Stock Thread (11 Viewers)

[Bossman]

Guys i thought we were done being poor

I warned against this kinda talk just the other day.

How else we gonna get another good entry point? ...
I'm ready for some deep discounts.

 

[culdeus]

I don't really know how to react to Amazon having good earnings and being below that point.

 

[beef]

A bajillion percent tariff was just announced for China. Monday should be a hoot. Is this tariff tantrum 2 or 3 for the year so far?

It'll always be something between US & China. This is probably just a move to try and bully China to buy soybeans.

 

[culdeus]

A bajillion percent tariff was just announced for China. Monday should be a hoot. Is this tariff tantrum 2 or 3 for the year so far?

It'll always be something between US & China. This is probably just a move to try and bully China to buy soybeans.

The problem with that is that it is seemingly too late for this year's crop.

 

[stbugs]

Just offering that out there. 95% of the stuff that's been talked about in here the last 3 months is absolutely capable of doing a full round trip back to lows that seem impossibly far away right now, and most people did not buy in at that bottom.

I would even go so far as to say that 95% of what’s been talked about in here WILL do a full round trip back to lows. So much of what we discuss is speculative and will either go away due to not meeting expectations or because some other company won the market.

While some want to say the dot com bubble is not relevant,

I'm just curious, who here is saying that? I don't read the thread daily and miss a lot. I'm honestly curious.

There were a few posts saying their could be a potential correction but the financial crisis and dot com bubble weren’t relevant.

 

[jamny]

Ditched my INTC yesterday to free up some cash. I've had it for a while and was down big at one point. Ended up 13%
I was looking to add AVUV to my HSA portfolio on Thursday...glad I waited.

 

[ShamrockPride]

Trump threatens ‘massive’ tariff hike on China over rare earths dispute​

Published Fri, Oct 10 202511:11 AM EDTUpdated 2 Min Ago

Well that explains it. 100% sure that certain folks established short positions this morning. Announcement of a deal to follow Sunday or Monday.

Nailed it.

BREAKING: Look at this.

A new crypto account was opened yesterday morning.

30 minutes BEFORE Trump's announcement of 100% tariffs on China, it added a huge multi-million dollar levered Bitcoin short position, per YF.

The market dumped.

The trader made a profit of $192 million in two hours.

Unusual.

 

[FreeBaGeL]

Trump threatens ‘massive’ tariff hike on China over rare earths dispute​

Published Fri, Oct 10 202511:11 AM EDTUpdated 2 Min Ago

Well that explains it. 100% sure that certain folks established short positions this morning. Announcement of a deal to follow Sunday or Monday.

Nailed it.

BREAKING: Look at this.

A new crypto account was opened yesterday morning.

30 minutes BEFORE Trump's announcement of 100% tariffs on China, it added a huge multi-million dollar levered Bitcoin short position, per YF.

The market dumped.

The trader made a profit of $192 million in two hours.

Unusual.

Given the levels of complexity on the prior crypto scams involved with coins with the dude's name literally stamped on it, this relatively simple scheme actually seems too complex to be intentional.

They just do it out in the open these days, and this one had at least some level of attempting obfuscation.

 

[Sand]

TACO! We'll see how markets respond to all this chaos. Crypto markets have shot up.

 

[pecorino]

I've never seen futures swing from -3% or thereabouts to +1% or thereabouts, all over the course of a weekend. We've still got about 15 hours to go until markets open. Stay tuned...

 

[St. Louis Bob]

I think this article sums things up nicely

 

[Capella]

we’ll be talking about this stuff 30 years from now.

 

[Dr. Octopus]

we’ll be talking about this stuff 30 years from now.

It’s almost funny how the market is being manipulated but I’m mostly benefiting from it - I was a buyer on Friday - so I’m willing to look away.

 

[Runkle]

Barron's "Streetwise" podcast just had a discussion on the AI bubble with Barclays US equities strategist Venu Krishna

 

[Alex P Keaton]

I think this article sums things up nicely

“It’s different this time”

 

[St. Louis Bob]

we’ll be talking about this stuff 30 years from now.

It’s almost funny how the market is being manipulated but I’m mostly benefiting from it - I was a buyer on Friday - so I’m willing to look away.

In my early 20's my GB, one of my BFFs for 45 years now which is crazy, got a job at the place I worked at in the city. I mentioned the BFF part because I think most of you know me and how I grew up.

