Stock Market (29 Viewers)

[Seven]

I finally manage to log in. Somebody should class action these fuckers.

They're all doing it at this point, I'm surprised how few lawsuits there have been in the past.

Reminds me of this case I had once. Dude was being investigated for a crime, but he was acquitted in the and. Now his stocks were seized by the prosecutor pending investigations. He couldn't sell the stocks because of this and went crazy, because this was at time of the 2008 financial crisis.

Long story short: the investigation took so long the markets recovered and he made bank lol.

 

Buy on AliExpress.com

[alaska]

TSMC manufactures chips, Nvidia designs them. TSMC will always be in business regardless of market trends. Nvidia is shooting to the moon because they design GPUs as well as the software development kits to interact with those GPUs. With the AI boom that is happening Nvidia has a huge head start because a few years ago researchers figured that using GPUs over CPUs for AI tasks yielded far greater results. Intel could technically make superior chips but they’ll have a hard time convincing developers to learn and use their software. GPUs are not really their bread and butter either. Intel also has fucked up their latest gen of CPUs and the customers are fuming, so that’s another thing not going their way.
All that said I do think Nvidia is incredibly over valued at the moment, but then again I don’t invest in individual stocks and know jack shit what a good valuation is, so who knows

Very useful, thank you.

 

[Ronn]

They're all doing it at this point, I'm surprised how few lawsuits there have been in the past.

Reminds me of this case I had once. Dude was being investigated for a crime, but he was acquitted in the and. Now his stocks were seized by the prosecutor pending investigations. He couldn't sell the stocks because of this and went crazy, because this was at time of the 2008 financial crisis.

Long story short: the investigation took so long the markets recovered and he made bank lol.

Should’ve sent that prosecutor a nice bouquet.

 

[Lion]

TSMC manufactures chips, Nvidia designs them. TSMC will always be in business regardless of market trends. Nvidia is shooting to the moon because they design GPUs as well as the software development kits to interact with those GPUs. With the AI boom that is happening Nvidia has a huge head start because a few years ago researchers figured that using GPUs over CPUs for AI tasks yielded far greater results. Intel could technically make superior chips but they’ll have a hard time convincing developers to learn and use their software. GPUs are not really their bread and butter either. Intel also has fucked up their latest gen of CPUs and the customers are fuming, so that’s another thing not going their way.
All that said I do think Nvidia is incredibly over valued at the moment, but then again I don’t invest in individual stocks and know jack shit what a good valuation is, so who knows

not a r/wallstreetbets post so i would not trust this info.

 

[Ronn]

TSMC manufactures chips, Nvidia designs them. TSMC will always be in business regardless of market trends. Nvidia is shooting to the moon because they design GPUs as well as the software development kits to interact with those GPUs. With the AI boom that is happening Nvidia has a huge head start because a few years ago researchers figured that using GPUs over CPUs for AI tasks yielded far greater results. Intel could technically make superior chips but they’ll have a hard time convincing developers to learn and use their software. GPUs are not really their bread and butter either. Intel also has fucked up their latest gen of CPUs and the customers are fuming, so that’s another thing not going their way.
All that said I do think Nvidia is incredibly over valued at the moment, but then again I don’t invest in individual stocks and know jack shit what a good valuation is, so who knows

Nvidia is the dominant force in AI hardware and firmware. It’s unbelievable how big of a lead they have over their closest competitor (AMD). Microsoft and Meta wait in line to buy their stuff. If they go belly up it’ll hardly be their fault. It’ll be OpenAI’s failure to deliver on AI hype.

 

[Seven]

Nvidia is the dominant force in AI hardware and firmware. It’s unbelievable how big of a lead they have over their closest competitor (AMD). Microsoft and Meta wait in line to buy their stuff. If they go belly up it’ll hardly be their fault. It’ll be OpenAI’s failure to deliver on AI hype.

AI will deliver.

It's only a question of how and when. The panic right now is comparable to the dotcom bubble. Our society has undergone radical change because of the internet, even if some suddenly had doubts.

 

[Ronn]

AI will deliver.

It's only a question of how and when. The panic right now is comparable to the dotcom bubble. Our society has undergone radical change because of the internet, even if some suddenly had doubts.

Delivering on the hype meaning deliver while the hype is there. If we look at how far AI has come it’s not a question of if but when.
But Nvidia’s lead won’t last forever.

 

[swag]

Delivering on the hype meaning deliver while the hype is there. If we look at how far AI has come it’s not a question of if but when.
But Nvidia’s lead won’t last forever.

More to the point, Nvidia's value makes sense in this generational era of AI ... generative AI. Which is all correlation-based (no causation) and involving massive data sets. It's perfect for incumbents with huge infrastructure investments, like Microsoft and other Big Tech companies.

