Economy stonks v26

[The Last King]

Tempted to grab some LUMN here
Is down 13% after hrs and well below where insiders were buying.

One of the best fundamentals plays in the market imo

 

[brackis1]

MBLY: cant see how this is anything other than a short. Lockup expiring in April so I'll just add if it goes up from here.
Analyst targets even from the bullish camps is at current price.

 

[Chesten_Hesten]

 

[Gas121]

MBLY: cant see how this is anything other than a short. Lockup expiring in April so I'll just add if it goes up from here.
Analyst targets even from the bullish camps is at current price.

Not to sure about betting against AI stocks. Investors cannot get enough of it. NVDA is red hot, expecting them to mention 'AI' which should see a nice pop on earnings to $300. I think there is potential for another highly regarded market with high valuations.

 

[HOLA]

The GOAT making some interesting moves. Sold 86% of his TSM. Just bought $4.1 billion late last year. Shares are up 32% YTD, so he made a pretty penny.

I'm not sure if we ever got confirmation who actually bought it; that is, whether Buffett, Munger, their underlings Combs and Weschler, or some combo thereof was responsible. Hopefully in the upcoming shareholder meeting we get some clarification. Would be interesting to hear.

It's down 4.3% post-market as the lemmings sell. Hope we get a significant sell off so I can pick some up nice and cheap - although really it's still fairly priced right now, despite its run.

 

[HOLA]

Actually never mind I've been drinking and messed up my timelines here. They may not have actually done so well on their TSM trade. Anyway, still be interesting to hear their thoughts on it. I like the company, although that particular geopolitical risk still hangs in the air.

 

[HOLA]

I'm surprised to see NSC holding up so well after their toxic train derailment fiasco.

 

[HOLA]

My URI up 31% YTD.

 

[brackis1]

lmao TSLA recalling 400k cars that dont actually have self-driving and faulty software.
Of cours Shill LeBlow on CNBC saying it shouldn't affect the stock.

 

[HOLA]

Yoda speaks:



Haven't watched it yet, but apparently he calls BABA "One of the worst mistakes I ever made." Interesting. Quite a change of tune.

According to a post on YouTube, some topics of discussion:

36:43 BYD Vs TESLA
45:24 BABA
49:52 TSM
53:53 BTC
59:44 COST

 

[Chesten_Hesten]

 

[HOLA]

After I bought OXY it quickly ran up to almost $67. Thought $70 might be a nice exit price. Now it's back down to almost $60. Bought more at $60.50. We'll see. Average cost-per share is $61.52 now. I have another buy order at $60. Currently $60.15.

I wait with bated breath...

 

[Bry]

I picked up some SHOP at $46 and $43. Trying to recover some of me loses

Bry

 

[Lubaolong]

lmao TSLA recalling 400k cars that dont actually have self-driving and faulty software.
Of cours Shill LeBlow on CNBC saying it shouldn't affect the stock.

Doesn't seem like too big a deal. Not sure why many would care too much. It's just part of an over-the-air software update, which happens on average probably once a month anyway.

 

[Chesten_Hesten]

 

[HOLA]

Home Depot got smeshed. Down 6%. Picked some more up at $299. Also TSM at $88.3 and OXY at $60.

 

[Gas121]

A sea of red. Did we set up for the next leg down...

 

[44nutman]

Cashed my $RIG puts after earnings. I thought they would miss earnings but they missed bigly. Funny I made money on them in 2020 after the stupid Russia/House of Saud oil price war drove down oil prices.
I was down like 50% on them about 10 days ago, but dumped for a 40% after the earnings miss this morning. Could have hung out for a for more pennies, but was ready to get out.
If I buy a call or put, just wait a week or two after I buy because, I usually am down 10% to 15% after the 1st week. It never starts printing after I buy it seems.

 

[HOLA]

More HD, OXY and TSM today.

Got OXY at $58.26. First time I've managed to scoop up any below that $59.62 level Buffett has warrants for. Every time it drops below that level Buffett buys as many shares as he can and the stock price quickly rebounds. Been happening for almost a year. We'll see if the trend continues.

Earnings are the 27th.

 

[HOLA]

Cashed my $RIG puts after earnings. I thought they would miss earnings but they missed bigly. Funny I made money on them in 2020 after the stupid Russia/House of Saud oil price war drove down oil prices.
I was down like 50% on them about 10 days ago, but dumped for a 40% after the earnings miss this morning. Could have hung out for a for more pennies, but was ready to get out.
If I buy a call or put, just wait a week or two after I buy because, I usually am down 10% to 15% after the 1st week. It never starts printing after I buy it seems.

First time I ever watched Cramer's show Transocean was the stock he was booyahhing about, lol. You actually would have done really well if you held it for about a year after that, but then you would have been completely eviscerated.