$NVIDIA (NVDA.US)$$Advanced Micro Devices (AMD.US)$$Alibaba (BABA.US)$$JD.com (JD.US)$$PDD Holdings (PDD.US)$ I'm just going to tell you this for one last time you need to sell all your Chinese stocks that trade in the United States I don't care if you have a profit in them if your break even or if you're at a loss if president Trump will fucking video over like you're watching right now happen and Nvidia is the backbone for starbase the 500 billion data center build out in the United States then ...
10baggerbamm
OPShroomie
:
it's going to happen I mean just look at what's going on with Nvidia it's really that simple and Nvidia is the poster child the first week Larry Ellison the CEO of SoftBank right everybody's up there $500 billion dollars is data centers make the US the technology capital of the world .every company that's Chinese is fuck man I'm telling you they are screwed blued in tattooed there's no exceptions going to be made I mean he's destroying in video right now you're watching it happen and I said a long fucking time ago that Jensen should pull out of China I said this last year when Biden was imposing restrictions on Nvidia I said Jensen should put on a red white and blue leather jacket and say I'm an American and this is what I believe is my duty as a CEO not to sell gpus into China if they want to buy gaming chips that's fine but no gpus of any kind he would have been rewarded for that with the higher stock price now the stock is fucking garbage it is dead money there's no tail winds everything is a hurdle in front of them and it's going to keep hitting them there's going to be further limitations. you have three buckets as the head of the treasury describes it a green a yellow and a red the green are going to get the lowest tariffs then the yellow and guess who's in the red well you know what there's going to be a lot of other countries in the yellow and the red they're going to be restricted that Nvidia and other companies won't be permitted to sell to I can guarantee you that that I will 100% guarantee. and all that's going to do is further deteriorate Nvidia it takes away from the overall profitability it takes away from their profit margins because they have a cost associated with design and the more units they sell the higher the margins are the less they sell the lower the margins are so this is nothing but going to continuously destroy value for NVIDIA the stock's fucking dead money it's a great company it's a shit investment plain and simple and as far as owning Chinese stocks you're out of your fucking mind I think you're playing with fire you're playing Russian roulette with the semi-automatic owning a Chinese stock that trades on any US exchange it's really that simple.
10baggerbamm
OP李白的李
:
I have almost four decades in the business I've got a lot more insight than most people and I'm telling you right now Trump don't give a flying fuck about Chinese stocks if he's willing to throw in video under the bus and Nvidia is the poster child for everything that he is bragged and boasted about in the United States the technology capital of the world $500 billion in data centers being built out Nvidia spending $500 billion yesterday was announced and now this Chinese stocks are screwed I'll ask you what's wrong with you buddy because if you own Chinese stocks in the United States you're going to wake up and they're going to be marked down 30 40 50% because the day he announced it they're going to crash
$JD.com (JD.US)$That's weird they don't have American business segment. There may be a small impact on the supply chain in the "Buy Global in China" segment, which is generally cosmetics or luxury goods, mostly sourced in Europe or Japan. Even before the tariffs, it was cheaper to buy in Europe than in the US.
$Baidu (BIDU.US)$$JD.com (JD.US)$$Alibaba (BABA.US)$ SCOTT BESSENT head of US Treasury, everything's on the table! I've been saying now for months that all of these Chinese companies have a very easy path by training on the US there's some good companies and there's a lot of shit. I said multiple times as recently as yesterday that all of these Chinese stocks need to conform to generally accepted accounting principles they must have fully audited financials going back a period of no less than 5 ye...
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A Humble Mooer
:
got a link to this info? Bessent's media appearances have gone from good and informative to rambling and incoherent. I have stopped watching for the most part because the market isn't driven by anything fundamental anymore. Its all Trump fart analysis. soon CNBC will be analyzing wave patterns in trumps hair and asking Dan Ives what he thinks about the presidential makeup and what it means for tech
10baggerbamm
OPA Humble Mooer
:
this was this morning on mornings with Maria on Fox Business Maria bartiromo. and you are right because Trump farts and stocks stink right I mean that's kind of what's happening right now ultimately once we get through this quarter it seems what it's going to turn into maybe a little quicker they're saying we can get back to earnings and news that's relevant to the company and not just salesmanship to try to resolve this trade deficit and refinancing of 70% of the 36 trillion in the next 24 months.
A Humble Mooer
10baggerbamm
OP
:
USD has to come down off it's highs. That's the feds job to loosen monetary policy. Trump is creating the Greatest American uncertainty of my lifetime. This is not an investment environment. This is a pullback and retrenchment time. I'm super happy Google got out there and said their investment plans haven't changed and it's the right move for cash rich high growth in the cloud computing market but I'm thinking we see big changes in the pipe. I'm seeing rising probability that experience a lost decade in tech investment at the exact same time as China pulls ahead to dominate the entire high tech stack in addition to their dominanting trade in developing nations. It's just a tickle right now maybe a 10% chance but its a scary thought
Morning Movers Gapping Up $Teva Pharmaceutical Industries (TEVA.US)$rose by 4.9% as the company announced the FDA has accepted its filing for AJOVY for the prevention of episodic migraines in pediatric patients. $Dollar Tree (DLTR.US)$shares rose 1.3%, outperforming a declining market. Citi upgraded the stock to buy from neutral, calling it a "dark horse winner" in a global trade war. Gapping Down $Tesla (TSLA.US)$led a major ...
