Older Guy who actually has money

Day trading...risk 1%, make 3%...have to sit there all day....swing/position trading....risk 1-5%, make 50-1000%....risk/reward of day trading is garbage. Know few guys who have made significant money doing it....but very few....big money sizing into a big winner and holding it.

Stocks move up, then rest/pullback, then move up.....have to be willing to give back gains to make big big gains....find strongest stocks (strength often leads to more strength...trade the biggest winners YTD with the strongest fundamentals).....sell the weeds, water the flowers.

Oh mama....100+PE yesterday, up 8.25% today, PE drops to 38....learn the game....

@myfirstmilpod lol...laughable...Marks but spewing this pure nonsense for like 10 years now...if look at SPY from 2024 exact high up 20%...high yield savings kicking 5% with ordinary taxes.

If you bought the S&P in late 2024 betting on 8-10% returns, you're about to lose a decade of your financial life. Billionaire investor Howard Marks on the JP Morgan chart everyone's ignoring: At the end of 2024, the S&P was at a P/E of 23. Historically, every single time the market hits a P/E of 23, the next 10 years returned between 2% and -2% annualized. NO exceptions. What this means: if you invested $100K at the end of 2024, by 2034 you'll have between $82K and $122K. Best case (2% annualized): you barely beat inflation Worst case (-2% annualized): you lose 18% of your money Either way, high-yield savings beats your "aggressive" portfolio This isn't a bearish prediction. It's a historical certainty based on the price you chose to pay. @thesamparr @ShaanVP

@LongGameEquity yea software too...part of me wants to diversify a little but no point really

@RetireDominance You too i like crwd its just so expensive

What stocks should I add or add to Friday in the public account? 👀 $ZETA, $SOFI, $META, $ELF, $AMD, $CELH, $NOW, $AMZN

@LongGameEquity might start buying more CRWD next week....more to diversify....gest through 468 will increase position...good luck AMD report....i own too

@RetireDominance That’s tbh the hardest part of investing but that’s more of mastering sector rotation which is very difficult

Broke my marketsmith or would post quarterly earnings and sales.....they big though...triple digit....exactly what want.....for the PE people......231....this has moved a long ways but I believe a lot left in the tank.

So you have technology edge, partnership with biggest buyer, and solving what I believe is the next major theme in AI....power.....

LITE routes light as light...no conversion...dont know the stats but cuts power significantly.....but big piece here....NVDA (top dog of AI chips)......$2B investment in LITE with multi-year supply agreement...

Other one...starts from same driving thesis....energy for AI....need more of it (BE)....but also need more efficiency (ARM).....this is an optics company (LITE)....optics companies basically move data inside AI datacenters...

2024/2025 PLTR was none of my main stocks (and believe it will lead again personally....re-building now)....and the negative was always valuation. Lesson...the companies changing the way the world works, how we live will get the premium bid.

I have valuation concerns for sure....you cant be a dummie....but it has the story, it is on all-time highs (the market likes it so far) and this is the monthly chart....we will see what happens on the report...I do wish it had better earnings and sales growth.

So they have no inventory, no capex, no fabs.....collect royalties on one of the main constraints in AI (power)...cleaning up on legacy mobile business....but positions for AI/data centers.

Two other companies own that report next week....not saying buy here.....always buy in a position where can manage risk.....but to provide thought process vs just buying some shitter cause you know the ticker (HOOD).......ARM Holdings....ARM...what is the thesis from me..

I feel with 100% confidence if most people looked at themselves, leaned into what loved, shared their knowledge around that subject could design a life would never want to retire from and 10x income (through hard work and time)...but more importantly 100x purpose and happiness.

“The big challenge is to become all that you have the possibility of becoming. You cannot believe what it does to the human spirit to maximize your human potential and stretch yourself to the limit.” – Jim Rohn