VERY interested in seeing this list! Can I assume it'll include CLS, VST, POWL, ___ ?

HoustonAg_2009 said:

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VERY interested in seeing this list! Can I assume it'll include CLS, VST, POWL, ___ ?

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Correct:

POWL $250ish
CLS $200ish
VST $120ish
ARM $100ish
PLTR $100ish
CRWV $40ish

I'm still working on others but there's no rush and I'm not saying they get there. I'm just ready to not think, just buy should any of them spike down to those levels.

TSSI conference call update. Mucho operational issues in Q3. Power issues at new Georgetown facility and challenges with getting manufacturing up to speed. Per management; power is now sufficient and available and inventory tracking / ERP integration into manufacturing is ramped up and getting to full speed. Q4 to be much much better in terms of throughput. Very bullish on 2026 pipeline and hinted at potential new customers. If you are willing to hang in, looks like a very good buy opportunity here for those that missed a chance last year. Investors on the call expressed some frustration but were interested in the opportunities that are there for the taking if they can execute. I personally bought a bunch after hours today.

This was my fault y'all. I made the mistake of buying something and the market decided to punish me for it. I will sell something tomorrow and we will reach a new ATH.

Burry closing shop

I thought that was fake?

TheMemeGuy said:

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I thought that was fake?

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https://www.realtor.com/news/trends/michael-burry-of-big-short-closes-hedge-fund/

PrestigeWorldwideAg12 said:

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TheMemeGuy said:

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I thought that was fake?

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https://www.realtor.com/news/trends/michael-burry-of-big-short-closes-hedge-fund/

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his timing sucked

2wealfth Man said:

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PrestigeWorldwideAg12 said:

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TheMemeGuy said:

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I thought that was fake?

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https://www.realtor.com/news/trends/michael-burry-of-big-short-closes-hedge-fund/

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his timing sucked

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"You cannot time the market" is undefeated in the long run.

I read the TSSI conference call transcript and one theme from the Q&A was potential M&A / joint venture activity. The topic came up a few times... They know how to keep me on the hook.

If NVDA fails to break $178.75 and proceeds back up to the $200-$205 range before earnings, I'm likely buying puts out to the week of Christmas looking for $165. If it does break $178.75, I'll be looking for that $165 to hit before or on earnings as a potential buy spot.

Like I've always said, patience with BRKB is the answer to all of life's problems

Bunch of people need to edit their data on the "millionaires" thread on this forum. I'll start an ex-millionaires thread for those of us shoving cash into nuclear, crypto, and mining stocks.

South Platte said:

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Like I've always said, patience with BRKB is the answer to all of life's problems

Bunch of people need to edit their data on the "millionaires" thread on this forum. I'll start an ex-millionaires thread for those of us shoving cash into nuclear, crypto, and mining stocks.

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I've never visited the "millionaires" thread so I'm just replying to your comment on this thread.

Your words reek of anger and regret, that means emotion drives your decisions. How many times over the years has everyone been advised to remove emotion from their trading? How many times have you read of folks raising cash and dismissed the concerns they were seeing? How many times have you read that advice dismissed and even outright mocked on here?

I'm not picking on you, but if you're saying just buy BRKB is the way to go, then just put your money into an index fund and don't worry about it. However, actively managing your money does produce far greater returns as long as you remove emotion and remain disciplined. That is a fact!

FTR, I can't recall any poster in here bragging about being millionaires in here. Remove emotion, stay disciplined and you will successfully compound your accounts and create wealth.

oldarmy1 said:

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You guys thinking about CRWV might consider naked puts. $11 for each one out to Jan 16 $85 Puts. Makes net holding price $74. Or you make $1k per option if it's above $85 into expiration.

Several of you asked about donating to someone in need and I didn't have anyone at that time. Should you care to assist Crystal it would be greatly appreciated. I've assisted on major hospital bills and she has rent and all kinds of expenses to deal with while managing health struggles.

Appreciate your consideration:

https://gofund.me/52cc92c45

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Thank you to those who donated. We raised $1700 of the needed $2400.

If you had decided you wanted to go long CRWV I hope you at least went with the naked puts vs shares. Also it's Friday and options are cheap. A $0.30 option can save you from multiple dollar pain.

SPY $671.40 is MT of the wave and you could see bulls defending it all afternoon, once it got there. This has been what we've been watching and if it goes pivot down then look out. We are below it overnight, so a reclaim and potential failed breakdown also possible. You won't know if it's a reclaim end of selloff or reclaim retest before complete bloodbath so lotto options verses shares.

If you are determined to buy shares then consider either a cheap Friday put in case markets plummet another leg down today, or instead of buying shares, buy some cheap calls and if we rally back you can either bank those or call the shares out with a lot more confidence.

https://imgur.com/a/fpspV5j

Holy crap futures...

