Deepseek spent a HALF A BILLION on NVDA chips despite their "cheap claims." Typical CCP pump and dump. And just like that QQQ back up.
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Deepseek spent a HALF A BILLION on NVDA chips despite their "cheap claims." Typical CCP pump and dump. And just like that QQQ back up.
Re: TSLA, I think it will tank some day, but I'm not buying puts. Lots of richer and smarter people than me have come to grief trying to time that crash.
Summit.. What's the source for the 500 million cost?. Still a lot cheaper than the 65 billion that Zuckerberg said he plans to spend for AI.
The FT article with the SemiAnalyis report is paywalled, but I have been a long time /. reader
https://tech.slashdot.org/story/25/0...ianalysis-says
China lied? No way.
Article by Venture Beat says deep seek cost 3% of the cost of Open AI and produced comparable results.. I would call that quite cheap in comparison!!....https://venturebeat.com/ai/deepseek-...3-of-the-cost/
Also.. Another informative article...https://www.theguardian.com/business...ch-stocks-fall
The initial investment in the deepseek product doesn’t really matter. Maybe it was state sponsored. Shale oil production was largely funded by government investment. China has a state goal to lead in AI.
That said. Right after the market closed Friday the “news” about deepseek was all over news feeds. Probably nefarious at some level
I saw that Pelosi got out of Nvidia last week, what a coincidence!
I read that TSLA is ‘a trillion and a half dollar meme coin’
fact?
This guy is real AF. He will probably mysteriously hang himself.
This is all anyone needs to know. Also none cares
https://youtu.be/m6lObdE3s10?si=NfE6gmS3jP6E2q6g
Hard to argue with that when they're #14 in worldwide sales volume yet trading at a valuation higher than #1-13 combined, and 5x higher than #1 Toyota.Quote:
Originally Posted by shroom
I always circle back to this when I look at their trading price. With their profit margin on cars, I don't think you could justify it if you forced every US car buyer to have a Tesla. Nor do I think their IP or infrastructure is so remarkable that long term licensing or a take over would ever make sense. If someone can try to make the case where some future/potential market conditions justify their valuation beyond meme-ishness, that'd be great.Quote:
Originally Posted by bfree
Private energy company ^
Am probably a bit late to this but DeepSeek is very real. It's a good use of open source AIQuote:
Originally Posted by JimmyCarter
I probably should have said psyop, as it was more about the relative dollar spendQuote:
Originally Posted by LeeLau
How are mags redeploying your investments and what is your outlook and timeframe?
<p>
</p>Quote:
Originally Posted by summit
<p>
Timeframe- indefinite</p>
<p>
Redeployment moves- none, other than usual rebalancing.</p>
<p>
Outlook- I have no idea what will happen. I think staying invested and not trying to time shit is the best move. If I had to make a prediction, I think that inflation is going to be sticky or even rise because of tarriffs. I think the Fed will be forced by the Trump administration to keep rates lower than they should be in the face of sticky or rising inflation in order to pump the economy and the stock market, which may lead to stagflation. There is no adult in the room. There is no Paul Volcker. Gotta stay invested and hold assets in that kind of environment, and it is best to stay invested in any environment. </p>
It always is, assuming your risk profile hasn't changed.Quote:
I think staying invested and not trying to time shit is the best move.
I mean, it’s literally insane to not be invested at this point. the world now runs on this premise of creating wealth without working. working for money will only leave you behind.
we used the facade of public companies to make this seem reasonable for a long time, but the meme coins should make this more apparent.
worded another way, to me, future growth assumption is already priced in to our lives.
Yeah, TSLA is a meme stock. From JP Morgan: TSLA Shares Somehow +5% After 38% EBIT Miss on Lowest Margin in Years as +20-30% 2025 Deliveries Outlook Revised to 'Return to Growth' But Expect Fundamentals to Eventually MatterIt's not clear to us why Tesla shares traded as much as +5% higher in the aftermarket Wednesday, although we have some leading theories. Perhaps it was management's statement that it had identified an achievable path to becoming worth more than the world's five most valuable companies taken together (i.e., more than the $14.8 trillion combined market capitalizations of Apple, Microsoft, NVIDIA, Amazon, & Alphabet). Or maybe it was management's belief that just one of its products has by itself the potential to generate "north of $10 trillion in revenue". It may have even related to management guidance for 2026 (no financial targets were provided, but it was said to be "epic*) and for 2027 and 2028 ("ridiculously good").What does seem clear is that the move higher in Tesla shares bore no relation whatsoever to the company's financial performance in the quarter just completed or to its outlook for growth in the coming year.
