AMERICA FUCK YEAH EDITION

>EDUCATIONAL SITES:
HTTPS://WWW.HERITAGE.ORG/AMERICAN-FOUNDERS/PRIMARY-DOCUMENTS/DECLARATION-INDEPENDENCE
HTTPS://CONSTITUTIONCENTER.ORG/THE-CONSTITUTION/FULL-TEXT
HTTPS://OPERATIONS.NFL.COM/THE-RULES/NFL-RULEBOOK/

>FINANCIAL TV STREAMS:
HTTPS://WATCHNEWSLIVE.TV/WATCH-CNBC-LIVE-STREAM-FREE-24-7/
HTTP://WWW.LIVENEWSON.COM/AMERICAN/BLOOMBERG-TELEVISION-BUSINESS.HTML
HTTPS://WATCHNEWSLIVE.TV/WATCH-FOX-BUSINESS-NETWORK-FBN-FREE-24-7/

>CHARTS:
HTTPS://WWW.TRADINGVIEW.COM
HTTPS://WWW.FINSCREENER.COM
HTTPS://WWW.KOYFIN.COM/
HTTPS://WWW.PORTFOLIOVISUALIZER.COM

>SCREENERS:
HTTPS://WWW.MCDONALDS.COM/US/EN-US/FULL-MENU.HTML
HTTPS://FINVIZ.COM/
HTTPS://WWW.TRADINGVIEW.COM/SCREENER
HTTPS://ETFDB.COM/

>OPTIONS
HTTPS://WWW.OPTIONSPLAYBOOK.COM/OPTIONS-INTRODUCTION/
HTTPS://WWW.OPTIONSPROFITCALCULATOR.COM
HTTPS://OPTIONSTRAT.COM/
HTTPS://WWW.OPTIONISTICS.COM/QUOTES/OPTION-PRICES

>PRE-MARKET AND LIVE DATA:
HTTPS://WWW.INVESTING.COM/INDICES/INDICES-FUTURES
HTTPS://FINANCE.YAHOO.COM/

>CALENDARS
HTTPS://WWW.MARKETWATCH.COM/ECONOMY-POLITICS/CALENDAR
HTTPS://WWW.EARNINGSWHISPERS.COM/CALENDAR
HTTPS://WWW.CMEGROUP.COM/TRADING/INTEREST-RATES/COUNTDOWN-TO-FOMC.HTML

>BOOMER INVESTING 101:
HTTPS://WWW.BOGLEHEADS.ORG/WIKI/GETTING_STARTED

>MISC:
HTTPS://TRADINGECONOMICS.COM/
HTTPS://FINANCE.YAHOO.COM/TRENDING-TICKERS
HTTPS://MARKET24HCLOCK.COM/
HTTPS://WALLMINE.COM/
HTTPS://FINTEL.IO/
HTTPS://WWW.DIVIDENDCHANNEL.COM/DRIP-RETURNS-CALCULATOR
HTTPS://BROKERCHOOSER.COM/
HTTPS://WWW.CHATHAMFINANCIAL.COM/TECHNOLOGY/US-MARKET-RATES

PREVIOUS: >>60578135

AND THE HOOOOOOOOOOOOOOOOOOOOOOOOOMEEEEE OF THEEEEEEEEEEEEEE BRAAAAAAAAAAAAAAAAAAAAAAAAAAAVEEEE

Happy Independence Day Israel!

God bless Scotland and nowhere else

>>60581050
>NewsPANIC
kek
Enjoy the fireworks suckers

>VIX is spiking!!!!!

>>60581034 (OP)
FOUR MORE WEEKS

Markets closed today. Turn off the computer and do 500 navy seals. You are getting lazy. No one gets gains for free. You'll get your hands dirty if you want more gains mumu.

whats the point of these threads when its just bots and no one replies to anyone

>>60581075
I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT I AM NOT a BOT

fuck america. open the market

>>60581071
You need big muscles to hold all your gains

Which semiconductor would you choose $ACMR, $AMKR, $ON, $TER ?

>>60581066
USA USA USA USA USA USA USA USA USA USA USA USA USA USA USA USA USA USA

I called my bank's brokerage to buy something (traded in Germany - Xetra) and they said "sorry no international transactions today" because America is closed.

I don't live in America, their entire floor just takes the day off when it's a US holiday. Fuck me.

>>60581132
It's called "freedom" bud.

why are us futures down

A guy that was in the company Israel is using to deliver food to Gaza just spilled the beans on how the mercs in charge are shooting starving people for no reason. He says they shot people in the back and laughed about it.
Why are these demons acountable to no one? Why is the world like this?

>>60581140
Europoors are attacking America by shorting futures.

>>60581140
seething, impotent yuropoors

>>60581034 (OP)
SHART OF THE DEAL

>>60581155
>sending letters easier than obtaining trade deals
No fucking shit hahahaahahahaha

>>60581143
Jews won WWII. The rest of the world lost, and the rest is history.

>>60581155
kek the futures market still isn't taking him seriously.

>>60581064
Its funny, I'm long VIX as a trade, not a hedge, and I'm comfy as fuck

>>60581155
bullish. watch the new aths come on monday

>>60581155
God bless America

>>60581161
funny that dax of all thins is trying to recover on this :D

I want to DCA in 6 monthly installments by the end of the year.

Do I just divide my cash by 6 and buy an equal amount every month?
Or divide my cash by let's say 10, and buy an extra month's worth for every 10% drawdown in the market?

But if there's no drawdown by the end of the year, I'll have to lumpsum the remaining 4 installments in December.
It must all be back in by the end of the year for tax reasons.

I like #2 more psychologically but does it make sense?

>>60581174
Just put it all in now bro

the more i read shit the more it feels like the whole global economy is actually based on houses. some boomer a couple decades ago bought cheap houses and suddenly now he can sell them for millions. everything else is really just peanuts compared to the housing market

>>60581034 (OP)
WHAT'S A FUCKING "KILOMETER"? HIPPY TRASH FUCKING BULLSHIT

>>60581174
The second one is superior because it isn't as lazy brained however December tends to be market highs historically so if we just pump the rest of the year you're screwed.

