/biz/ - Business & Finance

N

I

>Three /smg/s in the catlog
>one is 14 hours old

G

G

Based no frills edition

>>53357491
G

Everyone is bearish, therefore the market will continue going up to cause max pain.
The only way we crash is if every retail zoomer retard actually buys back in but they are all on the sidelines holding cash.

>>53357484
>>53357487
>>53357491
>>53357495
NO FUN ALLOWED

>>53357489
we are the only ones on /biz/ with something to say

am i banned?

Shorting NVDA at open. Hope Reddit fags pump the open

>>53357473
shill me some underrated stocks to buy and hold for 1-2 years

Previous: >>53354004

good start to the thread, janny

Kek baggies

>>53357508
Reddit is shorting with you, they are all retarded permabears.

SPRXX has a 4.14% 7 day yield and a 0.42% expense ratio. Is the yield after expense? Is this fund netting 4.14% or 3.72%?

>>53357515
jannies hate fun

>>53357504
dollar pegged stable coin yields and borrowing rates become interesting again compared to bonds and the "real economy"

Jerk it twice in a row for max gains

I am an insider. Don‘t go to the markets today, anon.

>>53357538
watch half of the thread get a 3 day ban now

>>53357489
good
/smg/ runs this shit

>>53357506
bump

Can anyone explain why a company In decline like NVDA is up 1.5% premarket on absolutely no news

>>53357509
DUTV

>>53357529
It’s 4.14%

/pmg/ faggot here you stock market faggots better dump gold today i want some cheapies

THAT'S ALL IT TAKES FOR A BULL RUN TO RETURN.

>>53357538
What'd I miss

>>53357489

>>53357551
I wonder how whoever took the picture managed to get the cat to keep the cigar in its mouth, never came acroos a cat that likes tobacco

>>53357561
NVDA is a great company and currently trading at a nice discount. If you are a reasonable person you would accumulate more shares here.

>>53357561
all news have been replaced by infotainment, so news can't influence the markets if they don't exist anymore

>>53357580
They were a great company when they had TSMs ASML lithography machine advantage. That advantage is completely gone now

>>53357561
Under 2% moves are noise

>>53357571
tried to spell the gamer word post by post

I THINK I KNOW WHAT THE FUCK WILL THAT BE

LETS DO THIS REDDIT

*BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG

WHAT THE FUCK WAS THAT???????

WHAT THE FUCK WAS THAT?!?

>>53357577
Fishflavoured smoke I wager

>>53357591
Idk what any of that actually means but I know they will continue to sell $1500+ GPUs and continue to print money. You bobos really over analyze stuff, the news barely matters.

>>53357561
This is a stupid forced joke

>>53357561
They make billions of dollars and the stock will rise 25~200% daily until the heat death of the universe on no new news

if you think about it logically there's been no news, market should be flat
all the current movements are fake since there's been no news
very manipulative of them to do this to the market with no news

>>53357610
gpus are the new iphones, pure status symbol consoomerism

fuck

>>53357610
Bears are getting retarded about this as >>53357613 demonstrates. They'll outright acknowledge that a company is printing money but then insist on betting against it.

>>53357625
Ya thats why I'm so bullish, people will actually pay the current prices and they will pay more every new generation.

>>53357610
the market for gpus isnt growing. AI needs not even close to the volume miners needed and gaming is in a slop, the majority of gamers use gpus from three generations ago, some about 6 years old

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

>>53357636
>miners
That shit is cope, GPU prices are never going down and sales will be fine. Nvidia will continue to make record profits in the next 2 years. Miners were never a significant part of the demand.

Just want to point out that DXY is green right now. I hope you all know what that means comes next for stocks.

>>53357636
>the market for gpus isn't growing
Okay dude are you legitimately retarded or just trolling?

>>53357616
This, all trading should be suspended while there are no news.

>>53357630
Troll. Here's your you now fuck off

>>53357647

>>53357648
Intel is crushing NVDA. Imagine relying on GPUs in 2023 instead of just producing the worlds fastest processors like chadtel

>>53357647
I do

>>53357515
they should double his pay honestly

my netflix doin a lil sum

>>53357655
...What?

>>53357649
He’s right. The market is flush with mining rigs. Maybe if buttcorn continues to run demand will increase but as it stands the GPU market is severely lacking.

if you're ever feeling bullish, remember the DOW has gaps to fill from the great depression

>>53357498
Thanks, you just crashed the marker

Cathie can suck my Bobo nuts

>>53357678
gap on deez nuts
lol gottem

>amzn pump
>mrkt dump

>>53357498
Bane?

