Stock Thread (22 Viewers)

[General Malaise]

Update: it's actually a tense three-way battle between AMZN, UAMY, and cash.

Boo hiss.

You're not wrong. What hasn't DoD moved on yet? Tungsten? Bismuth?

Bismuth, you say? What you been reading, Kev? Had a Zoom with a bismuth expert today.

 

[General Malaise]

World is awash with lithium. I wouldn't get a boner over it nor any lithium producers. The recycling of lithium is a key component of supply.

 

[Bob Sacamano]

Lol. PLG even up 22% the last 5 days. Rising tide yada yada

 

[NajehHejan]

Bought 30 calls @ .14 of PLUG 1/15/27 5 C

Should be easy money, stock is about to bust back through $1. Way oversold. Even though green stocks are out of favor, they will bounce back.

I like that they are cheap and very long dated. Not a fan, however, that if the stock quadruples in 18 months this will still be worthless. Hope you hit a home run. A ten-bagger on PLUG would make this $400 investment worth $15000.

Pretty good call so far. Nearly doubled in a week.

I jumped on this trade in July. Just hit a double which means you're probably sitting on a six-bagger at least. I don't get doubles that often with options but when I do, I almost always sell half to completely de-risk. I'm gonna let this one ride a bit, seeing as the options are dated for January 2027 plus I am getting greedy. At most, I may take 10% off the top to begin a small unwind. Great call on this trade.

Glad you hopped on and made some dough. I’m at about a 5.5x bagger right now. I keep thinking of selling but keep holding. Since my cost basis is so low at about $450, I’m kinda thinking of just going for the big win, and letting it all ride. If it crashes down then I lost less than $500. But since expiration is still 16 months away, I think I’ll go big and stay the course. I really do think hydrogen will be the favored alternative energy play the next 3+ years while solar and wind go into the crapper.

 

[kevzilla]

Bismuth, you say? What you been reading, Kev? Had a Zoom with a bismuth expert today.

Everything, GB. I read everything. Don't even remember where I read the bismuth article, but let me know if FTMDF is what you had in mind.

 

[The Z Machine]

Bismuth, you say? What you been reading, Kev? Had a Zoom with a bismuth expert today.

Everything, GB. I read everything. Don't even remember where I read the bismuth article, but let me know if FTMDF is what you had in mind.

KMFDM you say?

 

[identikit]

Nice little day for HGRAF +15%.

Getting clocked in my major holdings but the resource space has been keeping me afloat.

Having trouble finding a good time to get back in

 

[kevzilla]

Bismuth, you say? What you been reading, Kev? Had a Zoom with a bismuth expert today.

Everything, GB. I read everything. Don't even remember where I read the bismuth article, but let me know if FTMDF is what you had in mind.

KMFDM you say?

I can't pull that ticker up. Toronto exchange?

 

[Timmay]

Any thoughts on IREN? A bitcoin and AI Cloud play. Makes me a little nervous it is overvalued at the moment, up over 400% in the last year, but has a lot of things going for them in this industry.

 

[General Malaise]

Silver

Nice little day for HGRAF +15%.

Getting clocked in my major holdings but the resource space has been keeping me afloat.

Having trouble finding a good time to get back in

Kind of hoping it doesn't round-trip back to rebuy territory for Naja.....could use a big close to 2025.

 

[Nathan R. Jessep]

Picked up some COCO this AM. Coconut water company. 150% Rev growth over 4 years and they are acquiring smaller companies. Drink companies can expand globally easier than other foods like chocolate, etc.

 

[urbanhack]

Bismuth, you say? What you been reading, Kev? Had a Zoom with a bismuth expert today.

Everything, GB. I read everything. Don't even remember where I read the bismuth article, but let me know if FTMDF is what you had in mind.

KMFDM you say?

What Do You Know, Deutschland?

 

[urbanhack]

Bismuth, you say? What you been reading, Kev? Had a Zoom with a bismuth expert today.

Everything, GB. I read everything. Don't even remember where I read the bismuth article, but let me know if FTMDF is what you had in mind.

KMFDM you say?

I can't pull that ticker up. Toronto exchange?

German

 

[Senor Schmutzig]

i keep buying more bros

Same here. I'm a believer......for now....

 

[kevzilla]

Sold the more expensive half of my UAMY at $6.82 for a double. I still have the other thousand shares at $2.36. I got my cost basis out plus $1K, so although Fidelity says I have a cost basis, I see it as $bupkis.

 

[General Malaise]

Bismuth, you say? What you been reading, Kev? Had a Zoom with a bismuth expert today.

