Toggle sidebar

OT: Stock and Investment Thread

R

RU05

All-American
Jun 25, 2015
14,651
9,158
113
T2Kplus20 said:
When staples like KO start making AI announcements, okay, perhap then we are jumping the shark. :)
Click to expand...
There was a guy from ARK on fast money last night, and he liked TSLA, CAT and DEERE for AI.

Reasoning was, while all the tech stocks are building AI for others to use, and will thus have to battle it out to get those customers, the companies above are building AI for their own products. He liked TSLA for all the data they already have and will continue to accumalate.

I still own TSLQ, pretty even on the stock, but have done pretty well selling call's.
 
  • Like
Reactions: T2Kplus20
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
31,189
19,200
113
RUfromSoCal? said:
sheez........
nothing that interesting was said..... but, once again - this guy (who I actually like) is gonna have his judgement and ability to handle things questioned........




Click to expand...

Powell is stupid. My thesis holds. :)
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
31,189
19,200
113
RU-05 said:
There was a guy from ARK on fast money last night, and he liked TSLA, CAT and DEERE for AI.

Reasoning was, while all the tech stocks are building AI for others to use, the companies above are building AI for their own products. He liked TSLA for all the data they already have and will continue to accumalate.

I still own TSLQ, pretty even on the stock, but have done pretty well selling call's.
Click to expand...
I can see that.....AI helping with the design and manufacturing of such products. If AI starts impacting the industrials, look out! Everything AI to the MOON! Including NVDA. :)
 
R

RU05

All-American
Jun 25, 2015
14,651
9,158
113
T2Kplus20 said:
I can see that.....AI helping with the design and manufacturing of such products. If AI starts impacting the industrials, look out! Everything AI to the MOON! Including NVDA. :)
Click to expand...
I was assuming the machines do the field work themselves, with an ability to read terrain, conditions, weather etc. And collect the info along the way.
 
  • Like
Reactions: T2Kplus20
RUTGERS95

RUTGERS95

Heisman
Sep 28, 2005
29,416
40,475
113
RU-05 said:
There was a guy from ARK on fast money last night, and he liked TSLA, CAT and DEERE for AI.

Reasoning was, while all the tech stocks are building AI for others to use, and will thus have to battle it out to get those customers, the companies above are building AI for their own products. He liked TSLA for all the data they already have and will continue to accumalate.

I still own TSLQ, pretty even on the stock, but have done pretty well selling call's.
Click to expand...
I feel like TSLA is this centuries Bell where Bell went from the light bulb to so many important technologies and endeavors.
 
  • Like
Reactions: T2Kplus20 and Rutgers Chris
RUfromSoCal?

RUfromSoCal?

Heisman
Nov 26, 2006
34,317
42,038
113
FAANG is crushing......

S&P YTD less top 7 tech stocks is down (-2%) YTD...........

means something........ not sure what............
 
  • Like
Reactions: T2Kplus20
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
31,189
19,200
113
RUfromSoCal? said:
FAANG is crushing......

S&P YTD less top 7 tech stocks is down (-2%) YTD...........

means something........ not sure what............
Click to expand...
It means, the big boys are just getting bigger and more important. Sometimes the winners stay the winners for a long time.
 
R

RU05

All-American
Jun 25, 2015
14,651
9,158
113
RUfromSoCal? said:
FAANG is crushing......

S&P YTD less top 7 tech stocks is down (-2%) YTD...........

means something........ not sure what............
Click to expand...
Flight to quality has been a narrative. Especially with Banks being a concern(and a drag on the S&P).

Also some rotation back after brutal 2022's.

And they've killed it thus far on earnings, so instead of a pullback post earnings, it gave them another leg up.

AMZN tonight. That one seems poised.
 
  • Like
Reactions: Morrischiano
RUfromSoCal?

RUfromSoCal?

Heisman
Nov 26, 2006
34,317
42,038
113
RU-05 said:
Flight to quality has been a narrative. Especially with Banks being a concern(and a drag on the S&P).

Also some rotation back after brutal 2022's.

And they've killed it thus far on earnings, so instead of a pullback post earnings, it gave them another leg up.

AMZN tonight. That one seems poised.
Click to expand...
yup... thinner and thinner rally - and forward-looking multiples on those few winners getting sky-high...

returns are exceptional... and the efficiency AND growth story seem affirmed...

and yet, the questions is can something trigger a real retreat (not just a retracement) ... Not trying to be the bearguy...... just weird times......
 
R

RU84

All-Conference
May 6, 2003
1,447
1,335
48
T2Kplus20 said:
Great post. Completely agree.
Click to expand...

RUTGERS95 said:
I feel like TSLA is this centuries Bell where Bell went from the light bulb to so many important technologies and endeavors.
Click to expand...
TSLA is still relatively early in its development. Right now they're lowering costs because production is exceeding capacity on the Y and 3. The next big leg up in the story will be when they move from the early adopter phase of their life cycle to mass adoption. The catalysts will be: 1) come out with a $25,000 - $35,000 model, 2) roll out the Cybertruck and 3) expand the charging network.
 
