OT: Stock and Investment Thread

jtung230

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Strength leads to more strength, especially at the end of a year when institutions, hedge funds, and RIAs are chasing to catch up.
All the funds own NVDA already. Everyone and every fund owns NVDA. That’s why it will have a hard time DOUBLING next year. I’m sure the stock can keep performing. We are talking about it doubling in 12 months.
 
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RU05

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GM up 9.8% on a big double beat. Up a double from it's lows from last Nov. Still only a 5x P/E.
 

Knight Owl

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MCD Quarter Pounders linked to e-coli outbreak. Bigly bad for them.
MSFT jumped 2% today for no obvious reason…and thus maintains stonk status.
 
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RU05

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Must be taking share from somewhere - indication of sluggish EV sales (Tesla / Rivian)?
Don't think it's a market share issue.

GM's sales through the first half of the year were down. Granted this was a the 3rd qtr, but I think this is more a pricing/margins story.
 

RUAldo

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MCD Quarter Pounders linked to e-coli outbreak. Bigly bad for them.
MSFT jumped 2% today for no obvious reason…and thus maintains stonk status.
Supposedly just onions not meat, confined to 10 states, and recall successful…wondering if stock rebounds quick…
 

Knight Owl

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Thinking about MCD…

I was about to pull trigger on ASML at $680 but I blew it. Been keeping eye on it. Too busy day trading OKLO.
Funny but not surprising that QSR (Burger King’s parent) is up 4% after hours while MCD is down 5% after hours. QSR stock is “cheap” and has a dividend yield over 3% and sells at about a 18 PE. QSR also has Popeyes and Tim Hortons.
 
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RUAldo

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Thinking about MCD…

I was about to pull trigger on ASML at $680 but I blew it. Been keeping eye on it. Too busy day trading OKLO.
I did buy MU yesterday for what will likely be a short-term trade.
 

T2Kplus20

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$25B in rev's. $739m aint nothing but what not I'd call signifcant either.
Now up +12%.

Made a small move today. In my core/FSI stock basket, sold KLAC (up 30%) and replaced with UNH. KLAC has been a solid stock, but their exposure to China is becoming problematic.
 
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T2Kplus20

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Interesting thoughts in TSLA's report. Lots of nice FSD revenue and guided up on deliveries:

 

RU05

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RU05

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SOFI continues to look great. I think $10 was a break out level. Now at $11. Runway to $15?