2026年8月7日 · 星期五
● 每日更新·改变自己
Eurekar·TOP
捕捉真实世界的英语信号
25信息来源
10,499精选文章
168单词卡片
18照片图片
全部7,114口语2,068免费777帖子3,025新闻1,599hackernews797tmz616techmeme532slashdot379随笔323techcrunch295外刊291arstechnica288Cards168simonwillison100动态69bloomberg59sethgodin50图片18youtube7

/smg/ - stock market general

/smg/ - 股市综合帖

4chan /biz/ · Anonymous · 2026-08-05 20:38 · 278 帖 · 原文 ↗

← 上一篇返回列表下一篇 →
#1 /smg/ - stock market general / /smg/ - 股市综合帖
Anonymous · 2026-08-05 20:38

all earnings are bad earnings edition

所有财报都是坏财报版本

>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/1785962301966695.png

#2 No.62566479
Anonymous · 2026-08-05 20:38

Wen?

#3 No.62566483
Anonymous · 2026-08-05 20:39

> futures

>期货

附件: https://i.4cdn.org/biz/1785962363989657.webm

#4 No.62566490
Anonymous · 2026-08-05 20:41

>>62566483

What's his problem?

他什么毛病?

#5 No.62566494
Anonymous · 2026-08-05 20:41

>Futures and Currents

>期货和现货

图片: https://i.4cdn.org/biz/1785962517508785.gif

#6 No.62566497
Anonymous · 2026-08-05 20:42

>>62566490

he missed camp swim day

他错过了夏令营游泳日

图片: https://i.4cdn.org/biz/1785962560343899.jpg

#7 No.62566499
Anonymous · 2026-08-05 20:42

I saw pretty much every huge beat this season resulted in a sell off. So I shorted sneedisk before close and closed it for $100. Thank you for your attention to this matter!

我看到这季度几乎每个大超预期的财报都导致抛售。所以我在收盘前做空了sneedisk,平仓赚了100美元。感谢各位关注此事!

图片: https://i.4cdn.org/biz/1785962571067653.jpg

#8 No.62566501
Anonymous · 2026-08-05 20:43

My cope is market will slurp tomorrow since literally every company is posting record earnings.

我的自我安慰是明天市场会把这波全吸回去,因为基本上每家公司都在报创纪录的收益。

#9 No.62566502
Anonymous · 2026-08-05 20:43

>Presents

#10 No.62566504
Anonymous · 2026-08-05 20:44

> Futures

>期货

图片: https://i.4cdn.org/biz/1785962646892301.png

#11 No.62566506
Anonymous · 2026-08-05 20:44

FLNC...

#12 No.62566508
Anonymous · 2026-08-05 20:44

The question of the year is:

年度之问是:

Where will SPCX bottom?

SPCX会在哪里触底?

#13 No.62566509
Anonymous · 2026-08-05 20:45

I lost all my money to sandisk

我所有的钱都赔在sandisk上了

I really thought I was in for a ride when I finally went away from the sidelines and went in deep and took my position

我以为我终于从场外杀进来、重仓进场、拿下头寸就能坐等起飞

I knew it was expensive, but I couldn't wait out any longer, I lumpsummed when it was 2k per share

我知道它贵,但我实在等不下去了,每股2000的时候我一把梭了

I will wait, my thesis will playout, but I'm just wondering where I went wrong all along

我会等,我的逻辑会兑现的,我只是想知道我到底哪一步走错了

#14 No.62566510
Anonymous · 2026-08-05 20:45

>Todays

图片: https://i.4cdn.org/biz/1785962716339703.gif

#15 No.62566511
Anonymous · 2026-08-05 20:45

So how red would sndk and wdc be if they'd actually missed? -30%? -50%? -100%?

要是sndk和wdc真没达标,该跌多惨?-30%?-50%?-100%?

图片: https://i.4cdn.org/biz/1785962726184070.jpg

#16 No.62566513
Anonymous · 2026-08-05 20:45

>yesterdays and todays

>昨天和今天

图片: https://i.4cdn.org/biz/1785962745153727.gif

#17 No.62566514
Anonymous · 2026-08-05 20:45

ELF REVENUE UP BIGLY

STOCK DOWN SMALLY

BUY BUY BUY

图片: https://i.4cdn.org/biz/1785962754255955.jpg

#18 No.62566517
Anonymous · 2026-08-05 20:47

>>62566514

I was thinking the same

我也在想同样的事

#19 No.62566519
Anonymous · 2026-08-05 20:48

>>62566509

1Y +3000% stock price / +300% revenue growth. That's really all it is. Forward looking and all, but this costco SD card company is overbought

一年股价+3000% / 营收增长+300%。就这么回事。前瞻估值什么的,但这家costco牌SD卡公司已经超买了

#20 No.62566520
Anonymous · 2026-08-05 20:48

>>62566509

You're supposed to buy the dip lad.

你应该逢低买入啊兄弟。

Not for $2000.

2000块可不是低点。

#21 No.62566523
Anonymous · 2026-08-05 20:49

>SNDK giga beat earnings again

>SNDK又tm大超预期

>dumping

Sasuga

#22 No.62566524
Anonymous · 2026-08-05 20:49

BBCQ extraordinary general meeting on August 25th to say oui to merger with Pasqal. Listing roughly month from that.

BBCQ 8月25日开临时股东大会,对与Pasqal的合并投赞成票。差不多一个月后上市。

图片: https://i.4cdn.org/biz/1785962998048230.gif

#23 No.62566525
Anonymous · 2026-08-05 20:50

>>62566509

>>62566519

but market's not rational so i could be 1000% wrong. that's why im staying the fuck away from MU and SNDK plenty of other trades

但市场不是理性的,所以我可能错得离谱。这就是为啥我离MU和SNDK远远的,有的是别的交易机会

#24 No.62566527
Anonymous · 2026-08-05 20:50

>another company reporting 200%+ earnings beat

>又一家公司报出200%+超预期财报

>Dumps for no reason

>莫名其妙就砸盘

The funniest thing is that everyone, even memory fudders like Apple, say that memory supply is fucked for the next 3 years but apparently that is priced in.

最搞笑的是,所有人都说存储供应未来三年要完蛋,连苹果这种搞内存擦写的也这么说,结果这居然已经price in了。

#25 No.62566528
Anonymous · 2026-08-05 20:50

>>62566508

It already dumped.

早就跌过了。

#26 No.62566529
Anonymous · 2026-08-05 20:51

>>62566511

same actually.

确实如此。

institutions bought puts for 1300, so that's where it goes. it's all that matters.

机构买了1300的看跌期权,所以就会跌到那。别的都不重要。

#27 No.62566530
Anonymous · 2026-08-05 20:51

>>62566508

69

#28 No.62566531
Anonymous · 2026-08-05 20:52

14 billion more to Sandisk's repurchase program

又给Sandisk回购计划砸了140亿。

#29 No.62566533
Anonymous · 2026-08-05 20:53

>>62566514

What made it drop from 200? Is it bullish enough for another 130? Looks good, I'm tired of memory and AI.

什么原因让它从200跌下来的?够不够强再涨到130?看起来不错,但我已经对存储和AI厌烦了。

#30 No.62566535
Anonymous · 2026-08-05 20:53

>>62566529

how does that work?

这怎么操作?

someone else might buy calls

可能别人会买看涨期权。

its not like they all choose the same play

又不是所有人都选同一个策略。

its illegal to do that too

那样做也是违法的。

#31 No.62566537
Anonymous · 2026-08-05 20:53

>a lot of korean liquidations. as per usual.

>一堆韩国人爆仓,老套路了。

I thought they banned levera-

我以为他们禁止杠杆——

>After Tasting Sharp Losses, Retail Investors Flock to 3x Leverage as 2x Products Are Restricted

>零售投资者遭遇惨痛亏损后,因2倍产品受限而涌入3倍杠杆。

>https://www.asiae.co.kr/en/article/2026080416131786841

Lmao.

#32 No.62566540
Anonymous · 2026-08-05 20:54

>>62566537

You have to admire chinks gambling.

不得不佩服那些中国佬的赌性。

#33 No.62566542
Anonymous · 2026-08-05 20:54

>>62566537

3x leverage is safer for the market compared to 2x because people get liquidated fast so it normalizes faster

3倍杠杆比2倍对市场更安全,因为人爆仓快,恢复得也快。

#34 No.62566543
Anonymous · 2026-08-05 20:54

>sandisk posted RECORD earnings SMASHING wall street's last minute consensus

>Sandisk发了创纪录的财报,碾压了华尔街最后一刻的预期

>but their guidance called for only 10.8 billion next quarter, wall street consensus was 11 billion

>但他们的指引说下季度只有108亿,华尔街预期是110亿

Nigga how is that a reason to dump

卧槽这算什么理由要跌?

#35 No.62566548
Anonymous · 2026-08-05 20:55

>>62566543

It was going to dump no matter what, the real question is how it will do AH and on open

不管怎样都会跌的,真正的问题是盘后和开盘怎么走。

#36 No.62566550
Anonymous · 2026-08-05 20:55

>>62566501

It's a bad cope because this market is ultra fake and gay, and the worst posters are always the ones who look at the fake and gay and come up with shit like

这借口太烂了,因为这个市场又假又恶心,最垃圾的发帖人总是盯着那些假象然后编出一堆屁话,比如

>well it makes sense it dumpedi f you look at the TA and billionaire Jewish name's explanation for why he shoves WDC drives up his asshole in sex play

>嗯,如果你看技术分析和那个犹太亿万富翁的名字解释他为什么性游戏时把WDC硬盘往自己屁股里塞,那跌就说得通了

Autistic tatards need to have charts shove up their asses.

自闭症技术派就该把图表塞进自己屁股里。

#37 No.62566551
Anonymous · 2026-08-05 20:56

Why Sandisk not do a dividend instead to force the price above a certain point?

Sandisk为什么不改成发股息,把股价顶到某个位置以上?

#38 No.62566552
Anonymous · 2026-08-05 20:56

What happened to wd??

WD怎么了?? ┑ 哈哈,这是金融监管的大跃进。就像当年他们杀光了吃蝗虫的麻雀,结果蝗虫把庄稼全毁了。

#39 No.62566553
Anonymous · 2026-08-05 20:56

>>62566537

Kek its the great leap forward of financial instrument regulations. It will be like when they killed all the sparrows who ate all the locusts who then destroyed all the crops.

笑死,这简直是金融工具监管的大跃进。到时候就会像当年打死所有吃蝗虫的麻雀一样,结果蝗虫把庄稼全毁了。

Never chance you degenerate blindsided Asian dreamers <3

永远别赌你们这些瞎了眼的亚裔梦想家,永远别 <3

We are witnessing Japan 1990 unfold in real time and it is beautiful. I've already picked out some prime Seoul real estate to slurp on the cheap when this thing collapses.

我们正在亲眼见证日本1990年的重演,太美了。我已经在首尔挑好了几处黄金地段房产,等这玩意儿崩了就去抄底。

图片: https://i.4cdn.org/biz/1785963389708924.png

#40 No.62566558
Anonymous · 2026-08-05 20:56

>>62566551

Share buybacks are more valuable.

回购比股息更有价值。

#41 No.62566560
Anonymous · 2026-08-05 20:56

>>62566535

>someone else

>别人

>it's illegal

>这是违法的

HAHAHAHA

If anything was enforced Citadel would go to prison for market manipulation that caused the dump and the retardation in the first place

如果要执法的话,Citadel早就因为市场操纵进监狱了,就是他们搞出了这波暴跌和这堆破事。

#42 No.62566561
Anonymous · 2026-08-05 20:56

>>62566550

I don't believe in TA, I'm just hoping because i have spy calls

我不信技术分析,我只是在赌,因为我买了SPY看涨期权。

#43 No.62566562
Anonymous · 2026-08-05 20:57

>>62566543

Makes you wonder if "analysts" have insider info and always set their predictions just a bit higher so they can slurp.

