techno-ag said:

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I bleed maroon said:

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A couple interesting points from Powell's comments:

- Tariffs are a one-time impact. Once a new equilibrium is established, they are no longer inflationary.

- AI Data Centers are nothing like the dot.com bubble, as these are real companies with real earnings, not just an idea, like some original internet companies

I still don't support tariffs in almost any case, but we (including me) should keep in mind that it's not a long-term inflation generator, and can somewhat be disregarded after the last tariffs have been implemented.

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A lot of the fear mongering over tariffs was political sad to say.

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Oh, there's still plenty of fear, as the biggest risk is when will we arrive at the "new equilibrium". With all the political lawfare and midnight tweets where policy changes on a dime, I think it will be a while before the market has certainty on the new rules of the road. In the meantime, companies can be ruined or artificially supported based on non-economic factors, which I why I, as a free-market devotee, continue to be steadfastly against tariffs (except in cases of national security).

WTH happened to $FI? That is a huge hit on a big cap. Not sure if it will bounce but if it bases, I may start adding.

EnronAg said:

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South Platte said:

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GeorgiAg said:

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I was really smart and sold POWL at $356.

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Depending on when you got it, that's not a bad exit point at all. Lots of people sold sub $300. The last few days is inexplicable.

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sold a $400 covered call (11/21 expiry) a couple weeks ago that I thought was free money...welp, nevermind.

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I just sold a Nov 500 powl call for 5.00

In my mind I am getting paid when I set a limit order. At $500, they can have it.

Sims said:

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Well Powell was one of them. He's only had to take this position now that the data bears it out as fact.

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I think we posted at the same time, so I'd be interested in your thoughts on my post. Your bolded statement above is WAY premature, in my mind. There is no data to react to, as we haven't reached a point where we know what tariff rates will be. Until then, and only then, uncertainty will punish the economy (and the market, to a degree) by leaving a huge unknown as to WHEN that day will be. Note - I'm not being political - I'm stating the fact that the market abhors uncertainty on this issue.

I've listened to every Powell presser this year. All I recall him saying is that tariffs are inflationary, and it's too early to know how much of the impact is transitory vs actual inflation and labor markets were strong enough that the Fed could afford to wait to review the data before making cuts.

That's pretty much what he said every time until this one and the last meeting.

My read of the data is that while tariffs do raise prices, we ignore the level to which they depress economic activity when they're discussed.

On net, I think the tariffs are not inflationary due to the latter component.

Also, I agree with your post with respect to the uncertainty they create can be really detrimental in specific isntances...but that has nothing to do with inflation.

GOOG rly tryna make a run at my Fri 295 CC

Sims said:

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My read of the data is that while tariffs do raise prices, we ignore the level to which they depress economic activity when they're discussed.

On net, I think the tariffs are not inflationary due to the latter component.

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Fair assessment, although it would be pure magic if those two perfectly offset each other. I don't agree with your position - they're one-time inflationary to me, at least. And, I hope we can all agree that the "Let's Make A Deal" approach being used to set tariff rates is economically harmful and counter-productive. We're not playing political wheel of fortune here, it's our economy's future at stake, and we shouldn't make light of significant policy shifts which can destroy companies or entire industries overnight (both US and foreign). Not to mention inviting opportunities for corruption and graft.

CheladaAg said:

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WTH happened to $FI? That is a huge hit on a big cap. Not sure if it will bounce but if it bases, I may start adding.

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Been watching that and FFIV for possible bounce back gains.

Sims said:

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Always happy to have productive disagreement!

Beats getting told I was gonna be giving handjobs in order to feed myself since I'm not a gold bug.

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MrWonderful said:

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I've listened to every Powell presser this year. All I recall him saying is that tariffs are inflationary, and it's too early to know how much of the impact is transitory vs actual inflation and labor markets were strong enough that the Fed could afford to wait to review the data before making cuts.

That's pretty much what he said every time until this one and the last meeting.

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I think Powell has been waiting it out to see if the data would support his lack of action on rates and give him cover to pause longer on the rate drop cycle. I think he could, with decent confidence, have seen that the tariffs would not be as world ending from an inflation standpoint as everyone was trying to sell.

Now the data doesn't support his lack of action, he's having to act...fully knowing this was the case months ago.