Everything, GB. I read everything. Don't even remember where I read the bismuth article, but let me know if FTMDF is what you had in mind.

No, I'm thinking of 5N Plus. Big supplier of Bismuth. https://www.5nplus.com/en/products/high-purity-metals/

 

[Sand]

So I'm at a meeting where I get a good overview of government priorities, budgets, and plans. Three big things stick out to me. Critical minerals, hypersonics, and unmanned systems (and particularly underwater).

Bought more AREC and The Kraken today. Sold JNJ to fund it. I can expound more later.

 

[General Malaise]

So I'm at a meeting where I get a good overview of government priorities, budgets, and plans. Three big things stick out to me. Critical minerals, hypersonics, and unmanned systems (and particularly underwater).

Bought more AREC and The Kraken today. Sold JNJ to fund it. I can expound more later.

Great info! Totally agree on unmanned warfare names.

 

[Sand]

So I'm at a meeting where I get a good overview of government priorities, budgets, and plans. Three big things stick out to me. Critical minerals, hypersonics, and unmanned systems (and particularly underwater).

Bought more AREC and The Kraken today. Sold JNJ to fund it. I can expound more later.

Great info! Totally agree on unmanned warfare names.

No names, just directions/plans as published in memos, budgets, etc.. Evidently whitelisted names are in a list with the Defense Innovation Unit. No idea how to get the list, though.

Just gotta do the digging. Government cheese isn't the only way to get a runner of a stock, but it sure helps.

 

[General Malaise]

So I'm at a meeting where I get a good overview of government priorities, budgets, and plans. Three big things stick out to me. Critical minerals, hypersonics, and unmanned systems (and particularly underwater).

Bought more AREC and The Kraken today. Sold JNJ to fund it. I can expound more later.

Great info! Totally agree on unmanned warfare names.

No names, just directions/plans as published in memos, budgets, etc.. Evidently whitelisted names are in a list with the Defense Innovation Unit. No idea how to get the list, though.

Just gotta do the digging. Government cheese isn't the only way to get a runner of a stock, but it sure helps.

It's not a very sizeable list of stocks in these spaces - we've been clued in to what sorts of publicly traded companies have been recipients of Gov cheese thus far. MP, UAMY to name just two recent examples.

Boy, I might revisit that helium company that hired an AZ politician several years ago forcing me out of the name. Helium is critical to both defense and hyperspace (and medical and quantum computing and AI). Not a lot of domestic producers and unlike antimony or rare earths, helium has a very short shelf life once liquidated for transport.

 

[identikit]

Desert Mountain Energy.....Dr. Kelli Ward. Hmmmmmm

DMEHF

It's uber cheap

https://finance.yahoo.com/quote/DMEHF/

Pretty sure I followed our plucky tin miner friend into this one, back aways

 

[kevzilla]

Everything speculative is taking a beating today. Blew out the rest of the UAMY when it went straight down again at the open. I made over 150%, no ragrets.

 

[Sand]

Good is bad these days. Jobless claims down, so yields are up anticipating less cuts this year. And thus markets are getting drubbed.

 

[eoMMan]

i keep buying more bros

I should get some BROS this week. Might trade out of CoreWeave for a small profit tomorrow.

Finally got out of CoreWeave this morning at $136.04 for a 8% profit.

I really want to get into BROS but I see it's down about 22% over the past 3 months but analysts show it as a "strong buy".

Can you BROS bros educate me on why you're so optimistic on the stock going forward?

 

[Dr. Octopus]

i keep buying more bros

I should get some BROS this week. Might trade out of CoreWeave for a small profit tomorrow.

Finally got out of CoreWeave this morning at $136.04 for a 8% profit.

I really want to get into BROS but I see it's down about 22% over the past 3 months but analysts show it as a "strong buy".

Can you BROS bros educate me on why you're so optimistic on the stock going forward?

The pattern with BROs is a significant rise after earnings into the $80s and then slowly falls back down to $50/60s. Rinse and repeat.

 

[pecorino]

Buying more KVUE at $16.55. A stock like this should not move so much each day. Happy to buy dips and sell pops on something that is typically very stable. If I had bigger cajones, I'd be trading options on it.

 

[kevzilla]

The Little Orphan IRA, which I committed to big swings, is about to be 58% cash. I am not as 'sky-is-falling' as that sounds, but I am up 44% YTD. I'm happy to leave the bat on my shoulder until at least next week, when we get some clarity on government continuity.

