JDSU and companies like it (anyone remember Nortel Networks) taught me important life lessons, like ignoring FOMO. 😀 I was late to the party for JDSU, jumped into the roller coaster car near the top.
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Tech stocks now down around 5% from their highs...but really that's just giving back a month of gains or so.
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In the 1990s in addition to Micron, Hewlett Packard had an outsized presence in Boise. Over the years Hewlett Packard and Micron engineers generated several smaller venture capital firms that eventually went public. One was the blue tooth company Extended Systems (XTND) in 1999. The technology Extended Systems developed proved invaluable, but the company had a short life span. Like some of the current high flyers, the stock shot up like a rocket before coming back to earth.
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Ghost of Igloi wrote:
In the 1990s in addition to Micron, Hewlett Packard had an outsized presence in Boise. Over the years Hewlett Packard and Micron engineers generated several smaller venture capital firms that eventually went public. One was the blue tooth company Extended Systems (XTND) in 1999. The technology Extended Systems developed proved invaluable, but the company had a short life span. Like some of the current high flyers, the stock shot up like a rocket before coming back to earth.
I know people who were involved in start-ups and ventures like that as well. One I know particularly well was involved in a blue-tooth technology company that got bought up by one of the big players about 20 years ago and she retired, never having to work again in her life.
It wasn't publicly traded and I knew the owner of the company as well, but I lost track of him because he was into a sport that I left in order to take up running.
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In my view the incestuous relationship between low borrowing costs, stock buybacks, stock based compensation, non-GAAP accounting, and the company driven narrative of driving shareholder equity will define this era.
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Ghost of Igloi wrote:
In my view the incestuous relationship between low borrowing costs, stock buybacks, stock based compensation, non-GAAP accounting, and the company driven narrative of driving shareholder equity will define this era.
I think the 'memory' of this period will be the much stronger recovery in the US vs the rest of the world, and the high valuations in the US. The AI burst will be remembered, as will how well the world brought down inflation.
The huge gap in performance between big cap and small cap will go into the books as a historical anomaly stemming from the success of tech stocks.
It looks like we got through the crypto blow up pretty safely...Bitcoin is the clear survivor and may yet become an investing class, like gold.
Much will depend on whether the wars popping off are just another hot period or if they spread.
I think there's a good chance this will mark the extreme of how well the US does vs the rest of the world investment wise. As soon as rates start coming down the dollar should fall and that will help stocks elsewhere.
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agip wrote:
Ghost of Igloi wrote:
In my view the incestuous relationship between low borrowing costs, stock buybacks, stock based compensation, non-GAAP accounting, and the company driven narrative of driving shareholder equity will define this era.
I think the 'memory' of this period will be the much stronger recovery in the US vs the rest of the world, and the high valuations in the US. The AI burst will be remembered, as will how well the world brought down inflation.
The huge gap in performance between big cap and small cap will go into the books as a historical anomaly stemming from the success of tech stocks.
It looks like we got through the crypto blow up pretty safely...Bitcoin is the clear survivor and may yet become an investing class, like gold.
Much will depend on whether the wars popping off are just another hot period or if they spread.
I think there's a good chance this will mark the extreme of how well the US does vs the rest of the world investment wise. As soon as rates start coming down the dollar should fall and that will help stocks elsewhere.
I suppose you will be right if the nonsense of this era never blows up. Nirvana of the irrational.
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Nvidia bouncing around about where it ended the regularly trading session.... up for a little while, then down, then back up....
Wish I could get a link to their numbers....
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seattle prattle wrote:
Nvidia bouncing around about where it ended the regularly trading session.... up for a little while, then down, then back up....
Wish I could get a link to their numbers....
here ya go - look a little better than what the whisper number was
Nvidia reported earnings after the bell. Here’s what the company reported compared with what Wall Street was expecting, based on a survey of analysts by LSEG, formerly known as Refinitiv:
Earnings: $5.15 adjusted per share. That may not compare with the $4.64 adjusted per share expected
Revenue: $22.10 billion. That may not compare with the $20.62 billion expected00 -
la gente esta mu loca wrote:
Show me on the graphs were NVDA "touched" the Bears.
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:-)
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“The chatbot’s strange depictions of Vikings included one of a shirtless black man with rainbow feathers attached to his fur garb, a black warrior woman, and an Asian man standing in the middle of what appeared to be a desert.”
Lunatics.
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Ghost of Igloi wrote:
“The chatbot’s strange depictions of Vikings included one of a shirtless black man with rainbow feathers attached to his fur garb, a black warrior woman, and an Asian man standing in the middle of what appeared to be a desert.”
Lunatics.
You doing Ok?
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All-time highs:
SP500
Dow
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agip wrote:
All-time highs:
SP500
Dow
Damn - I was thinking we might have a rough patch for a while so had not checked Yahoo Finance for a few days - and you write this - and I go look and NASDAQ up 2.5%!
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Ghost of Igloi wrote:
:-)
So what you are saying is that AI is rewriting history. And isn't that what we've been telling you all along?
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