PIMPING STOCKS

[Patler]

I subscribe to Brad Thomas on seeking alpha because he has assembled a team of good authors. He is average at best, but WER and Dividend Sensei are really good. WER is my go to guy for BDCs. Who do you read on that site for biotech?

I "Follow" Thomas and Dividend Sensei. I "subscribed" to DS for quite a while, until earlier this year. While I do keep a portion of my investments focused on dividend income (as an old codger like me should), I found that he focused mostly on the types of things I typically do not invest in.

For biotech I do subscribe to Jonathon Faison's "ROTY Biotech Community" on Seeking Alpha, and "Follow" a few other authors as well. Faison has changed the format and content a few times, and I do not like it as much as in the past. At times there has been a very active discussion board, and they had a members recommendation list that was always updated with commentary. It was a good source for biotech ideas to research. I often enter a ticker on my phantom portfolio on Seeking Alpha to receive any and all commentary about it, regardless of author. In the past I subscribed to a biotech forum run by Brett Jensen, but dropped it quite a while back. I'm not sure he still has it.

I use Baker Bros. investment list as a source of ideas, too.

[call_me_ishmael]

Sold 50K of NVDA, bought TSLA with it.

Sold 50K of SQ, bought BTC with it.

[Tony Oday]

You sold $60million of NVDA?

[Bretsky]

I am wanting TSM, Taiwan Semiconductor to fall back a little bit here; I want to own that stock. Also looking to add to Amazon. I'm fighting the urge to shed my NVDA exposure. I bought about the same amount dollar wise as some other stocks but given it's crazy ride I own around 14 stocks in my Roth IRA account but NVDA is currently 22 percent of the value of the IRA, which is essentially fun money as I am very vested in 401K funds if I live that long...lol

I have no ego and am humble so if you have any thought on any of the stocks, good or bad, let me know and I'd be cool with comments. I tranferred an old Roth IRA, and them I have a very small portfolio of a few other stocks. I can afford to lose this money but it's SUPER BOWL or BUST for me )))) In other words, love the high risk/high reward. WOuld love comments, good of bad, about anything I own and/or stocks I should consider for the SUPER BOWL of growth.


Current Holdings in order or value

NVDA - Personally I still think this one has a ton of upside and is benefitting from the the AI revolution
AMD - Big Believer in this one
CRWD- Huge believer in Crowdstrke as well; this one just keep killing it with growth and earnings
PANW- Palo Alto Networks- Another security stock doing a lot of things right.
MSFT- Microsoft---Think there is plenty of room to run still
AMZN- Amazon---Bought at almost the exact share price as Google and am intrigued to watch them go up together
GOOG- Google- See Amazon comments
DKNG- Draft Kings---Honestly I am losing faith in this one. Bought early. I'm at about break even. Considering selling and rollling $$ elsewhere
F Ford --Bouught at 9 dollars. Kinda boring, but secure. I consider sellling often, and then I keep reading articles about Ford,EV, and Growth and end up not doing so
AAPL - Apple Was short funds but wanted to drip into a few shares here. I should really add a few more but I think I like other stocks better
DDOG DataDog Another high upside tech stock
PPYL- Paypal God I'm not sure how much I like this one anymore.

YES, I KNOW I"m way over exposed to technology here. It's always my love to research and I've did ok with market timing in past knowing this.

MINI PORTFOLIO OF STOCKS

SQ---- I bought a small 75 shares at $10 per share and have been holding hoping for more of a rise
NOW- Service Now. Just have 5 shares but about the same percentage gain as SQ
MARV- Marvell Technologies---Did well on this one
PLTR- Palantir Technologies---Could be a AI home run. Recent buy so only up about 15%
SOFI - My loser right now- Down about 10%


MY WATCHLIST I AM INTERESTED IN

TSM--Taiwin Semiconductor. Shame on me for being such a DUMBASS and not buying this one when I first wanted to around the $110- range
META- Facebook I don't know why I don't own this one
MSTR- Microstrategy Shame on me; a way to benefit from the CRYPTO run
COIN Coinbase. WORST move in 2023 was getting scared and sellling my shares when I was at a break even point

