Stock Thread (18 Viewers)

[Bossman]

my algorithm brought me to a reel of a guy spewing fear that the US Dollar is going to decay very rapidly due to the fact that gobmnt will have the $$$ printing presses working overtime for the next 4 or 5 years.
He was suggesting crypto currency to park your money and avoid the decay.
Wondering my FBG's thoughts on this ... is it so bad to be sitting on cash?
and would investing in stocks be a way to avoid the decay of cash? ... or just certain stocks?

The Dollar has already decayed pretty rapidly against the Euro YTD.

As for where to park your money, it all depends upon when/where you expect to use it and how reliant you are on those funds for future needs. If you have a short time frame and/or that money will pay your bills, I would recommend a conservative approach like a high yield savings account or CD. If it's essentially "play money" (i.e. you could lose it all and not experience hardship), you can be more aggressive and look into crypto and/or growth stocks.

Not pay the mortgage money ... and not play money ...
would be life savings and retirement funds.
a 3.5% savings account doesn't seem like it would keep up with decay the way this gent was talking.
Maybe exchange US dollars for Euros? ... park it in a swiss bank account??
... or leave it in the stock market for a modest 8% a year return ... would at least pace decay, no?

 

[JB Breakfast Club]

FTNT down 12% AH.
It's the opposite of BROS - climbs in between big drops on earnings.

 

[Runkle]

And no Bros bump this quarter. Ditto Applovin. Every trend down the crapper.

I need to listen to that guy who says buy Amazon, NVDA, and Meta.

Looks like at least a little bump after hours for the BROS

+4%

I think just a blip, went right back down and now hovering around +1%

 

[Bob Sacamano]

Top and bottom line beats
Raised guidance
Tariffs raising coffee costs, reducing margins.

This is less fun, but it's probably healthier for the long-term for those who are willing to endure it. Everything you wanted to see out that ER, from what I've read. Possible I missed something, but they seem to be executing with largely short-term headwinds.

 

[Bob Sacamano]

Tariffs raising coffee costs, reducing margins.

They need to fully embrace their demo and become a coffeeless coffee shop.

 

[Sand]

New export controls from China on tungsten, antimony, and silver.

China issues new rules on rare metal export management for 2026-27 - Global Times

www.globaltimes.cn

 

[eoMMan]

For my BROS bros, what’s your exit strategy (or are you holding for awhile)?

I’m probably selling today if I see it pop over 5%. Might buy back later at some point if it dips.

 

[GoBirds]

I’m at a small gain being in VZ for years - stay in, add, or sell here? Wish it was VTI looking back but almost 7% yield here.

 

[identikit]

For my BROS bros, what’s your exit strategy (or are you holding for awhile)?

I’m probably selling today if I see it pop over 5%. Might buy back later at some point if it dips.

Never, ever ended up in the green with this one...

About break even for me, looking at the premarket

May just be with you, if that 5% bump happens

 

[Nick Vermeil]

ASST with another pop up in pre market. I'll be taking the profit today I think.

 

[BassNBrew]

For my BROS bros, what’s your exit strategy (or are you holding for awhile)?

I’m probably selling today if I see it pop over 5%. Might buy back later at some point if it dips.

Rant incoming....

What the heck about this stock or this company's execution has missed the mark since this stock hit $80 in Feb, $74 in May, or $72 in August. I miss the days when men were men, bars weren't closing at a 40% clip, and the market acted rationally.

 

[eoMMan]

For my BROS bros, what’s your exit strategy (or are you holding for awhile)?

I’m probably selling today if I see it pop over 5%. Might buy back later at some point if it dips.

Never, ever ended up in the green with this one...

About break even for me, looking at the premarket

May just be with you, if that 5% bump happens

Only up 1.24% at open…this market is weird. They beat earnings, bump up full year guidance…come on!

 

[urbanhack]

we need some post nut clarity!

 

[pecorino]

Laugh all you like, I'm putting a pin in these calls: KMB trading at $100. CLX trading at $108.50. I only bought one small tranche of KMB to be transparent. I'll check back in a year.

 

[urbanhack]

Figma - dead cat bounce as well on great earnings call. beat estimates and raised guidance. All time low today.

 

[Bob Sacamano]

PE ratio of 112 is kinda priced to perfection. Reduced margins matter when you're priced to perfection. Some price target trimming today from analysts as a result. Still well above current levels, but it matters. Sucks for traders. Not so bad for l-t holders imo. Might be a great entry point coming if you think the coffee tariffs go away.

