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Started By
Message
Help me pick stocks for my “fun” satellite portfolio
Posted on 5/12/26 at 9:22 pm
Posted on 5/12/26 at 9:22 pm
Hey MB, I’m finally at the point in my life where I have the extra capital to have a “fun” portion of my portfolio. Would welcome any suggestions yall may have. 
10
Posted on 5/12/26 at 9:30 pm to Bayou_Tiger_225
Hgraf is NOT fun right now.
I missed the 4 dollar window on LWLG.
SLi won’t take off….ever.
I’m fun at parties.
I missed the 4 dollar window on LWLG.
SLi won’t take off….ever.
I’m fun at parties.
Posted on 5/12/26 at 9:43 pm to dstone12
Same 
I bought a few thousand dollars worth of Vestis at $9.00 and it dropped to $3. Sat on that turd for a a while and it got back to even the last few weeks. Popped 30% today and I didn’t dump it.
I never go heavy enough into something to really move the needle so I end up keeping most stuff.
I bought a few thousand dollars worth of Vestis at $9.00 and it dropped to $3. Sat on that turd for a a while and it got back to even the last few weeks. Popped 30% today and I didn’t dump it.
I never go heavy enough into something to really move the needle so I end up keeping most stuff.
Posted on 5/13/26 at 4:04 am to Bayou_Tiger_225
still recommend sls. probably best to buy calls at this point.
catalysts
80th event (now at 78)
ph3 topline
ph3 final analysis
probably buyout
catalysts
80th event (now at 78)
ph3 topline
ph3 final analysis
probably buyout
Posted on 5/13/26 at 4:41 am to Bayou_Tiger_225
ORCL
Posted on 5/13/26 at 5:11 am to Bayou_Tiger_225
ASTS
ALAB
TMC
ALAB
TMC
Posted on 5/13/26 at 5:29 am to Bayou_Tiger_225
VELO
SATL
MRLN
BRUN
TRT
KEEL
SATL
MRLN
BRUN
TRT
KEEL
This post was edited on 5/13/26 at 6:00 am
Posted on 5/13/26 at 6:35 am to Bayou_Tiger_225
I’m in the energy sector. The industry is absolutely booming.
I’d go GEV and PWR.
GEV if they start competing the in the relay space with SEL, it’d be a game changer. They already are starting to overtake a lot of other companies on substation equipment.
PWR just killed their revenue and earnings. Tons of work
I’d go GEV and PWR.
GEV if they start competing the in the relay space with SEL, it’d be a game changer. They already are starting to overtake a lot of other companies on substation equipment.
PWR just killed their revenue and earnings. Tons of work
Posted on 5/13/26 at 8:12 am to Bayou_Tiger_225
Goog is getting most of my new money.
Also, thinking of taking a position in Oust. Could be late on this one, but think it has room to keep running.
Sold my position in Wmt a few years ago, but am likely to get back in soon.
Also, thinking of taking a position in Oust. Could be late on this one, but think it has room to keep running.
Sold my position in Wmt a few years ago, but am likely to get back in soon.
Posted on 5/13/26 at 8:16 am to Upperdecker
One more: PLUG
Laughably bad company that appears to be making a turnaround in an in-demand industry. I think it could see a bigger run really soon as people want to chase comparable stocks to BE - of which only FCEL and PLUG are really good comparisons
Laughably bad company that appears to be making a turnaround in an in-demand industry. I think it could see a bigger run really soon as people want to chase comparable stocks to BE - of which only FCEL and PLUG are really good comparisons
Posted on 5/13/26 at 8:22 am to Upperdecker
Why TMC?
Posted on 5/13/26 at 8:28 am to bayoubengals88
Thank yall for the suggestions.
I took a moment to read y’all’s stock picks from a January 2025 thread and it was chalk full of short term winners
I took a moment to read y’all’s stock picks from a January 2025 thread and it was chalk full of short term winners
Posted on 5/13/26 at 9:03 am to bayoubengals88
quote:
VELO
Posted on 5/13/26 at 10:18 am to Athanatos
quote:
Why TMC?
TMC is already determined as the market leader in sea floor nodule mining. Trump admin is showing them a lot of good will, so I expect them to get their license to operate very soon. If so, they become the immediate market leader with a strong moat in a new growth industry (if you consider seafloor as its own industry). If you don’t consider seafloor its own industry, they still have immediate access to the largest available deposit of rare earths with a big moat to protect their lead (since they can’t own the seafloor like other rare earth companies own deposits). They have the potential to have the lowest cost of rare earth mineral acquisition as well.
US rare earth acquisition and production will be a huge expanding industry in the next few years, as Trump admin is pushing it, and Dems actually aren’t opposed on this single issue since they also dislike China
This post was edited on 5/13/26 at 10:20 am
Posted on 5/13/26 at 10:40 am to Upperdecker
I forgot to tell you VELO yesterday. My bad.
Posted on 5/13/26 at 11:27 am to Bayou_Tiger_225
AI stocks:
MU
TSM
STX
ASML
NVDA
NVTS
MU
TSM
STX
ASML
NVDA
NVTS
Posted on 5/13/26 at 1:17 pm to Bayou_Tiger_225
I have MANU and TKO just for fun. It's cool to be able to say you're part owner of those.
As a bonus, I got TKO at the pandemic bottom (before the UFC merger).
As a bonus, I got TKO at the pandemic bottom (before the UFC merger).
Posted on 5/13/26 at 2:05 pm to Upperdecker
Just curious on your take. I already own some, but I haven’t added any more recently.
Posted on 5/13/26 at 3:34 pm to Bayou_Tiger_225
Cerebras will be one to keep an eye on. IPO is set for tomorrow
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