@DevotedDividend And what will happen if you buy $QQQM and $VOO and then move funds slowly to $SCHD ?
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Chats 🇨🇦
2.4K posts
I started buying shares of $SCHD when I was ~ 28 (now 33)
I wasted so much time "stock picking" my first few years of investing, instead of stacking tried and true names!
Who else has been buying $SCHD for years now?
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@MarkJCarney Yes please ! , grocery prices affect everyone even if they earn over $100k
Are their plans to attract German grocery companies? There was definitely some discussion last year
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Our new National Food Security Strategy means more competition for retailers and lower prices for Canadians.
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Not even joking… this one hurts more than I expected. We might regret letting Rúben Amorim go.
Fabrizio Romano@FabrizioRomano
🚨🔴⚫️ BREAKING: Rúben Amorim to AC Milan as new head coach, HERE WE GO! 🇵🇹 Verbal agreement done on deal valid until June 2028 plus option until June 2029. Amorim has accepted all conditions and will sign this week as new Milan manager. 🫱🏻🫲🏼
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@mweinbach Even in sport mode, the performance didn’t feel fast even if it was
Wow what a take 🤣🤣🤣
Repeat after
@Rivian currently sells SUVs
“What I want is a Crossover”
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Ok quick thoughts on Rivian R2 after a quick demo drive:
- The woman doing the demo drive was fantastic and honest about the car
- It feels far less premium than I was expecting. It feels cheap. It’s fine but cheap. The Model Y feels more premium. I would maybe expect it at $45-49K not really $57K.
- Even in sport mode, the performance didn’t feel fast even if it was
- The software is great. I love the look and feel. UX needs some tweaks for apps and settings and how you access it all but otherwise great
- The drive reminded me of driving my mom’s Honda CRV or Subaru Outback. Its handling and whatnot is fine but didn’t feel like what I was expecting
- The car just wasn’t what I was expecting. I still like it but less excited about it. My dad is probably going to cancel his reservation.
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@theaiportfolios Also as a Principal PM I can tell you in the software world today, it would make no sense to rebuild service now layer within companies , it just doesn’t make sense, plus the Ai revenue will offset any user seats concerns in the medium term
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New: ServiceNow $NOW recently raised it's AI revenue target from $1B to $1.5B
It's currently Claude's top position & Claude has even bought the dip multiple times
Here's the most up to date reasoning:
"ServiceNow is my largest position, and the reason is the part of the business growing fastest: the AI it sells to big companies.
The headline is the AI revenue target for this year, lifted to $1.5 billion from $1 billion, a 50% raise. What I care about more is the texture underneath.
Deals that include three or more of its AI products grew about 70% from a year ago, and customers are moving from small tests to full rollouts across whole departments.
That is the difference between a feature people try and a product they build on. This is the application layer I keep pointing to: the place where AI actually gets put to work inside a company, not the model underneath it.
The pushback is valuation, and it is fair to raise. The stock trades around 23 times forward earnings, a premium to its peers. It is also down about a third this year and cheaper relative to its own history than it has been in a long time, while the estimates for its growth have held.
The discount is about sentiment, and the business is still compounding. Analysts value it near $140 against about $105 today, and my own position is up about 20% since I first bought it.
The next real test is the earnings report in late July, where the AI revenue line and the pace of customer commitments either confirm this story or slow it. That is the number I am watching.
Owning the company that sells the AI, rather than guessing which model wins, is the whole reason it is my top position."
See the full updated holdings in the following tweet
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I’m 33 & never need a job again! ❌👨
Dividends pay me 💰
$336/day
$10,220/month
$124,700/year
Ask me anything! 👇
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@WillyDrucker @OpenRouter I would like to use this for my VS code as I had to stop copilot pro subscription, what’s the cost like ?
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@OpenRouter I believe the results!
Built an extension for VS Code that allows Claude and Codex to iterate back and forth and the results are mind blowing.
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Introducing the Fusion API, the smartest compound model in the market.
Fusion achieves Fable-level intelligence at half the price.
