Very interesting interview about silver just getting unhooked and not stopping any time soon. Lots of old hands still playing by old rules and missing the view. Banks and countries dont trust each other. The paper markets are running on fumes. The demands for physical is on course for fevered escalation ($300 ceiling becoming weak). For metals to crash the dollar would have to regain value but its in the ER. Tamp downs don't work and shorting is not advised (involved in Monday's burp). Media cant be well regarded about silver. Even if not interested in silver its interesting to hear honest ands measured pros talk inside baseball
OT: Stock and Investment Thread
- Thread starter RU05
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META up:
www.cnbc.com
TSLA up, IBM up.
Meta shares jump 10% on stronger-than-expected revenue forecast
Meta reported fourth-quarter earnings on Wednesday that topped estimates and issued stronger-than-expected sales guidance.
www.cnbc.com
TSLA up, IBM up.
Played around and put my portfolio into Gemini and he thinks I need exposure to energy infra, nuclear, etc. Suggesting OKLO, Sprott Miners ETF (URNM) and SMR. Any thoughts?
I still own OKLO as my nuke play although trimmed some at $130 before the slide. Have been looking at URNM and will likely buy on a dip. I own UROY for uranium royalty. Sold SMR a few weeks ago.
If you want to play the penny stocks game, I bought ARSMF (Ares Strategic Mining) this week. Apparently it’s the only domestic fluorspar game in town. Fluorspar is largely a fluxing agent but it’s my understanding can also be used for semiconductor chip etching. That was enough for me to throw it in my spec basket.
I've owned URNM for the past 3 years or so. Great ETF for uranium. Up bigly on it!
I own CCJ. Worlds largest publicaly traded Uranium miner. Been a great stock.
Lots of oil stocks look great, some of them in the early stages of a bounce(SLB, DVN) and thus not stretched or expensive.
My SLB and XOM leaps have been printing money. Recently got an alert on OBE as well.
TSLA now down.META up:
Meta shares jump 10% on stronger-than-expected revenue forecast
Meta reported fourth-quarter earnings on Wednesday that topped estimates and issued stronger-than-expected sales guidance.
TSLA up, IBM up.
First year of annual Rev decline. EPS down 40%.
Wonder how long the market will allow the robotics narrative to keep this stock afloat.
TSLA is all about the future, current/past earnings are irrelevant. Today might just be a flush kind of day, which needs to happen from time to time. I'll likely do some buying at the end of the session (including MSFT).
Likely a buying/adding opportunity. This narrative isn't ending anytime soon.
I'm so tempted to start buying (NOW and CRM or maybe just IGV). This bear sentiment doesn't make much sense and the tide will turn. I just don't know when.
Watching NOW as well. I could definitely see a bounce off today. But I'd rather see it settle down, find it's footing, and get moving upward again.
Today might be a good day for shorter term options?
Yeah, short-term option play sounds logical. The 2-year low was $128 in mid-2024. Is this now resistance that it needs to get through to rally?
Did it act at all as support on the way down?
Volumes play into it as well.
But yeah, that often is a thing.
I have one nuke/electric stock and it has done great so I looked into a few others. Problem I have with SMR and OKLO is they have no revenue.
FYI - added shares to my MSFT position and also bought some Jan 2027 calls!
Nothing with NOW yet.
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Apple
Here is how Apple’s major product lines did versus LSEG consensus estimates:
Here is how Apple’s major product lines did versus LSEG consensus estimates:
- iPhone revenue: $85.27 billion vs. $78.65 billion estimated
- Mac revenue: $8.39 billion vs. $8.95 billion estimated
- iPad revenue: $8.60 billion vs. $8.13 billion estimated
- Wearables, Home, and Accessories revenue: $11.49 billion vs. $12.04 billion estimated
- Services revenue: $30.01 billion vs. $30.07 billion estimated
- Gross margin: 48.2% vs. 47.5% estimated
KABOOM!
Apple sales surge 16% on ‘staggering’ iPhone demand
Apple reported fiscal first-quarter earnings on Thursday that surpassed expectations, with revenue soaring 16% on an annual basis.
www.cnbc.com
Read about SpaceX and xAI, but not about the TSLA connection. Interesting.
IDK if it’s me, but my company rolled out co-pilot and I still find myself using Gemini and other AI tools for tasks. I can’t buy MSFT because every time I do it stalls out and ties up too much money.
Big test for BTC in 2026. Been unusually quiet as it approaches $80K. I expect the pumpers to come out in full effect especially if the fear is that Warsh may not help their cause. BTC has certainly won plenty of battles but has gold finally won the war?
Greater fool theory.Actually, you only need buyers/believers to support that valuation.
This is why I've been using leap calls much more often now (normally Jan 2027 or Jan 2028). Get to control more shares for less down and you also limit risk.
Very sensible choice (but I would have loved to see Rieder come is as an outsider):
www.cnbc.com
Trump nominates Kevin Warsh for Federal Reserve chair to succeed Jerome Powell
President Trump named Kevin Warsh to succeed Jerome Powell as Fed chair, ending an odyssey that has seen unprecedented turmoil around the central bank.
www.cnbc.com
Calling the war over when gold is on an unprecedented parabolic run and Bitcoin is in a typical bear market might be a bit premature. Time will tell.
Random thoughts…
MSFT not executing or as a Tampa coach once said about his team’s execution, “I’m all for it.” Chat GPT partially to blame.
US has more gold than any nation so U!S!A!
New Fed Chair is a walking/talking recession.
Also…Please refrain from citing Fibonacci when talking about the price of a certain industrial-use & monetary metal.
MSFT not executing or as a Tampa coach once said about his team’s execution, “I’m all for it.” Chat GPT partially to blame.
US has more gold than any nation so U!S!A!
New Fed Chair is a walking/talking recession.
Also…Please refrain from citing Fibonacci when talking about the price of a certain industrial-use & monetary metal.