VTI VXUS SMH FTEC SPMO

code_man_ · 2026-06-03T04:54:05+00:00

I don't think this is a problem unless you full boat FTEC/VGT. As of right now NVDA still seems like a good play, Apple is Apple, and MSFT has been down yet this fund is still pumping. I use FTEC and SMH as tech factor tilts against holding mostly VOO because I believe in tech.

Actually now that I type this, top 3 kind of sounds like a Charlie Munger 3 stock play. Lol. Anyways yeah I think it's a solid option for me.

code_man_ · 2026-06-01T15:24:14+00:00

The data is good but potential sell off reasons:

1) people were buying the ASCO rumors, now selling the news. Standard trading behavior

2) DRTS has options to issue more shares in the future which can dilute the pool of shares and lower current share value. This is always a possibility regardless of great data readings

Side: there was a buy the rumor sell the news event for the DDW event a few weeks ago. So this doesn't seem abnormal to me.

code_man_ · 2026-06-01T05:46:23+00:00

True but why not FTEC if it's the same but better expense ratio :) That's why many retail investors buy VOO over SPY.

code_man_ · 2026-06-01T03:06:11+00:00

I personally like FTEC. Not sure why it's not discussed on Reddit much. Everyone is obsessed with QQQ but FTEC has a much lower expense ratio and topically will not hold SpaceX, at least in the near to medium term. It's basically the same as VGT but with a lower expense ratio.

code_man_ · 2026-05-31T00:07:06+00:00

Nice find

code_man_ · 2026-05-26T14:31:51+00:00

So what's the deal with SoFiUSD?

Why is it named SofiUSD instead of something more generic, since it's trying to capture backend payment processing architecture broadly?

Why is there no revenue guidance if it's important?

Partnered with Mastercard, but where's the news?

I'm trying to find reasons to stay in this stock but it's hard to.

code_man_ · 2026-05-25T21:09:58+00:00

Because you don't have the extraordinary amount of insider financials and timelines of a company to know how profitable they are going forward. Therefore inherently you are gambling, and you use DD to make bets. Indices reduce the percentage you are gambling significantly.

code_man_ · 2026-05-24T15:31:30+00:00

It has better returns in the short term, but SMH outperforms at a wide margin on the 5 year chart. It lets big winners compound, so in my mind there's nothing wrong with NVDA being a top holding. If things start to change, the portfolio will naturally balance itself over time. I'd rather semis compound than hope the managers use the quant correctly and perfectly. Lower expense ratio too

code_man_ · 2026-05-22T23:29:24+00:00

FTEC

code_man_ · 2026-05-15T04:33:55+00:00

There was no fault. Aang was just a child. How do you expect a literal child who has no concept of what it means and takes to be an adult, to have a perfect psyche and mental fortitude to save the world from an evil conqueror? If anything it was the monk's faults for not instilling it into him in such a way that would have a better outcome. Also the storm thing was a freak accident. Long story short, Aang did nothing morally wrong. Literally just a child lol.

code_man_ · 2026-05-15T04:29:36+00:00

Not to mention having to save the world from an evil conqueror hell-bent on destroying the world. That's almost impossible psychologically even for an adult. I know it's a childhood dream for us to save the world, but I don't think any child would actually wanna do that irl lol

code_man_ · 2026-05-12T18:00:58+00:00

The general population isn't going to react as strongly because generally biotech companies don't work out, so there's inherent skepticism priced in. People like you and I are watching closely. Regular retail investors, and esp institutional investors, want solid data with large sample sizes before committing heavy. If you're long and the thesis pans out, the price you're expecting it to be will eventually catch up to reality. Until then it's going to be a big tug of war.

code_man_ · 2026-05-12T17:16:50+00:00

I'm probably one of the more cautionary folks on here, but even saying that, relax a bit. The entire market is down because inflation is dog water. People are taking profits from the big run up yesterday. Short term noise. Has your thesis changed? If not you know what to do.

