Fantasy Football - Footballguys Forums
This is a sample guest message. Register a free account today to become a member! Once signed in, you'll be able to participate on this site by adding your own topics and posts, as well as connect with other members through your own private inbox!
Stock Thread (16 Viewers)
- Thread starter St. Louis Bob
- Start date
Yo Mama
Footballguy
Are you accusing them of “droning” on and on?
Sand
Footballguy
Bob Sacamano
Footballguy
Hey, has anyone here ever heard of this Celestica company?
Or the Hoodoo Gurus? (That one was mostly for GM)
Or the Hoodoo Gurus? (That one was mostly for GM)
General Malaise
Footballguy
Just busting your balls. Yeah, I got an after-hours call from a partner all geeked up over Red Cat (the way we're playing drones). So LETSGOOOOOOOOOOOOOO
identikit
Footballguy
Sold all of this one when it hit $130All the tuff I'm seeing is that what AWS is doing is not the same thing as what VRT does:Any thoughts on VRT dropping today on the news that AWS has developed (quickly) its own cooling technology? Buying in here? Selling? Where is Todem when you need him?
I'm up 40% on this one even after today's decline. I'm going to watch it closely and if I get spooked, might sell half.
Just curious what others are thinking here with VRT. It's not my field of expertise, far from it.
Got that one right
For a change
Need some help on Palantir. I read about $865 million worth of calls at $140 that expire this Friday. With the stock hitting $149 today, what impact should we see the rest of the week?
Update on the quantum trades
Honeywell - down .05%
D-Wave - Up 4.8% on the back of today's 7% move
Rigetti - Up 11%
Quantum Computing - Up 2.4% on today's 8.7% move
Ionq - Up 3%
Big yawners thus far.
Need some help on Palantir. I read about $865 million worth of calls at $140 that expire this Friday. With the stock hitting $149 today, what impact should we see the rest of the week? We are now over $145 so I guess the share a day strategy is over and those should be sold????
Update on the quantum trades
Honeywell - down .05%
D-Wave - Up 4.8% on the back of today's 7% move
Rigetti - Up 11%
Quantum Computing - Up 2.4% on today's 8.7% move
Ionq - Up 3%
Big yawners thus far.
Archer - Was hosed be a secondary offering and am down 6% on the original shares. DCA down and am up 3% overall.
Joby - My initial shares dropped and I down cost averaged down twice. Now up 41% overall.
Draganfly - Same deal, DCA down and 4x my exposure. Up 29%
Don't forget AMD. Tariff tantrum shares just hit a double up.
Sold the share a day Palantir position at about $149. No specific reason as I'm confused what will happen here.
Sold the AMD I bought on the pull back a month ago at $127 for $158 to reduce my exposure to 10%
Added to my Adobe and Honest positions, both very undervalued IMO.
Limit order for Orocco in place.
Completely exited my Target position, at a 6% loss. The recent shares that were up 10% blunted the shares down 13-30%. Some of these shares that were down I had purchased in 2020. No reason to keep a company whose sales are dropping when there are hundreds of better investments. One thing I learned recently is to cut your losses when you are wrong and don't hold a stock for years hoping to get back to break even.
Sold the AMD I bought on the pull back a month ago at $127 for $158 to reduce my exposure to 10%
Added to my Adobe and Honest positions, both very undervalued IMO.
Limit order for Orocco in place.
Completely exited my Target position, at a 6% loss. The recent shares that were up 10% blunted the shares down 13-30%. Some of these shares that were down I had purchased in 2020. No reason to keep a company whose sales are dropping when there are hundreds of better investments. One thing I learned recently is to cut your losses when you are wrong and don't hold a stock for years hoping to get back to break even.
kevzilla
Footballguy
<--------Guy who is always early to buy learning he is also early to sell
General Malaise
Footballguy
Antimony back on the hop. Gary Evans was supposed to be on with Maria Fartonmypillow today, but it's getting pushed back to Friday. This will be interview #3 with the Money Honey. May she extract some sweet sweet nectar.
Sand
Footballguy
Anytime, Maria. Anytime.
Good for the market, he said sarcastically, or good for the market is truly what QG believes?
