/smg/ - stock market general

Friday Edition

周五版

>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

图片: https://i.4cdn.org/biz/1785508342399056.png

>nows

附件: https://i.4cdn.org/biz/1785508404924993.webm

Why's Le REDDIT down so much?

为什么Le REDDIT跌这么多？

图片: https://i.4cdn.org/biz/1785508595911745.jpg

>3 different /smg/ up at the same time

>同时有三个不同的/smg/帖子

>>62546257

>>62546262

>>62546271

Good job

干得好

>>62546304

There’s 5 now

现在有五个了

This one.

就这个。

>>62546257 #

>>62546321

>No subject

>没有主题

I don't think so

我觉得不是

>micron and sandisk are raping my portfolio again

>美光和闪迪又在强奸我的投资组合

>apparently the news is saying it's because apple is dumping, and apple uses their chips and nand and shit

>看起来新闻说是苹果在抛售，而苹果用他们的芯片和NAND什么的

I knew that

我早知道

they would probably dump forever and never recover as soon as I missed that first bounce to sell a month ago

我一个月前错过了第一次反弹没卖，之后他们就大概会永远跌下去再也回不来了

Because this always, somehow, happens to me and it never lets me just get back to break even

因为这种事不知怎么总会发生在我身上，从不让我回本

But I am tired.

但我累了。

I bought SNDQ just now. Pray for me.

我刚买了SNDQ。为我祈祷吧。

My WEAT calls have been rangebound for months. Theta is gouging my fucking anushole

我的WEAT看涨期权几个月了都在横盘。Theta把我的屁眼都刮出血了

图片: https://i.4cdn.org/biz/1785509700665750.gif

so the stock market is where the big eats the small?

所以股市就是大鱼吃小鱼？

did poor ashenbrenner really deserve this?

可怜的阿森布伦纳真的活该这样吗？

>YIELDS

You have been warned.

你已经被警告过了。

>>62546541

It is AI trade vs anti-Ai trade. AI trade have won.

这是AI交易vs反AI交易。AI交易赢了。

>>62546364

>>62546552

double sneedum on the feedum

喂食时双重痛击

No clue if this sends micron and sandisk back to where they were at open

不知道这是不是会把美光和闪迪送回开盘价

图片: https://i.4cdn.org/biz/1785513461397679.png

>>62546541

I have been warned for the past 2 months and am so horribly raped at this point there is nothing I can do. Either there is a big relief rally back to where nasdaq was 6 weeks ago and I escape with most of my foreskin or shit.

过去两个月我一直被警告，现在被操得惨不忍睹，根本无路可走。要么来一波大反弹回到六周前的纳斯达克水平，我还能保住大部分包皮，要么就完蛋。

>MU

make it fucking stop. the potato niggers already liquidated him.

赶紧停吧。那些土豆黑鬼已经把他清算了。

图片: https://i.4cdn.org/biz/1785516937847577.jpg

Whoever shilled me PYLD at 26.50 I hope you're happy. I will never financially recover from this.

谁跟我推的PYLD在26.50买的，我希望你开心。我这辈子都回不了本了。

图片: https://i.4cdn.org/biz/1785517094759126.png

Would it be retarded to load up on more MU right now or smart

现在加仓MU是傻逼还是聪明？

My GAW position is getting larger and larger, bros.

我的GAW仓位越来越大，兄弟们。

图片: https://i.4cdn.org/biz/1785517252085904.png

AAPL DOWN 10% BUY BUY BUY I WANT TO SEE THE LINE GOING UP

>>62546298

theyre not getting any new deals for their data to train AI

他们拿不到新协议来训练AI的数据了。

their data has been poisoned recently because tons of people are writing their comments with LLMs, which will increase potential for model collapse

他们的数据最近被投毒了，因为一堆人用LLM写评论，这会增加模型崩溃的可能性。

>>62546902

they literally crashed the market to liquidate one guy, it's just going to bleed forever now and Apple is dragging it down too because Apple buys micron chips.

他们真的把市场砸了来清算一个人，现在就是无止境地流血，苹果也在拖后腿，因为苹果买美光的芯片。

>they're really gonna crash the market to stop me from cooming

>他们真要砸市场来阻止我射精

This is just like back in february.

这就像二月份那时候。

I'm selling CSPs on Micron next week and hoping it drops to $700 range on Monday. Good luck to the rest of you.

我下周卖美光的CSP，希望周一一跌到700块区间。祝你们其他人好运。

图片: https://i.4cdn.org/biz/1785518027049467.png

is this true? Japan Rice merchants were trading stocks 300 years aog?

这是真的吗？日本米商三百年前就在炒股了？

图片: https://i.4cdn.org/biz/1785518079526187.png

>>62546965

图片: https://i.4cdn.org/biz/1785518140810891.png

>>62546969

Anime website.

动漫网站。

图片: https://i.4cdn.org/biz/1785518168886911.jpg

>Green Day because VT holds OIL

>绿日因为VT持有OIL

Let's Drive OIL Barrons! We're so fucking back!

冲啊OIL伙计们！我们他妈回来了！

图片: https://i.4cdn.org/biz/1785518279323368.jpg

>US Treasury will intervene Japanese yen

>美国财政部会干预日元

...........what the fuck, this feels incredibly bearish

...........搞什么鬼，这感觉极度看空

>>62546941

It's also super fucking funny watching the poisoning happen in real time. If you ask AI a niche question and get a retarded answer, if you type that answer into going with "reddit" on there you'll often find the exact comment that the LLM was relying on. Often in a meme sub or meant as sarcasm (or what passes as such on reddit) and they're just scraping everything without any vetting.

看着投毒实时发生也超级好笑。你问AI一个冷门问题得到的答案是傻逼的，如果你把那个答案加“reddit”输进去搜，常常能找到LLM依赖的那条评论。经常是在梗区或者本来是讽刺的话（或者Reddit上那种所谓的讽刺），他们啥都抓、根本不筛选。

>>62546966

stocks? no, they were trading rice futures (/ZR)

股票？不，他们在交易大米期货（/ZR）

Slurped some red a few hours ago and now I’m fat green.

几小时前吸了点红，现在肥绿了。

We are going to make it.

我们会成功的。

>>62546969

He bought at the top and losing money LOOOOOOOL

他买在最高点然后亏钱，哈哈哈哈哈

>>62546959

>>62546951

>>62546723

>>62546353

Good luck loser, I'll be making $1000-2000 in premium when I start CSPs next week.

祝你好运傻逼，下周我开始做CSP能赚个1000-2000的权利金。

图片: https://i.4cdn.org/biz/1785518537639489.png

MIGRATING

FUCK ISRAEL

Anything new or beat down worth buying?

有啥新货或者被打趴下值得买的吗？

>>62546941

>their data has been poisoned recently because tons of people are writing their comments with LLMs, which will increase potential for model collapse

>他们的数据最近被投毒了，因为一堆人用LLM写评论，这会增加模型崩溃的可能性

If you buy into this narrative, then you should be shorting the entire AI industry right now. We are less than 5 years into ChatGPT being a thing and estimations say that 50% of new content is already AI-generated.

你要是信这个说法，那现在就该做空整个AI行业。ChatGPT才出来不到五年，估计新内容里已经有50%是AI生成的了。

Any institution with a decade+ of user content is sitting on an ever appreciating treasure trove. The internet is going to become unusable for training in less than a decade from now.

任何有十多年用户内容的机构都坐拥一座持续升值的宝库。互联网在不到十年内就会变得没法用来训练了。

>>62547011

>beat down

>被打趴下

BYD and Xiaomi

比亚迪和小米

Other than that GAW

除此之外就是GAW

>>62547011

Pretty no brainer buy.

无脑买入。

图片: https://i.4cdn.org/biz/1785519145104063.png

So what are you lads buyin today?

那你们今天买啥？

Netflix looks enticing at its current ratios.

奈飞按现在的估值看着挺诱人的。

Also looking into some industrial shit like Shin-Etsu which dumped a retarded amount in reaction to a 10% lower than expected yearly revenue forecast, but it is the kind of stock that will get raped if oil stays above 75.

还在研究一些工业股，比如信越化学，因为年度营收预测比预期低10%，他们反应过度砸了一大笔钱，但这股票要是油价保持在75以上，会被干得很惨。

Apple and Google seem both too expensive.

苹果和谷歌看起来都太贵了。

GOOG goes down

GOOG跌了

GOOG goes up

GOOG涨了

MSFT goes down

MSFT跌了

MSFT goes up

MSFT涨了

图片: https://i.4cdn.org/biz/1785519270553983.jpg

>>62547019

>it was once close to 800

>它曾经接近800

What happened?

发生了什么？

>>62547011

IBM

图片: https://i.4cdn.org/biz/1785519330631672.jpg

>>62547018

what's byd ticker?

比亚迪的股票代码是啥？

>>62547019

I'll never give Zuck a shekel

我永远不会给扎克伯格一分钱

>>62546993

>CSP

>if you have enough cash to buy 100 shares at 600 bucks

>如果你有足够的现金在600美元买100股

>for 1000 in premium

>为了1000块的期权费

Lol

That's tremendously retarded.

那真的太蠢了。

>>62547018

>>beat down

>>被打压

>BYD and Xiaomi

>比亚迪和小米

Chinese industrial companies depend on so much shit that's totally at the whim of the CCP and affected by geopolitics/tariffs that I'd never bet big on them.

中国工业企业依赖太多完全受中共摆布、还受地缘政治/关税影响的东西，我绝对不会重仓押注它们。

The one I'm looking at is Tencent which is trading stupidly low and so far all reasons I've seen are beyond retarded and wouldn't hurt a hyperdiversified asset holder like Tencent much.

我在看的是腾讯，交易价低得离谱，目前为止我看到的所有理由都蠢到不行，而且不会怎么伤到像腾讯这种超多元化资产持有者。

>>62547028

图片: https://i.4cdn.org/biz/1785519624397396.jpg

>>62547022

Meta, Amazon, and little nibbles of SOXS.

Meta、亚马逊，还有一点SOXS。

>>62547028

Same as what's going on every big tech company. They are spending huge amount of capex on AI and investors/market thinks it's too much and will not return investments in the future, and China is now competing with their own AI and chips.

跟每家大型科技公司的情况一样。他们在AI上砸了巨量资本支出，投资者/市场觉得投入太多、未来回不了本，而且中国现在也在用自家AI和芯片来竞争。

>>62547036

Zuck gives two shits about your money which is a drop of water in an ocean. You have the mindset of a retard and reddit activist if you think like this in the stock market.

扎克对你那点钱根本不在乎，你那钱就是大海里的一滴水。如果你在股市里这么想，你就是个傻逼加reddit愤青思维。

>>62547038

Keep holding baggie who bought the top. CSPs and CCs on beaten down stocks is how I easily make 40-50k a year in just premiums while jerking off. If I got 4 weeks without having the put ITM at 15-20% I'm making 4-5k a month at a 15%

继续捏着你的袋子吧山顶接盘侠。卖CSP和CC在被打压的股票上，我随便一年就赚4-5万纯权利金，还能一边撸管。如果4周内期权没到价、15-20%收益率，我一个月就赚4-5千，15%的水平。

WHATCHA

>BUYAN

>SELLAN

>HODLAN

>READAN

>EATAN

>DRINKAN

>FAPPAN

>FEELAN

图片: https://i.4cdn.org/biz/1785519953459806.png

>>62547047

>Meta, Amazon

>Meta、亚马逊

I think both are good at their current price and ratios but I'm already in both and don't see an obvious enough oportunity to full port them.

我觉得它们现在这个价格和估值都挺好的，但我已经两个都持有了，没看到足够明显的机会去全仓加注。

>>62547019

>>62547045

this shit is the most likely of the fag7 to explode. not Tesla but "Meta". only boomers even use his shit anymore and all his spinoff gadgets are fucking gay retard shit that would get you bullied and called a faggot IRL.

