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Stock Thread (11 Viewers)
- Thread starter St. Louis Bob
- Start date
JB Breakfast Club
Footballguy
DLTR seems like it'd be in play here, but it may just be a falling knife.
General Malaise
Footballguy
Mother of pearl, this thing.....
identikit
Footballguy
123% and counting
The Z Machine
Footballguy
Noice
The Z Machine
Footballguy
Glad I didn't want to take a loss have diamond hands so I can be in on this LLY jump.
General Malaise
Footballguy
Getting ever so closer to Silver cracking $50/Oz.
General Malaise
Footballguy
Sweet!
I don't know what happens from here but the momentum is bullish and when insiders are buyers at new-high levels, that's a great signal, IMO. He's a very smooth operator and seems to be executing at a high level.
That said, hard not to pull some chips off the table and look for other opportunities (BROS).
I was just coming in this thread to complain about BROS...
Does that turd ever go up in value? I know you guys said the trend is for it to slowly go down until earnings and then WHAM!....big increase....but jeez. It's a very consistent 1% to 2% decrease everyday. Very annoying.
I guess I'm use to the big swings from OPEN, BMNR, etc.
Bingo!
Desert_Power
Footballguy
Almost back to green on $BABA somehow. Didn't realize how on-fire that stock has been.
Up over 1% today on the back of my speculative drone and quantum computing today. Most of these have 2 to 3x'ed over the last 2-3 months. That was enough for me to reposition and do some major selling across the board. Additionally, valuations and price to sales ratios have gotten too salty for me. The naysayers have totally disappeared from this board. I heard Klim bought. Don't want to do politics here, but gov't shutdown also factors in. Lastly, I'm seeing so trends similar to when VIX was 40-50 and I shoved all in.
I increased my cash position from 8% to 20% and the spent some of that cash on 3x Bear QQQ, SOXS, 2x Bear Tesla, and 2x Bear Palantir. Plan is to sell half on a 5-10% market pull back and all if the market drops over 10%. If we get earnings pops in the next month, I'll sell a portion of those winners and double down again. My 401k is up 78% over the last year and want to lock in some profits/protection. I like this strategy of using leverage funds instead of selling more and parking it in cash.
I increased my cash position from 8% to 20% and the spent some of that cash on 3x Bear QQQ, SOXS, 2x Bear Tesla, and 2x Bear Palantir. Plan is to sell half on a 5-10% market pull back and all if the market drops over 10%. If we get earnings pops in the next month, I'll sell a portion of those winners and double down again. My 401k is up 78% over the last year and want to lock in some profits/protection. I like this strategy of using leverage funds instead of selling more and parking it in cash.
The Z Machine
Footballguy
Sounds like you're trying to time the market a bit here and predicting an eminent downturn in stock prices for tech stocks. I get trying to lock in profits, but leveraged bear funds erode in value over time, no? Whereas cash doesn't erode. Also, if you think USD is the culprit then what about some FOREX plays?
General Malaise
Footballguy
I was just coming in this thread to complain about BROS...
Does that turd ever go up in value? I know you guys said the trend is for it to slowly go down until earnings and then WHAM!....big increase....but jeez. It's a very consistent 1% to 2% decrease everyday. Very annoying.
I guess I'm use to the big swings from OPEN, BMNR, etc.
I get it....I'm out completely right now. Feels like there's a fairly predictable pattern with this one. We'll see if it continues for Q3.
Said it earlier but I think we're seeing a firm floor price of $50 right now. That said, if the stock markets suddenly fall apart across the board, this floor may not hold, but I can't worry about imponderables like overall market direction. But if $50 IS the floor for BROS, I'm going to start adding a little bit at a time in advance of the Nov. 5th earnings release. If we see it uptick slightly heading towards the end of the month, I might get more aggressive with my purchases.
And I won't be so slow to sell this time after.
General Malaise
Footballguy
Also noticing that VRTX is beginning to inch higher and higher. Remember, this thing cracked $500 twice in the last 12 months. At $410 now. Got as low as $362.
I generally find these sorts of data points meaningless, but also reassuring in a bias confirmation sort of way:
Citigroup Adjusts Price Target on Vertex Pharmaceuticals to $575 From $550, Maintains Buy Rating
06:17 AM EDT, 10/02/2025 (MT Newswires) -- Vertex Pharmaceuticals (VRTX) has an average rating of overweight and mean price target of $484.71, according to analysts polled by FactSet.
