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Message
Posted on 2/13/25 at 9:02 pm to I Love Bama
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.
I've been saying this since Covid. I have ben wrong. Markets are going up forever. Just accept the harsh truth like I did.
Posted on 2/13/25 at 9:27 pm to slackster
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 on 2/13/25 at 9:31 pm to slackster
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.
We are seeing a squeeze since $40 IMO. Today was a true squeeze.
Posted on 2/14/25 at 4:55 am to Boomer Rick
quote:
Pause” for concern?

Posted on 2/14/25 at 8:58 am to beaverfever
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 on 2/14/25 at 12:32 pm to slackster
Just messing with you.
I appreciate your insight on the board.
I appreciate your insight on the board.
Posted on 2/14/25 at 12:53 pm to beaverfever
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 on 2/15/25 at 1:45 pm to slackster
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.


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 on 2/15/25 at 3:18 pm to Hangit
quote:
If PLTR goes up another $8.46 I have a 6 bagger.
Jealous
Posted on 2/18/25 at 3:43 pm to Double Oh
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 on 2/18/25 at 5:11 pm to Hangit
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 on 2/18/25 at 5:46 pm to slackster
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 on 2/19/25 at 7:29 am to BCreed1
Tesla Killers NKLA filed for bankruptcy.
Posted on 2/19/25 at 9:01 am to jangalang
HIMS squeezing hard again today.
Posted on 2/19/25 at 10:09 am to bayoubengals88
Earnings on 2/24 will be something…
Posted on 2/19/25 at 10:28 am to bayoubengals88
quote:
HIMS squeezing hard again today.
Damn this thing is rolling today up +10
Posted on 2/19/25 at 2:07 pm to I Love Bama
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 on 2/20/25 at 4:15 am to BCreed1
[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.
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.
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