How do you guys invest?

[snpark]

I hear that some kind of substance in wine that can reduce noise sensitivity. Needs approximately a bottle though to hear (or not hear) the effect though. Some people (like me) needs less, some people need more.

It's called cork. One in each ear

 

[pantaiema]

Bought SpaceX too...got greedy and didn't sell when it hit 220...said to myself, ok, will unload if it hits 230. Of course didn't happen. Did sell at 170 before it finally sunk back to 150.

I made a quick 30% on SpaceX then sold, as it is clearly a meme stock at this point with financial projections that make no sense at all.

Did you invest in Micron Technology (MU). It has rallied over 1,178% on the last five years; But based on the wall street analysts, the valuation is still reasonable due to the anticipated growth and major spending in AI, Physical AI, Data centres infrastructure particularly by the hyper scalers.

 

[Banana72]

I didn't...but I looked at Sandisk...now that's a return.

 

[pantaiema]

I didn't...but I looked at Sandisk...now that's a return.

Interested in a “pick-and-shovel” approach to the AI boom? The future development of AI won’t be driven by apps and/or hardware infrastructure alone, but by five distinct layers of the stack. The current bottle neck is HBM (Micron Technology) and high-capacity enterprise Solid-State Drives (Sandisk) to store and stage massive unstructured training datasets before they are fed into GPU (NVDA). But this will not be long until the other players are catching up.

In my view, there are still opportunities in the energy sector as well, particularly in bulk power. Nuclear energy, in particular, may play a key role as parts of the sector remain behind and could be due for a catch up. Quantum computing might still be 'pie in the sky' at least might not be in our life time.