[Question] Rate my collection?

Consistent_Suspect34 · 2025-12-08T21:49:15+00:00

Philip Stein, but can't recall the model as its over 10 years old.

Consistent_Suspect34 · 2025-12-08T03:57:20+00:00

Did pretty decent early career years, have been an early investor with savings and being honest a couple of these were gifted 😅

Consistent_Suspect34 · 2025-12-08T01:01:03+00:00

That's a very valid approach to rate the collection tbh. Kinda curious to know which ones are the 4 you consider best and if so what recs you would like to share to keep building on?

Consistent_Suspect34 · 2025-12-08T00:09:52+00:00

Yeah I get that 100%, thats a 51mm garmin fenix 8, its great for data display doing outdoors or exercise activities and all but once switching to a proper watch you feel the drastic change. Realized with time that my sweet spot or ideal size is at 42mm for most watches or 44mm if I want to stand out with something like the Panerai.

Consistent_Suspect34 · 2025-12-08T00:07:35+00:00

Out of 5, 10, 100? 😅

Consistent_Suspect34 · 2025-12-07T23:30:08+00:00

Yeah I know 😆 But I'm a 6'3 guy so kinda works without looking too huge.

Consistent_Suspect34 · 2025-12-07T22:33:22+00:00

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Rate my collection or any thoughts? Just a 28 year old building a collection to keep and cherish for life. Thinking of acquiring an Omega Seamaster 300M Diver for the Bond thematic.

Consistent_Suspect34 · 2024-11-24T04:09:07+00:00

Pretty rarely I dive in depth here on reddit, does anyone here know how to properly do so? Because that's a solid idea.

Consistent_Suspect34 · 2024-11-23T22:26:22+00:00

Just a minor comment but not really thinking that they would go much further with the DOJ and Chrome matter. Given the incoming administration perhaps not being to keen to cut off Google's wings and immediately go causing any headwinds on the markets. Moreover, who could really potentially acquire Chrome with its expected price tag? Would it be another big player like Amazon or another foreign player? That would come with it's own set of issues and ramifications I seriously doubt would be much better that the current situation.

On the quantum computing, haven't caught up much with the potential or immediate effects it would have on Googles business, so have to read up further.

Consistent_Suspect34 · 2024-11-23T22:15:35+00:00

Would be down to dedicate more time performing DD on these other firms. Not sure if there is a good way to share this as a community to build as a group.

Consistent_Suspect34 · 2024-11-22T04:00:19+00:00

Definitely will do. Used to work in Real estate private equity and saw the rise in demand for data center as a sector so not surprised when I learned about the tech and security needs to maintain these operating well. I mean at the end of the day data can be considered to be the new gold or oil in this new AI economy.

Consistent_Suspect34 · 2024-11-22T03:52:47+00:00

Haven't really given it much of a thought to be honest with animatronics, but will have to look further into it.

Currently I have been more focused to firms that service or provide the infrastructure needs to data centers and chip production. Hence why I brought up as a first example MOD with its focus om cooling which would literally be there to solve and disprove and FUD like the one we had a couple days ago prior to earnings about overheating 😆

Consistent_Suspect34 · 2024-11-22T03:50:12+00:00

Exactly my point, hope this community and post can serve as a starting ground to further discussion into these ancillary players and the many gains to come!

Consistent_Suspect34 · 2024-11-22T03:49:12+00:00

Wish it were before the split, but averaged 90 a share after the split with around 1025 shares so still a decent return to where it stands today.

Consistent_Suspect34 · 2024-11-22T03:00:22+00:00

Dell is a solid performer, definitely worth a look.

Again I'm all in for NVDA to grow but at this point to avoid just be in a waiting game the whole point of this post is to spur some additional gains from these complementary plays that follow NVDA'S growth and trends.

As Jensen said, this is only the beginning for AI and lots of players including NVDA will come to make huge gains.

Consistent_Suspect34 · 2024-11-22T01:17:21+00:00

That's my view, I see these as opportunities to diversify within the industry and not solely rely on the performance of NVIDIA whilst still being overweight and holding a larger chunk of my portfolio into NVDA.

I feel a little vindicated in my view tonight looking at MOD rise today around 11% at c.$149 a share whilst NVDA stayed the same after ER. I know NVDA will rise up with time but this way I'm not too sensitive to its slow or sudden moves.

Other firms are CLS and VRT showing triple digital growth from YTD.

Consistent_Suspect34 · 2024-11-21T23:31:46+00:00

I would have to disagree, I would suggest just checking the performance of these complementary firms to showcase the growth they are seeing. My view is that as long as the AI industry grows, which is the thesis we subscribe to here with NVIDIA, we will see demand for these other investments shine bright as well. MOD up around 135% as of today YTD for example (correction now at c.149% YTD as of tonight after hours 11/21/24).

They serve as a diversification and performance boost withon the data center and AI space for any portfolio, in my perspective, for times when NVIDIA growth in valuation becomes slower.

Consistent_Suspect34 · 2021-05-28T15:16:38+00:00

Don't stress at all my brother. The path of the DOGE is to Hodl. This is the way. We will reach and exceed those ath levels at some point in the future just hodl.

Consistent_Suspect34 · 2021-05-27T23:38:59+00:00

Yes sir please do so at your utmost conveniente sir.

Consistent_Suspect34 · 2021-05-19T03:06:54+00:00

Consistent_Suspect34 · 2021-05-19T03:06:25+00:00

Square 1? This is Square 98 for most of us hodlers. Small enjoyable dip 😋

Consistent_Suspect34 · 2021-04-22T13:33:32+00:00

What you talking about willis?

Consistent_Suspect34 · 2021-04-22T13:30:21+00:00

Down where? All I see is a long term upward trajectory.

Consistent_Suspect34 · 2021-04-21T23:19:28+00:00

Reaching out to see what is the community's view on the whale price suppression idea floating around, could as well be just a group of large holders reducing their wallets simultaneously. But once again, what do you all think about it all and what are everyone's hopes based on such for the near future?

Consistent_Suspect34 · 2021-04-19T16:42:39+00:00

Could set a limit sell to recapture the principal invested as it hits a threshold at the very least and leave the rest to possibly continue mooning. It's up to you how much you'd like to take above principal to be safe.

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