Stock Thread (46 Viewers)

[urbanhack]

BROS starting to percolate?

can I top you off?

 

[General Malaise]

In for 20 shares META. Left CRM alone. Sold off some of the resource names that were good to me earlier but have fallen out of favor.

 

[Buckna]

Sold a couple of dogs like TGT in my rollover HSA and added a few shares of META in that account. Already have some in my main account but nothing i want to sell there at the moment

 

[General Malaise]

President making noise that he'll okay NVDA selling chips to China....got things hopping there.

 

[Sand]

By "Sheeple move" you mean blindly following my suggestion? LOL

We should give you a title. Stock Thread Grand Pooh-Bah Todem has a nice ring to it.

 

[Sand]

In for 20 shares META. Left CRM alone. Sold off some of the resource names that were good to me earlier but have fallen out of favor.

Thought about selling AREC, but I didn't think this resource issue is going to go away, so held onto it. They are already thrashing during negotiations. Maybe 5 year horizon on this to play out?

 

[Senor Schmutzig]

BROS starting to percolate?

And CAVA is up almost 14% for the day....

 

[McBokonon]

Doubled down on CRCL, bought some META (sheeple move here, but being a sheeple got me EXC and CEG, so sheeple I am).

The Sheeple has been selling META. I go against the Sheeple......that's how we make money.

By "Sheeple move" you mean blindly following my suggestion? LOL

Would you sell CRM to buy META?

I'd sell CRM to buy crank from a Mexican street urchin.

 

[General Malaise]

Doubled down on CRCL, bought some META (sheeple move here, but being a sheeple got me EXC and CEG, so sheeple I am).

The Sheeple has been selling META. I go against the Sheeple......that's how we make money.

By "Sheeple move" you mean blindly following my suggestion? LOL

Would you sell CRM to buy META?

I'd sell CRM to buy crank from a Mexican street urchin.

Lol.....Todem likes this one. I don't even know what they do other than own Slack?

 

[Bob Sacamano]

Tell me more about this crank.

 

[Todem]

Doubled down on CRCL, bought some META (sheeple move here, but being a sheeple got me EXC and CEG, so sheeple I am).

The Sheeple has been selling META. I go against the Sheeple......that's how we make money.

By "Sheeple move" you mean blindly following my suggestion? LOL

Would you sell CRM to buy META?

I would sell CRM here and add more to META everyday to Sunday.

TGT also was sold a while ago. Sorry for that one guys…..just didn’t work out yet if ever.

End of the year is always a great time to dump dogs and buy hot chicks that are under appreciated

 

[Craig_MiamiFL]

Sold a couple of dogs like TGT in my rollover HSA and added a few shares of META in that account. Already have some in my main account but nothing i want to sell there at the moment

Great move. TGT is a mess and has been for quite awhile. They've made their own bed and now get to lay in it. That's not changing by hiring a CEO from within to replace Brian Cornell.

 

[McBokonon]

We are talking about a quarterly miss here

Agree with most (I made sure to acknowledge it as a trading vehicle just for you!) but not this part. Many retailers have adapted to COVID/Inflation/Consumer demand in a way Target hasn’t. It’s been going on for a few years now. Bad product mix, etc.

 

[Todem]

We are talking about a quarterly miss here

Agree with most (I made sure to acknowledge it as a trading vehicle just for you!) but not this part. Many retailers have adapted to COVID/Inflation/Consumer demand in a way Target hasn’t. It’s been going on for a few years now. Bad product mix, etc.

You were right I was wrong.

My batting average is still HOF level though

 

[McBokonon]

You were right I was wrong.

NOW I can start my weekend!

 

[identikit]

Not jinxing things today

 

[identikit]

Bought a chunk of AMD today

Try not to sell it too soon, like last time

 

[kevzilla]

The Kraken released earnings that met expectations, but revenue that fell short. Taking a gentleman's 4% beating atm.

 

[Gamma1210]

I bought some CABA earlier this week after reading some recommendations over the weekend and looking at the chart. Been trending sideways the past few days, just hoping the next move is upward. Will have some good room to run if it is.

Bio's are always volatile but this one seems to have a solid reputation and had a lot of recommends.
Nice pop today!

I've been meaning to ask about this. What are the thoughts here? It's brutal in biotech right now, what made them stand out? Genuinely curious as this is in my world.

 

[Sand]

Someone strapped some solid propellant onto CLS and KTOS.

Now, both were dropped into a deep, dark hole over the last month, so like a subterranean launch?

 

[McBokonon]

CLS

What’s that now?

 

[McBokonon]

We've got to be able to identify the beneficiaries of the AI boom. It won't only be NVDA. Maybe it's competition, maybe it's complementary services, maybe it's yet to be identified. Who will be the Oracle to Microsoft, the Dell to Hewlett-Packard, the Sun Microsystems to IBM?

Can Palantir be the software platform that companies rely on to leverage AI? They have a strong hold on government contracts and are moving to the commercial private sector. If they can do in private industry what they've done at the federal level, they will do very well...