I would suggest basically the opposite, bigger sums earlier, maybe 22%-20%-18%-16%-14%-10%

>but what if it dips
It won't, but regardless that's why you are doing this stupid dca nonsense. it's empirically proven that lump sum is just better when available, iirc 78% its better and that figure is even higher in the months after a pullback + recovery

>just time the market, bro

stocks are closed so i bet 2 grand on joey chestnut this little fucker better deliver some switch 2 games need to be pre-ordered

>>60581207
I know lumpsum is better most of the time but I'm not psychologically ready to do it.

>Tariffs are on
>Tariffs are off
>Tariffs are on
>Tariffs are off
>Tariffs are on and I mean it this time guys
Why is he like this? He has no deals. He literally threw away his cards. He isn't even be serious about making deals. What is his end game here?

>>60581174
Plan 1 is fine but I'd personally leave some cash on the side as dry powder. Stop trying to time the market. Assuming and trying to predict a drawdown isnt a winning strategy

>>60581213
Him and his family are obviously swing trading this clown market

>>60581213
>he has no deals
The time for negotiating is over.

>>60581217
I would tend to agree with that. Looks like they are aiming for a weekend dump.
Here's the latest downward pressure from the administration. Obviously put out with markets closed so traders can't react.

>>60581215
Leaving cash as dry powder is also timing the market retard. Anything but 100% vested all the time is timing the market

>>60581243
how are the futures not falling? just watch them make this bullish somehow

>>60581155
A flash crash would be lovely right about now.

>>60581273
this is extremely bullish though. as the letters are delivered we achieve certainty and can resume the mad rally

>>60581278
>it rallies
bullish
>it flash crashes and rallies
bullish

What stocks are good during bear market?

>>60581281
Unfortunately the classic defensive stock is going through a Polnareff subplot

>>60581034 (OP)
>GOT TO TAKE A WHOLE DAY OFF FROM DOING NOTHING EXCEPT WATCHING MY PORTFOLIO AND MONEY GROW

Why is the stock market so retarded and outdated in its operation? Just stay open 24/7 like crypto.

>>60581281
Guns, coffee, strippers, tobacco, alcohol and weed. The true monies.

>>60581281
israeli banks and the private prison industry

>>60581253
I understand your technicality but no fund managers think of it that way

>>60581281
there will be no bear market. he has tried his hardest to make it happen for almost a year now and every single time it bounces back harder

>>60581293
Probably because invalidates their job which is fundamentally market timing

>>60581281
Tobacco, healthcare, utilities

There is a collosal amount of money to be made if you can time when reality will finally hit this clown market. What makes it especially difficult though, is that there's an entire generation of people who think line can literally never go down, so any dip is just free money. I don't think we'll get a proper crash until these retards start losing their jobs and stop autobuying.

>bought RHM at 1699 and sold at 1760 again
In Germany every week they’re selling 400 bucks for the price of commission

>>60581327
there's no clowning partner. the economy is doing fine, the job reports was a literal nothing burger (and if it was rate cuts would have happened)

>>60581327
It's true that the only way to get a sustained downturn is a liquidity crunch, but for that to happen you need a more widespread financial crisis.
Otherwise it's just going to be a rapid V-shaped recovery like 2020 or 2025.

I think people overestimate the importance of retail here, most of liquidity comes from big players.

I don't know where this widespread financial crisis might come from, only thing I can think of is Private Equity / Private Credit. It's illiquid, valuations are made up and the loans are packaged and sold in tranches (2008 style) with varying levels of ratings and risk. But no one knows what's underneath.

Anyway waiting for a crash is not the right strategy, ChatGPT tells me that the S&P500 has been within 5% of its all-time-high for 50% of the time in its history. It will always feel bubbly.
I'm going back in I'm just going to take it a bit slower for my own sake.

>>60581327
My auto buys are structured with the Kelly criterion, I will never stop buy

>>60581281
anything low P/E

>>60581356
MULN has a P/E of zero, all in

>>60581155

>>60581352
Private equity won't cause a widespread crash because its private, individuals will get rekt and that's it

>>60581327
>>60581352
The only way we got a drawdown in the stock market is if there is a huge loss of jobs/income during a period of high interest rates, causing people to default on their debt and stop swiping their credit cards/taking out loans. As long as normies are able to continue to swipe their credit cards on the latest Funk Slop and are able to afford the interest and principal payments, the stock market will continue to pump. And even if this were to happen, the Fed will just slash interest rates, and, if necessary, print more money into existence to spike inflation, inflating the debt away and making debt more affordable once again to the common plebes. Waiting for this perfect convergence of events to happen to short the market is a waste of time, and even then its not necessarily profitable as it will just trigger circuit breakers and aggressive Fed intervention.

>>60581376
A lot of banks are quite invested in companies which issue private credit, is what I assume anon means. The same as in 2008 but with a badly regulated middleman

>le btc is le heckin digital gold
Nerds

>>60581327
>clown market
ngmi

henlo mister jerome
please be careful with fireworks
we need your fingers to dial down rates
thank you mister jerome

>>60581349
Multiples are way too high. The US stock market is ridiculously overpriced right now regardless of how the economy is doing, and it's not doing well.

can mag 7 do another 5-10x this decade

>>60581423
No one cares about the economy anymore- its 2025 not 2005. It's all about inflation, that is what is driving the markets today, and thus the high multiples you see.

>>60581428
Yes but a euro will buy 7 dollars

>>60581423
of course its overbought. everybody and their mother is a participant. your biweekly 401k checks goes straight into index funds and keeps the endless stream of money pumping and not enough boomer retirements pulling out is overcoming this issue. the alternative is keeping your money in the sidelines as it gets burned away by inflation.

its just going to keep pumping. maybe the "crash" is 100 years away.

regardless, you should be in real estate not equities. pull out enough when you can afford another piece of property outright. your kids will thank you because god knows they won't ever be able to own a piece of land at this rate.

>>60581438
>No one cares about the economy anymore
Which is why there's a fuckton of money to be made when reality hits home.
As far as inflation is concerned, it inflates both price and earnings, so the PE ratio shouldn't change by much.

>>60581155
Its just hahaha
I just want to get more money is all
haha
might ruin the economy but probably not
no tax on tips

Seeming like strong resistance around this 1.18-1.20 eur/usd range eurobros.

>>60581071
bottles was too soft around the mid section, he needed more work on his computer skills

Stocks better than crypto? How do I find good dividend stocks?

>>60581570
Divies are irrelevant, just find good stocks

>>60581576
Reminder: There are actually two labor markets. That's why data diverges sometimes.

