r/wallstreetInvestment

Back testing in 20 years has 17% cagr

After taxes, around 12%

Anyone tried or what issues do you see with it?

Hello Reddit

Was wondering what other investors think about this portfolio? More specifically, where should future capital be allocated if long term wealth accumulation is the goal?

For context, these positions are held in three different accounts. (brokerage, trad & roth ira). And selling any position is not an option.

Thank you!

https://preview.redd.it/siw05nfj33bh1.png?width=2124&format=png&auto=webp&s=1e1a1135dbe3219d9b7c23b5e634d8090b591e1b

It's good to be the President.  All those Republicans who believe in God do not care if He-Who-Shall-Not-Be-Named is moral and ethical.

So as you can read from the Header that AI is now everybody's go to tool to get through 10-K and so every time I do this I always reverify the data and questions I asked because let's be honest AI is good but not perfect and it does hallucinates numbers pretty much once I started noticing it is quite obvious so I ask it to give me the citations and then the page number is incorrect or the paragraph is off or the AI just couldn't corelate data and don't get me started on the tables part. Drop down your frustrations and solutions

I’ve been tracking IONQ recently. Revenue growth looks strong, and Eps seems to have improved,but I still think FCF is the biggest weakness.

Technically, it looks like a possible VCP setup. The stock is holding near the 5-dayEma,but is keeps getting rejected around 10ema. volume is gradually drying up. I think a great opportunity could come soon.

Plus, the trump administration has been investing in quantum computing companies, so I think the sector could get more attention going forward.

Do you guys really think this is justified? Think of all the technical developments and innovation that has taken place in the Chinese tech sector. You can include the related companies; Bidu, byd, bytedance, tencent…

When you think of what all of these businesses have become in relation to the way the world is heading, which I think will be heavily reliant on AI and a further evolving technological ecosystem. I think these current valuations after the recent selloff are a juicy buying opportunity. To each their own. Not everyone can stomach the obvious risks. I have bought more in the past few weeks and am excited to ride it out! Who else is with me?

I've been tracking the enterprise AI governance race since the ServiceNow debt raise back in May. The thesis has been that ServiceNow, Salesforce and Microsoft are all racing to claim the control layer for enterprise AI. Partly it's a defensive move against becoming commoditized pipelines for the hyperscalers.

This week adds a sharper data point.

Salesforce just signed a definitive agreement to acquire Fin, the AI customer service company formerly known as Intercom, for $3.6B. Fin's AI Agent resolves customer queries end to end across chat, email, WhatsApp, SMS, phone, and Slack. It's powered by a proprietary model called Apex that the company claims outperforms frontier models from OpenAI and Anthropic on resolution rates. The number that matters: it closes roughly 76% of support requests without a human.

Salesforce's stock has shed more than a third of its value in 2026 on exactly this fear. The worry has been simple. If an AI agent can resolve three quarters of support tickets without a human, why pay for the human-facing software stack at all.

Salesforce's answer is to buy the thing proving the worry right and fold it into Agentforce. The deal brings over 30k business customers. It gives Salesforce a faster to deploy option for SMB and mid-market, the same segment everyone worried would just stop paying for seats.

This is the same logic as ServiceNow's $80M Traceloop acquisition back in March, made while ServiceNow's own stock was falling from $120 to $83. Acquire the disruptive capability before someone else does. Fold it into your own platform. Sell it back to the customers who were the original target market for disruption.

Agentforce hit $1.2B in ARR last quarter, more than tripling year over year. This acquisition is a bet that Salesforce can make money off the thing that was supposed to put them out of business, faster than a startup or a hyperscaler can do it to them.

The land grab isn't just for the governance layer anymore. It's for the technology that makes the seat-based model obsolete in the first place.

Happy to dig into the primary sources if anyone wants specifics.