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Discussion

2024-06-20 07:47
aidenh7910 : Good morning

2024-06-20 07:47
aidenh7910 : 20k reached.

2024-06-20 11:33
aidenh7910 : $NVDA | BofA Maintains Nvidia with Buy; PT $150 Despite NVIDIA's 50% climb in CQ2, BofA still sees solid fundamentals and valuation cushion against volatility. — GenAI Hardware deployments still in the early stages of a 3-5 year deployment cycle with a $300bn+ opportunity, tripling current year projections. — Next-gen Blackwell AI accelerator systems expected to launch later this year with strong demand and visibility across cloud customers. — On-premise enterprise AI demand and software monetization just starting. — Compelling valuation at 35-40x consensus earnings and ~30x PE on a $5/sh earnings scenario, it's seen as compelling. The company is expected to achieve over a 50% EPS CAGR from CY23-26. BofA: NVIDIA's LLM, crucial for generative AI, double in size every six months, suggesting ongoing demand for AI training. NVIDIA plans to build multiple 100K GPU clusters, significantly larger than current clusters, further enhancing its leadership in AI inferencing. NVIDIA's customers, like Coreweave, support the view of a 4-5x return on every $1 of capex invested in GenAI deployment over four years.

2024-06-20 11:34
aidenh7910 : dot com bubble lasted almost 3ys. We are so early

2024-06-20 12:19
Mnclement : Anyone here using robo advisors? What are your experiences and returns?

2024-06-20 12:24
Crossdio : I know some using it but it was while ago (when I was in the bank so around 2020) and it was pretty bad

2024-06-20 12:24
Crossdio : I guess it has improved but I am curious to see to what extent

2024-06-20 12:27
Mnclement : I am testing one from Revolut with some 3 digit amount, for two weeks now. Return +3% so far based on aggressive growth profile. Let’s see what happens when the markets go south

2024-06-20 12:27
Crossdio : Yes that's always when the musique stops that you know who danced naked x)

2024-06-20 12:30
Mnclement : AI can do anything nowadays 🙂

2024-06-20 12:31
Crossdio : Ahaha

2024-06-20 12:31
Crossdio : I know people who used to try to predict the euro 2024, terrible results x)

2024-06-20 12:31
Crossdio : Very average compare to others

2024-06-20 12:34
Mnclement : The robot is investing many in ETF ishares and xtrackers just fyi

2024-06-20 12:36
Mnclement : Dow, msci IT, euro stoxx and Japan 😂

2024-06-20 12:37
ricci82. : How does they work? How to set up?

2024-06-20 12:52
jackob32 : If professional investors and quants and portfolios are not even able to beat inflation over 10 years I doubt robo advisors will...

2024-06-20 12:56
jackob32 : Ray dalio 10 year performance did not beat inflation https://stockcircle.com/portfolio/ray-dalio/performance

2024-06-20 14:16
Crossdio : Terrible, elevator up, stairs down x)

2024-06-20 14:20
aidenh7910 : local top seems fair. liquidated 20k SL's, now back to 19?

2024-06-20 14:21
aidenh7910 : BoE hinting at august cuts

2024-06-20 14:21
aidenh7910 : general consensus for it

2024-06-20 14:23
aidenh7910 : https://www.tradingview.com/news/reuters.com,2024:newsml_L1N3IG0PQ:0-us-small-caps-set-to-outperform-near-term-says-ubs/

2024-06-20 14:23
aidenh7910 : banks and HF's going long IWM

2024-06-20 15:24
aidenh7910 : Alpha and Omega Semiconductor Ltd (AOSL) is poised to become a new GB200 supplier and one of the leading beneficiaries of Nvidia’s certification process change / AOSL可望成為GB200新供應商,為Nvidia改變認證流程下的領先受益者之一

2024-06-20 15:24
aidenh7910 : 1B MKT cap

2024-06-20 15:24
aidenh7910 : and supplying nvda...

2024-06-20 15:24
aidenh7910 : this will end 10b mkt cap end of year

2024-06-20 15:24
aidenh7910 : just cuz why not

2024-06-20 15:27
Crossdio : Aha that could happen for sure

2024-06-20 17:30
Mnclement : 20k in pre-market to sink right after 😂 😂 😂

2024-06-20 19:35
jackob32 : <@95936822089109504> what is yours gain today? must be like 100% in one day

2024-06-20 20:06
Crossdio : 18%

2024-06-20 20:06
Crossdio : but that's just recovering

2024-06-20 20:32
Mnclement : 16% 🙂

2024-06-20 20:51
jackob32 : I added the magnificant 10 as weight into my algo depending on the weighting in the index, so it should be more percise depending on the weighting in the future