>>53357673
>"my favourite streamer has the latest rtx 39472357 EXXXTREME therefore i need to buy it too!"
you underestimate the power of consoomer gaymers

can somebody link the website with the curve of the predicted interest rate?

Zoom out to 5 years on the s&p and nasdaq, it looks like things are flattening out or bottoming if you will.

WTF WAS THAT

>>53357690
>>53357691
Nutsmind

So we gonna see hard crabbing because of opex today?

>>53357692
They tried to bury us.

>>53357692
>amzn
nflx* wtf is wrong with me

>>53357695
You’re completely overestimating it.

TODAY

tough luck mumu, maybe if you beg enough I'll give you a gap fill day on monday.

>>53357710
>opex today
Ah fuckin hell I forgot.

>>53357695
steam stats is the best you have for pc conumer segment. over 60 run the 10xx series, 20xx and 30xx dont get close to 15% market share while the market is flooded with cheap ex eth mining rigs, 40xx series is not even 1% and amd has no food in the gaming market

I’m ready to ride this market into the ground. Bring on the recession.

>>53357711
Not yet brother, soon it will be our time.

Just bought more NASDAQ leverage 2, part of my DCA.

>>53357710
>>53357722
checked and hard crab style like you wouldn't believe

I just bought 500 shares of BOIL. Should be a 6x by April.

>>53357630
god I hate you retarded NVDA long newfag so much
you have been spamming the same gay shit for weeks
I am going to now spoonfeed you exactly why NVDA stock is under pressure, in the hopes that you read this, learn something, and stop shitting up /smg/ with your gay as fuck "why is it dumping for no reason??" "this is clearly manipulation!!" posts
>it doesn't fucking matter if a company is generating $6 billion in revenue or $670M in profit
>what matters is their valuation relative to their earnings
>what matters is their growth and future growth
let's say that coca cola was valued at 1 trillion dollars market cap. coca cola is a great company - they made gross profit $24 billion last year
Does them making $24 billion in gross profit make them worth $1 trillion market cap?
Fuck no!! That would be crazy!
this is the same logic that people have with NVDA.. it doesn't fucking matter how much money they're generating.. it matters their valuation, in relation to that valuation and their growth
another simpler example, to really get you to understand
>here, buy this banana from me for $100
>what? that's crazy, a banana isn't worth $100
>I can just go to the grocery store and buy one for $1
>that banana you're selling is overpriced, I'm not buying it
NVDA stock is the banana
investors care about growth, especially future growth - if a company's earnings are growing, and expected to grow in the future, investors are willing to pay a premium multiple for the stock - for example, if the company is growing very, very rapidly where they're doubling earnings every year for the past 5 years, as an investor I'd be willing to pay 50x the earnings.. however, information comes out that they will no longer be able to keep doubling their earnings, for whatever reason - the economy is weak, competition taking market share - their growth is expected to decrease in the future

>>53357737
Post crabs.
>Or really any animal webm I love animals

Everyone should long PCT. Will 20x over the next 5 years as the world's only producer of virgin-like recycled polypropylene. IMO DYOR.

>>53357738
I think BOIL might become the first ETF in history to trade negative.
You will have to pay money to sell your shares.

>>53357743
Dude, it's obviously a troll. Why even waste the time?

>>53357673
Wow okay this is like 14 year old levels of stupid. Did you know that the world is shifting towards using cloud computing in order to enable real-time high definition 3D rendering? Surely you understand how much computing power is needed to do that, and who the companies are that develop this stuff.

>>53357743
>NVDA is a banana
LOL holy shit okay man just read what I said above this. Anyone who thinks companies like Nvidia are done growing is so incredibly stupid that it's honestly impossible to have a sensible conversation about it.

>>53357746
What the fuck is his problem?

>>53357630
>>53357743
if their growth, and future growth is slowing, I am no longer willing to pay 50x earnings - I'll pay 40x, or 30x - this drives the stock price down, as the growth multiple compresses
there was no news - except that the economy is weakening
this will impact their future profits, future growth
instead of boosting earnings 50% since last year, they're expected to boost by 123% last year, they're expected to boost by 32% this year
this growth is lower than past growth - so investors will not pay the same crazy high multiple for the stock

>>53357746
wrong use of greentext

>>53357713
not one bit, take a single look at /g/ or /v/ and look at the consoomerism and battlestation/guts threads, the vast majority of tech is pure consoomerism

now remember that status is everything for zoomers which thrive on discord, twitch, twitter, and leddit approval; leddit even has their pcmasterrace thing where the /g/ and /v/ battlestation and guts consumerism is turned to 11
>>53357731
quite a strong increase in the last few generations, but that's not much surprise given how fucking hard it was to get any tech over the pandemic

>>53357765
>It's a troll to point out that NVDA is actually doing fine and will continue to do even better
hahahahahahaha cope and seethe you fucking faggot!

