Life lessons from older Americans
Anyone investing heavily this year??
- Thread starter rph2005
- Start date
cheers brother!Gentlemen..... It's been an honor losing money with ya'll
....wait up!
The dollar lost some value today.
South Korean crypto firm accidentally sends $44 billion in bitcoin to users
The move triggered a sharp selloff on the Bithumb exchange. The company apologized for the mistake.
JL Goes International, and to ETFs...... Oh my!
Photo by siamak poorjam on Unsplash Sometimes we do things that seem minor to us but somehow create a stir in others. So it seems with a couple of, to me, minor adjustments I recently made to the Collins portfolios. If you care, here’s the scoop. Adding International A couple of weeks...
jlcollinsnh.com
I was looking at this one last year, but never got in. The company is in some shit now, announcing an accounting audit and CFO getting booted.Kyndryl ($KD) earnings miss. I've been eyeing this one for a position.
Hyperscaler Revenue
Trading is down significantly due to the following factors:
- For Q1 FY 2026 (quarter ended June 30, 2025), hyperscaler-related revenue reached $400 million, representing a robust 86% year-over-year increase, up toward the company's $1.8 billion annual target in FY 2026
- Revenue Miss vs. Expectations
- Total Q1 revenue was $3.74 billion, below the consensus estimate of approximately $3.83–3.87 billion. While flat on a reported basis, it fell 2.6% in constant-currency terms
- Soft Revenue Guidance
- Kyndryl reaffirmed its fiscal 2026 guidance: ~1% constant-currency revenue growth and adjusted EBITDA margin of 18%. However, the midrange revenue guidance of **$3.81 billion** still trails analyst expectations of ~$3.87 billion
- Investor Sentiment
- Despite strong earnings (adjusted EPS $0.37 vs. expectations ~ $0.32–0.36), the market is reacting more to the weak top-line performance than to margin gains. Shares are down roughly 10–13% after hours and into pre-market trading
Starter position limit order at $28. If I miss it, oh well.
Stock is down to $11 overnight. I know SMCI hasnt recovered from their accounting scandal, but I'm still going to look into this one. I'll let you all know if I buy in at these levels.
I just saw ASST did a 1:20 reverse split on 2/6. I'm going to short this shit back down to $1.
I hate that dude.
I had 1000 shares before the reverse...I may go with you..I need to at least break evenI just saw ASST did a 1:20 reverse split on 2/6. I'm going to short this shit back down to $1.
I hate that dude.
Family, what are your thoughts on OpenAI going public end of this year?
OpenAI - ChatGPT hasn't proven to be profitable up till now.
There is talk of ads for ChatGPT which will generate revenue.
OpenAI is eyeing an initial public offering before the end of the year, hoping to beat rival artificial-intelligence startup Anthropic to the punch, the Wall Street Journal reported late Thursday.
Citing sources familiar with the matter, the Journal said OpenAI, the maker of ChatGPT, is holding informal talks with bankers and laying the groundwork for an IPO in the fourth quarter.
OpenAI, currently valued around $500 billion, has accelerated its fundraising, reportedly hoping to raise up to $100 billion, while Anthropic, which makes the Claude chatbot, is said to be looking to raise about $20 billion.
Separately Thursday, the Journal reported that Amazon is in talks to invest up to $50 billion in OpenAI. And Japan’s SoftBank is reportedly considering investing up to $30 billion in OpenAI.
Both OpenAI and Anthropic have been bleeding money, losing billions of dollars annually as they race for the upper hand in the fast-growing artificial-intelligence field. Anthropic hopes to break even in 2028, while OpenAI doesn’t foresee turning a profit until 2030, the Journal reported in November.
All of that could make 2026 a huge year for IPOs; Elon Musk’s SpaceX is reportedly aiming to go public as soon as June, and Anthropic is also reportedly hoping for a public offering before year’s end.
OpenAI - ChatGPT hasn't proven to be profitable up till now.
There is talk of ads for ChatGPT which will generate revenue.
OpenAI is eyeing an initial public offering before the end of the year, hoping to beat rival artificial-intelligence startup Anthropic to the punch, the Wall Street Journal reported late Thursday.
Citing sources familiar with the matter, the Journal said OpenAI, the maker of ChatGPT, is holding informal talks with bankers and laying the groundwork for an IPO in the fourth quarter.
OpenAI, currently valued around $500 billion, has accelerated its fundraising, reportedly hoping to raise up to $100 billion, while Anthropic, which makes the Claude chatbot, is said to be looking to raise about $20 billion.
Separately Thursday, the Journal reported that Amazon is in talks to invest up to $50 billion in OpenAI. And Japan’s SoftBank is reportedly considering investing up to $30 billion in OpenAI.
Both OpenAI and Anthropic have been bleeding money, losing billions of dollars annually as they race for the upper hand in the fast-growing artificial-intelligence field. Anthropic hopes to break even in 2028, while OpenAI doesn’t foresee turning a profit until 2030, the Journal reported in November.
All of that could make 2026 a huge year for IPOs; Elon Musk’s SpaceX is reportedly aiming to go public as soon as June, and Anthropic is also reportedly hoping for a public offering before year’s end.
Netflix’s stock price dropped to $75 today, and I ended up buying a few shares.
All of these IPOs will be massively popular. I can see people exiting their current positions just to buy in. Both OpenAI and Anthropic would be great for market volume, but I foresee a lot of chasing and losses for all involved. I'd consider buying into an EtF that covered GenAI models. Power grid / infrastructure plays should do well if AI demand continues to ramp up.
GenAI has its place, but I'm leaning towards niche/field/specialty focused LLMs to be more lucrative.
As for the telsa conman, he is running a ponzi scheme. Twitter bleeding money -> merge with xAI (because it HAD funding) -> xAI bleeding money -> merge with SpaceX (because it has funding & an IPO brewing) -> SpaceX making some money, but Starship is hemorrhaging and highly inefficient. The Mars mission won't return any money to investors and hurt the IPO, so HEY lets change the focus to something more believable... The Moon.
He needs to do something because the rose colored future he sold to Tesla investors is evaporating a little more every quarter thanks to BYD and other Chinese EV companies. The robo taxi is a joke. He can't sell enough cars, so he decided to shift gears to ROBOTS?!?!. China dog walking him in that arena too.
/rant
Dope analysis!!!
Truly appreciate your perspective!
This...
I love it..
Reevaluate your positions and if the target is still the same keep moving forward..
FACTS! Long term investors love it lol
They want to take down pension funds so everyone would be destitute.
Where did u get that from? y u say that?
Their actions are of they’re trying to trash the economy. If you’re any decent nation-state that provides a basic educational system, their AI would be revealed for what it is. The Chinese were the first sign. The second one was this week. Paul Volcker used Labor as his Babayaga and Americans fell for it because Americans are racist. With unions on their deathbed, all you have to do is pump the public on how AI can add 9 inches to your girth to get “investors” to see your product. And they’re planning on using the economic turmoil as an excuse like they did during the economic crash of the 1870s to begin the rollback of the Reconstruction Era.
Break that down. Dont sell and hold your positions for when they bounce back?
Same.
Microsoft is near the 200 week moving average (red line). It bounced around this line 3 times since Oct. 2022. I will increase my buys to a full share a week while its down here.
Goals differ, but in my case I apply this by looking at my positions - If the fundamentals of the company hasnt changed, then the market's sell off (or volatility) doesn't matter. The stock is just on sale. Stay the course and keep long term investing.
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