JayMuir

Father, husband, sailor, investor, dabbling in crypto and NFTs

[JayMuir @JayMuir]

@amitisinvesting “Should”? What does “should” have to do with anything in this market? 😂

[JayMuir @JayMuir]

@Leo_Traydes Conservatively, $100K at 25 would be $3.2 million at 60 with a CAGR of 10%. If the market keeps averaging 15%/year like it has since 2020, it could be $12.8 million by 60 👀

[JayMuir @JayMuir]

@SteveOnSpeed Buy a stock that pays a 6% divvy. $150K per year pre-tax, approx. $135K per year net. That would be just fine for our family. If the underlying asset continues to appreciate modestly, we leave a nice nest egg to our kids. If it depreciates, we bought the wrong stock, lol.

[JayMuir @JayMuir]

@whitey_xyz In so many markets across North America your monthly mortgage payment on a 3 bed 2 bath house will be LESS than what it costs to rent a similar house, even including property tax and insurance. This take only makes sense to me in the few markets where rent is actually cheaper.

[JayMuir @JayMuir]

@ChrisCamillo I don't love it for the position I'm holding, but love it for the position I'm building

[JayMuir @JayMuir]

@antibearthesis Only answer anyone can give is that it's already too big. And yet...it's still growing faster than AMD on the top and bottom lines. Market has never seen a company this big that's still growing like a start-up.

[JayMuir @JayMuir]

@midascabal Crashes and corrections provide great opportunity, but sitting on the sidelines waiting for one is a losing strategy over time.

[JayMuir @JayMuir]

@marty37742 @midascabal This is the way

[JayMuir @JayMuir]

@JC_ParetsX Just too many people calling this a bubble and acting bearish for this to be a bubble. Where’s the euphoria? Where’s the never ending lineup of AI related IPO’s that go to the moon yet make no money? Might be a bubble forming, but it isn’t one yet.

[JayMuir @JayMuir]

@TheProfInvestor BMNR aside, if you’d “fallen” for Tom Lee’s calls over the last few years you’ve done pretty well. And if ETH recovers, BMNR might play out too.

[JayMuir @JayMuir]

@antibearthesis Back test buying at ATH vs. waiting for a dip. The gains you miss waiting for that dip offset the losses you might experience in a correction. And…you might miss the dip anyway. Buy the highs, but keep a little cash aside in case it dips. Easy.

[JayMuir @JayMuir]

@unusual_whales Who cares what it “feels” like? What do the numbers say? Most .com era companies weren’t profitable and traded at crazy multiples. Today we’re seeing record earnings and increased guidance every quarter.

[JayMuir @JayMuir]

@InvestFreedom05 Probably memory and semiconductors

[JayMuir @JayMuir]

@UnotheInvestor Calls now are crazy, but...I sure wish I'd bought $SNDK when it was up 700% 😂

[JayMuir @JayMuir]

@myfirstmilpod Good to be aware of but doesn't really mean anything. Better question: why did we hit 23 P/E in past instances, and why are we at 23 P/E today? Only way this plays out as a lost decade is if AI is a complete bust. Could happen. But not likely. Today is not the same as yesterday.

[JayMuir @JayMuir]

@BuildAndBet @amitisinvesting Nothing groundbreaking. I’ve been positioned in AMZN for a couple months and I think the market is slowly getting ready to rotate back into some of the other mega-caps for next leg up in the AI trade, so buying more leveraged AMZN, GOOGL and NVDA. And copper

[JayMuir @JayMuir]

@amitisinvesting Did anyone doubt this, though? Of course these would be the results. I thought for sure this would be a sell the news event 😞

[JayMuir @JayMuir]

@FinanceLancelot @NoelKapela I would think this is the very reason why it will continue to climb. Does Blackrock hate making money?

[JayMuir @JayMuir]

@amitisinvesting Biggest dud in my portfolio, but still holding