TECH

All tech earnings will be at or above predictions. Guidance will show forecasted growth. However the US government is announcing all these deals with all these companies, the shutdown will persist through at least middle October (~2 more weeks). If the government can’t fund itself, how will it fulfill these contracts? Then we start to get data again regarding jobs/unemployment/etc. we’re going to find out the economy is shit and retail is going to start pulling their money as the holiday season will prove that consumers aren’t spending as they should and may be too fearful to go ham on holiday shopping. As money is pulled P/E will be taken a bit more into account and firms will start pulling money. Then it’s just a domino effect. I’m buying SPY 605p when SPY hits 674. I’ll post a yolo when I do it. I don’t have a lot of capital but I’m going to drop about 20% of my port into the play.

With tech earnings 22 days away, what are some companies you are buying positions on?

money as an investment is stupid, it just goes down in value over time /s (gold isn't just used for jewelry, its also a critical metal for GPUs and other tech - its incredibly conductive. also in CPUs)

Tech investors says valuations in AI are in a bubble, well the market hasn't been getting that memo

unlikely, imo the musical chair game stops kinda soon. Guys on HN talking about it a lot recently and they seem to be early onto shit when it comes to tech trends. Personally I'm fully out of AI shit now

Just attended a tech conference and everyone is talking about AI. Makes me wonder whether to double down on AI stocks

Pypl is all of value tech crypto ai. It’s just starting to pump. Earnings end of month will show growth in revenue and eps again to shut down the false narrative it’s a dying business. You add one more possible catalyst in partnership for anything AI or stablecoin/crypto this thing takes off towards 2021 levels

BBW has been the best performing stock even beating tech stocks so, i think it could rip

Public tech companies found a way to arbitrage the public equity AI trade by funneling AI Capex through the unlisted OpenAI

I still think NVDA will be the AI Cisco one day as competition(or just big tech making in-house stuff like TPU/Trainium) ramps up / companies find that they overordered, although competition is taking its sweet time so could be a long while.

More I read about POET more I’m gonna buy leaps. Gonna try to double my leap total. This type of tech is the next leap forward. That and CCCX.

This weirdo named berhunter just asked me to give him a ride home from the bar. He was wasted, rambling on about some tech stock bubble. What a total ber loser. 🤌

Nvidia, AMD, Intel — they all make the chips. But POET builds the in-between tech that makes those chips talk to each other way faster and way cheaper. Instead of electricity, they use light (photonic chips), which means less heat, more speed, and lower cost. AI and data centers are exploding, and POET is the piece that lets all those GPUs actually work together efficiently. In short: the giants build the engines, but POET builds the highway that makes them run at full speed.

Tech going brrr tomorrow

The name of the company, POET. It is a high-tech cutting edge firm based in ontario. And by the way John our analyst indicate it could go a heck of a lot higher

people have been posting about this shitty company for years with 0 to show for it. They have at least 4 competitors in the space who are privately owned. The moment the Chinese decide to unveil this tech, the stock craters. Their parents are toilet paper.

Tech companies are hyped on AI because of my furry AI art

AMZN is crazy risky because Bezos, SVPs, and his ex-wife keep selling their shares, but Chatgpt and Gemini both say the stock goes up 4% after Amazon Prime Day after 1 month. plus Tech earnings in 30 dte So, I bought calls.

"Nvidia CEO Jensen Huang says the chip giant will continue to sponsor H-1B visas and pay all associated costs — including the $100,000 fee imposed by President Donald Trump's executive order last month. In an internal memo seen by Business Insider, Huang told staff that "the miracle of Nvidia — built by all of you, and by brilliant colleagues around the world — would not be possible without immigration." Various sectors, including tech and education, have raised concerns about the fee, and a lawsuit has been filed to challenge it."

Gonna watch all the POET gain porn tomorrow and relish the fact that my tech portfolio is only down 0.32%

Tech seems to be legit from all I’ve read it’s just a very niche. This $75m investment could send them mooning though if it’s from NVDA, MSFT, AMZN or any of the other tech giants

Archer gets a lot of hate here but it has a reliable floor and legitimate business, plus they know hype and marketing which is incredibly important for these tech/aerospace companies. Not to mention numerous catalysts in the coming years. I trade in and out of shares and options and they've been good to me.

Any plasma tech stocks out there? Only a matter of time until it's the new big thing.

We are truly in the final moments before economic collapse when 80% of the stock markets growth relies on a tech circlejerk money glitch

Do you think intel is announcing a partnership with amd during the tech event 9th of october? My regarded brain was just wandering... Nvidia has a piece of intel and a piece of open ai, open ai has a piece of amd, if amd gets a piece of intel it will just 1000x your otm calls trust me it's not a scheme

Tech traders, where do we buy SPY?

