A little more on AMD's AI. Helios is not yet being delivered at scale. There are a few Helios frames out there but these are essentially engineering samples. We won't know how much demand there is for AMD's Helios and Mi455 series AI GPUs until they are released (product announced at CES in January 2026, promised for availability sometime in 2026). The timeline seems a bit slow, as the Mi500 series is promised for 2027. AMD seems to be struggling to deliver but I may be overly critical. Over at nVidia, the B300 is the announced, but not delivered, vanguard product. The B300 is not late but it's speculated to arrive in the channel slower than hoped. Any lateness is speculation, at this point. For some reason, everyone is struggling to deliver hardware right now in any technology sector.
A little nod to our friends from England...in this headline. Also a nod to the greatest generation in England....those that CARRIED ON through WWII. https://en.wikipedia.org/wiki/Keep_Calm_and_Carry_On Keep calm and carry on even when investing feels unpleasant https://finance.yahoo.com/news/keep...hen-investing-feels-unpleasant-135625187.html ......"I find the act of investing can be very unpleasant."..... ......"Knowing what’s always happening in terms of uncertainty, what could happen in terms of volatility, and what drives prices over time helps keep you psychologically prepared for moments when your emotions pressure you to make what could be costly mistakes."......
The week to come......as EARNINGS escalate. Stock market records, Iran updates, and Tesla earnings: What to watch this week https://finance.yahoo.com/news/stoc...rnings-what-to-watch-this-week-115312657.html
As to the post above....about investing being UNPLEASANT. That is about right...periods of elation and excitement.....sandwiched between times of ..........DOOM, FEAR, PANIC, and outright TRAUMA. Add in the times that your decisions are revealed to be DUMB, STUPID, or DELUSIONAL. AND....you have the life of a long term investor. NO ONE...... is ever perfect. Investing is actually often a series of mistakes......that are overcome by the power of the LONG TERM and LONG TERM thinking. It is a process of GUTS.....eventually....leading to GLORY. YOU HAVE TO BE TOUGH....mentally and physically. It is a process of being educated....and at the same time.....not getting so far down in the weeds that you lose touch with REALITY. My two investing MEDITATION MANTRAS.......RIDING THE WAVE......and......LET WINNERS RUN. AND....you have to understand that sometimes...... letting winners run..... means that they will be running quickly BACKWARDS. SAME....with riding the wave.......sometimes the wave is nowhere to be found and you are in the DOLDRUMS for months or even years. Like some of the old sailing ship movies where the crew ends up waiting MONTHS for a wind and eventually sending out small boats to try to row the ship forward. OR worse......you are caught in a HURRICANE with jagged rocks all around, and you are hanging on for dear life as the huge dark and angry waves push you backwards. Sometimes I think it is a MIRACLE that new and/or young investors even do it at all.
The BEST way for anyone to start investing as a new investor. Set up an automatic bank draft into your brokerage account at a set time EVERY month. AND....have that money AUTOMATICALLY invested into an SP500 ETF on a set day every month. Start with somewhere between $100 to $500 per month depending on your earnings. After a while you will not even miss that money once you become used to it not being available to spend. This is called.....PAYING YOURSELF FIRST. YOU.....can do it. YOU....can join us that post on here. BUT....unfortunately new registrations are not being accepted on this site any longer. Those of us that are old-timers can still post here. BUT.......YOU can still join us in spirit even if you cant post and ask questions. DO IT NOW.......for yourself and your family. AND.....there is a HUGE amount of LONG TERM INVESTING content from page one of this thread. I personally have noticed that I dont post in as much detail as I once did. It seems repetitious to me at this point. SO......take advantage of all that this thread contains in the earlier pages. MOST of it is just as relevant now as when it was first posted. Want to learn about long term investing.......start at page one and....READ THIS THREAD. Those of us still posting would LOVE to talk to you....but we cant.
I was curious so I looked at the forum data for this site. It appears that our last member to register was on June 15, 2024. It was......Robster65.....no likes, no messages, no groups. FORTUNATELY....we are STILL RELEVANT....since our small bunch of posters.....from numerous countries......do a good job of putting content up on this site for those that can read but can not post.
Some good thoughts above on the life cycle of enduring long-term investing. I will add a few of my own rules/guides to the discussion above. Ignore the Noise- This is an old rule, but worth repeating. It is not easy. It is okay to remain informed. Do not overdo it though. Find some balance with the information you take in. Most of the modern day and daily headlines are simply worthless in the long-term. Give yourself time and space to disconnect. The silliness will still be here when you return. Control What You Can Control- This is so important. Your employment, steady contributions, and savings are going to matter far more than anything. Learn your risk tolerance. Make a financial plan with long-term goals and revisit it on a schedule that you set for review. This will keep you focused on what really matters. Create your own roadmap to a comfortable retirement and set out to accomplish it. The Greatest Enemy of a Good Plan is the Dream of a Perfect Plan- It is so true when you really set down and think about it. You could continue this quest for most of your life if you wanted to. The perfect plan simply does not exist. The promises of getting all of the reward with zero risk is a fool's errand. Yet, investors spend an inordinate amount of time trying to maximize every detail and often tinker with too many things. Complexity does not always translate into better results. Find your balance of what is good enough and be done with it. You will have less stress and will likely make fewer poor decisions.
This is 100% of the investing knowledge that 100% of people require. Long term investing: 99% chance of success Short term investing: 0.0001% (1 in a million chance of success) You decide.
