That’s one way to look at it. The other way is…Spend a ton of money on AI infrastructure. Fail at finding a way to effectively use it for your own purposes. Sell excess compute to others to offset your costs.
OT: Stock and Investment Thread
- Thread starter RU05
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I added more SECZ…no turning back now.
Check out FIGR numbers…doubled my position on report so now I’m slightly in the green after getting killed for close to a year. Love the story/product just hope it doesn’t get squeezed by competitors.
COIN…HOOD…I think Trump account news cycle and kiddie accounts bodes well for second half.
A small cap healthcare play I previously botched -AVAH - is back on my list after buying/selling and missing a 30%+ move. It’s a platform for in-home healthcare…aging population trends (plus pediatric care) favor the stock. There is also an estate planning angle = with real estate prices way up some people would rather not sell house to avoid cap gains, and don’t want massive nursing home bill. Instead age/die in a home that’s paid off and house then gets transferred to kids with new cost basis upon death.
FIGR is very interesting. That's the Peter Thiel stock that he sold, but that is over now. I like HOOD over COIN. COIN is very behind on its offerings compared to Robinood.
FIGR is mortgage/blockchain lending tech. You are thinking of thiel’s Bullish = which I did notice Woods has been buying and could be interesting spec play if crypto starts rebounding. COIN is moving largely based on OUSD but my HOOD position is 3x COIN
Got it, thanks! I will check out FIGR and put it on my watchlist. I'm looking to add a few more positions to my home-run swing stock basket.
I am swinging for the fences on a bunch of quasi spec stocks after selling portions of long core positions in META, GS, GOOG, NVDA, AMZN, and few others. Been Rotating new money past few weeks to SECZ, HOOD, RACE, FIGR, COIN, AVAH, Marriott, SPCX…also trading in and out of MKC and FUN but may keep them around for dividends
OUSD stablecoin announcement has annihilated CRCL. Looks like OUSD will launch natively on SOL. SOL also the preferred network for tokenized stocks. Thinking of taking swing at spec FWDI = it’s the SOL treasury and digital asset co. The more I read about SOL’s and ETH’s use cases for the tokenized world and future of finance, it makes me wonder why BTC exists at this point.
NFTs crawled, so memecoins could walk and rwa’s could run. Sol will see new ath’s again. Still can’t believe you can’t just buy it and stake it yourself in NJ but FWDI is a good alternative.
Probably the best mainstream rwa play, but as I think someone mentioned before, SPAC dilution would give me pause.
I would think if SECZ was going to do a secondary offering it would be at least after the lock-up period or 6+ months - right?
Was thinking more along the lines of warrants but it looks like they don’t have any
Kinda crazy that these accounts are getting more press. Seeing people say they refuse to open them is comical.
Those people = let's harm our children's future in the name of TDS
SECZ with a nice dip today for anyone that believes in the business…the CEO talked about making some acquisitions in some adjacent areas which seems to have pissed odd the Market.So, buy the dip?
Yeah, I saw it was up before. I only have 1/2 of a position, so I'm eager to add and build it to a double/high conviction holding.
Up day on what has been a see saw last couple weeks.
Couple of my long term holding smaller plays, S & INDI, which have struggled for the entirety of my owning them on decent runs. TEM, is another one.
PLTR continues to hang around $130.
LYFT's chart, for whatever reason, looks good. Don't know if it's a long term play, but it looks strong on the both the 4 year and the 5 month as it climbs out of the doldrums.
Can we put a couple days together though and get on a run?
Couple of my long term holding smaller plays, S & INDI, which have struggled for the entirety of my owning them on decent runs. TEM, is another one.
PLTR continues to hang around $130.
LYFT's chart, for whatever reason, looks good. Don't know if it's a long term play, but it looks strong on the both the 4 year and the 5 month as it climbs out of the doldrums.
Can we put a couple days together though and get on a run?
I sold my AAPL leaps at a 150% profit. I think it's going to $400, but I was using "real" money in our Fidelity IRA and the position got large. Too much profit to pass up. Regardless, I am really looking for my next AAPL trade via my personal/trading account. Hoping for a modest dip, but I'm not going to wait too long. Perhaps Jan 2025 $350 calls?
We are awesome! Got a buy alert for NET breaking out today. Short-term calls. Maybe Sept $300. Tight stop loss of $240/245.
AAPL getting love from Josh Brown lately and I think $400 is likely. Problem is every single time I buy Apple it goes straight down like recently when it dropped to $275. It’s on my buy list yet again - it may be the biggest AI winner
RUN is a very interesting spec stock I bought two weeks ago that’s now getting attention. Near rock bottom but has a new consumer AI energy pilot which could have huge potential. The idea of having energy/storage nodes is real especially if household energy consumption continues to rise as new AI driven items like appliances and robots increase. Also climate conditions are going to result in massive energy bills so consumers may revisit ways to cut costs with solar solutions.