OT: Stock and Investment Thread

rurahrah000

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Aug 21, 2010
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Very interesting day! Which do you think has the most upside.....INFQ or XNDU?
I own both in the portfolio. INFQ has higher weight than XNDU. HQ weight has gone up too high. In fact, all of the quantum stock have run up too fast and I will have to trim positions in the basket.
 
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RU05

All-American
Jun 25, 2015
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CBRS down 10+% on earnings.

Revs beat. But margins disappointed.

Getting close in terms of a reasonable revs metric. Somewhere around 40x this years. Which is expensive but with 100% yoy growth its not far off.
 

RU05

All-American
Jun 25, 2015
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PLTR looks like it has fully broke below its $130 support. Currently at $115. 53x revs.

I already own some. I'll probably add at some point, not sure where next support level is.
 
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RU05

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Jun 25, 2015
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PLTR now officially looks terrible. There will be a buying opportunity moment but I don't think this is it.
 

gmay8

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Nov 29, 2005
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I bought a dozen shares of APPL. No clue why it's down 6% today, but it's a good business, and if I can get it 6% less than yesterday i'll take it
 

RU05

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Jun 25, 2015
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Started a position in CBRS, Down a bunch since it's earnings on Tuesday, but today was a lock up release day. So maybe a bottom.

Still very pricey on current rev's but gets much cheaper with the expected growth.

Very small position. Looking for some more downside and I'll buy more.
 

T2Kplus20

Heisman
May 1, 2007
32,140
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Saw that CEPT converts to SECZ on July 1 or 2. Will be interesting to see if it does the typical SPAC dump. If it does, happy to buy more!
 

RU05

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Jun 25, 2015
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Started a position in CBRS, Down a bunch since it's earnings on Tuesday, but today was a lock up release day. So maybe a bottom.

Still very pricey on current rev's but gets much cheaper with the expected growth.

Very small position. Looking for some more downside and I'll buy more.
Nailed the bottom…..but I didn’t buy enough to enjoy the big bounce.
 

RUAldo

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Sep 11, 2008
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Saw that CEPT converts to SECZ on July 1 or 2. Will be interesting to see if it does the typical SPAC dump. If it does, happy to buy more!
Crazy price action recently. been steadily buying it for months. Redemption floor was around $10.50. Few days ago it dropped to almost $10.00 no clue why…thought about doubling down on what’s already a large spec position but chickened out because I was deep in the red and that wasn’t supposed to happen with hedgefunds agreeing to rollover their shares. Then it popped 26% and over $13 now. Some serious players in this thing so buckle your seat belts. This is the one stock I’m willing to take a shot at even if I miss big. FIGR moving now too…doubled that position yesterday. Tokenization/blockchain could be the crypto off-ramp and finally take finance into the future
 
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RU05

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Jun 25, 2015
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META popping on a report it will build a cloud business and sell excess compute.

Very cheap stock, could be ready for a run.

Helping put me comfortably in the green today.

Probably my favorite thing is being in the green while the majors are all red.

Edit: I am popping now. Meta up near 10%, one of my biggest holdings, and I was this close to selling some.
 
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RU05

All-American
Jun 25, 2015
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PLTR trying to crawl back to $130, will it now be resistance?

I should have added on that dip.

But I've got my money all aimed at this land acquisition. Which, unlike stocks, requires all sorts of work. Dealing with gov't agenices, excavators, perc tests. Not to mention property taxes.

Ah whatever.
 

RU05

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Jun 25, 2015
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Effing CRWV though. Down 10%. Also on the Meta news, I guess that cuts into their business.

Total dud in my portfolio. Probably a good trade op here though.
 

rurahrah000

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Aug 21, 2010
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PLTR trying to crawl back to $130, will it now be resistance?

I should have added on that dip.

But I've got my money all aimed at this land acquisition. Which, unlike stocks, requires all sorts of work. Dealing with gov't agenices, excavators, perc tests. Not to mention property taxes.

Ah whatever.
PLTR should go up from here. This is a beast of a company and got caught up in the software sell off.
 
