CodeBreaker

Small Time Retail Investor

[CodeBreaker @ffxivshield]

@ariaradnia I’m taking advantage of the capital rotation ig AI. I’m just going to keep buying $MA, $SPGI, and a few others on this downturn.

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@joecarlsonshow Yeah I’m buying more. Currently sitting at 20% of my stock portfolio

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@icecreamsandwh @tigster92 @ariaradnia Sort irrelevant to the point he is making

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@DudeWhoInvests I think it’s just competition is winning.

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@zethuscap @ariaradnia This is a very different situation it’s not the same. Rev growth drop off a cliff for INTU. The rerating is justified because they have admitted competition is taking market share.

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@NateSilver538 I mean regardless of what you think he has made tons of money.

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@joecarlsonshow I’m starting to feel like Dev is losing his touch. Selling a lot of Visa seems like a mistake.

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@ariaradnia Yeah terry smith has lost his touch. I’m assuming the sales are due to his underperformance and many people exiting his funds.

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@WheelieInvestor So what do you have invested a few thousand?

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@antibearthesis Voo doesn’t isn’t an accurate representation of the market because it only includes stocks listed on the Nasdaq. Owning QQQ is likely fine but VOO is probably just more pure as far as the principal of index investing goes. If tech doesn’t do well QQQ will suffer more.

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@KennyPowers4250 Yeah it’s pretty unfortunate

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@ariaradnia Yt premium should be on this list but also prime is something I tried to cancel but I read a lot of books so I always end up back on the platform

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@AhmedShww @Sayzryn Yeah for sure I am about 75% ETFs and 25% individual stocks which I only do because I enjoy it but at somepoint I likely stop.

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@ariaradnia Yeah a lot of the semi conductor companies are pricing in uncertainty of the mega capex cycle in 2027 and onwards.

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@antibearthesis Yeah if you buy companies at extreme valuation it will happen to you.

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@ariaradnia The new models are a bit better but I also agree it won’t kill Adobe for enterprise use. I however doubt that Adobe will continue to hold market share for enthuses

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@narmacnetworth Luckily for Zuck is no matter how hard he messes up it just won’t matter. His company generates so much cashflow taking wild bets don’t hurt the company.

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@oliver00a @joecarlsonshow I mean if your a trader that can trade momentum well sure. I’ve never been very good at it. I don’t necessarily believe that momentum is a superior style of investing. I’m fine with investing based on fundamentals and I have been doing somewhat well. I’m down like 3% ytd.

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@oliver00a @joecarlsonshow So has virtually everyone’s portfolio. US stocks are not doing well ytd.

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@AlphaBourse_ @joecarlsonshow Yes more frequent is good. If it wasn’t such a hassle I would want to see monthly reports. But it’s fine at quarterly.