/smg/ - Stock Market General

Super hero rescuing your portfolio edition

超级英雄拯救你的投资组合版

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/ >>62539756

此前在 /smg/ >>62539756

图片: https://i.4cdn.org/biz/1785391906410009.jpg

>futures

图片: https://i.4cdn.org/biz/1785392008298497.gif

>>62540318

This is not a reply, this is a summary of what I read in your post.

这不是回复，这是我对你帖子的阅读摘要。

>I am too retarded to fake a screenshot but I'm definitely beating S&P 500

>我太菜了，连截图都不会P，但我绝对跑赢了标普500

>>62540323

your id is a good name for a porn site

你的ID是个很好的色情网站名字

do the needful my bastards buy MSFT (ticker: msft)

做该做的事吧，我的崽子们，买入微软（代码：msft）

the memories are over now only windows

记忆已经结束了，只剩下Windows。

>>62540325

>that one guy who demands screenshots after the ding ding ding poster asks how you did today

>那个在“叮叮叮”发帖人问“你今天过得怎么样”之后，非要你晒截图的家伙

>that one guy who thinks faking screenshots or posting portfolio proves anything

>那个以为伪造截图或晒投资组合就能证明什么的人

>that one guy who carries on convos from a previous general because he has brain worms

>那个因为脑子里长了虫还非要接着上个主题讨论的哥们

>>62540323

>4K.nut

图片: https://i.4cdn.org/biz/1785392208943346.png

KOSPI has an invincible 5500 floor.

韩国综合指数（KOSPI）有个坚不可摧的5500点铁底。

>>62540330

You post like someone who pins the chart to today to feel good about today's 16%, while ignoring whole year's daily -50%

你发帖的样子就像是为了让自己对今天16%的涨幅感到满意，把图表钉死在今天，完全无视全年每天-50%的表现

>>62540333

I feel pretty good that I don't lose trades I monitor yes and those trades are crushing the sp500 yes

我感觉棒极了，我监盘的 trades 都不亏，是的，而且这些 trades 的表现碾压标普500

>>62540332

hope the floor is comfy because you'll be lying there (both physically and metaphorically) for the next quarter

祝这个“地板”睡得舒服，因为接下来一个季度你都要躺在这上面（物理上和心理上）

broke ass mf

穷逼混蛋

I'm calling it now. S&P will bear market into a crab and then accelerate into a kangaroo market to milk the bulls dry.

我现在就放话了。标普500会进入熊市震荡，然后加速变成“袋鼠市场”（暴涨），把多头榨干。

>>62540330

>that one guy who does nothing but voo and chills

>那个只搞Voo（Vanguard标普500ETF）然后躺平的人

图片: https://i.4cdn.org/biz/1785392317655573.png

Why red bloody?? Analyst say 3x SK Hynix?? You bitch you lie!

为啥红得发紫？？分析师说SK海力士是3倍杠杆？？你瞎扯！

>>62540323

It's getting on the archives.

这快成经典语录了。

图片: https://i.4cdn.org/biz/1785392358132991.png

How futures looking?

期货行情咋样？

Loving all the slurps lately, bears are so retarded.

最近特别喜欢看那些空头吹鼻涕泡，空头真是蠢爆。

>>62540336

I feel pretty good that I'm crushing your net worth just by not looking at charts and going outside.

我感觉棒极了，光是不看图表然后去外面走走，就把你的净资产给碾压了。

>>62540345

I spend 5 days a week engaging in rigorous physical activity on top of trading and I workout every day. Anyway my gains are +54.19% losses -41.17% only differences is the losses came from not being there for my trades while at work so I won't be doing that anymore. When I monitor my trades I'm up over 50% and I'm new to this which is the only reason I've lost anything at all.

我每周有五天在做高强度的体力活动，还要交易，每天都健身。不管怎样，我的收益是+54.19%，亏损是-41.17%，区别在于亏损是因为我在上班时没盯着交易，所以以后不会再这样了。当我监盘的时候，我赚了超过50%，我是新手，这也是我唯一亏钱的原因。

>>62540348

Sometimes I get tired and just leave posting up to LLMs https://chat.deepseek.com/share/ecakfxlup0q8xfw8zj

>>62540323

图片: https://i.4cdn.org/biz/1785392791469556.jpg

>>62540354

That's why you buy real stocks producing real 1s and 0s like Nintendo.

这就是为什么你要买真正生产现实中的1和0的股票，比如任天堂。

I bought pltr calls two days ago at the bottom am I fucked

我在两天前最低点买了PLTR的看涨期权，我是不是要完蛋

>>62540354

>the money google paid to memory makers doesn't exist yet it somehow shows up as capex on their securities reports and minus free cash flow

>谷歌付给存储芯片制造商的钱还没发生，却莫名其妙地体现在他们证券报告里的资本支出中，并减少了自由现金流

amazing truly amazing

真是令人惊叹，太不可思议了

Yields are fake and gay and mean very little to equity markets because central banks own the corpo bonds so equity is faker and gayer so corpo raiders are robbing pensions and banks

收益率是假的、娘炮的，对股市意义不大，因为央行持有公司债，所以股市更假、更娘炮，于是公司掠夺者正在掠夺养老金和银行

>>62540358

图片: https://i.4cdn.org/biz/1785393125224815.png

>>62540363

What do you mean imaginary money? All that money is real, it's literally purchasable?

你什么意思，假钱？那钱可是真的， literally 能买东西？

>>62540353

index trackers such as spy are up 7-8% currently so this analysis is using faulty datasets

像SPY这样的指数追踪器目前涨了7-8%，所以这个分析用的是错误的数据集

>>62540368

whatever makes you sleep better at night

只要能让你晚上睡得着就行

图片: https://i.4cdn.org/biz/1785393349982356.png

>btc holding 60k strong for nearly 6 months now

>比特币在6万点支撑了快半年了

what does this mean for the overall market

这对整体市场意味着什么

图片: https://i.4cdn.org/biz/1785393386700925.png

>people are now calling 5500 invincible after dumping from +9k

>跌了9000点以上之后，现在有人叫嚣5500点坚不可摧

图片: https://i.4cdn.org/biz/1785393391217076.jpg

>>62540368

Nigga what fucking chart are you looking at

傻X，你他妈到底在看哪个图表

It's time to buy more AMD

是时候加仓AMD了

>>62540371

I sleep like a baby tbqh you otoh are a certified nutcase

我睡得跟婴儿一样香，说实话，而你呢，是个有确诊的精神病患者

图片: https://i.4cdn.org/biz/1785393471080342.jpg

>>62540376

>Last year ceases existing on January 1st

>到了1月1日，去年就彻底不存在了

ok retard

好吧，蠢货

图片: https://i.4cdn.org/biz/1785393518460533.png

>>62540319

why is adult WW so shit, but loli WW is so sexy?

为什么成年的WW那么烂，但萝莉WW那么性感？

图片: https://i.4cdn.org/biz/1785393585314501.jpg

>>62540377

here is the most popular sp500 index tracker spy

这是最热门的标普500指数追踪器SPY

I hope you enjoy being wrong for all eternity

我希望你享受永远错下去吧

图片: https://i.4cdn.org/biz/1785393665198300.jpg

btw: niggers

顺便说一句：黑鬼

>>62540328

no thx, saar

不了，长官

>>62540372

it means retards that fell for crypto meme think they can just boglehead out of their fate

意思是那些被加密货币迷因洗脑的蠢货以为他们就能像博格海德（Boglehead）那样逃避命运

>>62540328

I got enough

我受够了

图片: https://i.4cdn.org/biz/1785394129454307.png

>futures

图片: https://i.4cdn.org/biz/1785394132034830.gif

>>62540383

It must feel good being a racist piece of shit online? I’m just happy man, I’m a black American with a decent portfolio that generates income. I live good, I eat good and I fuck moderately attractive women. All the white boys I see are generational losers. Keep stockin them shelves Kevin. Fuckin faggot ass cracker..

在网上当个 racist 的渣滓是不是感觉爽翻了？我就挺开心的，我是个有不错投资组合并能产生收入的美国黑人。我住得好，吃得好，还能跟中等漂亮程度的女人约会。我看到的那些白男都是一代不如一代的废柴。继续给凯文理货吧，你个他妈的同性恋混蛋白痴。

>>62540390

it actually fell below $60k for some time which I told everyone here to buy 2x btc at that price. like half the holders of btc are never selling there's uncanny support at anything below $60k

它实际上有一段时间跌破了 6 万美元，我当时就告诉这里的每个人在那价格买入 2 倍杠杆的 BTC。大概一半的 BTC 持有者永远不会卖出，在 6 万美元以下的任何价位都有极其稳固的支撑。

>>62540372

https://youtu.be/UXI7i49i624?si=ixCoUyo1hCzeLRvn&t=78

>>62540390

Isn't Boglehead'ing investing in the entire market? How can you diversify in the crypto market when BTC dominates?

Boglehead（指数基金定投）不就是投资整个市场吗？当 BTC 占据主导地位时，你如何在加密货币市场中实现多元化投资？

>>62540394

Wow very many Microsaarft.

哇，好多 Microsat（小卫星/或指微软相关梗）。

>>62540355

This

>>62540394

based bastard

基于（base）的混蛋

I got like a twentieth of that and I slept gooder than a mf on that pump

我只拿到了那人的二十分之一，但我在这波行情中睡得比任何人都香。

>>62540400

There's a part in bogleheading nobody likes which is HODLing and being so patient that you never sell. Retards shit on bogheleading until what they were warned about happens, then they suddenly become turboHODLers on a depreciating asset that generates negative value.

Boglehead 策略中没人喜欢的一部分就是持有不动（HODL）并且耐心等待到你永远不卖出。那些智障在 Boglehead 策略被预警的风险成真之前一直喷它，然后他们突然变成在一个产生负价值的贬值资产上的超级 HODLer。

you can just buy COPY/SCHD and be bog'leld

你直接买 COPY/SCHD 就可以成为“博格”（Boglehead/长期持有者）。

my spacex puts expire today and somehow I‘m in the red

我的 SpaceX 看跌期权今天到期，不知为何我还是亏损的。

图片: https://i.4cdn.org/biz/1785394492793516.jpg

>>62540408

Elon is personally keeping that shit above 100. He knows the jig is up and is stalling.

埃隆 personally（亲自）在把那玩意儿维持在 100 以上。他知道把戏被揭穿了，正在拖延时间。

KMB bros. I found a DL fetishist girl on a dating site. She's said I was the only one who realized DL stans for Diaper Lover.

KMB 的兄弟们。我在一个交友网站上发现了一个恋尿布（diaper lover）的女孩。她说我是唯一一个意识到 DL 代表 Diaper Lover 的人。

Bullish or Bearish?

看涨还是看跌？

>>62540411

>losing 300 billion in a month

>一个月损失 3000 亿

that ipo ruined him, he had an infinite money printer with tsla and he blew it

那次 IPO 毁了他，他本来有着 TSLA 这个无限印钞机，结果他把它浪费了。

Big thing on the jews' """"strategy""""" https://www.timesofisrael.com/an-exchange-of-ideas-inside-netanyahus-oval-office-meeting-with-trump/

Tldr sounds like they want the us to starve out iran. Which even after state collapse would keep oil disrupted I would think

简而言之，听起来他们想让美国挨饿来拖垮伊朗。即使在这种政权崩溃的情况下，我认为石油供应仍然会中断。

>>62540414

图片: https://i.4cdn.org/biz/1785394953702057.jpg

>>62540414

Everything's already dumping, so...

一切都在抛售，所以……

>DDR6 twice as fast as DDR5

>DDR6 的速度是 DDR5 的两倍

>chinese DDR6 test models 30% slower than Micron models

>中国 DDR6 测试模型比美光（Micron）模型慢 30%

https://www.tweaktown.com/news/112882/memory-supply-could-plummet-70-percent-as-ais-endless-hunger-devours-global-production/index.html

>consumer firms have already 'locked in' contracts to buy ram for 5 years at current prices to avoid buying even higher

>消费电子厂商已经以当前价格锁定了未来 5 年的内存采购合同，以避免未来更高的价格

>Apacer means it has bought and held $383 million worth of DRAM and NAND inventory now so it has secured parts to keep making products rather than risk being starved for supply or paying even higher prices later. The article says other firms are locking multi-year supply deals and that this shifts more of available memory toward data centers and long-term contracts, leaving consumer retail memory with tighter availability, higher prices, and fewer product options. (Related: "Micron has signed agreements locking in record-high memory prices with major customers through 2030" and "HDD and SSD shortages have now led customers to sign 5-year supply agreements".)

>这意味着 Apacer（宇瞻）现在购买了价值 3.83 亿美元的 DRAM 和 NAND 库存，从而确保了零部件供应以继续生产产品，而不是面临供应短缺或以后支付更高价格的风险。文章称其他公司也在锁定多年期的供应协议，这使得更多可用内存流向数据中心和长期合同，导致消费零售内存的可获得性更紧张、价格更高、产品选择更少。（相关链接：“美光已与主要客户签署协议，锁定 2030 年创纪录的高价内存”以及“HDD 和 SSD 短缺现已促使客户签署 5 年期供应协议”。）

Answered

Read more: https://www.tweaktown.com/news/112882/memory-supply-could-plummet-70-percent-as-ais-endless-hunger-devours-global-production/index.html

>supply will drop 70% over the next 7 months and it will not get better

>未来 7 个月供应量将下降 70%，而且情况不会好转

图片: https://i.4cdn.org/biz/1785394959033983.png

Rolls Royce niggas... we fucking WON

劳斯莱斯的黑人们……我们他妈的赢了

>>62540328

Already did

已经赢过了。

Now shifting to wait for memory bottom and will slurp micron for as much as I can (LEVERAGED).

现在转而等待内存触底，并将尽可能多地（加杠杆）吸筹美光。

Gamers shouldn't be upgrading so much anyway. Games should be optimized better.

反正玩家不该升级得这么频繁。游戏应该优化得更好。

>>62540428

I kinda want to start buying in now though

不过我有点想现在就开始买入

Imagine seeing this and not immediately going max short against AI and semis

想象一下看到这个却不去对AI和半导体疯狂做空

>>62540216

>>>/pol/539862182

图片: https://i.4cdn.org/biz/1785395180161158.jpg

>>62540426

wish I could trade that overnight

真希望我能进行这种隔夜交易

>>62540396

Lol. Nigger got big mad.

