USA Stocks discussion - Part 3

[homer123]

https://www.cnbc.com/2025/05/07/fed-rate-decision-may-2025.html

 

[davonir]

Seems like the equity market is at a pivotal point now, and has to make a decision today or latest tomorrow. It should either be a bigger downside move or a move to the upside to end the bear market.

Having said that, usually bear markets end when prices are low, not when prices are high like now, so I am expecting a downside move. Let's see.

 

[davonir]

Yet another Trump "announcement" to pump the market, but seems like it is getting sold. Market is getting numb to all these desperate announcements.

https://www.bloomberg.com/news/arti...global-chip-curbs-amid-ai-restrictions-debate

The Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort to revise semiconductor trade restrictions that have drawn strong opposition from major tech companies and foreign governments, according to people familiar with the matter.

The repeal, which is not yet final, seeks to refashion a policy launched under President Joe Biden that created three broad tiers of countries for regulating the export of chips from Nvidia Corp. and others. The Trump administration will not enforce the so-called AI diffusion rule when it takes effect on May 15, the people said.

 

[aurvandil]

Fun fact: The 90 day tariff reprieve runs out on 4th July.

 

[apple459721]

us futures buying the rumour

buy the rumour buy the news or buy the rumour sell the news?

 

[stanlawj]

us futures buying the rumour

buy the rumour buy the news or buy the rumour sell the news?

The 1st country to make a trade deal with US is Israel. This is no brainer.
Israel will agree to whatever terms that US set, and US won't set any bad terms for Israel since Israel exports alot of IP (not trade goods) to US. Lowering all tariffs to zero on both sides is net win for all sides in this case.

 

[stanlawj]

Seems like the equity market is at a pivotal point now, and has to make a decision today or latest tomorrow. It should either be a bigger downside move or a move to the upside to end the bear market.

Having said that, usually bear markets end when prices are low, not when prices are high like now, so I am expecting a downside move. Let's see.

You're going to get your patience tested... .

 

[stanlawj]

Silver breakout, retest and rebound at $32.50 successfully. I'm back in silver via COMEX silver futures this time. Missed the boat on silver miners (SILJ) and gold miners (GDX, GDXJ) breakout two days ago. They held their breakout through FOMC which is a sign that speculative hot money has entered gold mining sector in a big way.

Other supporting data: XAUJPY also breaking out to new ATH.

 

[apple459721]

The 1st country to make a trade deal with US is Israel. This is no brainer.
Israel will agree to whatever terms that US set, and US won't set any bad terms for Israel since Israel exports alot of IP (not trade goods) to US. Lowering all tariffs to zero on both sides is net win for all sides in this case.

I think india

 

[stanlawj]

I think india

India has trade relation with Russia! Too difficult to make any deals with India.

 

[DevilPlate]

I think india

Highly unlikely.

They are the Master of flipping prata (better than Trump)

 

[d9lives]

Rafale jets were shot down with Chinese J10 c.
Chengdu aviation stonk!

I wonder how the western media gonna spin the stories about China's Junk, inferior cheap products, China's tech is 15/20/30 years behind, China's AI is BS, and China's imminent collapse now.

 

[apple459721]

India has trade relation with Russia! Too difficult to make any deals with India.

Highly unlikely.

They are the Master of flipping prata (better than Trump)

Lets see tonight

 

[stanlawj]

Lets see tonight

It's UK. Just reported a few minutes ago.

https://www.nytimes.com/2025/05/07/business/economy/trump-trade-britain.html

 

[stanlawj]

Rafale jets were shot down with Chinese J10 c.
Chengdu aviation stonk!

I wonder how the western media gonna spin the stories about China's Junk, inferior cheap products, China's tech is 15/20/30 years behind, China's AI is BS, and China's imminent collapse now.

It's not just the jet that is the key. It is the air-to-air missile that it fired: PL15E.
As long as a competent jet pilot uses a deadly modern missile with excellent AESA radar, no modern jet can survive. Most missiles use mechanical active radar scanner or infra-red seekers not AESA radar.

