Thread 514048876

What are the political implications?

Will SOXS bros be rich asf if nvidia misses?

THEY GO BANKRUPT

>>514048876 (OP)
general tech sell off probably

lol.. lmao

>>514048876 (OP)
The Chinese don't like them, they have already told everyone willing to listen how nvidia products are just mediocre spyware, like theirs.
lol.

>>514048876 (OP)
Zion Don will nationalize them like he did with Intel

>>514048876 (OP)
>What happens if they miss on earnings tomorrow?
i cum

>>514048876 (OP)
Geforce now gets cheaper

>>514051934
Haha, no. You’ll pay way more than MSRP because you’re a good boy.

I though everyone needed their overpriced GPUs and loved their price manipulation practices.

>>514048876 (OP)
We die. It’s the 2000 dotcom shit

>>514048876 (OP)
QRD

>>514048876 (OP)
some panic, some dump, ai bubble will pop fud, and not much else

>>514052135
It's literally 10x worse than dotcom.

>>514052763
>It's literally 10x worse than dotcom.

Red arrow is dot com bust.

lol.. lmao

>>514053186
Do you realize how insane this whole situation is bro? Just the money for building data centers for AI is higher than all US consumer spending (for this whole year). That's literally the only thing keeping the economy alive atm. And 95% of companies that are trying to use AI have Z E R O REVENUE from it!!! It's literally worse than the tulip mania. Tulips at least smelled nice and didn't ruin nature lol.

>>514053448
The crash is coming but it's coming for the labor market.

>>514053642
Lil bro labour market has been frozen or dead since the start of the year easily. And it has been harder and harder to find or switch a job since 2023. Stock market just continued to get higher and higher without any real growth in revenue or any new things besides the ((AI)).
>t. trying to find a better job since 4-5 months ago but all companies want 5 rounds of interviews for a ghost position or for a position that pays a jeet salary

>stock market collapses
>everyone loses their jobs
>jd sells America on communism

He really out there playing the long game isn’t he

>>514053186
You have to consider inflation too, the bubble is bad but it's not an exact comparison like that.
You'd have to normalize it on the gold price or some (((federal reserve))) metric like m2 (but they switch those up frequently to prevent such direct comparison).

>>514054135
25 years ago a double cheeseburger cost a buck now it’s $3.80 so inflation is up about 380% since then. That’s a valid point also niggers discretely tongue my anus behind your local participating Cracker Barrel restaurant.

>>514048876 (OP)
the problem is index overweighting.

>>514054630
>>514049236

>>514049454
Meanwhile they've actually been working with Nvidia to smuggle their chips into China still. Violating both the supposed bans by China and the US.

>>514048876 (OP)
not my problem

>>514048876 (OP)
Bro you’re making me nervous!

The American existence is completely astroturfed. There is no American dream. I will be glad the rich finally lose it all because they took everything from us.

>>514054670
yep. and so when the index investor sees red 401k there is going to be massive outflows and the overweighting will become underweighting (boom).

>>514053922
What do you think happens to stock prices when every company can slash its labor costs to zero, retard?

Semiconductorbros....................

>>514054366
Here's spy/gold
Maybe it's not so bad. This doesn't directly factor in the full retard pe ratios, I'm sure those were nuts during dotcom also.
One possible conclusion is that we are in a tech bubble and gold is severely undervalued.

>>514054952
Imagine having really nice cool products to sell that cost you next to nothing to build but nobody to buy them?

>>514048876 (OP)
What makes you think they will miss?

>>514054746
They smuggled chips in because they realized that Nvidia had been artificially governing the chips (they actually used the same chips for TI and non TI models, the non TI models were just throttled) and lying to their customers about it, so the Chinese imported the specific chips in question, then unlocked them on a hardware level to get massive increases in performance, giving them a competitive edge in the market

THAT is why NVIDIA got butt hurt over China importing chips, anything else is corporate fuckery because they don't want their domestic market to realize they have been both gouging hardcore AND governing chip performance

>>514048876 (OP)
I already bought a 5090, I've done all i can do.

>>514055225
cant win em all....

>>514054366
>>514055168
>One possible conclusion is that we are in a tech bubble and gold is severely undervalued.
Oh wait I got that backwards. However as I don't think that gold is overvalued it seems possible we are not in a tech bubble as bad as dotcom.
I say that as a bear sitting all in cash right now. I still think something is going to give way.

>>514055492
True, can't have it all in life. Just accept that things is what it is and keep going, you're only responsible for how you react to things and nothing else.

>>514048996
$4T company just goes under for missing earnings, lol
They should go under for having illicit sales into China.

>>514055196
Shareholders will buy the products retard. Billions of useless eaters dying off is objectively a good thing.

They've been doing shady stuff like leasing GPUs cheap to big AI firms to pump the numbers but reporting the leases as sales. You think Sam Altman is standing in line to buy the new GPU? LOL.

