PIMPING STOCKS

[bobblehead]

Am I the only one who's thrown some funds at SOUN a.k.a. SOUNDHOUNDS STOCK ?

I really feel like somebody should join the party with me ))

I virtually never invest in a stock that is losing money on the promise that someday it will pay off.

[bobblehead]

You guys played this one so much better than me. I left so much damn money on the table by halving my holdings in PLTR and NVDA. I made out well but damn I would be up 2x for NVDA and 3x PLTR. Would be hundreds of thousands. Gah!

Nvidia is justified in its run up. PLTR is not. Halving PLTR was the right move even if it got the wrong result. I have bought some long term puts at $100. I expect to sell them for double what I paid in the next 12 months. At some point sanity should prevail.

[bobblehead]

since I posted this on 9/10 (I've owned it longer so I watched it float around for months first) MU is now at +20%. Still room to run, but thats a lot in a hurry. I'm hoping it can stay too hot and I can get out in roughly 8 months when I hit the "long term" capital gains period.

Now up roughly 50% since then. MU looks like a juggernaut right now. It still has significant upside as well with massive growth in the pipelines. All those data centers use MU memory.

I've also started buying AR (antero resources) as a pure play on natural gas. I noticed that the second Bill Gates couldn't get all his power from wind mills he suddenly declares that there is no climate emergency. Hypocrites. All of them. Natural Gas is about to boom. First (and this is investing commentary, not politics) Trump leveraged the EU to get gas from us instead of Russia. The world pays more than we do for NG because we produce it cheap. Factor in that all those shiny new data centers will look to NG first and you can see how a pure play company like AR will benefit. AR is projecting about 100% growth by the end of next year and is trading under 21x P/E. This could be a huge winner, but at a minimum should be a big winner.

If you're retired and want some income, grab up OKE. Currently trading at non panic level lows (12.5 p/e) and paying a 6% dividend. Should give 10% growth in addition to the dividend for next couple years.

[Bretsky]

I did awhile ago.

What else have you been investing in ? Sporacially I like posting my holdings; I have nearly everything in 401K's so my stocks I own are kind of play money. Anybody can feel free to offer comments, GOOD or BAD...I welcome them.

The first set of stocks are my ROTH IRA. About 4 years ago I transferred a Mutual Fund Roth of roughly 46,000 and went full stocks. Below are my stock holdings in the ROTY



NVDA---Nvidia---
CRWD--CrowdStrike-
AMD-- Advanced Micro Devices
TSM- Taiwan Semiconductor
AVGO- Broadcomm
PANW- Palo Alto Networks
GOOG- Google
AMZN - Amazon
MU- Micron Tecnnology
NET- Couldflare
MSFT Microsoft
QCOM Qualcomm
DDOG DataDog
AAPL Apple
SYM Symbiotic
PPAL PayPal--------------SOMEBODY TELL ME WHY I STILL OWN THIS STOCK; while I've did great on the rest this one has been a SHITTER
CRSP Crisper Therapeutics (My Pre Med Daughter helped me make this call)
JOBY- Flying Cars anybody ???? ))
SOUN- Soundhound
BBAI BigBear
ACHR Archer Aviation


I also have Small Holdings in stocks I've owned between 5=10 years. I've got lucky with these as the value has grown like crazy

PLTR---Panantir Crazy return here and I don't think I wanna sell anytime soon
XYZ Square---My wildcard IPO I bought at about 12 per share
NOW ServiceNow
MRVL- Marvel Technologies
SOFI - Social Finance Inc


SO WHAT ARE YOU ALL BUYING ? Anything in here you hate ? Time to dump Paypal and spread that funds out into some winners I own ?

STOCKS I"M CONSIDERING STRONGLY

IONQ (Reall8y think I like this one long term)
QBTD- DWAVE
RGTI- RIgetti
CRWV Coreweave

Anybody, love or hate these ?


CHEERS ALL !!

[Bretsky]

I did awhile ago.

Oh Good; that tells me we have some similar taste in stocks. What else have you been looking at ?

I don't think I'm seling SOUN soon

[Fosco33]

Am I the only one who's thrown some funds at SOUN a.k.a. SOUNDHOUNDS STOCK ?

I really feel like somebody should join the party with me ))

I did awhile ago.

[Bretsky]

Am I the only one who's thrown some funds at SOUN a.k.a. SOUNDHOUNDS STOCK ?

I really feel like somebody should join the party with me ))

[Patler]

One of my better investments the past 10 years has also been one of the easiest.

In 2016 I consolidated a couple retirement accounts and had a chunk of money to invest. I knew what I wanted to do with some but not all of it. I was smart enough to recognize that from a long-term perspective a significant portion should be in tech stocks, because that was most likely where the best growth would be, but I was not smart enough to know which ones to buy and how much to risk in each.