>>53357732
Based
Just bought JEPI myself for the 10%+ yield instead of fighting the clown market

>>53357473
>3 hours before end
>write covered call for 0.02 (0.75 transaction cost), so 1.25 profit in most optimal scenario
who else tries to pick up pennies before a bulldozer

>>53357771
Dude's just enjoying some thermal vent snacks.

>>53357770
again, it is about the rate of growth!
yes, they are still growing - but they are not growing as fast as they did before
people care about growing fast - they will pay more for a company that is growing fast, growing a lot, growing at a ridiculously fast pace
if growth slows, even if it's positive, even if they are still growing - nobody is denying this - even i they are still growing, if they are growing slower than they were expected to, the price falls
investors are not willing to pay the same high growth multiple premium on the stock if growth is not as fast, as big, as it was before

>>53357775
>greentext police
have a bear crab for your efforts

>>53357782
debating on liquidating my VOO for JEPI

>>53357785
lol i love 0dte cc's

It's quiet, almost two quiet.

>>53357786
>Once its got you, Its got you.

0dte fags really killed the vix. as soon as it rises, it just get silenced. It's been like that since two month now

>>53357805
Real talk delta P is some scary shit.

>>53357786
Intercrabbing!

NRSN recovering from yesterday lol

>>53357809
We really need all these put sellers to get obliterated so I can start selling puts for good money again.

>>53357786
How many crabs are there? I've counted like 20 so far

>>53357809
it'll eventually break, options sellers are addicted to the low risk they provide.

>>53357777
there is no demand among gamers for dlss and raytracing because the gaming dev industry is in such a slop that they havent produced anything since the cyberpunk 2077 flop that would require anything more powerful then a 1660ti. The only growth the "new" series saw was mainly oem builds

nvidias sales have been living offf eth mining for the past 6 years, gamers are irrelevant

>>53357830
You really don't want to know how many crabs there are.

>>53357809
degen option gamblers were a misteak

>>53357765
pretty sure he's legitimately retarded
can't tell if it's birth defect related or traumatic brain injury related but that nigger does not have two brain cells to rub together
bear crab for proof

What do we think about the short report that was dropped yesterday on planet fitness. It alleges that planet fitness is engaging in illegal billing because you can sign up online but to cancel you need to do it in person or mail a letter. Franchisees are also complaining that they are over saturating the market with gyms. Hell my town has 3 planet fitnesses

>>53357835
>nvidias sales have been living offf eth mining for the past 6 years
Okay dude this is just flat out wrong, to the point that I'm starting to think you're some kind of shill

>>53357843
Thats a Lotta crabs. Looks like this chart is right. I'm gonna go get food, market is boring

>>53357856
> Franchisees are also complaining that they are over saturating the market with gyms.
>NOOOOO PLEASE STOP GETTING IN SHAPE GOYIM
>BEING HEALTHY IS BAD FOR YOU

>>53357864
>this is just flat out wrong
Source? All of their previous earnings calls cited crypto mining as their biggest market by far.

>>53357782
The way it’s structured is pretty awesome compared to all other covered call funds. ELN CHADS RISE UP

>>53357869
Technically, I think they're squat lobsters, but we're all pincer friends here.

>>53357738
retard

>>53357875
Te franchisees want to make money. They are pissed that PF allows a new gym to be opened up around the block.

Bulls are trying to get out the gate, may end up green today.

>>53357630
>>53357770
>>53357864
anon, I have now spelled it out for you in the most simple language possible, the reasons behind the questions you ask
I am not making shit up, I am not just saying shit to troll you, genuinely trying to educate you, so you stop asking the same retarded questions day after day
please reread my posts, so that you can finally understand, and stop shitting up /smg/ with your homosexuality
>>53357743
>>53357774
>>53357792

>>53357864
AI is tiny and b2b customers might spend a lot, but its compared to the size the mining market had not relevant. Nvidia just straight out lost a semi professional segement that was willing to spend thousands because, like the professional segment they calculated with rois. Consumer markt doesnt do that.
A 3090 was 3.5K on the top of the mining craze, today a used one can be had for about 950

>>53357876
Everything I can find lists their data center business as their current strongest sector, which has nothing to do with crypto mining

>>53357898
planet fitness sucks ass tho unless you're living out of your car and need a place to shower.

