿利润或别的什么鬼东西而继续挨揍时全部亏光。

Chewy anon, now SNXX anon. Even AI dashcams anon is not doing too well.. Who will break the curse?

Chewy anon, 现在是 SNXX anon。连 AI 行车记录仪 anon 也不怎么样……谁来打破这个诅咒？

图片: https://i.4cdn.org/biz/1785370384891888.jpg

Sweet im wildly green on microsoft

太爽了，我微软仓位大幅盈利

Thank god I dont fall for the FUD on this dogshit general

谢天谢地，我没被这只烂狗市场的FUD吓住

>>62539263

It's a mere day of respite before the dump continues after BoJ crashes the carry trade.

这只是短暂喘息，接下来日央行摧毁套息交易后抛售会继续。

>>62539223

Definitely. Now my faggot ass will be bag holding for the rest of the next 6 months to year. I mean I sold some, but not nearly as much as I should have.

肯定是这样了。现在我这个杂碎剩下的半年到一年都要拿着袋子被套牢了。我是卖了一些，但远没有我本该卖出的那么多。

图片: https://i.4cdn.org/biz/1785370409473521.jpg

another day of you can't do shit bc retardo kospi swings + schizo world conditions

又是无能的一天，因为脑残般的KOSPI波动+精神分裂般的全球局势

>>62539255

i wish i would but i ran out of money and i don't want to sell my current positions

我真想那么做，但我没钱了，而且我不想卖掉我现在手里的仓位

>US long-term borrowing costs are officially up to their highest level since 2007. The US 30Y Yield is now above 5.20%

>美国长期借贷成本已正式升至2007年以来的最高水平。美国30年期国债收益率现已突破5.20%

>People are now buying credit default swaps over Nvidia

>现在有人开始买入英伟达的信用违约互换（CDS）了

>Even low IQ normie casuals are talking about Dot Com Bubble similarity

>就连那些智商低下的普通散户都在讨论和互联网泡沫的相似性

>Entire video game industry potentially worth 100s of billions to several TRILLIONS is on the verge of a market collapse

>整个潜在价值数千亿至数万亿的游戏行业正面临市场崩盘的边缘

Ok is it finally the time to panic and freak the fuck out now?

好了，现在是不是终于该惊慌失措、吓得半死的时候了？

图片: https://i.4cdn.org/biz/1785370448260228.jpg

>>62539269

Another win for software. Think Microsoft saved Servicenow(among others) from going red tomorrow

软件板块又赢了。想想微软是怎么把赛富时（以及其他人）从明天就爆仓的边缘救回来的

AAAAAAAAAAHHHHHHHHHHHHHHHHHHH

图片: https://i.4cdn.org/biz/1785370514157112.png

>>62539273

kospi literally doesnt matter. it has the marketcap of walmart and costco

KOSPI根本没那么重要。它的市值也就沃尔玛和好市多那点儿水平

>>62539276

No. Not yet. Almost but not yet.

不。还没到时候。虽然很接近，但还没到。

>>62539276

Never listen to what the normies are saying. If the shoe shine boy is talking about a bubble it's because it's not a bubble.

永远别听那些普通人在瞎逼逼。如果连擦鞋小子都在谈论泡沫，那说明这根本就不是泡沫。

>>62539267

Everything is bombed out right now. I'm rotating back in to stocks that have spent the last 7 months correcting and therefore have time on their side. Miners. Uranium.

现在到处都在暴跌。我正在重新把资金转向过去7个月一直在回调的股票，因为它们时间站在我们这边。比如矿股、铀矿。

>>62539269

Yes niggers were fudding the fuck out of Microsoft last night and all month basically for no reason

是的，昨晚和整整一个月，那帮黑鬼都在毫无理由地疯狂看空微软

The stock has been beaten the fuck down no shit it's gonna pump on good earnings

这股票已经被打得妈都不认了，废话，财报好肯定要涨

(I still sold yesterday cause I was scared)

（我昨天还是卖了，因为我怕了）

>>62539263

>>62539270

koreans are useless panic sellers who frequently open green and then run for the doors like retards.

韩国人就是些没用的恐慌性抛售者，经常高开然后就像傻子一样跑路。

>>62539276

I hope video games die the worst possible death. Graphical effects are utter shit and I disable them all.

我希望电子游戏以最惨烈的方式死掉。画面特效烂得要命，我全都关掉。

Wait did the gooks just halt trading immediately?

等等，那帮支那猪是不是立马就熔断交易了？

>>62539264

> he doesn't find a way to hold equities and derivatives while still somehow also being literally 100% cash

> 他居然能找到一种方式，既持有股票和衍生品，同时账户里还 literally 100% 全是现金

perhaps a little JUU-fu lesson wouldn't be a bad idea

也许来点“聚富”（Ju-Fu）的课也不是什么坏事

图片: https://i.4cdn.org/biz/1785370658424374.jpg

>>62539281

kospi leverage traders cause massive swings on us market it's only good during a bull run it's absolute shit at all other times

KOSPI的杠杆交易者给美股带来了巨大的波动，这玩意儿在牛市里挺好使，但在其他时候就是一坨屎

WE ARE SO BACK

图片: https://i.4cdn.org/biz/1785370666345840.png

>>62539255

Thats what Im doing but I don't have much capital to buy more with, only a little bit from covered calls. I was reviewing my positions and theres not much I want to sell except for some campbells which was doing shitty anyway.

我也在这么干，但我没什么本金可以加仓了，只有卖备兑看涨期权换来的一点儿小钱。我正在审查我的持仓，除了些表现本来就很烂的坎贝尔股票，没啥想卖的。

>>62539260

*market continues to drop*

*市场继续暴跌*

*micron hits 300 billion profits in 2027*

*美光2027年利润达3000亿*

*People with indian names keep posting saar it is because it is cyclical saar like it's a magic word when it's clearly not fucking cyclical and even if it is micron will still have over 200 billion a year when the cycle ends just to maintain the data centers*

*挂着印度名字的人不停发帖喊“萨赫”（saar），好像这是个咒语一样，其实它明明就不是周期性的，而且即使它是周期性的，周期结束时美光每年的利润也会超过2000亿，只是为了维持数据中心运转*

hehehe

Brokies thought they'd get rich

穷鬼们以为自己能发财

Anyway

When it was at 1700 bucks last week I should have gotten out. Need some kind of 1500->2500 in a month miracle pump to get back up.

上周涨到1700刀的时候我就该跑。现在得靠奇迹般的从1500涨回2500才能回本。

>>62539267

>Who will break the curse?

> 谁来打破这个诅咒？

The curse is already broken anon. KMB won. Semis lost.

诅咒早就破了，anon。KMB赢了。半导体输了。

图片: https://i.4cdn.org/biz/1785370719471376.jpg

>>62539003

KOSPI GREEEEEEEEEN

图片: https://i.4cdn.org/biz/1785370731839957.gif

Between their feminist death cult and their stock market, why the fuck are Koreans so insane

就凭他们的“女性主义死亡邪教”和他们的股市，韩国人他妈的到底有多疯

>>62539294

Kek

图片: https://i.4cdn.org/biz/1785370791018653.png

>>62539304

The asiatic man is animalistic

亚洲人像野兽一样

>>62539299

I have micron calls that I bought last year that don't expire until next summer. They were up 600% at peak but I didn't want to sell because I already have massive tax liabilities and wanted to wait until next year. They are around 380% right now.

我去年买的 Micron 看涨期权，明年夏天才到期。高点的时候翻了 6 倍，但我不想卖，因为我已经有巨额税务负担，想等到明年再说。现在大概还是 380% 的收益。

>>62539304

they went from third world shithole to hyper advanced capitalist dystopia in the span of like 10 years.

也就十年光景吧，这地方就从第三世界的烂泥坑变成了高度发达的资本主义反乌托邦。

Aasaaaand…. It’s red

诶诶诶诶……结果变绿了

>all the anons still with copium

>所有匿名者还在那儿吸氧（抱幻想）

>tonight the markets will flip and we'll finally win

>今晚市场会反转，我们终于要赢了

So many anons here are married to their bags. No wonder the shakeout has gone on for so long, retail has been taught well to hold the bag and never let go....well I'm holding my bag too but at least I'm not puffing copium

这儿的匿名者们对自己的持仓死心塌地。难怪这次洗盘拖了这么久，散户早就被教好了：抱紧屁股，绝不松手……好吧我也在抱紧我的屁股，但至少我没在那儿自我催眠。

>>62539031

But what portfolio gets me this?

但这需要什么样的投资组合才能做到？

>turns 80k into 400k in 4 years without a job

>失业 4 年，把 8 万刀变成 40 万刀

Fuck me if only I got in on SOXL back in March and sold the moment my port was 5x.

真他妈服了，要是我当时三月就买了 SOXL，而且一涨 5 倍我就立马卖了该多好。

Wonder what pic related will be worth on open. I sold a second one 2 weeks ago for nearly 50% gain

不知道图里这个开盘后值多少钱。我两周前已经卖了一半，赚了将近 50%。

图片: https://i.4cdn.org/biz/1785370932017614.jpg

>>62539307

did u at least take out your cost basis by now

你至少已经回本了吧？

AAAAAAAAAAAAAAAAAAAA

ITS SO OVER

图片: https://i.4cdn.org/biz/1785370993565103.jpg

some people have just given up

有些人简直已经彻底放弃了

图片: https://i.4cdn.org/biz/1785371114879225.jpg

>>62539294

For me, it was 100% SGOV. Adding index futures on top using the 200 SMA strategy.

对我而言，这是 100% 的 SGOV。然后再用 200 日均线策略加点指数期货。

>>62539318

for ppl who get paid $50/hr or more, buying food outside is a convenience since you dont have to take half an hour cooking and then cleaning up afterwards (worth $25) if not longer

对于时薪 50 刀或以上的人来说，出去买饭是为了图个方便，毕竟你不用花半个小时做饭，之后再花半个小时收拾（这时间价值 25 刀），搞不好更久。

MICRON IS GREEN WTFWTF

图片: https://i.4cdn.org/biz/1785371198739687.jpg

I keep losing money at forex

我做外汇一直亏钱

aaaaaaaaaaaaaaaaaand we are so back

啊啊啊啊啊啊啊啊我们又回来了

BULL RUN RESUMED

SEE YOU SMIGGIES IN A YEAR WHEN IM A MILLIONAIRE

图片: https://i.4cdn.org/biz/1785371273965356.gif

>>62539327

you don't have to cook bread. it comes pre baked

你不用自己烤面包。面包是预烤好的。

>>62539276

>>Even low IQ normie casuals are talking about Dot Com Bubble similarity

>>连低智商的普通路人都在谈论互联网泡沫时期的相似性

No, because if average retards think the market is going to crash it will probably keep going.