不禁让人怀疑"分析师"是不是有内幕消息,总是把预测调高一点点好自己吸筹。

#44 No.62566565
Anonymous · 2026-08-05 20:57

>>62566558

why does the company need buybacks?

公司为什么要回购?

retail or banks can just buy them too if they are undervalued

如果真被低估了,散户和银行也能直接买啊。

#45 No.62566567
Anonymous · 2026-08-05 20:57

>>62566519

This guy. This is the kike I'm talking bout. He's literally lying about the revenue growth and posting TA bullshit and can't explain why Palantir being up 50% from the lows on 2 billion in earnings makes sense because he's a lying faggot jew.

就是他,我说得就是这个犹太佬。他就是在谎报营收增长,发一堆技术分析屁话,还说不出为什么Palantir从低点涨50%、赚20亿就说得通,因为他就是个撒谎的死犹太人。

#46 No.62566568
Anonymous · 2026-08-05 20:58

>>62566535

> they can't do ___ it's illegal

>他们不能做___,这是违法的

cute!

#47 No.62566569
Anonymous · 2026-08-05 20:58

>>62566537

>>62566540

>>62566542

Prob just the rich gooks left who can afford to open USD accounts to leverage in non-domestic ETFs, hopefully smarter

大概只剩那些有钱的亚裔还在玩,能开美元账户加杠杆买境外ETF,希望他们聪明点吧。

#48 No.62566572
Anonymous · 2026-08-05 20:58

I’m thinking leveraged Sandisk is the move fellas.

兄弟们,我觉得上杠杆搞Sandisk是正道。

#49 No.62566573
Anonymous · 2026-08-05 20:58

>>62566565

Lowers float

减少流通股

#50 No.62566574
Anonymous · 2026-08-05 20:59

And the funniest thing is it always came within 2% of my breakeven point but it always lowballs it by just a tiny amount that tricks me into not selling. The market is targeting specifically me.

最好笑的是,每次都离我的保本点差2%以内,但刚好差那么一丁点,骗得我不舍得卖。这市场就是针对我一个人来的。

#51 No.62566576
Anonymous · 2026-08-05 20:59

>>62566483

How did humans never domesticate these lil niggas

人类怎么就没驯化过这些小崽子

#52 No.62566577
Anonymous · 2026-08-05 20:59

>>62566565

Buybacks are tax friendlier than divies

回购比分红在税务上更友好

#53 No.62566579
Anonymous · 2026-08-05 20:59

>>62566567

Kike? Shylock? Shyster? Im literally just looking at numbers from tradingview.

叫犹太人?叫放高利贷的?叫骗子?我就是盯着TradingView上的数字看而已。

#54 No.62566582
Anonymous · 2026-08-05 21:00

>>62566573

so just stronger price floors/less drawdown risk?

所以就是更强的价格支撑/更小的回撤风险?

#55 No.62566584
Anonymous · 2026-08-05 21:01

>>62566562

>slurp

It's literally about manipulating calls/puts.

说白了就是在操纵看涨/看跌期权。

#56 No.62566585
Anonymous · 2026-08-05 21:01

>>62566558

why no $100 dividend, a dividend that high will make the stock spike up way more than buybacks. buybacks seem to just be optional from what ive seen, they could just never buy any if they wanted, stock crashes to $50 a share and then they buy it all back for cheap

为啥不发每股100美元的分红?那么高的分红能让股价飙得比回购猛多了。从我看到的来说,回购感觉就是可做可不做的,他们要是想,完全可以一股都不买,股价跌到50美元一股,然后他们再低价全买回来。

#57 No.62566586
Anonymous · 2026-08-05 21:01

>>62566533

Tariffs and China exposure hurt them and required price increases. They also spent bigly on the Rhode acquisition, and it got caught in the general wave of people selling off goods to buy everything tangentially related to AI.

关税和中国市场敞口伤到他们了,逼着涨价。他们还砸了大钱收购Rhode,结果赶上了这波大家清仓套现去买AI相关东西的大潮。

It is THE top women's discount makeup. Go to Walmart or your local grocery store, and it's right in your face. It'll hit triple digits again, but it might be a ride.

这可是女性折扣美妆的头牌啊。去沃尔玛或者你家附近的超市,一眼就能看到。它会再涨回三位数的,但路上可能有点颠簸。

图片: https://i.4cdn.org/biz/1785963667978050.png

#58 No.62566588
Anonymous · 2026-08-05 21:01

>>62566567

also i dgaf why PLTR's up cuz i got shares biiiiiiitch CIA-funded comp nvr going below $120

还有我才不管PLTR为啥涨,因为老子有股票,妈的CIA背景的公司永远不会跌破120美元。

#59 No.62566592
Anonymous · 2026-08-05 21:02

>>62566565

>why does the company need buybacks?

>为啥公司需要回购?

Because the company isn't going to short its own stock unlike the jews who apparently want sandisk to fail. Vote democrat, let trump go to jail for his bullshit.

因为公司不会做空自家股票,不像那些犹太佬,显然巴不得Sandisk完蛋。投民主党,让川普为他的瞎扯淡去坐牢。

#60 No.62566595
Anonymous · 2026-08-05 21:03

>>62566535

i don't know the actual mechanics of how they do it. i just sometimes stumble upon posts that seem to correctly identify big institutional positioning. no idea how they actually force the markets to reach their targets, but it seems obvious that they somehow do.

我不知道他们具体的操作机制。我就是偶尔刷到一些帖子,看起来能准确定位大机构的持仓。我不知道他们到底怎么逼着市场走到目标价位的,但很明显他们就是做到了。

i assume they have ai agents trading back and forth or some dumb shit

我猜他们有AI代理来回交易,或者搞些类似的蠢玩意儿

#61 No.62566596
Anonymous · 2026-08-05 21:03

>>62566562

>the house has an edge over you and bookies price in with unrealistic odds

>庄家对你有优势,博彩公司用离谱的赔率定价

First time gambling?

第一次赌博?

#62 No.62566601
Anonymous · 2026-08-05 21:04

bro like everything in your brain is just like an electrochemical reaction so like AI will be smarter bro

兄弟,你脑子里所有东西说白了就是电化学反应,所以AI肯定会更聪明,兄弟

#63 No.62566604
Anonymous · 2026-08-05 21:05

>>62566601

>Implying AI wasn't trained off my inane shitposts

>暗示AI不是靠我那些傻逼废话帖子训练的

图片: https://i.4cdn.org/biz/1785963941224951.jpg

#64 No.62566605
Anonymous · 2026-08-05 21:05

Calls..Puts.

Can't do that on Trading212. So I just don't care.

Trading212上没这功能。所以我干脆不在乎。 ┐ 哈哈你说得差不多了。真相就是他们把目标价设在市价稍微高一点的位置。他们没有任何分析价值。他们不是腐败,就是废物。不然我们会看到分析师给出比市价高得多或低得多的密集估值计算,但这种情况非常少见。

图片: https://i.4cdn.org/biz/1785963943030167.jpg

#65 No.62566606
Anonymous · 2026-08-05 21:05

>>62566562

Lmao you’re close. The truth is they just set the price target slightly higher than the market price. They offer no analytical value. They aren’t corrupt just useless. Otherwise we would see intensive value calculations from analysts that were much higher or lower than the market prices , but that is very rarely the case.

哈哈,你猜得差不远了。真相就是他们只是把目标价定得比市场价稍微高一点,根本没啥分析价值。他们不是坏,就是废物。不然的话,我们早该看到分析师给出远超或远低于市场价的深度价值计算了,但这情况简直少见得要命。

图片: https://i.4cdn.org/biz/1785963944475756.png

#66 No.62566609
Anonymous · 2026-08-05 21:06

HYG did not poomp

HYG没涨起来

#67 No.62566610
Anonymous · 2026-08-05 21:06

>>62566565

If you don’t know you shouldn’t be investing

不懂就别来投资

#68 No.62566611
Anonymous · 2026-08-05 21:07

>dude TA lmao

>哥们儿,技术分析哈哈

Never a single good explanation for this kind of thing

这种事从来就没有过一个像样的解释

图片: https://i.4cdn.org/biz/1785964037375578.png

#69 No.62566617
Anonymous · 2026-08-05 21:09

>>62566606

don't look at hsbc's price target for intel

别去看汇丰对英特尔的目标价

#70 No.62566624
Anonymous · 2026-08-05 21:11

>>62566601

LLMs will never be smart; at best they are lucky.

大语言模型永远不会变聪明;撑死了就是运气好。

#71 No.62566626
Anonymous · 2026-08-05 21:12

>>62566624

What do you think to Elon's Tesla Bots?

你觉得马斯克的特斯拉机器人怎么样?

#72 No.62566635
Anonymous · 2026-08-05 21:14

>>62566624

i don't know much but it's clearly not luck. pretty revolutionary tech but anybody claiming AGI or whatever is telling on themselves.

我知道的不多,但这显然不是运气。算是革命性技术,但谁要是吹AGI什么的,那纯属在自曝其短。

#73 No.62566637
Anonymous · 2026-08-05 21:15

For me, it's autistically trading one thing only (SPX). I don't know how you anons trade stock portfolios with 20+ companies.

对我来说,就是自闭式地只交易一样东西(SPX)。我真不懂你们这帮anon怎么交易带20多只股票的投资组合。

#74 No.62566639
Anonymous · 2026-08-05 21:16

>>62566624

Lmao. How's that leetcode grinding going stupid luddites?

哈哈,你们这帮蠢卢德分子刷leetcode刷得怎么样了?

图片: https://i.4cdn.org/biz/1785964564920471.png

#75 No.62566640
Anonymous · 2026-08-05 21:16

>>62566611

PE 31

not a good buy

不是个好的买入点。

#76 No.62566642
Anonymous · 2026-08-05 21:16

>>62566635

Because its all probabilities determining their outputs, good ones are luck.

因为它们的输出全由概率决定,好的结果就是运气。

#77 No.62566643
Anonymous · 2026-08-05 21:17

>>62566605

Based and yuropoor pilled.

有理有据,而且吸了欧洲穷逼的脑髓。

图片: https://i.4cdn.org/biz/1785964664465142.png

#78 No.62566645
Anonymous · 2026-08-05 21:18

>llms are le dumb

>大语言模型就是蠢

user error. here's a prompt that will change your mind: how is the latent space and backpropagation analogous to plato's theory of forms?

用户操作失误。给你个提示词,保证让你改观:潜在空间和反向传播跟柏拉图的形式论有什么类比之处?

#79 No.62566648
Anonymous · 2026-08-05 21:20

>>62566637

>trading one thing only

>只交易一样东西

This is my strategy.

这就是我的策略。

Just go all in on one stock at a time.

一次就全押一只股票。

They say diversify your portfolio. But the way I see it. Is your gains are offset by your loses on other stock. Cancelling each other out.

他们说要分散投资组合。但在我看来,你的收益被其他股票的亏损抵消了,互相扯平。

You will probably never have a day when all 20+ of your companies are green.

你大概永远不会有一天20多只公司全绿。

Plus there are all those extra transaction costs too.

而且还有一堆额外的交易成本。

#80 No.62566650
Anonymous · 2026-08-05 21:20

Should I do a lump sum into ETF's and DCAing from now on?

我该一次性梭哈买ETF然后从现在开始定投吗?

#81 No.62566654
Anonymous · 2026-08-05 21:21

>>62566582

When companies issue dividends they create shares out of thin air and give them to existing shareholders which dilutes the shares from before the dividend. Buybacks cancel that out

公司发股息时,凭空创造股票发给现有股东,这会稀释之前的股份。回购正好抵消这一点。

#82 No.62566662
Anonymous · 2026-08-05 21:22

>>62566643

What we have instead are 10x leveraged CFDs on commodities so basically calls and puts in real time but more predatory psychology and margin wise.

