Are you getting sick of constant stock price updates on Blossom? My feed is filled with the same 20 tickers and a snap shot of it up or down and in a rare case, some supposed reason why. Are you posting up days? Why? Are you posting down days? Why? The reality is, constant stock updates are the investing equivalent of weighing yourself every 5 minutes. Drink a glass of water. You weigh yourself. You poop, you weigh your self. 🚨🚨🚨🚨 $AMZN is down 1.0% today!!! 🚨🚨🚨 $VFV is up 1.2% today! 🚨🚨🚨🚨 $SPCX is up 5... now 6, now 4, now 3.. Okay... and so what? Investors shouldn't be tracking price movements like I see on Blossom every day. Stop. It's UNHEALTHY and leads to INVESTING DISORDERS. Unless you're buying or selling today, that number is futile, vain and meaningless. What does it do? It likely grabs your attention and engagement on socials. It's likely creating an emotional response in you. And in the worst case scenario, it encourages you to confuse market ACTIVITY with PROGRESS and SUCCESS. The biggest danger is never that the market is moving... it moves every second the markets are open, year round, for all eternity. The biggest danger is YOU moving. There are countless studies on investor behavior and what makes the average retailer perform so badly. The studies show that checking stock prices every day makes it EASIER to panic, chase performance, sell low, buy high, and convince yourself that random market noise, future expected returns, analyst predictions etc is somehow meaningful to your investing success and you need to act on it. The market has rewarded PATIENCE for over a century now. Patience is a quality we all need and can improve upon. Your algo REWARDS your market anxiety with MoRE market anxiety creating content... So be careful what financial junk food you consume and what voices you surround yourself with . Your health and wealth are not rewarded buy consuming such content regularly. Stay safe out there investing friends 🙌👊
I am currently 47 years old. Unfortunately in that time frame I have lost a lot of family members. Some (most) were accidents, some to age, some to cancer, and one to suicide. That’s 11 deaths total. Only 1 person out of 11 had a will. When you are grieving the last thing you want to do is close an estate up. It’s even harder if nothing has been prepared in advance. After the initial shock of the death settles (the phase where everyone is usually nice), greed comes through in a most alarming manner. I’ve watched people turn into monsters. Make sure you have a will!!!! or people will fight.  I know most people hate thinking about their death or their spouses death but honestly it’s just a fact of life. I’ve personally been the executor of 2 estates now. This is my advice: 1. If your young get life insurance. If you’re retired it’s not worth it. 2. Make sure you have a will. 3. Make sure you have a personal directive. 4. Make sure you have a power of attorney set up. 5. If your married make your spouse the beneficiary of your TFSA and RRSP(has to be done through the account not the will), they will roll into the spouses account without taxation. 6. If you’re married, and you own a house, make sure both names are on the title, joint tenant, NOT tenant in common. This activates right of survivorship on property and doesn’t have to go through the estate. 7. If you’re married, both people should have their name on all the vehicles, joint, otherwise it’s a headache after death. 8. Buy a file folding system. I have a plastic one that has a clasp and handle. 9. Put EVERYTHING in this file folder that would be needed if you died tomorrow. a) all land titles B) information on house insurance so it can either be eventually canceled or name changed over. C) your will (or the location of your will),  power of attorney, and personal directive D) the information for your car, car insurance, and registration on vehicles. E) information on life insurance. F) all current year papers needed for filing your taxes. Because the survivor will have to do it and will need that information. G) where your household bills are. ALL OF THEM, electricity, gas, Netflix, magazine, subscriptions everything you can think of that is in their name. Because you are going to have to cancel them. H) their credit card information where to contact to cancel the cards I) birth certificate, SIN numbers, marriage, license, etc. J) information on all your investments accounts, bank accounts, etc. K) anything else you can think of for your situation If you’re married, I’d have one box per person. When you die, the funeral home will issue many death certificates. And your lawyer will give you copies of the will. These will be needed to change over any accounts. Everything else goes through the estate which is taxed and the lawyers take their fees so I’d avoid this as much as possible especially if you’re married. This is why having property in both people‘s names is so important because it doesn’t have to go through probate. I am widowed now and I have my black file folder and my two remaining children know if something happens to me, all they have to do is grab the folder. Everything they need to take care of my estate will be located in this folder. At the beginning of every year, I open this file up and go through everything to make sure it’s up-to-date. If you are young and do not own much or can’t afford a will, you can draft one up but it must be handwritten to be classified as a legal document. You cannot type it out!! If you’re not worth much, everything will most likely be sold to pay your bills and cover your funeral expenses. But you can state who your executor will be in your handwritten will.  Disclaimer I’m not a lawyer or an accountant and this is not legal advice. Talk to a lawyer and talk to an accountant. Make sure everything is set up for you and your situation. These are situations that I personally ran into. Good luck Also I’ll add in. IF you have a lot of assets make an appointment with your accountant first. They will tell you how to properly set things up. Then take that information to your lawyer.