The PL-15E is the export version of the PL-15, developed by China’s 607 Institute (China Air-to-Air Missile Research Institute). The PL-15E has a declared maximum range of 145 kilometers, compared to the 200 to 300 kilometers range of the PL-15 used by the Chinese Air Force. Both variants are equipped with dual-pulse solid-propellant rocket motors and are capable of speeds exceeding Mach 5. Their guidance systems incorporate inertial navigation, Beidou satellite updates, a two-way datalink, and an active electronically scanned array (AESA) radar seeker.

Is it common for air-to-air missiles to have AESA radar?

Grok: No, it’s not common for air-to-air missiles to have AESA (Active Electronically Scanned Array) radar. Most air-to-air missiles rely on simpler seeker technologies, like passive infrared (IR) seekers for heat-seeking missiles (e.g., AIM-9 Sidewinder) or semi-active/active radar seekers for radar-guided missiles (e.g., AIM-120 AMRAAM). These seekers are typically mechanically scanned or use less complex electronically scanned arrays due to size, weight, power, and cost constraints.

AESA radars, which use multiple transmit/receive modules for agile beam steering and improved performance, are more commonly found in larger platforms like fighter jets (e.g., F-35’s AN/APG-81) or ground-based systems. Integrating AESA into a missile is challenging because of the small form factor, limited power supply, and high costs. However, some advanced missiles, like the MBDA Meteor or Japan’s AAM-4B, have explored or incorporated AESA-like technologies in their active radar seekers to improve target discrimination, jamming resistance, and flexibility in complex environments.

While not widespread, the trend toward AESA in missiles is growing for high-end, long-range air-to-air systems, but it remains rare due to practical limitations.

China can afford to equip all their air-to-air missiles cheaply with AESA radar. While US can't because it is too costly to make. Industrial power wins the battle field.

 

[Jirachi]

The 1st country to make a trade deal with US is Israel. This is no brainer.
Israel will agree to whatever terms that US set, and US won't set any bad terms for Israel since Israel exports alot of IP (not trade goods) to US. Lowering all tariffs to zero on both sides is net win for all sides in this case.

It's UK

 

[Jirachi]

The only people with non public and market moving info right now are Trump and his cronies, the problem is even Trump doesn't know what he will do tomorrow because he has no plans.

Yes. Trump has no plans. That is the uncertainty we are in and is sucks.

 

[stanlawj]

UK will still get minimum 10% tariff.
This figure is not as bad as the horrible VAT in EU countries.

	Hungary	27%
	Finland	25.5%
	Sweden	25%
	Denmark	25%
	Norway	25%
	Croatia	25%
	Faroe Islands	25%
	Greece	24%
	Iceland	24%
	Poland	23%
	Portugal	23%
	Ireland	23%
	Italy	22%

 

[d9lives]

My fastest cum ever lol.
Bought and sold Meli within 2min, profit 5.9k lol.
Humji hit and run now

 

[elvintay07]

Rafale jets were shot down with Chinese J10 c.
Chengdu aviation stonk!

I wonder how the western media gonna spin the stories about China's Junk, inferior cheap products, China's tech is 15/20/30 years behind, China's AI is BS, and China's imminent collapse now.

As usual it is the tuakang ownself said ownself song. Never said how many Chinese J10c fired. Also never say how many of the 5 shot down is Rafale. Even if shot down, which clown is flying the fighter jet. If China tech so powerful machiam like Jing Yong. 1 hero can take down whole army, I think today all of us will use Chinese as our first language already la.

Yes, I believe China has power missile and also 5-6th generation fighters. But at most on par with US only. If they so superior like 1 fighter jets can kill 10, US would have game over by now and not both sides trying to quibble like primary school kids. Just like their tuakang good friend. Before war said like fight fast. From Feb 2022 fight until May 2025, still fighting