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Posted
12 minutes ago, Captainant said:

Well, it's not a debate if it's legal or not - it isn't. You're excusing his dictatorial actions and insisting that anyone who takes issue with them is deranged with a mental condition. So yeah, you're gonna keep getting that bucket of cold water that "maybe we shouldn't let a pedophile unilaterally declare what is and isn't legal"

JFC.  Why are you you. Just because political rage consumes every single aspect of your pathetic life doesn't mean everyone else wants that.  

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Posted
20 hours ago, Anastasis said:

SPY trading at all time highs. Some surly posters cracking. Wish I had held on to those Sept 550 calls longer. 

It usually is trading at all time highs right before the calamitous crash.

Posted

Loving the Snowflake after-hour movement

Dont agree with immediate reaction to Nvidia. Beats the expectations but analysts don't like next quarter's estimates? Sounds like a buy if it stays flat

Posted
47 minutes ago, StassneyHorn said:

Loving the Snowflake after-hour movement

Dont agree with immediate reaction to Nvidia. Beats the expectations but analysts don't like next quarter's estimates? Sounds like a buy if it stays flat

The market often moves the opposite of our expectations. That’s how the whales win and we lose. Analysts search for the cause and make up a reason so they can justify their employment. We all awkwardly nod as if we understand.

Posted

It's wild seeing all the buy signals for NVDA, they have way down forecasts on sales looking forward. I've posted on the chatGPT thread, but the whole LLM game is horrifically unprofitable despite our entire economy riding on that one thing 

Posted

As I watch PLTR drift down in pre-market closer to the price where my super loose stops washed me out that pissed me off 10 days ago, I feel like better this morning.  As the price gets closer to where I stopped out, in pre-market, i feel so much less FOMO.  

I have a feeling this thread is going to get a lot more popular as we head into the Fall.  

Posted

my dimming view of the way our economy is structured has made some gains lately.  the rich get richer.  so i turned to VUG to invest in the 'rich.'  

 

NVDA NVIDIA Corp. 67066G104 2379504 12.64 % 230,706,147 $41,035,702,367
MSFT Microsoft Corp. 594918104 2588173 12.18 % 74,117,576 $39,541,726,796
AAPL Apple Inc. 037833100 2046251 9.48 % 148,279,689 $30,778,415,046
AMZN Amazon.com Inc. 023135106 2000019 6.72 % 93,240,602 $21,828,557,334
META Facebook Inc. Class A 30303M102 B7TL820 4.62 % 19,403,615 $15,007,531,986
AVGO Broadcom Inc. 11135F101 BDZ78H9 4.39 % 48,482,228 $14,239,230,364
GOOGL Alphabet Inc. Class A 02079K305 BYVY8G0 3.34 % 56,442,683 $10,831,350,868
TSLA Tesla Inc. 88160R101 B616C79 2.69 % 28,277,687 $8,717,162,571
GOOG Alphabet Inc. Class C 02079K107 BYY88Y7 2.67 % 44,992,482 $8,677,250,079
LLY Eli Lilly & Co. 532457108 2516152 2.01 % 8,821,196 $6,528,302,524

 

that's about 60% of its makeup.  versus something like VOO, which has a composition like this:


 

 

 

NVDA NVIDIA Corp. 67066G104 2379504 8.06 % 603,678,512 $107,376,296,929
MSFT Microsoft Corp. 594918104 2588173 7.37 % 183,983,732 $98,155,321,022
AAPL Apple Inc. 037833100 2046251 5.76 % 369,718,204 $76,742,407,604
AMZN Amazon.com Inc. 023135106 2000019 4.11 % 233,888,096 $54,755,542,155
META Facebook Inc. Class A 30303M102 B7TL820 3.12 % 53,743,894 $41,567,677,375
AVGO Broadcom Inc. 11135F101 BDZ78H9 2.57 % 116,390,989 $34,184,033,469
GOOGL Alphabet Inc. Class A 02079K305 BYVY8G0 2.08 % 144,069,236 $27,646,886,388
GOOG Alphabet Inc. Class C 02079K107 BYY88Y7 1.68 % 116,209,996 $22,412,259,829
BRK.B Berkshire Hathaway Inc. Class B 084670702 2073390 1.61 % 45,392,119 $21,419,633,114
TSLA Tesla Inc. 88160R101 B616C79 1.61 % 69,365,314 $21,383,245,347

 

that's 38% of its makeup.  flatter at the top to be more diversified in VOO and SPY and what not.  

 

VUG being heavier for the biggest winners has allowed me to outpace most stuff, and still stay basically broad in an ETF way.  VUG v VOO, below.

 

image.png.ed75cdf8cf74c59e3fecea3ff19c5738.png

 

anyhow, that's one nice thing about our oligarchy.  they're going to oligarch.  might as well hop on.

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Posted

My be old news to most, but I heard the term, "K curve" for the first time today, when describing our economy.  If you're wealthy enough to have money invested in the market, an older, low rate mortgage, etc, you're in great shape.  Your salary is barely keeping up with inflation but so what.  Stonks to the moon.

But if you DON'T have money saved, it's more about trying to find cash to put down on a house and make a mortgage cash flow, all while paying high rent and car payments.

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