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Stock Thread (11 Viewers)

probably nothing...

Make Gold Great (@MakeGoldGreat)
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JAPAN’S LARGEST BULLION DEALER SUSPENDS SALES OF SMALL #GOLD BARS: 5G, 10G, 20G.LONG LINES FORMING IN TOKYO.LAND OF THE RISING #GOLD PRICES.
 
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.
I jumped on this trade in July. Just hit a double which means you're probably sitting on a six-bagger at least. I don't get doubles that often with options but when I do, I almost always sell half to completely de-risk. I'm gonna let this one ride a bit, seeing as the options are dated for January 2027 plus I am getting greedy. At most, I may take 10% off the top to begin a small unwind. Great call on this trade.
Glad you hopped on and made some dough. I’m at about a 5.5x bagger right now. I keep thinking of selling but keep holding. Since my cost basis is so low at about $450, I’m kinda thinking of just going for the big win, and letting it all ride. If it crashes down then I lost less than $500. But since expiration is still 16 months away, I think I’ll go big and stay the course. I really do think hydrogen will be the favored alternative energy play the next 3+ years while solar and wind go into the crapper.
Yikes. PLUG on a tremendous heater. I think the shorts are getting burned.
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.
These have more than doubled already. Good call. I may jump in for a few.
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.
Congrats! Yes I’m at about a 9-10 bagger. Only thing I regret is not buying more. I have 30 calls. Wish I had the 100 you did. I’m going to keep holding. 💎 🙌
 
Good article to read. This is the reason I have transfer lockdown on at all times in my fidelity stuff. It's scary how good these fraudsters are getting.

That's wild. All my accounts are at Vanguard and i has no idea i needed any kind of transfer lockdown. Probably a good idea to give them a call and be sure all the security options available are in play.
 
Good article to read. This is the reason I have transfer lockdown on at all times in my fidelity stuff. It's scary how good these fraudsters are getting.

Everything on the accounts I run gives me a text message when a stock sale occurs. It’s crazy how easy it is to rip people off now.
 
Good article to read. This is the reason I have transfer lockdown on at all times in my fidelity stuff. It's scary how good these fraudsters are getting.

Everything on the accounts I run gives me a text message when a stock sale occurs. It’s crazy how easy it is to rip people off now.

Yup. "Text me a code" before getting in, app authenticators, email/text alerts to any transactions, etc. I'm also in my accounts prettymuch daily (guessing most of us in this thread are). Sure it's annoying when you're checking things, but you can't be too careful with this stuff.
 
Good article to read. This is the reason I have transfer lockdown on at all times in my fidelity stuff. It's scary how good these fraudsters are getting.

Everything on the accounts I run gives me a text message when a stock sale occurs. It’s crazy how easy it is to rip people off now.

Yup. "Text me a code" before getting in, app authenticators, email/text alerts to any transactions, etc. I'm also in my accounts prettymuch daily (guessing most of us in this thread are). Sure it's annoying when you're checking things, but you can't be too careful with this stuff.
I probably check how my accounts are doing 6-10x a day. I’m a psycho.
 
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Good article to read. This is the reason I have transfer lockdown on at all times in my fidelity stuff. It's scary how good these fraudsters are getting.

Everything on the accounts I run gives me a text message when a stock sale occurs. It’s crazy how easy it is to rip people off now.

Yup. "Text me a code" before getting in, app authenticators, email/text alerts to any transactions, etc. I'm also in my accounts prettymuch daily (guessing most of us in this thread are). Sure it's annoying when you're checking things, but you can't be too careful with this stuff.
I probably check how my accounts are doing 6-10x a day. I’m a psycho.

That's nothing

:wink:
 
Good article to read. This is the reason I have transfer lockdown on at all times in my fidelity stuff. It's scary how good these fraudsters are getting.

Everything on the accounts I run gives me a text message when a stock sale occurs. It’s crazy how easy it is to rip people off now.
But this isn't a stock sale. It's a straight withdrawal. I know Fidelity has a lockdown. I think E-Trade out one in. Not sure about Vanguard.

But this is good paranoia. I keep mine locked down tight. In specific - I have this transfer lockdown on at all times. I have a long complex password thought my password manager (Bitwarden). And have multi factor security at Fidelity, as well. That gets the authenticator number through Aegis, which requires another password to get in. So someone trying the front door will need my password, my physical phone and that second password. By the back door hopefully the transfer lockdown will work. Still, though, there is always some AI hack to impersonate you and switch things behind your back to worry about.
 
