Stock Market bubble - will burst - it did multiple times now ***Official thread***

[JuneJuly]

S&P is only up 30% YOY.  LOL

[easilyscan]

Semiconductors continue to defy gravity.

https://www.barchart.com/stocks/quotes/SOXL/interactive-chart

 

[JuneJuly]

[thegeneral]

10 minutes ago, easilyscan said:

Semiconductors continue to defy gravity.

https://www.barchart.com/stocks/quotes/SOXL/interactive-chart

 

This shlt is truly wild. Unfortunately largely missed out on this besides what various funds or etfs hold. Big time miss.

[easilyscan]

18 minutes ago, thegeneral said:

This shlt is truly wild. Unfortunately largely missed out on this besides what various funds or etfs hold. Big time miss.

SanDisk is one of the big contributors. I only knew them by name because I used to buy SanDisk thumb drives to back up data. $200-$1500 in 6 months. Sure looks like a bubble, but who knows when it'll pop ?

https://www.barchart.com/stocks/quotes/SNDK/interactive-chart

 

 

[Alias Detective]

24 minutes ago, thegeneral said:

This shlt is truly wild. Unfortunately largely missed out on this besides what various funds or etfs hold. Big time miss.

When approx 50% of the population will defy Trump and his policies at every turn it would be tough to have been fully invested.  
 

The other half.  
 

edit, I misread your post.  Use my post as general fact, not necessarily specific to semi’s.

[thegeneral]

5 minutes ago, Alias Detective said:

When approx 50% of the population will defy Trump and his policies at every turn it would be tough to have been fully invested.  
 

The other half.  
 

edit, I misread your post.  Use my post as general fact, not necessarily specific to semi’s.

Not really seeing the connection here.

[Alias Detective]

33 minutes ago, thegeneral said:

Not really seeing the connection here.

Take any connection away from semi conductor specifically.  50%,  or liberals say even more, of people think the economy and markets is in the tank because of TDS.  I’d assume this means they aren’t invested and taking advantage of the entire markets outstanding performance.

[Alias Detective]

1 minute ago, Alias Detective said:

Take any connection away from semi conductor specifically.  50%,  or liberals say even more, of people think the economy and markets is in the tank because of TDS.  I’d assume this means they aren’t invested and taking advantage of the entire markets outstanding performance.

Maybe not you but the Francine types around here.

[thegeneral]

1 minute ago, Alias Detective said:

Take any connection away from semi conductor specifically.  50%,  or liberals say even more, of people think the economy and markets is in the tank because of TDS.  I’d assume this means they aren’t invested and taking advantage of the entire markets outstanding performance.

Oh. I doubt that is the actual case for vast majority of people.

Would be dumb to doubt the stock market regardless of who is Prez. It’s been pretty much printing money since like 2009.

[JuneJuly]

3 minutes ago, thegeneral said:

Oh. I doubt that is the actual case for vast majority of people.

Would be dumb to doubt the stock market regardless of who is Prez. It’s been pretty much printing money since like 2009.

So the sky screamers that actually posted in this thread were just TDS fueled and their measly 401k stayed locked in some target date fund that they never figured out how to move like they claimed?  

Yeah, you're probably right.  

[Alias Detective]

@FrancieFootball can you settle this.  
 

With how bad Trump is and the world going to come to an end you and your type have your savings buried under ground don’t you.

[JuneJuly]

1 minute ago, Alias Detective said:

@FrancieFootball can you settle this.  
 

With how bad Trump is and the world going to come to an end you and your type have your savings buried under ground don’t you.

Whole life annuity. So yeah, same thing.

[thegeneral]

4 minutes ago, JuneJuly said:

So the sky screamers that actually posted in this thread were just TDS fueled and their measly 401k stayed locked in some target date fund that they never figured out how to move like they claimed?  

Yeah, you're probably right.  

There’s like 5 people that post here. Not really a big data set to work off

[JuneJuly]

Just now, thegeneral said:

There’s like 5 people that post here. Not really a big data set to work off

It's the data set were talking about Socrates.   

[FrancieFootball]

5 minutes ago, Alias Detective said:

@FrancieFootball can you settle this.  
 

With how bad Trump is and the world going to come to an end you and your type have your savings buried under ground don’t you.

We have our investments in products managed to take advantage of whatever the market is doing. Fortunes are made in bear markets.

[Alias Detective]

1 minute ago, FrancieFootball said:

We have our investments in products managed to take advantage of whatever the market is doing. Fortunes are made in bear markets.

Can’t argue with a thing…I guess everyone is invested if if they act like they wouldn’t or shouldn’t.

 

Tariffs 

Illegals

War

 

just to name a few…

[thegeneral]

1 minute ago, JuneJuly said:

It's the data set were talking about Socrates.   

