2026 Trading Thread

Microsoft, Google, Amazon and Meta are pretty much junk stocks now worse than the railroads.

Their job is to hoover money up from the economy and then they send all their profits over to Nvidia, Micron et al.

If they don't ship all their profits over to Nvidia, Nvidia will release a new state of the art GPU every 2 years and their clouds will become obsolete.

In tech land you can own Apple, Nvidia, TSMC, Dell, HP and Lenovo dump the rest.

By 2030, global electricity demand from data centers is projected to double.

How can we profit?

Vistra is an unregulated utility that can sell electricity to big tech with uncapped prices. It's share price is 164 and is projected to earn 11.18 per share in 2027.

In the US 24% of electricty is currently produced by renewables. This figure is projected to rise to 33% by 2030.

In order to do it you are going to need lots of solar panels.

First Solar trades at 269 a share and is projected to earn 24 dollars in 2027.

When asking AI chatbots questions, a problem they run into is so many questions are subjective rather than factual.

To get an answer you rely on public forums such as Reddit, rather than an article produced by a journalist.

The monetisation potential here is enormous.

TwoPlusTwo blew it as they forgot that the user is the customer and the source of their data.

Once Microsoft, Google et al is forced to pay Reddit to access this data treasure trove, they won't be as stupid as TwoPlusTwo, who selfishly decided to turn their site into a corrupt private WhatsAppGroup led by the tyrant Crossnerd that only has 129 posts per day.

We live in troubled times. I have never used Reddit and know little about it. But I would trust any "public" forum over any "journalist". Every journalist is bought and paid for and 100% biased. At least in public forums you get discourse.

And why the hell is this in the trading thread? And why I am replying to Mr. 3 Posts registered in April 2026? I have been drinking 😀

Reddit is the modern TwoPlusTwo I guess.

Sixth most visited site in the world according to Wikipedia.

Noticed a lot of info being scraped from it by chatbots.

Different forums come and go, the market is more interested in the AI infastructure buildout now as opposed to software which it's bearish on, but stock could potentially be a good ten year hold.

Thanks for your pleasant reply !

Any take on what happened yesterday in the markets? That AI bubble selloff was remarkable and overdue after the most recent rise, but I don't see a clear catalyst for why we hit -10% on these companies yesterday

My c2 on what happened in the last few days of big tech selloff......

I did it 2 weeks ago in preparation to buy Space X.
Don't know if I can get any on Day 1 but i will try. Have about 35k USD ready for this.
Then going on Vacation for 2 weeks starting the day after. Will likely buy another 15K USD.

Of 100k USD going to be invested 50% Anthropic 50% Space X. 0% in Open AI.
Not because Open AI is doing bad now, but because it does not have a Trillion dollar company with other sources
of cashflow backing it.
The Cash burn is gigantic for infrastructure buildout and Open AI will either have to raise more cash
in the future for its own buildout. Planning to raise 60B in IPO.
I do have a paid Open AI and Gemini/Google DeepMind/Alphabet Account. I do not have a Claude/Anthropic account.
Alphabet is already committed to spending 175-180B on Buildout.

Why would you buy SpaceX now? Aren't you likely to get it much cheaper in future, an if not, unlikely to be significantly more expensive? It's not making money and has the same buildout problems as others. It seems nonsensical to buy it now.

I definitely think part of the selling was positioning for the IPO, but disappointing news helped too.

As for AI, agentic AI is worth several trillions at this point as it replaces 90% of programmers fully. The only viable agents right now are Codex (OpenAI) and Anthropic. It's high junior to mid senior developer depending on task but about 20x faster. It will replace much of the $2 trillion software industry salaries in the next 1-2 years, the value is incredible. And that's just software development. Whether companies will realize the profits from the economic value they're creating, remains to be seen, but the economic value is there, and scarcity will drive up the price as there will far more economically useful agentic demand than there is available CPUs for several years.

The core economics is clear: literally trillions of dollars in real value available (likely close to $10 trillion at current abilities), and becoming scarcer.

Got up at 5am this morning and put 2 limit orders in.
Was able to buy 165 shares at 150 USD once
15 min later purchased more at 155 and last batch at 159.

SPCX 300 shares total. avg price. $155. in three different accounts.

(not including trading fee or currency exchange fee. )
Will hold them for my kids (currently late 20's, and grandkids (have none atm))
This is a very small portion of my investments and would not hurt me if it went to zero.
(most of my wealth is in Real Estate)

Got 421 shares at the IPO. Happy as it was close to 30% of what I put in for.

Congrats on the shares! ... but it is not what it closes for today or next year that will count.

Where is it going to be in 5 years?
Bust or on the Moon?!?

Where is it going to be in 15 years? (around the time when I expect to die)
Bust or on Mars?

sold mu, trimmed google. bought some amazon. bought some etha 12$ 6/16/28 leaps. chunked most of the rest into my boring 2050 target. have a bit of high risk funds poised for an opportunity. have a smaller bit of mid-long term hold funds poised as well.

I own three bank stocks; two Canadian and one US. All three have shot up 80-100% in the last 14 months for some reason. Their PE ratios have gone way up, past 17... should be at 11-12.
Looking to sell most of it/them off in the next 2-3 weeks. Will hold more cash until I figure out what to do with it.