>>60581327
>there's an entire generation of people who think line can literally never go down, so any dip is just free mone
>an entire generation
singular?

>>60581627
I think that the data is unreliable with the growth of gig work. People work more than ever but the pay is worse. They even foot the cost of it themselves like a business, but get paid like a wagie.

Reminder: There are actually two labor markets. That's why data diverges sometimes.

>>60581576
crazy how people here love divvies so much like its 2005. it's not the 2000s anymore, the market actually goes up now!

>>60581642
I think all the data is bullshit. I've never seen data that wasn't revised. Society is too big too know what's going on precisely. General trends can be flushed out mostly in hind sight. Overall though line go up and to the right until it doesn't. The rest is bullshit.

>>60581660
>I've never seen data that wasn't revised. Society is too big too know what's going on precisely.
I'd agree on that point. Some of it is political manipulation but lots of things change. We would not have known what 2025 would've looked like in 1925, or 1825. It's faster than a blink of an eye in the grand scheme of things.
>General trends can be flushed out mostly in hind sight.
Hence, nothing ever happens.
>Overall though line go up and to the right until it doesn't. The rest is bullshit.
People want line to go up forever, but then they do stupid things that make it go up too fast, and then the economic engine asplodes as it overheats.

Witnessing the economy get liquidated for shareholder value is something to behold. It's also just a foreboding omen where people are left wondering when it all falls apart.

Mumu is right, and Bobo is right too. Mumu is right most of the time, but when Bobo is right, it hits hard and fast.

>>60581456
>Which is why there's a fuckton of money to be made when reality hits home.

Sure, just keep waiting for the perfect short bro. Meanwhile inflation will carry stocks to new all time highs after after all time highs while you sit on the sidelines.

bulls thought they won but really its the bears that won this one

>>60581481
seems it might still go higher
>Vincent Mortier, the CIO of Europe’s largest asset manager Amundi, said the euro has plenty more room to run, especially as U.S. debt worries are also driving the dollar down.
>"I won’t be surprised if by the end of next year we start to revisit the $1.30 level," he said, highlighting that at its 2008 peak, the euro got as high as $1.60.

>>60581692
Yikes

Eurocucks preparing to bend the knee. lol

>>60581692
This is true but eventually it's going to reverse so no biggie.

>>60581729
thats where the market crash is scheduled

>>60581719
they are such morons dropping the digital service tax. billions trillions could be taken from this ridiculous money mover industry

>>60581719
>exemption from regulation
go fuck yourself, corponiggers

ChatGPT consistently hallucinates the ISIN numbers of various ETFs
Imagine how many people have invested in the wrong thing because of that

I keep catching it and I go back and ask it again and it's like "oops, you got me"

>>60581750
>they are such morons dropping the digital service tax.
Not only was this a dumb move momentarily for the EU, it was stupid to drop the digital service tax as it is the only real leverage the EU has/had. EU simply could have said, "If the US levies so much as a 1% tariff on any EU good then digital service tax will be an automatic 50% on US companies." That's all the EU had to do. The problem would solve itself for the EU. There would either be no tariffs or the EU would bank on taxing US tech.

>>60581708
Should be fired for such a terrible take 2bh

The move is 100% intentional by the us and they already said where they were stopping.

>>60581769
>momentarily
*monetarily

>>60581767
Also, I was asking it about the ETF that's 2 x leveraged and is 100% stocks / 100% bonds simultaneously and it insisted no such thing existed or is technically feasible.

Then I told it the ticker number and it was like "oops, you're right"

Same thing about the European version of AVUV - it was 100% certain it did not exist until I showed it.

>>60581767
>ChatGPT consistently hallucinates the ISIN numbers of various ETFs
I've had it hallucinate several other things as well, so I always double-check its claims. No trust, always verify.

>>60581769
That wouldn't work, it would just blow up the eu even faster

>>60581781
Nah. It would work. US tech compaines under threat of EU taxation would force Trump to bend the knee.

>>60581773
isn't that supposed to be decided by the "free market"?

>>60581719
The EU bends the knee to the US (Tech, AI etc) because it doesn't have the cards.
The US bends the knee to China (Ethane etc) because it doesn't have the cards.

There is a clear hierarchy and right now the EU is clearly at the bottom, entirely reliant on both the US (energy, defense) and China (everything else).

This is why I don't care so much about the USD devaluation, it won't be a long term thing. The EU is screwed in the long run.

>>60581791
It is a free market, it's just the us is the whale

>>60581795
>The US bends the knee to China (Ethane etc) because it doesn't have the cards.
It could be arguably said the other way around, because China wants higher end and precision manufacturing and consistently fails to attain the capability. It took them until 2017 for them to be able to make ballpoint pen tips, which is a technology from 1938.

The US-China relationship is basically two nations with guns pointed at each other point-blank. No one is dominant there.

>>60581804
>It took them until 2017 for them to be able to make ballpoint pen tips
This is only a half truth. China had no reason to make the balls for these pens. It was cheaper to import them. As soon as China decided to make their own balls they did. Saying didn't know how to make these balls is like saying the US doesn't know how to make crap plastic household goods because these items get imported rather than made in the US.

Thanks for the free money Mr. Chestnut gonna preorder the new donkey kong

>>60581821
>China had no reason to make the balls for these pens. It was cheaper to import them.
That could also be considered a half-truth. China worked for decades to attain the manufacturing capability. It's one of those no-brainers to work towards when the country is so manufacturing dependent.

>>60581628
At least millenials remember 2008. Gen Ziggers have never seen a real recession.

Gambling general? Fed rate cut is not happening this month im pretty sure after all the news

im thinking of putting my entire stock folio (50k) on the decision. Payout would be like two grand right now. If the odds drop a little more i may actually buy in

wolf has pumped over $1, potential 30x if it gets near to 200sma again. temped to buy 1k shares

>>60581853
waiting a month for less than 10% feels pretty boring

>>60581846
Are you saying America's mining and mineral refinement technology is so poor that America is stuck importing rare earths from China?

>>60581866
No nigger I'd bet like a few hours before

>>60581853
>im thinking of putting my entire stock folio (50k) on the decision
There are two roads that are paved with bricks pressed from decisions like the one you're proposing.
One has more bricks than the other.

