Stock Market Discussion -- started 03/06/2018 -- updated daily !!!

[Madison]

Some observers have suggested that Huang's comments might have been motivated by self-preservation, including TheStreet Pro’s Stephen Guilfoyle who wondered if Nvidia stands to gain “if the quantum computing craze is pushed out a bit.”
Gil Luria, head of technology research at D.A. Davidson, which has a buy rating on IonQ told Investor's Business Daily that "we believe Mr. Huang's comments may have been somewhat self-serving."
The analyst maintained that quantum computing will be a major trend in tech in as early as five years and poses a serious threat to Nvidia.

[ChuckyTheGoat]

“The market is telling us something, and it is very important for investors to have a view on why long rates are going up when the Fed is cutting,” Slok said this week. Among some of the questions people should be asking is whether the highly unusual bond-market moves are related to worries about the U.S.’s fiscal situation, less demand for U.S. government debt from abroad, or a view that the Fed’s 2024 rate cuts were not justified, he said.

US govt has played games for a long time. Chickens come home to roost in 2025.

[Madison]

“The market is telling us something, and it is very important for investors to have a view on why long rates are going up when the Fed is cutting,” Slok said this week. Among some of the questions people should be asking is whether the highly unusual bond-market moves are related to worries about the U.S.’s fiscal situation, less demand for U.S. government debt from abroad, or a view that the Fed’s 2024 rate cuts were not justified, he said.

[homie1975]

These charts are screaming for me to get out. I think gold will move here for a month or so, but then that too will be a sell and get out of the way move here. I am starting a short for energy as I think we see a tumble like in 2008 in that sector.

I guess Homie1975 would consider me as being bearish on the outlook for this year, but then again, I was bearish last year as a general feeling, and that didn't work out as I thought. This time however there is even more evidence of a top in the market from last month. We'll see and as always, the charts will dictate the moves I make but for now I'm looking to short and get some Put options.

I am pretty much with you Slurry which is why i sold all my laggards and stalling positions between the day before Thanksgiving and 12/31.

[homie1975]

Market sure hates a good job report lol

Yes, because a strong jobs report means more consumer spending which means inflation stays higher for longer so the FED has to be more hawkish on rates.


We have been on a sugar high the past two years after the rotten 2022 so the market is understandably very jittery and all that was sold was a fraction of the gains made over the past 24 mos since 1/1/23.

[Slurry Pumper]

These charts are screaming for me to get out. I think gold will move here for a month or so, but then that too will be a sell and get out of the way move here. I am starting a short for energy as I think we see a tumble like in 2008 in that sector.

I guess Homie1975 would consider me as being bearish on the outlook for this year, but then again, I was bearish last year as a general feeling, and that didn't work out as I thought. This time however there is even more evidence of a top in the market from last month. We'll see and as always, the charts will dictate the moves I make but for now I'm looking to short and get some Put options.

[k13]

Market sure hates a good job report lol

[homie1975]

We all loved Chico, but get recent.

we have had b2b 20%+ years in the SPX.

this is an extremely confused market right now.

because of that, i am building cash by selling laggards.

will deploy the cash when things settle a bit.

[homie1975]

We all loved Chico, but get recent.

Will never forget him.

$FUBO rip reminded me of him.

[Madison]

CHICO used to love trading $FUBO. he would have loved today's 250% surge after the acquisition news.

We all loved Chico, but get recent.

[harthebar]

Shiba inu
O.ooo060 new goal

[homie1975]

CHICO used to love trading $FUBO. he would have loved today's 250% surge after the acquisition news.

[Madison]

Oh. Maybe GBAY.

Yes, hedged some, but 5 of 6 lost so GB 12K loss. And people want to be gamblers??

[ChuckyTheGoat]

Oh. Maybe GBAY.

[ChuckyTheGoat]

Let's hope we can get some of our old friends back.

Just took historic beat in survivor. Unlocking the Liquor cabinet.

