Stock Thread (61 Viewers)

[General Malaise]

Kinda sorta wish I didn't unload 80% of my AMD like a month ago.

Yea... nice bump today. Glad I have held. Biggest return in my portfolio. Up 2137% on it. The sucky thing is back when I bought it (a long time ago) I meant to buy NVIDIA as well and somehow didn't... I think I out in a strike prove that missed and then never followed up by thought I did in my head. When it started blowing up I went in and was like "where is it"? but at least I got AMD and have not sold.

I too sold too early on AMD

Hey, if you start counting the woulda coulda shouldas in this endeavor, it'll eat you alive. Human nature is a terrible burden to bear.

 

[Chadstroma]

Kinda sorta wish I didn't unload 80% of my AMD like a month ago.

Yea... nice bump today. Glad I have held. Biggest return in my portfolio. Up 2137% on it. The sucky thing is back when I bought it (a long time ago) I meant to buy NVIDIA as well and somehow didn't... I think I out in a strike prove that missed and then never followed up by thought I did in my head. When it started blowing up I went in and was like "where is it"? but at least I got AMD and have not sold.

I too sold too early on AMD

Hey, if you start counting the woulda coulda shouldas in this endeavor, it'll eat you alive. Human nature is a terrible burden to bear.

Seriously... the I swear the time I have not bought that ended up being big are a lot.

NVIDIA was the biggest but there have been some missed other winners.

Happy AMD has helped me have a respectable return along with recent acquisitions of AVAV and KTOS boosting my second biggest long term hold of COST which has just been a steady win. I bought that when Amazon bought Whole Foods and Costco stock dropped significantly. Thought that was one odlf the dumbest things ever and took a position... so that has been a while but over 500% return on that.

 

[The Z Machine]

U.G.L.Y. and you ain't got no alibi

 

[Sand]

What did CLS do to earn getting taken out behind the trading floor and shot?

 

[General Malaise]

Blood in the streets for all.

 

[BassNBrew]

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[Sand]

Anyone looking into the autonomous trucking sector? It seems the big players are AUR (used to be a SPAC ), Waymo (private), and Kodiak AI (KDK). This area seems ripe for disruption, but I haven't seen a massive amount about this area.

 

[Bob Sacamano]

Stonks, wait!!

 

[Runkle]

CoreWeave getting close to $75

 

[Bob Sacamano]

Anyone looking into the autonomous trucking sector? It seems the big players are AUR (used to be a SPAC ), Waymo (private), and Kodiak AI (KDK). This area seems ripe for disruption, but I haven't seen a massive amount about this area.

Waymo isn't really private. It's a subsidiary of Alphabet. You have exposure to it if you own GOOG/GOOGL

 

[beef]

Anyone looking into the autonomous trucking sector? It seems the big players are AUR (used to be a SPAC ), Waymo (private), and Kodiak AI (KDK). This area seems ripe for disruption, but I haven't seen a massive amount about this area.

After NKLA I've lost trust in this area. Will follow though because I want to believe in this tech and how much we need it.

 

[BassNBrew]

LOL...Only green is the decimated blast for the past Red Light Holland and Fulgent.

 

[pecorino]

Silicon Valley data centers totaling nearly 100MW could 'sit empty for years' due to lack of power — huge installations are idle because Santa Clara can't cope with surging electricity demands

One day the AI trade has to wake up to the lack of electricity right?

relevant to today's activity.

Seems like most of the activity is driven by Softbank's news. But if they're just going to plow the cash back into OpenAI then it hasn't really left NVDA.

coreweave seems to be hit hard based on the data center news. But todem always said it was never a good value until it got below 100 or closer to 80 or 85.

looks like they lowered their guidance

Are we buying CRWV?

Are we buying CRWV now? Looks like a falling knife.

 

[Sand]

Anyone looking into the autonomous trucking sector? It seems the big players are AUR (used to be a SPAC ), Waymo (private), and Kodiak AI (KDK). This area seems ripe for disruption, but I haven't seen a massive amount about this area.

