Just one day ago, the market was still buzzing about the memory story: Micron signed a strategic partnership with Anthropic, a memory manufacturer became a shareholder in a large AI model company, and memory was redefined as a strategic resource …
**UPDATE:** All threads have been updated with working images again. Also to the morons who think this is AI: I wrote every word of this, and every thread posted below. Just because you zoomers lack the attention span to read …
I see so many people here acting like this is a broad market crash, everything is down. It's not. This is diversification to other sectors. At the time of writing , Tech is down 3.17%, semiconductors down over 7%. However: …
SanDisk is up roughly 50x in 12 months and trades at 12x forward earnings. So is a struggling retailer at depressed multiples. Same number, completely different signals. The naive read: stocks are cheap, buy them. The reality: a low forward …
Hi, I just started investing a few months ago (inherited an IRA brokerage thing, roughly $40k, planning to add a little from every paycheck) and I don't really know anything about investing. I work in energy, so I have a …
Markets are not driven by intrinsic value. With modern liquidity, the dynamic today is driven by relative future value. Relative future value is a measurement against today's companies in the future global economy. The reason everyone has assigned a meteoric …
I'm going to keep this post very simple and straightforward so that everyone can comprehend it very easily, and I am trying to help y'all. Applied Optoelectronics (AAOI) short-term trading is one of the easiest ways to generate quick profits. …
At this point, when is the market going to learn? Over the last few years we've seen the same pattern repeat again and again: inflation scares, rate scares, banking scares, AI scares, tariff scares, war scares. The market sells off …
Very meaningful news for ZETA stock: Palantir and Zeta Global announced a strategic partnership to combine data with enterprise AI infrastructure. Zeta shares are up around 5.3% premarket Tuesday, Palantir shares are down 0.4%. \* Zeta’s Data Cloud to be …
Today we are seeing a broad selloff in the AI and tech sector across multiple markets, and it raises the question of whether sentiment toward the AI trade is starting to weaken. Recently, there have been several negative catalysts including …