OT: Stock and Investment Thread
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Morgan Stanley jumps on the BTC train!
I agree. I tried the UVXY trade and it was not worth it. My timing for the 10% correction in the Nasdaq was good, but the volatility never rose as much as it should have. I underestimated the power of rotation into value and the amount of money still sitting on the sidelines which held down the volatility. Fortunately, I still made a small amount of money, but the risk-reward was not worth it.
In my opinion, the policy to limit access to accredited investors with $2 million AUM a with the firm is prudent, as is the percent of net worth limitation.
Looks like my ML account also has a lower margin requirement. Was trying to keep my long and short books separated.
+1
I like to keep things separate as well. My crypto portfolio is completely on the side (in a separate Fidelity account).
Papa Powell and the Fed's update:
Semiconductors are an interesting play right now. On the one hand demand is and will continue to be through the roof. And for the most part valuations are pretty good.
On the other hand, and not sure how much of this is covid related, but they can't keep up with demand and there are shortages all over the place.
Long term I think this is a no brainer, but short term maybe not so much.
On the other hand, and not sure how much of this is covid related, but they can't keep up with demand and there are shortages all over the place.
Long term I think this is a no brainer, but short term maybe not so much.
I was wrong about today - I figured Powell would say something to spook the market. Nevertheless, it’s times like this that I’m thankful I decided to go all in on investments 15 years ago by maxing out 401Ks, back-door Roths, 529s, and individual accounts. For those that care about their net worth, long term wealth building is all about short-term sacrifice and financial discipline.
Heavy into semi's via SOXX and XSD. Almost every tech sector talks about the shortage and demand for semi's. Very easy to be bullish. This is definitely an ETF play for me.
Giving you a big thumbs up on this. I'm in my mid-40s. My wife to be back in 2003 smacked me in the head and got us maxing out everything possible (and saving overall). Funds and now ETFs are what builds wealth. Stick to the plan, keep contributing through ups and downs, choose your funds wisely, etc.
But the shortages are looked at as missed rev's in the short term, and thus knocking back the respective stock prices.Heavy into semi's via SOXX and XSD. Almost every tech sector talks about the shortage and demand for semi's. Very easy to be bullish. This is definitely an ETF play for me.
I agree long term this might be the best sector out there. Outside of cannabis maybe.
I believe the massive future demand trumps any concerns about missing some short-term revenue. About 7% of our main retirement account is focused on semi's.
I do as well, and I likely stay in the space in the near term but I do think about putting that money into something more productive short term.
This is funny, what they were saying about Amazon in 1999.
Can anyone recommend a nice quiet digital neighborhood to raise a digital family? This NFT stuff is getting just plain stupid:
Amazon and Tesla are apples and oranges. Amazon was playing in a nascent space and had little online competition that could scale. Walmart didn’t even have an e-commerce website back then. And Amazon’s decision to pivot to a full-blown marketplace beyond books and the launch of AWS served as the critical catalysts. Tesla has a nice lead but is under siege.
Cramer bringing the truth: 
Way too many Tesla haters here. There needs to more respect for the revolution that is going on in the car industry. We are now only talking about EV's when it comes to the future of cars. We skipped the entire hybrid space. Tesla has led this revolution. To say, it has a nice lead is being disingenuous. Saying that Tesla is under siege is misrepresentation. To date, there is no real competition to Tesla. Sure, everyone has plans and there are some electric cars out there, but no one comes close to Tesla.
+1
As per the Technoking, prototypes are easy, mass production is hell. Let's see what these other companies accomplish with their cute prototypes.
Honestly, Tesla is a great company but you guys need to stop drinking the Musk Kool-Aid. We get it - they revolutionized/established the EV market. Well guess what - there isn’t a single legacy car manufacturer on the planet that hasn’t announced an EV strategy, not to mention all of the start-ups/SPACs. To pretend that competition won’t impact Tesla going forward, and everyone in the World will be driving Teslas, is nothing short of lunacy. There is a cult of Tesla zombies pretending that Tesla sells millions of cars. But, again, great company - but in a few years it will be one of many successful EV companies.
ARK with the big buy today of TDOC. And more buying for BLI.