我们现在有的反而是10倍杠杆的商品CFD,基本上就是实时版看涨看跌期权,但在心理和保证金上更折磨人。

#83 No.62566665
Anonymous · 2026-08-05 21:23

SIX

AND

THE

MARKET

EATS

DICKS

(goes down)

(开始跌了)

#84 No.62566667
Anonymous · 2026-08-05 21:23

>>62566654

so its offsetting the new float by closing it off from the public markets? kinda makes sense

所以这是通过把新股从公开市场撤掉来抵消新增流通量?好像有点道理。

#85 No.62566671
Anonymous · 2026-08-05 21:25

>>62566553

how do you check real estate in Seoul you got an agent or is there a kimchi Zillow?

你怎么查首尔的房地产,是有中介还是在泡菜版Zillow上看?

#86 No.62566672
Anonymous · 2026-08-05 21:25

>>62566665

图片: https://i.4cdn.org/biz/1785965116150894.jpg

#87 No.62566673
Anonymous · 2026-08-05 21:25

>>62566665

kwab

#88 No.62566675
Anonymous · 2026-08-05 21:25

Is it finally time for minors to shine again? Should we full port GDXU at open?

终于轮到小市值股发光了吗?我们应该开盘全仓GDXU吗?

Also claiming my iranian waifu before she gets exploded https://www.youtube.com/watch?v=KbMPnfEk16E

图片: https://i.4cdn.org/biz/1785965133298174.png

#89 No.62566689
Anonymous · 2026-08-05 21:31

>>62566667

Yeah its like burning shares so the supply of outstanding shares (the float) doesn't balloon out of control. That's why buybacks are important it fights dilution

对,就像烧掉股票,让流通股(float)不会膨胀失控。这就是回购重要性的原因,它在对抗稀释。

#90 No.62566693
Anonymous · 2026-08-05 21:34

I’ve made more money than my dad ever had but how come dating is so damn hard?

我赚的钱比我爸一辈子都多,但为啥谈恋爱这么难?

图片: https://i.4cdn.org/biz/1785965691420967.jpg

#91 No.62566694
Anonymous · 2026-08-05 21:35

>>62566675

she's cute but she'd be cuter with a little peach fuzz mustache

她挺可爱的,但要是有撮小胡桃须就更萌了。

#92 No.62566695
Anonymous · 2026-08-05 21:35

>>62566592

>Vote democrat, let trump go to jail for his bullshit.

>投民主党,让川普为他那些破事进监狱。

Lol watch Trump and republicans win again. Israel will send millions of shitskins across the border to vote if it means they have a retarded puppet to help them wage another war in Iran or some other sandnigger shithole. Voting is a shame and a lie to fool retarded goyims who believe their actions are in any way meaningful

哈哈,等着看川普和共和党再次赢吧。以色列会送几百万傻皮越境来投票,只要他们能有个脑残傀儡帮他们对伊朗或者别的屎坑国家再打一仗。投票就是个骗局,用来糊弄那些相信自己的行动有意义的蠢羊。

#93 No.62566696
Anonymous · 2026-08-05 21:35

>>62566650

Sadly I think this is the way. This shit is so tiring

唉,我觉得这就是现实。这破事真让人心累。

#94 No.62566697
Anonymous · 2026-08-05 21:35

>>62566543

Gotta remember that everything is fake and gay.

记住,一切都是假的,都是基情。

#95 No.62566699
Anonymous · 2026-08-05 21:36

>>62566693

We warned you about hoeflation dawg.

我们早警告过你娘们通胀的事,兄弟。

#96 No.62566701
Anonymous · 2026-08-05 21:38

>>62566693

To anon that have made it, would you rather have time, money, or someone you love? Like if you could be 18 again, physically, be rich, or have someone who genuinely loves you, which would you choose?

给那些已经混出来的anon,你宁愿要时间、钱,还是有个爱你的人?比如如果身体能回到18岁,能变富,或者有个真心爱你的人,你选哪个?

#97 No.62566702
Anonymous · 2026-08-05 21:38

>>62566511

>So how red would sndk and wdc be if they'd actually missed?

>那要是SNDK和WDC真没达标,得多红?

Oh, but according to the revisionist talking heads on Yahoo they DID miss. See, like, 'adjusted' earnings are different than the real thing. Nevermind that every financial site was listing their guidance at $31 and analysts' expectations around $33.

哦,但按雅虎上那些改口专家的说法,他们确实没达标。你看,“调整后”盈利和实际的不一样。别管每个财经网站都把他们的指引挂在31美元,分析师预期在33美元左右。

>Sandisk also delivered adjusted earnings per share of $39.25, topping estimates of $34.37. The forecast for adjusted earnings per share for the current quarter was between $44 and $46, versus estimates of $45.58.

>闪迪还交出调整后每股盈利39.25美元,超过预期的34.37美元。本季度调整后每股盈利指引在44至46美元之间,而预期是45.58美元。

https://finance.yahoo.com/markets/stocks/article/sandisk-stock-sinks-as-revenue-forecast-falls-short-of-expectations-163703465.html

I'm not sure how much more of this blatant fuckery I can take.

我真不知道还能忍这种明目张胆的破事儿多久。

#98 No.62566703
Anonymous · 2026-08-05 21:39

>>62566552

generational bottom

历史大底

#99 No.62566705
Anonymous · 2026-08-05 21:40

>>62566696

Pretty tiring indeed, I've held off on starting to invest since the start of the year, I've only had my money in instant deposit accounts getting 3.5%

确实挺累的,我从年初就一直没进场,钱全放在活期存款里,拿3.5%的利息。

I know time in the market is the main thing but still getting over the mental barrier of doing that lump sum and starting to DCA

我知道待在市场里才是关键,但还是过不去那个心理坎,不敢一把梭,也不知道怎么开始定投。

#100 No.62566706
Anonymous · 2026-08-05 21:40

kospi will be red into maybe crab if lucky and drag our market down with it. Gonna get some discounts between today and tomorrow

韩综指要飘红,运气好也就螃蟹行情,然后把咱们市场也拖下水。今明两天应该能捡到点便宜货。

#101 No.62566711
Anonymous · 2026-08-05 21:42

>>62566693

>all these men are liking on something

>这些男的全在点赞某些东西

>maybe if I do it too she will have sex with me

>也许我也这么做,她就会跟我上床

if I could murder 99% of the male population I would

要是能把99%的男人干掉,我早就干了

#102 No.62566712
Anonymous · 2026-08-05 21:43

>>62566624

So just like us

所以跟我们一样嘛

#103 No.62566713
Anonymous · 2026-08-05 21:43

Realistically is there any other earnings this or next week that will completely sway the market like sneedisk? This actually could be the bottom.

说真的,这周或下周还有像闪迪那样能完全左右大盘的财报吗?这搞不好真是底了。

#104 No.62566715
Anonymous · 2026-08-05 21:44

>>62566645

Amazing and scary at the same time. You could use the answer to this prompt to explain the fundamental algorithms and concepts of modern AI to normies with a notion of ancient Greece.

又惊艳又吓人。你可以用这个问题的答案,给那些懂点古希腊的老百姓解释现代AI的核心算法和概念。

#105 No.62566716
Anonymous · 2026-08-05 21:44

>SNDK

hahahahahahahahahahahahahaha

哈哈哈哈哈哈哈哈哈哈哈哈哈

图片: https://i.4cdn.org/biz/1785966295420525.png

#106 No.62566717
Anonymous · 2026-08-05 21:45

>>62566693

lemme guess

让我猜猜

your idea of first date is inviting her for a dinner in restaurant?

你第一次约会是请她去餐厅吃饭?

图片: https://i.4cdn.org/biz/1785966314397943.png

#107 No.62566718
Anonymous · 2026-08-05 21:45

>>62566665

oooooo so close

哦~~~~~差一点

#108 No.62566720
Anonymous · 2026-08-05 21:45

>>62566713

WEN will shake the food industry

WEN要撼动餐饮业了

图片: https://i.4cdn.org/biz/1785966347932946.jpg

#109 No.62566722
Anonymous · 2026-08-05 21:46

>>62566717

Nah. First date I take her around in my sports car and see if she'll give me an over the pants BJ.

不。第一次约会我开跑车带她兜风,看看她愿不愿意隔着裤子给我来一炮。

图片: https://i.4cdn.org/biz/1785966406610168.jpg

#110 No.62566724
Anonymous · 2026-08-05 21:47

>>62566702

But you failed to mention that the price of the stock went up too much in 1 year, making the stock price too high currently. What makes you think the stock price should be allowed to do that?

但你没说这股票一年内涨太多,现在股价已经太高了。你凭什么觉得股价就该这么涨?

图片: https://i.4cdn.org/biz/1785966436298614.png

#111 No.62566725
Anonymous · 2026-08-05 21:47

>>62566717

coffee shops are also cringe and noisy. are there any good dating spots for a first date anymore?

咖啡店也又尬又吵。现在还有啥适合第一次约会的好地方吗?

#112 No.62566726
Anonymous · 2026-08-05 21:47

Whoever shilled wdc last thread scammed me

上条帖子里吹WDC的人把我骗惨了

#113 No.62566727
Anonymous · 2026-08-05 21:47

>WDC tumbles red despite reporting 50% growth

>WDC报告50%增长还飘红下跌

Yeah ((they)) are doing everything they can to keep us poor.

对,((他们))在拼命压着我们别富起来。

#114 No.62566728
Anonymous · 2026-08-05 21:47

>>62566722

Based

图片: https://i.4cdn.org/biz/1785966458850651.png

#115 No.62566729
Anonymous · 2026-08-05 21:47

us sneeddiskers will rise up

我们闪迪散户要站起来

#116 No.62566732
Anonymous · 2026-08-05 21:48

>>62566720

Don’t see it, there only good thing was spicy nuggets and now the colonel brought back popcorn chicken so it kind of over for them.

看不出来,他们唯一的好东西就是辣鸡块,现在上校又整回了爆米花鸡,基本上没啥优势了。

图片: https://i.4cdn.org/biz/1785966507818850.jpg

#117 No.62566733
Anonymous · 2026-08-05 21:48

>>62566726

Yup

>>62566727

Yup

#118 No.62566734
Anonymous · 2026-08-05 21:48

>>62566728

Going to smash right into the sign, coffee going to spill everywhere fuck me

要直接撞上招牌了,咖啡肯定洒得到处都是,操了

#119 No.62566735
Anonymous · 2026-08-05 21:49

VOO took a fat shit on you hoes

VOO狠狠拉了你们这些贱人一坨大的

#120 No.62566737
Anonymous · 2026-08-05 21:49

>>62566725

>hey, I'm doing [interesting thing]. wanna join?

>嘿,我在做[有意思的事]。要一起来吗?

this is how you do first date

这才叫第一次约会

图片: https://i.4cdn.org/biz/1785966554683575.png

#121 No.62566738
Anonymous · 2026-08-05 21:49

>>62566722

damn brother if you take me around in that beast i won't even say publicly what you could do to me

兄弟,你要是开那猛兽带我兜一圈,我能干出啥事这公开场合都不好说

#122 No.62566743
Anonymous · 2026-08-05 21:50

>Wells Fargo raised its price target for Advanced Micro Devices (AMD) to $700 from $615

>富国银行将AMD目标价从615美元上调至700美元

图片: https://i.4cdn.org/biz/1785966625664626.jpg

#123 No.62566745
Anonymous · 2026-08-05 21:50

>>62566701

love is best

爱情至上 ♠⟧ 这必须出一张梗图

https://www.youtube.com/watch?v=lDK9QqIzhwk

图片: https://i.4cdn.org/biz/1785966627838328.jpg

#124 No.62566746
Anonymous · 2026-08-05 21:50

>>62566734

kek

gonna need a gen of this

这得整一个啊

>>62566728

#125 No.62566747
Anonymous · 2026-08-05 21:50

>>62566722

Am I the only one who prefers sex over blowjobs. They just don't get me off.