笑死。那个黑鬼生气得要命。

>>62540396

Hold the fuck up, bro. I'm a racist in real life too. Nigger.

等等先，老哥。我现实生活里也是个种族主义者。黑鬼。

Basically even if AI demand 'slows', consumer-oriented firms are buying up as much ram as possible.

基本上即使AI需求“放缓”，面向消费端的公司也在尽可能大量囤积内存条。

Chinese chips are shit+china is using their chips for their domestic industry, Apple is shit out of luck and retarded.

中国芯片就是屎+中国在用他们的芯片服务国内产业，苹果完蛋了而且脑子有病。

https://gagadget.com/en/720208-meet-threehalves-a-2-meter-centaur-robot-built-for-disaster-zones/

Robot boom will follow the AI boom as well, logically, and suck up more memory.

从逻辑上讲，机器人繁荣也会紧随AI繁荣而来，并吸纳更多内存。

The MASSIVE amount of fud against memory companies the last 9 months has ruined this board- all the people who would have made comfy gains, instead you have that one faggot shilling VTI and crying that people "should never ever invest in leveraged tech ever".

过去9个月对内存公司的海量FUD（恐惧、不确定和怀疑）毁了这版块——那些本可以舒服获利的人不见了，取而代之的是那个一直吹捧VTI、哭着说人们“永远不应该投资杠杆科技股”的基佬。

图片: https://i.4cdn.org/biz/1785395267580715.png

>>62540432

at some point shareholders are wrong and get ignored that point is now

股东有时候是错的，而且忽视他们的时候到了

>>62540434

>>62540435

I jerk off on homeless white women.

我给无家可归的白人女性手淫。

>he fell for the msft FUD

>他信了微软的FUD

>>62540432

i am coping that maybe nancy knows something, NVDA had a similar draw down when she first went in

我在自我安慰，也许南希知道些什么，NVDA在她第一次入场时也出现过类似的下跌

图片: https://i.4cdn.org/biz/1785395343306064.jpg

>>62540378

When will there be cunnybots for domestic ownership and how can I invest in companies that make them?

什么时候会有供家庭拥有者使用的性爱机器人，我该怎么投资制造它们的公司？

图片: https://i.4cdn.org/biz/1785395349469635.jpg

>>62540439

and then

然后

>>62540439

I have loving sex with my beautiful white girlfriend almost every day.

我几乎每天都和我美丽的白人女友做爱。

>>62540429

We were getting close to a graphics plateau where a good PC would last you 10 years, but they just had to shove ray tracing into everything and obliterate the performance.

我们本来快要接近一个图形性能的瓶颈期，一台好PC能用上10年，但他们非得把光线追踪塞进一切东西里，把性能彻底搞砸。

>>62540439

Weird flex

奇怪的装逼方式

>>62540432

There are also 2 threads about how memory is going bankrupt full of seething retards screaming they hope it corrects and they can play their bing bing wahoos.

还有两个关于内存公司即将破产的帖子，里面满是咬牙切齿的蠢货尖叫着希望市场回调，好让他们玩自己的小弟弟。

we should all just start talking about value investing all the time and nothing else but invest semis. I'm convinced queer bears stalk this general. so yeah let's talk about Walmart and sheeit

我们其实应该整天只讨论价值投资别的别聊，但去投资半导体。我确信那帮看空的同性恋在这版块出没。所以没错，来吧，我们聊聊沃尔玛和傻逼公司吧

>>62540448

Yeah, but are they copy-pasted shilling by the same posterbon multiple boards? This is.

是啊，但这些是同一个帖子人在多个版块复制粘贴吹捧的吗？这是。

附件: https://i.4cdn.org/biz/1785395510406500.webm

>>62540443

ever heard of adoption

你听说过“采用率”（adoption）吗

might buy a bit of m*ta

可能会买一点Meta

>>62540442

Interesting, you're right. All the heemed stocks remain above their 200 day moving average.

有意思，你说得对。所有Heemed（注：可能是特定股或笔误，音译保留）股票都保持在200日均线上方。

图片: https://i.4cdn.org/biz/1785395595335978.png

Is this another episode of the Chinese rugging the market? First cheap LLM deepseek, now cheap ram and lithography. How about we tariff the Chinese, problem solved

这又是中国操纵市场的又一集？先是便宜的LLM DeepSeek，现在是便宜的内存和光刻机。咱们怎么不对中国加关税，问题不就解决了吗

>>62540425

See this doesn't make sense. If memory and storage is thos highly spught after, then why would these memory/storage companies even lock in 5 year contracts and trap capacity to a value now rather than idk waiting 6 months and being the only supplier left and letting all the companies bid up to multiples far higher than they paid today?

看，这说不通。如果内存和存储设备如此紧缺，那为什么这些内存/存储公司还要锁定5年合约，将产能固定在当前价值，而不是等等看6个月，成为唯一的供应商，让所有公司竞相出高价，远远超过他们现在支付的价格？

This is what makes no sense to me. For something so sought after just don't hand out the entire supply asap and simply charge more and more as they quickly get forced into paying up a higher premium

这让我无法理解。对于如此供不应求的东西，为什么不立刻就把所有供应量交出去，然后随着他们被迫支付更高溢价而不断涨价

It just doesnt make sense

这根本就不合理

>>62540449

I love walmart. I love working for 20 dollars an hour plus bad benefits in an office and investing 5% of my meager office worker white collar paycheck in walmart. Gonna retire in 35 years hehe.

我爱沃尔玛。我爱在办公室拿着每小时20刀加上一坨烂福利的工作，然后把我这可怜白领薪水的5%投资进沃尔玛。35年后退休，嘿嘿。

>>62540382

Zoom in

放大看看

>>62540439

We have much in common. Perhaps our races CAN co-exist peacefully.

咱俩真挺像的。也许咱们的种族真的能和平共处。

>>62540455

>See this doesn't make sense. If memory and storage is thos highly spught after, then why would these memory/storage companies even lock in 5 year contracts and trap capacity to a value now rather than idk waiting 6 months and being the only supplier left and letting all the companies bid up to multiples far higher than they paid today?

>见鬼，这说不通啊。如果内存和存储技术这么供不应求，那这些存贮公司干嘛还要锁定5年合同，把产能现在就定死，而不是等个半年，到时候成为唯一的供应商，让所有公司把价格抬得比现在高好几倍？

Because asking people to pay 5000 dollars in 2030 for something that was 500 bucks in 2026 is unreasonable and companies locking in now protects them from supply shortages while also protects Micron from the possibility of oversupply and thus a decline in demand/price decreases.

因为让人2030年花5000刀买2026年只要500刀的东西是不合理的。现在锁定合同既保护他们免受供应短缺的影响，也保护美光不被供过于求和需求/价格下跌所伤。

Niggas are protecting their asses on both sides.

这帮孙子两头都给自己留了退路，保住屁股呢。

Im not down huge or anything but im finding myself really irratible and restless since the bug dumpening happened.

我仓位不算重，但自打那波bug补丁出来，我就发现自己特别易怒、坐立难安。

I think mentally investing has become my main source of cope with my life and thats definitely not healthy

我觉得精神上沉迷炒股已经成了我应对生活的主要手段，这绝对不健康。

Being a wagie no friends incel in my 30s is one thing, but now I'm a baggie too??!

当个没有朋友的30多岁社恐宅男倒还能忍，现在我又成韭菜了？？！

Gimme a break!

别逗了！

图片: https://i.4cdn.org/biz/1785396012406909.jpg

>>62540455

If somebody offers what you want to buy your product you sell it. They are already getting insanse premiums sklo theu don't give a fug. Also, I think what you're suggesting is illegal and theuy'd probably be sued if they tried something like that.

有人愿意出高价买你产品，你就卖呗。他们本来就在付离谱的高溢价，根本不在乎。而且我觉得你建议的那操作是违法的，他们要是敢这么干大概会被起诉。

>>62540419

before you go back to >>>/pol/ where you belong, consider this: USA could just nuke Iran if nukes were real.

在你滚回你应该去的 >>>/pol/ 之前，想想这个：如果核弹是真的，美国早就把伊朗炸了。

>>62540454

The entire thingis retarded since chinese ram can't be used in American devices anyway, it's illegal. And koreans/japanese/dutch would use their own tech.

整个事儿太扯淡了，反正中国的内存条也不能用在美版设备上，这是违法的。韩国/日本/荷兰的那些厂商也会用他们自己的技术。

So it's Apple rugging the market by launching frivolous lawsuits and trying to pozz their phones with chinkshit. I just didn't realize it would be so fucking gay as to tank the fuck out of the entire market so hard.

所以是苹果通过发起无理诉讼、试图用烂货搞臭他们的手机来操纵市场？我没想到这事会蠢到把整个市场砸得这么惨。

I only started investing like last christmas, is it normal that everything is so low and stagnant during this time of year? never did a full year cycle before. Should mention that i mainly invested in tech and semiconductor stocks

我去年圣诞节才开始投资，这季节里一切这么低并且 stagnant（停滞）是正常的吗？以前没做过完整的年度周期。提一嘴，我主要投了科技和半导体股票。

图片: https://i.4cdn.org/biz/1785396108132063.jpg

>>62540442

Personally I think her trade was a red herring to trick retail into buying in. By the time retail knew about it the narket was just nearing the peak. Imagine that, copying her INTC trade right on the day that news came out. ~$130 was the price of INTC. Look at it today ~$80. And iirc some anon on here mentioned that she isnt even all that invested in stocks anymore. I wouldnt be surprised if she got mad that retail was pointing out her success amd did this out of spite so that retail would copy it and lose money. What's a $5m bet to dab on retail? Especiallywhen her networth is well over $200m?

我个人觉得她的操作是个红鲱鱼，就是为了诱骗散户进场。等散户知道的时候，市场差不多已经到顶了。想象一下，在新闻出来的当天就抄她的英特尔单子。英特尔当时大概是130刀。看看现在，大概80刀。而且我记得这有个匿名老哥提过，她其实也没多少仓位在股票上了。如果她发现散户在吹捧她的成功，一气之下故意搞这么一手让散户抄作业亏钱，我也不意外。对于净资产超过2亿刀的她来说，拿500万刀去坑散户算什么？

She could get far otm sell puts on a stable stock with $200m and make back that $5m easily.

拿2亿美元去卖出稳定股票的双利权，轻松就能把500万赚回来。

>>62540443

We beat the shit out of Microsoft when they were collabing with ARM to produce low-power NPUs, which we now call inference chips, so not soon. Gotta stop 'em spies or some shit.

当初微软和ARM合作搞低功耗NPU（现在叫推理芯片）的时候，我们把他们按在地上摩擦，所以这事儿还得拖一阵子。得防着那些间谍搞鬼之类的。

EoS, btw.

附议，EoS。

>>62540439

very hot and very based

相当硬核且非常在理。

附件: https://i.4cdn.org/biz/1785396250824422.mp4

Sometimes I think to myself that America is a scam set up by europeans

有时候我琢磨，美国是不是欧洲人搞出来的一个骗局。

Their food and quality of life is way higher, they work less, America is the stormiest and most climatologically hostile place on earth, they work less, theres less crime, we pay for all the drug discovery, we fight all the wars.

他们的食物和生活质量都高得多，工作还少。美国是地球上气候最恶劣、环境最 hostile 的地方，他们工作还少，犯罪率还低。所有的药物研发都是我们买单，所有的战争都是我们打。

Supposedly we are richer in numbers, but unless you have a n extreme bordering on sexual fetish for (owning things which are 10-15% bigger) then the current deal seems kind of shitty.

按理说我们人口更多，但除非你对“拥有大10%-15%的东西”有某种近乎性癖的执念，否则目前的局面简直糟透了。

图片: https://i.4cdn.org/biz/1785396281278074.gif

Reminder: If SanjayDisk gets rerated to MU or SKHY valuations then its going straight to 400.

提醒：如果SanjayDisk被重新估值到MU或SKHY的水平，股价会直接冲到400。

[CHORUS: THEA AUSTIN]

RHYTHM IS A DANCER

IT'S A SOUL'S COMPANION

PEOPLE FEEL IT EVERYWHERE, MM

LIFT YOUR HANDS AND VOICES

FREE YOUR MIND AND JOIN US

YOU CAN FEEL IT IN THE AIR

[POST-CHORUS: THEA AUSTIN]

OH, IT'S A PASSION

OH, YOU CAN FEEL IT IN THE AIR

OH, IT'S A PASSION

OH, OH, OH, OH

图片: https://i.4cdn.org/biz/1785396319870219.png

>>62540474

THE GOYIM KNOW

SHUT IT DOWN

>>62540474

They are called Europoors because they are literally poor to a comical degree. They are all poorer than the poorest state.

他们被称为“欧洲穷鬼”是因为他们穷得简直滑稽。他们全都不如美国最穷的那个州有钱。

Heyyy so I know you're out there trying to make my life as miserable as possible

喂喂，我知道你在那儿，正拼命让我的生活变得痛苦不堪呢。

This recent 1-2 whammy of market dumps and student loans coming out of forbearance was impressive, I have to admit.

不得不承认，最近市场暴跌加上学生贷款解除宽限期这一记1-2连击，确实挺震撼的。

But the thing is....I just....like...don't care...

但问题是……我……就是……不在乎……

I know you're trying so hard and I'm sorry, but i just don't care haha

我知道你真的很努力，也很抱歉，但我真的不在乎哈。

Good effort though!

不过还是赞一个！

图片: https://i.4cdn.org/biz/1785396436555780.jpg

>>62540479

damn straight son, i got my fried chicken to keep me company

说得太对了小子，我有炸鸡陪我呢。

图片: https://i.4cdn.org/biz/1785396483403273.png

>>62540479

>he is posting coping posts on /smg/?

>他在/smgb/发帖找借口？

>dump it again

>再崩一次

图片: https://i.4cdn.org/biz/1785396541674333.jpg

>>62540463

Last I checked a company doesn't have to offer you their capacity ahead of schedule. That's like saying if I own a cake making company I have to accept years worth of orders upfront rather than just taking them as they come and charging as I please, of they don't like it go find another cake company. Oops they all decided to book out 5 years.

