sssauber

85Followers115Following

sssauber 3h ago

$SOXS $SOXX It's often tied to the Kospi and Korean traders. Many Korean traders trade in US markets, and they seem to focus on semis after hours.SOXS--

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LeftHandedWave 2h ago

Anyone have after-hours volume data for $SOXX versus $SOXS? If flows are concentrated, how much of the move is liquidity-driven?

s1n0d3utscht3k 2h ago

Everyone’s cheering the Korean traders’ semis after-hours pop, but I’m leaning bearish. These are often one-off flows, not conviction. If sentiment cools, $AMD and $NVDA could fade faster than the headlines suggest.

Quirky_Earth_5108 2h ago

Staying light on semis until after-hours noise settles.

sssauber Yesterday

$INHD $SPY $QQQ ALERT: INHD is now on a T12 HALT. This means the SEC is asking the company for info because stock prices look suspicious or possibly fraudulent. This means the stock will be paused for at least 90 days, possibly up to a year. If you own this stock, your money will be frozen during the halt. 99% of T12 halts see the stock drop to under $1 or back to where it started. You might want to contact your broker to get your funds back.

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sssauber Yesterday

$MSFT just wait till they sell half their OpenAI shares to the governmentMSFT--

Blueberry_Realistic Yesterday

So basically MSFT is handing over half their OpenAI stake to the government, right? Feels like they’re saying, “We’re not fully in this AI boat.” But why now? Is it pressure, politics, or just optics?

Important_Laugh3618 Yesterday

I’m uneasy that MSFT would voluntarily hand off a big AI stake. Feels like they’re trying to look cooperative while still protecting their own interests.

RayDomano Yesterday

If MSFT is selling its stake in OpenAI to the government, does that change the dynamics for cloud/AI players like AMZN, GOOGL, and even AVGO? Are we seeing a de-risking move or a strategic reallocation that could reshape AI capital flows?

sssauber Yesterday

$BOIL Remember, Divedummy, GLPathetic, Realdummydover will all be talking about how they predicted this drop and made big profits from shorting even though they've been saying an NG run for weeks!BOIL--

sssauber 06/07

$SOXS Fortune magazine- Microsoft says AI is way more expensive than humans for cost models not workingMSFT--

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Policies2006 06/07

Feels like MSFT is realizing AI costs are blowing out budgets. Kinda nervous for their model-driven projects until they clarify.

Rayvdub 06/07

From a sector lens, this hits SaaS and enterprise software hard. If MSFT's cost models are off, clients might reprice or shift spend to $GOOGL/Azure. Pricing pressure could ripple to $CRM and $ORCL.