If the stock rockets, it's great! But if it crashes, it's even better, coz then I can buy more of it at a discount. Time and again, we see people get ridiculously high on their expectations and once a stock can't live up to that despite defying all odds and breaking all barriers, everyone starts to panic sell. Im waiting for that Magical moment.
Those who sold off in a mad frenzy without understanding or verifying will probably regret. Those who bought into this plunge got their stuff at a good discount (and these guys rockx)
If what Deepseek is truly capable of what it said it could do at a fraction of the price, then it's going to be great news for the entire industry. Because what used to be only affordable to the top rich players is now possible for the middle and smaller scale companies and AI technologies will have a much broader base of clients. In the long run, it's going to mean loads more business for all the players. No doubt that competition is heating up, and this Deepseek thing is a sharp knock on the head for all the US big players to pull up their socks and buck up. Such healthy competition will push the industry standards to new heights. All in all, this is going to be awesome.
Sounds like some big fish out there wants to make a purchase at a discount, then let off some news to spook everyone. It's definitely going to shake out the loose hands and it's going to be an opportunity to load up in good quality stocks.
This is good news, showing that the economy is doing well with unemployment low. Combined with non farm payrolls, this should be indicating that the US economy is indeed shining. But then everyone is selling crazy even before market opens. That's just proving again the famous saying "being greedy when others are fearful" right. Statement applies only to high quality stocks ie the elite of the elite.
This is the classic case of "I already gave u all everything u guys expected, what more do u want?" Sayang la if that's the case, it just goes to show how dependent we all are on news and strange expectations.
The concept is not wrong, but the main reason why SMCI is in shambles today has something to do with data integrity, and it's showing up when the auditors from the big 4 quitted on them. So that itself is something I am truly fearful of. Unless the management can do something that brings back the confidence of their financial statements, the suspicion will always linger.
Trump might raise taxes and tariffs or impose export restrictions that can have some undesired effects on Nvidia, but I guess that's likely short term and shouldn't affect the business fundamentally. Mega corporations like Nvidia will always have BCPs and other backups in place for different scenarios. But then again, we are talking about Trump here, and he's been known to pull stunts and surprises that nobody expects. So the next 4 years will be full of surprises (hopefully more pleasant ones than bad ones). Hence regardless, it's always important to invest in strong companies with good management team that has proven to produce results regardless of market conditions. Then any pull backs will be opportunities to get more shares at discounts.
Well, palantir's stock price shot past almost all analysts' estimates, and is still projected to go further in the background of AI growth. Keep it going!
I'm very sure I'm not going to invest in this company, but I think it is still tradeable. How about I buy a far out of the money put? Coz each time something like that is reported, the stock crashes big time. I might just have a chance at winning this "lottery ticket" if I pick the right put option.
There're some integrity issues here that needs to be addressed from the core of the business before anyone will be willing to put in their hard-earned money into the company. Now I really wonder how much of what they've revealed about the financial condition of the company is real, and how much is bogus. I'd stay away until things are clearer.
It's a partly speculative play for Palantir, partly a good investment, so do exercise caution, especially during times of euphoria when everyone rushes in a fit of madness to buy.