我上次查过，公司没有义务提前把产能给你。这就像说如果我开个蛋糕店，我就得提前几年接下单子，而不是随到随做、随意定价，如果不喜欢就去找别的蛋糕店。哎呀，结果他们都决定把未来5年的单子都订完了。

>>62540472

How do these people even end up like this?

这些人怎么会变成这样？

>>62540475

>rerated

What do you mean by that?

你这话是什么意思？

>>62540467

You just experienced an unprecedented bull run, which is now concluding.

你刚刚经历了一轮前所未有的牛市，而现在它即将结束。

>>62540467

>summer

yes, it's normal

是的，这很正常。

santa rally is a thing too

圣诞行情也是一种现象。

>>62540467

let me add, this is when you are supposed to bogle and put your liquidity in (be careful though)

顺便说一句，这时候是你应该“Bogle”（长期持有指数基金）并把流动资金投入市场的时候（不过要小心点）。

>>62540479

>>62540482

A game of chicken. How far must they dump the entire market just to get anon to accept defeat.

一场胆小鬼游戏。他们要把整个市场砸多狠，才能让匿名仔认输？

>>62540491

you're always supposed to bogle

你永远都应该长期持有指数基金。

r8 my performance vs s&p

点评一下我的表现对比标普。

图片: https://i.4cdn.org/biz/1785396830916250.png

>>62540396

>moderately rich nigger

>有点钱的白左黑鬼

>still has to interact with the worst Whites

>还得和最烂的白人打交道

I thank God every day for making me White lol

我每天都要感谢上帝让我是个白人哈哈

>>62540483

opiates are genuinely the devil

阿片类药物真是魔鬼本身。

and yet for some reason humanity is trying to make new ones with analogues so you get shit like fent

然而不知为何，人类还在试图用类似物制造新药，结果搞出芬太尼这种垃圾。

>>62540472

>starts rapping at the end

>结尾开始说唱

lmao

>>62540483

My sar in Vishnu rerated means that the market has changed the narrative around a stock/sector and now and set new price targets. Semis got rerated a few months ago which started the massive bull run.

我在Vishnu那支股票的SAR被重新估值，意味着市场改变了某支股票或板块的叙事，并设定了新的目标价。半导体股几个月前被重新估值，由此开启了这轮大牛市。

>>62540493

true

>>62540495

Need to learn how to take profit/10

得学会怎么止盈/10

You can delay your shitshow all you want techtrannies, there's no avoiding a global recession

你们这群科技变性人可以无限期拖延你们那团糟的局面，但全球经济衰退无法避免。

Let's see how your "tech" (=ads) revenue will fare.

让我们看看你们靠“科技”（=广告）赚的钱还能撑多久。

图片: https://i.4cdn.org/biz/1785397094371195.png

>>62540495

Real bogle

真正的博格尔（价值投资者）。

图片: https://i.4cdn.org/biz/1785397133154386.png

Are defensive stocks only defensive because people think they are?

防御性股票之所以具有防御性，仅仅是因为人们认为它们具有防御性吗？

>>62540483

>>62540463

>Last I checked a company doesn't have to offer you their capacity ahead of schedule. That's like saying if I own a cake making company I have to accept years worth of orders upfront rather than just taking them as they come and charging as I please, of they don't like it go find another cake company. Oops they all decided to book out 5 years.

>据我上次所知，公司没必要提前把产能给你。这就好比说我开蛋糕店，我就得提前好几年接订单，而不是随到随做、按我的心情定价，要是他们不喜欢，那就去找别的蛋糕店。哎哟，结果他们都决定提前五年预订好了。

It's because of the cyclical fears.

这是因为周期性恐惧。

In particular you see a lot of dumbfucks and faggots and jeets on twitter posting "oh earnings peak before he end of the cycle and then revenues go down 80%".

特别是你在推特上能看到很多蠢货和同性恋以及废物发帖说“哦，盈利在周期结束前见顶，然后收入要暴跌80%”。

By locking in 2026 pricing with these customers for 3-5 years Micron is insulating itself against the cycle, the earnings will continue to rise or at least the decline will be like they made 400 billion at peak and are now making 300 billion in 2029 after 'the big end of cycle dump'.

通过与客户锁定2026年的价格长达3-5年，美光正在让自己免受周期波动的影响。盈利将继续增长，或者至少下降幅度会像这样：峰值时赚了4000亿，而在“周期大崩盘”后的2029年仍能赚3000亿。

This is what midwits who spam CYCLE CYCLE CYCLE don't seem to understand at all. Cisco and Dotcom's cycle end saw Cisco getting billions in losses, this is also what happened in previous memory cycles- so by locking in prices they are ensuring continuous cash flow. There is no cycle, as a result, but retards will keep spamming it because it makes their money brain happy to think "I'm smart, I can repeat this shit, earnings? Naw dawg I'm all about the TA!".

这就是那些疯狂刷屏“周期 周期 周期”的中等智商人群完全不懂的地方。思科和互联网泡沫的周期见顶时，思科也经历了数十亿的损失。在之前的内存周期中也是如此——因此，通过锁定价格，他们确保了持续的现金流。结果并没有周期波动，但那些低智白痴还是会继续刷屏，因为这让他们觉得自己很聪明，“我能重复这个套路，什么盈利？不兄弟，我专攻技术分析！”

>>62540478

Right right.

对对对。

I mean Burgos Spain has a GDP per capita 1/3rd of Atlanta... But Atlanta is a crime riddled shithole with homeless people walking around covered in their own feces, project housing everywhere, food straight out the corn syrup dispencer.

我是说，西班牙布尔戈斯的人均GDP只有亚特兰大的三分之一……但亚特兰大是一个犯罪横行、到处是裸体淋身屎的流浪汉、到处都是廉租房、食物直出玉米糖浆分配器的垃圾场。

When I lived there like 7 of the (white collar) people I knew that lived in gated communities got robbed shot stabbed in the neck and one was even kidnapped and held for ransom.

当我住在那里时，我认识的住在封闭社区里的（白领）人中，有7个被抢劫、枪击或颈部被捅，甚至还有一个被绑架勒索赎金。

It kind of seems like theyve gotten one over on us.

感觉他们好像在套路我们。

图片: https://i.4cdn.org/biz/1785397268732053.gif

>>62540467

Yes and I should have sold a month ago and fucked off but I didn't.

是啊，我本应该一个月前就卖出然后滚蛋，但我没这么做。

>>62540488

It'll resume shortly. Just need to wait a little bit for this frothy market to stabilize.

很快会恢复。只需要等这个泡沫市场再稳定一下。

>>62540510

yea, and Atlanta is a single city and Spain is a whole country.

是啊，而且亚特兰大只是一个城市，而西班牙是一个完整的国家。

>>62540507

unironically yes

我是认真的

>>62540483

>What do you mean by that?

>你这话是什么意思？

he's retarded and has no clue what the fuck he's talking about.

他就是个白痴，完全不知道自己在胡扯什么。

>>62540499

No it didn't you fucking retard lmao. SPCX was rated by analysts with price targest as high as 800. Analyst ratings don't mean anything.

没有这回事，你这他妈的低智白痴，笑死人了。SPCX曾被分析师评级，目标价高达800。分析师评级根本不值一提。

And this is besides the fact their earnings growth is 100% nand and nand has outperformed dram this quarter.

更不用说他们的盈利增长100%来自NAND，而且本季度NAND的表现优于DRAM。

>>62540515

Burgos is a city in Spain

布尔戈斯是西班牙的一个城市 我是说，除了新英格兰地区，欧洲在其他方面确实把我们按在地上摩擦。

>>62540515

I mean outside of New England yurop does kind of mog us thoughtbeit.

我的意思是，除了新英格兰以外，欧洲在某些方面确实比我们强，这是公认的。

But its new england with better food and 7 weeks a year off.

但那是新英格兰，有更好的食物和每年7周的休假。

图片: https://i.4cdn.org/biz/1785397480848804.jpg

>>62540507

what does that even mean

这到底是什么意思

The CIA said we should just outright declare victory and move on

CIA说我们应该直接宣布胜利然后继续前行

>>62540479

what actually made my life worse was 1) failing to dump the celestial insidiants kill team for 130 dollars on ebay in february 2) having to use my amazon gift card on tires for my car instead of the Armageddon box and then ditching most of the smegmarines except the landspeeder and 3) they finally released Exodites after 35 years OOP but the kill team box is borderline a scam. No plastic terrain, no opposing kill team, orks are just beast snaggas no one wanted and not even the shame to offer a discount. Just exodites.

真正让我生活变糟的是：1) 二月份没能以130刀在eBay上清仓那些天堂叛徒杀戮小队；2) 不得不把我的亚马逊礼品卡用在买轮胎上而不是买末日审判盒，然后扔掉了大部分那堆蠢货太空陆战队，只留下了快反装甲；3) 他们终于在绝版35年后推出了流亡者小队，但那个杀戮小队盒子简直是诈骗：没有塑料地形件，没有对手杀戮小队，欧克族只是没人要的野兽萨满，甚至都没有半点羞愧地提供个折扣。就只是流亡者。

图片: https://i.4cdn.org/biz/1785397593334025.png

>>62540515

What did you think means "Burgos" in front of spain?

你们知道西班牙前面的“布尔戈斯”是什么意思吗？

>>62540495

desu if I was you I'd only brag when I'm up there outperforming it, instead of underperforming.

老弟，要是我的话，我只会在真的超越它、表现优异的时候才炫耀，而不是在表现拉胯的时候。

>>62540492

if they dump it far enough they'll bleed themselves and give me a place to slurp as hard as possible. I wish I had 100k in 2020 to slurp shit when it was low. if I coulda put 100k into TESLA I would have made 2 million.

如果他们抛售得足够狠，他们自己也会失血过多，给我留出最大口吸进去的机会。真希望2020年我有10万美金去低位吸筹。要是我当年能把10万投进特斯拉，我现在就能赚200万了。

Losing a few thousand sucks but at a certain point you're waiting for the market to dump the rest to zero so you can reload for the rebound.

亏个几千块确实恶心，但在某个节点，你会等着市场把剩下的砸向零，这样你才能reload然后等着反弹。

>>62540509

That's implying that the orders will and can be filled. If a big player defaults or something massive changes, the promised revenue may not come into fruition.

那是在暗示订单会被完成。如果大玩家违约或者有什么巨变，承诺的收入可能就不会实现了。

I myself am bullish and think that this will come to pass and as much Memory/KOSPI is pretty undervalued now, but I understand the concerns, including the China scare, but even if we're reaching the top of the shortage, the demand isn't easing hard anytime soon and supply is so far behind it'll take year(s) to manifest. The thing here is that if revenue will actually come, then market sentiment shouldn't really matter all that much as memory makers can and are likely to issue dividends/massive stock buybacks, which would boost the value of the held stocks regardless of what the market thinks.

我个人看多，觉得这肯定会实现。目前内存/KOSPI相当被低估，但我理解大家的担忧，包括对中国的恐惧。但即便我们触及短缺的顶峰，需求短时间内也不会大幅缓解，而供应远远滞后，要几年后才能显现。关键在于如果收入真的能到位，市场情绪其实没那么重要，因为内存厂商可以而且可能会派发股息或大规模回购股票，这将提升持有股票的价值，不管市场怎么想。

>>62540495

lmfao

I'm similar ytd and it's hilarious how my attitude changes about it from day to day

我今年至今也差不多，每天对此的态度变来变去，简直滑稽。

>it's so fucking over

>他妈的要完蛋了

>I'm a genius we're so fucking back

>我是天才我们要起飞了

图片: https://i.4cdn.org/biz/1785397805184233.png

>>62540523

This nigga plays with dolls lmao

这哥们在玩弄木偶呢，笑死

>the market needs a new catalyst for growth

>市场需要一个新增长催化剂

>>62540524

We don't really care about europe here thoughbeit.

不过我们这边其实不太在乎欧洲。

I met a guy yesterday whos name was Cean pronounced "shawn".

我昨天遇到一个叫Cean的人，发音像“肖恩”。

>is that Gaelic?

>那是盖尔语吗？

>oh nah nah, I think its irish

>噢不不，我觉得是爱尔兰语

图片: https://i.4cdn.org/biz/1785397925787532.jpg

>>62540518

>>62540517

Cope

>>62540526

Dunno, with the forced deleveraging and so much margin debt, it makes sense for large players to just keep dumping temporarily to push the prices down and then just SLURP after everyone that could has been liquidated.

不知道，考虑到强制去杠杆和这么多保证金债务，大玩家暂时继续抛售压低价格，等所有能清算的人都被清算后再大口吸筹，这很合理。

It's a cope explanation, but it'd make sense to me. Either way it doesn't matter all that much as I do think the fundamentals in my bags are strong enough to carry them into the future.

这是个自我安慰的解释，但在我看来也说得通。反正没那么重要，因为我认为我持仓的基本面足够强劲，能支撑到未来。

>>62540503

>(=ads) revenue

>(=广告) 收入

funnily enough I have been seeing a ton of google youtube ads recently

有趣的是，我最近确实看到了大量Google YouTube广告

KEK TMF AND TLT BAGGIES

HEDGE WITH BONDS MY ASS HAHAHAHA

KEK YIELDMAX BAGGIES

80% (((DISTRIBUTION))) MY ASS HAHAHAHA

lol adidas

哈哈 阿迪达斯

>>62540509

So then why have they dumped so much? Iirc they've already been annoucning these contracts for months but iirc just 3 years time. Why the sudden news on what is basically just an extension on time?

所以为什么他们抛了这么多？我记得他们好像几个月前就已经在宣布这些合同了，而且我记得期限只有3年。为什么突然有新闻说这基本上只是延期呢？

>>62540527

You mean like those clauses that let them out of a contract with no penalty?

你是说那种允许他们无罚款解约的条款吗？

>>62540528

Relatable. Overall I'm pretty well off, but I adjust my daily purchases based on short term portfolio swings. I think it's a manifestation of the need to feel control.