My solution was to look for the best performing MF I could find, looking at long term performance (5 year, 10 year, life of the fund), assuming their expertise would far surpass anything I could do in a field I had no expertise in and only a layman's understanding of at the time. I settled on FSELX. I put a good-sized chunk into it in 11/2016 and added a smaller amount more in 6/2019. I have not added since then nor withdrawn any at anytime.

As of yesterday, my holding in FSELX was up 996.38%. Nearly a 10x increase on the combined deposits of 9 years ago and 6 years ago.

I have gone on to buy and sell individual stocks in the tech field as I have learned more about it, but it is still not my strong suit. Luckily, FSELX has done well for me.

[Fosco33]

Palantir has made me a lot of potential electronic money.

[call_me_ishmael]

You guys played this one so much better than me. I left so much damn money on the table by halving my holdings in PLTR and NVDA. I made out well but damn I would be up 2x for NVDA and 3x PLTR. Would be hundreds of thousands. Gah!

[bobblehead]

MU in my opinion is going to keep going the right way in the next few years

Its been absolutely on fire, but I can still envision at least another 50% upside from here by end of 2026 (probably more because when the market runs hot on a stock it reaches an over valuation generally).

I have nothing as compelling as MU, but if you want a near 6% dividend with significant price upside (maybe 20%) then OKE is a really nice buy right now. Not sure why the market has soured on it. Might drop more before it pops so I'm cost averaging into it.

[Bretsky]

MU in my opinion is going to keep going the right way in the next few years

[bobblehead]

yea, I can see you beating it for sure with your tech heavy focus. Probably not a bad move either at your age and given that you work in the industry so have a decent understanding of a lot of them.

I'm an old dog learning a lot more about LLMs than I ever intended. I usually hold 3-4 growth positions to go along with enough dividends to pay my bills. It also sounds a lot like me 10 years ago as far as saving and making sure to get my number before I got too old to work (I have worked intermittenly for 30 years. Even now I think about going back even though I don't need the cash).

I often went 50% of my portfolio on a core conviction and it worked out 4/5 times. Apple in late 2015 worked out the best over about a 6-7 year holding period. I mean, apple at 10x earnings. That was just stupid. I may have missed a little more upside when I sold it, but can't get everything perfect. Right now I'm long Amazon, Coreweave and Micron. Micron is probably the one I would be all in on if I were young. 16x earnings wih 80% projected growth over next 3 years. It could go up to a 25x earnings easy netting me near a triple up. I think something over 80% over the 3 years is almost a lock.

edit: there are no locks. But its as close to one as I can see in investing.

since I posted this on 9/10 (I've owned it longer so I watched it float around for months first) MU is now at +20%. Still room to run, but thats a lot in a hurry. I'm hoping it can stay too hot and I can get out in roughly 8 months when I hit the "long term" capital gains period.

[bobblehead]

I just saw a Peter Lynch quote that I absolutely loved. Since he was a genius investor it goes here:

"Its really hard to go bankrupt with zero debt". Buy your stocks accordingly.

[Patler]

Actually being aware of your investment. Seems to be a novel concept nowdays. I've been on ABBV since it was going for around $105. I figured they could fade loss of patent on Rinvoq back then, but I never dreamed they would actually be able to extend it at all much less over a decade. They had a nice pipeline and I knew they would be fine, but this management team has proven as adept at business as it is at creating blockbuster drugs.

Currently Merck is in a similar position of losing some important patents but having a nice pipeline. I've got some money in it, but not super confident the market will respond anytime soon. ABBV was paying 5+% dividend when I bought it so the market wasn't letting it fall lower. Merck is only around 3.9% so the market doesn't have the same patience. I may suffer a little more pain before it turns around.

I bought a little ABBV in 2018 at $115 because of the dividend. In 2019 I bought a lot of it when "the market" suddenly realized that HUMIRA patents were expiring (shouldn't have been a surprise to anyone) and began to panic, because HUMIRA was the single largest drug in sales ever. The stock dropped all the way into the $60s, and the dividend yield at the time was nearly 7%. The price made no sense, even if you looked at worst case predictions for HUMIRA decline and RINVOQ/SKYRIZI ramp up. Over a couple days I bought more and more between $65 and $68. I figured a nearly 7% dividend gave enough of a cushion as the HUMIRA decline and RINVOQ/SKYRIZI increases played out that it was worth the risk. Management was so clear about how they were handling the transition, it was difficult not to believe in them.

Two things happened; the decline in sales for HUMIRA was later and more gradual than predicted and both RINVOQ and SHYRIZ took off much faster and to much higher levels than predicted.

I still have shares I bought in the $60s and I have bought some of the dips since then. I have also sold all of what I bought in 2018 and some of those I bought in 2019 as the position got larger than I wanted it to be.