Absolutely classic posts! If one just takes these posts to heart and follows them, they will succeed. Period. The problem is many people like to lie to themselves or put the pursuit of instant gratification first. Their loss.
I just got back from changing the capacitor on one of my AC units. It was slightly out of spec...according to my AC man that did my spring check-up. I AM STILL ALIVE. He quoted me $250 for the new part.....to replace it. I said....NOPE. I told him that the part that he was going to charge me $250 for could be bought on Amazon for $16......and...I have one sitting in the house in my tech/band closet right now. From working with band "stuff"....I understand the dangers of capacitors.....they can hold a LETHAL charge of electricity.....even when the unit is turned off and the breaker pulled. DO NOT TRY TO DO THIS IF YOU HAVE NO KNOWLEDGE. YOU CAN KILL YOURSELF!!!!!!!! I also very much understand how to replace them....ESPECIALLY....pulling the circuit breaker at the AC unit and DISCHARGING the old capacitor. BUT.....as a safety measure....I STILL review the process and think VERY CAREFULLY about what I am going to do before hand. The final step in the process.....I just ordered two new capacitors for my two AC units....from Amazon for $32.
We are PROBABLY going to see a RED open tomorrow.......and......a very volatile day. PROBABLY a RED close too. Just based on the continued turmoil with Iran. But.....who knows. I will catch the open tomorrow and than will have to leave for a STRESS TEST at about 9:30. It is preventative....after my wife suddenly needing a stent a few weeks ago. SO.....I will probably miss most of the entire day....after about 9:30. I try to be PROACTIVE when it comes to health.
Well.....DUH. I dont see any reason why not. EARNINGS for the past 5-8 quarters have been historic. 'Firing on all cylinders': Wall Street strategists expect a strong quarter of earnings growth https://finance.yahoo.com/news/firi...ong-quarter-of-earnings-growth-121555493.html ......."If anything, there's upward risk, and that tells you that companies are executing well in an environment where fear is high, but the actual reality is quite good,"....... MY COMMENT The greatest issue facing the markets with earnings......the constant MEDIA nit-picking and negativity. the short term NOISE that is for the most part nothing more than....fear-mongering for clicks. Of course...this totally drives the short term trading and washes out the great earnings we have been seeing. It is a BIG SHAME that we have allowed the media to have this sort of power...on the day to day markets.
Is anyone in here gambling on INTC? They just bought a bunch of gear from ASML for their 14A process node. They've lied so many times, I disregard pretty much everything out of that building but I believe Bu Tan is better than Gelsinger was. When good things happen, it seems everyone is quick to attribute the success to the CEO but it's become clear Gelsinger was maybe not terrible but did not contribute a lot. FWIW, I bet on Samsung a year ago. That was my dark horse. Intel is a black horse that is going to need two prosthetic rear legs because they were ground off in the glue factory. Anyone feeling lucky?
Gonna let that play out and see if decades of rot are reversed. I am seeing signs, but they need a proven track record for me to care.
I had a SMALL loss today in my stocks. I also tied the SP500.....so no beat....no loss. NOT too bad for such a non-market news day today (Iran).
YOU may think they are....but for most people....they are not. Your Odds Are Not the Average What a coin flip teaches about compounding, ruin, and survival https://www.polymathinvestor.com/p/your-odds-are-not-the-average ....."But when losses compound, when each setback shrinks the base from which you need to recover, the average becomes a dangerous guide. A 50% loss requires a 100% gain just to get back to even. That asymmetry is everything. So what actually matters is your geometric growth rate: the real, compounded trajectory your money follows through time. Not the theoretical average, but the specific series of gains and losses you experience, in the order you experience them."....
YES....in many areas it is a buyers market. BUT....at the same time everything in real estate is....local, local, local. Home sellers outnumber homebuyers in low-demand market The number of buyers in the market is approaching early pandemic lows. https://finance.yahoo.com/sectors/r...omebuyers-in-low-demand-market-162240040.html
I dont know much about this person....at least he is a long time company-man. Lets hope he is a mix of business sense and vision. Apple taps John Ternus as CEO to replace Tim Cook, who will become chairman https://www.cnbc.com/2026/04/20/app...-replacing-tim-cook-who-becomes-chairman.html
AMEN....a perfect strategy. Why focus on the NOISE instead of LIFE and FAMILY. Weekly Market Pulse: Stop Reading the News https://alhambrapartners.com/weekly-market-pulse-stop-reading-the-news/?src=news ....."If you were only paying attention to the things that matter for stock prices – earnings growth, dividend yields, and interest rates – the bullish stance of the market makes perfect sense. It is only when you start reading the news that the bears are able to get their claws in you.".....
I put up a similar article the other day. Even after 55+ years I have to agree.....I STILL HATE bear markets and corrections....even though I understand they are part of the NORMAL market process and can simply be.....waited out. I took no pleasure in that https://www.tker.co/p/i-took-no-pleasure-in-that ......"As much as I enjoy the intellectual exercise of researching and writing about financial markets, I find the act of investing can be very unpleasant. When stocks are up, I worry they’ll go down. And when they’re down, I worry they’ll go lower. Even when I look back and see the progress my portfolio has made toward my financial goals, I struggle to recall moments where I felt totally sanguine about the money I had at risk. Sure, in hindsight, I’m grateful for how far I’ve come. "......
