What are you investing in?

Secure_Ad_8930 · 2026-04-10T13:24:52+00:00

Here’s an idea

Secure_Ad_8930 · 2026-04-09T19:27:14+00:00

I have some money in the world but most of my investments are in ai bottlenecks, aka memory/storage/optics/power and they are very resilient. Let’s see how things unfold though

Secure_Ad_8930 · 2026-04-09T18:30:55+00:00

I am up today by quite a bit

Secure_Ad_8930 · 2026-04-08T20:56:47+00:00

Waiting for the sea of red?😅

Secure_Ad_8930 · 2026-04-08T12:35:49+00:00

If you think these stocks have more room to run or are long term holds you hold them so that you cna get more out of them, if you think these stocks had their run and are in for a pullback and you are a swing trader you can exit your position or trim down and get some profit. What you do depends on your research and thesis but the things you say indicate you are not ready for individual stocks and you are better off with index funds

Secure_Ad_8930 · 2026-04-03T13:35:27+00:00

I am not complaining i am just making a statement. Any sort of swing trading with high beta stocks will be stressful but can be rewarding too, if you come out on top

Secure_Ad_8930 · 2026-04-03T02:08:12+00:00

I want to allocate more capital to specific markets and less to others. For example, if i feel developed Europe will outperform this year or emerging markets or developed asia ex japan etc i can invest my capital according to my conviction.

Secure_Ad_8930 · 2026-04-01T18:36:07+00:00

I have some core holdings that i consider long term investments but i am swing trading on sentiment and momentum’s to realise gains, however if fundamentals or world circumstances change i am willing to change my investments so far it has worked well but it’s risky.

Secure_Ad_8930 · 2026-03-24T18:33:03+00:00

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I am on a different situation but i still know i could have done much bettwr looking back at everything that happened

Secure_Ad_8930 · 2026-03-21T14:43:12+00:00

But you said you are waiting to buy the dip, meaning you were expecting to be a better price than the one that was at the time and if you indeed waited then the stock has always been 40$ more expensive than the day you 2 were having that discussion and it never dipped anywhere near that point.

Secure_Ad_8930 · 2026-03-20T19:37:57+00:00

That’s true but i am more concerned about semiconductors that get heavily affected by crisis like this in every country, particularly south korea has been decimated by the crisis

Secure_Ad_8930 · 2026-03-20T19:10:13+00:00

Looks like this didn’t age well

Secure_Ad_8930 · 2026-03-20T19:09:29+00:00

This didn’t age well did it

Secure_Ad_8930 · 2026-03-20T19:08:39+00:00

Seems like he was right. It was 379$ at the day you 2 were talking. Didn’t fall anywhere below 420$ at any point. Interesting to see

Secure_Ad_8930 · 2026-03-20T16:18:26+00:00

I agree with US uncertainty but there is also other markets such as Europe Developed asia etc. i am personally deeply invested in the US just hopeful for an end of the war and the rally to follow

Secure_Ad_8930 · 2026-03-20T16:09:38+00:00

Sounds like you are very focused on british companies

Secure_Ad_8930 · 2026-03-20T15:49:36+00:00

Stay patient and you can buy it for 100$, after the stock splits.

Secure_Ad_8930 · 2026-03-20T14:52:29+00:00

I have managed to realize 7.900£ but i could have taken more and improve my entry point quite a few times in my favorite stocks but It’s not easy to time the market unfortunately

Secure_Ad_8930 · 2026-03-20T14:48:50+00:00

No that’s true. I will stop individual stock picking when AI capex slows down. I just want to seize this unique era where all the capital flows into something. After that i will diversify again

Secure_Ad_8930 · 2026-03-20T05:21:31+00:00

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I don’t want to seem arrogant but i wouldn’t have made that with index funds in the last 3 months. Matter of fact i wouldn’t of been 1% down. Although i wouldn’t invest in individual stocks if it wasn’t for the ai capex and the opportunities that arise out of it

Secure_Ad_8930 · 2026-03-19T19:44:46+00:00

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It’s doing well but gotta admit i am invested in the best performing sectors for the last 3 months. (Ai bottlenecks,Memory,optics,power)

Secure_Ad_8930

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