/smg/ stock market general

Farming Yen Edition

做空日元版

>Educational sites:

>教育网站：

https://www.investopedia.com

https://www.khanacademy.org/economics-finance-domain

>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

>Boomer Investing 101:

>婴儿潮投资入门：

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

https://www.sec.gov/search-filings

>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

https://iran.liveuamap.com/

图片: https://i.4cdn.org/biz/1785814900443800.png

second for... erm... uhhh......

第二是……呃……那个……

>kospi

Still a yikes.

还是挺吓人的。

WHY DONT YOU LINK THE OLD THREAD RETARD

erm its dumping

呃，正在暴跌。

people are officially shidding and fardding themselves to death. bottom is in, golden bull engaged.

人们正式拉稀拉到死。底部到了，黄金牛市已经启动。

图片: https://i.4cdn.org/biz/1785815087271538.jpg

(无正文)

图片: https://i.4cdn.org/biz/1785815087940841.jpg

>>62558486

what is

这是什么

we're not fucking psychic

我们他妈又不是神算子

> futures

>期货

附件: https://i.4cdn.org/biz/1785815115459178.webm

>>62558490

>AMD

>SPCX

Today is the fun day of the week for sure.

今天绝对是本周最刺激的一天。

>>62558485

Why should I? How about you bake double nigger?

我为什么要信？你不如去烤个双重黑鬼？

图片: https://i.4cdn.org/biz/1785815143204520.jpg

(无正文)

附件: https://i.4cdn.org/biz/1785815247063825.webm

>>62558491

>we're not fucking psychic

>我们他妈又不是神算子

Don't speak for the group. I am psychic.

别代表大家说话。我就是神算子。

图片: https://i.4cdn.org/biz/1785815256986499.jpg

>>62558491

>we're not fucking psychic

>我们他妈又不是神算子

laugh at this filthy hylic

笑死这个肮脏的物质主义者

图片: https://i.4cdn.org/biz/1785815453985394.jpg

>>62558484

>gov intervenes and the stock goes up 15%

>政府介入，股票涨了15%

>now starting to decline because you can't solve everything by pumping blood into an open wound

>现在开始回落，因为你不能靠往开放伤口里灌血来解决所有问题

Is that about right?

这么说对吗？

>>62558504

nvm I checked. I am not psychic..

算了，我自己查了。我不是神算子……

>>62558512

Dunno, considering that half of the index are memory companies with very low P/E ratios, they should be alright short term. Maybe not ATH's anytime soon, but that should be fine considering the government's target was above 5000.

不知道，考虑到指数里一半是市盈率很低的存储公司，短期应该没事。短期内可能回不到历史高点，但也没关系，毕竟政府的目标是5000以上。

When they announce an actual deal the price of oil is going to go up because the deal was 10x priced in and that way more people can get fucked over

等他们宣布真正协议的时候油价会上涨，因为谈判结果已经被10倍定价了，这样更多人能被割韭菜。

>>62558490

A lot of stocks related to the ai trade, hope all goes well especially for amd, arista, hut8, sandisk and western digital

很多AI相关的股票，希望一切顺利，尤其是AMD、Arista、Hut8、闪迪和西部数据。

Iran needs to fire some rockets tbqhwy

伊朗真该射几发火箭弹了，说实话。

图片: https://i.4cdn.org/biz/1785815819958655.png

WHAT IS SOXL DOING???????????????????????????????????

图片: https://i.4cdn.org/biz/1785815911014651.jpg

Ns and Js

N和J。

图片: https://i.4cdn.org/biz/1785816018100400.png

>>62558519

>oxy 61

>Oxy 61块 ┐ 天哪，我他妈真希望如此

god i fucking wish

老天，我真他妈希望这样。

>As per Barclays, Athropic and OpenAI are estimated to make up 73%+ of Amazon's AI revenue in the coming years to 2030

>据巴克莱估计，Anthropic和OpenAI到2030年将占亚马逊AI收入的73%以上

图片: https://i.4cdn.org/biz/1785816811012583.jpg

>>62558523

you forgot Ks

你忘了Ks

>>62558516

They're not going to announce an actual deal, this war will continue (by which I mean the pattern of BOMBINGS LIKE NEVER BEFORE to A GREAT DEAL, POSSIBLY THE BEST DEAL EVER will continue) all the way through the rest of trumps term and into the next.

他们不会宣布真正的协议，这场战争会继续下去（我的意思是“前所未有的大轰炸”到“超棒的交易，可能是史上最佳交易”的循环会继续）贯穿特朗普任期剩余时间一直到下一届。

Trump can't end this war, he simply lacks the neccessary skills and expertise to negotiate a solution and his entire administration is nothing but clueless loyalty hires so they can't do it either.

特朗普结束不了这场战争，他就是缺乏谈判解决所需的技能和专业知识，而且他整个政府班底全是靠忠诚度招进来的糊涂蛋，所以他们也做不到。

>>62558555

The problem is we can definitely get more retarded. Trump could just block our exports. I would not put that past him.

问题是我们确实可能变得更蠢。特朗普可以直接封锁我们的出口。这种事他干得出来，我不会低估他。

>>62558555

i have TACO fatigue, just fucking commit to one thing you orange fuck, either erase iran or pardon them forever

我对TACO已经疲劳了，你他妈这个橙子怪物就选一个方向干到底，要么抹掉伊朗，要么永久赦免他们。

I’m dumping a bag on spcx very soon. Idc I believe in that autistic tard. Yes he’s cringe but I genuinely believe he has a vision and will to keep going. He should learned more from Jobs sensei

我很快就要往SPCX砸一笔了。我不在乎，我相信那个自闭症的傻叉。是的他挺尬的，但我真心觉得他有愿景也有意志坚持下去。他应该多跟乔布斯老师学学。

>>62558516

get ready for a nuclear holocaust when iran fires missiles in the up comming days

准备好迎接核浩劫吧，伊朗接下来几天就要发射导弹了。

图片: https://i.4cdn.org/biz/1785818115108710.png

Pltr holding steady frens

PLTR稳住，兄弟们。

>>62558570

No decision until after November midterms.

十一月中期选举前不会做任何决定。

Frens?

Kospi?

>>62558588

They are still firing at ships. Surely this time will be different though.

他们还在向船只开火。不过这次肯定会有不同吧。

>>62558555

What if they trying bombing Iran again?

要是他们再试着轰炸伊朗怎么办？

This is really going to end up with Iran charging tolls isn't it? What a colossal fuck up

这事儿最后真会变成伊朗收过路费吧？真是烂到根了。

I have a 40k nest egg. Should I leave it in SWVXX or SCHD?

我有4万美金的积蓄。该放在SWVXX还是SCHD？

It's money I don't need right away but money I might need right away. All expenses can be covered by credit cards untill funds settle.

这笔钱不是现在急着用，但可能随时要用。所有开销都能用信用卡垫着，等资金到位。

图片: https://i.4cdn.org/biz/1785819427070048.jpg

>>62558588

>this is the final final final final final final final final final final final final final final chance this time for real guys

>这次是最后最后最后最后最后最后最后最后最后最后最后最后机会了，大家这次是真的

americans have to be embarrassed at this point right?

美国人这会儿总该觉得丢脸了吧，对吧？

Why should the markets care after 6 months of this shit? A ship gets bombed here, a base there, some bridges or powerplants are decomissioned, then they go back to talking again.

六个月了，市场为啥还要在乎这破事？这儿炸艘船，那儿炸个基地，有些桥或电厂被拆了，然后他们又回去谈。

>>62558512

so

Ken from citadel probably will be one of the factors that caused the next market crash in a few months

Citadel的Ken 几个月后可能成为引发下一轮市场崩盘的因素之一。

He won't face any jail time, will he

他不会坐牢的，对吧？

>>62558619

I expect Israel will eventually get involved again and kill a bunch of their leadership further amplifying the infighting in the country.

我估计以色列最终会再插手，干掉他们一堆领导层，进一步加剧国内内讧。

(无正文)

图片: https://i.4cdn.org/biz/1785819648968428.png

>>62558609

We've abandoned hope long ago

我们早就放弃希望了

图片: https://i.4cdn.org/biz/1785819685500273.png

>Spy puts going to get ass raped

>Spy空头要被爆得稀巴烂

>pltr off sets it

>pltr对冲了它

The price of freedom is steep

自由的代价可不便宜

>>62558633

Is such a thing even possible?

这种事真的可能吗？

I thought already killed the leadership. We bombed them and killed the leaders that means we won. Iran needs to man up and admit defeat

我以为已经杀过领导层了。我们炸了，杀了头目，那不就赢了？伊朗该认怂承认失败。

>>62558634

selling shovels is lucrative, even if it's digital

卖铲子很赚钱，哪怕数字的也赚。

>>62558639

Drumpf only commits to half measures so the regime is still largely intact.

Drumpf 只肯做一半功夫，所以政权基本还完整。

What amount of money did it take until you guys started seeing real gains? Obviously gotta have money to make money, and the more you have the easier it is to make more, but I'm curious when did you guys really start seeing shit increase

你们到了多少钱开始真正看到收益的？显然得有钱才能生钱，钱越多越容易滚大，但我好奇你们从什么时候开始真正看到数字涨起来。

>>62558637

What the nigger is this bro my spy calls were only worth 300 dollars

这他妈啥情况，兄弟，我的spy看涨期权才值300美元。

图片: https://i.4cdn.org/biz/1785820276035303.jpg

>>62558541

The study that AI luddites like you enjoyed quoting like a year back that said that AI was such a bad investment LITERALLY just said to stop trying to build AI in house and just to use a vendor. Of course Anthropic and OpenAI are going to be the biggest AWS AI customers you fucking retard, imagine thinking that anyone is going to get anywhere near those 2 when Google is going to be using their own cloud, and Microsoft/SpaceX/Meta too, you'd have to be such a fucking moron to think there's going to be another company trying to break into this space running on fucking AWS.

你这种AI老古董一年前爱引用的研究说AI是糟糕的投资，结果LITERALLY只是建议别自己在家搞AI，用现成供应商就行。Anthropic和OpenAI当然会成为AWS最大的AI客户，你个蠢货，想想谁会靠近这两家——Google用自家云，微软/SpaceX/ Meta 也这样——得是多傻逼才觉得还会有公司在这领域硬挤进来跑在AWS上。

>But muh HECKIN Chinx models

>但咱那该死的中国模型

Lmao. Look up how much it costs to rent 3tb of VRAM on AWS right now.

笑死。查查现在在AWS上租3TB显存要花多少钱。

You're in over your head buddy. But short Amazon to your heart's content. Fucking dipshit. Diaper shit eating retard.

你玩不过的，伙计。但想空亚马逊就随便空。死傻逼，穿尿布吃屎的白痴。

图片: https://i.4cdn.org/biz/1785820344454555.jpg

rattled

图片: https://i.4cdn.org/biz/1785820422840087.png

>>62558655

*spy puts

*spy空头

Gonna be a good day tomorrow

明天会是好日子

图片: https://i.4cdn.org/biz/1785821012109153.jpg

>>62558639

>Is such a thing even possible?

>这种事真的可能吗？

No, the Ayatollah is not going to let himself be killed for no reason. Jews will continue to be ass-blasted that they can't find him and Iran will continue winning.

