antidope
Supporter
- Jan 2, 2012
- 63,792
- 68,634
I tried one year to max out a Roth 401k. I don't think I can afford it. But one day hopefully.
OFFICIAL STOCK MARKET AND ECONOMY THREAD VOL. A NEW CHAPTER
- Thread in 'General' Thread starter Started by johnnyredstorm,
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- Aug 9, 2014
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Yeah I’d prob need to do it in a few phases
antidope
Supporter
- Jan 2, 2012
- 63,792
- 68,634
Thats how I thought about it as well. Too big a hit to take in one year.
- Oct 14, 2008
- 14,012
- 13,556
I’m about to job hop and the bump is where I’m actually thinking I do the Roth 401k finally. Take home wouldn’t be affected compared to current gig if I do it. But man not seeing the payoff for another 20+ years sucks.
But like you mentioned a few pages back, taxes will have to be raised to pay for things so it’s the long term right outlook if one can afford it.
antidope
Supporter
- Jan 2, 2012
- 63,792
- 68,634
Someone convince me not to back the truck up on Palintir in 2025
- Feb 6, 2010
- 6,260
- 1,982
Better question. What’s your conviction on palantir that has you wanting to dump it all in for 2025?
antidope
Supporter
- Jan 2, 2012
- 63,792
- 68,634
Very simplistic but I believe in the AI trade and who else to benefit but the company using AI to help the government spy on us.
- Jul 13, 2005
- 35,469
- 27,101
PLTR was a NT play at one point when it was like $15-20
- Oct 14, 2008
- 14,012
- 13,556
Hey since you’re in wealth management you may have done some research on this.
So say I move to a company that offers a ESPP with a 15% discount. Strike price is lowest of either day one of period or last day of period. With a 10% contribution max. Have you done any research or is there a good source where I can analyze maybe difference of maxing this out vs 401k first? Am curious to see what is best prioritized. If you’re curious about the stock of the firm I maybe joining. It underperformed the S&P by around 8% since 2015 cumulatively.
- Jun 29, 2018
- 1,339
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Please explain how a slight news about Broadcom developing AI created a tsunami today while an established and reputable AI maker like NVDA can barely tread water with even better and larger news 
- Feb 6, 2010
- 6,260
- 1,982
The implications of china invading Taiwan are going to outweigh everything until they can’t get manufacturing statesidePlease explain how a slight news about Broadcom developing AI created a tsunami today while an established and reputable AI maker like NVDA can barely tread water with even better and larger news
antidope
Supporter
- Jan 2, 2012
- 63,792
- 68,634
I have. The answer is simpler than one thinks, too. We run a Monte Carlo on the Pre-Tax S&P 500 vs. after-tax venture private equity to help properly assess the risk of the single stock concentration (we can also use another index as a proxy if someone is trying to get specific about it).
The S&P 500 outpaces in all outcomes except the 90th percentile and above because of the diversification and pre-tax benefit.
I just changed my 401k allocations yesterday after talking with
broncos19dm
about it for an hour. I added an allocation to company stock back in. I'm constructive on banks in 2025. Deregulation and cap markets are opening back up. I am a fan of concentration, it's how one gets wealthy. If this was a Roth 401k, I'm prob leaning toward ESSP, a 15% inherent buffer is crazy. I have to buy company stock at cost and it bothers me to no end.
- Apr 4, 2008
- 75,031
- 24,433
Faded RGTI at $2 because I thought it was a bs stock. Should’ve traded it anyway.
antidope
Supporter
- Jan 2, 2012
- 63,792
- 68,634
kilroythedon
Supporter
- Feb 20, 2013
- 23,281
- 22,259
I wanted to dump money on PLTR but I feel like I’m late to the party
kilroythedon
Supporter
- Feb 20, 2013
- 23,281
- 22,259
Forget what I said.. I’m all in on PLTR.
- Apr 4, 2008
- 75,031
- 24,433
Thinking about adding exposure to UBER OKLO and IONQ
UBER is getting beat up on nonsense. The infrastructure already established is valuable and makes UBER a takeover candidate from GOOGL if anything
OKLO has a high upside opportunity to do something special by utilizing recycled nuclear waste to power SMRs for data centers
And IONQ is a leader in quantum (still need more conviction on this one at this valuation) which is a hot theme and is in a stage 2 incline.
UBER is getting beat up on nonsense. The infrastructure already established is valuable and makes UBER a takeover candidate from GOOGL if anything
OKLO has a high upside opportunity to do something special by utilizing recycled nuclear waste to power SMRs for data centers
And IONQ is a leader in quantum (still need more conviction on this one at this valuation) which is a hot theme and is in a stage 2 incline.
- Apr 4, 2008
- 75,031
- 24,433
Added starters in OKLO ASTS GOOGL
Eying AVGO but not in love with their depended on Google/msft/amzn
But they are the competitor to nvda now with their custom chips
Eying AVGO but not in love with their depended on Google/msft/amzn
But they are the competitor to nvda now with their custom chips
- Jun 29, 2018
- 1,339
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So is QUBT and RGTI foreals or a massive pump and cash haul? Hard to believe they went up 10-15X in a year
- Jun 29, 2018
- 1,339
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I mean QUBT just multiplied to levels in less than a year that NVDA took 5+ years to do. Did they just discover the cure for cancer and GOAT level computing machines?!
- Apr 4, 2008
- 75,031
- 24,433
IONQ and RGTI are the only ones im taking seriously and I wouldn’t be buying them besides as a trade or small gamble right now.
- Jun 29, 2018
- 1,339
- 2,260
Im getting Covid NIO vibes with QUBT/RGTI. Trading at 8x average. Sounds kinda fishy but a big *** win in the short term for sure
- Apr 4, 2008
- 75,031
- 24,433
If they pull back 50%, I’d buy. I’m in no rush and have enough high beta exposure. These companies are pre revenue and probably won’t exist in the long term (buyouts at best). We see this every few years. 3d printers, car-t, EV’s, etc.
I’d also love to get some RKLB exposure on a big dip. But as a whole, these stocks are gambles and I’m literally throwing 1% of my account at them.
I’d also love to get some RKLB exposure on a big dip. But as a whole, these stocks are gambles and I’m literally throwing 1% of my account at them.
- Jun 29, 2018
- 1,339
- 2,260
Thats how i feel bro. I’d do the same as you (small buy if it dips in half just to gamble). There’s no concrete reason IMO that it jumped like crazy; solely based on speculation.
- Apr 4, 2008
- 75,031
- 24,433
ACHR is another junky high beta play that is intriguing. Almost bought it at $4 for a trade and didn’t, smh.
If the aliens are really here, we’re going to see lightspeed shifts in technological advancements the next two years.
If the aliens are really here, we’re going to see lightspeed shifts in technological advancements the next two years.
