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Number of Posts:375
Registered on:4/28/2021
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Robotics and physical AI are going to be big…eventually, but for so many it seems like a science experiment.

Would prefer something that solves a more pressing problem.
Musk hardly even mentions that in the ccs.
No reason, just have followed FLNC and ENPH for many years. Not as familiar with the ones you mentioned but maybe I should be.
The first phase of the AI trade was the obvious compute winners like Nvidia. The second phase was the more immediate infrastructure beneficiaries like Vertiv, Bloom, and other power/cooling names that have already gone on huge runs. I’m trying to figure out what the next wave of AI infrastructure bottlenecks looks like — companies like ENPH and FLNC that could benefit from changing power architectures, growing storage demand, and 800VDC AI factory buildouts before the market really catches on.
For work I have subscriptions for ChatGPT and Claude. If they quadrupled the price, I’d pick just one but would still pay it.

It is that valuable for me.

re: Should I sell GOOGL

Posted by Boomer Rick on 5/2/26 at 11:47 am to
Listen to Wednesdays conference call. Seriously.
He has been saying that for years. Following his advice thus far would be nothing short of disastrous.
The idea that these supportive “allies” exist is nutty especially with the changing demographics and traditions. It’s important to have partners with aligned interests/goals, which we do, but those partners may not be our historical “allies.”
We have them. Idiots are overplaying their hand. Trump has other levers to pull if he absolutely has to.
If they attack us then we have cover absolutely can strike them back and maybe hit a power plant when we do it.
Iran incapable of building a nuclear bomb, completely depleted militarily.
quote:

Yea, I just wonder how kids will act if you tell them they will have 9 million dollars when they get to retirement age. That can kill drive. Obviously different kids handle this differently, but that would be my worry.


I think the good outweighs the bad.
Having some money is VERY important, being ultra wealthy isn’t as important. Lots of happiness studies and research reflect this.
I’m self employed and started in 2025. Opened through vanguard. They are 10 and 12. Time value is on their side.
Managed and was the attorney for a title company in OKC and our main client was a subprime residential lender. We were still busy but it started to slow a bit later in 06. I felt the business was going south and started working in oil and gas but turned my former employer into a long term client.

I was still single and lived in an apartment. In several ways 06 was the last year in a certain phase of my life.