OT: Stock and Investment Thread

RUAldo

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Makes sense. Any thoughts on RDDT? This report was a minor stumble and caused a 15% pullback. But that user base is huge and could be monetized quite a bit.
From what I read, a change in Google’s algorithm affected user numbers. But they fixed the problem. I own it and will continue to hold, may even add today.
 
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RUinPinehurst

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Regarding Elon, I think it was Charlie Munger who said of his type "Never underestimate the man who overestimates himself." I don't believe this was meant as a compliment. Stil....
 
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RUAldo

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Anyone here own Applovin? It’s up 700% in one year and up 30% on earnings yesterday. Wondering if it’s the reason Trade Desk’s numbers were so bad.
 

T2Kplus20

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From what I read, a change in Google’s algorithm affected user numbers. But they fixed the problem. I own it and will continue to hold, may even add today.
Looks like RDDT is only down 7-8% this morning. Maybe I can still get it for under $200 later today.
 

T2Kplus20

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Regarding Elon, I think it was Charlie Munger who said of his type "Never underestimate the man who overestimates himself." I don't believe this was meant as a compliment. Stil....
Is Elon really "overestimating" himself? He's the richest person in the world by far, which doesn't even include SpaceX/Starlink directly yet. He's also the right-hand man of the new president. Seems like he already walked the walk.
 

RU05

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Sold Ulta(slightly in the red) and AGYS, (down 15% after being up a good amount).

Buy some RDDT maybe? Get back into China?


Edit: Looked through my portfolio, saw VRTX which I just bought the other day was very light. So added to that.
 
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RU05

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Some big rips out there today.

I don't own any of them, but a bunch of 10/20+% moves.
 

Rutgers Chris

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Some big rips out there today.

I don't own any of them, but a bunch of 10/20+% moves.
Don’t think I’d go back down the path, but Lucid is one of the runners today. Rawlinson thinks he can find a way to license their tech to legacy automakers who have fallen behind in EV development. Maybe he has a path or maybe he’s grasping at straws to stay afloat.
 
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RU05

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Don’t think I’d go back down the path, but Lucid is one of the runners today. Rawlinson thinks he can find a way to license their tech to legacy automakers who have fallen behind in EV development. Maybe he has a path or maybe he’s grasping at straws to stay afloat.
Picture perfect cup and handle on their chart.

Calls look fairly cheap. Maybe thats the play?
 

T2Kplus20

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Some big rips out there today.

I don't own any of them, but a bunch of 10/20+% moves.
My 3 call plays are doing very well today - ZETA, SLB, and WOLF. Bought another round of TTD so now it is up to a full position ($86'ish cost basis).
 

RUAldo

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Zeta is in limbo until the short seller accusations are resolved. Any news on that front? I haven’t seen anything lately.
 

Rutgers Chris

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It’s not a car company. It’s a defense company. $400mm for armor Teslas help the bottom line. Wonder if the US government will pay for it with crypto
Serious question…is not being just a car company a bad thing? Or do you just not believe it’s more than a car company?
 
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T2Kplus20

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Solid day for the markets. Positive inflation news on several components of PCE. Also, seems like Trump's tariffs announcement was okay.

PANW with a double beat. Down a bit right now, so I need to look at the details.
 

RUAldo

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That stuff was debunked within a few days. Everyone has moved on.
Nah, the CEO gave some BS answer stating the financial anomaly was insignificant relative to other contracts (or something to that effect). If it was debunked the stock wouldn’t still be trading in the low $20s. I booked a decent loss on the stock.
 

T2Kplus20

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NVDA filing shows they sold its stake in SOUN, SERV, and most of ARM shares.

Definitely going to get stopped out of SOUN at opening. Going to just dump now in extended. Maybe SERV is a buy on the crash?
 

RU206

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NVDA filing shows they sold its stake in SOUN, SERV, and most of ARM shares.

Definitely going to get stopped out of SOUN at opening. Going to just dump now in extended. Maybe SERV is a buy on the crash?
I’m holding on SERV. I’m still up 50% with the crash.
 
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T2Kplus20

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is WOLF showing signs of a bottom?

Ready for a meme run?
Hope so! My WOLF calls are pumping. I also got out of LULU today. 50% return. Been reading about a modest slowdown that may impact the recent rally.
 

RUAldo

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is WOLF showing signs of a bottom?

Ready for a meme run?
Aside from potential meme pump, what would be the catalyst for a WOLF run? The company is sucking wind and chip stocks have cooled.

I bought DASH and HOOD recently. Already up 15%+ in each. RACE has been on a nice run. ABNB is back on my shopping list after I sold 40 pts ago (ugh).

SG has dropped 30% recently and wiped out a chunk of my gains. But short interest really high and I think RTO, GLP1 and healthy trends still favor SG. Increased my position. Will be interesting come earnings this week.
 

RU05

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Aside from potential meme pump, what would be the catalyst for a WOLF run? The company is sucking wind and chip stocks have cooled.

I bought DASH and HOOD recently. Already up 15%+ in each. RACE has been on a nice run. ABNB is back on my shopping list after I sold 40 pts ago (ugh).

SG has dropped 30% recently and wiped out a chunk of my gains. But short interest really high and I think RTO, GLP1 and healthy trends still favor SG. Increased my position. Will be interesting come earnings this week.
I think a turnaround in revs and a trend shift in terms of losses.

Really all about getting their new facilities up and running.