Options and real estate wedlock - a beginner level trade on a real estate backed asset

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HemorrhagicShock said:
I'd say those big 5 investments were good to me in many more ways than medicine ever was!

Do I wish I was still doing something within medicine? Absolutely. I've been pretty bored now that I've come to almost two years out of the pit.

I want to do something that uses the medical knowledge I've built, but my god do I loathe talking to patients and families.

I've tried my hand at a few things in terms of a career pivot, but since I'm so geographically stubborn, none of it has worked out.

But I got something on the backburner which is a long-shot and likely a stupid move, but I'm looking forward to how it works out.

The best part about my situation is I have such a nice fallback cushion and can experiment forever on new career paths.
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Did medicine give you the opportunity ($$$) to make these investments?
 
HemorrhagicShock said:
I actually think BTC and TSLA will grow at a similar rate over the next decade.

Lots of people modeling both out there and when you look at the confluence of predictions it seems like they're a "safe" 5-8x over the next decade assuming no massive black/grey swans (which, again, could be POSITIVE and result in higher than the 5-8x predictions)
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I got my BTC goal met, how much should I throw in TSLA?
 
finalpsychyear said:
Ok ur posts make more sense and ur insistence that 2.5m is retirement money.
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2.5m and no mortgage payment is more than enough for me to cut back drastically.

All the analysis out there about people who retire with a couple of millions show that they left this world with more money than when they retired.
 
Splenda88 said:
Did medicine give you the opportunity ($$$) to make these investments?
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It doesn't matter where the income came from, but yes, I'll play along with the pedantry and agree that medicine, and in particular a 4-year residency that led to a near half-mil per year job, was very helpful.
 
SeekerOfTheTree said:
I became a doc because I would have had less as an engineer lol. Did the math before I applied.
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Splenda88 said:
No, you did not.
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Obviously someone making such a huge life decision is going to run the numbers before doing it.

It would be insane otherwise to leave a 6 figure income, financial stability and to go back to school, acquire debt if there wasn’t improvement in quality of life and financial outcome.

I would be shocked if someone with an engineering background didn’t run a full analysis before making the jump. He obviously did.

Heck….i ran the numbers between picking EM and becoming a cardiologist. The extra 3 year opportunity cost was taking decades to catch up.
 
SeekerOfTheTree said:
I got my BTC goal met, how much should I throw in TSLA?
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This is such a detailed question that comes down to risk tolerance, investment time outlook (when do you need the money), and how much you have on hand to invest, what does the rest of your portfolio look like, are you supporting/responsible for a family or just yourself? I could go on and on and on.

What I will say is that TSLA, like NVDA, like a lot of the Mag7 has such a deep base and huge structural market inflows that at this point they will all outperform a SPY index over the next decade, so pick the few race horses you like and can follow closely, and DCA into a position.

Say you have $100,000 that you want to invest in TSLA, and know that you want to HODL it for the next 10 years. Spend the next year buying $10k or so per month. Or do it over 6 months. Or split it half-half and do $50k TSLA now, and put that other $50k into some other investment while you earn more cash to continue to build your TSLA position later on.

I will say I expect 2026 to be a banger of a year due to tons of liquidity coming back to the market and the (now-cliché-to-say) fact that Trump et al are gonna want fat markets going into the midterms (ESPECIALLY given the whole Minneapolis thing, because as I see it they are completely screwed for the midterms, it's going to be a massive blue wave again).

Thus for me I would want to be fully positioned going into 2026, though like always we'll have a "sell in May and Go Away" dip going into summer, so that might be another opportunity to layer in before a banger of a mid/late Q3 and Q4.
 
cyanide12345678 said:
Obviously someone making such a huge life decision is going to run the numbers before doing it.

It would be insane otherwise to leave a 6 figure income, financial stability and to go back to school, acquire debt if there wasn’t improvement in quality of life and financial outcome.

I would be shocked if someone with an engineering background didn’t run a full analysis before making the jump. He obviously did.

Heck….i ran the numbers between picking EM and becoming a cardiologist. The extra 3 year opportunity cost was taking decades to catch up.
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I was a nurse making 45k/yr 12+ yrs ago working ONLY 2 days/wk and it did not occur to me to run numbers before making the move. Things ends up working out financially anyway.
 
Splenda88 said:
I was a nurse making 45k/yr 12+ yrs ago working ONLY 2 days/wk and it did not occur to me to run numbers before making the move. Things ends up working out financially anyway.
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You gotta do a thread sometime to talk about your decision to make the jump to the MD/DO world as an RN. I'd be interested in the story, and/or some of the incentives and forces that led you to make a career change already 8 years into an RN stint.

