ashwinvesting

Trading opinions and Investing in high-quality businesses

[ashwinvesting @smartilliterate]

@Mastacash Thinking we get another dip to 9 or possibly lower in the interim?

[ashwinvesting @smartilliterate]

@ShardiB2 lmao look at where it's trading relative to mNAV. Huge interest for sure, but could be a liquidity trap in the short term and a good buy in the single digits later. Definitely one to watch!

[ashwinvesting @smartilliterate]

@amitisinvesting …or continue to DCA here given that this is bound for $1500 eventually to be regardedas fair value.

[ashwinvesting @smartilliterate]

@SelfMadeMastery Believe it or not, still $MU

[ashwinvesting @smartilliterate]

@ShardiB2 It’s a train headed straight to $1000.

[ashwinvesting @smartilliterate]

@amitisinvesting $LWLG a much better prospect to be honest.

[ashwinvesting @smartilliterate]

@EmiratesSupport my family was on EK221 due depart this morning for Dallas but passengers were asked to disembark as the flight was canceled. Was this due to transatlantic weather concerns or other reasons??

[ashwinvesting @smartilliterate]

@JasonL_Capital You’re missing $LWLG here who announced a deal with $TSEM

[ashwinvesting @smartilliterate]

@Leo_Traydes Had all four and I think your take is literally the opposite of what's the truth lol

[ashwinvesting @smartilliterate]

@Leo_Traydes 25% - $VTI
20% - $QQQM
20% - $SPMO
15% - $SCHD
15% - $IBIT
5% - $BMNR

[ashwinvesting @smartilliterate]

@InvestingAddict $VTI + $QQQM + $SPMO + $SCHD + $IBIT + $BMNR.

Now adding a small amount of $COPX that I’ll keep building into next year and exit early 2030s.

[ashwinvesting @smartilliterate]

@JMRothberg @EricTopol @ButterflyNetInc @Hyperfine @Quantum_Si @IdentifeyeHLTH @NYSE @Nasdaq Love this! What's your pick of the three if you had to choose one?

[ashwinvesting @smartilliterate]

@partha0799 Great points! This thesis also holds broadly across the current metals run up, however, specifically with Copper, you’re also seeing a metal that’s critical to the AI infrastructure and broader thematic. Similar lens through which you can also say $MU isn’t as cyclical anymore.

[ashwinvesting @smartilliterate]

@Leo_Traydes This is a great feature, but I keep an Excel tracker that's your best bet since there's no way RH can pull your cold wallet BTC and also HSA port etc.

[ashwinvesting @smartilliterate]

@Leo_Traydes Awesome decision! It's always Emergency Fund -> Other HYSA bucket(s) for near term needs -> Roth IRA + 401(k) -> Taxable.

For youngsters, time is your asset, so work on income and it won't be long before you're contributing to a taxable & pulling retirement forward from 59.5.

[ashwinvesting @smartilliterate]

@SCHDETF Defense and Energy 👀

[ashwinvesting @smartilliterate]

@CGInvesting10 This is great! If you want a set it and forget it type of port then you’d want to lean away from individual names. Here’s mine - $VTI + $QQQM + $SPMO + $SCHD + $IBIT + $BMNR. Crypto and $SCHD each capped at 15%.

[ashwinvesting @smartilliterate]

@money_cruncher Slim diff b/w these and a HYSA, it won’t replace your savings account but has a specific purpose. HYSA still the most safe and liquid (now), but if you have cash stashed in your brokerage for dry powder, then this is what you buy (or $SGOV) to avoid NAV loss vs an $STRC or $SPYI.

[ashwinvesting @smartilliterate]

@Leo_Traydes I’ve been there too my guy. I’d look at whether you’re unable to max out your Roth without doing this, and if not, then fair. But if so, then continue to build that taxable and continue to work on your income progression.

[ashwinvesting @smartilliterate]

@DrZaiusMDx @ravagelaserbeak @ENERGY This is why the fear/greed index is where it’s at right now. Granted small caps that are dialed in on AI/Robotics could do well, but you also need Secure comms/Cybersecurity in the broader space. Google QNX.