u/Hairy_Check_4784

Interesting article from the big man: https://www.bloomberg.com/news/articles/2026-05-05/larry-fink-predicts-birth-of-futures-market-for-computing-power

I'm sure like many of y'all, you've been eyeing the flash memory/ram shortage and watching SNDK and MU rip to the high heavens, maybe some FOMO, etc. I know I've felt it. It feels like it's getting harder and harder to predict what might continue to run as the AI buildout continues, and wondering if we'll see those kinds of moves with our precious NBIS.

I think Fink is correct here in assessing the limited cap for compute power, maybe not insofar as we'll see a futures market but this alludes to companies of this type, including NBIS, which provide cloud compute.

What do you all think about it? Do you think cloud has a realistic ceiling, and will it ever be hit? Good luck to everyone in their investing journey with NBIS. Key word investing, not trading. Will see y'all in 2030 on planet lambo

u/Hairy_Check_4784 — 17 days ago

Good day, fellow dividend investors!

I'm a younger guy, sitting on about 250k in the port, maxing the roth, chilling, for now I'm still in (low) dividend growth (albeit with Schwab mutual funds) but I'm also investing in some high-beta tech stocks. I have DRIP on for all investments, and am building up an SCHD position right now as my first dividend growth ETF.

Do any of y'all try and catch some of the high-growth tech stocks or other growth waves in order to augment the capital you can allocate to your dividend investments? say a $5000 bet pays off big and you get a multibagger, obviously selling is a taxable event but you could augment the amount you have in dividend investments?

Going to be pretty much dividend growth only in about 15-20 years if all goes to plan, have a great day fellas

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u/Hairy_Check_4784 — 23 days ago