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Featured Replies

On 7/28/2025 at 10:33 AM, ImNotMarkinson said:

It's balanced against the news that Aug 1 is real tariff date.  I bet that ends up pushing things downward.  Imma take a quick cash position with a plan to get back in on Aug 2 or so.

managed to save a couple percent on my SPYs.

 

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  • That's why I'm out. There is no end game, IMO. This has to be fixed outside of the market and I got too nervous about what that entails for retail investors. They will always be last on the list, if o

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  • I'm not a financial advisor. This is not financial advise. I don't work in finance. I do not have a degree in finance. Actually, I have a BA and I'm bad at math past Cal I. I won't apologize for the l

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4 minutes ago, ImNotMarkinson said:

managed to save a couple percent on my SPYs.

 

image.png.4e9f53a5c839c9f23cd64f47e60f551d.png

make sure to call your shot when you buy back in.

Deer Popcorn GIF

Just now, Incredulity said:

make sure to call your shot when you buy back in.

Deer Popcorn GIF

i just did.  i was showing S&P where i left and where i got back in.

 

i bet on one stupid thing:  TACO was seeping into the national consciousness, and trump can't afford to look like anything but tough.  so this time there would be no extension.

1 minute ago, ImNotMarkinson said:

i just did.  i was showing S&P where i left and where i got back in.

 

i bet on one stupid thing:  TACO was seeping into the national consciousness, and trump can't afford to look like anything but tough.  so this time there would be no extension.

Got it.

I was following the estimated timeline of your original post.  Aug 2 to return, so I assumed you were still cash.

 

 

took the savings and scooped up AMZN after its cliff dive.  trading within an IRA here, which fees like cheating.  you can do all this stuff and not have to deal with tax consequences.

18 hours ago, Tailgate said:

I grabbed RDDT this morning before earnings. This company is poised for serious growth in a world of AI coming hard. You have millions of post and users and topics all from real people….that value will not go unnoticed now and well into the future.

where can i send my 9.95?

31 minutes ago, ImNotMarkinson said:

I bet on one stupid thing:  TACO was seeping into the national consciousness, and trump can't afford to look like anything but tough.  so this time there would be no extension.

IMG_0435.jpeg.dd2082b314c3dbc335836ab14a0ec925.jpeg

Just now, ImNotMarkinson said:

got dam. 20%

something something beta.

47 minutes ago, ImNotMarkinson said:

managed to save a couple percent on my SPYs.

 

image.png.4e9f53a5c839c9f23cd64f47e60f551d.png

Gotta love claiming victory 1 day into the "post tariff" era - now what you gonna du with all that uninvested capital?

1 minute ago, Wally Fairway said:

Gotta love claiming victory 1 day into the "post tariff" era - now what you gonna du with all that uninvested capital?

buy low, sell high.  it's my secret strategy.

2 hours ago, LurkingHorn said:

The next inflation report just got a whole lot more interesting. Jobs showing signs of cracking already and then if inflation ticks higher on top of that? Yowza. 

This is what I am afraid of.  And what the Fed is afraid of.  I wanted to buy a bunch of August 1st PLTR calls, but was nervous about the report and tariff implementation on.  Going to be interesting to see how the market reacts. I am especially interested to see PLTR earnings, against what is going on in the market? I'm conflicted as I think they will report well.  But good news on a potentially down day?  Who knows.  

 

20 hours ago, Tailgate said:

I grabbed RDDT this morning before earnings. This company is poised for serious growth in a world of AI coming hard. You have millions of post and users and topics all from real people….that value will not go unnoticed now and well into the future.

Yeah the underlying AI data trove.  I was surprised it shot up so fast but honestly even more surprised on the retreat after the advance?  IF your bet is the data, then that did not change. So oversold. Nice premarket move.  You good call got me looking at options on the steep rise.  selling Sept $200 calls @ 15.50 looks lucrative as well on those shares.  As these big bounces usually pull back a little naturally.  But always nice to see one of your tickers on biggest gainers of the day!  

 

Maybe RDDT will join NVDA as the 2nd company to make money off of AI

9 hours ago, WBT said:

Maybe RDDT will join NVDA as the 2nd company to make money off of AI

Who knew shit posting was so valuable. Nobody tell imma!

18 minutes ago, Coelenterate Fuccboi said:

AI pulling from Reddit… what could go wrong?

Too bad eskimo took over cause the collective bailed on much better content from the old site. Imma sitting on a goldmine if fn Reddit getting paid. AI trained off UT boards should be worth multiple of that crap. 

