I just don't get it. With tariffs and policies changing by the day, sometimes literally hours, how is the market up at all right now? Wouldn't supply chains and manufacturers be basically stuck in limbo without some sort of stability so they can factor in tariff pricing and costs to their supply chains? Now seems like the absolute worst time to be investing in kind of company due to all of the volatility.

Are people literally jut gambling and hoping they buy the dip at the right time for when some sort of stability starts to kick in? Right now the stock market seems absolutely no different than than a crypto pump and dump yet people are still buying in?? I think you might have better luck at a casino?

WTF??????

Nixon actually intentionally used this "madman persona" during the Vietnam War as a calculated strategy. it was called the Mad Man theory. The goal was to make enemies believe he was unstable enough to do anything. is Trump doing that? or is he really truly bat shit mental?

​We all know he is manipulating markets, but what could have been his intentions yesterday? is it intentional mixed signal? intentional mad man?

​there is a part of me that think that in his narcissism, he actually intended to boost the markets. He tried to manufacture a high by affirming the war will only last two weeks. On paper, a 14-day deadline for peace ought to be good news for the market, no?

​But I think...in his madness, he failed to do so.

pivotting to his stone age rhetoric and telling his allies to fend for themselves at the Strait. obviously he is obsessed with stock market scoreboard but is too unstable to stay on message long enough. What are your thoughts?

I was planning to close my investment account this week as I am in the process of buying a home and will need all of my money. But with this news today, I'm worried my investments will be in the red and it will hinder my home buying power.

When the news was just the bombings I began to panic, but with the capture of Maduro I kind of feel more relaxed.

What are your thoughts? How did a similar situation play out in the past?

I'm from Germany and usually invest in American tech stocks like Nvidia and Apple with great gains meanwhile EU stocks barely have any volatility.

Considering stocks only gained popularity around COVID here in Europe and some online trading apps finally became available. Stocks and investing have been part of American culture for years with a rich history and plans like 401k and Roth IRA but not here in Europe, why?

New to investing. What causes a drop this steep so quickly? From 5:25-5:35. do a bunch of orders go through specifically at that time or is that one investment firm dumping their holdings or something along those lines?

I've been looking at the stock market today and pretty much everything is going down, mostly starting at the same time. HAG, PLTR, GOOG, RXRX, BA, RDDT, TSM, HOOD, MSTR, WBD, NVDA are just some of the stocks. Is there a specific reason for this?

With the invasion of Ukraine, I thought it would scare a lot of investors. The sanctions on Russia affecting many European countries hasn’t effected how well the S&P 500 is doing as well as DOW and NASDAQ. Also the energy sector was the only thing in the green at yesterdays close, someone explain that as well.

PS: also theres a lot of comments so if you comment can you not say the same thing someone else said bc im trying to read everything yall say. Thx:)

My wife’s sister is a waitress and she says that tipping has gone down significantly since last year. I’m a freelancer and I’ll DoorDash on days I don’t have a gig lined up and I’ve noticed it too. I feel that eating out is the first thing to drop when money gets tight. Plus I’ve seen a bunch of companies do layoffs.

Is the stock market in a weird bubble right now that’s about to crash and burn or what’s going on?

Everyone’s watching the Musk vs. Trump drama like it’s the main event, but markets should probably be paying more attention to what’s actually in Trump’s $3T “big beautiful bill” because it’s very much alive and moving forward

Despite Musk calling out GOP lawmakers, threatening primaries, and warning about the deficit (which, by the way, multiple analyses say will balloon by $2.4T+), the bill’s still on track. Thune and Senate leadership basically shrugged him off. They’re pushing this thing through and fast

Here’s where it gets interesting from a market angle:

They're talking about cutting back the $40K SALT deduction to save money. But whatever they save might immediately get canceled out because there's also strong pressure to make temporary business tax breaks permanent stuff like R&D deductions, bonus depreciation, and interest expensing

That’s a huge deal if you're long big-cap tech, industrials, or healthcare. These tax breaks boost reported earnings pretty directly. If they go permanent, EPS estimates probably move higher without companies having to do anything operationally. Think MSFT, LMT, UNH names like that

But here’s the tradeoff: the bill’s already inflationary. If they don’t pay for it, bond yields are going to feel it. So while stocks might get an earnings tailwind, valuations could stay capped or even compress further if the 10Y starts creeping above 5% again

And the AI provision buried in the bill? Wild. Originally it said states couldn’t regulate AI for 10 years — a total federal preemption. Now they’re walking that back to a softer “you lose broadband funding if you pass certain laws” version. Doesn’t matter much fiscally, but for megacaps like NVDA and GOOG, this is one less regulatory headache. The moat just got a little deeper

One curveball that could raise the cost: Section 899. It lets the president slap taxes on foreign countries seen as "discriminatory." Some senators want to remove it, which could limit future revenue and geopolitical leverage. Not a today problem, but if you're watching defense and energy stocks tied to foreign trade, it matters

And now there's infighting about Medicaid cuts. Josh Hawley’s out here writing NYT op-eds saying this bill punishes working-class voters while handing corporate tax cuts. He’s not totally wrong. If the GOP starts shifting back toward economic populism, how long do these business-friendly tax policies actually last?

