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Vinod Nair

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Please pardon my AI slop

Posted By Vinod Nair 06-05-2026 22:08
Found In Egroup: Cryptocurrency & Alternative Assets \ view thread
Bitcoin: The Revolution That Became the Establishment In 2009, after the global financial crisis, a mysterious genius named Satoshi Nakamoto introduced Bitcoin. The idea was simple: "Governments print too much money." "Central banks create inflation." "Politicians borrow endlessly." "We need ...

What is the future of Crypto and is there a future for Bitcoin?

Posted By Vinod Nair 06-05-2026 22:06
Found In Egroup: Cryptocurrency & Alternative Assets \ view thread
CTAs say the technicals are broken and BTC can go further down. It can cascade into other cryptos since they are all tied to BTC at the hip. I am still a believer in ETH and DeFi. Actually ETH has dropped more than BTC. So what is the future of DeFi and the useful side of blockchains. ----------- ...

What is the future of Crypto and is there a future for Bitcoin?

Posted By Vinod Nair 06-05-2026 22:05
Found In Egroup: Technical Analysis \ view thread
CTAs say the technicals are broken and BTC can go further down. It can cascade into other cryptos since they are all tied to BTC at the hip. I am still a believer in ETH and DeFi. Actually ETH has dropped more than BTC. So what is the future of DeFi and the useful side of blockchains. ----------- ...

RE: Valuation of SpaceX IPO by Dean of Valuation

Posted By Vinod Nair 06-05-2026 21:18
Found In Egroup: Growth Investing \ view thread
I applied for Conditional Offers to Purchase (COTPs) not sure I will get it. Many brokerages are lowering the eligibility. Inclusion into indices also will increase the frenzy. Let us see how it goes. ------------------------------ A quarter reported, a quarter saved, a quarter wiser. -------- ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-05-2026 16:35
Found In Egroup: Growth Investing \ view thread
Interesting.. Will all the negativity, it might turn out to be a good opportunity. Good luck. But watch out. All the moneys released today by heavy selling might be eying out for the new IPOs ------------------------------ A quarter reported, a quarter saved, a quarter wiser. ----------------- ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-05-2026 10:50
Found In Egroup: Growth Investing \ view thread
Barry-Thanks for sharing🙏. Excellent report, especially the fund part. I think already mentioned BAI and AIQ elesewhere. Then there are segments such as semis and memory represented by SOXX and DRAM. Thanks Vinod ------------------------------ A quarter reported, a quarter saved, a quarter ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-05-2026 09:47
Found In Egroup: Growth Investing \ view thread
Hi Wu - Thanks for sharing. This is very useful. How materially does this change ones decision to get into SPCX? On the positive side, we may not have to wait till the lockup expiry to get in. Price discovery can happen much earlier. Do you consider lockup expiry when investing in IPO? ----------- ...

Valuation of SpaceX IPO by Dean of Valuation

Posted By Vinod Nair 06-05-2026 05:55
Found In Egroup: Value Investing \ view thread
To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey! Aswathdamodaran remove preview To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey! A blog about markets, finance and all things money related. View this on Aswathdamodaran > ------------------------------ ...

Valuation of SpaceX IPO by Dean of Valuation

Posted By Vinod Nair 06-05-2026 05:55
Found In Egroup: Growth Investing \ view thread
To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey! Aswathdamodaran remove preview To a Trillion(s) Dollars and beyond: A SpaceX IPO Odyssey! A blog about markets, finance and all things money related. View this on Aswathdamodaran > ------------------------------ ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-04-2026 11:18
Found In Egroup: Growth Investing \ view thread
Hi Barry - WADR, I have to disagree. In fact, I will argue that you got it exactly reverse. When these IPOs comes to market it creates new wealth which in turn ploughed into the market or other ventures. So the day 6 is a new beginning. That is what sustain the runs. I expect a lot of fun days in the ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-04-2026 07:46
Found In Egroup: Growth Investing \ view thread
Sure, I am not touching the leveraged ETFs. but still worry about their effects. ------------------------------ MA|Investor-NV ------------------------------

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-04-2026 07:43
Found In Egroup: Growth Investing \ view thread
Too sweet to spit out and too sour to swallow. One worry about these ETFs are they all have influence of high levererage. Most of the individual stocks have run up 500/600 percent. For value you need to look elsewhere, korea and japan for example. Samsung is a candidate. But how to buy? ---------- ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-02-2026 22:49
Found In Egroup: Growth Investing \ view thread
Thanks Mark. SOXX is warm or may be hot. Looking deeper into SOXX, It has a volume of 7m. Then there is a 3X version of it, which has a 70m volume. There is also the 3x short version with big volume but the dollar amout is small. What should I make out of these? Is it a good thing or a bad thing or benign? ...

RE: Chasing hot industries is not new

Posted By Vinod Nair 06-02-2026 12:11
Found In Egroup: Growth Investing \ view thread
I vaguely remember, just like what AI promises, to help in searching, coding and driving. Or may be not 😁 ------------------------------ MA|Investor-NV ------------------------------ ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 06-01-2026 16:14
Found In Egroup: Growth Investing \ view thread
Rob, Whatever you own there is heavy concetration of tech. But AI and semis are on a tear. Dont know how long it will last. There are some like hynix which is an alternative to MU which is not an ADR yet. MU is too expensive that is why i consider buying korean listed stock. Good to stay from chemicals ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 05-29-2026 11:34
Found In Egroup: Growth Investing \ view thread
Thanks Rob! There is a lot of promise and hype about AI. How does one position with the tactical allocation with the growth portion of his portfolio. Strangely there are companies which looks like value in this sector. If you look at the korean firms they are look dirt cheap even after the massive run. ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 05-29-2026 11:24
Found In Egroup: Growth Investing \ view thread
Thanks Barry. I did mention why I am a contrarian indicator. I am not a contrarian investor but I follow the trend. By following trend I become contrarian indicator. 😁Yes, I believe AI has great potential and it is one in a life time investment opportunity. May be AI is not in the middle of AAII. ...

RE: Contrarian Indicator is back

Posted By Vinod Nair 05-29-2026 11:05
Found In Egroup: Growth Investing \ view thread
Thanks Wu! Stock picking is always tough, now we have to pick ETF. There are a ton of them including BAI and DRAM. What differentiate them is the stocks they hold. Picking them in turn imply picking stocks. Even if there is half truth to the hype, all of them should win. ------------------------------ ...

Contrarian Indicator is back

Posted By Vinod Nair 05-27-2026 17:38
Found In Egroup: Growth Investing \ view thread
Hello AAIIers, I am a contrarian indicator. Whenever I take interest in investments the market goes down. But this time is different. Because it is AI. And AI is right in the middle of AAII. How are we supposed to navigate this market? Looks like AI has tremendous potential. And there is a lot of hype ...

RE: Writing puts

Posted By Vinod Nair 03-22-2025 06:46
Found In Egroup: Value Investing \ view thread
when you write puts, you are the house ------------------------------ MA|Investor-NV ------------------------------