Forum » Loža » Ameriški Delniški Trg
Ameriški Delniški Trg
Temo vidijo: vsi
Malidelničar ::
Chalky: pa se ti ne zdi, da obstaja velika nevarnost balona UI? In posledično crash? Nekateri govorijo o -50 do -80% crashu ...
Sunday is for God.
Saturday is for family.
Friday is for Franco.
Saturday is for family.
Friday is for Franco.
Mr.B ::
BLOOMBERG: OpenAI targets $30 billion funding at $1.4 trillion valuation
Sept 29 (Reuters) - OpenAI aims to raise at least $30 billion in a funding round and is seeking a valuation of about $1.4 trillion, not including the money raised, Bloomberg News reported on Tuesday, citing people familiar with the matter
https://www.bloomberg.com/news/articles...
Kot trenutno kaže bo:
ANTHROPIC: 2.5T IPO
OPENAI: 1.5T IPO
Če bosta oba že letos pomeni da so ZDA že zelo blizu $90T celotni vrednosti delniškega trga, kar bi bilo absolutno noro.
In da ne bo pomote: razumemo tudi, od kod bodo spet prišli novi trilijoni. Tako kot vedno. Dovolj je, da se najde primeren izgovor, naj bo to finančna kriza, energetska kriza ali vojna. Račun pa na koncu še vedno pristane pri istih ljudeh
Quantitative easing dramatically expanded M2 without proportional GDP growth. When the Federal Reserve purchases assets, M2 grows mechanically. If the economy does not grow at the same pace, velocity must fall — because the formula requires it. Each round of QE after 2008 pushed M2 higher while velocity fell further.
Smešno je,
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
Chalky ::
BREAKING: TSMC looking to build six fabs in Texas
TSMC is reported to be considering an investment in Texas which could be bigger than its planned $265 billion investment in Arizona
Texas' 'Silicon Prairie' already has TI, Samsung and Terafab among numerous chip plants and their suppliers. Texas's other advantages are energy which is readily available and comparatively cheap, low state taxes, generous state aid via the Texas Semiconductor Innovation Fund and proximity to customers.
Texas also has the engineering universities Texas A&M and the University of Texas at Austin, which are building out advanced packaging and semiconductor research infrastructure specifically tailored to train the next generation of technicians and engineers.
Additionally there are Rice University at Houston, Texas Tech University at Lubbock, the University of Texas at Dallas, Arlington and Tyler and the University of Houston. 75% of TSMC's customers are in the USA so expansion there seems logical.
https://www.reuters.com/world/asia-paci...
https://www.electronicsweekly.com/news/...
https://stocktwits.com/news-articles/ma...
Noro!!! Kot kaže bodo duplicirali projekt iz Arizone kjer gradijo 12 Fabov, če jih še 12 zgradijo v Teksasu bo pa to že resna zadeva. Musk poleg tega gradi tisto svojo Tera Fab in je kot kaže s tem v bistvu prisilil TSMC v nove masovne investicije da ne izgubijo Ameriškega trga. Trenutno je v Arizoni v zraku skoraj 35 cranes. ZDA gradijo kot utrgane.
TSMC is reported to be considering an investment in Texas which could be bigger than its planned $265 billion investment in Arizona
Texas' 'Silicon Prairie' already has TI, Samsung and Terafab among numerous chip plants and their suppliers. Texas's other advantages are energy which is readily available and comparatively cheap, low state taxes, generous state aid via the Texas Semiconductor Innovation Fund and proximity to customers.
Texas also has the engineering universities Texas A&M and the University of Texas at Austin, which are building out advanced packaging and semiconductor research infrastructure specifically tailored to train the next generation of technicians and engineers.
Additionally there are Rice University at Houston, Texas Tech University at Lubbock, the University of Texas at Dallas, Arlington and Tyler and the University of Houston. 75% of TSMC's customers are in the USA so expansion there seems logical.
https://www.reuters.com/world/asia-paci...
https://www.electronicsweekly.com/news/...
https://stocktwits.com/news-articles/ma...
Noro!!! Kot kaže bodo duplicirali projekt iz Arizone kjer gradijo 12 Fabov, če jih še 12 zgradijo v Teksasu bo pa to že resna zadeva. Musk poleg tega gradi tisto svojo Tera Fab in je kot kaže s tem v bistvu prisilil TSMC v nove masovne investicije da ne izgubijo Ameriškega trga. Trenutno je v Arizoni v zraku skoraj 35 cranes. ZDA gradijo kot utrgane.
