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Stock Thread (38 Viewers)

Capella said:
So all the big earnings are done and seemed ok (at least the ones I care about). Hopefully Santa delivers this year and we end on some highs
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Rudolph will have to dodge at least two tariff tweets, short manipulation, and a couple of Wall Street morons on the way to your chimney.
 
The CEO of TJX Cos. said Wednesday the holiday shopping season is off to a “strong start” as the discounter behind T.J. Maxx, Home Goods and Marshalls issued fiscal third-quarter results that beat expectations on the top and bottom lines.

“The availability of merchandise continues to be outstanding, and we are excited about the deals we are seeing in the marketplace,” CEO Ernie Herrman said in a news release. He said TJX’s brands are “strongly positioned as gifting destinations for value-conscious shoppers this holiday season.”
 
BassNBrew said:
@MTskibum

Jensen says put this in your pipe and smoke it....

“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors on an earnings call. “From our vantage point, we see something very different.”
Click to expand...

Yup, AI isn't going anywhere. Sure, some companies won't make it, but this is not something firms will back off of.

Internally, it's reducing headcount for many, and will continue to do so. That's one big way its profitable.

Externally, it has become part of a product's very framework. It does not need to be directly profitable (to me that's always been the wrong way to look at it). Everytime someone uses AI and says "wow that's useful" (and it is), well, the bar was just raised again, and there's no going back. Customers will simply expect it, and honestly, want more. Companies are going to have to keep pushing it forward to simply survive.

Quick example: I was driving 10 hrs to see my dad in Florida last week. I asked siri to change my route so I went from 95 to 10 to 75 (instead of the 301 they all want you to take when going south to Tampa)... She couldn't understand the context of what I wanted. I was frustrated and even a bit disappointed, because ChatGPT and other AI's I use can better understand context. I simply expected this, and honestly, at that moment siri seemed old and quaint. And I'm pretty sure Apple knows this too.
 
BassNBrew said:
The CEO of TJX Cos. said Wednesday the holiday shopping season is off to a “strong start” as the discounter behind T.J. Maxx, Home Goods and Marshalls issued fiscal third-quarter results that beat expectations on the top and bottom lines.

“The availability of merchandise continues to be outstanding, and we are excited about the deals we are seeing in the marketplace,” CEO Ernie Herrman said in a news release. He said TJX’s brands are “strongly positioned as gifting destinations for value-conscious shoppers this holiday season.”
Click to expand...

A lot of this doesn’t necessarily bode well for the consumer in general. Doesn’t mean “bad,” but a discount retailer showing strength and talking about great deals for themselves isn’t a sign to go all in on the economy, either.
 
BassNBrew said:
@MTskibum

Jensen says put this in your pipe and smoke it....

“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors on an earnings call. “From our vantage point, we see something very different.”
Click to expand...
He was at the high-performance computing (hpc) conference this week in St. Louis. I was there as the lead for the three most high profile, quantum computing projects for computational sciences,for the Department of Energy. What makes this odd is he is a very aware of what DOE thinks about AI and why we are going towards quantum computing. My guess is he is playing both sides to see the outcome.

I’m wondering what it’s going to look like when the AI bubble bursts.
 
That good jobs report leading to less of a chance of a December cut is overwhelming everything virtuous Nvidia did for the markets.

Boo hiss for a strong jobs market.
 
Oracle said:
BassNBrew said:
@MTskibum

Jensen says put this in your pipe and smoke it....

“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors on an earnings call. “From our vantage point, we see something very different.”
Click to expand...
He was at the high-performance computing (hpc) conference this week in St. Louis. I was there as the lead for the three most high profile, quantum computing projects for computational sciences,for the Department of Energy. What makes this odd is he is a very aware of what DOE thinks about AI and why we are going towards quantum computing. My guess is he is playing both sides to see the outcome.

I’m wondering what it’s going to look like when the AI bubble bursts.
Click to expand...
Ellison also was there.

He hinted that he may be interested in running for president…🙃
 
Oracle said:
Oracle said:
BassNBrew said:
@MTskibum

Jensen says put this in your pipe and smoke it....

