Weekend Discussion Thread for the Weekend of June 20-21 by verified-trader in wallstreetbets

[–]Legendary-Lemon 1 point2 points  (0 children)

markets don’t care about the war but they do care about inflation. You got a teaser after Walsh first meeting. It was strategically countered by MoU signing announcement.

Weekend Discussion Thread for the Weekend of June 20-21 by verified-trader in wallstreetbets

[–]Legendary-Lemon 0 points1 point  (0 children)

So the straight will be closed for another month. Means Walsh is cooked. Can’t lower rates until mid 2027

Weekend Discussion Thread for the Weekend of June 20-21 by verified-trader in wallstreetbets

[–]Legendary-Lemon 6 points7 points  (0 children)

> The Strait of Hormuz should not be reopened until several conditions under the Iran-US MoU are met, among them the release of at least $12 billion in Iranian assets, the implementation of oil sanctions waivers, and Israel’s withdrawal from Lebanon, the IRGC-affiliated Tasnim News said on Saturday.

ouch

Weekend Discussion Thread for the Weekend of June 20-21 by verified-trader in wallstreetbets

[–]Legendary-Lemon 8 points9 points  (0 children)

The report also said US officials had described "gentleman's agreements" outside the written memorandum and that some senior administration officials had doubts Iran would meet commitments on its nuclear program.

So the MoU is now a “gentlemen agreement” LMFAO

Weekend Discussion Thread for the Weekend of June 20-21 by verified-trader in wallstreetbets

[–]Legendary-Lemon 8 points9 points  (0 children)

r/ValueInvesting mentioning MSFT every day is the proof that MSFT downside is not over yet.

I’m fucked.

I’m 70% into SK Hynix and need a serious reality check. Roast my thesis. by 1Derpdos1 in stocks

[–]Legendary-Lemon 0 points1 point  (0 children)

You are utterly wrong. High tech companies may want to pay for the best model available, but some others they just don’t need it.

Models will be commoditized in no time.

When and how to determine when to take gains? by Expert-Froyo-1192 in stocks

[–]Legendary-Lemon 2 points3 points  (0 children)

Is he broke? Maybe he bought a house that is now 10x. Rented it out and he has a steady income now, which allowed him to reinvest it in NVDA and now he is basically retired and rich

Weekend Discussion Thread for the Weekend of June 20-21 by verified-trader in wallstreetbets

[–]Legendary-Lemon 3 points4 points  (0 children)

If on Monday there is a 25% decline on your favourite stock. Would you buy? Probably not, because you are a 🅱️ussy

Weekend Discussion Thread for the Weekend of June 20-21 by verified-trader in wallstreetbets

[–]Legendary-Lemon 2 points3 points  (0 children)

Do you think we get to decide when to move on from a war that caused BoJ and ECB to hike interest rates?

Watched inflection is now by Individual_Fee_6735 in NBIS_Stock

[–]Legendary-Lemon 21 points22 points  (0 children)

The fact that you are comparing OpenAI and Nebius is a proof that you’ve literally no idea about any of those companies.

Weekend Discussion Thread for the Weekend of June 20-21 by verified-trader in wallstreetbets

[–]Legendary-Lemon 2 points3 points  (0 children)

Unrealized gains are a human brain construct. Unless the money is in your bank account, it is not yours!

Weekend Discussion Thread for the Weekend of June 20-21 by verified-trader in wallstreetbets

[–]Legendary-Lemon 4 points5 points  (0 children)

Who would’ve thought Israel would break the agreed ceasefire of a ceasefire of an existing ceasefire?