Chalky ::
JUST IN: South Korea picks $22.3 billion Texas gas plant as first project under its $350 billion US investment deal
South Korea has selected a gas-fired power station in Encinal, Texas, as the first project under its wider $350bn US investment pledge, with the project valued at $22.3bn. The power plant is set to have total installed capacity of 6.3GW and is aimed at helping address increasing electricity demand from a rising number of semiconductor plants and artificial intelligence data centres in Texas.
https://finance.yahoo.com/energy/articl...
Prvi masovni projekt. Južna Koreja mora investirati 350 milijard dolarjev v ZDA. Prvih 22 milijard gre za gas plant v Teksasu. 150 milijard bo šlo za pristanišča. Japonska mora po dogovoru investirati 500 milijard dolarjev.
BREAKING: Trump to unveil $200 billion investment in US projects by South Korea, White House says
President Trump is set to announce a MAJOR $54 BILLION INVESTMENT in Alaska liquefied natural gas, as part of a $350 BILLION strategic investment deal from South Korea
President Donald Trump is set to unveil South Korea’s plan to invest some $200 billion in the US, including $54 billion for a long-stalled venture to export natural gas from Alaska that’s been championed by a Republican senator in a tight reelection contest.
The planned announcement, described by people familiar with the matter who asked not to be named, represents a first tranche of projects to win support under last year’s US-South Korea trade deal, which included a pledge of $350 billion in US investment. The announcement is expected to be made by Trump on Wednesday in the Oval Office, the people said.
Korea’s backing is likely to be crucial to develop the project to transport natural gas across Alaska and enable most of it to be exported to Asian buyers. Other energy ventures, including nuclear projects, are set to lure some of Korea’s investments, people familiar with the matter said.
https://www.reuters.com/legal/governmen...
https://www.bloomberg.com/news/articles...
https://www.nbcnews.com/politics/trump-...
200 milijard dolarjev je šele first tranche, če se ne motim bo šlo ostalih 150 miliajrd za obnove pristanišč plus gradnjo novih.
Zgodovina sprememb…
- spremenilo: Chalky ()
karafeka ::
A te investicije so bile pogoj, da jim niso carin nabili na 100%? In to tistih carin, ki jih je ameriško sodišče ukinilo?
Mr.B ::
Realnost je pa naslednja: fizika Chlky Fizika
Bain forecasts that annual spending on AI infrastructure might hit $1.5 trillion by 2031. Those expenses include new facilities, higher capacity and upgrades to the installed base of GPUs, memory and networking equipment.
If those capital expenditures amount to about a quarter of industry revenue - "an ambitious but reasonable percentage based on trends among cloud providers" - sustaining this level of investment would require an AI market approaching $6 trillion annually, Bain said.
Medtem pa :
The Fed is underestimating what's going to be necessary to restore price stability -- that we're probably not talking two or three hikes. We're talking five or six," Brusuelas said
The rise in yields has not been due to expectations of a too-dovish Fed allowing inflation to persistently exceed target. Instead, the rise has been in real yields as investors priced-in the Fed setting higher policy rates," Citigroup economist Andrew Hollenhorst said in a note. "It should not be surprising that this has led to both higher shorter-term and longer-term yields."
There's a good reason why central bankers are beginning to be concerned about overheating in the investment section of the economy,"
said Brusuelas, the RSM economist. "Mr. Market is signaling something to policymakers like Kevin Warsh that they ought to listen to.
Medtem pa povezano z zgornjo objavo:
Hedge funds hold a record share of the $30 trillion Treasury market. What could go wrong?
Hedge funds are becoming a force to be reckoned with in the roughly $30 trillion U.S. Treasury market, stepping in at a time when some traditional long-term investors have been looking at other options.
Hedge funds are about performance, typically shorter term focused on high watermarks and benchmark-beating returns," said Noah Hamman, founder of AdvisorShares
Bain forecasts that annual spending on AI infrastructure might hit $1.5 trillion by 2031. Those expenses include new facilities, higher capacity and upgrades to the installed base of GPUs, memory and networking equipment.
If those capital expenditures amount to about a quarter of industry revenue - "an ambitious but reasonable percentage based on trends among cloud providers" - sustaining this level of investment would require an AI market approaching $6 trillion annually, Bain said.
Medtem pa :
The Fed is underestimating what's going to be necessary to restore price stability -- that we're probably not talking two or three hikes. We're talking five or six," Brusuelas said
The rise in yields has not been due to expectations of a too-dovish Fed allowing inflation to persistently exceed target. Instead, the rise has been in real yields as investors priced-in the Fed setting higher policy rates," Citigroup economist Andrew Hollenhorst said in a note. "It should not be surprising that this has led to both higher shorter-term and longer-term yields."
There's a good reason why central bankers are beginning to be concerned about overheating in the investment section of the economy,"
said Brusuelas, the RSM economist. "Mr. Market is signaling something to policymakers like Kevin Warsh that they ought to listen to.