>>53357835
steam hardware stats also show growth in:
>higher resolutions above 1080p
>increase in higher resolutions for multi-monitor desktop resolutions
>vr
need gpu power for those

>>53357625
this, so much this
plus games nowadays sell by requiring better CPUs

home sales data in 3 minutes

>>53357942
I don’t believe you

>>53357850
>>53357803
I think the mumus are write.

My god, if china continues to pump like that, they gonna get destroyed at their earnings. easy short.

>>53357927
pcvr is dead, its all mobile and standalone, look at meta computer, steam is a fly shit on the wall compared to metas sales. and the titles that vr offer run okay on a 1060 3GB and fine with a 1080ti, while nobody creates new titles because the risk to spend millions on something that sells 500 times in a year nobody is willing to take

>>53357956
cramer did say he was bearish on china a few days ago, nobody listened.

i am officially fomoing into soxs would it be silly to hold it over the weekend

>>53357489
i wish there was duplicate detection that would ban the person that attempts to post a general if one is already up

>>53357942
Bull market is here, plebs are buying houses again

>>53357971
very homo of you
are you a janitor perhaps?

>>53357971
Duplicate thread posting is a /smg/ tradition. We would loose so many ip's if that happened.

>>53357982
Bear market's here, plebs are selling houses again

>>53357982
>plebs are buying houses again
>-1.5

>>53357958
>he thinks pc gamers using vr wouldn't just plug in their headsets to get better quality and performance
and yes in some instances a 1060 might suffice but again that's on low resolutions, a bottom of the barrell experience

>>53357636
its growing in datacenters. nvidia does indeed make hardware but all the meaningful stuff happens in their proprietary software. without the perfectly optimized software you are nothing even if you manage to build a clone of the nvidia hardware

>>53357986
this>>53357971

>>53357955

>>53357983
lmao that is just sad, being a janny is so unanimously hated and despised

WHY ARE MY NUMBERS NOT MOVING?

>>53357982
Now show how many new houses being built are being pulled out of contract not completed.

>>53358000
I know, that is what buyers have paid for since the 20xx series, R&D. I was under the impression that was a one time off, but they apparently got away with it because of mining demand and have repeated it not once or twice but trice. the 40xxx series is still an R&D project with users as beta testers.
>Datacenters
if remote gaming should ever take off, I am with you, until then, fuck gpu manufacturers, make taiwan china gain

>ALPHABET TO CUT 12,000 JOBS
>bullish, jpow will HAVE to loosen rates and tek will go back up, long the nasdaq!

>>53358011
>being a janny is so unanimously hated and despised
So are tripfaggots, yet one of them is essential; the other is not.

>>53358028
costs down while products+demand remain unchanged. unironically bullish for GOOGL

>>53357912
I don't really agree that Nvidia will do badly or that the stock is that overpriced (if you're willing to take short-term pain). I see it a bit like AMD, still a lot of potential, but pricey pricey potential. I think NVIDIA will pay off long-term but there is better money in humble small caps that don't need gigantic growth numbers just to justify their valuation.

OOOOOOOOOOO OOOOOOOOOOO OOOOOOOOOOO OOOOOOOOOOO OOOOOOOOOOOOOOOOOOOOOOOO OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO OOOOOOOOOOOOOO OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO OOOOOOOOOOOOOO

>>53357506
Based

BUDDY LOOK AT THE SHIT AND PEE

>>53357982
https://www.forexlive.com/news/us-existing-home-sales-for-december-402m-vs-396m-estimate-20230120/
>Sales are down -1.5% MoM
>11th straight month decline
but this is bullish!! :^)
>pic related

>>53358044
>search engine
>products

>>53358046
nvidia has >90% stranglehold on AI hardware, pretty great prospects long-term if you believe in the industry

fuck you

>>53358021
If you look at the NVDA investor presentation, they barely mention gaming iirc, it's all about AI and cloud computing

>>53358028
>bullish, jpow will HAVE to loosen rates and tek will go back up, long the nasdaq!

Tech industry is always first... this isn't even started.

SPY will NEVER be below 390 EVER again. Boboids BTFO.

>>53357875
>gym
>healthy

>>53358055
>alphabet is an ads+data resale company first and foremost
>other companies buy ads+data
yes they have products

/OJ bros... its over

THE BULLRUN IS BACK . I told you bobos yesterday that THEY are gonna pump it but you didnt listen...

W-who is this weirdo outside my trailer?