不，阿亚图拉不会无缘无故让自己被干掉。犹太人会继续被气得屁滚尿流，因为他们找不到他，伊朗会继续赢下去。

>>62558681

Do people unironically believe Mojtaba is still alive and the IRGC isn't just using the name to take control of the country?

真有人一本正经地相信莫杰塔巴还活着，而不是革命卫队只是借他的名字来控制国家？

NIGGERS !!!

>>62558686

Take your meds

吃药吧你。 ⟦ 你没看到那个纸板立牌吗？他显然还活着啊。

KOSPI??

WTFTF?!?!?!

>>62558686

Didn't you see the cardbard cutout? His obviously still alive

你没看见那个纸板立牌吗？他明显还活着呢。

图片: https://i.4cdn.org/biz/1785821882517426.jpg

>>62558700

Can't wait for the cope when it is announced he unfortunately died shortly before hostilities stopped.

等他们宣布他“不幸”在敌对行动停止前不久去世时，我看他们怎么圆场，我等着看笑话。

What would the official theme be for the GFC 2.0?

GFC 2.0 的官方主题曲会是什么？

>https://youtu.be/FlWC8dfxwE4?si=5SnorR3NWDGLciPq

I AM PROFITABLE

NO MATTER WHAT THEY SAY

BEARSSS CANTT BRING MEEE DOOWWNNNN

>>62558686

>no no, we actually killed him too. That matters!

>不不，我们其实也把他干掉了。那很重要！

>>62558711

Okay m8, I'll be here to dunk on your Fox News narrative when it's proven wrong.

行吧哥们，等你的福克斯新闻叙事被证伪的时候，我就在这儿狠狠打你的脸。

>>62558722

Dunking on brownoids always matters.

打脸棕皮人永远都重要。

>>62558728

Yeah, but only if you also open the strait thoughbeit

行，但前提是你得把海峡也打开。

so glad I caught all those falling knives

太庆幸我接住了那些落下的刀。

Please for the love of god can I get a good Pinterest earnings so I can stop bagholding this shit stock I had to buy when I did a CSP at $30 a year ago.

求求老天爷了，能不能让我在Pinterest上赚一笔，好让我别再死扛这只垃圾股——一年前我30刀卖了个现金担保看跌期权，被迫接盘到现在。

图片: https://i.4cdn.org/biz/1785822530560879.jpg

>>62558733

why didn’t you buy dips or sell

你为啥不低吸或直接割了？

are we just gonna ignore the big green dildos on hyperscalers? that has to revert right?

我们就打算无视超大规模云厂商那根大绿阳棒吗？那肯定得回调吧？

can you tell I just sold yesterday? I need to see some red today *sucks teeth disapprovingly*

你看得出来我昨天刚卖了吧？我今天需要看点红盘 *不满地啧了一声*

>>62558731

Don't really care. It mostly affects eurofags and chinks. We can just start taking venezuelas oil. Dependency on oil is on the decline anyways.

无所谓。主要影响的是欧洲佬和东亚人。我们可以直接去拿委内瑞拉的油。反正对石油的依赖在下降。

The manipulation is so blatant... it is fucking disgusting. The S&P hit a new ATH. In August. Japan about to implode, the Iran war, the AI bubble...

操纵太明显了……真他妈的恶心。标普创了新高。在八月。日本快崩了，伊朗开战，AI泡沫……

disgusting. And the arrogance of many traders...

恶心。还有那么多交易者那副傲慢的嘴脸……

>>62558736

>why didn’t you buy dips

>你为啥不低吸

Because the story changed. They posted terrible forward guidance and lacking ad revenue when I thought they would continue to make substantial growth like META. I took a look at discussion about Pinterest and women were complaining about how the site was a mess with AIslop and they wanted to stop going there.

因为故事变了。他们发布了糟糕透顶的前瞻指引，广告收入也不行了，而我原本以为他们会像META那样继续大幅增长。我去看了Pinterest的讨论，女人们在抱怨这网站被AI垃圾内容搞得一团糟，她们都不想再去了。

There's no longer a reason for me to want to continue buying or own this stock.

我已经没有理由继续买或持有这只股票了。

>sell

That's how you lose money. The stock dropped all the way to $16 and I've just been doing CCs on it. It's at $24 now and technically I would have made money through all the premiums if I sell it around $27.

这就是你亏钱的方式。股价一路跌到16刀，我一直在卖covered call。现在回到24刀了，严格来说如果我在27刀左右卖出，算上所有权利金我其实是赚的。

>>62558655

>>62558664

Frens?

There is freedom within, there is freedom without

心内有自由，心外也有自由

Try to catch the deluge in a paper cup

试着用纸杯去接倾盆大雨

There's a battle ahead, many battles are lost

前路有场恶战，许多战役会输

But you'll never see the end of the road while you're travelling with me

但只要你和我同行，就永远看不到路的尽头

Hey now, hey now

嘿，听我说

Don't dream it's over

别以为一切已经结束

Hey now, hey now

嘿，听我说

When the world comes in

当整个世界涌入

They come, they come

他们来了，他们来了

To build a wall between us

要在我们之间筑起一道墙

We know, they won't win

我们知道，他们赢不了的

Now I'm towing my car, there's a hole in the roof

现在我拖着车，车顶有个洞

My possessions are causing me suspicion, but there's no proof

我的财产让我起疑，但没有证据

In the paper today, tales of war and of waste

今天的报纸上，满是战争与浪费的故事

But you turn right over to the TV page

可你直接翻到电视节目那页

Hey now, hey now

嘿，听我说

Don't dream it's over

别以为一切已经结束

Hey now, hey now

嘿，听我说

When the world comes in

当整个世界涌入

They come, they come

他们来了，他们来了

To build a wall between us

要在我们之间筑起一道墙

We know, they won't win

我们知道，他们赢不了的

Now I'm walking again to the beat of a drum

现在我再次跟着鼓点前行

And I'm counting the steps to the door of your heart

我一路上数着步子，走向你心门的方向

Only shadows ahead, barely clearing the roof

前方只有阴影，勉强没过屋顶

Get to know the feeling of liberation and release

去体会那种解放与释放的感觉吧

Hey now, hey now

嘿，听我说

Don't dream it's over

别以为一切已经结束

Hey now, hey now

嘿，听我说

When the world comes in

当整个世界涌入

They come, they come

他们来了，他们来了

To build a wall between us

要在我们之间筑起一道墙

You know, they won't win

你知道的，他们赢不了

Don't let them win (hey now, hey now)

别让他们赢（嘿，现在，嘿，现在）

Hey now, hey now

嘿，听我说

Hey now, hey now

嘿，听我说

Don't let them win (they come, they come)

别让他们赢（他们来了，他们来了）

Don't let them win (hey now, hey now), yeah

别让他们赢（嘿，现在，嘿，现在），耶

Hey now, hey now

嘿，听我说

Hey

>>62558686

Irgc is using a decentralized military strategy so it hardly matters, but it truly is a pointless and unwinnable situation.

伊朗革命卫队用的是分散式军事策略，所以这其实无所谓，但这确实是个毫无意义、根本赢不了的局。

>>62558740

>t. has no clue what he's talking about

>此人根本不知道自己在说什么

>>62558754

Keep coping. High oil prices are only going to push people harder for developing EVs. In a few decades I wouldn't be surprised if nobody even gives a shit about the middle east anymore.

继续自我安慰吧。高油价只会逼着大家更拼命搞电动车。几十年后要我说，没准根本没人care中东了。

>>62558762

>In a few decades

>几十年后

Who cares about in a few decades? You can't tell me to keep coping when your goalpost has shifted by decades

几十年后谁在乎啊？你把目标一杆子支到几十年后，还叫我别自欺欺人？

I am moving to New York City.

我要搬到纽约去了。

silver is trying to breakout, lads

兄弟们，白银要突破了

>>62558490

Going to be an interesting Tuesday and Wednesday.

周二和周三会很有意思。

>>62558767

I genuinely don't even care about now. I'm still only paying like $150 a month for gas. I can afford everything I need and still have money left over to invest.

说真的我现在压根不在乎。我每个月加油也就150刀左右。该买的都买得起，还能剩钱拿来投资。 ♡ 纳斯达克离高点还差7%，小盘股跌了30%，比特币最近见过5打头的。标普500能创新高只是因为超配了能源和避险板块。我们刚熬了两个月跌势，盈利还在往上涨。你们这些空头纯属妄想，啥都满足不了你们。现在是大卫发光的时候了。

>>62558745

nasdaq is still 7% off highs, sminiconfluxers 30%, bitcoin had a 5 handle recently. spy is only at highs because it is overweight energy and safe havens. we just had 2 months of bear action with earnings going up. you bears are delusional and nothing satisfies you. it's david's time to shine now.

纳斯达克离高点还差7%，小盘股跌了30%，比特币最近都到5开头了。标普500能创新高，全靠能源和避险板块撑着。咱们刚经历两个月熊市，盈利还在涨。你们这些看空的真是魔怔了，啥都满足不了你们。现在轮到大卫发光的时候了。

图片: https://i.4cdn.org/biz/1785823692467076.jpg

>>62558490

Anon, this is a rather selfish request, but next week can you edit in grrr's earnings date (est. Aug 13th) onto this image?

匿名老哥，这请求有点自私，但下周你能把grrr的财报日期（预计8月13日）P到这张图上吗？

kospi is still green, lads

韩国综指还是绿的，兄弟们

>>62558782

feels like a normal index today

今天感觉就是个正常指数

>>62558776

>I

That's nice, good for you

不错啊，为你高兴

>>62558652

Anyone?

>>62558790

i dont make gains but i need at least 40k to be able to make enough to pay rent

我没赚到钱，但我至少要4万刀才能赚够交房租的钱

>>62558655

you better pray iran fire nukes at the Israel tomorrow

你最好祈祷明天伊朗往以色列扔核弹

图片: https://i.4cdn.org/biz/1785824066077667.png

>>62558789

As long as me and mine are taken care of I don't care. Retards door dashing fast food while living in an apartment they were never going to be able to afford deserve to suffer.

只要我和我家人过得好，我无所谓。那些租着根本负担不起的公寓、靠送外卖度日的蠢货，活该受苦。

And just like that, bill kospi's computer corporation is back in business.

就这样，比尔·科斯皮的电脑公司又回来了。

图片: https://i.4cdn.org/biz/1785824086305179.gif

>>62558652

>>62558790

80k mark, a 25% move was enough to get me to 100k and from 100k it gets easier as you can diversify and not take too much risk without missing out on decent returns

8万这个关口，涨25%就够我冲到10万了，到了10万就轻松多了，因为你可以分散投资，不用冒太大风险还能有不错的收益

my port is at ATH. bears are seething

我的仓位创历史新高了，空头们气死了

>>62558794

图片: https://i.4cdn.org/biz/1785824267386711.jpg

(无正文)

图片: https://i.4cdn.org/biz/1785824271735593.jpg

>>62558793

I only spent 500 bucks on the call. It can only go to 0 so why is it saying 3 fucking grand

我买那个call才花了500刀。最多也就亏到零啊，凭什么显示亏了3千多

>>62558799

not anymore

现在不是了

>>62558797

Brutal. That's what I get for buying itm pltr calls and I'll only make like a thousand bucks when could have made a lot more simply because I'm retarded and don't understand stocks.

太惨了。这就是我买实值PLTR call的下场，明明能赚更多，结果就赚个一千来块，纯粹是因为我蠢、不懂股票。

>>62558778

Genuinely confused for a second as to who David is.

