Rainy777
Rainy777
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avatarRainy777
07-31 22:37
Interventions by both Japan and South Korea is a really bad sign. A currency crisis is brewing.
Dollar on Track for Worst Week in Three Months Amid Fed Doubts and Massive Yen Intervention
avatarRainy777
07-31 22:33
Amazon profits aren't real. They were down if you take off revaluing their Anthropic stake.
Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets
avatarRainy777
07-31 22:30
He will be proven right again. Much of the increases seen in big tech revenue and profits is a mirage. It is either from the unprofitable companies they invest in or revaluing equity positions or both.
The Big Short's Latest Portfolio Shift: Doubling Down on AI Shorts, a Tale Hiding in Historic Momentum Reversal
avatarRainy777
07-31 04:46
Lol. Half of the increase in Azure was from OpenAI, using Microsoft's money.
Microsoft's F4Q Puts Compute Overcapacity Debate to Rest
Government statistics get a bad rap but they are often compiled on very small budgets with no funding for any major changes. Maybe they will finally get a budget to allow changes. 
Can Walmart Help the Fed Harness Real-Time U.S. Economic Data? We’re About to Find Out
Wait, so even the most bullish Tesla analyst sees $Space Exploration Technologies(SPCX)$ as only having a 20% upside in the next 12 months? [LOL]  
SpaceX Got Its First Analyst. How High Shares Can Go
Keep the children away from Trump!
China's Xi, Trump Hold Talks, Chinese State Media Reports
Why would anyone buy INTC at a forward PE over 100 when TSM is on a forward PE of 26? Pure bubble behavior where you are gambling instead of investing. 
Semiconductor Stocks Are on a Historic 32-Year Run. Here's What Usually Happens After a Rally Like This
Does he think oil prices will magically drop if he TACOs? Deluded.
Trump Urges Countries to Go to Strait of Hormuz and "Just Take It"
Trump may have said this, same as he says a lot of stupid things. But walking away now would give Iran the win, so I doubt this is what USA will do.
Trump Tells Aides He's Willing to End War Without Reopening Hormuz
The reason retail gets 30% is that the institutional investors aren't interested as its way over priced. 
Musk Generously Shares the Cake. Why SpaceX IPO Plans to Allocate 30% Share to Retail Investors?
Believe what they do not what they say. Why move troops and ask for more money if they intend peace?
U.S. Sent Iran 15-Point Plan to End War, Report Says; Trump Says ‘in Negotiations Right Now’
High inflation is always good for gold in the long term as real interest rates (i.e. after removing inflation) will go below zero.
I can't believe people fell for it. It was always going to be a taco with one warship going to Greece for repairs and the marines still in transit.
Did Trump Just Pull a 'TACO' on Iran? Why Markets Will Remain Volatile, Even If Investors See Some Relief from Selling This Week
I'm going to be voting NO on $AES Corp(AES)$ buyout. They sold out to BlackRock based on one of the lowest stock prices in the last 8 years (in June 2025) i.e. just after Liberation Day sell off. And if anyone puts a in motion to get rid of the c-suite and board then I'll vote YES.
GIP And EQT Consortium To Buy AES For $10.7 Billion Cash
i think $NVIDIA Corp(NVDA)$ will pop after the announcement but then a day or two later the market will remember their war, tarrifs,  economy, or over investment fears and it will trend down again
Only a fool would think this is over. Negotiations between Iran and USA are ongoing and I'm sure there will be more threats made during the next few weeks. The second warship is still on its way from the Caribbean and the last strikes on Iran occurred after negotiations that were reported to be progressing well. 
This article is idiotic. If you invested at the top of the market in 1929 and remained invested during the 86% drop, it would have taken 13 years of growth at 16% per year to get back the money you invested in 1929. That also assumes that you had an index and were not invested in companies that went bust. Don't ride the market down!
The Big Scary Myth Stalking the Stock Market
The valuation of $Microsoft(MSFT)$  and $Oracle(ORCL)$  is only attractive if you think that AI will turn good. If AI turns bad then they need to write off their LLM investments and are stuck with contacts for data centers and electricity that will be above what they can charge customers.
Microsoft And Oracle May Be Bargain Stocks, According To This Analysis
What else can he say? It means nothing when any other comment would crash the value of his stock.
Nvidia Stocks Soar 8% as Jensen Huang Says $660B Capex Buildout Is Sustainable

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