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The biggest problem with AI right now  

created at   59   12  
An acquaintance's son is a researcher at a famous AI company,and he shared some bad news regarding AI.The bottom line is that they are currently failing to create profitable AI,which is the biggest problem right now,but major AI companies are all keeping q...

Can someone who knows a lot about wash sales please take a look? I want to cut losses on part of my Micron shares.  

created at   35   13  
I asked Gemini,and it said that doing a partial sale today won't trigger a wash sale.Can Gemini be wrong too?I started buying Micron on June 26th,and bought more on June 29th and July 1st.The last time I bought was July 1st,and today is August 11th,so Gemi...

Tech stock allocation ahead of retirement  

created at   55   11  
I’m officially two years away from retirement,but my portfolio seems to think I’m still a 25-year-old crypto bro.About 50% of my entire net worth is riding high on tech through QQQ.Sounds terrifying for a future retiree,right? Except I haven’t bought a ...

What a shock 😭 Google is down 4%: AI leadership has left again  

created at   50   6  
My heart almost jumped out of my chest this morning when I opened my portfolio and saw Google taking a casual -4% nosebleed.The headlines were screaming bloody murder: "Google AI in Crisis! Demis Hassabis Steps Down as DeepMind CEO! Jeff Dean Leaves!" Natu...

Leopold Aschenbrenner  

created at   68   5  
This is a 4-minute transcript from the July 30th broadcast of Fox Business,comparing the situation surrounding Leopold Aschenbrenner to the excessive leverage (investing through debt) of Korean investors.Just take a look ^^.** Hello everyone,good afternoon...

Amazon's earnings report is good news for semiconductors.  

created at   71   10  
📊 Amazon Q2 Earnings Key Highlights (Earnings Surprise).Net Sales: 200.6B (Up +20% YoY,beating market expectations of approx.196.7B)Operating Income: $27.5B (Up +43% YoY)AWS Cloud Revenue: $42.2B (+37% YoY explosive growth / Fastest growth rate recorded...

Reason for today's semiconductor surge: liquidation of situational awareness  

created at   69   20  
The fund called Situational Awareness,founded by Leopold Aschenbrenner,a 20-something former OpenAI employee,was previously mentioned in this stock forum.It is reported that news reached the stock market this morning that they liquidated (were forced to li...

Google... earnings are good, but it's plunging because they said they'll pour in more money...  

updated at   66   10  
Anxiety over whether earnings will justify pouring so much money in,and taking a step back since profits can't be realized immediately and we have to wait and see for a long time…. Google's stock price is plummeting…. What kind of future lies ahead? It's...

Two key points to watch for Google's earnings  

created at   76   2  
First,looking at the M7 stocks and Google with the daily price and volume analysis we've created so far using Claude code.Looking at Google's price analysis,it doesn't look very good.Ticker Overall buy / sell RSI(14) MACD MA Status ADX (Trend)QQQ Hold +1 4...

Is this also a talent? (Currently -40% on blue-chip stocks)  

updated at   71   6  
I started investing in stocks for the first time at the end of May (the problem was that my CD matured and I got a lump sum of money T_T).I've been investing in Microsoft,Google,Amazon,Nvidia,SPY,QQQ,DRAM,and FLKR in my own way,but I'm currently down 40%.I...

The reason why GOOG dropped today - Ongoing Legal Challenges in the EU  

updated at   2,080   1  
Google's Ongoing Legal Challenges in the EUGoogle is currently facing significant legal pressure,including a new lawsuit from the European Union,bringing the total number of active lawsuits to two.This latest legal action carries substantial financial impl...

Cancellation of Microsoft Datacenter Lease Agreement

Cancellation of Microsoft Datacenter Lease Agreement  

updated at   1,097   3  
.Concerns are raised about potential oversupply and the need to revise predictions regarding demand for OpenAI-related services.Meta's past approach of withdrawing or postponing projects at the final stage,citing facility and power delays,is cited as a pos...