I am very conservative as far as stocks are concerned and sold 50% to cash at the beginning of the month. I honestly don't see this ending well with dumpy burning shit down, so we'll see.
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^ flaming idiot. Good thing you don't let your emotions get in the way. Die.
Life circumstances had me cashing out of 1/3 of my portfolio. I didn’t want to do it, but. Turned out to be not too bad, I sold off my AMZN, AAPL, and AMD, sold them all off on mostly highs (by dumb luck). Sold all my XOM, OKE, and half my EPD. I had a lot of EPD and sold it off via calls, collected some cash running short term OOTM calls before I had to bite the bullet and have them assigned.
I’m still putting every spare dollar I come across into the market. Trump isn’t going to burn it down, he’s going to give free reign to big business. I don’t like it, but as long as he’s going to do it I figure I may as well get my piece.
Good work Bob. I'm of the same mind as you. Like it or not Trump is good for those who have money to deployQuote:
Originally Posted by BobMc
I think there will be a lot of unintended consequences. Trump has never shown he has more than an inch-deep understanding of the issues.
That said, I do think the misguided euphoria will last about a year.
Best case IMO, but I am very pessimistic.
A sinking ship lifts all tides.
My crystal ball sees troubled waters with no life rafts.
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The Trump playbook will be deregulation, corporate tax cuts (or at least talking about them) and a fuck ton of deficit spending. I think there will be a boom until the wheels fall off
^yep
Killing off all safeguards to save a couple bucks until some predictable black swan is one obvious possibility. But I'm old enough to remember how Twitter died, so I'm trying to prepare for something much faster and less truthful than the first time around.
Feels like physical assets might get a bump.
Tarrifs, mercurial international policy, and goverment spending cuts could cause problems for the "deregulation make stocks go up"....?
I'm 95% invested, and 80% in major indexes/etfs/mfs.
Despite all the ridicule it receives, it turns out number go up is a better guide for how to do things than the alternatives on the table
“J.P. Morgan econs on Trump’s latest are “increasingly concerned that the policy mix may tilt into an unintentionally far less business-friendly stance. The sustained 25% tariff on Canada and Mexico set to start this weekend is materially different than the tariff increases built into our baseline.” https://bsky.app/profile/michaelsder.../3lh4x2xv7xs2h
People keep analyzing the idiocracy on fundamentals even though they know it's a meme government.
Leopard: I will eat your face - - - Bank analysts: Our baseline assumes no face-eating - - - Leopard: Chomp chomp chomp https://bsky.app/profile/pkrugman.bs.../3lh4z42vosk2i
The start of something bigger?
Stock futures tumbled Sunday night to kick off a new trading month as investors weighed new U.S. tariffs on goods from key trade partners and their potential impact on the economy and corporate profits.
Futures tied to the Dow Jones Industrial Average slid 611 points, or 1.4%. S&P 500 futures dropped 1.9%, while Nasdaq-100 futures lost 2.4%
And this just in....
Hedge funds have bet billions of dollars against Donald Trump’s America amid fears of a market crash.
Data from Goldman Sachs show there has been a surge in “short” bets against US stocks, meaning traders will make money when they fall in value, in a sign of growing concerns about the market.
In January, investors have placed 10 times more bets on US stocks falling than equivalent bets that shares in leading American companies would rise, the investment bank said. It suggests many traders are sitting on huge profits from the chaos earlier this week, when shares in big tech stocks slumped following a panic over the success of rival Chinese AI DeepSeek.
The increase in short bets marks a major turnaround in sentiment from November, when hedge funds piled into long bets on US stocks, predicting they would rise.
Hedge funds ploughed billions into so-called “Trump trades” in the immediate wake of the US election in November, on expectations the new president’s tax cuts and tariff policies would boost America’s economy.
A surge in clients giving their money to the funds in the wake of Mr Trump’s victory helped lift the amount of money managed by the industry to all-time highs of over $4.5 trillion (£3.6 trillion).
Things that make me go hmmmm.
Emoji trouble.
Berkshire is thirty percent cash
Extending the tax cuts is not more tax cuts. Getting more will not be easy if at all.Quote:
Originally Posted by summit