  • Like
Reactions: Rutgers Chris, RUTGERS95 and T2Kplus20
R

rutgersguy1_rivals

Heisman
Dec 17, 2008
45,214
16,774
0
RUfromSoCal? said:
FAANG is crushing......

S&P YTD less top 7 tech stocks is down (-2%) YTD...........

means something........ not sure what............
Click to expand...
Personally I'd take some off the table for some of the FAANG names. After some of the pops from earnings, I've sold some of the higher priced shares that I accumulated on the way down. Get out a little in the green for those shares and it brings down the avg price of the rest that I'm still holding and less worry over any pullbacks after these big runs up.
 
  • Like
Reactions: RU in IM
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
31,189
19,200
113
RUfromSoCal? said:
yup... thinner and thinner rally - and forward-looking multiples on those few winners getting sky-high...

returns are exceptional... and the efficiency AND growth story seem affirmed...

and yet, the questions is can something trigger a real retreat (not just a retracement) ... Not trying to be the bearguy...... just weird times......
Click to expand...
GDP for Q1 came in low at 1.1%. This essentially ends the Fed's rate hiking (unless they want to create a true depression). Please remember, the stock market is very forward looking. We are very close to the end of this economic cycle and bear market. Perhaps one more significant dip, but I am officially in buy mode.

If you wait for the all-clear signal, you will miss out on a huge part of the bull rally.
 
M

Morrischiano2

All-American
Dec 3, 2019
5,956
7,718
0
T2Kplus20 said:
GDP for Q1 came in low at 1.1%. This essentially ends the Fed's rate hiking (unless they want to create a true depression). Please remember, the stock market is very forward looking. We are very close to the end of this economic cycle and bear market. Perhaps one more significant dip, but I am officially in buy mode.

If you wait for the all-clear signal, you will miss out on a huge part of the bull rally.
Click to expand...
Sooo no worries about stagflation?
 
J

Jtung230

Heisman
Jun 30, 2005
19,078
12,244
82
T2Kplus20 said:
GDP for Q1 came in low at 1.1%. This essentially ends the Fed's rate hiking (unless they want to create a true depression). Please remember, the stock market is very forward looking. We are very close to the end of this economic cycle and bear market. Perhaps one more significant dip, but I am officially in buy mode.

If you wait for the all-clear signal, you will miss out on a huge part of the bull rally.
Click to expand...
LOL. Rates were up across the curve today.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
31,189
19,200
113
RUDead said:
AMZN already gave up all those gains. Back to flat on overnight trading.
Click to expand...
Up 5% today already. More rally to come for AMZN, especially as the cost cutting efforts improve the bottom line.

SNAP tanks.....as expected. Intel popping due to less bad earnings than feared! LOL.
 
R

RU05

All-American
Jun 25, 2015
14,651
9,158
113
SNAP down big on earnings


Had the last of my position called away awhile ago at $11.

Was this close to selling puts today.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
31,189
19,200
113
RUBlackout said:
All AMZN gains wiped out already today
Click to expand...
Good move by Jassy. They were sandbagging on the call and setting up another big beat for Q2. Smart investors will see through this.

Big Tech = 4 for 4 on earnings. AAPL up next week for the sweep!
 
R

RU05

All-American
Jun 25, 2015
14,651
9,158
113
T2Kplus20 said:
Good move by Jassy. They were sandbagging on the call and setting up another big beat for Q2. Smart investors will see through this.

Big Tech = 4 for 4 on earnings. AAPL up next week for the sweep!
Click to expand...
I do want to get back in so Im rooting for one last pull back.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
31,189
19,200
113
RU-05 said:
I do want to get back in so Im rooting for one last pull back.
Click to expand...
Now is the time to buy any reasonable dip. This economic/bear cycle is coming to an end with GDP only at 1.1% and the Fed wrapping up. I'm itching to get the rest of my bonus cash in the game.
 
G

Goo_rivals317293

Junior
Jul 31, 2001
835
200
43
These one day, one week, one month moves are insignificant.

A lot of pain ahead for Amazon (AMZN - 4/27/23 close~$110)

TSLA on the other hand will be the biggest company in the world in the not so distant future. That does not mean it’s impossible to see it down 10%-15% from current levels. I’m in if we see 135 for another swing higher.

I wish everyone a nice rest of the month.
 
R

RUAldo

All-Conference
Sep 11, 2008
4,649
3,320
113
Goo said:
These one day, one week, one month moves are insignificant.

A lot of pain ahead for Amazon (AMZN - 4/27/23 close~$110)

TSLA on the other hand will be the biggest company in the world in the not so distant future. That does not mean it’s impossible to see it down 10%-15% from current levels. I’m in if we see 135 for another swing higher.

I wish everyone a nice rest of the month.
Click to expand...
Musk is too distracted and competition continues to ramp up. Cybertruck will be a flop relative to the initial hype. Other than big tech’s usual suspects, earnings numbers have not been good.
 
You must log in or register to reply here.
Top Bottom