Dionice na berzama van BiH

[investitor_ba]

To stoji ako je firma vrijedna par miliona, pa recimo skok prihoda sa jednog miliona na 5 nije nista preveliko ili necuveno.

Kod Nvidije je trzista vrijednost 1.2 triliona, uz ovoliki P/E, jako tesko je zamisliti da postoji trziste na koje se mogu prosiriti (jer svakako sad u praksi imaju monopol u citavom trzistu) koje bi ovo opravdalo. LLMs (large language models) koji su bili potrebni za ovu revoluciju sto se AI polja tice su vec dostigli svoj maksimum, samo povecanje treninga i parametara ne donosi osjetna poboljsanja (tipa skok sad GPT 3.5 na 4 nije osjetan ako se usporedi sa velicinom samih modela) tako da je upitno kakvu ce ulogu Nvidia imati tu jer potreba za GPU-ovima nece radi linearno kako se bude povecavala upotreba i izbacivanje novih modela.

Nisu mlada firma koja brzo raste, a postoji veliki hype u ovom polju koje je postalo popularno u zadnjih godinu dana a koje sigurno nece rasti neograniceno. Nije nemoguce, ali i uz sav potencijal i rast u blizoj buducnosti, ovo je daleko precijenjeno.

[montypython]

Priča oko meteorskog rasta dionice Nvidie mogla bi dobiti šokantan obrt. Veliki hype oko AI i svega vezano za Tech sektor pogurao je dionice na apsurdno visoke vrijednosti. A onda je došao kvartalni izvještaj koji je daleko premašio očekivanja i koji je dodatno pogurao dionicu za 11 % samo tog dana kada je dostigla tržišnu kapitalizaciju od nevjerovatnih 1300 milijardi dolara.
Međutim, prvo na Twitteru a onda na manjim kanalima na YT pojavljuju se jučer tvrdnje koje ako su istinite mogu dovesti do velikog skandala. Naime, kaže se da je nekoliko sedmica prije tog kvartalnog izvještaja došlo do vrlo čudne poslovne transakcije. Naime CoreWeave, firma koja je pod kontrolom Nvidie uzima veliki kredit i kupuje od nje veliku količinu čipova u vrijednosti 2,3 miljarde dolara. Kolateral za kredit su sami ti čipovi. Sredstva za kredit daje (sam ili sa još nekima) Blackrock koji je pazi sad i vlasnik 182 miliona dionica Nvidie. I krug se zatvorio. Kupljena ogromna količina dramatično poboljšava kvartalni finansijski izvještaj Nvidie i prebacuje sva očekivanja. Čim je vijest plasirana dionice eksplozivno rastu za mislim 11%, tržišna kapitalizacija za preko 100 milijardi pri čemu vrijednost dionica Nvidie koje posjeduje Blackrock skače sa 85,54 miliiardi za dodatnih 9,4 milijarde, za dan. Zvuči kao klasični pump and dump ali i gore jer nije samo verbalno pumpanje nego se i aktivno radilo na manipulaciji. Naravno prvo treba provjeriti je li sve to tačno ali ako jeste onda je sve ovo oko njih u stvari Ponzi shema gdje će mali dioničari koji sad maštaju o tržišnom lideru i eksponencijalno rastućim prihodima i dobiti iz godine u godinu, biti žestoko namagarčeni kad balon pukne.
https://www.youtube.com/watch?v=DBT63k6FaK0
Biće interesantno vidjeti hoće li, ako se priča proširi (i pokaže se istinitom), već danas doći do reakcije na berzi.

[montypython]

Ovo bi bio nastavak na ono od neki dan kako je kupovinom čipova od Nvidije napumpan kvartalni izvještaj i tržišna vrijednost za stotinjak milijardi dolara. Čovjek koji je to otkrio (jedan od) i napravio video je međutim nastavio i ušao u dubinu. U slijedeća dva videa otkrio je da biznis sa malverzacijama i Ponzi shemama ide godinama u prošlost. Pratio je firmu koja je čipove kupila-Corewawe, a onda i ko joj je davao novac za pumpanje-Magnetar, pratio likove koji su u tome učestvovali, CEO, osnivače, menadžere, što ga je odvelo na početke. Prije 20 godina pomenuti mutni likovi su začeli politiku karbonskih kredita bukvalno kao još jednu Ponzi shemu, podržani jakim vezama u politici a sve kako bi na trgovini tim kreditima preko offshore kompanija zaradili milijarde-oni i sponzori. Priča sa trgovinom karbonskom emisijom nije potpuno uspjela u SAD ali neočekivano jeste u Evropi gdje su do kraja progutali udicu i sad je bacaju i nama uvezanu u priču o zelenoj tranziciji i zaštiti prirode. Kasnije se transformisala u širu ESG priču. A sve je u biti najveća prevara ikad u svijetu biznisa.
Koga zanima evo linkovi br 2 i 3
https://www.youtube.com/watch?v=K6xALgeaSZM
https://www.youtube.com/watch?v=0pySEPMVpfs

[one]

Apple lost $200 billion in market value over the past two days after China banned its government from using iPhones.

