IMO
Imperial Oil Limited
stock NYSEAMERICAN

I'm an embedded dev, and it is a very useful tool, but it's being forced too hard by idiotic execs who spend too much time on LinkedIn.
See: companies that have implemented what are essentially minimum token usage policies on their workforce.
It's a great tool, but it's being oversold in such a huge way, and that's going to hit home really hard for some folk in the coming years IMO.

Good discussion.
I won't go into climate change much more - I've said what I had to say on that, and maybe humanity handles the transition well, or maybe it doesn't. Whether our hyper-capitalism system becomes part of the solution (via technological innovations in clean efficient energy) or becomes the primary driver of humanity's entire undoing (due to the incentivization structure of hyper-capitalism itself exacerbating the ill effects of climate change)... I'm not sure.
Infinite growth is a problem when the biggest companies in the world keep trying to compound to get infinitely bigger than markets (or the earth itself) can sustain. The current mega-caps (NVDA, GOOG, MSFT, META, AVGO, ORCL, etc.) are already already resorting to CapEx circular financing schemes to keep the line-go-up music playing as long as they can until something inevitably breaks.
Now, here's my rant about why I think the mega-caps should be paying reasonable dividends instead of prioritizing growth over all else. I think it's actually very insulting to the very philosophy of investing that cash cow companies like Apple, Google, Microsoft, Nvidia, and Meta STILL REFUSE TO PAY A DIVIDEND (that isn't a pathetic sub-0.75% yield) and are still trying to make-line-go-up-at-all-costs with financial schemes and social sociopathy instead of just transitioning to dividend stocks where line chops sideways. From the perspective of a potential investor, what's the point of even owning shares of a company if that company forever refuses to pay a reasonable dividend no matter how big they get and how much profit they make? It's like the company saying "I'm going to make a bunch of profit, but I'll never share a reasonable portion of that profit with you the shareholder - so go fuck yourself, and buy my stock bro." What the fuck do a company's profits actually even matter to an investor if the company refuses to ever pay a fair portion of those profits to the investor?
Enshittification:
Enshittifcation is a real thing, and not just a meme.
Facebook is a clear example of enshittification. The more money Meta makes, the shittier Facebook gets for those using it. Not being able to view a chronological feed and having your feed stuffed with 90% ads you don't care about is a deliberate decision Meta makes to make more money while having a product that is much shittier than it used to be. Nobody can realistically leave Facebook/Instragram for a better alternative because "network effect" and all that.
I agree with you on some of the positive advancements we've had in technology. It's nice that some things like TVs and other small household items can now be bought for cheaper than they used to. But on the other hand, the big expensive stuff like housing continues to be more and more expensive (even adjusted for inflation), despite all our technological advancements that should in theory make production of those things less costly and more efficient.
Overall, I think around 10 years ago we hit a shifting point where the negatives of hyper-capitalism really started to outweigh the positives as far as how corporations' applications of their technologies have affected society. Rather than using their new technologies to create better products, they've created arguably shittier products in many aspects (because they make more money and make line-go-up more). Things have been inching closer towards dystopia IMO.
AI making it easier to make art and writing is cute and nice to have, but if I'm being honest, the internet was already over-saturated with an over-abundance of that content before AI even came along. On balance, I would actually rather go back to the internet of old where I didn't have to seriously question whether I was reading/watching a human or a bot from a bot farm for every single thing I look at. Trust in the veracity of anything I look at on the internet is now dead, unless it comes from a fully trusted source. I can no longer rely on intuition or a "sniff test", because AI is pretty good at coming up with plausible-sounding bullshit.
With the technology advancements we've had over the years, were it not for our greedy USA hyper-capitalism incentivization structure, USA probably could have already mostly fixed the big issues that citizens and politicians have been complaining about for years and years -- affordable housing for all, affordable healthcare for all, and a better social safety net for all. But no, instead all the capital has gone towards an overabundance of B2B cloud/SaaS/AI circle-jerking in a virtual digital world on a computer screen (because that's where the best profit margins are bro!), which has sucked all the oxygen out of the room from allocating capital towards more important things that people need/want in the real physical world for a better quality of life. To illustrate, I can't think of a single major invention that has become a household staple (and whose primary function is to be something OTHER THAN computing hardware/software) since the microwave back in the 1970s.

Fermi is building one of the most ambitious private power infrastructures in the United States. The company aims to deliver gigawatt scale, behind the meter energy specifically for hyperscale artificial intelligence workloads.
Their flagship effort, Project Matador in the Texas Panhandle, is designed to reach 17 gigawatts of private generation, which is far beyond typical data center power projects.
Fermi’s strategy is to build dedicated private power campuses that combine natural gas, solar, and battery storage into a single integrated model.
Fermi is also pursuing nuclear development. The company filed a combined operating license application for 4 Westinghouse AP1000 reactors. The application was accepted by the Nuclear Regulatory Commission, marking the first such acceptance in 15 years. Nuclear generation is a central part of Fermi’s long term plan for clean and firm artificial intelligence power.
Fermi's HyperGrid campus is planned to support up to 11 gigawatts of power and 18 million square feet of artificial intelligence research and development space. It is located near Pantex and major gas fields, providing strong energy redundancy.
Fermi has begun commercial progress. The company signed its first anchor tenant, TensorWave, in a 6.5 billion dollar, 15 year lease for 222 megawatts with expansion rights up to more than 650 megawatts.
Q2 Financial Highlights:
$91.7 million of total cash and restricted cash on hand.
$185.0 million of capital invested in Property, Plant, and Equipment, bringing the gross balance to approximately $1.55 billion. Fermi remains focused on disciplined capital deployment matched to commercial progress.
$520.1 million of outstanding debt reflecting new borrowings, reflecting a $98.8 million net increase in borrowings under equipment financing facilities.
$25.8 million net loss, or $0.04 per basic and diluted share. General and administrative expenses of $26.8 million drove most of that result. Fermi remains pre-revenue and in its development phase, so spending tracks buildout rather than operations.
This is a new company founded early 2025 and is still pre-revenue but that should change in the near future. I am excited about the opportunity to own a player in the AI Power trade that is attacking the bottleneck problem from all angles. Bought today and have an order in for $6.
Big Risk/Reward here IMO, what do you guys think?

