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

[biostud]

When is QQQ 600?

Random stocks have lost 40% in one day after earnings including Trade Desk, Under Armour, Snap Chat...mostly due to lower spending, tariffs and end of low dollar exemptions from tariffs. I wish I had known about the Trade Desk crash. A $1,000 put bet would have netted $20,000 in one day.


Speaking of tariffs, the end of Win 10 support, my Sandybridge 2011 CPU becoming irrelevant as of October..

I decided to buy an MSI Z890 board, 48GB 8200 ram, and a Ultra 7 265K cpu before prices go up (actually came with a combo discount.)

Now I just have to figure out water cooling and see if it will work in my ancient case. I hate cases these days with no drive bays. 🤬

Or just install Linux

 

[Indus]

I decided to buy an MSI Z890 board, 48GB 8200 ram, and a Ultra 7 265K cpu before prices go up (actually came with a combo discount.)

Now I just have to figure out water cooling and see if it will work in my ancient case. I hate cases these days with no drive bays. 🤬

I'm likely gonna get banned for this but are you stoopey??

From just about every reviewer.. do not buy the new Intel CPU's.. I mean if you really wanted Intel you could have gone with the classic 12600k or 13700 (non K) which aren't having meltdown issues. AMD has nice alternatives too but there was no reason to go with the absolute worst one in the 265K.

I hope you reassess things and stay the fuck away from water cooling.. if Intel won't fry the CPU.. the watercooling will when it fails!

 

[jpiniero]

which aren't having meltdown issues.

That's Raptor Lake. Arrow Lake is crap for games but eh for general usage.

 

[FelixDeCat]

I'm likely gonna get banned for this but are you stoopey??

From just about every reviewer.. do not buy the new Intel CPU's.. I mean if you really wanted Intel you could have gone with the classic 12600k or 13700 (non K) which aren't having meltdown issues. AMD has nice alternatives too but there was no reason to go with the absolute worst one in the 265K.

I hope you reassess things and stay the fuck away from water cooling.. if Intel won't fry the CPU.. the watercooling will when it fails!

Because I bought a CPU and motherboard at the same time, I got a $70 discount and a free air cooler.

Supposedly the Arrow Lake cpu runs cooler as it is more power efficient than Raptor Lake. Also Arrow Lake supposedly does not have the issues the other generation had.

Besides the tariffs and possibly having to wait another 18 months for the next generation to be released and all the bugs worked out of the motherboard bioses, what cinched the deal for 265 K was this:

The memory I purchased are two 24gb CUDIMMs.

So for now its air cooling and probably water eventually as Ive always wanted to try it.

Ive been an Intel loyalist since building my first computer back around 1992/3. I had a brief love affair with AMD in 1998 but AMD broke my heart around 2001 and I never went back.

 

[dasherHampton]

Man, look at Nebius go.

One of my little success stories.

 

[Indus]

Ive been an Intel loyalist since building my first computer back around 1992/3. I had a brief love affair with AMD in 1998 but AMD broke my heart around 2001 and I never went back.

Might be a good growth stock if it survives..

 

[Red Squirrel]

I sure hope Intel can recover, always good to have healthy competition.

 

[Indus]

Absolutely no idea how the market is going up more..

 

[dullard]

Absolutely no idea how the market is going up more..

Despite inflation increasing 3 months in a row, inflation is not yet increasing enough to prevent the fed from cutting interest rates in Sept. Stocks love interest rate cuts.

Since most of the tariffs were postponed until Aug 8th, most of those effects won't be seen until at least the September data which is released in the middle of October.

 

[FelixDeCat]

Anyone bullish on BLSH?

I got lucky and bought some IPO shares at 37, but only got allocated 2 shares because of over subscription.

 

[dasherHampton]

I like the ticker symbol. lol

I bought 100 shares of FLY to hold forever. I read an article about how the space sector is going to explode sooner than most people realize. And I like Firefly.

Really good day today. Not only did ROKU and CHWY pop but got help from other unexpected places. So everything looks good even with MU and NBIS selling off (to be fair - profit talking was inevitable on those two).

 

[Indus]

What happened to Newegg?

It start selling datacenters on the black market or something??

 

[dullard]

What happened to Newegg?

It start selling datacenters on the black market or something??

