r/Stocks daily discussion continues into Tuesday session
4 Sep 22 5:42 AM · 1d ago · 1 post · 3 comments · 2 sources · development 4 of 4
A new daily discussion and technicals thread for Tuesday, September 22 opens, continuing the same running debate over rate hikes, earnings quality, and the AI buildout.
Federal Reserve US central bankAlphabet S&P 500 company reporting Q2 earnings
Donald Trump President, referenced in war/policy debate
John Fetterman US Senator referenced in midterms discussion
The whole story postscomments the bright band is this development · numbered dots are the others · click one to jump
What people said 24 voices · best of 112 · verbatim
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CGNX getting hit on the news, but actually seems bullish for the company. > Cognex (CGNX) agreed to acquire RealSense, a 3D robotic perception and depth‑sensing camera platform, for approximately $500 million in cash. The deal expands Cognex into the high‑growth robotic perception market, which is estimated at $600 million today and projected to…
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Part of my work involves buying a fuckload of bulk commodities in the petroleum supply chain and I've seen stuff that barely moved in price for 3-4 years go up 50-100%+ within 6 months. I talk with my main sales reps almost daily and some of them have been in our industry for 40+ years. They've commented that the last year has been the worst…
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The literal only reason its so incredibly, nonsensically bullish randomly is because that is what is required to keep the market from experiencing negative gamma expansion. If puts get even a singular % down they instantly have to load up multiple days like this to extract any short term options premium and use it to prop up the broad market…
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Hah. Since you actually said something worth responding to, I will gift you one last reply. I'm underperforming on my 20% cash sure. But my international which makes up almost all of my remaining is crushing SPY. No one knows for sure when either: US stocks will crater. Or inflation will destroy your gains anyway. And I'll continue laughing at…
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Lol, headline chump. That was intial openAI response. The followup was “could not have influenced the system in any way, including through training.” Not to mention OpenAI solved the euler component, what Buckmaster was actually working on, using a different approach. There is absolutely no dispute that these models are rapidly improving the pace…
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Everyone I know not making 6 figures is so stressed all the time. My Sr Analyst is asking for a raise because he literally cant save money month to month and he lives in some shitty basement apartment. Jobs at my company are now posting salaries for Sr Analysts LESS THAN WHAT I WAS PAID IN 2018. Not adjusted for inflation, nominal. Every Sr…
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Complaining about FCF while witnessing the AI buildout is incredibly dumb. Its not like it mysteriously went down and the business is in trouble. A technological breakthrough occurred in 2022 that made the turing test child's play, and now we have matrix mults that are smarter than you and have solved at least 1 millennium problem while you were…
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An obvious bond bubble that hedge funds defeat with their sophisticated method of "shoving their cash under the mattress". That's reasonable. Bonds almost never beat stocks in the long run, and when they do it's barely. It was headline news in 2011 when they had beaten stocks over a 30 year period, coming off a starting period where the fed funds…
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Better question or way to think is who is the business being evaluated. Depends on your goals with your investment, but usually the key to being successful is to buy a good a business at a good price. Like IOQN marketcap right now is 16B and they did like 250M in revenue this year. They are growing pretty fast, but they still aren’t making money…
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Because it was the least expensive way to remodel using the least expensive subcontractors during the time every corporation could issue super cheap bonds. That's also why everything looks the same now it's because it's the least expensive way to do construction. They also want this so they can gradually phase out the seating area and go 100%…
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The market apparently thinks its March still and the crisis will be over tomorrow. Anytime there's even a hint of diplomatic activity energy falls off a cliff, bond yields drop, and tech skyrockets. No one wants to be caught offsides when this conflict ends of course. The problem is that the market doesn't understand how fucked things are already…
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AMD giving away $100B in equity to OpenAI.... In exchange for OpenAI to buy... $100B of chips. They're literally just diluting their stock so they can donate chips for free and record it as revenue. But yea, this isn't a ponzi scheme. u/PlayfulPresentation7 sorry missed your response last night. Do we call it a Ponzi scheme when Honda Financial…
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Sure, if by interesting you mean highly regarded. Wtf do people think is gonna happen to treasury yields when countries all over the world sell their treasuries to pay outlandish sums to secure energy for their country? No diesel means no tractors to harvest crops (bad for food prices), trucking slows to a crawl, mining slows or stops. The world…
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Most of the "growth" of the Mag7 "profits" are coming from the value of their investments in OpenAI and Anthropic. Every few weeks the private estimates of the value of both companies go up and therefore every company that "invested" in them gets to book their share in those companies as profit. It's all one big circular financing circle jerk…
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Convertible bonds have been there since year 1602. Shipping voyages considered too risky had a problem raising loans from banks So we're comparing extremely high risk gambles that could completely sink at sea, in an environment of relatively primitive banking systems and bonds... To AI in straight up equity options within unbelievably liquid and…
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Who said I missed out on anything? I'm maxing my 401k and have been overweight semis for years. I've benefitted from this market. Hilarious that you think I must be a bear with 100% cash on the sidelines just for pointing out how insanely stupid and short-sighted this market is. Don't worry though, surely the market will simply go up 20-30% every…
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Lmao, again showing your ignorance. Not only was it not in the training data, but other mathematicians have already concluded that their work was not sufficient at all to be considered the reason it would have solved it. Not to mention all the other open math it solved. And not to mention the costs of these feats is the fastest depreciating cost…
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The key here is temporary. The US produces more diesel than it uses. A temporary embargo on the of exportation of diesel alone (which is a by product of gas production) while gas is high, would drive diesel prices down, to near gas prices, which would be enough to curb some inflation. Too many of you are too anti Trump to think about this. I don’t…
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They really aren't. Paper diesel prices also react to headlines just like oil does, even when it makes zero sense. When we had a similar headline-driven tanking of crude back in July (coincidentally Trump threatened to escalate and then didn't back then too) diesel fell from $4.24 on July 29 down to $3.77 on August 4th. Didn't stop the price from…
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My parents and my last surviving grandparent see nothing different about the current situation compared to the "bad times" in the past. I'd like to be optimistic, but it honestly feels like a small group of people are actively trying to destroy the world to avoid the consequences of their personal actions. Something feels fundamentally wrong right…
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You just spread lies. OpenAI explicitly stated they couldn't rule out it was in the training data. And no, other mathematicians have not concluded that. While it's been a couple decades, I was actually trained as a mathematician and did research for a bit. I'm familiar enough to know you are full of shit. If anything mathematicians question if…
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As bullish as I am on shipping in general and tankers in particular, and as much as I don't expect the war with Iran to end any time soon, from a risk perspective I can't recommend putting much money in BWET. Having a few shares is fine, but it needs to be seen as extremely high risk. It really could tank 50% in a day on news about the war ending…
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Sure, but my point is that these lower paper prices aren't due to anything but manipulated headlines meant to drive prices lower. Supply and demand matter much more, headlines can't fix US diesel inventories being effectively at tank bottom already before peak demand season hits in a few weeks. Also worth noting that part of the recent decline in…
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Yesterday's pump was one of the most narrow in history. SPY was up more than 1.5% but rsp up only .5%. Only 25% of S&P components are above their 20 day SMA, 29% above their 50 day, and 49.5% of their 200 day. Compare that with August 13 when SPY hit its ATH, when 69% were above their 20 day, 68% of their 50 day, and 72% above their 200 day. Only…
All 4 developments of r/Stocks investors split over AI-buildout risk as rally… →
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