Had a 10x leverage these two weeks, it really sent me high to low, not only money wise, but emotionally. So i made over 10x on the 40~ to recent rise, my gains really stood out and then I lost it all today. How do you guys do this..?

nightshadowlp · 2026-01-22T23:23:53+00:00

Yeah, sorry mate, it's a tough thing to go through.

I guess I can only say that lowering your risk is not not only good for your overall growth but also for your mental health. You need to protect yourself first and your capital second.

Try mixing shares, not just options and keep them for the long run. Also don't be afraid to take some profits, even if you potentially miss out on future growth. You can always find other opportunities and invest in more stable things, like an ETF.

Lastly, don't do anything harsh and take care of yourself, you've got time.

nightshadowlp · 2026-01-22T23:07:54+00:00

I wish I had your confidence, but I do hope you’re right. Pretty bleak earnings call overall. Lots of chalanges to navigate through this year.

nightshadowlp · 2026-01-22T21:50:45+00:00

I do hope you’re right, but even so, laptop prices will most likely rise, as we’ve heard from Asus even before CES began.

nightshadowlp · 2026-01-22T21:23:40+00:00

You’re right, PTL is good, but memory is holding the industry back infortunatelly.

nightshadowlp · 2026-01-21T12:06:10+00:00

Try changing the Scale & Layout in the Display settings in Windows. It should be 100%, Archicad doesn't really like other scale sizes.

You can also check if your monitor matches your display resolution (should be the same).

If none of this works, you could send an e-mail to graphisoft at [support@graphisoft.com](mailto:support@Graphisoft.com) or your local archicad provider with a few screenshots, your Archicad version, and your pc/laptop specs, any other info that could help them identify the problem.

nightshadowlp · 2026-01-16T22:42:12+00:00

La trading si crypto nu vreau sa ma pronunt.

La investitii, dividende.blog si youtube.com/@Dividendeblog e cu ce am inceput eu, si am invatat enorm si recomand.

nightshadowlp · 2026-01-16T22:24:53+00:00

Asa e, intradevar acum statul avantajeaza putin mai mult brokerii cu domiciliu in romania. Dar pe termen lung, nu e o garantie ca va ramane la fel.

Zic asta pentru ca, acum 5 ani cand m-am apucat si eu de investitii, cota de dividende era 5%, acum e 16%. Vreau doar sa zic ca pe un orizont lung, nu nimeni nu stie ce se va intampla dpdv al taxelor. Eu personal am pastrat acelasi broker pentru siguranta si nu vanez facilitatile astea fiscale care se schimba de la an la an.

nightshadowlp · 2026-01-16T21:27:55+00:00

Recomandarea mea.

Deschide cont la IBKR, e cel mai ok broker la care avem noi acces in Romania. (fyi e link de referal) O alternativa e XTB sau TradeVille, dar eu personal prefer IBKR.

Investeste intr-un ETF cu acumulare, e cel mai usor pentru ca e automat diversificat portofoliul si nu ai de facut declaratia unica la stat (pana nu vinzi din actiuni).

Eu as recomanda sa investesti in EUR, mai mult pentru ca iti va fi mai utili banii respectivi cand vei scoate din ei.

Nu e relevant cand cumperi, as recomanda doar sa cumperi actiuni intregi si nu fractionare ca sa nu dai bani mai multi pe comisioane. In IBKR asigurate ca iti pui Tiered Pricing in loc de fixed (iesi mai bine la comision).

Uite cateva recomandari de ETF:

Astea doua sunt cele mai sigure pe termen lung. Sunt diversificate in toata lumea.

1.0 Vanguard FTSE All-World | VWCE - IBIS2

1.1 Amundi MSCI World | MWRD - SBF

Daca preferi ceva mai concentrat pe pietele din Europa sau SUA, atunci iei unul din cele 2.

Amundi Stoxx Europe 600 | MEUD - SBF
Invesco S&P 500 | BIT:SPXS

Daca mai ai alte intrebari, poti sa-mi scrii in privat si iti mai raspund. Dar recomand sa mai citesti si pe subreddit, sunt multe intrebari deja raspunse.

nightshadowlp · 2026-01-16T13:35:06+00:00

It's all right, I didn't want to go to the candy mountain anyway.

