I think the obvious is being lost. PLTR is making every job 500% more productive and thats a good thing. As investors we should not be concerned about job protection its about making money. As a.i is adopted corp earnings …
Regarding to the drop in stock prices for both of these stocks today. Do you think that it is just a market overreaction or are they in your opinion justified? I am new to stock trading and to me these …
Revenue beat. AWS beat. Ads beat. Stock still drops 10%. The market isn’t punishing performance. It’s punishing ambition. $200B capex means one thing: AI arms race. Short-term margins down. Long-term dominance up. So what’s this selloff really pricing in? Fear …
Just opened my phone and my entire watchlist is bleeding. Not just random small caps, big tech, AI names, even stuff that usually holds up pretty well. Some down 4–5% before the bell. I’m mostly in AI / growth, so …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) …
When everything moves together, it’s rarely about the asset. It’s about liquidity. Today, Silver’s 11% flush looks dramatic, but the real signal isn’t the metal. It’s the correlation spike across risk. This is what happens when: Dollar firms, Yields tick …
I’ve read many post about panic selling for AI bubble fear. What I saw in the last couple of months is an S&P500 which reached different new ATH while some big tech companies were falling down (Broadcom, Oracle, Microsoft and …
Google, Amazon, and other big tech companies are planning massive CapEx, especially toward AI, data centers, and chips. Does this make the sectors they’re spending on a good investment opportunity? Historically, is it smart to invest where the giants are …
My first trading account was set up and funded LITERALLY as the '08 financial crisis crash was beginning. I was so excited to trade I literally unloaded all my funds into stocks within a couple of days to weeks. The …
There has been a lot of news and talks about an AI bubble, and whether or not it is real, the market has priced in the fear and doubts of many. I am wondering how others are making trades, specifically …