Stock Thread (8 Viewers)

[General Malaise]

I'm gonna LODE up today.

Missed my entry point and now it's up 7%.

I might chase it on the way up. Why? Potentially a very cheap way to play and own silver. There's a bunch of threads on Reddit about this one and today I found this Substack piece on it. Worth a read for those with interest: https://consolidatedrock.substack.com/p/comstock-site-visit

I'm still getting up to speed on this one but will pass along anything I think is important, good or bad. But man, if this is fer real fer real, this thing could be very lucrative for early investors.

 

[GoBirds]

For one stop ETF do you VTI or VOO?

 

[identikit]

For one stop ETF do you VTI or VOO?

Not for the faint of heart, but I like this one for extra volatility:

Direxion Daily Gold Miners Index Bull 2X Shares (NUGT)​

 

[ConstruxBoy]

For one stop ETF do you VTI or VOO?

Not for the faint of heart, but I like this one for extra volatility:

Direxion Daily Gold Miners Index Bull 2X Shares (NUGT)​

Please don't use that as your "one stop ETF".

 

[The Z Machine]

For one stop ETF do you VTI or VOO?

Just short the VIX bro.

 

[pecorino]

For one stop ETF do you VTI or VOO?

I do VTI. Been investing for long enough to have forgotten why I'd prefer one over the other but my recollection is that they are very, very similar.

 

[Bob Sacamano]

For one stop ETF do you VTI or VOO?

Not for the faint of heart, but I like this one for extra volatility:

Direxion Daily Gold Miners Index Bull 2X Shares (NUGT)​

Why do you hate TomLikesGoldco.com?

 

[GoBirds]

For one stop ETF do you VTI or VOO?

I do VTI. Been investing for long enough to have forgotten why I'd prefer one over the other but my recollection is that they are very, very similar.

That’s what I’ve been in and saw an article on VOO and wondered if it matters.

Seems hard to find value right now so I keep averaging in.

 

[Nathan R. Jessep]

For one stop ETF do you VTI or VOO?

Not for the faint of heart, but I like this one for extra volatility:

Direxion Daily Gold Miners Index Bull 2X Shares (NUGT)​

NEM (+60% since May) and CDE (+100% since May) are my gold mining plays if anyone wants a nibble. I still think gold (and precious metals in general) is going much much higher in the next few years.

 

[General Malaise]

For one stop ETF do you VTI or VOO?

Not for the faint of heart, but I like this one for extra volatility:

Direxion Daily Gold Miners Index Bull 2X Shares (NUGT)​

NEM (+60% since May) and CDE (+100% since May) are my gold mining plays if anyone wants a nibble. I still think gold (and precious metals in general) is going much much higher in the next few years.

I got back into AGQ.

 

[Sand]

I'm gonna LODE up today.

Missed my entry point and now it's up 7%.

Last time I said that was PLTR at $9. Just saying.

 

[Nathan R. Jessep]

For one stop ETF do you VTI or VOO?

Not for the faint of heart, but I like this one for extra volatility:

Direxion Daily Gold Miners Index Bull 2X Shares (NUGT)​

NEM (+60% since May) and CDE (+100% since May) are my gold mining plays if anyone wants a nibble. I still think gold (and precious metals in general) is going much much higher in the next few years.

I got back into AGQ.

Recommend or no? haha I haven't read up on that one.

 

[General Malaise]

For one stop ETF do you VTI or VOO?

Not for the faint of heart, but I like this one for extra volatility:

Direxion Daily Gold Miners Index Bull 2X Shares (NUGT)​

NEM (+60% since May) and CDE (+100% since May) are my gold mining plays if anyone wants a nibble. I still think gold (and precious metals in general) is going much much higher in the next few years.

I got back into AGQ.

Recommend or no? haha I haven't read up on that one.

Definitely NOT recommended.

It's a 2x levered play on a Bloomberg silver index using derivatives but I'm bullish on silver and want more torque to upside if it continues to ascend. I've both made and lost money on this one for 15 years.

It's like an ex-fling that works as a stripper....she's super hot and super fun when times are good, but she might also steal from you and wreck your car. But boy, when it's good, it's magnificent and you forget about the dangers.

 

[beef]

For one stop ETF do you VTI or VOO?

