PIMPING STOCKS

[call_me_ishmael]

I have made a lot on them but IDK about that long term. If the space grows by 10x then yes they all will grow because high tide lifts all boats but I don't see the monopoly lasting. Do you? FB, OpenAI, etc don't want to pay big bucks to Nvidia when they could build their own for 20% of the price, but alas, CUDA is the monopoly.

CUDA is the singular thing keeping Nvidia a monopoly in AI.

[MadtownPacker]

How come Partial makes all this moola but said he couldn’t spend on game tickets.

[call_me_ishmael]

Bitch boy I said I got you. I didn’t make moola when I was like 21 in college.

[MadtownPacker]

Lies! You janky spit swirler you couldn’t go to any games. What good is the $ when your boss (wife) won’t let you go.

I apologize if she is monitoring your online activity. I don’t want to get you in trouble for speaking up for yourself.

[call_me_ishmael]

SOFI up 20% today. I believe that it could 5x in 3-4 years. I think it's pretty undervalued still. I appreciate how conservative their leadership team is so they always exceed expectations.

[Bretsky]

good week to own Sqaure and Nvidia

Not sure I'd buy Nvidia here but wow great stock

[call_me_ishmael]

My current holdings that I'm excited about are:

NVDA - I bought in in like 2021 at a high price and got corrected on it, but now it exploded so I am up 1200% or something like that. I sold 30K of it the other day to lighten my holdings and take out my principle and then some. Gonna let the rest ride for a year then sell. I don't think they're a 10T business but maybe 4T.
PYPL - Undervalued, will eventually correct and return 2-3x
SQ - I get it from work and think it's undervalued, although the company is very poorly run. Getting better with Jack back in the big chair though. A lot of folks think a 120 price target in 2025 is doable. IDK about that but if that happens I will be a very happy person since my grant price is 66$ a share and I have held a good amount of it so far.
HOOD - Bought at 12.20, think it's going to hit ~20 this year maybe
SOFI - Could 4x in the next two years. Very undervalued relative to peers.
ETH - My stock guy on Twitter tells me ETH could 5x over the next year or two, ETFs are about to get approved
BTC - Same as above although lesser, ETFs just got approved and the race to replace gold is on
CLSK - The best of the bitcoit miners, should get outsized return relative to BTC
AMZN - Perpetually undervalued
AAPL - I made so much money on this over the years I simply can't sell it all, although I do believe they don't have a clear growth story right now. Likely will drop a bit.
PLTR - I dunno that theyre gonna grow much right now but I hold because they're a good American defense company so I support that.

Overall right now I am swinging for the fences right now. I think there is a lot of good businesses out there that are still very undervalued.

[Patler]

I first bought NVDA in 2016 and have owned it continuously since then, selling and buying at various times, but always owning some. I have been very fortunate to have played their swings very well, selling near highs and buying back near subsequent lows numerous times, doubling the growth of the dollars invested in the swings. I have been playing with "house money" since 2019. For an old, retired couple NVDA is an uncomfortably high % of our portfolio right now, so will have to sell some....but not yet!

My biggest regret with NVDA is having sold a fair amount of it in late 2021 and early 2022, but not buying back in during the current run. I missed the start of the run, and it got away from me.

[call_me_ishmael]

I would think they're gonna continue to grow like crazy for a year or two since they have such a moat, but long term the chips will become a commodity. SOMEONE will crack CUDA. It _has_ to happen.

[Bretsky]

I WOULD LOVE to get some analysis/viewpoints of my stock holdings so I'm going to post all I own.

For a BIG of background, I had an old ROTH IRA with roughly 45G in in with Edward Jones. It was going good, but not great. I went through stages of trying to dip into some VERY high risk stocks, was got burned and that is partly why my returns haven't been great. But I also combined them with several stocks that have did very well. I did this about 2 years ago and currently the holdings are only valued at about 68G. I am wanting high growth; if I'd lose every penny in this I would still be OK. so keep in mind, diversification isn't my real focus here. Anway's here I gol
With most of these stocks I invested about an average of 2,000 with the exception of AMD where I invested 4G and CrowdStrike with 3500.Those both paid off. Here are the list

THE LIST is in order of the most current market value, to the least

AMD
NVDA
CRWD (THE SCARY PART IS, I timed all of these pretty well and the three together are nearly 50% of the total balance of the ROTH IRA, but I still love all three stocks)

PANW (Palo Alto Networks)
MSFT
AMZN
DFKN (DraftKings)
GOOG
QCOM
FORD
DDOG (Datadog)
AAPL
PYPL


SO ROAST ME and/or GIVE ME SOME STRONG VIEWS on possible additions/subtractions at today's prices...etc

[Bretsky]

I ALSO have a NON Roth account. 5 stucks; I call them my fun money. I killed it with Square and SericeNow and probably; hoping to do the same with the rest

SQ (Square)
NOW (ServiceNow)
MRVL (Marvell Technologies)
PLTR (Palantir)
SOFI ......................I think I have the least confidence in this one after some recent news......etc............

[Bretsky]

STOCKS ON MY WATCHLIST that I WOULD CONSIDER

TSM (Taiwan Semiconductor)
SOUN (really curious what others think of this one/Partial, surprises you are not all over this one already)
PATH
UBER
MSTR (Microstrategy)
SMCI (SUperMicroComputer)
CLSK (Partial, think this is a buy "NOW" ?



WOULD LOVE VIEWS ON THESE EITHER WAY TOO

[call_me_ishmael]

I bought some advanced auto parts which is sooo not me but another stock guy have done a good anaylsis on it.

https://twitter.com/derekquick1/status/1764085791435976874

https://twitter.com/derekquick1/status/1764624497158865120

Micro-strategy is in a short squeeze so you're playing with a bunch of redditors. I don't know how to play that one. CLSK is probably gonna go up a lot over the next two years but as with anything crypto I would expect a lot of uncertainty and peaks and valleys.

I don't really know much about a lot of those stocks. They aren't coverd by the guys I follow. The guys I follow are:

https://twitter.com/Micro2Macr0

https://twitter.com/DataDInvesting

https://twitter.com/derekquick1

https://twitter.com/Seawolfcap

I can say that I use Datadog the product all the time and love it and think there is nothing else even close to the quality and I expect it to be used more and more throughout the software world.

[Bretsky]

I bought some advanced auto parts which is sooo not me but another stock guy have done a good anaylsis on it.

https://twitter.com/derekquick1/status/1764085791435976874

https://twitter.com/derekquick1/status/1764624497158865120

Micro-strategy is in a short squeeze so you're playing with a bunch of redditors. I don't know how to play that one. CLSK is probably gonna go up a lot over the next two years but as with anything crypto I would expect a lot of uncertainty and peaks and valleys.

I don't really know much about a lot of those stocks. They aren't coverd by the guys I follow. The guys I follow are:

https://twitter.com/Micro2Macr0

https://twitter.com/DataDInvesting

https://twitter.com/derekquick1

https://twitter.com/Seawolfcap

I can say that I use Datadog the product all the time and love it and think there is nothing else even close to the quality and I expect it to be used more and more throughout the software world.

You should do some research on SOUN; if you are looking for home runs that seems to be a very high upside one with a lot of risk. Tech stock, AI based and will ride the NVDA wave. Seems up your alley

[Bretsky]

WHAT ARE YOU GUYS PONDERING ?

ELF Beauty is intriguing to me

ASML and TSM are as well.

and MSTR, holy shit why aren't we part of that train ???