Because of TDS 50% of the country has missed out on the market gains? 

[JuneJuly]

Just now, thegeneral said:

Because of TDS 50% of the country has missed out on the market gains? 

Never mind. I agreed with you and you still want to argue about it. It's like talking to a foking gerbil.  

[Alias Detective]

1 minute ago, thegeneral said:

Because of TDS 50% of the country has missed out on the market gains? 

See above.  I apparently am wrong. 

[thegeneral]

1 minute ago, JuneJuly said:

Never mind. I agreed with you and you still want to argue about it. It's like talking to a foking gerbil.  

Always a pleasant experience chatting with you

[FrancieFootball]

1 minute ago, Alias Detective said:

Can’t argue with a thing…I guess everyone is invested if if they act like they wouldn’t.

My investments are rebalanced at the start of each quarter to ensure they match my model portfolio, which is based on a Morningstar investor profile.

I'm either selling high or buying low while most everyone else's 401Ks and IRAs are riding the market's ups and downs. It's automatic, so I don't have to constantly watch the market.

Also, my whole life is paying north of 6 percent, and the growth is tax-free. I'll be able to draw $20,000 annually in tax-free retirement for 20 years and still have a death benefit to pass on to my beneficiaries.

I might just let it ride, but it's certainly nice to have that club in my retirement golf bag.

Some people laugh at whole life, and 99 percent of it out there is crap. Ask the Rockefellers if they laugh at whole life.

youtube.com/watch?v=DihqTVlbccE&t=70

[Alias Detective]

6 minutes ago, FrancieFootball said:

My investments are rebalanced at the start of each quarter to ensure they match my model portfolio, which is based on a Morningstar investor profile.

I'm either selling high or buying low while most everyone else's 401Ks and IRAs are riding the market's ups and downs. It's automatic, so I don't have to constantly watch the market.

Also, my whole life is paying north of 6 percent, and the growth is tax-free. I'll be able to draw $20,000 annually in tax-free retirement for 20 years and still have a death benefit to pass on to my beneficiaries.

I might just let it ride, but it's certainly nice to have that club in my retirement golf bag.

Some people laugh at whole life, and 99 percent of it out there is crap. Ask the Rockefellers if they laugh at whole life.

youtube.com/watch?v=DihqTVlbccE&t=70

Or you’re not taking advantage of momentum. Rebalancing isn’t always your friend.  Especially the past umpteen years of this bull market.  

[JuneJuly]

8 minutes ago, FrancieFootball said:

Also, my whole life is 

Nailed it. 

[thegeneral]

34 minutes ago, Alias Detective said:

See above.  I apparently am wrong. 

I’d guess like 80% of the country that actually has money in a 401k just sets it and forgets it.

My experience with this is when the topic comes up, stock market / investing, vast majority of people barely know anything. 

A few years ago one guy I work with pretty closely I found out has been investing in the company 401k for like 15 years. The minimum to get the matching so he knows that much. He has just placed it into the money market offering, however. I felt sick for this guy.

During the tariffs meltdown we were working on a project pretty closely that was long hours, lots of travel. I mentioned this was a great opportunity to move some of this money and then don’t touch it. He never did it.

This dude is an outlier of sadness but I think majority of people just don’t care, don’t want to mess with it, just put the cash in and complain when it goes down, cheer when it goes up.

[JuneJuly]

10 minutes ago, Alias Detective said:

Or you’re not taking advantage of momentum. Rebalancing isn’t always your friend.  Especially the past umpteen years of this bull market.  

Depends what your goals are.  If you don't rebalance, especially during the past umpteen years, you increasingly took on more risk.  

With more risk you should expect higher returns. That's the trade off. 

But I think that I can show that a slightly less risky portfolio 90-10 can and did out perform a 100 equities portfolio the past few years if rebalance properly.  Primarily because weve had quite a bit of volitility. "That free lunch is the essence of Modern Portfolio Theory." - Richard Ferri  

[easilyscan]

2 hours ago, thegeneral said:

During the tariffs meltdown we were working on a project pretty closely that was long hours, lots of travel. I mentioned this was a great opportunity to move some of this money and then don’t touch it. He never did it.

That guy won't have to pay taxes on his Social Security. You, l & others will have to pay on 85% of it.

Joe Biden voted to tax up to 50% of it in 1983, & voted to up that to 85% 10 years later in 1993

Even worse, they never adjusted the income levels at which taxation begins for inflation.

 

 

 

 

[thegeneral]

9 minutes ago, easilyscan said:

That guy won't have to pay taxes on his Social Security. You, l & others will have to pay on 85% of it.

Joe Biden voted to tax up to 50% of it in 1983, & voted to up that to 85% 10 years later in 1993

Even worse, they never adjusted the income levels at which taxation begins for inflation.

