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I will post on value investing. Anyone not interested in value investing should skip. From the mid 1990s to a few years ago, I followed Warren...
I don't see any interest in Tesla in this thread. Is anyone following it? Optimis v3 is a humanoid robot with considerable capabilities. Tesla...
For many decades, I've thought a stock portfolio will seem to perform worse the more it's monitored so I try to not stay that close. Still, I'll...
There is 100% chance she knows things I do not. Still, I'm glad I haven't owned ARKK in a few years. For what it's worth, ROCm 7.2.4 is another...
Intel Corp. Everything I see and hear from Lip-Bu Tan causes me to have tremendous optimism for Intel. Intel was literally on life support. It...
I will say this about SpaceX. We're talking about a 2T valuation so forget about rockets, moon bases, a Mars colony, etc. Starlink v3 has...
This post has two purposes. One, test for ban. Two, SpaceX valuation conjecture. US GDP 2026 (estimated) $32.38T SpaceX IPO...
I don't recall how to cite a reference. Post a link to any post you've ever made on this site to back up your claims so I can see how it's done....
I'm not in the business of picking companies, particularly for other people. I barely post and yet I've shared quite a bit of extremely solid...
Follow on to "I told you so" above. As I get older, my ability to communicate has gone away. Let me do my best to be clear. - Is the media...
Tom's hypertrade update! Back in late March, I posted a rant about 0% of news being factual, the market over responding, and nobody having the...
I don't believe anyone was drunk. These were people 40~55 years old with me being an outlier well above that range. They simply do not...
Golden words, Andrew.
I recently spent several months in Asia. We ended up at an expat dinner of roughly 35 people. After dinner, the topic turned to sustaining...
It's clear the path to success is consistent, long term, investing. Buy some VOO every month and go out of your way to not check your balance...
WXYZ and I are hyper trading crypto. We have to get rich quick because we couldn't be bothered with the inconvenience of getting rich slowly.
For what it's worth, I expect to own some Micron in the next 10 days (I have a long term buy order in place). The intention is a medium term hold...
Here's my bi-weekly AI post for RTN to disagree with. AMD's ROCm has taken a huge step forward in the last 45 days. ROCm is open source. The...
Let me sum up the last post on NVL/Helos. Walmart converted all refrigerators in all stores to LED lighting, 15 years ago. They knew that 1.5...
IMO, Palantir is not a stock that is ever going to traded on solid information. It's a stock you have to believe in, buy, and hold. I believe...
