Stock Thread (15 Viewers)

[BassNBrew]

Can't log into Fidelity right now. Hopefully hedge funds covering shorts is the issue.

 

[kevzilla]

Same here. I've never been prevented from logging into Fidelity on an UP day.

 

[BassNBrew]

Same here. I've never been prevented from logging into Fidelity on an UP day.

Kind of stinks because I wanted to off load some ELF around $76-$77

 

[identikit]

I've been in my Fidelity account all morning

 

[Wooderson]

I've been in my Fidelity account all morning

Yep no problem on my side.

 

[McBokonon]

I've been in my Fidelity account all morning

Log out and give someone else a chance

 

[fruity pebbles]

I’ll hold off on healthcare until it pulls back from today. Running with the market and no reason it should be up.

 

[Alex P Keaton]

Interesting to see the market rally and getting back in striking distance of all time highs. A 30% tariff is still really high.

 

[BassNBrew]

Should be about 15% cash. Gonna sit tight except for one share of Palantir a day keeps the doctor away.

 

[Todem]

LLY is my highest conviction Big Pharma stock.

 

[kevzilla]

I got in. It appears USAMY is gonna wear one today. Considering buying more.

 

[Desert_Power]

Should be about 15% cash. Gonna sit tight except for one share of Palantir a day keeps the doctor away.

I started out this episode about 15% cash and think I probably got all the way down to 5% before starting to sell on the rips. Probably back up to 11/12% after this morning's sells.

 

[kevzilla]

The Little Orphan IRA is 19% cash, because of some research I still haven't done. With BX as its largest position, it's down today, because I have three tiny metal miners and well, you know.

The taxable account is 99.75% AMZN, no T&P are required lol

 

[Sand]

I was about 5% cash at the start of the year. About 5% cash now. Just thought y'all would like to know.

 

[Da Guru]

15% of my retirement accounts have evaporated, and it's looking like I'll be down 20% at the open. I was hoping to retire this fall.

I’m down 20% before Monday. I was also kicking around retirement soon. I guess I’ll keep slogging away…

The SM has been on a roller coaster but coming back nicely now. Up 2.5% today. Looks like the upward trend will continue if these trade deals keep getting resolved.

 

[BassNBrew]

Should be about 15% cash. Gonna sit tight except for one share of Palantir a day keeps the doctor away.

I started out this episode about 15% cash and think I probably got all the way down to 5% before starting to sell on the rips. Probably back up to 11/12% after this morning's sells.

On April 2-3 I was looking under the sofa cushions and having to buy quarter and half shares. I really didn't have strong reasons to sell this morning, just three minor ones;

1. Wanted some flexibility in the future if I saw some opportunity.
2. After the pop this morning Amazon was over a 30% allocation which isn't real smart.
3. SOXL was up 20% today and I've been burned watching these type investments decay.

I'm still convinced AMD is a 2x in a year and NVDA will smash this quarter. Still in shock that VRT and MU were trading in the 50s/60s respectively. The forward PE on MU was around 7 . I'd like to meet the Wall Street fool that gifted those shares to me.

I want to spend some time researching humanoid robot and power generation options. If anyone has any suggested sources for me I would appreciate it.

 

[BassNBrew]

The Little Orphan IRA is 19% cash, because of some research I still haven't done. With BX as its largest position, it's down today, because I have three tiny metal miners and well, you know.

The taxable account is 99.75% AMZN, no T&P are required lol

Congrats on that home run. Are you just going to run with this or look to diversify.

 

[Desert_Power]

Should be about 15% cash. Gonna sit tight except for one share of Palantir a day keeps the doctor away.

I started out this episode about 15% cash and think I probably got all the way down to 5% before starting to sell on the rips. Probably back up to 11/12% after this morning's sells.

On April 2-3 I was looking under the sofa cushions and having to buy quarter and half shares. I really didn't have strong reasons to sell this morning, just three minor ones;

1. Wanted some flexibility in the future if I saw some opportunity.
2. After the pop this morning Amazon was over a 30% allocation which isn't real smart.
3. SOXL was up 20% today and I've been burned watching these type investments decay.

I'm still convinced AMD is a 2x in a year and NVDA will smash this quarter. Still in shock that VRT and MU were trading in the 50s/60s respectively. The forward PE on MU was around 7 . I'd like to meet the Wall Street fool that gifted those shares to me.