It looks to be the new Meme stock. The way people are all in on Newegg on Reddit saying to hold on to the Moon.

 

[Indus]

It looks to be the new Meme stock. The way people are all in on Newegg on Reddit saying to hold on to the Moon.

Care to link me where they talk about meme stocks? I'm curious

 

[dullard]

Care to link me where they talk about meme stocks? I'm curious

I don't use Reddit or follow the meme stocks myself. But a quick search shows lots of recent content about it.

https://www.reddit.com/r/NEGG/

For example:

https://www.reddit.com/r/NEGG/comments/1mpldx4/n_e_g_g_the_first_silent_squeeze_in_history_the

and

https://www.reddit.com/r/NEGG/comments/1mq4fst/neggs_dont_come_around_every_day_carpe_diem

 

[AdamK47]

Intel stock up 7% on news of government involvement.

Hope it works out. I live 20 minutes away from their Ohio One development.

 

[jpiniero]

I continue to see far too many Teslas... I've even seen the new model that rips off Lexus

 

[FelixDeCat]

It looks to be the new Meme stock. The way people are all in on Newegg on Reddit saying to hold on to the Moon.

Its obviously because of my 800.00 combo purchase. They've gained 1B in market cap.

You're welcome.

 

[FelixDeCat]

Intel stock up 7% on news of government involvement.

Hope it works out. I live 20 minutes away from their Ohio One development.

The dictatorship wants a piece of the action for the sovereign weath fund? I don't know how government ownership is held but in the past this would be shunned as socialism. Maybe they can aid in Intels recovery. 🙂

Hopefully that means they won't try to force the CEO in favor of Eric Trump. 😱

 

[AdamK47]

The dictatorship wants a piece of the action for the sovereign wealth fund? I don't know how government ownership is held but in the past this would be shunned as socialism.

Hopefully that means they won't try to force the CEO in favor of Eric Trump. 😱

I'm sure they can make Lip-Bu Tan malleable.

 

[dullard]

in the past this would be shunned as socialism.

That is the exact classic definition of socialism: government ownership of businesses. But in the last 15 years or so, the word is used instead to mean "something that I don't like".

Socialism was exactly what I thought when I heard the news yesterday.

 

[FelixDeCat]

I'm sure they can make Lip-Bu Tan malleable.

He seems capable, they should keep him. But Trump always wants something extra.

 

[FelixDeCat]

That is the exact classic definition of socialism: government ownership of businesses. But in the last 15 years or so, the word is used instead to mean "something that I don't like".

Socialism was exactly what I thought when I heard the news yesterday.

Socialize medicine. That's as far as I go. 😉

 

[Indus]

I continue to see far too many Teslas... I've even seen the new model that rips off Lexus

Plenty of uber cab drivers that're absolutely fine with Nazi's keep buying em.

They're fine with it as long as it's not Obama hurling abuse.

 

[dullard]

Socialize medicine. That's as far as I go. 😉

I prefer the option of: whatever is actually best for the topic in consideration. I do not believe that one-size-fits-all works in all situations. Socialism, to me, works for items that are necessary but (a) from which private companies cannot sufficiently profit, or (b) private companies would be far too much disruption.

National security, border, police, highways/roads, military, many utilities, etc. All of those would be impossible or impractical for total capitalism. It is really hard to have a good military run as for-profit. I guess that is just replicating the mafia. Did you pay your security fee this week or do we let Canada invade your neighborhood?

Just imagine the criss-crossing road network if 5 different companies had to each separately connect you to your job, stores, and entertainment. Plus the expense of tolls and time in line going through barriers on each road keeping you off of the other roads for companies you don't subscribe to. Or imagine the expense if you had to run 10 different sewer lines to your house to be able to have capitalism work in competing water treatment plants.

For almost everything else, capitalism usually works well. It has the one key thing that socialism struggles with: personal loss if you don't keep focused on the necessary tasks and work hard at them. On the flip side, once you have nothing, personal wealth loss is no longer an incentive since you have nothing to lose. So, capitalism struggles with the bottom of the wealth ladder.

Intel is an interesting case: economies of scale are making virtually all companies but one drop out of the cutting edge race. So, capitalism in fabs is reaching the state of a situation where private companies cannot sufficiently profit. Whether it is a true national need is something that I'd leave for the P&N topic on it.