Stock Thread (14 Viewers)

[fruity pebbles]

The tarrifs will continue until morale improves.

SOMEBODY SAY THANK YOU!

So much winning!

Can you not. This threads been going for 12 years.

 

[Ridgeback]

The tarrifs will continue until morale improves.

SOMEBODY SAY THANK YOU!

So much winning!

Can you not. This threads been going for 12 years.

My apologies. I know better, and will do so.

 

[General Malaise]

The tarrifs will continue until morale improves.

SOMEBODY SAY THANK YOU!

So much winning!

Can you not. This threads been going for 12 years.

My apologies. I know better, and will do so.

Fealty and fear are our biggest enemies right now. No apologies.

 

[Ridgeback]

The tarrifs will continue until morale improves.

SOMEBODY SAY THANK YOU!

So much winning!

Can you not. This threads been going for 12 years.

My apologies. I know better, and will do so.

Fealty and fear are our biggest enemies right now. No apologies.

While I agree 100%, the ability to speak freely has been cut short. The last thing I want to do is make this thread a casualty.

 

[BassNBrew]

May not be tomorrow or next month or this year, but someday I sell these new $185 amazon shares and raise a toast to fear.

 

[Bob Sacamano]

I'd like to make some toast!

 

[fruity pebbles]

May not be tomorrow or next month or this year, but someday I sell these new $185 amazon shares and raise a toast to fear.

Hard to go wrong here imo. Lowest forward PE, well……….ever.

 

[BassNBrew]

Well I understand why the AI space is collapsing.

Total: 100 Credits (30 + 28 + 26 + 24 + 24 + 22)

This team combines top sprinters with attack-minded classics riders, all capable of securing big points in different race scenarios. Would you like to make any changes or fine-tune this lineup?
4o mini

You said:​

Huh, since when? Total: 100 Credits (30 + 28 + 26 + 24 + 24 + 22)

ChatGPT said:​

You're right! I made a mistake in calculating the total credits. Let's fix that:

Corrected Team:​

1. Wout Van Aert (30) – Team Jumbo-Visma
2. Jasper Philipsen (28) – Alpecin-Deceuninck
3. Mads Pedersen (26) – Lidl-Trek
4. Biniam Girmay (24) – Intermarché-Wanty
5. Tim Merlier (24) – Soudal Quick-Step
6. Stefan Küng (22) – Groupama-FDJ

Total Credits = 30 + 28 + 26 + 24 + 24 + 22 = 154 Credits.

This exceeds the 100-credit limit, so we need to trim down the team.

Let me adjust the selections for you within the 100-credit budget. One moment!
Let's adjust the team to stay within the 100-credit budget. Here's a new lineup:

1. Wout Van Aert (30)
2. Jasper Philipsen (28)
3. Mads Pedersen (26)
4. Stefan Küng (22)
5. Tim Merlier (24)
6. Neilson Powless (22) – EF Education - EasyPost

Total Credits = 30 + 28 + 26 + 22 + 24 + 22 = 100 Credits

 

[identikit]

NMAX in a trade halt @ $167.42

Now unhalted

 

[Dr. Octopus]

NMAX in a trade halt @ $167.42

Now unhalted

people are dumb

NewsMax lost $72MM last year.

 

[identikit]

NMAX in a trade halt @ $167.42

Now unhalted

people are dumb

NewsMax lost $72MM last year.

In/out for a couple hundred this am

 

[Sand]

JNJ down 6%. Damn, I can't remember when it moved that much.

 

[pecorino]

Buying ICLR, trading at multi-year lows.

 

[Bob Sacamano]

NMAX in a trade halt @ $167.42

Now unhalted

people are dumb

NewsMax lost $72MM last year.

A lot of people used this as an argument against buying Amazon for a long time, too.

Not that this is remotely comparable to Amazon. I'm just saying. There's a lot more to a company than profitability. All that takes is a good accountant or a proper growth strategy.

 

[Dr. Octopus]

Not that this is remotely comparable to Amazon

Yes, not even close to the same thing. Amazon did it to build up an infrastructure. They’re a cable news station.

 

[identikit]

NMAX in a trade halt @ $167.42

Now unhalted

people are dumb

NewsMax lost $72MM last year.

In/out for a couple hundred this am

Shoulda stayed in...

Up 185% today @ $237


Oy

 

[BassNBrew]

Buying ICLR, trading at multi-year lows.

Any particular reason why this will outperform Amazon, NVDA, MSFT?