10baggerbamm
:
Dan Ives he's in panic mode. I commented I listen to him speak live last Friday online on X and he's in absolute panic mode right now. I posted his commentary on Friday I posted his morning comments this morning and now you see him slashing prices on tech stocks his beloved Tesla his number one AI play for 2025 that he's pounded the table on with FSD and Optimus. he has slashed the price down dramatically this morning
RVLTN
:
and nothing to do with Tesla either. super mega todded you are this week , i thought thF was you slumped over at the party in queens,,balloon in hand , 12 on the floor lmao
103706436
103706436
:
NO 51 JALAN 1 RUMAH MURAH PASIR PENAMBMANG 45000 KUALAN SELANGOR MALAYSIA01123877303 Please contact Banks: connect with the branch service for Cash / Money Market to come to the house. Is there a phone number and address? You can call me IiM Zhang. Do you need cash? Is it a walk to KL? Only walk from home to the Banks.
Saywallahcuzzy
:
"How Much of Alibaba's Revenue Comes from the United States? At least 1%" I am a bit confused then. There is still 99% of motivation to stick to this?
SKYWalkers
OPSaywallahcuzzy
:
I have no clue, enthusiasts say Baba is very strong and will not be affected, I do not know enough to agree or disagree with them. because I am a big picture guy, my personal investment thesis is this: under Cold War 2.0, no China company listed on US stock market can survive, I have said don't touch China companies since 2018. although personally I think Baba is a great company, but that is nothing under the currents of geopolitics.
如夢如幻
Saywallahcuzzy
:
Alibaba is strong, but it is hard to understand how much impact the tariffs will have on China's internal economy after the collision (it doesn't seem to be very significant). Currently, a large part of the price is caused by panic.
$JD.com (JD.US)$ Gap filled for $JD... PE: 10x Annual FCF: RMB 43.7 bil (US$5.9bil) Market Cap: $53 billion Buyback program: $5 bil (~ 10% of market cap) JD Announces US$5.0 Billion New Share Repurchase Program, the Company may repurchase up to US$5.0 billion worth of its shares (including ADSs) over the next 36 months through the end of August 2027
73641989
103046862
:
That's weirdthey don't have American business segment. There may be a small impact on the supply chain in the "Buy Global in China" segment, which is generally cosmetics or luxury goods, mostly sourced in Europe or Japan. Even before the tariffs, it was cheaper to buy in Europe than in the US.
$JD.com (JD.US)$I warned bulls to run at the peak, but instead bulls added more. Confirm go below 40 soon. Bulls shit on pants.
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73968197
:
Do not buy this kind of garbage, even if it rises. It lacks flexibility and is a waste of time. Honestly, choose quality and flexible U.S. stocks instead.
$JD.com (JD.US)$Chinese stocks fell Monday as the Hang Seng Tech index slid into correction territory amid heightened market uncertainty prompted by the Trump administration's tariff policy.
FOMC holds rates amid heightened uncertainty: Where will US stocks head next?
🎙️Discussion 1. With the Fed highlighting "elevated uncertainty", are you prioritizing rate projections or near-term economic data for ma Show More
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This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data. Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
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Shroomie : moomoo is Chinese.....
ykleong213 : What is the impact of Nvidia and AMD?
10baggerbamm OP Shroomie : it's going to happen I mean just look at what's going on with Nvidia it's really that simple and Nvidia is the poster child the first week Larry Ellison the CEO of SoftBank right everybody's up there $500 billion dollars is data centers make the US the technology capital of the world .every company that's Chinese is fuck man I'm telling you they are screwed blued in tattooed there's no exceptions going to be made I mean he's destroying in video right now you're watching it happen and I said a long fucking time ago that Jensen should pull out of China I said this last year when Biden was imposing restrictions on Nvidia I said Jensen should put on a red white and blue leather jacket and say I'm an American and this is what I believe is my duty as a CEO not to sell gpus into China if they want to buy gaming chips that's fine but no gpus of any kind he would have been rewarded for that with the higher stock price now the stock is fucking garbage it is dead money there's no tail winds everything is a hurdle in front of them and it's going to keep hitting them there's going to be further limitations. you have three buckets as the head of the treasury describes it a green a yellow and a red the green are going to get the lowest tariffs then the yellow and guess who's in the red well you know what there's going to be a lot of other countries in the yellow and the red they're going to be restricted that Nvidia and other companies won't be permitted to sell to I can guarantee you that that I will 100% guarantee.
and all that's going to do is further deteriorate Nvidia it takes away from the overall profitability it takes away from their profit margins because they have a cost associated with design and the more units they sell the higher the margins are the less they sell the lower the margins are so this is nothing but going to continuously destroy value for NVIDIA the stock's fucking dead money it's a great company it's a shit investment plain and simple and as far as owning Chinese stocks you're out of your fucking mind I think you're playing with fire you're playing Russian roulette with the semi-automatic owning a Chinese stock that trades on any US exchange it's really that simple.
李白的李 : What's wrong with you, buddy?
10baggerbamm OP 李白的李 : I have almost four decades in the business I've got a lot more insight than most people and I'm telling you right now Trump don't give a flying fuck about Chinese stocks if he's willing to throw in video under the bus and Nvidia is the poster child for everything that he is bragged and boasted about in the United States the technology capital of the world $500 billion in data centers being built out Nvidia spending $500 billion yesterday was announced and now this Chinese stocks are screwed I'll ask you what's wrong with you buddy because if you own Chinese stocks in the United States you're going to wake up and they're going to be marked down 30 40 50% because the day he announced it they're going to crash
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