I love hearing about career switchers, they tend to be some of the more interesting people in my circles.
 
Splenda88 said:
I was a nurse making 45k/yr 12+ yrs ago working ONLY 2 days/wk and it did not occur to me to run numbers before making the move. Things ends up working out financially anyway.
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Nurses aren’t really trained to to look at questions and analyze mathematically to come to a solution.

But inherently, someone making 45k just knows that they will be better off financially if they made ‘doctor money’. When income is low - you kinda just know especially since most nurses believe that doctors are loaded.

An engineer making 150k though who stops making that and instead adds 50k/yr of expenses, and then makes less in residency for several years. It’s almost a million dollar opportunity cost, Boy o boy it’s actually not as obvious that you’ll come out financially ahead especially if he had gone into peds or FM.
 
HemorrhagicShock said:
You gotta do a thread sometime to talk about your decision to make the jump to the MD/DO world as an RN. I'd be interested in the story, and/or some of the incentives and forces that led you to make a career change already 8 years into an RN stint.

I love hearing about career switchers, they tend to be some of the more interesting people in my circles.
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I did not like nursing as a profession. The tasks were mundane to me IMO.

I don't want to sound like an elitist, but I did not like being part of a cohort in which I was probably in the top 10% when it comes to intelligence. I tutored nursing students (eg. CNAs, LPNs) I worked with when I was a nurse and it was truly shocking.

I actually should have realized that when I was in nursing school. I did nursing while I was working FT at a grocery store and partying sometimes, and I did not have any issues getting good grades while my classmates were struggling. I am not a smart person by any stretch.
 
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cyanide12345678 said:
Nurses aren’t really trained to to look at questions and analyze mathematically to come to a solution.

But inherently, someone making 45k just knows that they will be better off financially if they made ‘doctor money’. When income is low - you kinda just know especially since most nurses believe that doctors are loaded.

An engineer making 150k though who stops making that and instead adds 50k/yr of expenses, and then makes less in residency for several years. It’s almost a million dollar opportunity cost, Boy o boy it’s actually not as obvious that you’ll come out financially ahead especially if he had gone into peds or FM.
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I was working 2 days/wk, but had I chosen to work 4 days (48 hrs), salary would have been > 100k/yr. I hated nursing so much and could not see myself working more than 2 days/wk.
 
HemorrhagicShock said:
It doesn't matter where the income came from, but yes, I'll play along with the pedantry and agree that medicine, and in particular a 4-year residency that led to a near half-mil per year job, was very helpful.
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Im feeling bullish for a 2026 run with new fed chair and gdp growth hitting 5-6%. Just watched the all in podcast its eerily been accurate last few years on general trends.
 
Is Trump becoming a war president?
 
TooMuchResearch said:
Update: I didn't sell some things when I should have. I also sold some things when I should have and regret it.
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I am not smart enough, detailed enough, focused enough, or interested enough to do day trade. i have learned the amount of work adds little to my bottom line if any. Made more mistakes than I can count.

I am now buy and hold the mag 7 + a few tech then writing covered calls to get premiums especially when they have a run up.
 
Splenda88 said:
Is Trump becoming a war president?
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From a stock perspective, he's funding space stuff in that way. Space is the only sector the government hasn't cut. In fact, in addition to NOT cutting space, the sector overall is getting an EXTRA 500 billion beyond what was requested by congress. So, investing heavily here. Commercial space is having cash thrown at it
 
Splenda88 said:
I did not like nursing as a profession. The tasks were mundane to me IMO.

I don't want to sound like an elitist, but I did not like being part of a cohort in which I was probably in the top 10% when it comes to intelligence. I tutored nursing students (eg. CNAs, LPNs) I worked with when I was a nurse and it was truly shocking.

I actually should have realized that when I was in nursing school. I did nursing while I was working FT at a grocery store and partying sometimes, and I did not have any issues getting good grades while my classmates were struggling. I am not a smart person by any stretch.
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How come you chose not to do the CRNA route?
 
emergentmd said:
I am not smart enough, detailed enough, focused enough, or interested enough to do day trade. i have learned the amount of work adds little to my bottom line if any. Made more mistakes than I can count.

I am now buy and hold the mag 7 + a few tech then writing covered calls to get premiums especially when they have a run up.
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Not day trading. Had a blow off top feeling on most of my positions in October and didn't listen.
 
Same. I play with options from time to time in a fun-money account, but generally I buy high growth potential stocks and just shovel cash into them and pray

worked out for RKLB
working out for PL
RDW get your **** together, here's another 2k
 
EMdoc235 said:
How come you chose not to do the CRNA route?
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Anesthesia has never been a thing that was attractive to me. Also, I have seen interaction in nursing school of proceduralists (GI/surgeon, pulmonologist) with CRNA that I did not like.
 
