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

**ChuckyTheGoat** · 02-06-25, 09:58 PM

Good Luck, everyone.

Who has a good Stock pick for this week?

**ChuckyTheGoat** · 02-06-25, 09:59 PM

I'll give one pick: SMLR (Semler Scientific).

...Down of late. Bitcoin going on their Balance sheet.
...Check back on 7/1/2025. Feel confident that it will be up by then.

**Madison** · 02-07-25, 10:01 AM

Originally posted by d2bets

Any fellow Palantirians here? PLTR

Held that sucker for maybe 2 years and finally sold about a year ago. What a fkn genius ehhh?

One bit of caution for all. Whether it's LMT, PLTR, etc please be VERY aware of the amount and percent of GOV commitments/contracts. They can be both a curse and blessing, but tend to put a ceiling?

**Madison** · 02-07-25, 10:04 AM

Originally posted by d2bets

Bought it Nov 2022 at $7.60 in both taxable and Roth.

Pretty sure it was someone here who mentioned it!?
Second biggest position easily.

NVDA and PLTR are my early retirement stocks, hopefully.

May have been me, but I wasn't smart enough to hold on. (See above)

**homie1975** · 02-07-25, 10:48 AM

PLTR is becoming a meme stock.

time to put stop losses on it as we await the inevitable rug pull?

**d2bets** · 02-07-25, 11:10 AM

Originally posted by homie1975

PLTR is becoming a meme stock.

time to put stop losses on it as we await the inevitable rug pull?

$1.2T market cap and rising.

**Poker_Beast** · 02-10-25, 05:40 PM

Originally posted by Madison

Held that sucker for maybe 2 years and finally sold about a year ago. What a fkn genius ehhh?

One bit of caution for all. Whether it's LMT, PLTR, etc please be VERY aware of the amount and percent of GOV commitments/contracts. They can be both a curse and blessing, but tend to put a ceiling?

Me too!
Had that sucker forever and never did anything. Sold and nothing but up.

**guitarjosh** · 02-11-25, 04:36 AM

Originally posted by homie1975

PLTR is becoming a meme stock.

time to put stop losses on it as we await the inevitable rug pull?

There's nothing wrong with selling some, but it has a ton of cash, great sales & earnings growth, and its gross margins are 80%. I got my clients in it back when it was in the $20s.

**trobin31** · 02-11-25, 10:30 AM

Originally posted by d2bets

Any fellow Palantirians here? PLTR

Yes, long term hold. Sold half around $85 for 3x. Now just selling and buying puts to collect and hedge.

my guess is there’s some news on the horizon getting priced in more so than it being a meme.

**trobin31** · 02-11-25, 11:17 AM

Originally posted by homie1975

TROB !!

what's good ?!?!?!

Pura vida mae.

been trading more hopefully BABA goes to $200 by spring

HIMS looks to be bull flagging

been adding in AMD slowly

**homie1975** · 02-19-25, 08:18 PM

Originally posted by d2bets

$1.2T market cap and rising.

down 10% today

how long do we wait to add more?

**Chiefs83** · 02-20-25, 09:53 AM

Alibaba with a 15% jump today

**d2bets** · 02-20-25, 10:02 AM

Originally posted by homie1975

down 10% today

how long do we wait to add more?

Yikes. And I had market cap wrong. But yeah, def a buying oppo.

**trobin31** · 02-22-25, 07:49 PM

Originally posted by Chiefs83

Alibaba with a 15% jump today

Still early. Holding

**homie1975** · 02-23-25, 11:55 AM

Originally posted by d2bets

Yikes. And I had market cap wrong. But yeah, def a buying oppo.

just before the close on friday i picked up more PTLR at $102 and then for swing trade in my roth (all tax free) i picked up more TQQQ, SPXL and TECL

**ChuckyTheGoat** · 02-23-25, 04:40 PM

Originally posted by Chiefs83

Alibaba with a 15% jump today

Any specialists in here on the Gold price? US supposedly buying Gold and adding it to the reserves.

Gold price rising. Monitor the sales prices for 1/10 oz coins and 1/4 oz coins.

**Madison** · 02-24-25, 08:38 AM

From Morningstar:

On Berkshire’s Tax Bill

Buffett used Berkshire’s growing tax bill as a benchmark for the firm’s success over the past six decades.
Berkshire paid no income tax in 1965, the year Buffett took the reins. Sixty years later, Buffett said, Berkshire wrote the US government four tax checks totaling $26.8 billion, which accounted for about 5% of what all of corporate America paid in taxes last year. That’s the most any company has ever paid in income tax to the US government, “even the American tech titans that commanded market values in the trillions.”