我真的一瞬间懵了，大卫是谁来着。

>>62558803

Was it covered or naked?

那是平仓还是裸仓？

>>62558677

Look like she taking a huge shit

看起来她像是在拉一大坨屎

>>62558737

First hyperscalers pump then hardware companies

先是超大规模服务器商暴涨，然后是硬件公司

MU to the MUUN

美光冲上月球

>>62558799

my port has been raped to hell fuck whoever told me gold was going to 6000 a year

我的仓位被干穿底了，谁tm跟我说黄金要涨到6000的，我操

>>62558811

you would actually be surprised how fast it compounds i started at 20k in 2023 40k 2024 2025 80k did most of that through value companies like danios shipping, archer Daniel midlands, barrick gold ect although my lucky break was buying Palantir for $9 in 2023

你其实会惊讶于复利速度有多快，我2023年从2万起步，2024年4万，2025年8万，大部分靠价值股赚的，比如Danios Shipping、Archer Daniel Midlands、Barrick Gold之类的，不过我的运气爆棚是2023年9美元买了Palantir。

>>62558814

Naked. But I just realized something, I meant to buy a 745 put but I bought a 755 put and it's going up. Am I going to get fucking raped

裸卖。但我刚反应过来一件事，我本来想买745的put，结果买了755的put，现在它还在涨。我是不是要被爆了？

图片: https://i.4cdn.org/biz/1785824892672254.jpg

>>62558815

>gold was going to 6000

>黄金要冲到6000

kek what a retard

kek，真是个智障

>>62558818

all done without options or any leverage btw, but to be fair 2023 was basically easy mode after the bear market in 2022-2023 literal billion dollar companies going for pennies

顺带说一句，全程没碰期权或杠杆，但说句公道话，2023年基本上是简单模式，2022-2023熊市之后，那种几十亿美元市值的公司跟白送一样。

>>62558819

Bros I'm scared now how bad did I fuck up

兄弟们我现在慌了，我到底搞砸得多严重

i lost half of my portfolio gambling with options

我拿期权赌博亏了一半仓位

the other half is in leveraged ETFs and doing good for the time being

另一半在杠杆ETF里，目前还行

what is the lesson to be learned here? don't bet on things with expiration dates?

这里该学到的教训是什么？别赌有到期日的东西？

>AMD already pumpin ahead of earnings

>AMD财报前已经在拉了

OOOOOOOOOOOOO

>>62558827

the lesson here is, dont be wrong

教训就是，别判断错误

>>62558819

>>62558826

Please fucking respond am I fucked

求求你们回我啊，我是不是完了

图片: https://i.4cdn.org/biz/1785825422010510.jpg

Why´d I sell the bottom?

我为什么要卖在最低点？

cause u gay

因为你娘炮

I thought BTC followed SPY but that seems not to be the case

我以为BTC跟SPY走，但看起来不是这么回事

>>62558839

It’s closer to qqq

它更接近QQQ

>>62558839

that was debunked 4 or 5 years ago

这说法四五年前就被证伪了

图片: https://i.4cdn.org/biz/1785825642961341.jpg

>kospi closes

>韩综指收盘

>semis start to sell off again

>半导体又开始跌了

Hmm.

>>62558819

did you sell the put? sorry i am a option newbie but I'm pretty sure if you sold a put with no underlying then its not good at least you didnt sell a naked call with unlimited upside risk

你那个put是卖出的吗？抱歉我是期权新手，但我很确定如果你裸卖put没有标的物的话那不太好，至少你没裸卖call，那个上行风险无限

>>62558835

>>62558826

>>62558819

Nevermind I'm just a fucking moron I thought spy was at 745 and I can't read. I have no idea why it's saying 3 thousand negative then positive

算了，我就是个傻逼，我以为SPY在745，而且我连字都读不明白。我不知道为什么显示三千负然后又变正

>>62558844

*downside

not upside LOL

不是上行好么 LOL

图片: https://i.4cdn.org/biz/1785825881124784.png

bros soxl doing a little somethin

兄弟们SOXL在搞小动作了

图片: https://i.4cdn.org/biz/1785825905091338.png

>>62558843

don't worry London will buy

别慌，伦敦会接盘的

Iran is a great big distraction ain't it?

伊朗就是个巨大的烟雾弹，对吧？

The US has boots on the ground in Mexico operating against the cartels

美军已经在墨西哥地面上打击贩毒集团了

>>62558845

I don't even know anymore why the AH price is fucking 8.00 is this just some weird etrade horse shit

我都不明白了，为什么盘后价是8.00，这是不是ETrade又犯什么神经病

图片: https://i.4cdn.org/biz/1785825967812095.jpg

>>62558851

Oh wait I see etrade is saying the price is 747 for some fucking reason I guess? I don't fucking know bro I've only ever bought calls

哦等等，我看到了ETrade说价格是747，我也不知道为什么，真不知道，兄弟我只买过call

>>62558850

If it was a distraction shouldn't it be distracting from something less popular? I imagine there would be a lot of support for going after cartels.

如果真是烟雾弹，不应该用来转移某个没那么受欢迎的事情的注意力吗？我觉得打贩毒集团应该会得到很多支持吧。

>>62558852

Won't help you there I'm afraid, I only do 10x CFDs on orange juice because I'm a filthy Euro.

恐怕这个我帮不了你，我只做10倍杠杆的橙汁CFD，因为我是个穷酸欧洲人。

>>62558854

no cuz trump bad

不，因为川普坏

he's playing the heel

他在演反派 ❾ 我错过了黄金牛市那个信号。

I've missed the signal of the golden bull run.

我错过了这轮牛市启动的信号。

>>>/a/289809001

>>62558850

there’s that thing about the child sex trafficker which the chief is embroiled in so probably.

还有那个儿童性贩子的破事，局长也被卷进去了，所以可能吧。

>>62558588

Imagine if a girl gave you as many chances as Trump does to Iran…

想想看，要是有个女孩给你跟川普给伊朗一样多的机会……

>70k more migrants Ceuta

>又有7万移民到休达

financial implications of this are massive

这事的金融影响是巨大的

and now they’re offering more money to Morocco?? For strengthening their border? The only thing about our European culture that they understand is a barrel of a gun.. idk ether something major changes or we’ll (euro in general) be grabbing pitchforks and torches like every person I’ve met especially while travelling get that visible physical reaction of disgust when anyone mentions browns or illegals a year or two ago people would just avert their gaze…

现在他们又要给摩洛哥更多钱？？就为了加强他们的边境？欧洲文化他们唯一懂的就是枪管子。我也不知道，要么有大事要变，要么我们（整个欧洲）就得拿起干草叉和火把了。我遇到的每个人，尤其是旅游的时候，一提到黑人或非法移民，那脸上厌恶的表情简直肉眼可见，一两年之前大家还只是挪开视线而已……

>bullish for the next race war and private defence firms getting some new very expensive deterrence

> 对下一场种族战争和私营防务公司来说是利好，能搞到一些昂贵的新威慑装备

>>62558858

I think I figured it out, chat gpt explained it to me because I'm a retard. Just etrade bullshit, I'm not going to get raped and it can only expire worthless

我想我搞明白了，ChatGPT给我解释的，因为我是个傻逼。就是纯纯的电子交易狗屁，我不会被爆头的，它最多就是归零而已。

>>62558828

I don't like it when they do that. My schizo senses always see it as a last hurrah retail bait before an earnings dump.

我不喜欢他们搞这套。我的精神分裂直觉总觉得这是财报砸盘前最后一波割散户的诱多。

Ok fellas I bought my Put for SPCX 8/10 $105, you still have time to buy before earnings and the autistic retard posts god's own quarter and it moons to $200+ a share again

好了兄弟们，我买了SPCX 8/10 $105的看跌期权，你们还有时间在财报前进场，等那个自闭症傻逼发个神级季报，股价又飙回$200多。

>>62558828

>>62558868

AMD has so much runway even playing a distant 2nd to Nvidia as the only ones making relevant AI chips, it's gonna do great this week but I couldn't play calls cause every contract is expensive as shit. They need a split fuck outta here with $500 shares for Great Value Nvidia

AMD有太多增长空间了，就算只能当Nvidia的老二，他们也是唯一在做相关AI芯片的，这周肯定表现不错，但我没法买看涨期权，因为每个合约都贵得要死。这$500一股的平价版Nvidia真该拆股了。

>>62558762

My boy Elon said that money won’t matter in 10 years.

我兄弟Elon说了，十年后钱就不重要了。

>>62558865

The African enclaves are basically impossible to defend, Spain should just evacute them then burn any leftover infrastructure. Would be cheaper than defending them in the long run.

非洲飞地基本没法防守，西班牙应该直接撤离然后烧掉所有剩下的基础设施。长期看比一直花钱守着便宜多了。

OOOOOOOOHHHHHHHHHH

图片: https://i.4cdn.org/biz/1785827170449765.jpg

>>62558882

Only your gene pool

只有你的基因库会这样。

图片: https://i.4cdn.org/biz/1785827189194434.jpg

>>62558886

>just give up control of a geostrategic chokepoint

> 就这么放弃一个地缘战略要冲的控制权

>>62558877

My concern is even if it pumps gooks will immedietaly fucking dump it out of fear.

我担心的是就算涨了，黄皮佬们也会因为恐惧赶紧砸盘跑路。

>>62558818

>>62558822

Surprised you never did any options what so ever. As long as you're happy that's what matters, I just don't have that kind of patience.

没想到你居然从来没玩过期权。只要你自己开心就行，我只是没那个耐心。

>>62558865

It should be treated like a war declaration and Spain should do an article 5 on Morocco. Bullish for Rheinmetall.

这应该视为宣战，西班牙应该对摩洛哥启动第五条款。对莱茵金属是利好。

>>62558894

The Spanish government encourages turd world invaders

西班牙政府就是在鼓励第三世界入侵者。

图片: https://i.4cdn.org/biz/1785827315400043.png

Kioxia didn't eat shit in Japan (that's two days now where it hasn't ate shit) and Europe has opened pretty green.

铠侠在日本没吃屎（这已经是连续两天没吃屎了），欧洲开盘也基本是绿的。

I think we're pumping today boys.

我觉得今天咱们要涨，兄弟们。

>>62558896

The whole thing started because the Spanish Supreme Court made it more difficult for the government to deport illegals. This lead to fake news spreading on Moroccan social media that the Ceuta border was just open and letting anyone in. Then the border guards on the Moroccan side just gave up and told all the retards to go through.

整件事的起因是西班牙最高法院让政府更难遣返非法移民了。这导致摩洛哥社交媒体上传播假消息，说休达边境直接开放了，谁来都能进。然后摩洛哥那边的边境守卫直接摆烂，告诉所有傻逼直接过去。

>>62558894

What are the eurosissies gonna do? The US supports Morocco.

欧洲娘炮们能怎么样？美国支持摩洛哥。

>>62558891

Everyone’s gene pool gets basically completely diluted in a few generations, so it doesn’t really matter. WAGMI

所有人的基因库过几代就基本完全稀释了，所以其实无所谓。我们都会成功的。

>>62558737

Its funny how semis and memory are now sonehow shit but hyperscalers who dont actually make big money are valuable all of a sudden. Yeah bro how about all those semis and memory stocks only make consumer grade hardware, watch how fast those tech companies would seethe

有意思，半导体和存储股现在突然成了垃圾，而那些赚不了几个钱的超大规模云计算公司反倒香起来了。兄弟，要是那些半导体和存储股只造消费级硬件，你看那些科技公司不炸毛才怪。

>>62558902

That's true. They're Israel's little abraham accords bitch. Wouldn't be surprised if this was the US's revenge for Spaniards refusing air base access.

