| Favorite team: | LSU  |
| Location: | Dallas |
| Biography: | Born in the 60s |
| Interests: | |
| Occupation: | |
| Number of Posts: | 875 |
| Registered on: | 1/27/2010 |
| Online Status: | Not Online |
Recent Posts
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re: Hope you have some diversification in your portfolio
Posted by kaaj24 on 11/21/25 at 12:21 pm to FLObserver
Best to stick to your plan.
20%+ annual gains don’t come without some heartburn. No free lunch
20%+ annual gains don’t come without some heartburn. No free lunch
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re: Jeff Duncan: Saints to play a game in Paris as soon as Fall 2026
Posted by kaaj24 on 11/20/25 at 6:10 pm to HoustonTiger99
Might have to think about this one. Depends on when the game is played
re: Anyone else taking profit and sitting the cash on the side? Getting a little nervous.
Posted by kaaj24 on 11/19/25 at 6:20 pm to GREENHEAD22
Market sentiment has been driving stocks down.
Earnings have been positive.
In my opinion, we’re in a short term correction but will be higher at 12/31.
Markets get frothy and these periodic settlements are just markets doing there thing
Earnings have been positive.
In my opinion, we’re in a short term correction but will be higher at 12/31.
Markets get frothy and these periodic settlements are just markets doing there thing
re: Another example for why we need to abolish presidential pardons
Posted by kaaj24 on 11/15/25 at 7:25 am to rickgrimes
I agree. It’s outta of control regardless of which party is in power.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by kaaj24 on 11/15/25 at 6:52 am to AuBeerStud
Still feeling very good about the long term.
It’s hard to stomach weeks like this past one. Sentiment has turned negative on AI trade. Almost impossible to do anything about it. It’s only temporary so hang in there friends.
It’s hard to stomach weeks like this past one. Sentiment has turned negative on AI trade. Almost impossible to do anything about it. It’s only temporary so hang in there friends.
re: Which Brad Pitt movie is better, “Legends of the Fall” or “A River Runs Through It”?
Posted by kaaj24 on 11/8/25 at 5:58 am to theantiquetiger
Love both movies.
However, A River Run Though It is my first choice.
Great movie, Redford narrating and as we get older movie has more meaning to me.
However, A River Run Though It is my first choice.
Great movie, Redford narrating and as we get older movie has more meaning to me.
Yeah, doesn’t make sense. But still feel strong about the long term.
It never makes sense. These days/weeks seem to happen. Dust settles and stocks march forward.
People get spooked, sell stock, large investors come in buy shares at lower price. Little guys get comfortable, start reinvesting in market. Rinse repeat.
People get spooked, sell stock, large investors come in buy shares at lower price. Little guys get comfortable, start reinvesting in market. Rinse repeat.
re: Michael Burry goes short on $PLTR and $NVDA in his latest 13F filing
Posted by kaaj24 on 11/4/25 at 7:25 am to Upperdecker
I want people to earn as much as they can.
I don’t stress over market swings. things go on sale…..
I don’t stress over market swings. things go on sale…..
re: Michael Burry goes short on $PLTR and $NVDA in his latest 13F filing
Posted by kaaj24 on 11/4/25 at 5:26 am to Upperdecker
Maybe he’s right. Maybe he’s wrong.
I don’t plan to retire until about 10 years out so we can ride out the waves.
I don’t plan to retire until about 10 years out so we can ride out the waves.
re: Nebius - NBIS - AI Infrastructure Company [Q3 EARNINGS 11/11]
Posted by kaaj24 on 11/4/25 at 5:23 am to astonvilla
It’ll be ok. Still long in the stock and feel good about the next several years. Never a straight line up!
Base portfolio are index funds
NVDA
NBIS
RYCEY
AAPL
Interested what others are doing.
NVDA
NBIS
RYCEY
AAPL
Interested what others are doing.
I’m curious to see what impact a prolonged government shutdown will have on markets.
Last week sentiment shifted as I’ve started seeing a lot of narrative about the AI bubble. Think this is more of an opportunity to take some profits. And the periodic settling that occurs after stock market runs.
Last week sentiment shifted as I’ve started seeing a lot of narrative about the AI bubble. Think this is more of an opportunity to take some profits. And the periodic settling that occurs after stock market runs.
re: Spec Play - HGRAF
Posted by kaaj24 on 10/18/25 at 6:23 pm to SquatchDawg
Yeah, I’ve got a little less than 3k shares.
Definitely tempting if this thing works out as it could be a 20x easy.
Definitely tempting if this thing works out as it could be a 20x easy.
re: At what point are you considering backing off a little?
Posted by kaaj24 on 10/18/25 at 6:18 pm to boogiewoogie1978
About a year from retirement I’ll put 1.5 year of living expenses in a money market type fund
I think having a solid ETF base makes sense before investing in individual stocks.
One thing I always remember is people always share wins but don’t often hear about the misses. It’s a bull market now but it isn’t always this easy.
One thing I always remember is people always share wins but don’t often hear about the misses. It’s a bull market now but it isn’t always this easy.
Always a good reminder that in a bull market everyone thinks they’re smarter than they really are and very few can actually beat the market consistently.
I’d like to learn more about options but also at the same time know you can lose your shirt pretty quickly.
I’d like to learn more about options but also at the same time know you can lose your shirt pretty quickly.
re: Current Annual YTD Return
Posted by kaaj24 on 10/11/25 at 8:30 am to MekaWarriors
18%
There were a lot of car companies that were started. Only a very small handful made the long term.
AI will be no different.
Ive started to use some AI tools in my work and I see a lot of potential. And its only going to get better
AI will be no different.
Ive started to use some AI tools in my work and I see a lot of potential. And its only going to get better
re: What do you think ends the bull and will we see a rotation to int'l again?
Posted by kaaj24 on 10/4/25 at 8:47 am to ghost2most
My approach is that large cap stocks that I invest in give international exposure.
I don’t feel confident in international investing since most of the governments have anti growth policies, stricter labor laws. In Europe much higher tax rates. When you try to limit down side risk you also limit upside.
I’m no economist so I’m sure others on this board will have much more articulate responses. Or a different view all together.
I try to stick to what I know.
But have used this board for different investment thesis than I would have otherwise as the base of my portfolio are low cost ETF index funds.
I don’t feel confident in international investing since most of the governments have anti growth policies, stricter labor laws. In Europe much higher tax rates. When you try to limit down side risk you also limit upside.
I’m no economist so I’m sure others on this board will have much more articulate responses. Or a different view all together.
I try to stick to what I know.
But have used this board for different investment thesis than I would have otherwise as the base of my portfolio are low cost ETF index funds.
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