Flash,
Thanks for the opinion. SNDK is my largest holding but based on future earnings etc, I have a big issue of FOMO with this…along with MU. I would like to minimize risk for the next month or so but what the hell do I know. I do absolutely respect the knowledge on this board.

PetroAg13 said:

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Thoughts on adding a long position to CAT right now? 20% off previous high

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Thank you for calling this out. From my understanding, their backup power division has orders filled for 2+years

Edit, I've had a position for 4 years now but will double it

tailgatetimer10 said:

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PetroAg13 said:

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Thoughts on adding a long position to CAT right now? 20% off previous high

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Thank you for calling this out. From my understanding, their backup power division has orders filled for 2+years

Edit, I've had a position for 4 years now but will double it

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I'm not good at charts, but this seems questionable in my opinion. I could see it falling a lot further.

It did bounce off the 200 day, but the model T from their 2025 low to their all time high is $667. That's also right at a level it appears to have more support as it bounced off those levels 3 times in March.

ETA. I'm on my phone, but these are the three levels I'm looking at. Plus it's still up 300% in a year and a half, even after this recent pull back.

Pretty much why I said I would put a stop on it at $750.

Is it time to pick up LLY?

HoustonAg_2009 said:

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Is it time to pick up LLY?

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Looking for 1110 entry.

Is $235 going to act as resistance for NVDA?

HoustonAg2014 said:

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Is $235 going to act as resistance for NVDA?

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Maybe for a day or two but I'm betting we go for 250 in the next couple weeks.

25bps raise still tracking about 60% today after employment #s.

It's all about the CPI next Friday. Need a nice cool reading to send those odds to near 0. Looks like we stay on the seesaw for another several trading days until then.

flashplayer said:

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It's all about the CPI next Friday. Need a nice cool reading to send those odds to near 0. Looks like we stay on the seesaw for another several trading days until then.

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Diesel prices are not going to help that. Shipping is so expensive right now.

flashplayer said:

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HoustonAg2014 said:

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Is $235 going to act as resistance for NVDA?

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Maybe for a day or two but I'm betting we go for 250 in the next couple weeks.

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Ive had that as my PT for a while I was just curious I rode it to $232 and sold an hour ago and was curious if we go back and test a certain level that I should be ready to pounce like $225 or something?

The 20 day moving average down at $220 would be the most likely candidate if we are to continue higher relatively soon, but there's no guarantee it goes back down to that. If it does drop to $220, there's both volume support and the 50 & 100 day averages sitting at $210 for the next bounce opportunity. But personally I would watch the 20 day moving average as the floor right now of any bullish path.

Ducks4brkfast said:

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flashplayer said:

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It's all about the CPI next Friday. Need a nice cool reading to send those odds to near 0. Looks like we stay on the seesaw for another several trading days until then.

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Diesel prices are not going to help that. Shipping is so expensive right now.

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I started the year at ~$0.13/kg LTL on my sales. I'm up to $0.19/kg LTL now. People are getting creative, and a lot more people are FOB my warehouse in Minneapolis and stretching to critical levels on resupply so they can FTL or partner up with other companies that may have dry vans coming and going in the area.

Another big issue is a huge shortage of CDLs. I am 100% on board with getting illegal drivers off the road and holding those brokers accountable, but there is no denying that it has left a massive hole.

flashplayer said:

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The 20 day moving average down at $220 would be the most likely candidate if we are to continue higher relatively soon, but there's no guarantee it goes back down to that. If it does drop to $220, there's both volume support and the 50 & 100 day averages sitting at $210 for the next bounce opportunity. But personally I would watch the 20 day moving average as the floor right now of any bullish path.

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1000% agree. It might have been a mistake selling today but was hoping to catch it at $220 if there is any negative war stuff or tariff stuff that occurs over the long weekend. I have been maintaining a $300+ price target for the better part of 6 months so not sure I should have sold but it has had a good run this week and the long weekend always has scare potential especially with all of the politics going on and FED threat.