Who lost? ATL?

[Madison]

MADder thank you!!

I have a watchlist and once i dip my toes in to these positions, i will share them one by one.

i have to have my own skin in the game before i share them otherwise i am just a phony, no?

if i share it, it means i have my own cash in that mofo.

see you soon !!

Let's hope we can get some of our old friends back.

Just took historic beat in survivor. Unlocking the Liquor cabinet.

[homie1975]

There was a day there were a great group of contributors offering great ideas/insights. That has clearly waned dramatically.

Our author seems committed to jump starting this dying trend.

Whoever is still out there trolling, whatever. Here's my challenge. Give us your most disappointing holding(s), that you have a strong confliction they have a strong future.

I'll start with:

LAC. GM backed Lithium mining. Thacker Pass. Waiting to double.

I'm very much interested in Gene/DNA therapy and Quantum.

DNA. Well backed and well beaten. Been on a slow climb last couple months.

CRSP. The future. DNA/Gene manipulation is coming. Once they merge Quantum power with healthcare this arena is just waiting to explode.

QaaS. Quantum computing in the cloud. This will be years before it hits your desktop but allowing companies the Quantum power without the need for the actual hardware. Freight Train coming right at you.

Let's go boy's!!

MADder thank you!!

I have a watchlist and once i dip my toes in to these positions, i will share them one by one.

i have to have my own skin in the game before i share them otherwise i am just a phony, no?

if i share it, it means i have my own cash in that mofo.

see you soon !!

[ChuckyTheGoat]

% Trailing stop loss Chuck, once you get overweight in any investment. Quantum has been Xmas X20 here, but it's years before real monetization.

Not exactly sure what that means. But I do re-balance, when I get over-weighted on a certain stock.

I take a logical approach. At the moment, one thing sticks out to me. Don't want to be held down by traditional holdings that are stuck in the mud.

[Madison]

Wow, I bought some RGTI. Will see how long the Quantum computer talk continues.

% Trailing stop loss Chuck, once you get overweight in any investment. Quantum has been Xmas X20 here, but it's years before real monetization.

[Madison]

Help reenergizing this thread!!

There was a day there were a great group of contributors offering great ideas/insights. That has clearly waned dramatically.

Our author seems committed to jump starting this dying trend.

Whoever is still out there trolling, whatever. Here's my challenge. Give us your most disappointing holding(s), that you have a strong confliction they have a strong future.

I'll start with:

LAC. GM backed Lithium mining. Thacker Pass. Waiting to double.

I'm very much interested in Gene/DNA therapy and Quantum.

DNA. Well backed and well beaten. Been on a slow climb last couple months.

CRSP. The future. DNA/Gene manipulation is coming. Once they merge Quantum power with healthcare this arena is just waiting to explode.

QaaS. Quantum computing in the cloud. This will be years before it hits your desktop but allowing companies the Quantum power without the need for the actual hardware. Freight Train coming right at you.

Let's go boy's!!

[ChuckyTheGoat]

RGTI Just stupid. I already sold 40% of my holdings about 2 weeks ago. My CB like $3. Trading like $19 or so. Talk about a momentum tragedy?? Check out the 3 mo chart.

Wow, I bought some RGTI. Will see how long the Quantum computer talk continues.

[Madison]

IONQ and AARQ continue to do well. They're in my portfolio for sure.

Gotta consider these technologies. It's all about staying ahead of the Cost of Capital. And so many stocks are lagging in that regard now.

RGTI Just stupid. I already sold 40% of my holdings about 2 weeks ago. My CB like $3. Trading like $19 or so. Talk about a momentum tragedy?? Check out the 3 mo chart.

[homie1975]

letting things settle for a bit here before i unleash hell.

unlike jan 2024 when the market (in my mind) was clearly going to be bullish in the face of so many pundits saying the opposite.

right now? a bit different. shaky uncertain market, trying to get its legs for another run up or (gulp)

[ChuckyTheGoat]

I have been in IONQ for a while.

