Some interesting ideas from CNBC interview with Will.I.Am….talked about AI wreaking havoc on content and music making live performances a huge opportunity and critical to performers in the future: I’m thinking Live Nation may need a closer look here. Also talked about building your own AI agent as a digital version of yourself and how homes will need a mini data center with GPUs in the future and will be viewed no differently than a refrigerator. I do think the future home will need higher electrical capacity and a back-up generator, plus can’t see how today’s WiFi routers can handle the workload.
OT: Stock and Investment Thread
- Thread starter RU05
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without context i'm thinking it shows the Aug 21 calls at $3 strike price are at a price of 0.56 ($56)... that the open interest is just over 24K... that earnings will be on March 4th before market opens, and perhaps the price of the stock was $1.55 at the time of the alert.
No f'ing idea. LOL!
Other important news, see below. Can't believe I'm saying this, but if the dollar keeps falling, emerging markets and development markets (ex-US) are going to continue to rally. I'm sitting on a bunch of EEM $60 Jan 2027 calls. Might need some additional international exposure:
US Dollar has begun a meaningful decline, which I expect to test and undercut last year’s lows
The US Dollar has begun to sell off a bit more sharply today as both EURUSD and GBPUSD near upside triangle breakouts.
The expectation is that the US Dollar is beginning a very sharp move down to test and undercut last year’s lows, technically. I like being long Euro and the Pound a bit more than the Yen at the present, but eventually this arguably will also join in moving up vs the Dollar. While many might be eyeing 97.7 for the US Dollar, I’m pretty confident this will be undercut, technically speaking, and lead down to a test of last September’s lows at 96.6 and then a break of this level. Overall, trends have turned bearish, and lower prices look probable for DXY over the next few months.
The area at 1.355-1.365 is key for Sterling, while movement above 1.177 would trigger an upside breakout for the Euro. EURJPY has already broken out and should head higher to 1.885.
US Dollar Index
Good move. We have a good amount of PHYS/Sprott Gold in our Roth IRAs, but obviously my futures trading has been the main focus. I'm currently sitting on 40 1oz contracts. I was once as high as 100 contracts, but the price took off too quickly for me to build up to that size again. No problem, gotta be happy with what you got!
All the metals seem to be ripping, expect for copper. Maybe that's the next pump?
How are you buying it? I bought IAU this week but not sure what’s the best way to load up without taking physical possession.
Silver just hit 100.14 and that's considered a big mental block removed with more action to follow eventually. More buyers headed in. Stuff was in low 40s back in October.
BitGo IPO a total dud so far. No real action yesterday basically down or flat. Crypto is hanging by a Trump thread which, admittedly, may be all it needs for 2026 gains. But there is so much money flowing to precious metal/miners and chips it’s hard to see how BTC hits 2026 predictions. I didn’t realize how much wallstreetbets and retail was driving Micron and Sandisk.
Yup Costco too or local shops. Always buy physical from a reputable place and do your research on them.Costco?
Avoid eBay unless it’s a reputable store, definitely avoid facebook marketplace.
What’s the benefit of holding the physical gold vs a treasury or trust? Isn’t it the same investment exposure without needing to worry about storage and security?
Something to barter with after the zombie apocalypse.
LOL…and the process of selling/shipping has to be a pain and more expensive than just clicking “buy” and paying zero on the trade?Something to barter with after the zombie apocalypse.
I've always been a fan of physical. I don't think it has any real benefit tbh, I just like having the stuff.
This ^ lolSomething to barter with after the zombie apocalypse.
Not sure but I can tell you more and more data centers I am working at are using aluminum over copper because of the price of copper cable.
Copper has a crazy amount of industrial uses.
Silver has a big Fibonacci level at $111. Maybe a chance to slow down and consolidate? Gold is between levels right now ($4500 and $6300).
I've heard seasoned metal experts who say its not unusual for prolonged price spikes to come back down 30% or so. But that serves for the next launch. Gold went down a couple of years ago and then launched to the continued price roll that's building. Sometimes there are large sources of a metal that surface from the unknown regions where they were dormant. So even though its possible to see a retreat its just going back up.
People who called $70 silver price said it would happen in the winter and then $100 by spring and then $130-150 by summer. Now the predictions are even stronger and some are saying silver is an easy $300 and good chance at $5-600 in near future. Central banks are buying a lot of metal because most currencies are in bad shape, Some analysts are dire and expect fiat currencies to melt like something from 1920.
One silver warning is to avoid ETFs because they are overleveraged and when certain shortages hit the silver wont be there and payments will have to be made in disintegrating currency values. When the silver supplies tie up in a knot its going to leak into various derivatives and that's another haunted house.
Luke Gromen said US can save bond market or the dollar and they dollar is going down.
The ‘Just Get Silver’ Phase
Increasing Physical Silver Demand Forcing Panic Buying Phase
.https://substack.com/home/post/p-185668209
Silver does seem to have an element of FOMO/MEME to it. I'm not getting in the way of silver and currently owned the miners, so I hope to goes way higher. However, I'm still leaning on the gold rally with futures and equities since it looks to be grinding higher in a more controlled and logical manner.
I’ve significantly increased my exposure to gold, silver, and rare earth stocks. I even bought Ares (ARSMF) which apparently is the only permitted domestic source of fluorspar (used for aluminum and lithium batteries). If there is going to be a massive grid upgrade, power generation needs, electrical applications, etc. there will be an arms race to stockpile everything pulled out of the ground. At least that’s what I’m banking on. I can also see a scenario where crypto cash moves into precious metals. I don’t think the two assets can peacefully coexist so once again I’m betting on something with real world physical applications.
Some of the guys in this thread are vastly underselling their ability to be wrong. I know a big hedge fund founder who keeps a guy on payroll because he's wrong 90% of the time. His value to the firm pays him $5MM a year. They just do the opposite and crush it.
This guy isn’t most lolMost hedge fund managers get crushed by the market.
You are right about the concept. If I ever bet on sports, I would literally write down who I thought would win the games and then bet the opposite. I can’t predict **** with sports!
And this party may just be getting started. Just about any geo-political issue is going to stoke the fire.
Couldn't this just be profit taking? They each closed below their open but still up big for the day.
Huge earnings day! We shall see.
SBUX up 6% in pre-market due to renewed store growth:
www.cnbc.com
“Our Q1 results demonstrate our ‘Back to Starbucks’ strategy is working and we believe we’re ahead of schedule,” CEO Brian Niccol said in a statement. “It’s great to see the sales momentum driven by more customers choosing Starbucks more often, and this is just the beginning.”
I'm sitting on SBUX $90 leaps.
SBUX up 6% in pre-market due to renewed store growth:
Starbucks stock jumps as coffee chain's traffic grows for the first time in two years
Shares of Starbucks have fallen more than 3% over the last year.
www.cnbc.com
“Our Q1 results demonstrate our ‘Back to Starbucks’ strategy is working and we believe we’re ahead of schedule,” CEO Brian Niccol said in a statement. “It’s great to see the sales momentum driven by more customers choosing Starbucks more often, and this is just the beginning.”
I'm sitting on SBUX $90 leaps.
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