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Stock Thread (15 Viewers)

Runkle said:
Buckna said:
Not sure why but UWMC up 11% today, some heavy volume buying. A nice surprise
Click to expand...

Probably this:

UWM Holdings Revenues and Earnings Beat Expectations​

Revenue exceeded analyst estimates by 35%. Earnings per share (EPS) also surpassed analyst estimates by 57%.

Looking ahead, revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Diversified Financial industry in the US.

The company's shares are up 8.4% from a week ago.
Click to expand...
Click to expand...

That was last week, there was no news today. There were heavy block trades at the close pushing the stock up over 11% in one day four days after earnings and after it gave back much of those gains that day. They were 2.5x their normal volume today, that could indicate some institutions are taking notice after the surprise earnings beat or it could just be a coincidence.

Buckna said:
UWMC with a surprisingly good quarter and guided higher. I assumed they would be pretty ho-hum again considering how slow the housing market continues to be. But since rates are somewhat similar to 3 months ago it makes sense their mark to market on servicing rights didn't kill them this quarter like it did the last two. Nice little surprise to go with BROS today :thumbup:
Click to expand...
 
Buckna said:
Runkle said:
Buckna said:
Not sure why but UWMC up 11% today, some heavy volume buying. A nice surprise
Click to expand...

Probably this:

UWM Holdings Revenues and Earnings Beat Expectations​

Revenue exceeded analyst estimates by 35%. Earnings per share (EPS) also surpassed analyst estimates by 57%.

Looking ahead, revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Diversified Financial industry in the US.

The company's shares are up 8.4% from a week ago.
Click to expand...
Click to expand...

That was last week, there was no news today. There were heavy block trades at the close pushing the stock up over 11% in one day four days after earnings and after it gave back much of those gains that day. They were 2.5x their normal volume today, that could indicate some institutions are taking notice after the surprise earnings beat or it could just be a coincidence.

Buckna said:
UWMC with a surprisingly good quarter and guided higher. I assumed they would be pretty ho-hum again considering how slow the housing market continues to be. But since rates are somewhat similar to 3 months ago it makes sense their mark to market on servicing rights didn't kill them this quarter like it did the last two. Nice little surprise to go with BROS today :thumbup:
Click to expand...
Click to expand...
Another 8% as of this post, some big 800K & 600K share buys this morning. Someone is definitely accumulating!
 
Buckna said:
Buckna said:
Runkle said:
Buckna said:
Not sure why but UWMC up 11% today, some heavy volume buying. A nice surprise
Click to expand...

Probably this:

UWM Holdings Revenues and Earnings Beat Expectations​

Revenue exceeded analyst estimates by 35%. Earnings per share (EPS) also surpassed analyst estimates by 57%.

Looking ahead, revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Diversified Financial industry in the US.

The company's shares are up 8.4% from a week ago.
Click to expand...
Click to expand...

That was last week, there was no news today. There were heavy block trades at the close pushing the stock up over 11% in one day four days after earnings and after it gave back much of those gains that day. They were 2.5x their normal volume today, that could indicate some institutions are taking notice after the surprise earnings beat or it could just be a coincidence.

Buckna said:
UWMC with a surprisingly good quarter and guided higher. I assumed they would be pretty ho-hum again considering how slow the housing market continues to be. But since rates are somewhat similar to 3 months ago it makes sense their mark to market on servicing rights didn't kill them this quarter like it did the last two. Nice little surprise to go with BROS today :thumbup:
Click to expand...
Click to expand...
Another 8% as of this post, some big 800K & 600K share buys this morning. Someone is definitely accumulating!
Click to expand...
Lower float stocks easier to box IMO.
 
Picked up some $MD today, been on my watch list for a while after reading some scoop about it. Publicly traded specialty physicians practice. A successful one. Good profits/cash flow last 2 years and expecting those numbers to increase this year.
 
UAMY CEO Gary Evans just finished a live interview on Bloomberg. Not sure if I can find it, but it was really well done with great questions and Evans did a fantastic job. UAMY was red before the interview, wiggling to green. I might jump back into this thing for a 3rd time.

The shortage of antimony is a real problem for this country. We depleted our reserves supporting other country's wars and China has cut us off completely. He said not only is the DOD interested in taking any supply UAMY produces, but he's got a dozen or more industrial companies that are lining up for their production.

They still need permits in place yesterday (in Alaska and I think Montana) and could really use some love from the current administration (which partnered with MP recently for REE) but I think they are the only domestic producer around and there's wind at their backs with all the attention being paid to critical metal and mineral shortages here.
 