>>60581870
then you would be looking at less than 1%. obviously the less likely it becomes to happen the closer to cap the price goes

could nvidia really keep pumping from here? it took so long to break through 150 that the idea it would do it so fast just feels crazy

>>60581887
I dont think it happens like that. Until the meeting/decision happens the betting market is still constantly adjusting expectations. Like the thursday jobs report changed odds from a 85% chance to 94%

>BofA’s Hartnett warns it’s ’bubble or burst’ for S&P 500
bear chads... we are so back!

>>60581174
>>60581207
>it's empirically proven that lump sum is just better when available
By less than 3% when DCA'ing over a 12 month period.

DCA for comfort and skip September.

>>60581281
None, some will go down slower, but they all go down.

>Notable flow patterns included Treasury securities experiencing their largest outflow in nine weeks at $2.7 billion. Investment grade bonds recorded their biggest inflow since June 2020, totaling $16.7 billion. U.S. growth stocks faced their largest outflow since March, with $5.0 billion leaving these funds.
thats good for the government isn't it

ya know, we could have a very strong effect on the economy as citizens by simply utilizing AI bots to *suggest* shifts in the psyche of the average citizen and their confidence in anything from their perceived ability to pay credit to making rich people fear poor people being worried about losing jobs

Per Exemple, if AI was used to make a series of searches related to:
"what happens if I dont pay my klana"
>can i be arrested if i dont pay affirm back?"
"does not paying back afterpay affect my credit score?"
>can i declare bankrupcy on just klarna or are all my debts and loans included?"

>I am now aware how much google search trends signals larger shifts in money
then a signal may actually be sent that shifts energy.

the bulls are still record euphoric

Buy SBSW

I did the math.

In 2024 I saved and invested 48% of my after tax income.
So far in 1H 2025 my expenses are 30% down from the same period of 2024, and I got a roughly 15% raise this year, so I should be investing more in both absolute and relative terms.

This year is a consolidation year, I hired a CPA and I am in the process of moving things around and streamlining my portfolio, moving things out of Revolut and onto a serious platform.
Starting from next year I might consider putting a cap on my contributions so I can spend a little more. We'll see.

i did the math.

Since I know I am capable of 2xing 10k, i can just take out a loan for 100k, use 5x margin, then I can easily 2x 500k into 1m

>>60581976
enjoy the maga rugpull

>>60581976
As long as it's in accordance with your personal risk tolerance

>>60581155
Trump lives in a reality where he thinks every other country on earth should eat shit to appeal to his dementia

did it really make sense to throw away $400K gains by end of 2027 just to secure $140K gains now?
i feel like a dumbass

whats everyones exit strategy? selling half at 2x seems like it cripped you too much
$4 is only a 400 million market cap for the company why did i sell so much at 140 million ($1.4) market cap prematurely

>>60582006
Trump lives in reality and he knows every other country doesn't have the cards

Call or fold because chud is all in

mental how dumb i am

>>60581976
unironically my portfolio started getting massive gains when i started treating my 100k as if it was 10k again

thats why it's called 6-fig hell until your mind shifts, im still halfway to 7-figs but ill be ok chilling out by 7-figs since im happy just buying a house and maybe a passive income for NEET stuff (so no boat or supercar or something, maybe just a 2nd car as a miata)

>>60581155

>>60582020
I never exit per se but if my risky bets take off I will rebalance into my safer holdings

Usually once they hit 30% of my total port I'll trim them back down to 20%

>>60582023
>cards
vietnam agreed to a deal because they dont give a fuck if americans pay 20% or more for their shoes because vietnam is entirely subsidized by chinese business
trumps a moron

>>60582023

Based. Tranime reddit posters have orange man in their head 24/7.

>>60582027
Did you tell anyone when you hit 6 figures?
I told my mom

>buzzword buzzword buzzword other website and tranny cock

you need to go back

>>60582043
my parents think i have like 100k-200k

they dont know i just hit 500k this year thanks to ai dashcams, thats in CAD though so that prob like 250k USD lol

>>60581964
/smg/ is not your blog troon.

Uh oh...

>>60582134
>Uh oh...

I think the cryptobros are about to die. Is this bullish for the market?

>>60582152
if youre bag holding crypto in 2025 you deserve whatevers coming

>>60582134
It would be so easy if all others just unify against the US. What's Donny gonna do? This shit needs lasting effect though. Not reversing everything after 4 years even if Dems should win.

In case you didn't know SPX futures going down and just now even accelerated

>>60582163
>no coiner seething intensifies
It's not too late anon.
>Michael Saylor Says ‘You’ll Wish You’d Bought More’ Bitcoin as MicroStrategy Doubles Down
https://finance.yahoo.com/news/michael-saylor-says-ll-wish-113002492.html

>>60582173
yeah dude 2 more weeks till you finally become a billionare lmao

>>60582172
>if all others just unify against the US
I'm thinking that is whatbis going on. All we here about in the news is all these great deals Trump is making. Deadline is here and there are zero deals. Likely in the background the world has been uniting in not dealing with the US. Why would they? Trump tears up deals and tosses out new demands on a whim. There is no dealing with Trump. He didn't even have a plan when the tariff shit started. He still doesn't. In public he seems slightly more with it than Biden. His actions and administrations actions paint a whole different story. They are all a bunch of clowns and Trump is the bumbling man in charge if the shit show.

>>60582192
>I'm thinking that is what *is going on. All we *hear

>>60582172
>In case you didn't know SPX futures going down and just now even accelerated
>up 6% in less than two weeks
>today is the first pull back since then at just 0.64%

You're a fucking idiot. But I wouldn't expect anything less from a low IQ midwit who tries to mix politics with monetary finance discussions.

>>60582172
It would be so easy if we had infinite resources and lived forever.

>>60582198
*ahem* taps sign --> >>60581692

>>60582020
>exit strategy?
for the market? none.
For individual stocks? hold to zero/liquidation or sell at a gain.

>>60582202
>implying anybody cares about "investments" from broke Europoors.

>>60582172
doubt they really got the cards. everything is so connected that you can't easily just block out one of the big players. people wont be happy when their slop is taken away

>>60582202
The most annoying part of /smg/ is when some brown (probably you most of the time) makes a risky wager in the stock market, then comes here desperately spamming in hoping it will help his subhuman self win the gamble. The desperate is grotesque and annoying just like when drug addicts bother you and beg while you're trying to enter a store.

