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Stock Thread (30 Viewers)

I’ll never understand Tesla stock recently. Horrible numbers in earnings reports but still a $1.1T market cap. Now the board is readying a potential $1T pay package for Musk to keep him motivated. Stock price goes up. It has to be a complete meme stock now where potential 50% dilution for all current shareholders is met with a green day.
 
I’ll never understand Tesla stock recently. Horrible numbers in earnings reports but still a $1.1T market cap. Now the board is readying a potential $1T pay package for Musk to keep him motivated. Stock price goes up. It has to be a complete meme stock now where potential 50% dilution for all current shareholders is met with a green day.
But robots!!
 

Jim Cramer on Dutch Bros: “I Like This Stock so Much”​

-7%
Kiss of death. Thanks, Jim!
I got lucky on this one, cleared the table this morning at $73.21. Many thanks to GM for pointing out the opportunity back in early August. This stock is starting a nice pattern of popping on earnings growth and then sinking as people digest the valuation.
 

Jim Cramer on Dutch Bros: “I Like This Stock so Much”​

-7%
Kiss of death. Thanks, Jim!
I got lucky on this one, cleared the table this morning at $73.21. Many thanks to GM for pointing out the opportunity back in early August. This stock is starting a nice pattern of popping on earnings growth and then sinking as people digest the valuation.


This is my third run at trying to do this stock right

Oy
 
Easy 10% riser in the next month: Kenvue (KVUE) hammered on a claim that Tylenol is linked to autism. The 10% drop (it was actually almost double that at the Friday low) will come back to equilibrium pretty quickly. I’ll be buying at $18.60 on Monday if it holds.

$18.86 this morning
Easy 10% riser in the next month: Kenvue (KVUE) hammered on a claim that Tylenol is linked to autism. The 10% drop (it was actually almost double that at the Friday low) will come back to equilibrium pretty quickly. I’ll be buying at $18.60 on Monday if it holds.

Got some @ $18.72
 
I need something to buy this week. Looking for high upside, don’t mind if I take an L…longest I’ll hold it is for a month or so.

Go!!!
Going to check it on open in the AM, but I'm looking at Dollar Tree $DLTR as it just dipped after earnings (positive earnings, mind you). Similar to last quarter. Dipped on earnings release, 30% runup followed. I think tariff-related inflation is driving this. And I think it's going to continue. Even if tariffs are declared illegal, I think the short-term damage is already locked in for at least another quarter or two. I think Dollar Tree is going to print.
update, still dipping:laugh: Watching for a bounce in the 86-91 range, that's where I'll look to get in.
I ended up buying some OPEN and BMNR today. Added Dollar Tree to my watch list.
I got out of OPEN this morning at $7.25. That was a quick 30% profit in less than a week!

If only they could all go this well.
 
I need something to buy this week. Looking for high upside, don’t mind if I take an L…longest I’ll hold it is for a month or so.

Go!!!
Going to check it on open in the AM, but I'm looking at Dollar Tree $DLTR as it just dipped after earnings (positive earnings, mind you). Similar to last quarter. Dipped on earnings release, 30% runup followed. I think tariff-related inflation is driving this. And I think it's going to continue. Even if tariffs are declared illegal, I think the short-term damage is already locked in for at least another quarter or two. I think Dollar Tree is going to print.
update, still dipping:laugh: Watching for a bounce in the 86-91 range, that's where I'll look to get in.
I ended up buying some OPEN and BMNR today. Added Dollar Tree to my watch list.
I got out of OPEN this morning at $7.25. That was a quick 30% profit in less than a week!

If only they could all go this well.

Still in the OPEN

+45%
 
Someone definitely doing some accumulating on UWMC again, spiked up considerably on heavy volume the last few days. Also helps that interest rates ticked down a bit last week. Stock will likely go as rates go which good luck predicting that. Also this is the slow half of the year for an already very slow housing market.
 
I wish good luck to all in $OPEN, but as a real estate broker in southern California I just see them as having overpaid for houses and now trying to sell them for less than they paid. This is completely anecdotal, but I see many vacant homes that are listed for less than what they paid. Not sure what is in their business model besides trying to flip houses that makes them a current favorite stock.
 
I wish good luck to all in $OPEN, but as a real estate broker in southern California I just see them as having overpaid for houses and now trying to sell them for less than they paid. This is completely anecdotal, but I see many vacant homes that are listed for less than what they paid. Not sure what is in their business model besides trying to flip houses that makes them a current favorite stock.
Same here in Charlotte. Best part is they bought the home next door to me for $425k and sold it for $375k 9 months later. Add to that commission, taxes, HOA dues, and fines***. Three years later they buy the same home for $492k and sit on it for a year dropping the price from $520k to $412k. After losing $75k+ on a home they repeat the same process toa $100k loss.

***their sticker on the door was a violation. They didn't remove it after notice and racked up 45 days of fines at $100 per day.
 
I wish good luck to all in $OPEN, but as a real estate broker in southern California I just see them as having overpaid for houses and now trying to sell them for less than they paid. This is completely anecdotal, but I see many vacant homes that are listed for less than what they paid. Not sure what is in their business model besides trying to flip houses that makes them a current favorite stock.
Same here in Charlotte. Best part is they bought the home next door to me for $425k and sold it for $375k 9 months later. Add to that commission, taxes, HOA dues, and fines***. Three years later they buy the same home for $492k and sit on it for a year dropping the price from $520k to $412k. After losing $75k+ on a home they repeat the same process toa $100k loss.

