Rants and WTF are you talking about and Coronavirus!

[Ararat]

I follow Warren Buffets strategy of max 5 stocks.

Dude,

Berkshire Hathaway owns much more than 5 stocks.

Too much diversification only dilutes your best picks.

Or saves your worst picks. It's for a reason that global index funds are the safe choice.

[Pistons]

I saw our resident cccp wannabe agent post3 d a screenshot of his trades a year or two ago. Can you repeat that with your Intel holding since 2015?

[Pistons]

Oh probably something to do with Intel doubling from 2015 to 2020 with an additional 2.5 to 3.5 dividend yield, up to as much as 5% in late quarter of 2022, meanwhile reinvesting dividends and adding more to my my position when buying recent post pandemic crash, all amounting to an 11% annual rate of return the stock crashing 2 years ago and still besting the S&P500. So there's that.

Poor people look to pick hot stocks. People with actual capital have diverse portfolios that absorb down turns and profit during recoveries. You would know that if you understood simple compound interest and weren't an internet fraudster who desperately tries to con people into thinking that he is anything but worthless.

Key Red flags:

1. Only disclosing wins but never losses.

2. Ugly, broke guy who claims to date super models.

You just googled all that? LOL!

I follow Warren Buffets strategy of max 5 stocks. Too much diversification only dilutes your best picks. Given I wrote here when I bought and sold Adobe, as well as writing here when I bought, and just yesterday increased in Intel (at 46.94) suggests I'm not hiding any losses. Since you would know.

Never said anything about a supermodel, but she was prettier than most supermodels. I can say the same about alot of FKK girls.

[Escape Artist]

Why would you hold intel since 2015? That says it all about your intellect.

By the way, I just chipped in a bit more now at the dip.

Oh probably something to do with Intel doubling from 2015 to 2020 with an additional 2.5 to 3.5 dividend yield, up to as much as 5% in late quarter of 2022, meanwhile reinvesting dividends and adding more to my my position when buying recent post pandemic crash, all amounting to an 11% annual rate of return the stock crashing 2 years ago and still besting the S&P500. So there's that.

Poor people look to pick hot stocks. People with actual capital have diverse portfolios that absorb down turns and profit during recoveries. You would know that if you understood simple compound interest and weren't an internet fraudster who desperately tries to con people into thinking that he is anything but worthless.

Key Red flags:

1. Only disclosing wins but never losses.

2. Ugly, broke guy who claims to date super models.

[Pistons]

I mean why even bother debating someone who ignores simple concepts and focus on irrelevant points. Criticism at hand: boasting about intel's monthly gains during a month where several entire Semiconductor ETFs outperforms the stock is completely asinine. You asset didn't even outperform the broad sector and you boast about something literally a monkey got right.

At no point did I say Intel wasn't a good investment. Please buy intel, I've owned it since 2015. But was I so cringe as to selectively boast a stock pick while patting myself on the back while at the same time not realizing that I didn't even beat the broad based collective of similar assets.

Insults just don't quite hit as hard when they're dyslexic! In their insults. ETF / EFT, CCP / CCCP. It's like being insulted by a kid with a speech impediment. Too busy laughing at you for any insult to actually land.

Why would you hold intel since 2015? That says it all about your intellect.

By the way, I just chipped in a bit more now at the dip.

[Escape Artist]

While it is very doubtful that this lying CCP shitbug owned Intel or any other stock in 2015 or since then, even taking his own words at face value, Intel went up 60% or a bit higher since 2015 while SMH is up 5 to 6 times in that period, depending on the exact dates of his purchase.

That said, I'd bet anything this CCP dungworm hasn't owned anything for 8 years. His entire history screams otherwise. The paycheck to paycheck living, lack of any housing ownership, contract job (which he conveniently covered up as being locum tenens nursing), desperate bets on dogecoin, losing 60% in 2022, having to sleep in rental cars to save on hotel bills, are all indicative of an unstable, fincnancially insecure retard. Gambling is an intrinsic trait of the repressed CCP culture and this MurseshitBing fits that to a T. He spends whatever he saves up for a few months on tutes in DE and hauls his sorry ass back home broke and feeling like a shit.

LOL, this guy. So obsessed and triggered by me, some random dude on the internet, for over 3 years while arguing some random point because he's such a spaz and argues a point no one was making. The rest, same same rambling, mad lib blah blah.

Gives repressed liberal who really votes for Trump in secret vibes.

[Pessimist]

I mean why even bother debating someone who ignores simple concepts and focus on irrelevant points. Criticism at hand: boasting about intel's monthly gains during a month where several entire Semiconductor ETFs outperforms the stock is completely asinine. You asset didn't even outperform the broad sector and you boast about something literally a monkey got right.

At no point did I say Intel wasn't a good investment. Please buy intel, I've owned it since 2015. But was I so cringe as to selectively boast a stock pick while patting myself on the back while at the same time not realizing that I didn't even beat the broad based collective of similar assets.

