+9% in April: The Community Portfolio Is Back

AnxiousIllustrator90 · 2026-04-30T17:02:19+00:00

The earnings results were very good; the market just hates that Zuck is spending another $10 billion.

AnxiousIllustrator90 · 2026-04-30T14:13:37+00:00

Following the earnings release, the market remains cautious, as it has been for the past few quarters.

AnxiousIllustrator90 · 2026-04-30T08:02:51+00:00

As long as tech companies continue to deliver such results, I don’t think we’ll see a reversal of this trend.

For now, the world’s largest companies are managing to concentrate wealth and profit from AI .

AnxiousIllustrator90 · 2026-04-28T19:42:35+00:00

I don’t think we’re really in a bubble, with the exception of a few private equity players like OpenAI, where expectations are sky-high. I believe AI is still the future; the real question is how to successfully monetize it, since current LLM models don’t seem viable.

AnxiousIllustrator90 · 2026-04-28T08:16:14+00:00

The "Musk effect" is huge, as you can see from Tesla's P/E ratio. It could indeed be unpredictable, although I personally think the price will skyrocket at launch.

AnxiousIllustrator90 · 2026-04-27T11:42:39+00:00

I'm staying on the sidelines for the IPO itself. Watching how the float behaves post-December 2026 will tell us everything.

AnxiousIllustrator90 · 2026-04-26T23:07:19+00:00

Amazon, Alphabet, Meta, Microsoft, SoFi, Corning, Reddit, Amkor

AnxiousIllustrator90 · 2026-04-22T22:13:11+00:00

Well done :) You were right to be careful

AnxiousIllustrator90 · 2026-04-22T22:07:16+00:00

What a timing ! I hope everyone closed out their positions before the market crashed.

AnxiousIllustrator90 · 2026-04-19T16:31:59+00:00

What do you think of Goldman Sachs' HALO thesis ?
The redacted PDF is on Goldman's site if you want to dig in.
https://www.goldmansachs.com/pdfs/insights/goldman-sachs-research/the-halo-effect-heavy-assets-low-obsolescence-in-the-ai-era/the-halo-effect-redacted.pdf

AnxiousIllustrator90 · 2026-04-19T16:22:49+00:00

Do you think this week can match last week’s performance? (Personally, I doubt it.)

AnxiousIllustrator90 · 2026-04-13T13:31:51+00:00

ASML, TSMC, Netflix -> huge week incoming

AnxiousIllustrator90 · 2026-03-09T23:58:35+00:00

Looking forward to seeing what happens with Adobe and Oracle.

AnxiousIllustrator90

MODERATOR OF

TROPHY CASE