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Discussion ***Official*** 2025 Stock Market Thread đź’°

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Most of the big players in AI, like MS, Google, Meta, are profitable without AI so I don't see catastrophic drops there. They may be forced to drastically reduce the R&D budget for AI, but none of thier core businesses will be affected.
 
Train said:
Most of the big players in AI, like MS, Google, Meta, are profitable without AI so I don't see catastrophic drops there. They may be forced to drastically reduce the R&D budget for AI, but none of thier core businesses will be affected.
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Correct, but most if not all of the stock price increase recently is because of AI Hype (and Tech Stock Hype in general)
 
jpiniero said:
Correct, but most if not all of the stock price increase recently is because of AI Hype (and Tech Stock Hype in general)
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I may be wrong on this..

Google's AI is already vastly undervalued.
Amazon is undervalued due to Jassy.

The AI from megacaps that's really hyped up is Meta/ Microsoft Copilot/ Open Ai etc..

But when people panic and sell index funds.. both Google and Amazon will get hit hard regardless of fundamentals.. but I'm hoping they recover faster as they'll still have earnings unlike others.

That was my thesis but I'm nowhere as experienced as you guys as you're making tons more games than me and making me look like an idiot with NBIS and other stuff.
 
We'll see how this all plays out once traders are back from their lunch time round of nine.

Putting in some buy orders. Didn't think I'd be doing that today... or half an hour ago.
 
Jesus.

Was having a great day and it all collapsed in a few minutes.

My US rare earths investments are the only things keeping me slightly green.

MP
USAR
UUUU
UAMY

Along with ESTC. A lot of good news about ESTC.
 
IronWing said:
October cometh.
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My guess is that we'll get few of these before they actually stick. But the business cycle just refuses to die.

But it looks like the Fed in on top of things . . . so far at least.

That has always been the Holy Grail - to smooth out, if not eliminate, the cycle. It's probably not possible to do that completely, but if we can at least cut its nuts off, that's still plenty.
 
AdamK47 said:
I'm doing my part... at a trickle so far.
Been looking for a pullback like today.
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Selling may continue next week but earnings start rolling in pretty soon. That will likely start the buying and new highs again assuming no new speed bumps and the gov reopening soon.
 
Literally yesterday watching a video about how the Mag 7 is vastly over priced with stupid high PE, to much weight in the S&P 500.

Guess people are catching on? Time to bail?
 
FelixDeCat said:
Selling may continue next week but earnings start rolling in pretty soon. That will likely start the buying and new highs again assuming no new speed bumps and the gov reopening soon.
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Most drops like this have a dead-cat bounce. It'll go up for about 2 to 6 weeks as people like AdamK47 jump in to find bargins. But, if the tariff threat sticks, history shows that we'll be testing new lows again in November. For that reason (and other reasons), I tend to just sit still on big days up or down. I just don't like catching falling knives.

As I post this, the S&P is currently on track to have the 12th largest daily drop ever. Percentage drops are more meaningful. But, this is still a big down day.
 
S&P's 8th largest daily drop
Nasdaq's 4th largest daily drop

Again, percentages matter more. But these are not the type of days we want in the record books. Especially when they are totally preventable, self-inflicted wounds.
 
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