>>53358058
I agree, see >>53358060
Their investment case is clearly AI. The stock is too high profile for me (I prefer forgotten companies that no one cares about), but I don't think it's so overpriced

WHY ARE MY NUMBERS NOT MOVING

>>53358021
games are only one use for gpus. they do ai accelerators and render accelerators for professional use like those disney animations. theres a reason why they hate open source so much

>>53358066
What the fuck did you just imply?

>>53357630
>retarded about this
The entire economy is contracting, progressively things are worse than last year, companies which are based on getting cheat debt cannot get cheap debt, consoomers cannot consoom because food is expensive now, blah blah blah. Hold those bags back to 2015 lows my man.

OOOOOOOOOOOOOOOOO

>>53357875
Who the fuck can afford gym memberships?

Day uhhhhh
>*checks watch*
378 of hearing we're going to crash SUPER HARD! I really don't understand the mental gymnastics bears use to form these thoughts. Just cherrypicking data?

>>53358080
Live cattle and lean hog bros... This is our time

>>53358093
Ai is the new old fading hype, sure. But it doesnt require the volume miners required.

>Trashing stocks like COIN and BYND mooning
>The ultimate boomers stocks like KO and PG down on the day

lmfao, lel even

>>53357498
>Everyone is bearish
It's the opposite, everyone is bullish. Soft landing, return to ZIRP and endless growth is the market's base case. Recession hasn't been priced in at all

>>53358101
some gym memberships are like 10 a month anon

Max pain $390?

>>53358046
>>53358060
>>53358058
everybody in /smg/ is too caught up in the
>does NVDA have a good product / service? yes no?
debate - yes you obviously want to invest in a company with good products and services that holds marketshare in growing sectors of the economy
but it doesn't matter if a company has the best product in the world if they are overvalued - even the best product in the world has a price, if that price goes too high, it doesn't matter that the product / service is great if the value doesn't match
we have a lot of people who are into computers in /smg/, who know a lot about computers, know a lot about the advantages of EUV vs DUV, knows everything there is to know about AMD / NVDA in relationship to their cards, their data centers, AI, whatever ---- but these same people do not know / do not understand valuation models, do not understand growth multiples, do not understand future cash flows, do not understand how interest rates affect growth
do not bog yourselves down in
>is the product / service good?
treat it like a pawnshop - no matter how "neat" you think the item that comes through the door is, it has a value, it has a price - it doesn't matter that it's the coolest winchester 1876 you've ever seen, it still has a maximum value / price

>>53358085
good to see some people are thinking long term on this board, the 401k gods smile upon thee

>>53358117
"Back to normality"

>>53358096
gyms barely beat sedentarism

oh look spy is up while nvda is down on no news...

>>53358124
must be from all the new competition... fuck maybe I can afford one now this is great! WTF are they on about?

>>53358131
>it has a value, it has a price - it doesn't matter that it's the coolest winchester 1876 you've ever seen, it still has a maximum value / price
50 year's time: dear mr. AGI, please generate a 100x ROI on my company's stock please and thank you. here are the keys to my datacenter

I enjoy my 30 series.

>>53358154
planet fitness is $10 a month. but it's a lardass gym.

>>53357913
AI is not tiny but it doesn't need Nvidia proprietary hardware, specifically. Nvidia's claims for being a leader in AI hardware (specifically neural inference) are indeed overstated, but they are still one of the top companies in that space. But Xlinix was acquired by AMD, Intel and ARM have their own ASICS and analog chipsets. The space has stiff competition in reality that most "professionals" don't even realize.

>>53358154
it has always been that way, i think there are only two gyms near me which are higher than 15 a month and they're owned by some gigajew

>>53358112
You know the market is back to being rational when Catie Woods stocks pump

>>53358111
thats why their enterprise offerings cost way more than the gamer gpu. and i forgot to mention their mobile products which are used in shit like nintendo switch

>>53357376
Mumutard we always warn you not to get cocky because you will get rekt but do you listen
The 3m/10y is inverted by over 1%
Let's hear your thesis about how the Fed gets us out of this mumutard, go right ahead
Because ours is recession

>>53358177
Is innovation, dare I say it, back on the menu?

>>53358198
Didn't she say that we were headed for a 1929-like situation if the Fed didn't pivot?

