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re: With market pulling back a large bit today, are there any buys you all are targeting?

Posted on 5/18/26 at 7:45 am to
Posted by bayoubengals88
LA
Member since Sep 2007
24884 posts
Posted on 5/18/26 at 7:45 am to
Loaded ENPH even at elevated prices.
Solar to data center thesis.
Posted by Screaming Viking
Member since Jul 2013
5722 posts
Posted on 5/18/26 at 7:51 am to
quote:

are there any buys you all are targeting?


l am an absolute novice.....so take this with a few grains of salt.....what has been good to me recently is QQQI. Any time I am not sure where to go with some cash, QQQI is it.

Been good to me in the last few months. No clue how long this wave will last.
Posted by jerryc436
Franklin
Member since Jan 2014
644 posts
Posted on 5/18/26 at 7:53 am to
What price did you pay for ENPH? May look into it this morning.
Posted by bayoubengals88
LA
Member since Sep 2007
24884 posts
Posted on 5/18/26 at 8:06 am to
51.84
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
12862 posts
Posted on 5/18/26 at 8:38 am to
I imagine this week has the potential to be very ugly, and full of buying opportunities
Posted by GeauxTime9
Baton Rouge, La
Member since Dec 2010
7041 posts
Posted on 5/18/26 at 12:48 pm to
quote:


I imagine this week has the potential to be very ugly, and full of buying opportunities


Any recommendations?
Posted by djrunner
Baton Rouge
Member since Jun 2010
5598 posts
Posted on 5/18/26 at 2:24 pm to
I think it is a stretch to say the market is pulling back. Maybe your stocks are but the dow is actually up and neither the Nas or S&P are even a percentage point down. Ai, high risk are down but hopefully everyone saw that coming...
Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
4064 posts
Posted on 5/18/26 at 2:31 pm to
Entered Orcl and ELVA today
Posted by SlidellCajun
Slidell la
Member since May 2019
16428 posts
Posted on 5/18/26 at 8:04 pm to
Want some hardcore blue chip names making new lows?

Home Depot
McDonald’s
Abbot labs
Posted by bayoubengals88
LA
Member since Sep 2007
24884 posts
Posted on 5/19/26 at 11:43 am to
Opened 2027 calls in ENPH and AMRC.
Opened small position in YSS
Made a 10% trade on OUST 2027 calls after selling out of BRUN.

I’ve essentially made up for buying BRUN too early.
That was my fault. I should have been patient enough for a retest of the 9 EMA.
Posted by bayoubengals88
LA
Member since Sep 2007
24884 posts
Posted on 5/19/26 at 11:45 am to
LEAPS are worth a look for TSCO and HD.
Posted by StonewallJack
Member since Apr 2008
1021 posts
Posted on 5/19/26 at 2:59 pm to
Anyone still in ELVA?
Posted by bayoubengals88
LA
Member since Sep 2007
24884 posts
Posted on 5/19/26 at 3:22 pm to
No. Sold yesterday because it didn't rebound.
Like I said, wasn't married to it and saw other opportunities.
Posted by itsbigmikey
NASHVILLE
Member since Aug 2018
470 posts
Posted on 5/20/26 at 6:54 am to
quote:

Solar to data center thesis.


A couple more recent stock talk plays in this sector along with $amrc:

$shls - shoals technologies group
$bldp - Ballard power systems

In for a couple hundred shares of each but still doing some DD. Both seem promising with strong partnerships and plenty of runway.

Posted by bayoubengals88
LA
Member since Sep 2007
24884 posts
Posted on 5/20/26 at 7:05 am to
Oh wow. I’m really surprised he’d buy a company pre profitability.
I guess he sees an inflection coming.
Posted by bayoubengals88
LA
Member since Sep 2007
24884 posts
Posted on 5/20/26 at 7:12 am to
Looks like he may have gone nuts with this contract:

Posted by Wraytex
San Antonio - Gonzales
Member since Jun 2020
4064 posts
Posted on 5/20/26 at 3:29 pm to
just got intu @ 345.00
Posted by bayoubengals88
LA
Member since Sep 2007
24884 posts
Posted on 5/21/26 at 6:58 am to
quote:

bldp - Ballard power systems


You got a thesis? I just read about their Vertiv Partnership, and it has me wanting more shares.

They are essentially pivoting to the “Bring your own power” sector for data centers?
Posted by bayoubengals88
LA
Member since Sep 2007
24884 posts
Posted on 5/21/26 at 11:18 am to
Should have bought 20-30 calls!
Thanks for the info

Posted by cgrand
HAMMOND
Member since Oct 2009
49145 posts
Posted on 5/21/26 at 11:56 am to
I sold out of PATH today with a 30% loss. Proceeds went to more ZETA now 20% of my account

roll them bones
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