**homie1975** · 02-24-25, 10:29 PM

Originally posted by homie1975

just before the close on friday i picked up more PTLR at $102 and then for swing trade in my roth (all tax free) i picked up more TQQQ, SPXL and TECL

just before the close today i bought more CRDO and SOUN

**trobin31** · 02-25-25, 07:15 PM

Looks like we’ll get a Green Day tmrw. At least until NVDA reports. If they have great earnings, which they usually do but the bar so high even 50% growth could get see self off.

I do think we get a short term bottom this week so maybe some deals on tariffs. Sounds like the war will rage on with this Ukraine mineral deal pending

**d2bets** · 02-26-25, 11:38 AM

Originally posted by trobin31

Looks like we’ll get a Green Day tmrw. At least until NVDA reports. If they have great earnings, which they usually do but the bar so high even 50% growth could get see self off.

I do think we get a short term bottom this week so maybe some deals on tariffs. Sounds like the war will rage on with this Ukraine mineral deal pending

Correct so far.

I really do think Nvidia rockets after reporting. Up 10%+ AH is my guess.

**homie1975** · 02-26-25, 03:24 PM

Originally posted by d2bets

Correct so far.

I really do think Nvidia rockets after reporting. Up 10%+ AH is my guess.

D2 you are clearly biased as you have a monster holding in this company.

I am your well-wisher but your predictions here are akin to a fanatic of a sports team - not to be trusted.

Sorry Bud.

I am a holder of decent-sized position in NVDA and also the pin action in QQQ and TQQQ are extremely key for my portfolio.

I'm confident on the EPS and Earnings overall but concerned about the guide.

T Minus 1 hour until the call.

I think there is a slightly higher than 50% chance that the stock sells off any RIP in the AH and the run to the end of Friday's session the next two days will have it lower than the current $130

I hope I am wrong.

**homie1975** · 02-26-25, 05:18 PM

Originally posted by trobin31

Looks like we’ll get a Green Day tmrw. At least until NVDA reports. If they have great earnings, which they usually do but the bar so high even 50% growth could get see self off.

I do think we get a short term bottom this week so maybe some deals on tariffs. Sounds like the war will rage on with this Ukraine mineral deal pending

the bar is still high but much lower than it was a year ago. DeepSeek real or perceived is a problem as well as macro factors and the fact we are so overbought in general the last 2 years after the late 2021 lows, that any substantial RIP right now is hard to hold.

NVDA is struggling to hold above a 2% bump right now despite another strong earnings call and better than expected guidance.

**homie1975** · 02-26-25, 05:43 PM

Jensen painting a forward pic that the market is not buying (pun intended). DeepSeek is a problem no matter what he says and overall economy slowing is not helping.

**homie1975** · 02-27-25, 10:05 AM

NVDA $127 as i type.

going the wrong way.

**homie1975** · 02-27-25, 02:45 PM

D2 you are my guy. was not trying to give you crap. i get where you are coming from.

i have been called "too bullish" myself so did not mean as a criticism.

as i type, the Nazzy is rolling over.

i am setting my sights on backing up the truck on PLTR and NVDA but not ready yet.

still bleeding.

**Madison** · 02-27-25, 04:09 PM

Originally posted by homie1975

D2 you are my guy. was not trying to give you crap. i get where you are coming from.

i have been called "too bullish" myself so did not mean as a criticism.

as i type, the Nazzy is rolling over.

i am setting my sights on backing up the truck on PLTR and NVDA but not ready yet.

still bleeding.

Beware the falling knife.

**homie1975** · 02-28-25, 11:29 PM

Originally posted by Madison

Beware the falling knife.

with you MADDer

i am watching and waiting.

today was a dying kitty bounce, i don't believe it.

**guitarjosh** · 03-01-25, 03:14 AM

If we were going to see a recession soon, we would see it first in the junk bond market, and junk bonds are doing just fine.

**trobin31** · 03-01-25, 07:38 AM

Time for the blow off top

**pavyracer** · 03-01-25, 10:58 AM

Don't put all your eggs in one basket. Diversify. Because when the markets drop they have to to buy something with the sold stocks as not all stocks fall. My PM and BMY are up 30% when everything else is down 50%. No more than 10% of portfolio in one sector.

**homie1975** · 03-04-25, 11:12 AM

beautiful day out there

**homie1975** · 03-04-25, 11:35 AM

down we go

**homie1975** · 03-04-25, 11:44 AM

Originally posted by guitarjosh

If we were going to see a recession soon, we would see it first in the junk bond market, and junk bonds are doing just fine.

what is the 10 year telling us?

**Madison** · 03-04-25, 11:46 AM

Originally posted by homie1975

what is the 10 year telling us?

Best question??

**Slurry Pumper** · 03-04-25, 12:51 PM

Every one relax, it's not time to go parachuting out the windows just yet. We have finally reached a support area today.