Favorite team:LSU 
Location:Dallas
Biography:Born in the 60s
Interests:
Occupation:
Number of Posts:937
Registered on:1/27/2010
Online Status:Not Online

Recent Posts

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re: Real estate is correcting

Posted by kaaj24 on 5/18/26 at 8:21 am to
It’s possible it just depends on how severe impact on stocks.

Real estate does need some rebalancing.

However, home equity does drive a good amount of consumer spending.

Wild world. Last 6 months in seeing the real life use cases for AI has me a believer.

Hope society/workforce can pivot
Right now 52% of investments are Roth/brokerage. 48% in traditional ira. Anticipate when we retire about 60% with be post tax but think that’ll help since retiring early and can be flexible with some tax planning
Wait 6 months for me.

FOMO investors will drive the price up initially. It’ll settle down.

re: Is this the next dotcom bubble?

Posted by kaaj24 on 5/14/26 at 5:41 pm to
Companies have actual businesses with profits and customers in 2026.

In late 90s it was just websites and investors.

Market has been on a heater. Best to come up with and investment approach and stick with it.

Time in the market is the key.

re: How high can NVDA run?

Posted by kaaj24 on 5/14/26 at 2:55 pm to
IF AI is the real deal i don't think $1K in the next 5 years is unreasonable.
I think Google is positioned well for AI.

I look at them like Apple. Didn’t lead in front with AI but have the cash reserves to figure out where the winning trajectory is headed and can catch up quickly
Good. Competition makes things better for all.

re: MB advice wanted

Posted by kaaj24 on 5/9/26 at 8:06 am to
Yes, I followed the 120 rule foolishly for too long. But stopped that about 15 years.
Took a position this morning. Let's ride.

re: Spec Play - HGRAF

Posted by kaaj24 on 5/4/26 at 9:50 pm to
Less than 3 months on the job.

Yikes, thought he was supposed to help through the uplist

Thanks BB for putting us on this one.

Please let us know if you see others that you get a strong feeling.

Most of my portfolio is index funds. But like to put $5-$30K on some of these investments to keep life more interesting

re: Spec Play - HGRAF

Posted by kaaj24 on 5/3/26 at 6:09 pm to
I see it playing out that they have revenue streams, contracts established and then someone makes a bid.

If they were to be acquired before doing so they’d be leaving money on the table.

It makes sense to me they’d have science/operations be the focus during the proof of concept, early growth phase, then transition team to growth phase.

Maybe they go the license route as well and focus on the royalty potential.

Still fun to daydream if this does turn out to be a moonshot.

re: Should I sell GOOGL

Posted by kaaj24 on 5/1/26 at 7:56 pm to
Google should be one of your cornerstones of your portfolio

re: AI Trading/AI Financial Adviser

Posted by kaaj24 on 4/20/26 at 4:19 pm to
I agree. It's a supplemental tool. However, once everyone starts using something hard to see how you can get any arbitrage as retail investor.
Ouch.

Not surprising with all the loons in DC.
Sports betting, future markets.

A lot of landmines for people to separate from their hard earned money.

I read something that only about 5% of sport bet accounts have net money going out. Gambling isn’t built on winners.