▲ 28 r/qullamaggie
Market breadth expanding. Turning up risk. Port 100% in right now... Curent positions :
I'll post some good setups tonight but I think I'm already in some good winners and strong sectors. Problem now is that there is so much setups it's hard to find which ones will actually go lol. Trying to rotate funds into the best ones.
Current hot sectors/themes :
- Software overall, but especially Cybersecurities (see HACK ETF), or hell just MSFT.
- Genomics/Biotech, especially the ones using AI to synthesize, Medical overall too.
- Semi conductors, especially chips fabs and some memories (QMCO)
- Photonics making a comeback
- Energy for data centers, so oil and gas fabs and such. Hence why I'm in on BE, hoping it goes back up again.
u/LHeureux — 10 days ago
▲ 21 r/Barotrauma
Pressure in fully flooded room, even if not outside connection? Looking for a mod that corrects this
Just realized that high pressure STAYS in a fully flooded room even once you patch all the holes, making diving masks kind of useless.
It's hard to balance things out when a suit is ALWAYS necessary. I have to basically always have a suit either in a locker nearby or on the ground in the Command Room, Gunnery, etc. I would find some use to diving masks if they at least allowed you to survive in fully flooded rooms without the overpressure not making any sense like this.
Anyone knows of any mods that remove this? Ty
u/LHeureux — 4 months ago
▲ 13 r/qullamaggie
Semis keep ripping, optics names keep the good earnings coming. Data centers turning up with HUT recent earnings this morning. Here's 3 setups I might buy, my portfolio is almost 100% committed to this rally, up 25% so far since April run up
u/LHeureux — 5 months ago
▲ 1 r/Mold
Just had a quite bad water infiltration last month and the month before. Had to vacate the bedroom, but the water was getting in from bad insulation in the window, through the wall and down to the floor. Living in a basement.
How old is this??
Is this pretty bad?
u/LHeureux — 6 months ago