Stock Thread (16 Viewers)

[McBokonon]

I'm thinking about gambling on some CMG calls. It's already drawn down a bit and this reaction seems a little overdone. Never owned it before. Might sell a put in an IRA and start scaling into a position.

I like all of this. Except maybe for the timing. Meaning, I've been trying to follow a three-day rule where you don't make big moves like this until three days after some kind of shake-up. I may piggyback on this come Friday.

Ended up buying some December 50's for $4.81 that are up a solid 22% already. I'll hang onto these for a bit. No shares bought or puts sold.

I like waiting a few days usually, too, but that's after earnings when they report well and the thesis stays intact, but it's getting hammered anyway. In this case, I figured once people digested this and realized that the COO would be moved into the CEO role, and he's been there for 7 years and was part of the reason they did so well, it'd rebound a bit.

 

[steelerfan1]

SE with a good day. Anyone still holding? I have a cost basis of $130, so still a ways to go.

 

[urbanhack]

SE with a good day. Anyone still holding? I have a cost basis of $130, so still a ways to go.

Yes...and your cost basis is better than mine...LOL

i'm trying to squeeze a bit more out before cutting my loses.

 

[Capella]

Is it time to get out?

And do what. How would you know when to get back in?

Today is one of those days where if you got out you’d be wondering why you did.

 

[Maik Jeaunz]

anybody have a good clean energy recommendation that's viable long term? I need some energy in my portfolio, and I'm staying away from fossils.

 

[guru_007]

anybody have a good clean energy recommendation that's viable long term? I need some energy in my portfolio, and I'm staying away from fossils.

I own one energy stock. NEE. may suit your needs

 

[urbanhack]

I'm in this for the very long term. It has been horrible short term...

PBW – Invesco WilderHill Clean Energy ETF – ETF Stock Quote | Morningstar

PBW – Invesco WilderHill Clean Energy ETF – Check PBW price, review total assets, see historical growth, and review the analyst rating from Morningstar.

www.morningstar.com

 

[Lomez]

Palantir (PLTR) is such a beast.

Are you guys taking profits? Letting it ride?

I would be letting it ride, but I've been churning covered calls regularly and there's a decent chance they all get called away this round ($31). I'm good with it.

 

[steelerfan1]

SE with a good day. Anyone still holding? I have a cost basis of $130, so still a ways to go.

Yes...and your cost basis is better than mine...LOL

i'm trying to squeeze a bit more out before cutting my loses.

I’ve got 5 more years for a window, so SE, DIS and SHOP are my ones I’m down but probably will be stubborn and hold on.

 

[⚡DEADHEAD⚡]

Palantir (PLTR) is such a beast.

Are you guys taking profits? Letting it ride?

I'm letting it ride. Somewhere nearing 1k shares. I want to see what the AI revenue curve looks like for the software side after the hardware side gets played out and the market matures a bit. Personally I think it's going to double.

 

[pecorino]

anybody have a good clean energy recommendation that's viable long term? I need some energy in my portfolio, and I'm staying away from fossils.

ICLN is a clean energy ETF that you might consider.

 

[ConstruxBoy]

Palantir (PLTR) is such a beast.

Are you guys taking profits? Letting it ride?

I would be letting it ride, but I've been churning covered calls regularly and there's a decent chance they all get called away this round ($31). I'm good with it.

I'm holding because I have a low basis in a taxable account. Would rather it do amazing for 8-10 more years and then sell and deal with the gains then.

 

[JB Breakfast Club]

anybody have a good clean energy recommendation that's viable long term? I need some energy in my portfolio, and I'm staying away from fossils.

ICLN is a clean energy ETF that you might consider.

I carried ICLN for a few years and finally gave up on it recently.

 

[KGB]

Intc

Current price $19.92
In the year 1992, probably same price.

I think this is a sign for a trade

 

[KGB]

anybody have a good clean energy recommendation that's viable long term? I need some energy in my portfolio, and I'm staying away from fossils.

CLNE has been on my watch list. cant say i recommend, but worth looking into

 

[McBokonon]

Started a small position in CLBT the other day. Hoping for AXON 2.0 here.

Beat and a raise for this one. Up 9+% premarket.

 

[FreeBaGeL]

Low inflation report plus high consumer spending report, market is soaring.

 

[Lomez]

NVDA Nov $160 Calls $3.50

$160

31% bump from here.

 

[identikit]

Started a small position in CLBT the other day. Hoping for AXON 2.0 here.

