General News
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Is this good or bad news.
@Jason-Knowles said in General News:
Is this good or bad news.
^^ ditto -
Hi positions are disclosed in arrears so could be 6 months old and will be at least 3. He didn't short the stock, he purchased PUT contracts. There is a difference but yes he was negative on Nvidia.
To Jason, I'm making the point that this 'expert' has been wrong more times than right and he's capitulated. Coupled with my general view that Short sellers are parasites.
Step 1. enter short
step 2. Produce often false claims
step 3. tell the worldand depending on your fame, it can often be that alone that causes the stock to fall.
Burry too made some pretty dodgy claims, suggesting longer asset lives on GPU's was manipulating earnings. That would be true if it were not for the fact that 4 year old GPUs are still fully utilised and being rented for absolute top dollar. See, if you stretch the life, the depreciation(expense) to write it down, is less and bingo, more 'profit'.
All derivatives are particularly risky because they can expose you to extreme leverage. Ask VW/Porsche about that
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Thanks for your explanation, tech looks to be getting a bit of a hard time so far today.
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It’s had a good month, year
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Tangentially relevant perhaps, but going short on something has to be hugely risky.
If I invest in something the MOST I can lose is the cost of thing I bought. The potential gains are unlimited (my £1 share may go up to £10, or £1,000,000, or higher ...)
If I buy something with the intention of shorting it then the MOST I can gain is the value of the thing in question (my £1 share could drop to £0.00, in which case I've gained £1), but my potential losses are limitless.
Always strikes me as a risky game to play. Plus I'm not clever enough to really understand it ...
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Nice rebound to end the week-good weekend to all
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Agree nice to see a bit of positive news at the end of the week, lets hope next week continues.
Wishing all a good weekend. -
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My ph tech went up a bit my other 2 portfolios went down, lets see how it goes this week.
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Just to add overall last week i was slightly up.
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I guess that, given that the different portfolios perform differently then whether your personal outlook bumped up or down was a matter of your personal distribution.
FWIW, I was down (heavily) overall last week but it nudged up slightly from Thursday to Friday (i.e from Friday to Saturday results.) But, as I so often bore everyone with, it's a long game.
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Microsoft, Nvidia, and Anthropic have announced a landmark partnership that reshapes the AI landscape. Nvidia is committing up to $10 billion and Microsoft up to $5 billion in Anthropic, valuing the company at $350 billion — nearly double its September valuation.
Previously tethered to AWS for its compute needs, Anthropic will now spend $30 billion on Microsoft Azure and secure additional capacity up to one gigawatt, effectively making Azure its primary cloud platform. Anthropic’s Claude models, including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5, will be available across all three major cloud providers — Azure, Google Cloud, and AWS — giving Claude unique multi-cloud access.
Nvidia and Anthropic will collaborate to optimise future models for Nvidia’s next-generation architectures, including Grace Blackwell and Vera Rubin, keeping Anthropic away from AWS’s Trainium and Inferentia chips. The move is a clear coup for Microsoft, strengthening its AI foothold while limiting Amazon’s influence despite its prior investment.
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Jensen said last night...
“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors on an earnings call. “From our vantage point, we see something very different.”
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I believe the budget was leaked early by the OBR-google is your friend
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Compare & contrast with that great lettuce budget - the Liz Truss special
Remember when it causing a plummet in the pound's value, a sharp rise in government borrowing costs (gilt yields), and a significant increase in mortgage rates. The unfunded tax cuts, estimated to be worth around $45 billion, triggered market turbulence and forced the Bank of England to intervene to restore financial stability.I like my budget days to be a bit ‘meh’.
The classic freezing of allowances is a bit of a nasty stealth tax, but no big surprise.Even as an EV owner - the anomaly over income from people like me was always coming home to roost.
Not entirely sure how they will manage it - the obvious way (to me) is to use DVLA records, & introduce a “MOT-lite” thing in years 1 and 2 to catch newer cars, where just the mileage is recorded.
….but they will probably make it more tortuous -
In other countries the owner/operator buys blocks of miles eg 0-10k, 10-20k etc and displays the 'sticker' like an old MOT. It's not exactly difficult. Whether it's fair to tax hybrids in this manner or miles driven outside the UK is an entirely different matter.
