Stock Thread (82 Viewers)

[identikit]

Certainly wouldn't fault anybody for booking some gains in UAMY. The pop is nice but I'm not sure the CEOs interview revealed anything "newsy". Story remains the same and I'm hanging with it, but investors with level heads might take some chips off the table.

This is the second time around for me with UAMY

Im about 2% under right now...

It's been a fun, green run

 

[BassNBrew]

Here's the full story....over reaction IMO. Dropped guidance 2.5%, down 20%.

Lululemon beat Wall Street expectations for fiscal first-quarter earnings Thursday, but cut its full-year earnings guidance, citing a “dynamic macroenvironment.”

As the company navigates tariffs and fears about a slowing U.S. economy, CEO Calvin McDonald said in a news release that “we intend to leverage our strong financial position and competitive advantages to play offense, while we continue to invest in the growth opportunities in front of us.”




He said on a conference call with analysts that he is “not happy” with U.S. growth and said U.S. consumers are being cautious and intentional about their buying decisions.

Chief Financial Officer Meghan Frank added on the call that the brand is planning to take “strategic price increases, looking item by item across our assortment,” to mitigate the effect of tariffs.

“It will be price increases on a small portion of our assortments, and they will be modest in nature,” she said, adding that those hikes will start rolling out toward the second half of the current quarter and into the third quarter.

Shares of the apparel company plunged about 20% on Friday.

Here’s how the company did for its first quarter compared with what Wall Street was expecting for the quarter ended May 4, based on a survey of analysts by LSEG:

• Earnings per share: $2.60 vs. $2.58 expected
• Revenue: $2.37 billion vs. $2.36 billion expected

The company cut its full-year earnings guidance. It expects its full-year earnings per share to be between $14.58 to $14.78. Previously, it expected full-year earnings per share to be in the range of $14.95 to $15.15 for the year. Analysts anticipated earnings per share of $14.89, according to LSEG.

Lululemon’s report comes after a string of retailers reduced or withdrew their guidance and said they would hike prices because of uncertainty surrounding President Donald Trump’s tariff regime. Retailers including Abercrombie & Fitch and Macy’s slashed their profit outlooks, while others, including American Eagle Outfitters pulled their full-year guidance altogether.

Among Lululemon’s rivals in the athleticwear category specifically, Gap, which owns athleisure brand Athleta, reported last week that it expects tariffs to impact its business by $100 million to $150 million. Nike told CNBC last month it would begin raising prices on a wide range of products, though it did not specify whether tariffs were the reason for the hikes.

On Thursday’s earnings call, McDonald acknowledged the uncertainty that tariffs have brought on the business, but said he believes the brand is “better positioned than most” to navigate the current environment.

Lululemon reported net income for the fiscal first quarter of $314 million, or $2.60 per share, compared with a net income of $321 million, or $2.54 per share, a year earlier.

First-quarter revenue rose to $2.37 billion, up from about $2.21 billion during the same period in 2024.

Lululemon expects second-quarter revenue to total between $2.54 billion and $2.56 billion. It also anticipates full-year fiscal 2025 revenue to be $11.15 billion to $11.3 billion — unchanged from its last forecast. Wall Street analysts were expecting revenue of $2.56 billion for the second quarter and $11.24 billion for the full year, according to LSEG.

The activewear company expects to post earnings per share in the range of $2.85 to $2.90 for the second quarter, compared to Wall Street’s expectation of $3.29, according to LSEG.

Frank said on the earnings call that the company’s outlook assumes the current 30% incremental tariff on China and an incremental 10% levy on the remaining countries where the retailer sources from.

During 2024, 40% of Lululemon’s products were manufactured in Vietnam, 17% in Cambodia, 11% in Sri Lanka, 11% in Indonesia, 7% in Bangladesh and the remainder in other regions, according to the company’s annual report. Lululemon does not own or operate any manufacturing facilities and relies on suppliers to produce and provide fabrics for its products, according to the report.

Comparable sales rose 1% year over year for the quarter, compared to the 3% Wall Street was anticipating, according to StreetAccount. That number includes a 2% decrease in the Americas and a 6% increase internationally.

Gross margin was 58.3%, ahead of the 57.7% that analysts had expected, according to StreetAccount.

 

[NajehHejan]

Bought 30 calls @ .14 of PLUG 1/15/27 5 C

Should be easy money, stock is about to bust back through $1. Way oversold. Even though green stocks are out of favor, they will bounce back.

