James

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James

James

@JClaydog

England Katılım Ocak 2016
272 Takip Edilen55 Takipçiler
Jamie
Jamie@JamieFInvests·
Definitely taking some time to reflect here. It feels like others in the community in a similar mindset such as @ClubhouseGrowth and @shane80941270 around if to get a Tesla and sell other vehicles I genuinely thought that a Tesla was a pipe dream at £500-600 a month minimum, but £225 is an absolute steal, considering I have £15k of equity sitting on my driveway in 2 cars. It’s definitely giving me food for thought, as our kids school situation and commute is easier and can sync up with my office commute better - so 1 car is definitely more viable. Going to get onto the case to my wife later and see if she is willing to go for it! Any tips to convince the other half?? 😅 😅 😅
Jamie@JamieFInvests

Sorry in advance guys - another Tesla post on your timeline!! However all the recent offers have got my head in a spin! Right now we have two cars sitting on the drive with about £15k of equity tied up in them. We have a 71-plate family Skoda and a cheap 63-plate Corsa I use as an office runaround. I’m seriously debating selling both, moving down to a 1-car family, and locking in this Tesla deal for the end of the year We actually tried the 1 car life before, but went back to 2 when my 9-5 mandated more office days and childcare logistics became a nightmare. The game has changed a bit now. Both kids will soon be at the same school, so on paper, the logistics look a bit easier. The Financial Logic Selling the Corsa mostly covers the £2,700 deposit. We go from paying for petrol on two cars to a single electric car and I can book out free charging at my office. Wiping out all that fuel, plus one car's worth of insurance, tax, and MOTs knocks out a huge chunk of that new £225 monthly payment. Best of all, it frees up a clean £10,000 in cash to put straight into the market… 📊 The Emotional/ logistical side I only go to the office twice a week, and in my head, we can easily work the schedule around the school runs. But family life isn't that easy on paper. My wife is completely against losing the freedom of having her own keys, and honestly, the thought of the logistical headaches is real. It’s that classic clash between wanting to put every spare pound into your portfolio vs. just keeping life smooth and stress free at home. How would you play it? Do you squeeze the money for everything it's worth, or is the peace of mind at home worth keeping the extra car? Also having a Tesla would be really cool, so there is that to consider as well 💪 Let me know your thoughts? Especially for others with a family and this kind of dynamic!

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James
James@JClaydog·
@JamieFInvests Feel free to use my referral link if you go ahead and order, ts.la/james504940 We'll both get 350 free supercharging miles 👍 Test drive blew me away and it'll pay for itself over 2 years lease compared to running my 13 y/o Merc. No tax, maintenance, barely any 'fuel' cost
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Jamie
Jamie@JamieFInvests·
Sorry in advance guys - another Tesla post on your timeline!! However all the recent offers have got my head in a spin! Right now we have two cars sitting on the drive with about £15k of equity tied up in them. We have a 71-plate family Skoda and a cheap 63-plate Corsa I use as an office runaround. I’m seriously debating selling both, moving down to a 1-car family, and locking in this Tesla deal for the end of the year We actually tried the 1 car life before, but went back to 2 when my 9-5 mandated more office days and childcare logistics became a nightmare. The game has changed a bit now. Both kids will soon be at the same school, so on paper, the logistics look a bit easier. The Financial Logic Selling the Corsa mostly covers the £2,700 deposit. We go from paying for petrol on two cars to a single electric car and I can book out free charging at my office. Wiping out all that fuel, plus one car's worth of insurance, tax, and MOTs knocks out a huge chunk of that new £225 monthly payment. Best of all, it frees up a clean £10,000 in cash to put straight into the market… 📊 The Emotional/ logistical side I only go to the office twice a week, and in my head, we can easily work the schedule around the school runs. But family life isn't that easy on paper. My wife is completely against losing the freedom of having her own keys, and honestly, the thought of the logistical headaches is real. It’s that classic clash between wanting to put every spare pound into your portfolio vs. just keeping life smooth and stress free at home. How would you play it? Do you squeeze the money for everything it's worth, or is the peace of mind at home worth keeping the extra car? Also having a Tesla would be really cool, so there is that to consider as well 💪 Let me know your thoughts? Especially for others with a family and this kind of dynamic!
Jamie tweet media
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James
James@JClaydog·
@ClubhouseGrowth Id also add it's a better shout than a 6.5 year old Tesla as within 2 years the battery will be out of warranty, which will plummet the value further and risk a bill larger than that of the car.
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James
James@JClaydog·
@ClubhouseGrowth Look into the personal contract hire deals on new Tesla model 3 rwd, really good value. (Even cheaper a month or so ago when I ordered mine.) Happy to provide a referral code for us both to get 350 supercharger miles too 😁 No MOT, servicing, tax needed, save on fuel. Bargain.
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Smithy Invests - 31 | £55k ISA + £10.8k SIPP📈
Do I sell my Audi Q5 for £9k and buy this Tesla? Audi is owned I spend £350 a month on diesel 96k on the clock Tax + maintenance can be expensive Tesla is cheaper monthly than the diesel I buy Essentially I could put £8,000 into my S&S ISA alongside another £100 a month. Struggling to see the catch here, do I go for it? 🤔😬
Smithy Invests - 31 | £55k ISA + £10.8k SIPP📈 tweet mediaSmithy Invests - 31 | £55k ISA + £10.8k SIPP📈 tweet media
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James
James@JClaydog·
@2147mill Second chance for people to get in on $SIVE at a great price, along with so many other stocks out there. Bargains to be had, diamond hands needed for holders. I've no more powder for buying the dips, see you chaps in 2027.
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🇬🇧 Tom - Investor £130k
Semiconductors getting absolutely nuked today. Let me tell you what hasn’t changed: AI still needs chips Data centres still need chips EVs still need chips Robots still need chips Defence still needs chips Every industry digitising still needs chips Nothing fundamental has changed. Not a single thing. This is profit taking after one of the greatest runs in market history. Completely normal. Completely healthy. Completely expected. The world isn’t becoming less reliant on semiconductors. It’s becoming more reliant every single day. More devices. More AI. More automation. More computing. More chips needed. Every single year. People selling today are handing generational buying opportunities to people who understand the thesis. I’m not panicking. I’m adding.
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James
James@JClaydog·
@PaulTo100k Ha yes I definitely feel overexposed now but had to try and average down. Initial entry was around €4.2, rode it right up to 9.6, sold but then rebought at around 9.1... Bit of a mistake. Averaged down to around €7.5 - I still think that is reachable again by EOY. Diamond hands
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Paul
Paul@PaulTo100k·
@JClaydog Yeah agreed James, the hardest part is not over exposing on these dip buys as it just keeps dropping 😂
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Paul
Paul@PaulTo100k·
$AAOI and $SIVE getting battered, holy crap!!! 30% in the red for both now, initially I was terrified but I’m now finding it somewhat comical 😂 If I lose the lot, it will really sting probably a years progress wiped. But I still believe in both holdings, I won’t sell and await the green days in 2027.
Paul tweet media
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James
James@JClaydog·
@JamesP728 Bought some myself for the first time today, do you reckon I'll be eligible for the August 3rd draw or will it be September? Cheers.
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James Philips
James Philips@JamesP728·
Happy Premium Bond day to everyone in the UK 😊 Nothing for me again this month Next time it’ll be the £1M, right? 😂 Hopefully you all won something
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James
James@JClaydog·
@aleabitoreddit Thanks for the response. Your SIVE call made me a lot of money and I'm still in the green with it. Doing dinner research on AAOI myself and going to take a long term position in that too. Great to see your shared conviction and thanks again for the research that you do.
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Serenity
Serenity@aleabitoreddit·
@JClaydog Yeah sad to see. I'm personally very confident in $SIVE / $AAOI to revenue ramp with lasers in 2027 so I'm sleeping easy.
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Serenity
Serenity@aleabitoreddit·
Just Elon Musk casually sounding the alarm. On the massive demand + price hikes for $MU / SK Hynix / Samsung memory relative to supply. He probably has higher visibility into the memory bottleneck than others…
Serenity tweet media
Elon Musk@elonmusk