这玩意儿在fag7里最可能爆。不是特斯拉，是“Meta”。现在只有老古董还在用他那破东西，他那些衍生小玩意儿全是基佬白痴玩意，现实里拿出来会被嘲笑还被人叫gay。

图片: https://i.4cdn.org/biz/1785519992538958.png

I told yew

我跟你们说了

图片: https://i.4cdn.org/biz/1785519999131541.png

I'm

>60% SKHY

>39% CRWV

>1% cash

>1%现金

>>62547053

>Zuck gives two shits about your money which is a drop of water in an ocean. You have the mindset of a retard and red

>扎克对你那点钱根本不在乎，你那钱就是大海里的一滴水。你就是个傻逼加red

True it's just my own personal "thing"

确实，这只是我个人的“执念”

>CSPs and CCs on beaten down stocks is how I easily make 40-50k a year in just premiums while jerking off

>卖CSP和CC在被打压的股票上，我随便一年就赚4-5万纯权利金，还能一边撸管

I wish I wasn't too big a pussy and had the money to do this. Godspeed anon.

真希望我不是太怂、也有钱这么干。祝你好运anon。

>the bottom?

>底部？

its here

就在这里

>top?

in 3 years

三年内

图片: https://i.4cdn.org/biz/1785520087801648.jpg

>>62547061

I'm

>70% cash

>70%现金

>30% shit

>30%垃圾股

Broke up my date with Bobina. She's hysterical right now.

我跟Bobina的约会吹了。她现在歇斯底里。

Good afternoon

下午好

TKD

图片: https://i.4cdn.org/biz/1785520157232565.jpg

>>62546271

>>62547055

>fixed version btw

>顺便说修正版

Bart was hiding in the original version

Bart藏在原版里

>>62547055

TRLV, CELH, MNST, RBLX, Moderna

TRLV、CELH、MNST、RBLX、莫德纳

How has niggrrr anon been? Haven’t been lurking since a few weeks ago lol

niggrrr anon最近咋样？我几周没来潜水了哈哈

>>62547057

See this $90 price? You and everyone was saying the exact same thing.

看到这个90块的价格了吗？你和所有人之前都在说一模一样的话。

See that 2025 crash around Trump's tariffs?

看到2025年特朗普关税引发的崩盘了吗？

Exactly the same thing.

完全一样的事。

Metaverse is now nothing and failed. It failed like 3 years ago. And the stock still climbed to all time highs and if you invested back then you would have quadrupled your money. Making your stock purchases on shit like Metaverse and Facebook rather than just looking at the financials and fundamentals is being a meme trader. Go buy SPCX if you want to ignore finance numbers and want to dream about some concept.

元宇宙现在啥也不是，已经失败了。三年前就失败了。但股价还是涨到了历史新高，如果你当时投资，你的钱能翻四倍。靠着元宇宙和Facebook这种玩意儿来买股票，而不是看财务数据和基本面，那你就是个meme trader。要是你想无视财务数字、做梦吹概念，那就去买SPCX吧。

图片: https://i.4cdn.org/biz/1785520338613150.png

Holy shit MU might end up in the green today

卧槽，MU今天说不定能收绿。

reminder

>>62547078

Baggie has challenged him to a fight

Baggie已经跟他约架了。

图片: https://i.4cdn.org/biz/1785520413864098.png

>>62547078

Surviving, each day at a time.

撑着呗，一天一天熬。

Lol I'm good thanks for the concern, my life is no materially different. I am soon off to SEA to sexpatmaxx and will be smig posting a lot less.

哈哈我没事，谢谢关心，我生活没啥实质变化。我马上要去东南亚sexpatmaxx了，smig发帖会少很多。

图片: https://i.4cdn.org/biz/1785520428862197.png

>>62547081

I bought LEAPs at $90 dude.. I shilled meta here at 90. I'm not buying it right now.

我90块买的LEAPs啊兄弟……我在这90块就吹过meta。我现在可不买。

"META" was a project they could just scrap and toss in the trash even though they kept the faggy name. The data center debt is a game of Russian roulette they are playing imo.

“META”就是个他们随时能砍掉扔垃圾桶的项目，虽然他们留着那个基佬名字。数据中心那堆债务，我觉得就是他们在玩俄罗斯轮盘赌。

buy U

买U。

>>62547084

I think MU retests $750 before it retests $1,000 smigga. This looks like the right shoulder of a head and shoulder, hoping we bottom around $770 that's where I'm throwing the rest of my cash in.

我觉得MU会先回测750，再谈1000，smigga。这看起来像是头肩顶的右肩，希望能在770附近见底，那是我把剩下现金全砸进去的位置。

图片: https://i.4cdn.org/biz/1785520549169805.png

>>62547086

What kind of trust fund kid goes on /smg/ to begin with? Why not just be rich in the real world?

什么样的信托基金小孩会来/smg/？咋不在现实世界里老老实实当富二代呢？

图片: https://i.4cdn.org/biz/1785520553517855.jpg

>>62547057

They are the most likely to be the first ones to stop being a growth business, but Meta is not going under any time soon.

他们是最有可能先停止增长业务的公司之一，但Meta短期内不会倒闭。

They control every western normalfag social platform other than tiktok and youtube (and X, but X is a fucking meme as a business) and new social platforms pretty much don't happen anymore. Also, they are by far the most effective adds company in terms of how much money they are able to generate out of their users.

除了TikTok和YouTube（还有X，但X作为生意就是个笑话），他们控制了所有西方normalfag的社交平台，而新社交平台基本不会再出现了。而且，论能从用户身上榨出多少钱，他们目前是最牛的广告公司。

Even if no one in gen alpha and onwards ever uses their shit and they eneded up failing completely at AI, Meta can maintain the current numbers for at least 20 years more. At its current ratios, there's pretty much no way you lose money on Meta long term.

就算gen alpha及以后没人用他们的东西，AI也彻底搞砸了，Meta也能维持现在的数字至少20年。按目前的估值比率，长期持有Meta基本不可能亏钱。

Meta looks bad at the moment because their attempts to keep being a high growth company are not panning out, but they have their current business locked the fuck down. They could pivot into being a modern blue chip, reduce their capex and other spending and just keep printing money for decades.

Meta现在看起来不好是因为他们想保持高增长的努力没见效，但现有业务已经被他们锁死了。他们可以转型成现代蓝筹股，削减资本开支和其他支出，然后继续几十年印钱。

Stonks

>>62547100

they would still exist in some capacity but there is no good way out of this datacenter bet they made without it working. it would forever cuck them into reddit tier company

他们多少还是会存在的，但这个数据中心豪赌如果没成，就没啥好出路。那会永远把他们坑成Reddit那一档的公司。

MU theme song rn: https://youtu.be/ZE5zXLOyEOQ

图片: https://i.4cdn.org/biz/1785520788691700.jpg

10 year bond yields boutta hit 4.8

10年期美债收益率要冲到4.8了。

图片: https://i.4cdn.org/biz/1785520813024346.jpg

why the fuck are bonds so autistic?

债券为什么这么自闭？

seems more painful to manage than straight equity.

看着比直接玩股票还折磨人。

>>62547091

I am genuinely baffled by your logic You were shilling for Meta when they focusing on the Metaverse with shit ton of capex, with literally everyone laughing at how awful it looked, and Zuck looking like a complete retard by his vision that everyone would be going to some digital space world. But when Meta is now spending money on data centers, GPU, and computers, you now think it's unsafe???

我是真搞不懂你的逻辑。Meta 大搞元宇宙、烧成百上千亿 capex，所有人都在嘲笑那玩意儿有多难看，扎克伯格像个傻逼一样坚信大家都会跑进某个数字空间世界的时候，你在替 Meta 站台。结果现在 Meta 开始砸钱买数据中心、GPU 和电脑了，你反倒觉得不安全？？？

Going to buy £1000 worth of Barclays Bank stock on Monday I think.

我打算周一买一千英镑的巴克莱银行股票。

Any bank stock holding anons can tell me what I'm in for?

有没有持有银行股的匿名老哥能告诉我，我这是要经历什么？

图片: https://i.4cdn.org/biz/1785520927741513.png

>>62547112

blood on the streets nigga

街上血流成河啊兄弟

real ones know (it's called luck)

懂的人自然懂（这其实叫运气）

>>62547112

META has committed 700 billion to AI spend

META 承诺了 7000 亿用于 AI 支出

Facebook spent

Facebook 花过多少

they only spent 80 billion on the metaverse.

他们元宇宙才花了 800 亿。

this retard project is going to flop 10x harder than the last retard project. they could afford to eat 80B they cannot afford to eat 800B

这个傻逼项目会比上一个傻逼项目惨十倍。800 亿他们能扛得住，8000 亿他们绝对扛不住。

>>62547103

>it would forever cuck them into reddit tier company

>这会永远把他们困在 reddit 级别的公司里

Meta without the datacenters/AI shit is still a stronger business than 99% of companies anon. They have some of the craziest margins out of any company, even while burning tens of billions on new bets, and they get it from products that no one can compete with because good luck getting people to use a Facebook/Instagram clone in the big 26.

匿名老哥，Meta 就算没有数据中心/AI 这些破玩意儿，也比 99% 的公司强。他们有着顶级公司都羡慕的恐怖利润率，即使一边在新赌注上烧几百亿，这些利润还是来自没人能竞争的产品，因为在大环境这么卷的 26 年，想让用户去用 Facebook/Instagram 的山寨版，想都别想。

Reddit is going to go back to being a platform that makes no money once they run out of data to sell due to all the newer content being poisoned for training by AI use.

一旦训练数据卖光，而且新的内容因为 AI 用得太多全被污染了，Reddit 就会回到那个一分钱不赚的平台状态。

If you think these two could form part of the same conversation any time soon, you might be elegible for retardbuxx anon.

如果你觉得这俩玩意儿能很快放进同一个讨论里，你可能就有资格领弱智补助金了，匿名老哥。

>>62547116

*Burnham blasts you*

*伯纳姆把你轰飞*

图片: https://i.4cdn.org/biz/1785521272212868.jpg

>>62547116

I will hold my JPM until Dimon leaves; Barclays is overexposed to bongistan(a failed state, the next south africa) so I wouldn't personally pick them but you do you.

我会持有摩根大通拿到 Dimon 走人；巴克莱在“邦吉斯坦”（一个失败国家，下一个南非）那边敞口太大，所以我自己不会选它，但你随意。

>MSFT

>AMZN

>GOOG

mag3 bros...we are so back

MAG3 兄弟们……我们又回来了

图片: https://i.4cdn.org/biz/1785521322398824.png

>>62547122

>THIS TIME... WILL BE DIFFERENT

IT'S NOT DIFFERENT AT ALLLL! IS IT, MARK??? HAHAAAHAHAHAHAHA

>>62547061

I'm

>10% LCK

>20% SKL,

>15% WMB

>5% PSRHF

>50% HP

图片: https://i.4cdn.org/biz/1785521381254500.jpg

>/smg/ shitting themselves

>/smg/ 那帮人吓得尿裤子

>Stonks green

>股票全绿

Maybe NOT have everything in memory? Surely the last month was an indication

也许不该把所有东西都放内存里？上个月难道不就说明问题了吗

>>62547132

My safe folio is only up .06%

我的稳健投资组合才涨了 0.06%

I need MOAR

我还要更多

>>62547132

Sure let's all buy

行吧咱们都买

>msft

Oh wait that's cloud AI

哦等等，那是云 AI

>goog

Anthropic

>amzn

Also cloud AI

也是云 AI

Oh look, looks like everything that doesn't suck is still AI.

哦看啊，所有看起来不烂的东西依然全是 AI。

>OpenAI disclosed that its models now reach more than one billion active users and more than two million businesses, an announcement that followed price reductions on two models in its GPT-5.6 family.

>OpenAI 披露其模型月活用户突破十亿，企业客户超过两百万家，同时宣布对其 GPT-5.6 系列的两款模型降价。

>The company cut the price of GPT-5.6 Luna by 80% and GPT-5.6 Terra by 20%. Luna is now priced at $0.20 per million input tokens and $1.20 per million output tokens, down from $1 and $6. Terra's rates fell to $2 per million input tokens and $12 per million output tokens, from $2.50 and $15. Pricing for Sol, the most capable model in the family, remains unchanged, the company said.

>该公司将 GPT-5.6 Luna 价格下调 80%，GPT-5.6 Terra 下调 20%。Luna 现在每百万输入 token 定价 0.20 美元、每百万输出 token 定价 1.20 美元，之前是 1 美元和 6 美元。Terra 费率降至每百万输入 token 2 美元、每百万输出 token 12 美元，从之前的 2.50 美元和 15 美元降下来。该系列最强模型 Sol 的价格保持不变，公司表示。

AI getting into a price war while they're still massively unprofitable sounds bullish to me

AI 在大规模亏损的时候开始打价格战，我听起来反而觉得是利好。

>>62547132

Mag 7 is crabbing as well.

