Economy stonks v18, stimutacs

[Toastytoy]

they're killing it. they have the best designs, the best x86 chips (hands down), an arm license, expansions into phones (exynos/adreno), etc.

they're limited by the chip shortage... but the flipside is that literally every chip they make is sold. they also have increased their wafers from tsmc. with tsmc and samsung expanding, it should be even better for them.

intel isn't even competition, anymore.

arm/risc-v are greater threats, but again... amd has an arm license (and i don't think nvidia's acquisition of arm is going to actually pass regulatory approval) and big.LITTLE designs.

i wish they had been more aggressive with their wafer allotment from tsmc, but that seems to be their only real 'mistake' in the last few years (well, aside from maybe the negotiations with xlnx. i have no problems with the merger, but i think the terms were pretty meh)

the xlnx closure is the most obvious problem for their SP, though. the sooner it happens, the better.

Cool, i was thinking along those same lines. Im also holding Nvidea, and as of this morning, TSMC in similar amounts as AMD. TSMC i can't see slowing down barring an act of god or chinese invasion, but im pretty new to stocks so we'll see how it gooooes

 

[rob mafia]

Cool, i was thinking along those same lines. Im also holding Nvidea, and as of this morning, TSMC in similar amounts as AMD. TSMC i can't see slowing down barring an act of god or chinese invasion, but im pretty new to stocks so we'll see how it gooooes

tsmc's pretty much unstoppable. i don't worry about china too much, it would be ww3 if they invaded taiwan. tsmc's expansion to the usa should help in multiple regards, as well. ie: geopolitically and economic growth/stability.

i used to have a sizeable pile of tsm shares, but i made some poorly timed covered calls last year and a 2nd bad decision of not simply closing them (figured i'd get back in on a dip that never happened).

the only issue with tsm is that i'm not sure just how high they can go. they're already the biggest semi company, i'm not sure if their market cap is going to be tethered to anything. since they're spending a ton on expansions and there's the increasing china tensions, i wouldn't be surprised if their SP is flattish for a while.

 

[rob mafia]

lmao glad I closed my ASO short off that block trade. CNBC just pumped the fuck out of it with huge coverage. The reason? They buy advertising time on CNBC lol

i've really dropped the ball in the last week. i only made a few icln-related trades and mostly have just been sitting/waiting.

slow theta plays aren't exactly exciting. the bulk of my theta moves are in 1/2022Cs and 1/2023Ps. i don't like being an investor. it's fucking boring and i can't ever hold shit past a year, anyway...

 

[Gas121]

tsmc's pretty much unstoppable. i don't worry about china too much, it would be ww3 if they invaded taiwan. tsmc's expansion to the usa should help in multiple regards, as well. ie: geopolitically and economic growth/stability.

i used to have a sizeable pile of tsm shares, but i made some poorly timed covered calls last year and a 2nd bad decision of not simply closing them (figured i'd get back in on a dip that never happened).

the only issue with tsm is that i'm not sure just how high they can go. they're already the biggest semi company, i'm not sure if their market cap is going to be tethered to anything. since they're spending a ton on expansions and there's the increasing china tensions, i wouldn't be surprised if their SP is flattish for a while.

TSM was my largest holding mid last year until I sold at $80. I wish I never sold, was a mistake. Also held MSFT and sold that too at $210. Blue chips have been crushing it. They have made some steady gains and were the safest bet. Oh well!

Kinda like CCIV if it can dip below $20 for a long hold. I think it will stay stagnant for now but its definitely worth a punt long term to be honest out of most of the current EV's. I might play some options and go long on calls.

NIU seems a shot but my worry is their product can easily be copied.

 

[rob mafia]

TSM was my largest holding mid last year until I sold at $80. I wish I never sold, was a mistake. Also held MSFT and sold that too at $210. Blue chips have been crushing it. They have made some steady gains and were the safest bet. Oh well!

Kinda like CCIV if it can dip below $20 for a long hold. I think it will stay stagnant for now but its definitely worth a punt long term to be honest out of most of the current EV's. I might play some options and go long on calls.

NIU seems a shot but my worry is their product can easily be copied.

yep, iirc that was the one that got me, too.

re: cciv - i like it, but it's one of the few tickers where the iv is still above 80ish. ie: shares might be better than calls, depending on how aggro you want to be with them. the iv is down bigly from a while ago, but i guess it's still not exactly cheap. i've been waiting to see the iv bottom and then close my 1/2022s (short calls) and sell weeklies/monthlies.

 

[BIKES!]

@Wadtucket remember my GNOG talk.... lol.

 

[Gas121]

yep, iirc that was the one that got me, too.

re: cciv - i like it, but it's one of the few tickers where the iv is still above 80ish. ie: shares might be better than calls, depending on how aggro you want to be with them. the iv is down bigly from a while ago, but i guess it's still not exactly cheap. i've been waiting to see the iv bottom and then close my 1/2022s (short calls) and sell weeklies/monthlies.

Yeah the IV is a still little high to be fair. I will probably buy some shares shortly and consider calls depending on the IV. I think the stock price will hover around the low to mid 20's for sometime. Will be interesting to see if any movement once the ticker change. Once vehicles start I feel confident were going to a see a nice push upwards. Lucid is a bit of a gamble but having researched them; they seem very serious and could make a lot of noise in the EV sector. Vehicles look pretty spectacular luxury wise and the factory looks solid which gives me more confidence they could be a serious competitor.

