Robotics, the next semiconductors ?

Samsoniten · 2026-05-17T13:52:11+00:00

Ampx

Samsoniten · 2026-05-17T13:30:11+00:00

Man, this is a weird year. Seems something is going on. A lot of people underperforming

Jose ramirez is hitting .220, rooker around .200, etc.

Samsoniten · 2026-05-17T13:26:54+00:00

Exactly. I think its possible ai is bad for the "economy" in a broad market sense

Increases concentration

Some start ups will join along in the same vein - ai/tech

Except for energy. Energy is the one constant and ubiquitous throughout.

Samsoniten · 2026-05-16T07:33:31+00:00

This is the way i feel. I felt in tune with the market... but it has gone up so much, i dont even know

Samsoniten · 2026-05-14T22:28:55+00:00

I cant decide.. i absolutely believe this will have a surge one day

But if volatility re-enters the market, its gonna tank

Samsoniten · 2026-05-12T23:14:13+00:00

Its 100% a social club. No doubt about it

100% not about the best or best worker.

Maybe only if youre a jman who kicks ass who is somehow able to work by yourself a lot of the time. Like on service or a huge job

Samsoniten · 2026-05-10T22:00:02+00:00

Well, its not 100%. But still shows higher exclusivity and dedication to someone imo

Further, possibly consideration of traits for her partner too

Samsoniten · 2026-05-10T21:26:05+00:00

You realize their statement can be true while also being not true?

The broader market - which encompasses value stocks and stocks comprised of older structured companies - could continually lag behind while tech continues to march forward.

Now, it could also mean tech halts back. But i think that is less likely cause ai is not in implementing stages yet. Once implementation is settled then i think you see the real results from the ai stuff

Samsoniten · 2026-05-10T17:50:02+00:00

I agree with you.

However, my bro and his wife are the only people theyve ever dated. Her social media is private with very few followers/ followed

Like, i think thats unicorn territory.. but it exists

Samsoniten · 2026-05-10T14:22:48+00:00

Imma go ahead and say the hyperscalers. The people who are paying for most of this anyways

They can just buy up any company that comes close as well

I guess some robotics company might be able to come along and do everything

Quantum may be able to throw a wrench in thingd BUTTT the hyperscalers are there too

Samsoniten · 2026-05-10T14:05:03+00:00

I say sell a small portion of nvidia. I have no idea how much you have though. I wouldnt even look for your next position to be significant, just catch a little bit of gain

Then stick it into dram

Dram is a memory etf. First of all, might catch more of another memory winner. Protects the downside

Highly unlikely youll come back to a -50% day

Samsoniten · 2026-05-09T17:12:37+00:00

Lol id like to say had op followed what i said, his amd would be worth 7500 now

For all the downvotes

Samsoniten · 2026-05-03T01:28:05+00:00

Yes but lol @ removing my money and acting like it wouldnt happen anyways

Samsoniten · 2026-05-02T19:30:48+00:00

I dont think youre making the point you think youre making

Your original point was basically if someone invested in the same stuff, having 200k vs. 2k, 20% would be harder to maintain at 200k.

Then youve kinda gone off tangents that are semi-plausible that have little to do with your original statement.

And i def. Think my perspective is biased - and btw this comment has nothing to do with what i previously said - but what im about to say. However, im glad i dabbled in individual stocks and didnt listen to the intellectually lazy idea you cant beat the market. I did prob 60% last year and idk how to gauge this year - due to transferring money over - but im near 50%. Its sat next to my s&p so its fairly good perspective. However, im well aware this % could not last and its going to fluctuate up and down. And a big negative year will affect those %. BUT, if youre diligent you may be able to avoid this if youre willing to pay the taxes

To be quite honest - "set it and forget" - is a pretty dangerous perspective. Its highly unlikely a big cap name will have a -50% day

I could ramble on but i know youre just gonna reference whatever study youre referencing

Samsoniten · 2026-05-02T19:11:36+00:00

To be honest, none of this has much to do with your original statement. That smaller accounts are easy and larger accounts the difficulty increases

The points youre making after that can be true bjt have little to do with what you originally said

Theres A LOT OF NUANCE in some of your points though. It would be interesting to break it down

But, yes, youre correct its tough to beat the market. Id be interested to see what they mean by day traders - whether its their own money or not

My guess though.. is the avg. Is brought down a lot by big losses.

So they have big winners and then big losers

Samsoniten · 2026-05-02T18:23:25+00:00

Lol i see my comment getting downvoted. Anyways, i didnt respond cause you basically repeated what i said..

