OT: Stock and Investment Thread

RUAldo

All-Conference
Sep 11, 2008
4,646
3,317
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Some interesting ideas from CNBC interview with Will.I.Am….talked about AI wreaking havoc on content and music making live performances a huge opportunity and critical to performers in the future: I’m thinking Live Nation may need a closer look here. Also talked about building your own AI agent as a digital version of yourself and how homes will need a mini data center with GPUs in the future and will be viewed no differently than a refrigerator. I do think the future home will need higher electrical capacity and a back-up generator, plus can’t see how today’s WiFi routers can handle the workload.
 

RU05

All-American
Jun 25, 2015
14,651
9,158
113
Anyone know what this means:



Arbe Robotics Option Alert: Aug 21 $3 Calls Sweep (56) Near The Ask: 1988 @ $0.25 vs 24145 OI; Earnings 3/4 Before Open [est] Ref=$1.555​


The stock is up 35%.
 

MURF87

Senior
Jan 19, 2008
735
703
61
without context i'm thinking it shows the Aug 21 calls at $3 strike price are at a price of 0.56 ($56)... that the open interest is just over 24K... that earnings will be on March 4th before market opens, and perhaps the price of the stock was $1.55 at the time of the alert.
 
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T2Kplus20

Heisman
May 1, 2007
31,171
19,193
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Anyone know what this means:



Arbe Robotics Option Alert: Aug 21 $3 Calls Sweep (56) Near The Ask: 1988 @ $0.25 vs 24145 OI; Earnings 3/4 Before Open [est] Ref=$1.555​


The stock is up 35%.
No f'ing idea. LOL!

Other important news, see below. Can't believe I'm saying this, but if the dollar keeps falling, emerging markets and development markets (ex-US) are going to continue to rally. I'm sitting on a bunch of EEM $60 Jan 2027 calls. Might need some additional international exposure:

US Dollar has begun a meaningful decline, which I expect to test and undercut last year’s lows

The US Dollar has begun to sell off a bit more sharply today as both EURUSD and GBPUSD near upside triangle breakouts.

The expectation is that the US Dollar is beginning a very sharp move down to test and undercut last year’s lows, technically. I like being long Euro and the Pound a bit more than the Yen at the present, but eventually this arguably will also join in moving up vs the Dollar. While many might be eyeing 97.7 for the US Dollar, I’m pretty confident this will be undercut, technically speaking, and lead down to a test of last September’s lows at 96.6 and then a break of this level. Overall, trends have turned bearish, and lower prices look probable for DXY over the next few months.

The area at 1.355-1.365 is key for Sterling, while movement above 1.177 would trigger an upside breakout for the Euro. EURJPY has already broken out and should head higher to 1.885.

US Dollar Index

 

T2Kplus20

Heisman
May 1, 2007
31,171
19,193
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Grabbed some more physical gold the other day. Been trying to add to the stack every few months.
Good move. We have a good amount of PHYS/Sprott Gold in our Roth IRAs, but obviously my futures trading has been the main focus. I'm currently sitting on 40 1oz contracts. I was once as high as 100 contracts, but the price took off too quickly for me to build up to that size again. No problem, gotta be happy with what you got!

All the metals seem to be ripping, expect for copper. Maybe that's the next pump?
 
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RUAldo

All-Conference
Sep 11, 2008
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BitGo IPO a total dud so far. No real action yesterday basically down or flat. Crypto is hanging by a Trump thread which, admittedly, may be all it needs for 2026 gains. But there is so much money flowing to precious metal/miners and chips it’s hard to see how BTC hits 2026 predictions. I didn’t realize how much wallstreetbets and retail was driving Micron and Sandisk.
 

RUAldo

All-Conference
Sep 11, 2008
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Yup Costco too or local shops. Always buy physical from a reputable place and do your research on them.
Avoid eBay unless it’s a reputable store, definitely avoid facebook marketplace.
What’s the benefit of holding the physical gold vs a treasury or trust? Isn’t it the same investment exposure without needing to worry about storage and security?
 

Postman_1

Heisman
Mar 12, 2017
7,772
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What’s the benefit of holding the physical gold vs a treasury or trust? Isn’t it the same investment exposure without needing to worry about storage and security?
I've always been a fan of physical. I don't think it has any real benefit tbh, I just like having the stuff.


Something to barter with after the zombie apocalypse. :)
This ^ lol
 
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