Trading the stockmarket (NO Referrals)

413x said:
Usually nearly hit 500 limit on non isa savings
ISA maxed out
18k in premium bonds already
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Give or take 28k cash and you have more, what i am wondering is, does this cash increase over time, or does it decrease and end up going into ISA accounts.

I just assume it will keep growing as you are maxing out the ISA with other cash, as you earn it.

In which case i wonder if its time to make a general investment account, or a few years later you'll ask the same question but that time you'll have premium bonds maxxed also.
 
Time in the market...... Hmm. I'm happy I cashed out end of November and am earning interest instead right now.

I don't think this is a buying opportunity just yet. Plenty more stupidity in the world to play out.
 
I've sold a lot off. AI hype is propping a lot of tech up.
You have 2 big factors from playing out.

Is AI going to really monetise industry to the levels priced in?
If someone like this deepseek can come in and actually work on a fraction of the hardware you have a double bubble.
 
Anyone have any idea how much nvidia is propped up by AI hype? And if we have a efficiency revolution coming how much "excess" stock of GPUs might be surplus to requirements?
 
lookitsjonno said:
Feels like an overreaction to me, not good for big tech but cheaper AI is great news for almost everyone else
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Is it?

If this efficiency revolution is legit. And AI is going to penetrate quicker and more effectively on dirt cheap hardware. Will it gobble up jobs even faster?

The countless GPUs purchased and on order may simply not be needed.

How many people are actually going to have to cut back spending now due to perpetual fear over mid term job security?

I'm even wondering if this AI revolution is going to tip our financial model on it head in the next decade.

Personally it has me fairly concerned that it's time to give up on IT and retrain in something practical.
I have no interest in AI in my personal life. It's taking creative jobs and hobbies. It's near impossible now for me to filter content on AI vs genuine in travel photography groups.
AI slop is the term.

Its made it very very difficult to plan life at all
 
I think this AI turn of events will cause many companies/investors to rethink their strategy. A lot of these sky high valuations for tech companies were speculative, hoping for potential high returns from their AI investments. But now China has shown it can be done for peanuts (relatively speaking), Trump spending $500b and Meta spending $65b sounds kind of silly now

www.morningstar.co.uk

AI Stocks Jump on Trump’s $500 Billion Stargate Announcement

Arm Holdings among the key beneficiaries as AI stocks surged on Wednesday, with Nvidia, Oracle, and others also seeing gains.
www.morningstar.co.uk www.morningstar.co.uk
 
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Well f me .....

Im not looking for a few weeks.
Literally rebought in a bunch of tech funds on Thursday. Bye bye money.

Miss time the market :p
 
Well I just made $1 per share on intel. I bought more on the cheap 2 hours ago and sold them off.
 
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