OT: Stock and Investment Thread

T2Kplus20

Heisman
May 1, 2007
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I wasn't paying attention the last couple days, I'm down 6% like that.

I bought some DVN as well, also down on that, but it is bouncing a little nicer today.

The downside moves didn't break the upward trend, yet at least. Charts still look productive.

I have room to add to SLB so I probably will.
Mark Newton from Tom Lee's shop is saying oil can touch below $50 and then rip back through the first quarter of 2026. I can add to both SLB and XLE call positions as needed.

Tom Lee is also citing the energy sector as overweight for 2026. Let's go!!!
 
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RU05

All-American
Jun 25, 2015
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MRNA again trying for a breakout. $31. Resistance ahead. Needs to fight it's way to the upper $30's..
 
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RU05

All-American
Jun 25, 2015
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Surprised RIVN didn't get a bump from F discontinuing the EV lightning.

Maybe the market thinks the Ford hybrid pickup will take those Lightning sales?

Or maybe RIVN's run up this year was in part due to the market seeing the Lightning's days were numbered.
 
Jun 7, 2001
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Surprised RIVN didn't get a bump from F discontinuing the EV lightning.

Maybe the market thinks the Ford hybrid pickup will take those Lightning sales?

Or maybe RIVN's run up this year was in part due to the market seeing the Lightning's days were numbered.
The gas engine will power an electric generator, providing a range of 700 miles, which is amazing. Yes, the sales are expected to be made up by the hybrid. EV sales fell off a cliff.
 
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RU05

All-American
Jun 25, 2015
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Any thoughts on RACE? Pretty nice dip recently. I assume rich people are still going to want rich people things. :)
Chart heading the wrong direction right now.

And at 35x P/E I imagine it could keep heading that direction.
 

RU05

All-American
Jun 25, 2015
14,593
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Mark Newton from Tom Lee's shop is saying oil can touch below $50 and then rip back through the first quarter of 2026. I can add to both SLB and XLE call positions as needed.

Tom Lee is also citing the energy sector as overweight for 2026. Let's go!!!
Ya, WTI def looks like it's heading lower. Wonder what the rational is for bouncing at $50.
 

RU05

All-American
Jun 25, 2015
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Blue Owl walking on a $10B deal with ORCL to build a data center.

ORCL down on the news, but I feel like they are being punished for something the market didn't want it to do anyways. Am I reading that right?
 

T2Kplus20

Heisman
May 1, 2007
30,792
18,813
113
Blue Owl walking on a $10B deal with ORCL to build a data center.

ORCL down on the news, but I feel like they are being punished for something the market didn't want it to do anyways. Am I reading that right?
ORCL starting to look like a screaming buy (or add) on all this FUD. Seems like Blackrock will just step in for financing as needed. So.....
 

RU05

All-American
Jun 25, 2015
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ORCL starting to look like a screaming buy (or add) on all this FUD. Seems like Blackrock will just step in for financing as needed. So.....
I saw $154 as potential support level.

Ives was still talking it up with Batnick (no Brown) on WAYT.

As the Compound guys often like to point out, this is healthy market behavior. You want worry in there, you want corrections, you want these buying opportunities.

Not to say you can't go straight up ala NVDA and PLTR, but those stocks are rare. (and even these stocks have hit rough roads at times).
 
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RU05

All-American
Jun 25, 2015
14,593
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MSDL with it's low P/E, low beta, and high Div, looks like it has reversed off it's early Oct bottom.
 
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