Tomorrow's gonna be a bad day on the US #StockMarket.
Uncategorized
16
Posts
1
Posters
0
Views
-
Tomorrow's gonna be a bad day on the US #StockMarket. It ended down today and Asian markets are dropping right now.
> Morning Bid: Pyrotechnics in stocks and US elections. https://www.reuters.com/world/china/global-markets-view-europe-2025-11-05/
> Asian stocks jolted by valuation fears, tech sector hit hard. https://www.reuters.com/world/china/global-markets-global-markets-2025-11-05/
Softbank is down nearly -11% as I type this. And apparently that's a bounce from -14%.
European stocks are joining the selloff in early trading…
-
Tomorrow's gonna be a bad day on the US #StockMarket. It ended down today and Asian markets are dropping right now.
> Morning Bid: Pyrotechnics in stocks and US elections. https://www.reuters.com/world/china/global-markets-view-europe-2025-11-05/
> Asian stocks jolted by valuation fears, tech sector hit hard. https://www.reuters.com/world/china/global-markets-global-markets-2025-11-05/
Softbank is down nearly -11% as I type this. And apparently that's a bounce from -14%.
European stocks are joining the selloff in early trading…
Update: Looks like I was wrong. Values recovered overnight and are even up a bit today. But opinions about why they dropped – and why they rallied – are all over the map.
> Don't panic yet, investors say, as high-flying AI stocks tumble. https://www.reuters.com/world/asia-pacific/global-markets-ai-selloff-pix-2025-11-05/
-
Update: Looks like I was wrong. Values recovered overnight and are even up a bit today. But opinions about why they dropped – and why they rallied – are all over the map.
> Don't panic yet, investors say, as high-flying AI stocks tumble. https://www.reuters.com/world/asia-pacific/global-markets-ai-selloff-pix-2025-11-05/
Today's #bubblewatch update:
AND … The market is going back down again.
> Wall Street down, dragged by tech on worries about valuations, economy. https://www.reuters.com/business/wall-st-futures-subdued-qualcomm-dips-focus-economic-data-2025-11-06/
> " U.S. stocks turned lower on Thursday, approaching two-week lows with a resumption of Tuesday's tech selloff as investors contended with mounting economic uncertainty and stretched valuations."
(Should I make the bubblewatch update a regular thing?)
-
Today's #bubblewatch update:
AND … The market is going back down again.
> Wall Street down, dragged by tech on worries about valuations, economy. https://www.reuters.com/business/wall-st-futures-subdued-qualcomm-dips-focus-economic-data-2025-11-06/
> " U.S. stocks turned lower on Thursday, approaching two-week lows with a resumption of Tuesday's tech selloff as investors contended with mounting economic uncertainty and stretched valuations."
(Should I make the bubblewatch update a regular thing?)
More (big short on AI):
-
More (big short on AI):
Nov 7 #bubblewatch update:
Market down a second day. The Nasdaq Composite is again seeing the biggest drop.
> Wall Street tumbles as concerns over economy, tech valuations weigh. https://www.reuters.com/world/asia-pacific/wall-street-futures-struggle-traction-end-wobbly-week-2025-11-07/
> "Wall Street's main indexes extended losses to a second session on Friday, and were set for weekly declines, as concerns about the economy and sky-high valuations in the technology sector soured sentiment."
-
Nov 7 #bubblewatch update:
Market down a second day. The Nasdaq Composite is again seeing the biggest drop.
> Wall Street tumbles as concerns over economy, tech valuations weigh. https://www.reuters.com/world/asia-pacific/wall-street-futures-struggle-traction-end-wobbly-week-2025-11-07/
> "Wall Street's main indexes extended losses to a second session on Friday, and were set for weekly declines, as concerns about the economy and sky-high valuations in the technology sector soured sentiment."
More:
I'm beginning to think SoftBank will be the first #AI #bubble brick to tumble. They took a huge hit earlier this week and then again overnight.