Just got into AARQ today. But what a day!

Most of my holding were down today. These were two exceptions.

IONQ and AARQ continue to do well. They're in my portfolio for sure.

Gotta consider these technologies. It's all about staying ahead of the Cost of Capital. And so many stocks are lagging in that regard now.

[ChuckyTheGoat]

Look at RGTI today. I don't know what more I can do help!!

Dave Righetti? The old south-paw?

[ChuckyTheGoat]

Up 33% TODAY. Hopefully you got closer to recommend circa12/18.

Don't think about it for your personal computer. 10-20 years away. AI and other cloud apps will ride the wave.

I have been in IONQ for a while.

Just got into AARQ today. But what a day!

Most of my holding were down today. These were two exceptions.

[Madison]

Up 33% TODAY. Hopefully you got closer to recommend circa12/18.

Don't think about it for your personal computer. 10-20 years away. AI and other cloud apps will ride the wave.

47% last look. SAD I'm a conservative who has taken 40% off.

[Madison]

Watch DNA , been slowly advancing for a month or so. Big $$ investors.

[Madison]

Look at RGTI today. I don't know what more I can do help!!

[Madison]

Few friends and luckily myself (smaller than some friends) have bloated our 401k's last 3 months!!!

Hopefully they'll remember me in their wills. LOL

Although I'll likely be gone before them.

[Madison]

OK, Mad. I'm in on some ARQQ. I like it.

There's definitely a learning curve on this Quantum Computers track. Encryption is complicated. So many zeroes to the right.

It's about creating a random string. Virtually impossible to repeat. At least one would think.

Is Willow going into the computers that are going to be released soon? I always found it frustrating to see a computer take time to churn answers. Would be awesome if those times speed up.

Up 33% TODAY. Hopefully you got closer to recommend circa12/18.

Don't think about it for your personal computer. 10-20 years away. AI and other cloud apps will ride the wave.

[ChuckyTheGoat]

I've been in IONQ forever. ARQQ last 8 months. It's coming whether we all like it or not. Take a small position and hold.

OK, Mad. I'm in on some ARQQ. I like it.

There's definitely a learning curve on this Quantum Computers track. Encryption is complicated. So many zeroes to the right.

It's about creating a random string. Virtually impossible to repeat. At least one would think.

Is Willow going into the computers that are going to be released soon? I always found it frustrating to see a computer take time to churn answers. Would be awesome if those times speed up.

[Madison]

Good stuff, Mad. Very interesting. Been reading more about Encryption/Decryption.

If you like numbers, 256^24 explodes to a huge figure. Something like 25 zeroes on the right. The computer-gurus think it might need to expand wider to counter the Septillion figure.

It's crazy. Truly boggles the human mind. This is the type of coding that protects the nuclear codes.

I see that these stocks like ARQQ and IONQ are blowing up in recent weeks.

I've been in IONQ forever. ARQQ last 8 months. It's coming whether we all like it or not. Take a small position and hold.

[ChuckyTheGoat]

Watch ARQQ. They apparently are customizing a cloud/quantum encryption methodology. Very interesting profile which on the surface I really like. More research required but sound in the sense that they appear to be selling the quantum service versus selling a device.

Good stuff, Mad. Very interesting. Been reading more about Encryption/Decryption.

If you like numbers, 256^24 explodes to a huge figure. Something like 25 zeroes on the right. The computer-gurus think it might need to expand wider to counter the Septillion figure.

It's crazy. Truly boggles the human mind. This is the type of coding that protects the nuclear codes.

I see that these stocks like ARQQ and IONQ are blowing up in recent weeks.

[Madison]

Mad, IONQ ripping today!

Any other quantum-computing stocks you like?

Watch ARQQ. They apparently are customizing a cloud/quantum encryption methodology. Very interesting profile which on the surface I really like. More research required but sound in the sense that they appear to be selling the quantum service versus selling a device.