Beat and a raise for this one. Up 9+% premarket.

Bought some of this today


Thank-you

 

[McBokonon]

Started a small position in CLBT the other day. Hoping for AXON 2.0 here.

Beat and a raise for this one. Up 9+% premarket.

Bought some of this today


Thank-you

Good luck! Small market cap so expect volatility for a long time. Just need to make sure the business is delivering.

 

[KGB]

Purchased EBS Sept put. 7.50. $.75

 

[urbanhack]

I bought it high back in 2021 or something...trying to get my money back. lol

 

[KGB]

POST 1

Just for fun... $1000 start (or so )

7-19 - Buy CRWD PUT (as the delta airlines and everything was out) $1.50 quantity 7. $1050
8-8 - Sell 2 of those 7. $1050...... now with house money...

8-8 Buy EBS PUT $500
8-8 Buy Another EBS PUT $570

8-9 Sell EBS puts.... $1575 = +$475 on EBS


Starting $1000
CRWD $0 so far....... but have 5 house money
EBS $475
Total + $475

Tomorrow buying NVDA 8-30 CALLS

Yes this is just a fun gambling thing....

CURRENT VALUE OF ACCOUNT $3716

POST 2

Just for fun... $1000 start (or so )

7-19 - Buy CRWD PUT (as the delta airlines and everything was out) $1.50 quantity 7. $1050
8-8 - Sell 2 of those 7. $1050...... now with house money... sold again plus $2000.

8-8 Buy EBS PUT $500
8-8 Buy Another EBS PUT $570
8-9 Sell EBS puts.... $1575 = +$475 on EBS

8/12 purchased NVDA calls for 6 contracts $4.46 8-30... current value $7368 total return $4692. holding
8-16 end of day purchased EBS puts $7.50. 7 contracts $.75 exp 9/20


Yes this is just a fun gambling thing....

CURRENT VALUE OF ACCOUNT $8584

 

[KGB]

POST 1

Just for fun... $1000 start (or so )

7-19 - Buy CRWD PUT (as the delta airlines and everything was out) $1.50 quantity 7. $1050
8-8 - Sell 2 of those 7. $1050...... now with house money...

8-8 Buy EBS PUT $500
8-8 Buy Another EBS PUT $570

8-9 Sell EBS puts.... $1575 = +$475 on EBS


Starting $1000
CRWD $0 so far....... but have 5 house money
EBS $475
Total + $475

Tomorrow buying NVDA 8-30 CALLS

Yes this is just a fun gambling thing....

CURRENT VALUE OF ACCOUNT $3716

POST 2

Just for fun... $1000 start (or so )

7-19 - Buy CRWD PUT (as the delta airlines and everything was out) $1.50 quantity 7. $1050
8-8 - Sell 2 of those 7. $1050...... now with house money... sold again plus $2000.

8-8 Buy EBS PUT $500
8-8 Buy Another EBS PUT $570
8-9 Sell EBS puts.... $1575 = +$475 on EBS

8/12 purchased NVDA calls for 6 contracts $4.46 8-30... current value $7368 total return $4692. holding
8-16 end of day purchased EBS puts $7.50. 7 contracts $.75 exp 9/20


Yes this is just a fun gambling thing....

CURRENT VALUE OF ACCOUNT $8584

nvda earning is 8-28

8/12 purchased NVDA calls for 6 contracts $4.46 8-30... current value $7368 total return $4692. holding expire 8-30

im up 175%. debating selling some before earnings.... but this is a gambling account. hmmmmmmmmmmm

 

[KGB]

I'm thinking about gambling on some CMG calls. It's already drawn down a bit and this reaction seems a little overdone. Never owned it before. Might sell a put in an IRA and start scaling into a position.

It didn't really drop that much

 

[McBokonon]

I'm thinking about gambling on some CMG calls. It's already drawn down a bit and this reaction seems a little overdone. Never owned it before. Might sell a put in an IRA and start scaling into a position.

It didn't really drop that much

It was down 9% or so when I bought calls. Sold them for 60% gain or something.

 

[KGB]

I'm thinking about gambling on some CMG calls. It's already drawn down a bit and this reaction seems a little overdone. Never owned it before. Might sell a put in an IRA and start scaling into a position.

It didn't really drop that much

It was down 9% or so when I bought calls. Sold them for 60% gain or something.

Nice!!!