“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors on an earnings call. “From our vantage point, we see something very different.”
Click to expand...
He was at the high-performance computing (hpc) conference this week in St. Louis. I was there as the lead for the three most high profile, quantum computing projects for computational sciences,for the Department of Energy. What makes this odd is he is a very aware of what DOE thinks about AI and why we are going towards quantum computing. My guess is he is playing both sides to see the outcome.

I’m wondering what it’s going to look like when the AI bubble bursts.
Click to expand...
Ellison also was there.

He hinted that he may be interested in running for president…🙃
Click to expand...
Username checks out?
 
Bob Sacamano said:
Oracle said:
Oracle said:
BassNBrew said:
@MTskibum

Jensen says put this in your pipe and smoke it....

“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors on an earnings call. “From our vantage point, we see something very different.”
Click to expand...
He was at the high-performance computing (hpc) conference this week in St. Louis. I was there as the lead for the three most high profile, quantum computing projects for computational sciences,for the Department of Energy. What makes this odd is he is a very aware of what DOE thinks about AI and why we are going towards quantum computing. My guess is he is playing both sides to see the outcome.

I’m wondering what it’s going to look like when the AI bubble bursts.
Click to expand...
Ellison also was there.

He hinted that he may be interested in running for president…🙃
Click to expand...
Username checks out?
Click to expand...
Sorry Kid. You Got The Gift, But It Looks Like You're Waiting For Something.
 
Capella said:
Todem said:
META

Bat Signal

Accumulation here again add more and more and more. On sale everyone. Cheapest titan tech stock right now……love this.
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You still love nvda? (I do)
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Oh absolutely next 3-4 years it will keep ripping.

We are in the early innings of the entire AI build out.

Our lives in 10 years will absolutely be different because of AI for better and for worse.

I said it two years ago and will say it again.

This is going to be the biggest life changing technology since electricity.

Yeah that impactful.

But in speaking about NVDA it’s not on sale.

META absolutely is. Said the same thing about GOOGL way back and that Philly has ripped
 
kevzilla said:
I bought META shortly before the close. I was dithering, but Todem kicked me into gear.
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Yeah, hard to go wrong here with Meta and Amazon in particular here imo. Both are now down for the year and have had a year’s worth of growth in the mean time. Not to say they can’t go lower but these two in particular I’ll be buying more every 3% further drop.
 
Ridgeback said:
steelerfan1 said:
In for 1 more META, AXON and some TTD.
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Careful with TTD. I was foolish to buy in the mid 50's. I work in dgital media sales for one of the biggest national companies and it's churn city. Lots of trepidation from all sizes of businesses buying right now.
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I wouldn't buy TTD, Google has YouTube and Amazon has Prime Video, TTD doesn't own any inventory, they are behind the others> All marketers are buying Prime and they have to use Amazon's DSP to do so and same with Google with DV360.
 
culdeus said:
Amazon should just change their name to Prime AI or something.
Click to expand...
Well since you asked....

Amazon’s 14,000-plus layoffs announced last month touched almost every piece of the company’s sprawling business, from cloud computing and devices to advertising, retail and grocery stores. But one job category bore the brunt of cuts more than others: engineers.

Documents filed in New York, California, New Jersey and Amazon’s home state of Washington showed that nearly 40% of the more than 4,700 job cuts in those states were engineering roles. The data was reported by Amazon in Worker Adjustment and Retraining Notification, or WARN, filings to state agencies.


The figures represent a segment of the total layoffs announced in October. Not all data was immediately available because of differences in state WARN reporting requirements.

In announcing the steepest round of cuts in its 31-year history, Amazon joined a growing roster of tech companies that have slashed jobs this year even as cash piles have mounted and profits soared. In total, there have been almost 113,000 job cuts at 231 tech companies, according to Layoffs.fyi, continuing a trend that began in 2022 as businesses readjusted to life after the Covid pandemic.

