Stock Thread (33 Viewers)

[D-Day]

$GOOGL down over 5% because the DOJ wants them to sell Chrome. Trial set for 2025. I'd like to just assume this goes away with the change in administration but agreement with Lina Khan and hatred of Google is something the populists in the new administration have in common with the current. In any event it's stupid and I'll probably add.

I remember back in late 90's where Microsoft was declared a monopoly and ordered to split into three different companies. One for operating systems, one for internet explorer, and one for MS Office. Stock price plummeted. Again, they lost the case, but nothing ever happened. Most likely same outcome for Google after someone gets paid off.

 

[Worm]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

Data centers are the new power plants. And they sell the picks and shovels for them to be built out.

Which brings me to my next point on AI....we are going to enter a new modern day golden age for Utilities. You gotta power and cool all these data centers.

It's pronounced Nooo-cular.

Apologies if I missed it in this thread, but has there been much discussion about the modular nooooooocular sector?

Interested in SMR discussion particularly.

 

[Desert_Power]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

Data centers are the new power plants. And they sell the picks and shovels for them to be built out.

Which brings me to my next point on AI....we are going to enter a new modern day golden age for Utilities. You gotta power and cool all these data centers.

It's pronounced Nooo-cular.

Apologies if I missed it in this thread, but has there been much discussion about the modular nooooooocular sector?

Interested in SMR discussion particularly.

Does BW still work on those? I know they did back when my wife worked there years ago, but they may have spun it off.

 

[dino259]

The only thing below it in my account is HGEN, my first ever zero. Although other FFA stalwarts BLDP, TRUFF, and RVVTF are all still in the race for my second zero!

BLDP might be one of my tax loss sales this year. Debating that one still.

You can easily buy it back very close to whatever you sell it at.....they are unfortunately is huge trouble as that entire industry has been dealt a near fatal blow of not being adopted like we all thought it could/should be.

It still blows my mind we have not adopted and embraced hydrogen cell power more. But that can change......but it might be too late for a company like BLDP.

Is it best to sell these when there's still a market? Can you take a loss on something that goes to zero if if you still own the shares?

Yeah do it now....vs having to sell a worthless stock. It's just easier to do while there is a market.

But that is entirely up to you.

What about EBS?

 

[steelerfan1]

The only thing below it in my account is HGEN, my first ever zero. Although other FFA stalwarts BLDP, TRUFF, and RVVTF are all still in the race for my second zero!

BLDP might be one of my tax loss sales this year. Debating that one still.

You can easily buy it back very close to whatever you sell it at.....they are unfortunately is huge trouble as that entire industry has been dealt a near fatal blow of not being adopted like we all thought it could/should be.

It still blows my mind we have not adopted and embraced hydrogen cell power more. But that can change......but it might be too late for a company like BLDP.

Is it best to sell these when there's still a market? Can you take a loss on something that goes to zero if if you still own the shares?

Yeah do it now....vs having to sell a worthless stock. It's just easier to do while there is a market.

But that is entirely up to you.

What about EBS?

Not speaking for Todem, but I cut my loses this year with it. It was a pretty good beat down for me.

 

[BassNBrew]

Playgon up 7% today. Glad I held

 

[BassNBrew]

Z up 5% today. It's been a couple of years but glad to be out from underenath that falling knife lesson.

 

[BassNBrew]

@Todem Time for the LYB and DOW plays agains?

 

[Desert_Power]

Playgon up 7% today. Glad I held

:mansion:

 

[pecorino]

@Todem Time for the LYB and DOW plays agains?

Good call. I have not looked at LYB for a while. $83 per share is a bargain. Nice dividend, PE, EPS. Thanks.

 

[SFBayDuck]

I'm kind of curious about $SNOW earnings - been a weird one and I always have my eye on it, but I'm not sure why.

I own this one, down 25% right now. Good initial reaction in the AH.

Up 35%, I'm back to even!

 

[Desert_Power]

I'm kind of curious about $SNOW earnings - been a weird one and I always have my eye on it, but I'm not sure why.

I own this one, down 25% right now. Good initial reaction in the AH.

Up 35%, I'm back to even!

Have been really interested in this company but never the stock for some reason. Should have grabbed some now that we're back in stonk-mania.

