OT: Stock and Investment Thread

RUAldo

All-Conference
Sep 11, 2008
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Gotta r2spect their attempts to transcend basketball. It’s worked before.

Maybe it would help us with recruits…
“Brand Diversification and Market Expansion

Jordan Brand, historically tied to basketball and Michael Jordan's legacy, has aggressively moved into football since the mid-2010s to shed its "basketball-only" image and tap into larger audiences. College football is a massive U.S. market with passionate fans, high visibility, and strong merchandise sales potential. By partnering with "blue-blood" powerhouse programs (historic winners with national appeal), Jordan aligns itself with excellence and tradition, broadening its appeal to younger demographics who grew up idolizing the Jumpman but play or follow football.

Recruiting and Player Appeal

For college teams, the Jumpman logo is a huge recruiting tool. High school athletes often prioritize "swag" and brand prestige—wearing exclusive Jordan gear (cleats, uniforms, apparel) gives these schools a competitive edge. Michigan, the first football program to sign in 2016, saw an immediate recruiting boost, with prospects citing the brand as a deciding factor. Coaches from Oklahoma and Florida have noted massive positive reactions on the trail, as only a handful of programs get this exclusivity.”
I’m shocked any kid prioritizes the Jumpman over the Nike swoosh. That Yankees jersey in the link screams brand mismanagement to me which, not for nothing, could be just one of the many poor decisions by Nike that has killed the brand. It’s the equivalent of New Balance trying to use Ohtani to sell lacrosse cleats. I also don’t think average people recognize the Jumpman as being a symbol of anything other than an oddly shaped logo. I’d love to buy the stock because I remember the glory days well but then again everyone in my household wears OnCloud now for comfort and style. Nike needs to steal some designs.
 
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T2Kplus20

Heisman
May 1, 2007
30,973
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Dropping this here to review later. I think @RU05 is in TEM. I an a long-hold on PRME.

 

Rutgers Chris

All-American
Nov 29, 2005
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I’m shocked any kid prioritizes the Jumpman over the Nike swoosh. That Yankees jersey in the link screams brand mismanagement to me which, not for nothing, could be just one of the many poor decisions by Nike that has killed the brand. It’s the equivalent of New Balance trying to use Ohtani to sell lacrosse cleats. I also don’t think average people recognize the Jumpman as being a symbol of anything other than an oddly shaped logo. I’d love to buy the stock because I remember the glory days well but then again everyone in my household wears OnCloud now for comfort and style. Nike needs to steal some designs.
The average athlete is taking “Jordans” over regular Nikes every day of the week.
 
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RUAldo

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Sep 11, 2008
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The average athlete is taking “Jordans” over regular Nikes every day of the week.
Nike at these levels may be interesting. But it wouldn’t have hit a 5 year low if athletes really cared about Jumpman or Swoosh. Jordan sneakers are one thing. Jordan Jumpman or a basketball logo on the Alabama football gear shows poor brand management. CFP and coaches had a huge Nike basketball logo slapped on their chests.
 

T2Kplus20

Heisman
May 1, 2007
30,973
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Precious metals have gone parabolic - silver and platinum leading the way. Are these going to whipsaw a modest correction soon? If yes, buy the f'ing dip! Same with gold.
 
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T2Kplus20

Heisman
May 1, 2007
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Nike at these levels may be interesting. But it wouldn’t have hit a 5 year low if athletes really cared about Jumpman or Swoosh. Jordan sneakers are one thing. Jordan Jumpman or a basketball logo on the Alabama football gear shows poor brand management. CFP and coaches had a huge Nike basketball logo slapped on their chests.
I jumped into NKE with Jan 2028 $60 calls. Hoping for a steady rally as the company rebounds.

Remember, NKE was flying high and kicking butt through the pandemic. Its products were insanely popular. NKE did get killed by the competition. It got killed by suicide and the perhaps the dumbest CEO in the history of US industry. He decided to literally pull shoes from Foot Locker and brick and mortar stores to only sell online. ON, HOKA, filled the vacuum of NKE's absence, they didn't beat NKE head to head. Yes, its product got stale as it needed to deal with the financial chaos of its actions, but the new CEO is turning around the business in the US/NA and its new product line is selling well (China is next). They also have something ON and HOKA don't have - $70B in revenue and a marketing machine that is the most powerful in the sector.

