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Stock Thread (21 Viewers)

Desert_Power said:
General Malaise said:
kevzilla said:
If I read it right, Almonty is requesting permission to dilute shareholders somewhere in the next two years. Is that substantially correct?
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You talking about the shelf filing from last week?
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Seems like it.
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I think the intent is to have something in place for financing IF they want to move forward on an acquisition or need more money for operations. I don't think there is an immediate plan for the company to dilute shareholders; just want the ability to tap into capital if the opportunity presents itself.

All these metal names that enjoyed great runs the last few months are under intense pressure thanks to the news over the weekend. I wouldn't fault anybody for selling and booking gains. I trimmed more UAMY but am not selling ALM. If I added anything on further weakness, it would be Almonty.

I'm also out entirely on gold and silver for now. I bought the top in AEM but did quite well in AGQ. Both are gone now and I'll revisit as the tides seem to be churning and turning.
 
I've been 26% up and am currently 17% down on Almonty. I was late to the party and I will just have take some occasional pain on this volatile little sucker.
 
Atomic Punk said:
General Malaise said:
BROS about the crack $60?

I've added there and might add one more slug before the 11/5 earnings release. I BEEEEEEEEEEEEEEEEEEEEEEEEEEEELIEEEEEVEEEEEEE!!!!!11
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Finally bought into this at $48. Do you guys typically sell before or after the earnings release?
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After (for me). Sometimes I've timed it perfectly. Other times, I rode the chairlift up and rode it back down. :bag:
 
pecorino said:
Buying more GLD and SLV. Rate cuts plus tariffs equal more inflation on top of inflation.
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Have you been in these all year or are they new positions for you?

I've done really well in silver related names this year; gold too to a lesser extent.

But buying at or near all time highs now? GLLLLLLLLLLLL

Silver off 8 dollars since it hit $54. I'm staying out of these waters.
 
General Malaise said:
pecorino said:
Buying more GLD and SLV. Rate cuts plus tariffs equal more inflation on top of inflation.
Click to expand...

Have you been in these all year or are they new positions for you?

I've done really well in silver related names this year; gold too to a lesser extent.

But buying at or near all time highs now? GLLLLLLLLLLLL

Silver off 8 dollars since it hit $54. I'm staying out of these waters.
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Accumulating more. SLV looks to open 15% off its high, GLD down 10% from the top.
 
PayPal Holdings (PYPL Quick QuotePYPL - Free Report) reported third-quarter 2025 non-GAAP earnings per share (EPS) of $1.34, which surpassed the Zacks Consensus Estimate of $1.19 and jumped 11.7% year over year.
Reflecting positive sentiments, shares of PYPL were up more than 11% on the NYSE at the time of posting this article. Results reflected better-than-expected growth in revenues. PayPal witnessed an uptick in both total payment volume (TPV) and revenues year over year, along with another quarter of high single-digit growth in transaction margin dollars. With such results, the company raised its full-year guidance for non-GAAP EPS and transaction margin dollars. However, its total number of payment transactions declined in the reported quarter.

Net revenues of $8.42 billion increased 7.3% year over year on a reported basis and 6% on a forex-neutral basis. The figure topped the Zacks Consensus Estimate of $8.26 billion.
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Paypal is a very undervalued stock IMO. Consistently growing in the 7-8% range and a PE around 15 before today's bump. I had just under a 1% position. Hard to invest much more when the street hates the stock.
 
BassNBrew said:
PayPal Holdings (PYPL Quick QuotePYPL - Free Report) reported third-quarter 2025 non-GAAP earnings per share (EPS) of $1.34, which surpassed the Zacks Consensus Estimate of $1.19 and jumped 11.7% year over year.
Reflecting positive sentiments, shares of PYPL were up more than 11% on the NYSE at the time of posting this article. Results reflected better-than-expected growth in revenues. PayPal witnessed an uptick in both total payment volume (TPV) and revenues year over year, along with another quarter of high single-digit growth in transaction margin dollars. With such results, the company raised its full-year guidance for non-GAAP EPS and transaction margin dollars. However, its total number of payment transactions declined in the reported quarter.