QuizGuy66
Footballguy
Not sure I can specify on that.
I can say that it is very upsetting that no stock has symbol QG for me to use in the stock contest thread.
-QG
FreeBaGeL
Footballguy
I would assume he's firing Powell so he can put someone more doveish in that will be more likely to cut rates. Which would probably make the markets soar, at least for now until we're back in another inflation mess in a few years.
Sand
Footballguy
"President Trump was asked in the Oval Office whether he was looking to fire Powell 'soon'.
He responded 'no'..."
Sand
Footballguy
The inflation mess was caused by the massive cash gusher in the form of the Inflation Reduction Act and the Infrastructure Investment and Jobs Act. Inflation was already rising due to COVID and the cash infusions put in place there, but those two acts added massive liquidity at a time when the market couldn't absorb it. About 3T worth of gasoline on a fire.
Nothing on that scale currently. I don't think a rate cut is a good thing and don't think Powell should be replaced, but a rate cut or two isn't going to spike inflation to 9% again.
LOL...Market was down about 1% on the headline and recovered most of that. I suspect a prank and tank someone made a lot of money on.
Ilov80s
Footballguy
He also said he’s a terrible chair and is surprised he was appointed to the job.
FreeBaGeL
Footballguy
For sure but rates massively contributed to it, especially since they directly contributed to us having to rush straight into money printing since we couldn't stimulate by cutting rates, since they were already super low. Keeping rates low when it's not really called for leaves us vulnerable as it's our best tool for quick stimulus. So when we keep them low when not really needed and something happens that calls for stimulus, we have to just print money instead of cutting rates.
Would have been nice if we could have tried massive rate cuts in April 2020 (which should have been on the table) instead of having to jump straight into unlimited QE a few weeks into the whole ordeal.
I also think we're more sensitive to an inflation rebound than ever before given prices have already come up so much. Remember in almost every case of inflation to the levels we saw a few years ago, inflation rebounded to those levels again within the next 5 years or so. If it happens again we'll all collectively say "no duh" as the same thing happens once again on the backs of one inflationary policy on top of another.
FreeBaGeL
Footballguy
Isn't he the one that appointed him?
General Malaise
Footballguy
May I interject here for a second?
Unless I'm sorely mistaken, the president of the US cannot fire a FED chair.
Right?
"The Federal Reserve Act, which established the Federal Reserve System, includes protections that prevent the president from removing board members, including the chairman, without cause, according to the Yale Journal on Regulation."
Maybe instead of speculating and telling us not to discuss this in any political form, we make sure it's actually something the president can do first? Or am I way wrong here (happens a lot, see metals, cobalt)?
Sand
Footballguy
Oh, no doubt that ZIRP for years prior to that was a huge mistake and contributed to the volcano building pressure. Staying away from politics, but I railed a decent bit against ZIRP while it was going. Yellen (and to a smaller part Bernanke) were a disaster and were way, way too dovish.
To be honest, in my opinion, Powell is doing a superb job. I think he has been largely right on with rate moves. I understand why he's unpopular in current political circles as one side of the aisle has seemed to get ZIRP and the other significant hikes. But, at present, without the look back, Powell is on target.
FreeBaGeL
Footballguy
I think Powell made a bad blunder cutting rates in 2019, putting the stock market ahead of the true mandate of the fed (which was then exacerbated when the worst case scenario happened right afterwards). Since then I agree and think he's been great. He definitely seemed to learn from that mistake and has avoided making the same mistake again despite lots of pressure to do so.
There was talk of removing him due to mismanagement of funds with the billion dollar office renovation.
Ilov80s
Footballguy
You are correct.
identikit
Footballguy
And then someRedbounce!!
General Malaise
Footballguy
Jumped back into UAMY at $2.52 on Fri. Shouldn't have sold but got spooked. I think this thing could really run. Anything related to critical metals and autonomous warfare stocks are wiggling like we're heading for war.....or, at the very least, preparing our military to be less reliant on other countries (mostly China) and humans doing the fighting.
