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OT: Stock and Investment Thread

J

Jtung230

Heisman
Jun 30, 2005
18,958
12,152
82
T2Kplus20 said:
About 50 million Americans own BTC, including a majority of those from younger generations. As the boomers and Schiff's of the world die off, demand for BTC will continue to grow. Simple supply and demand.
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Fortune favors the brave. If the celebrities tell you to buy, you must buy it.
 
R

Rutgers Chris

All-American
Nov 29, 2005
4,548
5,199
97
Knight Owl said:
Bitcoin is not stonk. Peter Schiff is nothing but a gold salesman huckster scoundrel (but who likes to clip bond coupons anyway😂?) but I think he’s right about Bitcoin.
HODLing is for stonks and bonds only.
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Schiff is a genius. Tweet about gold- 57k views. Tweet about Bitcoin- 832k views. He’s probably making $250k a year on Twitter thanks to the Bitcoin hate replies and putting right back into gold.



 
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J

Jtung230

Heisman
Jun 30, 2005
18,958
12,152
82
Rutgers Chris said:
Schiff is a genius. Tweet about gold- 57k views. Tweet about Bitcoin- 832k views. He’s probably making $250k a year on Twitter thanks to the Bitcoin hate replies and putting right back into gold.



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Is he still calling for a housing crash or did he finally give up?
 
R

RUschool

Heisman
Jan 23, 2004
49,910
14,001
78
Nice day, sold over half of META but probably buy back when it goes down. Been increasing my CRM, got a long way to go to get to 52 week high.
 
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T2Kplus20

T2Kplus20

Heisman
May 1, 2007
30,750
18,753
113
rutgersdave said:
Nice day, sold over half of META but probably buy back when it goes down. Been increasing my CRM, got a long way to go to get to 52 week high.
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Amazing past 18 months. I really hope everyone in the thread has been overweight big tech and growth. Added to my CRM position after the dip. Paid off very well so far!
 
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K

Knight Owl

All-Conference
Jul 27, 2001
3,536
2,580
0
MSFT melted up to $467 today. It is stonk and priced to perfection so if hedgies want to hedge or take profits then please do so at your own peril. Fed funds rate will be cut at least twice this year probably so 2025 looks like more of the same regarding the AI narrative and some P/E multiples stay a bit “stretched.”
How can one tell when a stock is a stonk? I’m not 100% certain, but don’t ask Cathie Wood because ARKK has a whole bunch of UIPATH in it.
 
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T2Kplus20

T2Kplus20

Heisman
May 1, 2007
30,750
18,753
113
Knight Owl said:
MSFT melted up to $467 today. It is stonk and priced to perfection so if hedgies want to hedge or take profits then please do so at your own peril. Fed funds rate will be cut at least twice this year probably so 2025 looks like more of the same regarding the AI narrative and some P/E multiples stay a bit “stretched.”
How can one tell when a stock is a stonk? I’m not 100% certain, but don’t ask Cathie Wood because ARKK has a whole bunch of UIPATH in it.
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NVDA has taken a breather for a while and I'm sure MSFT will do the same in the future. However, that doesn't change the fact that MSFT will be one of the big AI winners, so HODL!
 
K

Knight Owl

All-Conference
Jul 27, 2001
3,536
2,580
0
T2Kplus20 said:
NVDA has taken a breather for a while and I'm sure MSFT will do the same in the future. However, that doesn't change the fact that MSFT will be one of the big AI winners, so HODL!
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I wonder about the whole “double ordering” thing I keep hearing about regarding NVDA. Not really sure if it is a material concern for their future revenue but I do hear it mentioned a lot…that and the fact that the BigTech titans are looking to make their own AI chips soon. My 401K does have quite a bit of NVDA in it percentage-of-total-holdings-wise so I’m certainly thrilled about the AI bump with that stock.
Maybe this AI ramp up hit at just the right time as I’m approaching retirement and would not be thrilled at all with another decade like the aughts returns-wise.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
30,750
18,753
113
Knight Owl said:
I wonder about the whole “double ordering” thing I keep hearing about regarding NVDA. Not really sure if it is a material concern for their future revenue but I do hear it mentioned a lot…that and the fact that the BigTech titans are looking to make their own AI chips soon. My 401K does have quite a bit of NVDA in it percentage-of-total-holdings-wise so I’m certainly thrilled about the AI bump with that stock.
Maybe this AI ramp up hit at just the right time as I’m approaching retirement and would not be thrilled at all with another decade like the aughts returns-wise.
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Double ordering is a myth. NVDA/Jensen know who is ordering what and issues the appropriate guidance. Actually, they have a history of being very conservative with guidance. BigTech making chips are for applications, not running LLMs. And remember, once you buy NVDA chips you are also committing to the NVDA Cuda ecosystem and software. The moat is massive.

All signs point to this being very early in the new AI paradigm. First comes the equipment (NVDA). Then comes the makers of the technology/models (MSFT, META, GOOGL, OpenAI). Then comes the applications to the consumers (AAPL). And so on. Surely, there will be bumps in the journey, but AI is truly a revolution for society.

