Subject: Re: OT mostly: forevers
NVDA, GOOGL, AMZN, MSFT
and for the non-US
TSM


If I really was making a port to drop down and leave forever, I'd probably want maybe 1/2 SP500 and 1/2 the stocks above, so essentially an SP500 port but with even more weighting in AI than SP500 already has.

I do think AI is on pace to be as big as Fire in terms of its techcnical impact on humanity. Wouldn't it be cool if there was a tracking stock that purported to capture the value of fire? I don't know what stocks would be in it but its ticker symbol would be FIRE.

Its important to realize that AI is more than just Chat and Chat that can build Software. AI has been being built up for probably pushing the last 20 years, Google Search has been pretty AI'ish for a long time. The big LLM things in the last 3-5 years were a gigantic step forward, I'd say on a par in terms of human growth with your child learning how to talk. The telling way to think of AI's ability to program computers is that, essentially, English, Mandarin, French, German, Cantonese, Hindu, etc. have become the de facto new "programming languages", no longer does a human need to learn how to program in order to program. If you can work with another human then you can "program" a computer to do productive things.

Is this just a port made to make a point? Maybe, but it is approximately how I am invested. In my case I am more greedy than fearful and am pleased to see others promoting fear among AI investors because some guy once told me to be greedy when others are fearful. I'm 68 and have enough money to retire and "probably" be OK spending what I have been spending before I retired. I just sorta believe that I can probably do better than risk free rates of return, finally, and for some reason am willing to try to goose the total before quitting working.

R: