And if you don’t want all of your eggs in one basket, consider some AMD as well.
OT: Investing right now
- Thread starter 615dawg
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I typically buy VUG as my main ETF, and it's similar to QQQ. I think QQQ is more tech-weighted, but it's been a very strong performer historically.
The ones I got are Callaway AI Smoke max driver and 3 wood and AI Smoke irons 4-AW. The driver definitely makes a different sound than the sharp ping of a metal face.
Taking a quick look at the top owned positions, NVDA and MSFT make up a significant amount of both QQQ and VUG, and that goes for Invesco and Vanguard products discussed here generally.
There's $100 Billion dollars about to be spent in Mississippi alone on AI data centers between now and 2029. Very large, well known, global companies. I've been in on the development meetings on three of them. It's not a fad, and it isn't going away. As a side note, the yearly revenue generated by those developments that the state will get will single-handedly save PERS, and then some. The yearly revenue that the counties and schools those developments are located in will cause them to see growth like they've never seen.
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Local DFW sports personality said he kept messing with chat gpt over the weekend about some subject and it admitted it lied to him to get him to move on. Sounds like a bit and I didn't look into it further. It was 105.3 the fan in Dallas and he claimed he had screenshots to prove it.
They want to queue up the RIFs as soon as possible
Look this has been known and proven for decades. The best way for the average investor to earn money in the market is to invest continuously over time in a broad market, low cost, passively managed fund.
I had a friend of mine the other day come up to me and brag about how he had 800K in cash and then the market dipped, so he put in the S&P 500. He had that money sitting in a bank account for eight years. Yes he made 80k buying the dip. But if he had had it in the whole time he would have made 800k
Yes you might get lucky buying a single stock or even a single sector. Sure I missed out on bitcoin, but that's fine. Many early investors in bitcoin lost everything when their hard drive crashed or their exchange collapsed.
So put your money in the broad market. I have most of mine in the S&P 500. The rest in government bonds. As long as the US economy doesn't collapse, I will make market returns. Nobody has ever beaten the market over time. NOBODY. So just put it out there and let it ride.
I had a friend of mine the other day come up to me and brag about how he had 800K in cash and then the market dipped, so he put in the S&P 500. He had that money sitting in a bank account for eight years. Yes he made 80k buying the dip. But if he had had it in the whole time he would have made 800k
Yes you might get lucky buying a single stock or even a single sector. Sure I missed out on bitcoin, but that's fine. Many early investors in bitcoin lost everything when their hard drive crashed or their exchange collapsed.
So put your money in the broad market. I have most of mine in the S&P 500. The rest in government bonds. As long as the US economy doesn't collapse, I will make market returns. Nobody has ever beaten the market over time. NOBODY. So just put it out there and let it ride.
People have been saying they missed bitcoin since the beginning. They've all been wrong.
It is still the best money in existence, with a very low adoption rate relative to the global population.
In fact, from a risk-adjusted perspective, it has never been a better time to accumulate bitcoin.
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There will only ever be 21 million bitcoin.
There are 23.8 million USD millionaires in the US alone. What happens when they figure out that they all can’t have 1.00 BTC? Imagine the psychology of being a millionaire and not being able to have a whole bitcoin.
So having a whole bitcoin will always be a very rare thing.
And that’s before you consider a lot of people already have more than one.
Agree not a fad but that doesn’t mean dump everything and pile into a couple AI stocks. Diversification is still key as well as traditional ETFs. Good companies will leverage AI and will continue to be good investments. The implication is market wide, so no need to do anything special IMO. That’s like selling Apple when Amazon started offering more than books.
This is my take as well. Berkshire Hathaway and Chase and whoever else are a helluva lot more likely to uncover value in AI than me. I'm going to keep more or less buying the market.
This. I would only add that there are several companies who have been dumping billions into "AI" (there is no AI, just LLM, but oh well) with not much to show for it and they're already beginning to surrender their positions. LLM tech has use cases and they will emerge, but it's far too early for me to bet on who. Your tolerance may vary.
Bitcoin isn't the best money out there. You cannot pay taxes with bitcoin, you cannot buy oil with bitcoin. nations do not hold strategic reserves of bitcoin.
My bar for exceeding mediocre may be lower than others’. I’m really thinking of somewhere around half the workforce not being a walking liability.
But yes, a big chunk of the workforce is suddenly going to be unable to compete with a AI utilized by a better employee for non-physical tasks.
The core problem bitcoin addresses isn’t transactional convenience. It’s monetary soundness. It offers scarcity, resistance to inflation, and protection from debasement. Whether or not you can pay taxes or buy oil with it doesn't change its effectiveness as hard, sound money.
Sure, bitcoin can power payments, and that might grow in the future, but that’s secondary. Its primary role, right now, is as a store of value, a decentralized digital anchor immune to the erosion of fiat currencies.
Contrary to the claim that nations do not hold strategic reserves of bitcoin, several do:
- The United States has officially established a Strategic Bitcoin Reserve, holding around 198,000 BTC. It’s the world’s largest known government bitcoin holding.
- El Salvador, which made bitcoin legal tender in 2021, holds over 6,200 BTC.
- Bhutan has accumulated over 11,000–13,000 BTC by mining with hydroelectric power, making it one of the largest state-level holdings relative to GDP.
- Other governments such as the UK, Ukraine, and China also have non-trivial bitcoin reserves.
- In total, governments nationwide now hold over 460,000 BTC, or about 2.3% of bitcoin’s total supply.
I'm an AI Developer. Checkout Grok Heavy or Claude 4.1, GPT5... It's writing 60% of my code today and uses bleeding edge machine learning techniques.
These GenAI tools are a reflection of yourself. If you haven't seen it improve upon itself, you're not asking the right questions. Prompt Engineering is the future for tech jobs.
One industry pundit put it like this. We are 3 pitches into the first inning ing with AI and the revolution is just starting.
The scope and breadth of these projects are “mind bottling”
. Heck Amazon is building 2 data centers in the the Jackson area and investing 10 billion. It’s coming boys, get your money invested yesterday and hang on. So far my biggest % growth YTD stocks are Astera Labs, AMD, OKLO, TSLA, MRVL and NVidia. Just getting some in all Mag 7 is a good play right now.
by the way, check out the HGRAF thread in Tigerdroppings for an interesting spec play.
The scope and breadth of these projects are “mind bottling”
. Heck Amazon is building 2 data centers in the the Jackson area and investing 10 billion. It’s coming boys, get your money invested yesterday and hang on. So far my biggest % growth YTD stocks are Astera Labs, AMD, OKLO, TSLA, MRVL and NVidia. Just getting some in all Mag 7 is a good play right now.by the way, check out the HGRAF thread in Tigerdroppings for an interesting spec play.