OT: Stock and Investment Thread

[Vlife]

 

[RUAldo]

This week I went back to basics and started “building” positions instead of my recent arrogant buys (losses)…of course I bought my first tranche of AKAM today and it jumps 20% after hours. Joking aside, AKAM should be a big player in agentic AI. I plan to keep adding on pull backs.

Hard not to like NET in the new agentic world. Could go on a serious run.

Tokenization and blockchain finally getting attention. Would love to see BTC sell off and have that money get directed to real blockchain products/companies.

 

[Rutgers Chris]

This week I went back to basics and started “building” positions instead of my recent arrogant buys (losses)…of course I bought my first tranche of AKAM today and it jumps 20% after hours. Joking aside, AKAM should be a big player in agentic AI. I plan to keep adding on pull backs.

Hard not to like NET in the new agentic world. Could go on a serious run.

Tokenization and blockchain finally getting attention. Would love to see BTC sell off and have that money get directed to real blockchain products/companies.

Don’t hold your breath on a Bitcoin sell off. Next leg up loading

 

[RUAldo]

Don’t hold your breath on a Bitcoin sell off. Next leg up loading

I was sort of joking although I can see a scenario where tokenization goes mainstream and people realize over time that BTC has no use case and doesn’t do anything. I actually own some SOL and FWDI. Been looking at other opportunities in the agentic commerce space.

 

[rurahrah000]

SECZ has been on a tear. Weren’t there some folks really into it on this forum?

 

[Rutgers Chris]

I was sort of joking although I can see a scenario where tokenization goes mainstream and people realize over time that BTC has no use case and doesn’t do anything. I actually own some SOL and FWDI. Been looking at other opportunities in the agentic commerce space.

You’ll give in and realize worldwide people actually use bitcoin and here in the states people are more than comfortable holding as a store of value eventually. The Solana pivot gives me hope

 

[Rutgers Chris]

SECZ has been on a tear. Weren’t there some folks really into it on this forum?

@T2Kplus20 is a secz maxi

 

[T2Kplus20]

@T2Kplus20 is a secz maxi

Tokenize the world!!! And rocking PURR as well.

Got buy alerts for DINO and VLO (which I have already), but it might be a good idea to see if this new possible Trump/Iran deal happens.

 

[RUAldo]

SECZ has been on a tear. Weren’t there some folks really into it on this forum?

I have a large SECZ position and was pumping it here before the SPAC mainly because of the Lutnick connection. Notice Cantor was the first major to upgrade it LOL. I will say I didn’t do my cost basis any favors with some ill-timed buys early on but I would be a pig to complain given the recent move.

 

[RUAldo]

On Meta, CNBC did a survey…going purely by their reporting, 75% of people said they would not buy the charm pointing to their phone, not wanting another thing to carry, just another thing to charge, it’s unnecessary, etc. The fact that Zuck believes a physical device is the key makes me think Apple and Google will win. Zuck could have stopped at the Muse app with no hardware. He knows his best chance is to put something, anything, in people’s hands. Hosting that product launch when the Charm isn’t even finished yet also has to make you wonder. Could have waited closer to Xmas. The internal components and exterior finish were not done. Why reveal it now unless there is a reason to rush to market…

BTW, this is not meant to be an opinion on Meta stock.

 

[T2Kplus20]

SECZ has been on a tear. Weren’t there some folks really into it on this forum?

Yes, pre-SPAC merger (started buying around the time the Computershare deal was made) and loaded the boat at $6. So cost basis is $7'ish (IIRC). So far so good. Unfortunately, option contracts are still pretty limited (at least last time I looked).

 

[RUAldo]

Here’s an interesting spec micro play: Quantum emotion corp (qnc). quantum encryption will be front and center in the new AI world. Qnc’s securekey encryption technology just got a patent notice of allowance. Here’s the company description…

Quantum eMotion Corp. (QNC.NaE) is a quantum-secure cybersecurity company developing a comprehensive platform designed to protect data, communications and digital infrastructure against both current and emerging threats. The Company's technologies combine quantum-generated entropy, post-quantum cryptography, secure communications and advanced cryptographic key protection to support applications across cloud computing, artificial intelligence, financial services, healthcare, blockchain, government and critical infrastructure.

thoughts?

 

[Rutgers Chris]

New investing strategy- buy the most hated Mag7 stock. Up 347% since May. Someone dubbed it the “Lag 7” trade.

 

[Rutgers Chris]

On Meta, CNBC did a survey…going purely by their reporting, 75% of people said they would not buy the charm pointing to their phone, not wanting another thing to carry, just another thing to charge, it’s unnecessary, etc. The fact that Zuck believes a physical device is the key makes me think Apple and Google will win. Zuck could have stopped at the Muse app with no hardware. He knows his best chance is to put something, anything, in people’s hands. Hosting that product launch when the Charm isn’t even finished yet also has to make you wonder. Could have waited closer to Xmas. The internal components and exterior finish were not done. Why reveal it now unless there is a reason to rush to market…

BTW, this is not meant to be an opinion on Meta stock.

How about a curveball option to win- SpaceX. Already has a competitive AI model. Starlink service can compete on cost like no one else can. It works everywhere- planes, no service areas, etc. Have to wonder if they try it at some point. He’s close here, just don’t think Meta is needed as a partner.

 

[RUAldo]

How about a curveball option to win- SpaceX. Already has a competitive AI model. Starlink service can compete on cost like no one else can. It works everywhere- planes, no service areas, etc. Have to wonder if they try it at some point. He’s close here, just don’t think Meta is needed as a partner.

Agree - Elon doesn’t need Zuck.

I may end up looking foolish because of the massive hype right now, but I can see Meta completely tanking. I actually like Tesla for the first time EVER although haven’t bought any yet. Love MSFT now that they are fixing co-pilot. AAPL is not going to let Meta run away with agents.

 

[RU206]

MSFT up to $515

 

[Anon1751565407]

MSFT up to $515

If you’re in at $495, hold. If you’re in at $280, sell.

 

[RUAldo]

If you’re in at $495, hold. If you’re in at $280, sell.

At this point the only thing that may stop MSFT is the Gov’t. It owns the enterprise/employee interface. MSFT is integrating third parties like Harvey into the MSFT App Store so you basically just add it to your co-pilot click-and-go. I made a co-pilot agent this week in an hour that can now do a slice of my job for me. Once MSFT perfects co-pilot and Teams the stock will go to the moon. What am I missing in this investment equation?

 

[phs73rc77gsm83]

If you’re in at $495, hold. If you’re in at $280, sell.

Bought Microsoft shortly after the IPO in the late ‘80s. Sold some in the lte ‘90s to pay off the mortgage and holding the rest to five to the kids on a stepped up basis when we pass. That, along with Amgen bought shortly after the IPO, which I still hold, turned me into a permanent bus and hold guy. Of course it doesn’t always work, bought Global Crossing in the ‘90s and road it all the way down…