I will say, it's gonna be different looking at the market. So much of that rise is now 30 days old, a massive jump upwards. Looking at the 1mo chart made the day to day feel pretty irrelevant, up or down whatever: look at this huge net change. But now at the 1mo point that receeda into the rear view.
This is a very dumb take. The US markets are over-leveraged so they are very sensitive to any Fed rates news. Mag7 are still doing very well this month in spite of the madness of issuing 60 billions in bonds to build AI datacenters.
But China just built a massive navy so many are expecting a blockade of Taiwan in the next few years. China also blocked chip exports in the Nexperia spat with the EU, showing their hand. On top of tight rare earths export controls. It's very rational to buy as many chips as possible while they are available. And Wall Street is very happy to finance all this.
The problem is the rest of the economy is out-competed for financing at times of economic distress. And they are over-leveraged, too.
It seems the powers that be decided to sacrifice the wider economy and American workers. Bailouts for me but not for thee.
Priced to perfection means investors expect very very high performance from a stock. There is little room for error - the price of a stock reflects investors' belief that everything will go right for that company.
It means that any small slip up could have a sizeable impact on the stock, as that would be underperforming investor expectations.
To me, Palantir is a very risky investment, I think on the line with junk stock. I do not know if it will continue after the mid-terms, and after 2028, it could be gone.
At least Nvidia makes something real instead of hot wind, so I doubt their stock will fall that much if the AI bubble bursts. Maybe 10/15% at most.
> The S&P 500 on Tuesday suffered their largest one-day percentage drop in almost a month.
Oh, no! In almost a month? What a newsworthy development!
And a month where many tech stocks went up >50%!!
I will say, it's gonna be different looking at the market. So much of that rise is now 30 days old, a massive jump upwards. Looking at the 1mo chart made the day to day feel pretty irrelevant, up or down whatever: look at this huge net change. But now at the 1mo point that receeda into the rear view.
And they're bouncing back, my watchlist of crypto and indexes is a wall of green rn. Dead cat bounce?
I am sure I read the very same announcement (from the guardian no less) a few weeks ago.
This is a very dumb take. The US markets are over-leveraged so they are very sensitive to any Fed rates news. Mag7 are still doing very well this month in spite of the madness of issuing 60 billions in bonds to build AI datacenters.
But China just built a massive navy so many are expecting a blockade of Taiwan in the next few years. China also blocked chip exports in the Nexperia spat with the EU, showing their hand. On top of tight rare earths export controls. It's very rational to buy as many chips as possible while they are available. And Wall Street is very happy to finance all this.
The problem is the rest of the economy is out-competed for financing at times of economic distress. And they are over-leveraged, too.
It seems the powers that be decided to sacrifice the wider economy and American workers. Bailouts for me but not for thee.
Yep - “Priced to perfection” was the phrase I remember hearing a while ago.
Can you help me out and explain that phrase a bit further? What does it mean?
Priced to perfection means investors expect very very high performance from a stock. There is little room for error - the price of a stock reflects investors' belief that everything will go right for that company.
It means that any small slip up could have a sizeable impact on the stock, as that would be underperforming investor expectations.
To me, Palantir is a very risky investment, I think on the line with junk stock. I do not know if it will continue after the mid-terms, and after 2028, it could be gone.
At least Nvidia makes something real instead of hot wind, so I doubt their stock will fall that much if the AI bubble bursts. Maybe 10/15% at most.
Who will keep buying Nvidia chips at the current rate if the bubble pops? Gamers sure won’t take up the slack.