Medtem pa povezano z zgornjo objavo:
Hedge funds hold a record share of the $30 trillion Treasury market. What could go wrong?
Hedge funds are becoming a force to be reckoned with in the roughly $30 trillion U.S. Treasury market, stepping in at a time when some traditional long-term investors have been looking at other options.
Hedge funds are about performance, typically shorter term focused on high watermarks and benchmark-beating returns," said Noah Hamman, founder of AdvisorShares
Smešno je,
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
Mr.B ::
Ob tako mrtvem trgovanju z nepremičninami hedge skladi verjetno sploh ne jokajo. Kratkoročni dobički se očitno trenutno lažje pobirajo na obvezniškem trgu kot pa iz nasedlih nepremičnin, ki čakajo na boljšega kupca.
Smešno je,
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
enavlaka ::
Saj so imeli skladi in banke neke omejitve glede prodaje nepremičnin. Če bi začeli likvidirat portfolijo bi se vse sesedlo
Mr.B ::
Saj so imeli skladi in banke neke omejitve glede prodaje nepremičnin. Če bi začeli likvidirat portfolijo bi se vse sesedlo
Nepremičninskega balona v ZDA seveda ni. Samo prodajalcev je dvakrat več kot kupcev, obrestne mere so rekordne, nad 7,5 %, cene pa še vedno rinejo navzgor. Trg očitno kljubuje ekonomiji, matematiki in zdravi pameti.
Če pa bo nekega dne vse skupaj počilo, bodo isti ljudje razlagali, kako jih je dogodek popolnoma presenetil. Povprečen Američan naj bi imel po nekaterih statistikah hišo vredno več kot milijon dolarjev. Takšno bogastvo je zelo lepo imeti, dokler ga ni treba dejansko prodati.
Smešno je,
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
karafeka ::
Trgi grejo vsi gor, pa vse ostalo tudi. Zakaj? Ker ima tistih 1% bogatih toliko denarja, da lahko pokupi vse. En delavec, v celem svojem življenju ne dobi na kup milijon€ bruto, kaj šele neto, kaj šele ko stroške zraven vračunaš oz. odšteješ (stroški, ki so zaradi elite vse višji). Elita ima pa milijarde!!!! Ena milijarda je tisoč milijonov, se pravi več kot si lahko privošči delavec v svojih tisoč življenjih.
Še včeraj je bila novica tudi, da ima samo 10% ljudi 50% vsega denarja na slovenskih bankah. V dreamland, pa še kje drugje, je pa neenakost še večja. Potem pa elita spusti naokrog te bote, ki ta pokvarjen sistem še na vse pretege hvalijo.
Še včeraj je bila novica tudi, da ima samo 10% ljudi 50% vsega denarja na slovenskih bankah. V dreamland, pa še kje drugje, je pa neenakost še večja. Potem pa elita spusti naokrog te bote, ki ta pokvarjen sistem še na vse pretege hvalijo.
pegasus ::
https://www.visualcapitalist.com/sp/pla... ... evo, čezlužje nekje na istem nivoju kot romunija 
3IAtlas ::
Še včeraj je bila novica tudi, da ima samo 10% ljudi 50% vsega denarja na slovenskih bankah. V dreamland, pa še kje drugje, je pa neenakost še večja. Potem pa elita spusti naokrog te bote, ki ta pokvarjen sistem še na vse pretege hvalijo.No bot here - na bankomatu v socialnem Mecatorju je bil pred mano nižji do srednji sloj tip, 40, kik kavbojke, starejši Clio, domačin slo. Ko je šel stran pridem do ekrana da še jaz dvignem, in je tistih nekaj sekund še ostal njegov screen - Stanje na računu: 120k. Jaz revež potem dvignil z moje dvomestne št. stanja za njim.
Nižje od povprečja družine majo 120 jurjev min. v slo kar tako ta trr-ju. Plus nepremičnina, avto, šiht pa še kak zlatnik/prstan doma.
Utk ::
nižji do srednji sloj tip, 40, kik kavbojke, starejši Clio
Ja, taki imajo pri nas. Ko vidiš ušmekanega tipa z audijem je pa zelo verjetno tam nekje kot ti.
DarwiN ::
Hah, Nvidia je v pičlih 4 letih skočila za skoraj 2000%.. Tako ne gre naprej in prej ko slej bo nekaj počilo. Tko da, če bi rad ostal revež ... 
You don't see faith healers working in hospitals
for the same reason you don't see psychics winning the lottery!
for the same reason you don't see psychics winning the lottery!
