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Everything posted by Luke
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That many workers are replaced which adds to the bottom line margins of big tech is delusional IMO. Before that happens the capitol will be highjacked again or simply most consumers will become addicts and homeless because what happened to the rust-belt will happen in many western regions. I could very much imagine that happening but society will face a depression for the short term and then the government will come up with some "new deal" to provide the people a basic income who don't have to work anymore which will be financed by corporate tax hikes, capital gains tax hikes or wealth tax hikes. Or more of a deficit haha and the USD will then slowly implode leading to similar breakdown outcomes. The language models are how profitable now? The short-term winner is Nvidia but Apple, Microsoft, Alphabet, Amazon, Tencent, Baidu, etc are not paid to make Nvidia rich but to increase shareholder value which is not realized by going on an infinite capex spend to buy Jensens GPUs. Is someone an electrical engineer here? Apples chips have been a monster and their semiconductor design team is top notch. How long will they pay Nvidia for what they can order from TSMC or Samsung themselves? Will they allow Nvidia to have a software monopoly and have their margins impaired? I don't think so. This was a brilliant window for Nvidia and it will be open for a while but as you said @mattee2264, it seems implausible that this 3Trillion winner spawned and will be allowed to take this much money back home indefinitely, as the stock price suggests.
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Just a pathetic troll
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Ignore that fucker! @Parsad Cheers!
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E*Trade Considers Kicking Meme-Stock Leader Keith Gill Off Platform https://www.wsj.com/articles/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4
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Haha, i just need one Share in my Acc haha!
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What are you listening to ? (Music thread)
Luke replied to Spekulatius's topic in General Discussion
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Bought 1 Share in the company Gamestop. EDIT: Ticker is GME
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Yep but many apes took profit instead of hodling!
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Yeah, it's insane, pretty much the same is true in Germany right now. If you have a different opinion than the current government you get cancelled, verbally attacked, not invited, slandered. The level of balls you need to put yourself out there in public and stand for different opinions never had higher personal costs since the DDR in my opinion. Thanks to Tucker Carlson who really provides extremely high quality journalism with risk taking (like going and talking directly with Putin). Obama should give Tucker his nobel peace price.
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Great Stuff, listening right now
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Nahh...why Starbucks last?
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https://www.reuters.com/investigates/special-report/ukraine-war-frontline/ Life on Ukraine’s front line: ‘Worse than hell’ as Russia advances
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We will see how this plays out!
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But the west is of course obsessed with Navalny and playing this "oppression" story to prepare their societies for further war support and in the end maybe send some of their citizens there for Operation Freedom.
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Again, if this is what you have to say regarding Russia and their current leadership and if Western diplomats and leaders think similarly, there is no way that there is any de-escalation happening in this war until the US/UK/GERMANY/FRANCE literally raid Russia and take over the country. And because that is a serious risk and because Russians and Russian-speaking Ukrainians received huge backlashes in the country, he attacked the country. As long as the West is unable to establish relations with the Russian state without an absolute evil/black-and-white view, this war will escalate further where either Ukraine completely collapses because of getting close to tactical nukes or we will have full blown war with western forces. Do you have friends in russia? Were you ever in russia? I have multiple russian friends that still today regularly fly there and putins support is not at all as bad as you try to portrait it.
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It's never good to rely on one country that has a crazy orange man, now convicted felon, upcoming as president and a more and more unstable "democracy".
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Under that premice, it will be ever lasting war. Is Ukraine in a better position now to "negotiate" anything? And how many ten thousand Ukrainian men died since then or are disabled? NATO is off the table for Russia and it's a ridiculous demand by the west, nobody in their right mind would accept it, the US wouldn't accept it either themselves if they were in that situation. Violence as a reason for more violence, that's not how to de-escalate. Well, you see why I am saying that YOU should go to war too if shit hits the fan! So if what you think is a general view of the West, it is understandable that Putin sees a threat that wants his government and their current country removed. Imagine being a Russian speaking Ukrainian with a government that gets supported by people who think like you...why is Putin defending Russians in the East...? BECAUSE, as you said, they are hated (rightfully so, according to you) So many Russians (huge majority), surprisingly still stand behind Putin but the west just says its a kleptocrat, corrupt, propaganda blablabla...the more you share your view, the more understandable this conflict becomes and the more understandable russias reactions are.
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Nice one, I bought a SBUX starter share to track the business the last days...
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Maybe because Russia has valid security concerns regarding their own country? Is only the US allowed to threaten foreign countries establishing military operations close to them but the rest has to put up with 800+ developing bases?
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Could you elaborate? Not fully understanding what you mean
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Thats why emerging market etfs are so interesting, you pay a very low multiple and get paid a dividend the size of the total US index returns while larger GDP growth! Or emerging markets businesses!
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Yep!
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Yeah, considering taxes are different for everyone (i am not US) i didnt include it but your point is well taken! Still, if you are able to find businesses that trade at 27x earnings, grow sales more than 4.1% etc you will likely outperform over time as long as multiples and business stays stable. Not hard!!