Maybe NXPI or SWKS, although NXPI is close to fully valued.Who’s the second best AI chip maker with tremendous upside after Nvidia?
Wasn't that GameStop?Man, if I listens to Dodds a decade ago about Nvidia I’d be retired on an island huh?
Wasn't that GameStop?Man, if I listens to Dodds a decade ago about Nvidia I’d be retired on an island huh?
Wheat Pennies for theWasn't that GameStop?Man, if I listens to Dodds a decade ago about Nvidia I’d be retired on an island huh?
And BBBY.
That said, yes, assuming you didn’t invest the proceeds into the crazy crap he promoted.
He was on Nvidia when it was in the teens. Of course I didn’t buy any.Wasn't that GameStop?Man, if I listens to Dodds a decade ago about Nvidia I’d be retired on an island huh?
He was on Nvidia when it was in the teens. Of course I didn’t buy any.Wasn't that GameStop?Man, if I listens to Dodds a decade ago about Nvidia I’d be retired on an island huh?
I did listen to him. Bought 500 shares in the low 20s, and that's pre 4-1 split. Sold when it rebounded back to the 20s after a dip.He was on Nvidia when it was in the teens. Of course I didn’t buy any.Wasn't that GameStop?Man, if I listens to Dodds a decade ago about Nvidia I’d be retired on an island huh?
We've got to be able to identify the beneficiaries of the AI boom. It won't only be NVDA. Maybe it's competition, maybe it's complementary services, maybe it's yet to be identified. Who will be the Oracle to Microsoft, the Dell to Hewlett-Packard, the Sun Microsystems to IBM?
Can Palantir be the software platform that companies rely on to leverage AI? They have a strong hold on government contracts and are moving to the commercial private sector. If they can do in private industry what they've done at the federal level, they will do very well...
I hesitate to bring anything growthy up here anymore because how people trade and scale are different and so are risk appetites but...We've got to be able to identify the beneficiaries of the AI boom. It won't only be NVDA. Maybe it's competition, maybe it's complementary services, maybe it's yet to be identified. Who will be the Oracle to Microsoft, the Dell to Hewlett-Packard, the Sun Microsystems to IBM?
Can Palantir be the software platform that companies rely on to leverage AI? They have a strong hold on government contracts and are moving to the commercial private sector. If they can do in private industry what they've done at the federal level, they will do very well...
I’ve been thinking about this a bit, too. Who else will benefit that hasn’t already gone parabolic? Thinking software companies like Adobe, SIs like Accenture, data center REITs, that kind of thing.
I like the data center REIT idea. I'll dabble in some DLR - Digital RealtyWe've got to be able to identify the beneficiaries of the AI boom. It won't only be NVDA. Maybe it's competition, maybe it's complementary services, maybe it's yet to be identified. Who will be the Oracle to Microsoft, the Dell to Hewlett-Packard, the Sun Microsystems to IBM?
Can Palantir be the software platform that companies rely on to leverage AI? They have a strong hold on government contracts and are moving to the commercial private sector. If they can do in private industry what they've done at the federal level, they will do very well...
I’ve been thinking about this a bit, too. Who else will benefit that hasn’t already gone parabolic? Thinking software companies like Adobe, SIs like Accenture, data center REITs, that kind of thing.
Good Morningstar article on this:We've got to be able to identify the beneficiaries of the AI boom. It won't only be NVDA. Maybe it's competition, maybe it's complementary services, maybe it's yet to be identified. Who will be the Oracle to Microsoft, the Dell to Hewlett-Packard, the Sun Microsystems to IBM?
Can Palantir be the software platform that companies rely on to leverage AI? They have a strong hold on government contracts and are moving to the commercial private sector. If they can do in private industry what they've done at the federal level, they will do very well...
Good Morningstar article on this:We've got to be able to identify the beneficiaries of the AI boom. It won't only be NVDA. Maybe it's competition, maybe it's complementary services, maybe it's yet to be identified. Who will be the Oracle to Microsoft, the Dell to Hewlett-Packard, the Sun Microsystems to IBM?
Can Palantir be the software platform that companies rely on to leverage AI? They have a strong hold on government contracts and are moving to the commercial private sector. If they can do in private industry what they've done at the federal level, they will do very well...
Link
Oh yeah. I'm about to begin a house addition and ordered a bunch of doors and windows, and wanted to raise some cash for excavation and concrete so I didn't need to add those to the HELOC. This chip rally pretty much covered me.This is turning into one of the days you remember for a while.