Interesting race between the two
As of July 16, 2025, here's a comparative overview of the stock performance of Advanced Micro Devices (AMD), NVIDIA (NVDA), and Walt Disney Company (DIS) since March 10, 2025:
Stock Performance Overview
| Company | March 10, 2025 Close | July 16, 2025 Close | Percentage Gain |
|---|---|---|---|
| AMD | $96.63 | $160.08 | +65.7% |
| NVIDIA | $106.98 | $171.37 | +60.2% |
| Disney | $103.08 | $119.82 | +16.2% |
Key Drivers Behind the Growth
- AMD: The company's stock surged by approximately 65.7% over the period. On July 16, 2025, AMD's stock closed at $160.08, marking a 2.9% increase for the day. This performance outpaced key competitors in the semiconductor sector.
- NVIDIA: NVIDIA's stock increased by about 60.2% during the same timeframe. On July 16, 2025, the stock closed at $171.37, up 0.4% for the day. The company's growth has been bolstered by the U.S. government's decision to lift export restrictions on its H20 AI chips to China, allowing NVIDIA to re-enter a crucial market.
- Disney: Disney's stock rose by approximately 16.2% over the same period. On July 16, 2025, the stock closed at $119.82, reflecting a 0.71% increase for the day. The company's performance has been supported by strong earnings, with a notable EPS of $1.75 surpassing analysts' expectations of $1.45. Additionally, positive developments in theme park admissions, cruise bookings, and streaming subscriptions have contributed to investor confidence.
And for giggles since April 8th
As of July 16, 2025, here's how Advanced Micro Devices (AMD), NVIDIA (NVDA), and Walt Disney Company (DIS) have performed since April 8, 2025:
Stock Performance Overview
| Company | April 8, 2025 Close | July 16, 2025 Close | Percentage Gain |
|---|---|---|---|
| AMD | $78.21 | $160.08 | +104.7% |
| NVIDIA | $96.30 | $171.37 | +77.9% |
| Disney | $81.72 | $119.82 | +46.6% |
Key Insights
- AMD: The stock has more than doubled, rising approximately 104.7% since April 8. This surge reflects strong performance in the semiconductor sector, driven by advancements in AI and increased demand for high-performance computing.
- NVIDIA: With a 77.9% increase over the same period, NVIDIA continues to benefit from its leadership in AI and graphics processing units (GPUs). The company's innovations and market expansion have contributed to its robust stock performance.
- Disney: Disney's stock has risen by about 46.6% since April 8. The company's growth is attributed to strong earnings reports, increased theme park attendance, and a rebound in its streaming services.
Orange&Blue
Footballguy
should we expect a stock market crash if 401ks are allowed to use private market investments?
Sand
Footballguy
401(k)s have investment committees that have to sign off on allowing these investments. Adoption will be slow and, if these committees have any sense, very limited. I'd say a nothing burger on the scale of things.
General Malaise
Footballguy
401(k) custodians are worse than mother's of teen girls in football rich environments. They won't greenlight investments like this unless their fees are augmented massively and even then, they don't want to risk their careers on being the agent that permitted Orange&Blue from losing all his retirement money in a buddy's carwash company.
Custodians move at a glacial pace. We will be 3 presidents deep before this ever even sees the congressional floor.
General Malaise
Footballguy
UAMY CEO Gary Evan's interview with Money Honey was pushed to Friday and is now in-person.
Boy oh boy!!!!
Boy oh boy!!!!
Sand
Footballguy
My last custodian at my company (who was part of a committee) steadfastly refused to add a real estate fund in 2007. I tried to talk to him about how it was a relatively uncorrelated asset and should be part of being diversified, etc. That jackass refused and told me not to mention it again (he was a VP, so, yeah, didn't want to get fired) - he said it had lost too much lately and couldn't in good conscience add it. That MFer probably cost me a couple hundred K as that was the ****ing bottom. Moron, complete moron.
My experience with those folks.
kutta
Footballguy
Uhhhhh. I know red cat VERY well.
I’m not super comfortable posting here, but PM me if you want info.
You should hunt them down on Linkin and remind him how much he cost all his folks as custodian.
Sand
Footballguy
About a year later a new CEO came in and immediately canned him. The CEO turned out to be a complete moron also, so maybe that doesn't say a whole lot.
Sand
Footballguy
Also on my drone stock list - KTOS, AVAV. Any others?
