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2025 / 2026 Investment Thread

Based on Q2 results?

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Take off that silly cap and put on a bikini and Meta is not out of place in that group.
Likely outperforms the group over the next 12 months.
 
I have sold call spreads and bought puts on SPCX and am feeling pretty darn good. Even far OTM calls are selling with insane premiums for this friday.
 
Nvidia, Apple, Alphabet, Microsoft, and Amazon—make up nearly 30% of the THE S&P 500 indexs

I've decreased that in my basket portfolio (basically the S&P 50 index) due to the tech bubble pop risk
 
SMH (VanEck Semiconductor ETF)...look at it's performance the last five years. I'm like...gawddamn it!!
 
Killroy1999 said:
Nvidia, Apple, Alphabet, Microsoft, and Amazon—make up nearly 30% of the THE S&P 500 indexs

I've decreased that in my basket portfolio (basically the S&P 50 index) due to the tech bubble pop risk
Click to expand...
What are you investing in instead?
 
cheez said:
What are you investing in instead?
Click to expand...
I'm still investing in Nvidia, Apple, Alphabet, Microsoft, and Amazon, just not 30% of my portfolio like owning a S&P 500 index


I'm not owning Tesla, Meta or Disney anymore.
Never bought SpaceX


A lot of folks will prosper with just investing in S&P 500 index, like VOO, but it is very at risk for a AI bubble pop. It is funny how capitalization-weighted indexes like S&P 500 ignore fundamentals.
 
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MC BumSlap said:
SMH (VanEck Semiconductor ETF)...look at it's performance the last five years. I'm like...gawddamn it!!
Click to expand...
It has done well, but the rest of us need and want to know how will it do going forward? I don't, by the way.
 
so is the current AI boom driving the stock market gonna end like the dot com bom?
 
tuxumino said:
so is the current AI boom driving the stock market gonna end like the dot com bom?
Click to expand...

According to a video I watched...no. The main difference is most of the AI race is being conducted by huge established tech corporations with billions in profit. They are spending a relatively small portion of the money on AI and all still have huge income sources that have nothing to do with AI. If AI fails, the companies won't be affected much, as right now AI just represents an expense to them. They can go back to using their surplus money to buy back more stock, which could further boost the market, not crash it. It will have the most effect on companies like Invidia, which make the chips for AI as a primary income source, but not the other big players.

The dot com bubble involved over investment in tech companies that did not have any proven income sources beyond investment capital. It's a totally different scenario.
 
The market at any given moment sit in balance between the bulls and the bears. For every analysis claiming it’s going down you’ll find another saying the opposite. There’s been no shortage of bears over the past 15 years calling for an imminent crash that never happened. You’d have lost out on a lot of gains had you listened.
The bears seem to be gathering steam and selling a more convincing picture. Multiple wars, seriously impact to energy supplies and global shipping, end of QE, political interference and instability. There have been corrections for a lot less. Where it goes from here no one knows but a correction will suck down the good with the bad.
 
Getting laid off was the best thing that ever happened to my company stocks. Even after using them to love for two years, I'm still well up from where I was when they sent me packing.
 
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