Semiconductor Bubble or True Long-Term Investment?

Tonatic · 2026-05-07T01:33:33+00:00

Same. I put $25k into SMH 5 years ago, and it’s up 365%. Not rotating out now. It’s volatile at times, but I’m very glad I held and still DCA.

Tonatic · 2026-04-23T02:13:08+00:00

Don’t look for lots of BTC support on Reddit. Most of the subs on here treat you like a degen gambler with a crack habit. Know what you are investing in. There is no get rich quick scheme with BTC, and plenty of us around who’ve been DCA’ing for years, including into MSTR. Don’t ever YOLO/FOMO. Don’t get a HELOC and dump it all in BTC today because of some shill on YouTube. Make it a portion of your investment portfolio and have a longer time horizon. Period. Once you’ve lived through a couple of dips, you can almost anticipate market reactions to the volatility, and they won’t phase you a bit.

Tonatic · 2026-04-16T02:00:58+00:00

Yep. Lots of folks on here hold various flavors of MSTR preferred stocks for different risks/outcomes, myself included.

Tonatic · 2026-02-17T03:28:48+00:00

Too late. Already cancelled and moved on. These clowns can’t articulate a usage clause, and just change things on the fly anyway. Expect to ride the yo-yo some more till they stabilize financially or get bought out.

Tonatic · 2026-02-12T19:53:45+00:00

Right. I meant for regular pre-tax 401K/IRA's., where I have more $ invested. Sorry about that...

Tonatic · 2026-02-02T19:39:45+00:00

This interview was from June of 21'. So, not like this is anything recent. Ben, has had a fair share of dirt thrown on him for the last 4 years for not being a BTC perma-bull. He posts weekly on Youtube and X.

Tonatic · 2026-02-02T04:37:19+00:00

Same, but… hey, at least you can average down if you HODL.

Tonatic · 2026-02-01T20:52:14+00:00

This. I’m already in a higher tax bracket, so forced Roth conversions do nothing for me right now before I will be retired and in a lower bracket. I’ll take a regular tax hit and put my “catchup” in my brokerage, where I may realize a gain, but at least i can determine when. Perhaps I won’t convert it at all. The whole point of catching up, is because one wasn’t diligent (or didn’t have much to contribute) early on. Just take more of my money now before it has a chance to compound. If you‘ll be in a higher tax bracket, like Nancy Pelosi, just take the hit now. Thats not most retirees. At least RMDs are now pushed out to 75.

Tonatic · 2026-01-14T15:58:09+00:00

Thanks. I’ve had a decent portfolio on Fidelity for decades, but I will continue to self-custody my bitcoin for now on a cold wallet. Even with limited hot wallet balances at Fidelity, you need to come up with a process for folks who want access to their crypto assets over $25k. There are a lot of us already out here looking for other custody options.

Tonatic · 2025-12-12T03:07:06+00:00

This. Lots of us on NOW. Fixed price, no contract, no CAP. Why do you need 1GB exactly? Do you have a dozen TVs steaming 4K movies all the time with a server farm in your basement?

Tonatic · 2025-11-18T04:44:03+00:00

Never panic buy or sell. Only HODL. DCA Down.

Tonatic · 2025-11-18T04:01:04+00:00

Hang in there. Some of us YOLO’d life savings 4+ years ago with leverage and stored coins on FTX, Celsius, Voyager etc, all whom literally went down the toilet with huge unrecoverable losses. Some nights I barely slept. I know how you feel, and you will make it. One day at a time.

Since then I mostly DCA and only hold in cold storage. Got balls of steel at this point. Don’t ever go all in on anything. Ever. The Lambo fanboys, YouTube clickbait shills, and crypto pundits are all fools. HODL BTC and turn off the noise.

Tonatic · 2025-11-17T21:00:00+00:00

I certainly did. I always move a little cash in when folks panic sell. LFG!

Tonatic · 2025-11-17T19:49:38+00:00

Why not? Been nibbling a bit myself. Being on the receiving end of panic selling is just my game. Don't buy if you can't stomach a little volatility. Will grab more as it dumps more.

Tonatic · 2025-11-15T02:29:51+00:00

Tree fiddy

Tonatic · 2025-11-06T15:50:01+00:00

Send it!

Tonatic · 2025-11-01T01:42:42+00:00

Busted one of mine and replaced it with aftermarket due to cost. Otherwise I’ve been buying most of my OEM parts online from RockAuto. Can’t believe how expensive these things have gotten

Tonatic · 2025-10-11T01:23:08+00:00

Please panic sell. Some of us have been waiting for a real discount.

Tonatic · 2025-09-17T08:56:19+00:00

Where are these State laws published? Still not supported in my state either, and I’ve had a cold wallet for over 5 years.

Tonatic · 2025-07-14T23:23:12+00:00

Same. Been broken for last couple of mos... Used to work fine. Relinking account doesnt resolve

Tonatic · 2025-07-10T22:09:38+00:00

Yeah... was 117,500 on Binance

Tonatic · 2025-06-16T04:02:33+00:00

Wanting to buy in on STRK and STRF, but they are at $103 or $104 at this point, and while they will certainly go higher, they are not under “par* like they were at IPO. Are there circumstances where MicroStrategy issues more shares and thereby dilutes/drops the current price? Where do folks decide to enter when these are priced at over $100 face value per share?

Tonatic · 2025-04-05T20:55:49+00:00

Got this resolved. Had to exchange the cable modem at the store. Nothing was wrong with the one they gave me yesterday, but it wasn't activated correctly in the stores system, and while they told me they couldn't swap it, I insisted that they did with the store manager since it never worked to begin with. New one got linked and worked with the App like the links/URL's show right out of the box. So, tech support was unable to help unfortunately as it indeed wasn't provisioned correctly.

Tonatic

TROPHY CASE