I generally find these sorts of data points meaningless, but also reassuring in a bias confirmation sort of way:
Citigroup Adjusts Price Target on Vertex Pharmaceuticals to $575 From $550, Maintains Buy Rating
06:17 AM EDT, 10/02/2025 (MT Newswires) -- Vertex Pharmaceuticals (VRTX) has an average rating of overweight and mean price target of $484.71, according to analysts polled by FactSet.
urbanhack
Fight The Power!
It depends...are you investing or trading?
Just got off of a call with them. We just launched our platform with one of their regulatory groups. Impressive folks and culture and one of the best customer engagements I've had in 25 years of b2b saas experience.
General Malaise
Footballguy
Last thing from me this morning and then I'll shut up.
Indonesia is cracking down on illegal tin mine operations and smuggling. It's triggering fear in tin supply globally and tin prices for ore have hit $35,500/Tonne, near 52 week highs. We'll see what kind of reaction this causes but it's helped put a bid into Alphamin.
Indonesia is cracking down on illegal tin mine operations and smuggling. It's triggering fear in tin supply globally and tin prices for ore have hit $35,500/Tonne, near 52 week highs. We'll see what kind of reaction this causes but it's helped put a bid into Alphamin.
General Malaise
Footballguy
Now THIS is great info! Discs/beers asap to discuss!
Also, I love love LOVE to see this:
Vertex Pharmaceuticals (NASDAQ:VRTX), a $96 billion biotechnology company with a "GOOD" InvestingPro Financial Health score, saw its CEO and President Reshma Kewalramani report purchasing shares of the company’s common stock on August 6, 2025, in two separate transactions. The insider buying comes as the stock trades near its 52-week low, having declined over 15% in the past week.
The transactions, both classified as open market purchases, involved a total of 10,000 shares acquired at prices ranging from $389.08 to $389.95, resulting in a total value of $3.89 million. Specifically, 4,290 shares were bought at a weighted average price of $389.08 (ranging from $388.71 to $389.43), and 5,710 shares were purchased at a weighted average price of $389.95 (ranging from $389.72 to $390.53). According to InvestingPro, this insider purchase aligns with management’s recent share buyback activities.
Following these transactions, Kewalramani directly owns 115,968 shares of Vertex Pharmaceuticals. Based on InvestingPro analysis, the stock currently trades below its Fair Value, with analysts setting price targets ranging from $330 to $624.
Sorry...click rply by misstake...will reply later
Here's an example of "froth"
I bought Aduro Clean Tech at $4.94 - $5.20. It more than doubled and I trimmed half. It's now at $13.84 and was up to 1% of my portfolio. This percentage on speculative stuff needs to be well under 1%. Company losses money and is banking on a process to turn plastic into oil. This is the type of stock that goes back to $5 if we have a market pull back. My portfolio is/was littered with crap like this that was down 80-95%.
Also remember, any postings here aren't my "play account", they are my "food on the table account" in 7-10 years. No index funds and definitely no stupid bonds. As I stated in April, that was a life altering opportunity. My retirement moved forward by 5-7 years. I'm looking to hedge to protect those gains.
I bought Aduro Clean Tech at $4.94 - $5.20. It more than doubled and I trimmed half. It's now at $13.84 and was up to 1% of my portfolio. This percentage on speculative stuff needs to be well under 1%. Company losses money and is banking on a process to turn plastic into oil. This is the type of stock that goes back to $5 if we have a market pull back. My portfolio is/was littered with crap like this that was down 80-95%.
Also remember, any postings here aren't my "play account", they are my "food on the table account" in 7-10 years. No index funds and definitely no stupid bonds. As I stated in April, that was a life altering opportunity. My retirement moved forward by 5-7 years. I'm looking to hedge to protect those gains.
Pigskin Fanatic
Footballguy
took a small position in this when kevzilla posted that and it's up 30%. should have bought more. it was the only green thing on my board for most of this week. amount is tiny relative to others, but still good to see green. would take the profit, but for the $ commited mind as well see how high it can go. thx gb.I know this may not mean much but the yahoo message board on this stock says scam.We need to alert each other if we buy DMEHF. We might move the price too much
I bought a very very very very small amount today.
Hold me.
Definitely possible that this is in fact a scam.
But, when I say 'small' I mean it. You couldn't buy one share of MSFT for how much I bought.