AlmostAnMD said:
Same. I play with options from time to time in a fun-money account, but generally I buy high growth potential stocks and just shovel cash into them and pray

worked out for RKLB
working out for PL
RDW get your **** together, here's another 2k
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I was looking at RDW and I think it's already too high. My entry is point $9.5/share
 
Splenda88 said:
I was looking at RDW and I think it's already too high. My entry is point $9.5/share
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They have an ATM dilution I'm waiting on and the wait is killing me

I'm putting money into it with each check but my giant shovel from the vault is waiting for that to drop it. ALthough it seems priced in somewhat already and it's not likely they'll sell them all at once, so I might be waiting for something that isn't happening.

As mentioned earlier in this thread I put a quarter million on '27 calls which are already printing. So I guess I'm ready either way, but I just need this band-aid to rip
 
Opened positions in AMZN, COPX, XME. Haven't messed around with metals before and I wanna play a little.
 
AlmostAnMD said:
They have an ATM dilution I'm waiting on and the wait is killing me

I'm putting money into it with each check but my giant shovel from the vault is waiting for that to drop it. ALthough it seems priced in somewhat already and it's not likely they'll sell them all at once, so I might be waiting for something that isn't happening.

As mentioned earlier in this thread I put a quarter million on '27 calls which are already printing. So I guess I'm ready either way, but I just need this band-aid to rip
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When do you think that will be formally announced? That might take share down to $5-6.
 
It was announced last year

But

1) it isnt even guaranteed

2) if it does happen its thought to be small increments

3) the price of this is (mostly?) Already in given it dived after the announcement.

Rklb did similar stuff as well, diluting to aggressively expand. Worked out well for them, but not a guarantee
 
If dilution is priced in, will it move depending on amount of dilution? I may just take a 50K position, buy/hold and sell some covered calls to add more shares.
 
That sounds right? This gets somewhat outside my area of expertise, I follow company news more than this aspect of things. Iirc it was a $250M dilution, and the amount of shares even needed to do it have dropped quite a bit recently due a rise in SP.
 
AlmostAnMD said:
Same. I play with options from time to time in a fun-money account, but generally I buy high growth potential stocks and just shovel cash into them and pray

worked out for RKLB
working out for PL
RDW get your **** together, here's another 2k
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Wait are you in rdw too? I'm just watching, it's not quite ready for me. Buddy is in though.
 
Watch it too long and you'll regret when it pops!

I loaded up on RKLB for yeeeeearsssssss when it wouldn't break six bucks, about to crack 100

Not that this is guaranteed the same path, but it has a good feel for me. Indeed, it may not take off, but if it does this is the loading time, not later
 
Tsla not selling FSD anymore and now just SaaS. Robotaxi going to be real in the next 1-2 years IMO and regulations is the only barrier. Just bought another 250 shares.
 
man PL and RKLB are the gifts that keep giving. I put half my 401k into PL and it's tripled since September. A defense gamble play I'm slowly building a position in is KRKNF, maritime defense and energy company. Still a canadian penny stock company that supposedly will be uplisting to the Toronto Stock Exchange (and possibly Nasdaq) this year.

Here is a nice breakdown on it if anyone is interested.
northwiseproject.com

What Is Kraken Robotics? The Company Behind Undersea Autonomy

What is Kraken Robotics? A look at its role in undersea defense, autonomous systems, high-margin commercial services, and Anduril Partnership.
northwiseproject.com northwiseproject.com
 
Not the first time I've heard KRKNF. Looked cool but too lazy to invest in international stuff

It's probably a good play for defense stocks. The ocean is a huge unknown, Russian sub tracking is a nightmare
 
GoBeers said:
man PL and RKLB are the gifts that keep giving. I put half my 401k into PL and it's tripled since September. A defense gamble play I'm slowly building a position in is KRKNF, maritime defense and energy company. Still a canadian penny stock company that supposedly will be uplisting to the Toronto Stock Exchange (and possibly Nasdaq) this year.

Here is a nice breakdown on it if anyone is interested.
northwiseproject.com

What Is Kraken Robotics? The Company Behind Undersea Autonomy

What is Kraken Robotics? A look at its role in undersea defense, autonomous systems, high-margin commercial services, and Anduril Partnership.
northwiseproject.com northwiseproject.com
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What does rocket lab even do?

Mannnnnn feels sooooo overvalued.

