Posts
Would you add to this growth portfolio $mu, $nbis, $iren and $asts
First of all yes I know this is a high risk volatile portfolio. I used to hold the bigger names the likes of $tsla, $nvda, $google and $avgo. However, I wanted to make bigger returns. I was relatively middle of the pack on micron $mu last year and have recently …
What date(s) do you think are most likely for the supreme court to rule on the legality of the tariffs?
Per the internet they typically issue rulings on Mondays have never issued a ruling on MLK day so the 19th is out. My follow up question is what are you expecting the market to do with either a for or against ruling? And what do you anticipate the best plays …
How would you prepare for a bear market in 2026?
I know this may not be a popular position, because the stock market has gone up so much over the last few years, but I just sold all my stocks on Friday, and now want to take a defensive position. Come Tuesday when the sells settle, I'll put them into …
Next time you're told to buy Salesforce $CRM, think again.
Recently, senior executives at Salesforce have admitted, both internally and publicly, that they massively overestimated Al's capabilities. They have found that Al simply can't cope with the complex nature of customer service and totally fails at nuanced issues, escalations, and long-tail customer problems. They even say that it has caused …
Looking into these index for first time brokerage account
I'm 40, already maxing 401k and Roth Ira. I was saving for a second home but changed my mind and now I have $115k to invest. I'm looking at these index funds and allocations. Funds have good returns, low expenses and the tracking error seems low. I appreciate any feedback! …
Why not hedge with cheap etfs instead of a hedge fund?
I've seen dozens of posts and articles saying that hedge funds exist because they can deliver positive returns regardless of the market. That makes them attractive for things like pension funds where the goal is to avoid losing money. Understood. But why can't that be done with cheap etfs? Why …
History of US equities, t-bills, treasuries, gold, and international returns
In a recent thread on r/ETFs, I mentioned that I would provide data to break down the performance of US stocks vs. international (and other asset classes) from Testfolio. In brief, US stock markets have performed better under Democratic presidents than under Republican presidents, both on a nominal and an …
So let me get this straight, you're going to replace all workers with AGI soon but need to rely on ads for revenue?
>\[OpenAI\] The money-losing startup plans to spend more than $1 trillion on artificial intelligence infrastructure by 2030, but has not given details on how it plans to fund it. >Ads to be tested on free and Go plan users in the US in coming weeks >Ads won't affect ChatGPT answers …
silicon, steel, and copper (the new tech trade)
For the last twenty years, innovation was easy. It lived behind glass. We built apps. We polished interfaces. We optimized for attention. You could scale to a billion users without buying a single truck, pouring a foot of concrete, or tightening a bolt. But that era is done. Software has …
Have an old company IRA that I’ve grown quite a bit this year. Wanting to derisk and looking for some suggestions.
Hello all, I purchased a thousand shares of Rocketlab in late 2024 in an old IRA. That $14,000 investment is now a little over 100k. While my greedy side says hold for 10 years, I also am feeling tremendously lucky and don’t want to get rugged having that entire portfolio …