 

[stbugs]

$GOOGL down over 5% because the DOJ wants them to sell Chrome. Trial set for 2025. I'd like to just assume this goes away with the change in administration but agreement with Lina Khan and hatred of Google is something the populists in the new administration have in common with the current. In any event it's stupid and I'll probably add.

Annoying to me because it’s dragging down Amazon which is keeping me from having a really nice day.

 

[Sand]

Playgon up 7% today. Glad I held

:mansion:

That was the glory day on this forum.

 

[Sand]

MSTR

DE

 

[FreeBaGeL]

Wow MSTR with a 20% dump on a day where bitcoin is up 5%. I wonder if the values of the company relative to their bitcoin holdings will start converging from here.

 

[FreeBaGeL]

Also how nice it must be to be a company like Citron, where you can take a short position and then the fact that you took a short position crashes the stock. A self fulfilling prophecy.

 

[SFBayDuck]

MSTR

I think I referenced a 25% daily drop at some point...we're getting close today!

As I said before it's a home run swing for me with not too much of an initial investment. If the whole thing blows up (the wrong way), oh well I can't take next year off.

 

[Todem]

@Todem Time for the LYB and DOW plays agains?

18-24 month time horizon…..at a minimum. But yes they are really cheap.

 

[identikit]

MSTR

I think I referenced a 25% daily drop at some point...we're getting close today!

As I said before it's a home run swing for me with not too much of an initial investment. If the whole thing blows up (the wrong way), oh well I can't take next year off.

It is a volatile beast...

Down 16% today, up 5% after hours

 

[SFBayDuck]

MSTR

I think I referenced a 25% daily drop at some point...we're getting close today!

As I said before it's a home run swing for me with not too much of an initial investment. If the whole thing blows up (the wrong way), oh well I can't take next year off.

It is a volatile beast...

Down 16% today, up 5% after hours

Down 16% doesn't tell the story considering it opened up bigly. Day Range: $371.84 - $543. Opened near that high (up from $474 close yesterday), then dropped all the way down before ending the day at $397, off the high by 27%!

ETA: I was walking the dog at 6:40 PT this morning and checked to see it up over 10%. By the time I was back home it was negative!

 

[FreeBaGeL]

MSTR

I think I referenced a 25% daily drop at some point...we're getting close today!

As I said before it's a home run swing for me with not too much of an initial investment. If the whole thing blows up (the wrong way), oh well I can't take next year off.

It is a volatile beast...

Down 16% today, up 5% after hours

Heck that might be Citron closing their position with a quick 25% gain for the flash crash they created in the first place. They move in and out of positions fast all the time. 25% in a few hours and buy it back at a discount to where they sold very well may be good enough for them.

Isn't Citron the dude that allegedly bragged that his public statements coerce retail traders to trade the way he wants them to, and that it's "like taking candy from a baby".

ETA: Alleged by the SEC, not just some random person.

 

[tommyGunZ]

Congrats Dexcom holders. That's one I regret missing on.

I assume I mentioned that way back in 2020. It had been in a channel for like a year and I dumped it. I bought it during the dip of aught 20 and made a nice return but the news was meh and then it exploded. I only bought 10 shares so not life changing and whatever I bought likely didn’t well as almost everything has since May, so oh well.

It’s a good lesson in thinking long term. There’s a ton of stocks like this TWLO and SWAV that struggle for a while but as long as the business results keep growing the price will catch up and usually in a fury. I think TWLO languished behind other tech stocks and then blew away an earnings call and went up 40% in one day. Went from flat for a year to more than double in a couple months. SWAV was the same but it was flat from May 2019 to October 2020. I sold some to buy some other things in March 2020 (all great buying then), but kept 1/3 and that has more than tripled in the past year. It’s easy to give up on something too early but there’s a difference between leaving money in AMC and not giving up on a stock that’s growing but not getting love.

Dexcom took a huge hit over the summer due to some downward guidance revisions and missed numbers. It's trading around $75 - was 160 a few years ago and 138ish in March of this year. Recently they announced a non-prescription CGM and also a new partnership with one of those computer rings.

Perhaps a buy and hold?