>>53358211
I'm gonna be honest with you bro, I don't know I don't listen to >women when it comes to investing

>>53358211
>1929
and yet she's been averaging down on all of her shitty inno tech stocks over the last year without a thesis change. sounds like she believes heavily on the pivot

>>53358227
>Cathie is a pivotard cultist

makes sense desu

looks like the bear party is over. its gonna close green

>>53358211
Problem is, she's so good at communicating that she fleeces idiots like my boomer dad that think line go up, buy the dip. He kept doubling down on that dumpster fire

>>53358236

>>53358240
Cathie is a good snake oil saleswoman, your dad also probably thinks she's hot

>>53358255
she is hot but not a good investor

>>53358255
WHY IS HER MOUTH SO BIG IS THIS AI????

>>53358148
oh look its the retard who needs it explained for the 100th time

>>53358280
I'm actually short nvda

>>53358280
china won't invade taiwan because those bugmen don't know how to operate all the empty TSMC fabs they'll inherit

Soxl drilling again lmao

>>53358298
china won't invade taiwan because the chink doesn't invade, they infiltrate with money and corruption, turning citizens of other nations slaves and reliant on the chinksect

brunt force isn't the chink way, kikery is; plus the chinksect is the world's leading globalist, they need globalism to keep the wheels moving, invasion would mean total removal of their globalist empire within an instant

>>53358298
>those bugmen don't know how to operate all the empty TSMC fabs they'll inherit
who cares?

Fuck this market

Sucks for the niggers that lost their job at google today

but goddamn go HIGHER GOOGL

Ok someone give me a run down on how futures work and how I can get involved

WHAT THE FUCK WAS THAT

>>53358131
Yeah but I think that you're falling into the classic value investor trap of calling something overvalued if the price is high
Half of NVIDIAs revenue is now Data center revenue, which had 66% CAGR over 6 years.
AMD targets 20% revenue CAGR over the next years with 25% FCF, so let's take revenue over five years, 22 mil times 1.20 to the power of 5, divide by 4, and you get about 14 million of FCF. If their estimates are correct and you expect a terminal p/e multiple of 20, AMD should be double the value it is today.

>>53358312
compelling case
>>53358314
brevity is the soul of wit good sir

> Chinese Lunar New Year
> Year of the Rabbit
Are rabbits bullish? Bearish? Crabbish?

>>53358334
tldr you gamble on price go up or down in a certain amount of time. Don't do it.

>US existing-home sales dropped 17.8% in 2022, the most since 2008.
so heckin bullish time to buy when there's blood in the streets like zoinkin jp morgan

>>53358343
rabbits are multiplicative
time to stack up your ROI

>>53358339
So when it comes to valuation models, before this discussion started I used those naively on both AMD and NVDA but decided not to buy the stock as it's not my sort of play
But I definitely use valuation models all the time and base all my stock picks on them

>>53358246
thats pretty cool

>>53358348
Whats the difference between futures and options then?

>>53358339
I appreciate that you're looking at things like this - but even for this, you're looking at growth during the best times - when there was still globalization, when there was still virtually infinite QE with zero or even negative interest rates
looking at their growth over the last 6 years while helpful is misleading, when we are now in a much, much different economic environment - one where companies are not spending on expansion, where consumers are not consuming
I am not denying that they will continue to grow - but they will grow much slower now than they did 4 years ago

>>53358343
Rabbits are K-selected animals. Which produces a lot of offspring; liquidity.
As well, it is also a WATER rabbit, year.
Liquidity will flush the markets and fills pockets, anon!!

>>53358342
>compelling case
anon everyone barely even notices that the chinks are taking over by buying everything up; the promote their tech and data upon the west, then they buy your land, next thing they're buying entertainment companies, next thing they're building schools and teaching chinsese values there, then with that land they build houses which they sell to themselves and then rent out to you, and then those precious national forests and environments you have are reduced to nothing as they take and sell your resources to others and back to you

>>53357743
Doing God's work to educate the plebs.
If he's a troll fuck him, there's twenty noobs to every troll who will still profit from this freely shared knowledge.

>>53358353
it's also the 11th month straight in a row of falling sales

Do i keep going? Fuck you to the faggot who said Netflix doesn't matter

>>53358384
>K-selected
of course, I meant r-selected...

>>53358376

An option gives the buyer the right, but not the obligation, to buy (or sell) an asset at a specific price at any time during the life of the contract

A futures contract obligates the buyer to purchase a specific asset, and the seller to sell and deliver that asset, at a specific future date

as the other anon said. don't do it. you are wasting your money doing it and you will lose more than you gain. it's a worse form of swing/day trading.

