oh man, having to screenshot every one of it is such a pain I saw SIA, DBS, Micron and Alibaba

I believe the momentum from expectations of US feds increasing rates are helping to add winds to the banks' sails. How much of a factor is it to their unrelenting upwards momentum though? I am concerned that Warsh is not an honest operator and everyone is gambling on defective information. How does he keep saying he wants to fight inflation, not make a move, and yet the market keeps insisting it will happen.

So many companies just dive into AI but dont know what they are getting into... just blindly having your workers use AI is going to incur huge costs without an equal increase in productivity. Leadership should learn what can work in favour of their industry before taking the leap. Then before full implementation, the enployees should be sent for training too.

AI is interesting to say the least. I saw the news that a youngster running his hedge fund (Situational Awareness - total holdings of 45 billion) had to do a fire sales of his AI holdings to cover the recent smack down that AI adjacent shares got. And because Sandisk was one of his larger holdings, that is why they took a big hit when he sold off at a haircut. But interesting to note that his track record from AI was huge (but unsurprising), 1000% last year, and 300% earlier this year.

Any orcl fans out there still refusing to accept that it is flaming out hard and that Larry is just using it as a money printer for himself now. There is absolutely no basis for his constant dividend declarations when they are struggling so hard and constantly need investors to fund their rubbish

I feel that aapl lucked their way into avoiding the fall into the AI hole. They likely saw it was the next big thing, tried to do something (like most of their side quests) then bombed out. Thing is, aapl always retreats to what is safe, so they made the call to put a stop to whatever in house project they had, then started onboarding from external companies. Once you avoid the pressure of having to constantly be the number one AI model, you don't have to sell your house, and can better focus your efforts elsewhere

The problem with this AI boom is that everyone wants to cash in, but the bubble's existence cannot be ignored. Players like SK Hynix can throw their hands up and say they are not the root of the problem and they are just creating parts that are in demand, but they too are throttling the production numbers for fear that the bubble collapses and they are caught with an oversupply that has to be sold at bad prices. While these companies gamble, mass market users are left holding the bag of poo... Want new GPU or memory for your computer? Get ready to shell out multiple times what you would have expected to pay a couple of years ago.

Even gambling on AI is not a sure win, look at Google, constantly spending money even s a highly successful juggernaut, it is still struggling to convince investors, having to constantly sell shares and debt. Look at Larry and our dear Orcl, trying to make a big play to build out AI centres and getting burned, then constantly selling more debt to finance the projects and firing workers. Very morbid and gross

Honestly AMD is not a hard call to make, timing it would be tricky if you want to maximise profit. Do you take profit at the various highs, then catch a ride back in when it dips, do you just wait until it goes to the peak before the AI bubble bursts...

It really is a damned if you do, damned if you don't. Google had to join the field and come up with their own AI model, hoping to outlast competition. Was it really necessary though? Apple fumbled the AI chase, then made a seemingly wise decision to onboard functionalities from external companies and they do not seem to be suffering too much. It likely is a case hubris, everyone wants a slice of the AI bubble's money and once they put money in, they can only keep digging themselves deeper into the hole.

Everyone knew it was a gamble, that is why there is an AI bubble, a big enough crash will come along eventually. The thing is "AI" as we know it require constant monetary input, the newest chips, new training, maintenance to avoid model drift, constant improvements to keep up with competition... CapEx will not be a problem that get solves anytime soon The AI players are hoping that someone folds and they end up being the last one at the table, but even then, the number does not bode well because the revenue will still not keep up with the expenditure.

Were we expecting anything else? Elon Musk treats it like a game where he moves money from one pocket to another, what happens when the value starts sliding? Have another of his company buy an asset at an overinflated value without really paying anyone anything (moving Twitter into Spacex by acquiring his own Xai conpany). Side tracking here, but some numbers foe reference: 1. Oct 2022, acquire Twitter for 44bn 2. Mar 2025, acquire it into Xai and combines with the AI side quests at a total value of 113bn 3. Finally Spacex acquires Xai in Feb 2026 for 250bn. (Wonderful stuff right here, I wish I had so much money that I could claim my bag of junk is worth billions of dollars, and double in value every 2 years) Worth noting, Tesla is trying to pad their numbers by claiming profit from

I hope everyone who held IBM for the long term sold off their stocks to take profit because that was a huge signal from the heavens. If you were looking to get back in, this recent crash might be a good time. If my memory does not fail me, IBM was recently caught up in some security breach for a Singapore government agency affiliate too, so it might just be a perfect storm. I believe software will be a roller coaster ride up and down, especially while AI is dominating the scene. But IBM has strong enough fundamentals that they might come back around when the market starts the cycle of AI and AI-adjacent profit taking, or diversification for risk management etc. On the flip side, the messy operators like Oracle $Oracle(ORCL)$  simply cann

Thing is rates SHOULD go up, and usually we are price takers, following what the US feds do. With all the mess and inflation in the USA, mostly created by the president himself, interest SHOULD be going up up to arrest the trend. However the Donald fancies himself an expert and instead wants the rates LOWERED, even resorting to putting in place a puppet (who the wider market somehow convinces themselves, is a financial hawk). At the first given opportunity, Warsh (the newly installed Fed chair) chose to hold rates steady, which was mind-blowing to say the least, and the market should have taken a huge punishment. Now the gamble gets pushed back another quarter: everyone is convinced that this time round the rate will really go up. [LOL] [LOL] The market is gambling, and we actually pr

Just a significant time point where investors feel that the timing and price is perfect. Realistically, AI is a bubble and it is foolish to not constantly take profit on the way up, especially at significant moments like SK Hynix doing their IPO

England wins it all. Football finally goes home. Everyone lives happily ever after. Seriously though, it would be monumental if England beats Argentina, finally washing the bitter taste of Maradona's "hand of god". How that was allowed to stay in the annals of football's history, I never will understand. If England scores the breakthrough, the momentum should power them over Spain and be the champions.

If the banks are keeping up such a scorching pace because of US interest raise expectations, I am skeptical. Warsh has proven to be an unreliable operator, spouting all sorts of excuses to avoid hiking rates, because his dear Master Trump wants it lowered instead. At the last round, expectations were already rife that interest would go up because inflation in the USA was dire, especially with the Iran war. Then Warsh held interest rates steady, and the market did not meltdown from the failed gamble. Now the story is "hawkish outlooks, expectations of interest rates hike", same rubbish... so is the market going to collapse if this gamble blows up?

It seems a little scary that the banks keep making new highs, is there really so much good business to be done? Or is this pricing in the expectations that US Feds will be upping the interest rates? And that it will be good for the banks?

I did get 13 squares hahahaha

The crash of gold is surprising, considering that there was a war (started by the US) and it was not going good, yet people still flocked to USD because of expectations that interest rates will be pushed upwards due to inflation. For the life of me, I will not understand how interest rates no changing did not plunge USD into dire straits and boosted gold, insead people are just hanging around waiting for the next adjustment, hoping that the president's lapdog Warsh, will bring interest up. Absolute nonsense.