Mag 7 也在横盘。

>>62547124

What even is META's revenue stream? Just selling your data on insta, whatsapp, and FB? A solid business for sure, but not an entirely safe one either as seen by all the social media fads dying out over the years.

META的收入来源到底是啥？就靠卖你在Ins、WhatsApp和FB上的数据？生意确实稳，但也算不上完全安全，毕竟这些年社交媒体潮流死了一茬又一茬。

hmmm, why aren't wheat my wheat futures cash settled?

嗯，为啥我的小麦期货不是现金交割？

wtf am I going to do with 30 tons of fucking wheat bitch

我他妈拿30吨鬼小麦干啥啊，姐们儿

>>62547143

Bread

>>62547138

>Blockchain disclosed that its wallets now reach more than one billion active users and more than two million coins created, an announcement that followed price reductions on two major coins in its BTC family.

>Blockchain披露其钱包现在拥有超过10亿活跃用户和超过200万枚创建的币种，这一公告是在其BTC系列两大币种降价之后发布的。

>>62547112

>and Zuck looking like a complete retard by his vision that everyone would be going to some digital space world

>还有扎克伯格那副傻样儿，满脑子以为所有人都得去什么数字虚拟世界

The execution and going so hard into it this early and marketing it as something that could already be big was retarded (as other anon said, Meta really need better PR teams) but the investment itself was a solid idea.

执行方式和这么早就猛砸进去、还把它吹成能马上起飞的东西是够蠢的（就像前面老哥说的，Meta真该换更好的公关团队），但投资本身是个靠谱的想法。

A new technology creating the space for new social platforms is legit the only thing that could kill Meta, so they wanted to be ahead of the curve just in case regardless of how remote the chance of a metaverse becoming mainstram is.

能干掉Meta的唯一合法机会就是新技术开辟新社交平台的赛道，所以他们想抢占先机以防万一，不管元宇宙成为主流的机会有多渺茫。

>>62547142

META makes 98% of their revenue from ads

META 98%的收入来自广告

EVEN A TERM POLICY

图片: https://i.4cdn.org/biz/1785521886605777.png

OH SHIT.

图片: https://i.4cdn.org/biz/1785521948919926.png

>>62547149

I have adblock

我有广告拦截

sorry zuck

抱歉了扎克

>>62547158

This is what happens when you let women fly

这就是让女人开飞机的下场

This is my portfolio allocation. You can make fun of it.

这是我的投资组合配置，你们随便笑话。

Core

IGM 20% (expanded tech)

IGM 20%（扩展科技）

CHAT 10% (AI)

ROBO 7% (robotics)

ROBO 7%（机器人）

PAVE 7% (infrastructure)

PAVE 7%（基建）

Momentum sleeve

动量部分

but mostly just tech now

但基本现在全是科技

SGRT 10%

FMTM 10%

International

DFIV 7% (international value)

DFIV 7%（国际价值）

OPPJ 3.5% (Japan)

OPPJ 3.5%（日本）

Commodities

UGL 3.5% (2x gold)

UGL 3.5%（2倍黄金）

ERX 3.5% (2x oil equites)

ERX 3.5%（2倍石油股）

MXI 3.5% (materials equities)

MXI 3.5%（材料股）

Managed futures

管理期货

DBMF 5%

KMLM 5%

CTA 2.5%

AHLT 2.5%

Most of my equities are tech. Tech and industrials combined are 70% of my equities, and the other 30% are the rest of the sectors, around 5% in most sectors each.

我的股票大部分是科技。科技加工业合计占我股票的70%，剩下30%是其他板块，每个大约5%。

I only went down 5% from this tech correction despite being 50% tech.

尽管科技占50%，这次科技回调我只跌了5%。

I'm gonna cry in the Casino!

我要去赌场哭了！

图片: https://i.4cdn.org/biz/1785522095405571.png

>>62547166

Looks mostly random.

看起来就是随机瞎配。

My Sneedbius crabbing, bit surprised after yesterdays near 30% desu, thought it'd be down (maybe it will still)

我的Sneedbius在横盘，有点意外，昨天差点跌30%，我本来以为会继续跌（可能还会）

>>62547166

reddit tier port

红迪级的投资组合

>>62547166

too scatterbrained

太散乱了

did you backtest this or how exactly did you come up with these weights? how often do you rebalance?

你回测过没有，还是怎么算出这些权重的？多久调一次仓？

this looks like AI made it up

这玩意儿看着像AI编的

(无正文)

图片: https://i.4cdn.org/biz/1785522324753162.png

>>62547055

You guys don't play vidya here?

你们这儿没人玩游戏吗？

>>62547166

图片: https://i.4cdn.org/biz/1785522332579709.jpg

current rankings of MAG7

MAG7当前排名

>AMZN

>GOOGL

>MSFT

>NVDA

>the rest dont matter kek

>其他的都不重要哈哈

>>62547166

not dispersed enough

分散得不够

>>62547183

stocks give more dopamine compared to vidya

股票比游戏更刺激多巴胺

vidya is either for poor or the dumb and both sets converge

游戏要么是给穷鬼的，要么是给傻子的，这两群人最后都凑一块儿

>>62547142

>What even is META's revenue stream? Just selling your data on insta, whatsapp, and FB?

>META的收入来源到底是啥？就靠卖你在Ins、WhatsApp和FB上的数据？

They do some selling but mainly they take your data, build a profile on you and serve you adds that are hyper optimized to have the highest posible chance of getting you to spend money and get paid handsomely by the companies whose products they advertise. They are the best in the industry at this.

他们确实卖一点，但主要拿你的数据建个人画像，然后给你推经过超优化、最容易让你掏钱的广告，从投放产品的公司那儿赚大钱。这行里他们是做的最溜的。

>A solid business for sure, but not an entirely safe one either as seen by all the social media fads dying out over the years.

>生意确实稳固，但也不完全安全，就像这些年社交媒体热潮一个个消亡那样。

The "fad" platforms die because they just have no room to survive anymore. The last big platform that actually stuck around was TikTok which is already 10 years old and they succeeded by exploiting the gap in the market of short video format.

那些“热潮”平台死掉是因为它们已经没有生存空间了。最后一个真正站稳脚跟的大平台是TikTok，它已经10岁了，靠填补短视频格式的市场空白才成功。

We used to get new platforms and startups taking their shot at the social network game every couple years back when the space for newcomers still existed. Now you'd get laughed out of the room by venture capital if you told them you want to start a social network company.

以前每隔几年就会有新平台和初创公司尝试进军社交网络，那时新来者还有空间。现在你要是跟风投说你想起一家社交网络公司，会被笑出会议室。

There's pretty much not going to be any new social platforms anymore unless a new technology like VR takes over and creates space. There's no content niches to exploit anymore, people are not going to leave the platforms they are used to where all their friends and family are (X/Twitter surviving despite being a shitshow and involved in so much political shit is proof of this) and new platforms are dead on arrival if they can't capture a big userbase immediately.

基本上不会再有什么新社交平台了，除非像VR这样的新技术接管并创造空间。内容细分领域已经没有可挖的了，人们不会离开他们已经习惯、朋友和家人都在的平台（X/Twitter尽管一团糟、卷进那么多政治破事还活得好好的，就是证明），新平台如果抓不住庞大的用户群，就是出生即死亡。

>>62547183

Stock market is best game

股市才是最好的游戏

>>62547166

You also need to check your expense ratio and what each etf actually contains. Your core contains a lot of overlap. Expense ratio is eating your gains.

你还需要检查你的费率比以及每个ETF实际包含什么。你的核心持仓重叠很多。费率在吃掉你的收益。

I bought more aapl calls frens.

我又买了苹果的看涨期权，兄弟们。

>>62547204

I just hope it isn't short dated cause it ain't pumping for a while with these memory prices

我只希望不是短期期权，因为内存价格这样涨，一时半会儿不会拉升

>>62547190

i play the stock market when its open, and vidya when its closed

股市开盘我就玩股票，收盘我就打游戏

anything but the wagie cagie

什么都能干就是别当社畜

>>62547158

Actually, the F-35B is a plane, not a marine vessel.

其实，F-35B是飞机，不是海军舰艇。

>>62547207

It absolutely is short dated, Wednesday in fact.

绝对就是短期期权，周三到期。

>>62547143

Make some dough

赚点钱吧

>>62547212

>less than a week

>不到一周

why do you mfs love getting cucked by theta

你们这帮人为什么就爱被时间价值收割 �⟧ 完全不是。我花了几个月调整、回测和前瞻测试。每个标的都有策略目的，要么符合我的论点，要么对冲它。

>>62547171

It's not at all. I spent months tweaking and and backtesting and forward testing. Every ticker is there for a strategic purpose, and either fits in my thesis or hedges it.

完全不是这样。我花了几个月调整、回测和前瞻测试。每只股票都有其战略目的，要么符合我的投资理念，要么用来对冲风险。

>SOXX's Worst Month Since 2001

>SOXX自2001年以来最差月份

图片: https://i.4cdn.org/biz/1785522843480220.png

>>62547181

I’ve enjoyed all the sympathy I’ve being reading and listening to in the hedgie bubble. But really that reveals a doubt and a fear for those expressing it in those circles. He’s not the only one with massive leveraged positions in AI stocks. That can’t sell and are deep deep underwater (because unloading would utterly tank the market).

我很享受在hedgie泡沫里读到和听到的那些同情。但实际上那揭示了那些圈子里表达同情的人的疑虑和恐惧。他不是唯一一个在AI股票上持有巨额杠杆仓位的人。那些仓位卖不出去，深陷水下（因为抛售会彻底崩盘整个市场）。

They are hoping and praying the market sentiment turns real fast. And are sweating on the basis end of the trade as so much of the money was borrowed in Yen to buy dollars (gotta have that basis skim).

他们祈祷市场情绪能快速转变。同时在交易的基差端冒汗，因为很多钱是用日元借来买美元的（必须捞点基差）。

Hence the Treasuries and Bessets threat to intervene in the JPY/USD market. There is some incredible pressure building under the market. BE CAREFUL!

因此有了美国国债和贝塞特威胁干预日元/美元市场。市场下面积聚着巨大的压力。小心点！

Leverage in the US is at record highs. And the big banks WILL liquidate to save their own skins. Even the biggest funds.

美国的杠杆率创历史新高。大银行为了自保，绝对会清算。即使最大的基金也不例外。

One caveat that’s possible. Outright market buying by the Fed (they will try to mask it). But they will sell and us it as exit liquidity and floor the system with dollars. It can’t be hidden for long. The Fed is doing a lot of dark bond buying at the moment. The effects emerge in the forex markets. And are obviously. This is the reason China is pulling up the monetary drawbridge.

有一个可能的警告。美联储直接大量买入市场（他们会试图掩盖），但他们会卖出，用来当作退出流动性，并让美元体系泛滥。这不可能瞒太久。美联储目前正在暗地里大量购买债券。这种影响会体现在外汇市场上，而且很明显。这就是中国正在拉高货币吊桥的原因。

>>62547193

my girlfriend told me that myspace was coming back yesterday. re-evaluate your thesis accordingly boomer. everyone thinks zuckerbeg is gay and Jewish and all his shit is for faggots and indians

我女朋友昨天告诉我Myspace要回来了。相应地重新评估你的论点吧，老家伙。每个人都觉得扎克伯格是同性恋、还是犹太人，他所有的东西都是给娘炮和印度人用的。

图片: https://i.4cdn.org/biz/1785522879096945.png

>>62547183

in his infinite wisdom the good Lord above graced us with drugs, gambling and little girls, yet you choose video games?

以他无限的智慧，主上赐予我们毒品、赌博和小姑娘，可你却选择了电子游戏？

图片: https://i.4cdn.org/biz/1785522903462651.jpg

I’m really nervous when I go out in public. I can’t make eye contact and always look down at my feet. I’m also very conscientious about the way in which I walk often leading to stumbling, stopping and tripping under myself. Just the other day a beautiful angel was walking towards me in Manhattan and I only looked up for a second to keep an image of her in my head long enough to reach my apartment so I could jerk off to the thought of her and ending up tripping on a minor gap in the sidewalk. When I fell the girl made a “yikes” face but there was this fuckin nigger that was loudly yelping and screeching like a fucking chimp “ohhhh nawwwwww son nawww hahaahaha” and he wouldn’t stop. He even pretended to extend his hand to me but faked me out and I fell a second time. I finally git my bearings about me and got up and ran with tears in my eyes.

