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From: The Natural Philosopher <tnp@invalid.invalid>
Newsgroups: comp.os.linux.misc
Subject: Re: "DeepSeek" - China AI App Shakes Up Tech Markets
Date: Thu, 30 Jan 2025 09:23:40 +0000
Organization: A little, after lunch
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On 29/01/2025 14:22, D wrote:
> 
> 
> On Wed, 29 Jan 2025, The Natural Philosopher wrote:
> 

>>
>> There was a nice sharp drop in tech prices on the markets. I used it 
>> to increase my holding in tech funds. Fund managers dont know as much 
>> about AI as I do, and that's little enough.
>>
>> There are other things going on in tech besides attention grabbing AI.
> 
> What is the most interesting tech trend apart from AI?
> 
> I have no tech in my portfolio. Since I work with tech, I tend to like 
> what the masses don't. So I stay away from it. ;)
Mr D. I have in my portfolio anything that is *managed by someone else*, 
that has shown consistent growth over the last few years.

Plus a few speculative gambles.

The fund I bought into is global technology accumulation, BUT they also 
will hedge into cash in falling markets and buy long to amplify market 
movements.

No financial adviser would consider them safe, but they have really 
delivered consistent returns. It just so happens that at the height of 
the pandemic tech got a huge boost, and although it sagged later, its 
all very fashionable with the markets, whereas energy has it seemed 
almost peaked out.

The trick with investing is to follow the herd. You may thereby only see 
arseholes, but who cares if you can make 10% ROI?


-- 
Those who want slavery should have the grace to name it by its proper 
name. They must face the full meaning of that which they are advocating 
or condoning; the full, exact, specific meaning of collectivism, of its 
logical implications, of the principles upon which it is based, and of 
the ultimate consequences to which these principles will lead. They must 
face it, then decide whether this is what they want or not.

Ayn Rand.