Stock Thread (102 Viewers)

[The_Man]

Every time I'm told to stay out of the market it goes up up up!

No one told you to stay out.
You don't listen to anyone anyway

Main Street media was the culprit here pushing typical negative narratives. I know quite a few folks that got spooked and got out thinking tariffs were going to stay elevated long term.

I mean the "90-day pause" runs out at the start of July and as far as I can tell, maybe 1 trade deal has been reached? I don't think you can really blame the media for accurately reporting what the President says he is going to do - are they supposed to run a disclaimer that says everyone knows the President doesn't really mean what he says?

 

[General Malaise]

*****ANNOUNCE*****

UAMY CEO on Fox Business with Maria again tomorrow morning, 8:30am ET.

I think she  likes him likes him.

 

[⚡DEADHEAD⚡]

CEG…….what happened baby doll?

I think I need to buy more of this. I don't have a lot of cash. Maybe $10k.

Serious question. I have about $75k in capital gains in WFC. I don't want to pay taxes, especially in CA (would rather hold until I move to a state with no state tax?!). But maybe I bite that bullet and move some $ into CEG (or elsewhere). Is this my only option? Other approaches?

Never mind the gains I have on CEG and EXC. That day will make me cry. I'll need to sell those stocks very slowly. Thanks for that problem Todem!

 

[Sand]

Serious question. I have about $75k in capital gains in WFC. I don't want to pay taxes, especially in CA (would rather hold until I move to a state with no state tax?!). But maybe I bite that bullet and move some $ into CEG (or elsewhere). Is this my only option? Other approaches?

Very few. You can become unemployed and use that to get to the 90k limit for LTCG. Knowing CA you probably still have to pay 400% taxes to the state. Or you can setup a donor advised account and donate shares to that and then to your favorite charity. You don't have to pay capital gains that way. No idea if this works for state taxes as well, but I suspect it does.

 

[Klimtology]

Every time I'm told to stay out of the market it goes up up up!

No one told you to stay out.
You don't listen to anyone anyway

Main Street media was the culprit here pushing typical negative narratives. I know quite a few folks that got spooked and got out thinking tariffs were going to stay elevated long term.

Thanks Schmeabs!

That makes me feel better.

 

[identikit]

UAMY at it again...

Up 20% so far

 

[BassNBrew]

Every time I'm told to stay out of the market it goes up up up!

No one told you to stay out.
You don't listen to anyone anyway

Main Street media was the culprit here pushing typical negative narratives. I know quite a few folks that got spooked and got out thinking tariffs were going to stay elevated long term.

Thanks Schmeabs!

That makes me feel better.

Hope this doesn't ruin it. The Micron Technology I bought less than two months ago is now up 70%. The forward PE was 7.5 at the time. Of course plenty of guys were banging the table discussing how historically expensive market was and arguing the tech wasn't on sale. 401k now up 30%+ on the year. Thanks to the guys here that backed the premise that this was a generational wealth building opportunity when the masses were flocking from the market and kept throwing out great suggestions and advice. This thread is the great return on your time invested.

 

[General Malaise]

UAMY at it again...

Up 20% so far

Magic of the Money Honey.

 

[identikit]

UAMY at it again...

Up 20% so far

Magic of the Money Honey.

Now drifting down

 

[BassNBrew]

Is it safe to assume that if a stock is listed on the NASDAQ and over $5 that it's relative immune from blatant pump and dump? I guess I mean penny stock type of shenanigans.

 

[Dr. Octopus]

BROs running up today - can't determine why, but I'll take it.

 

[Capella]

BROs running up today - can't determine why, but I'll take it.

Can’t remember who recommended it - think it was GM or todem or maybe somebody else but I definitely owe them a bros.

 

[Dr. Octopus]

BROs running up today - can't determine why, but I'll take it.

Can’t remember who recommended it - think it was GM or todem or maybe somebody else but I definitely owe them a bros.

It was @General Malaise

 

[Sand]

BROs running up today - can't determine why, but I'll take it.

Can’t remember who recommended it - think it was GM or todem or maybe somebody else but I definitely owe them a bros.

It was @General Malaise

He just spit out a thesis in ancient Greek explaining Alphamin - I think that evens things out.

 

[The Z Machine]

BROs running up today - can't determine why, but I'll take it.

Can’t remember who recommended it - think it was GM or todem or maybe somebody else but I definitely owe them a bros.

It was @General Malaise

Oh yeah, although I've never had a BROS, I'm definitely drinking the Kool Aid from them.

 

[General Malaise]

BROs running up today - can't determine why, but I'll take it.