我出门在公共场合时真的非常紧张。我无法对视，总是低头看脚。我还会特别在意自己走路的样子，常常因此绊倒、停下、踉跄。就在前几天，一个漂亮天使在曼哈顿朝我走来，我只抬头看了她一秒钟，想在心里留住她的影像，好撑到回公寓意淫她，结果在路边一个小缝隙上绊了一跤。我摔倒时那女孩露出“哎呀”的表情，但有个该死的黑人像只猩猩一样大声嚎叫尖叫：“哦哦哦不——儿子不——哈哈哈哈哈”，而且根本停不下来。他甚至假装伸手拉我，但骗我一下，让我又摔了一次。我最后终于站稳，爬起来含着泪跑了。

>>62547183

I got one of them new nintendos, but I only use it to play the games from 30 years ago boss.

我搞了一台新任天堂，但我只用它玩30年前的游戏，老大。

>>62547190

What about pussy? Oh wait hahahaha

那逼呢？哦等等哈哈哈哈哈

Trump is literally at Camp David for the weekend about to launch a ground invasion of Iran and you’re holding your shares/calls past close?

特朗普这周末真的在戴维营，正准备对伊朗发动地面入侵，而你还把股票/期权拿到收盘后？

You’re about to get rugged. Spy $680 by monday open

你马上就要被收割了。周一开盘SPY到680。

Meanwhile I’m comfy sitting here with most of my life savings in NVDA puts expiring next Friday and an MSTR short trade using margin

与此同时，我舒舒服服坐在这，大部分积蓄都押在下周五到期的NVDA看跌期权上，还用了杠杆做空MSTR。

Next week I will buy a sports car and put a number plate on it like “B3AR 4 LYF3” or something gaudy like that

下周我要买辆跑车，挂个车牌像“B3AR 4 LYF3”或那种俗气的东西。

I can't stop myself from buying into MU more and more every time it dips. It's almost half of my port now. I need to stop.

我控制不住自己，每次MU一跌就不断买入。现在它已经占我仓位快一半了。我得停手。

>>62547226

Yes but they have billions of dollars of capital. Even if they're wrong, would you bet against them? They have a very good incentive to keep the bubble going

没错，但他们有几十亿美元的资金。即使他们错了，你敢跟他们对着干吗？他们非常有意愿维持这个泡沫。

>>62547186

IMO at current prices

我觉得按当前价格来说

>Microsoft = Amazon

>微软 = 亚马逊

>Google

>NVIDIA = META

>Apple

>Broadcom (the actual 7th member)

>博通（实际上的第七大成员）

>Tesla

Really when are we kickign tesla out of this group? Broadcom or Micron deserve the spot way more. Tesla has pretty much not grown in revenue in 3 years and lost 90% of their profits fucking kek.

真的，我们什么时候把特斯拉踢出这个组合？博通或美光才更配得上这个位置。特斯拉收入和三年前相比几乎没增长，利润还跌了90%，太搞笑了。

>>62547218

Because I'm a gambler. Every other big tech stock rallies after a few days, even if it only goes up 10 dollars by Wednesday I'll make a decent chunk of change

因为我就是个赌徒。其他大型科技股过几天就会反弹，哪怕周三只涨10块，我也能赚不少。

>>62547241

What is your average mein smigger?

你平均成本是多少，小子？

>>62547244

Surely MU is now a Magnificent contender?

现在MU肯定算得上是“华丽七雄”级别的竞争者了吧？

>>62547245

>only $10

>才10美元

lol

good luck bro

祝你好运，兄弟

>>62547244

tesla never should have been in there and people called for its removal on day one

特斯拉一开始就不该在里面，第一天就有人喊着把它踢出去

>>62547255

On my cost basis it only needs to hit 304 on Monday to break even.

按我的成本价算，周一只要涨到304就能回本了。

>>62547239

> ground invasion

>地面入侵

The United States has deployed an estimated 4,500 to 17,000 ground combat troops directly capable of land operations near Iran, out of the total 50,000+ military personnel stationed in the Middle East.

美国在中东总共驻扎了5万多名军事人员，其中估计有4500到17000名地面作战部队直接具备陆地作战能力，部署在伊朗附近。

>>62547251

Contender for sure but too early to tell. They have only had a couple mag7-caliber quarters so far.

肯定是竞争者，但现在说太早。他们目前也就只有几个季度的业绩能跟“七巨头”比肩。

>>62547183

I play vidaya. Been playing bloodborne for like a year, hope I get some time to play when I wagmi.

我玩魂系游戏。血源诅咒玩了一年了吧，希望等我财富自由了能有时间玩。

图片: https://i.4cdn.org/biz/1785523164400809.jpg

>>62547239

Michael, you're trying way too hard to make a sequel to The Big Short.

迈克尔，你想拍《大空头》续集也太用力了吧。

We BOOBLIN?

图片: https://i.4cdn.org/biz/1785523188773521.jpg

>>62547202

the collective expense ratio is 60 bps, which isn't bad considering it has thematic etfs, leveraged etfs, and managed futures which all come with high fees.

总费率是60个基点，考虑到里面有主题ETF、杠杆ETF和管理期货这些高费用品种，其实不算贵。

Thread theme

帖子的主题

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

>>62547183

I've been playing through Grim Dawn again for the new expansion. Been fun.

我为了新资料片又重玩了一遍《恐怖黎明》，挺好玩的。

>>62547244

AMZN was a buy at 230. Way undervalued. Of course I didn't buy, but it looked really attractive. Now, not so much.

AMZN在230的时候是买点，被严重低估了。当然我没买，但当时看起来确实很诱人。现在嘛，没那感觉了。

>>62547259

One of our American warriors is worth about 500 ragheads.

我们一个美国战士大约顶得上500个那帮人。

>>62547257

I'm not being mean, good luck

我不是刻薄，就祝你好运

hope theta doesn't eat up too much of your gains

希望theta别吃掉你太多收益

>BREAKING: The

>@USMC confirms a F-35B jet crashed "in the vicinity of MCAS Miramar."

>@USMC确认一架F-35B战机“在MCAS Miramar附近”坠毁。

>Per their statement, "the pilot ejected, was recovered, and is enroute to a medical facility."

>据他们的声明，“飞行员弹射逃生，已被找到，正被送往医疗机构。”

图片: https://i.4cdn.org/biz/1785523303371877.png

>>62547183

It’s hard to play video games when you’re invested or playing options. I’m constantly switching back and forth from multiple porn tabs to my Robinhood account.

投资或玩期权的时候真难打游戏。我经常在多个色情标签页和Robinhood账户之间来回切换。

>>62547268

>60 bps

>60个基点

this is extremely high lmao

这简直太高了哈哈哈

>>62547273

True. People also tend to overestimate FPV drones, thinking that Iran can hold back America by virtue of them alone. The truth is, there's no other country as proficient in drone warfare as Ukraine and the russia, they lack the command structure, tech and pilot numbers.

确实。人们还往往高估FPV无人机，以为光靠它们伊朗就能挡住美国。事实是，没有哪个国家像乌克兰和俄罗斯那样精通无人机战，他们缺乏指挥体系、技术和飞行员数量。

>>62547193

>The "fad" platforms die because they just have no room to survive anymore.

>那些“潮流”平台之所以死，是因为它们再也活不下去了。

No any platform can die. Reddit is reporting shrinkage in NA and is only growing in third world countries like India. Facebook is pretty much populated only by boomers and people using marketplace. And as you said yourself stuff like tiktok is slowly aging, just like vine did before it. No social media is forever.

不，任何平台都可能死。Reddit在北美用户在萎缩，只在印度这种第三世界国家增长。Facebook基本只剩婴儿潮一代和用marketplace的人。而且你自己也说了，TikTok这种东西在慢慢老化，就像之前的Vine一样。没有社交媒体是永久的。

Did Dalio cash in on Leopold's blunder by chance?

达利欧有没有碰巧在莱奥波德的失误上捞了一笔？

>>62547261

Patrician taste

有品位

>>62547270

Also based.

而且也很基于现实。

>>62547242

No. But that type of liquidity or level of crisis. If it’s truly deemed a national security issue. Guess where the opportunity lies.

不。但那种流动性水平或危机程度，如果真的被认定为国家安全问题，猜猜机会在哪里。

Question. How do you “short” this situation. Massive over leverage in equities unwinding (many factors, obviously leverage, the trade narrative unwinding, no bulk buyers and market has no bid on such volumes, cost of financing this trade rising rapidly because of JPY/USD. Solution is already happening from Fed. JPY swap lines, forex intervention, hidden yield curve control, hidden energy intervention. Basically monetisation of these problems (it’s never not printing).

问题。这种情况怎么“做空”？股票市场大规模去杠杆在展开（很多因素，显然包括杠杆、交易叙事瓦解、没有大宗买家、市场在这种量下没有买盘，以及日元/美元导致这项交易的融资成本迅速上升。解决办法已经在从美联储那边发生了。日元互换额度、外汇干预、隐性收益率曲线控制、隐性能源干预。基本上就是把这些问题的货币化（从来都是靠印钞）。

How do you “short” them flooding the system with liquidity to save the system? Tell me what’s the upcoming next trade with asymmetric upside.

他们用水漫金山式的流动性来拯救系统，你怎么“做空”他们？告诉我接下来有什么不对称上行空间的交易。

>>62547271

with current prices, and perhaps a minor pullback

以当前价位，也许再小幅回调一下

I would still buy microsoft and amazon, the best would be google with current prices, 320-330 is sweet big value zone for google

我还是会买微软和亚马逊，最好的话谷歌在现在的价位，320-330是谷歌的甜蜜价值大区间

I dont think amazon will go below 230-240 again, its a strong support

我觉得亚马逊不会跌破230-240了，那是个强支撑

>>62547181

>""situational awareness""

>“态势感知”

>wasn't aware of the situation

>根本没意识到形势

jej

图片: https://i.4cdn.org/biz/1785523474485703.png

>>62547277

f-35s are such pieces of shit

F-35真是坨屎

>>62547276

Well I appreciate it. My retarded logic is that every MAG7 company either pumped, or when it dumped, within a few days it started to at least crawl back upwards. A shake out if you will, so jews can buy back for cheapies. It's not very smart but I realize being retarded in the market also pays off from time to time

好吧谢谢。我这傻逼逻辑是，每个MAG7股票要么暴涨，要么跌了之后几天内至少开始回升。算是洗盘吧，这样那些犹太佬能低价买回来。这不是很聪明，但我意识到在市场上当个傻逼有时也能赚到钱

>>62547271

You can drop it to Google tier but no lower. Amazon's business is super solid (though parts of it are getting fucked by oil prices, but that will recover eventually), still growing across the board at a steady pace and still at a price and ratios that are very good for those conditions.

你可以降到谷歌那一档，但不能再低了。亚马逊的业务非常扎实（虽然部分被油价搞得很惨，但最终会恢复），各方面仍然稳步增长，而且在这种条件下价格和估值都很合适。

Below google on my list it's all either chip companies with uncertain long-term performance, Meta and Apple who are struggling to break out of their established businesses (but apple is both more expensive and more at risk of external factors like oil and hardware prices as well as growing competition in the stagnant smartphone space) or >Tesla.

在我名单上低于谷歌的全是芯片公司，长期表现不确定，还有Meta和苹果，它们很难突破现有业务（但苹果更贵，而且更容易受油价、硬件价格以及智能手机市场停滞中日益激烈的竞争等外部因素影响），再就是>特斯拉。

So is it safe to re-enter semis and memory stocks?

那现在重新进半导体和存储股安全吗？

>>62547291

Agreed but google is already at >350. Should be in the 370s next week.

同意，但谷歌已经>350了。下周应该到370多。

>>62547265

>we already half way boobl'd and this nigga out here asking if its a boobl

>我们已经半塌了，这哥们还在问是不是要塌

图片: https://i.4cdn.org/biz/1785523574748708.png

>>62547283

the managed futures, letfs, and thematic etfs pull it up. There's no cheap managed futures and leveraged funds.

管理期货、杠杆ETF和主题ETF把它拉上去了。现在没有便宜的管理期货和杠杆基金。 ⁾ 我习惯200个基点费用的共同基金。跟ETF出现前的费用比，那都算便宜了。

I'm used to mutual funds with 200 bps fees. That's cheap compared to what fees were before ETFs were available.