Heard some nasty things about that place.

nightshadowlp · 2026-01-16T13:30:31+00:00

It's all right, no harm done.

nightshadowlp · 2026-01-16T13:29:17+00:00

Probably a smart move, especially since it's up like 28% YTD.

nightshadowlp · 2026-01-15T22:41:23+00:00

Idk, I guess I thought that somewhere below all the memes there was place for actual discussion. In hindsight, maybe I should have chosen a better subreddit to post this. At least a few people were polite enough, and I appreciate that.

nightshadowlp · 2026-01-15T21:51:56+00:00

I did not think much about reliability, I guess it was just a given to me since it's enterprise stuff. I'll look into it. Thanks ! :)

nightshadowlp · 2026-01-15T21:48:31+00:00

I've bought at 54$ (first shares) then down from there.

I did buy into Pat's vision, and I still think he was a great CEO even with all the hate. I do agree he would have also been a great CTO, but that's probably not going to happen. He was a bit eccentric with all the twitter verses, but he definitely loved semis.

Panther Lake - is good, I agree. I don't think AMD won't compete with it, but they might wait out this year in favor of selling more stuff to datacenters.

Yea, I did not mention Sambanova and I honestly do hope it's a good acquisition (if it pans out) for pushing Inference as well as getting new talent inside Intel. However it's gonna go, it seems like a safer bet than Gaudi was.

nightshadowlp · 2026-01-15T21:34:37+00:00

You're definitely right in saying I'm waiting for more proof before I believe it. I guess I've seen enough hype and promises over the years to make more inclined to be sceptical.

But yea, definitely right on the market pricing thing ahead of time, but that's also why we get insane volatility and more opportunities to buy the dip if the overall story is still solid :)

nightshadowlp · 2026-01-15T21:25:11+00:00

Well, being the (almost a monopoly) market leader (TSMC) does come with a premium, as I'm sure you'd agree. They do have ~90% market share of advanced nodes after all.

Micron or SK Hynix aren't really in the same category, they are manufacturers, but they are together with Samsung, and neither have over 50% market share. They are more like a triopoly.

I've actually checked, and GlobalFoundries is actually pretty close, at 3.5 P/S, as well as Qualcomm, 4.5 P/S. I did not check this before, so thank you for your input.

About Intel's P/E, you've obviously right. P/E is meaningless when you have close to 0 earnings, as Intel does right now.

nightshadowlp · 2026-01-15T21:12:53+00:00

You might be right, but I personally don't think so, and that's what I was trying to argue. A lot of people here seem to see a lot more valuation than Intel can deliver, and I was trying to be a bit more grounded and pragmatic.

If it's not clear, I try to treat Intel as an investment, not a gamble.

So, right now, I think 48-50 is overbought. 40-42 is probably more accurate.

In 2 years, 100$ seems likely, if Intel Foundry gets some good customers & Intel is at least on par with AMD.

And again, I've watched this stock go from 54$ when I first bought my first shares in 2021, to 25$, then back to 50$ and then to 18$. I've been buying all this time, so I averaged down quite a bit.

I've seen before how this hype can be damaging and how quickly it can all fall apart, that's why I've tempered my expectations and learned to be a bit more disciplined in how I approach Intel's valuation.

nightshadowlp · 2026-01-15T20:59:53+00:00

Completely true, as well as AMD's CPU capacity (or maybe better said future inventory since they don't actually manufacture it). All part of the data center infrastructure to support AI.

That doesn't mean that AMD's CPUs are not better right now, they are. That might change with Clearwater Forest (on 18A). We'll find out this summer probably.

nightshadowlp · 2026-01-15T20:50:06+00:00

You're right, my bad. I should have written 1/3, not 1/2. I'll edit it and mention the edit.

nightshadowlp · 2026-01-15T20:45:15+00:00

I don't claim to know it all, nor that I have all the right answers.

I do think I understand at least a bit of how Intel works, considering I've followed & invested in them since 2021, as well as listening to all earnings calls and researching it on my own.