Net revenues of $8.42 billion increased 7.3% year over year on a reported basis and 6% on a forex-neutral basis. The figure topped the Zacks Consensus Estimate of $8.26 billion.
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Paypal is a very undervalued stock IMO. Consistently growing in the 7-8% range and a PE around 15 before today's bump. I had just under a 1% position. Hard to invest much more when the street hates the stock.
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I unfortunately was a bag holder from 2021 with a pretty sizeable chunk. Been holding on for some type of momentum. I see they just signed a deal with Open AI...
 
Sand said:
🐙
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UK Navy apparently testing drones with the expectation that they will be buying. I think it was over the weekend I read that, though it didn't appear they had identified a winner. And there are apparently British companies involved in in this tech, too. Regardless, seems like a positive sign that this tech is becoming table stakes for most countries.
 
The Z Machine said:
I sold off all but the last 20% of NVDA when it hit 195. I'll free roll the rest as I'm well into the green now. I mean, it already mooned, but will it Mars?
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I mean, anyone that bought NVDA is well into the green. Right?! I've had the stock for 5-1/2 years and I'm "well into the green now" myself. It's up over 2,200% since I inherited it. I'll never be the part of anything like that again in my lifetime. I'm kind of mad at myself for selling off 20% on the ride up, but considering what I still have left I can't be that mad.

So, what's the next NVDA??
 
The Z Machine said:
Capella said:
BassNBrew said:
Capella said:
Quite the day for us nvda whores
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Yes sir and another 3.5% this morning.

I need a 1.2% day in my 401k.
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Every time I think it can’t go higher it waits a few months and then jumps up again.
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Yeah, I'm not selling that last 20% until it all crashes. The only question is whether I can stay away...
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It's grown to be my largest position by a sizeable amount and I had pretty big positions in APPL & AMZN previously. Considering trimming half to free up some dry powder and letting the rest run.
 
I got my cost basis out of BX long ago; despite what Fidelity says, that position is 100% freeroll. Watching the ROI slip through my fingers, knowing I'm not going to do anything until I collect that half a share of dividend on the 10th. But by Crom, it will be under the microscope at that point.

Don't be like me, kids.
 
Goldman Sachs analyst Michael Ng raised the firm’s price target on SoFi Technologies (SOFI) to $27 from $24 and keeps a Neutral rating on the shares. SoFi shares rallied after a strong beat-and-raise quarter marked by record originations, robust Loan Platform growth, and accelerating member gains, the analyst tells investors in a research note. Results were driven by faster-than-expected balance sheet expansion, supported by summer capital raises and favorable private-market funding conditions. While credit trends in recent securitizations warrant monitoring, lower funding costs and stable capital markets position the company for potential net interest margin expansion and further estimate increases, Goldman says.
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How do these morons keep their jobs. If your target is 10% lower than the current price you should have a sell rating on the stock.
 
Below is for those of us qualified to work at Goldman Sachs because we stubbornly hold on to UWMC.

By Moira Ritter

October 29, 20257:00 AM ET
Mortgage rates are hovering near their lowest averages in about a year — and homeowners are taking advantage.

Applications for refinances increased 111% in the week ended Oct. 24 compared to the same week a year earlier, according to data released Wednesday by the Mortgage Bankers Association. On a weekly basis, applications were up 9%.

As of Thursday, the 30-year, fixed-rate mortgage was averaging 6.19%, data from mortgage giant Freddie Mac showed. The 15-year, fixed-rate mortgage — a common choice among refinancers — averaged 5.44%.

It was the fourth consecutive week of declines in mortgage rates and it sparked activity among borrowers, especially those with heftier loans. The average loan size for refinancers was elevated at $393,300, according to Joel Kan, the association's deputy chief economist.

"Borrowers with larger loan sizes continue to be sensitive to rate movements," he said in a statement.

Purchase applications for new mortgages were also up, the MBA's data showed. Compared to a year earlier, there was a 20% increase.

Strength in the mortgage market is an encouraging sign​

In recent months, demand for mortgages has strengthened, a positive sign for the housing market at large, according to economists at Wells Fargo.

"The improvement suggests that new and existing home sales, which have both grown modestly recently, should continue to trend in a positive direction," they wrote in commentary published last week.