As with everything, manage your risk and needs with appropriate positioning and exposure.
 
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K

Knight Owl

All-Conference
Jul 27, 2001
3,536
2,580
0
T2Kplus20 said:
Double ordering is a myth. NVDA/Jensen know who is ordering what and issues the appropriate guidance. Actually, they have a history of being very conservative with guidance. BigTech making chips are for applications, not running LLMs. And remember, once you buy NVDA chips you are also committing to the NVDA Cuda ecosystem and software. The moat is massive.

All signs point to this being very early in the new AI paradigm. First comes the equipment (NVDA). Then comes the makers of the technology/models (MSFT, META, GOOGL, OpenAI). Then comes the applications to the consumers (AAPL). And so on. Surely, there will be bumps in the journey, but AI is truly a revolution for society.

As with everything, manage your risk and needs with appropriate positioning and exposure.
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I’m now super-overweight MSFT across all accounts but not rich enough nor old enough to now get conservative so I gotta figure out where to dip the toe in again given the stretched valuations as cash will be trash again soon enough.
 
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R

Rutgers Chris

All-American
Nov 29, 2005
4,548
5,199
97
Knight Owl said:
I’m now super-overweight MSFT across all accounts but not rich enough nor old enough to now get conservative so I gotta figure out where to dip the toe in again given the stretched valuations as cash will be trash again soon enough.
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If Bill Gates held his MSFT, he would be a trillionaire now. Instead he listened to that no-nothing Buffet and diversified. Now he’s barely worth $120 billion. Don’t risk not being a trillionaire.
 
K

Knight Owl

All-Conference
Jul 27, 2001
3,536
2,580
0
Rutgers Chris said:
If Bill Gates held his MSFT, he would be a trillionaire now. Instead he listened to that no-nothing Buffet and diversified. Now he’s barely worth $120 billion. Don’t risk not being a trillionaire.
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Cannot and will not risk it!
I’m using non-retirement account funds to enhance my diversified 401K returns as I don’t wish to buy an expensive car or some such.
Diversification via an SP500 index fund was certainly the way to go for a 401K the past couple of years especially in today’s AI driven market with “no-longer-zero” interest rates (Fed certainly hates being at ZIRP but must soon loosen) and the persistent international/emerging market opacity regarding anything regulatory and ongoing friend/re-shoring risks and Europe’s persistent lack of real growth.
 
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M

mdk02

Heisman
Aug 18, 2011
26,305
18,626
113
Rutgers Chris said:
If Bill Gates held his MSFT, he would be a trillionaire now. Instead he listened to that no-nothing Buffet and diversified. Now he’s barely worth $120 billion. Don’t risk not being a trillionaire.
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And what would MSFT be if it didn't have access to the cash it got from issuance of stock and the compensation to employees of stock vs. cash? Some of those shares were originally held by Gates.
 
R

Rutgers Chris

All-American
Nov 29, 2005
4,548
5,199
97
mdk01 said:
And what would MSFT be if it didn't have access to the cash it got from issuance of stock and the compensation to employees of stock vs. cash? Some of those shares were originally held by Gates.
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This is neither the time, nor the place to discuss hypotheticals.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
30,750
18,753
113
RU in IM said:
Corning CEO on CNBC this morning. He is very very bullish on the company, driven by AI as they are key in the internet-enabling optical fiber as well as glass components for the semiconductor industry.
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This makes a lot of sense. I remember hearing about Corning a few weeks ago.
 
R

RU05

All-American
Jun 25, 2015
14,579
9,116
113
RU-05 said:
I vaguely remember a Rutgers safety blowing guys up, I think during the Flood era, and I was thinking, when a bad college team has a guy doing this, it probably needs to get reigned it.
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RU in IM said:
Corning CEO on CNBC this morning. He is very very bullish on the company, driven by AI as they are key in the internet-enabling optical fiber as well as glass components for the semiconductor industry.
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T2Kplus20 said:
This makes a lot of sense. I remember hearing about Corning a few weeks ago.
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Josh Brown had been pushing the stock the last month or two
 
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R

RU05

All-American
Jun 25, 2015
14,579
9,116
113
Intc held $30 and now looks like its ready to climb back up. $33.50 at last check.
 
R

RU in IM

All-Conference
Nov 3, 2011
2,675
2,136
113
RU-05 said:
Josh Brown had been pushing the stock the last month or two
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I hope people got a chance to get in today. Although it opened up about 5%, it climbed another 7% throughout the day. It’s been on a nice run since my purchases in May and Nov. 2023.
 
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R

Rutgers Chris

All-American
Nov 29, 2005
4,548
5,199
97
Tsla looking like it wants to crack $300 before 8/8. Internet rumors of Uber co-founder and former CEO Travis Kalanick leading up the Robotaxi division were fun while they lasted.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
30,750
18,753
113
RU-05 said:
Bought some this morning. $34.50.

Sold Gild at a bit of a loss to finance the purchase.
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I'm just about to pull the trigger on a new GEV position. Hoping for it to dip below $170. Eyeing two additional biotechs.
 
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