Favorite team:LSU 
Location:Dallas
Biography:Born in the 60s
Interests:
Occupation:
Number of Posts:933
Registered on:1/27/2010
Online Status:Not Online

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re: Is this the next dotcom bubble?

Posted by kaaj24 on 5/14/26 at 5:41 pm to
Companies have actual businesses with profits and customers in 2026.

In late 90s it was just websites and investors.

Market has been on a heater. Best to come up with and investment approach and stick with it.

Time in the market is the key.

re: How high can NVDA run?

Posted by kaaj24 on 5/14/26 at 2:55 pm to
IF AI is the real deal i don't think $1K in the next 5 years is unreasonable.
I think Google is positioned well for AI.

I look at them like Apple. Didn’t lead in front with AI but have the cash reserves to figure out where the winning trajectory is headed and can catch up quickly
Good. Competition makes things better for all.

re: MB advice wanted

Posted by kaaj24 on 5/9/26 at 8:06 am to
Yes, I followed the 120 rule foolishly for too long. But stopped that about 15 years.
Took a position this morning. Let's ride.

re: Spec Play - HGRAF

Posted by kaaj24 on 5/4/26 at 9:50 pm to
Less than 3 months on the job.

Yikes, thought he was supposed to help through the uplist

Thanks BB for putting us on this one.

Please let us know if you see others that you get a strong feeling.

Most of my portfolio is index funds. But like to put $5-$30K on some of these investments to keep life more interesting

re: Spec Play - HGRAF

Posted by kaaj24 on 5/3/26 at 6:09 pm to
I see it playing out that they have revenue streams, contracts established and then someone makes a bid.

If they were to be acquired before doing so they’d be leaving money on the table.

It makes sense to me they’d have science/operations be the focus during the proof of concept, early growth phase, then transition team to growth phase.

Maybe they go the license route as well and focus on the royalty potential.

Still fun to daydream if this does turn out to be a moonshot.

re: Should I sell GOOGL

Posted by kaaj24 on 5/1/26 at 7:56 pm to
Google should be one of your cornerstones of your portfolio

re: AI Trading/AI Financial Adviser

Posted by kaaj24 on 4/20/26 at 4:19 pm to
I agree. It's a supplemental tool. However, once everyone starts using something hard to see how you can get any arbitrage as retail investor.
Ouch.

Not surprising with all the loons in DC.
Sports betting, future markets.

A lot of landmines for people to separate from their hard earned money.

I read something that only about 5% of sport bet accounts have net money going out. Gambling isn’t built on winners.
Gambling and sports betting is available in more places than ever before so I’m sure that hurts them.

Vegas will always be around but believe it’ll never peak above pre-Covid levels.

Can’t fix stupid.

Math including money is taught.

Internet, podcast, YouTube, etc. unbelievably about of information for free!.

People choose not to do things they need to do
There was a blonde bartender named Liz in the mid to late 90s that was very good looking

re: Spec Play - HGRAF

Posted by kaaj24 on 3/22/26 at 2:46 pm to
Working for startups can be pretty lucrative if things work out. I’m sure people understand that they’re signing up for long hours and blazing trails. Hard arse work. Startups aren’t for everyone.

Nothing in life is guaranteed.

I share like many in this thread the excitement for the possibilities here.

A big part of any company story is execution. As someone who works from home a lot, you can’t do a ton of stuff that isn’t visible.

Hopefully this all works out for us and we create a Money Board Tailgate to display all the lambos.