MC BumSlap
Big Belly Bum Scud
It was more of a should have/could have look honestly.
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2025 / 2026 Investment Thread
- Thread starter Killroy1999
- Start date
It was more of a should have/could have look honestly.
augustiron
A firm member
I'd like to invest in clean water, clean air and educated people.
But I know that is a losing bet.
Computers can eat a bag of chips
But I know that is a losing bet.
Computers can eat a bag of chips
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alien
Wrong thread
tuxumino
Purrfect
so is the current AI boom driving the stock market gonna end like the dot com bom?
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Work: BMW R1250RT-P
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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 reasons for excess speculation doesn't really matter imo. If there are gnarly levels of it, eventually it will be corrected. Dont listen to me though, I'm in the something something predicted 9 of the last 3 bear markets camp.
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alien
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.
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.
N4teTheGreat
FknN8
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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.
900ss
Well-known member
Voo? I own some in one of my portfolios and am of course pleased. I have the majority remnant of my 401k sitting in VMRXX at Wells Fargo. BARF market crystal ballers, is VOO still a buy?
Only if you're trickling in. Not worth a really major buy at these levels.
Also I personally would use a blend of VTI and VXUS instead
900ss
Well-known member
Thank you.
FXCLM5
bombaclaud
for your track bikeSp500 still the #1 etf that buffet says set and forget, I agree small caps or total overall market are stronger this year then sp500
But I would never tell anybody to put anything above sp5000 index like a voo or spym
Also you should buy spym, it's share price is 80/90 instead of like 600+ for voo, the expense fee is like .001 vs .003 or something 3x cheaper then voo
Why not? 87% of VTI is already the S&P500, and the remaining 13% is everything below it. Makes more sense than buying separate large-cap and small cap funds.
As far as SPYM goes, I'm seeing a 0.02% fee, not 0.01%
FXCLM5
bombaclaud
It's a reason there is a top 500, and they already cover plethora of segments.
Why are you bothering with the leftover 13% that more then likelihood of failing in their segment earlier then those that are already in the sp500
Again I wouldn't place anything over the sp500
There's a reason why nearly every advisor tells everyone except the oldest or most conservative investors to put some of their money in smallcaps. Because they have the potential to grow more aggressively than large caps.
Killroy1999
Well-known member
I'm not sure about that.
Google is spending so much on AI, they are negative cash flow
Lots of problems with AI valuations.
Google just had its first negative cash flow quarter due to massive AI spending
Google continues to report big quarterly revenue, but its AI spending has skyrocketed.
arstechnica.com
BillSmith
The Little Twitches Grandpa
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alien
Exactly, a couple of the best performers over the past year were only recently added to the S&P. Sandisk last fall and Micron a few months ago.
Paid off for anyone not focused only on the S&P
900ss
Well-known member
The last bar I bought from Costco was $2,640.00. I would wait until they were selling within $20.00 to $40.00 of spot. The best I did was about $5.00 over spot. The Executive membership and Citi Costco card combined gets you a 4% discount. They were selling bars last week (briefly) within about $40.00 of spot IIRC.I'm putting this up as a good call...
Everybody cashed in on this, right?