 

[NajehHejan]

Here's the full story....over reaction IMO. Dropped guidance 2.5%, down 20%.

Lululemon beat Wall Street expectations for fiscal first-quarter earnings Thursday, but cut its full-year earnings guidance, citing a “dynamic macroenvironment.”

As the company navigates tariffs and fears about a slowing U.S. economy, CEO Calvin McDonald said in a news release that “we intend to leverage our strong financial position and competitive advantages to play offense, while we continue to invest in the growth opportunities in front of us.”




He said on a conference call with analysts that he is “not happy” with U.S. growth and said U.S. consumers are being cautious and intentional about their buying decisions.

Chief Financial Officer Meghan Frank added on the call that the brand is planning to take “strategic price increases, looking item by item across our assortment,” to mitigate the effect of tariffs.

“It will be price increases on a small portion of our assortments, and they will be modest in nature,” she said, adding that those hikes will start rolling out toward the second half of the current quarter and into the third quarter.

Shares of the apparel company plunged about 20% on Friday.

Here’s how the company did for its first quarter compared with what Wall Street was expecting for the quarter ended May 4, based on a survey of analysts by LSEG:

• Earnings per share: $2.60 vs. $2.58 expected
• Revenue: $2.37 billion vs. $2.36 billion expected

The company cut its full-year earnings guidance. It expects its full-year earnings per share to be between $14.58 to $14.78. Previously, it expected full-year earnings per share to be in the range of $14.95 to $15.15 for the year. Analysts anticipated earnings per share of $14.89, according to LSEG.

Lululemon’s report comes after a string of retailers reduced or withdrew their guidance and said they would hike prices because of uncertainty surrounding President Donald Trump’s tariff regime. Retailers including Abercrombie & Fitch and Macy’s slashed their profit outlooks, while others, including American Eagle Outfitters pulled their full-year guidance altogether.

Among Lululemon’s rivals in the athleticwear category specifically, Gap, which owns athleisure brand Athleta, reported last week that it expects tariffs to impact its business by $100 million to $150 million. Nike told CNBC last month it would begin raising prices on a wide range of products, though it did not specify whether tariffs were the reason for the hikes.

On Thursday’s earnings call, McDonald acknowledged the uncertainty that tariffs have brought on the business, but said he believes the brand is “better positioned than most” to navigate the current environment.

Lululemon reported net income for the fiscal first quarter of $314 million, or $2.60 per share, compared with a net income of $321 million, or $2.54 per share, a year earlier.

First-quarter revenue rose to $2.37 billion, up from about $2.21 billion during the same period in 2024.

Lululemon expects second-quarter revenue to total between $2.54 billion and $2.56 billion. It also anticipates full-year fiscal 2025 revenue to be $11.15 billion to $11.3 billion — unchanged from its last forecast. Wall Street analysts were expecting revenue of $2.56 billion for the second quarter and $11.24 billion for the full year, according to LSEG.

The activewear company expects to post earnings per share in the range of $2.85 to $2.90 for the second quarter, compared to Wall Street’s expectation of $3.29, according to LSEG.

Frank said on the earnings call that the company’s outlook assumes the current 30% incremental tariff on China and an incremental 10% levy on the remaining countries where the retailer sources from.

During 2024, 40% of Lululemon’s products were manufactured in Vietnam, 17% in Cambodia, 11% in Sri Lanka, 11% in Indonesia, 7% in Bangladesh and the remainder in other regions, according to the company’s annual report. Lululemon does not own or operate any manufacturing facilities and relies on suppliers to produce and provide fabrics for its products, according to the report.

Comparable sales rose 1% year over year for the quarter, compared to the 3% Wall Street was anticipating, according to StreetAccount. That number includes a 2% decrease in the Americas and a 6% increase internationally.

Gross margin was 58.3%, ahead of the 57.7% that analysts had expected, according to StreetAccount.

Bought 1 call @ 48.50 of LULU 01/15/2027 300.00 C

 

[BassNBrew]

Here's the full story....over reaction IMO. Dropped guidance 2.5%, down 20%.

Lululemon beat Wall Street expectations for fiscal first-quarter earnings Thursday, but cut its full-year earnings guidance, citing a “dynamic macroenvironment.”