不会的，因为如果那些平均水平的蠢货都觉得市场要崩盘，那市场大概率还会继续涨。

>>Entire video game industry potentially worth 100s of billions to several TRILLIONS is on the verge of a market collapse

>>整个游戏产业潜在价值数千亿到数万亿刀，正濒临市场崩溃边缘

it's not

才不会呢

is it easy to make in on onlyfans?

在 OnlyFans 上赚钱容易吗？

图片: https://i.4cdn.org/biz/1785371291982485.jpg

>>62539336

oh nevermind kospi is green again, we're saved

哦没事了 韩国综合指数又变绿了 我们得救了

>>62539336

are you a cute korean anon? how... leveraged are you?

你是可爱的韩国匿名者吗？你……杠杆加了多少？

It’s over, freak the fuck out.

结束了， freak 一下。

>>62539246

>ooga booga my magic meme numbers don't werk anymore

>哦豁哦豁 我的魔法 meme 数字不好用了

MICRON IS AT +%0.00 HOW MAN I SUPPOSE TO REACT

图片: https://i.4cdn.org/biz/1785371516616119.jpg

>>62539310

>So many anons here are married to their bags. No wonder the shakeout has gone on for so long, retail has been taught well to hold the bag and never let go....well I'm holding my bag too but at least I'm not puffing copium

>这里的很多匿名者都跟他们的持仓（bags）结婚了。难怪洗盘这么久，散户被教得很好，只会扛单死拿不放……好吧 我也在扛单 但至少我没在吸入兴奋剂（copium）

If I am down a rapetastic amount I have no desire to sell and it's easier to just ride it out and wait for a rally or turnaround

如果我亏损了难以想象的大额资金，我根本没想卖出，最好就拿着等反弹或反转

If I was going to divorce my bags it would have been 2 weeks ago

如果我要跟我的持仓离婚，那应该在两周前就离了

>>62539342

on all levels except physical, i am a korean. *dumps*

除了肉体层面，我是个韩国人。*喷射*

>>62539345

>ooga booga I'm literally too retarded to understand what profit is

>哦豁哦豁 我笨到连什么是利润都搞不懂

>>62539310

>So many anons here are married to their bags

>这里的很多匿名者都跟他们的持仓（bags）结婚了

well if u know it's gonna grow with good chance to a certain eps and it's trading well below a 20x multiple to that then how can i not get married

如果知道它有大概率涨到某个每股收益，而且目前交易价格远低于该收益的20倍市盈率，那我怎么能不跟它结婚

Kospi literally does the same thing every day now

韩国综合指数现在每天都做一样的事

>goes green

>变绿了

>maybe even looks like it'll go up

>甚至看起来要涨了

>gooks start panic selling

>黄皮猴子开始恐慌抛售

>other gooks start panic selling

>其他黄皮猴子也开始恐慌抛售

>kills the rally

>扼杀了反弹

The market can't go up as long as it is tied to them.

只要市场还跟它们绑在一起，就涨不上去。

>>62539354

Like ants taking the bait back to the anthill

就像蚂蚁把诱饵搬回蚁穴

>>62539334

u know what, i just realized i only have cream cheese or peanut butter, and no cold cuts, for a long time even though bread is a staple of my diet (coz too lazy to pack any other lunch for work)

你们知道吗，我刚才意识到我只有奶油奶酪或花生酱，而且没有冷切肉，而且这种情况持续很久了，尽管面包是我饮食的主食（因为我太懒了不想给上班带别的午餐）

>"klac guidance fails to impress"

>“klac 的展望未能让人印象深刻”

>apple up 1%

>苹果涨1%

This is why Sandisk will probably not gain

这就是为什么闪迪可能不会涨

Nand is up 75%, but in july prices only went up 40% "topping out"

闪存涨了75%，但七月价格只涨了40% “见顶”

So their revenue is like 11 billion for q2, but guidance for q3 will only be 16 billion

所以他们第二季度收入大概是110亿，但第三季度展望只有160亿

And even though it only has a marketcap of 150 billion it will go down, even though there are shitter companies like walmart worth a trillion with much less free cash flow.

即使它市值只有1500亿，它还是会跌，尽管像沃尔玛这样更烂的公司值一万亿，且自由现金流少得多。

https://x.com/SpaceKoala/status/2082543382220640644?s=20

图片: https://i.4cdn.org/biz/1785371833629757.jpg

hahaha you racist chuds kept shitting on Microsoft because the Indian is ceo and now the most obvious undervalued stock pumped. Yo guys are so fucking retarded. I’ll gladly sell you my shares at 500 though!

哈哈哈 你们这些种族主义的屌丝一直因为印度CEO而贬低微软，现在最明显的被低估股票就上涨了。你们真是他妈的蠢。不过我很乐意以500的价格把我的股份卖给你们！

CNX earnings tomorrow

CNX明天公布财报

图片: https://i.4cdn.org/biz/1785371980268455.jpg

>>62539336

seems so

看起来是这样

图片: https://i.4cdn.org/biz/1785372040279853.png

>>62539368

>sluts law

>荡妇定律

The longer you stream the more likely you are to become a racist or sex worker.

直播时间越长，你变成种族主义者或性工作者的可能性就越大。

>>62539368

academia is totally useless. enormous bubble. some of the tech gains are likely being siphoned right this very minute to subsidize it.

学术界完全没用，是个巨大的泡沫。现在这一刻，一些技术红利正被抽走用来补贴它。

图片: https://i.4cdn.org/biz/1785372234538513.png

>>62539336

It's extremely hard. Most women make nothing and will never make anything. The only real vector to making it on OnlyFans is if you've already made it somewhere else. That was the whole point of the service originally anyway. Big Twitch streamer? You can pivot. Instagram hoe? You can pivot. Nobody? You'll fail.

这非常难。大多数女性分文不赚，也永远赚不到钱。在 OnlyFans 上真正成功的唯一途径是你已经在其他地方取得了成功。这本来就是该服务最初的目的。你是大 Twitch 主播？你可以转型。你是 Instagram 婊子？你也可以转型。要是个无名小卒？那你就等着失败吧。

>>62539336

Idk about OF but I do legit sex work and am not interested in doing OF because then I'd have to actually engage with the client rather than just laying there waiting for it to be over. I don't want to disseminate naked photos of myself either. And I'd rather be paid cash. Fuck the IRS.

我不清楚 OF 的情况，但我确实做正规的性工作者，而且对 OF 不感兴趣，因为那样我就得实际跟客户互动，而不是躺在那儿干等结束。我也不想外泄自己的裸照。而且我更喜欢拿现金。去他妈的国税局。

>>62539365

the ceo is Indian* sorry had a Jeet moment

CEO 是印度人* 抱歉，我刚才发了句“贱种”

>>62539381

hire Indians to do the client work for you.

雇佣印度人来替你做客户工作。

>>62539368

Rather than complain about low wages in academia we attack the player for taking the better option.

与其抱怨学术界工资低，我们却去攻击那个选择了更好选项的人。

>>62539381

When I had instagram I had followed a random chick that appeared in my feed one day. I would see her posts about reading books and shit. Little by little she started posting more revealing pictures of herself until she said had an only fans. Well only 2-3 months in she was already making retarded posts about men treating her “badly” online. I’m guessing this bitch posted nudes and made about $1.75 in that time span and was getting bombarded with DM’s asking for private nudes via instagram. Women are absolutely retarded.

当我还在用 Instagram 的时候，我关注了 feed 里某天出现的一个随机女生。我会看到她发帖读书之类的废话。渐渐地，她开始发更多暴露自我的照片，直到她说自己有 OnlyFans 了。结果才过了两三个月，她就已经开始发些弱智帖子抱怨男人在网上对她“不好”。我猜这贱人发了裸照，在那段时间里只赚了大概1.75美元，还狂收私信被人要求发私密裸照。女人真是蠢透了。

图片: https://i.4cdn.org/biz/1785372563367477.png

>>62539348

>If I am down a rapetastic amount I have no desire to sell and it's easier to just ride it out and wait for a rally or turnaround

>如果我亏损了一大笔（rapetastic amount），我没想卖出，干脆死扛，等反弹或反转更容易

i did this and took out my cost basis + some profits but going down $100k or $200k still feels bad even if it's all "house money" lmfao

我也这么干过，提回了本金+一些利润，但即使亏的都是“赌场里的钱”（house money），账户回撤10万或20万刀的感觉还是很糟，哈哈

>>62539368

That’s the only reason anyone watched her videos anyway so may as well show the goods to more than just science nerds.

反正大家看她的视频也就为了这个，不如把好东西展示给更多人看，而不仅仅是科学极客。

>>62539348

>>62539398

oh wait nvm i thought u said u were a lot lol not down

哦等等，算了，我以为你说你亏了很多 lol，没亏啊

ur just experiencing the concorde effect

你只是经历了协和效应（concorde effect）

>>62539031

>>62539191

btw this is how the portfolio I suggested performed against SPY over the last year.

顺便说一句，这是我建议的投资组合过去一年相对于 SPY 的表现。

I don't know anythng about JPFP. the reason I suggested RSBT is because it's leveraged and has 200% exposure. if you'd rather have a 20% hedge without leverage, you'll get bigger drawdowns. it's up to you if you're rather have a portfolio with hedge exposure of 20%, 40%, or none. There isn't a wrong answer. You hedge according to your risk appetite.

我不了解 JPFP。我推荐 RSBT 是因为它是杠杆产品，有200%的风险敞口。如果你更想要没有杠杆的20%对冲，你的回撤会更大。你是想要20%、40%敞口的对冲，还是没有对冲，随你便。没有对错之分。根据你的风险偏好来决定是否对冲。

图片: https://i.4cdn.org/biz/1785372824018208.png

>>62539367

OWL top

OWL 见顶

图片: https://i.4cdn.org/biz/1785372845950277.jpg

>>62538820

>>62538829

an anon posted this last thread and it didn't get any (yous) but I wanted to say I read it and I've been pondering it for a while.

上一个帖子有个匿名者发了这个，但没人理（yous），我想说我看过了，也思考了一段时间。

the at jeet is pretty smooth I'm not going to lie. its a lot of faggy jabber but he was really slick with answering a verryyyyyy important question. one of the fear monger narratives recently has been

说实话，“贱种”（jeet）那套话术挺顺滑的。虽然全是些娘炮般的胡言乱语，但他回答那个极其重要的问题确实很精明。最近的一种制造恐惧的叙事是

>who is going to win? who is going to eat only one dog will come out on top

>谁要赢？谁只吃一只狗谁就赢

and he proposed a very valid and not trans solution of a "democracy" where 8 different companies or whatever with 8 different AIs working from different models/bias will be able to come to a better solution than a single entity

他提出了一个非常合理且不可逆转的“民主”解决方案，让8家不同的公司（不管是什么）用8个不同模型/偏见的AI工作，最终得出比单一实体更好的解决方案

he didn't really answer how the fuck this shit is going to make any money but I really liked this point he brought up

他根本没解释这玩意儿怎么赚钱，但我真的很喜欢他提出的这点

bullish for Google desu lmao

谷歌的牛市来了 lmao

图片: https://i.4cdn.org/biz/1785372910377980.jpg

>>62539375

why not both?

