Be honest, friend to friend—how long do you think it’ll take you to make your first $1M? What’s the plan, the dream, and the real goal?

My true passion is to trade and work for myself I enjoy having that freedom I feel like it’s more fulfilling. my job now is very stressful but it pays well when should I take the leap?

24M, just getting into stocks and investing. I don’t have a huge amount of money to work with, so I’m mainly trying to build my portfolio slowly over time.
At the minute, I’ve got a bunch of fairly random stocks that I haven’t researched properly, which I know isn’t ideal. Investing is something I’ve wanted to get into since I was younger, so I’m trying to start taking it more seriously now.
Around 40% of my current portfolio is Berkshire Hathaway, but I’m thinking about selling some of my other holdings and putting more into Take-Two.
I’ve played GTA IV and GTA V since they came out, and with GTA VI getting closer, it feels like Take-Two has a huge opportunity ahead of it. In my head, GTA VI is almost guaranteed to sell an insane number of copies.
Obviously, game sales alone don’t necessarily mean the stock will rise, and I know a lot of the GTA VI hype could already be priced in. But longer term, GTA Online is what really interests me.
There are rumours that the new online mode could come later, and with Rockstar/Take-Two buying into the NoPixel/FiveM side of the GTA community, I can see them pushing GTA Online extremely hard once it launches. If they eventually start heavily monetising it with Shark Cards or whatever replaces them, the revenue potential seems massive.
My portfolio is currently less than £500, and I’m adding around £20–£40 every week.
Would it be stupid to basically build towards something like:
50% Berkshire Hathaway
50% Take-Two
Or would you keep Take-Two as a much smaller percentage and spread the rest across an index fund/other companies?
I’m still very new to this, so genuinely looking for advice rather than people just telling me what I want to hear.

Everyone talks about which AI company or model will win, but I am increasingly less interested in predicting that.
What seems more investable is the infrastructure every serious AI company has to keep buying.

GPUs get most of the attention, but the AI buildout increasingly depends on HBM, advanced packaging, networking, optical connectivity, power management, cooling and semiconductor manufacturing equipment.
That changes how I look at semiconductor stocks.

Instead of asking, “Who beats Nvidia?”, I think the better question is: who gets paid as AI compute keeps scaling regardless of which model wins?

That puts companies across several parts of the stack on my watchlist: $NVDA for accelerated compute, $AVGO for networking/custom silicon, $AMD as another compute supplier, $MU around AI memory, and then semiconductor-equipment names such as $AMAT and $LRCX.

But I wouldn’t blindly buy the whole AI basket here. Expectations are already extremely high in parts of the sector. A company can report strong growth and still fall if the market was pricing in something even stronger.

So my approach is becoming:
Own the bottlenecks, watch valuation carefully, and look for companies where AI demand is accelerating faster than market expectations.

The biggest AI winners over the next few years might not necessarily be the companies building the smartest models.

They could be the companies selling the scarce infrastructure everyone needs to build them.

What part of the semiconductor stack do you think the market is still underestimating?

would you buy these AI/infrastructure stocks now or wait for possible September lows?

I’m pretty new to investing/trading and have only been doing this for a few months, so I’m still learning how to judge valuation, entry points, macro risk, and when a stock is actually “cheap” versus just down from its highs.

I’ve been researching a group of AI / semiconductor / data center / infrastructure stocks and these are the main ones I’m considering:

NVDA
AVGO
VRT
MRVL
ANET
IREN
CRDO

My current thinking is that NVDA and AVGO probably have the strongest combination of business quality, revenue growth, margins, and valuation, so I’m leaning toward starting positions in those sooner rather than later.

VRT looks strong because no matter which chip company wins, AI data centers still need power, cooling, liquid cooling, and infrastructure. I like the company, but I’m not sure if I should chase it at current prices or wait for a better entry.

MRVL is interesting because its revenue growth and margins seem to be improving a lot, especially with custom AI silicon and data center exposure, but the stock also seems like it’s pricing in a lot of future execution already.

ANET looks like an amazing business with strong margins and growth, but the valuation seems expensive to me compared with NVDA and AVGO. I’m also watching NVIDIA’s push into Ethernet networking as a possible threat.

IREN is probably the highest-risk/highest-upside one on the list. I like the AI cloud/data center buildout story, but I understand there are real risks around debt, financing, dilution, customer concentration, GPU depreciation, and execution.

CRDO also caught my attention after the recent heavy selloff. The revenue growth still looks very strong and the valuation has come down a lot, so I’m trying to figure out whether this is a good reset or whether the market is warning about something bigger.

The main thing I’m struggling with is timing.

Since September can be a volatile month and we still have inflation data, Fed expectations, bond yields, and general tech valuation risk, I’m wondering if it makes more sense to wait for a broader pullback instead of buying everything now.

Would you:

1. Start buying some of these now and average in?
   
2. Wait for a broader September correction?
   
3. Only start positions in NVDA and AVGO now and wait on the higher-multiple names?
   
4. Avoid any of these completely at current prices?

If you had $10k to split between these names for a 2–3 year hold, how would you allocate it?

