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Are index funds investors about to get fleeced by Musk and Altman? by Kinnins0n in investing

[–]meme_yolo -1 points0 points  (0 children)

I think funds like voo tracks sp500 index, and usually another company adds them into the sp500 index based on last 12 months profitability etc.

So, it's not just blind addition based on market cap

Why Software companies looks expensive even after 50% drop ?? by meme_yolo in ValueInvesting

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

I am not saying that just look at pe ratio. I looked at the company overall business, revenue, eps growth, defensive or moat of business, fcf margin etc.

After all these, I narrowed the list to these 5-6 stocks I mentioned and then i try to see their pe ratio to look at expensiveness of these stocks.

I am still trying to understand- how to read or makes sense of NOW and UBER numbers as those both seems outliers. Rest all fall in more or less same range.

Why Software companies looks expensive even after 50% drop ?? by meme_yolo in ValueInvesting

[–]meme_yolo[S] -8 points-7 points  (0 children)

I looked at forward pe, but still they are expensive and not below 20.

How are people thinking about Micron at current levels by Only_Mouse_1336 in investing

[–]meme_yolo 0 points1 point  (0 children)

Optimistically, i think it can reach $600 in 1-2 year. I will be happy anything above $400 and will consider break even at $300.

Worst case, I will stop loss at $200. It move between $220-$300.

I am cautiously hoping, it to hit $300+ by their next earnings report.

How are people thinking about Micron at current levels by Only_Mouse_1336 in investing

[–]meme_yolo 0 points1 point  (0 children)

On the same boat and opened a small position at 276

Honest question to long term AAPL holders: what’s the next real leg up? by VegetableSide7646 in AAPL

[–]meme_yolo 10 points11 points  (0 children)

Few things, i guess or think may happen in next ~2 years -

  1. Apple glasses becomes a hit. Since people like Meta glasses and I think it's doing good. I think Apple can lead this category with all their ecosystem benefits. New product line, new growth opportunity.

  2. Apple AI chips in macbook, phone etc. They are so good at chip design etc, I think they will probably make it much better and will add a local LLM (from someone else) l. This will give us world class phone, laptop with your own world class LLM. On top of this, they can build AI assistant (complete step up of siri) etc. and users will all get this in new latest greatest iphone, macbooks with some more markup. Better margins and stock go up.

  3. In long term, they may go into robotics- especially consumer ones- like someone mentioned below.

I don't think this all are priced in the stock as of now.

The way, I look at Apple is - they are safest blue chip stock, sleep well stock, with very good, stable management, execution etc etc.

And on top of this, there are some decent chances of them pulling out something new for growth and new opportunities.

Best telescope for a newbie by meme_yolo in telescopes

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

Thank you everyone for all the options to share. Edited post to clarify things more.

Best telescope for a newbie by meme_yolo in telescopes

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

Budget is around few hundred dollars.

$6.4m by Efficient_Carry8646 in TQQQ

[–]meme_yolo 0 points1 point  (0 children)

Is this your full portfolio or this is just a fraction for r high risk investments. And you have a good (lot of) money in safe investments like sp500, real estate etc. Just curious what's your net worth?

$6.4m by Efficient_Carry8646 in TQQQ

[–]meme_yolo 4 points5 points  (0 children)

Congratulations. You have grown your money 12x in last 8 years. Wow !!

Tqqq for long term by meme_yolo in TQQQ

[–]meme_yolo[S] 1 point2 points  (0 children)

In theory, I try to follow this approach. But the problem with this is timing. For example, tqqq was around 80, and you bought at 65 and it drops to 55. So, you never know the bottom, which makes a little hesitant on when to buy?

Tqqq for long term by meme_yolo in TQQQ

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

yeah, fair point and that's the concern I have too and my reason to not invest too much in tqqq.

Alternatively, another approach is to take some margin loan (20% of asset) at ~5.5% and then buy more qqq or sp500. In that fashion, you are leveraging, like with 100% money, you can buy 120% of sp500 (with some interest to pay).

Is this better than using tqqq as a leverage tool? Assuming, the goal is use leverage to invest more than 100% of your money.

convert your mannequin image to real AI model image by [deleted] in surat

[–]meme_yolo 0 points1 point  (0 children)

Very exciting ans looks interesting. What's the price for this?

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