为什么不行双修呢？

>>62539414

Too

how come the us never strikes larak island the most obvious target

为什么美国从不打击拉拉克岛这个最明显的目标？

>>62538694

>Multiple banks are offering $400 if you open an account and put $1000 in it for 90 days.

>多家银行提供400美元奖金，只要开户并存入1000美元90天

which banks?

哪些银行？

>>62539421

chase bank

大通银行

>>62539398

It depends why you are down. If the fundamentals are dead you are just wasting your money, it is never coming back.

这取决于你为什么被套。如果基本面已经死透了，那你就是在浪费钱，它永远不会回来。

>>62539421

quite a few of them have it.

有不少银行都有这个活动。

>>62539031

I have no idea what the fuck any of this means and I've been trading for at least 6 years. I only buy pump and dump memestocks and I'm getting the feeling none of these are it

我完全不懂这玩意儿在说什么，我都交易至少6年了。我只买Pump and Dump memestock，但我感觉这些都不是

Koreans lost another battle it seems like

看来韩国人又输了一仗

>>62539195

I dropped out of the real world a long time ago and the only thing left in the simulation that annoys me is the lady constantly telling me its unhealthy to look at lines 15 hours a day

我很久以前就退出了现实世界，模拟里唯一让我烦的是那个女人一直跟我说每天看15小时屏幕是不健康的

>>62539421

Only poorfags will bother doing this. All they have to do is entice them with fat overdrafts to collect the $400 back with interest.

只有穷逼才会去搞这个。他们只需要用高额透支吸引他们，再通过利息把400美元赚回来。

>memory stocks are down because "what if cyclical and peak memory"

>内存股下跌是因为“如果周期见顶怎么办”

>QC is down because "AI chips cost too much for phone company

>高通下跌是因为“AI芯片成本太高”

>apple is up though

>苹果股价却在涨

>meta is down because "theyre spending too much on AI chips"

>Meta下跌是因为“他们花钱买AI芯片太多了”

>msft is up tho while doing the same shit

>微软也在做同样的事，股价却在涨

The market

市场

Has no objective standard for any of this shit

对以上所有事都没有客观标准

>the fed may hike, someday, if there is inflation!

>美联储可能会加息，如果未来出现通胀！

>oil doesn't count as inflation though

>石油不算通胀

I feel like crab to green tomorrow, market rebound friday

我感觉明天要蟹转绿了，周五市场反弹

图片: https://i.4cdn.org/biz/1785373500651979.png

>>62539398

thats because its not house money. its your money and you lost it.

那是因为那不是赌场的钱，那是你自己的钱，而且你把它亏了

>>62539348

I shouldve divorced my stinky heavy bags 4 weeks ago when all the signs said so but I chose to ignore it. I'm riding most of these straight down.

我应该四周前就离婚了，当时所有信号都表明该这么做，但我选择了无视。我现在正在被套牢。

>>62539354

How many of them need to be liquidated so their influence on the overall market becomes insignificant?

需要清算多少家，才能让他们对市场的影响力变得微不足道？

>>62539368

A lot of these femoids in youtube tech and even non tech stuff seem to just do it as a grift to make money from simps. The amount of losers ready to give these women endless amounts of money is depressing yet they're probably the same misers who will demand a great discount on a used 4070 GPU already discounted 50%. It is surprising how many of these femoids just get an audience without trying all that hard. They even get goycare jobs paying them high 5 figures/low 6 figures yet I can't even get a mid 5 figure job with their level of ease. Like come on man! What choice do I have but to gamble much of my life savings in the stock market just to have a decent life! It's not fair, it's not fairrrr!!!!! I was so close to escaping the wage cage before the market just started dumping. It's so mind breaking having to bet huge sums of money with the risk of failure necessitating waging for a few years on some low end job. I just wish I had it easy for a while where every trade I take ends up being a 300% return and next thing I know I'm at a $1m networth. Even if the easy trades stop I can work with $1m to hopefully never wage again.

YouTube 科技区乃至非科技区的那些女性虚拟形象（femoids）似乎只是为了骗那些脑残粉（simps）的钱才这么干的。看着这些输家愿意给这些女人无休止地送钱，真是让人 depressing，但他们很可能也是那种连打五折的二手 4070 显卡都要死命砍价的人。真让人惊讶，这么多 femoids 根本没怎么努力就能收获一堆粉丝。她们甚至能拿到年薪十万高位数到六位数低区数的“高 caring”工作，而我这种努力的人却连个五位数中等的job都拿不到。拜托，哥们！难道我只能拿我大半辈子积蓄去股市赌一把，才勉强能过上像样点的生活吗？这不公平，太不公平了！！！！我明明快要逃出工资笼了，结果市场就开始暴跌。每次都得冒着重大的失败风险去赌一把巨款，失败了还得回去找个低端工作打工几年，这种心态快崩了。我只希望有一阵子能轻松点，让我每次交易都能赚到 300% 的回报，然后回过神来发现自己净值已经有一百万美元了。就算之后没有那种容易赚的行情了，我也可以靠这一百万美元 hopefully 再也不去打工了。

图片: https://i.4cdn.org/biz/1785373540152152.gif

>>62539436

>>62539433

>>62539427

>>62539421

It has to be NEW cash

必须是新的现金

And chase only offered me 900 for putting 15000 in

而 Chase（渣打/大通银行）只肯出 900 收我 15000 的东西

>>62539433

I don't care anymore but does this piece of shit ever have a green day or a rally anymore? Big gap at 6700 to fill.

我不在乎了，但这坨屎玩意儿还有没有绿盘或者反弹的日子了？6700 有个缺口等着回补呢。

图片: https://i.4cdn.org/biz/1785373622092888.png

>>62539431

If you don't know what value and momentum mean you are probably a shit trader. He is wrong anyway. there are plenty value stocks with momentum, Micron being a notable example.

如果你不知道什么是价值和动量，那你大概率是个臭鱼烂虾交易员。不过反正他也错了。有很多兼具价值和动量的股票，美光就是个显著例子。

>>62539415

The truth is, nobody read it because he didn't use REDDITSPACING. Nobody wants to read a wall of text.

真相是，没人读他发的东西，因为他没用 REDDITSPACING（ Reddit 排版/空行技巧）。没人想读一整面墙的文字。

>>62539443

It's dead, Jim.

已经凉透了，吉姆。

>>62539437

If we get a real dip it will be so quick and rebound so fast none of us can really take advantage of it anyway.

如果我们真遇到大跌，那速度会非常快，反弹也会很快，反正我们谁也占不到便宜。

>>62539443

The gap is more like 6550 and it would be easier to see if you didn't use investing.com kek

缺口更像是 6550，而且如果你不用 investing.com 的话就更容易看清楚了 kek

Again, every instinct I have is telling me to panic sell and buy puts

再一次，我所有的本能都在告诉我 panic sell 并买入看跌期权（puts）

Therefore i will just boughted the tqqq and qqqm dip. Maybe usaaaaaar too

所以我决定买了 tqqq 和 qqqm 的跌仓位。说不定还会买 usa

During the April tariff dump everyone was saying how its le 2007 again, but if you boughted you were up bigly.

4 月份关税暴跌的时候，人人都说这是 2007 年重现，但如果你 buy 了的话，你可是赚得 bigly（巨幅）。

I-ran is basically just tariffs

I-ran 基本上就是关税

图片: https://i.4cdn.org/biz/1785373798710969.jpg

>>62539444

I do consider myself a shit trader but I still turned $6000 into $49000 and my port was actually worth $66000 about a week ago but I didn't take profit then

我确实认为自己是个臭鱼烂虾交易员，但我还是把 6000 刀变成了 49000 刀，而且我的组合上周价值 66000 刀左右，但我当时没止盈

>>62539443

>>62539449

see line

看线

图片: https://i.4cdn.org/biz/1785373893825010.png

>>62539443

Decline seems to be slowing down though? USA green on Thursday. Korea green on Friday

不过下跌势头似乎在减缓？美国周四绿盘，韩国周五绿盘

>>62539453

will never use tranyview.

永远不用 tranyview。

Anyway they filled the near-term gaps from march, time to idk stop dumping every pump forever.

不管怎样，三月的短期缺口已经补上了，是时候 idk 停止每次反弹就抛售的惯例了。

I am always eating food

我总是在吃东西

Garlic bread and tomato soup

蒜香面包和番茄汤

How about a plate of steak stew?

来盘炖牛肉怎么样？

I'll try a baked fruit

我来试试烤水果

Maybe I'll add mayonnaise too

也许我会加点蛋黄酱

Everything's better with cumin

一切加了孜然都更美味

I'm so into food

我太痴迷于食物了

Sometimes I forget to even chew

有时候我甚至忘了咀嚼

I just want some fish legume

我就想要点鱼和豆子

Have a bite of cake too

也吃口蛋糕吧

Chimichangas are great dude

奇米唐加斯真棒，伙计

Everything's good with lemon juice

柠檬汁搞定一切

I wake up and have snacks

我醒来吃点零食

Chex & five or six KitKats

谢克斯麦片外加五六根奇巧巧克力棒

Then I wanna giant rib rack

然后我特别想吃一大排肋骨

It's even better in a wrap

做成卷饼吃更棒

While I wait for that to heat

等那玩意儿热好的时候

I'll order some Chinese

我再去点个中餐外卖

图片: https://i.4cdn.org/biz/1785374069328022.jpg

>>62539427

>>62539436

>>62539440

its tempting but i dont want to have to manage even more accounts / logins. i already have too many between 3 credit cards, fidelity, vanguard, usaa

这很诱人，但我不想再管理更多的账户/登录信息了。我现在光信用卡、富达、先锋、美国陆军储蓄银行这些就已经够多了。

>>62539421

anon is over simplifying this. these types of deals for checking accounts usually require you to make the deposit with direct deposits. you will have to be putting in your paycheck to the account for 3 months, its a way to try and get new customers to switch to their checking account. if you arnt a NEET you could take advantage of this for sure, but remember there are potential fees, youll owe taxes on the bonus, etc. credit card bonus churning is also a real thing, but requires alot of effort to minmax properly.

楼主把事情想简单了。这类支票账户优惠通常要求你通过直接存款来存入资金。你得把工资连续三个月打进这个账户，这是他们想吸引新客户转投自家支票账户的手段。如果你不是家里蹲，那肯定能蹭到这波福利，但记得可能有手续费，奖金还要交税等等。信用卡积分撸羊毛也是真事儿，但要想最大化利益得花不少心思。

>>62539450

>Again, every instinct I have is telling me to panic sell and buy puts

>再次强调，我所有的本能都在告诉我应该恐慌性抛售并买入看跌期权

you probably should have had this instinct 1 month ago before everything dumped

一个月前大盘还没崩盘的时候，你本该有这个本能的

>>62539454

Just give me like a week or two of green. A little baby bitch rally. I'll sell this time, for realsies.

