In my hand, I'm holding six fartcoins. There's nothing there. I want to give this nothingness to you for $100. In return you can watch a line go up and down.

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everyone hates us Looted the entire government in just six months Destroyed social fabric and institutional trust

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Lol it was down six months ago like many stocks because of the orange clown in the Whitehouse.

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It was 550 six months ago. No reason to stay at these levels. There's lots of downside for many tech stocks.

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>[https://www.msn.com/en-us/money/markets/insuring-against-an-oracle-default-is-getting-costlier-is-it-a-bad-omen-for-ai/ar-AA1Pmh5l](https://www.msn.com/en-us/money/markets/insuring-against-an-oracle-default-is-getting-costlier-is-it-a-bad-omen-for-ai/ar-AA1Pmh5l) >**Insuring Against an Oracle Default Is Getting Costlier. Is It a Bad Omen for AI?** >The price of Oracle’s five-year credit default swaps hit their highest point in more than two years earlier this month and now sit just below that peak. Spreads have nearly doubled since their six-month low in mid-June. >Financing the infrastructure to meet the AI GPU demand will require taking on [plenty of debt](https://www.barrons.com/articles/larry-ellison-oracle-56e03912).  **Warning to neocloud stock holders:** ORCL, NBIS, IREN, CIFR - these companies are taking on massive amount of debt for depreciating assets (GPUs) with high run costs (electricity) + debt interest payments. They have low margin business (like car dealerships) with absurd valuations. On the other hand, highly profitable companies like NVDA, AMD, AVGO, TSMC are selling to the neoclouds and hyperscalers and don't have that debt risk and have lower valuations. You have been warned about neocloud stocks - someone will be left holding the bag and it will not be pretty

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Absolutely. I was short META from $700, covered at $655, and flipped long at $648. I don't really target gaps, but the fact that this fell all the way to *May* prices was insane. A nearly six month bull run getting erased this way is something you might expect if a CFO got caught cooking the books or a company's flagship product was getting recalled for causing fatalities. This seems like it was just a perfect storm of profit-taking and panic selling. I don't necessarily expect a lightning quick recovery, and it very well could dip a bit more if there's a weak market next week, but opportunities like this don't come around too often.

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jesus fucking christ it just keeps happening OVER AND OVER AND OVER AND OVER i have no self control every day is the same blur numbing the pain of six figure cumulative losses with CONSTANT GOOOOOOONING

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It's literally up 30% in six months 

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MOM! Can you get me a six-pack of Mountain Dew and a family-size bag of Cheetos? It's going to be a long trading day. Thanks! 😊

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Six Sevvven.. dy Five

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