American Express ($AXP) reported earnings Friday and market seemed a little disappointed by EPS growth being only +10% for the quarter. Stock was down -5% But the lag in EPS growth comes from the US Platinum revamp. All cardmembers are enjoying new generous perks already but annual fees increase from $695 to $895 (+29% !) are being rolled out starting January. So new costs are at 100% but amortized revenues from annual fees are only about ~40% on the new $895 higher fees. So this will get better each quarter for the next 3 quarters as all the catch up is made. Earnings call: Reading between the lines we see that management knows they'll hit easily their profits targets this year. And they have more capital to deploy than expected and choosing to use it to secure future growth as they won't need that much buyback to hit the mid-teens EPS growth target. So they didn't raise EPS guidance even if they see better results and revenues. They rather use that extra money to insure compounding continues instead of having a beat next quarter. It's really fun to see the CEO (41 years with Amex) and the CFO (30 years) being excited seeing everything aligning for Amex and appreciating the little golden age they will enjoy for the next years. At $324 now, they are trading at 18.5 GAAP p/e for 2026 mid-point guidance. Their long term EPS growth target is mid-teens. What I mean by everything is aligning perfectly for Amex: - People spending more on experience - Affluent getting more affluent - Travel loyalty program savviness getting mainstream - Credit card adoption + no fear in paying annual fees for value - Expending internationally
I’m looking to buy more $SOFI on a weekly basis at these levels too get more shares in my brokerage account to help me with my margins level in my account. When this stocks start going up it will inceasing my leverage . This will be amazing stocks but first it’s need rate cuts to help out there businesses
My weekly look at $SPY and $QQQ heading into the week — trend, volatility, and what's actually driving things right now. Not financial advice, simply how I look at the charts. 📺 youtu.be/nluAzyTW4QA
while AI stocks are down right now and inflation is up, we all have more red than green in our portfolios.... BUT SOMEHOW my dividends stocks fighting for the way up $O is up by 5.72% for past month $ENB is up 0.29% for past month $JEPI is up 0.68% $SPYI is up 0.06% $MAIN is up tp 6.11% for past month I know its not a crazy growth, but its still nice to see those green lines up 💚
This is interesting. I was just about to rotate a decent amount of money into $ZBAL or $XBAL in anticipation of the Japanese Carry Trade unwinding over the next few months but bonds will be a huge mistake. Key Take Aways: 1. The Nasdaq will get hit exceptionally hard; as Japanese’s money is heavily invested in tech. 2. Bonds will get hit hard as the bond market will undergo turmoil as Japanese Dollars pull out American Bonds and the USA Stock Market; 3. The USA dollar will get hit hard; however, big American multinational companies that trade in multiple currencies will see an increase in profits benefiting from a weaker USD; 4. Leveraged traders will get wiped out; Felix says to get rid of all margin; 5. Money will flee, looking for protection in: I. Gold; II. Non-Tech stocks (think $SCHD) and III. International Stocks. 6. This will not happen all at once, it will happen gradually over the next few months until the bomb goes off all at once. 7. The Japanese government has spent 75 Billion Dollars trying to prevent this to no avail. 8. It is not just Japanese business and retail involved in the Japanese Carry Trade but international businesses and Hedge Funds. So this will be a magnified explosion. 9. Now is a time to hold a decent amount of cash ready to deploy in a 25-35% market crash - while I was going to deploy to $ZBAL, I will continue my $750 weekly buys but start setting aside another $5000 a month into dry powder. When others are crying, I’ll be buying. https://youtu.be/y-xEgwD_EE4?si=PwFVE7q_51ELzJ7I
Congratulations to Jared on achieving the rising star award. We finally met in person today and he definitely made my experience super enjoyable! Thanks Jared you deserve it!!
