r/stocks
softbank --> plumbing???
Softbank drop sparks margin fears, threatening ARM with liquidation, while capital pivots to safe infra like ORCL amid repo rate spikes.
- Capital is rotating into safe, multi-year infrastructure plays like ORCL.
- Long-term AI infrastructure investment remains a secure haven for capital.
- Prime brokers may force liquidations due to margin loan concerns, ignoring AI hype.
- Spiking repo rates could trigger a cascade effect in the financial plumbing.
Softbank dropping 10% intraday is terrifying because when those prime brokers start sweating over margin loans, they dont care about AI hype, they care about collateral. If they start forcing liquidation windows, ARM is going to get hit so fast, and tracking those JPM and Goldman desk prints tomorrow morning is literally life or death for this trade. The infra pivot to ORCL and EQIX makes so much sense because that capital has to go somewhere safe and multi-year. Honestly, I'm lowkey stressed just thinking about the cascade effect if those repo rates spike tomorrow, the real panic is the plumbing
Reddit is becoming unusable
saw a tweet today where someone said he invested in RDDT because it's the last human place on the internet
oh sweet summer child
😂
It started to erode after covid, but it's gotten way worse in the last couple years.
I recently got back onto the app after being off work f it for a long time. I don’t understand the nonsensical ai/bot accounts. They don’t seem to sell anything. Just babbling nonsense. Very frustrating to sort through the crap
The whole internet is becoming unusable.
Wat
Unhinged stock talk - so hot right now
Huh 🤔
Your birth certificate was actually an apology to your parents from the condom factory.
Well only stupid traders would max out a margin loan based on the current valuations of stocks in the portfolio. Brokers would reduce the "colateral percentage" from 85 to 70 or 65% and if the position is too big.... well that could trigger a liquidation.
Ok cool.
Huh? It is now +1 percent now on TSE.
We are not there yet body, don't freak out, could be soon, could be later, but not today when semis are still rallying on bad news