After NKLA I've lost trust in this area. Will follow though because I want to believe in this tech and how much we need it.

To be fair NKLA was a pretty bold scam. AUR has trucks actually driving in Texas (real routes, real cargo). Not sure about the others, so was starting to look into this.

 

[Dwayne Hoover]

I sold off a little AMD a couple of days ago before Lisa Su's bullishness about the future. I definitely trust what she is saying though.

I'm going to watch it for a while and if we get a decent pullback, I'm going to load up more. Feel like we have a lot of time and there will be better buying opps down the road.

 

[Dwayne Hoover]

My favorite stock at the moment is Eli Lilly. Just crushing it.

It was around $650 a couple of months back and I bought more at that time.

 

[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.

Would you just look at this little Brontosaurus Rex out there grazing along, bad weather and all?

Reaching all-time highs, gapping up on another breakout, up over 4% on the day. God bless this lovable big lug, along with his droppings/yield all over the garden.

 

[McBokonon]

There's the long-awaited AXON haircut we all knew was coming eventually

this a buy here do you think?

I’m honestly giving it some time. Market feels wobbly.

Sorry

 

[ConstruxBoy]

Disney getting destroyed today. Gotta love it. Buy now and sell after they reach a deal.

 

[Capella]

Disney getting destroyed today. Gotta love it. Buy now and sell after they reach a deal.

Their 5 year and 10 year charts are in the red. Never going back to them.

 

[General Malaise]

VRT got murdered today.

 

[General Malaise]

Disney getting destroyed today. Gotta love it. Buy now and sell after they reach a deal.

Their 5 year and 10 year charts are in the red. Never going back to them.

What would be a catalyst to buy right now? I tried DIS once, lost money and bailed. I have no desire to return but am curious what would compel a person to buy right now.

 

[BassNBrew]

Disney getting destroyed today. Gotta love it. Buy now and sell after they reach a deal.

Their 5 year and 10 year charts are in the red. Never going back to them.

Disney getting destroyed today. Gotta love it. Buy now and sell after they reach a deal.

Their 5 year and 10 year charts are in the red. Never going back to them.

What would be a catalyst to buy right now? I tried DIS once, lost money and bailed. I have no desire to return but am curious what would compel a person to buy right now.

One of the best decisions I made this year was selling 100% of my disney at a lost and buying NVDA when both were in the low 100's.

 

[BassNBrew]

VRT got murdered today.

Added at $161.11 earlier today.

 

[fruity pebbles]

My favorite stock at the moment is Eli Lilly. Just crushing it.

It was around $650 a couple of months back and I bought more at that time.

Been a great tech hedge for me along with Berkshire.

 

[Harry Frogfish]

Disney getting destroyed today. Gotta love it. Buy now and sell after they reach a deal.

Their 5 year and 10 year charts are in the red. Never going back to them.

What would be a catalyst to buy right now? I tried DIS once, lost money and bailed. I have no desire to return but am curious what would compel a person to buy right now.

Similar reasons to why you bought in, I presume. People with kids that can't stop consuming everything Disney. Endless supply of those, too. That demographic fits right in the wheelhouse of Investing 101. Until they don't. And god I hate the "Until it [doesn't happen]" thing, sorry, couldn't help it.

 

[St. Louis Bob]

Team no Disney. Bought it during the pandemic. Vaccine. People in parks. $50 hot dogs. Stock goes up. Before going right back down. @Capella Nice charts GB

Of course this means something happens like the Saudis get bored with golf and buy Disney for 50x.

 

[steelerfan1]

There's the long-awaited AXON haircut we all knew was coming eventually

this a buy here do you think?

I’m honestly giving it some time. Market feels wobbly.

Sorry

You were pretty spot on. Didn’t buy any yet, but really kicking myself for not getting rid of DIS. going to rage drop this today

 

[culdeus]

Feeling a disturbance in the force.