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rurahrah000

All-Conference
Aug 21, 2010
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Crazy price action recently. been steadily buying it for months. Redemption floor was around $10.50. Few days ago it dropped to almost $10.00 no clue why…thought about doubling down on what’s already a large spec position but chickened out because I was deep in the red and that wasn’t supposed to happen with hedgefunds agreeing to rollover their shares. Then it popped 26% and over $13 now. Some serious players in this thing so buckle your seat belts. This is the one stock I’m willing to take a shot at even if I miss big. FIGR moving now too…doubled that position yesterday. Tokenization/blockchain could be the crypto off-ramp and finally take finance into the future
I will not buy any SPACs until I have a clear idea of how many shares are given out. The dilution that some of these companies undergo at the last minute can be insane. Unlike other companies that sell stock to raise funds, these companies just hand them out like candy for no increase in shareholder value.
 
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RUAldo

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Sep 11, 2008
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I will not buy any SPACs until I have a clear idea of how many shares are given out. The dilution that some of these companies undergo at the last minute can be insane. Unlike other companies that sell stock to raise funds, these companies just hand them out like candy for no increase in shareholder value.
I’ve gotten burned on a few SPACs and this is the first one I bought since SOFI…def not an expert but I don’t think shareholders would have approved the deal if the plan was to quickly dilute. For me it’s just a lottery ticket because I like the fundamental story and future of finance. I think chip chasers may be moving to finance as HOOD, COIN, FIGR, etc all deep in green. I’ve been buying all three. I think HOOD has a lot of room to run once Trump accounts start snowballing.
 
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RUAldo

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Sep 11, 2008
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META news is pretty damn big. Great move for Zuck and team!
Sold entire META position back in the $640s a few months ago. I’m skeptical of this pop as they made a similar announcement when the stock was at $600…it jumped to $630…then took a nosedive. I interpret this news as negative for their ad biz.
 

RUAldo

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Sep 11, 2008
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But holding on to my COPX calls. Not giving up on copper! :)
Bailed on COPJ earlier this week when I read aluminum is the new copper and I needed to do some portfolio maintenance anyway. Bought Nike after hours yesterday around $37 and sold today easy money. Trimmed some AI related stocks and added to COIN and HOOD.
 

RU05

All-American
Jun 25, 2015
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Gold bouncing off $4k. $4132.

pretty symmetrical chart. Broke through $4k in the fall. Peaked in winter and here we are now back around $4k.

my eye says gold chart looking better then silver.
 
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T2Kplus20

Heisman
May 1, 2007
32,140
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Gold bouncing off $4k. $4132.

pretty symmetrical chart. Broke through $4k in the fall. Peaked in winter and here we are now back around $4k.

my eye says gold chart looking better then silver.
Yes, gold looking much better. I've read a few analysts say wait to buy silver around $55 (for the long-term).
 
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RU05

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Jun 25, 2015
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High risk, high reward trade potential with KORU.

Seems to be sitting on the bottom rung of a downward sloping price channel. Should also be support due to it being a high it failed at in Feb, and then worked to break through in April.

Highly volatile with 20% daily moves being common place.
 

T2Kplus20

Heisman
May 1, 2007
32,140
20,057
113
High risk, high reward trade potential with KORU.

Seems to be sitting on the bottom rung of a downward sloping price channel. Should also be support due to it being a high it failed at in Feb, and then worked to break through in April.

Highly volatile with 20% daily moves being common place.
By the way, got a technical buy alert for UTI. Need to check it out this afternoon.
 
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T2Kplus20

Heisman
May 1, 2007
32,140
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I’ve gotten burned on a few SPACs and this is the first one I bought since SOFI…def not an expert but I don’t think shareholders would have approved the deal if the plan was to quickly dilute. For me it’s just a lottery ticket because I like the fundamental story and future of finance. I think chip chasers may be moving to finance as HOOD, COIN, FIGR, etc all deep in green. I’ve been buying all three. I think HOOD has a lot of room to run once Trump accounts start snowballing.
Good first day for SECZ. I have plenty of room at add on the dip.