我习惯了费率200个基点的共同基金。相比ETF出现之前的费用，这已经算便宜了。

>>62547299

only if you like free money

除非你喜欢白捡的钱

you guys are alright. don't come to the stock market tomorrow

你们这帮人还行。明天别来股市

>>62547299

you can buy now, the top is in

你现在可以买，顶部已经到了

>>62547302

I have noticed most google stock prices drawers that send screenshots dont even have a brokerage acc

我注意到大多数画谷歌股价截图的人根本连券商账户都没有

>>62547306

tomorrow is saturday

明天是周六

and only weirdos use hyperliquid

而且只有怪人才用hyperliquid

>>62547302

>MU will be less than 1 forward P/E within this year

>美光今年内前瞻市盈率会低于1

>>62547273

A land war to enter Irans interior would require 300k frontline troops. So that’s about 3 million total in theatre. In countries that won’t have a single power station, water desalination plant or airport within 2500km to reply upon. All while under continuous drone, cruise missile and ballistic missile fire. For 3-8 months. And that’s just to BUILD UP the forces (with no water or power) before a multi year attack happens. Where you have to reinvade Iraq first again (how long did that take last time was it successful?) and then you hit the Iranian mountains.

要打一场地面战争进入伊朗腹地，需要30万前线部队。也就是说战区总兵力大概300万。而这些国家方圆2500公里内连一座发电站、海水淡化厂或机场都没有可供依赖。同时还要持续遭受无人机、巡航导弹和弹道导弹的打击。持续3到8个月。而这还只是集结兵力（没水没电）阶段，之后才是长达数年的进攻。你还得先重新入侵伊拉克一次（上次花了多久？成功了吗？）然后才能打到伊朗的山地去。

Oh and by the way. Your economy collapsed by month 3. And people are in the streets outraged at 5x diesel by winter.

哦对了。到第3个月你的经济就崩了。到冬天柴油涨5倍，老百姓全上街抗议了。

Time to wake up anon. Reality is calling.

该醒醒了老哥。现实在敲门。

>>62547292

>runs a hedge fund

>经营着一家对冲基金

>doesn't hedge

>却不对冲

Hedging would have been longing Microshart and Adobe instead of doubling down by shorting them. Holy shit I thought I was retarded, but this guy's making the same correlation risk mistakes as a retard.

对冲的话就该做多Microshart和Adobe，而不是加倍做空它们。我靠，我以为我已经够蠢了，但这家伙犯的关联风险错误跟个智障一样。

>>62547306

图片: https://i.4cdn.org/biz/1785523818526830.png

kek space baggies

呵呵，太空股被套了

>>62547321

he had mad gainz so he wanted to continue mad gainz

他之前赚疯了，所以想继续赚疯。

he assumed that at least adobe won't stop bleeding and thought a sector rotation to them from semis would be impossible

他以为Adobe至少不会止跌，还认为从半导体板块轮动过去的资金不可能发生。

his worst case analysis was semis dipping hard while the rest also bleeding, which was retarded but still

他最坏情况的预测是半导体猛跌、其他板块也跟着流血，这想法有点蠢，但还算有点道理。

>>62547265

It's a slowly inflating pocket

这是个慢慢膨胀的口袋。

图片: https://i.4cdn.org/biz/1785523887408054.jpg

>>62547315

>>62547317

they gave you fags another exit pump. atleast wait for the real bottom before you DCA bags

他们又给你们这群基佬一次出货拉升的机会。至少等真正见底了再摊平你的仓位吧。

图片: https://i.4cdn.org/biz/1785523913769306.png

>>62547327

rklb will pump to 200s after neutron success

rklb在Neutron成功后要涨到200多。

There's no reason MU in the long term should be trading below a 5 multiple.

长期来看，MU没有理由交易在5倍市盈率以下。

Every single capex spender is crying about memory spend. Tim Apple seethed for two paragraphs about how every quarter will be worse than the last.

每个资本开支大户都在抱怨内存花销。Tim Apple气急败坏写了两大段，说每个季度都会比上个季度更差。

In the short term they can hold you underwater and drown you for months. I don't think it makes sense for Ken to dump the port into the numbers when it's already distressed and the shorts have covered but I'm not going to argue with obvious retail bait this morning and institution time sell pressure.

短期里他们能把你按在水下淹你好几个月。我觉得Ken把港口塞进财报数字里没道理，毕竟它已经够惨了而且空头都已经回补了，但今天早上我不会去跟明显的散户诱饵和机构时段的抛压较劲。

Any hope for SOXL getting a giga pump over the weekend?

SOXL周末有没有希望来个超级暴涨？

>>62547318

Do you support Iran?

你支持伊朗吗？

lunch time

午饭时间。

yummy

图片: https://i.4cdn.org/biz/1785523997620655.png

>>62547334

new ATH by september, just relax boss

9月前新高，放松点老板。

we are in good mu hands

我们握在MU好手里。

>>62547286

>Reddit

Reddit can't grow because it barely makes money to spend on growth. They only broke into the green this year with the AI training hype.

Reddit没法增长，因为它几乎赚不到钱来投入增长。他们今年才靠AI训练炒作勉强转绿。

>Vine

Vine was just mismanaged to shit and never managed to capture the market size it should have had.

Vine就是管理烂到爆，从来没抓住它本该拥有的市场份额。

None of the two have ever been established mainstream platforms. Once you reach that point, it is extremely hard to die, especially now.

这两者都从未成为真正的主流平台。一旦你到了那个位置，就很难死掉，尤其是现在。

About the Meta userbase, as you said, Facebook dominates the boomer/gen X demographic who are by far the most valuable users for an adds business. The normalfag millennials and gen Z are all on instagram as well, so that's 4 out of 4 when it comes to the generations that actually have money. The only userbase Meta lacks is gen alpha and the youngest zoomers, but that age range is still decades away from reaching their peak value as users.

关于Meta的用户群体，正如你所说，Facebook在婴儿潮一代和X世代中占据主导地位，而这些人对于广告业务来说远远是最有价值的用户。千禧一代和Z世代的普通人也都在Instagram上，所以对于真正有钱的几代人来说，4代人有4代都在。Meta唯一缺少的用户群体是alpha世代和最年轻的Z世代，但那个年龄段距离达到用户价值的巅峰还有几十年。

There's also whatsapp which basically everyone in the west outside of the USA uses and, although it doesn't generate much money on its own, it still serves as a source of data to use for user profiling (any time meta says they don't use it for that, they are lying).

还有WhatsApp，基本上美国以外的西方人都在用，虽然它本身不赚多少钱，但它仍然可以作为用户画像的数据来源（每次Meta说他们不用它来干这个，他们都在撒谎）。

As I said, even if Gen Z was the last ever generation to use a Meta social platform, Meta would still be able to pump out similar numbers to currently for decades.

就像我说的，即使Z世代是最后一个使用Meta社交平台的世代，Meta仍然能在未来几十年里保持和现在差不多的业绩数字。

>>62547337

Thumbnail looks like some furry getting fisted.

缩略图看起来像某个福瑞在被塞拳头。

>>62547335

I told everybody that the bottom would be in today and everyone should buy. I missed it by 2 days but semis still dropped after yesterday's rally. Buy now or get left behind next week.

我跟所有人说了底部会在今天出现，大家应该买入。我差了两天，但半导体在昨天反弹后还是跌了。现在买，不然下周就被甩在后面。

>>62547318

>Reality is calling

>现实在敲门

I learned a long time ago to never bet against the United States. You’ll learn in time just how efficient the American war machine is and when Iran gets blown to hell and millions are eliminated….you’ll understand…..you’ll accept who runs the show.

很久以前我就学到了，永远不要跟美国对着干。你迟早会见识到美国战争机器有多高效，等伊朗被炸成渣、几百万人被消灭的时候……你会明白的……你会接受谁是老大。

It’s a difficult pill to swallow right? It’s fucked up right? A country that has that much power to be able to topple anyone we want. It almost seems unfair….but that’s just the reality.

这很难接受对吧？这很操蛋对吧？一个国家有这么大的力量，想打倒谁就打倒谁。看起来几乎不公平……但现实就是这样。

>Roblox down 27% today

>Roblox今天跌了27%

>Down 76% on the 1Y

>一年下跌了76%

OOF

附件: https://i.4cdn.org/biz/1785524148051651.mp4

>>62547334

图片: https://i.4cdn.org/biz/1785524170535740.png

Sour Hour incoming!

酸爽时刻要来了！

图片: https://i.4cdn.org/biz/1785524176924227.jpg

VIX was above 20 this week

这周VIX突破了20

for 30 minutes

持续了30分钟

图片: https://i.4cdn.org/biz/1785524224283532.png

>>62547317

They were close to that in 2018 right before they lost 90% of their net revenue in a couple quarters.

他们在2018年也接近过这个水平，之后没几个季度就损失了90%的净收入。

If you go purely by ratios, super cyclical stocks always seem most attractive right before the downturn because insiders and people who know the sector inside out start selling early.

如果纯看估值指标的话，高周期股总是在衰退前看起来最有吸引力，因为内部人士和对这个行业了如指掌的人早就开始卖了。

>>62547347

honestly not nearly enough

说实话远远不够

>>62547337

Whitest poster on 4channel

4channel上最白的发帖人

>>62547337

isn't bacon haram for indians?

培根对印度人来说不是哈拉姆吗？

>>62547334

You’re assuming the forward guidance is guaranteed. The AI narrative has already collapsed (not the hardware one the one of the model companies). And there’s not hardware cycle without the driving companies narrative being believed by the market. You need to be fucking delusional at this point to see a path to profitability for the likes of OpenAi or most US model companies. And I don’t care if you disagree. The market is telling you this! Look at the AI debt bond prices. The CDS for them rising. It’s collapsed already as a story.

你以为前瞻指引就一定是真的。AI的叙事已经崩了（不是硬件那个，而是模型公司那个）。没有驱动公司的叙事被市场相信，硬件周期也不可能起来。到了这个点了，你还觉得OpenAI或者大多数美国模型公司能盈利，那你他妈的就是在自欺欺人。我不在乎你不同意。市场已经告诉你了！看看AI债务的债券价格。CDS在涨。这个故事已经崩了。

It’s Literally Trump and his team left pretending China isn’t going to undercut any hope of this shit making money.

就是特朗普和他的团队还在假装中国不会把这一切赚钱的希望都打垮。

>Nu is becoming a real bank next week

>Nu下周就要变成真正的银行了

Yeah i think its slurping time

嗯，我觉得是时候吸了

图片: https://i.4cdn.org/biz/1785524298127438.png

>>62547353

its okay secretary bussy is shorting oil and vix

没事，秘书的小穴正在做空石油和VIX

图片: https://i.4cdn.org/biz/1785524336231927.png

>>62547181

He was no better than the leveraged to the tits korean. He was just a leveraged to the tits retard with a lot of money. If he was so inteligent he wouldnt be poor now

他不比那个杠杆拉满的韩国人强到哪去。就是个有钱的杠杆拉满的傻子。如果他真那么聪明，现在也不会穷了。

Yesss, burn burn burn die die die

对对对，烧吧烧吧，死吧死吧

图片: https://i.4cdn.org/biz/1785524455519673.jpg

I AM SO GLAD I SLURPED A LITTLE GOOGLE WHEN IT WAS DOWN

>>62547316

that's why i said you shouldn't go there. it's closed

所以我才说你不该去那儿。那关门了。 ⟦ 他应该雇Leopold。

>>62547363

he should hire Leopold

他应该雇佣利奥波德

>>62547371

ironic because yet here you are on protoreddit aka 4chin

讽刺的是，你现在不就在“伪reddit”也就是4chan上吗。

>>62547360

Oh look, another retard who thinks he knows better than the US government, Bezos and the CEOsaars at Google and Microsoft.

看啊，又一个觉得自己比美国政府、贝索斯和谷歌微软那些CEO们更懂行的傻子。

>>62547342

Maybe its time to go outside for the weekend

周末也许该出去走走了。

I need the interest rates to go even higher there is a lot of shit companies afloat.

我希望利率再高点，现在水面上一堆垃圾公司飘着呢。

Time to clean house.

该清理门户了。

Lets get some motherfucking Creative destruction up in this bitch.