As the company navigates tariffs and fears about a slowing U.S. economy, CEO Calvin McDonald said in a news release that “we intend to leverage our strong financial position and competitive advantages to play offense, while we continue to invest in the growth opportunities in front of us.”




He said on a conference call with analysts that he is “not happy” with U.S. growth and said U.S. consumers are being cautious and intentional about their buying decisions.

Chief Financial Officer Meghan Frank added on the call that the brand is planning to take “strategic price increases, looking item by item across our assortment,” to mitigate the effect of tariffs.

“It will be price increases on a small portion of our assortments, and they will be modest in nature,” she said, adding that those hikes will start rolling out toward the second half of the current quarter and into the third quarter.

Shares of the apparel company plunged about 20% on Friday.

Here’s how the company did for its first quarter compared with what Wall Street was expecting for the quarter ended May 4, based on a survey of analysts by LSEG:

• Earnings per share: $2.60 vs. $2.58 expected
• Revenue: $2.37 billion vs. $2.36 billion expected

The company cut its full-year earnings guidance. It expects its full-year earnings per share to be between $14.58 to $14.78. Previously, it expected full-year earnings per share to be in the range of $14.95 to $15.15 for the year. Analysts anticipated earnings per share of $14.89, according to LSEG.

Lululemon’s report comes after a string of retailers reduced or withdrew their guidance and said they would hike prices because of uncertainty surrounding President Donald Trump’s tariff regime. Retailers including Abercrombie & Fitch and Macy’s slashed their profit outlooks, while others, including American Eagle Outfitters pulled their full-year guidance altogether.

Among Lululemon’s rivals in the athleticwear category specifically, Gap, which owns athleisure brand Athleta, reported last week that it expects tariffs to impact its business by $100 million to $150 million. Nike told CNBC last month it would begin raising prices on a wide range of products, though it did not specify whether tariffs were the reason for the hikes.

On Thursday’s earnings call, McDonald acknowledged the uncertainty that tariffs have brought on the business, but said he believes the brand is “better positioned than most” to navigate the current environment.

Lululemon reported net income for the fiscal first quarter of $314 million, or $2.60 per share, compared with a net income of $321 million, or $2.54 per share, a year earlier.

First-quarter revenue rose to $2.37 billion, up from about $2.21 billion during the same period in 2024.

Lululemon expects second-quarter revenue to total between $2.54 billion and $2.56 billion. It also anticipates full-year fiscal 2025 revenue to be $11.15 billion to $11.3 billion — unchanged from its last forecast. Wall Street analysts were expecting revenue of $2.56 billion for the second quarter and $11.24 billion for the full year, according to LSEG.

The activewear company expects to post earnings per share in the range of $2.85 to $2.90 for the second quarter, compared to Wall Street’s expectation of $3.29, according to LSEG.

Frank said on the earnings call that the company’s outlook assumes the current 30% incremental tariff on China and an incremental 10% levy on the remaining countries where the retailer sources from.

During 2024, 40% of Lululemon’s products were manufactured in Vietnam, 17% in Cambodia, 11% in Sri Lanka, 11% in Indonesia, 7% in Bangladesh and the remainder in other regions, according to the company’s annual report. Lululemon does not own or operate any manufacturing facilities and relies on suppliers to produce and provide fabrics for its products, according to the report.

Comparable sales rose 1% year over year for the quarter, compared to the 3% Wall Street was anticipating, according to StreetAccount. That number includes a 2% decrease in the Americas and a 6% increase internationally.

Gross margin was 58.3%, ahead of the 57.7% that analysts had expected, according to StreetAccount.

Bought 1 call @ 48.50 of LULU 01/15/2027 300.00 C

That seems expensive to me. Please correct me where I'm wrong here.

If LULU trades at $370, the option's intrinsic value is $70 (370 - 300), so the total value would be $7,000, giving you a gain of $2,150.

If you bought 18.4 shares right now ($4850 / $264) and it moved to $370 you would make $1950.

You are wagering $4850 to make $200 and need the stock to go up 40% just to hit that number.

Hopefully I'm missing something here, otherwise I would sell those calls at first available opportunity.

 

[kevzilla]

investors with level heads

Whew. Thought you were talking about me for a minute.

Real talk: Up a pile on the $2.35 tranche, but gonna hang out until at least until the $3.40 tranche can be moved, maybe longer. My Alphamin liquidation has me at 23% cash already, and I'm dragging my feet on research.