 

[Desert_Power]

I got out of it earlier this year, but surprised the ESPN partnership doesn't boost DKNG more. I'm not sure these sportsbook/casino businesses are doing well.

 

[urbanhack]

Nibbling on some Coreweave on the way down.

 

[Nigel]

It was a good run

 

[BassNBrew]

Celsius getting thumped.

Added to that postion as well as AMD and Nvidia.

 

[NajehHejan]

HNST getting hammered - down over 20%. Have not read report or details. Any insight? Buy opportunity, or stay away?

 

[dancingbones]

HNST getting hammered - down over 20%. Have not read report or details. Any insight? Buy opportunity, or stay away?

No info but I took a nibble - thanks for the alert. Seemed like a good time to add some as well, so doubled my small start of a position there.

 

[General Malaise]

This is pretty significant news.

China Introduces New Exports Controls On Antimony, Tungsten And Silver​

According to Trump, his big achievement a week ago when he announced the trade truce with China, was getting Beijing to agree to remove export limitations on rare earth minerals, which as most now know are so critical for US companies to make everything from cell phones, to cars, and military equipment. And yet, as discussed on a few occasions this week, it feels like the cracks in this latest trade deal are already starting to show, whether it is Beijing ordering Trump what he can't talk about, or quietly ring-fencing its domestic data center by banning US AI chips.

And now, it appears that while China granted Trump a 1 year reprieve on rare earths, it is quietly tightening the export noose on other, just as important minerals.

According to the Global Times, China has introduced new export controls on silver, antimony, and tungsten.

In the statement published on the MOFCOM's website last Thursday, the export controls are for the 2026-27 period, and have the stated aim of "stepping up the protection of resources and the environment."

 

[Ridgeback]

Wow, UWMC with a huge whiff. Jesus...if I was smart, I'd get out now.

 

[odin33]

This is pretty significant news.

China Introduces New Exports Controls On Antimony, Tungsten And Silver​

According to Trump, his big achievement a week ago when he announced the trade truce with China, was getting Beijing to agree to remove export limitations on rare earth minerals, which as most now know are so critical for US companies to make everything from cell phones, to cars, and military equipment. And yet, as discussed on a few occasions this week, it feels like the cracks in this latest trade deal are already starting to show, whether it is Beijing ordering Trump what he can't talk about, or quietly ring-fencing its domestic data center by banning US AI chips.

And now, it appears that while China granted Trump a 1 year reprieve on rare earths, it is quietly tightening the export noose on other, just as important minerals.

According to the Global Times, China has introduced new export controls on silver, antimony, and tungsten.

In the statement published on the MOFCOM's website last Thursday, the export controls are for the 2026-27 period, and have the stated aim of "stepping up the protection of resources and the environment."

Ready to ride the UAMY train again. All aboard

 

[General Malaise]

This is pretty significant news.

China Introduces New Exports Controls On Antimony, Tungsten And Silver​

According to Trump, his big achievement a week ago when he announced the trade truce with China, was getting Beijing to agree to remove export limitations on rare earth minerals, which as most now know are so critical for US companies to make everything from cell phones, to cars, and military equipment. And yet, as discussed on a few occasions this week, it feels like the cracks in this latest trade deal are already starting to show, whether it is Beijing ordering Trump what he can't talk about, or quietly ring-fencing its domestic data center by banning US AI chips.

And now, it appears that while China granted Trump a 1 year reprieve on rare earths, it is quietly tightening the export noose on other, just as important minerals.

According to the Global Times, China has introduced new export controls on silver, antimony, and tungsten.

In the statement published on the MOFCOM's website last Thursday, the export controls are for the 2026-27 period, and have the stated aim of "stepping up the protection of resources and the environment."

Ready to ride the UAMY train again. All aboard

Almonty is what I would add to if my firm didn't beat me to the punch....CEO Lewis Black is going to be on CBS Evening News this week. That guy is terrific. UAMY was also purchased by the firm so hope you do well here.

 

[General Malaise]

Pretty disappointed in BROS but the overall market bleeding red isn't helping here. I didn't get a chance to read the full report but it looked positive to me.

 

[McBokonon]

Wow, UWMC with a huge whiff

 

[Bossman]

This is pretty significant news.

