Should be a good day tomorrow!
Stock Markets
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Last: 6 hrs ago by aggies4life
El_duderino said:
Until they realize there's not enough power for all the additional data center demand
It's being worked on..
Woods Ag said:El_duderino said:
Until they realize there's not enough power for all the additional data center demand
It's being worked on..
We still have some tricks up our sleeve! It's going to be damn capital intensive, but there seems to be a lot of capital available and ready to get to work.
Today, unfortunately, many Americans have good reason to fear that they will be victimized if they are unable to protect themselves. And today, no less than in 1791, the Second Amendment guarantees their right to do so. - Justice Samuel Alito 2022
Holy crap! The futures out of the gate are crazy. Let's pray these can hold up through opening bell. I don't put much into AH or pre-mkt, but man these are looking JUiCED!
How the Q's handle the 50D is important to see a rally through EOY. I think I want 2 closes above to consider it confirmed.
META, GEV, NBIS, ORCL are my primary planned trading longs.
Still believe red SPX in 2026.
META, GEV, NBIS, ORCL are my primary planned trading longs.
Still believe red SPX in 2026.
I hope the September jobs report released tomorrow morning doesnt ruin this rally!!
Texag5324 said:
I hope the September jobs report released tomorrow morning doesnt ruin this rally!!
I think if it does dip, that with the NVDA news the dip will get bought right back up
QQQ would open up nearly 2% at current prices. Thats a large gap. I'd expect some retrace.
El_duderino said:
Until they realize there's not enough power for all the additional data center demand
Nvda will buy POWL for $1000/share.
El Chupacabra said:El_duderino said:
Until they realize there's not enough power for all the additional data center demand
Nvda will buy POWL for $1000/share.
Why would NVDA buy a cash pile with backlog? They already have plenty of that.
Jobs report came out good!
September's official employment report, delayed since the start of October by the US government shutdown, shows that nonfarm payroll employment rose by 119,000 in September.
That's more than twice as many jobs as expected, thanks to gains in health care, food services and drinking places, and social assistance. Job losses occurred in transportation and warehousing and in federal government, though.
https://abcnews.go.com/Business/long-delayed-jobs-report-show-hiring-amid-wobbly/story?id=127668400
September's official employment report, delayed since the start of October by the US government shutdown, shows that nonfarm payroll employment rose by 119,000 in September.
That's more than twice as many jobs as expected, thanks to gains in health care, food services and drinking places, and social assistance. Job losses occurred in transportation and warehousing and in federal government, though.
https://abcnews.go.com/Business/long-delayed-jobs-report-show-hiring-amid-wobbly/story?id=127668400
With NVDA results good and jobs report good, let's see how the market reacts throughout the day! GLTA
BucketofBalls99 said:
With NVDA results good and jobs report good, let's see how the market reacts throughout the day! GLTA
Futures ticked up even higher after the jobs report came out. Lets go!!!
Texag5324 said:BucketofBalls99 said:
With NVDA results good and jobs report good, let's see how the market reacts throughout the day! GLTA
Futures ticked up even higher after the jobs report came out. Lets go!!!
on the SEPTEMBER jobs report, LOLOL
My company announced in their big town hall this week that they will be focusing on deleveraging over the next 18 months.
How does that tend to affect stock price and is it insider trading if I act on it?
Edit to add I've already tried google and got mostly useless answers.
How does that tend to affect stock price and is it insider trading if I act on it?
Edit to add I've already tried google and got mostly useless answers.
plant science guy said:
My company announced in their big town hall this week that they will be focusing on deleveraging over the next 18 months.
How does that tend to affect stock price and is it insider trading if I act on it?
Edit to add I've already tried google and got mostly useless answers.
Completely depends on the context. They are reducing debt and shoring up the balance sheet. On the surface that would typically be seen as less investment for the future which would lower growth expectations and drag the stock down. If the company had the perception that they had a big debt risk, and this solved that it could be seen as a positive.
Most likely it means they are less certain in growth opportunities and are taking a more a cautious approach which would typically lower the price of the stock.
job gains in health care
job losses in government
Thank you Jensen Huang for saving this rally.
job losses in government
Thank you Jensen Huang for saving this rally.
for executives there are "blackout periods" where you cannot trade your own company stock.
ask your HR department.
ask your HR department.
LMCane said:
for executives there are "blackout periods" where you cannot trade your own company stock.
ask your HR department.
What about for peons? Do we tend to have blackout periods?
This market is pretty silly.
Heineken-Ashi said:El Chupacabra said:El_duderino said:
Until they realize there's not enough power for all the additional data center demand
Nvda will buy POWL for $1000/share.
Why would NVDA buy a cash pile with backlog? They already have plenty of that.
so we can buy a POWL Ferrari to match our WWR Lambo
plant science guy said:LMCane said:
for executives there are "blackout periods" where you cannot trade your own company stock.
ask your HR department.
