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It also tanked to ~$90 when Trump announced tariffs on all goods for Taiwan except semiconductors. I don't know if that's non-rational, or if people can't be e
by readthenotes1 9mo ago
It also tanked to ~$90 when Trump announced tariffs on all goods for Taiwan except semiconductors.
I don't know if that's non-rational, or if people can't be expected to read the second sentence of an announcement before panicking.
- Loudergood 9mo agoThe market is full of people trying to anticipate how other people are going to react and exploit that by getting there first. There's a layer aimed at forecasting what that layer is going to do as well. It's guesswork all the way down.
- recursive 9mo agoPersonally, I try to predict how others are going to predict that yet others will react.
- MrOrelliOReilly 9mo agoAnd I just predict how you’ll predict
- Nevermark 9mo agoSo we have a closed instability/volatility amplification loop. Great: Time for the straddle with finger-cross trade.
- svnt 9mo ago[flagged]
- nealabq 9mo agoThird-derivative pun. Riposte: I knew you'd say that! Snap!
- gpderetta 9mo agoKeynesian beauty contest.
- Terr_ 9mo agoA bunch of "Greater Fool" motivation too. https://en.wikipedia.org/wiki/Greater_fool_theory https://en.wikipedia.org/wiki/Greater_fool_theory
- gertlex 9mo agoThis was also on top of claims (Jan 2025) that Deepseek showed that "we don't actually need as much GPU, thus NVidia is less needed"; at least it was my impression this was one of the (now silly-seeming) reasons NVDA dropped then.
- readthenotes1 9mo agoIt had already recovered from the DeepSeek head fake iirc
- mschuster91 9mo ago> I don't know if that's non-rational, or if people can't be expected to read the second sentence of an announcement before panicking. These days you have AI bots doing sentiment based training. If you ask me... all these excesses are a clear sign for one thing, we need to drastically rein in the stonk markets. The markets should serve us, not the other way around.