These are my six largest positions.

[Reply]

Impressive. I'm into the top three, but I've never heard of SNPS or ASML.
[Reply]

Rolling deep! Nice job!
[Reply]

GameStop is issuing 45M new shares on the meme rally. Those motherfuckers are genius.
[Reply]

Yeah, that's pretty funny how the meme stocks keep doing that. Life is good for them.
[Reply]

Basically all are part of the semiconductor food chain, from design to fabrication. It's a way to diversify a little but stay in the same sector.
[Reply]

I thought this was an interesting tidbit. Dude makes a case for a .com-esque AI bubble.



The interesting thing to me was that the Alphabet, Amazon and Microsoft reported an increase of 20B in revenue from AI that accounted for 2.5T in additional market valuation. That is a 120X multiple.

This dude lived through and was wrecked by (according to him) the .com bubble. It's an interesting perspective to listen to.

That would affect me as a proponent of S&P 500 investing.
[Reply]

The NVDA earnings report in 20 minutes is the most anticipated earnings report I have seen in a long time.
[Reply]

You playing anything on this earnings report? I'm surprised it hasn't moved much all day.
[Reply]

Just in case it's a bubble I've reserved a spot on a high ledge downtown.

I'm loving AI these days. If the robots eventually kill me, it may still be worth it for the investment returns.
[Reply]

I did not as the market had sky high premiums on options for tomorrow and Friday
[Reply]

All these people investing in things that will lead to the demise of mankind.
[Reply]

NVDA just broke $1000 after hours. And there's another split coming!
[Reply]

Or maybe investing in the rise of mankind to an interstellar civilization that uncovers the secrets of the universe and maybe, just maybe, then transcends collectively into an omnipotent being that creates its own new universe.

I have a long-term time horizon.
[Reply]

Or probably not. Maybe you'll be able to enjoy your narrative life delivered by your Neuralink?
[Reply]