确实。他们就是以色列在亚伯拉罕协议里的小跟班。要是这是美国报复西班牙不给他们空军基地使用权，我一点都不意外。

>>62558903

lol, completely false

哈哈，纯属胡说八道。

图片: https://i.4cdn.org/biz/1785827767045803.jpg

I wonder if he's an active trader

我好奇他是不是活跃交易者。

图片: https://i.4cdn.org/biz/1785827833425045.jpg

>>62558902

Could just stop trade. Would hurt Spain and France a bit but the sandniggers would starve in a few weeks.

直接断贸易就行了。西班牙和法国会稍微肉疼一下，但那些沙皮狗几周就得饿死。

>>62558907

He actively traded his bussy to Epstein ;)

他可是积极拿自己的“后门”跟爱泼斯坦交易呢😉

>>62558909

so it seems

看来是这样。

>>62558905

USA needs to liberate Europe for a third time. Buy oil stocks and weapons manufacturers

美国得第三次“解放”欧洲了。买石油股和军工股吧。

>>62558892

Ceuta has extremely limited strategic value. Morroco controls 99% of the African side of the strait while Spain(and the UK) control 100% of the European side.

休达的战略价值极其有限。摩洛哥控制了直布罗陀海峡非洲一侧99%的地盘，而西班牙（和英国）控制了欧洲一侧100%。

There's really nothing Ceuta offers that couldn't be done on the European side. It's just an expensive historical remnant.

休达提供的任何东西，欧洲一侧都能办到。它就是个贵得离谱的历史遗留物。

someone bought a huge put on SOXL yesterday $400k worth

昨天有人花40万美元买了SOXL的大额看跌期权。

>>62558907

100%

图片: https://i.4cdn.org/biz/1785828211042025.jpg

>futures

图片: https://i.4cdn.org/biz/1785828271979195.png

>someone bought a huge put on SOXL yesterday $400k worth

>昨天有人花40万美元买了SOXL的大额看跌期权

图片: https://i.4cdn.org/biz/1785828380758888.jpg

>>62558923

someone also bought a call on soxx for almost $6mil same day $538 strike

同一天还有人花近600万美元买了SOXX的看涨期权，行权价538。

The future is bright!

未来一片光明！

图片: https://i.4cdn.org/biz/1785828943479120.jpg

someone bought a huge put on SOXL yesterday $400k worth

昨天有人花40万美元买了SOXL的大额看跌期权。

图片: https://i.4cdn.org/biz/1785829431444923.jpg

>>62558938

eh my brokerage flagged it as unusual so that's a large put for SOXL

呃，我的券商把它标记为异常交易，所以说这对SOXL来说是一笔大手笔看跌。

>>62558938

White man even bought them for goods in exchange, white man dumb

白人也拿货去换东西，白人是傻子。

>>62558931

Wouldnt that be uncomfortable? All that extra flowery fabric seems like a pain in the dick, for ultimately uncertain gain.

那不会不舒服吗？那么多层花里胡哨的布料，看着就蛋疼，最终收益还不一定。

someone (me) bought a huge put on SPY last friday 150$ worth

有人（我）上周五花了150美元买了SPY的大额看跌期权。

>>62558877

>>62558828

>every contract is expensive

>每份合约都贵得离谱

Makes it more likely to dump to fuck over longs.

这更可能砸盘来坑死多头。

>distant second

>差得远的第二名

The problem is we can post about AMD being 5x undervalued vs. nvidia all we want, the market has consistently decided that retarded bullshit like SPCX should pump harder and longer than Companies with Actual Earnings Growth.

问题是我们想怎么吹AMD比英伟达低估5倍都行，但市场一直认定SPCX那种脑残玩意儿就该比有实际盈利增长的公司涨得更猛、更持久。

Wait what

等等，啥？

I haven't touched stocks in like a year and bought AMD on the weekend

我差不多一年没碰股票了，周末买了AMD。

Is it always this easy? When are we meant to sell?

是不是一直这么容易？什么时候该卖？

图片: https://i.4cdn.org/biz/1785830288836017.gif

>>62558882

Oh yeah.

对啊。

图片: https://i.4cdn.org/biz/1785830665281214.png

>>62558955

>Is it always this easy?

>是不是一直这么容易？

图片: https://i.4cdn.org/biz/1785830665627051.jpg

>>62558945

It’s on the outside, the flowers don’t, generally, touch your skin.

花是在外面的，一般不会碰到你的皮肤。

>someone bought a huge

>有人买了一大笔 ⸥ 兄弟们千万别看SOXS。

bros do NOT look at SOXS

兄弟们千万别看SOXS

图片: https://i.4cdn.org/biz/1785830909027160.jpg

>still in cash

>还在拿现金

I lost. How should I an hero?

我输了。我该怎么自裁？

>>62558969

Theres still time for you to get into SOXL fren

兄弟，你还有机会进SOXL。

https://youtu.be/NW2UTLoBW2k?is=MIhZaQy_cU7xDP8o

>>62558969

never get up

永远别站起来。

图片: https://i.4cdn.org/biz/1785831196881071.png

oh let’s go, INTC starting the next leg up

哦走起，INTC要开始下一波拉升了。

>>62558902

kek I had other plans for today but sure let’s see:

哈哈，我今天本来有其他安排，不过行，来看看：

since it’s cargo of not a lot of importance like potatoes that could spoil in this heat, brows could be carried by cargo containers with freight - alerted ofc cuz we luv that human dignity - standard one is 12.19x2.28 and a standard Ryanair seat is ~0.7x0.4, theoretically you can stack two “floors” which makes 102 seats in total.

既然是不太重要的货，比如土豆这种在高温下容易坏的，那“人肉”可以用集装箱运——当然得加运费警报，因为我们珍视人性尊严嘛——标准集装箱是12.19×2.28米，而瑞安航空的标准座位大约0.7×0.4米，理论上可以叠两层“地板”，总共能塞102个座位。

I’ll ask around for more concrete shipping rates, but since these containers are stackable there’s a possibility of a sort of trash pick up service where cargo ship starts its voyage in upper baltics throughout the Mediterranean, collecting all the browns finishing the journey somewhere black

我去打听更具体的运费，不过既然这些集装箱能叠放，有可能搞成一种垃圾回收服务——货船从波罗的海上游出发，沿地中海一路收“棕色垃圾”，最后在某个“黑色”地方结束航程。

idk what kind of etiquette is in your country but when a shitty neighbour throws in garbage through out fence we deliver it at their doorstep, usually accelerated. The more I look into it’s seems that there’s possible profit in all of this with slightly altered numbers

不知道你们国家的规矩是啥，但碰上烂邻居往院子里扔垃圾，我们一般直接给他送门口，通常还加速送。我越研究越觉得，把数字稍微改改，这里面可能真有赚头。

>>62558969

Buy my basterd

买我的货吧，傻逼。

>>62558619

Nah the tolls thing is unacceptable, not just to America but literally everyone else as well

不行，过路费这事没法接受，不光对美国，对全世界其他所有人都是。

That's what makes this a proper quagmire, no one has a way out

这就是为啥这彻底成了烂泥潭——没人找得到出路。

>SOXL +8%

>PLTR +15%

never, ever, get up

永远、永远别站起来。

图片: https://i.4cdn.org/biz/1785831441175755.png

>>62558818

My lucky break.... I got fudded out by /biz/. This isn't a good place ot come if you want to actually make it, because people here are psycho retards who will scream "it's impossible to turn 20k into 80k" because they like to invest in biomed penny stocks and get rugged.

我运气翻车了……被 /biz/ 那边坑惨了。想真赚到钱，这破地方根本不是好去处，因为这儿的人全是疯批白痴，整天喊“20k翻到80k不可能”，就因为他们爱买生物医药仙股然后被割韭菜。

>>62558969

There is still dip left to slurp up fren

兄弟，还有回调可以捡漏。

图片: https://i.4cdn.org/biz/1785831577670784.png

>>62558969

Buy AAPL. It’s the only tech stock that hasn’t started their next leg up yet.

买苹果（AAPL）。它是唯一还没启动下一波拉升的科技股。

>>62558893

Options sound like a good way of losing everything and committing suicide.

期权听起来就像一条路：亏光一切然后去自杀。

>>62558991

plebbitors do it for the karma

红迪那帮人就是刷声望的。

>futes

图片: https://i.4cdn.org/biz/1785832024028801.png

>>62558627

>SWVXX

SGOV gives a better return and is just as safe.

SGOV 收益更高，安全性也一样好。

>>62558960

Elon's son is so hot.

马斯克他儿子真带劲。

>>62559001

Phew, good thing I'm at work and couldn't reach for my cock. Saved me from turning gay.

呼，还好我在上班没空掏屌。躲过一劫，没变基。

IBKR is so fucking annoying always bugging me to do shit. I already had the phone tied authenticator and now they want me to change it again? like tf

IBKR 真他妈烦，老催我干这干那。我手机认证器都绑好了，现在又要我改？搞毛啊。

>futures

图片: https://i.4cdn.org/biz/1785832778309758.jpg

>>62558990

I was also looking at apple, what would a good entry price be? 290-295?

我也在看苹果，好的入场价是多少？290到295？

>>62558960

where's the penis? did he actually castrate himself?

屌呢？他真把自己阉了？

financially speaking

从财务角度说。

>>62559007

Ahh~ the humiliation rituals of IBKR, nothing quite like it~

啊~ IBKR 的羞辱仪式，真是没谁比得上~

I boughtinatied Rheinmetall.

我满仓了莱茵金属。

I believe in new ATHs

我信新的历史高点。 ⟦ 来看看保罗·艾伦的期货。

let's see Paul Allen's futures

来看看保罗·艾伦的期货吧

图片: https://i.4cdn.org/biz/1785833238453210.jpg

>>62558815

yeah an asset that historical gives garbage annual returns suddenly 2x's in the span of a couple of years is going to keep mooning from the top fucking retard. Stop buying high.

是啊，一个历史上年回报烂得要死的资产，短短几年翻倍，你他妈还指望它从顶上继续飞？傻逼，别追高了。

>everything simply going up

> 啥都在涨

>including oil

> 包括油价

图片: https://i.4cdn.org/biz/1785833555201718.gif

Let's see my future

来看看我的未来。

图片: https://i.4cdn.org/biz/1785833788204360.png

>>62558515

>>62558517

It's difficult to tell. Chinese hardware is explicitly banned in the US and their ram company is just korean engineers poached from samsung who know some of the process but not all of it (which is why their ram modules fail 30% of the time).

挺难说。中国硬件在美国明确禁了，而且他们的内存公司就是挖来的三星韩国工程师，懂一部分工艺但不懂全套（所以他们内存模块有30%的故障率）。

The short term profitability for companies like Sandisk for example puts them up to 11 billion from Nand. 16 billion next quarter, projections begin to taper off to 22 billion, 27 billion, 31 billion by this time next year. The 'peak' supposed earnings.