The high upside, high risk, small cap wild cards

SOUN---Soundhorn----AI voice technology
JOBY- Joby Aviation- See the future; Flying Car Stock. They are being tested. But will they ever happen ?
EHANG---The other dominant flying car stock to consider
BLBD----Bluebird Corp--EV Buses; hugh growth and a high backlog of orders. I've lost on a few EV stocks so gunshy but this one seems like it could keep going
BITF-- Bitfarms- A little Crypto mining stock that has been receiving lot of love lately at investorplace.com


Feel free to tell me your Super Bowl or Bust Candidates, and make a case ? OR rip mine to shreds ))))

[Bretsky]

You sold $60million of NVDA?

What are you buying lately Tony ? I always love stock talk. Sports is boring in the summer.....lol

[Tony Oday]

What are you buying lately Tony ? I always love stock talk. Sports is boring in the summer.....lol

Jumped into NVDA in February on the advice of someone that is a LOT more wealthy than I am and made some good cash. Holding Amazon, losing on Ford, but not really putting it all out there into individual stocks, My primary ETF is VOO, I've held that since 2012.

I played on Robinhood with a bunch of shit that failed but that is basically gambling money

My advisor moved some money into Bonds that are paying decent but are supposed to really pay off when rates go down, never really understood that but hey thats why I have a guy I guess.

[Tony Oday]

Oh I lost $10k on NIO, that one was a MISS lol

[Tony Oday]

I suck with stocks, I just listen to my friends that have cash and usually follow what they do, I don't have the patience to research stocks.

[Bretsky]

Oh I lost $10k on NIO, that one was a MISS lol

THere are a lotta readings on buying NIO right now for what it's worth. But so many have been high on that for a while and it's crashed. I am intruiged by Bluebird (BLBD)

Nio might still go through the roof but it's scary

[Bretsky]

I suck with stocks, I just listen to my friends that have cash and usually follow what they do, I don't have the patience to research stocks.

I'm still a mortgage lender and do well . But on my free time it's nothing but sports and stocks. Had I did my life all over again 20 years ago I'd have been an Edward Jones rep and killed it. Oh well

[Tony Oday]

I'm still a mortgage lender and do well . But on my free time it's nothing but sports and stocks. Had I did my life all over again 20 years ago I'd have been an Edward Jones rep and killed it. Oh well

Still a broker as well, 23 years now, sold the branch this year to my partner and went with a big brokerage instead, the backend work and dealing with audits suck. My wife makes bank so I think this last refi boom will be the one to get us over the finish line.

[call_me_ishmael]

You sold $60million of NVDA?

No, 50K dollars.

[call_me_ishmael]

PYPL is such a good value stock right now but holy fuck it is toxic and going nowhere. It will eventually turn around I imagine. I have a lot of it. Same with Sofi. I can't think of a single reason SOFI isn't 15$ a share right now. It's executing fantastically well.

I gotta get some CrowdStrike. Everyone says it's an incredibly well run company.

I personally use Datadog all the time and think it's an amazing product. I would work there if they allowed remote work because I think the product is so great.

[Tony Oday]

I thought it was 50k in shares! lol

I am probably just going to buy VOO and call it ok since I am 11 years from the house being paid and hitting my retirement goal.

[Bretsky]

PYPL is such a good value stock right now but holy fuck it is toxic and going nowhere. It will eventually turn around I imagine. I have a lot of it. Same with Sofi. I can't think of a single reason SOFI isn't 15$ a share right now. It's executing fantastically well.

I gotta get some CrowdStrike. Everyone says it's an incredibly well run company.

I personally use Datadog all the time and think it's an amazing product. I would work there if they allowed remote work because I think the product is so great.

Crowdstrike is fabulous and I got in pretty early. NVDA, AMD, and CRWD are my favorite I own.