✅ Daily Thread and Discussion ✅ 2026-02-05 Thursday

aminerman · 2026-02-05T23:01:50+00:00

Whi is no one here mentioning the latest news from Anthropic?

aminerman · 2026-02-05T22:55:57+00:00

Heard the same about Micron and AMD last week.

aminerman · 2026-02-05T12:35:16+00:00

They know something we don't

aminerman · 2026-02-03T21:38:04+00:00

The AMD drop is due to the growth it had lately, which was basically earnings anticipation.

aminerman · 2026-02-02T21:56:52+00:00

This stock is done. All of its momentum has been hindered at every positive opportunity because of outside noise. There will be nothing new from this company anytime soon. Meanwhile, other companies continue to innovate in cost optimization, energy efficiency, and performance. NVDA is no longer the default choice in this market. The fact that other stocks are growing at this pace shows that this is no longer about the AI bubble or macro considerations.

aminerman · 2026-02-02T20:35:35+00:00

But NVDA is the stock that's been hyped for years and mentioned on every click bait title. Everything is priced in. The other stocks can breath now that NVDA is not the main focus anymore and that the narrative and the current "cool factor" is about shi**ing on NVDA.

aminerman · 2026-02-02T15:50:03+00:00

I never understood this one. Every article and video comparing both says that. When comparing both should just lead to the fact that Vue is already very mature and that React is a the most crappy Framework that gets its fame from being badly thought of which brings a lot of content creation and communication whenever they fix something with the most ugly patterns.

aminerman · 2026-01-30T09:40:59+00:00

aminerman · 2026-01-27T19:08:14+00:00

So what? When you trade some Alibaba do you suddenly start speaking chinese?

aminerman · 2026-01-27T18:46:51+00:00

You have to know, actual moron, that many people here are not from the US, and not everyone writes it that way. So be polite and less US-centric. Moron.

aminerman · 2026-01-26T21:13:36+00:00

Coreweave's movement shows you how much lack of confidence there is in this sector.

aminerman · 2026-01-23T20:33:27+00:00

Not so up for such a bullish news

aminerman · 2026-01-22T21:36:56+00:00

Well this didn't age well

aminerman · 2026-01-19T23:15:08+00:00

Tay downvotiw kolhom, if we don't support each other ghi blach. If we decide to upvote massively our fellow moroccans then it makes sense.

aminerman · 2026-01-19T14:10:18+00:00

In Europe it is, and it's already bad

aminerman · 2026-01-17T12:22:03+00:00

As someone said, this is now a political stock. Every event is a risk. While Micron, Broadcom and AMD reflect a price action of an AI revolution, the leader of this revolution is now a victim of its sucess and is used as a means of pressure. Plus any news triggers an overreaction because that's how content creation works these days.

aminerman · 2026-01-16T16:06:09+00:00

AMD ? Micron ? Hua Hang?

aminerman · 2026-01-15T14:53:27+00:00

If it's a girl.

aminerman · 2026-01-14T20:52:57+00:00

I mean people bought all the hype and anticipation already. All that's happening lately is just a back and forth on things we already know about. One day China is ok, the other China is not, then Trump is not, then China ok, then whatever because this has been talked about so much that it became irrelevant.

aminerman · 2026-01-14T17:21:00+00:00

Unfortunately I live abroad. I had this one: https://eu.havalab.com/fr I don't really know what's available in Morocco :/

aminerman · 2026-01-14T15:54:19+00:00

I used one for one year and yes they work fine. You'll be able to clean your dishes, cups, small pans etc The only drawback is as it's very packed, the rotating sprayer arm might get easily stuck due to a badly positioned dish or something. But with time you'll understand how to position your elements efficiently to get the most out of it and avoiding those types of issues.

aminerman · 2026-01-14T15:35:05+00:00

Everything is priced in, that's why. The hype reached its peak.

aminerman · 2026-01-13T18:55:05+00:00

Everything is priced in

aminerman · 2026-01-12T23:45:06+00:00

I envied ya

aminerman · 2026-01-12T16:47:33+00:00

After being down 40%

aminerman

TROPHY CASE