> SoftBank Group logs almost $50 billion in weekly losses as investors sour on AI plays. https://www.cnbc.com/2025/11/07/softbank-shares-ai-linked-stocks-asia-valuation-concerns.html
> “SoftBank Group’s shares are falling as many bought it as the only listed proxy for OpenAI,” said David Gibson, senior research analyst at financial services firm MST Financial.
-
More:
I'm beginning to think SoftBank will be the first #AI #bubble brick to tumble. They took a huge hit earlier this week and then again overnight.
> SoftBank Group logs almost $50 billion in weekly losses as investors sour on AI plays. https://www.cnbc.com/2025/11/07/softbank-shares-ai-linked-stocks-asia-valuation-concerns.html
> “SoftBank Group’s shares are falling as many bought it as the only listed proxy for OpenAI,” said David Gibson, senior research analyst at financial services firm MST Financial.
New #bubblewatch tomorrow, as markets open overnight.
In the meantime, Today I Learned #TIL about the 'Hindenburg Omen'.
> https://en.wikipedia.org/wiki/Hindenburg_Omen
This is a market technical analysis pattern, which supposedly predicts stock market crashes. It happens when some stocks hit new highs and others hit new lows simultaneously.
*Apparently this happened three times last week.*
Something else to watch for tomorrow morning…
-
New #bubblewatch tomorrow, as markets open overnight.
In the meantime, Today I Learned #TIL about the 'Hindenburg Omen'.
> https://en.wikipedia.org/wiki/Hindenburg_Omen
This is a market technical analysis pattern, which supposedly predicts stock market crashes. It happens when some stocks hit new highs and others hit new lows simultaneously.
*Apparently this happened three times last week.*
Something else to watch for tomorrow morning…
Monday 11-10 #bubblewatch
The market, especially #AI stocks, saw a big rebound today.
> Wall Street jumps, Nvidia and Palantir lead AI surge. https://www.reuters.com/business/us-stock-futures-rise-hopes-end-government-shutdown-2025-11-10/
Open question: Is this 'buying the dip', a vote of confidence in the AI companies, or an #ExtinctionBurst?
> https://en.wikipedia.org/wiki/Extinction_(psychology)#Extinction_Burst
Stay tuned for tomorrows bubblewatch, as we find out!
-
Monday 11-10 #bubblewatch
The market, especially #AI stocks, saw a big rebound today.
> Wall Street jumps, Nvidia and Palantir lead AI surge. https://www.reuters.com/business/us-stock-futures-rise-hopes-end-government-shutdown-2025-11-10/
Open question: Is this 'buying the dip', a vote of confidence in the AI companies, or an #ExtinctionBurst?
> https://en.wikipedia.org/wiki/Extinction_(psychology)#Extinction_Burst
Stay tuned for tomorrows bubblewatch, as we find out!
Tuesday 11-11 #bubblewatch
Aaaaannd the #AI #bubble roller coaster is going back down.
> S&P 500, Nasdaq fall as AI valuation worries resurface. https://www.reuters.com/world/africa/us-futures-retreat-tech-concerns-resurface-federal-reopening-awaited-2025-11-11/
To answer yesterday's question? I'm going with, "Some investors were buying the dip." But I might change that to 'Extinction Burst' if we see daily peaks and valleys like this for another week.
In related news, SoftBank is making a weird move. Read the whole conversation here:
-
Tuesday 11-11 #bubblewatch
Aaaaannd the #AI #bubble roller coaster is going back down.
> S&P 500, Nasdaq fall as AI valuation worries resurface. https://www.reuters.com/world/africa/us-futures-retreat-tech-concerns-resurface-federal-reopening-awaited-2025-11-11/
To answer yesterday's question? I'm going with, "Some investors were buying the dip." But I might change that to 'Extinction Burst' if we see daily peaks and valleys like this for another week.
In related news, SoftBank is making a weird move. Read the whole conversation here:
Wednesday 11-12 #bubblewatch
Today the roller coaster is going around a long curve.