Markets trying to force J Powell to cut rates.

Took it on the chin with SOXL. Got out in premarket with a nasty loss, although still green on the week.

Gonna sit it out for a while. Seeming like an actual correction may be brewing now.

Geez, what I would give to have one of those "I think we'll be green by close" days

What has the markets spooked this morning? Good grief…

Berry is a **** is what it is. This dude leads every headline every day about "they're lying about earnings.." or "let me show you my puts I bought at $50 on Palantir"

They trigger a sell off and will buy up all the shares we're panic selling

FireAg said:

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What has the markets spooked this morning? Good grief…

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I think the seemingly now every day news of mass layoffs has to be playing some part at least. Personally, I think we are headed to a really bad place here soon for multiple reasons.

ProgN said:

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FTR, I can't recall any poster in here bragging about being millionaires in here.

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Don't need to; over the years it has been established that if you post on TexAgs you are a millionaire.

Gaeilge said:

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Tomorrow's QQQ prediction - Slight gap up, sells off, tests the 50DMA, and then goes green with a bullish hammer to set up a next week run.

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the fact that odds of a rate cut in December have dropped precipitously in the last week must have something to do with this

and people are just very fearful that the AI trade will unwind.

Greed and Fear index was at 21 last night.

if you believe in Warren Buffett- NOW is the time to buy when everyone else is fearful.

cgh1999 said:

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Markets trying to force J Powell to cut rates.

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reality is Powell could care less about what the markets are doing.

he cares about crushing inflation.

and with a few months to go before he leaves the Fed, he probably dislikes Trump so much he doesn't care if the economy takes it on the chin for awhile.

I'm going to play golf and then go to a baseball game. You guys figure this out would you?

SPY looks very similar to Thurs/Fri of last week.

Excited for buying season

Doesn't make sense with a sell off now as there isn't a visible catalyst other than winds of layoffs, but that's been happening for awhile now. Also NVDAs earnings are next week, if that is bad then a sell off makes sense.

LMCane said:

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cgh1999 said:

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Markets trying to force J Powell to cut rates.

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reality is Powell could care less about what the markets are doing.

he cares about crushing inflation.

and with a few months to go before he leaves the Fed, he probably dislikes Trump so much he doesn't care if the economy takes it on the chin for awhile.

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correct. The Fed has a dual mandate:

1) inflation
2) labor

They cannot raise or lower rates based on anything else. I don't think any of this is related to personal animosity toward Trump.

Agreed. Mostly looks like big time profit taking in the AI names that are up 50%+ this year. Sector rotation could be underway like others have pointed out, value stocks have been doing well. Where is the catalyst that will take the market down 10,15,20%+?

Ag CPA said:

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ProgN said:

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FTR, I can't recall any poster in here bragging about being millionaires in here.

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Don't need to; over the years it has been established that if you post on TexAgs you are a millionaire.

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Being a millionaire ain't what it used to be.

BucketofBalls99 said:

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Geez, what I would give to have one of those "I think we'll be green by close" days

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LMCane said:

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the fact that odds of a rate cut in December have dropped precipitously in the last week must have something to do with this

and people are just very fearful that the AI trade will unwind.

Greed and Fear index was at 21 last night.

if you believe in Warren Buffett- NOW is the time to buy when everyone else is fearful.

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This isn't the fear Buffet talks about, being barely off ATH's.

ProgN said:

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South Platte said:

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Like I've always said, patience with BRKB is the answer to all of life's problems

Bunch of people need to edit their data on the "millionaires" thread on this forum. I'll start an ex-millionaires thread for those of us shoving cash into nuclear, crypto, and mining stocks.

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I've never visited the "millionaires" thread so I'm just replying to your comment on this thread.

Your words reek of anger and regret, that means emotion drives your decisions. How many times over the years has everyone been advised to remove emotion from their trading? How many times have you read of folks raising cash and dismissed the concerns they were seeing? How many times have you read that advice dismissed and even outright mocked on here?

I'm not picking on you, but if you're saying just buy BRKB is the way to go, then just put your money into an index fund and don't worry about it. However, actively managing your money does produce far greater returns as long as you remove emotion and remain disciplined. That is a fact!

FTR, I can't recall any poster in here bragging about being millionaires in here. Remove emotion, stay disciplined and you will successfully compound your accounts and create wealth.

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My post was 100% self-deprecating and facetious. I guess that didn't come through. I've posted numerous times about how disappointing BRKB has been over the last few months so I was joking now that it finally had a small positive run.

As far as the millionaires thread, that was simply sarcasm that some people that were millionaires last month might no longer be so with the recent plummet of many speculative stocks.

I'm not angry at all. Stocks go up, stocks go down. Life goes on.