But this generation of AI is tapping out. The other side of the S-curves are already starting to kick in with diminishing returns for every 10x of data or processing growth.

In AI, the holy trinity (trilogy) is compute, data, and algorithms. For the Generative AI wave we're in now, it's all in that order.

That prioritized order will likely change when everyone comes to realize we aren't going to bigger-and-bigger big data our way to artificial superhuman intelligence.

Will be interesting to see how this evolves. But bigger compute has mostly run its course for this generation.

 

[AFL_ITALIA]

Dearest Tuz, I've been thinking.

As we get warmer and longer summers with shorter and more mild winters globally, the mosquito control business is going to be much larger going forward if not just for the annoyance factor, but also to mitigate the diseases they spread (look at EEE this past summer). In my extensive 3.6 second search, I see Orkin is publicly traded and owned by a parent company called Rollins (ROL) that holds other pest control companies. I'm about to sell out of all my LOSER companies Snapchat and SoFi and pile it all in there, after kicking myself for not doing the same with TLT like I said I was going to do back when it was in the $80s. Plus they pay a dividend, and don't look now but it seems they've even outperformed the S&P500 over a 1 year and 5 year period . Might even sell what little TLT I have for it too because idk what sort of rate cuts people are expecting these days.

Thoughts?

 

[Tak!]

Rollins looks a bit too expensive atm for me at first glance. P/E 50 and the stock has grown quite a lot. I would see it as a defensive stock and would therefore expect the valuation to be much smaller. But it's the first time I've ever even heard of the company. So the valuation might be driven by something else, or rated highly as a safe bet in an uncertain environment.

Sent from my Samsung via Tapatalk

 

[AFL_ITALIA]

Rollins looks a bit too expensive atm for me at first glance. P/E 50 and the stock has grown quite a lot. I would see it as a defensive stock and would therefore expect the valuation to be much smaller. But it's the first time I've ever even heard of the company. So the valuation might be driven by something else, or rated highly as a safe bet in an uncertain environment.

Sent from my Samsung via Tapatalk

I was surprised when I saw that too, but haven't had the chance to look into why it's so high yet. Seems like there's a lot of private equity money in the space now: https://seekingalpha.com/article/4681164-rollins-stock-price-has-gotten-ahead-of-itself

 

[Tak!]

I was surprised when I saw that too, but haven't had the chance to look into why it's so high yet. Seems like there's a lot of private equity money in the space now: https://seekingalpha.com/article/4681164-rollins-stock-price-has-gotten-ahead-of-itself

Please share what you learn later!

Sent from my Samsung via Tapatalk

 

[AFL_ITALIA]

Please share what you learn later!

Sent from my Samsung via Tapatalk

So first let me preface this by saying I know NOTHING. It sounds like it's a solid company with nice growth, coverable liabilities, consistent revenue, and an industry with little attention and a high cost of entry for newcomers. One source was REALLY down on them, basically said they were lying about all of their numbers and that they need 750,000 new customers a year to break even, but that seems pretty extreme. I also found this, which doesn't make them look too good:
https://www.cfodive.com/news/sec-swats-pest-control-company-8m-penalty-accounting-flaws/622326/

It's definitely overvalued, so maybe I'll wait for a bit of a pullback but I think I'm gonna go for it. I'm essentially just shifting money from some investments for a loss to this, so I think it's a bit easier for me here.

 

[AFL_ITALIA]

We did it @alaska...

We did it

AI Boom Propels a Wild-West-Era Texas Landowner to 230% Stock Rally

https://www.bnnbloomberg.ca/busines...-west-era-texas-landowner-to-230-stock-rally/

 

[GordoDeCentral]

https://x.com/junkbondanalyst/status/1861183328918905124?t=5RcM6yw-YECzWGAX3Zk3eQ&s=19

 

[Lion]

why not just put options

 

[swag]

We did it @alaska...

We did it

AI Boom Propels a Wild-West-Era Texas Landowner to 230% Stock Rally

https://www.bnnbloomberg.ca/busines...-west-era-texas-landowner-to-230-stock-rally/

Hear that, Mabel, we struck Bitcoin!

https://x.com/junkbondanalyst/status/1861183328918905124?t=5RcM6yw-YECzWGAX3Zk3eQ&s=19

So what does this mean for shares of WU.TANG?

 

[GordoDeCentral]

why not just put options

If you have insider info, you shorting, more money

 

[Bjerknes]

https://x.com/junkbondanalyst/status/1861183328918905124?t=5RcM6yw-YECzWGAX3Zk3eQ&s=19

Martin Shkreli - wasn’t that the rogue trader dude who lost like 50M on a bad trade?

 

[GordoDeCentral]

Martin Shkreli - wasn’t that the rogue trader dude who lost like 50M on a bad trade?

Did he? I just remember him corerning the market and raising the price on an AIDS drug and buying unreleased wu tang material