2026 might be a slog, who knows, but the market is forward looking. The stock will take off well before the turnaround story is clear for all to see. Wish me luck! :)
 

Postman_1

Heisman
Mar 12, 2017
7,625
12,364
113
Precious metals have gone parabolic - silver and platinum leading the way. Are these going to whipsaw a modest correction soon? If yes, buy the f'ing dip! Same with gold.
Looking at the Silver chart it looks like a meme coin during a crypto pump. We all know what happens to them. I'm fearing that happening with metals.

 

T2Kplus20

Heisman
May 1, 2007
30,973
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Looking at the Silver chart it looks like a meme coin during a crypto pump. We all know what happens to them. I'm fearing that happening with metals.

+1
Looks like GME from 2021. I am down to 1/4 of my normal GLD contracts. Trimmed Impala Platinum. I will buy the correction like a mo-fo, but need to wait until that happens.
 

RU05

All-American
Jun 25, 2015
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Looking at the Silver chart it looks like a meme coin during a crypto pump. We all know what happens to them. I'm fearing that happening with metals.

Give Silver some credit, it's spiked like this long before Crypto came along. It more then 20x'd in the 70's, peaking early 1980.

10x'd from 2001ish to 2011.

This run off the lows is currently about a 5x. Maybe this suggest more room to run?

How much more can it run? Something to consider is the 2011 top wasn't a whole lot higher then the 1980 top, and we are now more then a bit over that 2011 top. Maybe that suggests it is near the top?

And, along the lines of which you allude, in each of the previous 2 big silver runs, when the rug was pulled, the rug is pulled. It dropped 90ish% off the 1980 highs. More then cut in half off the 2011 highs.

Just looking at the chart, I tend to think it has more run. But I'm also thinking there is a big dip on the other side.
 

T2Kplus20

Heisman
May 1, 2007
30,973
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Give Silver some credit, it's spiked like this long before Crypto came along. It more then 20x'd in the 70's, peaking early 1980.

10x'd from 2001ish to 2011.

This run off the lows is currently about a 5x. Maybe this suggest more room to run?

How much more can it run? Something to consider is the 2011 top wasn't a whole lot higher then the 1980 top, and we are now more then a bit over that 2011 top. Maybe that suggests it is near the top?

And, along the lines of which you allude, in each of the previous 2 big silver runs, when the rug was pulled, the rug is pulled. It dropped 90ish% off the 1980 highs. More then cut in half off the 2011 highs.

Just looking at the chart, I tend to think it has more run. But I'm also thinking there is a big dip on the other side.
Wasn't the 1970's silver spike due to criminal manipulation?
 

RU05

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Wasn't the 1970's silver spike due to criminal manipulation?
Doesn't look overly criminal. They just bought up 2/3's of the worlds silver.

Not sure when they began the process, but Silver had a run early in the 70's, then another one late in the 70's. They were brought up on charges regarding their actions in 79-80.
 

T2Kplus20

Heisman
May 1, 2007
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TEM's chart looks to be in trouble, breaking below the lower bar of an upward trending channel.
Yeah, doesn't look good. Do you own CRM or ADBE? Lots of people talking about a software rally in 2026. I own NOW, but I keep looking at CRM and ADBE and just don't pull the trigger on them. Considering Jan 2027 calls.
 

RUAldo

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Yeah, doesn't look good. Do you own CRM or ADBE? Lots of people talking about a software rally in 2026. I own NOW, but I keep looking at CRM and ADBE and just don't pull the trigger on them. Considering Jan 2027 calls.
This is the hardest space to analyze b/c there seems to be no moat and all it takes is one Alphabet announcement to crush a company like ADBE.

Is there a clear leader in agentic AI in terms of automating daily tasks?
 