GupeM ::
Še včeraj je bila novica tudi, da ima samo 10% ljudi 50% vsega denarja na slovenskih bankah. V dreamland, pa še kje drugje, je pa neenakost še večja. Potem pa elita spusti naokrog te bote, ki ta pokvarjen sistem še na vse pretege hvalijo.No bot here - na bankomatu v socialnem Mecatorju je bil pred mano nižji do srednji sloj tip, 40, kik kavbojke, starejši Clio, domačin slo. Ko je šel stran pridem do ekrana da še jaz dvignem, in je tistih nekaj sekund še ostal njegov screen - Stanje na računu: 120k. Jaz revež potem dvignil z moje dvomestne št. stanja za njim.
Nižje od povprečja družine majo 120 jurjev min. v slo kar tako ta trr-ju. Plus nepremičnina, avto, šiht pa še kak zlatnik/prstan doma.
Mogoče je pa ravno dobil kredit za bajto? Ne moreš tega kar nekam vložit potem...
Sicer pa poznam kar nekaj ljudi, ki dobivajo 5 mestne bruto mesečne plače, pa vozijo Cliote, stare Golfe, Octavie, Polote,... Kaj delajo s preostalim denarjem, pa ne vem. Nekateri si privoščijo drage počitnice/potovanja, drugi verjetno vlagajo, tretji verjetno samo šparajo na TRR-ju...
Zgodovina sprememb…
- spremenil: GupeM ()
Mr.B ::
Seveda bo vsaka objava Chalkyja oziroma gümpfix v naslednjem tednu o sijajnem stanju ameriške borznih rekordov, cvetočem gospodarstvu in modrostih iz Trumpovih tvitov zgolj posledica naključnega sosledja dogodkov. Nobene povezave, kot vedno.
Everyone Hates Private Equity. Trump Is Bailing It Out.
President Donald Trump picked an odd political moment to remove guardrails from the private equity industry. A July poll commissioned by Americans for Financial Reform found that a 65 percent majority agreed with the statement, "We need guard rails for Wall Street firms like private equity because otherwise they maximize short term profits for themselves, cut jobs, and reduce the quality of products and services." There was surprisingly little partisan difference on this point. A 59 percent majority of Republicans agreed with a 78 percent majority of Democrats.
The pressure to deploy vast sums of capital--a staggering $2.18 trillion in global "dry powder," the committed but uninvested capital held by private equity, as of March 2025 --has led to a chase for deals at any price.... The industry is now sitting on a bloated inventory of an estimated 31,000 companies, collectively valued at a staggering $3.7 trillion, with a persistent and widening gap between on-paper valuations and what a rational buyer is willing to pay in the real world.
Everyone Hates Private Equity. Trump Is Bailing It Out.
President Donald Trump picked an odd political moment to remove guardrails from the private equity industry. A July poll commissioned by Americans for Financial Reform found that a 65 percent majority agreed with the statement, "We need guard rails for Wall Street firms like private equity because otherwise they maximize short term profits for themselves, cut jobs, and reduce the quality of products and services." There was surprisingly little partisan difference on this point. A 59 percent majority of Republicans agreed with a 78 percent majority of Democrats.
The pressure to deploy vast sums of capital--a staggering $2.18 trillion in global "dry powder," the committed but uninvested capital held by private equity, as of March 2025 --has led to a chase for deals at any price.... The industry is now sitting on a bloated inventory of an estimated 31,000 companies, collectively valued at a staggering $3.7 trillion, with a persistent and widening gap between on-paper valuations and what a rational buyer is willing to pay in the real world.
Smešno je,
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
Chalky ::
DarwiN:: danes, 12:38:02
Sicer več 1000% rasti ni več za pričakovati ampak Yahoo poroča da bo NVIDIA leta 2030 presegla 15 Trillionov Market Capa kar pomeni še 200% potencialne rasti. Napovedujejo 1 Trillion prihodkov ter 500 milijard čistega dobička. Jensen je pa mesec dni nazaj povedal da bodo že prihodnje leto dosegli 700 milijard prihodkov kar pomeni da bi lahko 1 Trillion dosegli že precej prej.
Sicer več 1000% rasti ni več za pričakovati ampak Yahoo poroča da bo NVIDIA leta 2030 presegla 15 Trillionov Market Capa kar pomeni še 200% potencialne rasti. Napovedujejo 1 Trillion prihodkov ter 500 milijard čistega dobička. Jensen je pa mesec dni nazaj povedal da bodo že prihodnje leto dosegli 700 milijard prihodkov kar pomeni da bi lahko 1 Trillion dosegli že precej prej.
Chalky ::
The US economy expanded at an annualized rate of 2.2% in Q2 2026, revised up by 0.7 percentage point from the 2nd estimate, following an upwardly revised 2.5% growth in Q1. The stronger estimate reflected upward revisions to investment, consumer spending, and government spending
https://finance.yahoo.com/economy/artic...
