Investing General Discussion

Borzak · 2025-09-20T06:28:51-0400

Just came into a non trivial amount of money and guess I'm just going to stick it a pretty plain index etf or two. The last 35 years I've made more money than my salary outside of the market even though I'm invested in it. The days of investing in a private company again are gone for me at least. Boring but safe I guess, sucks. Some of the companies I've invested into in the past their second or third generation has gotten the AI bug but nobody knows what it is going to do for them, especially considering a large portion is manual labor and 100% of the work is different, nothing "stacks" so to speak - which is what we call it when you can make multiples of the same item. They don't have any of that.

Strifen · 2025-09-20T07:25:53-0400

Strifen said:
Ive been in uranium stocks since 2014.

There are some nuclear and uranium plays that are doing very well, many of these I am well up 10x, electricity will be the bottleneck to AI, China is leaps ahead with how much electricity they have available and are adding, the power grid in the USA is going to be under major strain going forward large part due to AI and Crypto. Big tech is moving in with capital to secure nuclear power generation, trump signed 3 exec orders to speed up its development.

CCJ, UEC, DNN, UUUU - my top uranium plays

OKLO, SMR, BWXT - reactor developers

LEU, LBTR, ASPI - fuel services

Nuclear and uranium is the hot space to be in right now and will likely continue on as AI infrastructure is constrained by electricity demand. Most of these names are up 40-50% since I made this post a month ago.

In March, Nvidia announced that its next-generation Rubin Ultra NVL576 GPUs will require racks supporting 600 kilowatts of power by 2027, meaning that a single rack the size of a domestic refrigerator would use as much power as a 500-home subdivision.

Now imagine a football field sized data centre full of these racks, and hundreds of them being built all over the world. Electricity needs in the 1GW-5GW+ range for a single building. The UK as a random example uses ~35GW of electricity, so the world is going to be adding multiple new first world countries in electricity demand over the coming years purely from AI data centres.

Big tech has realized their best bet in the long run is to power this with energy dense 24/7 nuclear power. They will build the nuclear power, SMR, or large scale conventional and co-locate it right next to the data centres by passing the grid entirely.

Ex-energy secretary Rick Perry is developing a massive 11GW data complex named the “The President Donald J. Trump Advanced Energy and Intelligence Campus” that will have 4 AP1000 reactors on site, permits are already progressing with the NRC and help of Westinghouse.

https://www.reuters.com/business/energy/us-nuclear-set-profit-worlds-biggest-data-complex-2025-08-05/

Sanrith Descartes · 2025-09-20T09:43:34-0400

Borzak said:
Just came into a non trivial amount of money and guess I'm just going to stick it a pretty plain index etf or two. The last 35 years I've made more money than my salary outside of the market even though I'm invested in it. The days of investing in a private company again are gone for me at least. Boring but safe I guess, sucks. Some of the companies I've invested into in the past their second or third generation has gotten the AI bug but nobody knows what it is going to do for them, especially considering a large portion is manual labor and 100% of the work is different, nothing "stacks" so to speak - which is what we call it when you can make multiples of the same item. They don't have any of that.

SPY and/or QQQ generally outperform most everything over a long enough time horizon. No matter how much I look for something new and shiny, the numbers always point back to SPY/QQQ.

Cad · 2025-09-20T12:04:00-0400

Borzak said:
Just came into a non trivial amount of money and guess I'm just going to stick it a pretty plain index etf or two. The last 35 years I've made more money than my salary outside of the market even though I'm invested in it. The days of investing in a private company again are gone for me at least. Boring but safe I guess, sucks. Some of the companies I've invested into in the past their second or third generation has gotten the AI bug but nobody knows what it is going to do for them, especially considering a large portion is manual labor and 100% of the work is different, nothing "stacks" so to speak - which is what we call it when you can make multiples of the same item. They don't have any of that.

I use Vanguard so I split about 70/30 between VTI and VGT.

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Investing General Discussion

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Its all the Joos' fault. Am I doing this right?

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