Not for the faint of heart, but I like this one for extra volatility:

Direxion Daily Gold Miners Index Bull 2X Shares (NUGT)​

I don't currently have a position but it's near the top of my ETF tracker.

 

[beef]

For one stop ETF do you VTI or VOO?

I do VTI. Been investing for long enough to have forgotten why I'd prefer one over the other but my recollection is that they are very, very similar.

That’s what I’ve been in and saw an article on VOO and wondered if it matters.

Seems hard to find value right now so I keep averaging in.

Averaging in has never failed me.

In my "I just want to dump money somewhere and not think about it" account, I also chose VTI over VOO as a one-stop total market ETF. My reasoning at the time was VOO is an S&P tracker so then if I really wanted to spread out more I'd need to add some small & mid cap tracking ETFs too. Then I'd need to decide how to weigh them and which % of contributions go where. Vanguard does all that for me with VTI.

 

[Nugget]

For one stop ETF do you VTI or VOO?

I do VTI. Been investing for long enough to have forgotten why I'd prefer one over the other but my recollection is that they are very, very similar.

That’s what I’ve been in and saw an article on VOO and wondered if it matters.

Seems hard to find value right now so I keep averaging in.

Averaging in has never failed me.

In my "I just want to dump money somewhere and not think about it" account, I also chose VTI over VOO as a one-stop total market ETF. My reasoning at the time was VOO is an S&P tracker so then if I really wanted to spread out more I'd need to add some small & mid cap tracking ETFs too. Then I'd need to decide how to weigh them and which % of contributions go where. Vanguard does all that for me with VTI.

My Roth is now just VT. Wish they offered it in my 401k

 

[GoBirds]

For one stop ETF do you VTI or VOO?

I do VTI. Been investing for long enough to have forgotten why I'd prefer one over the other but my recollection is that they are very, very similar.

That’s what I’ve been in and saw an article on VOO and wondered if it matters.

Seems hard to find value right now so I keep averaging in.

Averaging in has never failed me.

In my "I just want to dump money somewhere and not think about it" account, I also chose VTI over VOO as a one-stop total market ETF. My reasoning at the time was VOO is an S&P tracker so then if I really wanted to spread out more I'd need to add some small & mid cap tracking ETFs too. Then I'd need to decide how to weigh them and which % of contributions go where. Vanguard does all that for me with VTI.

Ok that was the difference. Thanks for the info my friend.

 

[Nathan R. Jessep]

Billionaire Ray Dalio Links Bitcoin’s Rise to ‘Debt-Fueled Heart Attack’ in U.S. - Decrypt

The U.S. risks a debt-fueled heart attack, but that will likely buoy cryptocurrency prices, according to veteran asset manager Ray Dalio.

decrypt.co

TLDR: Ray says have 15% of your port in gold & BTC

 

[The Z Machine]

Billionaire Ray Dalio Links Bitcoin’s Rise to ‘Debt-Fueled Heart Attack’ in U.S. - Decrypt

The U.S. risks a debt-fueled heart attack, but that will likely buoy cryptocurrency prices, according to veteran asset manager Ray Dalio.

decrypt.co

TLDR: Ray says have 15% of your port in gold & BTC

If only that were allowed in my 401k, which is 15x my brokerage account.

 

[eoMMan]

For one stop ETF do you VTI or VOO?

Not for the faint of heart, but I like this one for extra volatility:

Direxion Daily Gold Miners Index Bull 2X Shares (NUGT)​

I’m jumping on the NUGT train today….choo choo.

 

[GoBirds]

For one stop ETF do you VTI or VOO?

Not for the faint of heart, but I like this one for extra volatility:

Direxion Daily Gold Miners Index Bull 2X Shares (NUGT)​

GLDM has been my gold exposure, done well so far.

 

[The Z Machine]

AREC up 15% on the day. Love to see it. Wish I woulda got moar.

 

[eoMMan]

Overpaid a little but bought some CoreWeave (CRWV) at $125. I like the way this thing is moving. Sort of like a Palantir/Nvidia type move. To the moon!!!!

 

[General Malaise]

Happy dividend day to all the tin owners who observe.

 

[General Malaise]

UAMY having a nice little day....

