Posts
AI portfolio - next 6-12 months
I’ve been going down a bit of a rabbit hole lately trying to build an AI-focused portfolio, but not just the usual NVDA/MSFT stuff everyone already talks about. Instead I’ve been looking more at what actually enables AI to scale, like the stuff that becomes a bottleneck if demand keeps …
What is your opinion on SpaceX and the fact that that removing Musk from SpaceX would effectively require his own consent?
[https://stocktwits.com/news-articles/markets/equity/elon-musk-can-only-be-fired-from-spacex-if-he-says-so-report/cZBA9QdReEh](https://stocktwits.com/news-articles/markets/equity/elon-musk-can-only-be-fired-from-spacex-if-he-says-so-report/cZBA9QdReEh) I just read this mind boggling article. >Reuters [reported](https://www.reuters.com/world/only-elon-musk-can-fire-elon-musk-spacex-filing-shows-2026-04-29/) Wednesday, citing a confidential IPO filing it reviewed, that removing Musk from [SpaceX](https://stocktwits.com/symbol/SPACEX) would effectively require his own consent. The filing states that Musk "can only be removed from our board or these positions by the vote of Class B …
I feel like I'm losing money because I'm only up 8% in 6 months.
I don't mean to sound like an emotional wreck but I'm having a much harder time dealing with the emotional aspect of investing and need some advice from experienced investors. I have my selection of stocks that I picked after doing extensive research of each of them. I thought I …
Midterm Effects on Market Corrections
I created a chart based on all the midterm elections pullback and rally. Has anyone else done this? It looks like there has been always been a correction with an average of -17.5% except for 1934, 1998, and 2002. I don't know why this year would be any different. Of …
Stock market last & this year performance
Hello...I am a new investor (around 1.5 years in the market) & mostly invested in Canadian & US stocks, no options or anything. I was able to navigate last year tariff war & this year US/Iran war so far with some profit. My question to experience traders who are in …
Hot take: Diversification is for the uneducated.
This is ‘change my mind’ type. Here is what Charlie and Warren said about diversification. **Warren Buffett** “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” “If you can identify six wonderful businesses, that is all the diversification you need.” “If you are …
Fidelity is introducing $100 ETF fees on 120+ ETFs. Here’s what you need to know List.
List of ETFs: TOAK, LDDR, NITE, MSTB, FFND, EMPB, ECML, RMIF, FFLS, KEAT, MSTQ, LFDR, LIAM, SPYA, NRSH, LIBD, LFBE, LIFT, AZTD, TSPX, PRAE, LFAI, BCKT, LFAW, LFAO, LIAU, LIAE, LEXI, EVNT, ARB, ACVF, AOTG, AOTS, IVSI, IVSX, IVSS, VSLU, USAF, BINV, BSMC, BUSA, BWTG, BFIX, CLSE, CUSD, CVAR, BBB, …
Challenge: retire after completing 100 successful trades. Day 20.
About 20 days ago, I shared my crazy plan, and honestly, it didn’t get much support. Maybe a lot of people just didn’t believe in it. I still clearly remember when I announced I was buying GOOGL and got laughed at for it. That’s alright though, because today’s earnings report …
My Stock Buying Strategy, Simple But Effective
You want to know how to trade the market for real? Watch the Fear and Greed index, when it dumps below 20, if there are no rate hikes ahead, if market has deleveraged substantially, then you can buy an INDEX on the low. If you buy a stock, it has …
If you could only pick a few of these for the next 5 years, how would you balance certainty vs upside?
I’ve been thinking about this a lot lately. Choosing between NVIDIA, Meta, Microsoft, Apple, and Tesla feels less like picking the “best company” and more like finding the right mix between reliability and optionality. Here’s how I see it: Microsoft feels like the most certain. Cloud plus AI is already …