Investmentchancen WKN: A2QMYY ISIN: US4330001060 Kürzel: HIMS Forum: Aktien User: Gold_treasure1

Schau Dir mal den smart/dumb money confidence Indikator an ;-)

Hmm keine Ahnung. Rechne mit einer größeren Korrektur demnächst und baue deshalb etwas Cash auf/ kaufe nicht gleich alles nach.

Trump gibt den Peacemaker. Dem geht wohl der Stift dass die Märkte länger abschmieren. 😄

Was denkt ihr ? Weiter abwärts ? Könnte mir nochmal nen abverkauf vorstellen mit rebound nach dem Mittag.

Das zum Thema weniger Speicher. Ein Gerücht das bei herkömmlichen Server-Speicher der Rack von NVIDIA weniger weniger Speicher benötigt, aber nicht bei den von Micron HBM4 und co. Aber trotzdem könnte es ja in Zukunft irgendwann sein. Nachfrage weiterhin stark und NVIDIA Zertifizierung für Micron HBM4. https://www.boerse-global.de/micron-aktie-1042-prozent-sturz-trotz-hbm4-zertifizierung/793774

Wow der Post ist so lang, da ist es schwer dir einen Daumen hoch zu geben, weil die so winzig sind 🤣😅

It started with the jobs report this morning. The US economy added 172,000 jobs in May. Wall Street expected 88,000. That is almost double. On any normal day, strong jobs is good news. But inflation is already at 3.8% and oil is sitting at $90. A labor market this strong tells the Fed it cannot cut interest rates and may actually need to raise them. The probability of a rate hike this year went from 40% to 57% in a single day. That spooked every investor holding tech and growth stocks because higher rates mean those stocks are worth less today. Then the AI trade started cracking. Yesterday Broadcom reported record earnings: revenue up 48%, AI chip sales up 143% and the stock still crashed 12.6%. The reason was simple. Broadcom did not raise its AI revenue targets for the year. Investors had expected it to. That single miss made people ask a question they had been avoiding for months: are we paying too much for AI stocks? That question got louder today when a research firm called SemiAnalysis revealed that Nvidia's next-generation AI chips will need significantly less memory than everyone assumed, roughly half of what the market was pricing in. Memory chips are what companies like SK Hynix and Samsung make. SK Hynix fell nearly 10% today. Samsung fell over 6%. South Korea's entire stock market crashed 5.5% in a single session. Japan's semiconductor stocks did the same. And then Anthropic added fuel to the fire by publishing a report warning that AI is getting close to the point where it can improve itself without human help and calling for a global pause in AI development. Coming on the same day as the memory demand news and Broadcom's miss, it fed a single growing fear across the market: what if the AI boom is moving faster than the business models can keep up with? Underneath all of this, there is a liquidity problem nobody is talking about. SpaceX goes public next week at a $1.75 trillion valuation. Anthropic just filed to go public. OpenAI is next. These three companies together are worth $4 to $5 trillion. Fund managers need cash to buy into these listings. But cash levels are already at their lowest since early 2024. The only way to raise cash is to sell what they already own. That selling is happening right now. The new Fed Chair Kevin Warsh will also hold his very first policy meeting in 11 days. He was appointed by Trump with the expectation of cutting rates. He is now walking into a situation where inflation is high, oil is high, and the job market is running hot. Investors do not know what he will do. When nobody knows what the most powerful central banker in the world will decide in less than two weeks, the safest move is to reduce risk today. Everything that could go wrong, went wrong at the same time. A hot jobs report, a collapsing ceasefire, a crack in the AI trade, a trillion dollar liquidity drain, and a Fed meeting with no clear outcome.

Hmm vielleicht wird das jetzt auch die Korrektur, mit der jeder gerechnet hat 😅🫠

Job Daten. Daher Zins Erhöhung die im Raum steht.

Wann kommt den mal eine Gegenbewegung beim Nasdaq? S&P interessiert mich nicht, weil ja Tech korrigiert

Procter und Gamble, Coca Cola, General Mills, Unilever, Walmart, Pfizer, Berkshire, Kraft Heinz, MC Kesson alle grün, holt Euch auch mal defensive Aktien ins Depot 😉.

Gab’s heute irgendwas gravierendes, oder wieso sind tatsächlich alle 45 Positionen auf meiner Beobachtungsliste rot?

Ich habe mir gestern gedacht, ich warte das Wochenende ab und investiere dann wieder was. Nein ich geh gestern schon rein 😂 so ist das

Wow. Was ein Tag.

Sieht heute ja wirklich alles bescheiden aus 😅

Rubrik vor den Zahlen. Aber ja andere Positionen wie Now halte ich einfach stur weiter