 

[The Z Machine]

ALPHAMOOOOOON

 

[NajehHejan]

Here's the full story....over reaction IMO. Dropped guidance 2.5%, down 20%.

Lululemon beat Wall Street expectations for fiscal first-quarter earnings Thursday, but cut its full-year earnings guidance, citing a “dynamic macroenvironment.”

As the company navigates tariffs and fears about a slowing U.S. economy, CEO Calvin McDonald said in a news release that “we intend to leverage our strong financial position and competitive advantages to play offense, while we continue to invest in the growth opportunities in front of us.”




He said on a conference call with analysts that he is “not happy” with U.S. growth and said U.S. consumers are being cautious and intentional about their buying decisions.

Chief Financial Officer Meghan Frank added on the call that the brand is planning to take “strategic price increases, looking item by item across our assortment,” to mitigate the effect of tariffs.

“It will be price increases on a small portion of our assortments, and they will be modest in nature,” she said, adding that those hikes will start rolling out toward the second half of the current quarter and into the third quarter.

Shares of the apparel company plunged about 20% on Friday.

Here’s how the company did for its first quarter compared with what Wall Street was expecting for the quarter ended May 4, based on a survey of analysts by LSEG:

• Earnings per share: $2.60 vs. $2.58 expected
• Revenue: $2.37 billion vs. $2.36 billion expected

The company cut its full-year earnings guidance. It expects its full-year earnings per share to be between $14.58 to $14.78. Previously, it expected full-year earnings per share to be in the range of $14.95 to $15.15 for the year. Analysts anticipated earnings per share of $14.89, according to LSEG.

Lululemon’s report comes after a string of retailers reduced or withdrew their guidance and said they would hike prices because of uncertainty surrounding President Donald Trump’s tariff regime. Retailers including Abercrombie & Fitch and Macy’s slashed their profit outlooks, while others, including American Eagle Outfitters pulled their full-year guidance altogether.

Among Lululemon’s rivals in the athleticwear category specifically, Gap, which owns athleisure brand Athleta, reported last week that it expects tariffs to impact its business by $100 million to $150 million. Nike told CNBC last month it would begin raising prices on a wide range of products, though it did not specify whether tariffs were the reason for the hikes.

On Thursday’s earnings call, McDonald acknowledged the uncertainty that tariffs have brought on the business, but said he believes the brand is “better positioned than most” to navigate the current environment.

Lululemon reported net income for the fiscal first quarter of $314 million, or $2.60 per share, compared with a net income of $321 million, or $2.54 per share, a year earlier.

First-quarter revenue rose to $2.37 billion, up from about $2.21 billion during the same period in 2024.

Lululemon expects second-quarter revenue to total between $2.54 billion and $2.56 billion. It also anticipates full-year fiscal 2025 revenue to be $11.15 billion to $11.3 billion — unchanged from its last forecast. Wall Street analysts were expecting revenue of $2.56 billion for the second quarter and $11.24 billion for the full year, according to LSEG.

The activewear company expects to post earnings per share in the range of $2.85 to $2.90 for the second quarter, compared to Wall Street’s expectation of $3.29, according to LSEG.

Frank said on the earnings call that the company’s outlook assumes the current 30% incremental tariff on China and an incremental 10% levy on the remaining countries where the retailer sources from.

During 2024, 40% of Lululemon’s products were manufactured in Vietnam, 17% in Cambodia, 11% in Sri Lanka, 11% in Indonesia, 7% in Bangladesh and the remainder in other regions, according to the company’s annual report. Lululemon does not own or operate any manufacturing facilities and relies on suppliers to produce and provide fabrics for its products, according to the report.

Comparable sales rose 1% year over year for the quarter, compared to the 3% Wall Street was anticipating, according to StreetAccount. That number includes a 2% decrease in the Americas and a 6% increase internationally.

Gross margin was 58.3%, ahead of the 57.7% that analysts had expected, according to StreetAccount.

Bought 1 call @ 48.50 of LULU 01/15/2027 300.00 C

That seems expensive to me. Please correct me where I'm wrong here.

If LULU trades at $370, the option's intrinsic value is $70 (370 - 300), so the total value would be $7,000, giving you a gain of $2,150.

If you bought 18.4 shares right now ($4850 / $264) and it moved to $370 you would make $1950.