Ameriška gospodarska rast je bila v prvih 6 mesecih bistveno višja kot so prvotno poročali. ZDA so v Q1 in Q2 dodale več GDP-ja kot Kitajska. Kitajska rast je sicer nekoliko večja v procentih ampak je ameriški GDP 12 Trillionov večji od Kitajskega tako da so ZDA še povečale razliko. Za Q3 napovedujejo 4-5%.
https://finance.yahoo.com/economy/artic...
Ameriška gospodarska rast je bila v prvih 6 mesecih bistveno višja kot so prvotno poročali. ZDA so v Q1 in Q2 dodale več GDP-ja kot Kitajska. Kitajska rast je sicer nekoliko večja v procentih ampak je ameriški GDP 12 Trillionov večji od Kitajskega tako da so ZDA še povečale razliko. Za Q3 napovedujejo 4-5%.
Zgodovina sprememb…
- spremenilo: Chalky ()
Mr.B ::
The US economy expanded at an annualized rate of 2.2% in Q2 2026, revised up by 0.7 percentage point from the 2nd estimate, following an upwardly revised 2.5% growth in Q1. The stronger estimate reflected upward revisions to investment, consumer spending, and government spending
https://finance.yahoo.com/economy/artic...
Ameriška gospodarska rast je bila v prvih 6 mesecih bistveno višja kot so prvotno poročali. ZDA so v Q1 in Q2 dodale več GDP-ja kot Kitajska. Kitajska rast je sicer nekoliko večja v procentih ampak je ameriški GDP 12 Trillionov večji od Kitajskega tako da so ZDA še povečale razliko. Za Q3 napovedujejo 4-5%.
Pa kljub temu potrebuješ »translat«, njihove obveznice pa noče kupiti skoraj nihče. Razen seveda tistih, ki dobijo sveže natisnjen »free money«.
Smešno je,
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
karafeka ::
Chalky ::
Nekaj pomembnih točk:
- Musk je ponovno Trillionar
- Jeff Bezos se približuje 500 milijardam
- NVIDIA je blizu 6 Trillionom
- Ameriški delniški trg se približuje ATH
- Cena nafte gre lepo navzdol
Skratka ZDA so neustavljive edina pot je navzgor.
- Musk je ponovno Trillionar
- Jeff Bezos se približuje 500 milijardam
- NVIDIA je blizu 6 Trillionom
- Ameriški delniški trg se približuje ATH
- Cena nafte gre lepo navzdol
Skratka ZDA so neustavljive edina pot je navzgor.
Chalky ::
pegasus:: ravnokar
Višje gre stock market lepše zgleda 401k. Za ostali svet pa prav tako če seveda investiraš v ameriški delniški trg. Bolje da se denar kopiči na Zahodu kot v kakšni Kitajski in ker živimo pod zahodnim svetom je to seveda pozitivno za vse nas.
Seveda je zgodba drugačna če imaš denar v ruskem oziroma kitajskem delniškem trg (predvidevam da ti investiraš tam). Potem je tvoje vprašanje na mestu.
Višje gre stock market lepše zgleda 401k. Za ostali svet pa prav tako če seveda investiraš v ameriški delniški trg. Bolje da se denar kopiči na Zahodu kot v kakšni Kitajski in ker živimo pod zahodnim svetom je to seveda pozitivno za vse nas.
Seveda je zgodba drugačna če imaš denar v ruskem oziroma kitajskem delniškem trg (predvidevam da ti investiraš tam). Potem je tvoje vprašanje na mestu.
gozdar1 ::
Še bolje bi bilo, če bi se denar investiral v nove tovarne, višje plače, infrastrukturo,..
Chalky ::
Še bolje bi bilo, če bi se denar investiral v nove tovarne, višje plače, infrastrukturo,..
Kar se tiče novih tovarn in investicij so ta zgodovinsko visoka, v ZDA gradijo nenormalno število tovarn. Se pa strinjam da bi morali stock buybacks prepovedati za vsaj 5 let. Zadnjič je NVIDIA odobrila rekordni 235 milijard stock buyback in me je kar razjezilo. Sicer je to dobro za lastnike delnic ampak ta denar bi šel lahko v infrastrukturo, nove tovarne itd kar bi čez čas prav tako povečalo ceno delnice.
NVIDIA bi lahko s tem denarjem sklenila dogovor z INTELOM da bodo zgradili 12 Fabov, se pa raje odločijo za butasti stock buyback. Podobno je Trump prepovedal Lockheed martinu in Rayhteonu in podobnim da morajo denar investirati v tovarne in proizvodnje linije in ne odkupovanju svojih delnic.
Zgodovina sprememb…
- spremenilo: Chalky ()
gruntfürmich ::
Sicer pa poznam kar nekaj ljudi, ki dobivajo 5 mestne bruto mesečne plače,
S čim se pa ukvarjajo, če ni skrivnost?