General Malaise
Footballguy
took a small position in this when kevzilla posted that and it's up 30%. should have bought more. it was the only green thing on my board for most of this week. amount is tiny relative to others, but still good to see green. would take the profit, but for the $ commited mind as well see how high it can go. thx gb.I know this may not mean much but the yahoo message board on this stock says scam.We need to alert each other if we buy DMEHF. We might move the price too much
I bought a very very very very small amount today.
Hold me.
Definitely possible that this is in fact a scam.
But, when I say 'small' I mean it. You couldn't buy one share of MSFT for how much I bought.
Up 30% as well and if I put that in dollar figures, I would have to admit I've got more cash in my wallet than that figure right now and I'm definitely not headed to Vegas, a strip club or an arcade after work, so.....not a lot either, but hey, like you said, good and green and there's a better than zero chance Uncle Sam sniffs around the helium space next. It is vital to our medical, industrial and military complexes. Irreplaceable as well.
beef
Footballguy
Shutdowns, CRs, kind of the new gov norm. If we ever had a budget on time again I might die of shock.
urbanhack
Fight The Power!
beefy
General Malaise
Footballguy
HGRAF on the hop again. This thing....
St. Louis Bob
Footballguy
I moved a lot of money out of stocks and into fixed income a few weeks ago. Valuations are crazy. Then I read stories about how this is a "different economy" now so they are justified. That's so late 90's when I had hair and was happy.
Only problem I see is that history says stocks almost always increase as the fed cuts rates.
St. Louis Bob
Footballguy
I agree and wouldn't be surprised at all if stocks keep going up. I've had a great year, no need to get greedy. I don't want to be around when people wake up to valuations. I don't think there's going to be a crash but things will return to normal.
Mostly I'm relying on the Buffett Indicator. He's smart.
Dezbelief
Footballguy
Know when to fold em, when to walk away and when to run.
Wooderson
Fight The Power
Now to decide when to get back in. I can understand why you made that move but to time it on the way out and way back in is very difficult. Big factor to me would be your age.
Sand
Footballguy
Yea, I really need to be at 65/35 and am currently at 75/25 because stocks have gone on a ridiculous heater lately. Not doing this until it looks like the cuts are done or are close to done. Maybe rebalance the day before the announcement of the third cut.
I agree, but 35 is tough to swallow. Means giving up some strong positions.
Sand
Footballguy
For me that means moving money mostly in tax advantaged space because everything in taxable will incur a lot of cap gains. Such problems to have!
General Malaise
Footballguy
Come on, Alphamin.....this is it. Push through.
Bob Sacamano
Footballguy
Musk encouraging people to boycott NFLX.
The great American manufacturing boom is going to come because nobody will be allowed to buy anything from any corporation. We'll all be sitting at home making our own ****, waiting for Pa to get home from doc's place on his horse.
Buy ETSY?
The great American manufacturing boom is going to come because nobody will be allowed to buy anything from any corporation. We'll all be sitting at home making our own ****, waiting for Pa to get home from doc's place on his horse.
Buy ETSY?
STFU and I'm not talking about you bob.
The Z Machine
Footballguy
Shiiiiiiiiet, UAMY just passed NVDA as my biggest gainer.
The Z Machine
Footballguy
And I'm fully AREC today... nearly all green.
General Malaise
Footballguy
Might trim a little today in some of these metal/mining names to build some cash. BROS beckoning to me like a blonde in cutoffs at the end of the bar, longneck in one hand, a come hither move with the other.
Bob Sacamano
Footballguy
Trim, eh?
General Malaise
Footballguy
Silver $47.81/Oz
HIIIIIIIIIIIIIYOOOOOOOOOOOOOOOOOOOOO
HIIIIIIIIIIIIIYOOOOOOOOOOOOOOOOOOOOO
Bob Sacamano
Footballguy
Couple of names I'm waiting until Dec to trim because they've come farther faster than I might have expected, so they're in brokerage. This is the primary one of those.Release the Kraken!!!!!
As long as we're riding the bubble, might as well ride it on a giant squid.
my *** ---->
<------making tax-based decisions
I see two outcomes:Couple of names I'm waiting until Dec to trim because they've come farther faster than I might have expected, so they're in brokerage. This is the primary one of those.Release the Kraken!!!!!
As long as we're riding the bubble, might as well ride it on a giant squid.
my *** ---->
Shutdown continues and your profits disappear.
Shutdown continues and there are no IRS agents left to collective the taxes.
Though I was late to the PLUG party, my calls have returned a five bagger since July. I sold 20% today to completely de-risk. Free riding 80 calls. Thanks, Najeh! Yours should be at least 10x.
