If you have a large $NBIS position, I honestly don’t see much reason to rotate into something else or overtrade your portfolio over the next 4 years.
Most likely, you’ll just lose money trying to be too clever.
And in the best-case scenario, you may only end up matching what $NBIS could deliver by simply holding.
Maybe we should just sell the memory. Business dying? No growth? No one needs it anymore?
I guess we're not bearish enough?
$SKHynix $SSNLF $MU $SNDK $KXIAY $STX $WDC
if the cxmt memory FUD sends memory stocks down even more than 2% I will personally pack my bags and move back to Korea to reinstate my citizenship so I can go ALL IN on SK Hynix you do not understand where we are headed trust me nephew
@Jake__Wujastyk Well yeah, if Trump allows this, the whole market will collapse that’s exactly what Trump wants. He doesn’t want to keep talking about how the market grew under him, he doesn’t want to make money on his investments, and of course he wants a crushing defeat in the fall.
@SouthernValue95 It literally doesn't matter? CXMT cannot satisfy China demand this decade. So there's 0nreason besides the small price arbitrage. It's like bannin Iranian oil. India and China buy it anyways, but price diff is less
@SouthernValue95 It literally doesn't matter? CXMT cannot satisfy China demand this decade. So there's 0nreason besides the small price arbitrage. It's like bannin Iranian oil. India and China buy it anyways, but price diff is less
I don't think we're all going to die.
This selling looks mostly mechanical/rebalancing, plus the usual quarterly "is AI a bubble" rehash & boomers freaking out over unlikely hikes. Anxious narratives pile on from there.
Selling into one MA, buying another. Still healthy to me.
Market red.
$NBIS data center ASMR on.
Breathe. Zoom out. Everything will be fine.
Data Center ASMR: One Hour of Real Sounds From Inside Nebius https://t.co/hvlC45HOMX via @YouTube