很有共鸣。总体我还挺滋润的，但我会根据短期投资组合的波动调整日常消费。我觉得这是一种需要掌控感的表现。

>>62540522

Sounds antisemitic

听起来有点反犹。

Am i reading this wrong or is trump being called a wife kek

是我看错了，还是说特朗普在被人叫“老婆”玩梗？

图片: https://i.4cdn.org/biz/1785398437309469.png

>>62540546

Because trump is short the market is koreans are imploding due to liquidation.

因为做空特朗普会导致市场崩盘，韩国人因为平仓正在崩溃。

>>62540534

Explain why Tesla is valued at 800 by analysts while making less than 100 billion a year.

解释一下，特斯拉为什么被分析师估值8000亿，而年收入还不到1000亿？

>>62540529

They're high quality plastic wargame models you swine.

你们是高质量塑料战棋模型的猪猡。

>>62540535

That's why you don't go all in high

这就是为什么你不要全仓追高

>>62540552

Explain why boomer houses are valued at $1 million even though termites should be devaluing their paper boxes from $35000 down to $12000

解释一下，为什么婴儿潮一代的房子估值100万美元，尽管白蚁应该把它们从35000美元贬值得只剩12000美元的纸盒子价值

>>62540535

Considering I believe funds purposefully try to screw over retail traders and then combine in that many retail traders have become so well trained on the "just hold, it will bounce back, don't sell!" mantra, I would not be surprised if we go down more.

考虑到我认为基金故意搞垮散户，再加上这么多散户已经被训练得深信“只要拿着，会反弹的，别卖！”这种口诀，我不惊讶我们还会继续跌。

t. Stuck holding bags.

t. 死抱烂尾盘的人。

>>62540539

there was a guy shilling them yesterday saying they were good insulation against tech.

昨天有个家伙在推销它们，说它们是抵御科技股风险的好东西。

>>62540557

>It's da fooonds

>是基金干的

I'm noticing a correlation here but not sure of the causation.

我注意到这里有相关性，但不确定因果关系。

Guys ill be honest

哥们，说实话

I have my boggling on auto buy and i dont even log in anymore

我开了自动买入，甚至都不再登入了

I literally just play yugioh all day when I'm not working

我上班之余整天都在玩游戏王

>We target investments in US and non-US companies that we believe are undervalued and where knowledgeable “insiders,” i.e., executives, corporate officers, and/or directors or controlling shareholders, have been actively purchasing the company’s equity securities and/or the company is conducting opportunistic share buybacks.

>我们的投资目标包括美国和非美国公司，我们相信这些公司被低估，且懂行的“内部人士”（即高管、公司官员和/或董事或控股股东）正在积极购买该公司的股票和/或公司正在进行 opportunistic 的股票回购。

>>62540559

I mean the term stop loss hunting exists. Wouldn't be too surprising if they have data on how many retail traders are holding shares and options along with specific price points said people bought in at. And then aggregating that data to newer data to see just how much of retail was shaken out.

我的意思是，“止损猎杀”这个术语是存在的。如果他们掌握有多少散户持有股票和期权，以及这些人具体在什么价位买入的数据，并聚合这些数据来查看洗盘了多少散户，这也不会太奇怪。

>>62540550

That kind of shit is part and parcel of something US/ISR always do as a matter of habit, you're supposed to project unity no matter what

这种屁事是美/以（美国/以色列）长期以来习惯性做的事情，你们得表现出团结，不管发生什么

>>62540560

You'd probably get beaten by a minor young black kid with a stunset with $100 value.

你大概会被一个拿着价值100美元警棍的黑人未成年小孩打趴下。

>>62540570

My broker shows that info to me for my own portfolio, but why does it matter? Just don't be retarded and don't gamble your life savings. If you day trade, I hope you're using someone's elses money.

我的券商把我的持仓信息显示给我，但这有什么关系？只要别犯蠢，别拿毕生积蓄去赌就行了。如果你做日内交易，我希望你是在拿别人的钱。

>RAM baggots

>内存条小屁孩

LMAO

>>62540574

I play on master duel so replace black with chink kek

我在Master Duel上玩，所以把black替换成chink玩梗吧

>>62540557

Oh yeah jews love it

哦对，犹太人很爱这个

But then they cry when jews get accosted in the streets or Luigi'd

但当犹太人在街上被袭击或遭遇“路易吉跳”（Luigi'd，指被从背后偷袭或陷害）时他们又会哭诉

Many such cases

类似的情况有很多

>>62540511

same, that's why i was asking

我也是，所以我才问

>>62540495

quit trading unironically, you werent even beating the smp before it went to 0. all the downside with none of the upside, extremely -EV compared to the market

你是真·彻底不炒币了，连SMP跌到0之前你都没跑赢过。全是下行风险，半点上行红利没有，跟市场比起来亏到姥姥家了。

I still don't get why semis have crashed. Nothing that caused the bull run in the first place changed. Every bullish factor remains exactly the same.

我就是搞不懂为什么半导体板块崩盘了。当初促成这轮牛市的原因根本没变，所有看涨因素都一模一样。

图片: https://i.4cdn.org/biz/1785399439017553.png

>>62540585

>intcels

its about to dip below 80 holy fuck

眼看就要跌破80了卧槽

图片: https://i.4cdn.org/biz/1785399486707336.png

>>62540585

Almost like it was A FUCKING BUBBLE

这就跟他妈的泡沫一样

Everyone pls raise your paw if you have not only given back all your gains but are also red YTD

来，没白赚过钱的、今年收益还是绿的，请举手🙋

This is the bottom.

这就是底部了。

图片: https://i.4cdn.org/biz/1785399620508658.png

>>62540589

What? No. Bubbles come from unjustified investments. AI is wildly profitable and there's massive infrastructure projects all over the country because of it. Everyone is desperate for more and better hardware. This is all so incredibly bullish.

瞎说。泡沫源自不理性的投资。AI可是暴利行业，全国到处都是庞大的基建项目，全是因AI而起的。大家都疯了一样渴求更强大的硬件。这简直太看涨了。

And yet it crashed.

可它还是崩了。

mfw invested into global index fund during peak of global market bubble

mfw 在全球市场泡沫顶峰时买了全球指数基金

图片: https://i.4cdn.org/biz/1785399636553472.jpg

>>62540585

>Why are highly leveraged stocks crashing

>为什么高杠杆股票在崩盘

LOL BAGGOTS DON'T UNDERSTAND THE MARKET

>>62540595

>AI is wildly profitable

>AI 可是暴利行业

Stopped reading there.

读到这儿我就停读了。

>>62540583

Actually I should have gotten fully down with the sickness last year instead of swing trading like a retard. Thought this shit would be down 20-30% and then run back up, not down 60%.

其实我去年就该彻底躺平不玩了，而不是像傻逼一样做波段交易。还以为这玩意儿会跌20-30%然后涨回来，结果跌了60%。

>>62540595

>AI is profitable

>AI 是赚钱的

No it isn't you fucking retard

根本不赚，你个傻逼

>>62540598

>>62540601

Are you retarded? There are companies still making profits despite the massive capex. That shouldn't even be possible and yet it is. Everyone I know desperately buys more tokens and subscriptions and can't get enough. Everyone wants an AI slave.

你是傻逼吗？在巨额资本开支面前还有公司在盈利。这本来就不可能，但它偏偏实现了。我认识的每个人都疯了一样买Token和订阅，根本不够用。每个人都想要个人工智能奴隶。

>>62540589

That's not what a bubble is you fucking subhuman

你这他妈的才不叫泡沫，你个低等生物

This is the other thing- it's only literal retards repeating "bubble" and "cycle" without understanding what those words actually mean. A fucking bubble would be if Micron ran up to 5 trillion bucks and then their earnings suddenly stopped going up and went down and then it ran down 80%.

另一件事是——只有真正的傻逼才会反复念叨“泡沫”和“周期”，却根本不懂这些词到底什么意思。真正的泡沫应该是美光涨到5万亿美元，然后业绩突然不增反降，接着跌80%。

A fucking cycle is not when profits are constantly going up.

利润持续上涨根本不是他妈的周期。

A fucking bubble is not when "number goes up and shit is only 9 P/E

市盈率才9倍、股价上涨根本不是他妈的泡沫。

You gay fucking imbecile monkey repeating talking points you saw online

你个在网上看到点话术就跟着复读的同性恋智障猴子

>>62540319

>this is how thick I need it

>这就得够厚了

>>62540590

Fuck off furfag

滚蛋，狗奸

>>62540604

Not a single hyperscaler is making a profit from AI you fucking moron, that's part of the reason the market is down, increased capex with still 0% profit

没有任何一家超大规模云厂商靠AI赚钱，你个傻逼。这正是市场下跌的原因之一，资本开支增加但利润仍然是0%。

Now is the time

现在就是时机。

图片: https://i.4cdn.org/biz/1785399890297986.png

>>62540612

All I know is that I'm gonna keep DCAing. The lower the better because the second the infrastructure gets built and capex tapers off we're mooning. You're just fickle and retarded like the rest of the market.

我只知道我会继续定投。越低越好，因为一旦基建建好，资本开支放缓，我们就会冲向月球。你不过是像市场里其他傻逼一样反复无常。

>>62540612

So investors are just a bunch of retards with no vision? If it doesn’t make money immediately it has no value?

所以投资者就是一群没远见的傻逼？如果马上不赚钱就没价值？

>>62540622

>So investors are just a bunch of retards with no vision?

>所以投资者就是一群没远见的傻逼？

yes

>If it doesn’t make money immediately it has no value?

>如果马上不赚钱就没价值？

Yes.

>>62540585

I dont get what caused the pump in April either. Hold your horses perma mumus. Semis and memory dumped in late March after Microns great earnings and then all of a sudden all that stuff pumped without reason starting April. Anyone remember Januarys earnings? All those stocks seemingly crabbed. I was stuck just holding stuff crabbing and then when the big day arrived, MU earnings, so much of my holdings tanked that week. I still don't have an explanation for that

我也不明白四月份是什么让那些股票突然暴涨的。别急着下定论啊。三月下旬美光财报利好后，大型机和内存股都大跌，结果四月突然毫无理由地全涨了。有人记得一月份的财报吗？那些股票当时看着都像在横盘磨人。我本来只是拿着不动，结果财报发布那天，美光一公布，我的持仓那周就大跌。到现在我都没搞懂这是咋回事。

Im gonna stick woth my reasoning that the stock market is nothing more than a ponzi scheme of trying to sell the bag to someone else for more. Its not like shares really mean much.

我还是坚持我的观点，股市充其量就是个庞氏骗局，目的就是想方设法把高价筹码甩给别人。股票其实也没啥实际意义。

>>62540622

It's almost been 4 years you spastic, the market is wanting results now, the 'bubble' is in the overvaluation of these companies, in the previous quarters when they announced an increase to capex their stocks soared as a result, all those gains are going to be wiped

都快四年了你个智障，现在市场就要看业绩了，所谓的“泡沫”就在于这些公司的估值过高。以前季报说增加资本开支股价就飞涨，现在那些涨幅都要被抹平了。

I have a question. Why is sandisk popular here? It doesnt seem to be memory like micron, sk hynix, and samsung. What does sandisk do to cause it to behave like a memory stock?

我有个问题。为什么闪迪在这里这么受欢迎？它看起来不像美光、海力士和三星那样做内存。闪迪靠什么让它表现得像只内存股啊？

>>62540596

So are you up or down?

所以你现在是赚还是亏？

>>62540546

>clauses that let them out of a contract with no penalty

>允许他们无惩罚解约的条款

As far as I'm aware they've already secured advanced cash deposits, but the actual details weren't disclosed as far as I know, though it's kind silly to make such agreement with easy to bail out clauses, especially when RAM manufacturers are in such a position of strength.

据我所知他们已经锁定了预付款，但具体细节我没看到，不过说真的，跟处于强势地位的内存厂商签这种随时可以轻易撤资的协议，挺傻的。

NIGGERS

>>62540622

Anon you don't just throw billions, idk how much they threw at it, without clear profitability. Regardless of AI actually ending up a financial success my investment was purely to get rich. I just didn't expect the trade to fall apart so fast.

匿名朋友，你不能在没有明确盈利前景的情况下就扔出几十亿，我也不清楚他们到底砸了多少钱。不管AI最终是不是在财务上成功了，我的投资纯粹是为了赚钱。我只是没料到这笔交易崩得这么快。

is MU gonna go down another 10% today?

美光今天还要再跌10%吗？

图片: https://i.4cdn.org/biz/1785400461169698.gif

>>62540554

Well, I did go in during one of the first dips and when it started to go into seller's territory. Pretty much the worst timing, but it seemed fine at the time. It didn't pan out well so far, but I remain hopeful. The evaluations and projections still allowed for higher stock prices and if revenue will hold it's likely that companies may issue stock buybacks/dividends that should be a failsafe mechanism in case market sentiment doesn't change.

嗯，我是在第一波回调刚进入卖方主导区域时买入的。时机简直烂到家了，但当时看着还行。目前为止表现不太好，但我还是抱有希望。估值和预测仍然支撑更高的股价，如果收入能稳住，公司可能会进行股票回购或派发股息，这在市场情绪不改变的情况下应该是个保底机制。

>>62540636

I wish. Getting into entry range at this stage.

但愿如此。现在才刚进到入场区间。

>>62540634

>Railroad bubble of 1873

>1873年的铁路泡沫

>The dotcom bubble of infrastructure companies like Cisco, Global Crossing, WorlcCom

>思科、环球走廊、世界通信这类基础设施公司的互联网泡沫

LMAOING @ YOU BAGGOT

If I owned a significant shareholder stake of a hypersclaer and discovered that there were no profits because they were building too much too fast and can't serve all of their customers, then I would 100% sell everything like a retarded faggot.

如果我是超大规模客户的一个大股东，发现他们因为建得太快根本没有利润，而且服务不了所有客户，那我绝对会像个大傻逼一样清仓抛售。

Think about it like a restaurant. They get so MUCH business and are making SO MUCH money and are reinvesting EVERYTHING just to grow even faster and better. That sounds like a worthless company!!

把这想象成一家餐厅。客流巨大，赚得盆满钵满，但他们把所有钱都重新投资进去，只为了更快更好地扩张。这听起来像不像是个垃圾公司！！

Lol. Lmao.