I think I will remember PANW yesterday more than NVDA today. OooofThis is turning into one of the days you remember for a while.
Good choice. I took out a HELOC early in 2023 at a rate that honestly is crazy compared to my mortgage. It was for a lot on a lake for the semi-retirement/permanent retirement. I had enough to pay for it in my brokerage account but I would have had to sell a lot of stock. A year later and that stock has basically doubled so by not selling, the appreciation will pay for the lot. I would have been dumb to sell low but still, feels much better a year later.Oh yeah. I'm about to begin a house addition and ordered a bunch of doors and windows, and wanted to raise some cash for excavation and concrete so I didn't need to add those to the HELOC. This chip rally pretty much covered me.This is turning into one of the days you remember for a while.
AwesomeOh yeah. I'm about to begin a house addition and ordered a bunch of doors and windows, and wanted to raise some cash for excavation and concrete so I didn't need to add those to the HELOC. This chip rally pretty much covered me.This is turning into one of the days you remember for a while.
I kind of like the idea that the economy is clicking but we have rate cuts in the holster if things get upended. Let it ride, my Fed dudes.
Rate cuts are looking less and less likely this year, I would be surprised to see them hold steady for much longer at this point. I think anyone (most of the market) anticipating more than 1-2 possible cuts in the second half of the year has unrealistic expectations.
I hear you. I refi'd near rock bottom so seeing these rates and payments now make me want to cry. The intro HELOC rate I'm looking at is 5.49 for 6 months, then goes to 8.5%??? Think prime is still around there. F that. Haven't signed yet so the clock on the 6 months hasn't started. Think I can stall until April-May for that.Good choice. I took out a HELOC early in 2023 at a rate that honestly is crazy compared to my mortgage. It was for a lot on a lake for the semi-retirement/permanent retirement. I had enough to pay for it in my brokerage account but I would have had to sell a lot of stock. A year later and that stock has basically doubled so by not selling, the appreciation will pay for the lot. I would have been dumb to sell low but still, feels much better a year later.Oh yeah. I'm about to begin a house addition and ordered a bunch of doors and windows, and wanted to raise some cash for excavation and concrete so I didn't need to add those to the HELOC. This chip rally pretty much covered me.This is turning into one of the days you remember for a while.
Very much so, but still some folks out there tapping equity via Heloc's and refi's. I doubt it's many though in the grand scheme of things. I am friends with some local lenders here in Colorado, and one was telling me about a crazy refi she did the other day. Lady had no idea how much credit card debt she had, thought it was 65K, turns out it was 125K!!! I actually trust this lender to not do transactions that would hurt a customer, but in this case it saved the lady thousands a month in credit card interest so it made sense.I thought cheap refi money was shut off a long time ago? Like, well over a year now, no?
Very much so, but still some folks out there tapping equity via Heloc's and refi's. I doubt it's many though in the grand scheme of things. I am friends with some local lenders here in Colorado, and one was telling me about a crazy refi she did the other day. Lady had no idea how much credit card debt she had, thought it was 65K, turns out it was 125K!!! I actually trust this lender to not do transactions that would hurt a customer, but in this case it saved the lady thousands a month in credit card interest so it made sense.I thought cheap refi money was shut off a long time ago? Like, well over a year now, no?
Hopefully the lady doesn't go back out and charge those cards right back up, but who knows...
Reminds me of when we refi’d to get down to 2.25 a few years ago. Guy came out and said some lady the day before just did a cash out refi and took out a 125k. She casually mentioned it was all going into crypto, which went into a straight plummet about 6 weeks later. Ah well.Very much so, but still some folks out there tapping equity via Heloc's and refi's. I doubt it's many though in the grand scheme of things. I am friends with some local lenders here in Colorado, and one was telling me about a crazy refi she did the other day. Lady had no idea how much credit card debt she had, thought it was 65K, turns out it was 125K!!! I actually trust this lender to not do transactions that would hurt a customer, but in this case it saved the lady thousands a month in credit card interest so it made sense.I thought cheap refi money was shut off a long time ago? Like, well over a year now, no?
Hopefully the lady doesn't go back out and charge those cards right back up, but who knows...
