Stock Thread (14 Viewers)

[SFBayDuck]

Probably the same that we do with this

I also look at data like this that shows over this particular 20 year period (03-22) that missing the 10 best days in the market - 7 of which took place in Bear markets! - cost you more than half of the market returns over that timeframe.

Not at all. My point is it’s best to just stay invested if you have a long term investment timeframe. Your point seems to be that you can time markets, which requires knowing both when to get out and when to get back in. Study after study shows this approach leads to returns that lag the overall market return.

 

[beef]

I really don't understand how BBWI future guidance can be bad. Just send my wife a coupon and you'll revenue a quick $200+. Every f'n time. We got so much of this stuff I could stock my own store for a year.

 

[beef]

I really don't understand how BBWI future guidance can be bad. Just send my wife a coupon and you'll revenue a quick $200+. Every f'n time. We got so much of this stuff I could stock my own store for a year.

No joke, she had a coupon for some men's hair shampoo & conditioner so she loaded up. I'm f'n bald. WTF and I supposed to do with this? Condition my arse crack hairs?

 

[General Malaise]

I really don't understand how BBWI future guidance can be bad. Just send my wife a coupon and you'll revenue a quick $200+. Every f'n time. We got so much of this stuff I could stock my own store for a year.

No joke, she had a coupon for some men's hair shampoo & conditioner so she loaded up. I'm f'n bald. WTF and I supposed to do with this? Condition my arse crack hairs?

What's the wait time on that?

 

[Sand]

So tariffs back on for now. Any way to capitalize on this or to we just operate under the premise that this will be an on and off policy?

It is the stick being used for negotiations. I expect them to be jerked around a lot.

 

[eoMMan]

Nvidia beats earnings and issues strong guidance yet the stock is down 4%.

The stock market is frustrating sometimes.

(DeepMeatSeekBeefWhatever is no threat!)

 

[Sand]

Nvidia beats earnings and issues strong guidance yet the stock is down 4%.

The stock market is frustrating sometimes.

(DeepMeatSeekBeefWhatever is no threat!)

Buy the rumor, sell the news.

 

[Bossman]

Nvidia beats earnings and issues strong guidance yet the stock is down 4%.

The stock market is frustrating sometimes.

(DeepMeatSeekBeefWhatever is no threat!)

I'll take a chance on a small NVDU position here. (2x NVDA)
Stonks go UP!

 

[pecorino]

Nvidia beats earnings and issues strong guidance yet the stock is down 4%.

The stock market is frustrating sometimes.

(DeepMeatSeekBeefWhatever is no threat!)

I'll take a chance on a small NVDU position here. (2x NVDA)
Stonks go UP!

I don't hate that trade. Wouldn't do it myself (I'd just but the stock or buy a call) but good luck. I'm on the same side but not pulling any triggers today.

 

[ghostguy123]

Nvidia beats earnings and issues strong guidance yet the stock is down 4%.

The stock market is frustrating sometimes.

(DeepMeatSeekBeefWhatever is no threat!)

I'll take a chance on a small NVDU position here. (2x NVDA)
Stonks go UP!

I'm gonna take a much safer option and make a fun investment on SOXL.........

 

[Redwes25]

So tariffs back on for now. Any way to capitalize on this or to we just operate under the premise that this will be an on and off policy?

Seems like more Tariffs are Trumps policy. I continue to be confused by the market not understanding that. I think we have to assume they are being put in place - he might pause them at times but more trade restrictions are the norm.

 

[SFBayDuck]

Growth, value, gold, LT Treasuries, BTC - it's all down!

Only things up in my portfolio are most of the property/casualty insurance companies (I have a 5% allocation) and some REITs (also 5%).

 

[ghostguy123]

Nvidia beats earnings and issues strong guidance yet the stock is down 4%.

The stock market is frustrating sometimes.

(DeepMeatSeekBeefWhatever is no threat!)

I'll take a chance on a small NVDU position here. (2x NVDA)
Stonks go UP!

I'm gonna take a much safer option and make a fun investment on SOXL.........

Whelp, down a quick 9%, lol

 

[fruity pebbles]

Well that was some blood in the street. Fear and Greed down to 17. It seldom gets that low.

 

[NajehHejan]

Nvidia beats earnings and issues strong guidance yet the stock is down 4%.

The stock market is frustrating sometimes.

(DeepMeatSeekBeefWhatever is no threat!)

I'll take a chance on a small NVDU position here. (2x NVDA)
Stonks go UP!

I'm gonna take a much safer option and make a fun investment on SOXL.........

Whelp, down a quick 9%, lol

SOXL hit a 52 week low. It may go lower, but I'm seriously considering a YOLO bet right now, perhaps all my IRA

 

[Bob Sacamano]

Everything I want to respond to today comes with a bannin.

