Pretty much. The hope for this market is going to 0% alongside the chance for a dec rate cut

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We gone wake up to a 40 point down move and chop around till some fake data guarantees Dec rate cut.

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If palantir where to drop 90% tomorrow it would still trade at around 20% premium vs overall market. Palantir mkt cap is 63% of Intel + Amd + Qcom mkt cap COMBINED. The word delusional doesn't even cut it.

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You’re just describing the economy dude. Companies provide each other with services all the time. Microsoft hosts OpenAI’s servers, and OpenAI sells their services *to other companies and people as well*. Microsoft also gets to offer OpenAI models on Azure, which it receives a cut of. None of this is weird or abnormal. Both companies have most of their revenue coming from other sources.

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Think macroeconomic analogy. Microsoft is acting like a government pumping capital into the economy/people ($13b is small portion of $100b cash reserves). Consider OpenAI the people in this analogy. OpenAI channels money back to Microsoft akin to tax dollars flowing back into government coffers. OpenAI uses Nvidia chips. This is much like retail industry benefiting from COVID time handouts which actually worked. What is of interest to us is: did it work to pump up the stock market when the govt did it? Yes. My thoughts are these, together with what AMZN (with equally large reserves) is doing, will pump equities into a proper year end Santa rally. Now if nfp comes out weak whenever it comes (then fed confirms Dec cut)… it’s an exponential uptrend (thanks to bears stopping out) to dec/jan! 🚀

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They're taking volunteers before they resort to layoffs. Google is probably trying to cut expenses so they can plow more money into AI CapEx.

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$META calls buyers are cooked, cut your losses tomorrow, you've been warned

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Goddamn Zuck. Cut one of those glorified data labelers you hired for AI and put that salary into buybacks cause your bagholders need it lmao.

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Meta bulls we are so fucked It need a 6% move just to get back to 680 let alone above 700 That’s an earnings type move and there’s clearly not enough buyers atm to change direction CUT THE LOSSES

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At least we’re losing money together. I’m down like 50% on 1/26 calls…so tempted to cut bait…

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