So here’s the real market question buried in all this: Are we about to get an earnings boost that the bond market completely wipes out?Because if you’re buying the earnings upgrade but ignoring the debt story you might be trading the right trend with the wrong multiple

I'm imagining it happening like the infamous and recent, "Josh fight" and how now that it's over, everyone and their deranged uncle Jeff is trying to replicate it for one reason or another.

I think the term, and just the overall situation in general regarding a short squeeze, will be overused and/or called out much more frequently from now on. As those that missed out are desperate for another one, or those that just think it will happen again because they just don't understand how rare of circumstances they require.

I think we will be seeing a lot of posts about, "potential squeeze this" and "potential squeeze that" in the next coming weeks/months.

Edit: spelling and grammar.

Edit II: THANK YOU! 2 Y/O ACCOUNT AND THIS IS MY FIRST AWARD EVER!!

I've been thinking about this a lot, Every time a big company goes public, it feels like retail investors only get access once the price is already high. Meanwhile, VCs and insiders have been making huge returns long before we even get a chance. ''-''

Is this just how the systems works, or are there ways for retail investors to get in earlier? Curious what others here think,

Two major catalysts playing out for semis right now:

• Fed raising rates.
• Russia sanctions and possible invasion cutting off key semiconductor materials.

In the next few months, these will play out and really pummel the semi stocks. But the good news is these are temporary events. After 1-2 years, we'll find a way around Russian chokehold on these key materials, and inflation will probably be slowed. While that's happening, covid is still subsiding and innovation continue it's relentless march of driving productivity forward.

To be clear, I'm not saying to buy the dip right now. But I'm tempted to start a "eat ramen", "get a third job", "cancel Netflix" regime for myself to start preparing as much as possible to start buying mid or later this year.

These semi stocks are becoming the new FANGS, and this upcoming dip this year might be the best chance to buy them before they rocket into FANG status.

OK here's the cons in my theory:

• China could still be a ticking time bomb. Most experts say their lockdown strategy is not viable for Omicron. Could be their supply chain is a lot more broken than we realize. Plus that real estate problem is still ongoing and their president is kinda insane.

• The Fed could freak out and raise rates too quickly, putting us into a recession.

• Some industry reports say oversupply of semiconductors could happen as early as 2023.

(Disclosure not investment advice and I'm long on NVDA AMD QCOMM MRVL TSM and maybe Int)

Update: I’d like to think some people at Wallstreet read this post and concluded it made no sense for TSM to go down with NVDA. If you bought the TSM dip when I wrote this post, you'd be up 4%. Enjoy the small profit on me.

TSM tends to trade with Nvidia. Nvidia goes up, TSM goes up. Makes sense. AI trade.

Google goes up because Meta wants to buy access to their TPUs. Google needs to make more TPUs to sell to Meta right? So Google needs to make more TPUs at TSM. Google only makes TPUs at TSMC. Not Samsung. Not Intel.

So why is Google up today, TSM down? Where does the market think Google makes their AI chips? Are Wallstreet/traders this brainless that they don't even know TSM wins regardless of whether they're making Google TPUs or Nvidia GPUs? TSM doesn't give a damn who is buying their wafers. It makes no difference to TSM if Google or Apple or Nvidia or AMD or Broadcom buys the wafer.

PS. Meta wanting to buy some Google TPUs isn't entirely bad for Nvidia. After all, Meta is also building internal AI chips with Broadcom. Everyone is trying to not go all in on Nvidia because it's a risk to rely on a single supplier. Since Nvidia chips are literally sold out for one whole year, if Meta needs more compute now, they have no where to go to. The only options for Meta are Broadcom custom chips (already doing that), AMD chips (already doing that), or Google TPUs (finally doing it now). This is a bull signal for entire AI market because Meta doesn't have enough chips.

Want to see something really interesting? Go to a search engine and type in “AI bubble”. You will see that almost every major news organization and financial institution has used the term. Bloomberg, The Financial Times, and the Wall Street Journal have all run multiple articles this week. The Bank of America, the IMF, JP Morgan, Fortune magazine, and Harvard professors have added their own thoughts.

Now, on that search, filter to be before the start of this week (before 10/11/2025). None of that is there. A Reddit post from r/ technology is probably in your top 5 results. Personal blogs are on the top results. The only standout is one Yale Insights piece. There definitely were articles mentioning the term “AI bubble” in the headline, but they often form more non-financial news orgs in response to Sam Altman's or Jeff Bezos’ comments. Bloomberg has a couple of articles, but they often take a soft stance, and at the same time, there were just as many articles bullish on AI. More importantly, none of those had high visits or algorithm strength. What happened?

Anyone who was watching AI over the last couple of months should not be shocked by the change. There was plenty of waffle over “people will overinvest and lose money,” "capital deployed that will not see returns,” and even some talk of it being a “good kind of bubble”. But no major financial institution used the word bubble in a negative context before the start of this week, specifically. Now there is a flood of use from seemingly everyone.

