@PierrePoilievre its almost like labor costs more today than it did back in 2008. think for 10seconds.
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Dom
83 posts
12 years ago. The same $100 oil price. But gas was 45¢ cheaper.
Why?
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@BoomerDivvies they still don't matter on their own, cause total return which includes dividends is what actually matters, most high yield stocks/etf's give a good yield cause they don't believe they can re-invest at a high rate.
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“Dividends don’t matter” is a dumb take. They play a huge role.
If my parents had put $1,000 in the S&P when I was born it would now be worth:
$117,210 (dividends not reinvested)
$943,000 dividends reinvested.
That’s an $825k difference.
Yeah dividends matter dummies.
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SpaceX targets a $7.5 trillion valuation?!
SpaceX generates $15 billion in revenue
$AMZN + $NVDA = $7.5 trillion market cap
$AMZN + $NVDA make $930 billion in revenue
How does this make any sense?
Kalshi@Kalshi
JUST IN: SpaceX aims at $7.5 trillion valuation, a million-person Mars colony and space data centers
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The US deficit is now $39 trillion dollars.
But the US population is also huge, 349,000,000 people.
So if they all paid $112 then the deficit would be paid off.
Why aren't they doing this??
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@amitisinvesting i dont think buying semi's right now is the move, wait for it to cool off a bit
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I feel like the people really worried about “buying the dip” today are people that are sitting in majority cash.
I don’t think $AMD is the most amazing dip ever down from $350 to $320 after it went up from $195. Maybe Lisa Su crushes and it gets back up there, but it requires a catalyst now vs the general market momentum that brought all of the semiconductor names up.
I also don’t think $NVDA from $217 to $210 is some huge dip opportunity when it’s up from $165.
But, if you don’t think you will get another opportunity to buy $AMD lower, I can understand rushing to buy in. It’s just the risk could be more skewed vs the reward because again, the name has had a massive run.
$AMKR just demolished earnings but it’s down because it was up 80% YTD into the print.
$MRVL is down 9% but is up 74% YTD.
Same story with $ARM, $CLS, $AVGO, and so many more names.
Maybe you have to nibble if you are only in cash but it seems like one of those days to just chill and not be super greedy given every overbought name is just doing what an overbought name does…which is pullback.
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Magnificent 7 Expected 5-Year FCF Growth:
Apple $AAPL: +90%
Microsoft $MSFT: +145%
Google $GOOGL: +164%
Meta $META: +185%
Tesla $TSLA: +254%
Nvidia $NVDA: +327%
Amazon $AMZN: +1162%
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Scam Altman and Greg Stockman stole a charity. Full stop.
Greg got tens of billions of stock for himself and Scam got dozens of OpenAI side deals with a piece of the action for himself, Y Combinator style. After this lawsuit, Scam will also be awarded tens of billions in stock directly.
The fundamental question is simply this:
Do you want to set legal precedent in the United States that it is ok to loot a charity? If so, you undermine all charitable giving in the United States forever.
I could have started OpenAI as a for-profit corporation. Instead, I started it, funded it, recruited critical talent and taught them everything I know about how to make a startup successful FOR THE PUBLIC GOOD.
Then they stole the charity.
X Freeze@XFreeze
Interesting how it works Elon puts up his own money, rounds up the absolute best AI talent on the planet, leverages every connection he has to secure serious resources, and launches OpenAI in 2015 as a pure non-profit explicitly created to develop AI for the benefit of humanity, with zero profit motive and open research Then the “team” decides they want the bag They push Elon out, take control, and quietly flip the entire thing into a for-profit machine All while preaching the same sanctimonious lines on repeat: “We’re still mission-driven!” “AI for the good of humanity!” “We’d never abandon our principles!” The ultimate betrayal: Elon got zero equity. Not a single share. He funded it. He built the foundation. He got nothing while they turned his non-profit into their personal cash cow This is the level of betrayal and hypocrisy we’re dealing with And for the record.... this lawsuit doesn’t put a single penny in Elon’s pocket. Any win goes straight back to the non-profit to restore the exact mission he founded
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@cartwheel73 @Displayonlydeck if you cant see a problem with this statement, you sir have the tism :)
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@Displayonlydeck Ive killed zulrah 15000 times bro you’re just mentally weak
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Not hottest but relevant. Leagues stinks of poop but also perfectly appeals to the osrs fan base. They hate playing the game. Dont need to skill, bosses die before mechanics, drops within 1 hr of killing the boss, number big. Osrs players wet dream
TheoryWise@TheoryWiseOS
What is your OSRS hottest take? Mine is: I dislike Megarares as a concept. They limit the power-ceiling in a constricting way, to the point where content is wholistically designed around the power gap they create.
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@joecarlsonshow maybe loading up on AMZN instead of MSFT was the move. Hopefully MSFT does something on these earnings.
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New all-time high for Amazon. The early days of Jassy proving the haters wrong have started.
AWS acceleration, massive chip business, millions of robots in factories, satellite internet, addictive online shopping, huge advertising business, and a Netflix-sized streaming service.
I've never studied a company with more optionality than Amazon. It's unparalleled.
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@TheoryWiseOS make tank gear good, i hate that max dps = take less dmg , best of both worlds.
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What is your OSRS hottest take?
Mine is: I dislike Megarares as a concept. They limit the power-ceiling in a constricting way, to the point where content is wholistically designed around the power gap they create.
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@joecarlsonshow President Trump can be polarizing , its easy to ignore the noise when it doesn't affect your day to day life, some people are struggling with increased gas prices, cost of living ect. It just depends on your situation. Its good to reflect on the situations of others at times. 🤔
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Lots of angry comments in my last video for not being critical of Trump.
Also, I remember after Biden won, I got lots of criticism for saying things would be okay.
I’m USA all the way. Always have been, always will be. Buffett said never bet against America, and didn’t give exceptions.
If you’re busy trying to plug in reasons America will fail you’re going to have a bad time.
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@CarsonTalkMoney @joecarlsonshow longterm you are correct, but policies can for sure have short term impacts.
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@joecarlsonshow I think the president has very little impact on the stock market, I plan to buy whether Trumps in charge or a 40 year politician from West Virginia
It has no impact on me
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Michael Burry disclosed a new long position in $MSFT.
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@lobotomy_user aint no way u owe this much and ur poor.
How about u just pay the taxman and move on
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