哈哈。笑死。

>>62540595

>AI is wildly profitable

>AI 可是暴利行业

It bleeds money and it will continue to bleed money.

它在流血，而且会继续流血。

I'm not just talking about infrastructure investments, but the actual tokens being generated aren't worth their computing costs.

我指的不仅是基础设施投资，而是实际生成的代币根本抵不上其计算成本。

AI will have its use but it's not worth the valuation it has now.

AI 确实有它的用途，但现在的估值不值得。

>>62540640

WorldCom*

>>62540636

Idk, my dream of never having to wage again has once again escaped me. I'm tired, I want freedom, I want to be able to live my life without having to wage at terrible places where I'll just get treated terribly and paid a meagar salary while watching women with no work experience walk into 6 figure jobs. Why did semi stocks and memory stocks have to dump so much? If July ended up being a pump instead of a dump I would have made soooooo much money. I wouldn't be rich but I'd be well on my way to a more comfortable life.

不知道咋说，我那种再也不用打工的梦想又一次破灭了。我好累，我想要自由，我想过自己的生活，不用在非去不可的破地方被糟蹋，拿着微薄的薪水，却看着零工作经验的女人轻松拿到六位数的薪水。为什么半导体股和内存股要跌得这么惨？如果七月是暴涨而不是暴跌，我就能赚翻了。我不会因此暴富，但我会朝着更舒适的生活迈进一大步。

>>62540641

How many % down are you? Come on, don't be shy now.

你加了多少杠杆？来嘛，别害羞。

>>62540636

Some really smart anon said 700 was the bottom

有个超聪明的匿名老哥说 700 是底。

>>62540642

Energy isn't that expensive, actually. API pricing is a scam. Subscriptions are priced more fairly because it accounts for variants in usage between users. But even the subscriptions are largely overpriced in terms of energy consumption.

其实能源没那么贵。API 定价是个骗局。订阅制的价格算相对公平，因为它考虑了不同用户的使用量差异。但即便订阅制，在能源消耗方面来说也很大程度上定价过高了。

>>62540645

me too bud, me too...

我也是啊兄弟，我也是……

>>62540646

63%.

>>62540652

God damn man, did you buy the absolute top?

天哪哥们，你是买在绝对顶部了吗？

>>62540655

yeah. It's so bad that I'm not even mad anymore. I've sort of disassociated and am just witnessing it burn. Never selling.

是的。情况糟到我连生气都没感觉了。我简直有点解离了，只是冷眼旁观它燃烧。绝不会卖。

>>62540648

Taxpayers are subsidising the energy build out for data centres you dense nigger, even though the CEOs of these tech companies all got together and signed a pledge in the White House on camera that they would shoulder the burden of the cost, remember that?

纳税人正在补贴数据中心建设的能源开销，你这个蠢货黑鬼。别忘了，这些科技公司的 CEO 们之前在白宫镜头前联手宣誓，说他们会自己承担这部分成本。

>>62540652

well at least nancy is also getting reemed like you are

至少南希也被你坑惨了，跟你一样倒霉。

图片: https://i.4cdn.org/biz/1785400993422194.png

>>62540629

Flash storage can be used as memory if you have enough of it in parallel.

如果你有足够多的闪存并联使用，闪存可以当作内存来用。

>people actually arguing as if one could actually convince the other

>人们居然在认真争论，好像真能说服对方一样

I hope you're all just acting

我希望你们所有人只是在装样子

图片: https://i.4cdn.org/biz/1785401027720679.jpg

>>62540658

I mean it isn't like I'm saying memory is going to go to 0, hell I'd like to get in at some point myself but you are likely looking at bagholding for some time before you get back.

我的意思是，我又没说内存价格会跌到 0，好吧我自己也想在某个时候抄底，但你可能会套牢很长一段时间才能回本。

>>62540640

Wtf man I just wanted a comfy life for me and my family. I don't even get to have a wife or a well paying job.

我他妈只是想给自己和家人过个舒坦日子。我连老婆都娶不到，连份高薪工作都没有。

图片: https://i.4cdn.org/biz/1785401086273537.gif

>>62540662

The point is not to convince, the point is to talk random shit with 0 proof then act like I knew everything if it turns out to be right and pretend I didn't say it if it turned out to be wrong.

重点不是要说服谁，重点就是胡说八道、毫无根据，然后如果最后蒙对了就装作自己全知全能，如果蒙错了就假装自己没说出口。

图片: https://i.4cdn.org/biz/1785401130691499.png

>>62540648

It's underpriced, if anything. They're currently trying to gain a larger customer base but you can bet that in the upcoming years they will raise the prices.

这东西其实是定价过低，说真的。他们现在正试图扩大客户群，但你可以打赌，未来几年他们一定会涨价。

>>62540659

>Taxpayers are subsidising the energy build out for data centres you dense nigger

>纳税人正在补贴数据中心建设的能源开销，你这个蠢货黑鬼

That sounds like a good thing.

这听起来是件好事啊。

>signed a pledge in the White House on camera that they would shoulder the burden of the cost

>在白宫镜头前联手宣誓，说他们会自己承担这部分成本

That sounds different. Less good. So... uh, which is it.

这听起来又不一样了。没那么好了。所以……呃，到底哪个是真的。

>>62540557

I can see funds trying to get gains out of retail, would make sense if they see it as a way of gaining easy cash. I'm not one to be big on muh evil corporations and market manipulation, but if you're in a sector with heavy leverage and can't withstand heavy drawdowns, then you only have yourself to blame if you get liquidated by bigger players. That's where no crying in the casino comes.

我能看出那些资金想从散户身上榨取利润，如果他们觉得这是赚快钱的捷径，倒也说得通。我不是那种特别沉迷于“邪恶大公司”和“市场操纵”论调的人，但如果你身处高杠杆行业，又扛不住大幅回撤，那被大玩家清盘也就只能怪自己。这就叫“在赌场里不许哭”。

That's part of the game and while holding heavy bags isn't nice, the general thought is that if you can withstand the volatility, then markets will eventually adjust to around where they should be, though it's not always the case and may take way longer than it should.

这是游戏的一部分。虽然重仓被套不太爽，但主流观点认为，如果你能扛住波动，市场最终会调整回合理位置，尽管情况并非总是如此，而且可能需要比预期长得多的时间。

There"s a reason why just holding large indexes is the strategy for many.

这也是为什么许多人把长期持有大盘指数当作策略的原因。

>>62540669

It's a bad thing because it leads to opposition to data centres being built

这是个坏事，因为它会导致人们反对建设数据中心。

If Klarna doesn’t pump today and OWL have a good report then I’m gonna fucking scream. And none of you want that do you? So pray for me and my stocks.

如果 Klarna 今天不拉盘而 OWL 出了份好财报，我他妈真要疯了。你们也不愿看到那场面对吧？所以替我和我的股票祈祷吧。

>>62540629

I won't know until 30 years later.

我30年后才知道结果。

>>62540668

I think there was a report that showed consumers are extremely tolerant in terms of pricing as long as they get maximal intelligence/capability. So the competition equation is more about RND rather than a race towards the bottom. Obviously both are true to a degree, but I simply don't buy the narrative that these companies are taking genuine losses if you ignore the capex factor.

我觉得有过报告显示，只要能获得极致的智能/能力，消费者对价格的容忍度极高。所以竞争的核心更多在于研发（R&D），而不是向下卷价格。当然两方面都有一定道理，但我单纯不信那个叙事：即忽略资本支出（capex）因素后，这些公司还在承受实质性亏损。

>>62540672

Seems like we need some taxpayers going homeless and their housing being demolished for purpose of building more datacenters then until opposition is gone.

看来我们得让一些纳税人无家可归，拆掉他们的房子来建更多数据中心，直到反对声音消失为止。

>>62540647

>>62540636

He's probably talking about the 200 day MA. Though if it trends below the MA (currently all AI hardware stocks are still above the 200 day) then it will probably be entering bear territory. But the 200 day is a 'bounce' zone, where it can bounce off that and run back up. Nvidia did that literally 2 years ago when it dropped to 90 in a month and then ran to 130 in 2 weeks.

他指的可能是200日均线。但如果价格趋势跌破均线（目前所有AI硬件股都还在200日均线上方），那可能就要进入熊市区域了。不过200日均线是个“反弹”区域，价格可以在此反弹并重新拉升。英伟达两年前就这么干过，一个月跌到90，然后两周涨到130。

So micron to 700, then back to 1100 in 2 weeks, maybe or maybe not IDK. AMD, AMAT, Marvell etc. SNDK would probably run to 1900 because reasons.

所以美光可能会先到700，然后两周内回到1100，也许吧，也许不会，我不确定。AMD、AMAT、Marvell等也会这样。SNDK可能会因为某些原因涨到1900。

>>62540672

Voters don't have any choice.

选民没有任何选择。

>>62540679

You can choose to not vote.

你可以选择不投票。

>>62540645

dumps are fine. I just want enough money I can take a shit on the boss's desk without the camera seeing me and then never come back. YOU CAN'T PROVE IT WAS ME

抛售没问题。我就想攒够钱，能趁摄像头看不见的时候，在我老板桌上拉一泡屎，然后彻底消失。你们没法证明是我干的。

Women are the niggers of society.

女性是社会的黑鬼。

>>62540679

They do, especially when people start killing the councillors who allow them against the wish of the community

他们会这么做，特别是当有人开始杀死那些违背社区意愿却允许他们建设的议员时。

>>62540641

Same. Imagine having $10m and having $5m in just one of these companies and then you find out they're just throwing all that money at this with no obvious signs of profit yet they refuse to take it slow and easy and just keep throwing as much money as possible at it. Thinking about this from that angle would have me shift my portfolio to like 5% max in hyperscalers rather than 50%. Actually if I was invested in SPY I'd just fully exit the individual hyperscalers what with how heavily weighted they are in the SPY etf.

同上。想象一下你手里有1000万美元，其中500万投在这几家巨头公司里，结果发现它们正把这钱哗哗地往这上面砸，明明还没看到明显的盈利迹象，却偏不稳步慢慢来，而是不计成本地拼命烧钱。从那个角度想想，我会把对超级计算厂商（hyperscalers）的持仓调整到5%以内，而不是50%。实际上，如果我买了SPY（标普500 ETF），我会直接把个股里的超级计算厂商全部清仓，毕竟它们在SPY里的权重已经够大了。

>>62540682

Niggers don’t belong in society

黑鬼们就不该存在于这个社会

>>62540666

DIABOLICAL

图片: https://i.4cdn.org/biz/1785401675704283.jpg

>>62540685

Yeah exactly

确实是这样

图片: https://i.4cdn.org/biz/1785401693952892.jpg

>>62540661

So is that the only use of Sandisk product when it comes to AI?

那么说到AI，SanDisk的产品就只有这一个用途吗？

It really feels like a 1929 crash is imminent so it will probably resume pumping like crazy

感觉1929年那种崩盘马上就要来了，所以之后大概又会疯狂暴涨吧

附件: https://i.4cdn.org/biz/1785401794686113.webm

>>62540674

I think this war will wnd sooner than Klarna will pump Anon.

我觉得这场战争结束得会比亚匿名（Anon）里Klarna股价暴涨来得更早。

>>62540690

Indeed. It's a stressful time, but I'm not worried yet.

没错。这阵子确实压力很大，但我暂时还不着急。

Im buying 40k of soxl calls tomorrow

我明天打算买4万美元的SOXL看涨期权

>>62540690

Wasn't even that sweaty on several XTC in one night

一晚上连续几次高潮（XTC），我都没怎么费劲

图片: https://i.4cdn.org/biz/1785401960859974.png

>>62540676

Flagship models currently cost $20 per million tokens. Developers are currently using hundred of millions of tokens per month. That's 2500 dollars. The only one going to pay those prices are large companies, but that doesn't factor in security concerns and the fact that you always need a human to tard wrangle the thing or it will start hallucinating(this will never be fixed unless we develop AGI).

旗舰模型现在的价格大概是每百万token 20美元。开发者目前每月要用掉上亿个token。那就是2500美元。只有大公司才付得起这个价，但这还没算上安全顾虑，以及你总得有个真人来“训狗”（tard wrangle，指费力地调教/引导）这东西，不然它就开始胡言乱语了（除非我们搞出了AGI，否则这毛病永远好不了）。

>>62540690

Don't worry, once South Korea bans short selling and the world follows suit there will be nothing more than a continuous green line

别担心，一旦韩国禁止做空，全世界跟着照做，市场上就只剩下一条持续绿色的（上涨）线了

>>62540684

Okay but now imagine that every restaurant in the entire world is doing this.. They're racing each other and can't afford to be left behind. You can't make conservative investments like this and expect to actually win if you give a shit about the company. The business model is verified in terms of demand. The energy isn't that expensive. Once the hardware is acquired it's high margin revenue.

好吧，那你想象一下全世界每一家餐厅都这么干……它们在互相内卷，都不敢落后。如果你在乎这家公司，指望靠保守投资在这种环境下赢是没戏的。这种商业模式的需求验证是板上钉钉的。能源成本也没那么高。硬件一旦采购到位，利润率就非常高。

I think the market actually needs to be more speculative here. It's nigger-coded to expect profits in these conditions. Profits aren't necessary! GROWTH is.

我觉得市场在这里确实需要更投机一点。在这种环境下还指望盈利，简直是带有种族歧视色彩的思维（nigger-coded）。盈利根本没那么重要！重要的是增长。

>>62540693

Are your eyes slanted? That's very asian of you.

你的眼睛是斜的吗？真是很有亚洲范儿啊。

>>62540691

So… you’re saying the war will end today, right?

所以……你的意思是战争今天就会结束，对吧？

>>62540695

Token prices =/= energy prices

Token价格 != 能源价格

>>62540671

>just holding large indexes is the strategy for many.

>很多人持有的策略就是只买大型指数基金。

I'd probably be doing that with sum of money if I was wealthy, but I'm not so I have to take risks :(

如果我有钱的话我大概也会这么做，但我没那钱，所以只能冒险 :(

>>62540647

>>62540678

Sauce on this? What did he say? Expectations of when this should occur?

出处呢？他到底说了啥？预计什么时候会发生？

>>62540702

Yeah, energy prices are even more. Like I said, token prices will continue to rise.

