Bumping this. Quick estimate of Inventory Turnover Ratio is .796, last qtr was .766. Last year, Q4 was 1.053. Past 5 years average quarterly ratio was .95.
NVDA initially popped above 202 after hours, but now below Wed close of 195.56. Buy on the rumor, sell on the news? Or something else?
It's been dead money since 10/9, +1.55%. Meanwhile SOXX up 26.81%! SPY is +3.28% and QQQ is +.98%.
ok, fine.
Which bears the question, happen to know any stock with a sweet Inventory Turnover Ratio perchance?
Why don't you ask AI? You want to make the comparison intra, not inter industry. Plus, I wouldn't invest solely on this metric.
Why don't you ask AI? You want to make the comparison intra, not inter industry. Plus, I wouldn't invest solely on this metric.
Quick survey:
AMD - 2.08
INTC - .74
TSMC - 1.39
Ok, thx. And I wouldn't invest solely on that metric either, was just trying to feel you out for what looked good in general, in a light-hearted way.
Not really in the accumulation phase now for the most part anyways.
Nvidia seems to be back to that well established trading range of the last several months, and that didn't take long. But we'll see.
Something is not right with the entire AI investment thesis. You see it in private credit markets, Blue Owl Capital, and AI chip depreciation models. I am willing to bet it blows up.
0
1
man is born free and ever earlyywhere he is in supply chains gen
18 years ago today Jim Cramer made his infamous "Bear Stearns is fine" statement. It was sold to JPM for $2 five days later. My wife and I had spent a 3 day weekend ( 2/22 +2/24 ) a couple of weeks prior to this in NYC. We stayed at a hotel in the financial district*. When we arrived early Friday afternoon, a wet snow was falling. It seemed the weather was matching the somber mood pervading Wall St at that time.
*Suggestion, back in the day you could get reduced rates at the hotels in the Financial District on weekends. I don't know if this is still true. Restaurants down there were less crowded as well.
Sold some of my SOXS $46-48, bought a little FAX $14.90. Waited a couple hours and bought back SOXS $38-40.
I believe AI huge bubble, not the financial system risk as housing bubble was for GFC. The private funding market and AI losers will negatively impact both the bond and stock markets.
I don't know what happened. It was suppose to be; man is born free and everywhere he is in supply chains gente. So GoI, how was the trip to McAllen? Saw it hit 100 degrees F. Must of been quite the shock coming from highs in the 50s! They're saying this is the warmest winter on record for Texas. High Mon is going to be 50s here, after a high of 89 Sun. Back into the 80s Wed. Another 50+ mile week.
Apparently you have to register to post more than once on a thread now.
Gente, I am heading out at the end of the month. Our weather has been above normal all winter, and look to break into the upper 70s next week. I’ll be headed over to South Padre Island one day, hoping the spring breakers have tailed off. Looking forward to reconnecting with folks.
How is everyone feeling about the year moving forward? Apparently midterm years are much more volatile with bigger corrections on average. Do we see that happening this year? Personally i have a tough time seeing the market climb up 10% from here, but I've been a wrong before. A 15-30% drop/correction from all time highs in the next 1.5 years would not surprise me.
How is everyone feeling about the year moving forward? Apparently midterm years are much more volatile with bigger corrections on average. Do we see that happening this year? Personally i have a tough time seeing the market climb up 10% from here, but I've been a wrong before. A 15-30% drop/correction from all time highs in the next 1.5 years would not surprise me.
I feel about the same as you've described.
But I wouldn't be surprised at all by a flat year or even a very low appreciation.
My gut is that what has happened to the economy is what is going to happen to the market, only a bit muted and a bit delayed.
There are millions of investors, a many of them very wealthy, that just do not want to manage their own money. In this care, the investment advisor was taking liberties, in a very foolish way.
If you are wealthy and are relying on an investment advisor you should have 1 or 2 other professionals reviewing your investment advisor's transactions.
Hopefully the "professionals" didn't buy DJS its ~ $8.70 this morning. Or should jump in now?
If you are wealthy and are relying on an investment advisor you should have 1 or 2 other professionals reviewing your investment advisor's transactions.
Hopefully the "professionals" didn't buy DJS its ~ $8.70 this morning. Or should jump in now?
How is everyone feeling about the year moving forward? Apparently midterm years are much more volatile with bigger corrections on average. Do we see that happening this year? Personally i have a tough time seeing the market climb up 10% from here, but I've been a wrong before. A 15-30% drop/correction from all time highs in the next 1.5 years would not surprise me.
I feel about the same as you've described.
But I wouldn't be surprised at all by a flat year or even a very low appreciation.
My gut is that what has happened to the economy is what is going to happen to the market, only a bit muted and a bit delayed.
Same. Flat or less than 5% growth wouldn't be surprising to me either. S&P500 currently down almost 7% from all time highs as I type this though, and I think conditions are likely to get worse over the next few months than to get better. Seeing lots of talk about private credit blowing up, AI bubble starting to pop, and more financial stress among average citizens... I'm feeling increasingly strongly that a big drop is likely at some point between now and end of 2027, like more than 20% from all time highs. Trying to position myself for that some, but we will see.
Inherited a 1oz gold coin a long time ago and sold it in 2019. Not that it makes that big of a difference to my overall wealth, but pretty poor timing on my part.
