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Started By
Message
Oracle reportedly lost $100M last quarter from its Nvidia Blackwell rental business
Posted on 10/7/25 at 10:33 am
Posted on 10/7/25 at 10:33 am
And so it begins....
We call this a sign
Buffett Indicator at an all time high
]
Buckle up kids, it's not different this time
We call this a sign
Buffett Indicator at an all time high
]
Buckle up kids, it's not different this time
This post was edited on 10/7/25 at 10:42 am
6
Posted on 10/7/25 at 10:56 am to Toxic Dude
Norway is back
Posted on 10/7/25 at 11:03 am to Toxic Dude
Yea after reading the details on both this and the wacky AMD deal (which isn’t really a deal) I decided to bail out of everything. I may miss some additional gains, but I have some big expenses coming up in December and after making ~23% YTD… I’m out. Not gonna pretend like I know when the ride will end, but just got too spooked.
Tax season is gonna suck though
Tax season is gonna suck though
Posted on 10/7/25 at 11:04 am to JohnnyKilroy
quote:
Norway is back
Don't know that that means.
But yeah, ORCL, QQQ's, Bitcoin didn't really just take a huge dump on this breaking news.
Don't shoot the messenger
Posted on 10/7/25 at 11:06 am to Toxic Dude
The “buffet indicator” hasn’t been this alert since that time he was on Epstein’s plane
Posted on 10/7/25 at 11:06 am to DB_tiger
quote:
Yea after reading the details on both this and the wacky AMD deal (which isn’t really a deal) I decided to bail out of everything. I may miss some additional gains, but I have some big expenses coming up in December and after making ~23% YTD… I’m out. Not gonna pretend like I know when the ride will end, but just got too spooked.
Tax season is gonna suck though
Red Flags are everywhere.
Feels like 1999/2000.
This circle jerk investing between ORCL, OpenAI, NVDA just screams fraud.
This same stuff happened in the .COM bubble.
I remember people ignoring the signs because they wanted to believe CSCO/INTC would go parabolic forever.
This post was edited on 10/7/25 at 11:17 am
Posted on 10/7/25 at 11:34 am to Toxic Dude
I feel like half the airtime on CNBC revolves around a discussion that we are in a bubble and if you don’t know it you are dumb.
Message board losers regurgitate it as well.
It’s not a contrary opinion if most believe it.
Message board losers regurgitate it as well.
It’s not a contrary opinion if most believe it.
Posted on 10/7/25 at 11:41 am to Boomer Rick
quote:
I feel like half the airtime on CNBC revolves around a discussion that we are in a bubble and if you don’t know it you are dumb.
Message board losers regurgitate it as well.
It’s not a contrary opinion if most believe it.
Actually CNBC Analysts constantly speak about how we aren't in a bubble.
Because they don't want to sell until next year, and they want to keep prices inflated through the end of the year.
CNBC constantly parade Tom Lee and Dan Ives, guys who predict everything is going to eleventy billion.
And yeah, anyone that thinks we are in a bubble is a "message board loser"
Truth is the reason people like you get so triggered about bubble talk is because you're afraid they're right.
Otherwise it wouldn't bother you.
This post was edited on 10/7/25 at 11:46 am
Posted on 10/7/25 at 11:49 am to Toxic Dude
The AI spend will slow and things will pull back, pause (it may get scary) and then go back up. Everyone knows this.
You offer nothing meaningful.
You offer nothing meaningful.
Posted on 10/7/25 at 12:01 pm to Boomer Rick
quote:
You offer nothing meaningful.
quote:
Boomer Rick
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Posted on 10/7/25 at 12:12 pm to Toxic Dude
quote:I'm not convinced that you have any idea what you're talking about.
Toxic Dude
Posted on 10/7/25 at 1:01 pm to Toxic Dude
quote:
Let us look back in time
You use the same images and same catch phrase. Change it up you fricking moron of an alter
Posted on 10/7/25 at 1:25 pm to DarthRebel
you'll know its norway when he starts gloating about all the mag-7 short sales he is winning
Posted on 10/7/25 at 9:05 pm to Toxic Dude
quote:We are in a bubble and it doesn’t matter. The S&P is the de facto savings account for most Americans. So, money flows into it at the rate that money flows in general. Bonds aren’t a real option anymore and everyone knows it.
Red Flags are everywhere. Feels like 1999/2000.
Posted on 10/8/25 at 5:55 am to beaverfever
I think you’re right. This is my thinking when it comes to flash crashes and V shaped recoveries.
Now a real recession? That could be a different story.
Now a real recession? That could be a different story.
Posted on 10/8/25 at 9:34 am to beaverfever
quote:
We are in a bubble and it doesn’t matter. The S&P is the de facto savings account for most Americans. So, money flows into it at the rate that money flows in general. Bonds aren’t a real option anymore and everyone knows it.
401K's also made the stock market a political issue.
If the stock market drops you have every yahoo in the country with 1 share of NVDA screaming "Dey betta git this stock market fixed if dey wunt muh vote"
Posted on 10/8/25 at 10:11 am to Toxic Dude
quote:
Toxic Dude
Seriously, why are you not using your Norway login? You lose even more respect, by starting up another account.
Man up and login in with the other one, nobody is going to take you seriously if you do not
Posted on 10/8/25 at 10:18 am to Toxic Dude
For those who lived in the 1970s, how is this market different than the “Nifty 50” crash of back then?
The S&P500 is pretty much supported by “buy and hold” stocks which are valued at multiples higher than their actual production.
I think the top 10 companies in the S&P500 account for ~35-40% of the entire market, all largely AI backed.
That appears eerily similar to what I read about the ‘72-76 crash.
The S&P500 is pretty much supported by “buy and hold” stocks which are valued at multiples higher than their actual production.
I think the top 10 companies in the S&P500 account for ~35-40% of the entire market, all largely AI backed.
That appears eerily similar to what I read about the ‘72-76 crash.
Posted on 10/8/25 at 10:18 am to DarthRebel
quote:
Seriously, why are you not using your Norway login
1. I'm not Norway
2. You think I care what you think?
Posted on 10/8/25 at 10:52 am to Toxic Dude
quote:
1. I'm not Norway
Yes, you are and we all know it. Heck Norway could of been an alter of Gumbo Gary actually.
Gumbo Gary
Norway
Toxic Dude
quote:
2. You think I care what you think?
No worries, we all know you are the dipshit that posted as Norway. It is kind of mutual. A bit of advice my young moron - do not use the same images and catch phrases. Bless your heart amatuer.
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