Postman_1

Heisman
Mar 12, 2017
7,625
12,364
113
I own some silver coins. How do I even go about selling them? I’ve got like 40 ozs
Check out local jewelry stores. They are always buying silver and gold. Do some research on the coins first through. Some have a numismatic value as well.

A quick way to check is look at completed auctions on ebay. That should give u a general idea of what you have.
 

T2Kplus20

Heisman
May 1, 2007
30,973
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Deep dive on AI - chips, NVDA, GOOGL, TPUs vs. GPUs, data centers in space, etc.

Great podcast that finally made it over to YouTube.

 

RU05

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Jun 25, 2015
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Yeah, doesn't look good. Do you own CRM or ADBE? Lots of people talking about a software rally in 2026. I own NOW, but I keep looking at CRM and ADBE and just don't pull the trigger on them. Considering Jan 2027 calls.
I want in on ADBE. Looks like it broke the downward trend. Could be ready to bounce. 21x PE so not too expensive.
 
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T2Kplus20

Heisman
May 1, 2007
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Silver and Gold with a big exhale.

Healthy.
Freaking amen! Silver was looking like GME in 2021. Would love to see GLD have one more modest leg down with a healthy correction.....then buy the dip (tempted if it goes below $4300).
 

LeapinLou

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Jul 24, 2001
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Funny - my brother calls me yesterday to say he just sold off a bunch of silver coins and got a great price on them. So last night I spent about an hour going through my stuff with the intention of driving to a buyer in Tom's River this morning to sell it. Then I check the wires and see today is the day it decided to pull back. From over $80 to below $71 in the blink of an eye.

This is my superpower. and why you guys should hate the fact that I'm a Rutgers fan.
 

T2Kplus20

Heisman
May 1, 2007
30,973
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Funny - my brother calls me yesterday to say he just sold off a bunch of silver coins and got a great price on them. So last night I spent about an hour going through my stuff with the intention of driving to a buyer in Tom's River this morning to sell it. Then I check the wires and see today is the day it decided to pull back. From over $80 to below $71 in the blink of an eye.

This is my superpower. and why you guys should hate the fact that I'm a Rutgers fan.
As RU fans, we all share in some of that superpower! :)
 
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T2Kplus20

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I want in on ADBE. Looks like it broke the downward trend. Could be ready to bounce. 21x PE so not too expensive.
Hoping for it to creep back below $350. Will likely do Jan 2027 calls, but need to check out the details. ADBE might start to rally once the calendar flips.
 

RU05

All-American
Jun 25, 2015
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Funny - my brother calls me yesterday to say he just sold off a bunch of silver coins and got a great price on them. So last night I spent about an hour going through my stuff with the intention of driving to a buyer in Tom's River this morning to sell it. Then I check the wires and see today is the day it decided to pull back. From over $80 to below $71 in the blink of an eye.

This is my superpower. and why you guys should hate the fact that I'm a Rutgers fan.
$71 is the ATH set just last Tuesday. Still a great price in the big picture.
 
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LeapinLou

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Jul 24, 2001
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$71 is the ATH set just last Tuesday. Still a great price in the big picture.
You are right, but $80 was where I felt good about selling stuff I've been sitting on since childhood. It's on the rise today, currently at $75.75. So I would have been pissed if I sold yesterday.
 

T2Kplus20

Heisman
May 1, 2007
30,973
18,974
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You are right, but $80 was where I felt good about selling stuff I've been sitting on since childhood. It's on the rise today, currently at $75.75. So I would have been pissed if I sold yesterday.
Very nice bounce back today for silver. Probably shows there is still some life in its rally.
 
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T2Kplus20

Heisman
May 1, 2007
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This is the problem with investing in gold and silver. It is controlled and manipulated by CME. I am surprised they let silver and gold run this high in the first place.
Silver went back down today, but gold only with a modest pullback. Any thoughts for the start of 2026? Lots of folks talking about a software rally (MSFT, CRM, NOW, ADBE). I bought CRM calls today. Also have a few energy and turnaround plays (all leaps).

Otherwise, bought more SOUN for below $10 and continue to add to my long-hold custom stock basket.