There are some caveats, however.

For one, the Wells Fargo team points out that the broader economic landscape is currently a mixed bag. That could adversely affect mortgage rates, worsen affordability or damage consumer spending.

There's also the Federal Reserve. Though it's likely the central bank will lower its benchmark interest rate this week, the commentary from leadership that follows that decision is more important for the mortgage market.

"[Mortgage] rates are already low today. The Fed rate cut won't make them go any lower," Matthew Graham, chief operating officer of Mortgage News Daily, explained in a blog post Tuesday afternoon. "Other info from the Fed could make them go either higher or lower, depending on what's said."

The takeaway is there are encouraging signs that the mortgage market, and thus, the housing market, could soon see accelerated activity compared to recent — as in the last two years — norms.

"The mortgage applications for purchase index does not appear to be accelerating sharply and is still low relative to the high levels registered after the pandemic," the Wells Fargo report said. "This suggests a significant near-term break-out in home sales is unlikely as challenging affordability conditions and a less-robust macroeconomic backdrop continue to limit activity."
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BassNBrew said:
Below is for those of us qualified to work at Goldman Sachs because we stubbornly hold on to UWMC.

By Moira Ritter

October 29, 20257:00 AM ET
Mortgage rates are hovering near their lowest averages in about a year — and homeowners are taking advantage.

Applications for refinances increased 111% in the week ended Oct. 24 compared to the same week a year earlier, according to data released Wednesday by the Mortgage Bankers Association. On a weekly basis, applications were up 9%.

As of Thursday, the 30-year, fixed-rate mortgage was averaging 6.19%, data from mortgage giant Freddie Mac showed. The 15-year, fixed-rate mortgage — a common choice among refinancers — averaged 5.44%.

It was the fourth consecutive week of declines in mortgage rates and it sparked activity among borrowers, especially those with heftier loans. The average loan size for refinancers was elevated at $393,300, according to Joel Kan, the association's deputy chief economist.

"Borrowers with larger loan sizes continue to be sensitive to rate movements," he said in a statement.

Purchase applications for new mortgages were also up, the MBA's data showed. Compared to a year earlier, there was a 20% increase.

Strength in the mortgage market is an encouraging sign​

In recent months, demand for mortgages has strengthened, a positive sign for the housing market at large, according to economists at Wells Fargo.

"The improvement suggests that new and existing home sales, which have both grown modestly recently, should continue to trend in a positive direction," they wrote in commentary published last week.

There are some caveats, however.

For one, the Wells Fargo team points out that the broader economic landscape is currently a mixed bag. That could adversely affect mortgage rates, worsen affordability or damage consumer spending.

There's also the Federal Reserve. Though it's likely the central bank will lower its benchmark interest rate this week, the commentary from leadership that follows that decision is more important for the mortgage market.

"[Mortgage] rates are already low today. The Fed rate cut won't make them go any lower," Matthew Graham, chief operating officer of Mortgage News Daily, explained in a blog post Tuesday afternoon. "Other info from the Fed could make them go either higher or lower, depending on what's said."

The takeaway is there are encouraging signs that the mortgage market, and thus, the housing market, could soon see accelerated activity compared to recent — as in the last two years — norms.

"The mortgage applications for purchase index does not appear to be accelerating sharply and is still low relative to the high levels registered after the pandemic," the Wells Fargo report said. "This suggests a significant near-term break-out in home sales is unlikely as challenging affordability conditions and a less-robust macroeconomic backdrop continue to limit activity."
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:towelwave:
 
I have been seeing a lot of online chatter (Twitter and Stocktwits) about ASST. It is a bitcoin treasury company. They recently underwent a merger where Strive (cofounded by Vivek R) merged with Semler in an all stock deal. They hold over 10,000 BTC. The stock has surged of late but is in the midst of a pullback. I’m not smart enough or chart savvy enough to tell if the pullback is temporary or just beginning, but since crypto everything is so hot today, and YOLO and FOMO, I took advantage of today’s 9% pullback and bought 100 calls of ASST 10/16/2026 4.00 C @ average price 0.285 – hoping to retire sometime in 2026 😊
 
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