让我爽个一两周的绿色行情就好。来一波小嫩模级别的反弹。这次我真卖。

图片: https://i.4cdn.org/biz/1785374136024548.jpg

Some of you were shit talking Burry earlier in the week, I just wanted to give you another little friendly reminder.

你们这帮人周初还在喷Burry，我就是来好心提醒一下大家。

Dr. Micheal J Burry’s publicly disclosed short positions to date:

迈克尔·J·巴里博士目前公开披露的做空头寸：

Tesla at $416.22

特斯拉 416.22 美元

Caterpillar at $1,060.98

卡特彼勒 1,060.98 美元

VanEck Semi ETF at $642.80

VanEck 半导体ETF 642.80 美元 ⟾ 应用材料 729.40 美元

Applied Materials at $729.40

Applied Materials 股价为 729.40 美元

Nvidia at $210.28

英伟达股价为210.28美元

Micron Technology at $933.86

英伟达 210.28 美元

Price at closing today.

美光科技 933.86 美元

Tesla at $298.32 for a +40% gain

收盘价是今天的价格。

Caterpillar at $782.71 for a +36%% gain

特斯拉 298.32 美元，获利 40%

VanEck Semi ETF at $504.22 for a +27% gain

卡特彼勒 782.71 美元，获利 36%（注：原文有36%%，修正为36%）

Applied Materials at $436.45 for a +67% gain

VanEck 半导体ETF 504.22 美元，获利 27%

Nvidia at $190.01 for a +11% gain

应用材料 436.45 美元，获利 67%

Micron Technology at $739 for a +26% gain

英伟达 190.01 美元，获利 11%

lol, lmao even.

美光科技 739 美元，获利 26%

图片: https://i.4cdn.org/biz/1785374189220139.png

>>62539460

there are so many fine print points I found when trying to farm 300 bucks a month from each bank they'd usually jew me out of the bonus. It's a pain switching your bank account around. Also they have so many exceptions, like if you sell shit on ebay it apparently doesn't count or something.

哈哈，真是笑死人了。

>>62539031

Nice post. I often feel like I'm the only person left who enjoys diversification. In my main account I've currently got us, eu, gold, silver, small cap value, tech, crypto, nuclear, oil, and commercial notes etfs (forgot english term), fintech, profitable mid caps in an assortment of weird industries. 23% ytd and 16% cagr last 5 yr

我在尝试从每家银行每个月撸300刀的时候，发现了太多细枝末节的东西，他们通常总能用条款把我扣掉奖金。换银行账户真是一言难尽。而且他们的例外情况太多了，比如你在eBay上卖东西，好像就不算数之类的。

>Goldman Sachs ordered to pay male banker £1.45 million for sex discrimination http://reut.rs/3THL7qz

JPM is next. Ready the cannons.

帖子不错。我常常觉得我是唯一一个还喜欢分散投资的人了。在我的主账户里，我目前持有美国、欧洲、黄金、白银、小盘价值、科技、加密货币、核电、石油、商业票据ETF（忘了英文叫什么）、金融科技，以及不同奇怪行业的盈利中型股。年初至今收益23%，过去五年复合年增长率16%。

>>62539450

Apparently the filter doesn't like risk management.

接下来是摩根大通。准备开炮。

图片: https://i.4cdn.org/biz/1785374263770041.png

>>62539439

>I know I'm at a $1m networth.

看来过滤器不喜欢风险管理。

doesnt end there, 1 mill is barely anything now sadly

>我知道我的净资产是100万美元。

图片: https://i.4cdn.org/biz/1785374301067183.jpg

>>62539453

Buddy, it’s not the wick.

还没完呢，说实话，现在100万也就那样

>>62539454

Buddy, the last two days have been the biggest drops.

老哥，这不是针。

>>62539470

is it really a gap if it opens within previous day's trading range?

老哥，过去两天的跌幅才是最大的。

>>62539466

I also enjoyed having BRK for this reason (often goes up when market goes down) but sold it recently.

我也有同样的感受，之前挺喜欢BRK的（市场跌它往往涨），但最近把它卖了。

>>62539368

I can fix her

我能修好她。

i thought kevin saved the market why did it reverse the V wtf

我还以为Kevin救了市场呢，结果咋就V型反转了，什么鬼？

图片: https://i.4cdn.org/biz/1785374501219647.png

>>62539415

I read it, seems meh. Like an AI company saying all AI companies are important in hopes people don't go to the better ones lol.

我看了，感觉也就那样。就像个AI公司宣传说所有AI公司都很重要，指望大家别去用更好的那些，哈哈。

>>62539463

Nice math Einstein

不错哦，爱因斯坦。

The reason the market is so clownish nowadays is because investors stopped requiring dividends.

现在市场这么离谱，是因为投资者不再要求分红了。

Shareholders should demand that profitable companies pay them at least 25% of the profits.

股东应该要求盈利公司至少把25%的利润分给他们。

This would stop the insane sell offs because you would just be able to buy a company for a good yield on cost if they kept dumping for weeks as at some point the payments should become too good to pass up.

这样的话，那种疯狂的抛售就会停止，因为如果公司持续数周都在抛售，你总能以不错的成本收益率买到它，毕竟到后来分红诱人得让人无法拒绝。

But because a lot of companies now either pay no dividends or pay so little it's negligible all that matters is stock price which can be easily manipulated.

但现在很多公司要么不分红，要么分得微不足道，所以唯一重要的就是股价，而股价很容易被操纵。

>>62539415

thank you for actually listening and giving us the scoop I've gotten a little too delhiphobic to listen to hyperscaler calls for the rest of the month

谢谢你真的在听并分享内幕，我现在对超大规模模型公司的电话会议有点“恐大”了，这个月都不打算听了。

I might buy that multiple models can survive if there is a model-selector meta layer added on top of a general intelligence interface for real human work. Like I plop my shit prompts into the same interface no matter if I'm asking it to code an entire FPS game from scratch or give me a recipe for gluten free brownies. I don't believe real humans of general competence will using AI in any other way.

我觉得如果有真正的通用智能接口，再加上一个模型选择层，确实可以有多个模型共存。比如不管我是让它从零写整个FPS游戏，还是给我个无麸质布朗尼的配方，我都往同一个接口里塞我的烂提示词。我不相信有基本能力的普通人会用AI做别的方式。

I don't think that Honest Larry's Consulting LLC is going to be able to have employees smart enough to know how to context switch models for efficiency. I don't want to use Claude for code for instance because I'm stupid and lazy I already have a Gemini account active so I just use the default free fast mode for everything and if it can't do it I simply give up.

我不认为“诚实拉里咨询公司LLC”能招到足够聪明的员工来切换模型以提高效率。比如我不想用Claude写代码，因为我蠢又懒，我已经有活跃的Gemini账号了，所以直接用默认的免费快速模式处理一切，如果搞不定我就直接放弃。

Getting 8 different companies all to agree to basically give up freedoms (token control, content filtering, variable payment plans) over their models for a "democratic" play is going to be like herding cats. Could happen tho

让8家不同的公司都同意在“民主”博弈中基本放弃对模型的控制权（令牌控制、内容过滤、可变付款计划），这就像赶猫一样难。但也并非不可能

图片: https://i.4cdn.org/biz/1785374583643159.png

>>62539440

>only 900 for 15k

>900块买1.5万的

i may as well buy a value stock i have good belief in and sell atm calls for $900 in 4 weeks lmao

我干脆买支我看好的价值股，然后卖4周后行权价900的看涨期权算了，哈哈哈

>>62539471

I think it would be the body of the previous day’s candle. Prove me wrong though.

我觉得应该是前一日K线的实体部分。除非你能证明我错了。

>>62539482

>The reason the market is so clownish nowadays is because investors stopped requiring dividends.

>现在市场这么离谱，是因为投资者不再要求分红了。

Its because its propped up by monetary policy every time anything remotely bad happens. Dividends are for when companies don't know what to do with the money and aren't growing.

是因为每当有点什么坏事发生，它就被货币政策撑起来了。分红是公司不知道钱该怎么花且没有增长时才给的。

>>62539470

Quick and hard burst. Korean retardation made it drop hard but also made it quicker than it otherwise would have been like

快速猛烈地上冲。韩国那边的“退行性”操作让它跌得很猛，但也让它跌得比正常情况下更快，大概吧

I came in here to see Kosovo carnage and am now disappointed

我来这儿是想看科索沃大屠杀的，现在有点失望了

>>62539421

https://www.doctorofcredit.com/best-bank-account-bonuses/

>>62539376

Refundable degrees would fix this btw.

顺便说一句，可退费的学位能解决这个问题。

Refunds are a panacea to many scams.

退款是解决许多骗局的万能药。

Applying refunds to gambling would kill the business model instantly, for example.

比如，把退款应用到赌博上会立即摧毁其商业模式。

>>62539482

>The reason the market is so clownish nowadays is because investors stopped requiring dividends.

>现在市场这么离谱，是因为投资者不再要求分红了。

No, dividend investors have always been losers.

不，红利投资者一直都是输家。

This is the real reason

这才是真正的原因

图片: https://i.4cdn.org/biz/1785374759752631.png

>>62539486

Here's a clearer illustration on the 5m timeline. Its the area in which no trading activity occurred. Which would start at the low of the previous day. Otherwise any time the market opened it would be a gap up or down unless it opened exactly where it closed.

这里有个更清晰的5分钟K线图示意。那是没有任何交易发生的区域，通常从前一日的低点开始。否则，只要市场开盘，除非开盘价恰好等于收盘价，否则就会出现跳空高开或低开。

图片: https://i.4cdn.org/biz/1785374762697790.png

>>62539489

Kospi, wtf is autocorrect going to kosovo

韩国综合指数，自动更正这是要给我转到科索沃吗，真他妈无语

>>62539467

There is going to be a wave of discrimination lawssuits. Roasties will hit the floor.

