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Stock Thread (17 Viewers)

Desert_Power said:
I've been in it (basis at 24), but basically agree with the bold. At some point people were talking about a gambling kicker to it, but I read a piece after I got invested that killed that idea. 

Mainly, I'm lazy and give these small growth chips a lot of leeway though.

I'll add Beth to my twitters.
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I’m still sitting on some. It’s weird because you’d think blowing away subscriber numbers and revenue would be a good thing but they seemed to get smacked hard on earnings even if they exceed. I don’t have much but I feel like a tech wave is coming soon, a bad one. Might be worth ditching some of the things like this. I don’t do it on a bad day because they usually have a dead cat bounce at least. 

 
RIVN indication is $110 currently.

EXFY with a nice pop on IPO.  I actually got in on a few of those through Robinhood.  I know nothing of their financials but I use the app for my businesses and like it so figured I'd throw a few out there for fun.  IPO price was $27 I believe, opened at $38 currently $44.

 
KGB said:
I have hated INTC for quite awhile, but with the new head honcho and the new Fabs being built, I think its finally an fairly exciting time for them.  at least compared to the last few years
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It's going to be interesting to see what happens to them from a talent retention/expense perspective. I would assume the pool of existing talent is one of the primary reasons TSM decided to locate their new factories in Arizona. 

 
JerseyToughGuys said:
I have URA. goodtimes

Was curious about Sprott's physical uranium fund  SRUUF

Will check out UUUU!
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That Sprott fund would be a great way to play uranium if you had interest.  They own a bunch of it now physically.  But to own it, you really need to believe the spot price will take off from here.  Rumors coming in that some of the Tribal nations are objecting to uranium mining now, so there's some nervous eye rolls coming from management of the big miners like Cameco.  

 
General Malaise said:
That Sprott fund would be a great way to play uranium if you had interest.  They own a bunch of it now physically.  But to own it, you really need to believe the spot price will take off from here.  Rumors coming in that some of the Tribal nations are objecting to uranium mining now, so there's some nervous eye rolls coming from management of the big miners like Cameco.  
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interesting. so supply could drop while demand starts to rise. Kinda like it as the next level ESG bet (along with carbon credits). The current politics surrounding seem to have the potential to create scarcity and mess with both supply and demand. 

 
Sucks giving back gains but for most of mine it's a weeks worth from months long run.  Not going to waste this opportunity to add a little more PLTR at July prices though. 

 
JerseyToughGuys said:
interesting. so supply could drop while demand starts to rise. Kinda like it as the next level ESG bet (along with carbon credits). The current politics surrounding seem to have the potential to create scarcity and mess with both supply and demand. 
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The problem to date has been excess supply created by the Japanese reactor shutdowns following Fukushima, coupled by Kazakhstan flooding the market with material with no discipline.  And every time it appears as if supply might lag behind demand, wouldn't you know, more material magically appears for sale.  

If I sound skeptical about the uranium markets, that's because I am and I am because I was burned so so badly after 2011.  I'm long UUUU and URG but it wouldn't take much or me to exit out of these if I lost my conviction....again. 

 
Man, not every day I see a -40% on my screen.  IONQ and warrants are getting a nice nut kick.  Still way up on it, but today is a bit of a washout.

Today is a day to :whistle:  and forget this stuff exists.

 
Harry Frogfish said:
Good year, thinking about selling the losers now to offset gains, instead of waiting until next month, with the herd.  It's been a good couple weeks.  Thoughts?
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Dwayne Hoover said:
Today is not a good day 
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Great day for me actually, all things considered. 

I even endured an attack from the South Park gang on here.  I feel like the owner of City (schitty) Wok.  👍

I'll take it, sushi on me tonight boys and girls.

 
BYND getting smoked AH on earnings. The brutal day continues. At least SOFI gained the whole last week back.

Going to go sign up for some churning account bonuses to feel better.

 
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Reactions: KGB
2Squirrels1Nut said:
Might be the catalast I need. :thumbup:

AMC CEO Adam Aron sold $25 million in shares Tuesday, after warning meme investors he would do so
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Gotta give the guy credit. He needs more to vest just to have enough to sell his other planned amount. Dude has done everything to keep the apes so he could make more than his entire vested/unvested stock was worth at the start of this year. Imagine retail investors handed him tens of millions of dollars. Sometimes you get incredibly lucky.

 
stbugs said:
Gotta give the guy credit. He needs more to vest just to have enough to sell his other planned amount. Dude has done everything to keep the apes so he could make more than his entire vested/unvested stock was worth at the start of this year. Imagine retail investors handed him tens of millions of dollars. Sometimes you get incredibly lucky.
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I agree.  Also looking to add more to my short position tomorrow. 12/17 $25 puts incredibly cheap IMO

 
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Reactions: KGB
stbugs said:
Gotta give the guy credit. He needs more to vest just to have enough to sell his other planned amount. Dude has done everything to keep the apes so he could make more than his entire vested/unvested stock was worth at the start of this year. Imagine retail investors handed him tens of millions of dollars. Sometimes you get incredibly lucky.
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“greatest transfer of wealth in history”

 
stbugs said:
I’m still sitting on some. It’s weird because you’d think blowing away subscriber numbers and revenue would be a good thing but they seemed to get smacked hard on earnings even if they exceed. I don’t have much but I feel like a tech wave is coming soon, a bad one. Might be worth ditching some of the things like this. I don’t do it on a bad day because they usually have a dead cat bounce at least. 
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Could be. A good part of today's move was probably influenced by the strong back-up in rates. I'm not convinced they're headed much higher, but it is something to watch.

 
culdeus said:
So this China apartment thing is just NBD?  
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Not something I'm particularly worried about unless foreign holdings of the paper of developers is much higher than has been reported. I do think growth there is challenged more broadly though and my Chinese stonks have not done well this year.

 
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