Speculative Long-Term Allocation (Personal Strategy) My opinion only – not financial advice. This is my own intellectual property, AI-summarized and fact-checked for clarity. I'm setting aside 10–15% of my long-term portfolio for speculative sectors I believe will define the next 10–20 years: Robotics & Automation Teradyne (TER) – industrial testing robots UiPath (PATH) – enterprise automation software ROBO ETF – diversified robotics exposure Next-Gen Energy Nano Nuclear Energy (NNE...
Justin Teeburd
OPdelavie
:
I get the concern, but I dont think this path is dying just pausing along with the broader market. When the NASDAQ, S&P, and DOW are all dropping 2–3%, even strong plays look weak short term. But the long-term drivers behind robotics, modular energy, and critical minerals havent changed. These sectors are still set to fuel the next industrial and tech evolution. This strategy isnt about the next month it s about owning the infrastructure of the next decade. Patience in drawdowns usually pays off when your thesis is sound.
Justin Teeburd
OPdelavie
:
Solid point. Microsoft Power Automate has definitely gained traction, especially because it's already integrated into the Microsoft ecosystem most companies use like Office 365, Teams, and SharePoint. But UiPath still stands out in enterprise-grade automation, especially for more complex workflows and legacy system integration. Its like comparing a built-in tool to a specialized platform both have their place. I think Power Automate eating up market share is a trend worth watching, but it doesnt necessarily invalidate the long-term potential of UiPath it might just reshape its niche.
I will start with my positions in$NVIDIA (NVDA.US)$. Other than$NVIDIA (NVDA.US)$I have the leveraged ETF$GraniteShares 2x Long NVDA Daily ETF (NVDL.US)$which is currently losing. I also have the short puts options which I wish to close by this week. So how do I feel about Nvidia? I would say that it has been more volatile than I anticipated despite of its good earnings, the stock has not been performing as well. With the upcoming Nvidia GTC ...
The$S&P 500 Index (.SPX.US)$fell into correction territory and the$Nasdaq Composite Index (.IXIC.US)$and$Dow Jones Industrial Average (.DJI.US)$both sank more than 1% Thursday as President Donald Trump's ongoing trade tiffs outweighed good news on wholesale inflation. The Nasdaq shed 345.44 points (2%) to a 17,303.01 close, while the S&P 500 lost 77.78 ticks (1.4%) to 5,521.52 and the DJIA gave ...
William Benson
:
Thats interesting your calling like another crash of the markets a correction. okay sure like as if it isnt trump who is collapsing the US econmy and markets.
151825295
William Benson
:
it isn't DT though. Are you panicking? Yup and blaming DT, the real culprits love your type. If you have sold at all in panic the you are part of problem, fact fell for the ohh DT narrative instead of who really is causing it, then you are partly to blame. Allow yourself to be knowledged. The ones behind this are the financial instos. they are ones who move markets, spread the fud, short and distort, layering, spoofing all forms of manipulation. Think they ard losing here? No chance, they will be happily hoovering up the sales from stupid people who panic all while laughing as the sheep people (in particular lefties zeroes) blame DT instead. The lefties leaders will be in on it having placed shorts, as soon as clashed with DT on tariffs, which is merely leveling playing field (China does far worse things yet lefties are ok with that), they know for certain stupid people would look other way. Once done, and the dust settles, they will have got away with mass theft and be ready to gain on massive green pump. how people can't see its instos that are problem, is mind boggling, then again we're braindead enough to buy the FUD orange man bad. so yea pull head out, stop being a lefties zero turn your anger to the instos. Hold out the drop, the left aka globalist stains are crumbling west wide so gains will be soon . DCA if have too. As frustrating as it is, seeing red not panic selling is right thing to do here. even buying lower is bad right now as only buying into their layer walls forcing price lower.
151825295
:
Fuck Instos. It is them behind this as with any other form of trade manipulation. Spreading all the bulkshit FUD so can hoover up cheap shares. They ain't losing here only retail who sell into panic. Anger and blame should be fully directed at those stains on society.
$UiPath (PATH.US)$ in fact, with DOGR cutting government spending, path presents a good opportunity to improve the government's operation through their RPA and AI agent. If they can turn this risk to opportunity, this will certainly fuel their growth again.
廡所事事的人
OPdelavie
:
Yup, not just uipath, but other solutions providers that help to improve productivity should turn this risk to opportunity. Such companies should start to hand shakes with Elon to lobby their solution.
FOMC holds rates amid heightened uncertainty: Where will US stocks head next?
🎙️Discussion 1. With the Fed highlighting "elevated uncertainty", are you prioritizing rate projections or near-term economic data for ma Show More
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FOMC Press Conference, March 19, 2025
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Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
UiPath Stock Discussion
My opinion only – not financial advice. This is my own intellectual property, AI-summarized and fact-checked for clarity.
I'm setting aside 10–15% of my long-term portfolio for speculative sectors I believe will define the next 10–20 years:
Robotics & Automation
Teradyne (TER) – industrial testing robots
UiPath (PATH) – enterprise automation software
ROBO ETF – diversified robotics exposure
Next-Gen Energy
Nano Nuclear Energy (NNE...
For example, companies like $Zscaler (ZS.US)$ and $Datadog (DDOG.US)$ are leaders in cloud-based cybersecurity and monitorin...
What a crazy day!
i hope you are not on leveraged
Buy the dip crowd - are you buying the dip?
$Disney (DIS.US)$ $Bank of America (BAC.US)$ $Wells Fargo & Co (WFC.US)$ $Citigroup (C.US)$ $Logitech International (LOGI.US)$ $GlobalFoundries (GFS.US)$ $Financial Select Sector SPDR Fund (XLF.US)$ $Enphase Energy (ENPH.US)$ $iShares 20+ Year Treasury Bond ETF (TLT.US)$ $Snowflake (SNOW.US)$ $Upstart (UPST.US)$ $The Trade Desk (TTD.US)$ $ProShares Bitcoin ETF (BITO.US)$ $Peloton Interactive (PTON.US)$ $UiPath (PATH.US)$ $DraftKings (DKNG.US)$
will go past 14?? huhu
So how do I feel about Nvidia? I would say that it has been more volatile than I anticipated despite of its good earnings, the stock has not been performing as well. With the upcoming Nvidia GTC ...
The Nasdaq shed 345.44 points (2%) to a 17,303.01 close, while the S&P 500 lost 77.78 ticks (1.4%) to 5,521.52 and the DJIA gave ...
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