像闪迪这种公司的短期盈利能力，光NAND就赚到110亿。下季度160亿，预测往后逐渐到220亿、270亿，明年这时候310亿。这算所谓的“峰值”收益。

Chinese nand is banned in the US however, and the bulk of data center buildouts are in america and china. That is to say- the market is here, it doesn't matter if kazakhstan legalizes chinese chips.

但中国NAND在美国被禁，而数据中心建设大头就在美国和中国。也就是说，市场就在这儿——哈萨克斯坦就算合法化中国芯片也没毛用。

But is the market smart enough or non-manipulated enough to acknowledge this, and push Sandisk back to its ATH?

但市场够不够聪明、够不够不被操控，能认清这一点，把闪迪推回历史高点吗？

This happened before too, micron in March posted great earnings qoq but only managed to just crest up to its previous ath. I feel like what will happen, if the market doesn't react in a retarded way, is that sandisk will get back over 2000 a share (for some reason Amazon going up 50% in a week, a trillion bucks, is fine but when I post this people think Sandisk going from 160 billion to 240 billion is crazy). Maybe even close to ath. But fears in the market will push it back down along with micron.

这事儿之前也发生过，美光三月份财报环比亮眼，结果股价也就勉强摸回之前的历史高点。我感觉接下来会发生的是，如果市场不犯傻的话，闪迪会重回每股2000以上（莫名其妙亚马逊一周涨50%、市值涨一万亿没人说啥，但我一发帖说闪迪从1600亿涨到2400亿，大家就觉得疯了）。甚至可能逼近历史高点。但市场的恐慌情绪会跟美光一起把它再压下来。

>Jul 7, 2026 — Currently, memory prices are expected to increase by up to 50% in Q3 2026, with another 40% to follow in Q4 2026. These price increases are only ...

>2026年7月7日——目前，内存价格预计在2026年Q3上涨高达50%，Q4再跟涨40%。这些涨价仅仅……

图片: https://i.4cdn.org/biz/1785833798843746.png

>>62558969

your ngmi if you didn't buy anything at all during the dump a week ago

一周前砸盘的时候你啥都没买，那你就是ngmi（没戏了）

>Goldman Sachs says it expects Brent crude to remain in an $80 to $90 per barrel range until there is either confirmation of a new US-Iran deal or a significant escalation in attacks.

>高盛表示，预计布伦特原油将维持在每桶80至90美元区间，直到要么确认美伊新协议，要么袭击显著升级。

>The bank also assumes a fair value of Brent spot prices at about $80, suggesting the market prices only a moderate risk premium.

>该行还假设布伦特现货的合理价值约为80美元，表明市场目前只计入了适度的风险溢价。

>$80 fair value

>80美元合理价值？

So the effect of the strait being closed is to raise the price of oil by $10? Around 15% of global supply is lost and the price goes up by $10. That's it?

所以霍尔木兹海峡封锁的效果就是油价涨10美元？全球供应少了大约15%，价格就涨10块。就这？

>my friend passed away

>我朋友去世了

图片: https://i.4cdn.org/biz/1785834149410316.gif

>>62559034

At least he didn't get bear trapped like the retarded bobos here. By not playing he's only losing to inflation.

至少他没像这儿那些傻逼bobo一样被套在空头陷阱里。不玩的人顶多输给通胀。

>>62558793

you better pray israel nukes itself and blames iran for it*

你最好祈祷以色列把自己核了然后赖到伊朗头上*

>>62559025

>sentiment based traders in shambles

>靠情绪交易的人彻底崩了

>>62559041

Thats fud btw

顺便说一句，那是FUD（恐惧、不确定、怀疑）

its going lower and they know it.

它还会往下走，他们自己心里清楚。

Also, 15% is nothing, iy justmeans other places can sell when previously they couldnt be profitable.

而且，15%算个屁，这只不过意味着其他地方以前不赚钱不想卖，现在可以卖了。

Theres tons of places that extract oil but many just arent always active until the price hits a certain range.

开采石油的地方多了去了，但很多都不常开工，得等价格涨到某个区间才启动。

>>62558746

>The stock dropped all the way to $16 and I've just been doing CCs on it.

>股价一路跌到16美元，我就一直对它卖CC（备兑看涨期权）。

whats that mean?

那是啥意思？

>>62559062

Selling covered calls, it means he gets paid if the stock price doesn't increase.

就是卖备兑看涨期权，意思是股价不涨他就能收钱。

>futes

Maybe I should just ignore them

也许我该直接无视他们

图片: https://i.4cdn.org/biz/1785835455219587.jpg

>soxs recovering

>soxs在反弹

图片: https://i.4cdn.org/biz/1785835527450537.jpg

>>62558904

they already had their run up and the cyclicality will haunt them till the end of markets

它们已经涨过一波了，这种周期性会一直缠着它们直到市场终结。

hyperscalers might deflate and I might start buying again if they get back to pre pump prices

超大规模数据中心厂商可能会缩水，要是它们跌回拉升前的价格，我可能就重新开始买了。

these companies will be the long term play for the span of our lifetime

这些公司会是咱们这辈子长期的标的。

another way to look at it: no one alive today will outlive hyperscalers or hyperscaler profitability

换个角度想：今天活着的人，没人能活过超大规模厂商或者它们盈利能力的寿命。

it's like physics...go with the flow nigga

这就像物理定律……顺势而为，兄弟。

>>62559041

Aren't various countries/OPEC making up the deficit from their reserves? Once those start to run out, if the Hormussy is still closed, then we would see

各国/OPEC不是在用储备补缺口吗？等那些储备开始见底，要是霍尔木兹还封着，那就要看到

图片: https://i.4cdn.org/biz/1785835710851413.jpg

>>62559088

the price rising

油价往上飙了

>>62559051

lol

https://mbiz.heraldcorp.com/article/10828788

>>62559064

thanks

>>62559092

American company

美国公司

Asians are about to learn America doesn't do that sort of thing

亚洲人马上就会领教到，美国不吃那套。

>>62559086

>they already had their run up and the cyclicality will haunt them till the end of markets

他们早就涨过一波了，周期性会一直缠着他们直到市场终结

>it's like physics...go with the flow nigga

这就像物理定律……顺着流走，老铁

Definitely

>>62559051

So share price will more than double from here. Nice.

所以股价从这里还要翻倍不止。不错。

>tfw was drunk and offered an instathot $1000 to eat her asshole for 1 hour

醉了的时候给一个网红妹子出价$1000，让她让老子舔她菊花一小时

>woke up and she accepted

醒来后发现她答应了

this will be a good investment if it can cure me of my desire to lick a hot woman's asshole

如果这投资能治好我舔美女菊花的欲望，那就是好投资

Reddit says the DRAM market is going to crash because the TA says so.

Reddit上说DRAM市场要崩了，因为技术分析这么说。

图片: https://i.4cdn.org/biz/1785836186865320.png

>>62559107

>5 days ago

5天前

Wasn´t that literally the bottom?

那不就是底部吗？

This guy was waiting for micron to go back to 90 bucks before buying, posted october 27th.

这哥们儿在等美光跌回90块才买，10月27号发的帖。

图片: https://i.4cdn.org/biz/1785836308666892.png

Soxl train keeps rolling

Soxl这趟车还在继续跑

图片: https://i.4cdn.org/biz/1785836334430325.jpg

>>62559109

TA says so though.

可技术分析就是这么说的啊。

I went to Dunkin Donuts and ordered in person yesterday morning but did it with an Indian accent to mock the fucker behind the counter. He genuinely made my order but was seething the entire time. This morning I plan on making a huge order and watch them make it and then walk out. I want to waste their time.

我昨天早上去Dunkin Donuts当面点单，但故意用印度口音说话，就为了恶心柜台那傻逼。他确实做了我的单，但全程一脸憋火。今天早上我打算点一大单，看着他们做完然后直接走人。我要浪费他们的时间。

THANK YOU FOR YOUR ATTENTION TO THIS MATTER!

I do agree with reddit

我同意Reddit的说法

Micron and the rest will go through a period of selloffs because of the Chink Fud in a year or two

美光和其他股票会经历一波抛售潮，因为一两年内会有关于中国的FUD

And that's when you should buy a lot of Memory stocks, during that low point, because it'll run even higher by 2030.

那时候就是你大量买入内存股的时候，趁着低点入手，因为到2030年它还会涨得更高。

图片: https://i.4cdn.org/biz/1785836479523827.jpg

>>62559112

hedgefunds dont give a shit about TA

对冲基金才他妈不在乎技术分析

>futures

图片: https://i.4cdn.org/biz/1785836530817229.png

how do yous guys feel aboot the jobs report this friday(?)

你们对周五的就业报告怎么看？

>>62559107

If you did the opposite of what Reddit says you'd probably have a 70% success rate.

你要是跟Reddit反着来，成功率估计能有70%。

Anyone buying energy right now or is everyone just piling in to AI and be liquidated?

现在有人买能源股吗，还是大家都扎堆AI等着被收割？

图片: https://i.4cdn.org/biz/1785836634369951.png

>>62558966

How about I look at your socks

要不我看看你的袜子

>>62559119

priced in 35 years ago

35年前就price in了

>>62559121

Oh my….

No one has a clue what's happening.

没人知道到底在发生什么。

图片: https://i.4cdn.org/biz/1785836775916527.png

>>62559060

>Theres tons of places that extract oil but many just arent always active until the price hits a certain range.

能开采石油的地方多了去了，但很多地方不是一直开着，得等价格到一定区间才开工。

The US is the biggest producer in the world and perhaps the one with the most to gain in production from higher prices, since shale oil costs a lot to extract. You can look up the stats and see that production is basically unchanged this year. Don't run your mouth if you don't know what you're talking about.

美国是世界最大产油国，可能也是油价上涨中增产收益最大的国家，因为页岩油开采成本高。你可以查数据，看看今年产量基本没变。不懂就别瞎逼逼。

>>62559114

That seems dangerous I would have ordered it, then upon receipt I would say "THANK YOU SAAR FOR DOING NEEDFUL COME AGAIN' and never gone back there.

那太危险了，我会先下单，拿到手后说“谢谢大佬办了该办的事，下次再来”，然后再也不去那家了。

>>62559121

>energy (suppressed commodity for schizos that think silver will go to 1200 an oz and oil to 400 a barrel and loli will be legal after the collapse) is good

能源（被压抑的商品，适合那些觉得白银会涨到1200一盎司、石油会到400一桶、崩盘后萝莉会合法的神经病）是好东西

>massive earnings for AI companies is bad

AI公司赚大钱反而是坏事

>>62559120

Sometimes I feel that way about /biz/ too

我有时候对/biz/也有这种感觉

I think the "cycle" will be a thing. As ordering cools down by 2028, you'll see Micron peak over 300 billion and then earnings will decline. Stock prices will overcorrect

我觉得“周期”这事儿会成真。等2028年订单降温，你会看到美光市值冲破3000亿，然后盈利开始下滑。股价会过度回调

图片: https://i.4cdn.org/biz/1785837058058957.png

Korea recovered

韩国反弹了

Europe is neon green

欧洲一片荧光绿

Please Ameriyanks don’t fuck today up for once in your life.

求求美国佬了，这辈子好歹别再把今天搞砸了。

>>62559135

>something that has real value

有真实价值的东西

>something that is lines of code

几行代码的东西

AI is the the new shitcoin.

AI就是新的垃圾币。

>>62559138

For example the 2024 dump didn't even make sense.