歧视诉讼潮即将到来。Roasties（指Reddit用户）将会跌得底朝天。

>>62539489

You’re a few decades late for that I’m afraid

恐怕你在这方面晚了了几十年

>>62539496

Serb or Albanian detected

检测到塞尔维亚人或阿尔巴尼亚人

>micron is 1% green after the 30% dip

>美光在暴跌30%后仅微涨1%

图片: https://i.4cdn.org/biz/1785374864369258.gif

>>62539479

he low-key said chinks will steal your code if you use their shit and that he will not redeem your privacy which should be a no brainer anyways but doesn't hurt to tell banker fags that

他暗示说如果你用他们的垃圾代码，中国佬会偷走你的代码，而且他不会保护你的隐私，这本来就不用解释也是显而易见的，但跟那些银行傻X强调一下也无妨

>>62539484

yeah I'm pretty skeptical. moreso about the monetization pathway than applications. I think applications will arrive but for example if you code your app or game with their shit are they going to come after you for money saying they helped you make it because otherwise the whole token barrel shit seems retarded and will never generate enough to sustain the effort to do this shit

是啊，我相当怀疑。比起应用，我更怀疑它的变现路径。我认为应用最终会出现，但比如说，如果你用他们的垃圾来编写你的应用或游戏，他们会因为“帮你做出了成果”而向你收钱吗？否则的话，整个代币桶的设定看起来就很蠢，根本赚不到钱来维持这种操作的投入

this all seems like a massive shitshow for a very very long time while people try to figure out how this shit is going to work and who is going to pay for it and how they are going to pay

这一切看起来都会是一场持续很久的巨大灾难，人们试图搞清楚这玩意儿怎么运作、谁来买单、以及怎么付钱

this shit seems more like it always should have been a niche luxury product instead of a massive scale rollout for goys to make random slop with

这玩意儿看起来更像是从一开始就该定位为小众奢侈品，而不该让高英伟（Goyim/非犹太人）大规模铺开去搞那些随机生成的垃圾

>>62539477

Because kevin decided to come out and say he would raise rates probably eventually if inflation goes up and the market is super retarded. But I knew this would happen.

因为凯文决定出来表态说如果通胀上升他可能会加息，市场真是蠢爆了。但我早就知道会发生这种事。

>>62539037

Warsh isn't a pussy, he just simply has no cards to play. They WILL print more and we WILL have hyperinflation. Because that keeps them slightly more richer. They truly don't give a fuck about regular people.

沃什（Warsh，指美联储理事）不是软蛋，他只是手里没牌可打。他们肯定会印更多钱，我们也肯定会迎来恶性通胀。因为这能让他们自己稍微更有钱。他们根本不在乎普通百姓。

>>62539461

You can get around the direct deposit requirement by getting an LLC and an EIN and paying yourself that way via direct deposit.

你可以通过成立有限责任公司（LLC）并获取雇主识别号（EIN），然后通过直接存款的方式给自己发工资，从而绕过直接存款的要求。

>>62539491

>Refundable degrees would fix this btw.

>可退款的学位能解决这个问题，顺便说一下。

you mean like getting my money back for the degree that never got me a job?

你是说把我那从未给我带来工作的学位的钱退回来？

>>62539505

>this shit seems more like it always should have been a niche luxury product instead of a massive scale rollout for goys to make random slop with

>这玩意儿看起来更像是从一开始就该定位为小众奢侈品，而不该让高英伟大规模铺开去搞那些随机生成的垃圾

Because they thought by scaling LLM's to infinity they would create God. But what they've realized is that they already hit the scaling limit and it's not making it any better. And the open secret is that cheaper small language models that are made for a specific task are the future. But they cost almost nothing compared to LLMs. There is no money in consumer LLMs. It's a better Google search.

因为他们以为把大语言模型（LLM）无限扩展就能创造出上帝。但他们现在意识到，他们已经达到了扩展的极限，而且继续扩展并没有带来任何改善。而公开的秘密是，针对特定任务设计的更便宜的小型语言模型才是未来。但它们的价格与大语言模型相比几乎可以忽略不计。消费者端的大语言模型没有钱赚。它只是个更好的Google搜索引擎。

>>62539512

Precisely, you would have to forfeit the degree thoughbeit.

没错，不过你得放弃那个学位才行。

>>62539491

>Refundable degrees

>可退款的学位

You can't unlearn knowledge you fucking retard. Some of us paid attention in school.

你没法把知识从脑子里抠出去，你这蠢货。有些人上学时有在听讲。

>>62539491

arent there schools that do this already? its on the students for not picking it in the first place.

难道没有学校已经在这么做了吗？这只能怪学生自己一开始没选。

if they want to gamble on a better social network (and potentially better earnings job) thats their business

如果他们想赌一个更好的社交网络（以及潜在的高薪工作），那是他们的事

图片: https://i.4cdn.org/biz/1785375117726855.png

>sndk pumping overnight

>sndk 隔夜暴涨

This shit is going to have a rally to 1900 next two weeks. Fill some gaps. SNXX will be around 22?

这玩意儿接下来两周肯定会反弹到1900。填补一些缺口。SNXX会跌到22左右吗？

>>62539487

It's entirely because of a lack of dividends. I will use MU as an example. It pays 0.08% yield which is around 1.2% of their profits.

这纯粹是因为缺乏股息。我以MU为例。它的股息率是0.08%，大约是其利润的1.2%。

Now imagine it paid 30% of their profits, if it keeps dumping and dumping while recording big profits at some point the yield for the year would become so huge that it wouldn't make sense to dump it anymore.

现在想象一下如果它支付30%的利润作为股息，如果它一边持续抛售一边记录巨额利润，最终年收益率会变得极高，高到不再值得抛售。

>>62539493

It's not.

并不是。

>>62539511

No need, most of the time you can just do an ACH transfer from another bank and the incoming bank still counts it.

没必要，大多数时候你可以直接从其他银行进行ACH转账，收款银行依然算作有效存入。

Withdrawing money out of a broker is often treated as a direct deposit, so that is an option too

从经纪商提取资金通常被视为直接存款，所以这也是个选择

>>62539468

Amazing how much is filtered on /biz/, I ask why? It is like theyre trying to hide something

/biz/ 上的过滤机制真厉害，我问为什么？感觉他们好像在隐藏什么

>>62539505

I just wouldn't trust these AI companies not to steal stuff. It requires way too much access to take such a risk. Companies going from never handing that info to just willingly giving it to an AI with internet access that lets it ping home? Lol. My guess is that most companies only use it on the same level as consumers do.

我就是不信任这些AI公司不会偷东西。这需要过多的访问权限来承担这样的风险。公司从从不提供这些信息的状态，变成自愿把信息交给有互联网接入、能回传数据的AI？哈哈。我猜大多数公司对AI的使用程度跟消费者差不多。

>>62539516

its kind of weird to think that if you get billions of people feeding prompts into your fantasy simulator that you would create "God"

想想看，如果有几十亿人在你的幻想模拟器里输入提示词，结果你创造出了“上帝”，这事儿有多奇怪

like 90% of the prompts are

大概90%的提示词都是

>anime waifu that must eat all the eggs

>必须吃掉所有鸡蛋的动漫老婆

>>62539517

oh noooooooooooo

哦不ooooooooooo

sure would have sucked if I could have used my college tuition to buy bitcoin

要是我能用大学学费去买比特币就好了，那就太糟了

Or even just travel the world fucking sluts, that would have been a lot better use of my time in 2017.

或者哪怕只是环游世界搞些骚货，那在2017年会是我要好得多的时间利用方式。

>>62539518

>You can't unlearn knowledge you fucking retard. Some of us paid attention in school.

>你他妈的没法把知识忘掉。我们有些人上学时可是认真听讲的。

businesses don't value any of that "knowledge" you retarded child.

企业并不看重你这个智障小孩所谓的任何“知识”。

these big tech companies are raising so much debt in order to fund capex that interest rates actually matter to them for the first time in a long time

这些大型科技公司正在大量举债为资本支出融资，这使得利率对他们来说，在很长一段时间以来第一次真正 mattered（重要了）

you go back 2-3 years, interest rates didnt matter for google, meta, etc because they had so much free cash flow that they never needed to borrow money

倒退2-3年，利率对Google、Meta等公司来说并不重要，因为他们有太多的自由现金流，根本不需要借钱

>>62539522

>SNXX will be around 22?

>SNXX会跌到22左右吗？

oh man i sure hope so, i'll actually go back to making money off of SNXX if it does

哦天哪我希望如此，如果真那样我就能靠SNXX重新赚钱了

图片: https://i.4cdn.org/biz/1785375314815027.jpg

Korea is so fucking gay and retarded by the way. they are fucking absolutely incapable of just having a chill day holy fuck what is wrong with these faggots they really want to fucking ruin this shit for everyone by 5000x leverage maxing

顺便说一句，韩国他妈的真是又gay又脑残。他们他妈的完全没法安安静静过个悠闲日，真他妈搞不懂这帮傻逼怎么了，他们真想把所有人都搞疯，通过5000倍杠杆满仓来毁掉这一切

>>62539523

>It's not.

>不是的。

Buybacks are superior to dividends in every conceivable way

股票回购在所有可想象的方面都优于股息

yep, we're back. that was the generational bottom 4 hours ago.

没错，我们回来了。那个历史性底部就在4小时前形成的。

图片: https://i.4cdn.org/biz/1785375361464827.png

>kospi reverse circuit breaker on the table

>韩国综合指数（KOSPI）的逆熔断机制已在讨论中

>>62539527

>businesses don't value any of that "knowledge" you retarded child

>企业并不看重你这个智障小孩所谓的任何“知识”

Yes the doctor's 8 years of schooling learning how to do open heart surgery is irrelevant. It's just a piece of paper bro. Get real.

没错，医生那八年学习如何开胸手术的教育经历根本无关紧要。那不过是一张废纸罢了，哥们儿。面对现实吧。

>>62539530

you're never going to sell are you? kek

你肯定是卖不掉的吧？呵呵

>>62539206

same. i shouldve fucking sold early July, now i just have a bunch of bags

我也是。我七月初就该他妈卖出的，现在手里只剩下一堆套牢的仓位了

>>62539528

> they had so much free cash flow that they never needed to borrow money

>他们自由现金流多得根本不需要借钱

Google just has negative cash flow.

谷歌的现金流甚至是负的。

>the 3% pump after the -30% drip

>在跌了30%之后来了个3%的拉升

图片: https://i.4cdn.org/biz/1785375460412788.gif

There is a very strong chance of a rally to the gap. Gaps get filled.

反弹去回补缺口的可能性非常大。缺口总会回补的。

Look at oil and dxy. There is dollar shortage

看看石油和DXY（美元指数）。美元短缺

>>62539526

Don't get too fixated on the word "God"

别太纠结于“上帝”这个词

How about "Santa"?

换成“圣诞老人”怎么样？

>He sees you when you're sleeping

>他知道你何时在睡觉

>He knows when you're awake

>他知道你何时醒着

>He knows if you've been bad or good

>他知道你是好是坏

The most profitable tech company is whoever runs USDT. Theres like two dozen people, and they have millions of dollars of profit on account of holding gold and bonds, with almost no overhead

利润最高的科技公司就是运营USDT的那家。大概就几十号人，靠着持有黄金和债券，几乎没多少开销，就有数百万美元的利润

>>62539540

>We are so fucking back

>我们他妈的彻底回来了

图片: https://i.4cdn.org/biz/1785375611619344.jpg

why does anyone trade during US day market agian? stocks literally just going straight up or straight down on overnight session lmao

为什么还有人要在美股交易日交易？股票在盘后时段干脆就直线上涨或直线下跌，笑死

>>62539547

Either that or Valve

或者是Valve（游戏公司）

>>62539524

Based

I'm gonna sign up for some cause doing the EIN scam was too much effort for me lel

我要注册个账号了，弄EIN（雇主识别号码）骗局对我而言太麻烦了，嘿嘿

KOSPI ISN'T RED?!?