China Introduces New Exports Controls On Antimony, Tungsten And Silver​

According to Trump, his big achievement a week ago when he announced the trade truce with China, was getting Beijing to agree to remove export limitations on rare earth minerals, which as most now know are so critical for US companies to make everything from cell phones, to cars, and military equipment. And yet, as discussed on a few occasions this week, it feels like the cracks in this latest trade deal are already starting to show, whether it is Beijing ordering Trump what he can't talk about, or quietly ring-fencing its domestic data center by banning US AI chips.

And now, it appears that while China granted Trump a 1 year reprieve on rare earths, it is quietly tightening the export noose on other, just as important minerals.

According to the Global Times, China has introduced new export controls on silver, antimony, and tungsten.

In the statement published on the MOFCOM's website last Thursday, the export controls are for the 2026-27 period, and have the stated aim of "stepping up the protection of resources and the environment."

Ready to ride the UAMY train again. All aboard

Got back in UAMY today @ $6.58
Made out like a bandit last time I went down this UAMY road.

 

[BassNBrew]

HNST getting hammered - down over 20%. Have not read report or details. Any insight? Buy opportunity, or stay away?

They began Transformation 2.0. They are intentionally exiting product lines that will reduce their revenue over the next year. Transfomation 1.0 was a success, so if you believe in Carla Veron then stick around. One youtuber I watch suggested they are positioning themselves for a future buyout by improving margins, cost cutting, and focusing on core products they are successful with. The key thing to remember about this company is that they have zero debt and 71 million in cash. They also have more inventory than liabilities. Market cap is 265 or 3.5x cash on hand.

I'm not sure if I'll add more because I was already in pretty deep.

 

[General Malaise]

This is pretty significant news.

China Introduces New Exports Controls On Antimony, Tungsten And Silver​

According to Trump, his big achievement a week ago when he announced the trade truce with China, was getting Beijing to agree to remove export limitations on rare earth minerals, which as most now know are so critical for US companies to make everything from cell phones, to cars, and military equipment. And yet, as discussed on a few occasions this week, it feels like the cracks in this latest trade deal are already starting to show, whether it is Beijing ordering Trump what he can't talk about, or quietly ring-fencing its domestic data center by banning US AI chips.

And now, it appears that while China granted Trump a 1 year reprieve on rare earths, it is quietly tightening the export noose on other, just as important minerals.

According to the Global Times, China has introduced new export controls on silver, antimony, and tungsten.

In the statement published on the MOFCOM's website last Thursday, the export controls are for the 2026-27 period, and have the stated aim of "stepping up the protection of resources and the environment."

Ready to ride the UAMY train again. All aboard

Got back in UAMY today @ $6.58
Made out like a bandit last time I went down this UAMY road.

I'm glad somebody did well.

Actually, I sold some near the top and some more at $13 and another batch at $9. Cost basis is a little over $3 on what I have left so just rolling with it.

 

[Bob Sacamano]

Can we be obnoxious and just call it The U?

 

[NajehHejan]

HNST getting hammered - down over 20%. Have not read report or details. Any insight? Buy opportunity, or stay away?

They began Transformation 2.0. They are intentionally exiting product lines that will reduce their revenue over the next year. Transfomation 1.0 was a success, so if you believe in Carla Veron then stick around. One youtuber I watch suggested they are positioning themselves for a future buyout by improving margins, cost cutting, and focusing on core products they are successful with. The key thing to remember about this company is that they have zero debt and 71 million in cash. They also have more inventory than liabilities. Market cap is 265 or 3.5x cash on hand.

I'm not sure if I'll add more because I was already in pretty deep.

I'm sold. In at 2.37

 

[Bob Sacamano]

Paxton trying to stop KVUE from paying its dividend because total damages from his lawsuit against them will obviously be in the billions and leave them unable to pay their debts.

 

[BassNBrew]

Paxton trying to stop KVUE from paying its dividend because total damages from his lawsuit against them will obviously be in the billions and leave them unable to pay their debts.

Aaronson or John?

 

[BassNBrew]

HNST getting hammered - down over 20%. Have not read report or details. Any insight? Buy opportunity, or stay away?

They began Transformation 2.0. They are intentionally exiting product lines that will reduce their revenue over the next year. Transfomation 1.0 was a success, so if you believe in Carla Veron then stick around. One youtuber I watch suggested they are positioning themselves for a future buyout by improving margins, cost cutting, and focusing on core products they are successful with. The key thing to remember about this company is that they have zero debt and 71 million in cash. They also have more inventory than liabilities. Market cap is 265 or 3.5x cash on hand.

I'm not sure if I'll add more because I was already in pretty deep.

