A weekly thread to discuss financial matters - from personal all the way up to global.
Ground Rules
- Remember that we're all just Internet randos. Don't bet your life savings on a hot tip from this thread.
- Keep culture war in the culture war thread. Yes, global events may impact our personal finances, but that does not mean we have to incessantly harp on culture war aspects here. If you are going to discuss it, please stick to the practical impacts of it on an individual level.
- Be kind. Remember that everyone here comes from different circumstances. We all have different resources available and different risk tolerances.
- Don't let the perfect be the enemy of the good. Better is better. Celebrate people when they take a step up and work to move their finances in the right direction. Don't flame out because they haven't followed what you consider the optimal path. Everybody has to start somewhere.
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Notes -
I'm in a weird place with Nvidia. I'm invested in them indirectly through various funds, but I'm getting a little concerned.
In my neck of the woods, you can't buy 2B limestone anymore. It doesn't matter how much money you have, the quarries are completely tapped on supply. They can only sell at the rate they can get it out of the ground. Since you need that for leveling foundations and making concrete, that must be slowing down data center construction. If that's true, and something like 80% or more of Nvidia's revenue is from data center build outs, I worry what even a small to medium hiccup in construction could do. How long could they sit on inventory before investors get antsy?
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