附件: https://i.4cdn.org/biz/1785375790783105.webm

>>62539527

They do value the knowledge if you’re doing something important like designing a bridge.

如果你在做像设计桥梁这样重要的事情，他们确实是重视知识的。

But there’s a lot of people who have been stuck with bad degrees that only got them a job as a barista. Allowing them to unwind that could do a lot of good because in the long term it would make colleges take the job prospects of their students more seriously lest they get wacked by a refund.

但有很多人拿着烂学位，结果只找了个咖啡师的工作。允许他们解绑这些债务会很有好处，因为长期来看，这会让大学更认真地对待学生的就业前景，否则他们可能会因为面临退款而“被搞死”。

Also you wouldn’t immediately get to go spend your tuition on bitcoin, as you’d still owe money to your tuition lender if you have one.

另外，你并不能立刻拿退款去买比特币，如果你还有学费贷款的话，你还欠贷方的钱。

Also i predict that colleges will try to pivot to less refundable expenses like dorms and food. There will be a limit to this, but they will try.

另外我预测大学会试图转向那些不太可退费的支出，比如宿舍费和伙食费。这会有上限，但他们肯定会尝试。

>>62539545

every device in your house already does that shit.

你家里的每个设备早就在做这种事了。

did you know that the glowniggers can use the wifi in your washing machine to see you? like the swat team can shoot through the wall and kill you in your house based on your coffee maker pinging your location to them

你知道那些发光黑人能用你洗衣机里的WiFi看到你吗？就像SWAT小队能透过墙壁开枪，根据你的咖啡机向他们 ping 位置而在家中杀死你一样

everything records audio/video etc all the time and sends it back to jews that gangstalk you with targeted ads for diapers because you made KMB jokes on 4chan

所有设备一直在录制音频/视频等，并将数据发送给那些跟踪你的犹太人，因为他们你在4chan上开了KMB（犹太复国主义占领媒体）的玩笑，所以给你推送婴儿尿布的定向广告

图片: https://i.4cdn.org/biz/1785375834451070.png

I lost every today.

我今天亏惨了。

>>62539548

yeah sure whatever you say bud

是啊随便你怎么说，兄弟

图片: https://i.4cdn.org/biz/1785375903238932.jpg

>>62539536

nope :DDD

不呢 :DDD

i WILL win in this clown market simply because i can remain retarded for longer than the market can remain irrational

我肯定会在这个小丑市场中赢，因为我能比市场保持非理性状态更久地保持愚蠢

>sneedisk up 4.55% right now

>sneedisk 现在上涨了4.55%

图片: https://i.4cdn.org/biz/1785375933889984.jpg

>>62539550

Lower liquidity, no market orders (although it's easy to do yourself via limit order at best bid/ask)

流动性较低，没有市价单（虽然你可以通过限价单在最佳买卖价位轻松自己挂单）

>>62539553

This may be useful for you, it has served me well - https://www.doctorofcredit.com/knowledge-base/list-methods-banks-count-direct-deposits/

>>62539548

the Jewish CEO that's literally named David changed the cracker barrel logo to a new globohomo logo with no soul or white people

那个名叫大卫的犹太CEO把Cracker Barrel的标志改成了一个毫无灵魂且没有白人的glohomo标志

图片: https://i.4cdn.org/biz/1785376061346249.png

>>62539563

Yeah I used that site back in the day to do some credit card churning. I think that's where I read about the EIN direct deposit too? Big ups cause it's been a while and I can probably cycle through all that shit again.

是啊，那会儿我用过那个网站搞信用卡套现。我想我就是在那儿看到关于 EIN 直接存款的消息的？谢了，毕竟过去挺久了，我估计又能重新把这堆破事折腾一遍。

>No referral links or ads

>没有推荐链接或广告

Doctor of credit is too based for this Jewish world.

“信用博士”在这个犹太主导的世界里太硬核了。

图片: https://i.4cdn.org/biz/1785376066534835.png

>>62539550

>why does anyone trade during US day market agian?

>为什么还有人要在美盘日交易？

Good question

好问题

图片: https://i.4cdn.org/biz/1785376217653351.png

>>62539566

Theres nothing more white and American than the love of Israel. I think I'll take the family out to cracker barrel Friday morning and get the new hash brown casserole scramble bowl.

对以色列的爱再白人不过美国风了。我想周五早上带家人去 Cracker Barrel，点那个新出的薯饼砂锅拌饭碗。

图片: https://i.4cdn.org/biz/1785376303327319.gif

>>62539575

lol you guys bake on pg 1?

笑死，你们第1页就开始高潮了？

>>62539575

why do you create pedo general m8 u know it will be deleted why waste the time

老兄你干嘛要搞这种恋童癖将军，你知道会被删的，何必浪费时间

we're back to where we started the slide

我们又回到了起点的滑坡

>>62539536

The sandisk selloff has been some of the most irrationally retarded shit ever

闪迪的抛售真是有史以来最非理性、最脑残的狗屎

>dumps twice as hard

>跌得猛了一倍

>umm

>cuz flash drives are stupid o algo

>因为闪存盘蠢毙了 o algo

feels like it'll dump on guidance, but then pump next quarter.

感觉会因业绩指引暴跌，但下个季度会拉升。

>>62539534

>gooks totally destroy the market

>支那猪彻底搞崩了市场

>then prevent it from pumping

>然后阻止它上涨

>>62539547

Tether is run by the chinks.

泰达币是支那人运营的。

>>62539544

Hello my bastards, please pump the sandisk back to the ath so I can profit and the gold back to where it was in may thank you my darling benchods mwah.

问候我的混蛋们，请把闪迪拉回历史新高，让我能获利，再把黄金恢复到5月的水平，谢谢我亲爱的基准狗子们，么么哒。

>>62539558

Santa has eyes and ears I agree, big ones. Many people think he could use a bigger brain too and I agree. A big one that grows constantly

圣诞老人有眼有耳，我同意，还特别大。很多人觉得他也该有个更大的脑子，我同意。一个不断长大的大脑。

semiconductors dip buyers eating good tonite

半导体回调，买家们今晚吃香喝辣

>KOSPI

Unbowed.

Unbent.

Unbroken.

Thanks for making an OP with a pedoshit image and nuking the new thread.

谢谢你发了个带恋童图片的 OP 并炸掉了新帖子。

This is why everyone hates jews. Its why we need to rangeban Israel from posting on this dead fucking website.

这就是大家讨厌犹太人的原因。这就是为什么我们需要把这个死网站里以色列的帖子范围封禁。

let's not get too uppity

咱们别太飘

图片: https://i.4cdn.org/biz/1785377450374565.jpg

>baggots still hoping and praying for the v bottom

>袋狼们还在希望和祈祷 V 型底部

hahaha baggots never learn

哈哈哈袋狼们永远学不乖

图片: https://i.4cdn.org/biz/1785377486371741.png

>>62539624

she looked like she was 20 dude... you guys just called it a pedo thread because she isn't obese lmao

那女的看起来才20岁啊伙计……你们之所以说是恋童帖只是因为她不胖，笑死

meanwhile we post in anime pedo threads all day. the janny is just mad that real women exist and that his estrogen injects didn't turn him into a real girl

meanwhile 我们整天在动漫恋童帖里发帖。版主只是不爽真女人存在，而且他注射的雌激素也没把他变成真女人

>>62539629

>t. gonna miss out

>t. 要错过了

>>62539629

>Not being 100% cash rn

>现在没持100%现金

keking at Timmy bagholders from my 3.5% hysa

在我的 3.5% 高息储蓄账户里嘲笑着 Timmy 的套牢党

图片: https://i.4cdn.org/biz/1785377610145000.jpg

uh oh looks like Koreans are starting to run out of margin from their new credit cards they just opened...

哎呀，看来韩国人他们刚开的信用卡带来的新透支额度快要耗尽了……

>>62539635

Hope this is a troll. I know some people genuinely think this shit.

希望这是钓鱼帖。我知道有些人真心信这鬼话。

>>62539638

3.5% APR is beating most of this thread YTD after the last couple weeks

今年以来，除去最近几周，3.5% 的年化收益率已经跑赢了本贴大部分内容

>>62539638

3.5% cash beat -10% QQQ this month pretty bigly

3.5% 的现金收益这个月大幅跑赢了 QQQ 的 -10%

looks like 6000 was the point where people decided to start getting out again

看起来6000点是人们决定重新出场的地方

>>62539634

>buy my bags pls

>求帮我解套

hahaha

soxx is a buy at maybe 350

SOXX 在350左右可能是买入点

if you want to be really safe 300 or lower since it always overshoots

如果你想更稳妥，300或更低，因为它总会超调

I come on here every so often to look for the red wojaks but all I see are v bottom retards so still a long ways to go

我时不时来这里找红色的 wojaks（悲伤表情），但全看到 V 型底部的脑残，所以还有很长的路要走

KOREA ISNT A RED DOG DICK TODAY

图片: https://i.4cdn.org/biz/1785377902580747.jpg

>>62539640

>>62539641

>this month

>这个月

I started investing 5 years ago at the top of the 2022 market and i'm STILL up almost 50% after all this shit.

我在2022年市场高点开始投资，经历了这么多狗屎之后，我依然上涨了近50%。

The fuck are you even doing?

你他妈到底在干什么？

>kospi about to turn red again

>KOSPI又要变红了

图片: https://i.4cdn.org/biz/1785377948415409.jpg

>>62539649

>this month

>这个月

>YTD

>brings up 5 years

如果你不开股票交易公司，这简直是在强奸你。像“在市场的时间内胜过择时”这样的谚语存在，是因为对于一个平均上涨100年的市场来说，它们确实是他妈的真话。

ok buddy retard

好的吧，兄弟，脑瘫

>>62539645

American markets always tend to test smooth numbers because Jews are neurotic. things like 1000 or 100 become resistance levels.

美股总是倾向于测试整数关口，因为犹太人比较神经质。像1000或100这种数字都会变成阻力位。

From watching Korea I've seen zero obsession about actual numbers of anything. its just violent momentum price action. they don't give a fuck what they are buying they don't even look at the price they are just watching the chart move

我从观察韩国市场来看，根本没看到他们对具体数字有什么执念。这纯粹是剧烈的动量价格行为。他们根本不在乎自己买的是什么，甚至连价格都不看，就盯着图表在动。

>>62539647

>the dogfucker finally left

>那个“狗交配者”终于滚蛋了

>>62539651

I literally cant fathom thinking this short term. Annualized exists for a reason.