Bought $ASML here just before close, been waiting for a bounce. This may be it. Happy to add more if it dips lower. Bullish long term on this one.
 
Last edited:
Nice day when AMD (+5%) and UWMC (+10%) make up 18% of your portfolio.

Giving strong consideration to swapping the 20 shares of AMD I added two weeks ago that are up 15% to Nvadia.

Also Coreweave's lock up period is expiring Thursday evening. Any thoughts on how this will play out?
 
BassNBrew said:
Nice day when AMD (+5%) and UWMC (+10%) make up 18% of your portfolio.

Giving strong consideration to swapping the 20 shares of AMD I added two weeks ago that are up 15% to Nvadia.

Also Coreweave's lock up period is expiring Thursday evening. Any thoughts on how this will play out?
Click to expand...
The reason I like ASML (which I realize now that I typo'd earlier and just fixed :bag:) is that they make the machines that Nvidia and other chip makers use to produce the chips. Seems like easy money. But that said, I don't see the Nvidia train stopping any time soon either.
 
BassNBrew said:
Nice day when AMD (+5%) and UWMC (+10%) make up 18% of your portfolio.

Giving strong consideration to swapping the 20 shares of AMD I added two weeks ago that are up 15% to Nvadia.

Also Coreweave's lock up period is expiring Thursday evening. Any thoughts on how this will play out?
Click to expand...


Afraid I don't know a thing about the bolded

Cliffs notes, anyone?
 
identikit said:
BassNBrew said:
Nice day when AMD (+5%) and UWMC (+10%) make up 18% of your portfolio.

Giving strong consideration to swapping the 20 shares of AMD I added two weeks ago that are up 15% to Nvadia.

Also Coreweave's lock up period is expiring Thursday evening. Any thoughts on how this will play out?
Click to expand...


Afraid I don't know a thing about the bolded

Cliffs notes, anyone?
Click to expand...
All the insiders granted options are about to be able to cash in. This is driving the price down as there is expected to be a lot of people exercising and selling.
 
BROS wait!

but not all red because i just passed double on some material penny stock i read about in some message board and won't say what it is because you know every putt that someone early calls always misses. wowsers and thank you poster for even mentioning it when i actually had funds on hand. timing is everything.

CRM giving me heartburns, but willing to sit on that one for a year or two.
 
General Malaise said:
UAMY CEO Gary Evans just finished a live interview on Bloomberg. Not sure if I can find it, but it was really well done with great questions and Evans did a fantastic job. UAMY was red before the interview, wiggling to green. I might jump back into this thing for a 3rd time.

The shortage of antimony is a real problem for this country. We depleted our reserves supporting other country's wars and China has cut us off completely. He said not only is the DOD interested in taking any supply UAMY produces, but he's got a dozen or more industrial companies that are lining up for their production.

They still need permits in place yesterday (in Alaska and I think Montana) and could really use some love from the current administration (which partnered with MP recently for REE) but I think they are the only domestic producer around and there's wind at their backs with all the attention being paid to critical metal and mineral shortages here.
Click to expand...
Also IN.
Thanks (y)
 
General Malaise said:
McBokonon said:
General Malaise said:
this one could easily be another CYDY or whatever that thing was. I like to think the management is much better than that one
Click to expand...
Does this management openly commit obvious crimes on a near-weekly basis like CYDY's did? Because if not, we're already doing much better here.

speaking of, where's @chet these days?
Click to expand...

So far, no! There's a retired asset manager who was with Sprott back in the day that's out there banging the drum on this thing. We've talked to him a few times and he's crazy about this company and has a big position - 18 million shares and if you listen to him hype this thing, he thinks it's going to $80. For anybody following, here's his Twitter info. https://x.com/BambroughKevin
Click to expand...

So this Kevin fella has loaded up his RV and his driving to Manhattan, KS to check out the company in person. There's a grass-roots push to get this guy on the Joe Rogan podcast....will that eventuate? Who knows, but this is an interesting guy to follow for those who invested.

And the company issued this press release today:

VANCOUVER, British Columbia, Aug. 14, 2025 (GLOBE NEWSWIRE) -- HydroGraph Inc. (CSE: HG) (OTCQB: HGRAF) (“HydroGraph”), a leading producer of ultra-pure graphene, today announced its role in a new lung cancer screening product underpinning a collaboration between Hawkeye Bio (Torrance, California) and Ease Healthcare (Pasadena, California). Under a new commercialization agreement, Ease Healthcare will market the LEAP (Lung Enzyme Activity Profile) early detection test that incorporates HydroGraph’s patented fractal graphene.

