In my opinion: Hell no it is definitely not bullish, I think the whole thing has started to crash unfortunately. LUNR and Planet Labs already announced big dillutions, ASTS lost a launch pad thanks to Blue Origin BULLSHIT ASS behaviour and RKLB is sinking with them because why not?? Market is a casino at this point.... At one point, traders and investors simply become too tired of all these promises and dillutions.

While I agree with the overall sentiment, it was not attractive before the AI stuff. SpaceX's valuation has essentially quadrupled in the past 18 months. It was attractive at that time but it was overpriced well before the xAI acquisition

I agree with this sentiment, however it kinda diminishes the whole point since this whole post reads like AI slop.

Piece of shit AVGO crashed the entire market

MU goes up like 20% every day for a week: "lmao stock market is ez, why work" MU goes down 8% for one day: "this is the end, I'm financially ruined" Were you guys just rolling calls over and over instead of booking profit?

Honestly, with a $2M portfolio already invested, I'd view the $270k as just another allocation decision rather than a life-changing sum. If your long-term plan is to keep buying VT and you already believe that time in the market beats timing the market, waiting for a 5% drop might just be a form of market timing. That said, if investing it all at once would keep you up at night, there's nothing wrong with splitting it into a few tranches over the next 3-6 months. The best strategy is often the one you'll actually stick with. The bigger risk here may be sitting on cash waiting for a correction that never arrives.

Congrats. You are now a community member of AVGO

Pretty much all I do is follow technology closely. I don't have a job I just literally run with what I know and I'm interested in. If a business model seems good, if the company passes the smell test I will start buying to get some skin in the game and then I will start binge watching any single piece of content or news I can find. A lot comes from seeing stocks pop up in online forums that get my attention. To me it seems easy when you just pick fast growing companies, in a sector that seems like it is guaranteed to grow. Also it's important to me that the company has some chance to get "hype" or it isn't boring. Finding companies nobody knows about is not my thing. Well except ONDS I bout at $1.90 Most of the time it's a simple idea for the basis of everything. Ai chips need HBM memory, so I bought micron when the PE was like 10. Drone stocks are my current fixation admittedly. The US embarrassingly has no modern military drone force and they are going to be forced to make one from scratch as fast as possible. After that it's about picking winner from the competitors. I am dog shit at timing literally anything to the point where I might actively inverse what my gut tells me to panic sell. I barely fuck with macro events that I don't understand. I left about 2 million on the table by selling too early or playing it safe because of some market panic news. My biggest rule that has helped me in the last year is not to just sell an entire position, but wait an hour or two and just do about half of what I think I should.

I hate Bitcoin but I hate this AI slop more

I dont think so. QQQ 850 by year end. Set a reminder boys. Still a lot of bears and great earnings for this to top