Paarslaars

Great game? It was fucking disgraceful. Never been more ashamed of my country's football until now. They have two draws in the weakest group of the entire world cup... Still don't understand what Lukaku is still doing on that pitch... can barely hold a ball let alone properly pass or dribble. We have little to no dribbling skills except for Lukebakio and for some reason he doesn't even get to start. I would still give the advantage to Egypt here based on the past two games.

The US will print it...

Not seeing a lot of matches here as the time difference makes it difficult. Watched my country play against Egypt though, we sucked balls. Coach needs to get his act together or we won't last long.

I mainly do this by praying a lot and crying every now and then...

Added to NOW and MSTR

While that does apply to Nvidia, I don't think that applies to the entire AI supply chain. Your friend needs to dig a little deeper.

There is AI and there is the supply chain. As long as the hyperscalers keep spending capex, the supply chain makes money.

SK +15% today, seems like it was just a small liquidity drop due to rate hike fears... guess we might see one again at the next FOMC.

This seems like the most likely scenario. I wouldn't bet against Elon but the IPO valuation is quite stretched.

Isn't this similar to Facebook at the time? How will it make money, is someone ever going to pay to use facebook? And then it turned out they can make massive revenue via ads... They will find a way to properly monetize on AI, if not via subscriptions it will be via data mining & selling that data or other ways. While I agree on the charts thing, I don't think he 'has to' do these videos. He's done well enough... I also don't think we are in a rotation yet, the whole market went down on Friday, not just AI but also oil, silver, gold, btc, etc... this was just a liquidity drain due to rate hike fears. Wouldn't surprise me if we end up green today.

Well sure but that is the thing, price goes up because forward sales increase... if these estimations are correct then this isn't an issue.

Wish I sold a lot more other stuff too though

Not sure we are seeing a correction here. Just fear for rate hikes...

Fidelity lowers the minimum requirement for SpaceX IPO from 500k to 2k... man retail is going to get screwed. IPO at 100x sales and mom & pop investors can serve as exit liquidity.

Haha yeah maybe I should stick to that and become a trader, most of my long term investments (Nintendo, BTC/Metaplanet, FFH) have done horrible the past 6-12 months. My short term 'AI value chain basket' are all up 30-130% sinds I bought them the past 1-2 months.

Thanks, still relatively cheap to be honest if forward earnings are correct but I just have to imagine after memory prices tripling in a year that a lot of effort will also be put in minimizing memory use.

Sold MU today, 100% in two months is fine.

Not to mention those who do, worked hard and long to get there, they want to start reaping the benefits. So they easily spend >100k a year, trapping them in the rat race until they retire.

Now Jane Street pls...

Copilot gets it right though.

Down on the short term when the war is resolved, up on the long term as energy is going to be a bottleneck in human technological development.

I bought a position in Nippon Chemical Industries at around 3500 yen a few weeks ago. This is another 'bottleneck AI' position, they make barium titanate which is a dielectric powder used in MLCC's. They also procude high purity red fosfor used in InP wafer production. Second limit up day in two weeks today.

Still think MU is cheaper than NVIDIA... if NVIDIA does well, MU is likely to do better.

Of course when markets get too excited, a boom can turn into a bubble. edit: maybe a better graph:

Stack Overflow is basically dead...