Anyhow, one day we are going to lunch and this guy approaches us asking if we wanted to play 3 card monte. I'm surprised to see my buddy eagerly wanting to play. He's no dummy in the ways of the world. After winning the two set up games he tells the guy thanks and says let's go to me. I'm still not sure how we didn't get murdered.

Playing a game you know is rigged is fine... just don't get murdered by playing too long.

 

[identikit]

It seems like the last half of Friday's stock market day never happened

Almost

 

[kevzilla]

I think I would settle for getting half of Friday's losses back; that seems to be my pattern. But I bought some speculative stuff on Friday, so I might do better.

 

[identikit]

It seems like the last half of Friday's stock market day never happened

Almost

More than true

For me

 

[kevzilla]

Good Gawd Almonty

 

[Sand]

Release the Kraken!!!

 

[General Malaise]

Thank all of you for your tip on UAMY...
Looks like this one is paying for my next 3 Carribean vacations.
I'm appreciating my fellow FBGs ....

As much fun as this one has been, I do have some concern about rapid valuation expansion absent present revenue. Not to say the wind isn't at their back as the US Gov has given them a contract and this is the ultimate moat of a domestic critical mineral producer but when we read and hear warnings about frothiness, this thing is on the medal stand currently.

I'm not selling today but my firm has been every day this week so I'm restricted from doing anything personally. But I think it's responsible to maybe take some chips off the table and put them in your wife's purse.

Heeded your advice.
Sold almost half. We'll let the other half ride for a bit.

Don't throw the Red Stripe at my head.....gut fine.

 

[Klimtology]

I'm on the verge.

 

[General Malaise]

$51.75/Oz Silver

 

[identikit]

I'm on the verge.

Code red

 

[Klimtology]

S & P 2/3rd in and 1/3rd out

Sound reasonable?

 

[culdeus]

If data-center operators needed to generate a 20% free-cash-flow margin to justify their share prices, they add, “that implies a revenue requirement of $2.5 trillion. Suppose customers of data centers need to maintain a similar profit margin. In that case, consumers and businesses will need to pay about $3.1 trillion for AI services, equivalent to 10% of the current U.S. economic output.”

20% is a lot to ask. More like 5% is realistic. He didn't do a great job of tying together what was 15 years of stock market recovery once early internet was destined to not reach that FCF, would have flipped the paragraphs to tie this home.

You lost about three-quarters of your money over the next three years. By the time Steve Jobs was unveiling the first iPhone in 2007, you were still down about 50%. You had to hang on until 2014 just to break even. Once you factor in inflation, you had to wait until the end of 2016, approaching two decades after investing your money, before you started to see a positive return.

A lot of us here got our start investing in the 90s, and made our first savings in the 2000s. There was more than a decade before I made any reasonable returns. It was all just DCA of index funds and hoping things get better.

 

[The Z Machine]

S & P 2/3rd in and 1/3rd out

Sound reasonable?

just tell us when you hit the confirm button.

 

[Klimtology]

S & P 2/3rd in and 1/3rd out

Sound reasonable?

just tell us when you hit the confirm button.

Will Do.

 

[Bossman]

Thank all of you for your tip on UAMY...
Looks like this one is paying for my next 3 Carribean vacations.
I'm appreciating my fellow FBGs ....

As much fun as this one has been, I do have some concern about rapid valuation expansion absent present revenue. Not to say the wind isn't at their back as the US Gov has given them a contract and this is the ultimate moat of a domestic critical mineral producer but when we read and hear warnings about frothiness, this thing is on the medal stand currently.

I'm not selling today but my firm has been every day this week so I'm restricted from doing anything personally. But I think it's responsible to maybe take some chips off the table and put them in your wife's purse.

Heeded your advice.
Sold almost half. We'll let the other half ride for a bit.

Don't throw the Red Stripe at my head.....gut fine.

Lol ... No worries.
I'm a great big boy and can make my own big boy decisions.
(and it's still a win in my book)

 

[djmich]

Trump threatens ‘massive’ tariff hike on China over rare earths dispute​

Published Fri, Oct 10 202511:11 AM EDTUpdated 2 Min Ago

Well that explains it. 100% sure that certain folks established short positions this morning. Announcement of a deal to follow Sunday or Monday.

Nailed it.

BREAKING: Look at this.

A new crypto account was opened yesterday morning.

