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FredsGotSlacks
| Favorite team: | LSU  |
| Location: | Baton Rouge |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 914 |
| Registered on: | 3/22/2008 |
| Online Status: | Not Online |
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re: Salesforce (CRM)
Posted by FredsGotSlacks on 6/17/26 at 9:14 pm to LSUSports247
quote:
I’ve been a bag holder on NOW since last year but recently started selling, at a loss, to invest in other stocks. I still think software will rebound this year, probably after I sell all my shares.
I recently started small positions in NOW and MSFT. IGV stocks (minus oracle) are well overdue for a rally IMO.
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re: Actors you have an irrational dislike for.
Posted by FredsGotSlacks on 6/15/26 at 2:46 pm to TigerBornTigerBred
Maggie Gyllenhaal solely because she ruins the dark knight every time she is on screen. No billionaire is jumping off a building to save her, sorry
re: GTA 6 to sell at 70 or 80$ confirms ceo
Posted by FredsGotSlacks on 6/13/26 at 6:48 pm to td01241
quote:
I mean I agree with you that looks amateur I just think they have a very particular strategy in mind that they will put into motion whenever whatever their notion of "summer" comes around
I’m starting to think this might be the smartest marketing campaign of all time. Don’t produce any trailers or previews and let the lack of content drive everyone nuts. Maybe Drop some fake breadcrumbs here and there that gets everyone’s hopes up. Nothing happens, repeat the process. Rockstar gets Free advertising, tons of engagement and they do not have to lift a finger or spend a dime
re: Microsoft
Posted by FredsGotSlacks on 6/12/26 at 10:19 am to Guntoter1
quote:
The reason MS is tanking is because AI will end up writing all the software and Software companys will be obsolete. whether this is true are not, I dont know but this is the reason for the downturn.
Also their gaming division has been getting crushed by Sony and Nintendo. They acquired a ton of IPs and havent done anything with them except disappoint. They have destroyed activision and Bethesda. The new head of gaming is trying her best to turn it around at least.
re: QXO- 2nd largest roofing company
Posted by FredsGotSlacks on 6/11/26 at 6:33 pm to LChama
Yeah I’ve got about 500 shares with an average share price around 18
re: QXO- 2nd largest roofing company
Posted by FredsGotSlacks on 6/11/26 at 5:45 pm to LChama
I posted on them about 6 months ago and got no takers. It seems to me like an excellent buy below $20. Bradley Jacobs has built and rebuilt some amazing companies and this is his grand finale. He stepped back from United rentals after the new year and is full time with QXO now and they’re projecting some serious growth by 2030.
He did an interview on CNBC about a month ago where they challenged him on why would you want to be a company serving the housing market. He reminded them that QXO is basically a merger and acquisitions company and now is the time to be acquiring assets that are at historically low valuations.
Btw One other notable board member and major investor is Jared kushner
He did an interview on CNBC about a month ago where they challenged him on why would you want to be a company serving the housing market. He reminded them that QXO is basically a merger and acquisitions company and now is the time to be acquiring assets that are at historically low valuations.
Btw One other notable board member and major investor is Jared kushner
re: Market blood bath
Posted by FredsGotSlacks on 6/9/26 at 6:18 pm to racknreel
quote:
Better question perhaps - will the AI stocks reach their ATHs again?
Heard on CNBC today that AI spend is more than the railroad buildout in the 1800s and over 3 percent of GDP. Still got some time in this bubble I think
re: How long would you wait after an IPO to invest? $CBRS
Posted by FredsGotSlacks on 6/9/26 at 4:45 pm to The Baker
I’ve been averaging into it very slowly once price got below 250. All the major analysts have initiated coverage on it and price targets seem to be between 260-300 with lots of room for overshoot if Amazon or OpenAI orders more or if they can steal some new clients
re: Indy Racing League is so much better than F1.
Posted by FredsGotSlacks on 6/7/26 at 10:50 am to ELLSSUU
quote:
All that said, I prefer IMSA to both. Multiclass racing is exciting. Plus many of the cars are relatable to ones you might see on the street. If you want entertainment then catch the Carrera Cup, Lamborghini Super Trofeo and Mazda MX-5 Cup racing that travels with Indy and IMSA. All are very fun to watch.
IMSA MX-5 series is the most fun racing series out there. Go and watch the road Atlanta or Daytona races to try and forget about the turd that is Monaco
re: Jobs report was good right? So why the sell off?