 

 

 

 

I guess that will be his silver lining

[Mark Davis]

5 hours ago, FrancieFootball said:

My investments are rebalanced at the start of each quarter to ensure they match my model portfolio, which is based on a Morningstar investor profile.

I'm either selling high or buying low while most everyone else's 401Ks and IRAs are riding the market's ups and downs. It's automatic, so I don't have to constantly watch the market.

Also, my whole life is paying north of 6 percent, and the growth is tax-free. I'll be able to draw $20,000 annually in tax-free retirement for 20 years and still have a death benefit to pass on to my beneficiaries.

I might just let it ride, but it's certainly nice to have that club in my retirement golf bag.

Some people laugh at whole life, and 99 percent of it out there is crap. Ask the Rockefellers if they laugh at whole life.

youtube.com/watch?v=DihqTVlbccE&t=70

Man if you ever let one of those pitbulls who sells that stuff get your phone number you can't get rid of them.  It's like a bad STD. 

I did a favor for a friend of mine in my poker game who has put me onto a lot of good real estate deals.  He's an older guy and his grandson he thought was doing a grad school investments project so I agreed to talk to him.  Ended up he was interning for an insurance company who tries their hand at financial advising as well and the thing went south when his boss jumped on for the hard sell.  I was as nice as I could be but no way was I biting.  Those guys called my phone no joke over 100 times in 30 days, then persistently after even though I told them no and quit returning calls or messages.   It's been over two years and every so often those guys still wake me up in the morning calling early trying to find me.

[easilyscan]

20 hours ago, easilyscan said:

Semiconductors continue to defy gravity.

https://www.barchart.com/stocks/quotes/SOXL/interactive-chart

 

You can blame me

https://robinhood.com/us/en/stocks/SOXL/

[easilyscan]

On 5/11/2026 at 5:17 PM, thegeneral said:

Would be dumb to doubt the stock market regardless of who is Prez. It’s been pretty much printing money since like 2009.

Similar to the US treasury.

[thegeneral]

Google..:this is getting absurd!

[JuneJuly]

On 5/12/2026 at 12:14 AM, Mark Davis said:

Man if you ever let one of those pitbulls who sells that stuff get your phone number you can't get rid of them.  It's like a bad STD. 

I did a favor for a friend of mine in my poker game who has put me onto a lot of good real estate deals.  He's an older guy and his grandson he thought was doing a grad school investments project so I agreed to talk to him.  Ended up he was interning for an insurance company who tries their hand at financial advising as well and the thing went south when his boss jumped on for the hard sell.  I was as nice as I could be but no way was I biting.  Those guys called my phone no joke over 100 times in 30 days, then persistently after even though I told them no and quit returning calls or messages.   It's been over two years and every so often those guys still wake me up in the morning calling early trying to find me.

You were probably talking to Rusty. He makes a meager living doing just that.  Taking advantage of old people selling crap whole life policies. Pathetic.  

[easilyscan]

1 hour ago, thegeneral said:

Google..:this is getting absurd!

 

[thegeneral]

4 minutes ago, easilyscan said:

 

You can always have more!

[easilyscan]

1 minute ago, thegeneral said:

You can always have more!

Greed is good!

[easilyscan]

The Good: Even Cisco, one of the tech titans of the 90s during the Internet build-out is doing great

101.87 +2.58
(+2.60%)
At close: 4:00:01 PM EDT
122.50 +20.63
(+20.25%) AH

The Bad: Cisco to cut about 4,000 jobs in AI-focused restructuring as orders surge

 

 

[JuneJuly]

7,500

 

[easilyscan]

Signs of a bubble ?

Cerebras Systems Inc. Class A Common Stock (CBRS) *IPO*

311.07+126.07(+68.15%)

At close: 4:00:01 PM EDT

329.57+18.49(+5.95%) AH

 

i say yes, but I've been wrong B4.

What say U ?

 

 

 

 

[thegeneral]

12 hours ago, easilyscan said:

Signs of a bubble ?

 

Cerebras Systems Inc. Class A Common Stock (CBRS) *IPO*

311.07+126.07(+68.15%)

At close: 4:00:01 PM EDT

329.57+18.49(+5.95%) AH

 

i say yes, but I've been wrong B4.

What say U ?

 

 

 

 

I’d say of course. Companies like this (maybe they’ll be the next NVDA…but I doubt it) will come and go. Can def make bank in these runs. But many will get smoked.

One of the big flashing red lights for me is people at my office who don’t know shet (not that I really do either) are bragging about how much they have made and are buying into stuff like Micron and SanDisk now acting like they are Gordon Gekko. I’ll call it the water cooler indicator