>>60582249
good morning sir did u do the needful at 40 cents

>>60581944
>Buy SBSW
oh tell me more about SBSW

>>60582249
It's even more annoying on other platforms where they beg people to make accounts off of referral links. Their bets are consistently bad and they must be holding massive bags.

im allergic to sun

>>60582198
Who hurt you?

>mix politics with monetary finance discussions
>monetary
>tariffs and trade
yeah ok. I guess it's the Fed's job to do that and not Trump's cause that would be politics.

>>60582375
Every President within our lifetimes has outspent the previous administration, whether Democrat or Republican. Complaining about fiscal policy from the government is beyond pointless and stupidly annoying, it's a given at this point that fiscal spending will always and forever go up regardless of who is President. If Kamala won she would've outspent Biden all the same, likewise the next President that wins the election in 2028 will also outspend Trump this term, regardless of political affiliation. It is literally a waste of everyone's time to continue whining about this term after term, year after year. Go take your political concern trolling back to plebbit.

Its gonna crab with small red on Monday so funds can collect premium, flash dump on Wednesday and pump back up in Friday.

>>60582419
I'm still talking about tariffs and trade, not fiscal policy and spending.>>60582172
Are you retarded?

>>60582450
>I'm still talking about tariffs and trade

US is responsible for 1/3rd of global GDP and consumption. Cope and seethe.

Did you ever took a Loan to Invest all-in? Thinking about it on July 9th.

>>60582571
are you the shoeshine boy?

>>60581904
>nigerian scam
If you search up videos on how to use ChatGPT for profit, it's always some sort of brown shade of refuse that shows their ugly mug on video. Their script is also generated by ChatGPT.

They're literal golems. They now receive and blindly obey commands by a computer program. ChatGPT is just being used as a means to amplify their criminal tendencies.

top signal

A local bank has partnered with Blackrock to offer a mutual fund with a 5% entrance fee and 0.86% annual fees to invest in some shitty fixed income fund

Their own brochure gives a best case scenario of 0.4% return after 4 years

Unfortunately normies here invest in this sort of crap and they think investing yourself through a broker is way too risky.

>>60582619
>mutual fund
>5% entrance fee
>0.86% annual
>to invest in fixed income fund
>best case scenario of 0.4% return after 4 years
grim

>>60582614
gonna pump so hard next week. remember when he commanded oil down? it happened immediately.

>>60582614
He didn't say it'll go up just maintain

>>60582619
no wonder banks get away with charging fees instead of paying interest like they used to

>>60582596
>put 300k in
>maybe receive 1,2k in FOUR FUCKING YEARS
>the shittiest tier dividend fund outperforms this

>>60582651
good. its for stupid boomers anyway and they don't need more than that

> Every U.S. child will receive a $1,000 S&P 500 starter account at birth once President Trump signs the ‘BBB.’

is this bullish?

>>60582666
Anon a few threads back calulated it won't matter. The amount of money is too small.
Checked and Hail Satan.

>>60582666
>be born
>get rugged

Any NAK bros here? Big news today, the stock is up 25% on Canadian exchange. I've been holding for about a year

>>60582571
People tell you not to do it but I started my investing with a loan, paid it off with ease and now use a margin and loans with great interests. Currently on a 4.25% personal loan, have dry powder to pay off 6 months of it but would rather keep for Wednesday.

>almost 1 million in gains
>remember capital gains at 37%

I just want a nice house

>>60582691
Same. Want a 2 story with a basement thats all mine decked out with an enclosed cigar lounge.

>>60582666
now thats socialism done right. not the insane 50% taxes for your whole live regardless of if you need everything it pays for or not like eu does

>>60582691
i just want it all to be over

>>60582671
You can add to it and its tax free, unless you mean for the market then yea, it won't matter

in 18 years you are gonna have a lot of kids buying sport cars

>>60582698
It's worth it we have a 3000sq ft with finished basement, I'm watching police bodycam videos on my Sony laser projector. Keep grinding

>>60582691
i trade in a tfsa (canada) and i dont have to pay any taxes lol
deposited ~60k cad and im up to ~500k now

>>60582716
Absolutely based.

>>60582715
>for the market then yea, it won't matter
This is what is being discussed.

glad I invested in these packets of ramen noodles
so i have something to eat on july 4

>>60581781
honestly what US tech is actually indispensible? it's just convenient. telegram would be fine as a whatsapp sub, and tiktok is chinese. facebook boomers get fucked, and they would still operate with half margins because otherwise they would collapse entirely

>>60581867
hes obviously not saying that. just that ballpoints are actually relatively difficult to build. the us would also btw be unable to produce cheap plastic crap without crushing their average wage by a fifth or so

>>60582042
the most 1pbtid shit ive ever seen

>>60581213
he doesn't have any actual political goals, he's just enjoying being a meme.

What's the easiest way to short a stock long-term?
I want to bet this company will collapse over the next ~3 years.

>>60582716
>We
It isn't yours buddy it'll be hers

>>60582614
I think a real leader would have less concern about stock prices. you don't see xi or putin goin on about stock market gains every week.
Biden and kamala did the same thing though, so it's probablly unfixable at this point.

>>60581853
powell's gonna cut and then wait and see if it fucks things up or not. why? because it's funny.

>>60582793
question - is that company MSFT
cause I was thinking the same thing earlier

also
>full day of smg
>not even a single thread rolled
honestly this makes me want to put more into broad market. yeah the debt is fucked but that just means we'll crash up. $20 big macs here we come bby.

>>60582793
Buy leap puts

>>60582875
i would have said MSFT too

>>60582875
>MSFT
part of the military-intelligence industrial complex, no way they let it go down. MSFT controls too many data centers, too much user data cloud stored and used for spy, too many computers running their spyware.

>>60582896
>part of the military-intelligence industrial complex
so was Intcel
BTW M$'s revenue is global so the EU and Ch*na using Linux will hurt their bottom line before you even consider the increasingly blatant enshittification of their OS
I've said it before and I'll say it again: Excel is Microsoft's only good product.

>>60582752
Wrong. They said China didn't make pens because they couldn't. That's a lie.
Your example is blows theirs out too. Of course it's dumb to say America can't make plastic junk because they can't figure out how. It's equally as stupid to say can't make pens because they don't know how.

>>60582951
>It's equally as stupid to say *China can't make pens because they don't know how.

>>60582906
There's a big difference between operating systems and microchips brudda. Migrating systems off of an OS is nearly impossible, although they are losing a bit of marketshare in the desktop/server OS arena. That's why MSFT has already diversified out of that and into cloud hosting.