Texaggie7nine said:

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CheladaAg said:

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WTH happened to $FI? That is a huge hit on a big cap. Not sure if it will bounce but if it bases, I may start adding.

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Been watching that and FFIV for possible bounce back gains.

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Same and nibbled at FI 5 minutes from closing bell. Seems like the CEO has realized the prior one wet the bed and is trying to get things back in line. P/E ratio of 12 is lowest it's been in a long time.

Feels oversold but the blade end of the falling knife is pretty sharp!

who else is buying META after hours?!

CheladaAg said:

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WTH happened to $FI? That is a huge hit on a big cap. Not sure if it will bounce but if it bases, I may start adding.

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I got absolutely hammered on that one today. I had big positions in it with an outside advisor's funds. I am down $84,000 for just the day (overall portfolio, not just related to this position - thanks, Powell). The fund did sell off some of the stock at $71. And I had a nice chat with the advisor. I felt pretty good when I got up this morning. Not so much right now. One of those days. Ugghhhh.

Nope...It will be a week before I go near it

MSAI slipping under a buck after hours.

AUST and MP have another terrible day. I pretty much need Trump to punch Xi in the face tomorrow to get metals back on track.

LMCane said:

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who else is buying META after hours?!

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I will definitely be rotating more into it if it holds near this level for more than a day or two.

MSFT as well.

Such is the usual with MSFT. Beat earnings expectations and stock drops. If the world is going to run on AI its going to be in Data Centers owned by MSFT and GOOG.

Ever heard of AWS?

BREAKING: OpenAI is preparing for a potential IPO valued around $1 trillion, with a filing possible in late 2026 and a listing in 2027, per Reuters

— unusual_whales (@unusual_whales) October 30, 2025

Yes plz

jamey said:

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BREAKING: OpenAI is preparing for a potential IPO valued around $1 trillion, with a filing possible in late 2026 and a listing in 2027, per Reuters

— unusual_whales (@unusual_whales) October 30, 2025

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Will buy

I got in early on some wireless IPO's, and stuff just skyrocketed from there.

How's your portfolio?

flashplayer said:

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LMCane said:

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who else is buying META after hours?!

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I will definitely be rotating more into it if it holds near this level for more than a day or two.

MSFT as well.

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May drop further if Apple and Amazon miss due to tariffs.

harge57 said:

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Such is the usual with MSFT. Beat earnings expectations and stock drops. If the world is going to run on AI its going to be in Data Centers owned by MSFT and GOOG.

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…and AMZN.

BT1395 said:

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harge57 said:

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Such is the usual with MSFT. Beat earnings expectations and stock drops. If the world is going to run on AI its going to be in Data Centers owned by MSFT and GOOG.

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…and AMZN.

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AMZN better pull it together fast. The only reason anyone is using bedrock is because they are already an AWS shop. They are way behind MSFT and GOOG when it comes to the AI platform and all the services around it. That's why MSFT and GOOG have double the growth rates. More and more companies have been on-boarding GCP and Azure when they have only had AWS in the past. The lack of models and other services like security and agent support have AMZN losing ground quickly.

ProgN said:

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Disney’s acquisition of a majority stake in Fubo has closed, after the U.S. DOJ completed its probe and cleared the controversial transaction, FOS has learned.

ESPN parent $DIS will buy a roughly 70% stake in $FUBO and merge it with the Hulu + Live TV streaming service.

— Front Office Sports (@FOS) October 29, 2025

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I was wondering why it was up so big this morning. Pretty shocked that it didn't take off like last time since the biggest risk was the DOJ and sounds like the deal has gone through… This was trading at $7 in January when the news first broke up 350% that day.

FUBO interface is far superior to Disney/Hulu

Trump and Xi slobbering over each other so I assume they announce a deal intended to at least appear like both sides won

🚨🇨🇳🇺🇸 XI: CHINA AND THE U.S. SHOULD BE PARTNERS AND FRIENDS

“Our two countries are fully able to help each other succeed and prosper together.

Over the years, I have stated in public many times that China and the United States should be partners and friends.

This is what… https://t.co/kvbKUpWyf4 pic.twitter.com/WZm1tqJZlm

— Mario Nawfal (@MarioNawfal) October 30, 2025