LEAP is a non-invasive, radiation-free, and highly sensitive blood test designed to detect early signs of lung cancer, even in asymptomatic patients, and across all subtypes. Initially targeting high-risk populations including older smokers, military personnel, firefighters, and first responders, the test has demonstrated a 99.8% negative predictive value, significantly improving early detection outcomes.

HydroGraph’s explosion synthesis technology produces ultra-pure graphene that forms the foundation of Hawkeye Bio’s patented biosensor which measures enzymatic activity associated with inflammatory disease—a key biomarker in early-stage cancer detection.

“This partnership underscores the medical potential of high-purity graphene,” said Kjirstin Breure, President and CEO of HydroGraph. “Our ability to deliver graphene at scale supports groundbreaking diagnostics like Hawkeye’s biosensors and Ease’s LEAP test, ultimately saving lives through earlier detection and intervention.”
Click to expand...
 
I've been accumulating UNH for the past month, expecting a long, slow climb back. Debating cashing in for a quick trade instead...didn't expect a Buffet pop. Guess I ride with him a while?
 
  • Picked up LLY and ADBE this AM.
  • Looking to add to my CRCL position, going to check it mid-day. SUPER bullish on CRCL. If traditional finance world goes full steam ahead with crypto innovation, you're going to want CRCL in your port. #NFA
  • Also added to a gamble play, GDRZF, who is looking to benefit bigly from the Citgo auction. Dipped today bc a hearing got postponed. I'm looking for this to go to the $10-20 range. Currently at 2.50.
 
JB Breakfast Club said:
I've been accumulating UNH for the past month, expecting a long, slow climb back. Debating cashing in for a quick trade instead...didn't expect a Buffet pop. Guess I ride with him a while?
Click to expand...
I'm in the same boat. Not trying to brag (in fact, I believe I am still a bit underwater on UNH) but I've accumulated 100 shares so instead of trimming, I sold a covered call before close yesterday. If you have 100 shares, that's one way to hedge and raise some premium without selling.
 
Heard a convincing take on D (Dominion Energy) from Josh-what's-his-name on CNBC last week as an AI play. They provide a good chunk of the energy in the region of Virginia where a high percentage of the nation's AI computing power is needed. Pays a dividend and looks like a safe play but also with some growth. I may buy some on Monday at $61 or thereabouts.
 
pecorino said:
Heard a convincing take on D (Dominion Energy) from Josh-what's-his-name on CNBC last week as an AI play. They provide a good chunk of the energy in the region of Virginia where a high percentage of the nation's AI computing power is needed. Pays a dividend and looks like a safe play but also with some growth. I may buy some on Monday at $61 or thereabouts.
Click to expand...

Brown, I think. My good friend is named Josh and also used to (and may still be) a broadcast journalist at CNBC, so you got me excited for a moment there.
 
I will double post this in 2 threads, since it is related to my theory of a giant bubble.



Despite $30–40 billion in enterprise investment into GenAI, this report uncovers a surprising result in that 95% of organizations are getting zero return. The outcomes are so starkly divided across both buyers (enterprises, mid-market, SMBs) and builders (startups, vendors, consultancies) that we call it the GenAI Divide. Just 5% of integrated AI pilots are extracting millions in value, while the vast majority remain stuck with no measurable P&L impact. This divide does not seem to be driven by model quality or regulation, but seems to be determined by approach.
Click to expand...



NANDA - The Internet of AI Agents

NANDA: The Internet of AI Agents - Pioneering the Future of Agentic Web from MIT Media Lab
nanda.media.mit.edu nanda.media.mit.edu
 
MTskibum said:
I will double post this in 2 threads, since it is related to my theory of a giant bubble.



Despite $30–40 billion in enterprise investment into GenAI, this report uncovers a surprising result in that 95% of organizations are getting zero return. The outcomes are so starkly divided across both buyers (enterprises, mid-market, SMBs) and builders (startups, vendors, consultancies) that we call it the GenAI Divide. Just 5% of integrated AI pilots are extracting millions in value, while the vast majority remain stuck with no measurable P&L impact. This divide does not seem to be driven by model quality or regulation, but seems to be determined by approach.
Click to expand...