来点他妈的创造性毁灭吧，干翻这破地方。

>>62547368

>fired from openAI for leaking information

>因为泄露信息被OpenAI开除

>worked for FTX up until it imploded as a ponzi scheme

>在FTX爆成庞氏骗局之前一直在那儿干

>blew up a 45 billion dollar hedgefund

>把450亿美元的对冲基金搞炸了

>getting married to a top Jew at anthropic this weekend

>这周末要跟Anthropic一个顶级犹太人结婚

he is some illuminati shabbos goyim freemason or some shit

他八成是什么光照派、安息日外邦人、共济会之类的玩意儿。

>>62547363

bussy can't possibly short oil, contain bonds, and keep the yen from exploding at the same time.

小骚逼不可能同时做空原油、控住债券、还得稳住日元不炸。

>>62547346

Pools still closed pal

泳池还关着呢，兄弟。

>>62547376

>4chan is le same as Reddit

>4chan跟Reddit一样

Fuck off and go back nigger

滚你妈的，滚回去，黑鬼。

>>62547354

Obviously the P/E's are the lowest before the margins start to decrease again, but when will the margins start to decrease and by how much this time? As far as I know the sector's booked for years to come with little to no supply increases for the foreseeable future.

显然在利润率再次下降之前，市盈率是最低的，但这次利润率什么时候开始降、降多少？据我所知，这个行业未来几年订单都排满了，可预见的将来供应几乎不会增加。

should i buy something before closure?

关门前我该买点啥吗？

goo goo gaa gaa spoonfeed me

咕咕嘎嘎，赶紧喂我。

>>62547381

>getting married to a top Jew at anthropic this weekend

>这周末要跟Anthropic一个顶级犹太人结婚

you forgot

你忘了。

>got his bussy hole stretched out by Ken Griffin

>被Ken Griffin操穿了小骚逼

>>62547377

Can any of them afford to say otherwise?

他们谁还敢说不是？

>>62547381

>fired from openAI for leaking information

>因为泄露信息被OpenAI开除

it alleged bitch, don't slander my ashenbrenner

那只是指控，贱人，别污蔑我的Ashenbrenner。

>>62547355

>>62547379

based

>>62547377

>what you're smarter than CEOs?

>你比CEO还聪明？

you have to be a retard to think like this

你得是傻子才会这么想。

>no lightning apu begging for power hour

>没有闪电apu求power hour

B-bearish?

My goodness my arse absolutely REEKS today. To be fair I’ve held my morning dump in because I had an early morning check in with my manager because apparently I’ve missed a few stand ups and she basically told me I’m not as visible as the rest of my team. I honestly don’t get why I have to sit through some pointless group therapy session. I do the work and I don’t complain. Oh well.

天哪，我今天屁股臭得不行。老实说，我早上那泡屎一直憋着，因为一早要跟经理开check-in，好像我错过了几次stand up，她基本就是说我在团队里存在感不高。我真搞不懂为啥非得参加这种没意义的集体治疗。我活儿干了，也没抱怨。算了。

>>62547321

He should have bought wheat or whale blubber or pokemans or something uncorrelated. But I have to admire his conviction. And his willingness to wipe out all the accounts of his HNW second generation money xanax fundies. He really packed that clown car and drove it off a cliff.

他本该买点小麦、鲸油或者口袋妖怪之类不相关的玩意儿。但我佩服他的信念，也佩服他敢把那些高净值二代赞恩基金客户的账户全清光。他真是把整辆小丑车塞满，然后开下悬崖。

图片: https://i.4cdn.org/biz/1785524683880644.jpg

>>62547391

SOXL

>>62547336

Shut the fuck up Israeli, you get no fucking say whatsoever

闭上你的臭嘴，以色列人，你他妈根本没资格说任何话。

>>62547387

Nice spacing, still used to hitting enter twice huh?

间距不错啊，还是习惯按两次回车吧？

>>62547393

You think you know better than BEZOS what to do with this month's DRAM shipment?

你觉得你比贝索斯还懂这个月的DRAM出货该怎么处理？

>>62547391

buy MU

买MU。

buy GOOGL

买GOOGL。

>>62547396

Had a lot of people rope lately...

最近好多人上吊了……

>>62547360

Oh I just check google 100y bond and it looks healthy

我刚查了下谷歌100年期债券，看起来挺健康的。

>>62547405

I liked that lil frog poster...

我喜欢那个小青蛙海报……

Every dollar matters

每一块钱都很重要。

>>62547400

>>62547404

the time to buy that was 2 days ago

买的时候应该是两天前

>>62547402

Nah I’m phone posting and it does it automatically

不，我是手机发的，它自动这样

>>62547329

We've entered Boobler Hysteria.

我们进入了“Boobler 恐慌”模式。

图片: https://i.4cdn.org/biz/1785524789358069.png

>>62547346

>

图片: https://i.4cdn.org/biz/1785524807012355.jpg

>>62547409

yeah it's a bit late but it's still gonna 10x so *shrug*

对，是有点晚了，但还是会翻十倍，所以*耸肩*

>>62547381

Must be absolutely brutal to walk up the aisle with a man who just lost near 100% of his net worth.

和一个几乎亏光全部身家的男人走上红毯，肯定惨到爆。

Surely she doesn’t want to live in the real world?

她肯定不想住在现实世界里吧？

图片: https://i.4cdn.org/biz/1785524833636471.jpg

>>62547401

I'm pretty sure Israel gets the final say on this one boss.

老大，这事我挺确定以色列有最终发言权。 ⟦ 确实，那些FUD的人假装你几个月就能从零开始量产超便宜的国产HBM。所有大玩家都已经锁定了未来3-5年的take or pay合同。不过话说回来，如果市场决定“哈哈这些都不算数”，那它就真不算数了。

>>62547388

It is, fudders pretend like you can start producing super cheap Chink HBM from scratch in a few months. All the major players have take and pay contracts locked in for the next 3-5 years. That being said if the market decides lol none of that shit matters, then it just won't matter.

是这样的，那些唱衰的人假装你能在几个月内从零开始量产超便宜的“某国HBM”。所有主要玩家都已经锁定了未来3到5年的照付不议合同。 不过话说回来，如果市场觉得“哈哈这些都无所谓”，那它就真的无所谓了。

>>62547399

>his conviction

>他的信念

the whole thing reeks. its just a shoah they concocted to get retail to ape AI shit with leverage and rug a bunch of retard money. probably scripted the whole shit from the start.

整件事都透着股怪味。这纯粹是他们编出来的一个“大屠杀”剧本，好让散户用杠杆去梭哈AI，然后收割一堆傻钱。八成从头到尾都是编排好的。

sour hour? awful waffle?

酸味时刻？烂华夫饼？

图片: https://i.4cdn.org/biz/1785524889844912.jpg

>>62547401

Only the most delusional trannies support Iran. Makes sense that a retarded bear would write in favor of ragheads against the greatest country in the world.

只有最脑残的变态才会支持伊朗。一个sb熊市论者写文章支持那些缠头巾的，对抗世界上最伟大的国家，这也说得通了。

>>62547418

>baggot being a jew glazer

>baggot 居然是个舔犹的

Wow never seen that one before

哇，这招我从来没见过

>>62547419

Meant take OR pay contracts

意思是“take or pay”合同

>>62547360

The forward guidance is largely guaranteed until 2027.

前瞻指引基本能保证到2027年。

When MU says it throw salt at the statement. When we've sat through AMZN, META, MSFT, AAPL, GOOGL, and they all say the same thing in chorus we have a rather firm picture about where we're going companies with every incentive to lie and downplay their cost centers. Tim Apple explicitly noted on his call that even if they got their hands on chink memory we can all see the prices they're selling at and they aren't undercutting anyone.

当MU这么说的时候，往这声明上撒点盐。当我们熬过AMZN、META、MSFT、AAPL、GOOGL，它们异口同声说同样的话时，我们对未来方向就有了相当清晰的图景——这些公司有一切动机撒谎并淡化成本中心。蒂姆·苹果在电话会上明确说了，就算他们搞到了国产内存，我们也能看到他们卖的价格，根本没在压谁价。

You can chart what the cartel is selling memory for. You can chart what the chinks are selling it for. Number goes up and to the right.

你可以把卡特尔卖内存的价格画成图，也可以把国产卖的价格画成图。数字就是往右上走。

I'm someone who was short this until they trapped me and limited me out yesterday but I think I've done my due diligence. There's literally no fucking way to read the fundamentals as deserving this. But you can't argue with flows if people are still selling it get out of the way or try to find another short entry if you're me.

我本来做空这个，直到昨天他们把我逼平仓了，但我觉得自己已经做了功课。从基本面来看，根本没法读出这是活该的估值。但如果资金流还在卖，那就别挡道，或者像我一样去找另一个做空入场点。

>>62547417

Smart, active young guys like him will 100x their money any time he wants. He's one of those people for whom wealth comes easily. Do not worry about him

像他这样聪明又有冲劲的年轻小伙，想翻一百倍随时都能。他就是那种来钱容易的人。别替他操心。

>>62547417

>multi billionaire

>身家几十亿

>3/10 wife

>老婆只有3/10分

i'm ngmi

我注定发不了财

>>62547346

i never bet against the US economically, but i sure as hell would short them militarily if that was a thing, at least in this war

我从不跟美国经济对着干，但要是有军事做空这回事，我绝对会在这场战争里做空他们。

>>62547432

图片: https://i.4cdn.org/biz/1785525053848821.jpg

>>62547419

>market decides lol none of that shit matters, then it just won't matter

>市场决定“哈哈这些都不算数”，那就真不算数

If the profit will actually realize, then the companies are more than likely to issue huge stock buybacks or dividend payments, which will pump the stock prices regardless of the market thinks. I don't think there's much more to it needed.

如果利润真的能兑现，那这些公司大概率会搞大额回购或分红，不管市场怎么想股价都会涨。我觉得不需要再多分析什么了。

The biggest issue I see is demand destruction due to OpenAI/Antropic failing. Apart from that it seems mostly safe.

我觉得最大的问题是OpenAI/Anthropic失败导致的需求萎缩。除此之外，看起来基本安全。

>>62547417

Cute boy

可爱的小伙子

>>62547433

the US would drone strike your house as soon as you shorted them. you don't get it dude.

你一卖空他们，美国立刻就会用无人机炸你家。你根本不懂，老哥。

>>62547427

I think anyone expecting China to sell their memory for dirt cheap, when they are going to be struggling to fulfill their own AI demand, are completely delusional and huffing some grade A copium.

我觉得那些指望中国把自己都供不应求的AI内存便宜甩卖的人，完全是痴人说梦，吸了顶级迷魂药。

>>62547435

the most accurate thing ever posted on this website

这个网站上发过的最准的话

>>62547418

>>62547423

Suck my fat american balls. Our taxes are the only reason your pathetic little country even exists right now. Show some respect.

舔我美国大蛋蛋。我们的税收是你那个可怜小国现在还能存在的唯一原因。给我放尊重点。

>>62547432

I think she's cute. I just wish she was fat and ghetto.

我觉得她挺可爱的。就是希望她能胖点、街头范儿点。

图片: https://i.4cdn.org/biz/1785525147794581.jpg

>>62547427

Please. Don’t use the fucking word guaranteed. The future is never guaranteed and trillions have been wiped already. Who are you kidding pal.

拜托。别他妈用“保证”这个词。未来从来就没有保证，万亿市值已经蒸发过了。你在糊弄谁呢，哥们。

NfNCaOxx

brutal seething

疯狂破防

图片: https://i.4cdn.org/biz/1785525187737672.jpg

>>62547428

He played along. They will remember. He's still a good boy

他顺着玩了。他们会记住的。他依然是个好小子。

图片: https://i.4cdn.org/biz/1785525193796731.png

>>62547432

You just know she grips like a retard holding the class pet

你就知道她握得跟个智障抓着班级宠物似的。

>>62547451

>pic

lmao

>>62547435

Reminds me that slut being passed around for gangbangs by cryptobros.

让我想起那个被加密圈老哥传来传去搞群交的骚货。

>>62547445

Tell me about your relationship with your mother anon. Daddy wasn't around much either, was he?