Amazon CEO Andy Jassy has been on a multiyear mission to transform the company’s corporate culture into one that operates like what he calls “the world’s largest startup.” He’s looked to make Amazon leaner and less bureaucratic by urging staffers to do more with less and cutting organizational bloat.

Amazon is expected to carry out further job reductions in January, CNBC previously reported.


The company said it’s also shifting resources to invest more in artificial intelligence. The technology is already poised to reshape Amazon’s white-collar workforce, with Jassy predicting in June that its corporate head count will shrink in the coming years alongside efficiency gains from AI.


Human resources chief Beth Galetti, in her memo announcing the layoffs, focused on the importance of innovating, which the company will now have to do with fewer people, specifically engineers.

“This generation of AI is the most transformative technology we’ve seen since the Internet, and it’s enabling companies to innovate much faster than ever before,” Galetti wrote. “We’re convinced that we need to be organized more leanly, with fewer layers and more ownership, to move as quickly as possible for our customers and business.”

Amazon said in a statement that AI is not the driver behind the vast majority of the job cuts, and that the bigger goal was to reduce bureaucracy and emphasize speed.

Jassy said on Amazon’s earnings call last month that the cuts were in response to a “culture” issue inside the company, spurred in part by an extended hiring spree that left it with “a lot more layers” and slower decision-making.

The layoffs impacted a mix of software engineer levels, but SDE II roles, or mid-level employees, were disproportionately affected, the WARN filings show.

The AI boom is making software development jobs harder to come by as companies adopt coding assistants or so-called vibe coding platforms from vendors like Cursor, OpenAI and Cognition. Amazon has released its own competitor called Kiro.
More than 500 product managers and program managers were eliminated as part of the layoffs, based on records from the states with WARN notices, representing more than 10% of the total. Senior manager and principal level roles were also swept up in the cuts, the filings show.

As part of the broader belt-tightening, Amazon has sought in recent years to curtail investments in some of the company’s more experimental or unprofitable initiatives. It sunset a telehealth service, kids video calling device, fitness wearable and several brick-and-mortar retail chains.

Amazon’s video game division was targeted in the company’s latest layoff wave, California WARN filings show. Steve Boom, vice president of Audio, Twitch and Games, told staffers in a memo viewed by CNBC that “significant role reductions” would occur in its San Diego and Irvine, California, game studios, as well as within its central publishing team.

Amazon spends billions on AI arms race as it guts corporate ranks

Game designers, artists and producers made up more than a quarter of the total cuts in Irvine, and they were roughly 11% of staffers laid off at Amazon’s San Diego offices, according to filings.

The company also told staffers it’s halting much of its work on big-budget, or triple A, game development, specifically around massively multiplayer online, or MMO, games, Boom wrote. Amazon has released MMOs including Crucible and New World. It was also developing an MMO based on “Lord of the Rings.”

Beyond its gaming division, Amazon also significantly cut back its visual search and shopping teams, according to multiple employee posts on LinkedIn. The unit is responsible for products like Amazon Lens and Lens Live, AI shopping tools that enable users to find products via their camera in real time or images saved to their device. The company rolled out Lens Live in September.

The team was primarily based in Palo Alto, California, and Amazon’s WARN filings indicate that software engineers, applied scientists and quality assurance engineers were heavily impacted across its offices there.

Amazon’s online ad business, one of its biggest profit centers, was downsized as well. More than 140 ad sales and marketing roles were eliminated across Amazon’s New York offices, accounting for about 20% of the roughly 760 positions cut, according to state documents viewed by CNBC.
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Finally pulled the trigger on some CRWV after doing more research. Their options are trading richly so decided to sell Dec 19th puts instead of buying shares outright. At-the-money puts with $65 strike sold at $7.70 per. That's a 12% premium on $6500 collateral for four weeks. I'm in.
 
Sand said:
Doubled down on CRCL, bought some META (sheeple move here, but being a sheeple got me EXC and CEG, so sheeple I am).
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The Sheeple has been selling META. I go against the Sheeple......that's how we make money.

By "Sheeple move" you mean blindly following my suggestion? LOL
 
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