i'm a masochistic degen, added more DDOG and NET - big azure qtrs usually mean good news for these 2. Started small positions in AVAV, RADA and KTOS - looks like increased defense spending will be a multi-year thing with the lend lease for ukraine, and a conventional arms race in both europe and asia. disappoint with googl not sure what to do. 20 p/e is entering value territory... i guess just hodl?
Jesus christ. I only had like $25ish of buying power left so I randomly bought a 40p for Teladoc today...........
Burger joints...Trailer home reits...alcohol n tobacco Any of yall got lotto picks? I mean the lotto companies who throw the damn things.
Alkyhawl & tabacky.... that's where it's at... Altria and dividends, baby! Trailer home REITS? Dunno... but Realty Income? Just keep dishing more of those dividends! I don't really follow eateries, so i dunno about the restaurants. Lotto picks? That was crypto!
I wonder how far Elon goes to biohack himself but can't reveal else he spooks out shareholders and regulators. Prob low does LSD.
bro majority of the SP500 is "tech". lol what do you want me to buy...fertilizer companies? I know sh** about that.
So then buy the S&P 500 and stop worrying about what tech stock to buy. lol. Technically, I think about 1/4th of the S&P is weighted towards tech nowadays. Healthcare, consumer discretionary, and financials combine for a pretty big portion, too. It's just that it always cracked me up when tech is getting thrown out and destroyed, everybody's like "what tech stock should I buy?" It's like "The entire building is on fire - which floor should I go to?" lol. I guess I look more at sectors for ideas and then stocks within those sectors based upon what's happening in the world. Hell, tech has taken such a beating, maybe we're coming back to it being ok to invest in again.
Nice man, it should be a very nice/quick play! I'm hoping to get back into contracts soon. I've basically been busy with work and not doing much of anything exciting w/ trades.
Lol, so that means the top floor! You know, since there's fear and we will hopefully get bailed out by the fire department (government) if we're wrong... So we can get a do over, right?
isn't there good precedent for tech outpacing other stocks in long term though? esp with software/cloud/internet stuff, proliferation of services is so quick and not hampered by supply chains. add to that recurring sub revenue and high switching costs.