I’m not a financial advisor. If I was all of my clients would be holding Reddit as one of their largest positions. HI (Human Intelligence). We are in the very early stages of this game and this company is the Nvidia of HI. We can possibly repost this later if you want to maybe next year or the year after but we’re talking about a multiple banger here. But again, I’m not a financial advisor. I just like to stay at a Holiday Inn Express.

ULTY had a nice position in Reddit, so yay for me. Been banned at least 4x from Reddit over the years so I like to think I contributed

Should I have taken a picture, it just got back from Maine, and in several of the touristy main streets, all the shops had big new signs in the windows with Canadian and American flags, said something like “we welcome our Canadian friends.” They’re feeling it up there for sure.
So, I dunno…short your position in schlocky T-shirts with mooses and such on em.

50 minutes ago, Brisketexan said:

Should I have taken a picture, it just got back from Maine, and in several of the touristy main streets, all the shops had big new signs in the windows with Canadian and American flags, said something like “we welcome our Canadian friends.” They’re feeling it up there for sure.
So, I dunno…short your position in schlocky T-shirts with mooses and such on em.

The AirBNB in Portland we stayed in and a number of shop managers mentioned a drop in Canadian tourists in the area. Probably explains the desperation of other certain professions (if you were the target). 

Edited by KYHorn

On 8/2/2025 at 12:55 AM, Anastasis said:

Surly trained AI would be funny as fuck. 

Back in the day, sure. Now, not so much. Here's Grok's plan to reduce crime 99%.

 

 

Not to get political, because it's next to impossible to achieve that, but what will be the impact now that we will all know that the govt reported financial numbers are cooked? I know a cynical person will reply that they were always cooked but at least they followed the same formula and process, including negative #s. We now know that everyone in govt has to report good news only. 

Or will this be a new era that govt numbers will start to be ignored and we should count on the private sector only to report on macro economic #s?

26 minutes ago, Nice Guy Eddie said:

Not to get political, because it's next to impossible to achieve that, but what will be the impact now that we will all know that the govt reported financial numbers are cooked? I know a cynical person will reply that they were always cooked but at least they followed the same formula and process, including negative #s. We now know that everyone in govt has to report good news only. 

Or will this be a new era that govt numbers will start to be ignored and we should count on the private sector only to report on macro economic #s?

I think this is the one area where saner heads will prevail.  People vote with their pocketbooks even more than their cult worship.  The system isnt going to let this path continue.  What that looks like, I don’t know, but I don’t expect a waterfall of bullshit to block out real info. 

1 hour ago, SuingToGetAMessageBoard? said:

I think this is the one area where saner heads will prevail.

or our financial markets will look like Argentina's at some point.

1 hour ago, SuingToGetAMessageBoard? said:

I think this is the one area where saner heads will prevail.  People vote with their pocketbooks even more than their cult worship.  The system isnt going to let this path continue.  What that looks like, I don’t know, but I don’t expect a waterfall of bullshit to block out real info. 

Virtually nothing about tariffs or total mass deportation helps americans pocket books and ppl still did what they did. 

4 hours ago, bluto said:

Virtually nothing about tariffs or total mass deportation helps americans pocket books and ppl still did what they did. 

treasury-Blue-Collar-Wage-Growth.jpg

 

Jobs report was best [July] ever for employment among native-born Americans, up two million [year to year] and annual growth 2.2 million faster than among foreign-born workers; native-born American employment is now 1.8 million above pre-pandemic level,” 

 

In April, household income growth was reported to be between 0.7% and 0.8%. U.S. Bureau of Economic Analysis (BEA) (.gov) reported a 0.8% increase in personal income, while First Trust Portfolios reported a 0.8% increase in personal income.

Edited by ChickenSandwich

26 minutes ago, ChickenSandwich said:

treasury-Blue-Collar-Wage-Growth.jpg

 

Jobs report was best [July] ever for employment among native-born Americans, up two million [year to year] and annual growth 2.2 million faster than among foreign-born workers; native-born American employment is now 1.8 million above pre-pandemic level,” 

Link?

Blue collar wage growth has been on a heater since inflation peaked 3-4 years ago. It’s been posted numerous times. The above is from Whitehouse.gov

Well....prepare to see Reuters sued to oblivion for delivering "fake news:"

_____

US factory orders fall sharply in June on aircraft orders drop

By Reuters

August 4, 20259:19 AM CDT Updated 6 hours ago

Aug 4 (Reuters) - New orders for U.S.-manufactured goods fell in June as commercial aircraft orders plunged, reversing the surge in plane orders that had driven the overall upswing in orders in the prior month.