是啊，能源价格其实更高。我刚才说了，Token价格还会继续涨。

There was no resistance when MU kept dropping which makes me fearful that 700 isn’t the bottom, today may well be my breaking point

美光（MU）下跌的时候都没啥阻力，这让我很害怕700根本不是底，今天说不定就是我的心理崩溃临界点

>>62540698

But then there's a max limit on how many will win and many that will lose. Imagine betting you entire networth on one of them only for them to go bankrupt or simply fail and lose 75% of their share price. I mean the shares can stay completely flat rather than pricing the company as if though it was one of the few winners where the capex spending paid off.

但赢家的数量是有上限的，而输家却很多。想象一下，你把全部身家都押在其中一家身上，结果它破产了或者股价只是简单地跌了75%。我是说，股价可能完全停滞不前，而不是像那些少数赢家那样，因为资本支出得到回报而得到高估值。

>KOSPI only down 1.2%

>KOSPI（韩国综合股价指数）只跌了1.2%

Is it time to jump back in?

是时候跳回去了吗？

>Burry shorts MU

>Bury做空MU（美光科技）

>/biz/ laughs at him for days

>/biz/（4chan的商务版块）嘲笑他好几天

Now who's laughing?

现在是谁在笑呢？

>>62540715

Yes. USA green today. Korea green tomorrow

没错。美国今天绿盘（下跌），明天韩国绿盘。

>>62540712

Don't be a bitch. You wanna become a bottom signal?

别当个怂包。你想成为见顶信号吗？（注：在股市语境中，"bottom signal"通常指底部信号，但结合"Don't be a bitch"和"crabbing"等词，这里可能是在讽刺对方想抄底却导致市场继续震荡或下跌，或者原文意为"top signal"顶部信号但写错，亦或是"bottom"作为动词意为“探底/触底”，这里直译保持原意，语境中多为讽刺对方想抄底却成为市场下跌的助推器，或者"bottom signal"指“成为底部指标/接盘侠”。但在美股论坛黑话中，"bottom signal"不常见，常见的是"top signal"见顶信号。不过看上下文，对方说“别当个怂包（别怕）”，然后说“你想成为bottom signal？”，可能是在说你想去抄底结果成了底部确认的标志（即被埋）。或者原文是"top"打错了。鉴于保持原意，直译为“底部信号”或“接盘侠”。但在某些语境下，"bottom"也可以指“底牌”。这里暂译为“接盘侠”或保留“底部信号”之意，结合语气更像是在嘲讽对方想去抄底却成了笑话。不过看下一句“Don't be a bitch”是鼓励不要害怕，所以可能是在说“你想成为那个发出底部信号的人（即抄底失败的人）”？或者原文是"top signal"？考虑到论坛随意性，暂译为“底部信号/接盘侠”。再仔细看，"bottom signal"在股市里不是标准术语。可能是指“成为那个在底部出现的人（即接盘）”。或者原文想写"top"。这里按字面翻译“底部信号”，但在论坛语境下，这通常是一种讽刺，意指“你想成为那个让人知道到底了然后继续跌的人”。*更正*：在很多论坛语境中，"bottom"也可以作为动词，意为“触底”。但这里作为名词。让我们看看有没有其他解释。"bottom signal"可能是指“底部共振信号”？不，太专业了。可能是指“成为底部的标志”。暂译为“接盘侠”或“底部信号”。为了保险，译为“底部信号”。*再读一遍*："Don't be a bitch. You wanna become a bottom signal?" 这可能是在说“别当个懦夫（别割肉），你想成为那个在底部出现的人（即抄底）？” 不，语气像是嘲讽。可能是“你想成为那个发出顶部信号的人（即追高）？” 原文写的是bottom。可能是打错字，应为top。或者是指“你想成为那个让市场触底的人（即主力出货）？” 这种可能性较小。最可能的解释是，这是一个打字错误，本意是top（顶部/见顶）。因为如果是bottom，别人会说“别当个傻瓜去抄底”。但前面说“别当个怂包”，这通常意味着“别卖出”。所以可能是“别怕，你想成为见顶信号（即持有不动从而错过反弹）？” 这也很牵强。让我们看看其他评论。评论10说“似乎正在形成底部”。评论8是在回应谁？可能是回应想卖出的行为。如果对方想卖出，他说“别当个怂包（别割肉），你想成为那个发出顶部信号的人（即市场见顶是因为你们这些散户在卖/不卖？）”。这很绕。另一种可能："bottom signal"指的是“成为那个在底部交易的人”，即“接盘”。结合语境，可能是嘲讽那些试图抄底的人。但"Don't be a bitch"通常是鼓励坚持。这里有点矛盾。不管怎样，直译“底部信号”最安全，或者意译为“接盘侠”。考虑到论坛黑话，"bottom"有时也指“底牌/最后一手”。暂译为“底部信号”。）

>>62540713

But we're not seeing any clear winners yet. Money is flowing out of AI and semiconductors into completely unrelated industries, except maybe energy(?).

但我们还没看到任何明确的赢家。资金正从AI和半导体流出，进入完全不相干的行业，除了可能是能源(?)。

>>62540715

Well, it seems like it' might be the bottom being formed, though the question is what'll happen next as even if it's the bottom it may keep crabbing for some time.

嗯，看起来似乎正在形成底部，但问题是接下来会发生什么，即使真的是底部，它可能也会震荡横盘一段时间。

>>62540716

Me still because I’ve lost my mind following the dump

我还在坚持，因为我跟着这波暴跌都疯了

>>62540689

Well they also need a lot of storage for all the copyrighted works they're scanning and destroying, but probably not enough to dramatically increase the global demand.

嗯，它们确实需要大量存储来存放所有正在扫描和销毁的版权作品，但可能不足以大幅推高全球需求。

>>62540716

We'll see. His NVDA shorts start to elapse on Dec 2027, so there's still plenty of time to go.

让我们拭目以待。他的NVDA（英伟达）空头头寸在2027年12月到期，所以还有 plenty 的时间。

My Rolley :)

我的罗利 :) （注：Rolley可能是人名昵称或拼写错误，如Rally，指反弹。这里保留音译或直译“罗利”，或者指“我的反弹”。鉴于上下文是股市，Rolley可能是指“Rally”（反弹）。"My Rolley" -> "我的反弹"。但如果是人名，则音译。考虑到4chan风格，可能是打字错误指Rally。暂译为“我的反弹”或保留“罗利”。看语境“Now to put an end to that crabby month...”，前面提到crabby month，这里My Rolley可能指“我的反弹时刻”。但如果是人名，可能是某个用户ID。暂译为“我的罗利”。） *修正*：Rolley很可能是Rally（反弹）的拼写错误，或者是某个人的昵称。鉴于没有上下文指代具体人物，且前面在讨论市场，译为“我的反弹”更符合逻辑，但为了保险，保留“罗利”或译为“我的反弹（Rally）”。这里直接译为“我的反弹”可能更通顺，但题目要求保持原文风格，如果Rolley是ID，则不能改。假设是Rally的笔误，译为“我的反弹”。如果保留原名，译为“我的罗利”。这里选择直译“罗利”，因为可能是用户昵称。

Now to put an end to that crabby month and maybe Mr Orange stops his fun in Iran so we can have a real pump

现在要终结这个横盘月，也许橙先生（Mr Orange，可能指代某位投资者或象征性人物）停止在伊朗玩他的把戏，这样我们就能迎来真正的拉升

Why do companies like Micron not just buy back their shares?

为什么像美光这样的公司不直接回购股票？

>>62540734

MU has a lockup until December due to CHIPS act. They will be buying back shit loads as soon as they can.

由于《芯片法案》，MU（美光）的锁定一直持续到12月。他们一旦解禁就会回购大量股票。

>>62540734

Because the CEO would rather sell his shares making nearly $40 million

因为CEO宁愿卖出他的股份，赚取近4000万美元

>>62540734

They literally can't. After that it should be PUMPING time.

他们 literally 不能（回购）。在那之后，就应该是拉升的时间了。

>>62540716

The memory sector had peaked on around Jun 18 and was already violently crashing when he shorted on like July 3. He didn't really predict anything, he entered around the middle of the crash.

存储板块在6月18日左右达到峰值，当他7月3日做空时，市场已经在剧烈暴跌了。他并没有预测到什么，他是在暴跌的中途入场的。

No way KOSPI recovers from this technical damage. A generation of Korean gamblers has been wiped out and they won't touch stocks again for another decade.

韩国综合股价指数不可能从这种技术性损伤中恢复。一代韩国赌徒已经被彻底清洗，在未来十年里他们不会再碰股票。

>>62540736

so you're saying that they will allow it to dump until then

所以你是说他们会允许它跌到那个时候

>>62540741

I think more of them need to have their portfolios liquidated and then have their market crab for years to really put them off to gambling in the stockmarket.

我认为需要清算更多人的投资组合，然后让市场多年横盘，才能真正让他们放弃在股市赌博的念头。

>>62540740

I remember that. Should've taken it as a sogn to get out

我记得那件事。本该把它作为离场的信号

uhhm sheikhbros?

呃，谢赫兄弟？

>>62540741

>He thinks Asians won't gamble degeneratively after a loss

>他认为亚洲人不会在输钱后继续病态赌博

You really don't know Orientals, do ya son?

你根本不了解东方人，小子？

图片: https://i.4cdn.org/biz/1785403637780479.png

>>62540741

You underestimate the average gook ant. They'll just take another mortgage, but this time without any leverage. It may not go nearly as high, but they'll find a way to pump regardless.

你低估了普通的“支那蚂蚁”（gook ant，侮辱性词汇，指东亚散户）。他们只会再申请一笔抵押贷款，但这次不加杠杆。可能不会涨得那么高，但他们总会找到办法硬拉上去。

>>62540703

he's just estimating based on the 200 MA because nvidia has gone through mega drawdowns before and bounced off and back to ATHs.

他只是基于200日移动平均线在做估算，因为英伟达以前经历过巨大回撤，然后反弹并再次创下历史新高。

图片: https://i.4cdn.org/biz/1785403761224674.png

>>62540684

>>62540698

>slow and easy

>缓慢而平稳（slow and easy）

The point is that the AI profitability comes when the compute powers allows them to create a jew in the matrix who can steal all your money.

关键是，当算力足以让AI在矩阵里创造一个能偷光你所有钱的“犹太佬”时，AI就能实现盈利了。

>>62540739

>>62540734

>>62540736

>>62540743

sandisk is buying back 6 billion

闪迪正在回购60亿美元

>>62540754

>prices of stock being lower only makes the buybacks more effective

>股价越低，回购就越有效

It's kind of a win-win in a way.

这在某种程度上算是个双赢局面。

YES

I do wish I had sold at 8 PM on Sunday the 12th on Robinhood's sunday market

我真希望我在周日晚上8点、Robinhood周日交易时段把股票卖了

So that I could exit with a 2% loss and then cancel my other gambles and then buy the Picobottom on SNXX at 6.7 dollars.

这样我就能以2%的亏损退出，然后取消其他赌注，再以6.7美元的价格抄底SNXX。

图片: https://i.4cdn.org/biz/1785404041660868.png

>>62540678

maybe my 8/21 900 micron calls will survive....

也许我8月21日900微米的看涨期权还能存活……

图片: https://i.4cdn.org/biz/1785404047788010.png

>>62540354

Normies love getting their thinking done by AI, specially the dumbest ones who are also ready to buy subscritions for ever kind of stupid shit.

普通大众很喜欢让AI帮他们思考，尤其是那些最蠢的、还愿意为各种蠢货服务付费订阅的人。

I predict a great future for this line of business. >You will own nothing

我预测这条业务线前途无量。>你将一无所有

>you will not think yourself

>你将无法自己思考

>All your income will be available for those offering services you can subscribe.

>你所有的收入都将用于购买那些你可以订阅的服务。

>>62540755

seems like buybacks are also scheduled when price is low, for obvious reasons

看来回购也安排在股价低的时候，这很明显

图片: https://i.4cdn.org/biz/1785404138981371.png

Selling my Sandisk, need cash. I take coupons.

我在卖出闪迪，急需现金。我收优惠券。

图片: https://i.4cdn.org/biz/1785404255375504.jpg

>>62540587

>>62540585

Imagine buying this turd

想象一下居然有人买这种坨屎

IMAGINE

Does any of those retarded zoomers look at numbers before buying the latest hype shit they were (((told))) to buy?

那些被 (((洗脑))) 去买最新炒作垃圾的弱智Zoomer（千禧一代后），有人会买之前看数据吗？

图片: https://i.4cdn.org/biz/1785404375290710.png

>>62540762

I will give you 2 billion dollars for this micro memory handheld data center.

我出20亿美元买这个微型内存手持数据中心。

>>62540761

Even the companies know to buy the dip. It's pretty neat as it kind of bypasses the market sentiment altogether, so it doesn't matter what anyone thinks and whether company is still overvalued as long as the profits keep on coming. For these sorts of companies there really isn't much to spend their profits on anyway.

连公司都知道要在低位买入。这挺妙的，因为它某种程度上绕过了市场情绪，所以不管别人怎么想，只要利润持续不断，公司是否仍然被高估都不重要。反正对于这类公司来说，也没什么好花利润的地方。

>>62540767

technically it's easy to buy the dip if you're the bottom signal.

技术上来说，如果你就是底部的信号，抄底很容易。

>>62540769

Not sure about buying the bottom as it can always can go lower.

不确定能否抄到底，因为可能还会更低。

Are the Koreans all bankrupt now? Is it safe? Is it over? God please...

韩国人都破产了吗？现在安全了吗？结束了吗？老天求求了……

>>62540773

Genuinely a black swan, no one knew they would literally destroy the market chasing gains with 50x leverage.

真的是个黑天鹅事件，没人知道他们会为了追逐收益，用50倍杠杆 literally 摧毁市场。

TRIPS

AND

THE

MARKET

REALLY

DIPS

>:)

图片: https://i.4cdn.org/biz/1785405038196586.png

>>62540766

It even has a 32GB SAMSUNG!!! SD card. 3 billion, that's a steal.

