None of us are acting appropriately desperate enough to own AI stonks
| tokens in abundance | 06/02/26 | | Richard Ames | 06/02/26 | | tokens in abundance | 06/02/26 | | hair like a sunset | 06/02/26 | | tokens in abundance | 06/02/26 | | hair like a sunset | 06/02/26 | | tokens in abundance | 06/02/26 | | hair like a sunset | 06/02/26 | | tokens in abundance | 06/02/26 | | hair like a sunset | 06/02/26 | | tokens in abundance | 06/02/26 | | hair like a sunset | 06/02/26 | | tokens in abundance | 06/02/26 | | hair like a sunset | 06/02/26 | | tokens in abundance | 06/02/26 | | hair like a sunset | 06/02/26 | | To be fair | 06/04/26 | | tokens in abundance | 06/04/26 | | the last heterosexual man | 06/02/26 | | tokens in abundance | 06/02/26 | | the last heterosexual man | 06/02/26 | | tokens in abundance | 06/02/26 | | hair like a sunset | 06/02/26 | | tokens in abundance | 06/02/26 | | the last heterosexual man | 06/02/26 | | tokens in abundance | 06/02/26 | | the last heterosexual man | 06/02/26 | | hair like a sunset | 06/02/26 | | To be fair | 06/04/26 | | The Soo CR SUMMER JUGGERNAUT | 06/02/26 | | tokens in abundance | 06/02/26 | | To be fair | 06/04/26 | | tokens in abundance | 06/04/26 | | To be fair | 06/04/26 | | Total Chaos Communist | 06/02/26 | | tokens in abundance | 06/02/26 | | Total Chaos Communist | 06/02/26 | | tokens in abundance | 06/02/26 | | Bow tie niggas always have very strong opinions | 06/02/26 | | hair like a sunset | 06/02/26 | | Bow tie niggas always have very strong opinions | 06/02/26 | | hair like a sunset | 06/02/26 | | Total Chaos Communist | 06/02/26 | | tokens in abundance | 06/02/26 | | Total Chaos Communist | 06/02/26 | | animeboi | 06/02/26 | | Paralegal Marandi | 06/02/26 | | hair like a sunset | 06/02/26 | | Paralegal Marandi | 06/02/26 | | tokens in abundance | 06/02/26 | | .,.....,.,.;,.,,,:,.,.,::,...,:,..;,.., | 06/02/26 | | tokens in abundance | 06/02/26 | | .,.....,.,.;,.,,,:,.,.,::,...,:,..;,.., | 06/03/26 | | tokens in abundance | 06/03/26 | | Trump and Elon engaging in pup play | 06/02/26 | | ~~(> ' ' )> | 06/02/26 | | OYT and the Indie Reprieve | 06/02/26 | | hair like a sunset | 06/02/26 | | tokens in abundance | 06/02/26 | | hair like a sunset | 06/02/26 | | tokens in abundance | 06/02/26 | | hair like a sunset | 06/02/26 | | tokens in abundance | 06/02/26 | | To be fair | 06/04/26 | | tokens in abundance | 06/04/26 | | To be fair | 06/04/26 | | tokens in abundance | 06/04/26 | | To be fair | 06/04/26 | | Richard Ames | 06/02/26 | | tokens in abundance | 06/02/26 | | Emotionally + Physically Abusive Ex-Husband | 06/02/26 | | tokens in abundance | 06/02/26 | | hair like a sunset | 06/02/26 | | tokens in abundance | 06/02/26 | | Emotionally + Physically Abusive Ex-Husband | 06/03/26 | | Emotionally + Physically Abusive Ex-Husband | 06/02/26 | | tokens in abundance | 06/02/26 | | Richard Ames | 06/02/26 | | tokens in abundance | 06/02/26 | | .,.,...,..,.,..:,,:,......,;:.,.:..:.,:,::,. | 06/02/26 | | To be fair | 06/04/26 | | ........,,,,,,......,.,.,.,,,,,,,,,, | 06/02/26 | | tokens in abundance | 06/02/26 | | Madison Avenue Lemming Enslaved to Conformity | 06/02/26 | | zarathustra | 06/04/26 | | To be fair | 06/04/26 |
Poast new message in this thread
Date: June 2nd, 2026 11:02 AM Author: tokens in abundance
This shit is revolutionizing the world and people are casually like oh I'll put a few thousand dollars into Nvidia just to see what happens.
Nigga this shit is going parabolic with no slow down in sight. You should be down to your last red cent in tech stonks. In the future there are people who will be rich and people who didn't go in heavy on this stuff. Jfc it's so obvious.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911079) |
Date: June 2nd, 2026 11:22 AM Author: Richard Ames
"It's one big scam. 2008 all over again! Antrhopic can't make money!"