 

[Nathan R. Jessep]

Adding a little more EQT before close today. Long term port natural gas play. If it keeps dipping, will keep adding. I think this has potential to be a monster.

 

[urbanhack]

BROS on the dip

 

[The Z Machine]

BROS on the dip

I kinda don't want it to dip tho...

 

[Nathan R. Jessep]

My prediction for FOMC day tomorrow:

We will dip to 6475-6500, then bounce from there and the train rolls on towards 7K.

If we lose the 6450 area, 6350-6400 is my next area to watch.

I can't see any way we get a pump out of this announcement. A small cut is already priced in. Either they're cutting bigger than expected (which means bad news economy-wise) or they're not cutting at all (also bad news). So I think market makers will use this to grab some liquidity from everyone riding the trend. Clear the board then the trend continues.

 

[The Z Machine]

My prediction for FOMC day tomorrow:

We will dip to 6475-6500, then bounce from there and the train rolls on towards 7K.

If we lose the 6450 area, 6350-6400 is my next area to watch.

I can't see any way we get a pump out of this announcement. A small cut is already priced in. Either they're cutting bigger than expected (which means bad news economy-wise) or they're not cutting at all (also bad news). So I think market makers will use this to grab some liquidity from everyone riding the trend. Clear the board then the trend continues.

I'd be kinda happy to take some wins but there are some stocks I have that are still struggling, like CRM, VRTX, and AMD. Maybe I'll take some gains from my index funds and hold some more cash.

 

[Nathan R. Jessep]

My prediction for FOMC day tomorrow:

We will dip to 6475-6500, then bounce from there and the train rolls on towards 7K.

If we lose the 6450 area, 6350-6400 is my next area to watch.

I can't see any way we get a pump out of this announcement. A small cut is already priced in. Either they're cutting bigger than expected (which means bad news economy-wise) or they're not cutting at all (also bad news). So I think market makers will use this to grab some liquidity from everyone riding the trend. Clear the board then the trend continues.

I'd be kinda happy to take some wins but there are some stocks I have that are still struggling, like CRM, VRTX, and AMD. Maybe I'll take some gains from my index funds and hold some more cash.

I can't decide. haha I am still expecting the BIG ONE in the next year or two. That's when I'm planning on loading up. But at the same time, I'm not passing up on any dips on any of what I think are long term plays. And if they dip lower when the big one hits, will just keep adding. I just think the more solid plays will be more able to weather the storm. And I've got a lot of charts marked up with buy zones wayyyy down there for.

 

[General Malaise]

BROS on the dip

I kinda don't want it to dip tho...

Feels like this is an earnings play now. New floors....from $30 to $40 to $50 and now $60. Least I hope $60 is the floor.

I'm tempted to sell what I have left, redeploy it in Antimony and Tungsten, then jump back into BROS before next earnings release.

 

[BassNBrew]

Jim Cramer on Dutch Bros: “I Like This Stock so Much”​

-7%

Kiss of death. Thanks, Jim!

I got lucky on this one, cleared the table this morning at $73.21. Many thanks to GM for pointing out the opportunity back in early August. This stock is starting a nice pattern of popping on earnings growth and then sinking as people digest the valuation.

Bought last time at $57.54. I'll probably starting nibbling tomorrow if I remember. With the way Bros has been stacking debt, rates cuts can't come soon enough. If I'm reading the balance sheets correctly, 13% of their operating income is being used to pay interest.

 

[identikit]

Bought some KTOS a couple days ago

Up 9+ %

So thankful for this thread

 

[JB Breakfast Club]

Why do I still have GIS (General Mills) in my portfolio? Might be time to dump this pig.

 

[identikit]

Why do I still have GIS (General Mills) in my portfolio? Might be time to dump this pig.

Dumped CAVA this week...

Still holding on to Ford

Oy

 

[Bob Sacamano]

Why do I still have GIS (General Mills) in my portfolio? Might be time to dump this pig.

Dumped CAVA this week...

Still holding on to Ford

Oy

Funny. I was going to take a look at getting into it.

 

[Bob Sacamano]

(CAVA)

 

[General Malaise]

.25 rate cut, as expected. Two more rate cuts possible to likely before year end.

 

[fruity pebbles]

Thoughts on the Chinese government banning their tech companies from testing and ordering Nvidia’s chip they designed for that market?

