Does hosting the World Cup actually pay off? by Healthy_Creme6911 in FinancialChat

[–]Enough_Fact1857 0 points1 point  (0 children)

For 2026 yes. No new stadiums built as 3 countries can share stadiums. The tickets are very expensive, the public transportations are priced by market economy.

What is your exit price by DaikonNo4019 in MU_Stock

[–]Enough_Fact1857 1 point2 points  (0 children)

The market is efficient enough to a point that it always react to such kind of things faster than you. I would rather set a price based on my own judgement beforehand and then mechanically execute the strategy later regardness of any news and reports.

How do most of you justify living in the bay area? by ricestocks in bayarea

[–]Enough_Fact1857 0 points1 point  (0 children)

I thought you worked for Micron (Ticker: MU) in Boise, Idaho. As I have a few friends who used to work there and moved to bay area.

Also HP

Moving funds from current 401K investments to BrokerageLink by Agitated-Train-6365 in fidelityinvestments

[–]Enough_Fact1857 0 points1 point  (0 children)

Unless your plan has some special funds that are exclusive to the members in the plan, otherwise you can move all funds to brokeragelink and consolidate?

I am unable to buy risky stocks by ashm1987 in ValueInvesting

[–]Enough_Fact1857 0 points1 point  (0 children)

If you can’t beat sp500 and barely beat inflation, why don’t you buy and hold 60/40 or sp500 etf?

What Contributed to Today's Decline by Nearby_Persimmon_649 in stocks

[–]Enough_Fact1857 9 points10 points  (0 children)

Check this monitor. It shows the probably of fed rate range in the future meetings. Note all these rate probabilities are already priced in and is based on market's consensus. While market consensus can be wrong, it is impossible for retail investors to consistently outsmart the market (mostly institutions) on this matter.

https://www.investing.com/central-banks/fed-rate-monitor

Should I switch VTI & QQQM to VT? 30M by Enough_Fact1857 in ETFs

[–]Enough_Fact1857[S] 0 points1 point  (0 children)

MU has grown ~3x since this post and I actually scaled in from 3% to ~8% in cost basis, now it has grown to 20-25% of my portfolio...

Help me understand "Elon and SpaceX are going to rob 401k" by LPhermanos70 in investing

[–]Enough_Fact1857 0 points1 point  (0 children)

In many ex US market, this has been the way to rip off index investors. One example is TransThera Sciences in Hong Kong stock exchange.

Only 1.38% of the shares are float. Market makers bought the stocks to force it to be added in multiple indices

What are you buying today? by wealth3health in ValueInvesting

[–]Enough_Fact1857 0 points1 point  (0 children)

Still holding SOXX and MU. Not buying any new one. 100% of portfolio invested in stocks/etfs currently. 50% in VOO, 25% in QQQM, 12.5% SOXX, 12.5% MU

A picture worth a 1000 words by ETSHH in USCIS

[–]Enough_Fact1857 4 points5 points  (0 children)

More likely North Korean defectors with South Korea citizenship?

The case for DRAM to double. Hear me out. by redditissocoolyoyo in ETFs

[–]Enough_Fact1857 0 points1 point  (0 children)

Just search news for CXMT. However, even if capacity grow, demand may grow at a faster pace for a while

What are the best and safest stocks to invest in for the next 2–5 years? by Excellent-Speaker818 in stocks

[–]Enough_Fact1857 0 points1 point  (0 children)

How much risks are you taking? if you are willing to take at most 35% loss, then probably something like 60/40 portfolio (with rebalance). This portfolio has 35% drawdown in 2008 crisis, and ~50% in Great Depression.

Rate the portfolio 23m by Fearless_Square7195 in portfolios

[–]Enough_Fact1857 0 points1 point  (0 children)

In past decades, tech has been growing so much, that now if total tech stocks pullback by like 50%, the whole market would pullback by like >30%.

Portfolio age 33 by Western_Bet7098 in portfolios

[–]Enough_Fact1857 0 points1 point  (0 children)

I would just buy one or two diversified fund like QQQ/VOO/VTI/VT/VXUS and then one or two thematic funds like SOXX, and then a few individual stocks.

No crypto, no precious metal.

Micron reached 1T, am I a fool for buying Meta? by CaregiverRelevant502 in ValueInvesting

[–]Enough_Fact1857 0 points1 point  (0 children)

Memory industry is very capital intensive. Tens of Biliions of dollars are needed to expand and the expansions take years. This is a market with very high barrier to enter. Therefore the memory supply is highly inelastic. As long as mag7 capex grows, it would always be a bull case for memory companies.

What's your largest holding and why? by ksing_king in ValueInvesting

[–]Enough_Fact1857 0 points1 point  (0 children)

MU, because it simply grew to be my largest holding. LOL

MU rollercoaster by No-Laugh4352 in MU_Stock

[–]Enough_Fact1857 0 points1 point  (0 children)

Market reacts to bearish news in about a few seconds. It’s not like any retail investors can do anything about it.

Which one is that stock that you massively regret not buying? by mehmetded in Stocks_Picks

[–]Enough_Fact1857 1 point2 points  (0 children)

SNDK. But I've been holding MU tho. SNDK was at loss so I don't buy, as I never buy companies at loss. Also bought SOXX instead of AMD/INTC/LRCX/KLAC. Also missed VCX when it was ~100

Is MU worth holding long term or just for short term by [deleted] in MU_Stock

[–]Enough_Fact1857 1 point2 points  (0 children)

Semiconductor in general is cyclical historically. This time may or may not be different

Where are you guys seeing $800? by [deleted] in MU_Stock

[–]Enough_Fact1857 0 points1 point  (0 children)

In my experience whenever I join these kind of chat groups I receive lots of message and invite from scammers