One of the best parts about the Blossom community is how open everyone is sharing knowledge and experiences. To make things easier for anyone just starting their investing journey, here’s a simple glossary to help understand and simplify various terms. Common Terms: Dividend: A share of a company’s profits paid to shareholders, usually quarterly. Ex-Dividend Date: The cutoff date by which you must own a stock to receive its next dividend. ETF (Exchange-Traded Fund): A fund that holds multiple stocks or bonds, traded like a single stock. Covered Call ETF: An ETF that owns stocks and sells call options to generate extra income (higher yield, limited / capped upside). Earnings Report: A company’s quarterly financial performance summary. EPS (Earnings Per Share): A company’s profit divided by its number of shares. Market Cap: A company’s total value (share price × number of shares). ACB: The total amount you’ve paid for an investment, including the purchase price plus any fees or commissions. Book Value: The value of a company according to its financial statements (assets minus liabilities). Yield: Annual dividend as a percentage of the stock/ETF price. Liquidity: How easily an asset can be bought or sold without impacting its price. Volatility: The degree of price fluctuations in a stock or market. Index: A benchmark of stocks (e.g., S&P 500, Nasdaq, TSX). Bull Market: A period of rising stock prices and optimism. Bear Market: A period of declining stock prices and pessimism. False Breakout: When a stock’s price moves above (or below) a key level, making it look like a new trend is starting, but then quickly reverses back. P/E Ratio: Price-to-earnings ratio (stock price ÷ EPS), used to assess valuation. Blue Chip: Well-established, financially strong companies with a track record of stability. Diversification: Spreading investments across assets to reduce risk. Broker: A platform or firm that facilitates buying and selling investments. Limit Order: An order to buy/sell a stock at a specific price or better. Market Order: An order to buy/sell a stock immediately at the current market price. Bid/Ask Spread: The difference between the highest price buyers offer and the lowest price sellers accept. Dollar-Cost Averaging (DCA): Investing a fixed amount regularly to reduce the impact of market swings. Capital Gain/Loss: Profit or loss from selling an investment for more/less than its purchase price. IPO: When a company first sells shares to the public. Index Fund: A fund designed to mirror the performance of a market index. Short Selling: Selling borrowed shares, hoping to buy them back cheaper. Margin: Borrowing money from a broker to buy investments, which amplifies gains and losses. Margin Requirement: The minimum amount of your own money (equity) you must maintain in a margin account to open or keep a leveraged investment position. Margin Call: A demand from your broker to deposit more funds or sell assets because your account equity has fallen below the required margin level. Time Horizon: The length of time you plan to hold an investment before needing the money. Short horizons = more risk-sensitive, long horizons = more room to ride out volatility. Stock Split / Reverse Split: A split increases the number of shares (e.g., 2-for-1) while lowering the price per share. A reverse split reduces the number of shares (e.g., 1-for-10) while raising the price per share. Your overall value doesn’t change just the math. Long (Being Long): Buying a stock or asset because you expect the price to go up. Short (Being Short): Selling a stock you don’t own because you expect the price to go down, so you can buy it back cheaper later. TER: The total yearly cost of owning a fund, including the management fee plus other costs like administration, audits, and legal fees. MER: The annual cost that a fund charges for management (includes any leverage costs if used). Management Fee: A portion of the MER that goes directly to the fund managers for running the fund. Withholding Tax: A tax deducted on dividends/distributions from foreign investments (e.g., U.S. dividends to Canadian investors face a 15% withholding in TFSA/Non-Registered accounts). Total Returns: The full picture of an investment’s performance, including both price gains and dividends/distributions. CAGR: The average yearly growth of an investment over time. NAV: The price of one share of a fund (stock or etf) NAV Depreciation: When the fund’s share price goes down over time. Mutual Fund: A pool of money from many investors used to buy a mix of stocks, bonds, or other assets. Bond: A loan you give to a company or government, and they pay you back with interest. Asset: Anything valuable you own that can generate money. Portfolio: Your collection of investments. Option: A contract that gives you the right (but not the obligation) to buy or sell a stock at a set price. Future: A contract to buy or sell something at a set price on a future date. REIT: A company that owns real estate and pays investors income from rent. Alpha: A measure of how much better (or worse) an investment did compared to the market. Beta: A measure of how much an investment moves compared to the market. Sharpe Ratio: A way to see if returns are worth the risk taken. Hedging: Protecting your investments from risk. Rebalancing: Adjusting your portfolio back to your target mix of assets. FCF: Free Cash Flow Understanding these terms makes investing far less intimidating. If anyone feels other terms should be included, please share in the comments. I’ll update this post so we can build a complete beginner-friendly resource together! *Sorry tagged a few etfs for reach 🫣