***their sticker on the door was a violation. They didn't remove it after notice and racked up 45 days of fines at $100 per day.
If at first you don't succeed ...
 
AREC making a comeback today

+15%


American Resources Says Refining Unit Receives $2 Million Defense Award for Rare Earth Refining
MT NEWSWIRES

Sep-09-2025 9:40 a.m. ET

09:40 AM EDT, 09/09/2025 (MT Newswires) -- American Resources (AREC) said Tuesday that its unit ReElement Technologies has received a $2 million award from the US Department of Defense (DoD) to expand domestic refining capacity for rare earth elements used in defense applications.

The funding, provided by the DoD's Industrial Base Analysis and Sustainment program, will support ReElement's chromatographic separation platform, which aims to establish a fully domestic and allied supply chain for rare earth purification, the company said.

Shares of the company were up more than 12% in recent early Tuesday trading.

Price: 2.01, Change: +0.18, Percent Change: +9.62
 
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Oracle popped 20%.

It makes me think of SMCI and their CEO talking about revenue 5 years down the road even as they missed numbers. Oracle missed earnings and revenue but is up 20%+.

Seeing as how Oracle’s revenue is about $57B now and two years ago it was $50B, it’s weird that their cloud revenue is up to $18B this year when they’re revenue growth for the past two years is $11B less.

Makes me thing they are converting revenue/RPO from existing clients and just calling it AI/Cloud now.

Interesting that in 2 years their revenue is up 15% but the stock price is up 170% (AHs) in that same timeframe. Normally missing numbers isn’t good.
 
Oracle popped 20%.

It makes me think of SMCI and their CEO talking about revenue 5 years down the road even as they missed numbers. Oracle missed earnings and revenue but is up 20%+.

Seeing as how Oracle’s revenue is about $57B now and two years ago it was $50B, it’s weird that their cloud revenue is up to $18B this year when they’re revenue growth for the past two years is $11B less.

Makes me thing they are converting revenue/RPO from existing clients and just calling it AI/Cloud now.

Interesting that in 2 years their revenue is up 15% but the stock price is up 170% (AHs) in that same timeframe. Normally missing numbers isn’t good.

That would be crazy shady. Is that even legal? I guess these days just about anything in the markets is, but still...
 
Oracle popped 20%.

It makes me think of SMCI and their CEO talking about revenue 5 years down the road even as they missed numbers. Oracle missed earnings and revenue but is up 20%+.

Seeing as how Oracle’s revenue is about $57B now and two years ago it was $50B, it’s weird that their cloud revenue is up to $18B this year when they’re revenue growth for the past two years is $11B less.

Makes me thing they are converting revenue/RPO from existing clients and just calling it AI/Cloud now.

Interesting that in 2 years their revenue is up 15% but the stock price is up 170% (AHs) in that same timeframe. Normally missing numbers isn’t good.

That would be crazy shady. Is that even legal? I guess these days just about anything in the markets is, but still...
You see it in Microsoft’s numbers. They have lots of cloud stuff so you’ll see some places say they have more cloud business than Amazon but one of their numbers includes their office 365 and others where the software they’ve had for years is now cloud based. If you look at Azure/hosting type could they are still well behind.

In Oracle’s case, their cloud business is going to be $18B this year but their revenue growth over two years is $7B. I’m still amazed by the fact that they missed top and bottom and are up so much. I wonder how much of that crazy Stargate government thing is in their RPO. I’m not gonna say they are lying but if their cloud business is exploding and they are going to be making bank, how in the world are they missing estimates and only having 15% total growth from 5/23 to now?
 
Oracle popped 20%.

It makes me think of SMCI and their CEO talking about revenue 5 years down the road even as they missed numbers. Oracle missed earnings and revenue but is up 20%+.

Seeing as how Oracle’s revenue is about $57B now and two years ago it was $50B, it’s weird that their cloud revenue is up to $18B this year when they’re revenue growth for the past two years is $11B less.

Makes me thing they are converting revenue/RPO from existing clients and just calling it AI/Cloud now.

Interesting that in 2 years their revenue is up 15% but the stock price is up 170% (AHs) in that same timeframe. Normally missing numbers isn’t good.

That would be crazy shady. Is that even legal? I guess these days just about anything in the markets is, but still...
Even if it was you know they wouldn't get investigated. wink wink
 
Sold all my Micron. About half was a double up from April, the other half shares I bought last month that I brought up here that were up 30%. I'll look to reenter on a pullback.

Sold 25% of my Broadcom to lock in some profits.

Sold 10% of UWMC...all the shares back in green.

Sold about 10% of my NVDA.

Started the day at 12% cash. I would like to be 15-20% by the end of the month.
 
Also cleared off 6 stocks that were down 50-90% that had recovered a bit. Outside of drones and AI I'm trying to focus on quality growth.

Some fun names like Tilray, Digit Ocean, Truff, AXLS, Couplang, etc
 
My largest holding is down >1%, two out of five are down, but up overall. We live in interesting times.

I am already almost 25% cash across both accounts. However, I'm putting in a GTC order to sell the more expensive half of my UAMY stake if it hits a double while I'm out of town. That outcome ($6.82) is unlikely, but if they catch the DoD bid we expect, I will auto-rathole some chips like a hot craps shooter. Will probably leave it on after I come back.
 

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