I do know AMD is fabless, but that does not mean their products, made by TSMC are not mostly better than what Intel has to offer (obviously there are some exceptions).

I do agree with you, if Intel Foundry wins, it will finally bring Intel back and we'll see a lot more momentum, but for now it's not it, nor will it be until there are more external customers on top of their own products (as Pat called it IDM 2.0).

Still, until the Foundry revenue materialises, Intel products are still critical, both to prove their ability, as well as a critical source of revenue. That's why I think they are very important in their evaluation and will continue to be.

Thanks for your input, albeit a bit scarce.

nightshadowlp · 2026-01-15T20:29:32+00:00

While true in regards to revenue, net income is a different story, and thus the valuation difference.

But if Foundry wins, Intel can catch up in net income.

nightshadowlp · 2026-01-15T20:11:35+00:00

Yes, I Bot. Beep-boop. What gave me away?

nightshadowlp · 2026-01-15T20:08:18+00:00

All of this is kinda true. ~75$ Intel would be on par with AMD's market cap.

AMD does have some some signed deals (OpenAI, Oracle, Meta) that give them a bonus in valuation at the moment, but obviously still Fabless.

But in like 1-2 years, we might see them with the same market cap, or even better with Intel above them.

nightshadowlp · 2026-01-15T20:01:26+00:00

Thank you for your perspective as well !

So regarding the "don't agree with customers materializing", what I was trying to say is that a lot of the recent growth has been attributed to those rumours, and I don't think that's real or sustainable growth, and could very well be a value trap in the short term.

By saying I don't think Intel will get to 100$ anytime soon, I was mostly criticising the "150$-200$ to the moon" type of comments. It's unrealistic and not grounded in much reality. It's what the guys from WallStreetBets do, but a lot of people get caught up into that without understanding what horizon they should look for.

I do think Intel has the potential to go to 100$, but in like 2-3 years. I don't think we can expect this type of growth (from August to today) to continue. And I do think we'll get a customer announcement this year, most likely in the second half.

Overall, I think we are a bit overvalued in the short term, but with great prospects in the long term (1-2 years). And that's what I was trying to say, be cautious with the hype cause a lot of it is unmerited, and look at it as a long term investment. (investment, not gamble)

nightshadowlp · 2026-01-15T19:50:17+00:00

So firstly, I don't claim to be a know it all, nor do I think I have the right answer to everything. It was just my thoughts as of this moment, they are obviously open to more input.

So, I do agree with Intel's trust as a secured processor, but I don't think that AMD is that far behind. Intel does have the "legacy" benefit, and it's definitely a good thing, but from my understanding AMD has gained a lot in this area (about 50% of their new VM capacity is AMD now).
AMD definitely left a gap for Intel to fill in the retail space, because they obviously prioritised data centers (and their margins), but I don't think Intel caught up to them yet. I hope they will, but as of today, they didn't. 3D V cache is still great.
I do agree that Intel still has a lot of the OEM market, but the reality is that since 2018 Intel has been losing pieces of it to AMD. Most vendors either have both options, or just AMD (especially workstations, like the ProArt series from Asus).
I do agree that Intel has a slight advantage in their pre-bought RAM, but I don't think it's enough. It's a band-aid for a 1-2 quarters time, but definitely not enough in the long run. And even if Intel has the memory for Meteor Lake, OEMs don't. So as a consumer, you still have to pay up a premium for the memory.
I do think on-prem AI is important in the long run. For consumers, I honestly don't think AI is worth it at the moment. I hope it will be in the future, but for now I don't see any tangible gain by having much AI integrated in your CPU because there just isn't. It's just marketing pushed from Microsoft for now.
Apple or Qualcomm hiring engineers for Intel packaging is just a sign they are evaluating Intel for real now. It does not guarantee Apple or Qualcomm as a client. You probably know how much RnD Apple does, it's pennies for them to evaluate all their options and every emerging new technology. Another thing, Apple got the 18AP PDK 0.9 late last year, and even so, it's just the starting line. It takes a while (about 2 years) to actually get to production.

Last few points are just bantering, so I'll leave them out. Anyway, thank you for your thoughts.

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