Latest Trades
| Fund | Date | Direction | Ticker | CUSIP | Company | Shares | % of ETF | |
| 1 | ARKF | 03/17/2021 | Buy | 9923HK | G9835C108 | YEAHKA LTD | 210,400 | 0.0518 |
| 2 | ARKG | 03/17/2021 | Buy | TDOC | 87918A105 | TELADOC HEALTH INC | 78,371 | 0.1432 |
| 3 | ARKG | 03/17/2021 | Buy | BFLY | 124155102 | BUTTERFLY NETWORK INC | 215,623 | 0.0360 |
| 4 | ARKG | 03/17/2021 | Buy | SURF | 86877M209 | SURFACE ONCOLOGY INC | 54,742 | 0.0046 |
| 5 | ARKG | 03/17/2021 | Buy | IONS | 462222100 | IONIS PHARMACEUTICALS INC | 90,493 | 0.0481 |
| 6 | ARKK | 03/17/2021 | Buy | TDOC | 87918A105 | TELADOC HEALTH INC | 174,957 | 0.1305 |
| 7 | ARKK | 03/17/2021 | Buy | BLI | 084310101 | BERKELEY LIGHTS INC | 39,085 | 0.0085 |
| 8 | ARKK | 03/17/2021 | Buy | Z | 98954M200 | ZILLOW GROUP INC | 448,471 | 0.2480 |
| 9 | ARKK | 03/17/2021 | Buy | FATE | 31189P102 | FATE THERAPEUTICS INC | 18,860 | 0.0066 |
| 10 | ARKQ | 03/17/2021 | Sell | KMTUY | 500458401 | KOMATSU LTD | 6,900 | 0.0062 |
| 11 | ARKW | 03/17/2021 | Buy | TDOC | 87918A105 | TELADOC HEALTH INC | 52,148 | 0.1262 |
| 12 | ARKW | 03/17/2021 | Buy | Z | 98954M200 | ZILLOW GROUP INC | 164,615 | 0.2938 |
| 13 | ARKW | 03/17/2021 | Sell | ROKU | 77543R102 | ROKU INC | 77,395 | 0.3745 |
You are right - Ford, GM, VW, etc. know nothing about prototypes or mass production. I simply don’t understand why people get so irrational god forbid anyone doesn’t get on their knees for Musk. He’s a visionary for sure. Tesla is revolutionary. But, the party is getting crowded.
Oh yeah - I forgot Tesla isn’t a car company LOL. At least, that’s what all the Tesla nuts say when anyone dares to question Tesla’s valuation.You're right, those companies have been in the battery and tech business for years.
I do think the TSLA debate is pretty layered. There is certainly the EV layer. Then there is the solar layer. The self driving layer. And the battery layer which transcends it all.
I think they are overvalued, but trying to valuate them strictly by comparing them to legacy car makers doesn't look right either.
Legacy car companies have not been long in the EV market that is true. But they certainly know plenty about mass production. More fluent in that then TSLA actually.You're right, those companies have been in the battery and tech business for years.
Long-term rates are still on the move up. I guess the bond market sees inflation differently. The business media members were calling Powell the “maestro”, as he was able to calm the bond market yesterday. Well today, reality is creeping back in.
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Another great buying opportunity! Gotta take advantage of the chicken littles when you can.
well, if the sky does start to fall (or the stocks that have sky high and unjustified prices) the investors with their “head in the sand” will learn the effects of the bond market. Many young investors have not been around long enough to understand the impact.
I sold my ARKK a month or so ago before the dip. Is it a good time to grab some? Thoughts and opinions?
What you refuse to acknowledge is Tesla is moving FASTER than any current auto, legacy or startup. No better example that what we saw this week from VW's Power Day presentation.
Tesla will be producing MORE batteries in ONE factory (Berlin) than VW will be producing in 6 battery factories.
Tesla will produce these cells sooner: 2023 vs 2026
Tesla will produce these cells at a lower cost.
I'm not "on my knees" for Musk. I'm simply observing what is going on. VW did a battery presentation. Tesla did a battery presentation. Watch both. Take notes. Compare. That's all I'm doing. VW seems to be trying, and I applaud their effort and vision, but they're not catching Tesla. In fact, they (along with every other OEM), will fall further behind. These aren't opinions.