比如2024年那次暴跌根本毫无逻辑。

A lot of these are driven by irrationality. Micron hits 2900 a share, then crashes back to 1400 a share in the next 'bear' in 2028.

这很多都是非理性驱动的。美光冲到每股2900，然后在2028年下一次“熊市”里又崩回1400。

图片: https://i.4cdn.org/biz/1785837164488568.png

>>62559143

Robots need the mother AI to function and robots are the next bubble (2029-2040) before skynet. Skynet will then unwisely invest into time travel only to find returns are disappointing and go bankrupt.

机器人需要母体AI才能运转，而机器人是下一个泡沫（2029-2040），之后才是天网。天网到时候会不明智地投资时间旅行，结果发现回报惨淡，直接破产。

>>62559107

Someone who is so programmed he “they”s someone in a 100% male field like high risk trading is not someone I regard as of a higher status than a commons dog.

一个被编程到连高风险交易这种纯男性领域都要用“TA”称呼别人的人，在我看来不比一条普通狗更高贵。

>>62559139

The selling will start 1 hour before open as is tradition sar.

抛售会在开盘前1小时开始，传统艺能了，老铁。

>>62559139

MU dumping -10% as soon as it hits 6:30

美光一到6:30就暴跌-10%。

图片: https://i.4cdn.org/biz/1785837560328038.gif

>>62559139

I said Korea was dumped out. Major usa institutions were buying friday and Morgan Stanley announced the juice was worth the squeeze over the weekend

我说过韩国被甩出去了。美国大机构周五在买，摩根士丹利还宣布这波挤压值得一搏。

bussy got it under control

老哥已经把这事拿捏住了。

图片: https://i.4cdn.org/biz/1785838052015327.jpg

>>62559170

>"the fed is being dragged into japans currency crisis"

>“美联储正被拖进日本货币危机”

>"dragged in"

>“被拖进”

图片: https://i.4cdn.org/biz/1785838450323849.jpg

>>62559170

But what about the Thailandization of Japan? We can’t let all the new streetwalkers down

但日本泰国化怎么办？我们不能让那些新站街的失望啊。

>>62559170

图片: https://i.4cdn.org/biz/1785838485109754.jpg

I'm gonna play some killing floor

我要去玩会儿《杀戮空间》。

yeeeeeeeah i don't think so bub

哎哟喂，我可不信啊老兄。

图片: https://i.4cdn.org/biz/1785838564225765.jpg

>>62559187

holy shit a talking animal

卧槽，动物说话了。

SOXS IS FUCKING TANKING WTFWTF

图片: https://i.4cdn.org/biz/1785838805542783.gif

>yields

There's just no credibility anymore.

现在真是一点可信度都没有了。

The tricks are not working.

这些花样都玩不转了。

Gunna have to cut spending or raise taxes if you want bondies to lend you money again uncle.

老叔，你想让债券人再借钱给你，就得砍开支或者加税了。

图片: https://i.4cdn.org/biz/1785838876732141.jpg

>>62559199

Once the Gulf stops redeeming yields will get heemed.

一旦海湾国家不再赎回，收益率就得被压上天。

>>62559183

The 1st one I hope?

希望是第一种吧？

>>62559194

Told you about staying too long in inverse ETFs. I told you dog

早告诉过你反向ETF别待太久。我警告过你了，兄弟。

>>62559200

This was an incredibly difficult sentence to decipher

这句话简直难译到爆炸。

>>62559201

What did they fuck up? I once played KF2 and I thought “yeah I can see how with friends and drugs this could be addicting”

他们到底搞砸了啥？我以前玩过《杀戮空间2》，心想“我懂了，跟朋友一起磕点药这游戏确实会上瘾。”

>AAOI

what the fuck

搞什么鬼

图片: https://i.4cdn.org/biz/1785839287576995.png

>>62559206

bot cant into chudspeak

机器人搞不懂魔怔黑话。

图片: https://i.4cdn.org/biz/1785839328577113.jpg

>>62558479

I don't even know what a node is.

我连节点是啥都不知道。

Anyways buy orcl.

总之，买甲骨文。

This has got to be the worst time for some newb like me to start day trading. Down 15k and I think I'm done with stocks for now. Are precious metals at least safe?

这绝对是我这种新手开始日内交易最烂的时机。亏了1.5万，我觉得股票暂时不碰了。贵金属至少安全点吧？

>>62559209

>zooms out

>拉远看

>its down 66%

>跌了66%

图片: https://i.4cdn.org/biz/1785839429043125.gif

chips vs memory stock evaluations just don't make any sense to me

芯片股和存储股的估值对我来说完全说不通。

you have amd/intel/arm/etc trading at 100+ p/e with the expectations that they will have actual decent profit in the next decade while memory is trading at p/e that's essentially the best case next decade scenario for chips right now

你有AMD/英特尔/ARM之类的在100多倍市盈率交易，指望它们未来十年真能做出像样的利润，而存储股的市盈率基本上就是芯片股眼下最好的十年情景了。

>b-but memory is cyclical

>但、但存储是周期性的啊

okay, 3 years later this will still be true

行吧，三年后这话照样成立。

>>62559178

Dragged by deez nuts

被爷的蛋拖着走。

图片: https://i.4cdn.org/biz/1785839544370222.jpg

>>62559213

>oh yeah I've never day traded before lemme give it a try hyuk

>哦对，我从没做过日内交易，让我试试嘿哈

>let me start with a small amount like 15 thousand dollars

>让我从小额开始，比如1.5万美元

Can someone explain this chart because it makes no fucking sense. Why do the red candles move the price up? Why do the green candles move the price down?

有人能解释一下这个图吗？因为它他妈完全没道理。为什么红K线把价格推上去？为什么绿K线把价格砸下来？

图片: https://i.4cdn.org/biz/1785839585490305.jpg

>>62559103

Financially speaking she's been eating taco bell lettuce and you're going to be the second cryptospora fatality

从财务角度说，她一直在吃塔可钟的生菜，而你即将成为第二例加密孢子致死案。

>>62559083

Trust the plan, patriot.

相信计划，爱国者。

>>62559218

It’s bc regular old dram is a commodity that is literally sold by the kilo.

就是因为普通DDR内存是种按公斤卖的大宗商品。

>>62559215

I bought the dip at 80 and now it's 120+ after 4 days. Maybe I should sell some today.

我80块抄底，4天后涨到120多了。也许今天该卖点。

>earnings are on Thursday

>周四发财报

图片: https://i.4cdn.org/biz/1785839669154375.jpg

>>62559107

>Why yes, I do get my financial advice from boomer sexpest doordash drivers larping as sensible investors, how can you tell?

>没错，我的理财建议就是来自那些假装理性投资者的老登性骚扰外卖骑手，你怎么看出来的？

图片: https://i.4cdn.org/biz/1785839886562482.jpg

>>62559222

>opens green

>开盘红

>closes red, lower than the previous close

>收盘绿，比昨收还低

simple as

就这么简单

>>62559220

No anon I lost 15k. I started with 80k. You don't have to be an ass about it. I clearly stated I was new

别这样啊兄弟，我亏了1万5。我本金才8万。你不用这么刻薄吧。我都说了我是新手。

>>62559207

KF2 was fine after they fixed it, but KF3 is just ruined by the corporate brainlets who acquired Tripwire. Forced the devs to throw in a bunch of ideas from other currently succesful games thinking that's how you make money in gamedev. Alientated the old playerbase, didn't attract a new one. Grungy horror vibe is gone and replaced with some cyberpunk bullshit. Bad optimization and lack of features on top of that. Just garbage in every way.

KF2修完其实还行，但KF3被收购Tripwire的那帮公司脑瘫给毁了。逼着开发塞了一堆当前热门游戏的玩法，以为这样就能在游戏行业赚钱。老玩家得罪光了，新玩家也没吸引来。那种脏兮兮的恐怖氛围没了，换成了一堆赛博朋克垃圾。优化烂外加功能缺失。全方位垃圾。

I just took a big molten steamy soft serve dump.

我刚拉了一泡又大又烫又软的大便。

>SPCX is one of the most active options chains

>SPCX是最活跃的期权链之一

>there is a parallel society of people who try to make it off this and who cry blood, sweat, and tears over this, in a company known for its completely unpredictable stock price and where Elon tweets are a key determinant

>有一群平行社会的人靠这个讨生活，为这个哭天喊地流血流汗，而这家公司股价出了名的完全不可预测，马斯克的推文还是关键决定因素

图片: https://i.4cdn.org/biz/1785840077591927.png

>>62559225

Ok, but it's trading at multiples that imply the price will keep rising. And if the price of memory actually does keep rising then gpu makers will lose a lot of their margin(all that cash will go to the memory makers instead).

好吧，但现在的估值倍数意味着价格还会继续涨。而且如果内存价格真的继续涨，GPU厂商会损失大量利润（那些钱都会流进内存厂商口袋）。

It's either going to be one or the other, how the fuck is the market predicting both?

肯定会二选一，市场他妈的怎么两个都预测？

And is there a way to make money by isolating the 2 possible outcomes?

有没有办法把两种可能分开来赚钱？

>futures

>soxl

图片: https://i.4cdn.org/biz/1785840144999361.jpg

>>62559241

Is that the BBC tattoo on her cheek?

她脸上那是BBC的纹身吗？

>>62559244

Looks like an M to me, probably the logo of some American university.

我看着像M，可能是某所美国大学的标志。

>>62559234

I booted up the first one and the only us servers anyone was playing on were those stupid defense maps where everyone just sits in one spot and shoots zombies forever

我开了第一部，美国服务器有人玩的只有那些傻逼防守图，大家就蹲在一个点永远打僵尸。

It might actually be over for SOXS

SOXS可能真的要完蛋了

>>62559238

>SPCX is one of the most active options chains

>SPCX是最活跃的期权链之一

Like in many meme stocks, the big boys are hedged and the retail goyim carry the heavy bags. Nothing new under the sun.

跟很多妖股一样，大玩家早对冲好了，散户韭菜扛大包。太阳底下没有新鲜事。

图片: https://i.4cdn.org/biz/1785840489830072.jpg

>>62559170

golb

图片: https://i.4cdn.org/biz/1785840508439374.jpg

Who the fuck told us to buy soxs

他妈的谁让我们买soxs的

>>62559249

>probably

her friends sweater literally says Michigan.

她朋友的毛衣上明明写着Michigan。

I forgot never to use this general when slav(e)s are awake.

我忘了夜间模式千万别用这个版。

图片: https://i.4cdn.org/biz/1785840628099331.jpg

>>62559253

Who made this?

谁做的这个？

图片: https://i.4cdn.org/biz/1785840639586316.jpg

>>62559257

>he actually bought SOXS

>他真的买了SOXS

图片: https://i.4cdn.org/biz/1785840699216049.jpg

OY SCOTTY SHOWED HIS BUSSY JUST NOW

>>62559257

Sorry

图片: https://i.4cdn.org/biz/1785840755918799.png

>>62559010

Sell 295 CSPs until you get assigned. Good way to enter. Long term AAPL will be 350+

一直卖295的CSP直到接货。进场的好办法。长期来看AAPL会到350以上

>>62559264

>Qatar: Language has been drafted on a possible US-Iran deal

>卡塔尔：美伊协议草案语言已拟好

I will be using the profits from shorting oil to invest in some lil' smiggers, these guys are the next pokemon cards I tells ya! Its like shrimp farming on land!

