Originally Posted by Rain Man:
Impressive. I'm into the top three, but I've never heard of SNPS or ASML.
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]
Originally Posted by philfree:
All these people investing in things that will lead to the demise of mankind.
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.
Originally Posted by Rain Man: 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.
Or probably not. Maybe you'll be able to enjoy your narrative life delivered by your Neuralink? [Reply]
Man, I thought I was going to get rich today with the NVDA supernova. It was gorgeous and beautiful, but the rest of the market tanked so bad that I ended up the day down by a pretty big amount. [Reply]
ANF has now rocketed its way up into my top five or six holdings overall. It was up 274 percent last year and is up another 110 percent so far this year. It's a hero of the realm. [Reply]