Wall Street is starting to point to AI revenue as evidence that Big Tech's massive spending is paying off. Ed isn't buying it. As Ed puts it: "I'm not sure how the mathematics works here."
At what point does the AI revenue actually justify the scale of the spending?
Most of us probably invest differently today than we did when we first started.
What did your strategy look like as a beginner, and what's the biggest thing you've changed since then?
Let's hear the investing opinion you have that usually gets pushback. Individual stocks vs. index funds, technical analysis, diversification, market timing, crypto, valuation anything is fair game. What's yours?
Big Tech is pouring an enormous amount of money into AI infrastructure, but the question remains: What kind of return will justify that level of investment? Ed Zitron joined us to make his case. Do you think Big Tech's AI spending will ultimately pay off, or are expectations getting ahead of the actual returns?
Charts, screeners, earnings data, financial statements, watchlists, news feeds...
If you had to simplify your investing process and keep only one or two tools, what would you keep?
Whether it was your biggest winner, your biggest mistake, or simply a company that changed how you think about investing, everyone has that one memorable stock.
Which one is yours, and what made it unforgettable?
AI related stocks are having a strong day, but what's interesting is where the strength is showing up. CoreWeave jumped more than 19% after reporting improved operating margins. Super Micro surged after earnings and strong guidance. Nebius climbed more than 20% on better than expected revenue, while Lumentum also moved higher as demand for data center infrastructure continues to grow.We're also seeing companies further down the AI infrastructure chain benefit. Amphenol, for example, said sales in its IT datacom business surged 89% last quarter, with its CEO saying virtually all of the sequential growth came from AI related products. For much of the AI boom, attention has centered on chips and the biggest tech companies. Are we starting to see the opportunity broaden into cloud infrastructure, networking, optics, power and other companies supporting the buildout?
What areas of the AI infrastructure chain are you watching?
Buying gets most of the attention, but selling is often the hardest part of investing. Do you sell based on:
• A target price?
• Technical signals?
• Fundamentals?
• Portfolio allocation?
• Something else?
Curious how everyone approaches it.
Every investor has heard advice that sounds good but doesn't always hold up in practice. What's one investing myth you think gets repeated far too often?
Mark Minervini recently shared an interesting perspective on patience. Curious to hear the community's thoughts.
As Mark Minvervini says, you have to master the trade-offs of your edge or the market will teach you the hard way.
What's one habit that's improved your investing the most?
If someone wanted to become a better investor, what's the first book you'd recommend and why?
Datadog has quietly been one of the stronger software names this year, benefiting from continued investment in AI infrastructure. Some investors believe AI spending still has plenty of room to run, while others think expectations have gotten ahead of reality. Where do you stand?
Everyone has that one lesson they wish they'd learned sooner. If you could go back to when you first started investing, what's the one piece of advice you'd give yourself? We'd love to hear everyone's thoughts.