OT: Stock and Investment Thread

[RU05]

Hope you loaded up

Decent position.

 

[RU05]

Never struck me as having any real moat especially with Teams and Workspace bundles, plus RTO was a huge a negative catalyst leading to slower growth. Then again I thought Docusign would be dead by now and it’s still breathing.

I never use them but i hear the msft product stinks

Zoom is the best product. What they need is more products.

 

[RU05]

Be careful.

Im Evil Kneivel out there.

 

[Rutgers Chris]

I never use them but i hear the msft product stinks

Zoom is the best product. What they need is more products.

We are on Google suite. Not issues there or with Zoom. I spend entirely too much time professionally waiting for a meeting to start where someone is “having trouble signing on to Teams.”

 

[RU05]

I did sell my quantum’s. Those things were getting crushed.

also sold high dept AI plays like cbrs. Also getting crushed.

 

[RUAldo]

I did sell my quantum’s. Those things were getting crushed.

also sold high dept AI plays like cbrs. Also getting crushed.

I’m out of quantum except for two quantum encryption scratch-off lottery tickets = QNC and QSEGF. QNC has a really interesting patent which takes a totally different approach using electrons.

I’m trying to be more conservative on AI plays hitting some peripheral stocks. Jacobs Solutions = water management. ACN/Hurn = consulting/integration. AKAM and NET = edge and cyber. Small position in ALAB = copper and optical connectivity. Been heavy on AAPL and MSFT lately. Tokenization = SECZ, FIGR, FWDI.

 

[rurahrah000]

I did sell my quantum’s. Those things were getting crushed.

also sold high dept AI plays like cbrs. Also getting crushed.

You selling quantum can only mean one thing... they are about to rip higher

 

[RU05]

You selling quantum can only mean one thing... they are about to rip higher

Trust me, these thoughts do cross my mind.

But the charts all suck and on a day when I was outperforming these stocks were still red. Ill keep an eye on them but I think they are dead for now.

 

[T2Kplus20]

Cause they have the best product?

Clarification. Zoom has the best video streaming platform, but not the best overall product. That’s easily Teams. It has so much functionality and integrates nicely into the MS ecosystem. There’s a reason why most companies moved to it.

 

[T2Kplus20]

You selling quantum can only mean one thing... they are about to rip higher

Which quantum is a buy and hold? Still waiting for a good price on IONQ, but I know you liked a few others.

 

[RUAldo]

Anyone own TKO or have thoughts on it? Stock is close to 52-week lows. I like the niche brands like UFC/WWE. Gov’t looking to have UFC train FBI agents. Not sure if that’s a positive or negative catalyst.

 

[RUAldo]

Which quantum is a buy and hold? Still waiting for a good price on IONQ, but I know you liked a few others.

I can’t make heads or tails of quantum companies or how they intersect with AI models. Quantum is supposed to solve the most complex problems which prob means won’t replace anything in our daily lives. At the same time I can see a quantum “scare” coming so I’ve been focusing on encryption as a slice of cyber. I like what NET is doing in the post-quantum encryption space although hard to tell which companies will be winners/losers. The cyber space is getting really crowded.

 

[rurahrah000]

Which quantum is a buy and hold? Still waiting for a good price on IONQ, but I know you liked a few others.

You have to treat them as a basket. Add more to the basket as companies go public. No one knows for sure how many of these will be winners. This includes folks that work in quantum computing.

 

[RU05]

Really good compound this week which included a bullish take on gold and even more bullish on BTC. Without the typical crypto mumbo jumbo.

 

[rurahrah000]

I can see PLTR going up another 15-20% and then correct after earnings. I like the fact that it closed at ATH.

 

[RUAldo]

Really good compound this week which included a bullish take on gold and even more bullish on BTC. Without the typical crypto mumbo jumbo.

I’ve been waiting for gold, silver and rare earth to climb seems they may be headed for a turnaround. I’m probably still down 10% across those positions.

 

[rurahrah000]

Trust me, these thoughts do cross my mind.

But the charts all suck and on a day when I was outperforming these stocks were still red. Ill keep an eye on them but I think they are dead for now.

The charts aren't good, but last time the charts looked this bad for quantum stocks, it took off. I am buying more here

 

[RUAldo]

SOFI looks interesting at these levels and seems to have found a floor around $15. Down 40%+ 1Y. It’s innovating in all the right places and bank charter gives it a big advantage. Also included in Citrini Research’s Breaking the Wall report. My biggest issue is it’s hard to tell if it eventually gets crushed by bigger players or acquired.

 

[T2Kplus20]

Really good compound this week which included a bullish take on gold and even more bullish on BTC. Without the typical crypto mumbo jumbo.

Jurrien was very bullish on gold. Great episode! Fidelity has a lot of rock stars.

 

[RU05]

Today feeling like a washout, thinking possible short term trading opportunity.

 

[Caliknight]

Palantir baby!

 

[RUAldo]

Palantir baby!

Sold PLTR in 160s for nice gain. Still like it but Tough to buy now with mid-terms coming.

Burry feeling good right now going to be a bumpy ride at least until Anthropic IPO and if that doesn’t happen look the F out.

Im still buying AAPL/MSFT and will add big on any major corrections…nibbling on COIN/HOOD…adding small to existing SECZ/FIGR spec positions. I’m still convinced tokenization and blockchain will revolutionize finance only question is when. MA on my radar on next dip. Bought UNH before earnings. Looking at WM and WMT for defense and long term holds. Started small position in CTSH (Cognizant) when BOA reported hiring a buttload of consultants to review IT architectures and patch systems

 

[AnonAmoose26]

Sold PLTR in 160s for nice gain. Still like it but Tough to buy now with mid-terms coming.

Burry feeling good right now going to be a bumpy ride at least until Anthropic IPO and if that doesn’t happen look the F out.

Im still buying AAPL/MSFT and will add big on any major corrections…nibbling on COIN/HOOD…adding small to existing SECZ/FIGR spec positions. I’m still convinced tokenization and blockchain will revolutionize finance only question is when. MA on my radar on next dip. Bought UNH before earnings. Looking at WM and WMT for defense and long term holds. Started small position in CTSH (Cognizant) when BOA reported hiring a buttload of consultants to review IT architectures and patch systems

Translation: BOA just layed off a ton of IT staff and has docked a boatload of indentured H1B's to do the same work. The more things change, the more they stay the same.

 

[Captain Hogleg]

Translation: BOA just layed off a ton of IT staff and has docked a boatload of indentured H1B's to do the same work. The more things change, the more they stay the same.

Maybe B of A should pay attention to their own in-house shenanigans and money laundering. These banks are clearly jealous Jensen and Hock Tan are replacing them as the primary source of capital.