Njegovi direktorji?
Zgodovina sprememb…
- spremenil: gruntfürmich ()
pegasus ::
dronyx ::
Anthropic IPO could value the company at more than $2 trillion
Anthropic lost $42 billion in 2025
Zadnjič sem poslušal zanimivo razlago, kako so bili IPO-ti včasih bistveno drugačni. Včasih je bil IPO na začetku razvoja nekega podjetja in so na ta način dobili denar za rast. Za Amazon je bil podatek, da če si na začetku vložil 1.000 USD imaš danes več milijonov, torej začetni investitorji so imeli zelo konkretne koristi pri razvoju in naraščanju vrednosti podjetja. Danes je pa situacija bistveno drugačna. Podjetja dolgo časa ostajajo zasebna in se financirajo na drugačne načine, šele ko so vrednotenja že astronomska gredo v IPO, da izkeširajo lastnike in prve investitorje. Nek SpaceX ali Anthropic praktično nima nikakršne možnosti, da bi v doglednem času vrednost zrastla za 10x ali celo 100x, saj so že obstoječa vrednotenja težko doumljiva. Kdor sodeluje sedaj pri teh IPO dejansko kupuje deleže podjetji po zelo visokih cenah.
Chalky ::
dronyx:: danes, 07:18:52
Zanimivo kajti ravno včeraj članek:
https://www.marketwatch.com/story/space...
Že zdaj je vsakemu človeku ki spremlja zadeve jasno da bo SpaceX najmanj 10T podjetje v resnici pa še bistveno vrednejše. Zato ti res ni potrebno biti prav pameten. Že preko starlinka bodo imeli najmanj 1 Trillion prihodkov letno. Pa je to zgolj en manjši segment.
Zanimivo kajti ravno včeraj članek:
https://www.marketwatch.com/story/space...
Že zdaj je vsakemu človeku ki spremlja zadeve jasno da bo SpaceX najmanj 10T podjetje v resnici pa še bistveno vrednejše. Zato ti res ni potrebno biti prav pameten. Že preko starlinka bodo imeli najmanj 1 Trillion prihodkov letno. Pa je to zgolj en manjši segment.
GupeM ::
Sicer pa poznam kar nekaj ljudi, ki dobivajo 5 mestne bruto mesečne plače,
S čim se pa ukvarjajo, če ni skrivnost?
Sem šele zdaj videl komentar, ko naju je nekdo citiral. Naj ostane področje nedefinirano, gre pa za zelo specifičen job. Naj pa še to omenim... Lahko da imajo doma kaj boljšega, na šiht pa marsikdo od njih hodi z zgoraj opisanimi avtomobili oz z avtomobili v tem rangu.
gruntfürmich je izjavil:
Njegovi direktorji?
Niti eden od njih.
Zgodovina sprememb…
- spremenil: GupeM ()
Mr.B ::
dronyx:: danes, 07:18:52
Zanimivo kajti ravno včeraj članek:
https://www.marketwatch.com/story/space...
Že zdaj je vsakemu človeku ki spremlja zadeve jasno da bo SpaceX najmanj 10T podjetje v resnici pa še bistveno vrednejše. Zato ti res ni potrebno biti prav pameten. Že preko starlinka bodo imeli najmanj 1 Trillion prihodkov letno. Pa je to zgolj en manjši segment.
Zanimi naslov ko se podira račune..: BREAKING: White House cancels health, education & research funds approved by Congress
Srača da te niso del magnificat 7 :
Ko si izgubil igro :
Smešno je,
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
Chalky ::
Nvidia stock hits all-time high, as market cap closes in on $6 trillion
Nvidia (NVDA) stock hit a new all-time intraday high on Monday, after eclipsing its prior high on Friday. The stock opened trading at $236.07 and climbed to $239.86 by the afternoon. The company's intraday market cap hit $5.78 trillion, moving closer to the $6 trillion mark.
Nvidia is riding high on continued spending on AI infrastructure amid the broader global build-out. The company, which designs graphics processing units (GPUs) and their associated networking and other systems, is the poster child for the AI hardware race.
CEO Jensen Huang is one of the AI industry's most prominent leaders, frequently appearing alongside President Trump at AI- and tech-focused events and traveling the world to meet with foreign leaders.
In its August Q2 earnings report, Nvidia topped Wall Street's already lofty expectations on both the top and bottom lines, reporting revenue of $96.2 billion and offering a better-than-anticipated outlook for its third quarter. The company said it expects sales of between $105.8 billion and $110.1 billion.
https://finance.yahoo.com/technology/ar...
