Posts
Trump's Iran deal and SpaceX IPO
I don't know how Trump's market manipulation could be anymore blatantly obvious than announcing on June 9th that his "Iran Deal" is coming in 2 or 3 days. That's so very conveniently aligned with the Space X IPO on the 12th. ​ There's conveniently a lot of fear in the …
NASDAQ futures up as US launched attacks
What confuses me is not just that futures are green now. The market was already down nearly 2% during the regular session before the US strikes were announced, and even after the strikes happened, futures stayed negative for several hours. Then suddenly, sentiment flipped and futures turned solidly green. Maybe …
softbank --> plumbing???
Softbank dropping 10% intraday is terrifying because when those prime brokers start sweating over margin loans, they dont care about AI hype, they care about collateral. If they start forcing liquidation windows, ARM is going to get hit so fast, and tracking those JPM and Goldman desk prints tomorrow morning …
Investing in stocks as supplemental income?
So im a medical resident with 2 years left and been investing in VOO since college. I have about 15k in it and plan to invest 3-4k a month of my monthly income once I finish residency until retirement. I know this may be frowned upon here but I also …
Iran war and Super El nino low rates scenario
Okay, so what's the take on a super el nino and an extended Iran war conflict causing a scenario in which central banks will have to lower rates? It seems very plausible that the economic pain caused by higher oil prices and then a compounding effect of an el nino …
Salesforce stock is probably the worst to own right now and in the next 3 years
I have no position but i follow the stock and have had experience from the inside but it seems like this stock is going to tank the company faster than the ceo and their lackluster innovation. I just don’t see how it bounces back. They are laying off people every …
Oracle awarded US contract to provide government-wide HR software
https://finance.yahoo.com/sectors/technology/articles/oracle-awarded-us-government-contract-183946999.html >President Donald Trump's administration has awarded Oracle a contract to provide a U.S. government-wide HR platform, according to a statement, making the company a partner in its effort to overhaul federal technology systems. Oracle will provide a cloud-based HR platform to replace the individual systems of agencies, Office of …
SpaceX. The math is, in fact, mathing
The SpaceX IPO and all the emotion about Elon is making people argue so much out of emotions and hunches, so here is some figures of you to evaluate yourself This is all for 1 gigawatt of AI compute 1) Cost of terrestrial AI deployment(excluding the chips) Facility construction: $15b …
Today (Jun/26) my country stock market is suspiciously cheap again, where is the catch ?
I'm in the brazilian market, since April/26 our market (EWZ) took a 20% dip. According to our news sources its due to: foreign capital exit; the upcoming infamous IPOs, investors realizing profits; the new dividends tax; USA Government tariffs (that exclude goods to USA consumer market); Political scandal in the …
Trump is forcing the market down
He’s doing it to get AI stocks to drop down to buyable prices so he can pull another intel. Think about it; he recently said that for the public to keep up support for AI growth, they need to reap more benefits. He said he’s meeting with AI leaders this …