You are wagering $4850 to make $200 and need the stock to go up 40% just to hit that number.

Hopefully I'm missing something here, otherwise I would sell those calls at first available opportunity.

Very short term hold - looking to flip for 20% gain - hopefully within a few weeks

 

[General Malaise]

ALPHAMOOOOOON

One day. Maybe.

Fantasy is that the UAE investors who just bought 56% of the company at a discount will want to buy it all. The remaining shareholders have to agree by vote by more than 75% to any futures bids for the company. Our firm ain't voting their shares away at anything less than a premium from here.....say $1.20 US, which isn't the promise land nor the moon but would make my modest net worth a little less modest. And the UAE can afford it, this is a rounding error for their IRH Fund.

Currently, the tin ore taken out of the mines in The DRC is largely getting shipped back to China who controls the worlds processing. Well, that's about to change as the new investors want control of the tin and will open their own processing facility. How does that happen? It happens by purchasing the entire company, which is what they're after here.

 

[pecorino]

Bought 30 calls @ .14 of PLUG 1/15/27 5 C

Should be easy money, stock is about to bust back through $1. Way oversold. Even though green stocks are out of favor, they will bounce back.

I like that they are cheap and very long dated. Not a fan, however, that if the stock quadruples in 18 months this will still be worthless. Hope you hit a home run. A ten-bagger on PLUG would make this $400 investment worth $15000.

 

[BassNBrew]

I'm going to burn in hades for this one...

Movies You Never Get Tired of Watching (8 Viewers)

• Klimtology
• Yesterday at 8:32 AM

Bassnbrew Replay

The Big Short
Wall Street
The Wolf on Wall Street

 

[Desert_Power]

I'm going to burn in hades for this one...

Movies You Never Get Tired of Watching (8 Viewers)

• Klimtology
• Yesterday at 8:32 AM

Bassnbrew Replay

The Big Short
Wall Street
The Wolf on Wall Street

Margin Call fans feel shorted here.

 

[BassNBrew]

AMD and USMC are making today look promising.

 

[McBokonon]

Bought some RKLB shares for a one day gamble

This has gone well. Sold half for 12% gain, probably close the rest by end of day.

 

[Bob Sacamano]

I'm going to burn in hades for this one...

Movies You Never Get Tired of Watching (8 Viewers)

• Klimtology
• Yesterday at 8:32 AM

Bassnbrew Replay

The Big Short
Wall Street
The Wolf on Wall Street

Margin Call fans feel shorted here.

Boiler Room?

 

[Sand]

Is AI fundamentally limited?

Apple Researchers Just Released a Damning Paper That Pours Water on the Entire AI Industry

Researchers at Apple have released a damning paper that throws cold water on the "reasoning" capabilities of modern AIs.

futurism.com

 

[MTskibum]

Is AI fundamentally limited?

Apple Researchers Just Released a Damning Paper That Pours Water on the Entire AI Industry

Researchers at Apple have released a damning paper that throws cold water on the "reasoning" capabilities of modern AIs.

futurism.com

I read that report, but it is not as bad as it first appears.

The study proved once a problem gets too complex, even the reasoning models do terrible.

But that is just engineering challenges and that can be overcome.

I am still extremely negative on LLM going forward, but I don't think that is the death knell.

 

[pecorino]

Bought 30 calls @ .14 of PLUG 1/15/27 5 C

Should be easy money, stock is about to bust back through $1. Way oversold. Even though green stocks are out of favor, they will bounce back.

I like that they are cheap and very long dated. Not a fan, however, that if the stock quadruples in 18 months this will still be worthless. Hope you hit a home run. A ten-bagger on PLUG would make this $400 investment worth $15000.

Pretty good call so far. Nearly doubled in a week.

 

[BassNBrew]

Taking very small nibbles at Archer Aviation, Joby, and Draganfly from a technical and drone standpoint. By small I mean $100 in each. Want them on the board to track and I expect to add on draw backs.

 

[Berlin]

Taking very small nibbles at Archer Aviation, Joby, and Draganfly from a technical and drone standpoint. By small I mean $100 in each. Want them on the board to track and I expect to add on draw backs.

Any $ONDS interest?

 

[McBokonon]

starting a position in $GRAB today

 

[JB Breakfast Club]

Add GTLB on tomorrow's dip?