NVIDIA je gor 1% pre market...še 3.5% do $6T
Nvidia (NVDA) stock hit a new all-time intraday high on Monday, after eclipsing its prior high on Friday. The stock opened trading at $236.07 and climbed to $239.86 by the afternoon. The company's intraday market cap hit $5.78 trillion, moving closer to the $6 trillion mark.
Nvidia is riding high on continued spending on AI infrastructure amid the broader global build-out. The company, which designs graphics processing units (GPUs) and their associated networking and other systems, is the poster child for the AI hardware race.
CEO Jensen Huang is one of the AI industry's most prominent leaders, frequently appearing alongside President Trump at AI- and tech-focused events and traveling the world to meet with foreign leaders.
In its August Q2 earnings report, Nvidia topped Wall Street's already lofty expectations on both the top and bottom lines, reporting revenue of $96.2 billion and offering a better-than-anticipated outlook for its third quarter. The company said it expects sales of between $105.8 billion and $110.1 billion.
https://finance.yahoo.com/technology/ar...
NVIDIA je gor 1% pre market...še 3.5% do $6T
Mr.B ::
Medtem ko Chalky še vedno ruši Ameriko po načelu "tokrat bo pa nov rekord", gospodarstvo očitno ni prejelo navodil in še naprej deluje po metodi, s kešom se da dobro zalsužit.
US Treasurys rebounded slightly after yields hit a near-quarter-century high, amid growing signs that increased borrowing costs are damaging the American economy. Yields across much of the G7 have surged in recent months as investors fret over stubbornly high inflation and unrelenting borrowing, with economists voicing particular worry over a potential European debt crisis.
Glede na zgodovino Chalkyjevih komentarjev ni bilo za pričakovati nič drugega. Ko on pojasni, zakaje mora rasti, je to običajno najbolj zanesljiv signal, da bo ravno to skočilo navzgor.
Fiscal year 2026 ended last week, and while official figures aren't out yet, it looks like the federal government spent $2 trillion more than it took in. That's not quite a record--in dollar terms, the federal government ran a bigger deficit in 2020 when the feds showered money on the country in hopes of offsetting COVID-19 lockdowns (fueling inflation in the process), and the deficit was a bigger share of GDP both that year and during the Great Recession. But given the federal government hasn't balanced its books in 25 years, a $2 trillion deficit adds to already staggering national debt and looming disaster.
Tole tudi ni nekaj, kar bi dvigovalo zaupanje trgov. Razen seveda, če ekonomijo spremljaš po Chalkyjevem sistemu...
US Treasurys rebounded slightly after yields hit a near-quarter-century high, amid growing signs that increased borrowing costs are damaging the American economy. Yields across much of the G7 have surged in recent months as investors fret over stubbornly high inflation and unrelenting borrowing, with economists voicing particular worry over a potential European debt crisis.
Glede na zgodovino Chalkyjevih komentarjev ni bilo za pričakovati nič drugega. Ko on pojasni, zakaje mora rasti, je to običajno najbolj zanesljiv signal, da bo ravno to skočilo navzgor.
Fiscal year 2026 ended last week, and while official figures aren't out yet, it looks like the federal government spent $2 trillion more than it took in. That's not quite a record--in dollar terms, the federal government ran a bigger deficit in 2020 when the feds showered money on the country in hopes of offsetting COVID-19 lockdowns (fueling inflation in the process), and the deficit was a bigger share of GDP both that year and during the Great Recession. But given the federal government hasn't balanced its books in 25 years, a $2 trillion deficit adds to already staggering national debt and looming disaster.
Tole tudi ni nekaj, kar bi dvigovalo zaupanje trgov. Razen seveda, če ekonomijo spremljaš po Chalkyjevem sistemu...
Smešno je,
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
Chalky ::
*S&P 500 RISES 0.6% TO HIT FIRST RECORD SINCE AUGUST
The S&P 500 rose nearly 0.5% to around 7,810, putting it on course to surpass its Aug. 13 record closing high. The index is also approaching its 7,816.70 intraday record
A new high would mark the S&P 500's 28th record close this year, while the Nasdaq is on track for a second consecutive record close
https://x.com/KobeissiLetter/status/210...
Record highs are back!
The S&P 500 rose nearly 0.5% to around 7,810, putting it on course to surpass its Aug. 13 record closing high. The index is also approaching its 7,816.70 intraday record
A new high would mark the S&P 500's 28th record close this year, while the Nasdaq is on track for a second consecutive record close
https://x.com/KobeissiLetter/status/210...
Record highs are back!
Zgodovina sprememb…
- spremenilo: Chalky ()
Chalky ::
UPTOBER IS HERE
Stocks up
Yields down
Oil down
https://x.com/Stocktwits/status/2107450...
Dodal bi še poraz Irana ter nadzor ZDA nad Hormuško ožino. Konec leta bo za ZDA izjemno uspešen tudi zaradi visoke napovedi gospdoarske rasti v Q3.
