For sure. I think Google is gonna win the AI race. They have the free cash flow, so they don't have to leverage the entire value of the company against a loan to spend, like Oracle or openai etc. They also have cutout the middleman with tpus. And they e already embedded Gemini into the most widely used search engine in the world So they have the highest chance of profitablity, and it's not close. I just think all these companies are in the penalty box until they demonstrate that profit. The semis, those companies can show us the profit. They can show us the order books. The implementors, they have to demonstrate that they can use these semis to make a buck. But goog is the place to be. I'm also extremely interested in meta if it gets to 500 or lower.

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it's like the drunks at the horse track yelling incoherently over the rails during the race

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When I started 30+ years ago I was in debt. Bigly in debt. Mortgage, student loans, cars, children, you know- "the American dream." Why do they call it that? Because you have to be asleep, to believe it. But SPP and ESPP, and stock grants at Intel, got me started. We saw a financial advisor and the biggest lesson was the time value of money. To put it another way, chart goes up and to the right. I've missed a lot of the semi runs past couple years. But got involved early with crypto- wouldn't recommend that now, but that's what made the accounts big. If you're under 30, hell under 40, DCA. Do that whether you gamble or not. I'm just south of retirement and without a doubt, that idea of the time value of money is a gazillion percent true. Stay away from options unless you REALLY know what you're doing. Find a strategy that will give you a Sharpe ratio above 2. Slow and steady wins this race- keep your R/R under control. Don't trade on emotion - leave that shit at the door. Find the A+ entries, have a plan, and stick with the plan come hell or high water. Know where your entry is, and where your exit is on both sides (set a TP and a SL). Trading should be boring as fuck. It should be mechanical, it's just numbers. No vibes, no emotion, just facts and figures.

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Watching the nascar race with all the 250 anniversary army promo with anduril is funny because they once again lost to some sheep farmers

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