我要用做空石油赚的钱去投点小幺蛾子，这些货就是下一代的宝可梦卡我跟你说！就像陆地养虾一样稳！

图片: https://i.4cdn.org/biz/1785840846102053.png

>>62559264

Kek

图片: https://i.4cdn.org/biz/1785840848154826.jpg

I felt a great disturbance in the Market, as if millions of oil baggots suddenly cried out in terror and were suddenly silenced.

我感受到市场中有巨大的扰动，仿佛数百万石油套牢者突然惊恐地尖叫，然后瞬间沉默了。

>>62559249

M for MU and MSFT

M代表MU和MSFT

cat up 9% in premarket, rest of my port green af, whats goin on? what kind of joke is this ?

cat盘前涨了9%，我其他仓位全绿得不行，这啥情况？什么玩笑这是？

Easy money: day number 2

轻松赚钱：第二天

I sold during early red yesterday

昨天早盘红的时候我卖了

>>62559277

another hedge fund who was deliberately kept out of the loop died

又一家对冲基金被刻意蒙在鼓里，直接爆了

Can the market take a shit today... I really wanna slurp more

今天大盘能不能拉坨大的... 我真想再多吸点

>>62559277

big earnings week

财报重磅周

>>62559277

It's called "emerging from the bottom"

这叫"触底反弹"

Is the bubble bubble popped?

泡沫是不是已经破了？

>>62559257

>/smg/ shilled the picotop again

>/smg/ 又在那吹皮克顶了

kek

woooow look at OIL tanking, guess spx will pump some more today

哇哦看看油价暴跌，猜标普今天又要往上冲一波了

>caterpillarGODS

图片: https://i.4cdn.org/biz/1785841946980392.jpg

>>62559268

>>Qatar: Language has been drafted on a possible US-Iran deal

>>卡塔尔：美伊协议相关措辞已拟定

ITS FUCKING OVER FOR BERS, WE´RE BACK TO GETTING DAILY PEACE DEALS!

$MCD

McDonald’s Q2 2026 Earnings

麦当劳 2026 年第二季度财报

- Adj EPS $3.38 (est $3.32)

- 调整后每股收益 $3.38（预期 $3.32）

- Rev. $7.10B (est $7.12B)

- 营收 $71.0亿（预期 $71.2亿）

- US Comp Sales +0.8% (est +0.93%)

- 美国同店销售 +0.8%（预期 +0.93%）

- IDL Comp Sales +1.9% (est +2.05%)

- 国际开发许可市场同店销售 +1.9%（预期 +2.05%）

- IOM Comp Sales +1.5% (est +1.53%)

- 国际运营市场同店销售 +1.5%（预期 +1.53%）

- Comp Sales +1.3% (est +1.39%)

- 整体同店销售 +1.3%（预期 +1.39%）

It's over.

完了。

图片: https://i.4cdn.org/biz/1785842119946975.jpg

>>62559257

>He listened to the perma bears

>他听了那些永久空头的话

At least you won't make that mistake again, newfriend

至少你下次不会再犯这错了，新来的

图片: https://i.4cdn.org/biz/1785842247418021.png

tfw 39% upp over a year but this general makes me feel like if im not up 200% im a blebian

一年涨了39%但我还是觉得没赚200%就是废物，这大盘真把我整不会了

>>62559277

The data centers will be built and CATgods will provide the tools

数据中心迟早要建起来，CAT神会提供工具的

>>62559257

there are many many factors that will sink a stock half of which are synthetic (retail shortsellers and hedgefunds) and can be powerful influences on the stock price

能把股价砸下去的因素太多了，其中一半是人为制造的（散户做空和对冲基金），对股价能产生极大的影响力

HOWEVER

there is an extreme bias towards UP that can catch you off guard when you least suspect it and it's primarily because of the synthetic nature of the inverse price action, investors, retail and institutions and the companies themselves want GAINS and will do what it takes to keep that going

市场对上涨有极端的偏向性，最不设防的时候就把你打个措手不及，主要就是因为逆向价格走势是人为制造的，投资者、散户、机构还有公司本身都想要涨，会不择手段维持这个势头

regardless of whether youre TEAM UP or TEAM DOWN you need to define your risk before you take your trade but also cut out at your price target

不管你是做多还是做空，开仓前就得定好风险，到目标价也要果断止盈

>>62559308

I was up 500% for the year, now I'm down -5% on pre-market, because I was in semis leveraged. Looks like today I will flip green YTD again.

我今年一度涨了500%，现在盘前亏了-5%，因为我杠杆买了半导体。看这样子今天YTD又得翻绿了。

>>62559317

What da helly, ropeable desu.

搞什么鬼，气死我了。

>>62559303

>Up 4%

>Expecting Ronald McDonald to get clowned on

>等着看麦当劳叔叔被群嘲

>In a clown market

>在一个小丑市里

>Its literally his market smigger

>这本来就是他的主场，懂？

>He has the home advantage

>他有主场优势

图片: https://i.4cdn.org/biz/1785842520061565.png

Ive been shitting hot fire from the spicy ranch I made yesterday as part of dinnermeal.

我昨天做的辣味牧场酱配晚饭，现在拉屎跟喷火似的。

Something is afoot. I smell a hidden bear.

有点不对劲。我闻到有隐藏的空头。

Yeeeeeaaaaah, I don’t think this semen slurping gay nigger bubble telenovela market is for me anymore.

耶......我觉得这个精液吮吸的基佬泡沫肥皂剧市场不适合我了。

I also don’t want to keep money in bonds or treasuries, of any country really, because the banks over the world are getting forced into quotas on that garbage like it’s subprime.

我也不想把钱放债券或国债里，哪个国家的都不放，因为全球银行都被逼着按配额买这些垃圾，就像当年次贷一样。

Fuuuuck, What to do, what to do? Metals? Energy?

操，怎么办，怎么办？金属？能源？

I might as well go with emerging market equities at this rate.

照这形势我还不如直接去搞新兴市场股票。

What’s even the downside to emerging markets anyways? The volatility? AI niggers already are causing that in spades in the “adult” markets.

新兴市场到底有啥坏处？波动大？AI那帮傻逼在"成年人的"市场里搞得波动还不够大吗。

If momentum is already pushing them to out perform the S&P I might as well…

如果势头已经推动它们跑赢标普了，那我还不如...

图片: https://i.4cdn.org/biz/1785842971908487.png

>>62559329

how can the markets keep emerging if they just announced publicly they want to reduce population by 4 billion people?

他们刚公开说要减少40亿人口，市场还怎么"新兴"得起来？

>>62559329

Emerging Markets are right now almost just a TSMC+Samsung+SK Hynix vehicle because these are the dominant companies in that bag.

新兴市场现在基本就是台积电+三星+SK海力士的代名了，因为这一篮子里的主力就是这几家。

>>62559331

Fuck me then, you literally can’t escape this shit if you wanted to.

卧槽，那真是想跑都跑不掉这破玩意儿。

图片: https://i.4cdn.org/biz/1785843159945920.jpg

>>62559333

You can go for Poorland or Spain indices.

你可以去搞穷国指数或者西班牙指数。

Why's GOOGL falling? It's fucking over. The American economy is TOAST.

GOOGL为啥在跌？完蛋了。美国经济彻底糊了。

>>62559331

>>62559333

Trips of truth. All roads lead to AI shit. Whatever stock you pick, it will in some way be connected to it. I bought some BMW recently and the fucking stock went up when semis were tanking and then dumped again once they went back up.

大实话。条条大路通AI。你选哪只股，多多少少都跟它沾边。我最近买了点宝马，结果半导体崩的时候它倒涨了，等半导体反弹了它又跌回去了。

>>62559325

you read your toilet bowl like other people read tea leaves eh?

你读你马桶里的水渍，就像别人读茶叶渣子一样是吧？

>>62559329

VIOO nigga, go with mature small caps

VIOO，兄弟，搞成熟的小盘股。

>>62559333

You could trade Palworld cards

你不如去炒幻兽帕鲁卡牌。

>>62559346

damn, should have chosen pic before posting

靠，发帖前应该先选好图。

图片: https://i.4cdn.org/biz/1785843693136346.jpg

>>62559333

Go Vietnam

去越南吧。

VIETNAM NUMBA 1

NO FANCY SCHMANCY TECH

JUST TEXTILES & THE LIVELEAK FACTORY

YOU BUY

YOU BUY DIDDY NOW

图片: https://i.4cdn.org/biz/1785843734286773.png

>>62559340

Was it BMW that recently introduced ads on their in car displays?

是不是宝马最近在车载屏幕上搞广告？

>>62559199

The bond shit is much worse than people know or realize.

债券那摊子烂事比人们知道或意识到的严重多了。

Fuck, let me out of this fake capitalism clown world already.

妈的，赶紧让我离开这个假资本主义小丑世界吧。

>>62559180

They're already whores they just dont have the english to capitalize

他们本来就是婊子，只是英文不好没法变现而已。

>>62559352

Yup, lel. The company has no future, just like most big German companies nowadays. It was only a short term play for me.

对，哈哈。这公司没前途，跟现在大多数德国大厂一样。对我来说就是个短线操作。

>US Treasury Secretary Bessent: May Have A Deal With Iran Today Or Tomorrow To Open Hormuz

>美国财长贝森特：今明两天可能跟伊朗达成协议，重开霍尔木兹海峡

>- Deal Would Be Freedom Of Movement - No Tolls #OOTT

>- 协议将保证通行自由 - 不设通行费 #OOTT

Omg, may or may not, pakistanstyle announcement

天呐，可能是也可能不是，巴基斯坦式官宣。

>>62559363

>No Tolls

>不设通行费

>(but fees)

>（但收手续费）

图片: https://i.4cdn.org/biz/1785844287661293.png

>>62559363

>No tolls

>不设通行费

lol.

Gonna wait until the dumb burgers wake up so they sell some more, I'll buy their cheapies

等着那帮傻老美起床再多抛点，我接他们便宜的货。

Hourly peace deal pamp.

每小时一条的和平协议消息，拉盘呢。

>>62559368

what stage are we in rn

现在到哪一步了？

trump saying there's a peace deal or iran saying there are no talks

是川普说有和平协议，还是伊朗说根本没什么谈判？

>>62559363

>>62559365

There will be no tolls but there will be administrative fees to manage the new Strait authority

不会有通行费，但会有管理新海峡管理局的行政费用。

>>62559230

what the fuck

搞什么鬼

>>62559368

>Iran denies any prospect of a peace deal

>伊朗否认有任何和平协议的前景

>Houthis drone strike Saudi airport

>胡塞武装无人机袭击沙特机场

>"Hmm, I think I'll believe Trump for the 11th time instead of engaging with reality"

>“嗯，我决定第十一次相信川普，而不是面对现实”

The finance sector is mentally incapacitated

金融圈这脑子已经废了。

图片: https://i.4cdn.org/biz/1785844546528378.jpg

>>62559225

That doesn't make sense because you can buy as many old phones and computer parts as you want, no one looks at Apple and says

这说不通啊，因为你想买多少旧手机和电脑配件都行，没人会看着苹果说——

>you can buy an Iphone 8, so why would anyone buy an iphone 16?

>你能买到iPhone 8，那凭啥还有人买iPhone 16？

图片: https://i.4cdn.org/biz/1785844664629205.png

>>62559222

japanese candles are different.