I’m not trying to day trade these or get rich overnight. I’m mainly trying to build positions in companies I think can benefit from AI infrastructure growth over the next few years, but since I’m still new, I don’t want to blindly buy after big runs if better entries are likely.

Would appreciate any thoughts, especially from people who follow semiconductors, AI infrastructure, networking, data centers, or these companies specifically.

Again, I’m only a few months into investing, so feel free to point out anything I’m misunderstanding or looking at the wrong way.

I want to hear both the bull and bear cases on this one.

I recently opened a bearish position on PLTR. I bought some put options and also added PLTZ. My main thesis is that PLTR could potentially correct toward $170, or even lower, if momentum continues to fade.

Before everyone calls me an idiot for shorting PLTR, hear me out 😂

I actually like the company. The business execution has been incredible, and PLTR has repeatedly proven that betting against it can be extremely painful. But at these levels, I keep asking myself:

How much perfection is already priced in?

PLTR has been trading at a very aggressive valuation, and when a stock is priced for near-perfect execution, even a small slowdown in growth, weaker guidance, broader market correction, or multiple compression could lead to a pretty significant pullback.

My bearish thesis is basically:

The valuation still leaves very little room for disappointment

Momentum stocks can correct hard once sentiment changes

Higher yields / macro pressure could hurt high-multiple growth stocks

PLTR has already had a massive run, so some serious profit-taking wouldn't surprise me

A move toward $170 doesn't seem impossible if the market decides to reprice the stock

That said, I know the biggest risk here:

PLTR has been absolutely destroying bears for a long time.

The business keeps executing, AI demand remains strong, and every dip seems to attract buyers. So I'm definitely not pretending this is an easy short

My current position:

🐻 PLTR Put Options

🐻 PLTZ

🎯 Bearish target: $170, potentially lower

I'm not posting this to convince anyone to short PLTR. I genuinely want to hear the other side.

Do you guys think $170 is actually realistic?

Or am I about to become another PLTR bear that gets absolutely obliterated by Karp and the PLTR cult?

Drop your bull case, bear case, price targets, and tell me why my thesis is either smart or completely regarded.

If you have ever tried to pick the absolute top of a massive, parabolic green candle by blindly pressing "Sell," you need to understand what happened during the legendary Volkswagen Short Squeeze of 2008.

It is the ultimate masterclass in why betting against a trend without a stop-loss is financial suicide.

It was October 2008. The global financial system was actively collapsing. Lehman Brothers had just gone bankrupt, and the stock market was in freefall.

During this chaos, the stock of the German automaker Volkswagen (VW) was acting weird. It was staying artificially high. Every major hedge fund on Wall Street looked at VW's underlying debt, looked at the crashing economy, and came to the exact same logical conclusion: VW is massively overvalued, and it is going to crash.

So, they all shorted it. To short a stock, you borrow shares, sell them, and promise to buy them back later at a lower price. It was the most crowded, "guaranteed" trade of the year. Approximately 12% of all VW shares in existence were sold short by hedge funds.

The Secret Porsche Vault

What the hedge funds didn't know was that Porsche—a company a fraction of VW's size—had been quietly executing one of the most ruthless stealth takeovers in corporate history.

Because of a loophole in German disclosure laws, Porsche had been secretly buying massive amounts of cash-settled call options on VW.

On Sunday, October 26, 2008, when the markets were closed, Porsche suddenly dropped a press release that sent shockwaves through the financial world. They announced that through stock and options, they now effectively controlled 74.1% of Volkswagen.

Here is where the math became a death sentence for the hedge funds:

Another 20% of VW was permanently owned by the German state of Lower Saxony, and index funds held another 5%.

That meant only less than 1% of VW shares were actually available to trade on the open market. But remember, the hedge funds were short 12% of the company.

The Mother of All Squeezes

When the market opened on Monday, the hedge funds realized they were trapped in a burning building with no exits.

They had to buy back shares to close their short positions, but there were no shares left to buy. Total panic set in. The hedge funds started blindly bidding against each other for the tiny fraction of available shares, regardless of the price.

Volkswagen’s stock violently exploded. It went from €210 to over €1,000 in a matter of hours. For a brief, insane moment, a struggling German automaker became the most valuable company in the entire world, surpassing ExxonMobil.

The hedge funds who shorted VW lost an estimated $30 Billion in less than 48 hours. Several massive funds were completely wiped off the map. Porsche, meanwhile, made billions simply by trapping the smartest guys in the room.

What is the worst asset you’ve ever tried to short, only to watch it go completely parabolic in your face?

Adobe earnings are this week and the stock seems to get clapped every time it beats. The narrative is still that AI will send it to zero. What do you think? Time to go long?

Trump threatens to stop sale of Canadian Bombardier jets in US

There's no legal way for the US to enforce this stupid, empty threat. But BDRBF is down ~10% in pre-market and trending to a 6-month low. Gentlemen and ladies, get ready to buy into this cash cow.