OT: Stock and Investment Thread

[RU05]

Just wait until peace deal #43 is announced. S&P will rally to 8,000!

I could use it. Been a rough week so far. Last week wasn’t good either.

 

[RUAldo]

I could use it. Been a rough week so far. Last week wasn’t good either.

Of course Varonis news today is that Proofpoint in talks to potentially acquire it…on my buy list didn’t pull trigger!

 

[RU05]

SNOW again blasting off on earnings. Up 24% at 8am.

 

[RU05]

HOOD up 10% this morning. Not sure why.

Chart looking very constructive. Right at a breakout level.

 

[Rutgers Chris]

HOOD up 10% this morning. Not sure why.

Chart looking very constructive. Right at a breakout level.

No idea if they’re monetizing it or how it impacts the bottom line but it’s currently having a memecoin moment on its robinhood chain

 

[rurahrah000]

MRVL on a good run.

 

[T2Kplus20]

MRVL on a good run.

Still got those calls!

 

[RU05]

MRVL on a good run.

Thanks for the bump. Wasn’t in the mood to look for this.

MRVL ran with AI euphoria early this year amd peaked right about when Jensen called it a trillion dollar stock. Cooled off but looks to have found its footing.


EWY chart looks similar but better i own KORU. 3x leverage.

META, which did look like it found a bottom, popping on it’s MUSE agent

NET also popping today.

Big 2 day pop for ARBE on news of a deal with a Chinese autonomous company. Still a penny stock. Im still in the red. But I still like the potential.

I was in the green most of the day yesterday before going red late. Currently im the green today. See if it sticks

 

[T2Kplus20]

About the AAPL event:

 

[T2Kplus20]

Thanks for the bump. Wasn’t in the mood to look for this.

MRVL ran with AI euphoria early this year amd peaked right about when Jensen called it a trillion dollar stock. Cooled off but looks to have found its footing.


EWY chart looks similar but better i own KORU. 3x leverage.

META, which did look like it found a bottom, popping on it’s MUSE agent

NET also popping today.

Big 2 day pop for ARBE on news of a deal with a Chinese autonomous company. Still a penny stock. Im still in the red. But I still like the potential.

I was in the green most of the day yesterday before going red late. Currently im the green today. See if it sticks

Josh Brown's TTAN blew up today. Double beat on rev and earnings, but slightly light guidance. Down a whopping 30%. Buying opportunity? Sounds like they are transitioning their platform to something more integrated with AI (kind of like PANW did last year, right?).

I've done well with TOST calls, so maybe I can repeat the trade!

 

[RU05]

Josh Brown's TTAN blew up today. Double beat on rev and earnings, but slightly light guidance. Down a whopping 30%. Buying opportunity? Sounds like they are transitioning their platform to something more integrated with AI (kind of like PANW did last year, right?).

I've done well with TOST calls, so maybe I can repeat the trade!

Right back to the lows of April. See if it can hold the line there.

 

[T2Kplus20]

Right back to the lows of April. See if it can hold the line there.

Yeah, back down in one fell swoop. LOL!

 

[RU05]

Cyber ripping. Keep me close

 

[T2Kplus20]

Cyber ripping. Keep me close

CRWD and PANW might put my daughter through college!

 

[Rutgers Chris]

It’s been a long time since I’ve seen a Burry take I agree with, and here it is


“Below are his reasonings:
1. LLMs are not AI and won't be AGI. There is nothing AI to slow down.

2. Competition is coming up fast, slowing benefits incumbents.

3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery

4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out”

 

[RUAldo]

It’s been a long time since I’ve seen a Burry take I agree with, and here it is


“Below are his reasonings:
1. LLMs are not AI and won't be AGI. There is nothing AI to slow down.

2. Competition is coming up fast, slowing benefits incumbents.

3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery

4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out”

Totally agree…does anyone think the first caveman that rubbed two sticks together and created fire was rich? These LLMs are commodities now. And open models will win over closed at least outside of specific environments or applications

 

[T2Kplus20]

It’s been a long time since I’ve seen a Burry take I agree with, and here it is


“Below are his reasonings:
1. LLMs are not AI and won't be AGI. There is nothing AI to slow down.

2. Competition is coming up fast, slowing benefits incumbents.

3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery

4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out”

Hmm, not sure if I fully agree, but a shockingly reasonable take by Crazy Burry.

 

[Rutgers Chris]

Hmm, not sure if I fully agree, but a shockingly reasonable take by Crazy Burry.

The whole thing is 99% a coordinated regulatory capture play. His explanation is as reasonable as any being put out there and similar to Sacks who has been the Dario foil for months.

 

[RUAldo]

The whole thing is 99% a coordinated regulatory capture play. His explanation is as reasonable as any being put out there and similar to Sacks who has been the Dario foil for months.

This whole thing is nonsense. What start-up or company in history ever said “we need more regulation”…let’s make our private investors less rich…let’s make less money for the good of humanity…

Hard for me not to think conspiracy theory given possibility that the entire stock market could tank on slowing AI growth with these two companies in the middle of it

 

[RU05]

WTI at $103.

Approaching a triple top? Or a break out?

This whole thing is nonsense. What start-up or company in history ever said “we need more regulation”…let’s make our private investors less rich…let’s make less money for the good of humanity…

Hard for me not to think conspiracy theory given possibility that the entire stock market could tank on slowing AI growth with these two companies in the middle of it

It does remind me a bit of the Manhattan project, and those guys were very concerned with the product they were creating.

 

[RUAldo]

WTI at $103.

Approaching a triple top? Or a break out?

It does remind me a bit of the Manhattan project, and those guys were very concerned with the product they were creating.

That was a top secret govt project. If the scientists and their investors were gonna be billionaires they would have been selling nukes at the general store.

 

[RU05]

That was a top secret govt project. If the scientists and their investors were gonna be billionaires they would have been selling nukes at the general store.

Thats what you imagine would happen.

I don’t.

 

[RU05]

WTI at $103.60.

 

[Anon1751565407]

WTI at $103.60.

The Houthis actually have ballistic missiles. This non-war war is going to drag on.

 

[seansherm]

Can anyone explain to me what LOOT or Lootpad are? My brother has turned like $2K into $15K+ today just buying and selling it's pops and drops. I can't even figure out what it is!

 

[T2Kplus20]

Can anyone explain to me what LOOT or Lootpad are? My brother has turned like $2K into $15K+ today just buying and selling it's pops and drops. I can't even figure out what it is!

Never heard of it. Crypto?
@Rutgers Chris

 

[Rutgers Chris]

Never heard of it. Crypto?
@Rutgers Chris

Lootpad is the Robinhood chain’s memecoin launcher. Not officially affiliated with RH, just an easy way to launch new shitcoins. Similar to pump.fun which dominated on Solana two years ago. Guessing $loot is the coin associated with it, launch fees, trades, etc likely pay back in loot

 

[Jtung230]

Just went to 45% cash. 25% was due to a 401k rollover.

 

[T2Kplus20]

The Man!