Can’t remember who recommended it - think it was GM or todem or maybe somebody else but I definitely owe them a bros.

It was @General Malaise

Oh, I think some other FBGbroahns have recommended it as well.

I got in after the IPO, was riding high and then just watched it topple and languish for a while. I eventually gave up the ghost and puked it all out at a loss.

But I got back into BROS last Aug and made a nice gain selling it at all in Feb before things went a little wonky here. Jumped back in on April 11 at $56 and here I sit.

Basically, I've traded this thing like a teenager hopped up on a Poppin' Boba Fire Lizard Rebel.

 

[General Malaise]

BROs running up today - can't determine why, but I'll take it.

Can’t remember who recommended it - think it was GM or todem or maybe somebody else but I definitely owe them a bros.

It was @General Malaise

Oh yeah, although I've never had a BROS, I'm definitely drinking the Kool Aid from them.

They're moving into Ohio! :stillers:

My kids are big fans of BROS now. They hired a new VP marketing (came over from Wingstop) and this cat is going to gamify their app, which might actually help get my daughter to want to leave her bedroom. Kids love apps that offer up some gaming components. Anything to avoid human contact.

 

[BeTheMatch]

BROs running up today - can't determine why, but I'll take it.

Can’t remember who recommended it - think it was GM or todem or maybe somebody else but I definitely owe them a bros.

It was @General Malaise

Oh, I think some other FBGbroahns have recommended it as well.

I got in after the IPO, was riding high and then just watched it topple and languish for a while. I eventually gave up the ghost and puked it all out at a loss.

But I got back into BROS last Aug and made a nice gain selling it at all in Feb before things went a little wonky here. Jumped back in on April 11 at $56 and here I sit.

Basically, I've traded this thing like a teenager hopped up on a Poppin' Boba Fire Lizard Rebel.

I got it right after IPO I think. It tanked, then I forgot I had it. Its name popped up here several months back when it was surging. I was happy to sell it all then for a little profit given how far down I had been.

I just don't have the right temperament for individual stocks.

Nice to see it running up for you guys again. Place was ALWAYS packed.

Good luck!

 

[steelerfan1]

wondering if OKE is still a thing? Was in it during the 2020 Covid thing and sold pretty quickly. I see they are down 20% YTD and looking for the wisdom here to see if I should grab some.

 

[Pigskin Fanatic]

Is it safe to assume that if a stock is listed on the NASDAQ and over $5 that it's relative immune from blatant pump and dump? I guess I mean penny stock type of shenanigans.

at the extreme cautious level, I seen plenty of penny stocks get listed and climb into that magical (for penny stocks) $5 - $12 range just to get into financial trouble with SEC on reporting or valuation falling back below that level and getting de-listed within a quarter or two. so there's that.

 

[General Malaise]

BROs running up today - can't determine why, but I'll take it.

Can’t remember who recommended it - think it was GM or todem or maybe somebody else but I definitely owe them a bros.

It was @General Malaise

Oh, I think some other FBGbroahns have recommended it as well.

I got in after the IPO, was riding high and then just watched it topple and languish for a while. I eventually gave up the ghost and puked it all out at a loss.

But I got back into BROS last Aug and made a nice gain selling it at all in Feb before things went a little wonky here. Jumped back in on April 11 at $56 and here I sit.

Basically, I've traded this thing like a teenager hopped up on a Poppin' Boba Fire Lizard Rebel.

I got it right after IPO I think. It tanked, then I forgot I had it. Its name popped up here several months back when it was surging. I was happy to sell it all then for a little profit given how far down I had been.

I just don't have the right temperament for individual stocks.

Nice to see it running up for you guys again. Place was ALWAYS packed.

Good luck!

It really is. I joke about my due diligence involving passing one of their stores twice a day on my commute and noticing the traffic. Pretty silly but it doesn't matter the time of day or the day of the week, there's always a line of cars on both sides of the little hut they operate out of. Very efficiently too, I might add.

 

[Runkle]

BROs running up today - can't determine why, but I'll take it.

Can’t remember who recommended it - think it was GM or todem or maybe somebody else but I definitely owe them a bros.

It was @General Malaise

Oh, I think some other FBGbroahns have recommended it as well.

I got in after the IPO, was riding high and then just watched it topple and languish for a while. I eventually gave up the ghost and puked it all out at a loss.

But I got back into BROS last Aug and made a nice gain selling it at all in Feb before things went a little wonky here. Jumped back in on April 11 at $56 and here I sit.

Basically, I've traded this thing like a teenager hopped up on a Poppin' Boba Fire Lizard Rebel.

