Every year the same old phrase about selling in May and walking away, but blindly following a historical trend may not be the best idea this year. The reality of today's market is built on completely different engines than the past, and there are incredibly solid reasons why a sell in May isn't as likely or not to that extend this year. For a start, looking at corporate spending, the largest tech hyperscalers have collectively locked in nearly seven hundred billion dollars in infrastructure budgets for this year alone, and roughly three-quarters of that is tied directly to physical AI buildouts. This are massive, contracted physical infrastructure that doesn't just stop because the calendar turned to May.The race to AI supremacy is real. On top of that, look at the corporate receipts. Ear
IBM made computers and Microsoft made operating software. We are now at the infrastructure stage but eventually we need software to run them. Software companies doing agentic AI will eventually be in the spotlight. We can never time the market, why not start adding some? I'm adding $ServiceNow(NOW)$
Why the Gap Between Chip and Software Stocks Keeps Getting Wider
sounds like AI slop with basis editing. Can't agree with your analysis for $Microsoft(MSFT)$ , it is highly speculative without deep understanding to why it dipped post earnings. for $Berkshire Hathaway(BRK.A)$ , the only thing defensive about it is the assumption that they are finally going to use that cash. However, do note that they didn't do anything during the liberation day dip and silicon valley bank dip last year.
@koolgal:Macro Risks Meet Geopolitical Tension: Can Tech Bulls Hold the Line? Consider Microsoft & Berkshire as a Barbell Strategy 🌟🌟🌟 The market is currently facing a dual threat environment testing the resolve of even the most optimistic investors. Warren Buffett has recently issued a sober warning regarding macro risk, preferring a massive cash reserve over overvalued equities. With $Berkshire Hathaway(BRK.B)$ cash pile reaching a record USD 397 billion as of May 2026, the message is clear: the safety net for high growth tech maybe thinner than it appears. Adding to the complexity is a sharp escalation in geopolitical risk. Recent reports of an Iranian attack on UAE ports have rattled glo
What trap? Even if you bought $VanEck Semiconductor ETF(SMH)$ in July 2025 before the dip, you have already doubled by now. Any dips just get bought up doubly fast. Based on the big tech earnings, they have largely been able to justify that the AI capex spend are generating decent returns on investment. In that case, it is giving the semicons confidence to raise their fees further. If you want to be the next multi-millionaire, find the next bottleneck in AI infrastructure and put your fortune in it. Yes I'm vested in $APPLIED DIGITAL CORP(APLD)$ $Infleqtion(INFQ)$
$BBAI 20251219 8.0 CALL$ $BigBear.ai Holdings(BBAI)$ reinvested my previous gains from outs into calls. exited yesterday. BBAI is still burning cash and went up because of a recent contract,though a small one. it will need bigger contracts to break into $10 zone
buying opportunity $loanDepot, Inc.(LDI)$ $Opendoor Technologies Inc(OPEN)$ //@Dan1192:Bearish raid - blowing up certain news disproportionately to cause share movement As of September 16, 2025, Anthony Hsieh beneficially owned 113 million shares of loanDepot (LDI) stock, representing 48.50% ownership. This information is based on his latest Schedule 13D/A filing with the SEC. It is important to note that some of these shares may be deliverable to third parties upon exchange of Class C Common Stock and may not be retained by him.
@Options777:Bearish raid - blowing up certain news disproportionately to cause share movement As of September 16, 2025, Anthony Hsieh beneficially owned 113 million shares of loanDepot (LDI) stock, representing 48.50% ownership. This information is based on his latest Schedule 13D/A filing with the SEC. It is important to note that some of these shares may be deliverable to third parties upon exchange of Class C Common Stock and may not be retained by him.
Bearish raid - blowing up certain news disproportionately to cause share movement As of September 16, 2025, Anthony Hsieh beneficially owned 113 million shares of loanDepot (LDI) stock, representing 48.50% ownership. This information is based on his latest Schedule 13D/A filing with the SEC. It is important to note that some of these shares may be deliverable to third parties upon exchange of Class C Common Stock and may not be retained by him.
Major Stock Sale: Director Offloads Over a Million loanDepot Shares!