Looking at other EV's i.e. RIDE, LI, XPENG, FSR... I have little confidence. FSR could be decent but hell no vehicles will be out until the end of 2022! The upside potential on lucid is massive compared to other EV's in my humble opinion.

 

[Gas121]

@Wadtucket remember my GNOG talk.... lol.

Up 25% since last week. Wish I loaded the boat damn it!

 

[rob mafia]

Yeah the IV is a still little high to be fair. I will probably buy some shares shortly and consider calls depending on the IV. I think the stock price will hover around the low to mid 20's for sometime. Will be interesting to see if any movement once the ticker change. Once vehicles start I feel confident were going to a see a nice push upwards. Lucid is a bit of a gamble but having researched them; they seem very serious and could make a lot of noise in the EV sector. Vehicles look pretty spectacular luxury wise and the factory looks solid which gives me more confidence they could be a serious competitor.

Looking at other EV's i.e. RIDE, LI, XPENG, FSR... I have little confidence. FSR could be decent but hell no vehicles will be out until the end of 2022! The upside potential on lucid is massive compared to other EV's in my humble opinion.

lucid seems legit. they're no nkla. this is actually the only EV play i could ever get behind for more than a couple hours.

 

[44nutman]

Yeah the IV is a still little high to be fair. I will probably buy some shares shortly and consider calls depending on the IV. I think the stock price will hover around the low to mid 20's for sometime. Will be interesting to see if any movement once the ticker change. Once vehicles start I feel confident were going to a see a nice push upwards. Lucid is a bit of a gamble but having researched them; they seem very serious and could make a lot of noise in the EV sector. Vehicles look pretty spectacular luxury wise and the factory looks solid which gives me more confidence they could be a serious competitor.

Looking at other EV's i.e. RIDE, LI, XPENG, FSR... I have little confidence. FSR could be decent but hell no vehicles will be out until the end of 2022! The upside potential on lucid is massive compared to other EV's in my humble opinion.

I like Lucid a lot, but they got fucked by the pump and then announced a delay in getting vehicles out, so they still have some stank on them. I sold most of my shares in the 40-50+ range but still have some with a 12.46 average. I like you think it will hover a while around low 20 range. It has been below $22 a couple times in the last month. I will add some more if it gets below 22 again. It is definitely a long term play and I have the resources to park some cash for a while if need be.
I made a ton of money on them, since I sold 1/4 of my shares at 41 and sold half when it got over 50. I would like to buy those shares back, because I think they have tons of potential. I hope the stank stays on them for about another month, and I am patient enough to wait for the under 22.
I wish I was patient with small cap, Bio's because those seem to be my investing Kryptonite, thanks $NMTR.

 

[Toastytoy]

still holding 35k in Disney and 20k in Boeing that im going to ride out for a little while longer now that im comfortably diversified. plan on rotating much of the BA over to TSM over the next year as a foreign anchor since i have several domestic "anchors" (dont know the stonk term)

 

[Toastytoy]

bout to throw 5k in BTC tomorrow and not look at it until im rich. had two WHOLE bitcoins that i sold when it hit 1000 about 5 years ago. i doubled my money. i thought i was smart

 

[Wadtucket]

@Wadtucket remember my GNOG talk.... lol.

 

[brackis1]

bout to throw 5k in BTC tomorrow and not look at it until im rich. had two WHOLE bitcoins that i sold when it hit 1000 about 5 years ago. i doubled my money. i thought i was smart

Now seems like an awful time to yolo BTC.

 

[Toastytoy]

Now seems like an awful time to yolo BTC.

Ehhh 5k ain't really a yolo but maybe I'll hold out. What would you buy at?

 

[brackis1]

Ehhh 5k ain't really a yolo but maybe I'll hold out. What would you buy at?

Me personally at no level since I find it a waste of grid power and is loved by organized crime and alt-bros who I'm terrified of getting social control for their autistic world views.

For trading I just know that the media saturation of that shit is so peak right now that I can't imagine many more new adopters dumping in beyond the coinbase IPO which i guess could run it up some. As lockdowns fade, people will actually have to go outside and will want to transact money and realize life is an actual space in the world, not just a bunch of metaverse blockchain kool-aid, so getting new recruits will be harder and people start to need cash to actually pay for things.

I am prohibitively against fomo buying in general. On the whole I am not looking to buy anything without a stock-specific motive that isn't stretched valuation as we get toward bubble territory.

The BTC chart does seem to be basing my some measures with a series of higher lows, but is also far more prone to regulatory risk than the technicals of most other assets.

 

[Gas121]

Ehhh 5k ain't really a yolo but maybe I'll hold out. What would you buy at?

the dip will come. Wouldn’t invest now it’s sky high. If so nibble but at these current prices dumping is not a great idea but what do I know!

 

[G-19]

bout to throw 5k in BTC tomorrow and not look at it until im rich. had two WHOLE bitcoins that i sold when it hit 1000 about 5 years ago. i doubled my money. i thought i was smart

I’d take a look at their yearly chart and place some buy orders where it frequently dipped but always recovered from. If they hit, great. If they don’t it will still likely be lower than it is now. Be patient because right now is a shit entry.

 

[brackis1]

cnbc: "amazon factory workers dont want a union because they have stock and its been going up so much lately"

lmao wtf? Amazon is up less than its peers by far over last few years.

 

[brackis1]

Looking like SRNGU going w/ ginkobioworks for big $$ bio merger. (im not in it, proilly bleeds off)