I'm sold. In at 2.37

This will be a 2 year timeframe IMO. Not typically what we like to see around here.

If you would, can you give me your thoughts on ELF.

 

[BassNBrew]

I was absolutely crushed today, down over 4%.

 

[Harry Frogfish]

Robinhood always up to no good. Okay that was bad, sorry.

Anybody here got anything to say about the HOOD? Seems like a decent way for Ed and Gail over at:

• Severely Diminished Quality of Life Estates

to finally dip their feet into this whole new world/pool of investments that's not currently in their portfolio. All in one fall swoop.

 

[BassNBrew]

How many freaking Nvadia chips do we need????

And who's replacing all these laid off folks....

I can’t generate a new image just yet — there’s a short rate limit cooldown (about 16 minutes) before I can create another one.

why is there a cooldown paying $20 per month

ChatGPT said:​

That’s a completely fair question — and honestly, a lot of users wonder the same thing.

Here’s what’s going on:
Even though you’re on the ChatGPT Plus ($20/month) plan, which gives access to GPT-5 and image generation tools, OpenAI still enforces rate limits for image creation (using the DALL·E engine). These limits aren’t based on subscription level — they’re global safeguards to prevent overuse of GPU resources, since each image generation uses a fair bit of computing power.

 

[BassNBrew]

Maybe ChatGPT has adopted a WFH model and is either taking a nap or out for a jog instead of working.

 

[Harry Frogfish]

All Cisco Systems does of late is deliver, with this most recent breakout, coupled with a yield of 2.25%, just grazing by. Such a good girl.

She's like a pet Brontosauras cruising around your garden, with fertilizer to boot.

 

[Bob Sacamano]

All Cisco Systems does of late is deliver, with this most recent breakout, coupled with a yield of 2.25%, just grazing by. Such a good girl.

She's like a pet Brontosauras cruising around your garden, with fertilizer to boot.

Extinct?

 

[Bob Sacamano]

Who had KODK up 19% today?

 

[Bob Sacamano]

Who had KODK up 19% today?

FLGT, too

 

[Harry Frogfish]

All Cisco Systems does of late is deliver, with this most recent breakout, coupled with a yield of 2.25%, just grazing by. Such a good girl.

She's like a pet Brontosauras cruising around your garden, with fertilizer to boot.

Extinct?

Doubling up AMZN the last 5 years, and that's not including the dividends.

 

[Desert_Power]

Who had KODK up 19% today?

FLGT, too

They had earnings.

 

[Nick Vermeil]

Nice bounce on HNST.

 

[BassNBrew]

I'm make a pretty strong buy on Celsius. The numbers were crushed by a "fake" one off. They stated that they entered into a distribution agreement where Pepsi is picking up the cost. Basically because of IRS rules they have to show the entire expense last quarter but the reimbursement income from Pepsi is amortized (not sure this is the right word to use here) over the entire length of the agreement. Basically a total push in reality they are being punished for. This will inflate future income numbers.

 

[Sand]

This is pretty significant news.

China Introduces New Exports Controls On Antimony, Tungsten And Silver​

According to Trump, his big achievement a week ago when he announced the trade truce with China, was getting Beijing to agree to remove export limitations on rare earth minerals, which as most now know are so critical for US companies to make everything from cell phones, to cars, and military equipment. And yet, as discussed on a few occasions this week, it feels like the cracks in this latest trade deal are already starting to show, whether it is Beijing ordering Trump what he can't talk about, or quietly ring-fencing its domestic data center by banning US AI chips.

And now, it appears that while China granted Trump a 1 year reprieve on rare earths, it is quietly tightening the export noose on other, just as important minerals.

According to the Global Times, China has introduced new export controls on silver, antimony, and tungsten.

In the statement published on the MOFCOM's website last Thursday, the export controls are for the 2026-27 period, and have the stated aim of "stepping up the protection of resources and the environment."

You know I hear they're making Hondas these days out of tungsten and antimony...

 

[Bob Sacamano]

I'm make a pretty strong buy on Celsius. The numbers were crushed by a "fake" one off. They stated that they entered into a distribution agreement where Pepsi is picking up the cost. Basically because of IRS rules they have to show the entire expense last quarter but the reimbursement income from Pepsi is amortized (not sure this is the right word to use here) over the entire length of the agreement. Basically a total push in reality they are being punished for. This will inflate future income numbers.

Why the additional drop today? This is normally the type of thing that gets identified as people sift through the details, and the overreaction snaps back the next day.