我根本无法想象这种超短线的思维。年化收益的存在是有原因的。

Of course I have a HYSA. It doesnt contain all of my money!

我当然有高息储蓄账户（HYSA）啊。我又没把钱全放进去！

>>62539629

what does this device do

这玩意儿是干嘛用的

>>62539649

I sold the top in June, swing traded in july and then went to cash before FOMC to avoid gamba and now I'm waiting to buy cheapies while you baghold?

我六月顶了卖飞，七月做了波段，然后在FOMC会议前空仓规避赌博，现在等着低价抄底，你居然在这给我死扛？

wtf are you doing retard

你这脑瘫在搞什么鬼

>>62539653

I thought it was from jewish market maker hedging

我还以为是做市商的犹太人在对冲呢

>>62539645

psychological resistance.

心理阻力位罢了。

>>62539656

slams you with 10 g's 7 times with increasing frequency

高频次地连着7次，每次用10k砸你，频率越来越高

>>62539655

Then just buy VOO and shut up. Why are you talking about "missing out"

那赶紧买VOO然后闭嘴吧。你在这瞎扯什么“踏空”

>>62539634

>that thread about the black chick who brags about being a C student and becoming a pharmacist making 200k a year paid off her student loans with a tip from her boyfriend on micron last year

>那个帖子关于一个黑人女生吹嘘自己是C等生却成了药剂师，年薪20万，去年靠男友一个微芯（Micron）的小建议就还清了学贷

>she took 500k in losses and is now broke

>她亏了50万，现在破产了

I have no way to make it

我完全没路翻身

The universe is actively working against me and propping up retards

宇宙都在针对我，捧着一群脑瘫

>>62539657

Sack of shit liar. Get your shinebox kid, its all youre good for.

一坨屎的骗子。去领你的Shinebox吧，那才是你唯一会做的事。

>kospi closes barely or bigly green and we're neon green tomorrow

>KOSPI勉强或者大幅收红，然后我们明天一片翠绿

>>62539663

Thanks for the advice but suck my cock. Should be easy, just think of a bris you subhuman worm.

谢谢你的建议，但去你的吧。这很简单，只要你脑子里不是空空如也的亚人类蠕虫就行。

>>62539666

>its impossible to time the market

>市场永远无法择时

look I get it you are a midwit stick to boggling its safe but imagine if you had the ability to go to cash instead of just watching your shit crab for months or tank for months... isn't that fucking crazy? doesn't that jog your noggin?

听着，我知道你是个中等智商的蠢货，就适合抱着“无法择时”这种观点瑟瑟发抖保平安。但想象一下，如果你有能力空仓，而不是看着你的破仓位像螃蟹一样横盘几个月或者暴跌几个月…… 这难道不他妈疯狂吗？难道这没让你灵光一闪吗？

图片: https://i.4cdn.org/biz/1785378371463547.png

>>62539665

You need to get a boyfriend

你需要找个男朋友

>>62539672

>checks MSFT price

>查看MSFT股价

>420

图片: https://i.4cdn.org/biz/1785378443995244.jpg

>>62539672

Even more based considering all the msft fud the past weeks

考虑到过去几周到处都是微软的利空谣言，这显得更特立独行了（based）

>Questrade Pro

>加泰证券专业版

>options fees are now -$0.05 CAD per US option contract, meaning they pay you to buy/sell options

>期权手续费现在是 -0.05 CAD 每张美股期权合约，意味着你买卖期权他们反而给你钱

What?

图片: https://i.4cdn.org/biz/1785378643787689.png

>>62539672

If you have actually looked at any hard data or analysis on timing the market it loses to DCA and even loses to lump sum investment.

如果你真的看过任何关于择时的硬数据或分析，就会发现它跑不赢定投（DCA），甚至跑不赢一次性投入。

You also incur taxes on any short term investment gains, less than one year of holding.

你还要为任何一年以内的短期投资盈利缴纳资本利得税。

This effectively rapes you if youre not operating a stock trading business. Adages like time in the market beats timing the market exist because theyre fucking true for a market that averages up for 100 fuckin years.

如果你不是在做股票交易生意，这么做基本上就是在强奸你。像“市场参与时间胜过市场择时”这类格言之所以存在，是因为它们对于一个平均上涨100年的市场来说，他妈的是真的。

So I know youre full of shit because you smell like shit.

所以我知道你满嘴胡扯，因为你浑身散发着屎味。

I wonder what specifically the market will do here

我很好奇市场在这里具体会怎么做

Micron's profits will literally be up as much as 90% in September.

微芯（Micron）的利润在9月份简直会飙升90%。

Fucking 80 billion in profits for Q2, will the market really say "but apple is up 1%!" and poo poo it? Can't believe I'm getting outperformed by some niggress brainlet. And then another 50% for Q3 (tentative) would put them at 120 billion in Q3.

第二季度利润高达 800 亿，市场真的会指着苹果涨了 1% 说“就这？”然后把它当屁放掉吗？真不敢相信我被这种脑子有坑的黑皮婊给碾压了。要是第三季度再涨 50%（暂定），那就达到 1200 亿了。

Like is this really "sell fucking everything" levels of profits? Or lemme guess

这利润程度真的算是“他妈的全都卖掉”了吗？还是说让我来猜猜……

>priced in

>已经定价了（priced in）

Praying on God fr fr lemme break even on like 90% of what I'm holding so I can reposition for september, Micron surely will not betray me a second time like fucking S*ndisk did.

我真的在虔诚地祈祷，让我回本 90% 的持仓就行，这样我就能在九月重新建仓了。美光绝对不会再背叛我第二次，就像那个该死的闪迪曾经做的那样。

>>62539668

I wish a nigga had sold 2 weeks ago

我真希望有个黑仔两周前就卖出了。

>>62539673

No what I need is a rich chinese girl who keeps me confined in her closet to be used as her flesh dildo when she needs it and maybe I crossdress a little but not often because it['s her fetish.

不，我真正需要的是一个富婆中国女孩，把我锁在她的衣柜里，在她需要时把我当成肉棒使唤，偶尔也让我穿穿女装，但这不经常发生，因为那是她的癖好。

图片: https://i.4cdn.org/biz/1785378737852667.png

>>62539685

We just dont have a fucking crystal ball to read if a dip is a dip or a downtrend and you know that shit.

我们根本没有什么该死的水晶球能看出来这是回调还是下跌趋势，你也清楚这点。

Bear markets are AMAZING times to buy and everyone sells bear instead like retards.

熊市简直是买入的绝佳时机，但大家都像弱智一样去卖空熊市。

Let me tell you a magic ETF

让我来告诉你一个神奇的 ETF

NTSD

It's SPY + EAFE

At 1.5x leverage. For the cost of 6% more volatility than SPY. EAFE smooths the leveraged volatility out.

1.5 倍杠杆。只比 SPY 多付出 6% 的波动性成本。EAFE 指数能平滑掉杠杆带来的波动。

Almost no drag. 35 bps fee despite leverage.

几乎没有拖累。尽管加了杠杆，费用也只有 35 个基点。

图片: https://i.4cdn.org/biz/1785378787762037.png

>futures

>yields

附件: https://i.4cdn.org/biz/1785378809580843.webm

hope you pay attention v bottom baggots

希望你们这些在 V 型底部死死扛着的废物能看仔细了

图片: https://i.4cdn.org/biz/1785378837710577.png

>>62539686

>No what I need is a rich chinese girl who keeps me confined in her closet to be used as her flesh dildo when she needs it and maybe I crossdress a little but not often because it['s her fetish.

>不，我真正需要的是一个富婆中国女孩，把我锁在她的衣柜里，在她需要时把我当成肉棒使唤，偶尔也让我穿穿女装，但这不经常发生，因为那是她的癖好。

Nvm you need Jesus

算了，你需要的是耶稣

Dead thread, dead market

帖子已死，行情已死

图片: https://i.4cdn.org/biz/1785378864765688.jpg

>>62539685

>>62539687

if you cant feel when things are cheap or expensive and are unable to read the room then you shouldn't actively trade at all

如果你感觉不到什么是便宜什么是贵，也读不懂当下的气氛，那你根本不该做主动交易

if you are worried about realizing gains and just want to hold bags you are a weird cuck and personally I think you faggots shouldn't even be allowed to vote and we need to take the chairs out of the corner of the rooms in hotels

如果你担心兑现收益，只想拿着袋子死扛，那你就是个奇怪的绿帽奴，我个人认为你们这些 gay 仔连投票权都不配拥有，我们需要把酒店房间角落里的椅子都撤了

>>62539692

图片: https://i.4cdn.org/biz/1785378946196664.png

>>62539685

I'm a boglehead and this is cringe as fuck dude. We're not here to talk about DCA into VOO you faggot. We're here to talk about trading.

我是个博格尔头（Boglehead，指推崇指数基金定投的投资者），这太他妈令人尴尬了伙计。我们不是来聊定投 VOO 的，你个 gay 仔。我们是来聊交易的。

Go back >>reddit

滚回 >>reddit 去吧

>>62539696

Sucks to suck loser. I'll be over here making money while you wish you had bought this dip, like this specific dip too, years from now.

sucks to suck， loser。我会在这里赚钱，而你只会几年后后悔没在这次回调中买入，就像这次特定的回调一样。

And when you look at your portfolio and get wistful about all the gains you wouldve made had you not been a retard, I want you to think about me.

当你看着你的投资组合，后悔当初没赚到的那些利润时，我希望你会想起我，因为你真是个白痴。

>>62539688

>leveraged etfs just about brought down a thousand’s year old civilisation

>杠杆 ETF 差点让一个拥有千年文明的帝国覆灭

>recommends another one on their first green day

>还在第一天收阳时就推荐另一个杠杆 ETF

absolutelydiabolical.jpeg

>>62539696

>>62539637

for example check this out. the red circle is where I said line looked like it was going to go down

比如看看这个。红圈那里我说这条线看起来要往下走了

>timing the market is impossible

>试图择时交易是不可能的

I literally time the market all day every day and I'm right more often than not or I wouldn't be doing it

我 literally（字面意义上）每天都在做择时交易，而且我大多时候是对的，否则我就不干这行了

图片: https://i.4cdn.org/biz/1785379057687971.png

>noooooooo you can't outperform my boglehead strategy its not fair

>不不不，你不能击败我的博格尔头策略，这不公平

>>62539693

I want to be hime's pet white boy.

我想成为 hime 的小白脸宠物。

>>62539686

>No what I need is a rich chinese girl who keeps me confined in her closet to be used as her flesh dildo when she needs it and maybe I crossdress a little but not often because it['s her fetish.