ICON Public Limited Company is a healthcare intelligence and clinical research organization. The Company is engaged in providing outsourced services to pharmaceutical, biotechnology, medical device and government and public health organizations. It offers a range of specialized services to assist pharmaceutical, biotechnology and medical device companies to bring new drugs and devices to market faster. The Company’s services include clinical research services, commercial...More

 

[BassNBrew]

NMAX in a trade halt @ $167.42

Now unhalted

people are dumb

NewsMax lost $72MM last year.

In/out for a couple hundred this am

Shoulda stayed in...

Up 185% today @ $237


Oy

I suspect I know what the Venn diagram of NMAX and GME would look like.

 

[pecorino]

Buying ICLR, trading at multi-year lows.

Any particular reason why this will outperform Amazon, NVDA, MSFT?

ICON Public Limited Company is a healthcare intelligence and clinical research organization. The Company is engaged in providing outsourced services to pharmaceutical, biotechnology, medical device and government and public health organizations. It offers a range of specialized services to assist pharmaceutical, biotechnology and medical device companies to bring new drugs and devices to market faster. The Company’s services include clinical research services, commercial...More

I know very little about ICLR aside from the fact that my brother has been banging the drum on them since before Covid. By the time I had even looked at them (in 2021), I thought it was overpriced and just watched it. He's been buying dips since. Anyway, I had set a reminder to get into ICLR if it ever went back down to pre-Covid levels which is about $170 so a purchase was triggered today.

I'd love to hear from folks that know this company--I'm buying on the conviction of my brother who has done his own due diligence. I'm just tailing him finally.

 

[Buckna]

NMAX in a trade halt @ $167.42

Now unhalted

people are dumb

NewsMax lost $72MM last year.

In/out for a couple hundred this am

Shoulda stayed in...

Up 185% today @ $237


Oy

I suspect I know what the Venn diagram of NMAX and GME would look like.

I was gonna say the Trump coin and Truth Social type investors. No politics here just an acknowledgment that like GME, these stocks are not tied to financial fundamentals but other drivers like meme’s, politics and other types of headlines. (Which is why I’d be very scared to short it.)

 

[Dr. Octopus]

NMAX in a trade halt @ $167.42

Now unhalted

people are dumb

NewsMax lost $72MM last year.

In/out for a couple hundred this am

Shoulda stayed in...

Up 185% today @ $237


Oy

I suspect I know what the Venn diagram of NMAX and GME would look like.

I was gonna say the Trump coin and Truth Social type investors. No politics here just an acknowledgment that like GME, these stocks are not tied to financial fundamentals but other drivers like meme’s, politics and other types of headlines. (Which is why I’d be very scared to short it.)

Yes it’s a “meme stock” now, which means someone gets stuck holding the bag.

 

[fruity pebbles]

Buying ICLR, trading at multi-year lows.

Any particular reason why this will outperform Amazon, NVDA, MSFT?

ICON Public Limited Company is a healthcare intelligence and clinical research organization. The Company is engaged in providing outsourced services to pharmaceutical, biotechnology, medical device and government and public health organizations. It offers a range of specialized services to assist pharmaceutical, biotechnology and medical device companies to bring new drugs and devices to market faster. The Company’s services include clinical research services, commercial...More

Love, love, love MSFT, AMZN, META and GOOG at yesterday’s levels (which I think we’ll see again). Once in a several year chance to buy best in breed at reasonable levels. I know it’s not some grand revelation to buy big cap mag 7 tech but it screams cheap to me compared to the rest of the market. There’s a level of safety there, particularly with their cap ex spending. Earnings are being temporarily muted and they still look cheap.

 

[Sand]

Bought a bit more UWMC today.

 

[BassNBrew]

Bought a bit more UWMC today.

Welcome abroad Junior.

 

[fruity pebbles]

Tesla deliveries way down for first quarter. 336k vs a 360-370k estimate and 377k last year for the same time. It baffles me this thing still trades at a 100 PE.

 

[ConstruxBoy]

Added some GOOGL, VRT and NVO this morning.

 

[Capella]

Tesla deliveries way down for first quarter. 336k vs a 360-370k estimate and 377k last year for the same time. It baffles me this thing still trades at a 100 PE.

I actually am kinda shocked they sold 336k.

 

[Dr. Octopus]

Tesla deliveries way down for first quarter. 336k vs a 360-370k estimate and 377k last year for the same time. It baffles me this thing still trades at a 100 PE.

