No one even monitors whether boards look after shareholders’ interests here, so I guess the law can be broken in peace 
Buy Sampo!
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Whether to sell blindly at market or go on the defensive, that is the dilemma. Well, yeah. Of course I don’t own such trash; there has to be a limit somewhere.
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AI cloud and Tech stocks broke out above the high of two days ago in many stocks following yesterday’s Inside Day Bar (a “pause candle”). This pattern often points to a reversal, especially if the rally holds above the candle from two days ago and volume increases compared to previous days. A similar pattern was observable in over 100 watchlist stocks, which mostly indicates synchronized selling rather than differences between individual companies. It remains to be seen if the rally holds, but the potential for a Santa Claus rally looks quite good in AI-focused companies.
The Japanese Carry Trade was apparently priced into Bitcoin and tech, and both jumped overnight following the BOJ’s decision. Regarding interest rate hikes, the BOJ will primarily monitor wage developments going forward, as inflation is not an issue.
Yesterday’s very soft CPI figures fell sharply, and that is fundamentally good for tech/AI/growth stocks, whereas for stable companies, a falling CPI potentially signals an economic slowdown. Since late October, rotation has been strongly toward defensives (especially XLP, i.e., staples), so at the very least, a strong bounce for the AI trade was overdue. Today’s stars are Nebius +12.9%, the subject of Dan Ives’ sale speculation hints; CoreWeave +17.8%, which secured a collaboration with the Genesis AI Mission; and HUT +10.8% following an Anthropic deal, along with APLD and BITF, all of which are up 10-17%. Other companies in the sector are also comfortably in the green today.
Micron’s earnings and guidance provided a clear hint that AI is still growing steadily despite the jitters, and there is a shortage of memory. Yesterday’s DOE Genesis AI Mission provided another positive catalyst for AI, at least momentarily. Two days ago at 8:00 PM, an initial reversal was seen in options when, for instance, approximately $23 million worth of $100 calls for March 2026 flowed into CoreWeave, and puts no longer appeared in the same fashion.
The AI sector is attempting to validate the breakout. The strength and sustainability of the rally remain to be seen.
The memory I bought in the spring has ballooned in price, and it is even hard to find in stock (price in the spring was approx. €350). Starting next year, AMD, among others, announced it would raise GPU prices by +10% as a result of rising memory costs. Laptop prices will likely rise as well, and upgrading your machine this year might be wise, as the increases haven’t yet reached the prices.
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Here are the performances of different things over three years 
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9 percent down without news, -42% in 6 months and -37% since I bought it. Just the right stock for me, as I happen to like expensive hobbies. Low oil prices + a weak earnings report is a bad combination. That’s what you get for buying into the forum hype.
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