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Stock Thread (1 Viewer)
- Thread starter St. Louis Bob
- Start date
I don't think anyone is dumb enough to tank the global economy.
Ridgeback
Footballguy
Um, have you seen MTG?
Capella
CAPELLODINHO
A few are.
I’d say let’s bet on it but if it happens none of us will have any money anyways.
The Commish
Footballguy
I look a lot at P/S for tech stocks and NVDA is over 30 while AMD is 9. NVDA feels really stretched.
Capella
CAPELLODINHO
Yea I’ve done well on my AMD. Might shave it back Tuesday. It’s pretty funny that it’s not near it’s all-time high still.
I think AMD is reasonably priced. I think NVDA is stretched for perfection. I laugh because I read some posts about how the current quarter was great but the beat was still down a decent amount from YoY. The Q2 forecast was great but I almost wonder if there was a rush of orders for data centers to build up AI access and not just a permanent jump. I think they will do well, but P/S of 30+ is a lot.
kevzilla
Footballguy
Texted the old man on Friday morning to let him know that his NVDA buy was up 70% in three months and if he wanted to trim it, I had no objections. He called me before the close and said he wasn't interested. I admitted that I had changed my mind, and that holding it was in his two sons' best interest. Gonna have an Old Fashioned with him on Monday.
I’m enjoying this nice run lately but staring to get a bit worried about how long the run will last. I’ve divested of some things I’m not a big enough fan of and some were good (SE) and some bad (AI, missed last week’s run but very small holding). Starting to think of some others to sell like NFLX, which is fine but I don’t see a huge upside anymore. CDNS is another that I own a lot of mainly because I bought a sizable stake and it’s up 150%. It has popped due to the AI stuff so might be worth a trim.
Any thoughts or are any of you trimming some gains?
Any thoughts or are any of you trimming some gains?
BassNBrew
IBL Representative
I just sold all my NVDA which had grown to 8% of my portfolio for more than a double up. Ditto 50% of my SOXL which was up 2x. NFLX was a smaller holding, but it's all gone now too. I'm up 35% on the year which is huge after last year. So glad I held tight and didn't move to cash as many were suggesting.
Also dumped a SPAC that was up 3%.
ConstruxBoy
Kate's Daddy
Sold 25% of a smaller NVDA stake and will just ride with the rest in a Roth.
Not selling on my "baby" PLTR because I'm sure I'm right and it will balloon and I'm an idiot.
Not selling on my "baby" PLTR because I'm sure I'm right and it will balloon and I'm an idiot.
