Realistically, how much money is there sitting on the sidelines waiting for that 'opportunity'? I reckon not much.
Big banks have already been hitting the repo window. QT ending for a reason.
All the headline M&As recently are funded in part by Saudi / Qatari money cuz Murica NO MONEY!
Whatever is left all got dumped into AI infra or whatever the fuck cockroach debt they got going on.
Retail consistently broke as fuck, suckin dick behind Wendy's, dont need to talk about them
Even Buffet already started deploying...UNH, GOOGL, etc etc.
If all the money is deployed...it really is unlikely the market gonna dump when Papa Powell comes on.
Where is it gonna get dumped onto??
If everyone is so afraid then why deploy in the first place?
1. they will cut (just look at FEDwatch/Polymarket, no chance they purposely shock the market)
2. then they might say more cuts/no decision on future cuts
=> who cares about monetary policy future outlook, JPOW is out next year anyways and we already know🥭will appoint someone to put rates as low as possible
3) we are into eoy, why the f would you not buy? NVDA, META, MSFT, AMZN, literally half Mag7 down at least 10% from ATH and other stonks/🌽also on sale
sure, "it can dump"... make it make sense at least
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#Ban Bet Lost
/u/SufficientYou5871 made a bet that GOOGL would go to 310.0482 within **1 day** when it was 313.18 and it did not, so they were banned for a week.
Their record is now 0 wins and 1 losses
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Amazon Fresh buddy , it's so good which is why I'm so bullish on AMZN , imagine everyone in America gets all their fresh grocery from Amazon delivered by robots
Whatever. But yeah, Gemini and Goog is going to win the early race because Goog has simple search that leads to AI. None of the others has that. So we will be googling for awhile longer
$AMZN Amazon on Wednesday committed to investing over $35 billion in India's cloud and artificial intelligence space by 2030, as hyperscalers race to get a foothold in the market.
AMZN is currently the worst performing mag 7 which is kinda crazy because they're well positioned in AI with their own chips, cloud compute and anthropic investment
they're also one of the few companies likely to survive if the AI bubble pops because their cloud is so strong and have e-commerce to fall back on if everything goes to shit