Posts
Burger King President weighs in on Trump’s tariff-free beef. Massive margin savior?
Burger King’s President Tom Curtis breaks down Trump’s emergency order dumping 300,000 metric tons of tariff-free foreign beef into the US market over the next 90 days. While domestic cattle ranchers are furious about losing their pricing power, Burger King and other massive fast-food chains are treating this like pure …
Do you think the bursting of the dot-com bubble in the early 2000s could happen again, only this time in the AI sector?
In many ways, the current situation seems similar to the period around 2000 to me. The enthusiasm surrounding AI is enormous, the valuations of technology companies have risen significantly, and huge amounts of money are being poured into AI infrastructure. Of course, AI itself is a real technology and is …
Dimensional / Avantis ETF
Does anyone utilize ETFs by Dimensional or Avantis in his/her personal investing strategy? Both asset manager recently launched ETFs outside of the US and they are available as UCITs for Europeans. I build myself the following portfolio: \- 45% Dimensional US Core Equity Market ETF \- 35% Dimensional Global ex …
AI is projected to need a whopping 121 GW of U.S data-center IT power by 2030….what becomes the bottleneck first?
While AI might be able to scale at software speed, its required power, chips and raw materials cannot. So with U.S. data-center IT power demand projected to reach 121 GW by 2030, which physical constraint do you think could most hinder progress? Electricity? Builders? Copper? Silver? Something else? And do …
Reaction to Meta Settlement News
I'm surprised that there is no strong response from Meta's peers to the news they settled the social media addiction lawsuit. If Meta is up some 3-4% because they'll pay 12 billion & limit children's usage time. Surely those eyeballs will go somewhere. So it should be quite good for …
Daily General Discussion and Advice Thread - August 26, 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 …
In most tech revolutions, the biggest winners aren’t the first movers. AI might be the same story.
Honestly this keeps bugging me. Look at almost every major tech shift and the guys who cash in the most aren’t the ones who started it. Browsers first. Netscape was crushing it mid 90s, like 80%+ share in early 96. Microsoft shoved IE through Windows, then Google only launched Chrome …
Can we forget about the offer for a moment and focus on the demand? AI bubble has an unfixable demand problem.
We are building a multi-trillion-dollar high-speed rail network with zero passengers. So I'm talking about this kind of passengers: I'm talking about standards, audit, security, sustainability, national reserves, legal frame... Of course those passengers came with return of xp, lawsuit, crisis... But they create a Fix demand that we can …
Retirement Investment Planning
I am getting ready to retire so doing some clean-up and updating some investments in various accounts at Fidelity First step is to consolidate the last co. 401K with previous rollover IRA account. Then ideally I would like to simplify things so I do not need to keep nursing investments …
Robinhood for hysa, Roth etc
Title is pretty self explanatory. I am 28, self employed, currently have no major investments in terms of retirement accounts, however do have a paid off house worth about 225k and 100k in the bank, no other debts aside from student loans at 2% I’m just making the minimums on. …