匿名老哥，跟我聊聊你跟你妈的关系吧。你爸也不常在家吧？

图片: https://i.4cdn.org/biz/1785525245464500.png

>it's another episode of platinum and palladium trending up while SBSW fucks around

>又到了铂金和钯金上涨而SBSW还在瞎晃悠的集数

I will never learn will I

我永远不会吸取教训，是吧

图片: https://i.4cdn.org/biz/1785525250607324.png

>>62547451

I assume he's gonna get infinite chances from here on out people like him are always useful and he will be rewarded handsomely. Must be nice

我猜他从今往后会有无限次机会，像他这种人总是有用的，而且会得到丰厚回报。真爽啊

>>62547451

Kek very nice smigger

Kek，非常棒的smigger

I think these guys should be called smiggers, because they come from /smg/ like how hamburgers come from hamburg and are made out of ham :3

我觉得这些人应该叫smigger，因为他们来自/smg/，就像汉堡包来自汉堡市、而且用火腿做的 :3

图片: https://i.4cdn.org/biz/1785525359791267.png

>>62547457

You'll never understand, anon!

你永远不会懂的，匿名老哥！

图片: https://i.4cdn.org/biz/1785525363788767.png

>>62547458

I just love a thicc fucking wigger or goth latina, man. My relationship with my parents is good. Just how I am, it's the way God made me. God made thicc wigger jugalettes, is it any surprise he made someone to love them?

我就是爱那种丰满到爆的白妞或者哥特拉丁妹，哥们。我跟父母关系很好。我就是这样，这是上帝造我的方式。上帝造了丰满的wigger妹子，他造一个爱她们的人有啥好奇怪的？

I'm gonna close my 7450 butterfly and crash the market. Sorry guys.

我要平掉我的7450蝶式期权，把市场搞崩。各位抱歉了。

>>62547435

图片: https://i.4cdn.org/biz/1785525439636746.png

I boughted MP Materials

我买了MP Materials

>>62547467

>picrel

>AI booble confirmed, sell signal

>AI泡沫确认，卖出信号

图片: https://i.4cdn.org/biz/1785525486600918.png

>>62547472

good lad

好小子

buy some usar too while you're at it but absolutely no crying later

顺便也买点usar吧，但之后绝对不许哭

>that aapl moon mission

>那个苹果登月任务

Tried to tell you niggers.

早就跟你们这帮黑鬼说了。

>>62547204

>>62547465

图片: https://i.4cdn.org/biz/1785525580595829.jpg

>>62547471

Would.

图片: https://i.4cdn.org/biz/1785525586880714.jpg

>>62547475

Puts on goog

做空谷歌期权

Calls on meta

做多Meta期权

附件: https://i.4cdn.org/biz/1785525609816594.webm

>last trading day of the month

>本月的最后一个交易日

>market levitates higher

>市场继续走高 ┐ 哎我老是忘了月底拉升。你想赌多少钱，今天最后一分钟个股上又会出现明显的操纵K线。

whew i always forget the month end markup. how much you want to bet we get obvious manipulation candles on individual stocks the last minute of the day again.

呼，我老是忘记月底的结算标记。我打赌我们又会看到个股在一天最后一分钟出现明显的操纵蜡烛图。

You cunts see Shkreli's AI longs got liquidated today?

你们这帮傻逼看到Shkreli的AI多头今天被强平了吗？

>>62547489

good

>>62547489

we need another podcast

我们得再来一期播客

MARKET STOP PUMPING NOW

MARKET STOP PUMPING NOW

MARKET STOP PUMPING NOW

MARKET STOP PUMPING NOW

>>62547493

I'll catbox it but you can find it toward the end of his stream.

我会用catbox传，但你可以在他直播快结束时找到。

>>62547495

I'm going to pump you in a minute you silly cunt.

我一会儿就把你拉爆，你个傻逼。

>>62547489

>Shkreli's AI longs got liquidated today

>Shkreli的AI多头今天被强平了

huh?

>>62547500

noooo please don’t haha ;)

不不不别啊哈哈 ;)

图片: https://i.4cdn.org/biz/1785526025957459.jpg

the 7500s are trading

7500的合约正在交易

图片: https://i.4cdn.org/biz/1785526081704082.jpg

i boughted reddit, it better bounce back

我买了Reddit，它最好给我反弹

>>62547509

kwab

>>62546978

图片: https://i.4cdn.org/biz/1785526170382547.png

What are the implications of US and Canadian interest rates diverging?

美国和加拿大利率分道扬镳会有什么影响？

>>62547515

Calls

>kakao games

>kakao游戏

why should i just not perma short this?

我为什么不应该长期做空这个？

>>62547472

Enjoy the ride (down)!

好好享受这趟（下跌）旅程吧！

>>62547489

very good

非常好

>>62547516

On what?

关于什么？

why did googlel pump so much

为什么谷歌涨了这么多 ⟦ 年底$200，纳入标普后$300。

>>62547511

$200 EOY and $300 after S&P inclusion.

200美元年终奖，入选标普后300美元。

图片: https://i.4cdn.org/biz/1785526397262052.png

>>62547525

azure growth

Azure的增长

amzn has aws and goog has google cloud

亚马逊有AWS，谷歌有谷歌云

don't forget to thank msft bastard

别忘了感谢微软那个混蛋

VIX at 16

chatgpt pls explain what this means and why it's gonna make monday red

ChatGPT请解释一下这意味着什么，以及为什么会让周一股市变红

>>62547530

It means she’s only 16 you sick fuck

意思是她只有16岁，你这个变态

>>62547531

There he is officer, that's the sick fuck that longed that innocent VIX when she was just 17 dollars and ninety nine cents

就是他，警官，就是这个变态在VIX只有17美元99美分的时候做多了无辜的它

>>62547525

due to microsoft and amazon

因为微软和亚马逊

people assume google cloud will make good ROI too from the capex

人们也认为谷歌云能从资本开支中获得好的回报

Just got this from /pol/. As I said earlier, only the most mentally ill commie trannies support the ragheads against the US.

刚从/pol/上看到的。像我之前说的，只有最精神病的共产主义变性人才会支持那些缠头巾的对抗美国。

图片: https://i.4cdn.org/biz/1785526612823130.jpg

I guess I see the way I keep on goin'.

我想我明白了我该怎么继续走下去。

Somethings just not right, Sky below me.

有些事情就是不对劲，天空在我脚下。

图片: https://i.4cdn.org/biz/1785526726077129.png

>>62547536

the problem is there's no pro-white side

问题是没有支持白人的一方

the pro white side is to kill their leaders and set up colonies to steal their oil

支持白人的一方就是杀掉他们的领袖，建立殖民地偷他们的石油

Here you guys go, livestream of Shkreli getting the call.

给你们送上，Shkreli接到电话的直播。

https://streamable.com/550sgk

图片: https://i.4cdn.org/biz/1785526787907841.png

>CVX

图片: https://i.4cdn.org/biz/1785526847368125.png

>>62547536

stalin was based thoughbeit, he killed jews, while ziondon pulls the chair out for them and serve them like a good little goyim

斯大林其实挺牛的，他杀犹太人，而锡安党给他们搬椅子还像乖goyim一样伺候他们

>>62547541

holy shit this was today?

卧槽这是今天的？

brutal

>>62547541

Thanks ninja

谢谢忍者

>>62547539

stealing is wrong, but taking the oil as compensation for liberating the persian people is fine by me boss.

偷是不对的，但作为解放波斯人民的补偿拿点石油，我没意见，老板。

>>62547541

Why's this bitch so sassy? I don't get it.

这娘们为啥这么拽？我不懂。

>>62547541

You do realise this is a skit lol

你知道这是段子吧哈哈哈

the below 16 vix's are trading

16以下的VIX在交易中

图片: https://i.4cdn.org/biz/1785527079340756.jpg

can I get some buy recs for Monday morn bruhs

兄弟们，周一早上能给点买入推荐吗

Apple bound to bounce back, right?

苹果肯定要反弹的对吧？

图片: https://i.4cdn.org/biz/1785527085013422.png

>>62547541

who gave him 15m to play with

谁给了他1500万玩？

>they thought Apple wouldn't bounce back

>他们以为苹果不会反弹

图片: https://i.4cdn.org/biz/1785527095709341.png

>>62547556

yea this is kinda gay ngl

是的这有点gay说实话

>>62547541

this guy really knows how to put on a show

这家伙真会表演

I'm so glad he gave us the entire scoop, every last detail on that situational awareness thing. I trust this guy with my life. ANYHOO! I'm done asking questions guys what are you doing to forget about the stock market this weekend?

我很高兴他把整个内幕全告诉我们了，包括那个态势感知的每一个细节。我绝对信任这家伙。好了！我不问了，各位周末怎么忘掉股市？

>>62547561

I bought the AAPL calls because I am not a stupid fucking commie boss.

我买了AAPL看涨期权，因为我他妈不是个愚蠢的共产主义老板。

>>62547541

Gonna need this one explained to me boss

这个得给我解释一下，老板

>>62547567

gonna go touch some grass with my dog and probably go to the pool

要带狗出去走走，可能去泳池

>>62547541

stfu shkreli

闭嘴Shkreli

>>62547571

Nevermind immedietaly fucking sell if baggot bought

算了，如果Baggot买了就立刻他妈卖掉

>>62547556

It's not a skit his account got locked out live on stream, he got liquidated hours ago, and he killed the stream because he couldn't keep trading.

不是段子，他的账户在直播中当场被锁了，几小时前就被强平了，他关了直播因为没法继续交易了。

>>62547567

You trust a convicted felon who just got margin called with your life? You're a terrible judge of character boss.

你信一个刚被追缴保证金的重罪犯，还拿命去信？你看人真不行啊老板。

>>62547582

Who gave him the money?

谁给他的钱？

NOOOOOOOOOOOOOO!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

>>62547585

I would trust a convicted felon over a child diddling trip fag (you btw)

我宁可信重罪犯也不信恋童癖的旅游基佬（说的就是你）

>>62547588

I'm pretty sure it was his money. Pharmabro has been at it for longer than me boss.

我挺确定那是他自己的钱。Pharmabro干这行比我都久，老板。

>>62547590

>implying shit

>暗示个屁

fuck you and your mother fucking ayatollah

去你妈的，还有你那该死的阿亚图拉

>GRRR Anon

>呜呜呜 Anon

>Power hour Anon

>收盘前最后一小时 Anon

>CAM ON Anon

>加油啊 Anon

>MU Anon

MU匿名用户

Who else did we lose over this past month...

这过去一个月我们还亏了谁……

图片: https://i.4cdn.org/biz/1785527605386759.jpg

>>62547596

>doesn't deny it

>不否认

Confirmed diddler.

确认恋童癖了。

>>62547561

goog goes higher

谷歌会继续涨

>faggler comes back

>那个家伙又回来了

>threads immediately turn to shit

>帖子立马变成一坨屎

>>62547561

>Apple bound to bounce back, right?

>苹果肯定会反弹的吧？

It's only like 10% below ATH and at a high P/E.

现在只不过比历史高点低了10%左右，而且市盈率还那么高。

It should have dropped way harder by now. There's no way hardware and oil prices don't take a chunk off its margins over the following year.

按理说现在应该跌得更狠。硬件成本和油价不可能不在接下来一年里啃掉它一块利润。

Shit will hit the fan once they announce the next iPhone and it turns out to be either a piece of garbage, decent but 1200 bucks or both and everyone starts crying online about it.

等他们发布下一代iPhone的时候，事情就要炸了——要么是一坨垃圾，要么还行但卖1200刀，或者两者兼有，然后网上所有人开始哭天喊地。

Pretty sure the only thing keeping it up is that a lot of dumb money is buying Apple to get away from AI stocks as it is the biggest company not riding that train.

我挺确定唯一撑着它的是，一堆傻钱在买苹果躲AI股票，因为它是没上AI这趟车的最大的公司。

What happens in the Hormuz if the US runs out of missiles? They're down about 40% of their missile stockpile so far. Ground invasion?

如果美国导弹打光了，霍尔木兹会怎样？目前库存已经消耗了大约40%。要地面入侵吗？

>>62547599

Sadly not the tripfag kiddy diddler (allegedly)

可惜不是那个trippfag恋童癖（据说是）

>>62547599

Gorillionaire here, I'm alive and kicking my fren :3

亿万富翁在这儿，我还活着好好的，兄弟 :3

图片: https://i.4cdn.org/biz/1785527677176919.png

@62547600

not even going to engage with this confirmed terrorist further boss.

我根本不会跟这个已确认的恐怖分子废话，老板。

and for the record I am not a child diddler or homosexual.