SOXS bros i feel nvidia is about to fall from the heavens

>>53358379
Yeah, I avoid semis because they're cyclical. I suspect AMD management is a tad exuberant in their growth plans these days.
>when there was still virtually infinite QE with zero or even negative interest rates
AMD cash to debt is 3,6 bil to 600 mil, I don't think interest rates are too hard on them
>where consumers are not consuming
Yeah, I also think this will take them down a peg

>>53358398
>$1.71 accrued interest
anon is living the passive income life

>>53358376
futures are treated differently with taxes, and have higher leverage. There's no theta decay/greeks, but if you're down too much and don't have the margin you're liquidated

>>53358255
Not her, she looked like a complete 2/10 in reality

>>53358379
>still globalization
Still happening, never will stop
>virtually infinite QE
Still happening, never will stop
>companies are not spending on expansion
Source needed
>consumers are not consuming
Did you miss the part where 7,000,000 people signed up for Netflix?

>>53358376
You will get a literal ton of corn delivered if you buy futures.

>>53358398
Dude clown market can stay clownish for a long ass time but I'd at least take some profits. Also TSM has a bigger market cap than nvidia? Shit can't stop pumping

>>53358398
Are you the anon who started with 1.5k and reached 3k before before getting btfo one day by some calls ?

Glad that you made your losses back

I would have made 4000 dollars this morning if I didn't pussy out on buying calls

>>53358384
Damn, they got the rabbits doing Doordash now?

>DXY rising
>Cotton green
Someone warn General Grant.

>>53358376
With longing options you choose to exercise or not, depending which is favorable. That’s a valuable feature. With futures you don’t have a choice

companies are announcing lay offs on an hourly basis so fucking bullish

>>53358426
>I don't think interest rates are too hard on them
It's not about how hard they are for AMD specifically (although that also goes into the calculus)
it's about how hard they are on literally everyone else, and how higher interest rates reduce demand, reduce every other company outside of AMD ability to expand
companies take on debt to expand more quickly; when interest rates are higher they both cannot afford to take on as much debt as well as pay more in debt service
consumers (on margin, net) will spend less with higher interest rates, when interest rates are extremely low they are more willing to overextend their credit and buy a new home, a new boat, a new car, a new washing machine
overall economic growth, globally, will be lower than it was before during the golden years of growth for semis
and just so I don't trigger the semi investors, there will still always be demand for semis, they will still have great profits, they will still grow, they are still great businesses - but they will not grow as fast as they were before, and their multiples will compress

>>53358357
>>53358384
谢谢你,朋友们

Just keep buying AAPL

>>53358101
LTH is supposedly a richfag gym ticker. It's been doing alright.

>>53358471
Market is probably taking it that earnings will hold up now that companies are cutting major costs. Expected earnings growth was something like 6$ for the S&P this year

>>53358486
*6% not $6

Who tf is buying soxl rn these semi earnings are gonna be a rude awakening for you retards

>>53358446
>Doordash
Have you seen the Doordash CEO? The Sharktank episode with him made him look ruthless. I can imagine they're only STARTING with the rabbits.
Imagine getting the dogs in on this??
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$
>>53358451
can't see DXY going over 103
>>53358476
不客气

>>53358513
>Doordash CEO
horee sheeeiit lmaoo but that fucker would be eating rabbits and dogs, not putting them to work.

>>53358472
>>53358472
Yeah, could be. Like I said, semis are due for a short cyclical downswing in my view- but the long-term AI and Datacenter case is very strong and AMD is constantly enlarging its TAM through sectoral acquisitions. But NVDA is a bit like Tesla I think- needs continuing exuberance in the short term to be this high. Cannot always be the case.

>>53358432
>>still globalization
Still happening, never will stop
>he hasn't paid any attention to the reshoring over the last year
>he hasn't paid any attention to supply chain logistics over the past year
is there still 'more globalization' than there was 10 years ago? yeah, of course. it's the rate of globalization which has now changed
>virtually infinite QE
Still happening, never will stop
it already has stopped.. look at M1 - and it will not "resume" for a long time
>companies are not spending on expansion
are you not paying attention to the mass layoffs happening all around you? how do you not understand that everyone is tightening their belts
>consumers are not consuming
Did you miss the part where 7,000,000 people signed up for Netflix?
look at pic related - this is retail sales
during the holiday season when retail sales are elevated, in a single month, spending on department stores fell 6.6%, gas stations 4.6%, furniture 2.5%, bars 0.9% -- the consumer is fucked, and is staying at home. Netflix beating on subscribers is unironically, literally, indicative of the economy being weak - people are staying at home, not going out and spending. if everyone is staying at home, they need something to entertain themselves - netflix 1 month subscription fee is the same price as going out to eat one time, or buying a single pair of jeans, and it is able to entertain them for the whole month. think about it like how sales on liquor rise during a recession, or more people go to eat at mcdonalds (because they can't afford to eat anywhere else..)

why don't you fuckers shill anything good here anymore?