I want to spend some time researching humanoid robot and power generation options. If anyone has any suggested sources for me I would appreciate it.

I think a little trimming of AMZN is the only stock I really sold that I'm a believer in long term. Much less longer-term bonds and mostly getting rid of companies I don't really like anymore. Loss harvesting against some bigger gains I sold in Jan/Feb.

 

[Bob Sacamano]

I got in. It appears USAMY is gonna wear one today. Considering buying more.

I still can't

 

[BassNBrew]

Finally found a taker for my Playgon stock. -99%, well done Bass.

 

[Joe Bryant]

15% of my retirement accounts have evaporated, and it's looking like I'll be down 20% at the open. I was hoping to retire this fall.

I’m down 20% before Monday. I was also kicking around retirement soon. I guess I’ll keep slogging away…

The SM has been on a roller coaster but coming back nicely now. Up 2.5% today. Looks like the upward trend will continue if these trade deals keep getting resolved.

 

[McBokonon]

Unless there’s some clarity on how they’ll implement this, and I seriously doubt there will be, I might use whatever drop happens from this to get into LLY or something.

Turns out that while it's called an executive "order" it's more of an executive "pretty please" - which might explain why XBI (and LLY) is actually up:

President Asks Companies to Lower Drug Prices

• Drug prices: President Trump signed an executive order that asks pharmaceutical companies to voluntarily lower drug prices. But it was not clear what legal authority Mr. Trump would invoke, and he threatened to “use the power of the federal government” if companies do not comply. The order was something of a win for the industry, which had been bracing for a much more aggressive policy.

 

[General Malaise]

I got in. It appears USAMY is gonna wear one today. Considering buying more.

I dunno, man. The way things seem to be trending, not only will China turn back on the critical metals spigot but will be flying them over to us in a Qatari jet made of gold. I think I might sell some, honestly. Sitting on a 68% gain.....not quite as glorious a figure as it was on Friday.

 

[General Malaise]

Finally found a taker for my Playgon stock. -99%, well done Bass.

I sure hope at some point this is used as a tax asset for you.


Sorry all for this one.

 

[pecorino]

I sold a decent amount this morning. I’m a skeptic about “talks.”

 

[Dr. Octopus]

power generation options.

Look at Siemens Energy’s (SMNEY) chart. World is they can’t keep up with orders they have so much business lined up.

 

[identikit]

Just under plus 4% for me today

So far

 

[Todem]

Interesting to see the market rally and getting back in striking distance of all time highs. A 30% tariff is still really high.

Let me clarify this for you.

10% on China (was in place during Biden Admin)
20% Fentanyl in place (since the end of Biden Admin)

Back to Square One but now in active discussions........time will tell but I am highly confident....it's behind us....and it got behind us a lot sooner than I even thought.

Bull case is now in full play for 2025.

 

[Desert_Power]

10% on China (was in place during Biden Admin)
20% Fentanyl in place (since the Biden Admin)

Link to this claim?

 

[GoBirds]

Great reminder of why you stay the course.

 

[Maik Jeaunz]

this still feels like retail enthusiastic overreaction to me, just waiting for any good news to jump back in. I'm more skeptical, since long term impact is still unclear. but I'm honestly a lot less seasoned in this area than most of you...

 

[General Malaise]

this still feels like retail enthusiastic overreaction to me, just waiting for any good news to jump back in. I'm more skeptical, since long term impact is still unclear. but I'm honestly a lot less seasoned in this area than most of you...

I'll tell ya what it feels like.....it feels like WINNING!

 

[Dr. Octopus]

this still feels like retail enthusiastic overreaction to me, just waiting for any good news to jump back in. I'm more skeptical,

It's been taking steps to get back to "normal" for the last few weeks now. It wasn't like it was only today pulling us back up.

 

[fruity pebbles]

Klim gets back in…….i trim

 

[Schmeabs]

Klim gets back in…….i trim

 

[BassNBrew]

this still feels like retail enthusiastic overreaction to me, just waiting for any good news to jump back in. I'm more skeptical, since long term impact is still unclear. but I'm honestly a lot less seasoned in this area than most of you...

Retail was buying the fire sale. This is Wall Street realizing they have been walking around without pants and buying back the shares they sold 20-50% ago.