 

[General Malaise]

Desert Mountain Energy.....Dr. Kelli Ward. Hmmmmmm

DMEHF

It's uber cheap

https://finance.yahoo.com/quote/DMEHF/

Pretty sure I followed our plucky tin miner friend into this one, back aways

I haven't bought any of this....yet. But I'm giving it another look. Finding allies of an administration that's throwing gobs of money around to secure US interests in critical elements has me on the hunt for boards with ear-benders. Ear-bending broads on boards.

 

[Bob Sacamano]

i keep buying more bros

I should get some BROS this week. Might trade out of CoreWeave for a small profit tomorrow.

Finally got out of CoreWeave this morning at $136.04 for a 8% profit.

I really want to get into BROS but I see it's down about 22% over the past 3 months but analysts show it as a "strong buy".

Can you BROS bros educate me on why you're so optimistic on the stock going forward?

The pattern with BROs is a significant rise after earnings into the $80s and then slowly falls back down to $50/60s. Rinse and repeat.

Sold some March $50 puts. Worst case I end up owning it in the low $40s.

 

[General Malaise]

i keep buying more bros

I should get some BROS this week. Might trade out of CoreWeave for a small profit tomorrow.

Finally got out of CoreWeave this morning at $136.04 for a 8% profit.

I really want to get into BROS but I see it's down about 22% over the past 3 months but analysts show it as a "strong buy".

Can you BROS bros educate me on why you're so optimistic on the stock going forward?

The pattern with BROs is a significant rise after earnings into the $80s and then slowly falls back down to $50/60s. Rinse and repeat.

I agree with this. The pattern seems pretty clear. Buy before the earnings release, especially if the stocks is in the low to mid 50s. Let it run, then sell it off as you see fit.
Q3 Earnings: Nov. 11. Consensus number is 0.17 cents. In Q2 they reported 0.26 cents (beating the 0.18 estimate). Assuming a robust summer selling sugary rock star energy drinks with a growing footprint, another beat should be forthcoming.

I wonder if they do anything with pumpkins? I read somewhere the Starbucks just slays it with their Pumpkin Spice Lattes and all the derivatives spun off the orange gourd.

Anyhow, I am watching it closely and will pile back in late Oct or if the stock starts moving towards $60 again. At $54 I think it settles in for a few weeks....just a guess. Not a fiduciary nor am I very smart.

 

[Pigskin Fanatic]

First BROS opening in Los Angeles soon, it's under construction on the USC campus. Yes, there are locations already in SoCal. This will be the first in LA proper.
Starbucks just announced layoffs and store closures.
Q3 guidance for both before the holidays will be interesting.

 

[urbanhack]

Dipping my toes into Figma (FIG)

IPO was last month - it's been hovering close to the big drop (mid $50s) since the ridiculous high ($140s). I've talked to several product designers recently and all of the said this is the tool they request budget for as a first request. I've seen their AI features work like magic building prototypes and then instantly go into coding with engineers.

 

[urbanhack]

First BROS opening in Los Angeles soon, it's under construction on the USC campus. Yes, there are locations already in SoCal. This will be the first in LA proper.
Starbucks just announced layoffs and store closures.
Q3 guidance for both before the holidays will be interesting.

And they are launching their pre-order system as well.

 

[Pigskin Fanatic]

Dipping my toes into Figma (FIG)

IPO was last month - it's been hovering close to the big drop (mid $50s) since the ridiculous high ($140s). I've talked to several product designers recently and all of the said this is the tool they request budget for as a first request. I've seen their AI features work like magic building prototypes and then instantly go into coding with engineers.

Pretty much every developer teams proposing anything new in my world are using Figma mockups since early this year. Use cases seem to indicate this has staying power. I ignored it at IPO because of the pricing like you, thanks for putting this back on my radar.

 

[General Malaise]

First BROS opening in Los Angeles soon, it's under construction on the USC campus. Yes, there are locations already in SoCal. This will be the first in LA proper.
Starbucks just announced layoffs and store closures.
Q3 guidance for both before the holidays will be interesting.

I heard that BROS had some resistance opening up in LA due to traffic concerns. Any insight there? The USC location should do quite well. When I go to the Ducks' games, the BROS truck that's parked there with big speakers bumping Urbanhacks' music is the most happening place on the concourse. Massive lines of folks eager to get their Puddles Green Face Rock Blasters for $8.99 a throw.

 

[cubd8]

Is MSTY going to $0?

 

[Desert_Power]

Finally got out of CoreWeave this morning at $136.04 for a 8% profit.

Probably smart.

 

[Pigskin Fanatic]

First BROS opening in Los Angeles soon, it's under construction on the USC campus. Yes, there are locations already in SoCal. This will be the first in LA proper.
Starbucks just announced layoffs and store closures.
Q3 guidance for both before the holidays will be interesting.

