OT: Stock and Investment Thread

RU05

All-American
Jun 25, 2015
14,562
9,108
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Outstanding quarter for AVGO. Stock is flat, but it had a very high bar to clear (and it did).

Keep an eye on LULU. The stock is tanking, but this report looks like a kitchen sink quarter. Maybe a buy after a few days to let the dust settle?
Lulu is 13x fwd p/e.

Getting cheap.
 
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Scarletnut

All-Conference
Jul 27, 2001
5,459
4,140
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Cool story
Now, like an adult, please support your
Maybe not decades, but at least a dozen years. Adult enough?


“The unemployment rate for degree holders ages 22 to 27 has reached its highest level in a dozen years, excluding the coronavirus pandemic.
 
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RUAldo

All-Conference
Sep 11, 2008
4,479
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Lulu is 13x fwd p/e.

Getting cheap.
LULU is suffering from too much competition in the space. Alo is crushing it. Brands like Vuori growing fast. I’d bet on LULU becoming the next ECKO or FuBu before it becomes the next Polo RL.
 
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RU05

All-American
Jun 25, 2015
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Stumbled upon AVDV, international small cap value etf. Chart is amazing. AND a 3.5% div.
 

RUTGERS95

Heisman
Sep 28, 2005
27,744
37,640
113
Maybe not decades, but at least a dozen years. Adult enough?


“The unemployment rate for degree holders ages 22 to 27 has reached its highest level in a dozen years, excluding the coronavirus pandemic.
LOL you can't be serious as this being the basis for your assertion

just log off, you are out of your depth here
 

Scarletnut

All-Conference
Jul 27, 2001
5,459
4,140
77
LOL you can't be serious as this being the basis for your assertion

just log off, you are out of your depth here
You can pick and choose your sources and I can say the same. On top of that, you don’t know how to debate with civility. You need to grow up no matter what your chronological age is. Why don’t you log off.
 

RU05

All-American
Jun 25, 2015
14,562
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Bought some SOUN. Expensive but the chart looks good.

i already own some TNXP, im down a bunch but super small position so whatever, was thinking of buying more but its a great example of a falling knife right now and the three ratings i see on etrade are sells. So lll hold off.
 
Mar 23, 2017
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Maybe not decades, but at least a dozen years. Adult enough?


“The unemployment rate for degree holders ages 22 to 27 has reached its highest level in a dozen years, excluding the coronavirus pandemic.
One of those grads in the story got her masters degree in Data Science and moved to the Silicon Valley area to try and catch on with a big tech firm. I've seen a lot of analytics get near-shored to the Cognizants and Wipros of the world, probably just treading water until the AI takes over.
 

T2Kplus20

Heisman
May 1, 2007
30,708
18,714
113
Bought some SOUN. Expensive but the chart looks good.

i already own some TNXP, im down a bunch but super small position so whatever, was thinking of buying more but its a great example of a falling knife right now and the three ratings i see on etrade are sells. So lll hold off.
HOOD still looking good on the S&P news. RDDT became my largest position on Friday by a fraction. I assume HOOD will reclaim that title today! :)
 
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RU05

All-American
Jun 25, 2015
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AVGO follows up last weeks huge move with another 4%

some analysts on closing bell friday likened their raise in growth to NVDA’s from a couple years ago.
 
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Anon1751565407

Redshirt
Jul 3, 2025
75
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18
MSFT sleeping into September at just under $500/sh. Might start getting wild though leading into earnings release next month and just after but I personally think it will be quiet in the near term until some big news hits.The evening of last quarter’s earning release was wild and peaked at $560ish for a minute. Wish I had the guts to buy some cheap cheap Petrobras.🤣
 
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T2Kplus20

Heisman
May 1, 2007
30,708
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AVGO follows up last weeks huge move with another 4%

some analysts on closing bell friday likened their raise in growth to NVDA’s from a couple years ago.
HOOD blew the f up today. Now up 200%. I wonder if I should trim and take profit? Probably should wait a bit and enjoy the power of the S&P index investing. :)
 
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rurahrah000

All-Conference
Aug 21, 2010
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HOOD blew the f up today. Now up 200%. I wonder if I should trim and take profit? Probably should wait a bit and enjoy the power of the S&P index investing. :)
That one (HOOD) has blown by all my expectations. It may climb over $130 so I will hold for now.

