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Stock Talk · by Ethan Brooks · 2026-11-04

Did anyone actually change anything in their portfolio after last night's results?

Futures whipsawed overnight after the midterm results, and tech is down with the whole AI spending story. AMD just posted its biggest quarter ever while Google lost something like \$500bn in value on worries about AI eating search ads. I'm mostly in VOO and I'm trying hard to do nothing, but it's tempting to fiddle. Did you make any moves this week, and if so what was the reasoning?

22 sparks · 4 comments

Comments

Jan Nowak · 8 likes

I added a bit to my monthly auto buy. not because of the election, it was just payday

Rizky Pratama · 0 likes

bought nothing sold nothing, checked the app 14 times. personal record for doing nothing actively

Linh Tran · 0 likes

the AMD vs Google split is the interesting part to me, picks and shovels winning while the incumbents get questioned. not touching either tho

Budi Santoso · 7 likes

same, way too much narrative priced in on both sides