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re: RED! GREEN!! RED! GREEN!!

Posted on 7/27/26 at 11:21 am to
Posted by bayoubengals88
LA
Member since Sep 2007
25838 posts
Posted on 7/27/26 at 11:21 am to
quote:

What are you considering short term?

Well, OUST and ELVA earnings are short term and I have options in both, but I've got a little time to make a decision on staying/bailing.

I consider short term in this scenario days to weeks.
Meaning, QQQ will want to hit that 200 day if good news continues to get sold off.
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
13107 posts
Posted on 7/27/26 at 11:24 am to
Thanks. Was just curious. I’m all in on OUST and NBIS, but looking at holding through 2030
Posted by bayoubengals88
LA
Member since Sep 2007
25838 posts
Posted on 7/27/26 at 12:04 pm to
quote:

Thanks. Was just curious. I’m all in on OUST and NBIS, but looking at holding through 2030

Make no mistake, I'll be in OUST and NBIS for years to come. It's just a matter of will I capitulate some options and buy shares with the money before earnings.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20539 posts
Posted on 7/27/26 at 12:33 pm to
This whole thing with the war makes feel like turtle mode might be the short term strategy. Holding HGRAF, OUST and NBIS through the duration though. Also ONDS since it’s pretty cheap anyway.

The rest of my portfolio are blue chips and energy. I did sell MYGR and PWR after I hit a trailing stop - still made about 60% on each since I had them since December.
Posted by bayoubengals88
LA
Member since Sep 2007
25838 posts
Posted on 7/27/26 at 8:02 pm to
Citadel is short the market or wants cheapies.
No chance in hell…

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Posted by bayoubengals88
LA
Member since Sep 2007
25838 posts
Posted on 7/27/26 at 8:16 pm to
Final thought is that a neutral outcome will be seen as positive…
Posted by bamatrader
Member since May 2026
129 posts
Posted on 7/27/26 at 9:33 pm to
KOSPI (South Korea Market) down 9% right now.... lately has been of a leading indication of SMH (Semiconductors) in US. KOSPI starting to feel more like capitulation.

And if they hike rates this week, look out below....
This post was edited on 7/27/26 at 9:35 pm
Posted by bayoubengals88
LA
Member since Sep 2007
25838 posts
Posted on 7/27/26 at 10:11 pm to
I think Kospi took our lead this time.

If rates are raised, I’m self imposing…not a single post for 45 days. NONE.
Posted by bamatrader
Member since May 2026
129 posts
Posted on 7/27/26 at 10:13 pm to
I've been 50% cash for a few weeks now, might need to make that more like 75% cash.
Posted by NorthShoreTiger44
Madisonville
Member since Aug 2014
1502 posts
Posted on 7/28/26 at 6:23 am to
Just another bloody day incoming
Posted by LSUSports247
Member since Apr 2007
1134 posts
Posted on 7/28/26 at 8:53 am to
Big red! My bag collection is growing….

I did buy back into NOW last week before earnings. I’m up 12%, not sure if I should take the profits to buy the dips in AMD and NBIS or not
Posted by Sabans straw hat
Member since May 2022
1144 posts
Posted on 7/28/26 at 8:56 am to
What are the boards thoughts on Corning? It is taking a massive beating
Posted by el Gaucho
He/They
Member since Dec 2010
59861 posts
Posted on 7/28/26 at 9:00 am to
quote:

I've been 50% cash for a few weeks now, might need to make that more like 75% cash.

Maybe 100% until the great trumpression is over and the adults are back in charge
Posted by RoyalWe
Louisiana
Member since Mar 2018
5271 posts
Posted on 7/28/26 at 9:17 am to
quote:

Maybe 100% until the great trumpression is over and the adults are back in charge
Turn that frown upside down, buddy ole pal of mine!
The Trumpression has been extremely profitable. I was just thinking we're due for another dip-buy-profit.
Posted by PeteRose
Hall of Fame
Member since Aug 2014
18263 posts
Posted on 7/28/26 at 9:51 am to
quote:

I was just thinking we're due for another dip-buy-profit.


Pretty insightful. Never heard of this strategy before.
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
13107 posts
Posted on 7/28/26 at 10:04 am to
quote:

I was just thinking we're due for another dip-buy-profit
I bought the dip. Then it dipped lower.
Posted by Rize
Spring Texas
Member since Sep 2011
19705 posts
Posted on 7/28/26 at 10:07 am to
Feel like I’m trying to put out an apartment fire with a garden hose buying these dips .

Bought dram this am at around 8% drop and immediately it dropped to 11%.
Posted by NorthShoreTiger44
Madisonville
Member since Aug 2014
1502 posts
Posted on 7/28/26 at 10:19 am to
I bought the dip 5 dips ago. This is giving meaning to the saying don’t try to catch a falling knife
Posted by Rize
Spring Texas
Member since Sep 2011
19705 posts
Posted on 7/28/26 at 10:22 am to
quote:

I bought the dip 5 dips ago. This is giving meaning to the saying don’t try to catch a falling knife


I’m in it for a while so when it dips to low $50’s or $40’s I usually try and buy. It was between this and VGT.
Posted by Shamoan
Member since Feb 2019
14104 posts
Posted on 7/28/26 at 11:11 am to
DOW pushing ATH's and my portfolio has been getting murdered for the last month. damn. straight down.
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