Stock Market 2026

My 401K and Roth is managed by Fidelity, all kinda rolled into one, my brokerage is not. I need to up my contribution to the 401K, but have other things to do first.

I did sell off my duped FXAIX, and made SCHD my core. I liked seeing what my small amount of SOXX did, but that was mostly fueled by MRVL this week. For only doing this for a few weeks now and not having much in there, I am up decently. Right now I am looking at it daily, moreso for learning than trying to track every penny and letting it eat at me. I have enjoyed breaking down the ETFs to see what's doing what, then trying to track news on why. All in learning. I'm not a finance guy so it's definitely not my life or livelihood here.
 
I understand! I just choose to not put myself through all of that anymore. We just set goals and let someone else manage it. Some people are really into that stuff, and I’m not. I look at it every now and then. I find it best to not look very often.
 
xr-nut said:
Ive been trying to follow along and learn from this thread, but my heads just not in it or im very distracted lately with business and personal things happening. with that said.....

say a guy had 35k to play around with, not in an ira, its a cash account. what would be a fast smart thing to do with it that would net some decent gains?

Im leaving our 4 ira accounts with the "financial advisor" for now. to say im less than pleased with the job he's doing is a huge understatement. i need to manage this myself for more growth and to quit paying him to twiddle his thumbs while collecting fees every month. so the goal of this cash account it to learn with so i can safely move the other 4 to being self managed. tia
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That's what I've been doing this past month, but now on hold while I'm moving. Takes a good bit of attention:laughing:
 
Days like today are why you keep some dry powder. The market is selling off just because it's high. And people are pulling money out of winners to buy SpaceX. In other words, there is no real fundamental reason for the pullback.

Yeah, with the jobs market doing better than people thought there may be a rate hike by year end. I would bet against it though. The economy is far too segmented for the Fed to raise rates and hurt the average-lower income people. There are still way too many reasons not to raise. Slow housing market. AI uncertainty on so many jobs. Loan defaults rising.

There are still waaaaayyy less chips than there is demand. AI chip stocks will keep making as much money as their chip production allows. I'm adding to NVDA today and if it keeps dropping next week I will add more.
 
GarScramb said:
Days like today are why you keep some dry powder. The market is selling off just because it's high. And people are pulling money out of winners to buy SpaceX. In other words, there is no real fundamental reason for the pullback.

Yeah, with the jobs market doing better than people thought there may be a rate hike by year end. I would bet against it though. The economy is far too segmented for the Fed to raise rates and hurt the average-lower income people. There are still way too many reasons not to raise. Slow housing market. AI uncertainty on so many jobs. Loan defaults rising.

There are still waaaaayyy less chips than there is demand. AI chip stocks will keep making as much money as their chip production allows. I'm adding to NVDA today and if it keeps dropping next week I will add more.
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I hope you're right about the people selling to buy in on Space X, there's going to be some opportunities, and a bunch of butthurt folks that bought in on Space X and didn't get out in time once the institutional bail. The lockup is tiered, and I doubt the average person has done enough research to understand it, but FOMO and all that.


Insiders and Early Investors: Instead of a strict 180-day freeze, shares unlock in staggered percentages tied to earnings and trading performance:
  • 20% unlocks after the second-quarter earnings report.
  • 10% unlocks if the stock trades 30% above the IPO price for five of the 10 trading days following that earnings report.
  • 7% increments unlock at 70, 90, 105, 120, and 135 days post-IPO.
  • 28% unlocks after the third-quarter earnings report.
  • The remainder becomes available at 180 days.

As far as chips go, the foundries are building as fast as they can, and it looks like there's finally going to be an alternative to ASML lithography, xLight (if and when they can scale up).

TSMC is not 5 miles from my house and they originally planned on a $12b investment to build 5nm wafers, but they actually skipped over that and are producing 4nm wafers with 3nm planned for next year, in addition to a fab to build 1.6 and 2.0nm wafers expected to start production in 2029, with a final investment of now $165b. Intel has also expanded greatly, along with AMD and even TI, they're all trying to ride the wave.
 
GarScramb said:
Days like today are why you keep some dry powder. The market is selling off just because it's high. And people are pulling money out of winners to buy SpaceX. In other words, there is no real fundamental reason for the pullback.

Yeah, with the jobs market doing better than people thought there may be a rate hike by year end. I would bet against it though. The economy is far too segmented for the Fed to raise rates and hurt the average-lower income people. There are still way too many reasons not to raise. Slow housing market. AI uncertainty on so many jobs. Loan defaults rising.

There are still waaaaayyy less chips than there is demand. AI chip stocks will keep making as much money as their chip production allows. I'm adding to NVDA today and if it keeps dropping next week I will add more.
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I'm going to have to check in on Monday, lots of big drops today.

Maybe next week is a jump back in week, would make it a bunch easier if Monday is also a big down day :laughing:
 
billdacat said:
Strange day... ****ing jobs report looked good. So, what the ****?
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I agree that a lot of people are grabbing their $ to throw at the AI IPO's that are pending.

I'm torn on throwing big $ at the IPO's or betting against them given a lot of companies seem to be realizing that "AI" costs more than they expected for less return
 
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