而且声明一下，我不是恋童癖也不是同性恋。

>>62547582

he does these skits every few months. this is not the first one bro

他每隔几个月就搞这么一出。这又不是第一次了，兄弟

soundtrack for the last 5 min

最后五分钟的配乐

https://youtu.be/vHSNZK4Je-Y?si=WBKQjuRyf-AwD5F6

TOTAL JEET VICTORY MICROSAARS WE WON

>>62547607

you really think the US missile stockpile is public information?

你真以为美国导弹库存是公开信息吗？

>>62547607

The missiles the USA is launching are just being used to make it seem like Trump is doing something.

美国发射的那些导弹只不过是为了让人觉得特朗普在做事而已。

If missiles could solve the situation, they would have already thrown as many as necessary.

如果导弹能解决问题，他们早就扔够数量了。

So only thing that changes is that everyone clowns on the USA harder, but Iran will keep blocking the straight at will either way.

所以唯一变的是全世界更狠地嘲笑美国，但伊朗不管怎样还是会随意封锁海峡。

So basically the dump was a giant coordinated shakeout so they could scoop everything cheap and now they are going to keep pumping it no matter what?

所以基本上这次抛售是一场大规模协调震仓，好让他们低价抄底，现在不管怎样都会继续拉高？

图片: https://i.4cdn.org/biz/1785527848957500.png

>>62547621

the shakeouts will continue until morale improves

震仓会一直持续到士气回升为止

>>62546271

What energy stocks should I buy? Is it time to go nuclear?

我该买哪些能源股？是时候搞核能了吗？

https://www.msn.com/en-us/money/top-stocks/energy-tech-lead-strong-q2-earnings-expectations-for-s-p-500/ar-AA298YF0

图片: https://i.4cdn.org/biz/1785527896885661.jpg

MAXXXXXIMMMMMUUUMMMM POWWWWEEEERRRRRR

>>62547621

Zoom out

拉远镜头

UH DING

HOW IT GO

Amazon kings…. Going to make a pointless purchase there to celebrate

亚马逊王者们……我要去那儿买个没用的东西庆祝一下

>>62547621

You sounds like MU make new high.

你听起来像美光要创新高了。

>>62547631

+400%

Thanks Tim apple

谢谢蒂姆·苹果

>that selloff during close

>收盘时那波抛售

Not too nice. Still a pretty decent day despite the pretty scary open. I remain pretty hopeful.

不太舒服。不过开盘那么吓人，日子还算不错。我依然挺乐观的。

>>62547624

whats good nuclear guys to get

有啥好的核能股可以入手

>>62547641

Was just about to post this. Fucking niggers.

我正准备发这个。他妈的黑鬼。

>>62547624

Nuclear won't receive the respect it deserves until more boomers die off. So yes, if you want to 10x, the time to buy is now.

核能要等更多婴儿潮一代死掉才会得到应有的尊重。所以，是的，如果你想翻10倍，现在就是买入时机。

>>62547609

good heavens

我的天

图片: https://i.4cdn.org/biz/1785528154830257.png

NIGGERS !!!

>SOXL no change

>SOXL没变化

kek

>>62547644

Boomers have another 20-30 years.

婴儿潮还有20到30年呢。

>>62547641

Quick sell off so jews can slurp AH when goyim can't. Bright green Monday.

快速抛售，好让犹太人趁外行人不能盘后交易的时候吸筹。周一满屏绿。

>>62547650

And by then we'll have plenty of power because the boomers will be gone anyways

到那时候我们电力充足得很，因为婴儿潮反正也挂了

>just bought 10k of a stock

>刚买了1万刀某只股票

>it falls by one penny

>跌了一分钱

>instantly lose $60

>瞬间亏了60刀

doesn't feel good

真不好受

>>62547650

yeah but once theyre hooked up to their inheritence destroying 300k a year medical machines barely keeping them "alive" it wont matter and that happens in 10 years max

是啊，不过一旦他们被接上那些每年烧30万、勉强维持他们“活着”的医疗机器上，那就不重要了，而这最多10年内就会发生

>>62547651

>can't buy AH

>没法盘后交易

what kind of stupid broker are you using?

你用的是啥破券商？

>>62547651

>bright green Monday

>明亮的绿色星期一

God, I wish so. Thought Monday would be green this week, but it was a huge selloff.

天哪，我真希望是这样。本来以为这周周一会是绿色的，结果是一波大抛售。

>>62547631

+2 for the day

当天+2

-2 for the week

本周-2

图片: https://i.4cdn.org/biz/1785528385889456.png

SPCX and AMD earnings on Tuesday, WDC and Sneedisk on Wednesday. How are we feeling?

周二SPCX和AMD发财报，周三WDC和Sneedisk。大家感觉怎么样？

>>62547670

>spcx earnings

>spcx发财报

Holy fuck its going to literally zero. They got what, a single government contract?

卧槽，它要直接归零了。他们拿到的就一个政府合同吧？

>>62547670

Going to lmao @ spcx dropping 10%

等着笑看spcx跌10%

>>62547657

Fortune favors the bold, gotta roll with the punches.

命运眷顾勇者，得跟着挨打走。

>>62547670

SPIC X short squeeze followed by going to double digits

SPIC X轧空之后直接涨到两位数

>>62547670

AMD should CRUSH it. I'd probably recommend to load of before the earnings for anyone considering doing so.

AMD应该会碾压。谁想考虑的话，我建议在财报前赶紧加仓。

>>62547663

Etrade

>>62547664

The price of freedom is steep.

自由的代价不便宜。

图片: https://i.4cdn.org/biz/1785528527534450.gif

google is going to $0

谷歌要跌到$0

le free cash flow

免费现金流

>>62547657

you are supposed to set a stoploss at half a penny

你应该设个止损，在半美分那儿

>>62547684

my god it's genius

我的天，太天才了

图片: https://i.4cdn.org/biz/1785528584842208.png

>>62547650

More, not all. Not everything is an ai meme or a semiconductor mega pump. Nuclear requires infrastructure pivots and wading through miles of red tape. Expect long holds.

更多，但不是全部。不是所有东西都是AI梗或者半导体超级拉升。核电需要基建转型和啃穿一堆官僚审批。预期要长期持有。

what percent of you guys' portfolios is not in safe indexs/etfs?

你们组合里有多少百分比不在安全的指数/ETF里？

I want to see how brave /smg/ is

我想看看/smg/有多敢

>>62547689

图片: https://i.4cdn.org/biz/1785528719529567.png

Do SpaceX employees have a cooldown until they can sell the shares or did they do it at IPO?

SpaceX员工卖股有冷却期吗，还是IPO时就能卖？

Imagine watching 50% of a big chunk of your net worth vanish in a month after sucking elon's dick for 12 hours a day for god knows how long kek.

想象一下，舔了马斯克12小时一天不知道多久之后，眼睁睁看着净资产一大块一个月里蒸发50%，kek。

>>62547691

whats a safe etf, voo and shit? 70%

啥算安全ETF，VOO这种？70% ⟦ 我确实说了要买。

>>62547695

I did say to buy.

我确实说过要买。

>>62547696

图片: https://i.4cdn.org/biz/1785528901149697.jpg

>>62547607

Nothing, US lost. Next is energy crisis and global depression.

什么都没了，美国输了。接下来是能源危机和全球萧条。

>>62547707

>buy the bottom on day 180

>第180天抄底

easy playbook.. maybe the Jews realize this and frontrun it at the 135 unlock

简单明了的剧本……也许犹太人意识到了，然后在135解锁时抢跑

>>62547691

75%

20% is SPY and 5% is an emerging markets fund.

20%是SPY，5%是新兴市场基金。

SPY is just a glorified tech/AI index now (though at least the Tesla holding is not as big anymore compare to a year or two ago) and the em. market funds are getting shat on by oil prices.

SPY现在就是个被神化的科技/AI指数（虽然至少特斯拉仓位没一两年那么大了），新兴市场基金又被油价砸得稀烂。

>>62547716

>>62547716

>>62547716

>>62547657

nigga i took out a loan for 20k and lost it all immediately and then gained it all back

兄弟我借了2万贷款，全亏光了然后马上又全赚回来

get some balls

拿出点胆子来

>>62547711

If the US has lost, then how come we have a new regime in Tehran and they've only managed to kill like a dozen of our soldiers boss?

如果美国输了，那为什么我们在德黑兰有了新政权，而他们才弄死我们十几个兵啊老板？

>>62547719

Yeah I'll just wait for the next one.

行吧，我等下一个机会。

图片: https://i.4cdn.org/biz/1785529083486524.jpg

>>62547631

I’m so back

我回来了

图片: https://i.4cdn.org/biz/1785529177219538.jpg

>>62547657

it's over

完了

>>62547707

>Staggered early unlocks

>分阶段提前解锁

How early are we talking? I assume the lock up timeline below is the "Significant Investors" one.

多提前？我猜下面那个锁定时间表是“重要投资者”那份吧。

Either way, it seems they are indeed getting screwed before they can sell everything fucking kek.

不管怎样，看起来他们确实在能卖完之前就被坑惨了，kek。

I bet a ton of people bought houses, cars, etc before they actually sold and are going to get fucked.

我敢打赌很多人买房子、车子什么的，其实还没卖出去，这下要被搞死。

Does anyone have some info on pipelines being laid to bypass the strait altogether? Apparently they should be finished at the start of next year.

有没有人有关于绕过海峡铺设管道的消息？据说明年初就应该完工了。

>>62547736

Its within the first 180 days. They can sell as the lockups open. And yeah they're watching their shit melt so they'll be desperate to cash out. When my company IPO'd everyone couldn't wait to cash out the first day we were able.

在头180天内。他们可以在解锁开放时卖掉。而且对，他们看着自己的钱在蒸发，肯定急着套现。当年我们公司IPO时，大家都等不及第一天能卖就卖。

so we crashed the last weeks because a hedgefond wanted to liquidate this fag?

所以我们上周崩盘是因为一个对冲基金想清算这个玩意儿？

really? we al suffered because of this shit?

真的吗？我们都因为这破事遭殃了？

图片: https://i.4cdn.org/biz/1785529395116176.jpg

>>62547744

How low can it realistically go in 180 days? It's already dumped 50% from peak in 30, but Musk has managed to somehow keep the Tesla stock afloat for years on nothing but bullshit so I don't think it can get THAT much worse

180天内它实际能跌多低？30天已经从峰值跌了50%，但马斯克多年来靠胡说八道硬是把特斯拉股价撑住了，所以我觉得不会糟到那种程度

... right?

……对吧？

>>62547732

900 bucks is 900 bucks anon. Go have a nice dinner or something.

900块就是900块，老哥。去吃顿好的什么的吧。

>>62547754

Nobody knows. I'm very bearish on it and have made money shorting it, but I didn't expect it to go this well. I still have some puts open but I've taken a lot of profits and I closed all my short call spreads. I think we could see a significant squeeze before earnings and then it will dump more.

没人知道。我非常看空它，做空赚了钱，但我没想到会这么顺利。我还有几个看跌期权开着，但已经拿了不少利润，平掉了所有看跌价差。我觉得财报前可能会有一次大挤压，然后会再跌一波。

>>62547760

Yeah well I lost 8k yesterday but its something.

是啊，我昨天亏了8千，但也就那样吧。

>>62547745

No we did it because AI a shit (especially its debt) and the Fed is being run by scared babies

不，我们是因为AI这破玩意儿（尤其是它的债务）和美联储被一群吓破胆的宝宝管着才做的

Also Koreans

还有韩国人

>>62547127

South Africa has the best performing stock market in the world in the last 100 years. When will you idiots learn that stocks don't correlate with the state of the underlying economy or country

南非股市过去100年是全球表现最好的。你们这些白痴什么时候才能明白，股票跟实体经济或国家状况没什么关系

>>62547624

>>62547644

>Nuclear won't receive the respect it deserves until more boomers die off. So yes, if you want to 10x, the time to buy is now.

>核电要等更多婴儿潮一代死掉才能得到应有的尊重。所以，是的，想10倍的话，现在就是买入时机。

So short term maybe just an energy ETF like XLE?

那短期就买个能源ETF比如XLE？

图片: https://i.4cdn.org/biz/1785533302041643.jpg

>>62547555

That’s how it goes. They are rats in a bag.

就是这么回事。他们就是袋子里的老鼠。

>>62547745

Yes.