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All beats today..yet we are vwey red

Posted on 11/4/25 at 6:15 am
Posted by Jjdoc
Cali
Member since Mar 2016
55359 posts
Posted on 11/4/25 at 6:15 am
Make it make sense
Posted by FLObserver
Jacksonville
Member since Nov 2005
15715 posts
Posted on 11/4/25 at 6:39 am to
Other than A.I. related stocks everything else seems to be struggling for the year. If A.I. buying starts a reversal then lookout below. Consumer related stocks have been hit hard and still headed lower. Next year could get rough with sky high inflation, job losses etc... I'm usually not this negative but its getting tough out there for the average middle class.
This post was edited on 11/4/25 at 6:42 am
Posted by GeauxTigers777
Member since Oct 2007
1590 posts
Posted on 11/4/25 at 6:50 am to
The S&P is up 17%. How is every thing struggling?
This post was edited on 11/4/25 at 6:53 am
Posted by FLObserver
Jacksonville
Member since Nov 2005
15715 posts
Posted on 11/4/25 at 7:03 am to
I misspoke on the first part . You are correct on the S&P but when i met hard hit was mostly Consumer related stocks. Just think next year could get interesting is all.
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 11/4/25 at 7:04 am to
Posted by BillysIsland
Member since Aug 2025
987 posts
Posted on 11/4/25 at 7:06 am to
75% of that is due to AI. With all the bearish sentiment getting memed lately and bubble talk I think it is making some antsy.

Without the AI sector we would be in a recession though, so if that sector corrects even some..
Posted by bigjoe1
Member since Jan 2024
1408 posts
Posted on 11/4/25 at 7:18 am to
A lot of liquidation in AI plus, the rare earths trade looks like it's falling apart.
Posted by cgrand
HAMMOND
Member since Oct 2009
46155 posts
Posted on 11/4/25 at 7:41 am to
well…if you were waiting to buy, nows the time.
Posted by topherbrown21
Baton Rouge
Member since Aug 2017
425 posts
Posted on 11/4/25 at 8:44 am to
Average person can't afford Chipotle
Posted by TxWadingFool
Middle Coast
Member since Sep 2014
5325 posts
Posted on 11/4/25 at 8:57 am to
Given what my MPC and NBIS have done today, I don't think I'll be opening that window back up for a bit
Posted by TDFreak
Coast to Coast - L.A. to Chicago
Member since Dec 2009
8842 posts
Posted on 11/4/25 at 10:01 am to
A lot of talk about the fourth Hindenburg Omen triggering in the last 30 days.

And last week's ON RRP spike has a lot of folks wondering if something is amiss under the radar.


Or is this all a psyop to get everyone to sell at the low when we all should be buying?
Posted by cgrand
HAMMOND
Member since Oct 2009
46155 posts
Posted on 11/4/25 at 10:21 am to
they want your shares



millions of dollars in QQQ puts were bought yesterday, not overnight...during the trading day

This post was edited on 11/4/25 at 10:25 am
Posted by wiltznucs
Apollo Beach, FL
Member since Sep 2005
9228 posts
Posted on 11/4/25 at 12:14 pm to
quote:

The S&P is up 17%. How is every thing struggling?


Many of those beats are almost entirely the result of layoffs/payroll reduction. Not actual growth.

The $USD is down 10-11%. Most say that by time you consider that devaluation the market is only up 3-4.5% on the year. Making it the weakest positive gain in a decade?
This post was edited on 11/4/25 at 12:15 pm
Posted by DarthRebel
Tier Five is Alive
Member since Feb 2013
24538 posts
Posted on 11/4/25 at 12:17 pm to
quote:

Average person can't afford Chipotle


I just had Chipotle, I am above average
Posted by BCvol
Member since Jan 2022
119 posts
Posted on 11/4/25 at 2:25 pm to
lost momentum with the shutdown and China fiasco, Social media is nonstop AI bubble talk and all sorts of gloom and doom. I'm going to hunker down and hold what I have and add to some that look favorable. It will pop at some point and I hope to be prepared.
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 11/4/25 at 3:10 pm to
quote:

Make it make sense

Valuations are too high, thus expectations are too high.
Posted by Boomer Rick
Member since Apr 2021
334 posts
Posted on 11/4/25 at 4:27 pm to
Financials and industrials are doing very well (not so much today, but the earnings for both sectors have been very good).
This post was edited on 11/4/25 at 4:29 pm
Posted by Boomer Rick
Member since Apr 2021
334 posts
Posted on 11/4/25 at 4:32 pm to
I watched the entire video. Gerstner is a shrewd investor and I’m a big fan of his.

While Altman may be building the next mag 7 company he is difficult to like. I don’t think that response was a red flag, Altman is just a prick.
Posted by CecilShortsHisPants
One Foty Fo uh uh Magnolia Screet
Member since Oct 2012
3608 posts
Posted on 11/4/25 at 4:43 pm to
[quote]Valuations are too high[/quote

This.
PLTR is trading like it’s freaking ExxonMobil
Posted by Free888
Member since Oct 2019
2845 posts
Posted on 11/4/25 at 4:56 pm to
Gerstner’s not wrong. NVidia is one of the few AI companies that doesn’t need OpenAI. Tesla/XAI may be another since Musk can’t stand Altman. Everyone could get hammered is something goes wrong.
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