Ari.Is.Investing

@JUST_KAWS Red. No deal. Claude disabled their Mythos model. We have problems

Will the stock market open 🟢 or 🔴 tomorrow?

@PixelPossible @KrisPatel99 @amitisinvesting Regulation is good from an optimistic perspective of the future. It would be good if the government regulated the technology enough to slow it down for mechanistic interpretability to get good enough to build a safe super intelligence

@InFoTheLongTerm @KrisPatel99 @amitisinvesting May also just be a ploy for regulatory capture as the ALL IN Podcast said. But still puts a lot of questions in ai buildout shareholders minds.

I said this on @amitisinvesting stream Thursday except I thought it would be Google … turns out it was Amazon… Wonder how this is going to go between Anthropic and Amazon…

@FIREDUpWealth About 10%

How much cash do you have in your portfolio right now?

@PixelPossible @KrisPatel99 @amitisinvesting It reminds me of The Mahatten Project. Just because the government doesn't want it in the hands of bad actors doesn't mean they are not pursuing it them selves. AI just rose in the ranks of national security and will therefore pursue sovereign AI in tandem with civil AI

@InFoTheLongTerm @KrisPatel99 @amitisinvesting Look at nvidia sales to china still blocked, the model is more dangerous, potential existential level national security threat. They will shut it down here and elsewhere vs risking it getting into “the wrong” hands.

@KrisPatel99 Forget about chips, we're investing in ships!

KruiseLine Patel is back babbyyyyyy

@GrindeOptions Success is easy - analysis + capital + execution anyone can do that

The stock market is crazy… you could be dumb as nails and still become a millionaire with one good idea.

That's not untrue. But I do wonder when I've been long all the semis, NBIS and memory for over 3 years and only now it seems Wall Street who are supposed to be the professionals are picking up on it while most on CNBC still remain bearish with bubble talk being their favourite topic of debate

@babyfolio Fix, SanDisk (is what I'm researching). About Nbis they posted 2.11 of eps last quarter because of a Clickhouse raise. Next quarter they should return to a 100 mill quarterly burn, wondering how the market would take that

Any interesting companies/topics I should dig into over the next few weeks? Trying to rebuild my research backlog again(Already have some in mind). Would love your suggestions 🙏🏼 Preferably smaller/mid caps, the large names are already well covered and widely followed.

@MsVeilMoney Long-term, yes. Short-term, I'm giving the stock 2 months to cool off before I start buying it monthly

@InFoTheLongTerm Are you sure about $SPCX.

You get $100,000. You can only buy 3 US stocks. No ETFs. No cash. You must hold for 10 years. What's your portfolio?

@HolySmokas If $SNDK splits 10 for 1 and goes to 400, $MU goes to 2,000, then $AMD could definitely go 1,000+, but I'm expecting it more in 2027

I have a question. Does anyone think AMD could go $1000 this year❓

For the next 12 months, I might take NBIS and RKLB. You're looking at a comparison of two teams; both have insanely high revenue growth, but only one has profit coming from their insanely high revenue growth, and that team is $RKLB and $NBIS. That being said, if asked to pick just two for the long term, that'd be $SPCX and $NBIS but Team 1 for the game

Let’s settle this debate right now Would you rather have Portfolio A: $SPCX + $CRWV Or Portfolio B: $RKLB + $NBIS

@Sam_Badawi I have a philosophy that generational companies to invest in are often obvious to see ahead because they are often global brands that anybody would know. Take Facebook, Apple, Google, Walmart, Cola or Exxon for examples. But definitely I can see that becoming SAANGA in the 2030s

@Sam_Badawi I agree. I already had an acronym for it - SAAANTA (SPCX, Anth, Alphabet, AMZN, NVDA, TSLA, APPLE) but since TSLA and SPCX are going to merge my acronym should actually become - SAANGA

Which companies will be the Mag7 of 2035? I'll go first: $NVDA $GOOGL $AAPL $SPCX OpenAI Anthropic $AMZN