 

[Irish3]

Add GTLB on tomorrow's dip?

Strong buy, made this rec about 2 weeks ago as well, along with a few others.

 

[BassNBrew]

Taking very small nibbles at Archer Aviation, Joby, and Draganfly from a technical and drone standpoint. By small I mean $100 in each. Want them on the board to track and I expect to add on draw backs.

Any $ONDS interest?

Not sure they are funded well enough to survive to profitability. Below will drag the price down. Disagree?

Ondas (ONDS) Holdings has priced its underwritten public offering of 22,400,000 shares of its common stock, or in lieu of common stock, pre-funded warrants to purchase up to 9,600,000 shares of its common stock, at an exercise price of $0.0001 per share. The public offering price of each share of common stock is $1.25 and the offering price of each pre-funded warrant is $1.25, minus $0.0001, which is the per share exercise price of the pre-funded warrant. The pre-funded warrants are exercisable immediately and will expire three years from the date of issuance. Ondas expects the gross proceeds from this offering to be approximately $40.0 million, before deducting the underwriting discount and other estimated offering expenses. Ondas intends to use the net proceeds from this offering for general corporate purposes, including funding capital expenditures and providing working capital. Ondas has granted the underwriter a 30-day option to purchase up to 4,800,000 additional shares of its common stock. Ondas expects to close the offering, subject to the satisfaction of customary conditions, on or about June 11, 2025. Oppenheimer & Co. Inc. is acting as the sole underwriter for the offering.

 

[identikit]

Taking very small nibbles at Archer Aviation, Joby, and Draganfly from a technical and drone standpoint. By small I mean $100 in each. Want them on the board to track and I expect to add on draw backs.

Still holding on to a chunk of ACHR...

Sold half when I made a quickish 30%

 

[Desert_Power]

BYD doing some type of split? BYDDF looking odd in Merrill this morning.

 

[The Z Machine]

BYD doing some type of split? BYDDF looking odd in Merrill this morning.

Huh, I'm on BYDDY, not BYDDF. I don't know what the difference is...

 

[Orange&Blue]

China deal appears to be a 55% tariff on 16% of our imports. guess the market can settle down with this "agreement", but I don't see how it helps the average American.

 

[The Z Machine]

China deal appears to be a 55% tariff on 16% of our imports. guess the market can settle down with this "agreement", but I don't see how it helps the average American.

You're saying the US will apply 55% tariff on all COO = China products? And those COO = China products are 16% of all imports to the USA?

 

[Orange&Blue]

China deal appears to be a 55% tariff on 16% of our imports. guess the market can settle down with this "agreement", but I don't see how it helps the average American.

You're saying the US will apply 55% tariff on all COO = China products? And those COO = China products are 16% of all imports to the USA?

i rechecked my data...china is 14%.

United States Imports By Country

Trading Economics provides data for 20 million economic indicators from 196 countries including actual values, consensus figures, forecasts, historical time series and news. United States Imports By Country - was last updated on Wednesday, June 11, 2025.

tradingeconomics.com

 

[Sand]

China deal appears to be a 55% tariff on 16% of our imports. guess the market can settle down with this "agreement", but I don't see how it helps the average American.

It's multifaceted. There will be onshoring of manufacturing due to this. The question is how much. So it will help some average Americans (and hurt others), but how much of each and whether the balance is net positive or negative remains to be seen.

On some of this stuff, like rare earths, the US is better off developing native supplies just due to national security. It is something that can be weaponized, so at some point it will be weaponized.

 

[General Malaise]

China deal appears to be a 55% tariff on 16% of our imports. guess the market can settle down with this "agreement", but I don't see how it helps the average American.

It's multifaceted. There will be onshoring of manufacturing due to this. The question is how much. So it will help some average Americans (and hurt others), but how much of each and whether the balance is net positive or negative remains to be seen.

On some of this stuff, like rare earths, the US is better off developing native supplies just due to national security. It is something that can be weaponized, so at some point it will be weaponized.

There are native supplies of some REE here; what we need to figure out and build yesterday is processing facilities, which are not so easy to cobble together, but very necessary for strategic reasons.

I'll continue to bang the drum on other critical metals that aren't getting talked about as much - things like germanium, antimony and tungsten are all very critical metals for military purposes. And we don't have enough supply of these metals, so if we want to continue a strong military with the right ammo and machines and technology, we better figure this part out as well because China isn't going to play nice.