> $ORCL - ORACLE LOST NEARLY $100 MILLION FROM RENTALS OF BLACKWELL CHIPS IN MOST RECENT QUARTER - THE INFORMATION insane AI demand is a farce. without the push from tech companies to use AI products it'd be even less than it currently is.

**Sam Altmann or any tech bro reading this**: announce a well regarded acquisition that makes no sense pls

can anyone post the nonpaywalled article, like how exactly did they fail to monetize their GPUs? was it cuz they undercut hard tyo get marketshare, since theyre the new kid on the hyperscaler block? was it cuz blackwell stacks were poorly optimized/defective/bad so they invested too soon into bad tech? was it cuz simply no one cared and customers didnt show up cuyz they didnt see the need for compute? like more than a stupid headline, **WHY** did they make a 100m loss?

Quick tech companies, announce another AI investment deal with OpenAI or Oracle.

CLX, every single time tech dips all in Clorox. It's the most reliable thing I trade

Due for sector rotation to value. Value + tech + ai partnership opportunities = Pypl

Here is a breakdown of OpenAI's revenue: 2024 (Actual/Reported): Around $3.7 billion 2025 (Projected): $12.7 billion 2026 (Projected): $29.4 billion this company is expected to be worth 500billion and is linked to every other tech company. what can go wrong??

If you're a Mag7 or a big tech CEO, can you afford not to offer Sam Altman a piece of your company for the privilege to be associated with OpenAI?

shorting bitcoin + long tech still easiest $ in world. back to 110k

Plunge protection team to each other: “let’s let the usual tech take a break today and use AMD to prop up qqq today.”

Some fella said nbis is bad business because it spends money on tech now that will be useless in 3 years.... That's silly because it's like leasing any high demand product like luxury cars. After it's no longer useful for their cloud business, they can just sell it

wtf i literally sold all my defensive stocks to go all in tech and it only went green for a day before everything went inverse?!?!? SUCH A COINCIDENCE>???

it's so funny that other tech stocks can moon $50-$70 yet AMD gets a volatility warning on robinhood CALLS

The entire tech sector heads higher while RDDT heads lower lmao

Sofi tech has 5 times more trading transaction this morning than spy…… today’s the day my shorts print

Crazy how there hasn’t been any selling pressure on tech for months now. Perhaps sometimes a bit flat, but then it just gets pumped again by some random AI circlejerk announcement

She’s in training for a tech sales job outta college 

been late for months holding all these trash stocks like PG KO, tech is the way to go. fking didnt know money is so easy to be made, holding AMD in 1 day outgained 30 years of holding KO. this is my play seeing NVDA and OpenAI is going to need ORCL --> cloud computing, already moon AMD --> more graphic chips, already moon next up on the list MU, STX, WD --> OpenAI will announce for deal with these stocks to supply DRAM, expect it to surge another 40-50% once announced SMCI --> NVDA will announce deal for SMCI to engage with Nvidia-powered systems, +300% GEV, VRT--> OpenAI announce collab with to provide 10 year contract to power datacenters, +50% ARM --> NVDA will announce deal with ARM to provide ARM chips for ML, +100% TT, FIX --> OpenAI will announce deal to research and provide sub zero temperature for data center, +100% OKLO --> OpenAI will announce deal to research and fund nuclear energy, +500%. i thought Oklo is overvalued at 50B market cap, but when i see TSLA being 1T market cap, it means Oklo has 20 times more growth, i expect it to be $3000 over the next few years before stock split. sounds ridiculous but don't forget TSLA is $1 10 years ago tech stocks are not like trash stocks like KDP or KHC which plunge on good news KHC --> annouce split, stock -30% KDP --> acquire peet coffee, stock -30% im convinced we aren't even near the bubble yet, LETS GOOOOO PUSH THE MARKET HIGHER AND MAKE MONEY

just look at tech ceo that appears on tech ceo dinner with T...so far there's meta and Microsoft that hasnt fly

gold is too expensive? are you seeing other over valued assets like the US tech and crypto. that's what I call pure retardation.

Elon's announcement tomorrow will be that the Archer aircrafts will run on the same camera-based FSD tech that's found in tesla cars. ...Followed by Archer crashing when they realize it's not gonna work in their drone-helicopters either lmao

Just buy tech you can’t lose

#In late 2021, before the bear market started we had a period of sector rotation where tech stocks were sold off and non-tech stocks pumped. That will be the next step soon. LMAO🤌

Bio stock *shares* can do super-multi-baggers in one day. Tech could never.