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RoyalWe
| Favorite team: | LSU  |
| Location: | Prairieville, LA |
| Biography: | |
| Interests: | LSU Basketball / Football |
| Occupation: | Retired Engineer |
| Number of Posts: | 4219 |
| Registered on: | 3/15/2018 |
| Online Status: | Not Online |
Recent Posts
Message
Codey Fontenot
1
quote:It’s not a Ponzi scheme just because the money circulates between the same few players. A Ponzi pays old investors with new investors’ money and creates no real value. AI, on the other hand, is producing useful products — chips, models, APIs, copilots — that companies and consumers actually pay for.
I think people are finally realizing that all of the "GDP" created in these data center deals are the same companies exchanging money.
Sure, there’s a reflexive loop right now: Microsoft funds OpenAI, OpenAI buys NVIDIA GPUs, NVIDIA’s stock jumps, and everyone’s valuations rise. That can look circular, but it’s also how new industries bootstrap themselves. As long as the technology keeps creating real productivity gains — code automation, drug discovery, logistics, customer service — the loop becomes a growth flywheel, not a scam.
If value stops being created, it collapses on its own. But implying this is inherently a problem while it’s still generating real economic output misses the point.
re: Trump says he was being sarcastic when he said he wasn’t going to heaven
Posted by RoyalWe on 11/10/25 at 11:26 pm to wookalar1013
quote:Your TDS is showing. This type of thinking is petty and tiresome.
So predictably, he has t thought this out at all, just spouting nonsense.
quote:You must be listening to "experts."
leveraged ETFs are not intended as a long hold position.
I trade quarterly like clockwork. Value cost averaging. Never look at it until the end of the quarter. My CAGR is 24% for the portfolio but 37% with the leveraged ETFs. That’s over the last 8 years. How do I make money? Buy low and sell high.
Who said anything about day trading? Why would you assume that?
quote:And that's why I retired at 52. How long have you been a financial advisor?
thats not a viable investment strategy for 99/100 normal working folk
re: S&P 500 - only 7 red years out of 40.
Posted by RoyalWe on 11/10/25 at 1:54 pm to Big Scrub TX
quote:I agree that emotions are always there and you absolutely need a way to manage it, but it is possible. One way is to always have dry powder available for those moments. You're still down because the stock is down, but now you're buying cheap and that can provide some solace. How can you afford to keep cash on the side to do that and still get decent returns? Leveraged index funds. You're welcome.
But that's not real life. Real people with real dependents can't just casually be down 50 or 60% and think "it's OK, it always comes back". That just isn't how people work.
re: Why would a crack in my pool pump strainer basket cause it to pull air?
Posted by RoyalWe on 11/9/25 at 3:29 pm to Fusaichi Pegasus
Not a crack in the basket, but a crack in the basket housing or a loose cap / misaligned o-ring (on the suction side of the pump).
re: Michael Burry goes short on $PLTR and $NVDA in his latest 13F filing
Posted by RoyalWe on 11/6/25 at 8:42 pm to GhostOfFreedom
The market is sometimes irrational and is impossible to predict. I still stand by my statements regarding AI and the dot com era.
re: Dalton new chancellor of LSU main campus. Rousse new President of LSU system
Posted by RoyalWe on 11/4/25 at 1:19 pm to Tigers2010
quote:Right boot.
Roadhouse
re: Bill Maher gets blindsided as MTG tells him that Obamacare has crushed the middle class
Posted by RoyalWe on 11/3/25 at 10:55 pm to Laugh More
quote:I took it as he didn't believe her. Then at the end he blamed people not taking responsibility for their health (emphasizing that he didn't believe her).
Now he sits back and genuinely asks, “Obamacare is what’s hurt them?”
It's also rich that Bill wants people to take personal responsibility for their health....but there is so little that progs want people to be personally responsible for.
I think that depends on what companies do with the productivity gains. Increased efficiency doesn’t automatically trigger a race to the bottom — that’s a business strategy question, not a law of economics.
Firms can take those savings and choose to maintain prices (and expand margins), reinvest in innovation, or build new revenue streams. Only in highly commoditized markets do productivity gains reliably translate into price wars.
Companies like Nvidia or Palantir aren’t selling interchangeable widgets — they have ecosystems, switching costs, and intellectual property that give them pricing power. In that context, higher productivity can actually strengthen profitability, not erode it.
So while price competition is one possible outcome, it’s hardly inevitable. It really comes down to management decisions and market structure, not productivity alone.
Firms can take those savings and choose to maintain prices (and expand margins), reinvest in innovation, or build new revenue streams. Only in highly commoditized markets do productivity gains reliably translate into price wars.
Companies like Nvidia or Palantir aren’t selling interchangeable widgets — they have ecosystems, switching costs, and intellectual property that give them pricing power. In that context, higher productivity can actually strengthen profitability, not erode it.
So while price competition is one possible outcome, it’s hardly inevitable. It really comes down to management decisions and market structure, not productivity alone.
re: Michael Burry goes short on $PLTR and $NVDA in his latest 13F filing
Posted by RoyalWe on 11/3/25 at 9:19 pm to GhostOfFreedom
He's drawing some questionable conclusions regarding CAPEX investment. There are clear differences between the dot com era and what we are seeing today. And while his mind map is not wrong, it still doesn't equal a problem. If AI increases productivity, then value is still created.
How sad is it that all of these LSU grads hate what it's become and won't send their kids there? I'm one of them. LSU was such a huge part of my growing up and it's turned to shite. My kid's going to SLU. It's depressing.
quote:I'm telling you that we are well behind the curve on this. I'm not hanging this on Trump Administration, so you can calm your hackles. I am very aware of what is being done and I'm telling you it's too late to not be behind the curve. It's okay to admit that the USA, up until China started using rare earths against us, are getting kicked in the nuts. Your fervent defensive posture on this topic is noted. If you'd take a second to realize I'm not making a political statement then you might have a better day. FFS.
Quit chicken little this shite.
quote:I'm talking about the USA not recognizing the national security threat before now.
What are you talking about.
quote:On what time table? What does "begin production" mean? Refined rare earths? It will take longer than the 3.5 years left in Trump's term to rival China's mining and processing capacity.
Two rare earth companies have committed to Louisiana alone to begin production in 2026 and 2027. Now, we have fallen behind the last 30 years, but this administration is signing new deals with production countries to help offset this deficiency.
re: Who is the US killing in its boat attacks? Hegseth won't say, and lawmakers want answers.
Posted by RoyalWe on 11/2/25 at 6:23 am to Bunk Moreland
War is hell. Keep up the killing, Pete. Non-traitorous Americans support you, unlike this limp-wristed liberal.
This is similar to what Japan did 10 years ago. The USA should have recognized this dependency years ago and acted then. Instead, we're essentially at China's mercy and have no real leverage against them until we can develop the capacity to self-supply.
re: How would you rate/rank the actresses of Friends.
Posted by RoyalWe on 11/2/25 at 5:44 am to LanierSpots
quote:I agree. Unfortunately, there's something about her mouth today that reminds me of Jack Nicholson as the Joker.
Jennifer Anniston was one of the most beautiful women on the planet in her prime.
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