 

[NajehHejan]

UWMC killing it. Closed above 9. It’s my favorite kind of stonk - goes up, pulls back a bit, pushes higher, pulls back again, rinse and repeat. Next stops 10, 15, 20. Just hoping we don’t see a massive sell the news selloff when Fed does its first rate cut next month.

 

[Sand]

UWMC killing it. Closed above 9. It’s my favorite kind of stonk - goes up, pulls back a bit, pushes higher, pulls back again, rinse and repeat. Next stops 10, 15, 20. Just hoping we don’t see a massive sell the news selloff when Fed does its first rate cut next month.

We may see a pullback, but this looks to be something just to hold. At some point the mortgage market will break out for real and this will be rewarded. I'm just holding and collecting divvies.

Also, bought a bit more JAAA today. Tempted by JBBB, but with the US LEIs crashing I'm sticking with high quality bonds.

 

[KGB]

Sold half my options nvda 128.94. up 250%

 

[FreeBaGeL]

UWMC killing it. Closed above 9. It’s my favorite kind of stonk - goes up, pulls back a bit, pushes higher, pulls back again, rinse and repeat. Next stops 10, 15, 20. Just hoping we don’t see a massive sell the news selloff when Fed does its first rate cut next month.

We may see a pullback, but this looks to be something just to hold. At some point the mortgage market will break out for real and this will be rewarded. I'm just holding and collecting divvies.

Also, bought a bit more JAAA today. Tempted by JBBB, but with the US LEIs crashing I'm sticking with high quality bonds.

I have been buying pretty regularly (it's actually one of only 3 stocks that I have a weekly automatic buy set up on) but I wish I had bought a lot more. It's my heaviest "dividend" stock by far but I did put it in my dividend bucket which is a much smaller chunk of my portfolio compared to growth since I'm still a long ways from retirement. Maybe I should re-classify it as growth.

 

[fruity pebbles]

Sold half my options nvda 128.94. up 250%

I sold some too today. Bought in the mid 90s so was a nice profit.

 

[KGB]

Sold half my options nvda 128.94. up 250%

I sold some too today. Bought in the mid 90s so was a nice profit.

Boom baby!

I think I bought around 105 because my option was for $116.

Any opinion on earnings in 2 weeks? I think they kill, but I couldn't bet my whole stack on it. But so far I'm in for half. I think. About$4600 from my $1000 start gambling account.

I can't think of a much better bet

 

[FreeBaGeL]

Sold half my options nvda 128.94. up 250%

I sold some too today. Bought in the mid 90s so was a nice profit.

Boom baby!

I think I bought around 105 because my option was for $116.

Any opinion on earnings in 2 weeks? I think they kill, but I couldn't bet my whole stack on it. But so far I'm in for half. I think. About$4600 from my $1000 start gambling account.

I can't think of a much better bet

It went down because of a bunch of stuff that won't effect this upcoming earnings, so I really feel like everyone is going to remember they're just printing money when they drop the earnings report. I'm so confident that they'll blow out earnings that they probably won't.

 

[fruity pebbles]

Sold half my options nvda 128.94. up 250%

I sold some too today. Bought in the mid 90s so was a nice profit.

Boom baby!

I think I bought around 105 because my option was for $116.

Any opinion on earnings in 2 weeks? I think they kill, but I couldn't bet my whole stack on it. But so far I'm in for half. I think. About$4600 from my $1000 start gambling account.

I can't think of a much better bet

Going to be all about the guidance.

 

[KGB]

Sold half my options nvda 128.94. up 250%

I sold some too today. Bought in the mid 90s so was a nice profit.

Boom baby!

I think I bought around 105 because my option was for $116.

Any opinion on earnings in 2 weeks? I think they kill, but I couldn't bet my whole stack on it. But so far I'm in for half. I think. About$4600 from my $1000 start gambling account.

I can't think of a much better bet

Going to be all about the guidance.

Gotta say. Willing to bet more on that than black jack

 

[The General]

PANW - Palo Alto Networks been nice since the drop in Feb.

 

[Todem]

PANW - Palo Alto Networks been nice since the drop in Feb.

We were all over this one.

 

[ConstruxBoy]

PANW - Palo Alto Networks been nice since the drop in Feb.

We were all over this one.

Got it in my IRA, Roth and Taxable accounts. Love it.

 

[KGB]

Sold half my options nvda 128.94. up 250%

Purchased some nvdL today during the dip.

