Asset investing made simple

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[Asset investing made simple @AssetInvestorr]

Imo this is the best stock portfolio for 2025

1) Nvidia 25%
2) Tesla 25%
3) Alphabet 25%
4) Meta 25%

[Asset investing made simple @AssetInvestorr]

@sweatystartup Seems crazy to me

[Asset investing made simple @AssetInvestorr]

Ai makes no money but trend following sheep are still on the ai train. They have lost all profit, are taking on debt and now selling shares. It cannot get more obvious,

The only companies that will make money from ai will be the chip makers.

[amit @amitisinvesting]

Google just opened up the floodgates for the Mag 7 to begin doing ATM offerings.

The Mag 7 used to buy back stock. Now they are dumping shares in the open market.

Why? AI infrastructure.

As long as the capex delivers an ROI, the market may reward it, but it looks like Google feels they have tapped the debt markets enough and now need to visit the equity markets.

They also got Berkshire to buy $10B at $350, showing that Berkshire is supporting the move.

This is incredible to witness...but my question is...will this give the other Mag 7 companies the freedom to do ATM offerings if the market is willing to let them?

This incredible to witness.

$GOOGL $META $AMZN $MSFT

[Asset investing made simple @AssetInvestorr]

@VoltDweller @nerdalert @HenryInvests Its very risky because the high pe, all depends if they solve autonomy in 2 years. However now with space x’s valuation a merger would dilute the autonomy bonus.

[Asset investing made simple @AssetInvestorr]

The cult

[Matt Smith @nerdalert]

@DavidCarbutt_ I'm just sick of the drama any time I say something that isn't aligned with Elon, and I don't want to get painted in a corner as Ross 2.0 when I'm actually just thinking about each issue independently.

[Asset investing made simple @AssetInvestorr]

@GeorgeB90408020 @bradsferguson @Rebellionaire Valuation

[Asset investing made simple @AssetInvestorr]

@TeslaLupo @JOBhakdi Get used to it, will do this until autonomy

[Asset investing made simple @AssetInvestorr]

@DuxVul Russia ukraine and usa iran affect inflation and prices regardless of funding them. You can’t go back in time and undo lockdown so yea you can’t simply go back 7 years ago.

[Asset investing made simple @AssetInvestorr]

@DuxVul Yea 7 years ago, before covid and 2 huge wars

[Asset investing made simple @AssetInvestorr]

@DuxVul True but I don’t think its possible, you would have to slash tax rates

[Asset investing made simple @AssetInvestorr]

@JOBhakdi Super strong? Around 500k then?

[Asset investing made simple @AssetInvestorr]

@ve96359 @HungaryBased You are basically arguing that the USA should have no allies, when is it ever beneficial to have mo allies? Why is russia deepening its alliance with China? If you are correct then Russia would be isolating itself.

[Asset investing made simple @AssetInvestorr]

@munster_gene I don’t think the ai trade is in tact, the ai chip trade is in tact

[Asset investing made simple @AssetInvestorr]

@farzyness The chip makers were never in a bubble but big tech probably is

[Asset investing made simple @AssetInvestorr]

@KnightsTempOrg @MontgomeryToms Exactly. Everyone will say on social media they will do whatever it takes but will never actually do it.

[Asset investing made simple @AssetInvestorr]

@MontgomeryToms @mac_mac_stephen All you can do is have more kids, that is the cause of this issue in the first place.

[Asset investing made simple @AssetInvestorr]

@piersmorgan They are not thinking long term. Destroy Hamas and keep your word image.

[Asset investing made simple @AssetInvestorr]

@MarioNawfal I don’t think Ben Gvir is thinking long term for Israels future