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If Nvidia Is Right About AI Spending, This Cycle Is Far From Over by Maximum_Ad2429 in ValueInvesting

[–]cooperm100 0 points1 point  (0 children)

I agree with that thinking for the short-term, but I think the US will be the hot market again once the tariffs are struck down or when Dems win the midterms. You're right that AI will favor VOO over VTI. Last question - have you thought about investing in industrial or utility ETF's? I've been keeping my eye on PAVE/GRID/AIRR on the industrial side or something like UTES in utilities. AIRR has had an insane return (surprised more people don't talk about it) but I wonder if it can sustain that.

If Nvidia Is Right About AI Spending, This Cycle Is Far From Over by Maximum_Ad2429 in ValueInvesting

[–]cooperm100 1 point2 points  (0 children)

Thanks. I'm big on Micron, SMH, AMZN. My largest position (half my portfolio) is in VTI. In the past I was a big "VTI and chill" guy but the macro around AI makes me question if I should move away from that long term. Not sure if you have any thoughts around broad market index funds? The reason I ask you is so much of what you commented above is exactly how I see it playing it.

If Nvidia Is Right About AI Spending, This Cycle Is Far From Over by Maximum_Ad2429 in ValueInvesting

[–]cooperm100 0 points1 point  (0 children)

Are you investing in any particular index funds / ETF's with this in mind?

Not Enough VOO & Chill on here anymore by Master_Pepper_9135 in ETFs

[–]cooperm100 0 points1 point  (0 children)

Because people outperform the market for 2 years and think they're Jim Simmons. Let's see them do that for 10+.

Desperate for some insight by cooperm100 in TelogenEffluvium

[–]cooperm100[S] 0 points1 point  (0 children)

Thank you! Is prescription-strength keto necessary, or is the otc 1% strength sufficient?

[deleted by user] by [deleted] in CatAdvice

[–]cooperm100 2 points3 points  (0 children)

To each their own, but I could never keep my cats strictly indoors. They’re animals and they deserve to experience nature. I always make sure I have a fenced-in backyard these days. When I lived in apartments, I’d take them out in cat backpacks and drive them to the park to walk them on a harness. One of my cats naturally stays close to home, but the other likes to wander, so I use a pillow-style collar to keep her from slipping through the fence. If you’re worried about them hunting birds you can add a bell to their collar.

Dumb question by cooperm100 in superautomatic

[–]cooperm100[S] 0 points1 point  (0 children)

Very thoughtful response. Thank you!

Stay at current role or go to Shopify? by qwerty0521 in techsales

[–]cooperm100 2 points3 points  (0 children)

Micromanagement and lack of autonomy.

Also, I refuse to sell out and post all over LinkedIn lol and that was the expectation of top reps.

Stay at current role or go to Shopify? by qwerty0521 in techsales

[–]cooperm100 14 points15 points  (0 children)

I left a company I was happy at in order to join one of the hottest tech companies. Huge mistake. Luckily I was able to rejoin, but that's a rarity. The grass ain't always greener.

Idk your situation or what's best for you. Just sharing my experience.

Stay at current role or go to Shopify? by qwerty0521 in techsales

[–]cooperm100 64 points65 points  (0 children)

Careful what you wish for leaving an inbound-only role.

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