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re: APP, PLTR, HOOD, RDDT, HIMS etc - this is starting to feel like late 2021 again…

Posted on 2/13/25 at 8:43 pm to
Posted by Boomer Rick
Member since Apr 2021
262 posts
Posted on 2/13/25 at 8:43 pm to
“Pause” for concern?
Posted by beaverfever
Little Rock
Member since Jan 2008
34436 posts
Posted on 2/13/25 at 9:02 pm to
quote:

I've been saying this since Covid. I have ben wrong. Markets are going up forever. Just accept the harsh truth like I did.
This guy gets it. Chasing value at this point is ridiculous. It’s all fake. Just get as good of a feel for liquidity as you can and ride the biggest wave you can find.
Posted by DaBeerz
Member since Sep 2004
18047 posts
Posted on 2/13/25 at 9:27 pm to
I’m in on BROS, Dutch brothers coffee…they are expanding like crazy. I’ve been buying a little every month. Up 29% today after earnings smash
Posted by bayoubengals88
LA
Member since Sep 2007
21421 posts
Posted on 2/13/25 at 9:31 pm to
Regarding HIMS and no news, shorts comprise about 1/3 of the float.
We are seeing a squeeze since $40 IMO. Today was a true squeeze.
Posted by slackster
Houston
Member since Mar 2009
90020 posts
Posted on 2/14/25 at 4:55 am to
quote:

Pause” for concern?


regrettable typo.
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11674 posts
Posted on 2/14/25 at 8:58 am to
quote:

Just get as good of a feel for liquidity as you can and ride the biggest wave you can find.


I think you have it backwards
Posted by Boomer Rick
Member since Apr 2021
262 posts
Posted on 2/14/25 at 12:32 pm to
Just messing with you.

I appreciate your insight on the board.
Posted by UltimaParadox
North Carolina
Member since Nov 2008
47373 posts
Posted on 2/14/25 at 12:53 pm to
quote:

This guy gets it. Chasing value at this point is ridiculous. It’s all fake. Just get as good of a feel for liquidity as you can and ride the biggest wave you can find.


This is said every cycle and eventually you get burned.
Posted by Hangit
The Green Swamp
Member since Aug 2014
43461 posts
Posted on 2/15/25 at 1:45 pm to
If PLTR goes up another $8.46 I have a 6 bagger.

That 627 P/E, That's awesome, right? The beta is only 2.81. Rookie numbers...

Thinking of running away, but my plan when I got in about a year ago was 10 years.
Posted by Double Oh
Louisiana
Member since Sep 2008
21991 posts
Posted on 2/15/25 at 3:18 pm to
quote:


If PLTR goes up another $8.46 I have a 6 bagger.





Jealous
Posted by Hangit
The Green Swamp
Member since Aug 2014
43461 posts
Posted on 2/18/25 at 3:43 pm to
quote:

Jealous


I don't have that many. I had 1800, but sold 1385 to make $9k. My remaining 415 shares were paid for by an original $9k. I bought at $21,27 and it closed at 124.62 today.

It is down $.20 after hours.
Posted by Double Oh
Louisiana
Member since Sep 2008
21991 posts
Posted on 2/18/25 at 5:11 pm to
quote:

I don't have that many. I had 1800, but sold 1385 to make $9k. My remaining 415 shares were paid for by an original $9k. I bought at $21,27 and it closed at 124.62 today.

It is down $.20 after hours.



My man you killed it. It was up $5.46 today
Posted by BCreed1
Alabama
Member since Jan 2024
5392 posts
Posted on 2/18/25 at 5:46 pm to
quote:

I’m not selling much of anything personally, but I am building cash to deploy. Trump presided over 2 20%+ downturns and that was taking over a much more reasonably valued market. He’s going to have his work cut out for him with these levels IMO.



I went to about 35 to 40% into divis. And I'm selling calls to raise cash with out the same. The rest is on stocks to hold.
Posted by jangalang
Member since Dec 2014
45459 posts
Posted on 2/19/25 at 7:29 am to
Tesla Killers NKLA filed for bankruptcy.
Posted by bayoubengals88
LA
Member since Sep 2007
21421 posts
Posted on 2/19/25 at 9:01 am to
HIMS squeezing hard again today.
Posted by slackster
Houston
Member since Mar 2009
90020 posts
Posted on 2/19/25 at 10:09 am to
Earnings on 2/24 will be something…
Posted by Double Oh
Louisiana
Member since Sep 2008
21991 posts
Posted on 2/19/25 at 10:28 am to
quote:


HIMS squeezing hard again today.



Damn this thing is rolling today up +10
Posted by Kingpenm3
Xanadu
Member since Aug 2011
9539 posts
Posted on 2/19/25 at 2:07 pm to
quote:

I've been saying this since Covid. I have ben wrong. Markets are going up forever. Just accept the harsh truth like I did.



I think we are going to be in a pattern where the largest companies just keep climbing and making record profits, as the smaller companies all struggle... so the market just continues on the same path it has been on. But it will not be a reflection of the individual stocks at all.

Is there a metric to track that? Like a Large cap vs Small cap ratio?
Posted by Hangit
The Green Swamp
Member since Aug 2014
43461 posts
Posted on 2/20/25 at 4:15 am to
[quote]I went to about 35 to 40% into divis.[/quot

I am slowly rolling into divi-focused on a lot. I need DJT to end the IRS before selling off. HPS is looking pretty shiny. I am also going to have to do a little DD on SDIV when that time comes.
Posted by Lsu05
Member since Oct 2023
59 posts
Posted on 2/21/25 at 9:29 am to
Is HIMS a buy today?
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