Factory orders tumbled 4.8% after an upwardly revised 8.3% increase in May, the Commerce Department's Census Bureau said on Monday. Economists polled by Reuters had forecast factory orders would decline 4.8% after a previously reported 8.2% jump in May. Orders were up 3.8% on a year-over-year basis in June.

Manufacturing, which accounts for 10.2% of the economy, remains constrained by President Donald Trump's aggressive tariffs on imported goods. An Institute for Supply Management survey on Friday showed its measure of U.S. factory activity skidded to a nine-month low in July.

Trump sees the tariffs as a tool to raise revenue to offset his promised tax cuts and to revive a long-declining industrial base, a feat that economists argued was impossible in the short term because of labor shortages and other structural issues.

_____

I guess also expect to see the Institute for Supply Management added as a defendant as well:

_____

WASHINGTON, Aug 1 (Reuters) - U.S. manufacturing contracted for a fifth straight month in July and factory employment dropped to the lowest level in five years amid tariffs that have raised prices of imported raw materials.

The Institute for Supply Management (ISM) said on Friday that its manufacturing PMI dropped to 48.0 last month from 49.0 in June. A PMI reading below 50 indicates contraction in manufacturing, which accounts for 10.2% of the economy.

50 minutes ago, StassneyHorn said:

Blue collar wage growth has been on a heater since inflation peaked 3-4 years ago. It’s been posted numerous times. The above is from Whitehouse.gov

OK, cool.  Hook 'em.

1 hour ago, ChickenSandwich said:

treasury-Blue-Collar-Wage-Growth.jpg

 

Jobs report was best [July] ever for employment among native-born Americans, up two million [year to year] and annual growth 2.2 million faster than among foreign-born workers; native-born American employment is now 1.8 million above pre-pandemic level,” 

 

In April, household income growth was reported to be between 0.7% and 0.8%. U.S. Bureau of Economic Analysis (BEA) (.gov) reported a 0.8% increase in personal income, while First Trust Portfolios reported a 0.8% increase in personal income.

image.png.21c45dda1780016791f1617e96ea44ef.png

1 hour ago, ChickenSandwich said:

treasury-Blue-Collar-Wage-Growth.jpg

 

Jobs report was best [July] ever for employment among native-born Americans, up two million [year to year] and annual growth 2.2 million faster than among foreign-born workers; native-born American employment is now 1.8 million above pre-pandemic level,” 

 

In April, household income growth was reported to be between 0.7% and 0.8%. U.S. Bureau of Economic Analysis (BEA) (.gov) reported a 0.8% increase in personal income, while First Trust Portfolios reported a 0.8% increase in personal income.

 

1 hour ago, Incredulity said:

Live look at Captainantifa

 

March Madness Omg GIF

Wait, so the July jobs report that added a miniscule 70k jobs is actually good news, based off of April income numbers for only "native born" Americans, however they track that? 

Steve Brule GIF

Lotta qualifiers and mix and match, but I hear they've got new numbers people in charge now anyways 

1 hour ago, ChickenSandwich said:

treasury-Blue-Collar-Wage-Growth.jpg

 

Jobs report was best [July] ever for employment among native-born Americans, up two million [year to year] and annual growth 2.2 million faster than among foreign-born workers; native-born American employment is now 1.8 million above pre-pandemic level,” 

 

In April, household income growth was reported to be between 0.7% and 0.8%. U.S. Bureau of Economic Analysis (BEA) (.gov) reported a 0.8% increase in personal income, while First Trust Portfolios reported a 0.8% increase in personal income.

I love how this administration has rooms full of people scrambling around to look for any obscure statistics they can find and serve up to rubes like Chickensandwich for distribution so they can obscure the damage they are doing to the economy. 
 

 

2 hours ago, ChickenSandwich said:

treasury-Blue-Collar-Wage-Growth.jpg

 

Jobs report was best [July] ever for employment among native-born Americans, up two million [year to year] and annual growth 2.2 million faster than among foreign-born workers; native-born American employment is now 1.8 million above pre-pandemic level,” 

 

In April, household income growth was reported to be between 0.7% and 0.8%. U.S. Bureau of Economic Analysis (BEA) (.gov) reported a 0.8% increase in personal income, while First Trust Portfolios reported a 0.8% increase in personal income.

lol, holy fuck at that chart. possibly the dumbest shit i've ever seen...i truly cannot believe anyone would be stupid enough to fall for it.

chickensandwich and incredulity are in awe of biden's work as the president! it is just too bad that chickensandwich's dumbass chart shows that biden did indeed become president in 2021 in the midst of covid.

bivens.jpg

 

you two dipshit deserve every last bit of raking you are going to get for these dumbfuck posts.