400% rise in less than a year. Congratulations for getting in on a multi bagger
 
GoBeers said:
man PL and RKLB are the gifts that keep giving. I put half my 401k into PL and it's tripled since September. A defense gamble play I'm slowly building a position in is KRKNF, maritime defense and energy company. Still a canadian penny stock company that supposedly will be uplisting to the Toronto Stock Exchange (and possibly Nasdaq) this year.

Here is a nice breakdown on it if anyone is interested.
northwiseproject.com

What Is Kraken Robotics? The Company Behind Undersea Autonomy

What is Kraken Robotics? A look at its role in undersea defense, autonomous systems, high-margin commercial services, and Anduril Partnership.
northwiseproject.com northwiseproject.com
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I also enjoy some krknf.
 
TooMuchResearch said:
Rockets.
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What have they done to be worth 4x of what they were 1 year ago?

They don’t even have a billion in revenue yet….

Damn trading at a 60 x multiple of the revenue…. Not earnings. Revenue.

Even most tech companies with very high levels of growth don’t have that kind of valuation.
 
cyanide12345678 said:
What have they done to be worth 4x of what they were 1 year ago?
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The answer to this is long and complex. But the short answer is it's not surprising at all and entirely expected by long term followers. As I mentioned, I've been shoveling cash into them since 2022 as often as I can EXPECTING this day was coming.

And it's not done. Assuming neutron goes well expect SP to double by end of year

Also loaded up on $27 calls when it was dirt cheap and SP was like 9 bucks. Each contract now worth *looks* 6.5K and only cost me a couple hundred bucks at purchase
 

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Oops. When I do "max view" it messes up the percentages. For some reason. One year view shows this. A true multi bagger!
 

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cyanide12345678 said:
What have they done to be worth 4x of what they were 1 year ago?

They don’t even have a billion in revenue yet….

Damn trading at a 60 x multiple of the revenue…. Not earnings. Revenue.

Even most tech companies with very high levels of growth don’t have that kind of valuation.
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I actually don't care about that. Other people seem to think they'll make money someday and number on chart goes up.
 
Sold AMZN, MSFT, META. Bought MFC, WLDN, COHR, INCY, more LITE. Starter position in LYEL.

Current portfolio: AMD, GOOGL, AVGO, CAT, CLS, CX, COHR, CRDO, FIGS, INCY, LITE, MFC, MU, TIGO, MLI, NEM, NVDA, SDZNY, STX, W, WLDN, IBIT, LYEL

Would like to buy some B but will wait for a more optimal entry on another day.
 
Anytime you want to spot rotational flow from large cap tech stocks to small cap tech stocks. You basically just need 4 tickers.

SPY = S&P 500
IWN = Russel 2000
PSCT = Invesco S&P SmallCap IT ETF
XLK = S&P Tech Sector

Alright. So, if IWM consistently beats SPY, or PSCT beats XLK then you've got clear signs of rotation. You can use the two to see if a) there's overall sector agnostic rotation and b) if there's tech specific rotation.

YTD 2026: IWM +7.2% vs SPY 1.3%; PSCT +7.3% vs XLK +0.9%

Also, IWM/SPY ratio as well as PSCT/XLK ratio. IWM/SPY ratio has risen 5.7% over past 3 months.

Clear flow into small cap tech. XLK chart is flat and trending sideways and PSCT has bullish volume and expected price action.

You can do this in your charting software or an easy way that I check this kind of stuff is going to etf.com, clicking tools and you can compare any ETFs that you want and see fund flow information with custom date ranges, etc..

So, that's why I sold 3 of my big cap tech stocks today and focused more on smaller cap tech in case anyone is curious. I'm still hoping the "AI trade" is alive and well but I'm betting that we continue to see more rotation into smaller cap stocks in the coming weeks.
 
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AlmostAnMD said:
Watch it too long and you'll regret when it pops!

I loaded up on RKLB for yeeeeearsssssss when it wouldn't break six bucks, about to crack 100

Not that this is guaranteed the same path, but it has a good feel for me. Indeed, it may not take off, but if it does this is the loading time, not later
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RDW is killing it.

I am gonna regret setting my entry point at $9.5/share
 
Groove said:
WTH. I'm only 5% gain YTD this year and Russell is killing it at 8%. Small caps are taking off so far in 2026.
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That is a good return so far. I have the feeling the Russell 2000 will beat Nasdaq and the S&P500 this year.
 
Splenda88 said:
That is a good return so far. I have the feeling the Russell 2000 will beat Nasdaq and the S&P500 this year.
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It lagged quite a bit in the last year or two, so it might be time for small cap to outperform given its recent under performance.
 
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