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I started taking investing seriously March of 2025 π That's when I began learning about the market.
βThe growth has been incredible: up 20.71% over the past year, sitting at $48,216.16 CAD.
βI love how much Iβve learned about companies, patience (a big one), and the markets in the last 12 months. Almost at my initial $50k goal π₯
βNext stop: six figures.π
Hoping for the best!!
Are you buying $GOOG on these lows or is the CapEx scaring you away?
Another Friday, another day to add some $SCHD π
Happy weekend, peeps! π«
I'm starting to look for cracks in my portfolio.
I might become a pessimist now..
We will see.
Here's something to keep in mind regarding these companies and the circular AI trade going on.
I own $AMZN and $MSFT for transparency.
β‘οΈ Amazon invested $8B in Anthropic. Anthropic signed a $100B deal to buy Amazon's AI chips. Amazon then reported a $53.4B profit on its Anthropic stake in a single quarter
β‘οΈ Microsoft invested $5B in Anthropic. Anthropic committed $30B back to Microsoft's cloud. Microsoft booked a $3.2B gain in 90 days
β‘οΈ Nvidia invested $2B in CoreWeave and agreed to cover $6.3B of its bills if things go wrong. CoreWeave's whole business is buying Nvidia chips
See it? Real cash goes out. Paper profits come back. And the profits only keep coming if the spending never stops
Cisco did this exact thing in 2000. They lent their customers money to buy Cisco gear. When the customers couldn't pay, the sales and the loans collapsed together
Not saying it breaks. Just be aware of it and tread lightly.
You know it's a bad day when $AMZN is down over 4%.
Focusing on the positive,what's green for you today? π
For me it's:
π’ CELH
π’ AXP - barely hanging on
π’ CRM - up a strong 3.65% so far
π’ UBER
π’ NKE - up 2.3%
π’ BN
There were at least 7 cars in front of me in the $MCD drive thru
Good to see for us shareholders!
First time using the app.
There was a buy one get one hamburger offer, trying a strawberry watermelon refresher.
This exactly explains the premise behind my "safe and slow" dividend portfolio.
π’ It's in the green this morning up 1.58%.
π΄ Meanwhile my "lets try to 3X every position" growth account is down 2.8%.
Every position in my safe portfolio is green today. I don't think I've seen that once with the growth portfolio.
Moral of the story, diversification is important and I'm glad I've started to work harder on that.
$AMD VS $MCD and $SCHD
This is what I be talking about people
$AMD π
BREAKING $AMD | $META CEO Mark Zuckerberg said @Muse remains very compute intensive and we plan to scale compute (CPUs) to billions of users next year or few years. (Shocking @AMD is not moving AH with this)
1/4 of Muse users are shoppers and dollar spending is rising fast as Meta has to ask Stripe to raise limits.
Mark Zuckerberg expects Muse to generate $ per user more than families of Apps due to the massive TAM/Size of commerce. πππ
Mark Zuckerberg also expects Muse to be very profitable next few years, Free for most users and paid by merchants/businesses as they facilitate the transactions.
Called it! πππ
$META just dropped Q3 and it's a BEAT π
Revenue $64.6B, up 26% ahead of expectations. The ads machine is still printing money.
Strip out the one-time legal charge and EPS was $7.40 a real beat vs the $6.52 consensus.
They guided Q4 to $73-76B, ABOVE what Wall Street wanted.
Congrats to all shareholders π₯³π
Late to waking up today, but here's my breakfast. As you can see I'm switching it up π
Have a great day everyone βοΈ








