PIMPING STOCKS

[Bretsky]

I can't say I'm glad I never got involved because people I know bought in at 15k and less even. But honestly I never knew how to value a bitcoin so I can't invest in it.

Still in love with MU ? I'm thinking of rebalancing portfolio some. NVDA is my biggest holding, followed by Crowdstrike, Taiwan Semiconductor, and Broadcomm. Then MU. And it's all in a Roth so no tax implications by shuffling things around.

My balances still have too much NVDA in it. The more I read, the more I feel like selling some NVDA and rolling it into MU would yield a much higher growth. Agree ?

[Patler]

My boring old friend ABBV sits at $224. Currently, it pays $1.73/qtr in dividends. Piper just raised their price target to $299. It just keeps plugging along.

[call_me_ishmael]

Hearing a lot of buzz around AEHR. Good AI play.

[bobblehead]

Still in love with MU ? I'm thinking of rebalancing portfolio some. NVDA is my biggest holding, followed by Crowdstrike, Taiwan Semiconductor, and Broadcomm. Then MU. And it's all in a Roth so no tax implications by shuffling things around.

My balances still have too much NVDA in it. The more I read, the more I feel like selling some NVDA and rolling it into MU would yield a much higher growth. Agree ?

I am still so very overweight in MU, but I did sell some covered calls in May for $550 so I'll cull some if that happy situation comes to fruition.

Right now I'm also very long PFFA and using it to hold my cash and generate income while I wait for the market to continue the idea that rotating out of AVGO and NVDA is a smart move, then I'll probably move into said stocks since they are valued for 20% right now, and will be valued for 25-30% if this rotation continues. MU looks great through their fiscal year ending in August and the next earning report in March should extend that, but we shall see.

[bobblehead]

My boring old friend ABBV sits at $224. Currently, it pays $1.73/qtr in dividends. Piper just raised their price target to $299. It just keeps plugging along.

ABBV had a nice beat. My own math has $290 end of year price projection. Just a solid stock I have owned since it was around $90 in late 2020.

[bobblehead]

Hearing a lot of buzz around AEHR. Good AI play.

People love stocks that can't deliver a steady income. Not for me, but I wish you well if you invest. Sometimes those plays make money, but I just don't see the logical path in the near term.

[call_me_ishmael]

Got caught up in the thanosing of Block. Fuck me, gotta find something else again.

[bobblehead]

Got caught up in the thanosing of Block. Fuck me, gotta find something else again.

Crazy idea. How about investing in industry leaders with reliable growth and earnings that trade for a fair value. Just spit balling here.

[Bretsky]

I picked up a few more shares of MU which brings my average guy in price to $140.

It's now my 3rd largest holding behind NVDA and TSM and then Crowdstrike and AMD and Broadcom are right behind them

I also picked up a few more shares of Palo Alto Networks making average price point at $85

ANY OTHER SUGGESIONS for STOCKS THAT ARE GOING TO FLY HIGH IN NEXT FEW YEARS ?????

[call_me_ishmael]

Crazy idea. How about investing in industry leaders with reliable growth and earnings that trade for a fair value. Just spit balling here.

I meant as an employer, I got let go with 4000 of my closest friends. Sucks, was making bank. I even was in the top 20% of employees per performance season!

It's such a bitch to find a job.

[bobblehead]

I meant as an employer, I got let go with 4000 of my closest friends. Sucks, was making bank. I even was in the top 20% of employees per performance season!

It's such a bitch to find a job.

Ah. Sorry to hear that. Wish I had 4000 close friends. Also wish I were still your age though. Stay diligent, you'll bounce back.

[Bretsky]

WHAT ARE WE BUYING ?

ANYBODY, tempted or have thoughs on NEBIUS, IONQ, or PATH ? See the future ))

[call_me_ishmael]

I recently sold a little XYZ for:

$NBIS - If AI continues to accelerate, inference needs are significantly higher than projected. Couple this with CapEx increase limitations from major hyperscalers, and the demand will be longer than expected.

$AEHR - Complexity of chipsets in the AI arms race forcing testing upstream, where they have their moat. Further out, robotics and data centers in space only ramp the cost of failure, benefitting the ATE sector.

[bobblehead]

I recently sold a little XYZ for:

$NBIS - If AI continues to accelerate, inference needs are significantly higher than projected. Couple this with CapEx increase limitations from major hyperscalers, and the demand will be longer than expected.

$AEHR - Complexity of chipsets in the AI arms race forcing testing upstream, where they have their moat. Further out, robotics and data centers in space only ramp the cost of failure, benefitting the ATE sector.

This has become its own bottleneck. AMZN, MSFT, META, GOOG have more or less maxxed out what they can pour into capex without using debt. Its a big reason their share prices are struggling. They have wiped mountains of cash off the balance sheets.

I've been getting very long in AVGO and NVDA to go with my way overweight MU. I also bought some significant shares of AMZN when they hit the 200 range, but just sold out today because of the above reasons. Bottom line, demand for chips isn't disappearing or even weakening. The ability for the worlds biggest companies to pay for them is however. This could have a broadening effect, or it could cause those companies to start using debt to fund their infrastructure. Either way I don't see those 3 chipmakers (MU being memory chips) suddenly not being able to sell their product.

[call_me_ishmael]

I don't either, I wish I got out of SaaS sooner and more into AI. You all made a bunch of money while I watched my bag dwindle. I have been doing good on MU. Pretty happy you shared that one. It really was a no brainer in retrosepct.