 

[ghostguy123]

Nvidia beats earnings and issues strong guidance yet the stock is down 4%.

The stock market is frustrating sometimes.

(DeepMeatSeekBeefWhatever is no threat!)

I'll take a chance on a small NVDU position here. (2x NVDA)
Stonks go UP!

I'm gonna take a much safer option and make a fun investment on SOXL.........

Whelp, down a quick 9%, lol

SOXL hit a 52 week low. It may go lower, but I'm seriously considering a YOLO bet right now, perhaps all my IRA

It went several % below that 52 week low.

If it drops more tomorrow I'll buy a nice chunk.
I'm also the world's worst stonk picker, so....

 

[Ridgeback]

Everything I want to respond to today comes with a bannin.

Yeah, imagine that.

 

[SFBayDuck]

Everything I want to respond to today comes with a bannin.

Steve?

 

[Ridgeback]

Everything I want to respond to today comes with a bannin.

Steve?

Yeah, I looked for a Jabba smiley, to no avail.

 

[jwb]

Nvidia beats earnings and issues strong guidance yet the stock is down 4%.

The stock market is frustrating sometimes.

(DeepMeatSeekBeefWhatever is no threat!)

I'll take a chance on a small NVDU position here. (2x NVDA)
Stonks go UP!

I'm gonna take a much safer option and make a fun investment on SOXL.........

I've been riding this "around $26-$28 low / 32-35 high" wave for awhile, making 10-15% each time. I bought tuesday at 26... oops. Ok, I'll just hang onto it for awhile. May even buy a little more. Pretty sure it'll come back to that.

 

[NajehHejan]

Nvidia beats earnings and issues strong guidance yet the stock is down 4%.

The stock market is frustrating sometimes.

(DeepMeatSeekBeefWhatever is no threat!)

I'll take a chance on a small NVDU position here. (2x NVDA)
Stonks go UP!

I'm gonna take a much safer option and make a fun investment on SOXL.........

Whelp, down a quick 9%, lol

SOXL hit a 52 week low. It may go lower, but I'm seriously considering a YOLO bet right now, perhaps all my IRA

It went several % below that 52 week low.

If it drops more tomorrow I'll buy a nice chunk.
I'm also the world's worst stonk picker, so....

Tomorrow’s January PCE report (8:30 am) is going to be huge. If the number comes in hotter than expected (my guess), tech will take another 2-3% hit. That will put SOXL down 6-9%, back up the truck territory.

 

[NajehHejan]

Also it looks like time to get back into UUUU. Severely beaten down.

 

[fruity pebbles]

Nvidia forward PE of 27. You might be a little early but I don’t think you can go wrong here long term.

 

[⚡DEADHEAD⚡]

CEG on sale.

 

[pecorino]

Nvidia forward PE of 27. You might be a little early but I don’t think you can go wrong here long term.

I'll be in for 100 shares today after this pullback. Those seeking more diversification could look to QQQ which is down 8% from its high (paltry compared to the 20% decline in NVDA) but trading at a slight discount as well. I'm still waiting and watching, mostly, but will jump on some NVDA here.

 

[The_Man]

25% Canada/Mexico tariffs and another 10% China tariffs are allegedly coming next week

US steel prices spiked 9%-20% last week and US manufacturers just reported their highest input costs in two years

Perhaps hundreds of thousands of well-paid workers are being fired by the federal government

Still not feeling good about where the overall economic environment might be headed

 

[NajehHejan]

In premarket for some SOXL at 21.95

Not sure if I'll hold over the weekend or not - may just try to scalp a quick 5-10% today if there is a relief rally.

PCE came in as expected, no major surprises.

 

[General Malaise]

25% Canada/Mexico tariffs and another 10% China tariffs are allegedly coming next week

US steel prices spiked 9%-20% last week and US manufacturers just reported their highest input costs in two years

Perhaps hundreds of thousands of well-paid workers are being fired by the federal government

Still not feeling good about where the overall economic environment might be headed

Right? This is the fear I've been feeling lately.

 

[NajehHejan]

In premarket for some SOXL at 21.95

Not sure if I'll hold over the weekend or not - may just try to scalp a quick 5-10% today if there is a relief rally.

PCE came in as expected, no major surprises.

Out at 22.76 for a quick 3.7%

Looking like today’s mini rally is fizzling.

 

[ericttspikes]

25% Canada/Mexico tariffs and another 10% China tariffs are allegedly coming next week

US steel prices spiked 9%-20% last week and US manufacturers just reported their highest input costs in two years

Perhaps hundreds of thousands of well-paid workers are being fired by the federal government

Still not feeling good about where the overall economic environment might be headed

I'm just a simple small business owner, but the only way this economic plan makes sense if it's goal is an economic reset, or a bust. There is a lot of money to made by some people when the economy tanks. Unfortunately I'm not one of them. I am 35% cash/bonds in my IRA though, whoopeee!