Stocks up
Yields down
Oil down
https://x.com/Stocktwits/status/2107450...
Dodal bi še poraz Irana ter nadzor ZDA nad Hormuško ožino. Konec leta bo za ZDA izjemno uspešen tudi zaradi visoke napovedi gospdoarske rasti v Q3.
Mr.B ::
Ko Chalky hvali, kako uspešna je borza, z gospodarstvom tega seveda nima nobene zveze. Model je preprosto definicijo uspeha ameriškega gospodarstva skrčil na en graf, vse ostalo pa elegantno ignoriral.
Medtem ko so cene nepremičnin v nebesih, promet z njimi pa praktično na ničli, nas še vedno prepričujejo, da balona ni. Očitno je to povsem normalno stanje trga.
Medtem ko so cene nepremičnin v nebesih, promet z njimi pa praktično na ničli, nas še vedno prepričujejo, da balona ni. Očitno je to povsem normalno stanje trga.
Smešno je,
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
Miki N ::
Ja saj. Medtem ko vsi čakajo na Ejaj Balonćek se spet kuha že ne vem kater nepremičninski SNAFU. Poleg ehem ... disonance med povpraševanjem in ponudbo se po novem kažejo še razni .. stranski indikatorji kot je razprodaja Air BnB namestitev ... ki jih nihče noče, itak. Alles super.
Mr.B ::
Ne smemo pozabiti, da danes praktično vse AI firme kopičijo strojno opremo. Resnično me zanima, koliko je vreden GPU, ki trenutno sedi v skladišču in je na bilanci voden po polni vrednosti, čeprav zaradi pomanjkanja osnovne infrastrukture in preostale potrebne opreme ne bo v uporabi še najmanj leto dni, verjetno pa dve ali več.
Do takrat bo Nvidia izdala že eno ali dve novi generaciji. Takrat bo zanimivo videti, ali bo tudi računovodska vrednost sledila tehnološki realnosti.
Do takrat bo Nvidia izdala že eno ali dve novi generaciji. Takrat bo zanimivo videti, ali bo tudi računovodska vrednost sledila tehnološki realnosti.
Smešno je,
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
pegasus ::
GPU je po treh letih za odpis. End of life, no more warranty, no more support. Čeprav software ekosistem šele takrat začne dobro gor delat...
Mr.B ::
GPU je po treh letih za odpis. End of life, no more warranty, no more support. Čeprav software ekosistem šele takrat začne dobro gor delat...
Da, tudi sam se sprašujem, kako se to odraža v bilancah. Nvidia leti v nebo predvsem zaradi prodaje strojne opreme, čeprav precejšen del te opreme očitno še ni v produkciji. Če držijo navedbe iz članka, naj bi bilo kar 75 % vse Nvidia strojne opreme še vedno v skladiščih, pri čemer ne govorimo zgolj o GPU-jih, ampak o celotni infrastrukturi.
Ed Zitron, a technology expert, argues that up to 75% of Nvidia's 3 million GPUs sold are not yet deployed in data centers, which are progressing slower than expected. His research suggests many announced AI data center projects, including those by Microsoft, are either incomplete or not generating revenue, challenging claims of rapid AI infrastructure growth. This slow deployment and unclear communication from big tech raise concerns about the sustainability of the AI investment boom. Investors should watch for clearer updates on data center completions and actual AI demand.
Smešno je,
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
da po skoraj petih letih še vedno rusophrenik nisi sposoben opredeliti,
pod kakšnimi pogoji zmagujemo v Ukljani.
pegasus ::
Vredno ogleda ...
| Tema | Ogledi | Zadnje sporočilo | |
|---|---|---|---|
| Tema | Ogledi | Zadnje sporočilo | |
| » | Trump predlagal obrambni proračun v višini 1500 milijard dolarjev (strani: 1 2 3 4 5 6 7 8 9 )Oddelek: Loža | 35066 (881) | enavlaka |
| » | Ali bo Elon Musk Postal Poglavar Sveta In Zgradil Globalni Imperij? (strani: 1 2 3 4 5 )Oddelek: Loža | 14098 (711) | gozdar1 |
| » | Anthropic se spogleduje z vrednotenjem 2000 milijard dolarjev (strani: 1 2 )Oddelek: Novice / Rezultati | 6017 (1969) | nekikr |
| » | ZDA 250: 60 ameriških inovacij ki so preoblikovale gospodarstvo in svet (strani: 1 2 )Oddelek: Loža | 6764 (4891) | PovemVfaco |
| » | Nvidia presegla pričakovanja (strani: 1 2 )Oddelek: Novice / Rezultati | 8386 (6287) | iKst_ |