Insults just don't quite hit as hard when they're dyslexic! In their insults. ETF / EFT, CCP / CCCP. It's like being insulted by a kid with a speech impediment. Too busy laughing at you for any insult to actually land.

While it is very doubtful that this lying CCP shitbug owned Intel or any other stock in 2015 or since then, even taking his own words at face value, Intel went up 60% or a bit higher since 2015 while SMH is up 5 to 6 times in that period, depending on the exact dates of his purchase.

That said, I'd bet anything this CCP dungworm hasn't owned anything for 8 years. His entire history screams otherwise. The paycheck to paycheck living, lack of any housing ownership, contract job (which he conveniently covered up as being locum tenens nursing), desperate bets on dogecoin, losing 60% in 2022, having to sleep in rental cars to save on hotel bills, are all indicative of an unstable, fincnancially insecure retard. Gambling is an intrinsic trait of the repressed CCP culture and this MurseshitBing fits that to a T. He spends whatever he saves up for a few months on tutes in DE and hauls his sorry ass back home broke and feeling like a shit.

[Pessimist]

Ick, no rizz. Dorky dad, new balance, cargo shorts vibes.

Whatever you say, dumb CCP shit. Pushing mid 40's, broke, shame to his immigrant community, spending his last buck on a few cheap tutes and sleeping in rental cars. What a miserable life!

[Escape Artist]

Avoiding the question? I do keep typing so fast that F gets ahead of T, but you know the meaning. Yet you fear to answer. Either you didn't invest in it, and are just full of crap, or you did and got lucky. In both cases I have a feeling you don't know how the trading tool works.

I will boast all the way to the bank. Up 75% in 7 months. S&P is a joke in our world where only IT goes up long term. For a good reason. But I'm too lazy to lecture you. It all goes back to automation, and that is nothing more than a question of national security.

The new gold / oil is semiconductors. And in north america / europe we only have Intel in the most important segment. Samsung is a US proxy helped technologically by the USA through IBM who is sending their all their tech designs. TSMC is also boosted technologically by europe / usa in order to balance China. If China expands, these companies will crumble. That's why Intel will receive a premium on valuation once they get back to pole position.

You are a CCCP agent who doesn't like hearing this. It is quite obvious.

I mean why even bother debating someone who ignores simple concepts and focus on irrelevant points. Criticism at hand: boasting about intel's monthly gains during a month where several entire Semiconductor ETFs outperforms the stock is completely asinine. You asset didn't even outperform the broad sector and you boast about something literally a monkey got right.

At no point did I say Intel wasn't a good investment. Please buy intel, I've owned it since 2015. But was I so cringe as to selectively boast a stock pick while patting myself on the back while at the same time not realizing that I didn't even beat the broad based collective of similar assets.

Insults just don't quite hit as hard when they're dyslexic! In their insults. ETF / EFT, CCP / CCCP. It's like being insulted by a kid with a speech impediment. Too busy laughing at you for any insult to actually land.

[Escape Artist]

Sometimes it is a wonder that you can remember your login and password to post here given you come across as a congenital retard.

First of all you have no fucking clue why the market went up in any given period, even if you copy pasted from a quick Google search.

Secondly, you obviously understood nothing in my post because you are a birdbrain with shit in place of gray matter. Even if the market went up for whatever reasons you think, those are factors which are obvious to you retrospectively. You did not know market would go up a month ago, you did not know semis would go up more than the total market. If you did, you would have been richer than what your current pathetic state is, which is shitting in a rental car because you can't afford a hotel room when you attend Sharks. That was the situation even when the prices were 50 and now that you are paying 200 per like a typical Asian dumbfuck, you are even more closer to becoming a hobo.

Ick, no rizz. Dorky dad, new balance, cargo shorts vibes.

[Pistons]

I have no idea what an EFT is. Maybe something exclusive and available to only the savvy genius investors here.

Avoiding the question? I do keep typing so fast that F gets ahead of T, but you know the meaning. Yet you fear to answer. Either you didn't invest in it, and are just full of crap, or you did and got lucky. In both cases I have a feeling you don't know how the trading tool works.

I will boast all the way to the bank. Up 75% in 7 months. S&P is a joke in our world where only IT goes up long term. For a good reason. But I'm too lazy to lecture you. It all goes back to automation, and that is nothing more than a question of national security.

The new gold / oil is semiconductors. And in north america / europe we only have Intel in the most important segment. Samsung is a US proxy helped technologically by the USA through IBM who is sending their all their tech designs. TSMC is also boosted technologically by europe / usa in order to balance China. If China expands, these companies will crumble. That's why Intel will receive a premium on valuation once they get back to pole position.

You are a CCCP agent who doesn't like hearing this. It is quite obvious.

