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Off-Topic Stock Market & Crypto Discussion

90scane said:
There are a number of factors.
1. Does Google have to sell Chrome? If so, search drops.
2. Gen Z/Gen A are big ChatGPT users.
3. AI isn't a 1=1 replacement of search, so we are seeing a change in behaviors. In the end, if most consumers shift to AI agents for finding information, then Google will struggle.
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Google doesn’t have to sell Chrome and if you have the Gemini ai app, your Google search automatically goes to Gemini when needed.
Chat is still the most popular, but google claims it has not seen any decline. There is conflicting evidence to the contrary.
 
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Anyone know if Echostar is still a good buy. Clearly the inside traders got in a few weeks early on it.... But if they are keeping $8B worth of SpaceX stock.... which is currently at about $400B value, I could see SpaceX doubling in the next 2-3 years for sure.... Though I saw Echostar does have a **** load of debt, so even though they're getting about $10B in cash from SpaceX not sure they're still wroth buying at this point...

This probably really puts significant pressure on ASTS SpaceMObile as well. They have agreements with Verizon and AT&T as their main selling point, and have some important spectrum themselves... but SpaceX can be their own MNO and has the agreement with TMobile... And just in general has the cheapest access to space on the planet, the most advanced sats, and engineering talent, and with Starship and V3 Starlink/DTC sats, is going to be a major accelerator...

 
all the old satellite players will go under with SpaceX or blue origin buying them. It wouldn’t shock me to see viastat sell, too
 
Oracle go up a lot. Unless Larry gets divorced again Michigan gonna get some WRs for Underwood next year
 
GME announces warrant dividend. 🍿


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8:30 AM
USD Consumer Price Index (MoM) (Aug)
0.4% 1.34 0.3% 0.2%
8:30 AM
USD Consumer Price Index (YoY) (Aug)
2.9% 0.00 2.9% 2.7%
8:30 AM
USD Consumer Price Index Core s.a (Aug)
- - - 328.66
8:30 AM
USD Consumer Price Index ex Food & Energy (MoM) (Aug)
0.3% 0.00 0.3% 0.3%
8:30 AM
USD Consumer Price Index ex Food & Energy (YoY) (Aug)
3.1% 0.00 3.1% 3.1%
8:30 AM
USD Consumer Price Index n.s.a (MoM) (Aug)
323.976 0.62 323.89 323.048
8:30 AM
USD Continuing Jobless Claims
1.939M -0.97 1.95M 1.939M
8:30 AM
USD Initial Jobless Claims
263K 5.42 235K 236K
8:30 AM
USD Initial Jobless Claims 4-week average
240.5K - - 231K

CPI up
Ex-food and energy as expected, but high
Jobless claims up big
 
Mkt is so ******* strong right now. Nice to see small craps go on such a heater, especially relative to SPY, last couple of months. That combined with EEM/rest of the world performance are good things.

See some mopes (poors) go on rants on x com the everything site, "muh equal weight spy (RSP) underperforming SPY. Breadth is baaaaaaaaad." While true, in part, RSP has rolled over relative to SPY for 10+ years now, but for the occasional rally. And good stonks have mooned over that time. So big deal.

Will probably start to see mopery saying "NDX long-term breadth is baaaaaad too," as it looks like % of NDX tickers above 200d MA may have peaked in July. Divergence between price and breadth usually eventually bad, but when significant diversions have happened in last decade in tech ('18, '21, '24) the price of NDX has continued to rise as 200d breadth further deteriorates for a period of 10-13 months. The curious thing is that each time NDX has eventually puked and you see prices in tech at or below the high water mark (in price) from when 200d breadth peaked. (see pic)

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flips said:
Mkt is so ******* strong right now. Nice to see small craps go on such a heater, especially relative to SPY, last couple of months. That combined with EEM/rest of the world performance are good things.

See some mopes (poors) go on rants on x com the everything site, "muh equal weight spy (RSP) underperforming SPY. Breadth is baaaaaaaaad." While true, in part, RSP has rolled over relative to SPY for 10+ years now, but for the occasional rally. And good stonks have mooned over that time. So big deal.

Will probably start to see mopery saying "NDX long-term breadth is baaaaaad too," as it looks like % of NDX tickers above 200d MA may have peaked in July. Divergence between price and breadth usually eventually bad, but when significant diversions have happened in last decade in tech ('18, '21, '24) the price of NDX has continued to rise as 200d breadth further deteriorates for a period of 10-13 months. The curious thing is that each time NDX has eventually puked and you see prices in tech at or below the high water mark (in price) from when 200d breadth peaked. (see pic)

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How long has small cap rally been going?
 
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Bird4um said:
How long has small cap rally been going?
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They bottomed same time everything else did in early April. Since the end of July, IWM has been solidly outperforming SPY (which has set a bunch of ATHs since then too)

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If you look back at the last tariff related market selloff in '18/19 from that bottom to before the COVID crash SPY printed 18.5% above the pre-tariff ATH, QQQ 28% above, DIA 13% above, but small caps (IWM) just barely made it back, 5+ quarters later, 0.29% higher. The fact that IWM is now within 1% of it's ATH (printed in Q4 '24) just 5 months later is a pretty obvious sign of strength for the broader market.
 
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