 

[⚡DEADHEAD⚡]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

Data centers are the new power plants. And they sell the picks and shovels for them to be built out.

Which brings me to my next point on AI....we are going to enter a new modern day golden age for Utilities. You gotta power and cool all these data centers.

It's pronounced Nooo-cular.

Apologies if I missed it in this thread, but has there been much discussion about the modular nooooooocular sector?

Interested in SMR discussion particularly.

Check out OKLO, but it's turbulent.

 

[pecorino]

Still eying MRNA and thinking it may have put in a bottom at $36 a couple weeks ago. May buy a bit today.

Edit: In at $38 this morning. Let's ride.

 

[McBokonon]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

Data centers are the new power plants. And they sell the picks and shovels for them to be built out.

Which brings me to my next point on AI....we are going to enter a new modern day golden age for Utilities. You gotta power and cool all these data centers.

It's pronounced Nooo-cular.

Apologies if I missed it in this thread, but has there been much discussion about the modular nooooooocular sector?

Interested in SMR discussion particularly.

Check out OKLO, but it's turbulent.

Van Eck has a nuclear ETF: NLR - It has OKLO and CEG in it, as well as 25 or so others to research if you want the single stock route. I like to look at ETF holdings for new ideas. I made a Google sheet of their current holdings: https://docs.google.com/file/d/16sC...hXP8ZO/edit?usp=docslist_api&filetype=msexcel

 

[McBokonon]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

Data centers are the new power plants. And they sell the picks and shovels for them to be built out.

Which brings me to my next point on AI....we are going to enter a new modern day golden age for Utilities. You gotta power and cool all these data centers.

It's pronounced Nooo-cular.

Apologies if I missed it in this thread, but has there been much discussion about the modular nooooooocular sector?

Interested in SMR discussion particularly.

Check out OKLO, but it's turbulent.

Van Eck has a nuclear ETF: NLR - It has OKLO and CEG in it, as well as 25 or so others to research if you want the single stock route. I like to look at ETF holdings for new ideas. I made a Google sheet of their current holdings: https://docs.google.com/file/d/16sC...hXP8ZO/edit?usp=docslist_api&filetype=msexcel

There’s also NUKZ, holdings here: https://drive.google.com/file/d/1oZ-GcChqfYY2wplfhgfs0HIO3WIYrnJN/view?usp=drivesdk

 

[pecorino]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

Data centers are the new power plants. And they sell the picks and shovels for them to be built out.

Which brings me to my next point on AI....we are going to enter a new modern day golden age for Utilities. You gotta power and cool all these data centers.

It's pronounced Nooo-cular.

Apologies if I missed it in this thread, but has there been much discussion about the modular nooooooocular sector?

Interested in SMR discussion particularly.

Check out OKLO, but it's turbulent.

Van Eck has a nuclear ETF: NLR - It has OKLO and CEG in it, as well as 25 or so others to research if you want the single stock route. I like to look at ETF holdings for new ideas. I made a Google sheet of their current holdings: https://docs.google.com/file/d/16sC...hXP8ZO/edit?usp=docslist_api&filetype=msexcel

I've been following NLR for about two weeks now. Haven't jump in. It moves a decent amount for an ETF. It's been between 87 and 95 in just those two weeks. For me, I'd like to have some exposure to nuclear but don't want just a single stock so I plan to jump in.

 

[cosjobs]

ADX down about $2, but I'm in for about a buck a share distribution. Yay? I can't afford wins like this

 

[pecorino]

ADX down about $2, but I'm in for about a buck a share distribution. Yay? I can't afford wins like this

No net change. The price per share dropped $1.96 as it went ex-dividend today. Meaning, you will get that $1.96 per share paid back to you in December in either a cash payout or with reinvested shares. In fact, it is up 2 cents, net, so you're actually winning.

 

[urbanhack]

Thank you AFRM!

 

[cosjobs]

ADX down about $2, but I'm in for about a buck a share distribution. Yay? I can't afford wins like this

No net change. The price per share dropped $1.96 as it went ex-dividend today. Meaning, you will get that $1.96 per share paid back to you in December in either a cash payout or with reinvested shares. In fact, it is up 2 cents, net, so you're actually winning.

I thought it was going to be 1.03. Is that replaced by the 1.96 or in addition?