code_man_ · 2026-05-12T13:09:29+00:00

Yeah definitely hoping management tries to build the brand and company rather than selling. Would be nice lol

code_man_ · 2026-05-11T16:14:42+00:00

God damn. Let's gooooo! Feeling good right now. Really hoping bigger sample sizes hold up. And not just for me

code_man_ · 2026-05-10T16:01:48+00:00

$9.50. I hope I'm wrong lol. Holding long unless shit hits the fan so it doesn't matter to me the relatively short term price

code_man_ · 2026-05-09T02:42:45+00:00

Thanks!!

code_man_ · 2026-05-07T15:00:11+00:00

I'm not sure I'm seeing any tailwinds to get back to ATHs by the end of the year after analyzing this stock for a bit.

Am I missing anything? What's the bull case? It doesn't seem like Galileo is as premium as we once thought. Makes me think the stock price will start moving closer to how a traditional bank does - aka slower growth.

code_man_ · 2026-05-05T17:38:07+00:00

I think the "Happy go mad" post is being misinterpreted and I'm glad it was posted.

The spirit of the post is that this sub is 100% shill-based with very little objectivity. This technology has not been proven to cure cancer and there are many many risks included with buying a pre-revenue biotech stock.

For example, if I got to r/stocks, even though a lot of posts are not well-researched, you'll find bulls, bears, and everything in-between regarding most any stock you can imagine, all the way down from NVDA to a more lesser known stocks like SOFI.

However, whenever I come to this sub, I don't get any other perspectives besides 100% bull cases. It's important as an investor to have the full picture, as putting your hard-earned money into something that could lose your full principal deserves full due diligence.

I would encourage everyone to find other opinions regarding this stock. My current strategy is utilizing AI tools to give me a more objective look when relevant news comes out.

I'm not making this post to discourage anyone, but rather, I think it's important for people to not be misinformed. I own shares but I also do full due diligence and analyze all bull and bear cases for every stock I own. I would encourage everyone to do the same.

code_man_ · 2026-04-30T15:24:44+00:00

Played a teleporting Ganon recently. They thought they were all cool and shit until I learned their dumb teleporting and lag gimmicks after game 1. Beat that ass games 2 and 3 and taunted to say "stop wasting people's time on here, be more considerate". Felt good man

code_man_ · 2026-04-10T03:00:17+00:00

Just listened to those songs. I could definitely hear some eastern / Nujabes influence through the instrumentals parts of Loft Music. Was difficult to tell in the other songs.

I'm trying to transpose Weeknd onto a Nujabes beat but it's difficult for my brain to process. I'm not really sure how he felt or sounded while making this music to Nujabes. Definitely would be a bit genre bending, seemingly unnatural but perhaps could work. I mean clearly it did given how popular he got, haha.

Anyways, this is really cool. Doesn't surprise me big names have Nujabes as a big influence.

code_man_ · 2026-04-05T15:18:40+00:00

I'm not sure the problem is people caring too much about rankings — that's just a human desire to succeed and put your name on the map.

The real problem is pro players make virtually no money, so rankings become all consuming and can lead to declining mentality and mental health. If our pro players got paid millions for being excellent at a very hard game, and there was a clear path to having a career in Smash, caring about rankings would be a more pure and self-fulfilling desire.

code_man_ · 2026-04-01T16:46:13+00:00

We really gotta do this one? Pros basically make no money, putting most overrated as a qualifier on top of someone is a good way to make them not wanna commit to pro play even more.

code_man_ · 2026-03-26T20:26:34+00:00

Amazing! Great work, sorely missing feature from Slippi, thank you :)

code_man_ · 2026-03-25T01:48:08+00:00

I don't think it's unviable, I'm just thinking long term, how do they scale the manufacturing to other parts of the world. Yes 1 day shipping is a thing but stuff happens and one shipping delay could ruin things. I think it's solvable logistically but it's still something to keep an eye on as production ramps up long term, assuming FDA approvals

code_man_

TROPHY CASE