I'm quite heavily in on PANW too. I found a note on TV from October last year where I'd written "ascending triangle - bullish" before it promptly dropped 30%, so perhaps I shouldn't even pretend that technical analysis is anything other than hokum.
Google is funnily the only one in tech which has not had a massive sell off. Mad when compared to Microsoft's huge tumble.
New unknown fed chair and questions concerning AI capex. Those two are big enough to wrecked the majority of the market outside of boring shit like walmart, KO, Berkshire.
We got accustomed to JPow fucking our puts so we knew he'd always have our back to buy the dip. We have no idea how this new fed will do. Barclays put out a note that says markets drop about 16% when I new chair is sworn in....
New retail will back off as affordability becomes a greater issue, they see their cash as a greater necessity, and an increasingly down market as too risky to play.
As a side note, this market, and this Robinhood exp., has created a whole new American. Men, particularly 20-30, think they can find a way to live well without working by the time they are 35-40. A combination of austerity and get rich quick schemes. It’s an expectation economy. We will soon have a labor force so unskilled that productivity will begin to decline. That’s the problem with fantasizing about wealth. That’s all you end up doing.
Speaking to my previous point, reality will become increasingly apparent, and they’ll plan accordingly. The momentum is ossifying.
I used to hang out at this nice restaurant bar like 4-5 nights a week. This skinny blonde w no tits and fat ass that worked there left a note on my car. She said let’s stop staring and do something. We dated for a while. We used to go to Indian buffet for lunch. We still talk. Good times
Cifr- $2 billion sr note offering today. Over bought by 6x. 15 yr contract with aws for their data centers. Sitting right under 200 ema
Apld- same space as above. Still a baby
Big fan of imsr. Baby oklo with a better path forward imo. It’ll be awhile but they’ve already made a few announcements over last 5-6 weeks that’s made it run here and there.
Large cap Nvidia has earnings upcoming. Usually gets a good bounce then sells off. At $170 it’s a steal with all of the capex being spent. Last ER ran to about $212 bf sell off iirc.
Goog would’ve been nice at opening today but still like it a lot.
Sofi/hood both should see doubles eventually.
I may nibble but probably watch for a day or so. Markets been antsy. Any news this weekend could crush on Monday one way or the other.
>acknowledged and noted it’s not true
Only when called out, it was posted multiple times here as fact, I haven't seen one person note that it was fake until called out.
My post history is full of criticism of this corrupt pedo president and his administration but this actually benefits them.
There are real legit emails that are getting questioned because of the insane amount of fake bs also being spread and that really only benefits them because it muddies the whole thing.
On a serious note, hope everyone here stays safe and doesn’t do anything stupid. It’s never as bad as it feels in the moment. Mostly young folks here too, it’s okay to be stupid. Probably learned a valuable lesson and still have time.
Genuine question… first i’d like to note that i couldn’t care less about spacex or tesla; however the concept of datacenters in space intrigues me. i’m just curious how much water we could save by using the vacuum of space to cool these datacenters instead. of course i have no clue what the logistics would look like even trying to send that much equipment into space, how many trips would it take, what would the budget look like to achieve something like that, etc… but if it meant the difference between a dry planet versus something actually sustainable i’m all for it.
also i would much prefer that the company seeking to send datacenters to space weren’t corrupted/owned by a literal loser. though it seems us common people can’t really afford to be picky considering everyone who has the power to change the world is very much already corrupted.
god i hate this timeline.