I, for one, will be dumping money into Anthropic the moment it IPOs.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911096) |
 |
Date: June 2nd, 2026 11:36 AM Author: tokens in abundance
I will see you in Valhalla.
You have a mortal guarantee to become insanely rich, sir.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911109)
|
Date: June 2nd, 2026 11:59 AM Author: hair like a sunset ((zurich is stained))
i'm pretty heavy in tech/AI shit and bitcoin. that's about 70% of my 401k/roth IRA (total balance around $1.2m)
my wife's entire 401k balance ($1.1m) is in the vanguard total stock market fund because her company offers that and a few shitty actively managed funds.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911113) |
 |
Date: June 2nd, 2026 12:15 PM Author: hair like a sunset ((zurich is stained))
crypto is volatile. doesn't bother me that it's down rn. i believe it'll get to a million a coin someday.
not sure why VTI over SPY, but my wife's (gary) company, like most companies, offers a single index fund and then a bunch of actively traded dave ramsey bullshit, so i put all her money in the former. they used to have an s&p fund and it was all in that.
my firm has a self-directed option. next year when i'm equity, i can put like $70k into my 401k. trying to decide whether to go trad or roth.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911131) |
 |
Date: June 2nd, 2026 1:09 PM Author: hair like a sunset ((zurich is stained))
wtf are you talking about?
pretty much any 30-year window of the s&p will show a 11%ish return.
you have almost zero chance of outperforming that over 30 years.
you will probably outperform over 5 years, but i am not sure how that matters.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911199) |
 |
Date: June 4th, 2026 8:56 PM Author: To be fair (Semi-Retarded)
To be fair,
I think you're both arguing different things, and you're both correct (if I am following your arguments).
1. Over a long time scale, the vast majority of people in the vast majority of scenarios will significantly underperform the S&P 500 if they try to pick single stock "winners." Anyone who says otherwise is either willfully lying or a naive idiot.
2. Having said that, over shorter periods of time -- especially when there are big technological inflection points (as with the AI stuff going on right now) -- reasonably intelligent people with good instincts can indeed give themselves pretty strong odds of significantly beating the S&P 500 by making smart bets (informed by actual research and a real thesis) in a few concentrated positions. In fact, when these circumstances arrive, you'd be a fool not to take advantage of them if you have the capital to deploy because those are fantastic opportunities to significantly boost it up and then you can then rotate back into longterm low cost / low risk ETFs on the back end, etc.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49916160) |
 |
Date: June 4th, 2026 8:58 PM Author: tokens in abundance
100% Agree
I just shoved a pile into AMD. Gun to the head I feel like this is a 50/50 roulette bet with high upside.
Rate me as a short term "educated" investor. I promise to be Really Responsible with my gainz, saar. VOOs n shit after I hit my parlay.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49916162) |
Date: June 2nd, 2026 12:04 PM Author: the last heterosexual man
I mean all the stocks I own are in tech stocks. What exactly do you mean by "AI stock?" Examples?
I want to buy the IPOs but I'm wary of the exit liquidity dump
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911117) |
 |
Date: June 4th, 2026 9:02 PM Author: To be fair (Semi-Retarded)
To be fair,
In the world we're heading into, here's the ONE thing that separates "sure thing" AI stonks (and I mean that unironically) from "could be huge, could end up getting commoditized" gambles: establishing and defending a REAL moat, MUCH of which comes down to owning and building out physical infrastructure / logistics plays that cannot be cheaply or easily or quickly replicated by even well-funded competitors.
- Nvidia has the highest moat around, at the moment.
- Amazon has an almost insurmountable global logistics moat and it stands to benefit tremendously from physical AI as soon as robots actually start rolling out en masse (which will 100% happen within the next decade and probably within the next 5 years).
- Google also has several strong moats in place in different core industries.
- On the longest time scale Tesla / SpaceX is systematically building the single biggest and highest vertically-integrated moat of them all, but they get very little credit for it in 2026 because unlike the rest of the players I've mentioned, the major product lines that are actually going to end up printing them money (Robotaxi Cybercabs, Optimus, etc.) haven't actually hit the market yet so it's all technically still "hypothetical".
But Anthropic? OpenAI? Even cutting edge LLMs are going to be commoditized shockingly quickly over the next few years -- so what's their real moat?
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49916167) |
 |
Date: June 2nd, 2026 12:14 PM Author: tokens in abundance
There's still time to profit. We're at the very beginning.
AI is at the stage Amazon was in the 90s. We're still at the point where Amazon is just selling books. Now imagine 5 years out. 10 years out. We're nowhere near what this revolution is going to be. Everything is going to the moon. The whole world will fundamentally change and be unrecognizable in ten years and all the global revolution will just be accepted as inevitable and we'll all look back on 2026 and go haha holy shit stonks were so cheap why didn't I do anything.