 

[Sand]

I'll continue to bang the drum on other critical metals that aren't getting talked about as much - things like germanium, antimony and tungsten are all very critical metals for military purposes. And we don't have enough supply of these metals, so if we want to continue a strong military with the right ammo and machines and technology, we better figure this part out as well because China isn't going to play nice.

Tungsten is a byproduct of molybdenum mining, so there we need moly deposits. I don't know if we have any, to be honest. We could use supplies of both metals.

 

[Sparky Polastri]

China deal appears to be a 55% tariff on 16% of our imports. guess the market can settle down with this "agreement", but I don't see how it helps the average American.

On "average". It doesn't. Yeah, there will be some small subset of industry that is helped some, but until the net cost is CHEAPER here in the US, this "bring manufacturing back" stuff is mostly words. Things don't get cheaper here with a tariff like this. They get cheaper here with government subsidies and/or legislation. When Congress starts writing legislative packages encouraging and footing the bill for homeland manufacturing, then we can start the discussion. Until then, it's pointless.

 

[General Malaise]

I'll continue to bang the drum on other critical metals that aren't getting talked about as much - things like germanium, antimony and tungsten are all very critical metals for military purposes. And we don't have enough supply of these metals, so if we want to continue a strong military with the right ammo and machines and technology, we better figure this part out as well because China isn't going to play nice.

Tungsten is a byproduct of molybdenum mining, so there we need moly deposits. I don't know if we have any, to be honest. We could use supplies of both metals.

You got this flipped. Molybdenum is a byproduct of Tungsten mining. There's open pit mining of Tungsten where China dominates production. Vietnam, Russia, North Korea also global producers, which underscores the need to find a domestic source or a domestic company that can process raw material along with a friendly mining jurisdiction (Portugal, Spain, South Korea).

Almonty Industries is the way we're playing it - their CEO is a very charismatic fella if you're interested in learning more.

 

[The Z Machine]

China deal appears to be a 55% tariff on 16% of our imports. guess the market can settle down with this "agreement", but I don't see how it helps the average American.

On "average". It doesn't. Yeah, there will be some small subset of industry that is helped some, but until the net cost is CHEAPER here in the US, this "bring manufacturing back" stuff is mostly words. Things don't get cheaper here with a tariff like this. They get cheaper here with government subsidies and/or legislation. When Congress starts writing legislative packages encouraging and footing the bill for homeland manufacturing, then we can start the discussion. Until then, it's pointless.

Things could also get cheaper if the dollar slides vs. other currencies. Cost of labor goes down, cost of space goes down.

 

[Pigskin Fanatic]

for these two tickers, would you consider them trades or long term holds? was able to pick up some shares near the bottom on both and both will hit +10-20% fairly quickly long before they're long term gain.

$QCOM - will likely unload due to heavy exposure long in this space already without it
$GTLB - could be a lagger for a bit due to guidance, but asking now just in case they make a quick turnaround

thanks gbs.

 

[BassNBrew]

for these two tickers, would you consider them trades or long term holds? was able to pick up some shares near the bottom on both and both will hit +10-20% fairly quickly long before they're long term gain.

$QCOM - will likely unload due to heavy exposure long in this space already without it
$GTLB - could be a lagger for a bit due to guidance, but asking now just in case they make a quick turnaround

thanks gbs.

I'm looking to establish a long term position in QCOM.

 

[McBokonon]

Might get some sales in the morning.

 

[Orange&Blue]

knew i should have sold some stock earlier this week. damnit

 

[JB Breakfast Club]

ADBE beat across the board, raised projections, and sank 6%. I'm confused.

 

[McBokonon]

ADBE beat across the board, raised projections, and sank 6%. I'm confused.

I added. I started buying in April. They're doing fine, just need sentiment to turn around.

 

[Sand]

Defense stocks are a darn good group to own today.

 

[General Malaise]

Defense stocks are a darn good group to own today.

Uranium too.

Sprott Physical Uranium Trust closed at a 0.20% premium to spot price. That's been a long long long time coming.

 

[identikit]

Defense stocks are a darn good group to own today.

Uranium too.

Sprott Physical Uranium Trust closed at a 0.20% premium to spot price. That's been a long long long time coming.

Looks like Iran will need some more

 

[General Malaise]

Iran striking back at Israel. Dow off 700.