就我一个人觉得做爱比口活儿好吗?口活儿根本弄不爽我。

>>62566725

Arcade then ice cream

先去游戏厅,然后吃冰淇淋

#126 No.62566749
Anonymous · 2026-08-05 21:51

>>62566726

You were supposed to wait till after earnings to buy

你本来应该等财报出来再买的

#127 No.62566754
Anonymous · 2026-08-05 21:53

>>62566737

I would never invite a girl to my coding sessions.

我永远不会邀请女生来我的编程时间。

图片: https://i.4cdn.org/biz/1785966781307653.gif

#128 No.62566755
Anonymous · 2026-08-05 21:53

COPY ETF continues to do ok on these subpar days. I been monitoring it on all crab-red days and it has mostly held up. It might be a legit top tier hedge.

COPY ETF 在这种拉胯日子里表现还行。我一直盯着它在所有飘绿的日子,基本上扛住了。搞不好是个正经顶级对冲工具。

#129 No.62566756
Anonymous · 2026-08-05 21:53

New Kino just dropped.

新神作刚上线。

图片: https://i.4cdn.org/biz/1785966809931663.png

#130 No.62566757
Anonymous · 2026-08-05 21:54

Is the memory/semis trade dead now?

内存/半导体这条赛道现在凉透了吗? ⟦我花了500刀雇了个年轻体格好的黑人小伙狠揍我一顿(不打脸)。他估计给我来了几记最狠的躯体击打。我现在在家,动都动不了。

#131 No.62566758
Anonymous · 2026-08-05 21:54

I paid a young athletic black kid $500 to kick the shit outta me (no face hits). He must’ve ripped some of the sickest body shots on me. I’m at home now and can barely move.

我花500美元雇了个年轻力壮的黑人小伙儿把我揍了一顿(不打脸)。他那一顿拳脚,专往我身上招呼,真是狠到家了。我现在在家,简直动弹不得。

#132 No.62566760
Anonymous · 2026-08-05 21:54

SNDK always dumps after earnings no matter how great they do. You african americans haven't learned this yet? Buy the dip.

SNDK 每次财报后都跳水,不管业绩多好。你们这帮老黑还没学会这招?逢低买入就完了。

>>62566737

AI girls are simultaneously getting more realistic and better than real girls. They better start putting out gynoids soon or my grandchildren are gonna need grandchildren lawyers.

AI 妹子一边越来越逼真,一边越来越比真人强。他们最好赶紧搞出女性机器人,不然我孙子辈就得雇孙子辈的律师了。

图片: https://i.4cdn.org/biz/1785966899645586.jpg

#133 No.62566763
Anonymous · 2026-08-05 21:55

>>62566756

kek @ the accurate narouslop title

笑死,看那个准确的 narouslop 标题

#134 No.62566767
Anonymous · 2026-08-05 21:56

>>62566760

that's not AI

那不是 AI

its a real girl that AI thought it created

是个真人,AI 以为是自己创造出来的

its like dejavu

就像既视感

AI can't create it copies from its memory

AI 不能凭空造,它只能从记忆里复制

sometimes it makes small changes because it can't fully remember how exactly something was, so you will have minor differences

有时候它会做小改动,因为它没法完全记住某个东西的具体样子,所以会有细微差别

#135 No.62566770
Anonymous · 2026-08-05 21:57

anime posters making calls is like the shoeshine boy meme

动漫海报在喊单,就跟擦鞋童梗一样

#136 No.62566773
Anonymous · 2026-08-05 21:57

equities are boring i'm gonna become an option trader

股票太无聊了,我要去当期权交易员

#137 No.62566774
Anonymous · 2026-08-05 21:57

>>62566737

>A hobby that isn't pilates or line dancing? That gives me the ick.

>爱好不是普拉提或排舞?这让我下头。

>Sports? I don't want to get sweaty in front of a guy I barely know.

>运动?我不想在不太熟的男人面前出汗。

>Outdoor activity? I don't want to be alone with a man I barely know.

>户外活动?我不想跟不太熟的男人独处。

>A movie? Sitting in the dark with a stranger is awkward.

>看电影?跟陌生人坐在黑漆漆的屋里太尴尬了。

>A concert? Too long and his music taste gives me the ick.

>演唱会?太长了,而且他的音乐品味让我下头。

图片: https://i.4cdn.org/biz/1785967077421969.jpg

#138 No.62566776
Anonymous · 2026-08-05 21:58

>>62566757

it's just resting until nvidia earnings and for the headline font size to go down. it's a buy here but they're gonna wring out soxl for another two weeks probably, and if this peace deal doesn't work there might be a very special discount

现在就是在等英伟达财报和标题字体变小。这里是买点,但他们可能还要再折磨 SOXL 两周,而且如果这个和平协议谈崩了,可能会有特别优惠价

#139 No.62566779
Anonymous · 2026-08-05 21:58

Can Nike go any lower? it looks like a very strong buy to me

耐克还能更低吗?我觉得看起来是个很强的买点

#140 No.62566783
Anonymous · 2026-08-05 22:00

LOL

图片: https://i.4cdn.org/biz/1785967208048768.jpg

#141 No.62566786
Anonymous · 2026-08-05 22:01

>>62566783

>The government won't let Apple buy memory from China

>美国政府不让苹果从中国买内存

>China won't let Apple buy memory from China

>中国不让苹果从中国买内存

图片: https://i.4cdn.org/biz/1785967314904026.gif

#142 No.62566790
Anonymous · 2026-08-05 22:02

>>62566770

no more shines, maybe you didn't hear about it, you've been away a long time. they didn't go up there and tell you. i don't shine shoes anymore.

不擦鞋了,也许你没听说过,你离开太久了。他们没上去告诉你。我再也不擦鞋了。

图片: https://i.4cdn.org/biz/1785967336551102.jpg

#143 No.62566791
Anonymous · 2026-08-05 22:02

>>62566783

They would be stupid to give a discount on an item you have to have and can't buy for less. If RAM is sold out you have to buy theirs

对必需品而且别处买不到更便宜的东西打折,那是傻子才干的事。如果内存卖光了,你只能买他们的

#144 No.62566792
Anonymous · 2026-08-05 22:03

>>62566783

then why are memory stocks down?

那内存股为啥在跌?

#145 No.62566794
Anonymous · 2026-08-05 22:04

>>62566783

Oof kicking a man while he's down US already banned them

靠,人家已经躺平了还要踩一脚,美国早就禁了它们

#146 No.62566795
Anonymous · 2026-08-05 22:04

>>62566713

>noobs still think its all about earnings

>菜鸟还以为全看财报

>noobs perpetually confused why muh earning good but muh stock down

>菜鸟永远想不通为什么财报好但股价跌

>noobs on their knees praying for earnings reports

>菜鸟跪着求财报出来

Expect a lot more noobs to eat shit

等着吧,会有更多菜鸟吃大亏

If you have to ask why something dumped ''despite earnings'' you will lose money. A lot of money

如果你还得问为什么“财报好”还暴跌,那你注定亏钱。亏大钱。

#147 No.62566796
Anonymous · 2026-08-05 22:04

>>62566693

'dating' was always hard I think, it's kind of become a trad meme that dating was easy 50 to 100 years ago and before. Now incels get filtered by apps, 10k years ago a bandit would take your woman after killing and raiding your camp. Same shit different means. Still hope you find love though bro

约会这事儿从来就没容易过,我觉得。说50到100年前约会很容易,已经成了一种传统梗了。现在incel被交友软件筛掉,一万年前土匪会杀了你、抢了你的营地然后带走你的女人。同样的破事儿,不同的手段罢了。不过兄弟,还是希望你能找到真爱。

图片: https://i.4cdn.org/biz/1785967491306880.jpg

#148 No.62566797
Anonymous · 2026-08-05 22:05

>>62566783

>China is rolling out a new 0 child 1 family plan. How they're doing it? By only selling memory chips to Android Phone producers.

>中国正在推行新的"0孩1家庭"计划。他们怎么做的?只给安卓手机厂商卖内存芯片。

>*Crickets*

图片: https://i.4cdn.org/biz/1785967529894662.jpg

#149 No.62566799
Anonymous · 2026-08-05 22:05

>>62566774

when was the last time you had sex

你上次做爱是什么时候

#150 No.62566801
Anonymous · 2026-08-05 22:05

>>62566795

Traders will just start waiting for the fake earnings dump for free discounts. You can't win

交易员们只会开始等着假财报砸盘来捡便宜折扣。你赢不了的

#151 No.62566803
Anonymous · 2026-08-05 22:06

>>62566795

Damn nigga who pissed in your cereal

妈的兄弟谁惹你了

#152 No.62566804
Anonymous · 2026-08-05 22:06

>>62566796

If we go far back enough, it was the groom’s and bride’s families whom made the matchmaking. Simpler times.

再往前追溯,以前是男方和女方家庭来做媒的。更简单的时代。

#153 No.62566807
Anonymous · 2026-08-05 22:07

>>62566796

it actually wasn't until dating apps, and making sex easy for women led to them getting fat which compounded the problem

其实一直到交友软件出现之前都还好,让女性性事变得容易导致她们变胖,这又加剧了问题

#154 No.62566808
Anonymous · 2026-08-05 22:08

So what's the escort/sugar dating threshold for net worth, as in how rich do I have to become before I can start doing it? Or is it less of a raw net worth thing and more of a 'how much money can you generate a month thing'? Financially speaking of course.

那么找援交/糖爹的门槛是按净资产算的吗,就是说我得有钱到什么程度才能开始玩?还是说这不是单纯看净资产,而是看"你每月能赚多少现金流"?当然是纯粹从财务角度来说。

图片: https://i.4cdn.org/biz/1785967682537745.png

#155 No.62566809
Anonymous · 2026-08-05 22:08

>Iran is now looking to charge 7% on all tankers going through the straight

>伊朗现在打算对所有经过霍尔木兹海峡的油轮收7%的费用

>this would average $10,000,000 per ship which is a dramatic increase from the initial $1,000,000 they asked for a few months ago

>这样算下来每艘船平均要付1000万美元,比几个月前他们最初要的100万是大幅上涨了

King Migger is losing influence. If we get a deal, it's going to be way worse than it could have been months ago

金同志的影响力在下降。如果我们能达成协议,情况会比几个月前能达成的差得多

图片: https://i.4cdn.org/biz/1785967688947771.png

#156 No.62566812
Anonymous · 2026-08-05 22:08

>>62566773

But you still have to follow equities then

但那你还是得跟着股票走啊

#157 No.62566815
Anonymous · 2026-08-05 22:09

>>62566770

oh yeah? whats your call

哦是吗?你怎么看

图片: https://i.4cdn.org/biz/1785967762324244.png

#158 No.62566816
Anonymous · 2026-08-05 22:09

>>62566746

I'm baking it anon

我在烤面包呢匿名老哥

It's coming out like shit though and taking fuckin forever

但烤出来跟屎一样,还他妈慢得要死

#159 No.62566821
Anonymous · 2026-08-05 22:10

>>62566809

what's cheaper going the long way around or paying 10 mil

绕远路和付1000万哪个更便宜

#160 No.62566822
Anonymous · 2026-08-05 22:11

>>62566808

>how rich do I have to become before I can start doing it?

>我得有钱到什么程度才能开始玩?

A common misconception. You actually don't need to be rich to start escorting, you get rich from the escorting. You can start prostituting yourself for free.

