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PaperclipPerfector  2mo ago (text post)   2753 thread views

Small-Scale Question Sunday for February 1, 2026

Do you have a dumb question that you're kind of embarrassed to ask in the main thread? Is there something you're just not sure about?

This is your opportunity to ask questions. No question too simple or too silly.

Culture war topics are accepted, and proposals for a better intro post are appreciated.

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Someone recently claimed that people here would greatly outperform the market given their higher-than-average intelligence. So let's run a hypothetical - you've got $1m and your goal is to 5x it (pre tax) in the next 2 years. Perhaps we can look back at replies to this post few years later and see how everyone does. Anything goes, from investing to leveraging your unique skills or connections if you have any.

My plan would be this: 900k into a leveraged Uranium long. 100k dry powder for any other opportunities - long Korean hardware stocks (Samsung, SK Hynix) right now, then rotate to INTC leaps and/or lithium, then try to time crypto bottom and buy a few good coins on spot (LINK, HYPE). I think Uranium position does a 3-4x so would have to do a magical 14-23x with that $100k.

I recommend investing in ASML and in the public companies which are part of supply chain for memory. I have not done any research on this but this video says https://youtube.com/watch?v=mDG_Hx3BSUE?si=rSt0Czli9tTA6kzo that they are not making as much profit as they can be given the circumstances. I have no idea about investing, this is all just my blind guess.

I just don't see people losing money on this, except for opportunity cost. The potential for a nvidia like spike is there.

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