I got it right after IPO I think. It tanked, then I forgot I had it. Its name popped up here several months back when it was surging. I was happy to sell it all then for a little profit given how far down I had been.

I just don't have the right temperament for individual stocks.

Nice to see it running up for you guys again. Place was ALWAYS packed.

Good luck!

It really is. I joke about my due diligence involving passing one of their stores twice a day on my commute and noticing the traffic. Pretty silly but it doesn't matter the time of day or the day of the week, there's always a line of cars on both sides of the little hut they operate out of. Very efficiently too, I might add.

I thought the same about the McDonald's I used to drive by all the time. Line always backed up all night long. Then I found out that ordering a "happy meal with a large orange soda" got you a dime bag as the toy in the box. Dangers of the sample size of one I guess.

 

[BeTheMatch]

BROs running up today - can't determine why, but I'll take it.

Can’t remember who recommended it - think it was GM or todem or maybe somebody else but I definitely owe them a bros.

It was @General Malaise

Oh, I think some other FBGbroahns have recommended it as well.

I got in after the IPO, was riding high and then just watched it topple and languish for a while. I eventually gave up the ghost and puked it all out at a loss.

But I got back into BROS last Aug and made a nice gain selling it at all in Feb before things went a little wonky here. Jumped back in on April 11 at $56 and here I sit.

Basically, I've traded this thing like a teenager hopped up on a Poppin' Boba Fire Lizard Rebel.

I got it right after IPO I think. It tanked, then I forgot I had it. Its name popped up here several months back when it was surging. I was happy to sell it all then for a little profit given how far down I had been.

I just don't have the right temperament for individual stocks.

Nice to see it running up for you guys again. Place was ALWAYS packed.

Good luck!

It really is. I joke about my due diligence involving passing one of their stores twice a day on my commute and noticing the traffic. Pretty silly but it doesn't matter the time of day or the day of the week, there's always a line of cars on both sides of the little hut they operate out of. Very efficiently too, I might add.

I thought the same about the McDonald's I used to drive by all the time. Line always backed up all night long. Then I found out that ordering a "happy meal with a large orange soda" got you a dime bag as the toy in the box. Dangers of the sample size of one I guess.

I went by 4-5 Dutch Bros on a regular basis, in addition to one GM saw in his town, same thing at all of them. I know that doesn't necessarily mean high stock price, but it feels like it should.

 

[General Malaise]

BROs running up today - can't determine why, but I'll take it.

Can’t remember who recommended it - think it was GM or todem or maybe somebody else but I definitely owe them a bros.

It was @General Malaise

Oh, I think some other FBGbroahns have recommended it as well.

I got in after the IPO, was riding high and then just watched it topple and languish for a while. I eventually gave up the ghost and puked it all out at a loss.

But I got back into BROS last Aug and made a nice gain selling it at all in Feb before things went a little wonky here. Jumped back in on April 11 at $56 and here I sit.

Basically, I've traded this thing like a teenager hopped up on a Poppin' Boba Fire Lizard Rebel.

I got it right after IPO I think. It tanked, then I forgot I had it. Its name popped up here several months back when it was surging. I was happy to sell it all then for a little profit given how far down I had been.

I just don't have the right temperament for individual stocks.

Nice to see it running up for you guys again. Place was ALWAYS packed.

Good luck!

It really is. I joke about my due diligence involving passing one of their stores twice a day on my commute and noticing the traffic. Pretty silly but it doesn't matter the time of day or the day of the week, there's always a line of cars on both sides of the little hut they operate out of. Very efficiently too, I might add.

I thought the same about the McDonald's I used to drive by all the time. Line always backed up all night long. Then I found out that ordering a "happy meal with a large orange soda" got you a dime bag as the toy in the box. Dangers of the sample size of one I guess.

I went by 4-5 Dutch Bros on a regular basis, in addition to one GM saw in his town, same thing at all of them. I know that doesn't necessarily mean high stock price, but it feels like it should.

Yeah, they're all pretty busy at all hours of the day. Summer is especially strong with all the iced-whatevers. The ease of the drive-thru only model doesn't hurt as folks don't want to exit their nice, cool cars in July.

I know SBUX has some drive-thrus as well, but they always have folks camped inside their stores like it's a book store or something. Wonder how much more it costs to run a Starubucks store vs a Dutch Bros. Utility costs alone have to be cheaper.