2024-06-21 11:21
aidenh7910 : Good morning

2024-06-21 11:23
aidenh7910 : 5.1t in notional exposure expirstions on Friday

2024-06-21 11:23
aidenh7910 : The value of aapl expiring in morning and 2 of amazon in the afternoon

2024-06-21 11:24
aidenh7910 :

2024-06-21 11:24
Mnclement : Should be a good day for day trading

2024-06-21 11:25
aidenh7910 : And if anyone calls it a quad witching im ripping out your throat

2024-06-21 11:25
Mnclement : How can you do that remotely? 😝

2024-06-21 11:26
aidenh7910 : Ill be busy but im sure it will be fun to watch

2024-06-21 11:26
aidenh7910 : Im a very talented individual

2024-06-21 11:27
Mnclement : And AI empowered on-top… try to do via API call 😂

2024-06-21 11:34
aidenh7910 : One day all the cia will need is our ip addresss and cmd ping

2024-06-21 11:34
aidenh7910 : Instant death

2024-06-21 11:34
aidenh7910 : Ping of death was so fun

2024-06-23 19:02
domenchina : Never forget🤌

2024-06-23 19:23
aidenh7910 : Translate? Lol

2024-06-23 19:23
aidenh7910 : Or im too drunk on orange juice to understand

2024-06-23 19:24
aidenh7910 : Spoons closing doors today. Its a sad day in the history of aidens life

2024-06-23 19:26
aidenh7910 : Im an emotional wreck. Idk what i will do.

2024-06-23 19:29
aidenh7910 : 🧚‍♂️🧚‍♀️🧚

2024-06-23 22:04
Mnclement : -450k eToro just displayed

2024-06-23 22:04
Crossdio : What ?

2024-06-23 22:04
Crossdio : there is a visual bug ?

2024-06-23 22:05
Mnclement : Another one heart attack

2024-06-23 22:05
Crossdio : Aha I can imagine

2024-06-23 23:19
domenchina : Slay

2024-06-23 23:19
domenchina : The fuck happened to that bread?

2024-06-24 10:13
aidenh7910 : Its charred charcoal sourdough toast

2024-06-24 10:13
aidenh7910 : It's actually very nice and soft

2024-06-24 10:13
aidenh7910 : And apparently healthy

2024-06-24 10:39
domenchina : hahahh looked like burned toast to me

2024-06-24 10:39
domenchina : We are the bidders of last resort

2024-06-24 10:40
domenchina :

2024-06-24 10:40
domenchina : Wish me luck boys

2024-06-24 12:23
domenchina : Very interesting dynamics in the crypto market right now

2024-06-24 12:23
Mnclement : Should retrace a bit

2024-06-24 12:24
domenchina : Altcoins are wayy outperforming BTC and ETH after this crash

2024-06-24 12:24
domenchina : Which is the opposite of everything that's been happening for the last 2 months

2024-06-24 12:25
domenchina : Bitcoin on the hourly looks the weakest of any coin I've seen today

2024-06-24 12:26
Mnclement : Could rebound to 70k+ after this

2024-06-24 12:26
domenchina : Really hoping fo it

2024-06-24 12:27
Mnclement : Maybe I should reopen my copy then lol

2024-06-24 12:27
domenchina : lmao on your own risk

2024-06-24 12:28
domenchina : I'm not doing anything on etoro anyways, mostly off to binance futures now

2024-06-24 12:28
domenchina : I've transferred quite a bit of crypto off of etoro

2024-06-24 12:29
Mnclement : Not smart to trade crypto on Etoro anyway

2024-06-24 12:30
domenchina : not really yeah

2024-06-24 13:52
Mnclement : Spike 😂

2024-06-24 16:07
aidenh7910 :

2024-06-24 16:07
aidenh7910 : good evening. short btc.

2024-06-24 16:07
aidenh7910 : long macdonalds

2024-06-24 17:04
Mnclement : Not a prediction anymore, now it’s a reaction 😝

2024-06-24 17:05
Mnclement : … probably ready for a rebound anytime

2024-06-24 17:28
aidenh7910 : makes no sense to predict things

2024-06-24 17:28
aidenh7910 : be a reactor not a predictor

2024-06-24 17:29
aidenh7910 : that said, i still believe this is reasonable

2024-06-24 17:29
Mnclement : Reactors typically explode 💥

2024-06-24 17:30
aidenh7910 : only if made in Chernobyl

2024-06-24 17:31
aidenh7910 :

2024-06-24 17:32
Mnclement : I longed Europe in the morning and shorted in the afternoon. Lucky me ☺️

2024-06-24 18:57
aidenh7910 : small cap outperformance

2024-06-24 18:57
aidenh7910 : rate cut odds up

2024-06-24 18:57
aidenh7910 : rotation!

2024-06-24 19:03
aidenh7910 : also, natgas 5% today + refunds paid on longs

2024-06-24 20:01
Mnclement : Wow 🤩