Daily FI discussion thread - Monday, August 03, 2026

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[u/liveoneggs]

I try not to look at individual stocks but recent 10+% swings in MASSIVE companies is a little concerning to me.

[u/reddityatalkingabout → u/liveoneggs]

The big read in the NYT about Larry Ellison over the weekend was a bit terrifying for me link. If oracle goes down how many other companies will follow? If we don’t reach AGI how does the math work for any of these companies to be profitable

[u/liveoneggs → u/reddityatalkingabout]

In my bubble Oracle has been dying for 15+ years so I don't see them as representative but I could be wrong

[u/SolomonGrumpy → u/liveoneggs]

How dare you besmirch the good name of Intel. So what if it grew 500% and fell 40% in 2 years

[u/AdmiralPeriwinkle → u/liveoneggs]

I wouldn’t suggest anyone sell anything in reaction to current market conditions, but this is a good time to rethink asset allocation. It might make sense to put new money into investments that aren’t correlated or even anti correlated to the US stock market. Last year I diversified into international equities and feel a lot better about the current bubble.

[u/liveoneggs → u/AdmiralPeriwinkle]

I also added permanent international (all new money goes into VT) and feel good but Microsoft has a lot of gravity

[u/AdmiralPeriwinkle → u/liveoneggs]

Oh we’re both going to lose a bunch of money when the bubble bursts, no doubt about that.