 

[pecorino]

ADX down about $2, but I'm in for about a buck a share distribution. Yay? I can't afford wins like this

No net change. The price per share dropped $1.96 as it went ex-dividend today. Meaning, you will get that $1.96 per share paid back to you in December in either a cash payout or with reinvested shares. In fact, it is up 2 cents, net, so you're actually winning.

I thought it was going to be 1.03. Is that replaced by the 1.96 or in addition?

I don't see $1.03 anywhere. They announced $1.96 about a week ago.

 

[cosjobs]

ADX down about $2, but I'm in for about a buck a share distribution. Yay? I can't afford wins like this

No net change. The price per share dropped $1.96 as it went ex-dividend today. Meaning, you will get that $1.96 per share paid back to you in December in either a cash payout or with reinvested shares. In fact, it is up 2 cents, net, so you're actually winning.

I thought it was going to be 1.03. Is that replaced by the 1.96 or in addition?

I don't see $1.03 anywhere. They announced $1.96 about a week ago.

doh! First Fidelty news article under the stock listing is referencing its ADX Natural resources, with the 1.03 distribution. So the ~$2 drop makes perfect sense, now.
Its like when I Google something specific and the first result is something else, so I click on the wrong link, if that makes sense.

 

[cosjobs]

Speaking of things I don't really comprehend, did anyone else see the Michael Saylor interview on CNBC about MSTR?

 

[Bob Sacamano]

<insert joke about old people and technology>

 

[pecorino]

Still eying MRNA and thinking it may have put in a bottom at $36 a couple weeks ago. May buy a bit today.

Edit: In at $38 this morning. Let's ride.

Blind squirrel, meet your nut.

 

[General Malaise]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

Data centers are the new power plants. And they sell the picks and shovels for them to be built out.

Which brings me to my next point on AI....we are going to enter a new modern day golden age for Utilities. You gotta power and cool all these data centers.

It's pronounced Nooo-cular.

Apologies if I missed it in this thread, but has there been much discussion about the modular nooooooocular sector?

Interested in SMR discussion particularly.

There's a stock ticker - SMR for NuScale Power Corp that I wish I had invested in last year. Up only 1,000% in the last year. Based out of Corvallis, OR, I have only myself to blame.

Bill Gates is heavily involved and invested in SMR with his TerraPower. He's building one - kind of a prototype/demonstration complex in Kemmerer, WY (I've actually spent the night there!).

Definitely the wave of the future for nuclear - this country didn't build plants for almost 30 years, so the technology today is way better, safer, more efficient, etc. If we're serious about tackling climate change and powering the needs of tomorrow with AI and other tech needs, nuclear is absolutely going to have to be a major part of this and SMR will be a big component of that.

 

[steelerfan1]

Still eying MRNA and thinking it may have put in a bottom at $36 a couple weeks ago. May buy a bit today.

Edit: In at $38 this morning. Let's ride.

Blind squirrel, meet your nut.

I followed you with HUM and got busy today and missed this one...Oh well, can't own them all...

 

[Bob Sacamano]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

Data centers are the new power plants. And they sell the picks and shovels for them to be built out.

Which brings me to my next point on AI....we are going to enter a new modern day golden age for Utilities. You gotta power and cool all these data centers.

It's pronounced Nooo-cular.

Apologies if I missed it in this thread, but has there been much discussion about the modular nooooooocular sector?

Interested in SMR discussion particularly.

There's a stock ticker - SMR for NuScale Power Corp that I wish I had invested in last year. Up only 1,000% in the last year. Based out of Corvallis, OR, I have only myself to blame.

Bill Gates is heavily involved and invested in SMR with his TerraPower. He's building one - kind of a prototype/demonstration complex in Kemmerer, WY (I've actually spent the night there!).

Definitely the wave of the future for nuclear - this country didn't build plants for almost 30 years, so the technology today is way better, safer, more efficient, etc. If we're serious about tackling climate change and powering the needs of tomorrow with AI and other tech needs, nuclear is absolutely going to have to be a major part of this and SMR will be a big component of that.

This seems like it would actually be a negative, given the changing political climate.

 

[D-Day]

<insert joke about old people and technology>

How do you do this?

