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Off-Topic Stock Market & Crypto Discussion

Im pretty sure I was in at around $20 per share for around 50 shares. $1000 that would now be $45000 over 25ish years. Somewhere around an 16% return.
 
Earnings are up
Tech is up because of chips and AI
Would you consider this a bubble??????
 
mr.h said:
Earnings are up
Tech is up because of chips and AI
Would you consider this a bubble??????
Click to expand...
Id say the main characteristics that makes a bubble a bubble is that you expect it to pop and come crashing down basically.

But I'd say it's more likely that OVERALL AI and chips is like the start of the internet. Its just a leapforward in technology as a tool. Which specific companies ultimately end up THE winners may not be the ones who are currently winning from it though. Well I do expect Nvidia and AMD to continue being winners regardless. But like Micron? Idk if they should be expected to keep up.... As far as the AI aspect of who will win, I think it's a completely open race ... And that goes for not only the creators of AI but who utilizes it best....
 
8:30

US
PCE Price index (YoY) (Apr)
3.8% 3.8%
3.5%
08:30

US
PCE price index (MoM) (Apr)
0.4% 0.5%
0.7%
08:30

US
Personal Spending (MoM) (Apr)
0.5% 0.5%
1.0%
08:30

US
Core PCE Prices (Q1)
4.40% 4.30%
2.70%
08:30

US
GDP Price Index (QoQ) (Q1)
3.5% 3.6%
3.6%
08:30

US
Core Durable Goods Orders (MoM) (Apr)
1.1% 0.5%
1.1%
08:30

US
Continuing Jobless Claims
1,786K 1,780K
1,771K

Inflation #’s up….war and oil prices
 
Calinative said:
Id say the main characteristics that makes a bubble a bubble is that you expect it to pop and come crashing down basically.

But I'd say it's more likely that OVERALL AI and chips is like the start of the internet. Its just a leapforward in technology as a tool. Which specific companies ultimately end up THE winners may not be the ones who are currently winning from it though. Well I do expect Nvidia and AMD to continue being winners regardless. But like Micron? Idk if they should be expected to keep up.... As far as the AI aspect of who will win, I think it's a completely open race ... And that goes for not only the creators of AI but who utilizes it best....
Click to expand...
Micron has memory chips..big!!!!
NVDA comes out with PC chip.
The trillion dollar companies can withstand the high costs associated with AI..
 


Surprised this hasn’t been posted.

Between SpaceX and Anthropic going public…god ****. And OpenAI probably follows it up by end of year or early next yr? Even though that is scammy/shady as **** that they can do that after turning a non profit publicize that….
 
Steve Chiavarone, Federated Hermes’ deputy chief investment officer for global equities, in the Financial Times

“We do not believe that we’re in a bubble . . . A bubble would laugh at the valuations that we’re paying right now.”

“Secular bull markets historically are 20-year events,” he added. “We think we’re in the middle, and we think it’s accelerating and this market can continue to go higher.”
 
Calinative said:


Surprised this hasn’t been posted.

Between SpaceX and Anthropic going public…god ****. And OpenAI probably follows it up by end of year or early next yr? Even though that is scammy/shady as **** that they can do that after turning a non profit publicize that….
Click to expand...

Many say all the liquidity in the market is going to be sucked out.. No money left.... This is why Google is offering their 80 billion now. These 2 will take it all...
 
08:30

US
Private Nonfarm Payrolls (May)
120K 85K
177K
08:30

US
Average Hourly Earnings (YoY) (YoY) (May)
3.4% 3.4%
3.6%
08:30

US
Participation Rate (May)
61.8%
61.8%
08:30

US
U6 Unemployment Rate (May)
8.1%
8.2%

Payrolls up
Tech down
 
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