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Stock Thread (11 Viewers)

BassNBrew said:
I may be misunderstanding the situation if he has these two professionals involved. That said, if he's paying any type of significant consideration for a potential future purchase or paying rent significantly above market rate he should probably run the transaction details by a real estate attorney for his protection.
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Yeah, he's not out there gun slinging this thing. Appreciate the info though. I passed it along.
 
MSTR - is there an opportunity to sell some here, assuming they'll offer shares as part of reporting to buy more bitcoin...then buy the dip to get the shares back?
 
fruity pebbles said:
Redwes25 said:
BassNBrew said:
Shares of Tesla fell as much as 3% in overnight trading on Robinhood following reports that its board has opened a search for a chief executive to succeed Elon Musk.

The move comes as the electric vehicle giant’s sales and profits have been declining rapidly.
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Interesting - Tesla is clearly not his focus and if this were any other company and CEO he would have been removed already. At the same time he has done so much there and such a driving force I don’t think they can realistically find a good replacement.
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Agree. Tesla is Elon. Without him its a way overvalued car company.
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He can design another cybertuck.

Still not as impressive as zuck wasting 15 billion on second life 2.
 
Redwes25 said:
BassNBrew said:
Shares of Tesla fell as much as 3% in overnight trading on Robinhood following reports that its board has opened a search for a chief executive to succeed Elon Musk.

The move comes as the electric vehicle giant’s sales and profits have been declining rapidly.
Click to expand...

Interesting - Tesla is clearly not his focus and if this were any other company and CEO he would have been removed already. At the same time he has done so much there and such a driving force I don’t think they can realistically find a good replacement.
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I'll bet Sam Altman would take it.
 
Bob Sacamano said:
*checks notes*

"Buy Amazon, dummy"
-BnB
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If I hadn't been stuck in continuing ED I would have considered at $181. It was priced for a bigger beat IMO. I did unload my margin shares at $190 this morning that I had purchased at $183 as I expected an earnings dip. They were that fake Fidelity margin, not real margin but I don't like seeing the "margin" tag next to them.
 
Reports Q1 revenue $1.17B, consensus $1.14B. “Twilio (TWLO) saw another quarter of revenue growth acceleration and double-digit growth, illustrating that our commitment to operating with more discipline, rigor, and focus is paying off,” said Khozema Shipchandler, CEO of Twilio. “I’m encouraged by the momentum we’ve established to start the year. Going forward, we’ll continue to focus on what’s in our control and will deliver further innovation on behalf of our customers who rely on Twilio to drive amazing experiences for their end users.”
 
KGB said:
So, I found about $600 in my robinhood account. about all that was left after losing ALOT on stocks and mostly crypto longshots.


Current situation...
Started with about $600
1 month--- up 1693.84% - so about $9500

Current bets...
66 VRT shares cost $86.64

options--------
WOLF - $4 call....50 contracts at .14 exp 5-02
VRT - 90CALL - $3.50 exp 05-09
BULL - $12.5 putt --cost .85 15 contracts
VRT $87 call $5.45 exp 5-16
VRT $88 call cost $7.15 exp 5-30
WOLF $4 call....10 contracts .99------exp 9/19

just to follow along :)
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I am now at $12000 after some buys and sells.

I currently sit with like
7 VRT calls between $87 and $95. Worth around $10000 of my $12k

And 2 tsla puts for the last $2k

Wish me luck 💪😎
 
I've taken a beating on this one (Fulgent) but this may be the best balance sheet ever.

  • Core Revenue of $73.5 million grows 16% year-over-year
  • Reiterating Full Year 2025 Core Revenue Guidance of $310 million
  • Non-GAAP income of $1.2 million, or $0.04 per share; GAAP loss of $11.5 million, or ($0.37) per share
  • Ended Q1 with $814.6 million of cash, cash equivalents, restricted cash, and investments in marketable securities, representing cash per share of $26.60

Purchased back about 1.6% of it's share last quarter. Obviously makes since as people were giving them a share and $8 for $17.
 
BassNBrew said:
Big props to @Todem for putting VRT on my radar. Just had to sell another chunk as it keeps growing and getting over 4% of my portfolio. Now up 27% on the remaining shares.
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Echo this I’m up 60.50% on VRT.

I read his comment and thought what the hell. I did 5 minutes of research and bought. Works for me back in the day for CYDY. Haha
 
Sand said:
VRT (and CLS, and KTOS) is taking the sting out of AAPL losses. But still, oof.
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It’s been a long time since AAPL has had this kinda swoon to the downside. And while fundamentally it is still expensive based kn esrnings growth and some manufacturing headwinds long term it should turn itself around.

But by no means do I think this represents any value here.

Strong hold is how I would advise and when it does rally down the line to its recent highs (and will probably take a while) if you are overweight in it like so many are who have held for the last 15-20 years (21 years for me) trimming it would be wise and use those proceeds for better growth stocks.