这是个常见误解。实际上你不需要有钱才能开始做援交,你是因为做援交才有钱的。你可以免费开始卖自己。

#161 No.62566823
Anonymous · 2026-08-05 22:11

>>62566809

The entire world has signalled that they won't pay Iran anything. This isn't a USA vs Iran thing. This is the world now needing to step to the plate.

全世界都已经表态不会付伊朗一分钱。这不是美国对伊朗的事。这是全世界现在需要站出来表态的时候。

#162 No.62566824
Anonymous · 2026-08-05 22:11

>>62566809

>Hormuz Letter

>霍尔木兹海峡通牒

Ill wait for David Axios's article.

我等David Axios的文章。

图片: https://i.4cdn.org/biz/1785967882094024.png

#163 No.62566826
Anonymous · 2026-08-05 22:12

>>62566809

So da ne... sasuga Iran-chan. Bokutachi wa in WW3 desu... zannen da

所以说呢……不愧是伊朗酱。我们已经在三战里了……真是遗憾呐

#164 No.62566828
Anonymous · 2026-08-05 22:13

>>62566809

humiliation ritual. non-zero chance of trump chimping out again. there is still time until midterms.

羞辱仪式。特朗普再次发疯的概率不为零。距离中期选举还有时间。

#165 No.62566829
Anonymous · 2026-08-05 22:13

>>62566809

It's so funny that the US is struggling to reach a point where that whole situation is only a little worse than before the war. And when they do reach a deal, they're going to celebrate as if doing nothing wouldn't have been better.

美国在苦苦挣扎着达到一个让整个局势只比战前稍微糟糕一点点的目标,这太好笑了。而且等他们真达成协议了,他们会像庆祝什么似的,仿佛什么都不做不是更好的选择。

At least Israel got to bomb Iran.

至少以色列成功炸了伊朗。

#166 No.62566832
Anonymous · 2026-08-05 22:14

micron is about to -10% tomorrow looking at the direction that sndk is going

美光明天大概要跌10%,看SK海力士那个走势就知道了

图片: https://i.4cdn.org/biz/1785968045322283.jpg

#167 No.62566833
Anonymous · 2026-08-05 22:14

Thousands and thousands lost after market closes which I can do nothing about it is the height of fairness

收盘后成千上万的钱蒸发而我对此无能为力,这他妈真是公平的极致

#168 No.62566834
Anonymous · 2026-08-05 22:14

>>62566804

depends on the society tbf. And plus there was soft and hard arranged marriages I think. Some families 'steered' their children whereas some said you're marrying him or else.

这其实得看社会。再说以前也有软性和硬性包办婚姻吧。有些家庭是"引导"孩子选择,有些家庭直接来一句"你不嫁他就完蛋了"。

>>62566807

nah it definitely ebbed and flowed. I remember seeing a stat where only like 1 man for every 6 women was able to reproduce back in the neolthic or something. Genetics show complete haplogroup replacement was fairly common. Incels existed back then too, but yeah it probably is a little more worse now than in the '50s or summthin. Only we we're getting off the ride is if AI ushers in sexual escape velocity, we either use it to evolve past a sexually dimorphic species or can wirehead or brains into sexual bliss without sex or mod our bio where we can all become Chads and Stacies.

不不,这绝对是有起有落的。我记得看到过一个数据,新石器时代那会儿大概每6个女人里只有1个男人能留下后代之类的。基因学也表明,整个父系单倍群的更替在当时相当常见。那时候就有光棍了,不过跟50年代比起来现在可能确实更糟点。唯一能让我们下车的机会就是AI带来性爱上的全面突破——要么我们靠它进化成超越两性分化的物种,要么直接把大脑接上线路体验无性高潮的快感,要么改造生物体让自己人人是俊男美女。

#169 No.62566835
Anonymous · 2026-08-05 22:15

>>62566823

None of this would have been happening if the anglo sphere had joined the war like in Iraq 25 years ago. Europe unironically refused out of spite for Trump personally.

要是英语国家25年前像打伊拉克那样参战,这事儿根本不会发生。欧洲那边真的是纯粹因为对川普个人的怨恨而拒绝的。 ⟦ 我其实是动漫吧混的,所以我把自己边缘化了。就是为了摁住那条狗。这吧里有另一个匿名老哥骂过动漫众,我挺不想承认但觉得他说得对。我现在在试着穿上他的鞋。这说得通。上次大跌的时候,我看到带着动漫图的绝望和困惑帖,当场就一阵反感。我们大概就是那种应该被保护起来的人,免得被自己的疯狂妄想和烂决策——还有精神疾病——给害了。

#170 No.62566837
Anonymous · 2026-08-05 22:16

>>62566815

I'm actually an anime poster, so I've sidelined myself. To restrain the dog. Another anon here raged against anime posters and I hate to say I think he's right. I'm trying on his clothes. It makes sense. During the last dip, when I saw posts of desperation and confusion with anime pictures attached, I felt immediate disgust. We are probably the type of people who should be protected from our own insane delusions and poor decisions... and mentall illness

我其实是个动漫发帖人,所以我自己也靠边站了。为了拴住那条狗。这里另一个匿名用户骂过动漫发帖人,我虽然不想承认,但我觉得他说得对。我试着套上他的那套说法,挺有道理的。上次下跌时,我看到那些带着动漫图片的绝望和困惑帖,立刻就觉得恶心。我们大概就是那种该被保护起来的人,免得被自己疯狂的错觉、糟糕的决定……还有精神疾病坑了。

#171 No.62566838
Anonymous · 2026-08-05 22:16

>>62566832

Micron is a much better business than sndk though

不过美光这生意可比闪迪好太多了。

#172 No.62566840
Anonymous · 2026-08-05 22:16

>>62566829

Iran will get away with continuing his nuclear program. Tel Aviv will become a nuclear wasteland before the end of this decade.

伊朗会继续搞核计划而屁事没有。这十年结束之前,特拉维夫会变成核废土。

#173 No.62566841
Anonymous · 2026-08-05 22:17

>>62566835

Their hatred for Trump will be their demise. The world is being petty and missing the big picture and is suffering as a result. American oil producers are getting richer, America is prospering greatly from all this while the rest of the world's petty hatred will will cause them greater suffering.

他们对川普的恨会毁了他们自己。这世界太小家子气了,看不清大局,结果自己遭殃。美国石油商在赚大钱,美国从这一切中获益巨大,而世界其他地方那些鸡毛蒜皮的仇恨只会让他们更难受。

#174 No.62566842
Anonymous · 2026-08-05 22:17

>>62566833

Kek this is why I sold everything it's too frustrating

Kek,所以我把所有东西都卖了——这实在太让人崩溃了。

#175 No.62566844
Anonymous · 2026-08-05 22:17

Buy SBSW?

>>62566808

$4k/month give or take for early 20s girl in Bangkok. Way less than that if you are willing to put some effort in and aren't completely undateable or if you make a deal with someone in her late 30s. Or you can just go to a brothel pretty much everyday for that kind of money.

曼谷二十岁出头的妹子,一个月大概4000美元上下,多退少补。你要是愿意花点心思、不是完全没法谈的对象,或者找三十多岁快四十的谈个条件,那能低得多。或者说这点钱你差不多能天天逛窑子了。

图片: https://i.4cdn.org/biz/1785968258515162.png

#176 No.62566845
Anonymous · 2026-08-05 22:17

>>62566823

That's their stance publicly, but behind the scenes they know they will have to pay fees

他们公开是那个态度,但背地里他们清楚自己迟早得交钱。

https://finance.yahoo.com/news/eu-nations-now-see-hormuz-145809028.html?guccounter=1

#177 No.62566846
Anonymous · 2026-08-05 22:18

Post-WW2 would've been the best times desu, well, assuming you survived

说实话二战后那阵子是最好的年代,嗯,前提是你活下来了。

So many dead and women had to suck it up and made do with whatever was available, places like Spain in particular had a massive male/female deficit since it was a civil war

死了那么多人,女人们只能咬牙忍了,有什么就凑合用什么。尤其像西班牙那种打了内战的地方,男女比例失衡特别严重。

#178 No.62566848
Anonymous · 2026-08-05 22:19

>>62566842

The uncounterable fucking after hours sell offs I'm about to sell my shit and put it into VOO and leave it there fuck man I'm not jewish enough for this shit

这种他妈没法防的盘后砸盘,我他妈要把手里的货全卖了全投VOO然后躺着不动。操了,我他妈没这么犹太,扛不住这个。

#179 No.62566849
Anonymous · 2026-08-05 22:19

>>62566829

money isn't the issue. a nuclear iran gives them actual control over the hormuz strait which is unacceptable to us strategy, it also would allow them to build a pipeline to beijing, also unacceptable. it was always going to cost a lot, much more has been invested into the navy and a nuclear iran would devalue that immensely.

钱不是问题。一个拥核的伊朗能真正控制霍尔木兹海峡,这对我们的战略来说不可接受;同时他们还能建一条通往北京的管道,同样不可接受。这事本来就要花大钱,海军已经投入了巨额资金,而拥核的伊朗会极大削弱这笔投入的价值。

#180 No.62566850
Anonymous · 2026-08-05 22:19

>>62566845

A coalition of 40+ nations and all their battleships and jets will easily usurp control from Iran. They can't do anything but attack defenseless civilians. When push comes to shove they're getting less than before. They're going to be sanctioned into the ground and their own resources taken from them by force. This is no longer about a little war but about the property of the entire world.

四十多个国家的联军,带着所有战舰和战机,轻松就能从伊朗手里夺回控制权。他们除了攻击手无寸铁的平民什么都干不了。真到摊牌的时候,他们得到的只会比现在更少。他们会被制裁到土里,自己的资源也会被强行夺走。这已经不是一场小战争的问题,而是关乎全世界的财产。

#181 No.62566851
Anonymous · 2026-08-05 22:19

>>62566832

sneed was in the red all day until the last hour dump off, micron stayed green until it also had the last hour dump

sneed一整天都在跌,直到最后一小时砸盘出货;micron一直保持绿色,结果最后一小时也照样砸盘。

get the feeling it'll bounce back faster desu

感觉它会很快反弹回来的说。

#182 No.62566852
Anonymous · 2026-08-05 22:20

>>62566474

>couldnt handle the immense emotional torture of my losses

>受不了我亏损带来的巨大精神折磨

>sold

>would have undone all my losses had I held

>要是当时拿着不放,所有亏损就都回来了

yippie i love this part

耶耶耶我就喜欢这段

#183 No.62566853
Anonymous · 2026-08-05 22:20

>>62566835

Besides the political backlash that would cause domestically it's also not logistically feasible because the dire state of their navies, NATO is a paper tiger

除了在国内引发政治反弹之外,这在后勤上也不可行,因为他们海军的状态惨不忍睹,北约就是只纸老虎。

#184 No.62566854
Anonymous · 2026-08-05 22:20

>>62566829

>they're going to celebrate as if doing nothing wouldn't have been better.

>他们会庆祝得很开心,就好像什么都不做不反而更好一样。

MAGA is already trying to shift the narrative to:

MAGA已经开始把话术往这个方向转了:

>If we didn't start this war then Iran would have launched nukes on American soil within a year

>要是我们不主动开战,伊朗一年之内就会在美国本土扔核弹 ⋆ 哦是吗,那伊拉克、阿富汗、也门、叙利亚不是都搞得挺好的嘛……

#185 No.62566855
Anonymous · 2026-08-05 22:21

>>62566850

oh yeah that worked out so well in iraq, afghanistan, yemen, syria...

