Posts
Infrastructure and technology
I build data centers, semiconductors, power plants, pharmaceuticals, etc. I've worked in Micron in Idaho, Google in Reno and Phoenix, switch in Reno, Merck in NC, TSMC in Phoenix, Intel in Phoenix, edgecore, qts, etc, etc, etc. I can tell you that this stuff isnt going nowhere. We have 20 …
One-time Infrastructure vs. The Endless Upgrade: Nuclear or GPUs?
For Nuclear, growth is driven by massive 10-year builds. However, once the grid is established, does the sector plateau? Is recurring fuel revenue enough to sustain growth? In contrast for GPUs, hardware degrades and becomes obsolete every 3–5 years. This creates a "forced" replacement cycle that nuclear lacks. So my …
It’s not about the $0.006 dip. It’s about the fact that 'stable' is just a suggestion in this market
I know, I know... 'It already recovered.' 'It was just a blip.' But I saw that $0.994 candle on the chart and my heart literally skipped a beat. If you were around in 2022 for the UST collapse, you know exactly what that feeling is. It starts with a tiny …
the 150-day tariff clock is ticking... what happens in july??
so scotus killed the old tariffs but the admin just used section 122 to slap a 10% duty back on everything for the next 150 days lol. it feels like we’re just kicking the can down the road while prices at walmart and amazon stay high. i’ve been looking at …
ETF bond terms - short, medium, long - does it matter?
When we leave look at bond or muni etfs, they may come in flavors like short term , mid term or long term bond etfs. Does the bond term matter to how long you hold the etf? Being an etf, my thought was no- I could get in and get …
VTINX (Vanguard retirement fund) as a medium term investment in a taxable brokerage account
Outside of my 401(k), I hold only cash and VT (technically VTWAX, but whatever). I’m looking for creating a separate investment that I can use as a “capital improvements fund,” for lack of a better word: To fund large medium-term purchases that can theoretically wait out a market downturn, such …
What are the biggest mistakes you made when investing in trailer parks?
I’m in the serious contemplation stage of investing in a trailer park. I think it could be very lucrative financially to do a house hacking type situation with a trailer park. I remember taking a housing policy class in college and in my state the laws on trailer parks heavily …
Maxing my Roth IRA and Traditional 401k feels just as irresponsible to me as gambling on slot machines.
Here's the thing: you don't know if that "safe" index fund you put money into is going to continue going up or crash straight to zero. I've lost a lot of money gambling and buying individual stocks, and I see zero difference. At the end of the day no one …
Underperformance of the S&P 500 and supervision of brokers
Our family investment advisor that we have had for 25 years just left one big firm to go to another (e.g., from J.P. Morgan to Merrill Lynch or, say, Goldman Sachs to Morgan Stanley). She has done this before. We have no problem with that. The firm that she left …
Have I been scammed? Met a broker/manager online
Hello, to cut to the chase, I met this guy randomly on social media and he promised sizeable profits if i follow his signals. First three signals were free. Sure enough my $5k was making $1k-$2k each signal. I paid him %10 commission for each successful trade. End of 2025 …