[Pessimist]

Points:

Boasting stock picks is ick.

Entire market went up due to fed dovish signaling. Just about every tech related sector went up double digits in one month.

Entire Semiconductor ETF went up more than specific semiconductor company of discussion making boasting about the specific semiconductor company quite silly.

Equivalent statement in any year: "S&P went up 10% and my portfolio went up 9%. I'm so amazing and great at stock marketing. ".

Irrelevant points:

Currency and specific percentage as this would apply across the board.

Second poster's entire post.

"Second poster is ick. ".

Sometimes it is a wonder that you can remember your login and password to post here given you come across as a congenital retard.

First of all you have no fucking clue why the market went up in any given period, even if you copy pasted from a quick Google search.

Secondly, you obviously understood nothing in my post because you are a birdbrain with shit in place of gray matter. Even if the market went up for whatever reasons you think, those are factors which are obvious to you retrospectively. You did not know market would go up a month ago, you did not know semis would go up more than the total market. If you did, you would have been richer than what your current pathetic state is, which is shitting in a rental car because you can't afford a hotel room when you attend Sharks. That was the situation even when the prices were 50 and now that you are paying 200 per like a typical Asian dumbfuck, you are even more closer to becoming a hobo.

[Escape Artist]

Answer me this: Did you hold an EFT for a full month?

AMD and Intel goes up simultaneously for a good reason. Which one is up the most depends on which date you buy on. If you bought the date I bought on, Intel is up more. But at some point Intel will pull away from AMD overall as well. Once wall street starts to look more in depth at the company. Right now it is all about AI chips, and that's why AMD is able to keep up. But while AMD might be able to keep the pace of Intel for another 3-6 month, Intel will continue upwards as it has more kickers. Intel also have more patents. They have more chances to reduce cost. A higher income, and scales more with a lower interest rate going into 2024.

I'm not sure which companies are included in that S&P semiconductor EFT, but question is how long they can keep growing. I'm too lazy to do day trading, so I don't want a company that only has another 6-12 months in it for solid growth.

Pessimist: Nvidia is sold out. Tsmc don't have more capacity for them at the moment. And probably almost a year ahead. That's why AMD / Intel goes up. Intel had 3 new fab customer in 2023, but rumors (Northland analyst) have it an additional 6 more is in the cards due to tsmc also being sold out.

Ararat: Smart guy assumes someone needs to trade currencies for each trade. What if I've held dollars for a long time, not swapping currency at all? What if I've used a US trading platform? If we'd go to German FKKs, we should all calculate in euros here as well, and not in usd. Sure the usd has appreciated a bit this month against the euro also, but that might change before anything meaningful happens. So for ease, lets consider usd caluation.

I have no idea what an EFT is. Maybe something exclusive and available to only the savvy genius investors here.

[Escape Artist]

Those gains are in USD. Fun fact for Norway based experts is that their fortune is measured in NOK which has recently appreciated considerably against the dollar.

Unless the dollar goes back to its high valuation then the gains in NOK will have been modest.

Did someone ring a bell and tell you to buy semis a month ago? As if the only comps are AMD and semis. An investor could have chosen to stay in cash, short the market, long the market, invest in a whole variety of assets from treasuries to investment grade to high yield, s&p 500 or any of the Russel indices or foreign equities and currencies and what not. Why only compare to AMD and SmH?

Points:

Boasting stock picks is ick.

Entire market went up due to fed dovish signaling. Just about every tech related sector went up double digits in one month.

Entire Semiconductor ETF went up more than specific semiconductor company of discussion making boasting about the specific semiconductor company quite silly.

Equivalent statement in any year: "S&P went up 10% and my portfolio went up 9%. I'm so amazing and great at stock marketing. ".

Irrelevant points:

Currency and specific percentage as this would apply across the board.

Second poster's entire post.

"Second poster is ick. ".

[Pistons]

Intel and AMD both have: Desktop cpu, laptop cpu, soon phone cpu / gpu's, accelerators, server / workstation processors.

Intel is also new in the gpu market with soon to be a competitor against Nvidias crappy unusable DLSS 3 which increased latency, making it counter intuitive for gamers. Intels tech in the works should avoid this (on paper).

Intel also have a neuromorphic compute program, with their Loihi 2 chips. This is a possible black swan event in the next 1-5 years. Sam Altman for example doesn't have any stocks in OpenAI, but he has invested alot into Rain AI: a neuromorphic compute competitor company to Intel. Nvidia doesn't have this. AMD doesn't have this. Sure Rain might have a higher percentage upside, but it's not listed. And its hard to say when this kicks off.

Intel also have a quantum compute program. And on silicon. A massive black Swan event set for about 2030-2031. Do they have it ready already? Hard to say. But noone else have this.

And then there is the fabs.

And then there is the growth potential in humanoid robotics which will increase the need for chips even further. By alot.