Posted by FredsGotSlacks on 6/5/26 at 11:51 am to Double Oh
Go look at a daily chart of the Nasdaq with a 50/100/200 SMA. The downside of a market that has gone straight up is that there is no meaningful support when a sell off occurs. The markets were extremely stretched and now the bears have a huge air pocket to sell into
re: Steam Deck got a price hike. 1 TB model is almost $1,000
Posted by FredsGotSlacks on 5/27/26 at 6:12 pm to LSUGent
Most depressing part of this for me is what it means for the pricing of the steam machine and the steam frame. Steam machine will probably be 2K+ and the frame around 1500 if I had to guess
re: Buying up Take-Two stock before GTA 6 releases in November?
Posted by FredsGotSlacks on 4/14/26 at 12:16 pm to JasonDBlaha
This game is going to print money. From an article detailing the recent TTWO hackers:
Leaked data suggests GTA Online makes $8.5 million in weekly bookings, totaling $5.083 billion in bookings from 2014 to early 2026. Weighing this against total franchise net revenues gives more context around Rockstar's mega-hit games.
The above does not include the 5 billion in game sales. I think GTA6 will exceed the 10 billion mark of GTAV within the first 5 years
Leaked data suggests GTA Online makes $8.5 million in weekly bookings, totaling $5.083 billion in bookings from 2014 to early 2026. Weighing this against total franchise net revenues gives more context around Rockstar's mega-hit games.
The above does not include the 5 billion in game sales. I think GTA6 will exceed the 10 billion mark of GTAV within the first 5 years
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 4/13/26 at 2:04 pm to AUtigerNOLA
quote:
Anyone doing some calls here? What’s the strategy? Covered
I sold a 4/17 $160 covered call this morning for $4.91. It’s currently at 5.20 but hopefully it stalls out here and decays like a MF’er tomorrow/wednesday
re: Buying up Take-Two stock before GTA 6 releases in November?
Posted by FredsGotSlacks on 4/13/26 at 7:07 am to JasonDBlaha
I’m in on it. Slowly amassing a large position in it. We’ve gotten a pullback because of the software sell off so it’s a good time to add IMO. The stock will pump as soon as the marketing campaign kicks off and the pre orders go live. This will shatter all entertainment industry records. Also don’t discount the fact that they are supposedly going to start making TV shows, I believe RDR is first.
re: GTA 6 to sell at 70 or 80$ confirms ceo
Posted by FredsGotSlacks on 4/11/26 at 8:41 am to shutterspeed
quote:
Only thing is, you best come correct at that price point, or the public blowback will be swift and brutal.
This will break all records regardless of price. The anticipation and expectations are incredible and rockstar has never delivered a dud. I’m buying up take two stock while it’s down, this thing will be printing money for the next 10-15 years
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 4/7/26 at 11:10 am to LB84
quote:
Jim Cramer shite talked NBIS for a year and now he's giving us the kiss of death.
He’s a Jensen disciple. As soon as Nvidia invested in NBIS and Jensen started hyping Nebius Cramer immediately flipped his stance
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 4/2/26 at 4:10 pm to astonvilla
Tech sector feels primed for a big rally after today’s turnaround. Some good technical indicators on Nasdaq have me full of hopium that nebius pushes through and sets a much higher new high in the very near future
re: MRLN - Merlin Labs (Autonomous Aviation Software)
Posted by FredsGotSlacks on 3/31/26 at 10:06 am to bayoubengals88
Alright I’ll dabble on this one here. As a pilot this is a decent hedge on my career being replaced
re: Verstappen considered retiring last year.
Posted by FredsGotSlacks on 3/30/26 at 8:20 am to fightin tigers
quote:
He complained about the car, the schedule, not being fun to drive, etc. Sounds like a typical champion when they don't have the best car. Now he is floating retirement talk.
If I remember correctly he was extremely vocal a few years ago about these changes and the potential negative impact. These cars are garbage, everyone except for Mercedes and Lewis (who is basically still
Mercedes) have said so. I think max is just trying to leverage his popularity to get the necessary changes that F1 needs because right now I am watching indycar nxt races more than F1
re: Stocks under $50 that pay a dividend
Posted by FredsGotSlacks on 3/20/26 at 10:32 am to tigers1956
Ford
re: Nebius - NBIS - AI Infrastructure Company
Posted by FredsGotSlacks on 3/16/26 at 7:05 pm to bayoubengals88
Congrats to those that have been patiently awaiting this move. Had some covered calls that will expire in the money now, good problem to have I guess and will look to cover and add on any weakness we get this week but I don’t expect it to happen. Thanks to those in here bringing us good info and helping me make some money
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