"Investing $50 a month isn't enough to make a real difference." This single thought keeps millions of people broke. They think if they can't drop thousands of dollars into the market at once, there's no point in starting at all. So they spend that $50 on takeout and coffee instead. Here is the truth: $50 builds the habit. The habit builds the discipline. The discipline builds the portfolio. You don't wait until you have a massive stack of cash to start investing. You start small today so you can have that stack tomorrow. $VOO$QQQM$XEQT$SCHD
Oracle seems to be flashing both bullish and bearish signals at the same time. On the one hand, Oracle is a fundamentally strong company and is being supported by unusual bullish option flows within the year. On the other hand, some of the technicals (see chart) show extremely bearish outlook - 1. Price is below every major EMA (20, 50, 100, 200) 2. MACD is still below the zero line and has rolled over again. 3. Heavy selling volumes into the decline. Wait, but even the technicals are not as clear - 1. RSI is around 27, which is oversold. 2. Price is sitting around the strong support of $115 The failed rally followed by distribution suggests a bearish outlook, the fundamentals, the institutional bets and rsi suggests a base of forming. Ths one has me confused if there even is a point in looking at ORCL. Those who hold the stock or are planning to enter, what's your thesis? Am I overthinking this one?
Two months ago I had a conversation with a new recruit about investing. (The reason I even started investing was because my field coach at work taught me, so I try to pass it on now to more junior members) He was young, had his whole career ahead of him, and I was explaining why your 20s are such a powerful time to start investing. Every dollar invested early has decades to compound. His response was, "I need to make more money first." Then about six weeks later, I found out he bought a brand-new $75,000 Toyota Tacoma on payments. To be clear, this isn't a post about car payments. Buy what makes you happy if it fits your priorities. It's about opportunity cost. Most people think they need a higher income before they can invest. But somehow they're comfortable committing hundreds or even over a thousand dollars every month to a depreciating asset. Imagine if even a portion of that payment was going into index funds instead. The biggest advantage young people have isn't a high salary. It's time. The dollars you invest in your early 20s often become the most valuable dollars you'll ever invest because they have 30-40 years to compound. You can always buy the nicer vehicle later. You can never buy back the years of compounding you gave up.
All I see now is people saying $SOFI is worth nothing. Meanwhile… • Revenues up 41% YoY • Members up 40% YoY • Soaring up the most downloaded apps on App Store It’s not a broken company but instead a broken stock… 2027 has many catalysts for Sofi, S&P 500 inclusion is inevitable if they continue to grow at this clip while meeting requirements Rate cuts are likely, upping consumer spending & loans on Sofi You can buy this stock for $16 (-50% from ATH) and at a forward P/E of 22x, giving it a PEG of only 0.55x I’m going continue buying here, are you?👇
What I always loved about this platform is the supportive spirit , willingness to help, selfless knowledge sharing and the constructive feedback loops. This week I saw an ugly side I didn’t like and I’m going to speak out about it! It’s the lack of empathy and the dancing on the misery of others. I can understand and appreciate when someone celebrates winning big, but what I can’t stomach is the glee, gloating and cheering when a name someone believed in gets cut in half. Mocking a losing position isn’t educational, giving people constructive feedback on how to understand what went wrong is. Every single one of us has been on the wrong side of a trade and the market humbles all of us eventually. Please remember kindness is free, but is a real compounder. Let’s all do better blossom, the market is the real enemy 😊
I get asked all the time why my portfolio is so concentrated and “risky.” I’m 22 years old. I have a long time horizon, and I’m willing to take more risk on growth companies I believe are changing their industries. $SOFI is changing financial services. $OSCR is trying to modernize health insurance. $ZETA is building an AI-powered marketing platform. $NOW is becoming a central operating system for enterprise workflows and AI. Then I have more speculative positions like $SNAP and $FUBO, where the upside could be significant if execution improves. A large portion of my portfolio is still sitting in $AMD, one of my highest-conviction long-term holdings. But the portfolio is not only speculation. $AMZN, $BN, $UBER, $NFLX, and $NOW give me exposure to proven businesses with strong competitive positions and long-term compounding potential. It may look risky from the outside, but every position has a role. I’m not trying to build the safest portfolio possible. I’m trying to build the portfolio that makes the most sense for my age, risk tolerance, and long-term goals.