>不，我真正需要的是一个富婆中国女孩，把我锁在她的衣柜里，在她需要时把我当成肉棒使唤，偶尔也让我穿穿女装，但这不经常发生，因为那是她的癖好。

Based

>>62539699

You can suck my cringey balls then retard. /smg/ is not your own personal thread where you get to decide what everyone else talks about. Fuckin loser.

那你就舔我尴尬的鸡巴吧，白痴。/smg/ 不是你个人的帖子，你没法决定大家聊什么。他妈的 loser。

>>62539698

>>62539692

>TA is real when it supports my seethe

>只要TA能支持我发泄怒火，那TA就是真的

>TA is fake when it doesn't

>只要TA不支持我发泄怒火，那TA就是假的

okay

but

Micron's profits are going to be 80 billion in september so if shit retard bounces, hits a resistance and then crashes to 500 I'm going to load up full force ass and mouth

美光九月份的利润要有800亿，所以如果那些脑残玩意儿反弹、碰到阻力位然后暴跌到500，我就要满仓干进，连底裤都不剩

>it's cyclical

>这是周期性板块

Yeah my cum is cycling into your mom.

是啊，我的精液正冲进你妈的子宫呢。

i try to help but baggots never learn.

我试图帮帮他们，但这些蠢货就是学不会。

ok well at least make a general like /gme/ where you can all jerk each other off like baggot support group

行吧，至少搞个通用的/gme/板块吧，让大家都像托腮帮子互助会那样互相手淫吧

>>62539686

>muh the market didn't price in the profits

>啊啊啊市场没把利润定价进去

>the entire market missed pricing in profits except for me the rando biz anon im the only one smart enough to do this

>整个市场都没给利润定价，除了我这个普通商业匿名仔，我是唯一一个聪明到能这么做的人

of course markets already priced in future profits that's literally all they do you stupid retard

当然市场早就把未来的利润定价进去了，这他妈就是他们唯一做的事，你个脑残

they priced it in and decided to sell

他们确实定价进去了，然后决定卖出

>>62539692

The sign of the bubble popping is some combination of semis reporting losses or massively dwindling profits and their buyers signaling they're not building out or upgrading. Neither scenario is likely to occur anytime soon. It's not even fud anymore it's mental retardation.

泡沫破裂的迹象是：芯片股要么报告亏损，要么利润大幅萎缩，而且买家发出信号说他们不扩产或升级了。这两种情况短期内都不太可能发生。这已经不是FUD了，这是脑残。

lol you can't help them

哈哈，你帮不了他们的

they're just baggots

他们就是托腮帮子（Doge散户）

>you now remember cbrs

>你居然还记得CBRS

>>62539712

Stock pricing has gotten so competitive the institutionals are modelling future revenue further and further forward. This includes trying to grasp when the hyperscalers hit a brick wall.

股票定价已经卷到极致，机构正在把未来收入的模型推得越来越远。这包括试图搞清楚超大规模云厂商什么时候会撞墙。

how are sneeddisk niggas gonna cope with the current price?

那些脑瘫黑鬼要怎么应对当前这个价格？

>>62539720

By slurping?

靠吸溜？

>>62539719

its literally the most competitive thing in the world. money pvp. but I looked up a company's P/E on yahoo finance and I feel the market has undervalued it.

这简直就是世界上最卷的东西。金钱PVP。但我去雅虎财经查了一家公司的市盈率，我觉得市场低估了它。

>>62539721

>Slurping

You fell for the glowie psyop

你上了美国政府阴谋论的当

You should be 100% cash rn

你现在应该100%持币（现金）

>>62539719

They can't. They have to be risk averse first and foremost or risk losing everything which means retail which has much less to lose can take advantage. This is a retail market and institutions are going to go broke if they keep trying to interfere.

他们做不到。他们首先必须规避风险，否则就会失去一切，这意味着承受力更弱的散户就能趁机获利。这是一个散户市场，机构如果继续试图干预，迟早会破产。

>>62539710

>buy in september

>九月买入

yes. historically and statistically that's the bottom. worrying about buying any "dip" right now is probably silly when they always do Jewish witchcraft to tank everything heading into rashahahahannanana and kippur day or whatever the fuck voodoo magic baby sacrifice shit they do that time of the year

没错。从历史和数据上看，那确实是底部。现在担心抄底所谓的“跌势”大概是蠢透了，因为他们总是会在拉什哈汉纳纳纳和赎罪日，或者这一年里他们搞的那些该死的巫毒魔法婴儿献祭之类的邪门歪道时，把市场砸下去。

>>62539721

niggas slurpped ze dip at 1900

那些脑瘫黑鬼在1900的时候就已经吸溜抄底了

and 1800

在1800的时候

and 1700

在1700的时候

and tomorrow they will slurp again at 900

明天他们会在900的时候继续吸溜

like

nigga

>>62539721

buy the dip is an index strategy, not a meme stock strategy. that said, I wouldn't buy the dip right now. some of you are alright.

“逢低买入”是指数策略，不是迷因股策略。话虽如此，我现在不会逢低买入。你们里面有些脑子还算清醒。

>>62539694

Ive hit my limit. Im slowing down my koru buys significantly. Sitting on 50% voo incase the SP hits 10% down. Not much to do but wait.

我封顶了。我正在大幅减少我的Koru买入。手头留着50%的VOO仓位，以防标普跌10%。也没什么可做的，只能等。

Chips rebound im happy, sp falls im happy, kopsi colapses I still ride it down. Let's fucking go!

芯片反弹我就高兴，标普下跌我也高兴，韩国综指（Kospi）崩盘我照样骑脸输出。让他妈的来吧！

图片: https://i.4cdn.org/biz/1785379649086491.jpg

If you sell now it's definitely gonna go up just keep hodling

如果你现在卖出，它肯定会涨，只管持有（HODL）

图片: https://i.4cdn.org/biz/1785379659937206.jpg

>>62539729

Kospi is an index tho? I've been slurping koru the whole time kek

韩国综指不也是指数吗？我全程都在吸溜Koru呢，kek

图片: https://i.4cdn.org/biz/1785379701773933.jpg

really the only thing you need to have to prevent yourself from being a baggot is a sense of humility but they really are going to ride the euthansia coaster all the way to zero

真的，想要避免自己成为接盘的冤大头，你唯一需要做的就是谦逊之心，但他们真的会一路坐“安乐死过山车”坐到零

>>62539735

Yea boy!

耶！兄弟！

图片: https://i.4cdn.org/biz/1785379777292945.jpg

>>62539726

>This is a retail market and institutions are going to go broke if they keep trying to interfere

>这是一个零售市场，如果机构继续试图干预，他们只会把自己搞破产

Shaking down retail through options and margin suits them fine.

通过期权和保证金来压榨散户，这正合他们意。

>>62539688

7% all time? barely better than a CD? sign me the fuck up bro!

历史年化收益只有7%？跟定期存款差不多？你他妈跟我开玩笑呢兄弟！

>>62539558

>oh no they have my personal information!

>哦不，他们有我个人信息！

Might matter if I wasnt some degenerate gambler

如果我不是个赌鬼，这可能还真有点关系

图片: https://i.4cdn.org/biz/1785379851021768.jpg

>>62539731

图片: https://i.4cdn.org/biz/1785379896333310.jpg

my advice use this bounce to exit and stop trying to get rich quick through gambling and leverage

我的建议是利用这次反弹退出，别再试图通过赌博和杠杆一夜暴富了

we're only getting this bounce because stupid baggot retards are buying puts as expensive as they are for the first time after their first 40% loss.

我们之所以能迎来这次反弹，只是因为那些愚蠢的冤大头在经历了40%的亏损后，第一次买入看跌期权，而且价格还这么贵。

you lost all this money? think of it as personal character development. like tuition. But you're not going to make it back the same way you lost it

你亏光了所有这些钱？把它当作个人性格发展吧，就像交学费一样。但你不可能用亏钱时的同一种方法把钱赚回来

also pretty red looking full moon tonight? was it a blood moon? seems to line up with ramping up military action today. they're all cultists.

另外，今晚的满月看起来挺红的？是血月吗？似乎跟今天军事行动升级吻合。他们都是一帮邪教徒。

图片: https://i.4cdn.org/biz/1785379947105689.gif

>>62539744

It does until the numbers are comically mismatched from reality that they stop falling for the obvious shakeout attempt which is what will happen next

只要数字与现实荒谬地不匹配，他们就不会再上当去相信这种明显的洗盘企图，而接下来就会发生这种情况

>stock made 9000000% gains this quarter

>这只股票这个季度涨了9000000%

>and is guiding double growth every year for 10 years

>并且承诺未来10年每年增长翻倍

>with immutable contracts the entire time

>并且一直拥有不可变的合同

>and government funding should anything go wrong

>并且如果有意外，还有政府资金兜底

>gee I better panic sell now at the local bottom!

>天哪，我得在局部底部恐慌抛售了！

>microns back red

>英伟达又绿了

its fucking over

彻底完了，操

图片: https://i.4cdn.org/biz/1785380006940605.png

>>62539752

Korean retail doesn't get easy access to options. That's why they're so obsessed with leveraged etfs.

韩国散户无法轻易接触到期权。这就是为什么他们如此痴迷于杠杆ETF的原因。

>>62539756

>>62539756

>>62539756

>>62539752

Some people are down like 80%. At this point just ride it out no point in exiting on such a weak pump.

有些人已经跌了80%。到了这个地步，只能扛过去，在这么弱的拉升中离场毫无意义。

>>62539765

This

Ive lost 1.5m in 3 weeks.

我三周亏了150万。

>>62539753

it was a BUCK MOON. I told you they were going to break bucks today. you niggers never listen

那是“ bucks moon ”（雄鹿月/美元月双关）。我告诉过你今天他们会跌破美元。你们这群黑鬼从来不听

>>62539747

You don't seem to be aware, but CDs don't pay 7% monthly yield.

你似乎没意识到，定期存款的月收益率可不是7%。

>>62539711

>>the entire market missed pricing in profits except for me the rando biz anon im the only one smart enough to do this

>>整个市场都没算进利润，除了我这个普通的匿名商人，只有我最聪明，能做到这一点

Damn you're that same bitch from reddit who was crying about semis yesterday.

Damn 你就是那个昨天在reddit上哭诉半导体板块的那个娘炮。

Here's some help, fuck off and kill yourself.

给你点帮助，滚蛋，去死吧。

>they priced in

>他们已经定价进去了

>>62539752

>my advice use this bounce to exit and stop trying to get rich quick through gambling and leverage

>我的建议是利用这次反弹退出，别再试图通过赌博和杠杆一夜暴富了

Fuck off and go back to red dit you crying little bitch.

滚蛋，滚回red dit去哭吧，你这个哭哭啼啼的小娘炮。

>>62539758

good job you let it go to page 2 after being on page one for hours

干得漂亮，你在第一页待了好几个小时，现在终于爬到第二页了