There's nothing wrong with missing the boat but any idiot can dump money into tech stocks and forget about it and wake up rich in 5 years. It's staring us all in the face.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911130) |
 |
Date: June 4th, 2026 9:09 PM Author: To be fair (Semi-Retarded)
To be fair,
"I mean sure, some people got lucky buying BTC early when it was cheap -- good for them. I would love to have bought a bunch at $1k in retrospect, but now that it's $5k a coin? The ship has sailed. Oh well."
If I had a nickel for every time I heard this excuse about 10 years ago, I would be twice as rich as I already am. Thank goodness all of those people didn't sack up and buy BTC at $5k!
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49916175) |
Date: June 2nd, 2026 12:12 PM Author: Total Chaos Communist (🧐)
stock markets are a construct which have no guarantees of working the same way in even the near future as they do now
e.g. china's stock market has essentially gone sideways in the 20 years where it's gone from a backwater to basically taking over production and research of Everything.
that's not to say it's unwise to invest, but ljl at pretending THIS IS THE WAY TO GENERATIONAL WEALTH GET IN OR GET OUT.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911124) |
Date: June 2nd, 2026 1:03 PM
Author: .,.....,.,.;,.,,,:,.,.,::,...,:,..;,..,
no one has ever coherently explained what "AI" actually does other than eliminate H1B coding jobs and help HS/College kids become less literate by allowing them to cheat on their term papers. it's being hyped because bigtech overhired in an arms race market grab situation and now has to actually focus on being profitable without causing a stir so they get to fire a bunch of people without the stocks going down.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911195) |
 |
Date: June 3rd, 2026 2:26 PM
Author: .,.....,.,.;,.,,,:,.,.,::,...,:,..;,..,
too bad there weren't more people like you during covid...
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49913157) |
 |
Date: June 2nd, 2026 1:59 PM Author: tokens in abundance
1 year ago:
Google was a 2.2T company.
Today 4.4T
"How much further can it go? 2.2T is like really big, man!"
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911262) |
 |
Date: June 4th, 2026 9:14 PM Author: To be fair (Semi-Retarded)
To be fair,
There was literally no such thing as "a trillion dollar company" as recently as 2018. It didn't exist. It had never existed at any point in human history.
Now there are 14 of them, and and there will probably be 20+ by the end of this year. The biggest company in the world right now is litearlly 5x larger than the biggest company that existed eight years ago, and it's putting up earning numbers that defy gravity quarter after quarter (and lately it's not getting nearly the credit that it objectively should be getting from investors for doing so because people are still having a hard time processing all of this).
How many people would have predicted that trajectory a decade ago?
Buckle up.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49916185) |
Date: June 2nd, 2026 2:24 PM Author: Richard Ames
The way I've started looking at this is in terms of how much total economic activity will the big tech companies have a hand in. With AI, it seems like they will basically have an increasing share in nearly ALL economic activity. So instead of thinking about P/E ratios or whatever, it's "what percentage of global GDP are they?"
Maybe I'm retarded, but this seems to already be directionally the case in the market.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911294) |
 |
Date: June 2nd, 2026 4:57 PM
Author: .,.,...,..,.,..:,,:,......,;:.,.:..:.,:,::,.
Ed Zitron is entertaining but also hilariously wrong about so many things. He knows very little about AI for being such a prominent naysayer.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911496) |
 |
Date: June 4th, 2026 9:18 PM Author: To be fair (Semi-Retarded)
To be fair,
You're the same guy who spent a decade scoffing at Bitcoin, chemically castrated his own kids, and swore up and down that Michael "Basta!" Avenatti was totally going to be "the Trump killer" (this was before he got disbarred and sent to federal prison for a decade), right?
Just double checking before I log into Schwab and sell everything.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49916193) |
Date: June 2nd, 2026 8:15 PM
Author: ........,,,,,,......,.,.,.,,,,,,,,,,
If this were the same time period on the internet, you'd be telling people they were stupid for not buying Netscape, Lycos, Gateway Computers, and GeoCities stocks.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49911934) |
 |
Date: June 2nd, 2026 10:31 PM Author: Madison Avenue Lemming Enslaved to Conformity
Web 1 didn’t cost trillions to build.
Look at what Oracle is spending to build its Michigan data center. $16B in construction costs and then $30-40 billion to fill it with computers.
That is fucking prePOSTerous.
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49912140) |
 |
Date: June 4th, 2026 9:21 PM Author: To be fair (Semi-Retarded)
To be fair,
The fact that you're seriously comparing any of those promising but unproven young companies (c. 1999) to established global behemoths like Amazon, Google, etc. (c. 2026) is so facially retarded, for reasons that are so obvious to anyone with a >100 IQ, that I unironically won't even attempt to refute you.
You're right. This is a great analogy. Make sure you don't fall for the scam!
(http://www.autoadmit.com/thread.php?thread_id=5870591&forum_id=2E#49916199) |
|
|