I actually am kinda shocked they sold 336k.

I did see them sell one.

 

[Josh Hines-Ward-Alan-Carr]

Tesla deliveries way down for first quarter. 336k vs a 360-370k estimate and 377k last year for the same time. It baffles me this thing still trades at a 100 PE.

I actually am kinda shocked they sold 336k.

I think Q2 will be a lot worse/show more impact of

 

[fantasy stud]

When is the crash from the tarriff news happpening. my 15 year old wants me to add some more voo shares to his portfolio. I was hoping to buy under $500.

 

[Dr. Octopus]

When is the crash from the tarriff news happpening. my 15 year old wants me to add some more voo shares to his portfolio. I was hoping to buy under $500.

Since about mid-January.

 

[Todem]

Personal account.

We trimmed some NVDA last year at 142

Just bought that back today.

Also picked up more VRT and a new position again in BX which we made a bundle on.

Valuations on

AMZN
META
GOOGL
NVDA
MSFT

Look too attractive to pass up at these levels for the long term.

VRT is going to be a huge benefactor of the data center build out.

I am also researching an Israeli based E Commerce company and will reveal that soon.

 

[General Malaise]

Personal account.

We trimmed some of out NVDA last year at 142

Just bought that back today.

Also picked up more VRT and a bew position again in BX which we made a bundle on.

Valuations on

AMZN
META
GOOGL
NVDA
MSFT

Look too attractive to pass up at these levels for the long term.

VRT is going to be a huge benefactor of tue data center build out.

I am also researching an Israeli based E Commerce company and will reveal that soon.

You remember Checkpoint? I think they were an Israeli computer security company way back when. Wonder whatever happened to them....

 

[McBokonon]

I am also researching an Israeli based E Commerce company and will reveal that soon.

Global-e I assume. $GLBE. Some of us traded this at the beginning after it IPO'd. Shopify is invested pretty heavily with them.

 

[General Malaise]

Personal account.

We trimmed some of out NVDA last year at 142

Just bought that back today.

Also picked up more VRT and a bew position again in BX which we made a bundle on.

Valuations on

AMZN
META
GOOGL
NVDA
MSFT

Look too attractive to pass up at these levels for the long term.

VRT is going to be a huge benefactor of tue data center build out.

I am also researching an Israeli based E Commerce company and will reveal that soon.

You remember Checkpoint? I think they were an Israeli computer security company way back when. Wonder whatever happened to them....

Just looked - CHKP. Yeah, they're doing well. $229/Share and this is one my old boss used to love to short.

 

[Capella]

We trimmed some of out NVDA last year at 142

Don’t have a multi-year target on NVDA or do you not do that sort of thing?

 

[Sand]

Ok, so my kid has some new money going into his Roth. This is going to sit and grow for 35-40 years. 1/2 IVV, 1/2 QQQ? That's kind of what I'm thinking but wanted to bounce that off the esteemed investors in here.

 

[BassNBrew]

Ok, so my kid has some new money going into his Roth. This is going to sit and grow for 35-40 years. 1/2 IVV, 1/2 QQQ? That's kind of what I'm thinking but wanted to bounce that off the esteemed investors in here.

15% in each of the following

AMZN
NVDA
AMD
MST
META
GOOGL

5% in each of the following

VRT
AVGO

 

[Sand]

Ok, so my kid has some new money going into his Roth. This is going to sit and grow for 35-40 years. 1/2 IVV, 1/2 QQQ? That's kind of what I'm thinking but wanted to bounce that off the esteemed investors in here.

15% in each of the following

AMZN
NVDA
AMD
MST
META
GOOGL

5% in each of the following

VRT
AVGO

He's already got a bunch of single stocks in there, including AMZN, META, and MSFT. Maybe 1/3 NVDA isn't a bad idea, though.

 

[Sand]

On another note, today is a good day if you bought UWMC yesterday.

 

[McBokonon]

NMAX in a trade halt @ $167.42

Now unhalted

people are dumb

NewsMax lost $72MM last year.

In/out for a couple hundred this am

Shoulda stayed in...

Up 185% today @ $237


Oy

I suspect I know what the Venn diagram of NMAX and GME would look like.

I was gonna say the Trump coin and Truth Social type investors. No politics here just an acknowledgment that like GME, these stocks are not tied to financial fundamentals but other drivers like meme’s, politics and other types of headlines. (Which is why I’d be very scared to short it.)

Yes it’s a “meme stock” now, which means someone gets stuck holding the bag.

