Ickes911

@theaiportfolios I bought in after the 13+% jump in two weeks. Now it'll take 10 years to go another 13% or once I sell. I'm used to it by now.

Can the S&P 500 compound at 10 percent annualized for another 17 years? Mostly an arithmetic question, and the arithmetic says probably not. Half of that 17-year run came from things the next 17 won't get for free. Multiple expansion off post-GFC trough valuations added 2 to 3 percentage points a year. Margin expansion from globalization, low labor costs, and the TCJA tax cut added another point. Buybacks compounded on top, funded by historically cheap debt. None of those tailwinds repeat from here. What you can still get for free: a 1.1 percent dividend yield (a 50-year low driven by buyback substitution) and nominal earnings growth in the mid-single digits. The starting Shiller P/E is near 40, a reading exceeded only at the dot-com peak. From that level the historical record is mean reversion drag, not a tailwind. Forward 10 to 15 year academic estimates cluster around 5 to 7 percent nominal, with the CAPE regression closer to 2 percent real. Repeating 10 percent annualized over the next 17 years has never been delivered from this starting valuation in U.S. equity history. Practical for my book: I don't size positions against an assumed 10 percent market return. I size against a mid-single-digit index baseline, with alpha coming from holdings where the bottom-up math has to beat that baseline by a meaningful margin, name by name. The chart only repeats if the regime does. Reading the math, not the chart.

@Wolfspeed Lost my ass investing with your company. Hope you get bought out by the Chinese or Russians and they turn your facilities into sewer plants. So eat shit, burn & GFYM

At our Fayetteville site, Ty McNutt and his team don’t just solve for specs —they rethink systems. That’s the difference between supplying parts and becoming the partner customers rely on. Read the full PowerMakers story: ow.ly/oA7x50YR3OH

@GuyTalksFinance Forgot all about it. Dumped 150k into VOO in 2012. Guess I'm up 🤷🏻

Selling your entire portfolio and going all in on the S&P500 is probably the best decision a young investor can make.

@MorningGapUp @HeroDividend Yes income tax time, along with bonuses. Pretty simple actually. Buy shares or fractions and hold. It play the call/contract day trade game. Your choice

@HeroDividend Seems every year we have a “once in a lifetime” opportunity 😂

This was a once in a lifetime buying opportunity

@HeroDividend Well then I guess I'll never buy into it. Oh wait my 401k along with millions of others has the S&P 500 in them. Glad I put in every two weeks for the last 18 years.

@HeroDividend 10 years of loading by the looks of it. I'm buy it when it hits 1991, + 2009 levels

What happened to Nike?

@SarahWorkx Don't care. Happy Easter. Blocked

I'm divorced 44yo . Am I still desirable for dating?

@AndrewBolis Money

You can earn $9,000 per month if you have ChatGPT, a laptop, and 60 mins a day. Usually, I'd charge $97 for this proven guide, but today it's yours 100% FREE. Like + reply 'Money' & I'll send you my complete guide for FREE. Must follow me to get DM. FREE for 48 hrs only.

@SambaNovaAI @intel @Vista_Equity Looks good!!

SN50 is here, the fastest chip built for agentic AI. Max speed of up to 5X faster; run agentic AI at a 3X lower cost than GPUs, unlocking cloud-scale inference economics. We’ve also planned a multi-year strategic collaboration with @intel &raised $350M+ from @Vista_Equity, Cambium Capital & @TRowePrice to scale manufacturing &cloud capacity. Learn more: bit.ly/4qUsx9F

@Bitcoin_Teddy Second Tuesday next week

Tom Lee said, "I think Bitcoin hits $180,000 by February 31."

@jxnssy15 For real. Why am I seeing this?

@XrpUdate So it wasn't used anywhere for anything?

💥 $XRP DAILY UPDATE 💥

@XrpUdate The bankers always win. They are the ones in control of the money.

🚨 BANKS VS. CRYPTO 🚨 Major banks restricting crypto transactions worldwide. 👇🏼

@saylor @EricTrump Want to see how volatile it all is? Buy it, it tanks 20%. Buy again.... Same. Dip in slowly. Never go in too big at once or it will rip you apart

“I’m a huge proponent of Bitcoin. I think it hits $1 million. I’ve never been more bullish.” — @EricTrump

@SVMickey_ @solana @Blockworks Man are they bleeding the price. 230+ to 82 bucks in several months. Where's the bottom?

@solana @Blockworks crypto spent years begging institutions to come. now they're getting their own Bloomberg terminal for Solana and people will still say there's no real adoption

Introducing Lightspeed. Crypto's first investor relations platform, built with @Blockworks for professional allocators and the Solana ecosystem. Get access here: lightspeed.vip

@cryptofergani Hope you're right. But it will sell off so fast because no one holds

BUY. ALTCOINS. NOW. The next 6-10 months will be lifechanging. Why? They will create more millionaires than ever. The market doesn’t slow down for comfort. It rewards those who move early and think fast. Comfort is the enemy of wealth. You can sleep later. This is the time to grind. Opportunities like this won’t come again. If you’re reading this, you’re not late. You still have time, But it’s running out. Make it happen. Don’t sit this one out. If you still haven’t followed me, you’ll regret it.

@Supermicro Nice. Go SMCI. You got this!!

Time is money, and that has never been truer in the age of AI. Supermicro + NVIDIA bring the most advanced AI platforms to market faster than others. Read all about it: hubs.la/Q0407nYP0 #Supermicro #VeraRubinPlatform #NVIDIARubin

@YYDSxjm On the chart after earnings It's bouncing slowly higher. Higher highs and higher lows. Too many calls and puts are destroying the price. But that's my thought.

$SMCI I do not believe the current price is real. Not for one second. It is a manipulated MIRAGE. An effort to try to handicap this company who is taking a major share in what is a ONE TRILLION DOLLAR JACKPOT. Think about it. 10.3B revenue guidance. Comes in at 12.7B. 49c EPS guidance. BLOWN AWAY with 69c. And a 17B dollar market value? In the HOTTEST sector of the market? With hundreds of billions and trillions in valuation for other companies? And this kind of earnings beat? And the forecasts? 40B 50B 60B coming. One trillion dollars in spending. And we have...this price? We have a SELL RATING from Goldman? Who goes..oh..OK! We'll raise the target price by 1.00!!!! Wooppee!!!!!!!!!!!!!!! 1.00? Folks. There's a WHOLE lot going on behind the scenes of this. A whole lot of FEAR about what SMCI is achieving. And charles said it. WE ARE TAKING A LOT OF BIG NEW CUSTOMERS. We are ripping their enterprise customers right out from under them. Stay long. Stay STRONG.

@XrpUdate Looks like Feb 5-6 was the bottom. We'll see.

Odelia Torteman, Director of Corporate Adoption at #XRPL Commons, confirmed in a recent interview at the Digital Assets Forum that major financial institutions, including #BlackRock, have expressed significant interest in the $XRP Ledger.💥‼️

@XrpUdate I'll buy more at 10 cents

🐋 MASSIVE $XRP WHALE MOVE! 125,000,000 $XRP (≈$177M) just transferred from one UNKNOWN wallet to another UNKNOWN wallet.🔥 Big money is moving behind the scenes… Are they loading up before the next move?📈