>>60583027
>Migrating systems off of an OS is nearly impossible
I do hope you are joking..

>That's why MSFT has already diversified out of that and into cloud hosting.
surely, building datacenters with by design generic interfaces is a high-moat, high margin busines...

Securities lending program, broker keeps contacting me via my account asking if I want to loan out my stock at 69% per month. What's the deal, is this worth it? I have CRWV in several accounts so its looking some fun money can be made, I might consider buying more shares to participate on the monthly gains.

>>60583068
Have you ever worked for a federal organization? I did some contracting for them. The process to migrate things from Microsoft to Linux/BSD were on five year plans, and not a single one was done on that timetable.
And yes, it is a good business strategy, considering AWS is the only profitable segment of Amazon.
Fucking retard

>>60582875
no, it's a company most people have never heard of

>>60582793
what is your case for shorting it? If you have a good analysis take your position then spread the word. I once dropped a tip on a stock that was sure to BK, and I provided a detail explanation. I could not take a position at the time. About a month later the stock started to nose dive and in about 2 months after that it went BK.

>>60583082
I used to work as federal contractor. We used Windows for some stuff, Linux for other things. Most of the day-to-day business stuff was Windows/Outlook/Word/PowerPoint/Excel/Sharepoint. A lot of the backend web stuff though was running on Linux servers (other than the SharePoint site).
(Also, fuck SharePoint)

>>60582614
why does the american leader concern its self with a literal casino
why arent you like, giving a shit about things that matter

>>60583082
>feds are incompetent so its hard
ishiggydiggy

>>60582681
Hell yeah bro been in at .30. Hopin it goes up to 2 on Monday then I can’t imagine what if they pull back the veto

>>60581066
It already got priced in months ago

>>60581034 (OP)
BASED MARKETS I NEED 4% FIND ME 4% AHHHHHHHHH

THE MARKET OPENS IN A FEW HOURS!!!!

>>60583082
Tried to make an account for the irs and got rerouted to one department/service to another like 5 times and they wound up mailing me a letter (which took several weeks to arrive) in order to make an account with a third party that would effectively vouch for my identity.

>>60583281
tell me more...

so i mean lets pretend we have perfect accounts that can defer 2%

is this fraudulent.

>>60583298
nvm dont tell me.

>>60583298
That was just the process to pay estimated taxes for the first time. I wound up just filing it using the W2 payment i had made in the past as proof of identity (which may or may not work, presumably they'll send me a letter one day if it doesn't). What I'm saying is I hate the goberment and I hate taxes.

>>60583182
there is nothing else left, casino is the economy
either you prop it up, or americans have to reevaluate what standards they can aspire to

>>60583326

>>60583354
not really, US used to be exceptionally productive
now it is exceptionally gay and has an exceptionally valuable casino

i am hearing some loud bangs.....
is that the market crashing?!?!?!

>>60583387
That's the sound of my balls slapping against your mommas bussy

>>60583387
thats the murder i mean sound of opertunity

>>60583354
NASDAQ is up.

>>60583109
>what is your case for shorting it?
extremely high probability of their revenue reducing by large % soon

>>60583409
not a case unfortunaely

if their ability to borrow would decline that would be different

also TSLA is about to do the fucking ai or go bust its a real 50/50
anybody who tells you elon isnt a subsidy farmer is a blatent liar

>>60583413
and anybody who says elon needs subsidies is also wrong .. kinda

if they stop today we see the product

they are already gon the fact that the earning are about to get slammed might leave a dip period but has he really been doing shit or not if he has theirs no problem he already farmed the subsidies and made the product

if its all bullshit its going to zero

>>60583413
its more than a case
its almost a slam dunk
i just have no experience shorting but i am interested in betting my life savings that this stock will go down

>>60583434
brother i can name 200 companies that are not in profit right now

is the company just looseing 40% for no reason or 10% for no reason

what does the market share look like

what are the taxes (lel)

is this a flat 40% loss or a undisclosed restructure

if only it was as simple as you say its not because what your saying cant happen figure out the vodooo

>>60583434
>i just have no experience shorting
how to for beginners to want to lose all their money
https://www.youtube.com/watch?v=npr-i3HyxwA

>>60583434
Buying puts is the safest, because you limit your risk to what you paid for it. Short selling risk is unlimited.

>>60583369
We didnt need to be a product based economy after ww2 because we made other countries product based economies so they can survive and come back from ruin (japans flourishment until their bubble exploded). In the short term it was an ingenious way to save countries in ruin from war. In the long term, america abandoning it and then putting the burden on other countries has left america with its pants down as modern technologied benefit those product based countries to invent more efficient and better technologies for its own people (china actually taking the green energy shit seriously and kicking everyones ass)

America has uhhhhhh chatbots it calls Ai and infinite debt

>>60583497
America also has COAL. Unironically going back to the Dark Ages. Now that I think about it, weren't Americans making fun of germans for using coal after Ukraine invasion? I'm pretty sure there was something...

Maybe Trump wants to hint at something else by burning coal again.

>>60583471
thanks anon, seems legit
if i invest a lot into it, ill come back to /biz/ and let you all in on the secret

>>60583497
I don't quite agree with
>we made other countries product based economies
too much agency assigned
>japans flourishment until their bubble exploded
not enough agency assigned, Japan is an occupied country so sabotaging their economy was doable and done
>chatbots it calls Ai
LLMs are immensely useful and the route to AGI
but american AI is big gay, and the Chinese will open source theirs (BASED)

>>60583497
doesn't china have a 300% debt to GDP ratio or something like that

>>60583543
nah, they're 60-70. think the highest big country is japan at like 200-220 by a decent margin.

>>60583543
China is in debt to its self mostly and they hide it in their provincial government and shit it's very fucky and weird

Like anon said, Japan is in INSANE debt

>>60581271
>how are the futures not falling?
TACO

>>60582691
Is it possible to change countries before cashing out?

Might be worth it for a large enough portfolio.

black monday

Im $BULLish reporting in with 285 shares of $BULL

Soxl chads, how will the bill passing effect us?

>>60583794
that was priced in a long time ago

>>60583794
Doesn't matter, market is insane, it only wants to go up.

>>60583794
Dunno. Gonna keep selling soxl puts.

