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 USA Stock Discussion v8, Brexit: What happens now?

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ozak
post Oct 3 2025, 09:00 AM

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QUOTE(danmooncake @ Oct 3 2025, 01:30 AM)
Sell the news... laugh.gif
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Drop over 5% when close.

I should buy some. For the coming Q3 sell the news.
engineer
post Oct 3 2025, 09:56 AM

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QUOTE(swiss228 @ Oct 2 2025, 10:50 PM)
Seems like short sellers getting the upper hand now. TSLA down 1.19%
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Classical bull trap... very interesting
john123x
post Oct 3 2025, 08:58 PM

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I just realize Non Farm Payroll data that are scheduled to be out on 3 Oct will not be out due to government shutdown...

» Click to show Spoiler - click again to hide... «


This post has been edited by john123x: Oct 3 2025, 09:00 PM
danmooncake
post Oct 3 2025, 09:16 PM

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QUOTE(john123x @ Oct 3 2025, 08:58 PM)
I just realize Non Farm Payroll data that are scheduled to be out on 3 Oct will not be out due to government shutdown...

» Click to show Spoiler - click again to hide... «

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I think it's going to be bad when they eventually opens and report later. The ADP report on Wed is a tell-tale sign that US jobs market is going to contract. Powell has no choice but to lower rate again.. maybe hit hard at 50bps and be done for this year.
Market will go higher because of money printing and inflation will sky-rocket again by early next year.

This post has been edited by danmooncake: Oct 3 2025, 09:17 PM
Hastebreak
post Oct 6 2025, 11:55 AM

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I guess the government shut down will last for another two weeks...
SUSipohps3
post Oct 6 2025, 08:13 PM

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AMD ATH

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This post has been edited by ipohps3: Oct 6 2025, 08:14 PM
buffa
post Oct 6 2025, 09:24 PM

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QUOTE(ipohps3 @ Oct 6 2025, 08:13 PM)
AMD ATH

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Wow, My first few stock in FSMOne. Still keep some.

This post has been edited by buffa: Oct 6 2025, 09:24 PM
solstice818
post Oct 6 2025, 09:35 PM

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QUOTE(solstice818 @ Jul 15 2025, 03:16 PM)
thumbup.gif  thumbup.gif  Regret not reloading more during the dip.

Reckon AMD is the next one to break ATH.
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Boom! Let's go AMD brows.gif brows.gif brows.gif
MGM
post Oct 6 2025, 10:25 PM

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What! Nvidia invest in OpenAI which might now invest 10% in AMD? And Jensen is Lisa uncle., really one big family.
ozak
post Oct 6 2025, 10:27 PM

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QUOTE(MGM @ Oct 6 2025, 10:25 PM)
What! Nvidia invest in OpenAI which might now invest 10% in AMD? And Jensen is Lisa uncle., really one big family.
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“ Nvidia dominates the market for AI compute. Throwing a bone to AMD makes complete sense and was expected.
Management of hyperscalers cannot exclusively rely on Nvidia. This would be bad management.

Hence, ensuring another viable non-Chinese player is around is vitally important to them.

To me this was always the base case. If I was Satya (Microsoft), Sundar (Alphabet), Sam (OpenAI), or Andy (Amazon) I would absolutely try to have at least one alternative supplier for the most important hardware my business needs in large quantities. “
MGM
post Oct 6 2025, 10:35 PM

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QUOTE(ozak @ Oct 6 2025, 10:27 PM)
“ Nvidia dominates the market for AI compute. Throwing a bone to AMD makes complete sense and was expected.
Management of hyperscalers cannot exclusively rely on Nvidia. This would be bad management.

Hence, ensuring another viable non-Chinese player is around is vitally important to them.

To me this was always the base case. If I was Satya (Microsoft), Sundar (Alphabet), Sam (OpenAI), or Andy (Amazon) I would absolutely try to have at least one alternative supplier for the most important hardware my business needs in large quantities. “
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So next would be Broadcom, making ASIC for AI.
ozak
post Oct 7 2025, 08:31 AM

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QUOTE(MGM @ Oct 6 2025, 10:35 PM)
So next would be Broadcom, making ASIC for AI.
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"An ASIC for AI is a custom-designed chip for a specific Artificial Intelligence task, offering high performance and power efficiency for that single purpose, unlike general-purpose chips like GPUs."

If this chips is compactible, why not.

The AI pie is too big. You can't swallow the whole pie.


brows.gif
QUOTE
And OpenAI is believed to have inked a $10 billion chip design deal with Broadcom to train its AI models, a move that could potentially reduce its reliance on partners like Nvidia and AMD.


This post has been edited by ozak: Oct 7 2025, 12:10 PM
Fantasia
post Oct 7 2025, 08:53 AM

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These tech companies involved in AI macam cycling the money between themselves je laugh.gif
engineer
post Oct 7 2025, 09:14 AM

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Last night AMD, tonight maybe Tesla with the new model revealing...
ozak
post Oct 7 2025, 09:57 AM

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QUOTE(Fantasia @ Oct 7 2025, 08:53 AM)
These tech companies involved in AI macam cycling the money between themselves je laugh.gif
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1 is invest into the AI sector and another is get the order.

Don't get confuse. Who is a monopoly.
solstice818
post Oct 7 2025, 11:35 AM

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QUOTE(engineer @ Oct 7 2025, 09:14 AM)
Last night AMD, tonight maybe Tesla with the new model revealing...
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500 incoming brows.gif
sp3d2
post Oct 7 2025, 12:01 PM

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QUOTE(Fantasia @ Oct 7 2025, 08:53 AM)
These tech companies involved in AI macam cycling the money between themselves je laugh.gif
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then when one of them collapse, you know what will happened. tongue.gif
swiss228
post Oct 7 2025, 03:50 PM

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QUOTE(solstice818 @ Oct 7 2025, 11:35 AM)
500 incoming  brows.gif
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Sellers will come out in full force when that level is touched
Fantasia
post Oct 7 2025, 04:29 PM

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QUOTE(ozak @ Oct 7 2025, 09:57 AM)
1 is invest into the AI sector and another is get the order.

Don't get confuse. Who is a monopoly.
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QUOTE(sp3d2 @ Oct 7 2025, 12:01 PM)
then when one of them collapse, you know what will happened.  tongue.gif
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I think the night is still relatively young for AI party.

QUOTE(swiss228 @ Oct 7 2025, 03:50 PM)
Sellers will come out in full force when that level is touched
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Rumour has it that Elon may announce cheaper Model Y today. Earning call will be held on 22nd this month.
ChAOoz
post Oct 7 2025, 09:44 PM

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450 seemed like a good short for tsla.

Sell the news come on !
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