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Misc Stock Market

LOL...I own AMD in my IRA, for years now and yet another OpenAI headline that is pumping another megacap. This market is so nuts right now...I am still taking a break though.

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Swap out Nortel for Oracle and you've got a dot.com crash 2.0 in the making.

It really is remarkable that nearly all economic "growth" in the US is driven from these few AI and AI-adjacent companies essentially engaging in massive B2B deals.
 
ChrisAMB said:
Swap out Nortel for Oracle and you've got a dot.com crash 2.0 in the making.

It really is remarkable that nearly all economic "growth" in the US is driven from these few AI and AI-adjacent companies essentially engaging in massive B2B deals.
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Megacaps are just recycling capex at this point...OpenAI making these huge deals and are a negative cash flow company. This is clearly a tech bubble...but it could go on a while.
 
NCSNOW said:
IAU back at 40%+ over past 12 months. Up 18.95 this calendar year. Get in on it.
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Bump Post from back in April. This has doubled in value since then and still going to the moon this a.m.. Dumped my entire 401K in this last fall/ big gamble and over 12 months , as of this morning have a 51%+ return since then. I wasn't alone at work, couple others did the same. one of them netted almost $200,000. Will Gold make it to $5000.00? I cant imagine if it does, what the dollar and rest of the economy will look like at that point. They don't go hand in hand , was always my thinking. Interested in more wiser economic opinions on here/ chime in. Am I wrong to assume, one has to give, sooner or latter? Dollar v/s Gold mainly ( but silver etc as well)
 
KyloG said:
MRVL has been good...I added in low 70's and added more on Friday at $75. My biggest swing position right now...

It's valuation is reasonable, trading at only 8x sales...NVDA at 29x sales..AVGO 25x sales and rev growing at over 50%.


Really like when it holds emas like that for several days using it as a launch.


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This is making me sick...I had a large position in MRVL working and got shook out after it's earnings, I got out around $68'ish and it sold off 20% but now it's 50% off that...🤦‍♂️

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KyloG said:
LOL...I own AMD in my IRA, for years now and yet another OpenAI headline that is pumping another megacap. This market is so nuts right now...I am still taking a break though.

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AMD going nuts...I've owned this for years and it's lagged so many other tech names but the past few months has made up for this and more. I do think this will be a $1T market cap eventually...currently $380B

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KyloG said:
Mea cupla....Its fairly clear now that I was wrong...I keep thinking the market is going to pullback and it just isn't. I thought the labor market rolling over, the unemployment rate moving from 3.4% to 4.4% and getting worse...tariffs...US debt and inflation being over Feds target for 4+ years now would lead to market weakness. But it's not. In the past 3 years tech is up 150% and SPY is up 100% and it's not stopping. It's all AI....the megacaps are spending so much money on AI/capex that it's driving everything higher and the macro/economy doesn't matter. We are clearly in a 1995-2000 type market run where the market just is up non stop. Yes, we are headed for an AI bubble...but is it 1995...1997...1999....I don't know.

I am taking the rest of the year off...I haven't had a swing trade in a couple weeks, all cash in 401k and 50% cash in my IRA. I have had a good year but it should have been great but won't chase here. Will stick with that until early 2026 and see. There will always be another correction but it looks like we won't see one for a while...maybe spring 2026.

The worst thing I have done the past few years is educate myself on the economy/macro...it's made me so conservative and in the market we have it doesn't matter, just recklessly buying and chasing is the way to make real money.

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Every day that goes by is a reminder of how wrong I was...geez. This market is never going to stop moving higher...relentless.



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