>>53358545
All the retard meme stuff got crushed like 99%, only thing going up for like a year has been the boomerest of boomer cos

>>53358410
That just seems retarded - shan't touch em

>>53358545
Meme alpha only happens in times of loose money.

>>53358545
Why don't *you* shill anything good? Smdh at zoomers like you looking for a handout.

Buy bitfarms.. shit's going to triple, they're actually good

>>53358557
>options are retarded
Maybe it’s just you

>>53358574
looking at LYT

>>53358568
>That pic
God I love tying bitches up.

>>53358581
You got price targets figured out for various BTC levels?

Can’t recommend taking out a debt consolidation loan enough. Dropped my interest rate about 10% and absolutely supercharged my good goy score.

buy the dip in mrna, this shit is just getting started

>>53358545
DYOR but Laser Photonics is pretty cool. Just have a hard time figuring out how much it could feasibly grow...
Basically they sell handheld lasers that scrape rust off of metal surfaces. An alternative to sandblasting etc. They have a youtube channel where they demonstrate the goods. Operating cash flow is positive so they do buybacks

>>53358584
>futures are retarded
I already dabble in options. Maybe the retard who can't read context is retarded

>>53358604
Somebody please nuke these WEF faggots

wtf was that volume spike!
>7,650,837 shares of SPY traded at 10:54am
for perspective, 9:31 opening bell had only 1,726,000

>>53358606
Retard

>>53358339
>>53358131
>>53358379
>>53358426
>>53358472
>>53358543
why the fuck can't /smg/ have more quality posters/convos like this

>>53358644
shut up retard

>>53358623
Huge options expiry day

>>53358587
Fuckin based rope enjoyer.

t. Eagle Scout

>>53358644
vast majority of the thread are smartphone users that can't type of walls of text and only use zoomer fisher-price brokers that don't offer much info on fundamentals

most of the time trying to actually talk about a stock here results in 9 zoomers calling you a baggie or some stupid shit, so most don't bother

>>53358574
This is what 50k layoffs in tech looks like. Temporary green for a little bit

>>53358591
lel. i just maxed out all credit cards and stopped paying

>>53358680
I’m sorry to hear that

>>53358644
I mostly have dividend shit
Dividends are fun but not really exactly exciting to post about

>>53358644
Probably because fundamentals investing based on growth is boring. You turn over an endless amount of rocks (stocks), compare all the future growth prospects to their stock price, and then just buy and hold for 4 years. This place is a bit too ADHD for that

>>53358675
zoomers and their presence has been a disaster for the internet as a whole

>>53358655
lol I know that it is witching - it is still an extremely unusual volume spike, at an odd time of day

>>53358700
algo fuckery

new

>>53358651
>>53358651
>>53358651
>>53358651

>>53358644
people that complain about /smg/, like yourself, have nothing to offer and are thus are a parasite of these threads. offering nothing but useless questions that can be looked up on your own. it's you that's the problem, not anyone else. also just because two people temporarily stop shitposting doesn't mean you're going to get information that will be fruitful. anyways basically this >>53358653

>>53358545
>why don't you fuckers shill anything good here anymore?
You don't listen when I do. If you're desperate for a new idea though, here's one:
Look up ECIP. Thanks to recent bills the dems passed, jewish bankers are now getting free money to lend to niggers. Interest rates are nearly 5%, and these banks are getting recapitalized at 0% as long as they promise they'll lend to the bipoc women. Note that they don't actually have to lend to them, they just have to say they will.

BYFC is one example. BFCC is another. Feel free to look up the rest. There's a public list of every single recipient.

>>53358644
/smg/ is for entertainment purposes only, like those old 1-900 numbers.

I’m a little worried I’ve Pavlov’ed myself when I buy AXP. I just feel so good doing it.

>>53358725
>people shitposting in these threads
>i am the problem, despite never shitposting

>>53358726
Interesting tip

>>53358545
so you learn to think with your own brain. stop relying on others for everything

>>53358131
I spent the last 4 months thinking about spending almost 2.5k on a graphics card just to generate anime titties

>>53358675
no such thing as investing fundamentals in a market completely controlled by federal reserve interference you retard. unlimited printing and interest rates that to up and down like your mom have completely nullified actual investment strategies. holy shit shut the fuck up boomer-wannabe you are worse than a jew because you literally are too dumb to realize what the jews are doing

Looks like some short energy positions getting closed out on OPEX day.