 

[Dr. Octopus]

Thoughts on the Chinese government banning their tech companies from testing and ordering Nvidia’s chip they designed for that market?

It’s down on the news but in the long run - one way or the other the company will be fine. Hopefully it’s part of the trade negotiations with China.

 

[Dr. Octopus]

I bought more NVDA this morning and had a few more limit orders in that did not get filled.

 

[fruity pebbles]

Thoughts on the Chinese government banning their tech companies from testing and ordering Nvidia’s chip they designed for that market?

It’s down on the news but in the long run - one way or the other the company will be fine. Hopefully it’s part of the trade negotiations with China.

Seems like more of a Nvidia vs China issue vs US vs China issue.

 

[Dezbelief]

Thoughts on the Chinese government banning their tech companies from testing and ordering Nvidia’s chip they designed for that market?

It’s down on the news but in the long run - one way or the other the company will be fine. Hopefully it’s part of the trade negotiations with China.

Seems like more of a Nvidia vs China issue vs US vs China issue.

The federal government receiving 15% of Nvidia profits in China has to be on the minds of Chinese leaders.

 

[fruity pebbles]

Thoughts on the Chinese government banning their tech companies from testing and ordering Nvidia’s chip they designed for that market?

It’s down on the news but in the long run - one way or the other the company will be fine. Hopefully it’s part of the trade negotiations with China.

Seems like more of a Nvidia vs China issue vs US vs China issue.

The federal government receiving 15% of Nvidia profits in China has to be on the minds of Chinese leaders.

Probably but also their belief that Nvidia put spyware in the chips sold to them.

 

[Dr. Octopus]

Thoughts on the Chinese government banning their tech companies from testing and ordering Nvidia’s chip they designed for that market?

It’s down on the news but in the long run - one way or the other the company will be fine. Hopefully it’s part of the trade negotiations with China.

Seems like more of a Nvidia vs China issue vs US vs China issue.

I'm not saying it's an issue between the Nations but Trump's people could negotiate for the chip ban to be overturned. He seems to like Jensen Hwang and it's an important American business.

 

[Dr. Octopus]

Thoughts on the Chinese government banning their tech companies from testing and ordering Nvidia’s chip they designed for that market?

It’s down on the news but in the long run - one way or the other the company will be fine. Hopefully it’s part of the trade negotiations with China.

Seems like more of a Nvidia vs China issue vs US vs China issue.

The federal government receiving 15% of Nvidia profits in China has to be on the minds of Chinese leaders.

Probably but also their belief that Nvidia put spyware in the chips sold to them.

It's the Chinese - they may not really believe that but it's a way to keep them out.

 

[fruity pebbles]

Thoughts on the Chinese government banning their tech companies from testing and ordering Nvidia’s chip they designed for that market?

It’s down on the news but in the long run - one way or the other the company will be fine. Hopefully it’s part of the trade negotiations with China.

Seems like more of a Nvidia vs China issue vs US vs China issue.

The federal government receiving 15% of Nvidia profits in China has to be on the minds of Chinese leaders.

Probably but also their belief that Nvidia put spyware in the chips sold to them.

It's the Chinese - they may not really believe that but it's a way to keep them out.

True but even if not true I can see their point of view. With Nvidia they are always going to get the B chips and for those second rate chips they get to pay 15% more.

 

[Desert_Power]

Thoughts on the Chinese government banning their tech companies from testing and ordering Nvidia’s chip they designed for that market?

It’s down on the news but in the long run - one way or the other the company will be fine. Hopefully it’s part of the trade negotiations with China.

Seems like more of a Nvidia vs China issue vs US vs China issue.

The federal government receiving 15% of Nvidia profits in China has to be on the minds of Chinese leaders.

Is there reason to believe that is an actual thing?

 

[urbanhack]

Thoughts on the Chinese government banning their tech companies from testing and ordering Nvidia’s chip they designed for that market?

It’s down on the news but in the long run - one way or the other the company will be fine. Hopefully it’s part of the trade negotiations with China.

Seems like more of a Nvidia vs China issue vs US vs China issue.

The federal government receiving 15% of Nvidia profits in China has to be on the minds of Chinese leaders.

Is there reason to believe that is an actual thing?

the 15% or the fact that it is on their minds?