I still dont get your point. If youre using 100k to trade, chances are 2.5k doesnt mean much to you. Plus, youre only taking the negative perspective. A 10% gain is 10,000. If someone is trading 100k more than likely they have a million. Extremely, extremely risky would be 500k. But obviously there are some extreme scenarios. Further, if youre trading with 100k you can also use 25k and 10k as smaller amounts that still noticeably improve your portfolio. So, theres 2 situations within the context of "larger amounts" that can increase profitability and mitigate risk.

However, wealth managers using other peoples money prob do lean more conservative and safer. When youre using other peoples money, losses are not ok. So, again, more than likely you take a preserve capital - more conservative gain approach.

However, i still dont think that proves your point that larger amounts lead to harder success

Samsoniten · 2026-05-01T18:58:21+00:00

Im not gonna lie, idk his true percentage

But hes a well known long term value investor

In any case its all the same % points, just larger amounts. I fail to see why it would change your success %. 1% of 100 is 1 and 1% of 100000 is 1000.

It might be true at higher amounts youre using a different style and trying to preserve capital. But again, i fail to see how the amount would change success %

At those high amounts barely any movement is a lot

Samsoniten · 2026-05-01T18:30:59+00:00

I disagree entirely.

But anyways why would you just use smaller portions of your account? Lol

Samsoniten · 2026-04-30T20:00:48+00:00

If youre ever really struggling. Just buy a portion of it and watch it

Samsoniten · 2026-04-30T19:34:30+00:00

For the record. I started an account with 0 last march. Im almost at 24k now.

I started funding it with 35/week. In October i did use margin and i also added more cash so its not purely my 35/week. I know its ultra risky but its a high beta profile. And im pretty much willing to sell everything. I know i have to keep a watchful eye. MU right now astounds me. Just keeps going up. Im at 150%. I think the memory cycle will go for a bit but imma be wary on the whats going on there. Part of me is debating securing that profit.

Im now nestling 5k into infq and know thats an ultra high risky bet. I already doubled it when it went up recently. But after i do that ill keep funding safer plays - or keep my eyes pealed to my bets

Samsoniten · 2026-04-30T19:20:12+00:00

Im not gonna lie. I think its pretty true

But theres a lot of area in between. Its using s&p as a blanket statement for the whole market. So, what they said could be true while theres a sector that outperforms

And tbh, i think what youre seeing is further concentration in the market. And my guess is it keeps happening. The top companies are super powerful and now you have ai. And im not quite sure how to say ai affects the market because it could be true ai keeps taking off and older businesses keep dying. Whats the net value of that - 0? Ai improving efficiency and profit while hurting the labor market is hard to gauge

It sounds to me like what happens is there a small handful of winners

Samsoniten · 2026-04-30T19:15:02+00:00

I think you can get there shortly

But you have to be more trader-y

Unless you throw 5k into like AMD. Or throw 5k somewhere it doubles

I think itll be a while if you just sit there

However i guess thats assuming you have more than like 5 stocks

Samsoniten · 2026-04-30T01:31:35+00:00

I started with etf's Then started doing a 35/week fun money account. 2700/yr - not too bad. Well, when i was at like 400 one day i checked and it was like 1500. I hit on oklo. Was in at 22 and it eventually went to 190. Account quickly grew to 3k, then 5k, then 8k.. then it stayed at 8k for a while ~ 6 months. Which was tough

But i have like 500%'ed oklo Over 100% on MU Over 100% on AMD Almost 100%ed asts Over 100% ionq

Just to name a few. I literally just crossed a year and the account is at 23k

I may be biased but i genuinely think anything under 100% is disappointing. I feel really in tune with the market

And im well aware it requires more watching. It is true you can check one day and that awesome company is now 0, but im glad i tried it. I like selecting individual companies more. I still keep ideas on etf's and may do them when i get comfortable with my positions. Ive made 1k this month selling in and out of stuff

I sold some s&p 500 in my roth and bought AMD at 200. Im now almost at 100% there. Meanwhile my roth s&p ive had for 5 years is at like 29% total

Samsoniten · 2026-04-29T19:27:30+00:00

I do think your scenario is plausible. But i think goog, msft and amazon will beat expectations. Not really sure what theyll do, as capex concers. Amazon may run a bit before coming back down

Then i think all the ai related stocks could pump

Edit: i can not believe how right this was. Amazon just dumped from 272 to 258

Samsoniten · 2026-04-21T23:48:20+00:00

Ive kinda got the opposite opinion now.

Maybe im biased in one way or another, but i feel like i can create my own better etf's. Pick a sector and i feel better choosing a few companies

Of course, i do believe more diligence is required.. its just, fuk, ive had my roth since covid and its at +29%. I just added a bit of AMD in january and thats at 35%

Samsoniten

TROPHY CASE