Iran says it has halted retaliatory strikes against the US On the other hand, Trump ordered the US Military to ALSO not carry out planned strikes on Iran Friday night, despite previously approving the strikes, - Axios. Weekend tech $QQQ up nearly +1%.. Futures in 5 hours!
Everyone says invest in the S&P 500. But nobody tells you there are different ways to do it and the one you pick actually matters. Same index. Same 500 companies. Completely different costs and structures depending on where you invest. Here is the simple breakdown. Fidelity investor - FXAIX at 0.015% mutual fund which means you can invest exact dollar amounts automatically every month. Perfect for anyone dollar cost averaging on a schedule. Vanguard investor - VOO if you want an ETF or VFIAX if you want a mutual fund. Both are 0.03% to 0.04% and among the most trusted funds in the world. Warren Buffett's personal recommendation. Everyone else, VOO or IVV. Both 0.03%, Both available at any brokerage. Both excellent. Flip a coin. Active trader, SPY. The original ETF launched in 1993 with the tightest bid-ask spreads and the deepest options market anywhere. Higher cost at 0.0945% but worth it if you are trading frequently. Do you want lower cost than SPY with the same provider, SPLG charges just 0.02% and tracks the exact same index. Do you want to reduce mega-cap concentration risk, RSP weights every S&P 500 company equally instead of by market cap. Higher cost at 0.20% but gives you more exposure to smaller companies when mega-cap tech dominates. The most important thing is not which one you pick. It is that you pick one and start.
Micheal Burry has added to his short positions: $MU - $935 $NVDA - $210 Can’t lie, he’s been on a roll with his picks this year but these 2 names are no where near to be shorted whatsoever.. Time will tell as my dawg Dany says!
Since so many people ask how to invest in this sector, or this country, or this asset, I’ve decided to make a comprehensive guide on how you can invest in specific areas. This is NOT portfolio advice, simply information about tickers that you can research yourself. Save this for later so you have a list of ETFs to come back to! Canada: $XIU$XIC$ZCN All expose you to the TSX in Canada. These ETFs consist of all top Canadian companies and access to our national stock exchange. $VCB$VGV$VLB$VAB$VSB$VSC$XBB$XCB Expose you to Canadian bonds; whether it be long-term, short-term, corporate, government, etc. $VDY$XEI$CDZ Expose you to Canadian dividend companies $XRE$ZRE$VRE Give access to Canadian REITs $ZEB$XFN$RBNK Lets you buy the Canadian banks USA: $VFV$ZSP$XSP$XUS$HXS Lets you buy the S&P 500 (learn about hedged vs. unhedged in my other post) $XQQ$HXQ$ZQQ All give you access to the NASDAQ 100 $IWR$VO$VOE$VOT$IJH$SCHM Lets you buy US Midcaps $IJR$IWM$VB$VBR$VBK$SCHA Lets you buy US Smallcaps $DIV$SPYD$RDIV$DHS$VIG$SCHD$VYM$DGRO$SDY Give access from small to high dividend US companies $VTI$ITOT Lets you buy the whole US market $TLT$IEF$VGIT$GOVT$SHY$VGLT Give access to US bonds $XLC$XLY$XLP$XLE$XLF$XLV$XLI$XLB$XLRE$XLK$XLU All give you access to each sector in the S&P such as financials, energy, healthcare, etc. International: $XEQT$FEQT$VEQT$ZEQT Give you an all-in-one exposure to Canada, US, emerging and global markets. $VEA$IEFA$SCHF$SPDW$EFV$EFA Give access to general international exposure $EWJ$EWU$EWC Gives direct access to developed international countries $INDA$MCHI$EWT$EWY$EWZ$EWW$EIDO$EWM Gives direct access to emerging international countries Assets: $KILO$PHYS$CGL Let’s you buy gold directly through ETFs $SVR$HUZ Let you buy silver through ETFs Savings/Interest: $CASH$HISA$PSA$HSAV Access to Canadian savings and interest payments $HSUV-U $PSU-U $HISU-U Access to US savings and interest payments There’s so many ETFs I didn’t go into with dozens of categories, but this should give you some basic starting point to look into your ETF investments. This is simply the starting point, when choosing your investments always research the ETFs, what they provide to you, their fees, your goals, your risk, and what you’re looking to get out of investing. As always do your research and happy investing! Subscribe to the newsletter: relatablefinance.substack.com