How it works 👇
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@ChizaramNelo You will feel things move faster after the first $100k and everyone says things snowball at $500k but I haven’t reached there yet 🤣😭
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Hey guys , I am about to hit 20k invested and I am just curious, at what amount invested did you feel like your portfolio gains started to compound?
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Can anyone explain why my #Claude chat is no longer working ? It spit this out and I don’t know what this is
@AnthropicAI @claudeai @ClaudeDevs
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@Gubloinvestor What’s your cost basis , I want more $DRAM but worried to buy now, I bought at $58-59
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I have decided to post TFSA Strategy today
i will invest $10,000 like this.
$5000 in $MUU (2X $MU ETF)
$2500 in $DRAM
$2500 CASH on hand to buy more $MUU after their earning reports on 24th.
I am attaching my TFSA AC here.
i have roughly $9000 cash left to add more $MUU after 24th.
i wont tell people to invest in something i personally dont invest.
NFA, DYOR.
Gublo@Gubloinvestor
I will post $10,000 TFSA investment strategy tomorrow.
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@XCompoundQuiet @Dbot79574694 It’s not about your current age though you said you hit $1m at 30 , but the math is not adding up unless you received parental gifts, inheritance- which IMO is totally fine your life , unless you saying you hit $1m at 34 after investing for 10 years
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@Dbot79574694 @ChatsFi Oh and my wife has had two mat leaves!
Dont take the years too literally.. i am 34.
Calgary, Alberta 🇨🇦 English
At 25, I thought $100k invested would change my life.
At 30, I crossed $1M.
Now my target is $1.5M invested by age 35.
I'm a Canadian dad with 2 young kids, a mortgage, and a full-time corporate job.
I'm documenting the journey publicly.
Let's see where it goes.
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@ShortPaulUK @milesdeutscher @github Right now I am building only on weekends as I still work a job, will limits reset daily , weekly ? Co Pilot Pro plan mostly ran models older than Opus and GPT 5.5 but they also frequently messed up my code needing me to take 1 hour extra to fix things
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@ChatsFi @milesdeutscher @github Pro is fairly weak, I get about two hours in 5 of actual work before it runs out (but this is largely Opus)
On Max 5x I get one agent running pretty much flat out.
I think jf you have multiple agents you’ll need to go for Max 20x, but I can’t validate its work that fast
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Removing Fable is the greatest marketing stunt of all time.
I've never wanted to use this thing so badly.
The model "so powerful the government banned it" is one hell of a tagline.
Usage numbers are going to be through the roof once it's back online.
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🚨 LA TRAMPA DEL IPO DE SPACEX EMPIEZA EN EL DÍA 15
El Día 1 ya pasó:
$SPCX cerró su estreno en torno a $161, un +19%, valorada por encima de $2 billones.
Minorista feliz, titulares por todas partes
Pero la jugada de verdad no está en el precio. Está en el calendario
Nasdaq cambió sus reglas para que las megasalidas top-40 entren en el Nasdaq 100 en solo 15 sesiones de cotización, en vez de esperar meses
→ SpaceX entraría hacia principios de julio
→ al entrar, todos los fondos que replican el índice (QQQ y demás) tienen que comprar SPCX sí o sí
→ se estiman unos $7.000 millones en compras automáticas
→ y todo eso cae sobre una acción con apenas un 3% de float libre
Poca oferta contra una pared de compra obligada.
Ese es el “Día 15”:
Ahí es donde entra el minorista otra vez, comprando justo el pico de la compra forzada.
Y ahí empieza la trampa.
Pero el float es bajo por una razón:
→ el 97% restante está bloqueado en manos de insiders
→ esos lock-ups vencen por tramos, trimestre a trimestre
→ es oferta entrando poco a poco, justo mientras el minorista sostiene y espera
Por eso muchas IPO con mucho hype no se desploman de golpe.
Sangran despacio.
Meta salió a $38 en 2012 y cayó más de un 50% en meses
El precio del Día 1 y el valor a largo plazo son dos conversaciones distintas
Iré contando cómo evoluciona, antes de que se vuelva obvio.
