CecilShortsHisPants

I have pretty nice positions in all 3. These always seem to take turns based on nothing more than what’s hot. Google was left for dead before this rally, I’ve been told Microsoft is trash many times over the years. Amazon is the one that kinda lurks in the back, but always has a foot in everything. Over the next 5 years, each of these 3 will probably be “the best company in the world” at some point

Is it bad that I’ve owned Amazon for about a decade and had no idea they owned MGM? :lol:

When I no longer see the value, I’m out. Could be weeks, months, years or decades. There’s no science

This is getting out of control. I feel like once AMD meets the demand for their chips (~2 years from now), capex spending will dry up and this will crash hard. I’m a proud owner for now though

quote:

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Monday stock rally baws

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Market’s closed Monday

Gotta admit, he was my guy for like 2 weeks

I’m on the fence about NOW, mainly because I don’t get it. I hear good things about them, but I don’t really understand enterprise workflows that well, so for that reason, I’m out.
Also, I don’t know if I can trust Ashley Shaeffer to guide that company going forward.

I may be way off, but I feel much better about how CRM, ADBE, and MSFT are positioned

I’m not selling, they’re sitting on a rock solid floor with incredible upside.

It’s a Heads, you win, Tails, you don’t lose much scenario imo.

While the commutative property argument is very real for some people, it assumes the same tax rate now and later, which really isn’t the case for many…

Traditional: $10k - no tax - x2 = $20k - 12% taxed = $17,600 spendable

Roth: $10k - 22% tax = $7800 - x2 = $15,600 - no tax = $15,600 spendable

This is why I contribute 100% of my 401k traditional and supplement with 2 Roth IRAs and cash.