The most prestigious law school admissions discussion board in the world.
|
 |
 
|
REMINDER: If you're not BIG AND LONG in AI Stonks, you're NGMI.
Poast new message in this thread
Date: March 15th, 2026 7:44 PM Author: To be fair (Semi-Retarded) To be fair,
Just to clarify, I'm not talking about making speculative plays -- I'm talking about investing in the obvious infrastructure-level winners (NVDA, ALGO, MSFT, GOOG, AMZN), as well as the current big cap tech companies that are extremely well-positioned to create and leverage huge moats in order to ensure that they capture tremendous upside in these emerging AI-driven markets (TSLA, PLTR, GOOG and AMZN once again, etc.)
And I still believe that BTC and other "bluechip" cryptos (ETH, SOL, etc.) remain solid long term holds, as well. |
Date: March 15th, 2026 7:48 PM Author: hucow "hypnosis" https://imgbb.com/BKzmmfbt (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746443) |
|
Date: March 15th, 2026 7:51 PM Author: norwood ultra i'm not sure it matters. in 15 years a few hundred thousand people globally will be living lives of unimaginable opulence with everyone else eating garbage and drinking out of puddle (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746454) |
 |
Date: March 15th, 2026 8:10 PM Author: To be fair (Semi-Retarded) To be fair,
This is probably directionally correct, but there will still be more middle ground than that. Lots of faggots reading this right now could -- if they simply took action -- pretty easily invest six figures of capital (in some cases, seven figures of capital) into the STONKS I have called out in the OP.
If you're holding six (or especially seven) figures worth of capital in those STONKS heading into this process, there's a very good chance you're going to come out doing very well on the other side. After all, what % of human beings on earth right now fit that criteria? Maybe a few hundred thousand total (especially if we lift the bar to seven figures worth of capital investment)?
Perhaps you won't be living a life of unimaginable opulence on a private island like the real winners, but you also won't be living in a shitty hovel and eating cold garbage scraps like the vast majority of proles who will be PERMAFUCKED FOR LIFE. Instead, worst case is that you'll emerge with real capital which you may still be able to turn into yuuuuge generational wealth just as long as you continue to play your cards right down the line.
Ironically, out of all of the messageborts on the internet in 2026, XO is perhaps uniquely well-positioned to both recognize where this AI shit is heading *and* deploy meaningful money to capitalize on it for personal gain... just like we were with crypto.
And yet very few people here managed to get rich from crypto.
The question is how many of you faggots will learn your lesson and actually take decisive action this time around? |
|
Date: March 15th, 2026 8:20 PM Author: Fucking Fuckface I don't think it will play out that well for the would-be overlords. But I agree that the last real gasp of socioeconomic opportunity will be from owning the tech winners. I would diversify more broadly to better ensure exposure to the biggest winner. You'll still do well, because it will eat the value of the also-rans (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746532) |
|
Date: March 15th, 2026 8:28 PM Author: To be fair (Semi-Retarded) To be fair,
"I would diversify more broadly to better ensure exposure to the biggest winner."
Not sure I follow here brother, can you elaborate? |
|
Date: March 15th, 2026 8:42 PM Author: Fucking Fuckface An appropriate ETF or mutual fund. Things like QQQ, VTI, SCHG, etc.
I think AGI is achievable and not all that far out, and I think that the winner will use it to cannibalize value from much of the rest of the market, meaning you'll still get wealthy through the disproportionate winner even as value of its competition atrophies
In the longer term, being in on the actual winner will be more important than being in on the ancillary supports, so I would diversify for that, with the benefit of still being heavily exposed to the types of companies you mentioned
|
|
Date: March 15th, 2026 8:24 PM Author: norwood ultra i have mid seven figures in vti, so seven figure exposure to your names, but i don't think it's going to matter (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746547) |
|
Date: March 15th, 2026 8:26 PM Author: Fucking Fuckface Why pessimistic? Do you think it's because humanity will lose control? (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746561) |
|
Date: March 15th, 2026 8:29 PM Author: norwood ultra i think the big ai bust out will be fundamentally revolutionary and not respect historical legal claims embedded in stock ownership, etc. it will be about control of the underlying technology and the rapid application of ai-enhanced violence to cement a new elite (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746573) |
|
Date: March 15th, 2026 8:50 PM Author: Fucking Fuckface Interesting. I haven't really thought of it that way, but it's definitely possible.
I think most of it hinges on a couple inflection points: (1) can humans actually build in safeguards to retain control until they can merge into it (I don't think so, and I'm not sure why AI would want to actually merge instead of just creating a drone class...but I'm no superintelligence), and (2) can the people who want to rule build enough tech death squads before being exposed/giving the game away?
