Long term investor who thinks about the market 24/7. 50 yr old managing a growth/income portfolio. Not a financial advisor, comments are my opinion only.
Market wisdom of the day :)
In the markets, you’re in control of your own decisions. You’re the one placing the buy order, no one else. It’s great to get recommendations from other people, but at the end of the day, do your own research.
If you make a trade based on someone else’s tip and it drops, there’s no one to blame but yourself. There were a few times over the years where I took someone’s advice, like heavily trimming Google when we thought AI would take it over. I obv regret it today but you move on, look for that next opportunity,
Only you are in control of your own destiny.
Morning!
This stock market is starting to see like two different friend groups.
1) Hyperscalers
2) AI infrastructure
Based on capex decisions, it moves one of these groups either up or down. Yes we have daily war headlines manipulating the market but when we actually talk to company fundamentals, this seems to be the major drivers these days…
Anyone else feel this way? #hyperscalers #aiinfrastructure
@Barchart Kinda makes me laugh. The man brought in to lower, his first action mY be to raise. Very curious what some in high positions have to say about this after destroying the previous person in this position…
@midascabal How can AI be a bubble when you have the earnings we are seeing? When capex is reduced, we could see another momentum shift but this bubble speak is redic…
@BlackMambaMilli Haha nice I am a 50 year old with 25+ years investing experience and just wants to share ideas. But no, go ahead and listen to the 20 finance student in college. All good