 

[General Malaise]

Someone explain to me how the data center aspect fits into their overall business. Is this basically going to be for them what AWS became for AMZN?

Data centers are the new power plants. And they sell the picks and shovels for them to be built out.

Which brings me to my next point on AI....we are going to enter a new modern day golden age for Utilities. You gotta power and cool all these data centers.

It's pronounced Nooo-cular.

Apologies if I missed it in this thread, but has there been much discussion about the modular nooooooocular sector?

Interested in SMR discussion particularly.

There's a stock ticker - SMR for NuScale Power Corp that I wish I had invested in last year. Up only 1,000% in the last year. Based out of Corvallis, OR, I have only myself to blame.

Bill Gates is heavily involved and invested in SMR with his TerraPower. He's building one - kind of a prototype/demonstration complex in Kemmerer, WY (I've actually spent the night there!).

Definitely the wave of the future for nuclear - this country didn't build plants for almost 30 years, so the technology today is way better, safer, more efficient, etc. If we're serious about tackling climate change and powering the needs of tomorrow with AI and other tech needs, nuclear is absolutely going to have to be a major part of this and SMR will be a big component of that.

This seems like it would actually be a negative, given the changing political climate.

I mean.....he's not going to not build it.

 

[SFBayDuck]

Speaking of things I don't really comprehend, did anyone else see the Michael Saylor interview on CNBC about MSTR?

Have it teed up on the site, will watch when I get a chance this afternoon.

 

[Orange&Blue]

American Express continues to climb

 

[SFBayDuck]

Speaking of things I don't really comprehend, did anyone else see the Michael Saylor interview on CNBC about MSTR?

Have it teed up on the site, will watch when I get a chance this afternoon.

I couldn't watch the whole thing without an account on CNBC, but watched this clip from the beginning.

I mean they're a Bitcoin treasury company powered by a Bitcoin reactor, duh!

They borrow money at 6%, and they're making 30%? 60%? He threw out a bunch of numbers. Rinse, repeat. Works every time, as long as BTC doesn't crash. He called out the existential risk of it going to zero, but didn't seem to concede what just a normal BTC crash of 50% would do to them.

 

[FreeBaGeL]

Speaking of things I don't really comprehend, did anyone else see the Michael Saylor interview on CNBC about MSTR?

Have it teed up on the site, will watch when I get a chance this afternoon.

I couldn't watch the whole thing without an account on CNBC, but watched this clip from the beginning.

I mean they're a Bitcoin treasury company powered by a Bitcoin reactor, duh!

They borrow money at 6%, and they're making 30%? 60%? He threw out a bunch of numbers. Rinse, repeat. Works every time, as long as BTC doesn't crash. He called out the existential risk of it going to zero, but didn't seem to concede what just a normal BTC crash of 50% would do to them.

If they're not selling any bitcoin and not earning any notable yield on it, how are they paying back the 6% loans?

 

[Bob Sacamano]

Trigger marks to market and massive quarterly losses, but nobody buying it cares about their profitability in the least.

Maybe financing becomes more expensive.

 

[Bob Sacamano]

Speaking of things I don't really comprehend, did anyone else see the Michael Saylor interview on CNBC about MSTR?

Have it teed up on the site, will watch when I get a chance this afternoon.

I couldn't watch the whole thing without an account on CNBC, but watched this clip from the beginning.

I mean they're a Bitcoin treasury company powered by a Bitcoin reactor, duh!

They borrow money at 6%, and they're making 30%? 60%? He threw out a bunch of numbers. Rinse, repeat. Works every time, as long as BTC doesn't crash. He called out the existential risk of it going to zero, but didn't seem to concede what just a normal BTC crash of 50% would do to them.

If they're not selling any bitcoin and not earning any notable yield on it, how are they paying back the 6% loans?

Convertible debt. And they do have some cash flow from operations

 

[Steeler]

https://finance.yahoo.com/news/jim-cramer-transmedics-group-inc-095847857.html

Last chance to get into TMDX

 

[McBokonon]

Started a position in $BGC yesterday. Might be something @Todem would be interested in and I'd be interested in his opinion. Got hit a little because of political stuff but they have a bench. Boring and good at what they do but also taking on CME so moonshot potential.