JFC. I know that’s likely not the most credit card debt ever but that’s like $2400 in interest charges every month.Very much so, but still some folks out there tapping equity via Heloc's and refi's. I doubt it's many though in the grand scheme of things. I am friends with some local lenders here in Colorado, and one was telling me about a crazy refi she did the other day. Lady had no idea how much credit card debt she had, thought it was 65K, turns out it was 125K!!! I actually trust this lender to not do transactions that would hurt a customer, but in this case it saved the lady thousands a month in credit card interest so it made sense.I thought cheap refi money was shut off a long time ago? Like, well over a year now, no?
Hopefully the lady doesn't go back out and charge those cards right back up, but who knows...
I’m staying in it. The dividends are good and I think it still has room to run. I’m gonna hold this for awhile.speaking of refis, have the UWMC holders here sold out of it yet? not sure what the end game is for that stock, it grew quite a bit since it was mentioned way back when.
Refis were north of 6 two years ago.I thought cheap refi money was shut off a long time ago? Like, well over a year now, no?
I decided to revisit my relationship with Yahoo and have to say they've really improved their investment tracking. I'm still in the midst of building out my portfolios to track - holdings, things to watch, the Todem list - and the customization is great.I use CNBC to track my tickers. I don't like it mostly because CNBC does a crap job of linking news of the day to the stock, like earnings, for example. They try to sell stuff, and have some crap called Tipranks. I want something better. I used Yahoo for years but moved away from it. Maybe I go back...
What do you guys use?
MELI seems like a screaming buy here. Bottom line miss only due to (what they're calling 1-time) tax hits and basically every analyst reiterating buys/overweights and raising price targets based on the results.
I'll give it a shot.MELI seems like a screaming buy here. Bottom line miss only due to (what they're calling 1-time) tax hits and basically every analyst reiterating buys/overweights and raising price targets based on the results.
I added.
I did, too. It's a l-t hold for me, but I'm a little overexposed atm. Might have to flip some portion of this new lot if it turns around relatively quickly.MELI seems like a screaming buy here. Bottom line miss only due to (what they're calling 1-time) tax hits and basically every analyst reiterating buys/overweights and raising price targets based on the results.
I added.
These are the tin people? What's the story?
Ah. Thought maybe Elon found a use for tin or they decided to remake the Wizard of Oz or some ####.
These are the tin people? What's the story?
Story is the same. Just odd to see a million shares purchased in 4 minutes time on a Friday.
speaking of refis, have the UWMC holders here sold out of it yet? not sure what the end game is for that stock, it grew quite a bit since it was mentioned way back when.
I am holding. I think collecting the dividend while you wait for the next refi boom is not a bad strategy. I do still think that the market doesn't see the potential of the company as evidenced by it's replacing of Rocket as the largest mortgage lender in the country. It sees it as just another mortgage company while it's strength is more akin to a tech company that happens to do mortgages. (I would describe Rocket as a marketing company that happens to do mortgages... very badly).speaking of refis, have the UWMC holders here sold out of it yet? not sure what the end game is for that stock, it grew quite a bit since it was mentioned way back when.
Still holding for now. I bought it at $8.83 a share, but with dividends reinvested I'm pretty close to being even. @Chadstroma is our local expert on the company.
The vast majority of the refi's that you have now are divorce settlements.Very much so, but still some folks out there tapping equity via Heloc's and refi's. I doubt it's many though in the grand scheme of things. I am friends with some local lenders here in Colorado, and one was telling me about a crazy refi she did the other day. Lady had no idea how much credit card debt she had, thought it was 65K, turns out it was 125K!!! I actually trust this lender to not do transactions that would hurt a customer, but in this case it saved the lady thousands a month in credit card interest so it made sense.I thought cheap refi money was shut off a long time ago? Like, well over a year now, no?
Hopefully the lady doesn't go back out and charge those cards right back up, but who knows...
I bought more than double my existing position in UWMC when it was around 4, so it has worked out pretty well. Might trim some, but the dividends are nice. Interested to see how long mortgage rates can really stay this high.I am holding. I think collecting the dividend while you wait for the next refi boom is not a bad strategy. I do still think that the market doesn't see the potential of the company as evidenced by it's replacing of Rocket as the largest mortgage lender in the country. It sees it as just another mortgage company while it's strength is more akin to a tech company that happens to do mortgages. (I would describe Rocket as a marketing company that happens to do mortgages... very badly).speaking of refis, have the UWMC holders here sold out of it yet? not sure what the end game is for that stock, it grew quite a bit since it was mentioned way back when.
Still holding for now. I bought it at $8.83 a share, but with dividends reinvested I'm pretty close to being even. @Chadstroma is our local expert on the company.