u/Due-Bookkeeper-2001

I wanna invest pretty heavy into AI.

1046 is my average haha.

Personally I’m gonna continue to buy n hold cause this still has a lot of upside for a couple years.

100% Global Equity or a 50/50 US/Canada split or a 100% allocation to the Nasdaq like QQC?

Idk what to do, but I need to diversify soon.

Time horizon is a good 20-30 years, volatility doesn’t matter to me.

No point in crying if you aren’t on margin or leverage

Hi, I’m 29 and have had a tough time finding the courage to go outside of work to find things to enjoy that involves meeting friends or my person, I started going to the gym and that’s the extent of where I get my socialization from but I can’t talk to women let alone other guys that I could make friends from

It’s just a really tough thing when you feel small and you don’t know how to improve yourself socially when the friends you do have now have their own new lives with gfs or some with wives now

I’m 5’11, 170lbs and I think to myself why doesn’t another woman just come up to talk to me or do I have to looksmax or something to get any attention idk

The basic idea is I’m really shy, it’s hard to do anything past maybe a subtle smile to someone I think is attractive and I leave it at that, I just don’t wanna come across as bothering anyone.

Any help or advice would be great 😊

Do you believe him or does the market even care? Seems to be running based on the vibes of whatever the institutions are feeling

I thought I saw something but I’m not sure

Can they 3x from here?

Up around 2.75% since I woke up

At some point I’m gonna take my profits on my current position but I keep going back in forth on something like XEQT but I also rather have only US and Canada, 70/30 possibly like the paper that Vanguard recommended, Ben Felix has talked about home country bias to.

Is Europe and Asia and elsewhere really worth the extra allocation in something like XEQT?

My thought was 70% VFV 30% XIC

the data and earnings have shown the bull thesis is correct, the current day price does not matter…

The bottom line is if you don’t believe in AI then you’ll be left behind, There are too many signs that are showing actual tangible revenue being made by these hyperscalers and it’s being shown in mass scale right now.

If you don’t believe in AI, it means you don’t believe in Micron.

Ignore bears if you believe that the vision of AI has a 5-10 year window.

$MU comments from KeyBanc conference:

1. Micron are supplying less than half of data center demand.

2. Micron's customers are insensitive to memory prices.

3. Micron highlight multi-year demand with some customers signing LTAs to 2030+.

4. Micron says it will be the only company producing memory in the U.S.

This commentary highlights that there is zero cyclicality. No one's signing LTAs years out under inelastic pricing conditions if you think supply catches up next year.

Useful to remember also that the end of prior memory cycles came because supply > demand, where capacity was built ahead of committed demand.

However, in this person’s opinion, the market has re-rated memory back down towards cyclical valuations.

Regardless of continued price increases and GM expansion, surely Micron etc. deserve to be valued higher purely based on the supply/demand gap that's there to be filled over the coming years?

That’s what it’s showing on my Wealthsimple

Trying to see the general consensus from the community

Ethier we are staying in the low 900s or we are going to 1000+ Friday morning

Micron is moving very positively through this call.

How can the trade be considered in question now?

AI is making these hyperscalers actual profit

Memory 📈

37%

Mega Bullish

Rate will remain at 3.5-3.75%