 

[BassNBrew]

this still feels like retail enthusiastic overreaction to me, just waiting for any good news to jump back in. I'm more skeptical, since long term impact is still unclear. but I'm honestly a lot less seasoned in this area than most of you...

I'll tell ya what it feels like.....it feels like WINNING!

Not

Freaking amazing posting.

 

[Todem]

10% on China (was in place during Biden Admin)
20% Fentanyl in place (since the Biden Admin)

Link to this claim?

Ok.....

Google Search

And here is the 20% Fentanyl since the Biden administration ended (should have edited my original post) THAT HAS BEEN IN PLACE SINCE 2/25/25 and was already priced into the markets.

Google Search

So like I said....back to square one.

Stating facts....not politics. Let's keep politics and emotional feelings outta this thread which seems to be a challenge for some people (not saying you in particular Desert).

And those emotional (and political) feelings have led some people to some horrible investment decisions as is now being proven yet again.

 

[KGB]

Lost $2k on my tesla shirt. Dumb me

Sold some of my VRT calls up around 100%

$600 account up to $15k woot!

 

[fruity pebbles]

I'm going to end up depositing more cash. This trade deal was not something I expected, it's definitely going to damper the BTC train as all money is now flowing back into the market. Money that I thought curious investors would continue to dump into crypto.

I'm reluctant to sell any of my current MSTR. So I'll need to deposit more cash and evaluate what my next move is.


I'll probably exit SOXL here and move that money into some more MSTR. I think energy is still wishy washy, that underperformed relative to the rest of the market during Q1. Could outperform the market down the stretch as well.

I think we stay green next couple of days, so no need to take action, but need to stay weary of others taking profit near the end of the week.

What’s the MSTR bull case? Isn’t the market cap twice their bitcoin holdings?

 

[kevzilla]

The Little Orphan IRA is 19% cash, because of some research I still haven't done. With BX as its largest position, it's down today, because I have three tiny metal miners and well, you know.

The taxable account is 99.75% AMZN, no T&P are required lol

Congrats on that home run. Are you just going to run with this or look to diversify.

It is my rainy-day fund, and I turned it into three shares at $3341. It split shortly thereafter, and promptly started declining. At $103, I borrowed $6K from my checking account (because I'm a Footballguy) to double down. That's when the home run happened. I paid my checking account back with shares from both lots, leaving only about $130 in tax liability. Some of that $6K bought me a Les Paul.

At $225, sold a slice to order a boutique guitar. Won't sell another share until $260 or so.

As far as diversification goes...nope. I'm comfortable with Amazon going the way of the American economy, maybe a hair better, in the long run. It was $10K, now it's $14K + two guitars. When it gets to $18K, it will be time to peel off two more grand for another luxury purchase I couldn't make otherwise. Neither of my Fidelity accounts remotely compare in size to the 403(b) that gets 15% of my gross and is broadly diversified.

 

[Sand]

Interesting to see the market rally and getting back in striking distance of all time highs. A 30% tariff is still really high.

Let me clarify this for you.

10% on China (was in place during Biden Admin)
20% Fentanyl in place (since the end of Biden Admin)

Back to Square One but now in active discussions........time will tell but I am highly confident....it's behind us....and it got behind us a lot sooner than I even thought.

Bull case is now in full play for 2025.

Interesting - I wonder if the de minimis went back to $800.

 

[Sand]

At $225, sold a slice to order a boutique guitar. Won't sell another share until $260 or so.

This reminds me of how I laughed at the maroons buying old Rolexes. What a waste - until it became evident those guys made huge bank on those damn things.

You're probably going to make a 1000% gain on that guitar in a decade.

 

[Todem]

At $225, sold a slice to order a boutique guitar. Won't sell another share until $260 or so.

This reminds me of how I laughed at the maroons buying old Rolexes. What a waste - until it became evident those guys made huge bank on those damn things.

You're probably going to make a 1000% gain on that guitar in a decade.

I own several guitars...that I play...that are worth thousands upon thousands more than what I paid for them.....pretty nuts.

 

[Desert_Power]

10% on China (was in place during Biden Admin)
20% Fentanyl in place (since the Biden Admin)

Link to this claim?

Ok.....

