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Goodguy  3d ago (text post)   Edited 3d ago   9676 thread views

Midterms Megathread

Cause otherwise midterms discussion will be scattered around a bunch of separate Culture War thread posts. And it's nice to have more off-the-cuff rapid reactions in a dedicated megathread.

The first thing I've noticed so far: if the exit polls are correct, Americans are very pessimistic about AI.

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In revisiting, apparently not? Hence why I don't even try to time the markets.

Yep, its bigly green. Markets are hard.

While I think Democrats will be a disaster for the economy, the data center moratoriums are incredibly bullish for Google, Amazon, and hyperscalers.

Market update: hahaha welp.

I always tell my long-suffering wife that I'd rather lose 1% and beat the market by 1% then the opposite.

Today seems like one of those days.

Finally I'm happy not to own any NVDA, AMD, MU, etc... Just a little ANET to drag me down.

Even value investors get a win sometimes.

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