 

[Bossman]

Bitcoin taking it on the chin, nose and throat.....I'm sure it's nothing.

I'm ignorant. Is there a specific reason this is down?

 

[FreeBaGeL]

Bitcoin taking it on the chin, nose and throat.....I'm sure it's nothing.

I'm ignorant. Is there a specific reason this is down?

I think just the same reason PLTR, RDDT, HOOD, etc are down. People are just de-risking.

 

[General Malaise]

Bitcoin taking it on the chin, nose and throat.....I'm sure it's nothing.

I'm ignorant. Is there a specific reason this is down?

I'm not smart enough to opine on Bitcoin, just seems like everything is selling off. Plus, if your cost basis on Bitcoin is from years ago, you don't have a care in the world right now.

 

[ChiefD]

Is it sinister to think that all of this bluster about tariffs and whatever is intentional to drive a sell off so people with money can swoop in and buy low?

 

[Bossman]

Is it sinister to think that all of this bluster about tariffs and whatever is intentional to drive a sell off so people with money can swoop in and buy low?

.... aaaaaand we missed it.

 

[dancingbones]

Is it sinister to think that all of this bluster about tariffs and whatever is intentional to drive a sell off so people with money can swoop in and buy low?

.... aaaaaand we missed it.

I image we'll all get another crack at it

 

[BassNBrew]

TTD falling knife alert

 

[Sand]

Current record breaking sentiment.

 

[Schmeabs]

Current record breaking sentiment.

Yep. A lot of people are letting politics make them emotional investors.

Edit to add I am not talking about any posters in this forum.

 

[McBokonon]

$EUAD is a fairly new ETF - European aerospace and defense companies. Seems prudent.

 

[Wooderson]

NVDA

Anyone going in for a long term investment?

I have some cash in my account and I would like to stick it someplace.

 

[Capella]

NVDA

Anyone going in for a long term investment?

I have some cash in my account and I would like to stick it someplace.

I have it as a long term. Just bought a bunch more at this price a few weeks ago so not buying anymore at the moment.

 

[Todem]

I have now taken a long term position in VRT

My 12 month price target is $130-$135 based on continued best in class Computer/Server cooling systems that will be a major part of the AI data center infrastructure build out. THis company started this type of tech back in 1965, was acquired by EMR and then sold to Private Equity in 2016, then went public in 2020 as Vertiv Holdings.

Long term type of AI infrastructure play here in the power and cooling aspect of AI/Data Center build out.

High teens year over growth, extremely well run company and higher stock prices are in this company's future.

The stock has been beaten down this year and is down almost 7% today.

 

[General Malaise]

I have now taken a long term position in VRT

My 12 month price target is $130-$135 based on continued best in class Computer/Server cooling systems that will be a major part of the AI data center infrastructure build out. THis company started this type of tech back in 1965, was acquired by EMR and then sold to Private Equity in 2016, then went public in 2020 as Vertiv Holdings.

Long term type of AI infrastructure play here in the power and cooling aspect of AI/Data Center build out.

High teens year over growth, extremely well run company and higher stock prices are in this company's future.

The stock has been beaten down this year and is down almost 7% today.

Think I'll tag along here with a starter position. Starting to feel a little better....still sitting on about 20% cash for now.

 

[Todem]

I have now taken a long term position in VRT

My 12 month price target is $130-$135 based on continued best in class Computer/Server cooling systems that will be a major part of the AI data center infrastructure build out. THis company started this type of tech back in 1965, was acquired by EMR and then sold to Private Equity in 2016, then went public in 2020 as Vertiv Holdings.

Long term type of AI infrastructure play here in the power and cooling aspect of AI/Data Center build out.

High teens year over growth, extremely well run company and higher stock prices are in this company's future.

The stock has been beaten down this year and is down almost 7% today.

Think I'll tag along here with a starter position. Starting to feel a little better....still sitting on about 20% cash for now.

Yeah 1-2% allocation is fine.

I took a 2% position in weighting to my total portfolio.

 

[⚡DEADHEAD⚡]

Coreweave. I want to get in on this but I worry the price might be too high. The runup might be manic.

Link

 

[ghostguy123]

Something happen in the past hour??

 

[Grace Under Pressure]

Latest S&P pattern. Futures are up, first hour good, then down but treading water throughout the day, tank towards close.

Has me contemplating moving brokerage assets from VOO to something like Vanguard Treasury Money Market Fund (VUSXX). Things don't smell right IMO.

 

[The_Man]

Is the point in the process where the tariffs are suddenly pushed back for another month?