I’ve been thinking about this a bit, too. Who else will benefit that hasn’t already gone parabolic? Thinking software companies like Adobe, SIs like Accenture, data center REITs, that kind of thing.

I hesitate to bring anything growthy up here anymore because how people trade and scale are different and so are risk appetites but...

They're up big recently and today but $CLS is still cheap. Using AI in logistics, growing fast.

February 2024. CLS was trading in the $30-$40 range when I posted this. Respect the McBokonon name.

McB - currently drunk in Chicago

 

[General Malaise]

The Kraken released earnings that met expectations, but revenue that fell short. Taking a gentleman's 4% beating atm.

Turned green!!!!

 

[urbanhack]

Costco on sale?

 

[McBokonon]

Costco on sale?

Costco is a Top 5 position for me but I trimmed a little earlier this year. I love them, they’re stable, but their valuation hasn’t really made sense for a long time.

 

[fruity pebbles]

Costco on sale?

Not with a forward PE of 40 when Amazon is 30.

 

[McBokonon]

$COST, my largest holding, reports this week. Every time I go to Costco it makes me want to buy more, but every time I open my account I see how much I have and that it’s trading at 50X forward earnings, I hyperventilate a little. I want to trim but I haven’t talked myself into it yet.

 

[⚡DEADHEAD⚡]

10 bagger. Nice one dude.

 

[jamny]

I bought some CABA earlier this week after reading some recommendations over the weekend and looking at the chart. Been trending sideways the past few days, just hoping the next move is upward. Will have some good room to run if it is.

Bio's are always volatile but this one seems to have a solid reputation and had a lot of recommends.
Nice pop today!

I've been meaning to ask about this. What are the thoughts here? It's brutal in biotech right now, what made them stand out? Genuinely curious as this is in my world.

I saw it on a few different lists of "stocks to buy", it got a few recent upgrades, management seems to be solid, good results for its RESET-PV trials and, as I said, technically the chart looked good. Unfortunately I didn't sell on the day of my last post but I'm still hopeful for a new move up. I almost sold yesterday but volume didn't scream sell.

 

[Bob Sacamano]

Would like to thank Sam Altman for the day GOOGL had. Respek

 

[pecorino]

Doubled down on CRCL, bought some META (sheeple move here, but being a sheeple got me EXC and CEG, so sheeple I am).

The Sheeple has been selling META. I go against the Sheeple......that's how we make money.

By "Sheeple move" you mean blindly following my suggestion? LOL

Can’t believe I bought META last week. So icky. But up sharply so thanks. Do we have a price target?

 

[Desert_Power]

Costco on sale?

They just need to announce they're going to turn part of their warehouses into a data center with OpenAI or something.

 

[JB Breakfast Club]

Nice open for SYM.
Meanwhile AMD continues to be my worst timed stock (bought back in at 227).

 

[Capella]

NVDA basically a meme stock now.

 

[pecorino]

CRWV back down to the mid-60s. It's a yoyo.

 

[Todem]

NVDA basically a meme stock now.

Fundamentally absolutely not.

Weak legged money selling here.

Long term money holding strong.

 

[Todem]

Doubled down on CRCL, bought some META (sheeple move here, but being a sheeple got me EXC and CEG, so sheeple I am).

The Sheeple has been selling META. I go against the Sheeple......that's how we make money.

By "Sheeple move" you mean blindly following my suggestion? LOL

Can’t believe I bought META last week. So icky. But up sharply so thanks. Do we have a price target?

$850

 

[identikit]

NVDA basically a meme stock now.

Fundamentally absolutely not.

Weak legged money selling here.

Long term money holding strong.

It's the only stock that has me red overall

And that's aok

 

[General Malaise]

Did AMD insult somebody's mama? Goodness.....

 

[The Z Machine]

Did AMD insult somebody's mama? Goodness.....

Well NVDA is still king but Google don't need them, so AMD is 3rd best AI hardware and is losing the street's confidence it seems.

 

[NajehHejan]

My fintwit feed had a post about high income ETF recommendations, and the list of suggestions included stuff I had never heard of, like QDVO, QQQI, SPYI, MAGY. All four of these are up between 3-10% over the past year, and have insane yields of like 13-35%! Much higher yields than the SCHD and JEPI types I’m already invested in.

MAGY started in April, and pays a weekly dividend, yields like 35%, it generates income by writing covered calls against its ETF MAGS (equal weighting ETF of the Mag7). Is this too good to be true, or should I be loading up on this thing in my tax sheltered accounts? Expense ratio only like 1.29%

https://seekingalpha.com/article/4841101-magy-etf-seek-exposure-for-mag-7-but-caution-is-warranted?source=affiliate_program:stockanalysis.com&utm_medium=affiliate&utm_source=stockanalysis.com&affid=858&oid=16&transaction=4bcb5ef9e03b43e1a7a7bfcc2a58680c