噢,对啊,这招在伊拉克、阿富汗、也门、叙利亚……可真是管用得很。

#186 No.62566857
Anonymous · 2026-08-05 22:21

>>62566854

I really wish Iran would nuke the fuck out of America so little coddled pieces of shit like you would regret ever forming an opinion

我真希望伊朗把美国炸个稀巴烂,这样像你这样被惯坏的烂货就会后悔当初居然敢发表意见。

#187 No.62566858
Anonymous · 2026-08-05 22:21

>>62566850

You're severely overestimating the state of those nation's military ability in 2026 as well as the political backlash it would cause, it would kill their political career in one swoop

你严重高估了那些国家2026年的军事实力,也低估了这会引发的政治反弹,一招就能把他们政治生涯全部葬送。

#188 No.62566860
Anonymous · 2026-08-05 22:22

>futures

ServiceNow bros did we just miss the generational top? Is the party over?

ServiceNow兄弟们,我们是不是刚错过了历史级大顶?狂欢结束了?

图片: https://i.4cdn.org/biz/1785968520459809.png

#189 No.62566861
Anonymous · 2026-08-05 22:22

>>62566850

lol

#190 No.62566862
Anonymous · 2026-08-05 22:22

>>62566857

You said Kamala would start a war against Iran. Now you're saying war is good?

你之前说卡玛拉会跟伊朗开战,现在又说战争是好事?

#191 No.62566863
Anonymous · 2026-08-05 22:23

>>62566855

There's no comparison at all. We're talking about the entire world providing safe transit to a waterway that an utterly delusional terrorist regime is trying to charge for. Iran doesn't even begin to stand a chance. We're literally giving them their only opportunity they'll have.

这根本没法比。我们说的是全世界在为一条航道提供安全通行,而一个彻底疯了的恐怖主义政权想在这收过路费。伊朗连半点胜算都没有。我们简直是白给他们唯一的机会了。

#192 No.62566865
Anonymous · 2026-08-05 22:24

>>62566862

>I said this

>我就是这么说的

Keep changing subjects cock sucker

别老转移话题了,狗东西。

#193 No.62566866
Anonymous · 2026-08-05 22:24

>>62566863

lol

#194 No.62566867
Anonymous · 2026-08-05 22:24

>>62566863

Nigger the West's navies have been hollowed out over the decades, they don't have the capability to defend shipping in the strait

黑鬼,西方海军这些年已经被掏空了,他们根本没有能力保卫海峡的航运。

#195 No.62566868
Anonymous · 2026-08-05 22:25

>>62566848

Yep. As europoorean it's even worse. some things I have to decide to sell by 6 PM or I'm fucked. That's noon in usa. On 8 june, 6pm marked the pico bottom. I sold and it continued to pump for 2 days straight. Cut my gains right in half. My only cope is that my portfolio would've been worth less today had I held. But thats only because I didnt simply allin S&P or allworld ETF (which I proudly underperformed)

没错。作为欧洲人更惨。有些票我得在下午6点前决定卖不卖,不然就完蛋了。那是美国的中午。6月8日下午6点正好是谷底。我卖了之后它又连着涨了两天。收益直接被砍了一半。我唯一的心理安慰是今天如果我还拿着,持仓反而更少了。但那只是因为我没直接全仓标普500或全球ETF(我还得意洋洋地跑输了)。

#196 No.62566869
Anonymous · 2026-08-05 22:25

>>62566858

if it came down to it they would, they were expected to at the conference in july and markets only started plunging because they didn't. one day after iran suddenly found courage and broke the mou. if they push too hard though nato will step in and they know that already

真到了那一步他们会的,七月份的会议上大家本来就指望他们这么做,市场之所以开始暴跌就是因为没做。伊朗突然有了胆量、撕毁谅解备忘录的那一天,美股就开始崩了。但他们要是逼得太狠,北约就会插手,这点他们心里清楚得很。

#197 No.62566871
Anonymous · 2026-08-05 22:27

>>62566474

图片: https://i.4cdn.org/biz/1785968822263974.jpg

#198 No.62566872
Anonymous · 2026-08-05 22:27

>>62566869

NATO doesn't have the capability to do shit, here's a video showing you the current state of the British Navy, keep in mind the West also has naval obligations all over the world even during times of war

北约根本屁都干不了,这有个视频给你看英国海军现在的惨状,别忘了西方国家在全球各地还有海军义务要尽,哪怕在打仗的时候也一样。

https://youtu.be/Gru2EDJvj9Q?t=496

#199 No.62566874
Anonymous · 2026-08-05 22:27

>>62566863

>everyone else needs to come pull the US' chestnuts out of the fire for them

>其他所有人都得来替美国擦屁股

>"why?"

>THEY JUST DO OKAY

I'm not even particularly against this war, but you're being retarded.

我倒也不是特别反对这场战争,但你这话说得也太蠢了。

图片: https://i.4cdn.org/biz/1785968844913913.jpg

#200 No.62566875
Anonymous · 2026-08-05 22:27

>>62566863

>pay tens of billions in weapons and men every year

>每年掏几百亿买武器养人

>one sand nigger with an rpg every few weeks justifies this

>每隔几周一个拿RPG的沙漠蛮子就能证明这钱花得值

you are delulu sis. the oil coming out of the strait isnt even worth the money needed to fund 24/7 protection. the US spent 20 years in afghanistan for nothing. there will always be a jihadi and a gun for him. trump bombed the fuck out of them and ran out of ammo. if the world's largest military, bigger than every other country's combined, cannot secure it nothing will. you are using a hammer for a screw.

姐妹你想多了吧。海峡里流出来的石油根本不值那全天候护航的钱。美国在阿富汗耗了20年,啥也没捞着。圣战分子永远杀不完,枪也永远有得买。川普把他们炸了个稀巴烂,结果弹药都打光了。全世界最大的军队,比其他所有国家加起来都强,都守不住的地方,那就没谁能守住了。你这是拿锤子拧螺丝。

#201 No.62566877
Anonymous · 2026-08-05 22:28

>>62566850

nobody really knows whose got what.

到底谁手里有啥牌,没人真知道。

none of those militaries, or political willpowers, have been tested in decades. following the one day SMO in venezuela, everyone was convinced that iran was cooked. but then trump chickened out. it begs the question why? was it just trump whose a pussy, or did iran really put up that much of a fight?

这些军队也好,政治意志也好,几十年都没被真刀真枪考验过了。委内瑞拉那次特别军事行动一天就完事之后,所有人都觉得伊朗死定了。结果川普怂了。那就让人忍不住想问,为啥?是川普本人就是个软蛋,还是伊朗真那么能打?

so its really hard to say who is capable of what. in theory its a third world country vs 11 aircraft carriers. but the world is complicated...

所以真的很难说到底谁有几斤几两。理论上是一个第三世界国家对阵11艘航母。但世界没这么简单……

to truly find out, you have to 'run the experiment' and actually 'do it'. but that means facing the possibility of blowing up a good thing - being some grifter eurocrat is very comfortable. why risk it?

真想搞清楚,就得"做实验",真去"干一票"。但那就意味着可能把现在的好日子给炸没了——当个逍遥的欧洲官僚多舒服啊。干嘛冒这险?

#202 No.62566878
Anonymous · 2026-08-05 22:28

anyways it's late babes. i got too sunburned so no beach tomorrow, i'm gambling on biotech by day and doing monte carlo by night (ticker MAIN on euronext)

算了宝贝们,夜深了。我今天晒伤太严重,明天去不了海滩了,白天赌生物科技股,晚上做蒙特卡洛模拟(Euronext上的代码MAIN)

#203 No.62566881
Anonymous · 2026-08-05 22:29

>Trump on oil prices: We may have to raise them again. You know what happens when we raise them, but we hope we don't have to.

>川普谈油价:我们可能还得再往上涨。你们知道涨了会有什么后果,但我们希望不必走到那一步。

oh. my fucking. god. i was right. bessent is the world's gayest yesman. he understands this but doesn't care. billions must die...

天啊。我的老天爷。我说对了吧。贝森特就是全世界最怂的应声虫。他心里明白,但根本不在乎。几十亿人得死……

>>62566875

nah bro we got alot of people addicted to heroin out of afghanistan. great success

不,老哥,我们在阿富汗可是让不少人染上海洛因毒瘾了呢。大获成功。

图片: https://i.4cdn.org/biz/1785968990172273.jpg

#204 No.62566882
Anonymous · 2026-08-05 22:30

>>62566878

sorry, BAIN

抱歉,是BAIN

图片: https://i.4cdn.org/biz/1785969001462518.jpg

#205 No.62566884
Anonymous · 2026-08-05 22:31

which one of you Leopold fuckers said MU will never drop below $900 again? im gonna booty rape you.

你们哪个利奥波德的傻逼说过美光股价永远不会跌破900的?我要把你菊花爆了。

图片: https://i.4cdn.org/biz/1785969070936059.jpg

#206 No.62566886
Anonymous · 2026-08-05 22:32

>>62566877

>it begs the question why? was it just trump whose a pussy, or did iran really put up that much of a fight?

>那就让人忍不住想问为啥?是川普本人就是个软蛋,还是伊朗真那么能打?

The US is not willing to pay the cost

美国是不愿意付那个代价

They could easily win but the cost is thousands dead, and temporary economic malaise. They already literally cant fight on weekdays because they know stocks bonds & credit are all walking a tightrope

他们想赢当然能赢,但代价是死几千人,外加经济短期震荡。他们现在连工作日打仗都打不了,因为他们知道股市、债市和信用全都绷在一根钢丝上。

#207 No.62566887
Anonymous · 2026-08-05 22:33

>>62566881

>You know what happens when we raise them

>你知道我们涨了会有什么后果

The nasdaq rallies 40% in 8 weeks? Let's do it. I'm willing to take that risk

纳斯达克8周涨了40%?干就完了,我愿赌服输。

#208 No.62566889
Anonymous · 2026-08-05 22:33

I sometimes forget the world only has two big navies, and one of them is in the opposite axis.

我有时候会忘记,世界上只有两大海军,其中一支还站在对面阵营。

#209 No.62566891
Anonymous · 2026-08-05 22:33

>>62566877

The US is lacking munitions, this is an undeniable reality, the US also can't penetrate the underground missiles complexes that Iran has built, this is also an undeniable reality, the US used almost all their bunker buster bombs during Operation Midnight Hammer when they destroyed Iran's nuclear facilities

美国弹药短缺,这是不争的事实;美国也打不穿伊朗建的地下导弹库,这同样是不争的事实。美军在“午夜之锤”行动中炸毁伊朗核设施时,几乎用光了所有钻地弹。

#210 No.62566892
Anonymous · 2026-08-05 22:33

>>62566877

Trump doesn't want any dead American soldiers before midterms, it would mean a complete rout in congress who would then turn around and legislate him unable to continue in Iran. If I were a betting man, I would say that we're going to see this same back-and-forth until January, at which point we see a full boots-on-ground invasion.

特朗普不想在中期选举前有任何美国大兵阵亡,那会让国会让彻底翻盘,反过来立法让他没法继续在伊朗动手。要我押注的话,我觉得这种拉锯会一直持续到一月,然后就是全面地面入侵。

#211 No.62566895
Anonymous · 2026-08-05 22:34

>>62566865

>denial

lol

2 more weeks until Iran nukes America!

再过两周伊朗就要核平美国了!

#212 No.62566896
Anonymous · 2026-08-05 22:35

>>62566783

LMFAO GET FUCKED TIM APPLE, DUMB BITCH

#213 No.62566899
Anonymous · 2026-08-05 22:35

>>62566892

Democrats are going to sweep the midterms, they will have the ability to override his presidential veto and end the war, he will be impeached and convicted

民主党会在中期选举大胜,他们能推翻总统否决权结束战争,他会被弹劾定罪。

#214 No.62566900
Anonymous · 2026-08-05 22:35

>>62566892

Agreed. Iran is running out of time.