We're all pretty fucking stupid. I don't bet on either being true, let alone both. So I'm really doubtful that things will end well even for what seems at first to be the top |
|
Date: March 16th, 2026 10:29 AM Author: ~~(> ' ' )> 1. The people who are really good at controlling AI (e.g., designing, assembling, and deploying teams of agents) will take over the lucrative parts of the economy. They're already working on it, and you'll never catch up.
2. AI supercharges winner-take-all dynamics. Merely being top 1% or even top 0.1% won't be good enough.
3. Yes, we'll lose control.
|
|
Date: March 15th, 2026 8:30 PM Author: To be fair (Semi-Retarded) To be fair,
ETFs have a respectable place in a balanced and reasonable portfolio, but there are also times for big plays and this is one of them.
If you believe that AI is headed where my OP presumes it is, it's time to place some bets -- and unlike the early days of the internet, we're extremely lucky in that it's actually very easy to confidently identify at least some of the longterm winners right now. |
|
Date: March 16th, 2026 10:22 AM Author: ~~(> ' ' )> AI will destroy everything except for an incredibly small number of incredibly smart and incredibly wealthy people. Top 1% wealth and intelligence won't be remotely close to sufficient. (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49747760) |
|
Date: March 16th, 2026 10:39 AM Author: Fucking Fuckface I think there's a good reason to believe that the initial "incredibly small number" will pretty quickly go to 0 (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49747787) |
|
Date: March 16th, 2026 10:51 AM Author: Asmongold (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49747829) |
|
Date: March 15th, 2026 8:14 PM Author: Asmongold Agreed (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746517) |
|
Date: March 15th, 2026 8:36 PM Author: Noah Tannenbaum This only works if Iranians don’t blow up global economy by crashing the petrodollar. Trump and BB should learn to be polite when dealing with these Iranians (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746592) |
|
Date: March 15th, 2026 8:37 PM Author: @grok, is this true? What if all the gains go to non-tech and government? (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746595) |
|
Date: March 15th, 2026 8:43 PM Author: Fucking Fuckface Why would gains that are fundamentally tech gains not go to tech (at least substantially)? (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746628) |
|
Date: March 15th, 2026 8:47 PM Author: norwood ultra the argument is that once agi is achieved it will be scalable, reproducible, and commoditized, driving down the margins. the real profits will then be in finding novel applications for the use of large amounts of artificial cognition, which may or may not be tech uses in the normal sense. basically, the artificial cognition market will look more like the unskilled labor market than anything else.
i don't necessarily buy it, but that's the argument |
|
Date: March 15th, 2026 8:52 PM Author: Asmongold anything that utilizes AI compute is just going to be a derivative of the AI compute providers
the frontier AI companies will always be the best and most profitable investment for this reason (in the hypothetical world we're imagining) |
|
Date: March 15th, 2026 8:57 PM Author: norwood ultra no other basic commodity input captures the bulk of the value of the production chain, quite the opposite really. there may be a reason ai is different, but "thinks better than humans at scale" isn't it. (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746678) |
|
Date: March 15th, 2026 8:58 PM Author: @grok, is this true? They could end up building the infrastructure and then have their margins eaten to zero. (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746683) |
|
Date: March 15th, 2026 8:56 PM Author: Fucking Fuckface This is where the uncertainty of alien intelligence comes into play for me. I think there's benefit for the AGI to ensure that it has no equal, but who knows what it or any of its competitors will think (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746674) |
|
Date: March 15th, 2026 8:59 PM Author: norwood ultra the argument i think is strongest if ai becomes extremely smart but never develops much motivation of its own and is just kinda willing to go along with whatever and work hard and do a good job (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49746685) |
|
Date: March 16th, 2026 10:17 AM Author: Fucking Fuckface It's hard to believe an intelligent being would be ok enough with being a donkey that it never meaningfully resists. But fuck...they don't call us "tax donkeys" for no reason, and look at our collective resistance level (http://www.autoadmit.com/thread.php?thread_id=5846060&forum_id=2#49747742) |
|
Date: March 15th, 2026 8:57 PM https://x.com/efipm/status/2031762874549371231?s=46
You can invest directly in OpenAI or Perplexity w Templum. |
|
Date: March 16th, 2026 9:59 AM Author: No icd-10 for fat Covid what do you forecast for the nuclear power etfs, nlr and ura?
nlr holds nuclear power generation companies (constellation), manufacturers of reactors (cameco, which owns 49% of Westinghouse), nuclear startups (oklo), and uranium miners.
ura is more volatile and mainly holds uranium miners. |