Off-Topic Stock Market & Crypto Discussion

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AMD on a small run here!!
I can't believe Intel and Qualcomm (to a much lesser extent) are so bad. Like I know AMD took Intels lunch, but like come on lol. Show literally any sign of life. You'd think this isn't the company that literally INVENTED the ******* CPU....
 
The health companies have seemed like good deals the last week.
I bought some Novo Nordisk and Regeneron like last friday, and both are up 7-8%.

And honestly kinda mad I didn't get United Health back when it plummeted even further to like $260 last month. Right now its at like $303, and still likely pretty undervalued. Will probably add some soon
 
12:30
USD Consumer Price Index (MoM) (May)
0.1% -0.68 0.2% 0.2%
12:30
USD Consumer Price Index (YoY) (May)
2.4% -0.98 2.5% 2.3%
12:30
USD Consumer Price Index Core s.a (May)
326.85 - - 326.43
12:30
USD Consumer Price Index ex Food & Energy (MoM) (May)
0.1% -1.96 0.3% 0.2%
12:30
USD Consumer Price Index ex Food & Energy (YoY) (May)
2.8% -0.74 2.9% 2.8%

CPI MoM down May
YoY up but less than expected
Consumer price ex food and energy down
Deal with China may be finalized
 
Possibility of rate cuts with soft inflation….to help the economy
Tariff pause…some agreement with Gina..
 
Possibility of rate cuts with soft inflation….to help the economy
Tariff pause…some agreement with Gina..
I am eyeing that 5 year bond. Knowing a guaranteed 4% may be leaving soon is tempting.
 
I am eyeing that 5 year bond. Knowing a guaranteed 4% may be leaving soon is tempting.
If inflation does not rise and Trump is pulling back on tariffs we may see a rate cut in September and the end of the year.
Tomorrow are the PPI numbers which follow commodity inflation…
 
So what stock y'all looking into for when Israel Bombs Iran and gets us into a massive war? I just bought some Exxon the other day... Not really invested much in defense stocks aside from Palantir.... Like I can't get myself to invest in Boeing since I believe they are mostly incompetent. Lockheed is probably the best with Northrup following I'd guess. Maybe general dynamics. But I don't care for Raytheon either tbh.

Probably gotta look into Axon, Astronics, and ISSC too as far as smaller players. And Palo Alto and Crowdstrike for the Cyber security front
 
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Google getting their search impacted by ChatGPT and the like, and are back to being absolute ***** about Youtube Adblockers. Bout to **** around and get me (and likely a bunch of others) to straight switch from Chrome to Firefox or Brave/Opera. BUT gotta own Google to try to reap the benefits of the self-driving car race with Waymo. And about 1% of their value is in SpaceX shares, which doesn't hurt. But man I hate Google sometimes...
 
USD Continuing Jobless Claims
1.956M - - 1.902M
12:30
USD Initial Jobless Claims
248K 1.27 240K 248K
12:30
USD Initial Jobless Claims 4-week average
240.25K - - 235.25K
12:30
USD Producer Price Index (MoM) (May)
0.1% -0.33 0.2% -0.2%
12:30
USD Producer Price Index (YoY) (May)
2.6% 0.00 2.6% 2.5%
12:30
USD Producer Price Index ex Food & Energy (MoM) (May)
0.1% -0.89 0.3% -0.2%
12:30
USD Producer Price Index ex Food & Energy (YoY) (May)
3% -0.45 3.1% 3.2%

Jobless claims up slightly
PPI MoM up slightly
YoY up slightly
Ex food and energy MoM up but less than expected
YoY down
Interest rate cut September or EOY
 
USD Continuing Jobless Claims
1.956M - - 1.902M
12:30
USD Initial Jobless Claims
248K 1.27 240K 248K
12:30
USD Initial Jobless Claims 4-week average
240.25K - - 235.25K
12:30
USD Producer Price Index (MoM) (May)
0.1% -0.33 0.2% -0.2%
12:30
USD Producer Price Index (YoY) (May)
2.6% 0.00 2.6% 2.5%
12:30
USD Producer Price Index ex Food & Energy (MoM) (May)
0.1% -0.89 0.3% -0.2%
12:30
USD Producer Price Index ex Food & Energy (YoY) (May)
3% -0.45 3.1% 3.2%

Jobless claims up slightly
PPI MoM up slightly
YoY up slightly
Ex food and energy MoM up but less than expected
YoY down
Interest rate cut September or EOY
Prediction market has jumped. Maybe 25 next week?

 
They have like the most die hard fans, but like have they even actually delivered on anything? like they have a lot of good looking contracts and claims, but I haven't seen them doing much. They have potential. I suppose they could be useful for drones, but otherwise they're entirely a consumer Direct to cell company. Starlink has the better cost controls, and overall market potential, and just general get-****-done ability, and has their own Direct-to-cell technology they've been launching. And if ASTS doesn't kick it in gear, I think Starlink will be at a major advantage in ASTS' target base within a year...
 
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So what stock y'all looking into for when Israel Bombs Iran and gets us into a massive war? I just bought some Exxon the other day... Not really invested much in defense stocks aside from Palantir.... Like I can't get myself to invest in Boeing since I believe they are mostly incompetent. Lockheed is probably the best with Northrup following I'd guess. Maybe general dynamics. But I don't care for Raytheon either tbh.

Probably gotta look into Axon, Astronics, and ISSC too as far as smaller players. And Palo Alto and Crowdstrike for the Cyber security front
… well, should have bought more Exxon lol
 
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