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re: Stock Talk’s picks are gold. Best researcher out there for the public.

Posted on 10/15/25 at 3:26 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 10/15/25 at 3:26 pm to
This guy is absolutely killing it.
PLPC and ENS
HLIO is his latest (today).

PLAB and GXO are two that have yet to perform, but I wouldn't doubt it if they will soon.
Posted by Bestbank Tiger
Premium Member
Member since Jan 2005
79025 posts
Posted on 10/15/25 at 7:44 pm to
quote:

HLIO is his latest (today).


Already up 50% in three months. He might be late to the party.
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 10/15/25 at 7:48 pm to
quote:

up 50% in three months. He might be late to the party.
That’s easy to say at first glance, but he doesn’t buy anything that he truly doesn’t believe has near term 2-3x potential.
P/S, market cap, and theme says there’s plenty of room for growth.
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 10/15/25 at 7:51 pm to
Zoom out to the monthly.
Look at the volume over 15 years. Wow.

This post was edited on 10/15/25 at 7:52 pm
Posted by PeteRose
Hall of Fame
Member since Aug 2014
17820 posts
Posted on 10/15/25 at 8:01 pm to
Is there any point to subscribe $89 a month if he posts his picks on X?
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 10/15/25 at 8:23 pm to
I’ve considered it.
You miss out on a bit of Alpha, but if you’re in it for a 3-6 month or more time frame it won’t matter a ton.

I bought calls on ENS and made 80% in two days. So I suppose it doesn’t matter that much.

Few people anywhere will invest in his picks. They look boring and they’re longer holds than most will be willing to stay with (due to the nature of this market).

I’m susceptible to it as well. I bought those ENS calls for 3.67 and sold for 6.60 earlier today. It will likely continue creeping upward.

I’m currently in PCPL, AMKR, ENS, HLIO and have options in all but ENS now. I also have “rights” for BACQ.
And of course I own NBIS, one of his largest holdings.

Just look at his post on LEU. Stunning success.

Edit: I have GXO calls as well.
This post was edited on 10/15/25 at 8:52 pm
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 10/15/25 at 8:31 pm to
quote:

Is there any point to subscribe $89 a month if he posts his picks on X?
As you can see, look what he and his group did to HLIO options today.
I obviously don’t care as I think they will continue to climb. ENS certainly kept going.

Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 10/15/25 at 8:36 pm to
What he says here about PLPC here is so true. The float is 5.4 million
I wouldn’t be surprised if it reached $260 by Friday.

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Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 10/15/25 at 8:43 pm to
I’ll add one last thing…
I just checked all the recent companies listed and the average number of watchers on StockTwits is 200-400

No one know these names, and most are 95+ percent institutionally held with small floats. The kind of investments that allow for a good night’s sleep.
Posted by Neauxla
New Orleans
Member since Feb 2008
34005 posts
Posted on 10/15/25 at 9:19 pm to
Does guy only do calls/options/etc or does he buy shares?
Posted by PeteRose
Hall of Fame
Member since Aug 2014
17820 posts
Posted on 10/15/25 at 9:34 pm to
Yeah, I threw 1k on PLCP, 1k on UUUUbased on his on a recommendation. They’ve been doing well. DPRO is meh. Missed out on LEU but I only found out about this guy 3 weeks ago. I also bought 10 shares of HLIO. Trying to free some cash to get more. I’ve been on the fence with AMKR.
Posted by PeteRose
Hall of Fame
Member since Aug 2014
17820 posts
Posted on 10/15/25 at 9:39 pm to
Most of my portfolio is ETFs. But it’s hard to excited about them when I see this guys picks performing. It’s like I have VOO, VGT, VUG, QQQ (like the experts suggest) but do I want to? lol.
Posted by kaaj24
Dallas
Member since Jan 2010
877 posts
Posted on 10/15/25 at 9:56 pm to
I think having a solid ETF base makes sense before investing in individual stocks.

One thing I always remember is people always share wins but don’t often hear about the misses. It’s a bull market now but it isn’t always this easy.
Posted by PeteRose
Hall of Fame
Member since Aug 2014
17820 posts
Posted on 10/15/25 at 10:12 pm to
Good point.
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 10/16/25 at 5:44 am to
quote:

Does guy only do calls/options/etc or does he buy shares?
Shares plus leverage from calls.
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 10/16/25 at 5:46 am to
quote:

I’ve been on the fence with AMKR.
I went big on AMKR yesterday after he mentioned that TSM earnings could give them a boost. It’s happening!
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 10/16/25 at 5:50 am to
quote:

I think having a solid ETF base makes sense before investing in individual stocks
For most people, yes.
The host of the spaces yesterday was asking why stock talk doesnt have at least 10% in ETFs.
I thought his reply was spot on.
“I don’t research stocks for 8 hours a day to invest in ETFs.”

And we can benefit from that research and listen to his arguments.
Posted by bayoubengals88
LA
Member since Sep 2007
23479 posts
Posted on 10/16/25 at 5:52 am to
quote:

1k on UUUUbased on his on a recommendation
The short term party could be over for UUUU as the rare earths mania has ended for now.

He mentioned selling his calls on UUUU and starting new positions.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19022 posts
Posted on 10/16/25 at 7:12 am to
HLiO and PLPC look very interesting.
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