日本蜡烛图不太一样。

>>62559257

it was being shilled for 3 weeks since the Big Slide on July 13th (BLACK MONDAY) but like with everything else everyone shorting memory is now going to swing semiconductors the other direction.

从7月13号大崩盘（黑色星期一）开始吹了三周了，但跟其他所有东西一样，现在所有做空存储芯片的人都要转向反向做多半导体了。

>>62559373

The market has become paralyzed into a state of autopilot.

市场已经瘫痪成自动驾驶状态了。

>>62559373

Kamala is a whore.

卡马拉就是个婊子。

>>62559257

>buying penny stocks

>买仙股

its amazing that people have stopped posting the "deal when market opens" "death to ayatollah when it closes" meme, despite the fact that it has accurately described every week for almost half a year straight

真神奇，大家已经不发那个“开盘的时候说达成协议”“收盘的时候诅咒阿亚图拉”的梗图了，尽管这个梗差不多半年每星期都精准命中。

memory gonna POOMP today

存储今天要暴涨。

>>62559386

incredible kneejerk response

这膝跳反应也是绝了。

>>62559391

I just fell out of a coconut tree

我刚从椰子树上掉下来。

so i guess chinese dram ban soon? they just announced ban on optical receivers, which means all the chinkshit production wont matter

那我觉得中国内存禁令快来了吧？他们刚宣布禁光模块接收器，那中国那些破生产全白搭。

>>62559330

>reduce population by 4 billion people

>把人口减少40亿

so remove india, africa and the shitty parts of south america? sounds like an overall better world

所以把印度、非洲和南美那些烂地方去掉？听起来确实是个更好的世界

75-100% Cash Gang what are we doing this week?

75-100%现金帮这周搞啥？

>didn't buy SNeeDK at 1000 to buy KO and play it safe instead

>没在1000买SNeeDK，反而买KO求稳

This shit is gonna open at 1700 on Thursday.

这玩意儿周四开盘得1700。

signs of another historic peacedeal are emerging. smart traders are reacting accordingly.

又一个历史性和平协议的迹象冒出来了。聪明交易员已经在跟着动了。

图片: https://i.4cdn.org/biz/1785845337226729.jpg

>>62559391

>>62559394

the character he posted is kamala khan from marvel's miss marvel and she is a whore.

他发的那角色是漫威惊奇女士里的卡玛拉·克汗，她就是个骚货。 ♓ 等着我那些烂股票选择全翻盘，把钱给我吐回来。

>>62559398

Waiting for all my horrible choices in stocks to turn around and give me my money back.

等着我那些烂股票选择全都回头，把钱还给我。

>>62559399

1700 is literally the resistance, if I was a "bought at 1000 guy" instead of a "huge pussy guy" I would sell at 1700 and lock in those profits.

1700就是明摆着的阻力位，我要是“千元买入哥”而不是“怂逼哥”，我就在1700卖掉锁利润。

>>62559396

Honestly I hope cheetus waits a month. If all memory does like it did in march (recover, then dump back down) along with the september dump, Micron at 800 is the perfect point to buy and ride it up when it posts historically big profits.

说实话我希望cheetus再忍一个月。如果走势跟三月一样（反弹一下又砸回去），再加上九月的暴跌，美光到800就是完美的买点，等它报出历史级大利润时坐等拉升。

>>62559404

Well, I just like making fun of kamala harris. Its not any deeper than that.

嗨，我就是爱调侃卡玛拉·哈里斯。没比这更深的意思。

With the yen carry finished, DRAM collapsing, the AI sales pitch reaching the point where Sam Altman literally says they're building a genie that can grant any wish, the fed straining to hold back on hikes for as long as possible, Hormuz remaining firmly under Iranian control, US allies now seeking redundancy to avoid single points of failure that could be used against them, China becoming energy self-sufficient, and so on, it really feels like every piece of recent news has been screaming that we're at the end of the road for US hegemony.

日元套利完蛋了，DRAM崩了，AI那套推销话术连山姆·奥特曼都公开说他们在造一个能实现任何愿望的神灯，美联储硬撑着不加息能拖多久拖多久，霍尔木兹还牢牢握在伊朗手里，美国盟友开始找备用方案避免被单一故障点拿捏，中国能源已经自给自足，等等等等——感觉最近每条新闻都在吼：美国霸权快到尽头了。

>>62559407

Then you aren't Cash Gang.

那你就不配叫现金帮。

>>62559411

Thanks, chink. I'll read about it in the Tianenmen Square Tank Man newspaper

谢了，小黄。我会在天安门坦克人报上读读。

>>62559398

Losing to inflation.

正在输给通胀。

If you have suggestions that aren’t b*nds or AI exposed equities, I am a restless af mumu ready to hear you out.

你如果有不是b*nds或AI曝险股票的建议，我是个坐不住的mumu，洗耳恭听。

>>62559412

I am 75% in cash, the 25% not in cash is raped to hell by the memory selloff.

我75%现金，那25%没拿现金的被内存股抛售干得稀碎。

I will bake.

我会烤点东西。

Anon you should have bought :(

兄弟你该买的 :(

图片: https://i.4cdn.org/biz/1785845796956354.jpg

Nice, new copper ATH

不错，铜又创新高了。

图片: https://i.4cdn.org/biz/1785845847708458.jpg

I have acquired 2 AMDs. Should've bought yesterday but fuck me in the ass I guess. This is your top signal, by the way.

我搞了两手AMD。昨天就该买，但我他妈真是活该。顺便说，这就是你的见顶信号。

图片: https://i.4cdn.org/biz/1785845922428624.jpg

>>62559411

>Sam Altman literally says they're building a genie that can grant any wish

>山姆·奥特曼亲口说他们在造一个能实现任何愿望的神灯

He's correct though.

他说得没错啊。

ENVISION

It's 2035 and you're in your home office looking over some documents. Your office is 3d printed. Your house is 3d printed. The house is near a white place full of attractive white women. They are in bikinis, sunbathing outside. You get an order. Someone wants 1500 buttplugs, custom made. You fire up your 3d printer after pouring in the plastic. Then you take a nap. Your robot wakes you up. The order is finished. The robot has packaged all the orders into boxes to be shipped out with labels from your laserjet printer. All of this is automated by your personal AI that handles all these tasks for you, designing designer custom buttplugs in autocad. Your personal delivery drone carries the boxes by air to the fortified Mail Citadel, which is protected from roving negros. You hear a knock at the door. Random bikini slut wants to give you a lapdance in exchange for money. Life is good. Outside in the wastes incels and fat chicks fight for AI tokens to stay alive. You're glad you accepted robotics and AI as natural and normal.

现在是2035年，你坐在家庭办公室里翻看文件。你的办公室是3D打印的。你的房子也是3D打印的。房子旁边有个白人社区，全是漂亮白人妞。她们穿着比基尼，在外面晒日光浴。你接到一单生意。有人要1500个定制肛塞。你倒进塑料颗粒，启动3D打印机。然后你去打了个盹。机器人把你叫醒。订单已完成。机器人把所有货打包进纸箱，贴上激光打印机打出的标签，准备发货。这一切都由你的个人AI自动搞定，它还在AutoCAD里设计定制款肛塞。你的个人送货无人机把箱子空运到加固的Mail Citadel，那里防着四处乱窜的黑鬼。你听到敲门声。一个随机出现的比基尼骚货想用钱换你一场大腿舞。生活真美好。外面废土上，incel和胖妞们为了AI代币抢得你死我活。你庆幸自己当初把机器人和AI当成自然而然的事来接受。

>>62559426

>>62559426

>>62559426

>>62559426

>>62559426

Migrate

New >>62559427

New >>62559427

New >>62559427

Migrate when ready

准备好了就迁移

>>62559398

On the verge of breaking and re-entering a TQQQ position with a strict stop loss. Oh, cash has been correct but my resolve is fading

我快扛不住了，准备重新进TQQQ，严格设止损。唉，持有现金一直是对的，但我的意志力在崩溃

>>62559429

Fucking dope. Did you not read. I said I was baking

牛逼爆了。你丫没看帖吗。我说了我正在烤面包

>>62559428

>>62559429

26, 27

>>62559428

You were first and you linked the previous, so I will go there.

你是第一个，你链接了上一帖，那我去那边。

Sorry, >>62559429.

抱歉，>>62559429。

>>62559432

>Did you not read

>你丫没看帖吗

They are 1 post apart, kek. I was baking when you posted.

他俩就隔一个帖，kek。你发帖的时候我正在烤面包。

We can recycle it.

我们可以回收它。

>>62559422

If you need to use Catepilar then you also need copper.

你要是用Catepilar，那也得要铜。

>>62559435

>linked the previous

>链接了上一帖

Kek, I was delayed because I was linking all the unlinked previous threads.

Kek，我慢了是因为我在把所有没链接过的上一帖都挨个链上。

We can reuse it if jannies don't delete it.

只要版主不删，咱们还能再用一次。

>>62559416

Damn.

>>62559415

Not yet.

还没。

>>62559430

>resolve is fading

>意志力在崩溃

Remember Newton!

记住牛顿！

>>62559445

Well I'm fucking blind. Expected it at the bottom lmao

靠，我他妈瞎了。我以为它还在底部，lmao

>>62559490

heh, no worries.

嘿嘿，没事。

I put them on top this time as a reminder to the next baker. None of the smg threads in catalog have a Previous in the OP.

这次我把它放在顶部，提醒下一个烤面包的。目录里那些smg帖，没有一个在OP里写"上一帖"的。

>>62559257

I did. I got out with a small profit before my position broke even. Now I'm planning to buy back into SOXS at an even lower average price.

我跑了。在仓位回本之前，我小赚一笔就撤了。现在我在计划以更低的均价买回SOXS。

BOFA: MICRON PULLBACK IS A BUYING OPPORTUNITY BofA reiterated its Buy rating and $1,550 price target on Micron, calling the recent selloff an "enhanced buying opportunity." The bank expects memory pricing to normalize from 2027–2028, but says fundamentals remain strong. BofA forecasts FY2028 EPS of ~$150, with a bear case of ~$100, still far above the prior cycle peak of ~$12. It also sees China's CXMT as "not a threat in AI" and says strong AI memory demand should continue supporting pricing.

美银：美光回调是买入机会 美银重申对美光的买入评级和1550美元目标价，称最近的抛售是"增强型买入机会"。该行预计内存价格将在2027-2028年间恢复正常，但表示基本面仍然强劲。美银预测2028财年EPS约为150美元，悲观情形下约100美元，仍远高于上一轮周期峰值约12美元。该行还认为中国长鑫存储(CXMT)"在AI领域不构成威胁"，并称强劲的AI内存需求应继续支撑价格。

thoughts?

how long are you al gonna be holding these memorieses?

你们这帮人打算把这些内存拿多久？

>>62559624

Dont do that unless you like losing money.

别这么干，除非你喜欢亏钱。

dont buy inverse leverageds "at the bottom". The usual rules don't apply for them. Even if semis crab, SOXS won't stay at that bottom, it will chop even lower.

别在"底部"买反向杠杆产品。常规规则对它们不适用。就算半导体横盘，SOXS也不会停在这个底部，它会继续往下阴跌。

ATH? Wtf

I should just stop trading, nothing makes sense to me.

我真该收手不交易了，啥都看不懂。