> Wall St mixed as investors offload tech stocks; federal reopening anticipated. https://www.reuters.com/world/asia-pacific/us-stock-futures-advance-investors-cheer-possible-end-federal-shutdown-2025-11-12/
Dow Jones is up to record numbers, tech stocks are down – including some of the biggest players. I mentioned the 'Hindenburg Omen' up thread and this is what it looks like: smart(er) money fleeing from risk to hopefully safe havens.
-
Wednesday 11-12 #bubblewatch
Today the roller coaster is going around a long curve.
> Wall St mixed as investors offload tech stocks; federal reopening anticipated. https://www.reuters.com/world/asia-pacific/us-stock-futures-advance-investors-cheer-possible-end-federal-shutdown-2025-11-12/
Dow Jones is up to record numbers, tech stocks are down – including some of the biggest players. I mentioned the 'Hindenburg Omen' up thread and this is what it looks like: smart(er) money fleeing from risk to hopefully safe havens.
Thursday 11-13 #bubblewatch
To extend the roller coaster metaphor yet again, this morning it's got to that point where it quickly goes over a series of small spikes and dips.
> Wall Street sinks as investors fret about rate cuts. https://www.reuters.com/business/us-futures-muted-traders-await-data-after-federal-reopen-2025-11-13/
Trading is, as they say, 'mixed'.
In related news:
> Michael Burry of 'Big Short' fame deregisters Scion Asset Management. https://www.reuters.com/sustainability/sustainable-finance-reporting/michael-burry-big-short-fame-deregisters-scion-asset-management-2025-11-13/
IOW? Burry is 'going dark' to keep others from watching his short bets on the market.
-
Thursday 11-13 #bubblewatch
To extend the roller coaster metaphor yet again, this morning it's got to that point where it quickly goes over a series of small spikes and dips.
> Wall Street sinks as investors fret about rate cuts. https://www.reuters.com/business/us-futures-muted-traders-await-data-after-federal-reopen-2025-11-13/
Trading is, as they say, 'mixed'.
In related news:
> Michael Burry of 'Big Short' fame deregisters Scion Asset Management. https://www.reuters.com/sustainability/sustainable-finance-reporting/michael-burry-big-short-fame-deregisters-scion-asset-management-2025-11-13/
IOW? Burry is 'going dark' to keep others from watching his short bets on the market.
Update:
After wobbling a bit in the morning, the market is closing WAY down and across the board, with even the Dow Jones booking a 1.6% decline. Tech stocks declined much more, continuing a slide from yesterday's lower values. Nvidia alone is down big, but other A-related stocks are showing huge drops.
> Wall Street drops to one of its worst days since April on worries about AI stocks and interest rates. https://apnews.com/article/stocks-markets-trump-government-shutdown-c388d97a4e4acf5cca538fd901e46b2d
-
Update:
After wobbling a bit in the morning, the market is closing WAY down and across the board, with even the Dow Jones booking a 1.6% decline. Tech stocks declined much more, continuing a slide from yesterday's lower values. Nvidia alone is down big, but other A-related stocks are showing huge drops.
> Wall Street drops to one of its worst days since April on worries about AI stocks and interest rates. https://apnews.com/article/stocks-markets-trump-government-shutdown-c388d97a4e4acf5cca538fd901e46b2d
Related worrying news:
> U.S. Foreclosure Activity Posts Eighth Straight Month of Year-Over-Year Increases. https://www.attomdata.com/news/market-trends/foreclosures/october-2025-foreclosure-market-report/
October alone saw a 20% jump in foreclosure filings. Completed foreclosures are up 32%.
This is so significant it *has* to be a signal for *something*. But I don't know enough to say for what…
-
Related worrying news:
> U.S. Foreclosure Activity Posts Eighth Straight Month of Year-Over-Year Increases. https://www.attomdata.com/news/market-trends/foreclosures/october-2025-foreclosure-market-report/
October alone saw a 20% jump in foreclosure filings. Completed foreclosures are up 32%.
This is so significant it *has* to be a signal for *something*. But I don't know enough to say for what…
Friday 11-14 #bubblewatch
I'm staying with the roller coaster metaphor, because after yesterday's across-the-board selloff, today the market is rising across-the-board.