$NMAX halted down 62% today. Nature is healing.

 

[Schmeabs]

Ok, so my kid has some new money going into his Roth. This is going to sit and grow for 35-40 years. 1/2 IVV, 1/2 QQQ? That's kind of what I'm thinking but wanted to bounce that off the esteemed investors in here.

100% NMAX seems prudent.....

 

[Bob Sacamano]

50% wheat pennies
50% GME
50% MATH

 

[BassNBrew]

Ok, so my kid has some new money going into his Roth. This is going to sit and grow for 35-40 years. 1/2 IVV, 1/2 QQQ? That's kind of what I'm thinking but wanted to bounce that off the esteemed investors in here.

15% in each of the following

AMZN
NVDA
AMD
MST
META
GOOGL

5% in each of the following

VRT
AVGO

He's already got a bunch of single stocks in there, including AMZN, META, and MSFT. Maybe 1/3 NVDA isn't a bad idea, though.

Stick with single stocks. More fun and your kid will get plenty of index exposure down the road unless self employed

 

[ManOfSteelhead]

Personal account.

We trimmed some of out NVDA last year at 142

Just bought that back today.

Also picked up more VRT and a bew position again in BX which we made a bundle on.

Valuations on

AMZN
META
GOOGL
NVDA
MSFT

Look too attractive to pass up at these levels for the long term.

VRT is going to be a huge benefactor of tue data center build out.

I am also researching an Israeli based E Commerce company and will reveal that soon.

TODEM 2028!

 

[Todem]

We trimmed some of out NVDA last year at 142

Don’t have a multi-year target on NVDA or do you not do that sort of thing?

160 end of this year.

Beyond it can easily go another $50 upwards to $210 as the AI build out gains more and more steam.

That’s as far as I can project based on today’s fundamentals.

 

[Todem]

Ok, so my kid has some new money going into his Roth. This is going to sit and grow for 35-40 years. 1/2 IVV, 1/2 QQQ? That's kind of what I'm thinking but wanted to bounce that off the esteemed investors in here.

15% in each of the following

AMZN
NVDA
AMD
MST
META
GOOGL

5% in each of the following

VRT
AVGO

He's already got a bunch of single stocks in there, including AMZN, META, and MSFT. Maybe 1/3 NVDA isn't a bad idea, though.

Stick with single stocks. More fun and your kid will get plenty of index exposure down the road unless self employed

That’s how I learned how to invest starting in 1987. Single stocks. And yes it’s a lot more fun and you can learn about how to analyze a companies fundamentals etc.

 

[BassNBrew]

Ok, so my kid has some new money going into his Roth. This is going to sit and grow for 35-40 years. 1/2 IVV, 1/2 QQQ? That's kind of what I'm thinking but wanted to bounce that off the esteemed investors in here.

15% in each of the following

AMZN
NVDA
AMD
MST
META
GOOGL

5% in each of the following

VRT
AVGO

He's already got a bunch of single stocks in there, including AMZN, META, and MSFT. Maybe 1/3 NVDA isn't a bad idea, though.

Stick with single stocks. More fun and your kid will get plenty of index exposure down the road unless self employed

That’s how I learned how to invest starting in 1987. Single stocks. And yes it’s a lot more fun and you can learn about how to analyze a companies fundamentals etc.

Speaking of 1987, I have paper shares of Emerson from that time period. How do I sell these.

 

[Dezbelief]

Ok, so my kid has some new money going into his Roth. This is going to sit and grow for 35-40 years. 1/2 IVV, 1/2 QQQ? That's kind of what I'm thinking but wanted to bounce that off the esteemed investors in here.

15% in each of the following

AMZN
NVDA
AMD
MST
META
GOOGL

5% in each of the following

VRT
AVGO

He's already got a bunch of single stocks in there, including AMZN, META, and MSFT. Maybe 1/3 NVDA isn't a bad idea, though.

Stick with single stocks. More fun and your kid will get plenty of index exposure down the road unless self employed

That’s how I learned how to invest starting in 1987. Single stocks. And yes it’s a lot more fun and you can learn about how to analyze a companies fundamentals etc.

Do I let my kid pick his own stocks even if I disagree? It's only $20 of chore money he wants to put in Tesla. He doesn't have any yet. So far he's only in a S&P index fund, AMZN and NVDA.

 

[Desert_Power]

On another note, today is a good day if you bought UWMC yesterday.

Seems so. Any news?