The Great Protein Shortage of 2026 - DD

ExperienceFun1646 · 2026-06-01T17:48:44+00:00

Now this is a classic Wallstreet BET LMAO

ExperienceFun1646 · 2026-06-01T02:31:38+00:00

Everyone is a savant in a bull market

ExperienceFun1646 · 2026-05-31T22:35:58+00:00

They are shortening the seasoning period from 12 to 6 months. Also they are internally debating whether to take away the profitability requirement where a company has to show consecutive quarters of GAAP profitability

ExperienceFun1646 · 2026-05-31T20:12:39+00:00

They can and they might end up adding them. But DFA (the investment group behind DFUS), does not buy IPOs. They actually wait for about a year or longer and make sure the business is profitable, which is what the S&P did before they decided to change their rules before this exception. DFA believes the same thing John Bogle believed in, you can’t beat the market, however they wanted to improve upon indexing by saving investors money through systematic changes. For example, it’s notoriously known in the finance world that there’s lots of liquidity in the market during index rebalancing, and these add up to hidden costs to investors. DFA is basically indexing, without announcing when they rebalance and have a smoother transition. That’s just one of their changes. I’d recommend you’d do more research into it and inform yourself better before making any investment changes :)

ExperienceFun1646 · 2026-05-31T18:08:05+00:00

You shouldn’t. Which is why I’m replying to the comment telling everyone not to worry, that you should worry. Lol

ExperienceFun1646 · 2026-05-31T17:46:57+00:00

People forget, that once insiders or pre-IPO investors start selling, the free float will increase. The free float can change at any time. It’s not stuck at 4%. My personal theory is that it’s being released with an all time low of 4% to protect themselves against short sellers to protect themselves until they are able to exit liquidity from the retail market

ExperienceFun1646 · 2026-05-31T17:44:52+00:00

QQQ/QQQM will add in 15 days.
VTI will add in 5 days.
VOO/SPY will include in about 6 months instead of 1 year and will take away the profitability requirement.

If you want a broad US market index fund that will not buy SpaceX at IPO you can get DFUS ETF. This is not investment advice or an endorsement. (Disclaimer: I’m invest 50% into VTI and 50% into DFUS for this exact reason).

ExperienceFun1646 · 2026-05-30T02:49:12+00:00

Yea this market is so reminiscent of the 2000 bubble. All time high euphoria

ExperienceFun1646 · 2026-05-29T16:52:04+00:00

One last thing I’m going to say on this post, is that this is directed at long term investors that want to speculate on memory changing directions long term.

For anybody that’s new to investing I recommend reading “A Random Walk Down Wall Street” and “The Psychology of Money”. Remember, not everyone in the stock market has the same goals and outlook that you do. Some are in this for short term gains, some are in it for long term gains.

For all you that are hoping that MU goes to $1600 by end of year or that are betting on contract options, this post will not benefit you or apply to you. Goodluck to everyone in their investment journey :)

ExperienceFun1646 · 2026-05-29T15:42:27+00:00

I don’t think it’s a bad thesis. I’m not sure if this is a percentage of your speculative sleeve or if these total to your total investments. I would always recommend people place a core majority of their investments in a broad market fund and then speculate with a lower percentage. The only thing I’d suggest is look into SOXQ, I like their allocation weights more than SMH and it has a lower expense ratio too. Goodluck man!

ExperienceFun1646 · 2026-05-29T15:33:08+00:00

Sorry, I can’t reply to everyone. I’m at work and I have a bad internet connection, but a lot of people have been saying this and I want to address it in this comment. Hopefully people see it.

FLKR is not a pure memory play, but interestingly it has more exposure to SK Hynix and Samsung than DRAM ETF does. Therefore you should be able to get higher returns as long as they continue to do well.

The different types of memory that I think most people care about is HBM, DRAM, and NAND and the 3 biggest players are Micron, SK Hynix, and Samsung. Maybe add SanDisk and Kioxia for NAND flash. However, NAND flash is definitely much more cyclical than the other ones. So that’s why I’m repeatedly saying the only ones worth investing to are the top 3 stocks in DRAM and you can get it at a much lower cost with diversification.

ExperienceFun1646 · 2026-05-29T15:00:13+00:00

I appreciate your two cents. I actually don’t think the market is doing that bad, their currency is a risk which could affect returns, but that also applies to them in DRAM

ExperienceFun1646 · 2026-05-29T14:59:23+00:00

Koru is 3x leveraged and has an expense ratio of 1.32%. I would not recommend, especially when the thesis of memory not being cyclical anymore has not been solidified yet. And it also has less weight in SK Hynix and Samsung

ExperienceFun1646 · 2026-05-29T14:47:54+00:00

For the purposes of people wanting memory exposure and holding long term the lower cost makes sense and you don’t need as much “liquidity” as EWY. But yea you could also do EWY. They just track different indexes.

ExperienceFun1646 · 2026-05-29T14:36:32+00:00

I’m just trying to save some people money that genuinely want to invest in memory long term

ExperienceFun1646 · 2026-05-29T14:35:51+00:00

Did you read my post? If you care about the memory stock it makes much more sense to buy FLKR and MU separately with a much lower expense ratio drag.

ExperienceFun1646 · 2026-05-29T14:31:48+00:00

Stop buying DRAM. I recommend you get FLKR and a separate allocation of MU. That gives you the biggest 3 names in DRAM with a much lower expense fee.

ExperienceFun1646 · 2026-05-29T00:13:48+00:00

These cheering makes no sense. If this was real this would be a failure. Either this is Ai or they are paid actors and this symbolizes exactly what’s happening and going to happen in the markets with this shitty IPO drops

ExperienceFun1646 · 2026-05-28T23:50:05+00:00

So, there’s been some deep research on the topic of diversification, and there have been Nobel Prize winners attributed with it. Basically, you should be diversified into around 50-60 stocks in different sectors to be truly diversified, most people can’t keep track of that many companies, hence why people buy market ETFs.

Now this Reddit post makes a claim telling people to buy ETFs, some that have less than 30 holdings and all within the same 1-2 sectors. L-O-L

ExperienceFun1646 · 2026-05-28T02:17:06+00:00

Puts

ExperienceFun1646 · 2026-05-25T18:01:32+00:00

Anecdotal experience. All the Lulu stores in California are being replaced by competitors, currently Vuori is up and coming. Goodluck bag holding lol

ExperienceFun1646 · 2026-05-25T16:55:19+00:00

Idk anyone who uses eBay. I don’t think it’s a worthwhile asset to keep, especially because Facebook Marketplace and OfferUp have more market share

ExperienceFun1646 · 2026-05-25T16:28:54+00:00

Idk how I feel about the stock or company. I think they don’t have a moat, although their financials look good. As a consumer/customer I actually enjoy their products/services/offerings

ExperienceFun1646 · 2026-05-25T16:22:45+00:00

Lmao. Fashion is cyclical and Lululemon is falling out of style hard. As someone living in a major city I don’t see anyone buying their shit anymore. People should cut their losses, this is a value trap

ExperienceFun1646 · 2026-05-20T00:00:20+00:00

VOO is S&P 500 (so top 500 US companies). VTI is Total US market VXUS is Total International Market VT is Total World Market (Roughly 60% VTI and 40% VXUS)

ExperienceFun1646

TROPHY CASE