$85 call 9/13 for $4.00

 

[KGB]

POST 1

Just for fun... $1000 start (or so )

7-19 - Buy CRWD PUT (as the delta airlines and everything was out) $1.50 quantity 7. $1050
8-8 - Sell 2 of those 7. $1050...... now with house money...

8-8 Buy EBS PUT $500
8-8 Buy Another EBS PUT $570

8-9 Sell EBS puts.... $1575 = +$475 on EBS


Starting $1000
CRWD $0 so far....... but have 5 house money
EBS $475
Total + $475

Tomorrow buying NVDA 8-30 CALLS

Yes this is just a fun gambling thing....

CURRENT VALUE OF ACCOUNT $3716

POST 2

Just for fun... $1000 start (or so )

7-19 - Buy CRWD PUT (as the delta airlines and everything was out) $1.50 quantity 7. $1050
8-8 - Sell 2 of those 7. $1050...... now with house money... sold again plus $2000.

8-8 Buy EBS PUT $500
8-8 Buy Another EBS PUT $570
8-9 Sell EBS puts.... $1575 = +$475 on EBS

8/12 purchased NVDA calls for 6 contracts $4.46 8-30... current value $7368 total return $4692. holding
8-16 end of day purchased EBS puts $7.50. 7 contracts $.75 exp 9/20


Yes this is just a fun gambling thing....

CURRENT VALUE OF ACCOUNT $8584

POST 3

Just for fun... $1000 start (or so )

7-19 - Buy CRWD PUT (as the delta airlines and everything was out) $1.50 quantity 7. $1050
8-8 - Sell 2 of those 7. $1050...... now with house money... sold again plus $2000.

8-8 Buy EBS PUT $500
8-8 Buy Another EBS PUT $570
8-9 Sell EBS puts.... $1575 = +$475 on EBS

8/12 purchased NVDA calls for 6 contracts $4.46 8-30... current value $7368 total return $4692. ((((SOLD HALF HOLDING HALF)))
8-16 end of day purchased EBS puts $7.50. 7 contracts $.75 exp 9/20 Sold Down like $100

8-20 Purchased NVDL $85 calls 9-13. $4.00 cost
8-20 Purchased LESL $3 puts 9-20. $.259


Yes this is just a fun gambling thing....

CURRENT VALUE OF ACCOUNT $10400

 

[JB Breakfast Club]

TGT pumping on earnings beat and somewhat rosey guidance. Hooray!

 

[KGB]

Purchased 9/20 $100 SNOW put. $.64

 

[Capella]

NVDA reports a week from today. Any thoughts? I feel like after this run up all year it’s going to need to be a blowout to sustain the fervor.

 

[KGB]

Purchased 9/20 $100 SNOW put. $.64

Sold up 35%

 

[KGB]

NVDA reports a week from today. Any thoughts? I feel like after this run up all year it’s going to need to be a blowout to sustain the fervor.

Granted this; s my gambling account...

Going into earnings I plan on having about 20%of my account in calls and almost the rest in shares.

I thinks shares are a no brainer. Even; f it goes down on the earnings just hold. That sucker will go back up. But if it hits, than boom

Im betting on it going up after hours on earnings.

But it's a bet. I think better odds than blackjack lol

 

[KGB]

NVDA current price $124.

Sold my other bets. Purchased a bunch of calls and shares.

 

[pecorino]

NVDA reports a week from today. Any thoughts? I feel like after this run up all year it’s going to need to be a blowout to sustain the fervor.

Calls are very high priced. I sold a $145 call (August 30) this morning. I’m playing it conservatively.

 

[Capella]

NVDA reports a week from today. Any thoughts? I feel like after this run up all year it’s going to need to be a blowout to sustain the fervor.

Granted this; s my gambling account...

Going into earnings I plan on having about 20%of my account in calls and almost the rest in shares.

I thinks shares are a no brainer. Even; f it goes down on the earnings just hold. That sucker will go back up. But if it hits, than boom

Im betting on it going up after hours on earnings.

But it's a bet. I think better odds than blackjack lol

Most of mine are long-term but I bought some in the last month that are up 3k that I’m considering cashing out on. I want to buy some more legos lol.

 

[Dr_Zaius]

NVDA reports a week from today. Any thoughts? I feel like after this run up all year it’s going to need to be a blowout to sustain the fervor.

Calls are very high priced. I sold a $145 call (August 30) this morning. I’m playing it conservatively.

I was considering selling a covered call as well given how pricey they are.