Just to point out, it does have a meaningful negative. It's existed for 4 years and underperformed VOO 3 of those.
I love the fund overall as it fills a useful role, but it's not an especially hot CAGR fund. It's more of a low beta diversifier IMO.

People still don't understand how valuable it truly can be. IMO one of these larger companies should have already tried to acquire it, but they are retards who don't see the value.

Some weirdos are into dividends dispite making no sense. SCHD is at best a quality tilt but also limited. IMO only actual reason dividends make sense are psycological, people feel better spending diivdends. Feels worse selling stock, dispite being same thing.

dude which was a bullshit pullback to begin with.. wallstreet has no idea how to classify reddit. They tanked on earnings IMO because they dont have strong c-suite presentation skills / confidence / etc..

There is no spin they can put on this to make it seem positive. IMO, they either need the institutional investor that he hee keeps alluding to or bust. But honestly, who really sees this happening?

Nothing in active trading is set and forget. 
Building trading bots is a waste of time and money IMO. Its like training a kid to race F1 Ferraris from simulations. 
If he starts getting good at simulations, are you gonna trust him to race in F1 series with tons of cash on the line??? 
Thats the equivalent of training a bot to trade for you. 

[This post](https://www.reddit.com/r/Bogleheads/s/EE9D4VfFS3) has 349K views and over 275 up votes. I would say there is an interest in this type of information.
The current post has 30K views and will likely reach more. The numbers are from Morningstar, and the opinions are mine. And my opinions are backed up, IMO, by the numbers.
>Why are you assuming that the only goal here is long-term gains during bull markets? What about the investor looking for short term stability before and during retirement?
Hold cash instead of bonds. Wrote about that [here.](https://www.reddit.com/r/Bogleheads/s/ZxYaFQnOmd) [Barry Ritholtz](https://ritholtz.com/2026/08/lets-talk-about-cash/) wrote about that topic yesterday and I share a lot of the same opinions--mostly the idea that whatever marginal yield an Investor MIGHT get from bonds is outweighed by the volatility in bonds NAVs.

Mostly because (IMO) an unqualified individual will never beat high frequency automated trading over the short term, or experienced fund managers in the long term 

Why crypto? What was your edge, what time frames? Crypto is one big dice roll IMO as it is already. Trading that volatility is just asking for it. Mind telling me what dates it was working and when it stopped. What did the rest of the market look like?

That’s what I’m sayin. There are millions of retail investors around the world that have no idea this is happening. Or they don’t think it will actually happen. The day of approval the coverage will be wall to wall, worldwide, and all those people’s money will then enter into the CMPS market at once. The active/retail float on this stock is only like 35 million shares. The incoming buy orders from all the media attention are going to overwhelm the order book and the price will skyrocket. Just look at the last two times we’ve had 30mil+ volume in a day, the price jumped \~50%. Now multiply that volume by like 3-5 (IMO). I’m expecting to hit a very high peak that day that I’m planning on taking advantage of.

In ThinkOrSwim, I just click the ask price in the options chain, it fills an order ticket, and I click "confirm and send". It's easy and fun!
/sarcasm
Note that earnings plays are, IMO, just for fun. My positions are relatively small compared to my other trading activities.
I close all earnings plays by 9:45am ET the next morning, win or lose. Much more fun than counting cards in blackjack, just no free drinks.
## Earnings and bios.
Biotech definitely gap up/down with earnings outlooks, and if you are gap mining, can be profitable, though harder to pick-- my position sizes are half what I normally do....
And today there just were almost no IT stocks, and I was bored after the morning day trade session -- SNDK and MU were a fun day - in particular the move from 11am to 11:30am was epic... everything else was a dull roar after that, LOL.

someone with 5 million in VOO is rich IMO

in the past week , AMAZON is getting crushed IMO due to Bezos liquidating some shares & CAPEX, the shares sell was likely the rumored purchase of Liverpool soccer team .

What brokerage gives a 19 year old that type of leverage. IMO that is gross negligence by the brokerage.

IMO, distributors don't necessarily provide better fund selection. Many distributors have targets not just for investment, but specific funds. Your and the distributor's interests may not align.

Congrats, you just became a manager/team lead! To keep your brain sharp, you should level up your thinking. Analysts are typically given problems with known solution paths, like end-of-chapter problems. Solving them makes your brain work, of course, but your goal is to move to the next level, where the solution path is broad, like IMO problems, or there’s no known path at all, like open problems.
AI is not that good at reasoning yet: it either overhedges or jumps to conclusions too quickly. So you need 100% of your brain to get to the right solution. There’s always an open problem lying around waiting for its turn. Ask your team lead if they have one, and start working on it.

Any dividend growth rate that outpaces the inflation rate is sufficient enough IMO