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Discussion ***Official*** 2025 Stock Market Thread 💰

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Indus said:
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Basically, now if you have little to no credit history, you can still get through the first line of checks if you have a good history of rental payments.
In the past only those who had a credit score over 620 were eligible for Fannie Mae to calculate their risk assessment. Now, it lets all people go through that process. But it doesn't impact Fannie Mae's underlying risk assessment (meaning those with poor history will still be rejected). https://singlefamily.fanniemae.com/...op-underwriter-credit-risk-assessment-updates

It also blocks the monopoly of only having FICO scores as a key cutoff.
 
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dullard said:
Basically, now if you have little to no credit history, you can still get a mortgage if you have a good history of rental payments.

It also blocks the monopoly of only having FICO scores.
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Get out of here with those facts.

It's far more entertaining to see how Indus internalizes this and creates a narrative that fits his own viewpoints based on headlines alone.
 
AdamK47 said:
Get out of here with those facts.

It's far more entertaining to see how Indus internalizes this and creates a narrative that fits his own viewpoints based on headlines alone.
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You do have a point. The concept that "Snap benefits are propping up Intel because Intel is an AI company" is quite a fantasy. Intel barely registers as an AI company--despite all of their efforts. And Intel has nothing to do with SNAP.
 
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dullard said:
You do have a point. The concept that "Snap benefits are propping up Intel because Intel is an AI company" is quite a fantasy. Intel barely registers as an AI company--despite all of their efforts. And Intel has nothing to do with SNAP.
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LOL

You can put technicalities around it but at it's very core they're parts of the same government and it's handling of funds.

Least common denominator is a thing.
 
dafuq did I just walk into?

One part of me wants to walk away and one parts wants to eat some popcorn while someone tries to conect the dots between SNAP and Intel
 
dullard said:
That puts you into the category of people that would believe that one of these causes the other:
View attachment 133794
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Fine.. but I'm not backing down.

People are starving because the fascist government is withholding funds:

Meanwhile the fascist government: https://finance.yahoo.com/news/trump-administration-now-holds-stakes-023008085.html


You know people denied Iran Contra wasn't a thing back then too..
 
Facts are Burry is not a nobody. He's not a shock jock.

He has a proven track record.

And I'll give you another example fresh from yesterday of when someone sells you on an illusion.

Well the illusion doesn't work for long because physics:

 
Train said:
Chinese Bridge collapses.... Far flung SNAP to Intel connection confirmed!!

Wake up sheeple.
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No no no...

Donald Trump is personally using SNAP benefit money to place option calls on Intel while Michael Burry shorts them. Trump uses ICE raids as a distraction to prevent news of the Burry shorts from spreading through the new media. Burry in return orchestrates the Chinese bridge collapse as a metaphor for the looming AI bubble burst. In return for pardoning Giuliani, Trump asks him to setup a news conference outside of Four Seasons Landscaping to denounce the terrible deeds done by Burry and connect him as the primary financier to Epstein.

Don't you see? DON'T YOU SEE??!!1!!one!!
 
AdamK47 said:
No no no...

Donald Trump is personally using SNAP benefit money to place option calls on Intel while Michael Burry shorts them. Trump uses ICE raids as a distraction to prevent news of the Burry shorts from spreading through the new media. Burry in return orchestrates the Chinese bridge collapse as a metaphor for the looming AI bubble burst. In return for pardoning Giuliani, Trump asks him to setup a news conference outside of Four Seasons Landscaping to denounce the terrible deeds done by Burry and connect him as the primary financier to Epstein.

Don't you see? DON'T YOU SEE??!!1!!one!!
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To be fair Adam, you are lurking just waiting for an opportunity to jump Indus...

Can we all just stfu already?
 
AdamK47 said:
No no no...

Donald Trump is personally using SNAP benefit money to place option calls on Intel while Michael Burry shorts them. Trump uses ICE raids as a distraction to prevent news of the Burry shorts from spreading through the new media. Burry in return orchestrates the Chinese bridge collapse as a metaphor for the looming AI bubble burst. In return for pardoning Giuliani, Trump asks him to setup a news conference outside of Four Seasons Landscaping to denounce the terrible deeds done by Burry and connect him as the primary financier to Epstein.

Don't you see? DON'T YOU SEE??!!1!!one!!
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Nah, Trump's a real estate guy, not a stock guy. Otherwise, I think you nailed it. I would absolutely love to have Trump explain what an option call is. 😛
 
cytg111 said:
To be fair Adam, you are lurking just waiting for an opportunity to jump Indus...

Can we all just stfu already?
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I wouldn't say lurking for an opportunity to jump... It's more to do with the ample amounts of triggering that I find hard to resist.
I'll try to resist harder. I'll endeavor to be resistier.
 
IronWing said:
I would absolutely love to have Trump explain what an option call is. 😛
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Remember the opening intro to Flash Gordon with the Ming options of destruction.

Increase taxes via tariffs/ Starve/ Withhold Funding/ Increase costs

Those are Trump's option calls.. and you can probably think of a few more.
 
AdamK47 said:
No no no...