30 minutes BEFORE Trump's announcement of 100% tariffs on China, it added a huge multi-million dollar levered Bitcoin short position, per YF.

The market dumped.

The trader made a profit of $192 million in two hours.

Unusual.

Would be such a weird place to put a bet if you had insider info imo. Crypto can be seen as a dollar/gov’t alternative. Why not just do S&P.

Crypto only thing not up after the positive tweet.

 

[General Malaise]

I'm up over 6% today. This is getting silly.

I figure once Klimtology buys, I'll move to cash.

 

[urbanhack]

I still have some BEEM

 

[Senor Schmutzig]

BROS up 7% for the day. Not sure the reasoning.

 

[General Malaise]

I still have some BEEM

Lol.....that one was so good to me. Until it wasn't.

 

[General Malaise]

BROS up 7% for the day. Not sure the reasoning.

Tualatin location booming!

 

[kevzilla]

Catching rides on rockets is fun! Can someone let me know the instant the last firework is fired? TIA, will answer yours

 

[identikit]

Man, UAMY is a juggernaut

Up 36% on the day, up 17 after hours

 

[General Malaise]

Catching rides on rockets is fun! Can someone let me know the instant the last firework is fired? TIA, will answer yours

Setting stop losses tomorrow well under where many of these rockets are currently because I know the fuel is finite.

 

[St. Louis Bob]

$51.75/Oz Silver

You're the expert, I'm only a one eyed monster... but precious metals and stocks always have had an inverse relationship, correct?

Also, it's already starting

 

[identikit]

Catching rides on rockets is fun! Can someone let me know the instant the last firework is fired? TIA, will answer yours

Setting stop losses tomorrow well under where many of these rockets are currently because I know the fuel is finite.

Never done these before.

I'm in for some learnin' tomorrow

 

[St. Louis Bob]

$51.75/Oz Silver

Currently $52.34!

 

[General Malaise]

US Antimony (UAMY) CEO Gary Evans will be on Fox Business tomorrow at 8:30am ET to chat with Maria Fartonmypillow. Stock has been crazy volatile and is getting noticed by the Reddit community after the Chinese announcement that they would cut antimony (and other metals) to the US. Antimony has several applications, but military is a big one. UAMY has one of the only antimony smelters in operation in the good 'ol US of A.

In for 3000 after hours at 1.75. Already down to 1.70 lol. Hoping this fox business appearance is a barnburner!

How'd you end up on this one? If you held all 3,000, that's like $60k right now! *

*after hours $19.86. Could all go south.

Lets go!!!!!!*


*yes, lets

 

[General Malaise]

$51.75/Oz Silver

Currently $52.34!

LODE

 

[Sand]

 

[pecorino]

Catching rides on rockets is fun! Can someone let me know the instant the last firework is fired? TIA, will answer yours

Setting stop losses tomorrow well under where many of these rockets are currently because I know the fuel is finite.

Never done these before.

I'm in for some learnin' tomorrow

One thing you may learn is that stop-losses don’t protect from a gap down. Looks like -1% at the open (at the moment) so you may need to set the limit order below an opening price much different from where it closed yesterday.

 

[Capella]

Christ, what now?

 

[BassNBrew]

Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026.

AMD shares climbed about 3% premarket. Oracle shares ticked slightly lower.


The move is the latest sign that cloud companies are increasingly offering AMD’s GPUs as an alternative to Nvidia’s market-leading GPUs for artificial intelligence.

“We feel like customers are going to take up AMD very, very well — especially in the inferencing space,” Karan Batta, senior vice president of Oracle Cloud Infrastructure, told CNBC’s Seema Mody.

Oracle will use AMD’s Instinct MI450 chips, which were announced earlier this year.

They are AMD’s first AI chips that can be assembled into a larger rack-sized system that enables 72 of the chips to work as one, which is needed to create and deploy the most advanced AI algorithms.

OpenAI CEO Sam Altman appeared with AMD CEO Lisa Su at a company event in June to announce the product.


“I think AMD has done a really fantastic job, just like Nvidia, and I think both of them have their place,” Batta said.

He added that AMD’s software stack is “critical” and that “customers are going to take up AMD very, very well, in the inferencing space.”

 

[Sand]

Christ, what now?

China retaliated.

 

[Capella]

Christ, what now?

China retaliated.

But what if the president puts out a nice tweet and says everything will be ok? Maybe with a smilie face?