Locator: 48711USAF.
X continues to be an incredibly good source for may things. X and ChatGPT have rendered several of my other "go-to" sites redundant.
I spent most of my military career overseas and much of that overseas portion in England.
From the British dictionary:
In British English, "redundant" has a more specific meaning than in American English. It primarily refers to being dismissed from a job due to the company no longer needing that role. In other words, to be "made redundant" means being laid off, often due to job losses or downsizing. While "redundant" can also mean unnecessary or superfluous, as it does in American English, its most common usage in British English is related to job loss.
And now, "redundant" is related to internet sites no longer needed. That would include the blog but I've allowed AI companies to use the blog to train their LLMs. Seriously. No restrictions. They can use the blog all they want.
I have a handful of folks I follow on x including Evan, Beth and Shay.
From Shay today: link here. It's an incredibly long thread. It begins:
In 2022, or thereabouts, I pivoted to tech. I continued to add to my AAPL position but took on new and relatively large positions in four of the five companies listed above. I specifically did not invest in ASML due to it being located outside of the US. Knowing what I know now about investing (Schwab seminars) I would have added ASML and had the best 5-card poker hand. LOL.
I continued to add to my positions for about one year, but after late 2023 or early 2024 I have completely quit adding to my tech positions, now known as AI.
I am 1000% a buy-and-hold investor and only sell when it becomes obvious it's time to sell. I seldom look at my portfolio any more except when I've accrued enough dividends and taken RMDs that require re-investment. I'm in the process of moving the entire portfolio to the grandchildren.
Next year, I will need to invest in "the next big thing." LOL. Within the existing portfolio, it will be most interesting to see if BRK becomes simply another "mutual fund" or if the new CEO is able to spark some new fireworks. Not likely.
Investors don't like AAPL but college students absolutely love Apple.
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The Book Page -- Hard
This is exactly (the type of) book I was looking for a few weeks ago and I found it in Portland (of course), for $5.00. The math is way over my head but every little bit helps me understand semiconductors. This has nothing do do with investing, simply for interest, if not enjoyment.
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The Book Page -- Easy
I'm a sucker for glossy books published in England on military a/c.
This book was just published.
I know I logged more hours on the C-130 than all other military a/c -- combined -- on which I flew.
Disclaimer
Brief Reminder
Briefly:
- I
am inappropriately exuberant about the Bakken and I am often well out
front of my headlights. I am often appropriately accused of hyperbole
when it comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer:
this is not an investment site. Do not make any investment, financial,
job, career, travel, or relationship decisions based on what you read
here or think you may have read here. All my posts are done quickly:
there will be content and typographical errors. If something appears
wrong, it probably is. Feel free to fact check everything.
- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- I've now added Oracle to the disclaimer. I am also inappropriately exuberant about all things Oracle.
- Longer version here.