The AI boom is often discussed through companies like Nvidia ( $NVDA ), Microsoft ( $MSFT ) , Google ( $GOOGL ), and $META . However, the bigger story is the massive infrastructure being built underneath artificial intelligence. AI models require enormous amounts of computing power, electricity, networking equipment, memory, and data-center capacity. Right now, demand for these resources is growing faster than companies can build them. This suggests that the AI infrastructure cycle may still be in its early stages. The World Is Compute-Constrained The biggest limitation in AI today is not a lack of ideas or customer demand. It is the limited availability of high-performance computing capacity. Cloud companies and AI developers need more GPUs to train models and run inference. Hyperscalers such as Google, Microsoft, Amazon, and Meta are spending tens of billions of dollars expanding their AI infrastructure, yet many still report capacity constraints. This creates a strong environment for companies involved in: -GPUs and AI accelerators -Data centers -Advanced semiconductors -Memory and networking -Cloud computing -Electricity generation and storage -Nvidia Is Building More Than Chips Nvidia remains at the center of the AI infrastructure cycle, but its advantage goes beyond selling GPUs. The company provides complete systems that combine chips, networking, software, cooling designs, and data-center architecture. This makes Nvidia more like the operating system of the AI infrastructure ecosystem. Its next-generation Vera Rubin platform is expected to offer major improvements in performance and energy efficiency. As AI models become larger and inference demand increases, customers may continue upgrading to newer Nvidia systems even when the price of each rack rises. The key metric is no longer just the price of the GPU. It is how many AI tokens a system can generate per second while using the least amount of power. Neo-Clouds Could Become Major Players Specialized AI cloud companies such as CoreWeave ( $CRWV ) and Nebius ( $NBIS )are also becoming important. These companies focus heavily on GPU-based computing instead of offering every traditional cloud service. Their main advantage is that they can deploy AI capacity faster and provide specialized infrastructure for companies that cannot secure enough computing power from larger cloud providers. CoreWeave appears to be the more direct infrastructure investment because of its rapidly expanding power capacity. However, its high debt and capital requirements create significant risk. Nebius offers more software exposure and owns stakes in other technology businesses. This may provide more diversification, but it also makes the investment thesis less focused. These companies could benefit enormously if demand remains strong, but they are also higher-risk investments because they require constant financing and heavy capital spending. Hyperscaler Spending Is Driving the Cycle Google, Microsoft, Amazon, and Meta are all increasing spending on AI infrastructure. This benefits not only Nvidia but also $AMD , $TSM , memory producers, networking companies, energy providers, and data-center operators. The important point is that this spending is not limited to one quarter. Many of these companies are planning infrastructure projects that could continue through the end of the decade. Investors should closely watch: -Capital-expenditure guidance -Cloud revenue growth -AI infrastructure utilization -Data-center construction -Power availability -Advanced chip packaging capacity As long as AI revenue continues growing and computing capacity remains limited, hyperscalers are likely to keep spending aggressively. Power Could Become the Next Bottleneck AI data centers consume enormous amounts of electricity. Even when companies can buy enough GPUs, they may struggle to secure enough power to operate them. This creates opportunities in renewable energy, nuclear power, battery storage, grid infrastructure, and distributed energy systems. In the future, the winners of the AI boom may not only be the companies producing the best chips. They may also be the companies controlling electricity, cooling systems, networking capacity, and available data-center land. The Main Risks The AI infrastructure thesis is strong, but investors should not ignore the risks. The biggest risks include: Excessive debt among data-center companies Slower AI monetization Overbuilding of infrastructure Falling GPU rental prices Regulatory restrictions Power shortages Higher interest rates Rapid technological changes Some companies may benefit from the AI boom without generating attractive returns for shareholders. Revenue growth alone is not enough. Investors must also study margins, free cash flow, debt, customer concentration, and capital intensity. Final Thoughts The AI infrastructure boom appears to be much larger than a normal technology upgrade cycle. Nvidia, hyperscalers, neo-clouds, chip manufacturers, networking companies, and energy providers are all participating in the same multi-year buildout. The biggest opportunity may not come from predicting the next popular AI application. It may come from identifying the companies providing the computing power, electricity, chips, networking, and data centers that every AI company needs. The AI boom is not only a software story. It is an infrastructure story. Thank you for reading, and I hope you have an amazing weekend.