同意,伊朗时间不多了。

#215 No.62566901
Anonymous · 2026-08-05 22:36

>>62566852

I know this part only too well

这段我太熟了。

I found revenge trading can counter it sometimes

我发现报复性交易有时候能对冲这个。

图片: https://i.4cdn.org/biz/1785969378765677.png

#216 No.62566903
Anonymous · 2026-08-05 22:37

>>62566783

smart. datacenter builders will spend hundreds of percent more per GB than consumers will.

聪明。数据中心建设方每GB花的钱比普通消费者多几百个百分点。

#217 No.62566905
Anonymous · 2026-08-05 22:38

>SOXL now green in aftermarket

>SOXL盘后转绿了

图片: https://i.4cdn.org/biz/1785969507360620.png

#218 No.62566906
Anonymous · 2026-08-05 22:38

>>62566872

you have no clue what you're talking about. nato would be more than sufficient and either way you're just making up rules and citing youtube videos. if it came down to it we could drop nukes on iran, we can compel them they're just trying to do it as cheaply and cleanly as possible iran is just being a brat because they don't care about their own people

你根本不懂你在说什么。北约绰绰有余,不管怎样你就是在瞎编规则然后拿YouTube视频当证据。真到那一步我们可以往伊朗丢核弹,我们能逼他们就范,他们只是想把代价降到最低、做得干净点。伊朗就是耍横,因为他们根本不在乎自己的人民。

#219 No.62566907
Anonymous · 2026-08-05 22:38

This general is our Comfy Chatbox

这位将军就是我们的舒适聊天室。

4ch used to be as fast as /smg/. Now smg is like a microcosm. A modern boomerfied balding version of /b/. Now we discuss the news like Friends. Other boards are dead or retarded. This is my final home................i even appreciate the anome posters,.....DESU(nigger)

4ch以前跟/smg/一样快。现在smg就是个缩影,一个现代化、秃头化、老龄化版的/b/。现在我们像《老友记》一样聊新闻。其他板块不是死了就是傻了。这是我最后的家了……我甚至开始欣赏那些匿名发帖的人了……DESU(nigger)

#220 No.62566909
Anonymous · 2026-08-05 22:39

how do I financially profit off the cope and seethe if voters completely reject zionism this midterm?

要是选民这次中期选举彻底拒绝犹太复国主义,我怎么从那些破防和酸话里捞钱?

图片: https://i.4cdn.org/biz/1785969575032747.jpg

#221 No.62566910
Anonymous · 2026-08-05 22:39

>>62566892

i do believe that people are significantly underestimating the possibility of boots on ground, and significantly overestimating the political cost of thousands, even tens of thousands of KIA US soldiers.

我真觉得大家严重低估了地面部队介入的可能性,又严重高估了成千上万甚至数万美军阵亡的政治代价。

the domestic issue will become "either youre with us or against us" very quickly. infact i fully expect that hispanics will be by far and away the most vocal and militant pro-US voices.

国内议题很快就会变成“不是站在我们这边就是反对我们”。说实话我完全预料到,西语裔会绝对是最大声、最激进的支持美国的群体。

>>62566899

to stand in the way of trump, is to stand in the way of the zionist lobby. do democrats have the vision, the tenacity, the balls to do that?

挡特朗普的路,就是挡犹太复国主义游说集团的路。民主党有那个眼光、有那个韧性、有那个胆子去干吗?

i dont think so. the democrats have already signalled very clearly (by virtue of their silence and absent political lobbying) that they will not interfere with trump where zionist interests are concerned.

我觉得没有。民主党已经通过沉默和不参与政治游说明确表态了:在犹太复国主义利益面前,他们不会跟特朗普对着干。

#222 No.62566911
Anonymous · 2026-08-05 22:39

Here is my portfolio. I spent a year researching it and tweaking it. Every ticker is there for a strategic reason, not just, "I'm going to go chase past performance!"

这是我的投资组合。我花了一年时间研究它、微调它。每一个代码背后都有战略原因,而不是那种“我就去追历史业绩”的心态。

For months, it never felt quite right, but now I finally settled on my last tweak. I want other people to copy it so I can make more money. One condition, if oil peaks over $120, sell ERX and buy GNR, then buy ERX again when oil is back under $70

好几个月都觉得不太对劲,但现在我终于敲定了最后一次调整。我想让别人照着抄,这样我也好多赚点。有一个条件:如果油价突破120美元,就卖掉ERX买入GNR,等油价回到70美元以下再买回ERX。

IGM 20%

SGRT 10%

CHAT 10%

FMTM 10%

PAVE 7%

ROBO 7%

DFIV 7%

OPPJ 3.5%

UGL 3.5%

ERX 3.5%

MXI 3.5%

DBMF 5%

KMLM 5%

CTA 2.5%

AHLT 2.5%

I'll go over how it's set up. The core, or body, IGM, is expanded tech. The fact is, tech, is what drives the vast majority of economic growth. You can't go wrong holding tech for the long term. FMTM and SGRT are high turnover momentum chasing funds that together make up the legs of the fund. They can churn through tickers in a month, and SGRT is specifically earnings chasing. FMTM is momentum as well, but, for being momentum, it has a kind of low correlation with momentum, kind of defensive momentum. The great thing about those momentum funds, it doesn't matter what the market regime is, they're going to rotate into the winners. Between those three funds, that's 40% of the portfolio. CHAT, ROBO, and PAVE are the sleeves of the portfolio. CHAT is AI, though, it's not an exclusive semis bet like most other AI funds. ROBO is robotics. PAVE is industrial bull which, by the way, does have some tickers in it correlated with the AI trade, but it's not very correlated with it.

我来讲讲它的结构。核心,也就是主体,是IGM,属于扩展科技板块。事实是,科技驱动了绝大多数经济增长。长期持有科技股错不了。FMTM和SGRT是高换手率的动量追逐型基金,两者合起来构成基金的“双腿”。它们一个月内就能换一批标的,SGRT专门追财报行情。FMTM也是动量型,但它虽然归类为动量,跟动量的相关性却偏低,算是一种防御型动量。这些动量基金的好处在哪呢:不管市场处于什么状态,它们都会轮动到赢家头上。这三只基金加起来占组合的40%。CHAT、ROBO和PAVE是组合的“外层袖套”。CHAT是AI,但它不像大多数AI基金那样只押注半导体。ROBO是机器人。PAVE是工业牛市,顺便说一句,它里面确实有些标的跟AI交易相关,但相关性不大。

Next is OPPJ and DFIV. Both are international value funds. OPPJ is a bet on the Japan export economy, and DFIV is international value that's a factor fund that tries to weed out the value traps with its screening methodology. It's a small international bet. Sometimes I regret only allocating 10% to international. In most regimes, international value is negatively correlated with momentum.

接下来是OPPJ和DFIV。两者都是国际价值型基金。OPPJ押注日本出口经济,DFIV是国际价值因子基金,靠它的筛选方法试图剔除价值陷阱。这是一个小规模的国际配置。有时候我后悔只给国际配了10%。在大多数市场环境下,国际价值跟动量呈负相关。

anyway, I hit the message limit

算了,我话说到上限了。

#223 No.62566912
Anonymous · 2026-08-05 22:39

>>62566906

>We can just nuke Iran

> 我们直接把伊朗炸了得了

These are the retards who post here

这论坛发帖的就是这些智障

#224 No.62566914
Anonymous · 2026-08-05 22:41

>>62566912

>nuh uh you can't do that

> 不不你不能这么干

making up rules.

自创规则是吧。

#225 No.62566915
Anonymous · 2026-08-05 22:41

>>62566899

Its definitely a possibility, but if they believed that, then they wouldn't be pussy-footing around like this and just go for the throat. Hell, if there was a decisive victory, or even significant progress, the midterms would probably go the other way.

这确实是一种可能,但如果他们真这么想,就不会这么畏手畏脚了,直接一刀封喉。说真的,要是能打个决定性胜仗,哪怕有重大进展,中期选举的结果大概率就会反过来。

#226 No.62566918
Anonymous · 2026-08-05 22:42

>>62566914

You're an unserious person

你这人说话不正经。

#227 No.62566919
Anonymous · 2026-08-05 22:44

>>62566911

midwit portfolio

半吊子组合。

图片: https://i.4cdn.org/biz/1785969859417421.png

#228 No.62566924
Anonymous · 2026-08-05 22:46

>>62566912

it is a worthwhile thought experiment.

这倒是个值得琢磨的思想实验。

objectively, what would happen if the US nuked iran?

客观来讲,美国要是真用核弹炸伊朗,会发生什么?

i think the most disturbing thought is... nothing. there would be a torrent of shaking fists and gnashing of teeth, and the domestic US situation would also self-flaggelate. but fundamentally, from a power play perspective, what conceivable cost could iran, or others, impose on the US? perhaps the russians would sink a carrier? they wouldn't dare. nor would china, needless to say.

我觉得最瘆人的想法是……啥也不会发生。会有一堆人挥拳抗议、咬牙切齿,美国国内也会上演一场自我鞭挞。但本质上,从权力博弈的角度看,伊朗或者别的国家能对美国施加什么实质代价?也许俄罗斯会击沉一艘航母?他们不敢。中国更不用说,也不会。 ⁾ 说句悲哀的话,美国其实真没有理由*不*炸伊朗,除非考虑人道主义关切,以及当前政府成员的个人政治野心和声誉。

sad to say but the US actually has no real reason to *not* nuke iran, outside of humanitarian concerns, and the personal political ambitions/reputations of the current government.

说起来挺遗憾的,但美国其实真没什么理由不去核平伊朗,除非是出于人道考量,再加上现任政府那些个人的政治野心和名声顾虑。

#229 No.62566925
Anonymous · 2026-08-05 22:46

>>62566918

no you are. you know why we don't have conventional bunker busters? because we only built like 30, because we have 1000 bunker busting nuclear warheads and they are pointless redundancies when we just wan to use kid gloves. we have been over this. you are a youtube addicted charlatan and a media narrative goyslave and i bet you're long goop stocks

不,是你。你知道我们为什么没有常规钻地弹吗?因为我们只造了大约30枚,因为我们有1000枚钻地核弹头,当我们只想用温和手段时,它们就是多余的冗余。我们早就说过这事了。你是个沉迷YouTube的江湖骗子,一个被媒体叙事牵着走的傀儡,我敢打赌你手里还囤着Goop的股票。

#230 No.62566926
Anonymous · 2026-08-05 22:46

>>62566899

ah yes the antiwar democrats that supported every single war along with the neocons. this time they will say no to Israel and they mean it this time.

哦对,那些反战民主党人,他们和新保守派一起支持了每一场战争。这次他们会跟以色列说不,而且这次他们是认真的。

#231 No.62566927
Anonymous · 2026-08-05 22:46

>>62566909

Does MAGA love Israel now? Trump seems to be shilling for the kikes a lot recently.

MAGA现在爱以色列了?特朗普最近好像老是在给那帮犹太佬带货。

#232 No.62566928
Anonymous · 2026-08-05 22:46

>>62566911

Too many stocks

股票太多了。

#233 No.62566934
Anonymous · 2026-08-05 22:49

>>62566927

>now

Are you retarded?

你是脑残吗?

#234 No.62566937
Anonymous · 2026-08-05 22:50

What do you spend your money on?

你钱都花哪儿去了?

I spend about 80 a week on food and 800-2000 a month on whores. Everything else goes into the market so I can gamble.

我每周大概80块吃饭,每月800到2000块找鸡。剩下的全扔进市场里好让我赌一把。

图片: https://i.4cdn.org/biz/1785970224001224.jpg

#235 No.62566946
Anonymous · 2026-08-05 22:52

>>62566926

More democrats voted against the war in Iraq than for it. You probably don’t know that since you’re just making shit up, but I thought I’d enlighten you

投票反对伊拉克战争的民主党人比支持的还多。你大概不知道这点,因为你纯粹是在瞎编,但我想我也该提点你一下。

#236 No.62566947
Anonymous · 2026-08-05 22:53

>>62566937

Spend money?