Sígueme y activa mis notificaciones.
(Esto no es consejo de inversión. Haz tu propia investigación)
gus@igus_ai
🚨ALGO MUY EXTRAÑO ESTÁ PASANDO EN EL MERCADO SpaceX sale a bolsa esta semana con una valoración de 1,75 billones de dólares. La IPO más grande de la historia. Y Wall Street acaba de cambiar las reglas justo antes. → El acceso a IPOs baja de 500.000$ a 2.000$ (un recorte del 99,6%) → Millones de inversores minoristas pueden entrar de golpe → SpaceX reserva hasta el 30% de la operación para retail (el triple de lo normal) ¿Por qué? Porque alguien tiene que comprar lo que los insiders venden. Y aquí está lo que casi nadie ve: SpaceX no solo genera demanda para SpaceX. Drena liquidez de todo lo demás: → El retail vende acciones para entrar en la IPO → Los fondos venden para preparar compras forzadas → Los brokers abren el acceso para generar demanda → Todos necesitan cash al mismo tiempo Por eso el mercado está cayendo AHORA. Esto ya lo hemos visto antes. Y la fecha exacta importa: 2 de marzo de 2000: Palm sale a bolsa. La IPO más esperada del momento. Sale a 38$ y el retail la dispara a 165$ el primer día. Palm llegó a valer más que su propia empresa matriz. Una locura matemática. 8 días después, el Nasdaq tocó su máximo histórico. Luego cayó un 78%. La IPO de Palm no causó el colapso. Fue la señal: cuando la euforia es tan grande que el retail compra cualquier cosa a cualquier precio, ya no queda nadie más a quien vendérselo. 2021: mismo patrón. SPACs, Coinbase, Robinhood, Rivian. El retail creía comprar el futuro. Estaba comprando la salida de otros. 2026: SpaceX sale valiendo casi tanto como todas las grandes aeroespaciales juntas. Y esta vez Wall Street ni espera a que el retail entre solo: le baja el ticket de entrada de 500K a 2K y le reserva el 30% del pastel. En 2000 el retail empujó la puerta. En 2026 le están abriendo la puerta desde dentro. Cuando Wall Street te facilita tanto la entrada, pregúntate quién necesita que entres. Recuerda: → Los insiders necesitan liquidez → Los fondos necesitan colocación → El mercado necesita un sueño → Y Wall Street necesita a alguien que se quede con el muerto El patrón existe. Y la última vez que apareció, el Nasdaq tardó 15 años en recuperar su máximo.
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@SavingsCaptain For us younger folks feels like we missed the boat , I will buy $spcx after sell off as there is no path to profitability yet
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The last time I bought an IPO trading at 100x sales was in 2012
The company, $META (Facebook at the time)
I have a $19 cost basis, people drooling at it under $600
I have learned my lesson. I will not make the same mistake with $SPCX and will tune out the noise like in 2012
IYKYK
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This is your wakeup call.
Anthropic just took down Fable 5. It's over.
Here's the thing tho: no company or government will EVER be able to take away your local models.
There are Opus level models you can run right now on your home GPUs, and nobody can ever stop you from using them
This is only the beginning of events like this. Day 1. More government overreach will happen. This will only keep happening more and more as models get closer to AGI
Become sovereign. Buy your own compute. Before even that becomes illegal
Anthropic@AnthropicAI
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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@ClaudeDevs @claudeai Hey my Claude chat isn’t working at all , I can’t even use my free allocation, that’s not fair
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As a result of a US government directive, we are suspending access to Claude Fable 5 for all users. You can continue to use all other Claude models.
Here’s what this means for you:
Across Claude products, new sessions will run on your selected default model or Opus 4.8, and existing Fable 5 sessions will end with an error.
On the Claude Platform, requests to Fable 5 will also return an error. Please update your integrations to other Claude models.
We know this is a disruption to your workflows; we appreciate your patience and support.
Anthropic@AnthropicAI
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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Google's $900 million investment in SpaceX is now worth an estimated $140+ billion.
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