Posted: 10/15/2025 11:31:35 AM EDT
| Last Fall I moved some money in to Rare Earth mining, Small modular nuclear reactors, and drone manufacturing stocks. Staying away from anymore investments in AI. |
I thought I was wrong once, but I was mistaken.
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This small brokerage account is in addition to our two 401K accounts where we are still heavily invested in tech and AI especially TSLA which will eventually reach $1,00 in my opinion. US owned mines will see a lot of growth going forward especially Borate. The stocks I have shown below are fun to own, some are volatile but offer some alternative to the Tech and AI stocks. Going to have to make a decision soon on what to do with our over exposure in tech and AI. Right now is also a good time to be sitting on some cash......BTW it is OK to have some fun with investing as long as you keep it in perspective. SMR BWXT FEAM UAVS |
I thought I was wrong once, but I was mistaken.
Moderate-Length Barrel Evangelist
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Kind of an indirect bet on “AI” (LLM), no? And wouldn’t rare earths be an indirect bet on tech? Things that are NOT correlated: Consumer Staples Commodities Gold (miners) Treasuries (Some) Real Estate Unfortunately, these things suck sometimes. And sometimes they suddenly correlate during drawdowns and crashes. |
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I’m starting to think electricity and maybe water is a smart investment. Data centers are going to suck up vast quantities of both. I suspect data centers are a large part of the reason wholesale electric rates are rising fast. I’m just not sure at the moment where to put some money. More research on my part is needed. |
"It behooves every man to remember that the work of the critic is of altogether secondary importance, and that, in the end, progress is accomplished by the man who does things."
Theodore Roosevelt
Theodore Roosevelt
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Originally Posted By ColtRifle: I’m starting to think electricity and maybe water is a smart investment. Data centers are going to suck up vast quantities of both. I suspect data centers are a large part of the reason wholesale electric rates are rising fast. I’m just not sure at the moment where to put some money. More research on my part is needed. Of course, so do index funds. Cool thing about them is that the companies that are outperforming become larger percentages of the composition over time, so you don’t have to choose. That’s also true of XLU, but more narrowly. |
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Originally Posted By 1168RGR: XLU covers that. Of course, so do index funds. Cool thing about them is that the companies that are outperforming become larger percentages of the composition over time, so you don’t have to choose. That’s also true of XLU, but more narrowly. Will look into it. Thanks! |
"It behooves every man to remember that the work of the critic is of altogether secondary importance, and that, in the end, progress is accomplished by the man who does things."
Theodore Roosevelt
Theodore Roosevelt
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Originally Posted By Positronic: BTC is getting shiny. IN at $87087 BTC draws down every single time the tech sector has a big drawdown. I can’t say whether it is a good or bad investment, just that it isn’t really a move that escapes the perceived risk of AI/tech stocks. I also don’t yet fully understand the causation, so, again, I’m not saying it’s a bad asset. I have a hypothesis to examine sometime, though. |
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Originally Posted By Positronic: It is my policy to only buy BTC when it is dropping. Whenever it goes up, I sell some. I know, sounds really simple. I’m not questioning your strategy, just questioning if it really diverges from the perceived risk of AI or Tech stocks. Time may (or may not) show that it is a better strategy than trying to avoid tech right now. |