里面甚至还有一张32GB的三星SD卡！30亿美元，这简直是白送。

图片: https://i.4cdn.org/biz/1785405059359933.jpg

I will just forget about soxl until the price gets fixed. Simple as

我就等着SOXL价格修复，在那之前不管它。很简单。

图片: https://i.4cdn.org/biz/1785405120184659.jpg

Unironically sold TLT despite only being down 2%. It made me feel like a cuck

认真地卖了TLT，尽管只亏了2%。这让我感觉像个绿帽奴

>>62540780

>doxxing yourself

>自曝身份

>>62540773

Sources tell me market is stable.

据线人透露，市场很稳定。

>>62540782

Doxed himself as being white, its over.

自曝是白人，完了。

>>62540780

nice dih

nice dih（干得漂亮/牛逼）

>>62540782

Ya im in rimini babe come find me

耶，我在里米尼宝贝，来找我吧

>>62540785

his hands might still be brown

他的手可能还是褐色的

>>62540777

what is this?

这是什么？

图片: https://i.4cdn.org/biz/1785405363813963.png

Wait until tomorrow, AMZN and AAPL earnings will keep the markets red.

等明天再说，亚马逊和苹果的收益会让市场一片惨绿。 求求了……说实话我好寂寞

>>62540787

Please... im lonesome ngl

拜托了……我真的很孤独，不瞒你说

>>62540787

Funnily enough I've actually spent a vacation in Rimini some years ago.

有趣的是，几年前我真的在里米尼度过假。

>>62540787

I was there in 2014. Are there still nigger merchants selling garbage on the beaches?

我2014年去过那儿。海滩上还有那些卖垃圾的黑鬼商贩吗？

>>62540780

does it sting a little that right when you decide to spend lavishly on a goycation is the exact same time you lose 6 figures gambling on tech stocks. I wouldn't be able to enjoy the trip

当你决定在“洋人假期”上大洒金钱的时候，却在科技股赌博上输了六位数，这会不会让你有点刺痛？反正我是没法享受旅程了

>>62540793

Oh so you already know. I went to the wrong beach today but i didnt wanna go far, i have to do laundry later

哦，原来你已经知道了。我今天去了错误的海滩，但我不想跑太远，等会儿还得洗衣服

Throwback

图片: https://i.4cdn.org/biz/1785405539194017.jpg

>>62540794

They're on like every populous tourist beach.

它们到处都是，每个热门旅游海滩都有。

>>62540772

without any additional information, each day there is a slightly better than 50% chance it will go higher

没有任何额外信息的情况下，每天上涨的概率都略高于50%

>>62540795

Its not a loss til you sell. Its my biggest srtback by dollar amount but not % thats the breaks and you cant win the way i do without risking like i do. Well maube you can but it would take hars w*rk and i am allergic to that

只要没卖就不算亏。按金额算这是我最大的挫折，但按比例不算，这就是命，想跟我一样赢就得像我这样冒险。也许你能，但那得下死功夫，而我对此过敏

>>62540799

but what if it does the absolute unexpected

但如果它真的出乎意料地走了呢

图片: https://i.4cdn.org/biz/1785405682422423.png

>>62540797

>great fuel will be destroyed

>大燃料会被销毁

this doesn't make sense even if nukes actually aren't real

即使核弹根本不是真的，这也没道理啊

>>62540797

Good luck with that. I'm sure that the Iranians will happily agree to it.

祝你好运。我确信伊朗人会很乐意同意的。

>>62540798

Unlucky. They were there before the first migrant crisis even happened. No idea who imported those cunts but they're clearly smuggled slaves working off their debt

真倒霉。他们甚至在大难民危机爆发前就在那儿了。不知道是谁引进了这帮混蛋，但他们明显是来抵债的走私奴工

>>62540795

lol

>>62540449

You should sell growth and buy value when babes racism peaks and sell value buy growth when my hallucinations get bad

当白痴种族主义达到峰值时，你应该卖出成长股买入价值股；当我的幻觉严重时，卖出价值股买入成长股

>>62540777

I got a family to feed man. Why you gotta do me like that ong

老兄，我有一大家子人要养。你干嘛这么搞我啊，真的

图片: https://i.4cdn.org/biz/1785406583549022.png

I never sell because I got mine, fuck you.

我从来不卖，因为我早就套现了，操你大爷。

>>62540777

图片: https://i.4cdn.org/biz/1785406935232367.png

Yen intervention?

日元干预？

Using 200 IQ I have put together this chart

我用200的智商画了这张表

>everything sells in march

>三月万物皆涨

>everything pumps in spring

>春天万物暴涨

>fed stops buying softawre, only buys hardware

>美联储停止购买软件，只买硬件

>fed stops buying hardware, only buys software

>美联储停止购买硬件，只买软件

>pump one into overbought territory, pull the rug, let out the air and pump the other into overbought territory

>把其中一个拉到超买区，然后撤掉支撑，让泡沫破裂，再把另一个拉到超买区

Just move the money around and you can slow inflation and prevent a market crash.

只要把钱到处挪一挪，就能减缓通胀并防止市场崩盘。

图片: https://i.4cdn.org/biz/1785407585367567.png

>>62540780

Ah, the denial stage

啊，否认阶段

图片: https://i.4cdn.org/biz/1785407645458060.jpg

>>62540797

cheeot is retweeting bald centrist man

脑瘫正在转发光头中间派男人的推文

图片: https://i.4cdn.org/biz/1785407676506859.png

>>62540837

Kevin, have you been drinking?

凯文，你喝酒了没？

what the actual fuck is this cunt talking about

这傻逼到底在胡扯什么

>met with ukraine and israel on the same day

>同一天会见了乌克兰和以色列

Is he actually going to start ww3

他真要去引发第三次世界大战吗

You fucking cunt

你这个混蛋

End the war and pump my fucking bags

结束战争，然后让我的持仓暴涨

图片: https://i.4cdn.org/biz/1785407757669156.png

>>62540840

it makes sense in my head

在我脑子里它很合理 美联储先托住一个，再托住另一个。阴阳相生。这也说得通，因为我们知道特朗普正在减持美光（Micron）的仓位，他手握美联储的内部消息，而美联储仍在购买。只是不买单美光而已。

Fed props up one, then props up the other. Yin and Yang. Also makes sense because we know Trump is paring his positions in micron, he has the insider Fed info and the Fed is still buying. Just not buying micron.

美联储先托住一个，再托住另一个。这就是阴阳互补。这也说得通，因为我们知道特朗普正在减持微美信的仓位，他手握美联储的内部消息，而美联储仍在买入。只不过，买的不是微美信罢了。

BROS LOOK AT MU

图片: https://i.4cdn.org/biz/1785407885605754.gif

>>62540838

SOXL is a broad letf on an entire sector so it can quite literally stay raped while the market recovers, it doesn't follow the meme pattern (and TA isn't real).

SOXL是一个板块的宽基左侧交易，所以市场复苏时它可能 literally 被按在地上摩擦，它不遵循那种模因模式（技术分析也不是真的）。

>>62540841

Fucking lol. Imagine being the guy who has to type and post this shit.

真是笑死人了。想象一下那个得敲字并发布这堆垃圾的人吧。

>>62540841

图片: https://i.4cdn.org/biz/1785407907074562.png

>>62540844

AMAZIN

>>62540844

>0.53%

HAPPENING

>>62540844

just need it to 2x from here and /smg/ will break even

只要从这里翻一倍，/smg/ 就能回本了

>>62540585

leveraged koreans, we will go down until they are fully liquidated

杠杆化韩国人，我们会一直跌下去，直到他们全部爆仓

>>62540839

retard wanted her in the first place. everything he touches turns to shit.

那个脑残当初就想要她。他碰过的任何东西都变坏了。

>>62540851

>Combined with the sharp pullback in price momentum factors between July 28 and 29, the bank estimates that approximately 90% of hedge fund deleveraging has already occurred, bringing it 'close to the upper bound of the 2025 range.'

>结合7月28日至29日价格动量因素的急剧回调，该行估计大约有90%的对冲基金去杠杆已经完成，使其“接近2025年范围的上限”。

>>62540841

wasn't this 6 years ago? kek

这不是6年前的事儿了吗？呵呵

>>62540858

>theres no more leveraged koreans left to pump the market

>已经没有更多加杠杆的韩国人来推高大盘了

so thats it then huh

所以这就结束了，是吧

Remember smigbros, not everything that's brown is chocolate.

记住啊 Smi兄弟，别看到棕色的就以为是巧克力。

图片: https://i.4cdn.org/biz/1785408555055278.jpg

>>62540861

Too bad. It's only left to the companies themselves buying back their own shares.

真遗憾。现在只剩下上市公司自己回购股票了。

i-is the suffering over??

痛——痛苦终于结束了吗？？

图片: https://i.4cdn.org/biz/1785408570549869.jpg

>>62540844

*sigh* do you guys really have to get this excited? Makes it feel like the bottom is still a long ways away. I should've cut losses last week, at least I would have even more money than I do now.

*叹气* 你们真的大伙都这么兴奋吗？搞得我觉得底部还远着呢。上周我就该割肉离场了，至少我现在手里的钱会比现在多得多。

tKd

图片: https://i.4cdn.org/biz/1785408617890103.jpg

>>62540868

The suffering is never over, but the worst of it may be behind us now.

痛苦永远不会结束，但最糟糕的时候可能已经过去了。

>>62540858

Wait a second, does this mean hedge funds were leveraging themselves too?! How much?

等等，这是否意味着对冲基金也在加杠杆了？！加了多少？

>>62540868

Now comes the part where it runs back up in a rally, I sell for a 1500 dollar loss, then it keeps going up anyway to where I would have been in profit.

接下来就是反弹涨回去的部分，我卖了然后亏了1500美元，结果它还在涨，涨到我本来能盈利的地方。

>>62540850

WAGMI

>>62540877

>Hedge funds represent another source of risk warranting attention. According to JPMorgan data, the gross leverage ratio of hedge funds in its prime brokerage accounts peaked at 5.7x before declining to 3.2x as of July 27.

>对冲基金代表了另一类需要关注的风险。根据摩根大通的数据，其主经纪账户中对冲基金的总杠杆比率在峰值时达到5.7倍，随后降至7月27日的3.2倍。

>>62540777

Its over ????

结束了？？？？

give me a single reason not to full port into TQQQ today on this giga bounce off the 200 ema

给我一个理由，让我今天在这种从200日均线的大幅反弹中全仓买入TQQQ

AAAAAAAAAAAAA FREAK THE FUCK OUT AND BUY EVERYTHING

>>62540894

full porting anything is giga retarded and I say this as a boglehead that full ported into S&P

全仓任何标的都是巨婴行为，我作为一个全仓标普500的Boglehead都这么说

Just swam and urinated in the ocean, good for the soul and apparently soxl (i am having a hard time forgetting)

刚游完泳并在海里撒了尿，对灵魂有益，对SOXL显然也有益（我真的很难忘记这件事）

>>62540897

i exaggerated, it's actually 1/4 port

我夸张了，实际上是1/4仓位

>>62540894

I think that KOSPI/gooks are gonna bounce harder than semis/RAM. It's like buying TQQQ, but with leverage.

我觉得KOSPI/狗国佬会比半导体/RAM反弹得更猛。这就跟买TQQQ一样，只是加了杠杆。

But honestly, friday is a selloff day, so you might want to wait and buy tomorrow.

但老实说，周五通常是抛售日，所以你最好等明天再买。

>>62540905

yeah but gooks are basically 2 stocks and i don't think they're done dumping

是的，但狗国佬基本就靠那两家公司，而且我觉得他们还没抛完

they have margin calls to take care of that puts more downward pressure

他们还有追加保证金通知要处理，这会增加向下的压力

TQQQ is safe

TQQQ是安全的

>>62540898

Go on your odyssey

去开启你的奥德赛之旅吧

Escape your cycles of regret

摆脱你的后悔循环

图片: https://i.4cdn.org/biz/1785410366355624.png

do we have another epic peace deal or is it a Euros buy mutts dump edit

我们又有史诗级的和平协议了，还是说只是“欧股买入，狗国佬卖出”的编辑错误

>>62540905

>buy tomorrow

>等明天买

Huh?

>look at date

>看下日期

Oh it is Thursday today....

哦，原来今天是周四……

another +2% before the -10%

又一个+2%，然后紧接着是-10%

图片: https://i.4cdn.org/biz/1785410486276650.jpg

Kek baggies never learn

笑死，袋袋们永远学不乖

Keep slurping the dip

继续逢低吸筹

We have over 9000 bobos and they're raping your stocks

我们有九千多个波鲍（BoBo们），他们在强奸你的股票

图片: https://i.4cdn.org/biz/1785410548489316.png

https://files.catbox.moe/1f6ibr.mp3

图片: https://i.4cdn.org/biz/1785410572738401.png

>>62540928

Possible. My guess is that they're pumping the market so that put buyers that were ITM don't make big gains. Markets been rather funky in its behavior on eow this whole month so I wouldn't be surprised if that's what is causing this pump.

有可能。我猜他们在推高市场，是为了让那些价内（ITM）的看跌期权买家赚不到大钱。整个月周末市场表现都很怪异，所以我不惊讶于这就是造成这种拉升的原因。

>>62540930

Kek, nice.

笑死，不错。

thoughts on this cope?

对这个自我安慰的想法有什么看法？

图片: https://i.4cdn.org/biz/1785410734865462.png

>>62540912

Fair enough. I suspect that both dumping might be quite closely related, where I'd expect them both to start recovering around the same time, so it would seem to make more sense to put your chips into KOSPI for the higher upside, but do what feels comfortable to you.

有道理。我怀疑抛售可能密切相关，预计它们会同时开始复苏，所以看起来把筹码押在KOSPI上以获得更高的上行空间更合理，但做让你觉得舒服的事吧。

>>62540319

图片: https://i.4cdn.org/biz/1785410737471277.jpg

>>62540936

Worked great for Intel kek

这对英特尔很管用，笑死

is nowl going to shit the bed again?

现在NOWL又要爆雷了吗？

图片: https://i.4cdn.org/biz/1785410854528954.png

>>62540931

图片: https://i.4cdn.org/biz/1785410889881447.png

>>62540936

extremely retarded post and the reason micron isn't going to do that is because the indian that runs it likes money

极其弱智的帖子，美光不会那样做是因为管理它的印度人爱钱

>>62540938

hello cock sucking jeffy

你好，杰夫（Jeffrey）

>>62540936

Pretty sure that's not how that works, but they can and likely will buy back a sizeable amount of shares, boosting the stock price. That's how it tends to go. Though 4 years is quite a large timescale in this sort of sector.

