Investing General Discussion

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Loser Araysar

Chief Russia Reporter. Stock Pals CEO. Head of AI.
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I bought at $685 as soon as the earnings were posted on twitter
 
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The_Black_Log Foler

PalsCo CEO - Stock Pals | Pantheon Pals
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Met with my financial advisor today. Decided to cut my bonds back 15% to make them 15% of my portfolio, at least until mid fall.

Logged onto fidelity to see what orders they put in. Doubling down on ole Cathy..

IMG_5874.jpeg
 
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The_Black_Log Foler

PalsCo CEO - Stock Pals | Pantheon Pals
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They sounded sold EM has the highest projected yield in the next 10 years.
 

ToeMissile

Pronouns: zie/zhem/zer
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$NVDA RESULTS: Q4 Revenue $22.10B vs. $6.05B y/y, EST $20.41B
Data center revenue $18.4B vs. $3.62B y/y, EST $17.21B
Gaming revenue $2.9B, +58% y/y, EST $2.72B
Professional Visualization revenue $463M vs. $226M y/y, EST $435.5M
Automotive revenue $281M, -4.4% y/y, EST $272.1M
ADJ gross margin 76.7% vs. 66.1% y/y, EST 75.4%
R&D expenses $2.47B, +26% y/y, EST $2.43B
ADJ operating expenses $2.21B, +25% y/y, EST $2.23B
ADJ operating income $14.75B vs. $2.22B y/y, EST $13.14B
Free cash flow $11.22B vs. $1.74B y/y, EST $10.82B
Auto revenue down 4%? Price should drop 10% at least.
 

Loser Araysar

Chief Russia Reporter. Stock Pals CEO. Head of AI.
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bro, if you want to buy stocks and hold them for 40 years and never think about them then sure, @Blazin advice is great

but you either said or were alluding to that your long term holds are only for a couple years. if thats the case, then semiconductors and GPUs will absolutely destroy QQQM in the next 5 years return wise.


semiconductors and GPUs are all up 10-15% in 1 morning. in 1 day they beat whatever ETFs get you in 1 year


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The_Black_Log Foler

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AI renaissance is gonna launch sp500 to moon with heavy tech weighting. I don’t care how overvalued analysts say tech is.

 

Nija

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semiconductors and GPUs are all up 10-15% in 1 morning. in 1 day they beat whatever ETFs get you in 1 year
Yeah, but what percentage of your life savings are you putting into semiconductors and GPUs right now? Or rather, what percentage did you have prior to today/this week/this year?
 
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Flobee

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Worth remembering pets.com was a good idea but just 15-20 years too early. Timing matters on innovation. I would have some concerns putting all my eggs in the AI basket at this point personally. No argument that it has huge potential to disrupt how things are done today, I'm just not convinced we're there yet. My 2c
 
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The_Black_Log Foler

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Remember when I said NVDA had no reason to not be a 3 trillion market cap?
Mhmm

 
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Loser Araysar

Chief Russia Reporter. Stock Pals CEO. Head of AI.
<Gold Donor>
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Yeah, but what percentage of your life savings are you putting into semiconductors and GPUs right now? Or rather, what percentage did you have prior to today/this week/this year?

200%, I took out a 2nd mortgage and a HELOC
 
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Cutlery

Kill All the White People
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Side note for those who remember my original post here.

My original $64,000 I got for my pension is up over 10k in less than 4 months. Dumped the vast majority of it in SPLG, I've got a few shares of odds and ends with the money left over that didn't make nice round numbers.

So far so good. Won't be retiring early or nothing, but hopefully I get to retire!
 
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