花钱?

图片: https://i.4cdn.org/biz/1785970388140901.png

#237 No.62566952
Anonymous · 2026-08-05 22:55

>>62566937

why spend $1000 on things when you can spend it at the casino.

干吗花1000块买东西,不如拿去赌场花。

#238 No.62566955
Anonymous · 2026-08-05 22:57

>>62566937

>800-2000 a month on whores

>每月800到2000块找鸡

Are you satisfied?

你满意吗?

#239 No.62566957
Anonymous · 2026-08-05 22:58

>>62566905

Sminem smigger

Sminem smigger(斯利姆·斯尼格)

#240 No.62566958
Anonymous · 2026-08-05 22:58

>>62566909

the matter concerning iran is not really in voters hands.

伊朗这事儿其实不掌握在选民手里。

if anyone is capable of stopping the iran fiasco, its the china hawk faction in DC. they will have to present & win the argument that china is the bigger threat to US hegemony than the enemies of israel.

如果有人能阻止伊朗这场烂摊子,那就是华盛顿那帮"中国鹰派"。他们得拿出论点并赢得辩论,证明中国对美国霸权的威胁比以色列的敌人更大。

#241 No.62566959
Anonymous · 2026-08-05 22:58

>>62566937

75% of my paycheck goes into stocks and index funds.

我工资的75%都扔进股票和指数基金里。 ⟦ 你什么都不买吗?

#242 No.62566960
Anonymous · 2026-08-05 22:59

>>62566947

You don't spend on anything at all?

你什么都不花钱吗?

>>62566952

I like the idea of rewarding myself when I have a good week and depriving myself when I have a bad one.

我喜欢那种好日子奖励自己、坏日子克扣自己的感觉。

>>62566955

I could use some more money to spend on pricier high end whores but things aren't bad

我倒是能多花点钱找更贵的高端鸡,但日子也不算差。

>>62566959

And the rest?

那剩下的呢?

#243 No.62566964
Anonymous · 2026-08-05 23:00

>>62566958

No, wrong. They will need to prove that China is a bigger threat to Israel than Iran, and if they can do that, something might happen. The security of the US is of little consequence

不对,错了。他们得证明中国对以色列的威胁比伊朗更大,如果他们能做到,可能会有事发生。美国的安全反正不重要。

#244 No.62566965
Anonymous · 2026-08-05 23:00

what do i buy

我买什么?

#245 No.62566968
Anonymous · 2026-08-05 23:00

>>62566960

food/rent, nothing else.

食物/房租,别的没了。

#246 No.62566970
Anonymous · 2026-08-05 23:02

>>62566792

leveraged traders got fucked

加杠杆的交易者被干惨了。

#247 No.62566974
Anonymous · 2026-08-05 23:03

>>62566821

nigga there is no 'long way around'

黑鬼,没有什么"绕远路"这种说法。

This isn't the Red Sea

这不是红海。

#248 No.62566977
Anonymous · 2026-08-05 23:04

>>62566865

you clearly said that in your sleep

你绝对是说梦话时说的。

#249 No.62566979
Anonymous · 2026-08-05 23:05

>DIS

What a fucking dud.

真他妈废物一个。

图片: https://i.4cdn.org/biz/1785971132340949.jpg

#250 No.62566980
Anonymous · 2026-08-05 23:06

Fuckkkkk it just keeps getting worse. I really should've cashed out in June. I can't divide my focus right now. Do I just eat the loss and accept I lost several tens of thousands? As long as I focus on stocks I just won't be able to focus elsewhere without issue. I'd have been in such a great position had I cashed out in June. But no I fucking held straight down and now my attention is divided! Do I hold and hope it goes back up while not watching at all? Or do I just sell and hope that when I come back stuff like Micron is at $200 a share?

操操操,越来越糟了。我真该在六月就套现的。我现在没法分心。我是该认亏,接受我损失了几万块吗?只要我专注炒股,我就没法安心顾其他事。要是我六月套现了,现在处境得多好。但不行,我他妈一路死扛到底,现在注意力还分裂了!我是死拿着不看,盼它涨回去?还是干脆卖了,等回来的时候美光之类的涨到200块一股?

图片: https://i.4cdn.org/biz/1785971163607612.gif

#251 No.62566983
Anonymous · 2026-08-05 23:06

>>62566974

Actually nvm some countries such as Iraq are already selling oil with trucks

算了,其实有些国家比如伊拉克已经在用卡车运油卖了。

#252 No.62566984
Anonymous · 2026-08-05 23:07

how is a mere goy supposed to parse the nonsensical movements of the market?

一个普通憨憨怎么能理解市场莫名其妙的走势?

>uhh iran announced a deal but thats bearish

>呃,伊朗宣布了个协议,但那是利空的

>uhhh their earnings were above expectation so thats why it went down because of gravity or something

>呃,他们盈利超预期了,所以股价跌了,因为重力还是什么的

>uhhhh so they produce nothing and are unprofitable and thats what investors want

>呃,所以他们啥也不产出还不赚钱,而这就是投资者想要的

>uhhhhh when the """'fundamentals"""" are too good it can be a bad thing

>呃,当所谓"基本面"太好时反而可能是坏事

just shut the fuck up, its just 12 jews in a room pulling levers and switches to make shit go up and down without rhyme or reason

给我闭嘴吧,就是十二个犹太佬在房间里拉拉杆按开关,让行情上蹿下跳毫无逻辑

#253 No.62566986
Anonymous · 2026-08-05 23:08

>>62566984

the reason is to fuck you out of money and keep it for their jewish selves

目的就是把你的钱坑走,留着给他们犹太人自己花

#254 No.62566992
Anonymous · 2026-08-05 23:10

>>62566905

you're utterly insane if you're buying SOXL before the kospi dump

在KOSPI暴跌之前买SOXL,你完全疯了

#255 No.62566993
Anonymous · 2026-08-05 23:10

>SOUN

#256 No.62566996
Anonymous · 2026-08-05 23:12

>>62566980

You’re being crazy. Do not sell a huge loss. Line goes up

你疯了吧。别割肉卖大亏的仓。线是往上走的

#257 No.62566997
Anonymous · 2026-08-05 23:12

>>62566977

Okay let's pretend like I did. This isn't a war. Iran decided to engage in terrorism upon getting wiped out. This is now a counter-terrorism operation. You support terrorists? I hope you enjoy meeting the nice young men in black suits.

行,就当我做了吧。这不是战争。伊朗在被灭掉之后选择了搞恐怖主义。现在这是一场反恐行动。你支持恐怖分子?希望你享受跟穿黑西装的小伙们见面吧。

#258 No.62566999
Anonymous · 2026-08-05 23:12

>>62566984

Just hold for long term. Unless you have a bloomberg terminal and have insider knowledge, you're going to get heemed.

长期持有就完了。除非你有彭博终端和内部消息,不然你就是会被收割。

#259 No.62567000
Anonymous · 2026-08-05 23:12

>>62566968

>nothing on condoms

>和安全套毫无关系

It’s a dangerous game you’re playing

你这是在玩火

#260 No.62567004
Anonymous · 2026-08-05 23:13

>>62567000

If you need to wear a condom you need to reconsider your decisions in life

如果你需要戴套,你得重新考虑你的人生选择

#261 No.62567006
Anonymous · 2026-08-05 23:14

sold everything

全清仓了

it's over

完了

#262 No.62567008
Anonymous · 2026-08-05 23:14

>>62566911

it looks gigadiluted unless you are in the 7 digits

看着像是巨量稀释了,除非你资金是七位数

#263 No.62567016
Anonymous · 2026-08-05 23:17

>>62566937

Pretty much everything on my house payment and wife and kid.

差不多全压在了房贷、老婆和孩子上。

#264 No.62567018
Anonymous · 2026-08-05 23:18

>>62566984

Stocks go up because they are being bought more than they are sold, they are bought for many reasons some are sound some are speculative.

股票涨是因为买的人比卖的人多,买入原因很多,有些合理有些纯属投机。

Just follow the money, that's all that matters. It could be the best company in the world with a PE of 0.1 but if Mr Market isn't buying then it will not appreciate in value.

跟着钱走,这才是关键。哪怕它是全球最好的公司,市盈率才0.1,如果市场先生不买账,它一样不会升值。

图片: https://i.4cdn.org/biz/1785971889621388.png

#265 No.62567020
Anonymous · 2026-08-05 23:19

>>62566984

It's all just vibes anon

一切都看氛围感,兄弟

图片: https://i.4cdn.org/biz/1785971962635371.png

#266 No.62567023
Anonymous · 2026-08-05 23:20

>>62566997

nvm I was confusing you with someone else. You never said that

算了,我把你认成别人了。你从没说过那话

#267 No.62567027
Anonymous · 2026-08-05 23:21

>>62566863

lmfao look at this little baby bitch. i wish i could muss his hair. cute little baby retard

哈哈哈看看这个小怂包。我真想揉揉他头发。可爱的小蠢货

#268 No.62567029
Anonymous · 2026-08-05 23:21

>>62566946

oh cool. that surely stopped the war and funding for more wars including trump war on iran. next they'll denounce their Israeli citizenship too in two weeks.

哦真好。这肯定能阻止战争,还有更多战争的资金,包括特朗普对伊朗的战争。再过两周他们八成也会宣布放弃以色列国籍。

#269 No.62567030
Anonymous · 2026-08-05 23:22

>>62566746

图片: https://i.4cdn.org/biz/1785972143394959.png

#270 No.62567031
Anonymous · 2026-08-05 23:22

>>62566911

Can you narrow it down a bit and make one with like 6 instead?

你能不能缩小一点范围,做个大概六个选项的?

#271 No.62567032
Anonymous · 2026-08-05 23:22

>>62567020

This sloppa art is getting pretty good, I think the trillions invested are worth it.

这sloppa画风越来越好了,我觉得那几万亿投资值了。

#272 No.62567035
Anonymous · 2026-08-05 23:23

>>62567000

all the girls prefer anal these days. short condom manufactures.

现在姑娘们都喜欢走后门了。做空安全套制造商。

#273 No.62567037
Anonymous · 2026-08-05 23:24

>>62567030

That's what happens when you're both in the driver and passenger seat at the same time.

这就是同时坐驾驶座和副驾驶座的后果。

#274 No.62567038
Anonymous · 2026-08-05 23:25

>>62566980

>He didn’t prune in june.

>他六月没修剪。

You decisions today will haunt you for years to come, and you will get activated like a sleeper agent every time you see prunes at the super market.

你今天的决定会困扰你很多年,而且每次你在超市看到西梅干都会像被激活的特工一样触发。

amogus.

图片: https://i.4cdn.org/biz/1785972317996634.jpg

#275 No.62567040
Anonymous · 2026-08-05 23:26

everyone is sneeding and coping but I told you faggots just to buy AAPL and DIS instead of gambling on meme stocks.

大家都在恐慌和嘴硬,但我早跟你们这些家伙说了买AAPL和DIS,别去赌meme股。

图片: https://i.4cdn.org/biz/1785972364350703.jpg

#276 No.62567042
Anonymous · 2026-08-05 23:27

>Spy

bros... my calls might be saved...

兄弟们……我的看涨期权可能有救了……

#277 No.62567043
Anonymous · 2026-08-05 23:27

>>62567038

>Prune juice

>西梅汁

https://youtu.be/kujUaVmeY7c?si=GcyEIx0oOrx7Oog6

#278 No.62567044
Anonymous · 2026-08-05 23:28

>>62567030

that's good aon. i was hoping for much more catastrophy though desu

这挺好的兄弟。不过说实话我本来盼着更大灾难呢

>>62567037

kek

← 上一篇返回列表下一篇 →

(如果你觉得这篇文章有启发,可以点击这里付费