I’m thinking about swapping DGRO for SPMO in my long-term portfolio and wanted to hear what you all think. Current ETFs: * $VOO * $QQQM * $SMH * $DGRO I’m considering replacing $DGRO with $SPMO because I like the momentum strategy and I’m aiming for higher long-term growth. My investment horizon is 25–30+ years, and I contribute consistently every week. Would you make the swap? Why or why not? For those who own SPMO, how has it fit into your portfolio? Do you think it’s a better complement to VOO, QQQM, and SMH than DGRO, or am I giving up too much dividend growth and stability? I’d love to hear your thoughts before I make a decision. (ROTH account)
Data center demand is expected to nearly quadruple to 194 GW by 2035 as AI scales across more users, more tokens per user and more compute per token. Here are some of my favorite names positioned to benefit: 1. $TSM foundry manufacturing the accelerators, custom chips & networking silicon that nearly the entire AI buildout depends on. 2. $VRT liquid-cooling leader benefiting as rack density rises & AI systems require increasingly advanced thermal management. 3. $NVDA & $AMD accelerator duopoly at center of AI buildout with Nvidia's Vera Rubin entering full production & AMD’s Helios rack-scale systems emerging as a credible second source. 4. $MU & $SKHY memory engines of the AI era with HBM content scaling on every rack with data center margins above Nvidia's at segment level while suppliers themselves forecast shortage running into 2030. 5. $AVGO & $MRVL custom-silicon backbone, designing accelerators, networking chips & hyperscaler ASICs that capture more content across every AI rack. 6. $CRDO & $ALAB high-speed connectivity layer supplying the interconnect that lashes thousands of accelerators into one fabric 7. $OKLO & $SMR next-gen nuclear frontier with Oklo building the "local power plant" targeting microreactors beside data center campuses & NuScale developing larger modular reactors for utility-scale power. 8. $BE, $CEG & $VST provide power behind the AI buildout with Bloom delivering onsite fuel cells that bypass grid delays while Constellation & Vistra supply large-scale nuclear, gas & storage capacity to hyperscalers. 9. $LITE, $COHR & $AAOI optical layer benefiting from the transition from 800G to 1.6T with Lumentum & Coherent as components suppliers Nvidia took equity stakes in to secure next-generation optics capacity while AAOI is ramping U.S.-based 800G transceiver production for hyperscalers. 10. $ASML, $AMAT, $LRCX & $KLAC form equipment layer behind every new fab & packaging line with ASML’s EUV monopoly as ultimate chokepoint & Applied Materials, Lam & KLA supplying the deposition, etch & inspection tools required for every capacity expansion.
$MU is back in the green, building on last week’s bounce as buyers step back into AI memory names. The fear-driven pullback looks more and more like a reset, not the end of the trend. Analysts remain bullish as demand for HBM and AI memory continues to strengthen, with improving memory pricing adding another tailwind. If you bought the dip last week, you’re already seeing why patience pays. This still feels like the early innings. WE ARE GOING WAY HIGHER. 🚀
After a few hours sleep 😴 we’re back to the Roger’s Centre to finish setting up. 2000 tickets sold. Total sell out. Sponsors have gone CRAZY this year you’re going to see some amazing activations, get some super cool swag and hopefully have a blast. Can’t wait to see you guys!! @jennica@annika @brandon
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