Hey /smg/, insider here, you bought puts Thursday right? You listened to me when I told you to buy puts before the 4th right? Oh, well maybe you can get in Monday before the drop. Also you should probably fill up your cars before Sunday.

>>60583817
>Also you should probably fill up your cars before Sunday.
Why? There's practically no one outside these days. Normally it'd take me hours to travel a few miles but the roads were empty. I even found parking easily.

Grocery stores and restaurants are similarly empty during Fridays and weekends. It's like no one can afford to shop or participate in leisure.

>>60583809
How's that going with how the past two weeks have went

>>60583805
>>60583807
I only have 410 shares, I'm ngmi am I bros

>>60581034 (OP)
I've seen some people here claim that the US gov wants to keep EUR/USD on the current level. Is there a source for this claim or a good reason to think so or is this just some schizo babble?

>>60583874
>Is there a source for this claim or a good reason to think so or is this just some schizo babble?
Both.

There are intents for the US to focus on becoming a stronger exporter, which does benefit from a weaker US dollar. Europe buys much of the higher value-added goods and services from the US and they'd be well poised to buy in that instance.

There's also speculation that 47 is pulling a political and economic hit on the US by being aggressive and unconventional, which makes him too difficult to predict for any cooperation to happen.

Will human investment banking jobs exist in 10 years? Why would anyone even do banking when they have to work so many hours? Are there any decent ones without going to an ivy?

How long can the NFLX clown valuation last?

dubs and TSLA opens mega green on monday

>>60583951
>Will human investment banking jobs exist in 10 years?
Yes
>Why would anyone even do banking when they have to work so many hours?
Money
>Are there any decent ones without going to an ivy?
Investment banking jobs?
Decent? Yes
Fantastic? No
Decent jobs?
Unironically electrician or plumbing

>>60584017
markets can stay fake and gay longer than you can stay fundamental

>>60583595
Isn't Japan also mostly in debt to itself?

>>60581066
What app/site is that? Need to be constant updated about Musk, Trump and others helping me make money.

>>60584017
Probably as long as consumers appetite for SVOD lasts

>>60584039
Financialjuice, but it's delayed for plebs

>>60583817
always calls, except for dax for him you always want to get puts

>>60583874
The source is an ancient bessent interview that i can't be arsed to find. I'd imagine it isn't talked about because its not a victimless move

>>60584069
>>60583874

>>60584095
I just remembered that in his first term, the big story was that China is a currency manipulator - intentionally devaluing the Yuan to make exports more competitive.

Maybe that's what Trump intends to do to the dollar, and deficit spending coupled with lower interest rates would certainly do that right? I'm not an expert on these things so maybe I'm wrong.

There is now a front-page British Broadcasting Corp article on the US debt.

This is proof that it's a non-issue (at least for now).
There could not have been a bigger contra indicator.

You could say this bull market was ummm... built f

>>60584069
ecb should just print more and give it to neet chads. nothing saying it has to stay the current way

>>60583817
>bobo makes one post in the thread FUDding then leaves
Not falling for your tricks. Bullrun incoming

If you invest to retire early, or retire more comfortably, is there a way to hedge against changes in tax law?

For example let's say you have a €1m portfolio and you decide to retire on 3% withdrawal, so just under 3000€ a month (plus your government pension when you're old enough for it) adjusted annually for inflation after the first year - pretty standard and safe stuff.
What happens if in 10 years the government changes the capital gains tax rate to let's say 34% like France, or 42% like Denmark. You're fucked.
You'd need to withdraw at least like +60% per year to cover the new taxes, which makes your retirement plan fail in pretty much all cases. You will end up with nothing many years before you die.

Is the solution to retire in a serious country like Switzerland or Singapore? I like my home country.

>>60584176
just keep gambling ehm... trading stocks til you die pleb. Maybe you'll get on the board of some medium company at 70-80.

>>60584176
you're probably better off leaving eu. they don't want their citizens to be free, how would they keep the socialist game going if people are independent :D

>>60584176
>Is the solution to retire in a serious country like Switzerland or Singapore? I like my home country.
yes, unfortunately
unless you want to depend on government benefits when you're old. That is the way it works.
If you're cool with high taxes, but higher welfare, then great. That's your choice
if you don't like the higher taxes, you need to move to a place with lower taxes. That's really just how it works

>>60584176
You can invest in less tax meta vehicles, for example dividends are not as tax efficient like cap gains so you're a smaller target

what even was the point of the april dump then when suddenly everyone agrees that trump is a genius

>>60584280
The LEI has had 22 consecutive months of declines.
Anything above 6+ is a clear recession signal.
2008 GFC was 12 months, 2001 dot com was 11 months, 1970's stagflation was 13 months.

The US yield curve has had the longest and deepest inversion in history.
This is the most reliable recession indicator which has never missed.

Other recession signals haven't triggered, for example the Sahm rule needs just +0.1% more unemployment to trigger.

Overall all the signals show a mega recession is coming, that's why any small selloff induces a full blown panic. People know P/E ratios are ridiculous, but they want to ride out the bull market and jump ship at the last possible minute.
That's why the April crash, but once again this turned out to be a nothing burger and selling was a mistake.

The bull market still goes on.

Who knows maybe every single indicator is wrong and this time it's different. It's also very costly to get off this ride early.

>>60584298
we don't do recessions anymore though. like everything else financial its a simply political decision to never have a recession again.

This is my net worth as a percentage since Jan 01 2019. The SP500 is posted for comparison.
I'm unsure if I should be sad that, despite working this entire time, I could have literally placed all of my money in SP500 and came out exactly where I am today. I suppose I needed to eat, and to live, but it's strange to think that all of the money I've "made" has basically been spent, I think.

>>60584298
I appreciate your post.
At this present moment, I'm grappling on what to do with 100k that just came out of a CD. I bought that CD 9 months ago, expecting a downturn in equities. It was a planned down payment for a house. The house purchase has been delayed (for acceptable reasons), but now I have this 100k that I don't know what to do with. To me, everything continues to scream incoming downturn, if not total collapse of dollar / great depression, but my feeling that way has SEVERELY penalized my potential gains over the past many years.
I'm tempted this time to say "fuck it" and just dump it into the SP.
I'm sitting down now with my morning coffee to decide whether that's the move for me, or not.
This was also a timely article for me to read (I like this blog): https://awealthofcommonsense.com/2025/07/investing-a-lump-sum-at-all-time-highs-2/

>>60584323
The return on indextrackers is slightly lower than the return on the underlying due to management fees. SPY would be a better comparison

>>60584333
You should do it in a way that ensures you are comfortable and that you won't back out.