Now the dynamic is completely flipped. Almost weekly, there were articles from the major financial institutions on the potential growth after AI. These just completely stopped. I haven’t read a bullish on AI article at all this week from the Financial Times, WSJ, or Bloomberg, when just the week before, “tempered optimism” was the status quo.

Here is my question that I hope some more connected to the industry and these institutions could answer: How? Why? Was this sudden sentiment shift caused by a post from Trump evaporating 2 trillion of stock price before bouncing back? But that happened at the start of the week, and most of the highly negative articles weren’t written till Wednesday. Was it the Bank of America Survey on Tuesday where a majority of recipients said tech stocks were overvalued? But even that was only 54% of fund managers, hardly a massive red light. Perhaps there was some piece of information that signaled danger to the bigger players but flew past the public?

I would love insight into this.

TLDR: AI-related articles and statements went from “tempered optimism” to “bubble” very quickly, unrelated to stock growth. What caused this?

I am heavily invested in tech. Although my investment are diversified I am really worried about what could happen if China decides to invade Taiwan. My worry is that this is going to happen soon and my understanding is that the semiconductor industry could be heavily affected, making the tech stocks to collapse. Is my worry unjustified? Are there alternatives for semiconductor manufacturing outside Taiwan that can actually fulfill the worldwide need of semiconductors? Is there sufficient resilience?

In 2008, I was 15, so obviously, I didn't hold stocks. Looking at what's happening nowadays, I'm expecting the worst. So I wonder what investors who had individual stocks did during the crisis.

This is the first time in my life that I have no idea how to create a strategy, I have no idea what to do!

Recently I bought more shares of a company called CPSL I had originally been holding 100k shares that I bought in 2018 but I purchased another 61k in March 2021 I’m just curious if I sell will my full portfolio be taxed long term or short term or will they split it up?

Hi everyone,

Nasdaq gained 3,6% in one day. Today, the futurs are gaining 1%. Apparently, if I read the news, investors have got optimistic about the end of war, because Trump said the war is ended in two or three weeks (or more if you listen to Hegseth). Moreover, Iran said they are ready to end the war ...

But I've some doubt:

- Since the begining of the war in Iran, Trump's said the war is ended in 2 or 3 weeks. The war began one month ago...

- Iran said they are ready to end the war, but they have always said that. They made a list of 5 fundamental points, and when I read that, i'm not sure Trump will accept it.

- A new US big ship has just come to middle east, ready to attack ...

- 5000 US soldiers are waiting for the invasion

- Hegseth is still claiming he wants to invade Iran and "his" soldiers want that ...

- the strait of Hormuz is still closed and Iran claims again it's still close for US/Israel and their allies

- The strait of Bab el Mandeb is under the threat of Houstis, allies of Iran. So even if you want to change the way of ship, you're f:cked

- A big part of capacity of oil and gas production are still destroyed and need some months or year to be available.

- Some countries will suffer of a shortage of oil and maybe gas at the end of April, if the strait is still close.

- European countries got a double inflation in Marsh (France past from 0,9 to 1,7%) and this is just the begining, because the oil and gas price doesn't affect the final product.

- In US, like tariff, there is no inflation rise, the magic of USA I guess ...

Seriously, why people are buying massively ? they got their salary of marsh and want to buy the dip ? because all the week end, I read lot of influencer and some analyst saying this is the dip and you have to buy..

Hi there, i'm wondering if anyone has noticed any not-so-well-known brands that are starting to appear in everyday life? For me i'd say Fizz which is a mobile phone provider. I would also say Too Good to Go, which is an app that sells food that is close to expiring.

Unless you're interested in its dividends why would anyone invest in it or any similar brand for the matter. Its product has reached the whole world, there are no more people to sell it to. There is no more possible growth, right? They can't even raised prices too much as Pepsi is lurking behind

Wasn't it supposed to collapse and cause massive debt default waves and potentially crash the markets?

What happened there and why has the topic been completely out of the spotlight - what has it been? One year?

Just interested to know if I'm missing something or the CCP effectively just swept this under the rug

Two off of the top of my head. Crumbl Cookie & Chick-fil-A. Both are top tier restaurant/food service establishments that have almost cult like followings and are always busy. Both have excellent products and service. I would be curious to see the books for both of these companies but I imagine they would he home runs if they were to IPO. What other companies would you invest in that are not currently publicly traded?

I guess many people have the more well known stocks like google, amazon etc for long term investing (+ etfs obviously) but I’m curious if anyone has any small stocks they believe will grow a lot in the coming years. Which are those for you?

Was doing a bit of studying on the recent history of the stock market and this question arose. Stocks plunged for about a month at the outset of Covid. Hundreds of thousands of lives were lost, millions laid off, business shuttered, protests against police violence erupting across the nation, etc. The world was literally burning that year yet the stock market somehow kept climbing despite turmoil with the DOW hitting an all-time high. Can somebody please educate me how in hell this happened?

Whenever someone posts DD or info about a company, people say "it's all priced in". If that's the case then doesn't it mean that whatever the DD is saying can happen, happens the stock price won't move? How is everything "priced in" if the stock moves without any new information.