OT: Stock and Investment Thread
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The reason why Chipotle’s number suck is because they forgot how to treat customers. They have signs for Adobo ranch all over the store and when you ask for it they have the balls to charge you just for the dressing. Buy a $10+ salad bowl and you can get the vinegrette for free but have to pay for ranch. Some stores also won’t give you cups for water - one time I asked why not and they told me because everyone steals their soft drinks.
Great to have you back in the thread! I am a huge CMG customer and get it for work lunch all the time. I would love to buy the dip, but the company still seems be out of sorts since the old CEO left. Not sure if the right guy is leading now.
New AI play? From FS Insights:
Farmers have high hopes for AI as well. John Deere (DE)is developing autonomous farms that require minimal human tending, with a range of AI-driven machines like tractors, drones, irrigators, and harvesters using soil and weather data to take care of most tasks. Farmers appear especially hopeful that AI technology from companies like Deere and privately held companies like Carbon Robotics can provide an autonomous (and perhaps less chemically intensive) solution to identifying and eliminating weeds on a large scale. They’re also hopeful that AI weather-forecasting research being done at Nvidia, Google, and Microsoft might lead to more accurate predictions, for obvious reasons.
Farmers have high hopes for AI as well. John Deere (DE)is developing autonomous farms that require minimal human tending, with a range of AI-driven machines like tractors, drones, irrigators, and harvesters using soil and weather data to take care of most tasks. Farmers appear especially hopeful that AI technology from companies like Deere and privately held companies like Carbon Robotics can provide an autonomous (and perhaps less chemically intensive) solution to identifying and eliminating weeds on a large scale. They’re also hopeful that AI weather-forecasting research being done at Nvidia, Google, and Microsoft might lead to more accurate predictions, for obvious reasons.
I don’t know if it was me but the On3 transition seemed really clunky.
I sold off my entire CMG position a few months back and glad I did. I’m still riding CAVA and BROS although they have reversed a lot from ATHs.
Best move I made recently was loading up on MP the week before Gov’t took its stake. Bought TMC and USAR too although I’m pretty much flat on those right now.
I made two sizable moves in last 2 weeks buying RKT in my individual account figuring that some point Trump will get his way with rates and bought FNSTX in my Fidelity BrokerageLink account for more exposure to electrification/infrastructure. Josh Brown has been pushing RKT a lot and I agree with him.
Buy more MSFT if it plummets after the earnings release. There’s been a lot of speculation buying heading into earnings next week. I’m selling MSFT on the way down if they don’t show a great quarter.
GS been on a run but with the IPO market heating up and potential changes to 401K investments it’s gonna continue. Also Prob not too late on SPOT.
