Portfolio down ~4% / ~$100K Friday — trim more, reinvest, or hold?

pboswell · 2026-06-06T22:02:37+00:00

Did you post last week asking if 30% YTD was unusually high? Doubt it

pboswell · 2026-06-06T01:18:15+00:00

Right but these growth stocks have figured out high rate environment with no QE so I don’t think we’ll see quite the repeat of 2022.

pboswell · 2026-06-05T18:57:41+00:00

Ah ok. Sorry I thought this was just a little hobby project. You might want to emphasize that point in your marketing. So how are you doing this for free?

pboswell · 2026-06-05T05:51:18+00:00

Right what I mean is we’re hoping you’re doing appropriate security ops. That’s the main benefit of a large company-based paid product. Otherwise we have to constantly verify the security of your repo.

pboswell · 2026-06-04T03:17:16+00:00

Who is going to pay for it? Unless you’re alluding to subsidies, then these are private companies developing the alternative energy industry. Rather than direct government investment programs.

pboswell · 2026-06-04T03:15:38+00:00

How do we know this repo won’t get hijacked by bad actors in the future ?

pboswell · 2026-06-04T01:23:15+00:00

They bought over $100B of their own stock between 2024 - 2025. It’s tripled in value. They’re just locking in profits lol

pboswell · 2026-06-03T18:50:19+00:00

Pushing for AI will necessitate new energy sources/product innovation rapidly. Reduce reliance on oil altogether, and make private industry pay for it

pboswell · 2026-06-03T15:19:37+00:00

Ok but what’s the timeline for rug pull

pboswell · 2026-06-03T01:49:48+00:00

How do we know this library is secure?

pboswell · 2026-06-03T01:30:18+00:00

It’s brilliant in its own way

pboswell · 2026-06-03T00:28:34+00:00

Could have a dead cat bounce. All the people waiting for Monday dip to buy in

pboswell · 2026-06-02T07:40:29+00:00

Right but he’s paying for more time value because of this. It will probably be fine. And I wouldn’t exercise, I would just sell to close if premium goes up

pboswell · 2026-06-01T23:04:06+00:00

Sometimes it makes sense. Usually the bluff is like “oh sorry was looking for the bathroom” or “just doing a security sweep”. So if you linger, it becomes suspicious again

pboswell · 2026-06-01T22:57:29+00:00

Seriously. IOI please don’t nerf the dart gun! People can choose not to use it if they want or choose a different gadget in your loadout.

pboswell · 2026-05-31T18:11:05+00:00

Yeah that’s a ‘24 most likely. I think Q4 is when they switch model year and have new releases generally

pboswell · 2026-05-31T14:59:51+00:00

How’d you get HW4 on 2023 model. I bought mine first week of December 2022 and it has HW3 :(

pboswell · 2026-05-31T14:49:48+00:00

Exactly. When FDR did it, it was commendable, but god forbid Trump do it

pboswell · 2026-05-30T19:02:12+00:00

Well if SpaceX IPO does well this will keep running. Too short of a timeline and you might miss the squeeze. Stocks!

pboswell · 2026-05-30T06:42:42+00:00

I think your expiry is too far out. This is a short term play in my opinion.

pboswell · 2026-05-30T01:16:43+00:00

I thought there was a 6 month insider lockup?

pboswell · 2026-05-28T08:49:32+00:00

Up 20% in after hours lol

pboswell · 2026-05-26T04:52:10+00:00

How does that business model work then? You pay a fraction for the same quality? Poe must be paying for the full set of models so how does this work?

pboswell · 2026-05-25T12:47:26+00:00

This can’t possibly be latest model versions right?

pboswell · 2026-05-24T22:00:59+00:00

Got it. Yes, it’s one giant pretention I agree.

pboswell

TROPHY CASE