I'm not so bullish on semis anymore due to the cyclical nature of the sector. I know there's still a shortage but what if the economy slows down? I'm not saying we're going to have a recession but those CCI numbers are concerning. If the economy slows down because of rate hikes and it turns out that inflation is more persistent than thought then we're going to be in a stagflation environment. How much of the semi industry and the projected growth actually stems from a strong consumer? I am talking AMD, NVDA, TSMC (AAPL) and the like. How much of it actually thrived off the metaverse meme and crypto of the last couple of months? I suppose there are companies in the sector that are much less cyclical than those mentioned. I hear that the memory sector within the sector of semis is set to grow in the coming years but I don't know anything about it. I just don't know if I want to still be bullish on the overall sector
Lucas Gray
I won't let Rocker out of my basement until you all buy MARA.
What does /smg/ think about Unity? I'm seeing more and more double A games on the platform and having used it, it seems pretty intuitive for devs who don't want to pay to make their own engine.
Tomorrow will be a completely uneventful day. A couple of pink and green wojaks, a few snide remarks by bears and some crabs as well Most of the discussion will be focused on the resident tripfags, avatarfags, and soxl shills due to sheer boredom.
How do I determine my poorfolio's risk-adjusted ROR?
2024 is projected to be peak commodities. I hope you have a good chunk (20%+) in that sector, things like energy, uranium (big one), oil, gas, water, fertilizer, etc
>P/E ratio: Low = Good, High = Bad (compare with industry standards)
>EPS: High = Good (compare with industry standards)
>P/S ratio: Low = Good, High = Bad (compare with industry standards)
>P/B ratio: Low = Good (compare with industry standards)
Also make sure there is not too much debt, okay equity, growing steadily year to year. Insiders are holding/buying. No/little share dilution. Net income, gross margin are steadily increasing.
To make max gains go for companies under 3 bill market cap.
There I just saved you 5 years of economics in university
t. 5 years of economics in university working as a wageslave for a bank in Norway
Aiden Campbell
>market goes down buy more >market goes up take some profits
They also bought Weta who did the animation for Avatar and Lord of the RIngs
Bentley Williams
tell him to film a new update while he's down there.
Isaac Cruz
Would appreciate some help with TA, specifically MACD, because I feel like I'm not seeing something. Is is as useful as it seems or am I missing something? When looking back at the past, it seems like every time the 12 day EMA started reversing and going up, even if it hasn't crossed the 26 day EMA yet, it essentially always signaled a reversal in price. It seems awfully easy to trade based on this. Am I missing something? It can't be that good for predicting price movements.
Gavin Adams
Is it too late to get into natural gas? I get payed thursday
>2024 is projected to be peak commodities You got a sauce? I listened to this guy Jeff Currie and think it's interesting but wouldn't know where to start
Dylan Gomez
anyone think U is an acquisition target?
Colton Flores
He has a case of bud light, a microwave, some frozen tendies, and phone with access to /smg/ and youtube. He'll make them when he gets bored.
What about things like junior miners or R&D pharma, where their strategy is to lose money and get bought out / generate money from patents? I suppose when you get specialized, you need to know the sector you're trading.
Thoughts on Free Cash Flow? What are some other overlooked metrics?
Nathaniel Collins
its too late you have no future stop jerking off to anime tits go outside, have sex, procreate
Most people don’t read the fine print on their loans or credit cards, if it’s variable rate then it’s directly tied to the fed rate and all that debt like psernal loans business loans all types of debt instantly gets more expensive. That’s why when they raise rates it cools off the economy, it seems trivial but 1.5-2% interest is what the banks pay, the banks and lenders charge 1.75-2.5% more to you the consumer on top of that. So in reality for the consumer it’s like a 5% interest rate
Amazing that March 2020 is barely a blip on that graph. I thought that was the big one and that we were truly entering a 30-year depression. World-ending plague + lockdowns + asset bubble + Fed ran out of tools since they'd been lowering rates since 2019 (which turned out to be wrong, they could in fact print harder).