@wholemars @TovikkaX The production shortfall relative to demand is insane. MUCH higher production is needed.

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James
James@JClaydog·
@SylentTrade Talking as if NVDA are obliged to actually buy those shares
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Sylent Capital
Sylent Capital@SylentTrade·
This drop to $60 is a blessing. You are buying $10/share cheaper than $NVDA is at $70/share
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James
James@JClaydog·
@JamesP728 Don't spend it all in one go mate 👍
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James Philips
James Philips@JamesP728·
Just received my dividend from NVIDIA $NVDA £0.04 Now this is a serious dividend 😂😂 What shall I spend this on? 😂
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James
James@JClaydog·
@JohnGwynne_ Much appreciated sir. Recently finished the incredible Faithful and the Fallen and Of Blood and Bone series.’ Really looking forward to diving into this one.
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John Gwynne
John Gwynne@JohnGwynne_·
Waterstones have 1,000 signed hardback copies of the Fury of the Gods available online today. When they're gone they're gone. Thought some of you might want to know. waterstones.com/book/the-fury-…
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Russ Cook
Russ Cook@hardestgeezer·
16,250km 351 days 385 marathons 16 countries £574k raised for charity We’ve come a long way. One last push tomorrow for the record books🫡
Russ Cook tweet mediaRuss Cook tweet media
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joey
joey@braziltshirt·
Do we get an interim monarch between now and the coronation?
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CharlieIntel
CharlieIntel@charlieINTEL·
AI will be a big focus in #ModernWarfare2 and #Warzone 2.0, with AI being lethal, reactive, and fully aware of their surroundings. AI will be in all modes of play.
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James
James@JClaydog·
@ShamsCharania His agent deserves to go in the hall of fame for that extension
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Shams Charania
Shams Charania@ShamsCharania·
Sources: Denver forward Michael Porter Jr. is expected to miss the remainder of the season due to back surgery. Tough blow, but with Porter’s five-year extension kicking in next season, he and the Nuggets take big-picture approach to his health.
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Adrian Wojnarowski
Adrian Wojnarowski@wojespn·
Rick Carlisle -- who led Dallas to the 2011 NBA championship -- informed Mavericks owner Mark Cuban today that he won't be returning as coach next season, Carlisle told ESPN. Carlisle had two years left on his contract. He spent 13 seasons as Mavericks coach.
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