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Good article to read. This is the reason I have transfer lockdown on at all times in my fidelity stuff. It's scary how good these fraudsters are getting.

Everything on the accounts I run gives me a text message when a stock sale occurs. It’s crazy how easy it is to rip people off now.
But this isn't a stock sale. It's a straight withdrawal. I know Fidelity has a lockdown. I think E-Trade out one in. Not sure about Vanguard.

But this is good paranoia. I keep mine locked down tight. In specific - I have this transfer lockdown on at all times. I have a long complex password thought my password manager (Bitwarden). And have multi factor security at Fidelity, as well. That gets the authenticator number through Aegis, which requires another password to get in. So someone trying the front door will need my password, my physical phone and that second password. By the back door hopefully the transfer lockdown will work. Still, though, there is always some AI hack to impersonate you and switch things behind your back to worry about.

Yeah, from what I've read, only Fidelity and Etrade have the lockdowns to prevent an ACATS transfer. This isn't something that would trigger your account security or a 2-factor-authorization or need your password or anything like that. It's like a bank transfer. (my bank never sends me 2FA or password requests for routine account-to-account ACH transfers, for example).

I believe the best that Vanguard currently offers is that they'll email you after a transfer with the confirmation info.

That said, technically, if this happens, it's the brokerage's responsibility to make you whole after. No idea what kind of customer service hell that would involve, but, at the end of it they're required to restore anything incorrectly removed from your account.
 
Lisa Su is the absolute greatest

Yes she is....I think this news is a pretty strong endorsement that they are ready to join NVDA with their new products.

Sold 10% of my AMD at $227 before market open and another %10 after the open at $217.
You've made some big swings and connected well these last few months.

Don't get cocky, kid.
(y)

Over 20% cash and hedged on top of that. Increased my SOXS position this morning. I'm trying to be very methodical but FOMO is real.
 
6% position for me. Think I'll take a little off and use the proceeds for BROS.

Almonty (Tungsten stock) also having a nice morning. Will use some gains there for BROS.
That's exactly what I did.

Along those lines, added a 1/4 share of Applovin (down 5% today) to keep an eye on it. It's another stock that usually pops on earnings.
 
Alright, in on 100 shares BROS at $49.29. That's about all I want to put into play on this one.
My Bros limit order of $49.01 is stubbornly hanging out there.

I probably should follow your lead and just buy instead of trying to dribble in. Could you do a drive by today and update us on how th line looks?
 
Alright, in on 100 shares BROS at $49.29. That's about all I want to put into play on this one.
My Bros limit order of $49.01 is stubbornly hanging out there.

I probably should follow your lead and just buy instead of trying to dribble in. Could you do a drive by today and update us on how th line looks?

It was humming this morning! Both sides had about 5 deep. But that was morning rush. Afternoons are the pivotal tell. Everybody gets a morning jolt of joe; true sickos are the ones sucking down caffeine and sugar at 2pm. Which is precisely why we buy this thing.....addiction!
 
Applovin getting decimated. Glad I only purchased a 1/4 share earlier. SEC investigating over data collection. Lost a 1/4 of it's market cap in about an hour.
 
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.
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.
Know when to fold em, when to walk away and when to run.
I taught both our sons about investing when they were young, but only the youngest, 18, really embraced it. He has been giddy about the returns we've been getting as am I. He wants to put more of his money to work and I texted him exactly what you posted. He's a poker player like his daddy. He has some quality stocks and youth so there's no need for him to be selling. I'm old and sickly though... lol

Here's what I don't understand. So much of the gains are centered around AI. It's estimated we need to double the amount of power available IN FOUR YEARS to meet the demand of these data centers. There's already more insanity than normal in the world. Adding this little power detail makes me pause.
 
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.
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.
Know when to fold em, when to walk away and when to run.
I taught both our sons about investing when they were young, but only the youngest, 18, really embraced it. He has been giddy about the returns we've been getting as am I. He wants to put more of his money to work and I texted him exactly what you posted. He's a poker player like his daddy. He has some quality stocks and youth so there's no need for him to be selling. I'm old and sickly though... lol

Here's what I don't understand. So much of the gains are centered around AI. It's estimated we need to double the amount of power available IN FOUR YEARS to meet the demand of these data centers. There's already more insanity than normal in the world. Adding this little power detail makes me pause.