敢肯定不是这么玩的，但他们很可能回购大量股份，从而推高股价。通常就是这么回事。不过在半导体这个领域，四年算是挺长的时间跨度了。

>>62540319

Knock it off with the loli shit.

别整那些萝莉向的烂事了。

>>62540905

Friday will be neon green

周五会是一片霓虹绿（大涨）

Sandisk to 1400

闪迪涨到1400

Sandisk to 2000 in 2 weeks

两周后闪迪到2000

>>62540949

You wouldnt like rimini

你就别去惹里米尼了

>>62540894

no korean is gonna touch semis ever again after getting 20x liquidated

韩国人一旦被20倍杠杆爆仓，就再也别想碰半导体了

SOMEONE JUST TELL ME IF THIS IS THE BOTTOM

Guys....imagine if Elon and Trump took over South Korea and pumped our bags.... That would be so flippin ebin

伙计们……想象一下如果埃隆和特朗普接管韩国，然后 pumped our bags（拉升股价），那该有多带劲

图片: https://i.4cdn.org/biz/1785411238058053.png

>>62540957

When did Musk get so tall, also looks even chinkier than normal

马斯克怎么长这么高了？看起来也比平时更像黄皮白男

>>62540959

You think the richest man in the world isn't gonna augment his height and intelligence to that of a based honorary white azn

你觉得世界上最富有的人不会把自己的身高和智商提升到那种基于“荣誉白人亚裔”的标准吗？

Holy shit Claude has gotten stupid. It'll just say something stupid and irrelevant to what I'm asking. Asked it what it thinks about a distance of 0.3m between a manhole and a service road, said its a rarely used road next to a railway for context. It mentioned the problem of grass covering and people not finding it? How is this relevant lol.

卧槽 Claude 变傻了。不管我问啥它都只会说些蠢货且不相关的内容。我问他关于井盖和服务道路之间0.3米间距的看法，它居然扯到什么铁路旁很少使用的道路作为背景。它还提到了草丛覆盖导致人们找不到路的问题？这有啥关系啊笑死

sndk looks like it retard pumping wtff

SNDK 这走势像极了弱智拉盘，啥情况

图片: https://i.4cdn.org/biz/1785411639450516.jpg

MSCI India is mooning. Thanks Microsoft.

MSCI 印度指数正在冲向月球。谢谢微软。

Why is everything green after a -10% day on zero news

为什么在零消息面的一天跌了10%之后，第二天全线飘绿（大涨）？

>>62540971

Akhtually the news is that Microgods saved the economy and META will be going bankrupt

实际上新闻是微软救了经济，而 META 要破产了

图片: https://i.4cdn.org/biz/1785411800057946.png

>>62540930

图片: https://i.4cdn.org/biz/1785411810357461.jpg

>>62540955

Wait until tomorrow.

等到明天吧。

do not forgot to pray to krishna for msft saving this fuck ass market

别忘了向克里希纳祈祷，感谢微软拯救这个操蛋的市场

vishnu will rape your doo doo hole in your sleep if you do not do thanking to raj microsoft bastards *respectful head shake*

如果你不向仁慈的微软混蛋们感恩戴德，毗湿奴会在你睡觉时强奸你的菊花 *恭敬地摇摇头*

>>62540971

Thing usually just doesn't go straight down for days on end. It is up to you if you believe this is a dead cat bounce or the rebound from the bottom.

事情通常不会连续多天一直直线下跌。信这是死猫跳还是底部反弹，取决于你自己。

>>62540971

Line go up

线往上走

>>62540971

All the gooks were liquidated, markets stopped being irrational, investors realized that nothing ever happens and that line goes up and to the right.

所有黄皮白男都被爆仓了，市场不再非理性，投资者意识到什么都没发生，那根线始终向右上方延伸。

>>62540971

Multi strategy quant firms are the new hip.

多策略量化基金现在是新潮流。

They are both short and long.

他们既做多头也做空头。

I don't like how many posters here are suddenly positive on semis. Sure, could be the floor soon but my bull trap senses are tingling.

我不喜欢这里突然这么多帖子看好半导体。确实，可能快到底了，但我的诱多警报响了。

>>62540996

>post count nearly 400+ and no bakers

>发帖量都快400了，连个面包师都没有

its a bull trap anon

这是个诱多陷阱，匿名兄

>>62540996

Buying shit is a lot more fun than selling :D

买入比卖出有趣多了 :D

图片: https://i.4cdn.org/biz/1785412379585281.png

wtf is happening to my oilies

我的油气股咋回事？

>>62541003

the good guys won

好人赢了

图片: https://i.4cdn.org/biz/1785412531955367.png

>>62540996

Bull trap would require them to rebounce to at least like 50% of the difference from the ATH's.

要是诱多的话，它们至少得反弹到离最高点差值的一半（50%）左右。

Also pretty much nothing has changed about semis trade these last 2 months. Apart from massive force liquidations it's just some weak Chinese FUD (another Deepseek moment) with capex only increasing and pretty much everyone hitting or beating their own targets.

另外，过去两个月半导体交易基本没啥变化。除了大规模强制平仓外，就是有些弱鸡的中国恐慌情绪（又是 deepseek 事件），而资本支出只是在增加，几乎所有人都达到或超过了自家目标。

Anyway, this whole thing is just a big buying opportunity.

总之，这一切就是个巨大的买入机会。

>>62540996

附件: https://i.4cdn.org/biz/1785412603566378.mp4

test

>>62540999

this is why I always buy and never sell, simple as

这就是我为什么只买不卖，简单粗暴

>>62540971

Msft proved returns on ai and meta upped capex, lam beat big and the fed held rates, semis which are the leading sector, got sold off big and are cheap now and all the good news that was in the rearview can be priced in now that the hyperscaler and fed fog have cleared. Theres other stuff too but i dont wanna jinx it or offend higher powers

微软证明了AI的回报，Meta提升了资本支出，业绩超预期，美联储维持利率不变。作为领先板块的半导体大幅抛售，现在估值很便宜，所有此前的利好都已消化，随着大型云厂商和美联储的迷雾散去。还有其他因素，但我不想言灵或者冒犯更高力量。

>>62541023

Not sure FED meeting was all that positive. Holding now was expected and pretty much priced in, but now it seems like the sentiment is that there is coming at least one rate hike later this year.

不确定美联储会议有多积极。维持现状是意料之中，几乎已被定价，但现在看来市场情绪认为今年晚些时候至少还有一次加息。

>>62541023

Also every dumb goy that bought semis since the last gap up got scammed by market makers and they are clear for takeoff without harming any important authorized participants

此外，上次跳空高开以来买入半导体（semis）的每个愚蠢的Goy都被做市商骗了，现在市场可以起飞了，不会损害任何重要的授权参与者。

spcx doin sumn

spcx 有动静了。

>>62541027

Gemini keepa hallucinating that the fed is primed to cut though so i think the narrative is changing soon, we will have to see inflation numbers later i guess

不过Gemini Keepa还在幻觉美联储准备好降息，所以我认为叙事很快会改变，我们得看看后面的通胀数据了，我想。

baking

Did Leopold's Ashenbrenner's fund get liquidated?

Leopold的Ashenbrenner基金清算了吗？

Also we are in the post-shadow of mercury retrograde and things are returning to normal. There are countless reasons to raise prices

另外，我们处于水星逆行的后影期，事情正在恢复正常。涨价的理由不计其数。

>>62541030

It's mostly just copying overall market, though I've heard that SPCX is becoming oversold and it may shoot up out of the sudden.

它主要是跟随大盘，不过我听说SPCX超卖了，可能会突然飙升。

Sounds dubious to me, but maybe there's some truth to it.

听起来很可疑，但也可能有点道理。

i lied btw

顺便说一句，我撒谎了。

>>62541033

Leopold got ahead of this move and had puts unironically, thats why he makes the big bucks before he can even grow a beard and you dont

Leopold在这波行情中占得先机，还正经地持有看跌期权（puts），这就是为什么他还没长胡子就能赚大钱，而你不能。

QRD on this pre market pump?

盘前这波拉升的QRD（Quantity Relative to Demand，相对需求的量/筹码分布）是多少？

>>62541042

Rest in peace smg

安息吧，SMG。

This was the last one

这是最后一个。

This bvll run was kinda short, I think we should https://www.youtube.com/watch?v=7uANqJvfZxc

>>62541044

Sold off on open. We dumping today and on Friday.

开盘抛售。今天周五都在出货。

>>62541044

setup for dump it

砸盘的走势。

Its more fun if line goes down. Who am I supposed to laugh at now? Oil baggies?

曲线走下来才好玩。我现在该嘲笑谁呢？石油袋们？

>>62541051

Yourself, but you can still taunt all the chip baggies are the bigly down.

嘲笑你自己吧，但你仍然可以嘲讽那些芯片袋们跌得很惨。

I like it more when numbers are up and you crybaby cynics get mad other people are succeeding. The fetid negative energy in here was getting really aggravating and im glad its bears turn to pout and seethe again

当数字上涨而你那些爱哭的犬儒主义者对别人成功感到愤怒时，我更喜欢这样。这里恶臭的负能量让人非常恼火，我很高兴熊市再次转向沮丧和愤恨。

analyzing

>GDP miss by 0,6%

>GDP miss by 0,6%（GDP不及预期，少0.6%）

图片: https://i.4cdn.org/biz/1785414706284035.png

Going back into the ocean to charge soxl some more

回去海里充会电，继续加仓SOXL。

Daily reminder that the largest oil refinery on earth is on fire while the press is actively suppressing any discussion of it and the fed ignored energy entirely like faggot cucks with their head in the sand

每日提醒：地球上最大的炼油厂着火了，而媒体积极压制对此的任何讨论，美联储完全无视能源问题，就像那些把头埋在沙子里的傻逼受虐狂一样。

SHAKY HANDS WARSH

LITTLE WEAK BITCH VOICE WARSH

MUH TASK FORCE OF INDIANS!

>I am trying to land a plane in the fog without crashing

>我试图在雾中降落飞机而不坠毁

LMAO

M

A

O

图片: https://i.4cdn.org/biz/1785414779822676.png

>>62541076

Seethe ber

愤恨吧，熊。

>>62540897

图片: https://i.4cdn.org/biz/1785414889610632.jpg

>>62541032

>baking

Well? We're waiting.

嗯？我们在等。

>ramping up into the open

>开盘前拉升

Oh no, all the exit liquidity. Would be shame if someone were to sell it off.

哦不，全是退出流动性。如果有人抛售那就太遗憾了。

>>62541088

BUYBUBYBUY REDDIT BUY!!!

>missed the bottom again

>再次错过底部

Its over

完了

>>62541093

Don't worry, there'll be a new bottom very soon.

别担心，很快就会有一个新的底部。

>sell during the super pump right after the market opens

>开盘后超涨时卖出

>buy during the super dump three hours after the market opens

>开盘三小时后超跌时买入

>sell again during the super pump one hour before the market closes

>收盘前一小时超涨时再次卖出

Please evaluate my strategy for today

请评估我今天这个策略。

>>62541075

Wow it worked... im here all week

哇，居然成功了……我下周还在这里。

Some of these pre-markets are eyebrow raisingly high, I fear a bull trap

这些盘前涨幅有些高得让人挑眉，我担心是个多头陷阱

>>62541096

Uhm akchually its a sea.

呃，其实那是海。

Is this the final /smg/?

这是最后的 /smg/ 吗？

>>62541096

based splasher

靠谱的水花

>>62541095

Would've worked for yesterday due to the FED pump, not sure there will be a FED pump today.

要是昨天的话还能行，毕竟有美联储的拉升，但今天不知道还有没有美联储的拉升。

>>62541099

I hope so but trannies that live here forever keep baking

我希望是这样，但那些永远住在这的跨儿们一直在搞烘焙

>>62541076

So why do you post a pic of a forest fire?

那你发张森林大火的照片干嘛？

>>62541098

Very true, its so calm its almost like a lake, never been in salt water like this. It has a different taste too, very briny and none of that seaweed smell, which i dont much like but otherwise its amazing

太真实了，这里安静得简直像湖面一样，我从来没经历过这样的海水。味道也不一样，非常咸，而且完全没有那种海藻味，虽然我不太喜欢那个味道，但总之棒极了

>>62541114

Dead Sea is cool. I was in Jordan in 2024 when the Iran shitshow wasn't that bad. Utterly devoid of all life if you hate seaweed.

死海挺酷的。我 2024 年在约旦的时候，伊朗那边还没那么烂。如果讨厌海藻的话，那里简直毫无生机。

Baker or me do it?

让烤面包的干还是我来？

will the premarket pump hold?

盘前拉升会撑住吗？

图片: https://i.4cdn.org/biz/1785416171555924.jpg

>>62541127

Ofcourse not. The bond market is going to force that fucking rat to hike rates. It’s literally over for the bogletards.

当然不会。债市会逼着那只该死的老鼠加息。这对那些沼泽低能儿来说彻底完了。

>>62541127

yep. all the way until 10am probably!

没错。大概能一直持续到上午 10 点！

>>62541126

i'm working on it...need a few more min

我正在弄……还需要几分钟

SaaS chads looks like the party is over ;<(

SaaS 大佬们，派对似乎结束了 ;<(

>>62541134

You're being very optimistic.

你太乐观了。

>>62541137

>>62541137

>>62541137

New

>>62541141

Microsaarft red EOD.

微软今晚收盘要跌。

>>62541139

Done. Stop. Thanks

搞定了。停下。谢谢

>>62541148

almost ready

快好了

>>62541154

It’s done. See above.

完成了。见上面那条。

>>62541171

i'm just trying to find the right image. the hard work is done. new thread here shortly. please hold

我只是在找张合适的图。辛苦活干完了。新楼马上发，请稍候

>>62541182

>>>>62541137

>>62541182

carry on

继续吧

thanks anon

谢了 anon

Please FOMO into soxl little bit more

请再 FOMO 进一点 soxl 吧