Gaeilge said:

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Ducks4brkfast said:

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flashplayer said:

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It's all about the CPI next Friday. Need a nice cool reading to send those odds to near 0. Looks like we stay on the seesaw for another several trading days until then.

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Diesel prices are not going to help that. Shipping is so expensive right now.

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I started the year at ~$0.13/kg LTL on my sales. I'm up to $0.19/kg LTL now. People are getting creative, and a lot more people are FOB my warehouse in Minneapolis and stretching to critical levels on resupply so they can FTL or partner up with other companies that may have dry vans coming and going in the area.

Another big issue is a huge shortage of CDLs. I am 100% on board with getting illegal drivers off the road and holding those brokers accountable, but there is no denying that it has left a massive hole.

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Trucking is an incredibly tough job. Not many young people going into that profession. The ones that do, generally don't stick around long. Major freight companies running CDL mills have been able to keep a steady stream of butts in seats with added foreign labor. That has kept freight rates cheap for a long time. Without foreigners, freight rates will continue to skyrocket. Goods on shelves are going to get more and more expensive.

TTUArmy said:

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Gaeilge said:

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Ducks4brkfast said:

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flashplayer said:

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It's all about the CPI next Friday. Need a nice cool reading to send those odds to near 0. Looks like we stay on the seesaw for another several trading days until then.

---

Diesel prices are not going to help that. Shipping is so expensive right now.

---

I started the year at ~$0.13/kg LTL on my sales. I'm up to $0.19/kg LTL now. People are getting creative, and a lot more people are FOB my warehouse in Minneapolis and stretching to critical levels on resupply so they can FTL or partner up with other companies that may have dry vans coming and going in the area.

Another big issue is a huge shortage of CDLs. I am 100% on board with getting illegal drivers off the road and holding those brokers accountable, but there is no denying that it has left a massive hole.

---

Trucking is an incredibly tough job. Not many young people going into that profession. The ones that do, generally don't stick around long. Major freight companies running CDL mills have been able to keep a steady stream of butts in seats with added foreign labor. That has kept freight rates cheap for a long time. Without foreigners, freight rates will continue to skyrocket. Goods on shelves are going to get more and more expensive.

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They need to be told how much money they can make without a college degree

TTUArmy said:

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Gaeilge said:

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Ducks4brkfast said:

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flashplayer said:

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It's all about the CPI next Friday. Need a nice cool reading to send those odds to near 0. Looks like we stay on the seesaw for another several trading days until then.

---

Diesel prices are not going to help that. Shipping is so expensive right now.

---

I started the year at ~$0.13/kg LTL on my sales. I'm up to $0.19/kg LTL now. People are getting creative, and a lot more people are FOB my warehouse in Minneapolis and stretching to critical levels on resupply so they can FTL or partner up with other companies that may have dry vans coming and going in the area.

Another big issue is a huge shortage of CDLs. I am 100% on board with getting illegal drivers off the road and holding those brokers accountable, but there is no denying that it has left a massive hole.

---

Trucking is an incredibly tough job. Not many young people going into that profession. The ones that do, generally don't stick around long. Major freight companies running CDL mills have been able to keep a steady stream of butts in seats with added foreign labor. That has kept freight rates cheap for a long time. Without foreigners, freight rates will continue to skyrocket. Goods on shelves are going to get more and more expensive.

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Willing for that to happen if we can get the illegals out.

Seems like some good potential sidebar discussion here, so I'll start a separate thread premised on when does it make sense economically to get a degree vs. work in a trade (such as truck-driving). Please let your opinions be known (and keep it apolitical)...

Gaeilge said:

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NKE being removed from the S&P 500…

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I also just noticed SNDK being added to S&P 100

I bleed maroon said:

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Seems like some good potential sidebar discussion here, so I'll start a separate thread premised on when does it make sense economically to get a degree vs. work in a trade (such as truck-driving). Please let your opinions be known (and keep it apolitical)...

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Thank you. This is falling off the rails given this is a trading thread.