Donald Trump is personally using SNAP benefit money to place option calls on Intel while Michael Burry shorts them. Trump uses ICE raids as a distraction to prevent news of the Burry shorts from spreading through the new media. Burry in return orchestrates the Chinese bridge collapse as a metaphor for the looming AI bubble burst. In return for pardoning Giuliani, Trump asks him to setup a news conference outside of Four Seasons Landscaping to denounce the terrible deeds done by Burry and connect him as the primary financier to Epstein.

Don't you see? DON'T YOU SEE??!!1!!one!!
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You're so close man...
 

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Indus said:
His thesis is sound.

When people had a GTX 1080.. it lasted 8 years.. Nvidia didn't like it and they started putting trash coolers on their GPU's.. they die a lot faster now. This isn't made up rumor.. its actual fact. Do you see the hyper scalers taking datacenters off line and cleaning, repasting their gpu's to extend the lifespan?? The truth is they're using a Government welfare fund to run their AI companies and committing fraud by cooking the books.

www.cnbc.com

SoftBank just sold out of Nvidia. Should you?

Confidence in Nvidia stock is in doubt after SoftBank's decision to relinquish its stake in the chipmaker.
www.cnbc.com www.cnbc.com

Its not panicing if you're the first one to panic!
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I starting buying Nvidia cards around 2001 and only use their GPUs. Back in the early days, most all my fans wore out eventually and yes you did had to clean them when you cleaned out your entire system otherwise they die even sooner. The biggest problem is they would run all the time at an even speed even if the GPU did not really need cooling. Throw in cheap fan bearings from the manufacturer (like Zotac, Gigabyte, etc) and it would die just after the warranty expired. Around 2005 or so along game the giant heatsinks with heatpipes, multiple fans and better quality bearings. But all along the GPU itself was sound.

Now cards run without the fan spinning unless it is under heavy load and overheats. I think I read they use central cooling for racks, but dont quote me on that as I dont know shit about those things. 😉 Maybe @Red Squirrel might now.

..and now back to your point...

I know nothing about how data centers work but when my brother was working 12 hour shifts in some before he lost his sight, they would take racks offline for maintenance and upgrades not the entire center. Where Bury's argument comes into play is that because of the rapid progression of technology, the should be depreciated for a shorter lifespan than normal and he mentioned that some were pushing it out to 6 years thus delaying depreciation to "juice" profits.

And yes, it pisses me off when companies like OpenAI would even propose asking the government to guarantee their loans to get favorable borrowing rates.
 
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AdamK47 said:
Michael Burry is incentivized to plant bearish seeds.

Those with weak minds are fertile soil for those seeds.
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I was always told shorts are supposed to be the 'gate keepers' on blind investing. They are suppose to expose the truth and are driven by profit to do so. Over the long run however, longs win.
 
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cytg111 said:
Well it works... some company with a major short position in rocket lab put forth a negative report, and stating that they were short up front, still took 10% off the top... two times.
Fucking whales and their market manipulation. Shorts should be illegal
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Yes, it does suck to be super long and have the rug pulled out by fucking shorts and pos market makers. Been there, done that more times than I can count, mabye at least 100 or more times. Got dan I hate when shorts do that.

But there are times when they have a point and they create juicy buying opportunities. 🙂
 
The problem is if OpenAI invest a trillion in datacenters, then they have to have an income of more over time. Who are the customers? And GPUs for AI are probably outdated faster than regular data centers, so if they have to be replaced in three years, then they need to earn a trillon+ within three years. Does that sound realistic?

They are not even close to break even. So sure if US government is willing to fund the project, they can continue. But is that what tax money should be used on?
 
What’s the deal with airplane peanuts?

The problem with OpenAI is that while they may have pioneered the technology there is so many copies of it now, even open source that you could run at home on current iteration hardware, in 5 years time everyone can run a GPT-5/6 on their personal hardware.

So no. OpenAI kan keep their IPO.

The only bet I see for OpenAI is a government contract to win the AGI race over everyone else.

BUT. A one Trillion IPO bet... That must mean that everything I think I understand to be true on the subject must be wrong. So. Weeeeeeeee.

Not touching it for the same reason I am not touching TSLA, I simply dont understand whats going on.
 
cytg111 said:
What’s the deal with airplane peanuts?

The problem with OpenAI is that while they may have pioneered the technology there is so many copies of it now, even open source that you could run at home on current iteration hardware, in 5 years time everyone can run a GPT-5/6 on their personal hardware.

So no. OpenAI kan keep their IPO.

The only bet I see for OpenAI is a government contract to win the AGI race over everyone else.

BUT. A one Trillion IPO bet... That must mean that everything I think I understand to be true on the subject must be wrong. So. Weeeeeeeee.

Not touching it for the same reason I am not touching TSLA, I simply dont understand whats going on.
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I took a chance on RKLB with a 0.5% position.

Hopefully didn't catch a falling knife but I have a long term outlook on it.


And yeah I agree with your and @biostud thesis which is why I didn't buy NBIS.

Still waiting on a correction to get into VOO ETF's but if some stocks which I like fall 30% or more.. I'm picking up small bits of them.

I think @Brainonska511 mentioned something about SHLD or ONDS defense/ drone etfs??

And Firefly seems to be dropping like a rock but I'm afraid to touch it.
 
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