February 5Feb 5 23 minutes ago, we_gotta_believe said:A bit of a stretch to say the big 5 are "AI companies" let alone 40% of the S&P. NVDA for sure, maybe MSFT to some degree, but the other 3 are diversified enough to be able to still generate a ton of revenue without anything related to what could be classified as an AI product. I also wouldn't include TGT in that second group, they're on the rebound but they're still struggling to recover from last year's tariff induced crash. Ask me how I know.And to clarify, I didn't intend to come across as alarmist in my previous post. I'm never one to call out an impending crash. Please don't go liquidating all your big tech positions because of anything I say. Just wanted to point out that it's plausible for a crypto crash to spill over to the broader market to some degree because of the indirect relationship between the two as a result of shared chips.I heard Galloway say 40%, CNBC says its 30%, but still...CNBCThe S&P 500 is more concentrated with AI than ever. Here'...AI stocks now dominate the S&P 500, raising big questions about diversification and your retirement portfolio.You didn't come across as an alarmist at all. I think there are enough indicators to be concerned.
February 5Feb 5 8 minutes ago, DrPhilly said:Stay diversified and you’ll be fine. Something as straight forward as P&G is a good way to offset all the tech. Lower growth but more stable and decent dividends.Coca Cola is like old reliable for me. Trump alone drinks enough of them to keep them in business.
February 5Feb 5 1 minute ago, Gannan said:I heard Galloway say 40%, CNBC says its 30%, but still...CNBCThe S&P 500 is more concentrated with AI than ever. Here'...AI stocks now dominate the S&P 500, raising big questions about diversification and your retirement portfolio.You didn't come across as an alarmist at all. I think there are enough indicators to be concerned.Yeah it tracks for NVDA and I'll even give you MSFT because of how much they're investing in co-pilot and integrating it within their enterprise product suite which is a decent chunk of their revenue, but Google is way more diversified and Amazon and Apple aren't anywhere close to being considered reliant on AI at all.
February 5Feb 5 3 minutes ago, Paul852 said:XLP has P&G, Walmart, Coke, Pepsi, Costco, Colgate, etc. as top holdings. Another good one to avoid being tech heavy.The tech is fun but a tad risky. My worst single holding was a Cisco position which I managed to get when it was near its peak. That and a weed stock, haha. I try to mix in some of the boring slow but steady guys.
February 7Feb 7 54 minutes ago, we_gotta_believe said:If this non-verbal dumb ass is spiking the football, it might just be time to buy.It literally gained 10% today. He's so dumb.
February 7Feb 7 1 hour ago, we_gotta_believe said:If this non-verbal dumb ass is spiking the football, it might just be time to buy.
February 13Feb 13 This is more stock market related, but what the hell is going on with the Netflix share price?It peaked in June with an all time high, but it's dropped to a 52 week low yesterday dropping to $75.53 per share (down about $56). Is it the uncertainty around the Warner merger? That's a huge drop and they had some excellent numbers on paper over the last 12 months
February 13Feb 13 Just now, Mat said:This is more stock market related, but what the hell is going on with the Netflix share price?It peaked in June with an all time high, but it's dropped to a 52 week low yesterday dropping to $75.53 per share (down about $56). Is it the uncertainty around the Warner merger? That's a huge drop and they had some excellent numbers on paper over the last 12 monthsIt was that damn Stranger Things finale.
February 13Feb 13 53 minutes ago, Mat said:This is more stock market related, but what the hell is going on with the Netflix share price?It peaked in June with an all time high, but it's dropped to a 52 week low yesterday dropping to $75.53 per share (down about $56). Is it the uncertainty around the Warner merger? That's a huge drop and they had some excellent numbers on paper over the last 12 monthsI bought it cuz my son in law recommended. F'ing putz.
February 13Feb 13 35 minutes ago, dawkins4prez said:I bought it cuz my son in law recommended. F'ing putz.Is his name Vikas?
February 15Feb 15 On 2/14/2026 at 3:37 AM, dawkins4prez said:I bought it cuz my son in law recommended. F'ing putz.At $132 or at $75?I ended up getting some the last couple days. I bought at $82 and then again at $75.
February 15Feb 15 10 hours ago, Mat said:At $132 or at $75?I ended up getting some the last couple days. I bought at $82 and then again at $75.$83.
February 15Feb 15 On 2/13/2026 at 10:43 AM, Mat said:This is more stock market related, but what the hell is going on with the Netflix share price?It peaked in June with an all time high, but it's dropped to a 52 week low yesterday dropping to $75.53 per share (down about $56). Is it the uncertainty around the Warner merger? That's a huge drop and they had some excellent numbers on paper over the last 12 monthsThey're threatening massive layoffs if the acquisition doesn't go through, which it looks like it won't, so there's been a massive sell off. They'll be fine in the long term, but might be a rough year or so.
February 15Feb 15 3 hours ago, Gannan said:They're threatening massive layoffs if the acquisition doesn't go through, which it looks like it won't, so there's been a massive sell off. They'll be fine in the long term, but might be a rough year or so.Trump admin just terminated the antitrust chief overseeing the merger.
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