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Stock Thread (8 Viewers)

kevzilla said:
UAMY made out with $5 for a while today. Mostly, this is anticipation of a government stake, right? You can't hide your lyin' eyes, DOD.
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If you watched the Bloomberg interview, that was the speculation. Gary Evans is straight out of central casting for a CEO in favor with this administration and I'll leave it at that.
 
Capella said:
Super annoying we have to wait 2 weeks later than most big tech for NVDA’s earnings and then they take their time on the actual after hours to drop it.
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I just want to know where all these black crocodiles that he had killed for his jackets reside.
 
Capella said:
The Z Machine said:
identikit said:
So another round of the NVDA effect is on the horizon...
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What mean this?
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I assume nvda is alright so everything will be alright
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if they secure the China deal (if the US administration allows it, that is) it's going to go ballistic again I think

but even if not, none of the competitors are even in the ballpark yet

Their major hurdle is supply chain, from what I've been able to find. This is why I love ASML. They make the machines that Nvidia (and everyone else) use to make the chips.
 
urbanhack said:
And Mongo DB. wow
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MongoDB sucks.

It is easy to implement and works well with entity framework and angular which is why it is being used however it then increases overhead for all the basic day to day tasks like reporting or correcting data.

THe large application in our company who used mongo db then had to spend a year creating a program that converts it into sql.

Good for them though, they will continue to grow because management is short sighted and cares more about the next quarter than the next year.
 
Appeals court strikes down tariffs, likely heading to the Supreme Court. Not sure if the market will shrug that off or move 2% in who knows which direction. I tend to think that markets do not like uncertainty so I'll be in the -1% camp. We'll need to wait until Tuesday to see. Announcement probably timed intentionally.

Tariffs
 
pecorino said:
Appeals court strikes down tariffs, likely heading to the Supreme Court. Not sure if the market will shrug that off or move 2% in who knows which direction. I tend to think that markets do not like uncertainty so I'll be in the -1% camp. We'll need to wait until Tuesday to see. Announcement probably timed intentionally.

Tariffs
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What uncertainty?
 
Bob Sacamano said:
pecorino said:
Appeals court strikes down tariffs, likely heading to the Supreme Court. Not sure if the market will shrug that off or move 2% in who knows which direction. I tend to think that markets do not like uncertainty so I'll be in the -1% camp. We'll need to wait until Tuesday to see. Announcement probably timed intentionally.

Tariffs
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What uncertainty?
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Weeks or months of uncertainty about the legality of tariffs while the Supreme Court decides if they can be imposed as they had. And if they were illegally imposed then what happens to all of the tariffs that have been collected to this point? Do we need to repay them? It could be a mess.
 
pecorino said:
Bob Sacamano said:
pecorino said:
Appeals court strikes down tariffs, likely heading to the Supreme Court. Not sure if the market will shrug that off or move 2% in who knows which direction. I tend to think that markets do not like uncertainty so I'll be in the -1% camp. We'll need to wait until Tuesday to see. Announcement probably timed intentionally.

Tariffs
Click to expand...
What uncertainty?
Click to expand...
Weeks or months of uncertainty about the legality of tariffs while the Supreme Court decides if they can be imposed as they had. And if they were illegally imposed then what happens to all of the tariffs that have been collected to this point? Do we need to repay them? It could be a mess.
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I'd guess most people feel pretty certain about how that's going to end.
 
Sparky Polastri said:
Bob Sacamano said:
pecorino said:
Appeals court strikes down tariffs, likely heading to the Supreme Court. Not sure if the market will shrug that off or move 2% in who knows which direction. I tend to think that markets do not like uncertainty so I'll be in the -1% camp. We'll need to wait until Tuesday to see. Announcement probably timed intentionally.

Tariffs
Click to expand...
What uncertainty?
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Just for starters:

1. Will SC uphold them?
2. If not, will they go to Congress to get them passed (yes...like use the actual process that's in place)
3. Will Congress pass them now that their individual names are on the line?

There are dozens of questions that would need to be answered and most of them stem from the "ok, now what?" part of the equation. If there's a person out there saying they know how this is all going to go or that the markets have already figured it all out and it's baked in, I have some snowballs in hell to sell them.
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1. Yes

Fin
 
I think if the tariffs get canceled, the markets are going to explode. If nothing else, just from the Mag7 and the savings they'll realize in the near future. For the rest, I think tariffs (and the uncertainty surrounding them) are holding a lot of companies back (earnings/forecast wise). Big boys like Walmart etc are just starting to hit the point where they have to decide if they eat the tariff effects and keep prices the same and take a hit on profits or pass the buck on to customers. Looking at consumer spending, my guess is they eat the tariffs. But smaller companies won't be able to do that as easily. The pre-ordered inventory that everyone ordered in the spring is now gone for the most part and it's time to restock. On top of that, they also just removed the $800 order starting point for tariffs, so ALL orders will be tariffed now. I've been reading since the jump that these tariffs were not legal (tho it's debated among legal scholars), so interested to see how the SC rules. They have to buy groceries too. And clothes and cars and computers and etc. etc. Also read this week that a lot of small companies (affected by tariffs) are now canceling those small orders ($800 and under, which were previously exempt). Why? Because they have no way (logistically, etc.) to collect tariffs on the orders. Almost like this plan was put in place without any forethought whatsoever.🤔
 
Another little reading nugget re: gold, and strengthens my bullishness on gold and good gold mining companies like Newmont:

A major milestone for gold. For the first time in nearly 30 years, foreign central banks officially hold more gold than U.S. Treasury debt as a percentage of reserves. As the chart below highlights, this shift from Treasuries to gold began roughly 10 years ago, and accelerated after the U.S. seized Russia’s reserves following the start of the war with Ukraine. If gold is resuming its role as the world’s preferred reserve asset, history suggests it has much further to run.
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Orange&Blue said:
Going to be a red day
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The market hates uncertainty - IMO the tariff decision should be good for profits/markets in the long run, but it looks like a good excuse for markets to take some profit off, so that's what's happening. There is definitely some froth (IMO) in the markets at the moment.

FBG Moderator said:
Please drop the politics
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Huh, must have missed something over the weekend.

Keep it green, folks! :moneybag: :moneybag: :moneybag:
 
Sand said:
Orange&Blue said:
Going to be a red day
Click to expand...
The market hates uncertainty - IMO the tariff decision should be good for profits/markets in the long run, but it looks like a good excuse for markets to take some profit off, so that's what's happening. There is definitely some froth (IMO) in the markets at the moment.

FBG Moderator said:
Please drop the politics
Click to expand...
Huh, must have missed something over the weekend.

Keep it green, folks! :moneybag: :moneybag: :moneybag:
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Yeah, well.....the tariff news was pretty big, but we can't talk about it in here, so, whatever.

Imagine not being able to talk about the weather in the shark pool when trying to wager on a game. I understand why, but it's pretty hard to talk about investing in a volatile market like this without discussing a major event that shapes direction. The people reporting it need to look hard in the mirror.
 
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