u/MeowMeowTiger

Hello, I wondered if you could help me understand why FPADX is only up 0.53% today while EEM is up 2.03%? I believe both track the MSCI Emerging Markets Index. Thanks!

I was able to switch to a significantly better itinerary because Delta made a very minor change to my original schedule. I couldn't actually tell what had changed -- it looked the same to me. But the website said I had the option to change flights, so I tried, and was very surprised to see that all flight options were avaiable to me at 0 cost!

When I booked the original itinerary, I had to pick the worst schedule because I didn't have enough miles. It had two connections and I would have only 50 minutes to make the second connection before an international flight, which was stressful.

Now with all options available to me, I of course picked the best one, which has only one connection and plenty of time to transfer and still arrives at the destination an hour early! I would have to pay A LOT more miles for this schedule at the time of booking, but now Delta just gave it to me for free!

Although three of the four companies reported yesterday are deep in the red today (plus NVDA), I actually feel the results are positive overall. The biggest takeaway is that AI demand is robust and AI monetization is better than many have feared, which means the AI bubble (if it is a bubble) will not burst any time soon. If you're a tech investor, you should feel better / worry less after yesterday.

I was particularly impressed by MSFT results and guidance, (i) 20M paid co-pilot users (+5M q/q), and (ii) F4Q Azure growth guided to 39%-40% y/y. Heading into yesterday I was actually mostly concerned about MSFT partly due to PTSD from NOW guidance, and sold most of my MSFT positions. I'm happy I had the opportunity to buy them back today. I also added substantially to my XLK/QQQ positions.