AAPL’s divdend is blech and their big growth phase IMO is over. They are more of a staple to me with a crappy dividend and they have not truly innovated much.

A true mega cap stalwart that to me is not something we need to be overweighted in at all and the money can be used elsewhere for either better growth or income.

Heck I have been writing covered calls a lot on this one to enhance the dividend.

Anyway.
 
Todem said:
Sand said:
VRT (and CLS, and KTOS) is taking the sting out of AAPL losses. But still, oof.
Click to expand...
It’s been a long time since AAPL has had this kinda swoon to the downside. And while fundamentally it is still expensive based kn esrnings growth and some manufacturing headwinds long term it should turn itself around.

But by no means do I think this represents any value here.

Strong hold is how I would advise and when it does rally down the line to its recent highs (and will probably take a while) if you are overweight in it like so many are who have held for the last 15-20 years (21 years for me) trimming it would be wise and use those proceeds for better growth stocks.

AAPL’s divdend is blech and their big growth phase IMO is over. They are more of a staple to me with a crappy dividend and they have not truly innovated much.

A true mega cap stalwart that to me is not something we need to be overweighted in at all and the money can be used elsewhere for either better growth or income.

Heck I have been writing covered calls a lot on this one to enhance the dividend.

Anyway.
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Would love to do this, but I'm terrified of the tax hit should something spike it and they get called. I started donating them to avoid the cap gain and decided not to replace shares this time (thanks to sand for the reminder).
 
Apple has definitely stagnated on innovation. Here's my darkhorse for a surprise Apple innovation some time in the near future.

You all know the apple vision pro. The things that it can do with AR are pretty sick. But the downside is you have to wear this monstrosity of a headset that is not feasible to wear in real life, and also comes with $3000 of compute power crammed into it.

Then on the flipside, you have the Even Realities G1. They're just like regular glasses, but with OLED screens on the inside to overlay AR stuff. All of the processing is offloaded to your phone in your pocket, which allows them to be the same size as normal glasses and cost like 600 bucks. But the problem with these is it's some random company that has no software experience so there's not much you can do with them other than overlay some teleprompter text or overlay maps directions, which barely works.

Feels like a very easy solution for Apple to come out with "Apple Vision Glasses" or something that combines the two. Apple's already existing high end AR software, on a pair of glasses with screens on them where all of the processing is offloaded to the iPhone in your pocket. And I would with them having control over the ecosystem and the hardware of both devices (compared to competitors) they could make the connection to the phone a little smoother.
 
BassNBrew said:
I've taken a beating on this one (Fulgent) but this may be the best balance sheet ever.

  • Core Revenue of $73.5 million grows 16% year-over-year
  • Reiterating Full Year 2025 Core Revenue Guidance of $310 million
  • Non-GAAP income of $1.2 million, or $0.04 per share; GAAP loss of $11.5 million, or ($0.37) per share
  • Ended Q1 with $814.6 million of cash, cash equivalents, restricted cash, and investments in marketable securities, representing cash per share of $26.60

Purchased back about 1.6% of it's share last quarter. Obviously makes since as people were giving them a share and $8 for $17.
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A lot of us made a lot off this one during the pandemic. I kept a few shares just to keep an eye on them. Nice pop today. They have burned through about $200M in cash the past few years, though. They were over $1B coming out of the pandemic iirc.
 
Todem said:

AAPL’s divdend is blech and their big growth phase IMO is over. They are more of a staple to me with a crappy dividend and they have not truly innovated much.
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Speaking of dividends, do we have any idea why NVDA pays a $0.01/share dividend? Maybe some tax break? I mean, literally zero people are buying this because of the .04% yield.
 
Coming out of 2024 I was way too concentrated in two names - VRTX and AAPL, both through appreciation over the last few years. VRTX got whacked on Dec. 19 on some pretty innocuous news (down $100/share or something) and I actually used that as an opp to buy more - it's recovered almost everything since.

But I sold out of AAPL completely during the Tariff Tantrums, puked out AMZN and AMD while I still had gains and used that as an opp to buy some names I've never owned:

VRT
TTD
MSFT

Got a little bigger in NVDA too and then slowly jumped back into BROS and some more metal exposure (antimony, tungsten, gold, silver).

Much more balanced right now although VRTX is still much rather than it probably should be.
 
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Can't get rid of this bum....

  • Jeff Bezos disclosed a plan to sell up to 25 million shares of Amazon stock over a period ending May 29, 2026, according to a securities filing.
  • At the current share price, the stake would be worth about $4.8 billion.
  • The disclosure comes a day after Amazon’s first-quarter earnings report showed the company is bracing for tariff-related uncertainty.
  • Bezos is Amazon’s largest individual shareholder, retaining roughly 1.02 billion shares as of February.
 
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