I bought a good amount of CPNG. It looks like it is ripe for breaking out.

CRWD has been disappointing but I can see it breaking out to ~$480.

SOUN is breaking out and I am hoping it peaks at ~$24.

SNOW is breaking out and is clicking on all cylinders

Finally, I bought a very small amount of TLRY in the hopes that there will be some news that Trump might decriminalize marijuana.
 
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T2Kplus20

Heisman
May 1, 2007
30,708
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That one (HOOD) has blown by all my expectations. It may climb over $130 so I will hold for now.

I bought a good amount of CPNG. It looks like it is ripe for breaking out.

CRWD has been disappointing but I can see it breaking out to ~$480.

SOUN is breaking out and I am hoping it peaks at ~$24.

SNOW is breaking out and is clicking on all cylinders

Finally, I bought a very small amount of TLRY in the hopes that there will be some news that Trump might decriminalize marijuana.
Sooner or later weed is going to be nationally legalized. Probably by Trump. Not a bad idea to hold a little TLRY.
 

rigi19040

Junior
Aug 1, 2024
491
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Anyone have any opinions on energy stocks?

All the ai and tech companies need huge amounts of energy. Big tech is now investing in energy. Nukes, fusion and fission.
 

rigi19040

Junior
Aug 1, 2024
491
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RU05

All-American
Jun 25, 2015
14,562
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Anyone have any opinions on energy stocks?

All the ai and tech companies need huge amounts of energy. Big tech is now investing in energy. Nukes, fusion and fission.
Some huge winners already in utilities like GEV and NRG as well as uranium and small nuclear plant companies.

if ORCL’s guidance is any indication there is more room to run.
 
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rigi19040

Junior
Aug 1, 2024
491
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Some huge winners already in utilities like GEV and NRG as well as uranium and small nuclear plant companies.

if ORCL’s guidance is any indication there is more room to run.
There are many. Ceg, vst, and oklo are killing it.
 

T2Kplus20

Heisman
May 1, 2007
30,708
18,714
113
PPI tanks this month. I don't understand why this wasn't expected. The July data point was nonsensical, so August is essentially a correction:

(Reuters) - S&P 500 and Nasdaq futures extended gains on Wednesday, after cooler-than-expected producer prices data for August boosted expectations for a September interest-rate cut from the Federal Reserve.

A Labor Department report showed the Producer Price Index rose 2.6% on an annual basis in August, compared with a 3.3% gain expected by economists polled by Reuters. On a monthly basis, it fell 0.1% compared with an estimated 0.3% rise.

Excluding volatile food and energy components, core PPI rose 2.8% on an annual basis, compared with an expected 3.5% rise.
 

Rutgers Chris

All-American
Nov 29, 2005
4,534
5,172
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Now this is how you spend your stock gains. Get a big move? Publicly reach out to the #1 receiver recruit in the country (currently committed to Ohio State) to see if you can flip him.
 
Jul 5, 2025
504
322
63
You can pick and choose your sources and I can say the same. On top of that, you don’t know how to debate with civility. You need to grow up no matter what your chronological age is. Why don’t you log off.
the AP story was purely anecdotal.. while it could have been refuted more elegantly, the gist of using it as evidence being ridiculous is correct
 
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RUTGERS95

Heisman
Sep 28, 2005
27,744
37,640
113
You can pick and choose your sources and I can say the same. On top of that, you don’t know how to debate with civility. You need to grow up no matter what your chronological age is. Why don’t you log off.
I don't suffer fools well
your comment was absolutely dumb and your data to support even dumber, shows a lack of critical thinking

I've forgotten more on this stuff than you can learn.

we're good

told you all the bls revision was going to be about a million. there is more coming too

saddle up peeps
 

rigi19040

Junior
Aug 1, 2024
491
306
63
Now this is how you spend your stock gains. Get a big move? Publicly reach out to the #1 receiver recruit in the country (currently committed to Ohio State) to see if you can flip him.



It is really sleezy though. Should be against the rules.



Second thing is it is NOT Portnoy's gains. It is Larry Ellison's gain and he did not even go to Michigan.