Google Search

And here is the 20% Fentanyl since the Biden administration ended (should have edited my original post) THAT HAS BEEN IN PLACE SINCE 2/25/25 and was already priced into the markets.

Google Search

So like I said....back to square one.

Stating facts....not politics. Let's keep politics and emotional feelings outta this thread which seems to be a challenge for some people (not saying you in particular Desert).

And those emotional (and political) feelings have led some people to some horrible investment decisions as is now being proven yet again.

I think the first result might be an AI hallucination. I don't think there was a 10% across the board and the de minims exception is also very important.

And, yeah, it's been a good few weeks of trading.

 

[General Malaise]

Interesting to see the market rally and getting back in striking distance of all time highs. A 30% tariff is still really high.

Let me clarify this for you.

10% on China (was in place during Biden Admin)
20% Fentanyl in place (since the end of Biden Admin)

Back to Square One but now in active discussions........time will tell but I am highly confident....it's behind us....and it got behind us a lot sooner than I even thought.

Bull case is now in full play for 2025.

Interesting - I wonder if the de minimis went back to $800.

We had a CFO who used to love saying the word "de minimis". To the point of overuse.

 

[Alex P Keaton]

10% on China (was in place during Biden Admin)
20% Fentanyl in place (since the Biden Admin)

Link to this claim?

Ok.....

Google Search

And here is the 20% Fentanyl since the Biden administration ended (should have edited my original post) THAT HAS BEEN IN PLACE SINCE 2/25/25 and was already priced into the markets.

Google Search

So like I said....back to square one.

Stating facts....not politics. Let's keep politics and emotional feelings outta this thread which seems to be a challenge for some people (not saying you in particular Desert).

And those emotional (and political) feelings have led some people to some horrible investment decisions as is now being proven yet again.

I hope you aren’t referring to me, as I have zero emotions about any of this

 

[General Malaise]

At $225, sold a slice to order a boutique guitar. Won't sell another share until $260 or so.

This reminds me of how I laughed at the maroons buying old Rolexes. What a waste - until it became evident those guys made huge bank on those damn things.

You're probably going to make a 1000% gain on that guitar in a decade.

I own several guitars...that I play...that are worth thousands upon thousands more than what I paid for them.....pretty nuts.

Yeah, I've got a good friend who has spent a fortune on guitars his whole life. He's also been fortunate enough to play some truly legendary guitars - ones owned by Grorge Harrison, the Eagles double-neck (he's playing that currently) and he once was asked by Howard Stern to use his Les Paul when he played lead for Don Henley in studio for Howard and the gang.

He's now (finally) making big money and I asked him what he's going to do with it......you'll never guess his answer!

Hint, rhymes with Gore Muitars.

 

[Alex P Keaton]

10% on China (was in place during Biden Admin)
20% Fentanyl in place (since the Biden Admin)

Link to this claim?

Ok.....

Google Search

And here is the 20% Fentanyl since the Biden administration ended (should have edited my original post) THAT HAS BEEN IN PLACE SINCE 2/25/25 and was already priced into the markets.

Google Search

So like I said....back to square one.

Stating facts....not politics. Let's keep politics and emotional feelings outta this thread which seems to be a challenge for some people (not saying you in particular Desert).

And those emotional (and political) feelings have led some people to some horrible investment decisions as is now being proven yet again.

I don’t understand why you are just ignoring the 20% fentanyl tariff as if it is fake. The effective tariff has gone from 10% to 30% even after this announcement. I’m not opining on whether this is good or bad - it just is what it is.

 

[Todem]

10% on China (was in place during Biden Admin)
20% Fentanyl in place (since the Biden Admin)

Link to this claim?

Ok.....

Google Search

And here is the 20% Fentanyl since the Biden administration ended (should have edited my original post) THAT HAS BEEN IN PLACE SINCE 2/25/25 and was already priced into the markets.

Google Search

So like I said....back to square one.

Stating facts....not politics. Let's keep politics and emotional feelings outta this thread which seems to be a challenge for some people (not saying you in particular Desert).

And those emotional (and political) feelings have led some people to some horrible investment decisions as is now being proven yet again.

I think the first result might be an AI hallucination. I don't think there was a 10% across the board and the de minims exception is also very important.

And, yeah, it's been a good few weeks of trading.

It’s not.