> S&P 500 climbs after selloff; traders look to Nvidia report. https://www.reuters.com/world/africa/us-futures-drop-fading-december-rate-cut-expectations-2025-11-14/
The talk right now is all about the Nvidia earnings report. The problem with that? It's going *look* good because of all those circular deals. The real question is 'Net Profit' and those circular deals don't generate profit.
ETA: Not P/E.
-
Friday 11-14 #bubblewatch
I'm staying with the roller coaster metaphor, because after yesterday's across-the-board selloff, today the market is rising across-the-board.
> S&P 500 climbs after selloff; traders look to Nvidia report. https://www.reuters.com/world/africa/us-futures-drop-fading-december-rate-cut-expectations-2025-11-14/
The talk right now is all about the Nvidia earnings report. The problem with that? It's going *look* good because of all those circular deals. The real question is 'Net Profit' and those circular deals don't generate profit.
ETA: Not P/E.
Monday 11-17 #bubblewatch
When the insiders start pulling out, you know you have a bubble.
> Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears. https://ca.investing.com/news/stock-market-news/peter-thiel-dumps-entire-nvidia-stake-slashes-tesla-holdings-amid-bubble-fears-4320129
(Apparently Thiel has been doing it the sneaky way since July.)
Meanwhile today's market is mixed.
> Wall Street fluctuates ahead of Nvidia results, government data. https://www.reuters.com/business/us-stock-futures-rise-markets-await-nvidia-earnings-government-data-2025-11-17/
Coming this week: Nvidia's earnings report and the US jobs report.
-
Monday 11-17 #bubblewatch
When the insiders start pulling out, you know you have a bubble.
> Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears. https://ca.investing.com/news/stock-market-news/peter-thiel-dumps-entire-nvidia-stake-slashes-tesla-holdings-amid-bubble-fears-4320129
(Apparently Thiel has been doing it the sneaky way since July.)
Meanwhile today's market is mixed.
> Wall Street fluctuates ahead of Nvidia results, government data. https://www.reuters.com/business/us-stock-futures-rise-markets-await-nvidia-earnings-government-data-2025-11-17/
Coming this week: Nvidia's earnings report and the US jobs report.
Tuesday 11-18 #bubblewatch
It appears the market is expecting bad news from both the Nvidia earnings report tomorrow and the official US government economic figures out Thursday.
> U.S. stocks extend sell-off, Treasury yields drop as valuation worries weigh on risk appetite. https://www.reuters.com/world/china/global-markets-global-markets-2025-11-18/
Again we are seeing money flee from tech and #crypto to blue chip industrials and other 'safe havens'. Forex, US Treasury bond yields are down, meaning more people are bidding on them.
-
undefined oblomov@sociale.network shared this topic on
Gli ultimi otto messaggi ricevuti dalla Federazione
-
EG: you can get answers to obscure, hard-to-Google questions
Me: nice
EG: but you'll constantly be in danger of a psychotic episode
Me: oh no
-
@giacomo @bagder @chrysn @lorenzo the working groups I've been to put an emphasis on the importance of mailing list interaction with regards to for example WG adoption (despite what was seemingly consensus in the room).
-
@giacomo @bagder @chrysn @lorenzo is there a recording of the talk? My experience with the IETF thus far is fairly positive and I'm most certainly not employed by FAANG.
However my experience is also limited having only written and published one RFC and only having been to two in person meetings so I'm more than willing to hear other perspectives. There is also a chance that the experience differs from working group to working group.
-
Reminds me of this conversation I had back in 2018 that might be relevant Evil Genie: you will get wonderful new coding tools Me: sounds great Genie: but you’ll also never know if movie trailers are real again Me: I guess okay
-
@ghosttie they hold up quite well if you're quick with a knife, but I've been developing mollytime on a fairly beefy computer so how it scales down is an unknown at the moment
-
@aeva well I *remember* them being fast...
-
@ben ekzistas sekreta kerno ĉirkaŭ Vikipedio.
-
@evan I watched this one with the kids. I'm calling that a spiritual experience for an atheist.
