/biz/ - Business & Finance

>>57614472
They're assembling motherboards. They've always been assembling motherboards. It's a scam built on top of a dead end business with terrible margins. Why is SMCI mooning when none of their competitors that produce better motherboards aren't? Hint: because they're committing fraud.

>>57036344
That's where I'm wondering how's this will end up...If literally everyone piles into the stock market and never sell, then the whole thing becomes a ponzi, or the currency becomes worthless and we Weimar now.
But if the currency is worthless, why having it in the first place, amiroight?

What the fuck is going on in Chyna? Their PE are order of magnitude lower compared to the Shit and Piss, yet they still sell a shitton of stuff.
Is it because of Politics?

>futures

what happened to the room temp superconductor that you midwits were so obsessed about last month?

>>55976742
>>55977001
>>55977586
Yeah the incoming CPI data for august will rekt everyone. July showed already a slight increase because oil increased a bit at then end of the month. Now oil is getting fucking expensive again, so I'll expect inflation going up again.
Yesterday Ambarella lowered guidance, which means Semis are still fucked for next quarter. there's AVGO coming up, but they might get saved by the server industry. But later in September, we're starting again with Micron, which will AGAIN post some terrible results and guidance, but this time around, I hope that markets won't keep living in a pipe dream of growth and hopefully tank. this will be the end of soxl

This shit made the news yesterday
https://www.reuters.com/technology/inside-chinas-underground-market-high-end-nvidia-ai-chips-2023-06-19/
which basically says chinks found a way to buy those restricted AI chips, but they have to pay 2x more. I'm starting to think that as soon as this grey market shit is slowing down, NVDA will crash hard, like when crypto tards stopped buying GPU.
I also tried to get into buying those A100 and H100 but the market is already overcrowded so I'm guessing we're reaching the top

So for once the dax didn't do a V shape scammy recovery JUST because the amerilards are in holidays?
Is is this simple? I'd say the US should take more often holiday so we can go back to proper market valuation, innit?

>>55137893
There was an article which said that chinks retails don't trust their stock markets since Xi put a capped price on houses/flats. Literally the population of china doesn't trust themselves anymore, knowing that, either companies are lying, or Xi could just step in and fuck you over. how fucking ironic is that?
Don't forget that a famous talk show got cancelled recently for a "joke" about the PLA, which led to a lot of frustration among chinks.

Unrelated, could someone explain me the price action in PM yesterday? why was everything so massively up to just then crash during open hours? I didn't understand this shit at all
Secondly, could the Trillon dollar valuation trigger some rebalance in investment funds, so that it would push the price even higher?

>>54677982
Following this, I wonder if there could be fuzzy logic rule (or NN or AI or whatever trendy bullshit you wanna call that), which would switch trading strategy based on which derivative the market is currently trading.
If we would be trading at first order, then the prices would be going down for long and the PE would more or less remain flat.
Now the PE are high and increasing, so we could say we're trading on second order momentum.
I don't really know what would mean to trade on 3rd order momentum. It sounds really messy as it would mean to trade on rate of change of PE ratio, so basically trade on volatility.
The more broader question would be what is the even that makes the market switch from one order to the other

>>54239233
where do you get that number from

>>53392299
Call me a brainlet, but how a liquidity dump from the treasury would help to pump the market? Does that liquidity directly go in cash account of companies?? or does it just make the dollar weaker?

>>52861734
proof or low quality b8

So if the put/call ratio was so high, it should pump even more at open due short covering right?

>>50361619
What about Aris or TheMainMan?

>>50348570
I think TSMC are overly positive about the situation here. they're making bank because they charge AMD, AAPL and NVDA a lot, but when consumer demands fade off, then they will also feel the pressure.
The actual guidance are the ones from the big boys, as they're the one taking the most part of various ETF. So if those tank, everyone will be pull down

>>50320336
Get a load of this ottawafag

>>50303291
nice. did you just take a huge dump and it came along like that or are you gonna put a bit more effort in that bait?

>>50273660
If you're white, go to Poland. Everyone there is white and everything is cheaper than in north America. Girls are pretty too.

If you're not white go somewhere in south Africa where its the same deal except the girls are ugly.

>>50016325
Nothing breaks the psyche more than unusually happy music on repeat. Like let's say "Jingle Bell Rock", "Macarena", "Tequila!", that "Easy Street" song from the Walking Dead.
Something something SOXL this IS stock related.

t. CIA agent

>>49756903
Contribute with what friend?
I know fuck-all about finance