OT: Stock and Investment Thread

T2Kplus20

Well-known member
May 1, 2007
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Bought back into AIP too early. Down 20% like that.

So I added.
My ANET is blowing the f-up. Outstanding earnings and guidance. Also, another good day for RDDT.

And AAPL is up nicely on the news with the WH.
 

Rutgers Chris

Well-known member
Nov 29, 2005
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There isn't a TSLA charging station within 20 minutes from me. I'd pass 30 gas stations before getting to one.

We rented a Mach E in Colorado and were this close to running out of charge while on the interstate.

Yes you can work around it, but gas stations are still WAY more prevalent and MUCH faster.
That’s what the kids these days call a “skill issue” 😂.
 

RU05

Well-known member
Jun 25, 2015
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That’s what the kids these days call a “skill issue” 😂.
Living 20 minutes away from the nearest fast charger is not a skill thing, nor is not being able to charge at home.

charging infrastructure is definitely still an issue.
 

Rutgers Chris

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Nov 29, 2005
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Living 20 minutes away from the nearest fast charger is not a skill thing, nor is not being able to charge at home.

charging infrastructure is definitely still an issue.
I was referring to running out of charge on a highway.
 

RUAldo

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Sep 11, 2008
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Bought Lincoln Education at the open today and got lucky it popped 8%. I may add to this position as AI killing white collar jobs means LINC should be flooded with people seeking to work in the trades. UTI is another one I may buy this week.
 

Rutgers Chris

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Nov 29, 2005
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I have a decent size position in BMNR although I’m in the red at the moment. I do find the whole ETH v BTC argument interesting because I actually think ETH has more utility than BTC.
How they can’t solve gas fees this far along should be concerning. That will cap any argument of utility vs bitcoin
 

Caliknight

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Sep 21, 2001
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Sold 1/3 of my position in Palantir today. Had to take this massive profits. Crazy times.

I’ll buy more if it dips back to mid 160’s
 
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RUAldo

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Sep 11, 2008
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Sold 1/3 of my position in Palantir today. Had to take this massive profits. Crazy times.

I’ll buy more if it dips back to mid 160’s
I did that early on in Palantir’s run and regretted it to the point I missed out on a huge gain and scrambled to buy back the shares. My daughter has held steady and is up almost 700%. But can’t argue with profits.
 

RUAldo

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Sep 11, 2008
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How they can’t solve gas fees this far along should be concerning. That will cap any argument of utility vs bitcoin
Agree - I used to debate gas fees with crypto-bros on the other crypto thread. On the one hand, they would slam financial institutions for transaction and credit card fees but then act like gas fees are not an issue. My guess is quantum and AI can solve gas fees at some point.
 

RU05

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Jun 25, 2015
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LLY like VRTX with the double beat and strong guidance but down on news of a drug not panning out

Anything healthcare continues to suck.
 

T2Kplus20

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May 1, 2007
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SYM down 18% on earnings.

$51 bucks which is still 3x off its april lows
Amazing run for SYM. Maybe a buy the dip moment for those not in it? As for LLY, I always said it’s a buy under $700!
 

RutgersLifeR

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Sep 23, 2007
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There's always the highs and lows. Took a beating this week with FTNT, CRWD, and now TTD today. Brutal.
 

T2Kplus20

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May 1, 2007
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Another report today that Trump is preparing to re-privatize Fannie and Freddie. Anyone own these?
@rurahrah000 - love to hear your thoughts on this.
 

Captain Hogleg

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Jan 26, 2006
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Forget who was on cnbc yesterday but he basically said the economy will move in a slower but steady positive direction into 2026. But by mid next year things might break loose to the upside. To me that’s the ultimate bullish setup. Makes it a good time to keep buying this market.
 

Anon1751565407

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Jul 3, 2025
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This was the best week for Apple in 5 or 6 years.
They need a new Steve Jobs type to save them…again. “Tim Apple” is a joke. One “strategy” I’ve heard is that they’re actually considering switching out titanium for aluminum on many models so people will replace their phones more often.
 

RU05

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Jun 25, 2015
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They need a new Steve Jobs type to save them…again. “Tim Apple” is a joke. One “strategy” I’ve heard is that they’re actually considering switching out titanium for aluminum on many models so people will replace their phones more often.
The stock is up 1200% since he became CEO. I'm not sure Apple needs to be "saved" from Tim Cook.
 

T2Kplus20

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The stock is up 1200% since he became CEO. I'm not sure Apple needs to be "saved" from Tim Cook.
Tim Cook has done an amazing job as CEO in many ways. However, Apple still hasn't come out with that revolutionary new product under his leadership yet. Until that happens, Steve Jobs' shadow will continue to loom large.
 
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RU05

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Tim Cook has done an amazing job as CEO in many ways. However, Apple still hasn't come out with that revolutionary new product under his leadership yet. Until that happens, Steve Jobs' shadow will continue to loom large.
He's not Job's, but he has still guided the company to massive profits.

They need to get in on AI at some point, but I'm not sure if waiting to see how it plays out a little before jumping in is the wrong play. I mean it might be, but I could see it turning out to be the wise decision as well. Let the other guys spend the $100B early in the process, then leap frog over them when the economics of it aren't so rich.
 
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