 

[guru_007]

ugh, so mad as I finally made up my mind to buy puts on this pig CRWV, only to see it down 15% today. This thing is a friggin Nvidia shell company, designed to basically pay back it's debt only over 5 years before the shareholders see any profits. And guess who they owe this debt to? Yep, Uncle Jensen. But guru, they have solid contracts with the likes of Microsoft. Yeah, that's because Nvidia didn't have enough chips for Microsoft, so they were basically forced to contract in with Coreweave for compute. The chips will be obselete within 2 years, and by that time their clients will have newer, faster chips. By all means, do you're own research, but buyer beware on this one, this is SMCI part 2, but way, way worse.

I did delve into something stupid however, because, well, I'm not the brightest tool in the shed. Not sure what this one is all about, but dividend is enticing. Picked up a few small, small slices of MSTY and NFLY. If anyone has any thoughts on these things, by all means, I'm all ears.

 

[Desert_Power]

ugh, so mad as I finally made up my mind to buy puts on this pig CRWV, only to see it down 15% today. This thing is a friggin Nvidia shell company, designed to basically pay back it's debt only over 5 years before the shareholders see any profits. And guess who they owe this debt to? Yep, Uncle Jensen. But guru, they have solid contracts with the likes of Microsoft. Yeah, that's because Nvidia didn't have enough chips for Microsoft, so they were basically forced to contract in with Coreweave for compute. The chips will be obselete within 2 years, and by that time their clients will have newer, faster chips. By all means, do you're own research, but buyer beware on this one, this is SMCI part 2, but way, way worse.

I've been reading folks saying stuff like this well before the IPO too. Strange.

 

[Todem]

ugh, so mad as I finally made up my mind to buy puts on this pig CRWV, only to see it down 15% today. This thing is a friggin Nvidia shell company, designed to basically pay back it's debt only over 5 years before the shareholders see any profits. And guess who they owe this debt to? Yep, Uncle Jensen. But guru, they have solid contracts with the likes of Microsoft. Yeah, that's because Nvidia didn't have enough chips for Microsoft, so they were basically forced to contract in with Coreweave for compute. The chips will be obselete within 2 years, and by that time their clients will have newer, faster chips. By all means, do you're own research, but buyer beware on this one, this is SMCI part 2, but way, way worse.

I did delve into something stupid however, because, well, I'm not the brightest tool in the shed. Not sure what this one is all about, but dividend is enticing. Picked up a few small, small slices of MSTY and NFLY. If anyone has any thoughts on these things, by all means, I'm all ears.

Did you buy those before or after my post on this extremely overvalued IPO?

 

[FreeBaGeL]

I wish I had been paying attention today. Totally would've hopped on some TSLA puts if I'd noticed they were losing the EV credits.

 

[fruity pebbles]

Weren’t there a bunch of posts about TSLA’s big drop today?

 

[McBokonon]

Bought some RKLB shares for a one day gamble

 

[ConstruxBoy]

CRWV way down today

 

[BassNBrew]

I wish I had been paying attention today. Totally would've hopped on some TSLA puts if I'd noticed they were losing the EV credits.

This has been floating around for at least a couple of weeks.

 

[BassNBrew]

Just read that deleted Whatsap texts are still on your phone (per expert testimony in the Diddy trial) but not accessible to the user. I thought privacy was one of their competing features.

 

[FreeBaGeL]

Some guy on WSB bought $61k worth of $300 7/18 TSLA puts this morning on the hypothesis that robotaxi launch would be a dud. Talk about right place right time.

 

[Desert_Power]

Just read that deleted Whatsap texts are still on your phone (per expert testimony in the Diddy trial) but not accessible to the user. I thought privacy was one of their competing features.

Aren't they owned by Meta?

 

[BassNBrew]

Just read that deleted Whatsap texts are still on your phone (per expert testimony in the Diddy trial) but not accessible to the user. I thought privacy was one of their competing features.

Aren't they owned by Meta?

Yup, I'm wondering if it's a small ding to Meta.

 

[St. Louis Bob]

Is it safe to assume that if a stock is listed on the NASDAQ and over $5 that it's relative immune from blatant pump and dump? I guess I mean penny stock type of shenanigans.

at the extreme cautious level, I seen plenty of penny stocks get listed and climb into that magical (for penny stocks) $5 - $12 range just to get into financial trouble with SEC on reporting or valuation falling back below that level and getting de-listed within a quarter or two. so there's that.

So if it gets in that range, sell immediately.

 

[St. Louis Bob]

They just built a DB by me. It's next door to a SBUX. Do you want me to run any recon? @General Malaise

A question for all of you, what do you with 3 million or so, in your mid 70's (so not talking about me and are starting to show signs of dementia which runs in your family. 80/20 90/10 bonds/stocks? That's what I'm thinking but appreciate your knowledge.