Edited by sidis

1 hour ago, StassneyHorn said:

The above is from Whitehouse.gov

the gall that it takes to cite this the day after the whitehouse fired the person in charge of jobs numbers.

  • Popular Post
5 hours ago, ChickenSandwich said:

treasury-Blue-Collar-Wage-Growth.jpg

 

 

 

 

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Well glad I only had one covered call on my PLTR going into yesterday.  It's at $162.5, but still a decent return in a short period of time, and a downside hedge had things gone poorly.  I was actually worried about the market not shrugging off the removal of accuracy in the BLS but no worries, GREAT numbers are on the way... no matter what!

The problem is how do you time a crash in advance?  It may not be for months, but I am glad the bad reality was washed away yesterday so I could profit.

AI is rolling and propping up the overall value of the markets.  And increasing the bottom line for companies, but it won't help most businesses overcome the overall effects of the the Trump tax tariff pretend math isn't real policy.  I am scared shitless for when the lemmings realize momentum swings both directions, and that lies about the economy are now the norm for the Trump Administration.  (That's the case now, but realizing it will take a while to catch up).

20 hours ago, SuingToGetAMessageBoard? said:

I think this is the one area where saner heads will prevail.  People vote with their pocketbooks even more than their cult worship.  The system isnt going to let this path continue.  What that looks like, I don’t know, but I don’t expect a waterfall of bullshit to block out real info. 

Well, they will all be racing to their laptops and wondering why stops did not execute until a price farther below the mark?  When the fantasy obscure numbers begin more and more to disagree with reality, but that will not be enough.  It will most likely be a violent correction once the tide turns.  

Hell I am riding the tide too. Only I should have been a lot more riskier the last few months on the upside.  But I am wary as shit about what will actually happen over time.

----------------------------------------------------------

 

And...

 

I didn't even know @ChickenSandwich was vying to become Trump's new nominee to the Fed! 

 

Dow went up 4.70% in January, and in the Dow is up 3.83% for the year.  That's areally, really, really good job by Trump! 😉  Just look at this chart....

29 minutes ago, horn4life said:

AI is rolling and propping up the overall value of the markets.  And increasing the bottom line for companies

Link?

36 minutes ago, horn4life said:

I am scared shitless for when the lemmings realize momentum swings both directions, and that lies about the economy are now the norm for the Trump Administration. 

IMG_6548.gif.9c0f59e881d2e9d8bd939e0cf7610632.gif

100% tariff on imported chips - which is to say literally every cutting edge process semiconductor 

https://www.reuters.com/world/china/trump-says-us-will-levy-100-tariff-some-chip-imports-2025-08-06/

That's gonna leave a mark considering NVDA alone makes up almost 10% of the entire stock market value, and every AI darling is about to see their COGS go up significantly. There are some foundries on US soil to partially mitigate the tariff tax but they aren't producing the quantity or quality of the TSMC native foundries 

Edited by Captainant

4 minutes ago, Captainant said:

100% tariff on imported chips - which is to say literally every cutting edge process semiconductor 

https://www.reuters.com/world/china/trump-says-us-will-levy-100-tariff-some-chip-imports-2025-08-06/

That's gonna leave a mark considering NVDA alone makes up almost 10% of the entire stock market value, and every AI darling is about to see their COGS go up significantly. There are some foundries on US soil to partially mitigate the tariff tax but they aren't producing the quantity or quality of the TSMC native foundries 

Guessing the market will take a fat dump tomorrow on this news.

2 hours ago, Captainant said:

100% tariff on imported chips - which is to say literally every cutting edge process semiconductor 

https://www.reuters.com/world/china/trump-says-us-will-levy-100-tariff-some-chip-imports-2025-08-06/

That's gonna leave a mark considering NVDA alone makes up almost 10% of the entire stock market value, and every AI darling is about to see their COGS go up significantly. There are some foundries on US soil to partially mitigate the tariff tax but they aren't producing the quantity or quality of the TSMC native foundries 

NVDA is exempt and the article says TSMC will likely be exempt due to investments from the US.

1 minute ago, Coelenterate Fuccboi said:

NVDA is exempt and the article says TSMC will likely be exempt due to investments from the US.

God I love picking winners and losers. 

Fact is, most chips aren't made in the US. Most of the silicon in my PC except the 5070ti was diffused in Malaysia or Korea or China and then assembled in another country and then landed in the US. The new unilateral tax from the emperor means COGS skyrocketing across the supply chain.

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