Investing General Discussion

Jysin

Ahn'Qiraj Raider
6,799
4,928
I always mention these when they come up. TradingView charts having an Easter Sale.

Quite a good deal. Typically only see this deep of a discount for Black Friday deals.

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Jysin

Ahn'Qiraj Raider
6,799
4,928
Bit of a sell here in the indexes on this headline:

10:18 (EU) EU said to expect US tariffs to remain in place as discussions are making little progress - press
- EU Trade Commissioner Sefcovic left last meeting with little clarity on the US position - Source TradeTheNews.com


I would hold off on too much bearish sentiment on this headline though. There's a 90D pause to iron all of this out with the EU.
 
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Tredge

Ahn'Qiraj Raider
1,182
5,741
It's all a gigantic hype machine. The fundamentals behind AI are real, but all the AI promoters are bullshitting about what its true capabilities are and downplaying where they get their training data from. At the end if the day all "AI" is a compiled library of information sourced largely from public internet datasets, but in many cases in complete violation of intellectual property law.

The talk of the "race to be the first to make AGI" Is just the carrot on the stick to keep the venture capital flowing. It's retarded.
I get the AGI appeal.
But IMO the next target is inserting AI into robotics to do meaningful tasks. This will be the next killer appliance. OK maybe killer is a poor choice of words here.
 

Borzak

Silver Baron of the Realm
26,573
35,360
It's all a gigantic hype machine. The fundamentals behind AI are real, but all the AI promoters are bullshitting about what its true capabilities are and downplaying where they get their training data from. At the end if the day all "AI" is a compiled library of information sourced largely from public internet datasets, but in many cases in complete violation of intellectual property law.

The talk of the "race to be the first to make AGI" Is just the carrot on the stick to keep the venture capital flowing. It's retarded.

I figured it was multiple levels of hype and "some" not wanting to be the last one to catch the bus so to speak. But sitll surprised at the volume with one stock. Most traded out of the entire market day after day.
 

Borzak

Silver Baron of the Realm
26,573
35,360
I get the AGI appeal.
But IMO the next target is inserting AI into robotics to do meaningful tasks. This will be the next killer appliance. OK maybe killer is a poor choice of words here.

I saw a documentary on that once, the one with Will Smith, or Tom Selleck and Gene Simmons depending on how old you are.
 

Arden

Blackwing Lair Raider
2,872
2,161
I know several very smart people in the AI industry who say we have about 2 more years. Give or take.
 
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Sanrith Descartes

You have insufficient privileges to reply here.
<Gold Donor>
46,745
131,359
Everyone knew the tariffs were coming so what do these retards do? Keep gambling on the Japan basis trade. Fuck 'em.

 

Gravel

Mr. Poopybutthole
41,693
142,917
Remember when that Chinese AI came out and everyone was speculating on how China got ahold of export controlled chips? Not sure how many months ago that was, but now apparently they're not only acknowledging it but it's a massive portion of their revenue?
 
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TomServo

<Bronze Donator>
7,714
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Remember when that Chinese AI came out and everyone was speculating on how China got ahold of export controlled chips? Not sure how many months ago that was, but now apparently they're not only acknowledging it but it's a massive portion of their revenue?
yeah we were forced to deploy deepseek on aws bedrock to try it out. what a fucking waste of time
 
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Dalren

Trakanon Raider
41
28
I have a small NVDA position, but will go a bigger if it hits 77 or lower. Didn't hit my target last time we crashed during original tariff drama. Also have half the position size in AMD just to cover both. Would love to see both tank hard to fill my bags further.
 
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Captain Suave

Caesar si viveret, ad remum dareris.
5,677
9,744
how China got ahold of export controlled chips? Not sure how many months ago that was, but now apparently they're not only acknowledging it but it's a massive portion of their revenue?
The H20 chips were already specifically downgraded for the Chinese market to reduce AI performance. H100+ were the subject of the real export controls. The new restrictions also impact more markets than just China.
 

Blazin

Creative Title
<Nazi Janitors>
7,405
37,289
Remember when that Chinese AI came out and everyone was speculating on how China got ahold of export controlled chips? Not sure how many months ago that was, but now apparently they're not only acknowledging it but it's a massive portion of their revenue?
THere was no speculation, they used H20s and that was known. The reason that was a big deal is that the H20s are the previous hopper generation and not Blackwell
 

Rangoth

Blackwing Lair Raider
1,925
2,010
I did AVGO puts today, and if the aftermarket down shift holds I may have made close to 50%…..will update sometimes tomorrow!


Edit:
Almost exactly 50%!

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I really wish I knew how to let this stuff ride better(if it could have). I guess that's why I'll never be the WSB dude who bet 10k and made 3 million. Ohh well, hardly going to complain about this win. I was hoping for 5-10%!

Edit 2: AVGO was at -6$ish when I sold, now its at -11$ :( Could have doubled my money.

Would love advice on how people handle shorter expiration options when they are up. With the SPY I can set trailing stops because they are extremely liquid. With others it's not really possible as it can blow right past stops, sometimes to the point of causing a loss even when you up either due to quantity or liquidity. All my technical signs said AVGO was going to recover a bit from the open(daily chart in upward direction, all MA's stacked, etc)....then it dumped even lower.

Any strategy's others use?
 
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Khane

Got something right about marriage
20,889
14,714
I wouldn't be surprised if they released an actual WH briefing putting the China tariffs at 42069%
 
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