I heard that BROS had some resistance opening up in LA due to traffic concerns. Any insight there? The USC location should do quite well. When I go to the Ducks' games, the BROS truck that's parked there with big speakers bumping Urbanhacks' music is the most happening place on the concourse. Massive lines of folks eager to get their Puddles Green Face Rock Blasters for $8.99 a throw.

I think there is not much to that because shops like Chick Fil-A and Raising Canes wreak havok for traffic (both are right next to my office and I don't drive by there during lunch or dinner time) and there are multiples of both. I'd think it's more the foothold of Starbucks in key locations keeping them out. That is a pure guess, but there's literally a Starbucks on every other corner in most major subs.

Speaking of which, I see that there is a Chick fil-a right next to where Bros is going up. They picked a good spot I think, it's between the campus and the Coliseum where there are the newish soccer stadium, museum where the Space Shuttle is resting, Expo Center, so lots of students, conferences, and big events in that area all the time. and Metro station adjacent.

 

[eoMMan]

i keep buying more bros

I should get some BROS this week. Might trade out of CoreWeave for a small profit tomorrow.

Finally got out of CoreWeave this morning at $136.04 for a 8% profit.

I really want to get into BROS but I see it's down about 22% over the past 3 months but analysts show it as a "strong buy".

Can you BROS bros educate me on why you're so optimistic on the stock going forward?

The pattern with BROs is a significant rise after earnings into the $80s and then slowly falls back down to $50/60s. Rinse and repeat.

I agree with this. The pattern seems pretty clear. Buy before the earnings release, especially if the stocks is in the low to mid 50s. Let it run, then sell it off as you see fit.
Q3 Earnings: Nov. 11. Consensus number is 0.17 cents. In Q2 they reported 0.26 cents (beating the 0.18 estimate). Assuming a robust summer selling sugary rock star energy drinks with a growing footprint, another beat should be forthcoming.

I wonder if they do anything with pumpkins? I read somewhere the Starbucks just slays it with their Pumpkin Spice Lattes and all the derivatives spun off the orange gourd.

Anyhow, I am watching it closely and will pile back in late Oct or if the stock starts moving towards $60 again. At $54 I think it settles in for a few weeks....just a guess. Not a fiduciary nor am I very smart.

Good enough for me.

I'm in on BROS at $53.32.

 

[kevzilla]

We need to alert each other if we buy DMEHF. We might move the price too much

 

[General Malaise]

We need to alert each other if we buy DMEHF. We might move the price too much

I bought a very very very very small amount today.


Hold me.

 

[urbanhack]

We need to alert each other if we buy DMEHF. We might move the price too much

I bought a very very very very small amount today.


Hold me.

Done - meet me at Breakside at 2pm

 

[bp1]

We need to alert each other if we buy DMEHF. We might move the price too much

The "Chet Effect"?

 

[Nathan R. Jessep]

Watchlist pings today for some dips... not buys yet, going to check tomorrow/Monday to see if they start to rebound.

• Nike
• DXYZ (has exposure to SpaceX, maybe the only way you can get it right now, from what I've read)
• MQ (cloud based card issuing platform... serves Instacart & DoorDash, and Goldman, JPM, and Coinbase - ATH is about a 10x from here )
• CRT (Royalty Trust company - ATH is a 9-10x from here, and if natural gas industry booms (I think it will thanks to AI datacenters), this is cheap right now)
• ROL (looking to add to my position...have talked about before, owners of Orkin exterminating)
• Dollar Tree DLTR (haven't bit on this one yet, but it may be getting close now)
• EQT - Natural gas play, long term port. Have some, but it's right around my entry price, so looking to add, looking like it may want to break out

 

[General Malaise]

Bismuth, you say? What you been reading, Kev? Had a Zoom with a bismuth expert today.

Everything, GB. I read everything. Don't even remember where I read the bismuth article, but let me know if FTMDF is what you had in mind.

No, I'm thinking of 5N Plus. Big supplier of Bismuth. https://www.5nplus.com/en/products/high-purity-metals/

Big pop today in this one.

 

[dancingbones]

Buying more KVUE at $16.55. A stock like this should not move so much each day. Happy to buy dips and sell pops on something that is typically very stable. If I had bigger cajones, I'd be trading options on it.

Joined you for a starter on this one @ 16.27 - will look to get some more if it hangs around down here

 

[identikit]

Got back on the HGRAF train @ $1.70

 

[Bob Sacamano]

Snowflake

 

[FDASv2.0]

i came looking for drama. i see none. much disappoint.

 

[Desert_Power]

Snowflake

I've thought about getting in a couple of times to this one but never did.