What about for peons? Do we tend to have blackout periods?
Agreed check with HR and or company attorney. But if you are not on the executive leadership team and you've never signed anything regarding stocks you're probably ok to load up on it now and sell when it spikes.
The left cannot kill the Spirit of Charlie Kirk.
Come on down please. Need a retracement here to jump back in. Took all SOXL/TQQQ profits premarket.
plant science guy said:LMCane said:
for executives there are "blackout periods" where you cannot trade your own company stock.
ask your HR department.
What about for peons? Do we tend to have blackout periods?
If they don't tell you you're in a blackout period you're probably fine. Totally depends on the company. I've found over the years that is less stressful to leave work at work and trade other segments instead, particularly because your paycheck/bonus/health care is already dependent on your company's success. In your case the only action I would take is to sell whatever you have because your company is hunkering down, unless you think they're for sale and trying to make themselves more enticing for acquisition
Between WMT and NVDA today, I'm a very happy man!
as others have said, ask your HR dept, but in my experience, trading after this type of announcement would probably not fall under insider trading rules. Maybe internal firm rules, but frankly, it's not worth the time and money for the SEC to investigate your 100-10,000 share stock trade.
Once announced to the broader firm, that information is probably no longer considered 'material, non-public information' and thus insider trading concerns would not apply. However, your internal firm policies may still apply
Once announced to the broader firm, that information is probably no longer considered 'material, non-public information' and thus insider trading concerns would not apply. However, your internal firm policies may still apply
ktownag08 said:
Between WMT and NVDA today, I'm a very happy man!
NVDA saved the entire world! Everyone is happy with them.
NVDA is obviously selling like freaking hot cakes, however I do think the news this week that Gemini 3 was trained exclusively on googles TPUs is a pretty big deal. There is plenty of demand to go around, but at some point the chip market has to get competitive. I also wonder what the useful life of these chips will be and what the refresh cycle will look like. Do these things all need refreshed in 2 years on top of future growth for NVDA. or are these chips going to be useful 5 years from now?
TSSI and BBAI with the gains today!
ktownag08 said:
Between WMT and NVDA today, I'm a very happy man!
Good to see WMT have a great day. Ive owned them for a long time. Just decent slow and steady returns. Maybe wont take off an AI stock, but good stock to own for the long term.
NVDA is not out of the woods. I still think it put in a significant high, and the move off the low is not guaranteed bullish. Before earnings, this had two likely scenarios playing out.. an ending diagonal down to a buyable bottom (that I was hoping on as it would have started with earnings and finished quicker) shown in orange. That is still technically valid, but the earnings strength made it highly improbable. The other scenario was shown in blue, and that's a more or less flat 3-wave (b) wave that should be topping between today and early next week, before a crash-like (c) wave down to $165 area. For me to turn bullish, I'll need to see $203 or higher without first dropping below $188, and then a clearly corrective (overlapping or sideways) higher low. I would buy that if it happened with a tight stop. This has all the characteristics of a bull trap, followed by enough bearishness to then cause a bear trap, before the true Christmas rally and everything rally into early next year.
plant science guy said:
My company announced in their big town hall this week that they will be focusing on deleveraging over the next 18 months.
How does that tend to affect stock price and is it insider trading if I act on it?
Edit to add I've already tried google and got mostly useless answers.
I do not know about the insider trading piece but I can maybe speak to the deleveraging aspect.
Deleveraging in general tends to be a good thing. What I would want to know is why the change in cash strategy? Companies that generate free cash flows can pull a few levers with that cash:
1) Return capital to shareholders through dividends or buybacks
2) Reinvest in the business (acquisitions, growth capex, headcount increases that translate to productivity increases, etc)
3) Deleverage
If a company switches the free cash flow strategy from supporting growth mode to deleveraging the balance sheet, that could send a negative signal to markets. The company is saying "hey, we are a little anxious about our growth prospects next year and want to be a bit more defensive. We are going to focus on deleveraging our balance sheet to ensure we don't back ourselves into a corner from a cashflow standpoint."
It can be a positive if the company comes out and says "hey, we are continuing on our growth trajectory and don't see any hiccups there, but we are generating a ton of free cashflow. We are going to start to deleverage the business at the same time we are seeing a tremendous amount of growth.
Both scenarios could be positive if the company has already signaled to markets growth is slowing. A deleveraging announcement could pop share prices if they've already been under pressure.
Hope this may help.
If I were a permabull, I'd wait for this market to prove itself. It might have just provided a ton of exit liquidity to previously trapped positions. RIght now, there are positions on both sides (puts and calls) that could be trapped based on where they pin the market at Nov OPEX tomorrow, with the real action coming into month end.
Starting to lose the gains bit by bit.
There's the retrace I was hoping for. Will be slowly rotating back into TQQQ here.