C

It was never normal for massive companies like DELL/HPE/ INTC/ AMD to make a 30% move in minutes. … If AAPL follows the trend of the other companies on their earnings report Monday, and NVDA on the 17th, the market will be in trouble given they combined make up 14% of the S&P 500 right now.

Smart. Better VOO than anything else. At least you didn't throw it at CRWV.

As bad as SpaceX was, this is such an obvious rug pull and pump and dump that even the dumbest retail investors should know they're just bagholders for exit liquidity. … It's just a mystery why Meta, Google, Amazon and Microsoft would fall for the snake oil themselves, and Oracle basically speed-running a bankruptcy in tag team with CoreWeave to fund this disaster.

It makes no fucking sense other than this, some very rich and powerfull people want to keep Elon rich and powerfull. … I dk man I guess they feel him being the worlds richest man is important for their elite, sex trafficking island, dysotpian surveillannce state, brave new world future they are planning for us all.

GOOG faceplanted, INTC faceplanted, AMZN faceplanted, META is not looking good either. … That alone is more than enough to carry everything into the fuckin dumpster, theres a lot of panic and draggin into the mud, no ticker looks safe tonight.

They're focusing on AMZN, GOOG and INTC missing guidance targets but they should be focusing on the far more bearish story of MSFT beating because they undershot capex due to datacenter delays and cancelations. … They can then go back to saying the AI trade is back on and trigger a relief rally so that Anthropic can safely list this bonus year for the sell side.

The total market isn't cheap it's at the same level as like 2 weeks ago. … CAT is still up like 100% from 2 years ago, it out flew too high.

What is your definition of cheap? A cheap share price? Like less than $10? … They had two Q over Q revenue gains over 70% twice last year.

Nice breakdown. I'd say the 15% EPS growth is the less defensible assumption. … 35x is still a rich exit multiple, but Costco has traded at or above that for a good while, so that part looks more defensible to me than the growth rate.

GOOG, NOW, CAT. Bigly massive dumps. Dump momentum seems confirmed. Spooky Pooty Friday upon us.

wow yeah what a reversal for STX. it was a stupid / manipulated sell off though. their earnings were solid. dope that u were able to capitalize off the market always over reacting on earnings. im hoping to catch the same opportunity on NOW, FTNT, Google and CAT too. all overdone on the selling.

It really depends on valuation if I submit for IPO shares or not. … If you factor in run rate, they already have top line that is top 10-15 percentile of SP500 companies.

So piece of shit CRWV is up 4% while NBIS is about to go red. Got it. Fuck this joke of a market.

That CLS ER pretty much confirms that the AI trade is still alive and well. … I'm just staying away from the ones that need to add debt and don't make significant revenue yet (i.e CRWV).

Any S-1 is going to have a section called risk or risk factors which will be page or multiple pages of reasons why they could fail, and it is everything under the sun type scenarios. … For example CRWV will have something like "we depend on NVDA GPU's - which we do produce on our own" as a risk factor.