That is one of many reasons I see the ai bubble coming. No way they meet their projections.
 
Alright, in on 100 shares BROS at $49.29. That's about all I want to put into play on this one.
My Bros limit order of $49.01 is stubbornly hanging out there.

I probably should follow your lead and just buy instead of trying to dribble in. Could you do a drive by today and update us on how th line looks?
I drove by 2 locations this weekend. Both had at least 5 to 6 cars in each drive through lane. And this was at 2pm on a Saturday.
 
It's estimated we need to double the amount of power available IN FOUR YEARS to meet the demand of these data centers. There's already more insanity than normal in the world. Adding this little power detail makes me pause.
And buy more CEG...
My last purchase

https://forums.footballguys.com/threads/stock-thread.673466/post-25423347

I think XLE deserves a hard look too. I don't think oil will stay at these levels forever.
 
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.
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.
Know when to fold em, when to walk away and when to run.
I taught both our sons about investing when they were young, but only the youngest, 18, really embraced it. He has been giddy about the returns we've been getting as am I. He wants to put more of his money to work and I texted him exactly what you posted. He's a poker player like his daddy. He has some quality stocks and youth so there's no need for him to be selling. I'm old and sickly though... lol

Here's what I don't understand. So much of the gains are centered around AI. It's estimated we need to double the amount of power available IN FOUR YEARS to meet the demand of these data centers. There's already more insanity than normal in the world. Adding this little power detail makes me pause.
You might look at NLR (nuclear) and D (Dominion, more traditional energy) as power plays.
 
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.
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.
Know when to fold em, when to walk away and when to run.
I taught both our sons about investing when they were young, but only the youngest, 18, really embraced it. He has been giddy about the returns we've been getting as am I. He wants to put more of his money to work and I texted him exactly what you posted. He's a poker player like his daddy. He has some quality stocks and youth so there's no need for him to be selling. I'm old and sickly though... lol

Here's what I don't understand. So much of the gains are centered around AI. It's estimated we need to double the amount of power available IN FOUR YEARS to meet the demand of these data centers. There's already more insanity than normal in the world. Adding this little power detail makes me pause.

That is one of many reasons I see the ai bubble coming. No way they meet their projections.

This video along with another video explaining what it means changed my perspective. Jensen is saying that a $100,000 and $10,000 of AI out produces two $100,00 employees.
 
Applovin getting decimated. Glad I only purchased a 1/4 share earlier. SEC investigating over data collection. Lost a 1/4 of it's market cap in about an hour.
Bought a full share at $554 after hours. At the moment, I've recouped the loss on the 1/4 share. I won't get too deep in this one because this is the type of stock that will smack you hard. Would be perfectly fine putting a hundred dollar bill in my pocket in 4 weeks and calling it a success.
 
  • P/E (TTM)252.58
  • Fwd P/E (NTM)234.48

I'm thinking very strongly about doubling down on my 2x Tesla bear position. That evaluation is insane.
 

This video along with another video explaining what it means changed my perspective. Jensen is saying that a $100,000 and $10,000 of AI out produces two $100,00 employees.

It sounds good it practice, but when it is implemented , the savings are not realized and instead it costs companies more money. This is just the latest article, posted yesterday.

Clueless upper management cannot will the cost savings into existence.

 
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  • P/E (TTM)252.58
  • Fwd P/E (NTM)234.48

I'm thinking very strongly about doubling down on my 2x Tesla bear position. That evaluation is insane.
it really looks like no turnaround for dand for their products. But it's a meme stock and able to stay at crazy prices for longer than I have the stomach to see losses.
 
  • P/E (TTM)252.58
  • Fwd P/E (NTM)234.48

I'm thinking very strongly about doubling down on my 2x Tesla bear position. That evaluation is insane.

My simple-minded take:

Musk is a genius, objectively

And though I know plenty of genius-types have failed financially in miserable fashion, I'll always keep a small chunk of $$ with this guy
 
Couple of things to think about....

OpenAI is currently walking away from business due to lack of computing power.
OpenAI needs AMD to hit $600 a share for this last tranche of warrants to vest.
 

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