[one]

fedov chart najbolje opisuje mogucu visegodisnju losu buducnost mnogih dionica a treba dodat i sve vise uvodjenja oporezivanja profta
https://www.bankrate.com/banking/federa ... unds-rate/
drzanje rate jedno tri mjeseca neutrakno pa onda laganini prema dvocifrenom broju .usljed ovih geopolitickih sukoba i prirodnih katastrofa tesko mogu spustiti na recimo 2.5 tako da ce prije ici prema gore sto je lose za dionicki market i signalizira jacu inflaciju

[one]

https://www.pring.com/fedrates/

[one]

After Berkshire Crashes To 0, NYSE Says "Technical Issue Has Been Resolved" And All Systems Operational

MONDAY, JUN 03, 2024 - 06:10 PM
Update (12:02pm ET): After a cascade of circuit breakers pushed various NYSE stocks and instantly halted trading, the Exchange said in an email that the technical issue with industrywide price bands published by the CTA SIP has been resolved and all systems are currently operational.

All impacted stocks have reopened
Price band issue has been resolved
Issue triggered trading halts in a number of NYSE listed stocks
* * *

Something snapped just after 9:40 am, when as the market was still reeling from the latest idiotic move in meme stonks, we just saw one of the world's largest companies - Berkshire Hathaway - wipe out just about 100% of its value and crash to basically zero...


... amid a cascading wave of trading halts sparked by a break at the NYSE:

*MULTIPLE NYSE STOCKS SHOWING VOLATILITY TRADING HALTS
... which the exchange quickly admitted it was at fault for.

*NYSE EQUITIES INVESTIGATING REPORTED TECHNICAL ISSUE
The full list of halts can be found on the NYSE site and includes the following names:



Among other notable names that crashed and were halted on a Limit Up, Limit Down Circuit breaker were Chiptole, BMO, NuScale.

And while we wait to learn what exactly caused today's "market break" which may have just afforded us a glimpse of true market values, we can only reminds readers of the immortal words of the Big Lebowski:

[one]

After Berkshire Crashes To 0, NYSE Says "Technical Issue Has Been Resolved" And All Systems Operational

MONDAY, JUN 03, 2024 - 06:10 PM
Update (12:02pm ET): After a cascade of circuit breakers pushed various NYSE stocks and instantly halted trading, the Exchange said in an email that the technical issue with industrywide price bands published by the CTA SIP has been resolved and all systems are currently operational.

All impacted stocks have reopened
Price band issue has been resolved
Issue triggered trading halts in a number of NYSE listed stocks
* * *

Something snapped just after 9:40 am, when as the market was still reeling from the latest idiotic move in meme stonks, we just saw one of the world's largest companies - Berkshire Hathaway - wipe out just about 100% of its value and crash to basically zero...


... amid a cascading wave of trading halts sparked by a break at the NYSE:

*MULTIPLE NYSE STOCKS SHOWING VOLATILITY TRADING HALTS
... which the exchange quickly admitted it was at fault for.

*NYSE EQUITIES INVESTIGATING REPORTED TECHNICAL ISSUE
The full list of halts can be found on the NYSE site and includes the following names:



Among other notable names that crashed and were halted on a Limit Up, Limit Down Circuit breaker were Chiptole, BMO, NuScale.

And while we wait to learn what exactly caused today's "market break" which may have just afforded us a glimpse of true market values, we can only reminds readers of the immortal words of the Big Lebowski:

ovo se desi kad wall street radi na algoritmu
https://i.postimg.cc/gc3xQ5bh/Zuizz.jpg

[one]

After Berkshire Crashes To 0, NYSE Says "Technical Issue Has Been Resolved" And All Systems Operational

MONDAY, JUN 03, 2024 - 06:10 PM
Update (12:02pm ET): After a cascade of circuit breakers pushed various NYSE stocks and instantly halted trading, the Exchange said in an email that the technical issue with industrywide price bands published by the CTA SIP has been resolved and all systems are currently operational.

All impacted stocks have reopened
Price band issue has been resolved
Issue triggered trading halts in a number of NYSE listed stocks
* * *

Something snapped just after 9:40 am, when as the market was still reeling from the latest idiotic move in meme stonks, we just saw one of the world's largest companies - Berkshire Hathaway - wipe out just about 100% of its value and crash to basically zero...


... amid a cascading wave of trading halts sparked by a break at the NYSE:

*MULTIPLE NYSE STOCKS SHOWING VOLATILITY TRADING HALTS
... which the exchange quickly admitted it was at fault for.

*NYSE EQUITIES INVESTIGATING REPORTED TECHNICAL ISSUE
The full list of halts can be found on the NYSE site and includes the following names:



Among other notable names that crashed and were halted on a Limit Up, Limit Down Circuit breaker were Chiptole, BMO, NuScale.

And while we wait to learn what exactly caused today's "market break" which may have just afforded us a glimpse of true market values, we can only reminds readers of the immortal words of the Big Lebowski:

ovo se desi kad wall street radi na algoritmu
https://i.postimg.cc/gc3xQ5bh/Zuizz.jpg

https://pbs.twimg.com/media/GPKoN0Ha0AA ... name=large

[one]

BlackRock & Citadel backing group w/ plans to start new national stock exchange.
https://pbs.twimg.com/media/GPRaWBmXgAA ... name=large

izgleda tokenizovane dionice na blockchainu