DrStool Posted March 14 Author Report Share Posted March 14 I dunno and needer do day. Link to comment Share on other sites More sharing options...
DrStool Posted March 14 Author Report Share Posted March 14 5150 is the key. If cleared, the selloff is ovah. Market Flies Blind in Thin Air Link to comment Share on other sites More sharing options...
potatohead Posted March 14 Report Share Posted March 14 Link to comment Share on other sites More sharing options...
WTF Posted March 14 Report Share Posted March 14 Adobe only down $63 or 11% after reporting earnings... another ai wonder... the wonder is who buys this overpriced crap... But good news the company will be doing a multibillion dollar share buyback at the top of the market... what a waste of capital... reinvest in the company or pay a dividend... share repurchases are a scam... Link to comment Share on other sites More sharing options...
WTF Posted March 14 Report Share Posted March 14 SpaceX loses Starship... maybe the name over-promises... Starship seems inappropriate for something that will never go to a star... may I suggest Earthship, as every launch so far has ended in mangled pieces crashing back down to earth... Link to comment Share on other sites More sharing options...
SiP Posted March 14 Report Share Posted March 14 the only certain companies that are winning on AI are the semiconductor manufacturers that drive AI and the energy and data centre providers. Most applications of AI will not be profitable. Link to comment Share on other sites More sharing options...
SiP Posted March 14 Report Share Posted March 14 Many companies like Microsoft should continue to grow because they are the monopolists wrapping up the internet. If it is to be believed that more and more business is moving online, then these companies should be the ones to make a profit. Just like cloud computing, cyber security etc. sectors Link to comment Share on other sites More sharing options...
SiP Posted March 14 Report Share Posted March 14 And importantly, the internet has no competition from China unlike, for example, Tesla. The trade war means that many products will not be viable. The likes of google, microsoft etc have no viable alternative from China. you won't use a Russian internet search engine after all. These are different worlds, disconnected. There will be no Chinese netflix or Chinese operating system. These are sure stocks, you can buy ETFs for years. Link to comment Share on other sites More sharing options...
SiP Posted March 14 Report Share Posted March 14 and if competition appears, look at tiktok, the US government is blocking apps under the deceitful guise of spying. Typical American behaviour as they lose the race. It doesn't change the fact that if tiktok goes down, you'll buy meta again. That's why meta is getting more expensive. Link to comment Share on other sites More sharing options...
WTF Posted March 14 Report Share Posted March 14 Sip, I've heard it all before... look at the 30-year chart of CSCO... great company... was the shit back in the late 90's... the internet was going to change everything and CSCO would be at the center of it all, topped in March 2000 at $146 and has never reached the highs since, now trading at $50. The internet was world changing, but that didn't mean CSCO was the winner... I say that with NVDA and other semiconductor manufactures in mind... this is the top of the market for the chip manufactures... demand and margins will never be higher, new manufactures & competition will now eat into prices... the current share prices will not be supported by earnings, I suspect they will also be looking back for the next 20 years to see their highs... Link to comment Share on other sites More sharing options...
WTF Posted March 14 Report Share Posted March 14 And yes... I have long ago given up on the idea the United States was a "Free Market"... the game is rigged, without a doubt... Link to comment Share on other sites More sharing options...
DrStool Posted March 14 Author Report Share Posted March 14 13 minutes ago, WTF said: Sip, I've heard it all before... look at the 30-year chart of CSCO... great company... was the shit back in the late 90's... the internet was going to change everything and CSCO would be at the center of it all, topped in March 2000 at $146 and has never reached the highs since, now trading at $50. The internet was world changing, but that didn't mean CSCO was the winner... I say that with NVDA and other semiconductor manufactures in mind... this is the top of the market for the chip manufactures... demand and margins will never be higher, new manufactures & competition will now eat into prices... the current share prices will not be supported by earnings, I suspect they will also be looking back for the next 20 years to see their highs... Sounds good to me. Link to comment Share on other sites More sharing options...
TurdButter Posted March 15 Report Share Posted March 15 3 hours ago, WTF said: SpaceX loses Starship... maybe the name over-promises... Starship seems inappropriate for something that will never go to a star... may I suggest Earthship, as every launch so far has ended in mangled pieces crashing back down to earth... Starship never did match Airplane. Link to comment Share on other sites More sharing options...
SiP Posted March 15 Report Share Posted March 15 Link to comment Share on other sites More sharing options...
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