 

[St. Louis Bob]

Some guy on WSB bought $61k worth of $300 7/18 TSLA puts this morning on the hypothesis that robotaxi launch would be a dud. Talk about right place right time.

I looked at doing this for the same reason but if I remember correctly, and it's quite possible I'm not, they were pretty pricey.

 

[BassNBrew]

They just built a DB by me. It's next door to a SBUX. Do you want me to run any recon? @General Malaise

A question for all of you, what do you with 3 million or so, in your mid 70's (so not talking about me and are starting to show signs of dementia which runs in your family. 80/20 90/10 bonds/stocks? That's what I'm thinking but appreciate your knowledge.

Family needs to decide if they want to pay for care or want the gov't to. If the later, there's a 5 year claw back period so get those funds to the rest of the family ASAP.

 

[St. Louis Bob]

They just built a DB by me. It's next door to a SBUX. Do you want me to run any recon? @General Malaise

A question for all of you, what do you with 3 million or so, in your mid 70's (so not talking about me and are starting to show signs of dementia which runs in your family. 80/20 90/10 bonds/stocks? That's what I'm thinking but appreciate your knowledge.

Family needs to decide if they want to pay for care or want the gov't to. If the later, there's a 5 year claw back period so get those funds to the rest of the family ASAP.

Great advice. Everything has already been signed over to a beneficiary.

ETa sorry my medical Marijuana kicked in.

 

[Sand]

Some guy on WSB bought $61k worth of $300 7/18 TSLA puts this morning on the hypothesis that robotaxi launch would be a dud. Talk about right place right time.

I looked at doing this for the same reason but if I remember correctly, and it's quite possible I'm not, they were pretty pricey.

Undoubtedly. TSLA is a volatile stock, so options are going to be pretty pricey compared to other, more sedate, stocks.

It's why I said earlier I was happy/sad/happy/sad/happy that I never owned it. Not for political reasons (i.e. there was no reason to nuke the post), but because it has always been somewhat of a rollercoaster.

 

[Redwes25]

They just built a DB by me. It's next door to a SBUX. Do you want me to run any recon? @General Malaise

A question for all of you, what do you with 3 million or so, in your mid 70's (so not talking about me and are starting to show signs of dementia which runs in your family. 80/20 90/10 bonds/stocks? That's what I'm thinking but appreciate your knowledge.

I would do 70/30 fixed income and stock or 80/20. I would not do 90/10 as not enough growth the move needle. I lean to 70/30.

I would do half the bonds in US Treasuries you purchase yourself with a big 10 year ladder so you always have something maturing near term in case you need funds. That way you aren’t selling a fund that might have moved down if interest rates moved against you. You can also reinvest money in back of ladder if don’t need money at maturity.

Other half bonds would be a mix of funds - total bond fund, investment grade corps, High Yield and secured floating rate loans.

 

[Sand]

They just built a DB by me. It's next door to a SBUX. Do you want me to run any recon? @General Malaise

A question for all of you, what do you with 3 million or so, in your mid 70's (so not talking about me and are starting to show signs of dementia which runs in your family. 80/20 90/10 bonds/stocks? That's what I'm thinking but appreciate your knowledge.

30% cocaine, 30% ladies of the evening, 40% Viagra.

 

[The Z Machine]

They just built a DB by me. It's next door to a SBUX. Do you want me to run any recon? @General Malaise

A question for all of you, what do you with 3 million or so, in your mid 70's (so not talking about me and are starting to show signs of dementia which runs in your family. 80/20 90/10 bonds/stocks? That's what I'm thinking but appreciate your knowledge.

30% cocaine, 30% ladies of the evening, 40% Viagra.

Also 15% craps table

 

[Acrobat7]

I wish I had been paying attention today. Totally would've hopped on some TSLA puts if I'd noticed they were losing the EV credits.

Buy the dip for when they get them back again tomorrow.

 

[BassNBrew]

Interesting video about retail exiting Nvidia and Institutions buying. Net out flow for retail for the first time in years. Not sure what to make of that if anything. Wish I had jaime Dimon's opinion so I could do the opposite.

https://www.cnbc.com/video/2025/06/04/retail-investors-are-exiting-nvidia-heres-why.html?

 

[BassNBrew]

Never heard why Palantir took a dump at close yesterday. Sold the shares I bought at close for a 4.5% gain.

 

[General Malaise]

Certainly wouldn't fault anybody for booking some gains in UAMY. The pop is nice but I'm not sure the CEOs interview revealed anything "newsy". Story remains the same and I'm hanging with it, but investors with level heads might take some chips off the table.

 

[BassNBrew]

LULU down 20% today. This has always been cyclical.