NANDA - The Internet of AI Agents

NANDA: The Internet of AI Agents - Pioneering the Future of Agentic Web from MIT Media Lab
nanda.media.mit.edu nanda.media.mit.edu
Click to expand...
url not found
 
Closing out my First Solar position acquired March 6th for a 70% gain. I still like the stock, but to big of a risk of a sun usage tax not to bank a win.
 
BassNBrew said:
Closing out my First Solar position acquired March 6th for a 70% gain. I still like the stock, but to big of a risk of a sun usage tax not to bank a win.
Click to expand...

just asked our market intelligence platform about this...

"There is no official "sun usage tax" in the United States; however, recent federal legislation has significantly impacted solar energy incentives. The "One Big Beautiful Bill Act," passed in 2025, phases out the 30% federal tax credit for residential solar installations at the end of 2025 and imposes new restrictions and early phase-outs for commercial solar credits. Additionally, the Senate version of the bill introduces a new tax on wind and solar projects completed after December 31, 2027, if they use any Chinese components, while also offering new tax breaks for coal production. These changes have been described as a "fatal blow" to the use of tax credits that have supported solar and wind energy since 2005, and the new tax is seen as a significant threat to the renewable energy industry"
 
Bob Sacamano said:
MTskibum said:
I will double post this in 2 threads, since it is related to my theory of a giant bubble.



Despite $30–40 billion in enterprise investment into GenAI, this report uncovers a surprising result in that 95% of organizations are getting zero return. The outcomes are so starkly divided across both buyers (enterprises, mid-market, SMBs) and builders (startups, vendors, consultancies) that we call it the GenAI Divide. Just 5% of integrated AI pilots are extracting millions in value, while the vast majority remain stuck with no measurable P&L impact. This divide does not seem to be driven by model quality or regulation, but seems to be determined by approach.
Click to expand...



NANDA - The Internet of AI Agents

NANDA: The Internet of AI Agents - Pioneering the Future of Agentic Web from MIT Media Lab
nanda.media.mit.edu nanda.media.mit.edu
Click to expand...
url not found
Click to expand...


I saw the story on fortune this morning, their link is dead as well.

fortune.com

MIT report: 95% of generative AI pilots at companies are failing

There’s a stark difference in success rates between companies that purchase AI tools from vendors and those that build them internally.
fortune.com fortune.com
 
MTskibum said:
I will double post this in 2 threads, since it is related to my theory of a giant bubble.



Despite $30–40 billion in enterprise investment into GenAI, this report uncovers a surprising result in that 95% of organizations are getting zero return. The outcomes are so starkly divided across both buyers (enterprises, mid-market, SMBs) and builders (startups, vendors, consultancies) that we call it the GenAI Divide. Just 5% of integrated AI pilots are extracting millions in value, while the vast majority remain stuck with no measurable P&L impact. This divide does not seem to be driven by model quality or regulation, but seems to be determined by approach.
Click to expand...



NANDA - The Internet of AI Agents

NANDA: The Internet of AI Agents - Pioneering the Future of Agentic Web from MIT Media Lab
nanda.media.mit.edu nanda.media.mit.edu
Click to expand...
Looks like they need to spend more money to be successful.
 
Dang, Celsius +7% and Elf +6% today made it a very nice day.. Both up free rolling at +120%. TTD starting the traditional after earnings comeback.
 
BassNBrew said:
Dang, Celsius +7% and Elf +6% today made it a very nice day.. Both up free rolling at +120%. TTD starting the traditional after earnings comeback.
Click to expand...

Just wet my beak a a little bit in ELF today. Gonna keep an eye on it for a bit and maybe dabble in some more.
 
Todem said:
So I am checking out CRWV (Coreweave).

Fair value is at best 105 a share….thing is being ridden up hard right now.

I would wait till it has a crash….because it will.

Wait till this dips down into the low 60’s. Then pounce. I would even be comfortable long term adding shares in the low to mid 70’s.

Selling some way out of the money puts may also be a nice way to play it going out a maximum of 6 months on the expiration. I will have to check out the premiums first.

They have a huge competitive advantage right now in cloud infrastructure to provide automation and efficiency in managing complex AI infrastructure.

It’s a red hot stock (and a new issue at that as well). Great IP.

But it’s way overvalued here short term. We are gonna wait for a sale.

Be prudent with this one. It does have a narrow moat.

Best to wait for a fire sale on this one and then add it to your AI sector of your portfolio.
Click to expand...
In for a small nibble at $91. Will add if it continues to go down.
 
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