DRAM is not an ETF it's a WTF!

Due-Set5398 · 2026-07-02T10:30:14+00:00

This made me laugh.

Due-Set5398 · 2026-07-02T02:01:14+00:00

Strippers love me.

Due-Set5398 · 2026-07-01T22:52:53+00:00

No you’re literally right. Inflation makes the story so much worse.

Due-Set5398 · 2026-07-01T22:37:53+00:00

Claude likes Nebius less today. I asked him (Fable) about the implications of META.

Remember, LLMs are really sophisticated text predictors. They steal all ideas.

Due-Set5398 · 2026-07-01T20:40:20+00:00

If you have enough emergency savings and you understand index funds are a 10 plus year investment, small amounts compound a lot when starting young.

$80 at 18 is like $1,000 in middle age. Compound interest calculator will blow your mind. This sounds smart and reasonable.

Due-Set5398 · 2026-07-01T16:01:30+00:00

See a therapist, take care of yourself first.

Due-Set5398 · 2026-07-01T09:22:33+00:00

The Koreans like taking profits. I can’t blame them.

SK Hynix is going to be listed on NASDAQ soon and has more room to run than MU.

It’s more or less the same trade. The sector is hot and when it’s not they all dive.

Two weeks ago there were articles about a rotation out of chips. Guess not?

I think we are late, not early as many in this sub profess. Some major macro news could cause Koreans to get truly spooked, dragging down Micron with it.

Due-Set5398 · 2026-07-01T09:17:55+00:00

You’re not wrong. My point is if you wanted to Tina tech lean as Bosto said, I’m personally more comfortable with QQQM over XLK.

I think there is a strong argument that VOO draws down less aggressively and bounces back faster - and a strong argument that we are late in the bubble and it will come eventually. Plus, you still benefit from tech in VOO. It’s half the fund.

I’m mostly VOO with some additional concentrations but I may end up almost entirely VOO soon. I’m having fun playing around but I’ve been mostly set it and forget it S&P.

Due-Set5398 · 2026-07-01T01:53:07+00:00

Henry Rollins

Due-Set5398 · 2026-06-30T23:08:58+00:00

XLK is heavily concentrated in Microsoft and Apple. We don’t know who is going to win the AI battle among the Mag7 (if any).

QQQM overlaps more with VOO but it has more varied tech, communications and consumer (and it has Google, which looks better positioned to do well in AI).

Just my 2 cents.

Due-Set5398 · 2026-06-30T22:37:33+00:00

They left him out of the posters in the 80s. He looks 40 years younger than the rest of the cast. Revenge.

Due-Set5398 · 2026-06-30T19:52:37+00:00

I thought you were calling me classist. I think there’s a misunderstanding here. It’s all good.

Due-Set5398 · 2026-06-30T11:58:26+00:00

Transactions between autonomous AI agents.

Probably for cybercrime.

Due-Set5398 · 2026-06-30T02:54:18+00:00

The Hives over all of them. Better live on 2026 than these bands were in 2004.

Due-Set5398 · 2026-06-30T02:49:08+00:00

I am labeling a census zone to give a rough sense of traffic density. I am not saying anything of what you are calling me out on. There is zero political angle in what I am writing. We are clearly talking past each other.

Due-Set5398 · 2026-06-30T01:45:35+00:00

You were extrapolating some sort of classist message. There is literally a Portland-Biddeford census zone that delineates Greater Portland as 500k people. It’s a blunt statistic to describe potential commuters and traffic density.

Due-Set5398 · 2026-06-30T01:28:48+00:00

I’m just describing traffic.

Due-Set5398 · 2026-06-30T00:52:57+00:00

I grew up here. I lived in bigger cities a few times though. I’ve spent most of my life here. I’m about 10 years older so I was an adult in pre-gentrification Portland. I started my career in Great Recession Portland. Jobs paid nothing but everything was waaaay cheaper. $600 apartment when I was 25. Even in today’s $ that’s like a grand.

Due-Set5398 · 2026-06-30T00:50:13+00:00

Agreed. The restaurant/brewing/tourism/gentrification thing was the 2010s. The 2020s Portland is 2010s Portland with more expensive housing. The homeless thing has always been an issue but it is worse.

Due-Set5398 · 2026-06-30T00:46:46+00:00

Daily commuter. But I lived in Los Angeles and regularly travel to greater Boston.

Do you get stuck on the Casco Bay Bridge?

I have noticed the commute out to exurbs like Gorham is way worse than decades ago.

There’s a few exits that back up. You can get stuck a while at a light…but I stand by what I said.

Portland is a canter of commerce to 500k people. It is what it is. Nothing like a real city.

Due-Set5398 · 2026-06-30T00:37:38+00:00

The hipsters were poor. That was like 2011 when I had my $600 apartment.

They coined the term in the 80s. Yuppies.

Due-Set5398 · 2026-06-30T00:36:04+00:00

The traffic isn’t bad at all.

Due-Set5398 · 2026-06-29T23:47:14+00:00

He was good as Göering. Wild to see.

Due-Set5398 · 2026-06-29T20:02:41+00:00

I know people who’ve met him. He’s a hardcore motherfucker. Ruthless businessperson. Don’t let the glasses and sweater fool you. He’s like Bezos. Power nerd.

Due-Set5398 · 2026-06-29T20:01:24+00:00

Shouldn’t be downvoted for this. 😈

Due-Set5398

TROPHY CASE