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 ...
$Teradyne (TER.US)$this has not performed well at all. i expected a good bounce from the selloff but continues to slide. This might be dead money . i dont like it.
The$Nasdaq Composite Index (.IXIC.US)$,$S&P 500 Index (.SPX.US)$and$Dow Jones Industrial Average (.DJI.US)$all fell Tuesday as Wall Street added to Monday's big sell-off amid on-again/off-again U.S-Canadian tariff news. The DJIA led the way lower, shedding 478.23 points (1.1%) to a 41,433.67 close after giving up 2% on Monday. The S&P 500 likewise lost 42.49 ticks (0.8%) following Monday's 2.7% de...
151318250
:
Yes, nothing to do with 'trade wars' or Trump or Elon, but the deep state wanted a cause to crush the markets like last time with releasing their bio-weapon virus. Just look at the news everywhere, their good old tactics to program people's mind with key words like Trump - tariff - Elon - recession.
Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry. Buffett's holdings are the latest portfolio from Berkshire Hathaway. Regarded as a top investor, his trades often signal the market and influence the industry.
Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data. Stocks that are expected to benefit from a Federal Reserve rate cut. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in Fed Rate Cut Beneficiaries, ranked from highest to lowest based on real-time market data.
U.S leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S Tech Companies, ranked from highest to lowest based on real-time market data. U.S leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S Tech Companies, ranked from highest to lowest based on real-time market data.
U.S. Crypto Concept Stocks U.S. Crypto Concept Stocks
Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data. Companies involved in the creation, trade, and services of digital forms of money.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners.Displayed third-party logos, brands, or trademark images on screens or web pages are only for identification purposes and remain the property of their respective owners. Information is provided by Futu and is a non-exhaustive list of all thematic stocks for reference purposes only.
This section presents the top 5 stocks in U.S. Crypto Concept Stocks, ranked from highest to lowest based on real-time market data.
delavie : path seems like dying....
Justin Teeburd OP delavie : 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.
delavie Justin Teeburd OP : more companies seems to be using Microsoft power automate more. I should understand why as well
Justin Teeburd OP delavie : 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.