GBA Presents: House of Gummy-!

CNBC today has clued in to what I told you all weeks ago. AI spending hurts other tech. and the danger here is that the barbell effect causes a double whammy-- other tech stks are punished and then when AI tips we all go down a rabbit hole to hell.

That being said there is an effort to identify between AI winners and losers and my peeps are still talking up DataDog. Word of caution they have loved it all along -but they say that DDOG whatever the fuck they do I forget assume cloud-- that will NOT be affected buy this spending slowdown which could wack quite a few companies even Palo Alto.
 
vanzandt said:
View from the real world:

Cost of houses... highest ever.
Cost of rent... highest ever
Cost of food... highest ever
Cost of insurance...highest ever
Interest rates... 20 year plus highs
Gasoline... $4/gallon
Illegal Immigration... highest in the history of mankind.
Teen suicide rates... highest ever.
Fentanyl deaths... highest ever.
Worldwide geopolitical powder-keg... highest ever.
~case closed
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What are you saying exactly big dummy.

God you sound like an idiot.

first off stock market all time high right?

why is that good and houses all time high bad. Personally I'm so glad my house in Ct is worth a lot more than when I bought it. And my fixed 4% interest rate doesn't look as dumb now as it once did. Work the system dummy.

First there was crack and now Fentinayl. Difference? China makes the Fent?

Insurance is high because of global warming dummy! Are you reading Trump news? lol

who handles Global Warming Trump?--> Wake the fuck up.. don't go this way ::Van is a Trump boot licker now? Come back to the real world/

please!!

Interest rates high.. huuuuum national debt play a roll there >Gawd this is the dumbest post you have ever made!!

wise up!

The consumer has already reeled in the cost of food have you not read any of the new reports... Mcdonalds $5 meal hello--

As to interest rates I have said all along The Fed has a secrete list of banks and real estate developers and they know the timing of all the debt... and there is a huge problem coming which they know about 100% and the timing for lower rates will coincide with those debts becoming mature and magically alot of entities in the collateral real estate biz are going to make it out last second....

You heard it here first! ~si
 
In my mind if Trump wins it will be very very good for oil and gas. So I will be ready to go full bore there if need be.

It's sad for mother earth though.

Also all of these solar wind ideas are going to get crushed.

that's sad too. It's a good idea. China is not stupid... we are going to fall behind China.
 
People that like to whine about inflation, myself included, we tend to forget exactly what the young folk are making these days-- it will blow your mind.

I have a nephew at Bloomberg (he's republican) big $$$$'s right off the bat no experience. He is making more than I ever did at Andy Warhol Studios. Or as a DJ.

If you are flipping burgers for Shake Shak you are on days making more than me in the stock market.. I mean $15, $17 an hour to flip a burger/ this is all because of Biden. They used to be paid $6-$8. The fantastic wage growth has propelled the consumer and it is the consumer- him and herself to blame for higher inflation.. along with the usual shipping container excuse.. more $'s in the pocket. more tic tock ads and more spending... that's how prices go up.

Consumers also can bring priced down and just ask Kohls & Target that's happening RIGHT NOW!! These companies report they can no longer raise prices and that's not good for their earnings.
 
GBA SWING TRADE IDEA- GAP-

I've put together a rather wonky swing trade.

GPS The Gap, Inc. $22.50------$28.50

$22.34 0.69 (+3.16%)2:12 PM 05/30/24
NYSE | $USD | Realtime

For this to work they will have to have decent earn tomorrow. My sense is they will.
 
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