@YodaStockInvest I've gone from 42 stocks to 35. Progress. I can't pick my 10 favourites but here are my 10 biggest winners: $MU $NBIS $AMD $DELL $MRVL $CRWD $TSM $GOOG $ARM $NVDA

NOBODY can understand 40 businesses. If you own 40 individual stocks, WHY? Make a tier list and pick your favorite 10…

It looks like in the Fall of 2026, a lot of video game devs will release many well-polished, working games, and I'm musing that it is because 50% of big-game dev code is AI-generated now. That doesn't mean the games will be AI per se, just that they can be done on time, with a game that works and looks good. Too soon to tell, but does seem to be the strategy being implemented at big game dev studios in 2026

RIP OUR WALLETS! 💵 😭 Aug 4 - Beast of Incarnation Aug 6 - Marvel Tokon: Fighting Souls Aug 14 - Grave Seasons Aug 27 - METAL GEAR SOLID: MASTER COLLECTION Vol.2 Aug 27 - Resonance: A Plague Tale Legacy Aug 27 - Star Wars: Zero Company Sep 3 - The Blood of Dawnwalker Sep 9 - Valheim 1.0 Sep 10 - Screenbound Sep 15 - Marvel’s Wolverine Sep 17 - Fire Emblem: Fortune’s Weave Sep 17 - Warhammer 40,000: Dawn of War IV Sep 24 - Control Resonant Sep 24 - Harvest Moon: Echoes of Teradea Sep 24 - Hot Wheels: Infinite Rush Sep 24 - Silent Hill: Townfall Sep 24 - Valor Mortis Sep 25 - Onimusha: Way of the Sword Sep 29 - Minecraft Dungeons 2 Oct 1 - Dynasty Warriors 3 Complete Edition Remastered Oct 1 - End of Abyss Oct 1 - Rayman Legends Retold Oct 2 - Ace Combat 8: Wings of Theve Oct 6 - Gears of War: E-Day Oct 6 - Star Wars: Galactic Racer Oct 8 - Silver Pines Oct 13 - Planet Zoo 2 Oct 15 - Castlevania: Belmont’s Curse Oct 16 - Tales of Eternia Remastered Oct 22 - Final Fantasy Resonance Oct 22 - Nintendo Switch Sports Resort Oct 23 - Call of Duty: Modern Warfare 4 Oct 23 - One Piece: Grand Gourmet Oct 29 - Hello Kitty Party Land Oct 29 - Phantom Blade Zero Nov 3 - Godzilla: Destroy All Monsters Melee Remastered Nov 5 - Wielders of the Essence Nov 12 - Barbie Rewind Nov 19 - Grand Theft Auto 6 Dec 3 - Dragon Quest Monsters: The Withered World Which are you most excited for?

@TheCIOWhisperer I saw this post too; it's pretty similar to my own. It's only been day 1, but so far, my prediction has been more accurate. Looking forward to how it plays out over the next 12-36 months

@InFoTheLongTerm How’s this:

Asked to predict what SpaceX will do 12 months after the IPO: My basic take is that it runs to $175 (in MK 2.3 trillion) pretty quickly before it chills out and starts to drop after that. I'm thinking 6-8 months into the IPO, we go to 88.5 (1.065 trillion), and then recover. So, 1 year after the IPO, we're 122.5 (1.61 trillion) and recovering on a healthy slope. Bookmark this and come back in a year to see if I was right.

@FIREDUpWealth I didn't buy on day one. I'm giving the stock 2-3 months until the lockup period initiates before I start a DCA strategy

How many shares of SpaceX $SPCX stock do you own now? #SpaceX #IPO #stocks #stockmarket #money

My personal investing strategy is buying AI semis and data center suppliers as individual stocks, but I often compare my performance to the $SMH. Tbh, it's easier, and the performance might even be better than mine YTD, although I'm still up +40% this year. When I told my parents what stocks to buy, I got them in $SMH, $DRAM, and $NBIS. That portfolio might be outperforming my own

@Leo_Traydes @CarsonTalkMoney Been watching your channel for some time. Since you went all in on $SMH you've done pretty good, why the change in strategy?

I have finally reopened a taxable brokerage 😎