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SAM ALTMAN.ZIP

Bad news for semiconductors  

created at   6   5  
There is never a quiet day.TT I brought the content of the article below.Will this act as a major negative factor for semiconductors???? TT.Recently,Anthropic CEO Dario Amodei suggested pacing (slowing down) AI development,and Elon Musk and Sam Altman (Ope...

Semiconductors are now meme stocks.  

created at   85   14  
Because earnings are far away,while supply and demand are right in front of us.Therefore,semiconductor stock prices can change constantly,so do not make a fuss when they go up,and stop talking nonsense like wanting to commit suicide when they go down.Semic...

Is SpaceX a stock that will move in the same sector as data centers and semiconductors due to AI?  

created at   83   1  
I am thinking of buying the inverse stock (SPCG) because I feel it is overvalued in the short to medium term and there are upcoming lock-up shares,but it also seems risky if it continues to move together with semiconductors.AI views the stock price negativ...

It's fun watching semiconductors go up.  

created at   84   5  
The fundamentals haven't changed,but they drove the price down with all kinds of excuses,and now during the pump,they bring back the same logic and make a big fuss.I guess I shouldn't have listened to them when buying stocks.It seems just riding the moment...

The semiconductor boom is now over... What will be the next sector?  

created at   99   5  
It seems the frantic craze around semiconductors (Micron,SanDisk,Intel,etc.) is already over,with big players including Trump having pumped it up and cashed out,leaving mostly retail investors stuck at the peak holding on.What do you think will be the next...

SPCX rising for some reason  

created at   95   10  
Out of nowhere,SPCX decided to wake up today and randomly jump over 12%.There was no groundbreaking news or massive press release—just the market apparently realizing that the lock-up expiration wasn't the apocalyptic event everyone feared.Right now,I’m ...

Leopold Aschenbrenner  

created at   136   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...

Ah… so this is why some people commit suicide…  

created at   99   16  
I'm such a coward and can't read the market at all—stocks drop despite good earnings and rise even when interest rates go up.Not knowing what to follow,I just watched for a few days,and after hearing that semiconductors were crashing,of all days,yesterday...

Amazon's earnings report is good news for semiconductors.  

created at   125   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   128   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...

Semiconductors and memory are expected to decline tomorrow as well.  

created at   108   4  
Hynix is plummeting after earnings.Samsung Electronics is falling along with it.Memory stocks are also plummeting during the US overnight session.I'm even scared to average down starting tomorrow.As expected,index funds seem to be the answer.I guess I shou...

The biggest problem with AI right now  

created at   104   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...

For those who have been holding PLTR since the IPO, what are your plans?  

updated at   108   1  
I have held PLTR ever since it went public.Even when it was mocked with the nickname "Run Away Quickly," I just left it alone. Since then,it has gone up a lot.It has been stagnant lately,but when I think about back then,I am glad it has grown so much. I ha...

Morgan Stanley's Shawn Kim wrote another negative report on semiconductors (memory) lol  

created at   110   6  
This is the person who shocked the market by writing an extremely negative "Winter is Coming" report about the semiconductor industry that was poised to do well in 2024,cutting Hynix's target price in half.only for semiconductor stocks to soar right after,...

Ultimately, I think Trump will ruin the American economy, including the stock market  

created at   3,610   7  
As everyone knows,the stock market's biggest fear is uncertainty,and right now,there's nothing more frightening or unpredictable than Trump and Elon Musk's actions.There's never been anything like this in American history.You could call it reform,or you co...

Cancellation of Microsoft Datacenter Lease Agreement

Cancellation of Microsoft Datacenter Lease Agreement  

updated at   1,147   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...