This thing about lumpsum being better mathematically is like people saying losing weight is about eating lean and moving more.
Everyone knows the theory but losing weight is about having the discipline to actually stick to a plan, which doesn't even have to be perfect.

At least that's the way I see it.

>>60584298
The zbt(bullish signal) has also never missed and it triggered at the April lows

>>60584381
And the market had a "meltup" after that with incredible returns
But I think the Zweig is about short term returns (which happened).

Is $TAP undervalued?

>>60584382
It's for 1y return so if we are lower next April it would be the first time ever it missed

>>60584385
Pretty okay div growth, punished pretty harshly due to assumptions that younger generations consume less alcohol
It's cheaper for me to invest in Heineken, but alcohol is a great investment imo
I'm unfamiliar with the US beverage market, but Coors at least didn't fumble their costumerbase as hard as Ab/Inbev (Budweiser)

>>60584385
Medium-Term Trends
In the US's alcoholic beverages sector, there is a discernible expansion of the overall segment with consumption growing alongside spending, indicating a greater incorporation of alcoholic drinks into the diets of US consumers. The US boasts an expanding alcoholic drinks market, with households forecast to spend USD302.1bn on the segment in 2029. This works out to a total of 24.3bn litres of alcoholic drinks and equates to a spending rise of an average 5.7% a year through to 2029. Growth in consumption
will be slower over the same period, growing by between 2% and 3% annually through to 2029.
The consumption of spirits will post the highest growth rate, at an annual average 5.7% to reach 3.1bn litres in 2029. Beer consumption will grow by 2.3% annually on average, remaining the largest segment, with consumption reaching 18.3bn litres by 2029. By contrast, wine consumption is expected to grow by only around 1% on average per year to reach just under 3bn litres by 2029.
While the beer market in the US is highly matured with craft breweries competing with established majors, sales and consumption are still mostly dominated by market leaders such as Anheuser Busch InBev and MillerCoors. However, as consumer demand for personalised goods and high-quality ingredients have been increasing, this does not bode well for commercial beer.
The spirits market, particularly whiskey, liqueur, vodka and gin, will see a shift towards premiumisation over the forecast period, with consumers willing to pay more for high-quality, unique and sustainable products. There is also a trend towards alternative spirits, such as flavoured vodka and tequila, as well as the rise of low and no-alcohol options.

>>60584385
>>60584432
Across the US, the cocktail scene is becoming more popular, with a wave of speakeasy-style bars and high-end cocktail lounges having opened up. These establishments offer sophisticated settings and creative cocktail menus that showcase spirits in a variety of ways.
While whiskey is currently the best performing spirits category in volume growth terms, we believe that rum will gradually gain momentum over our forecast period, as market leaders Bacardi and Diageo start prioritising value over volume. Bacardi's acquisition of super-premium brand Banks underlines its intention to build on the success of small-scale independent suppliers. The easing of political tensions between Cuba and the US raises the likelihood of an influx of rum imports. Pernod Ricard is now distributing Havana Club, the only authentic 100% Cuba-produced rum, within the US

>Fitch sector report

>>60584333
I know it's very boring and boomerish advice, but you might want to just invest it in consumer staples or anything that isn't strongly affected by economic down-turns and you're willing to ride out for the long-term. Worst case scenario is that you turn out to be wrong and net a lower return than the s&p, which would still be higher than most of the riskless assets you could've invested in like CD's. If you're really anxious about missing out on gains, you can probably get some passive income going with bonds and DCA into whatever you want each month. If you've changed your mind about the possibility of a recession, it would make it easier to pivot back into the indexes, and if not, you can just keep putting it into the safe stocks.

the emergence of AI and what it will do to increase overall corporate efficiency/profitability is going to drive a run to 10,000 SPX similar to the dot-com run in the 90's

bears have no idea how wrong they are

>>60584301
>>60584298
If both these arguments make equal sense to you, buy bonds. They'll go up in case of recession and crab in case of continued bull market. The Treasury can't afford bond yields over 5% and have proven twice this year that they're willing to dump billions in stimulus cash if it gets there.

>>60584507
I'm European so what am I supposed to buy, USD-denominated treasuries?

If I did buy I'd probably go with something like EUR Corporate bonds ETF so it's in my currency. Not high yield corp bonds, just normal bonds. +6.5% in 1 year so not bad.

>>60584465
Even IF (huge if) AI development boosts productivity substantially, it would just trigger labor market collapse, and 'the economy' would follow with collapsing consumer power.
But I suppose stock market would indeed pump for some time in that scenario.

>>60584517
One thing I've always thought of owning as a novelty is the Austrian 100 year bond. It's cool because it's like a casino and small changes in interest rates move its price dramatically due to the duration.
I'd do it for fun only though.

>>60583849
I made like 20kish.

>>60584454
Fsta (index fund) along with tobacco stonks. And kroger

>>60584454
Really depends on the age/how close you are to your goal imo and I'm betting most people here are relatively young

It's just better to go something like qqq or schg if you have a long runway before needing the capital

>>60584517
Just buy TLT on Nasdaq. It's one of the highest volume ETFs so the options are very liquid. I'm comfy holding it for divvies and selling covered calls. Now is the best time to buy, but it's been at rock bottom since mid-2024.

Note that a serious inflation shock will blow up this position. Otherwise it's smooth sailing at 12% profit per year.

>three day weekend

>>60584454
it will collapse when you and only you enter the market so don't

>>60584517
>>60584561
TLT is long duration, and thus risky. Hope you didn't buy any in 2020.
A 6-7 year bond fund can get you most of the return as a long duration one with less risk.

>>60584574
As usual, /smg/'s worst nightmare is a trading holiday, also weekends.

New Thread
>>60584596
>>60584596
>>60584596

>>60584521
consumption is increasingly driven by the upper crust so it doesn't matter how many disgusting wagies are put out of work as long as the capital class is profiting from their investments

>>60581034 (OP)
Has only here looked into SMCI? I've seen a few good articles giving them potential. GPT bigbrain likes it's too

Article for reference: https://www.monexa.ai/blog/super-micro-computer-smci-q3-2025-analysis-ai-grow-SMCI-2025-07-01