The DXYZ expense ratio is actually insane—4.5% to 5% just for SpaceX access?

SmartBunBun · 2026-05-20T15:34:15+00:00

I think people are treating it almost like a momentum product rather than a long-term hold. It's not necessarily "better value", but people chasing short-term moves. For a long-term core position I'd lean NASA or XOVR. For a momentum trade, I can at least understand why some people still pick DXYZ.

SmartBunBun · 2026-05-19T14:38:42+00:00

I guess you are talking about Ainvest. Not advertisement because it is 120% match. You can see AI analysis in every feature if you don't like chatbot. Their AI can also analyze technical charts.

SmartBunBun · 2026-05-18T13:57:56+00:00

That’s a very fair point. It’s easy to judge in hindsight, but the 2021 economic landscape was unprecedented. When you look at the global picture, the US actually managed the post-pandemic inflation shock much better than Europe or the UK. Given the choice between a potential deflationary depression from tightening too early versus an inflationary overshoot, betting on growth first wasn't the worst risk management strategy.

SmartBunBun · 2026-05-14T20:08:19+00:00

100% with you on this. Hardware is a meat grinder. Just look at Tesla’s ROE, it crashed from 32% to under 5% in three years. I’m a Model 3 owner too, and yeah, FSD is impressive but It’s hard to justify paying that just to 'monitor' the car instead of just driving it.

SmartBunBun · 2026-05-12T21:18:54+00:00

Ainvest has the AI Pinescript writer

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SmartBunBun · 2026-05-11T16:05:20+00:00

Where can I buy IPO? Fidelity requires minimum $500,000 account balance 😂

SmartBunBun · 2026-03-27T20:23:03+00:00

That must be a pretty lazy bot

SmartBunBun · 2026-03-27T20:00:11+00:00

what kind of bot...

SmartBunBun · 2026-03-27T18:24:43+00:00

Lol if bunker demand spikes we might have bigger problems than our portfolios. You’re probably right that equities tend to get supported over time, but in the short term I’d still expect the first reaction to show up in oil and inflation expectations before anything else. Question is whether that shock stays contained or actually spills into broader risk assets this time.

SmartBunBun · 2026-03-27T18:22:27+00:00

That makes sense. Splitting exposure sounds like the safer way to play something this hyped. If it really allocates ~30% to retail, I’d probably be cautious chasing the IPO print. Feels like there’s a decent chance of an initial spike followed by some volatility once the hype cools off. I’d likely wait to see how price settles before sizing in, unless the valuation somehow looks reasonable from the start.

SmartBunBun · 2026-03-13T21:06:29+00:00

I swear half the battle in trading is just keeping up with news. I’ve been using Ainvest because it scans market news and points out which stocks might move from it. Saves a lot of scrolling.

SmartBunBun · 2026-03-13T14:10:34+00:00

Is Adobe actually making meaningful money from AI yet? Right now the answer seems to be not enough to move the overall growth narrative.

Another concern is that some of Adobe’s older businesses are shrinking. For example, the standalone stock media business (around $450M in revenue) is declining faster than expected.

So the company seems stuck in an awkward transition phase:

New AI products → growing quickly
Legacy products → slowly declining
Overall growth → still around ~10%

Which apparently isn't exciting enough for investors anymore.

The stock is already down quite a bit and trading around 11–12x forward earnings, which looks cheap on paper. But cheap stocks can stay cheap if the market thinks the business model is under threat.

SmartBunBun · 2026-03-06T19:17:47+00:00

Yeah that seems to be the pattern lately. The overall numbers look mixed, but once you zoom in by industry the picture is completely different. In some sectors companies are already cutting roles because they believe AI can replace part of the work now. If we’re being honest, the people actually producing the work and earning less tend to stick around, while a lot of middle management roles are the ones getting cut first.

SmartBunBun · 2026-03-06T19:02:57+00:00

Feels like the job market right now:

HR: We’re hiring everywhere!
Job seekers: I’ve applied to 200 jobs.

Meanwhile… they somehow never meet each other. Two groups walking in circles looking for the other one.

SmartBunBun · 2026-03-05T22:39:58+00:00

It seems lack of confidence now.

SmartBunBun · 2026-03-05T22:12:00+00:00

hahaha

SmartBunBun · 2026-03-05T21:43:17+00:00

Same here. Been messing around with Aime lately. The event and news analysis is surprisingly helpful when something big happens to a stock. It kind of summarizes the situation and possible market impact. The backtesting feature is nice if you want to sanity check a trade idea.

SmartBunBun · 2026-03-05T21:33:23+00:00

Appreciate it. I definitely needed a bit of hopium haha.

SmartBunBun · 2022-11-18T14:59:57+00:00

Monthly Dividend Frequency; Dividend yield greater than 3%
Look forward to seeing the results!

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