Posts
AI is not a sector it’s a capital rotation ladder from chips to apps (with ETFs for every layer)
I don’t really see AI as a single sector. To me, it’s more like a supply chain where money slowly rotates down the stack. It usually starts with compute, basically chips. That’s NVIDIA, AMD, Broadcom, Micron, names like that. This is the stage where sentiment is strongest and the market …
AI is not a sector it’s a capital rotation ladder from chips to apps (with ETFs for every layer)
Here’s a more natural, American male spoken version, cleaned up and without AI tone or dashes: I don’t really see AI as a single sector. To me, it’s more like a supply chain where money slowly rotates down the stack. It usually starts with compute, basically chips. That’s NVIDIA, AMD, …
Rally into July 44th and July 17th, Q3 20% market correction, October melt up.
The guy who runs the best-performing portfolio on Substack posted on June 7 that a 20% stock market correction is imminent due to the yen carry trade playing out. He also called the Iran/US peace agreement (MOU) that weekend before it happened, along with an SPX range through July OPEX. …
Any people here who started investing in their 30s on a lower than average salary
Hi, I'm a 33 yo female I bought a small flat a few years ago so was savings for that but feel very daft for not having started investing sooner. I earn 30 000 per annum and got a part time gig on top of that I'm still ramping …
From Crypto early 10s, to Ai in early 20s, now
I was a Crypto boy in early 2015-2016, and caught it quite well .. The run before it became a total s-show of rug devs and pump-funs was amazing. Became quite wealthy.. lost it all unfortunately.. My friends in the meantime 2020+ started investing in some AI stock, went slow, …
Daily General Discussion and Advice Thread - June 29, 2026
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! Please consider consulting our FAQ first - [https://www.reddit.com/r/investing/wiki/faq](https://www.reddit.com/r/investing/wiki/faq) And our [side bar](https://www.reddit.com/r/investing/about/sidebar) also has useful resources. If …
How to read 10-K without being burned the shit out?
Not looking for shame. Genuinely curious. I've held Apple for 3 years. Every year I open the 10-K with good intentions. Their FY2025 filing runs over 100 pages. I get through the business overview, hit the risk factors, and close the tab. I read Twitter threads and earnings summaries instead …
Is itrustinvestment.com legit? I put in $10k and now can’t withdraw
I put $10,000 into [itrustinvestment.com](http://itrustinvestment.com/) after searching online and finding positive reviews. Now I’m trying to withdraw my money, but I can’t get it out. Has anyone used this site before? Is it legit or did I possibly get scammed?
Is it possible to have a broadly invested portfolio, without automatic purchasing of SPCX or AI IPO’s?
Regardless of whether or not owning SPCX is a good financial choice (whether directly or through index funds) I do not want to participate in it because I believe this whole IPO situation is financial fraud and I don’t want to participate. There exists funds like SPXT, which is the …
MY FIRE NUMBER 45M - invested in ETFs and individual stocks
I have been thinking about this over the past few days and for me its the number I need to be able to live comfortably and have optionalities. Nothing extravagant or over the top. I have a young family,I want to not be stressed about money and be able to …