>>514048876 (OP)
>What happens if they miss on earnings tomorrow?
Is this even possible? GayEye is getting shilled harder than ever, so they must be making a fucking killing selling hardware. Sure, it's a bubble, but it doesn't seem like it's quite ready to pop yet. But then again, I don't really follow this stuff, so what do I know?

>>514054746
Nvda is gonna beat it by a low margin with the Chinese exemption being picked off. China just canceled orders for their new chips because what was superior technology China has surpassed while embargoed. They will keep making and producing their own chips
TL;DR: China has banned the NVIDIA H20 AI GPU, citing security concerns despite US export licenses allowing sales with revenue sharing. This move halts NVIDIA's H20 shipments and production for China, impacting trade amid ongoing US-China negotiations and suspensions of downgraded US AI chip exports until further notice.

Read more: https://www.tweaktown.com/news/107333/nvidia-h20-gpus-officially-banned-in-china-production-halted-indefinitely/index.html

>>514056364
>GayEye
A recent report said 95% of companies are seeing 0 benefit from AI.
This has caused a bunch of companies to stop investing in AI, and the ones who are still investing are trying to rush their products out the door asap, this is why Iowa and Texas both are having sudden meetings to talk about getting into massive contracts to install AI surveillance all over their cities.
So my guess is this earnings report will be somewhat lukewarm because they'll do their best to hide the fact that future sales/contracts are gone.
The next one will be horrific.

>>514056019
>$4T company
>4T

>>514048876 (OP)
you can't miss earnings selling shovels in a gold rush until people figure out there's only fools gold in the river. we're still at least a year off

>>514056755
Yeah that's pretty much what I was thinking. I've seen public sentiment about AI start to change, but that's only been in the last six weeks or so. I figure it will take the market a bit to catch up, but again, I'm a dumbass when it comes to this stuff so idk

>>514056209
> Shareholders will buy the products retard. Billions of useless eaters dying off is objectively a good thing.

You have to go back

>>514048876 (OP)
line go down a lot but then line go up a lot more
my trading plan: buy high, sell low

>>514048876 (OP)
It implies I hold the bag for a few months, which would suck balls hard. Lmao what have I done.

>>514048876 (OP)
nothing, its too big to fail at this point, its the golden goose of ai thats the mayor stock market bubble since dot com

>>514061077
> thats the mayor stock market bubble
Nvidia is mayor confirmed

Big miss likely because their GPU lease scam has fallen out of favor which will cause a massive selloff (Dow closes -1800 tomorrow), PCE dramatically higher than forecasted causing a continued bloodbath which will get worse the following Monday, blah blah blah September 75 basis point rate cut talks which causes the dollar to crater, AI house of cards falls apart and we enter a 30 month recession. Don't believe me? Look at my numbers.

Relatedly, biotech stocks are unaffected and may even rally because biotech isn't beholden to reality or the stock market at all. If you are holding some small cap biotech startup you're gonna do fine in my opinion as long as you have enough moneys in there

Dont bother with gold, fucking buy a house. Rates are going to plummet and people can't wait to refi or move the fuck out of their shacks. FL gets cheaper because people are stuck with extreme flood insurance otherwise if they can't sell, the midwest gets cheaper as people flood places like TN and MO. The northeast blah blah blah who cares. Buy a fucking house during this window you are about to have.

>>514062324
Thank you for your high iq analysis

>>514048876 (OP)
Nvidia=Mayor

>miss on earnings

Dude... Their products from 2-3 years ago are still selling on ebay for far above retail price. They print money.

>>514055979
looks like someone already saw the report

>>514063702
Someone always knows

>>514052213
Nvidia releases its quarterly earnings report tomorrow. There's a revenue expectation and if they miss it, the AI bubble might pop for real this time.

>>514048876 (OP)
Hopefully it crashes the global economy and all trade becomes impossible.

>>514055168
gold has given better returns this year than SPY has. still very undervalued too. GDX has only gone up this entire year.

keep in mind, gold was still going up before Trump was even elected. tariffs aren't going to help shit. gold is the only safe haven.

3000 US dollars for a super low quality disposable toy? the real question is why consumers havent sued Nvidia for selling overpriced garbage generations ago.

>>514054022
holy shit I didn’t know he partied with Macho Man

>>514055979
Things like this happen every quarter. It's just people minimizing risks for the more volatile days.

>>514049959
funny how none of these maga retards ever mention that

>>514048876 (OP)
I want to buy some office supplies.
But don't worry lads, it's political somehow, so offtopic shit is allowed.

>>514055008
It's gonna be fine.

>>514048876 (OP)
Can any gamblers itt give us a rundown of what the options markets are saying?

>>514064439
>flag

You don’t have a military so you’re reliant on America to protect you ie you’re not a real country you’re more like a daycare. The adults are talking here so go somewhere else.

>>514064562
NVM, I looked it up myself.
Sky-high IV on the short side with moderate IV on the long side seems to indicate traders are expecting a big downward move.

https://finance.yahoo.com/quote/NVDA/options/

>>514056019
Whats their cash flow - thats all that matters.

>>514048876 (OP)
>>>/biz/