Tomcat

I asked Grok what it it had to invest $100k in the stocks on the chart on page 2.

For a $100,000 balanced portfolio using only stocks from your table, I’d spread it across 6-7 names. This gives decent diversification within the semiconductor/AI/tech sector while balancing:
• Growth (high EPS CAGR, strong trends)
• Value (lower PEG, reasonable P/E)
• Stability (bigger, more established companies less likely to swing wildly)
• Different roles in the chip ecosystem (designers, makers, equipment, memory, etc.)
All-in on one sector is still risky — semis are tied to AI, data centers, and economic cycles — but this mix reduces betting on just one winner. Here’s a simple, balanced split (roughly equal weights, adjustable for rounding):
Recommended Allocation (~$100k total)
• Nvidia (NVDA): ~$15,000 (15%) — AI leader
• Broadcom (AVGO): ~$15,000 (15%) — Networking & custom AI chips
• Taiwan Semiconductor (TSM): ~$15,000 (15%) — The foundry everyone uses
• Micron (MU): ~$15,000 (15%) — Memory chips for AI
• AMD: ~$12,000 (12%) — GPU/CPU competitor
• ASML or Lam Research (LRCX): ~$12,000 (12%) — Chip-making equipment
• Applied Materials (AMAT) or Qualcomm (QCOM): ~$16,000 (16%) — More equipment + mobile/diversification
Total: 100%. You could buy in one go or dollar-cost average (buy a bit each month) to reduce timing risk.
Why this mix? (High-school explanation)
Think of the chip world like building a smartphone or AI supercomputer:
• Nvidia & Broadcom: The star players right now. They make the powerful “brains” and connections for AI. Strong growth in your table (65% and 68% CAGR), low PEGs (0.32x and 0.35x) — good growth for the price. tickeron.com
• TSM: The factory that actually builds the chips for Nvidia, Apple, AMD, etc. More stable “picks and shovels” play with solid 36% growth and cheap valuation (23x P/E, 0.64x PEG). Less hype, more backbone. youtube.com
• Micron: Memory (RAM) specialist. AI needs tons of it. Super cheap on the table (10x P/E, 0.24x PEG) and analysts have been raising forecasts massively (+500%). Recent market strength backs this up. nerdwallet.com
• AMD: The challenger to Nvidia. High growth (77%) at a decent PEG. Adds competition exposure.
• ASML / Lam / Applied Materials: These make the machines/tools to manufacture advanced chips. More “steady” industrial plays with positive trends and lower crazy valuations than pure designers. They benefit whenever anyone builds more chips. wtop.com
This avoids super-speculative ones like Astera Labs, AAOI, Lumentum, or Sandisk (huge % swings possible) and sky-high PEGs like Arm or Intel.
Simple Rules for Balance
• Not all eggs in one basket: Mix of leaders + enablers.
• Growth + Value: Low PEG overall (many under 1x = growth cheaper than it looks).
• Risk management: Bigger companies (Nvidia, TSM, Broadcom) for stability; smaller allocations if you want more defense.
• Why not others? Oracle/Qualcomm/HPE are slower growth. High-PEG ones (Arm, Cadence) assume perfect execution.

The first sign of trouble from your contractor is not being honest or not giving you an apples to apples comparison. The two manufacturers are roughly the same price. He might prefer Tamko to GAF.

Most of the people commenting on this board have no experience with shingles. They do research which is all over the place. Shingles are market based preference and marketing. What is popular in Shreveport may not be popular in Baton Rouge. Certainteed and Atlas sell like crazy in BR, but GAF is more popular in NO.

It’s a lot like trucks. Some people swear by Ford trucks, others say Chevy is the best. Depends on experience. Problem 8s the general public does not have many experiences with shingles.

Bottom line is they are very similar.

Sometime insurance companies are making some people replace roofs that are 10 years or older in order to write a homeowner’s policy.

Before you do a Fortified roof, make sure your insurance company gives a discount….most do not.

My favorite is the fish with the fried soft shell crawfish and fried artichoke.

Unlike other posters I would not recommend the crab meat for one reason. It says lump, but it is not. It’s white, but not lump.

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I wouldn’t know.

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What kind of dickbag would bother to respond to the post with firm, I don’t know?

What are the lines been like at the airport recently? How bad was security in his TSA pre-check still open?

quote:

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pota

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Crawfish pota

Way to blow your wad only to misspell pots. :rotflmao:

You would so the same thing. Why shouldn’t they be pissed? They were on a great trajectory and they had the rug pulled out from them.

You want them to be happy for him?

WTF does he know about LSU’s booster network? NOTHING.

From Grok

For chicken stock, simmer bones and vegetables for **6 to 8 hours** on low heat. This allows the collagen in the bones to break down into gelatin, giving the stock a rich flavor and body. Skim foam and impurities periodically, and avoid boiling to keep the stock clear. If using a pressure cooker, 1 to 2 hours is sufficient. For a lighter stock, 3 to 4 hours can work, but longer simmering enhances depth.

Simmering chicken stock beyond 8 hours can enhance flavor to a point, but there are diminishing returns and potential drawbacks. Here's a breakdown:

- **Up to 12-24 hours**: Extended simmering can extract more collagen, minerals, and depth from the bones, resulting in a richer, more intense flavor and thicker texture due to increased gelatin. Many professional chefs simmer stocks for 12-18 hours for maximum flavor, especially for bone-heavy stocks.

- **Beyond 24 hours**: The flavor may not improve significantly and can sometimes become overly intense, bitter, or "off" due to over-extraction of certain compounds from bones or vegetables. Vegetables, in particular, can break down too much, making the stock cloudy or imparting a stale taste.

**Tips for longer simmering**:
- Monitor water levels and top off with hot water to prevent the stock from reducing too much or burning.
- Skim regularly to remove impurities.
- If vegetables start to disintegrate (after 6-8 hours), consider removing them and adding fresh ones to avoid bitterness.
- Taste periodically to ensure the flavor remains balanced.

Is it beneficial to simmer longer

For home cooking, **8-12 hours** is typically the sweet spot for a flavorful, well-rounded chicken stock. If you go longer, keep it under 24 hours and taste-test to ensure quality.

Anyone invest much in ARK funds particularly the ARKK “innovation” ETF? I always see Cathie Woods from ARK on Squak Box. She looks like she’s had some hits, but some of their funds seem so volatile.