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24,919,280 Views | 233707 Replies | Last: 1 hr ago by Heineken-Ashi
Brian Earl Spilner
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AG
Not announced yet that I've seen.

Here's the article.

https://finance.yahoo.com/news/buffett-berkshire-being-packaged-leveraged-193611168.html
Heineken-Ashi
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Brian Earl Spilner said:

Also for someone who so ardently told people to stay far away from SMCI, then turned around and bought SMCI options the following week, it's hard to take any of your advice seriously after that.
I advised people who were trying to buy the dip thinking it would come back to stay away. I then played the equivalent of a scalp on a very short term setup with less than .0001% of my account value while outlining the risks and that it was a pure gamble. But you are correct, I did trade something I advised people to stay away from.
Heineken-Ashi
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And look man, you do you. I'll leave it as my final attempt to get through to you. What you do with it is up to you. Best of luck.
Brian Earl Spilner
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AG
I understand your point, and you're not wrong on it.

But to say I'm unaware of how LETFs and decay work is untrue, and a bit insulting.

There's a lot of factors involved, and it'll take work to develop a strategy for something I plan to hold.

You have to do a mix between the LETF, the underlying, and either cash or a hedge. And of course, not dumping an entire account into an LETF.

I don't usually lay out all the specifics of how I do my trading, aside from my buys and targets, but don't assume I am not educated on the vehicles I'm trading.
Heineken-Ashi
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Fair enough. And didn't mean to insult. I read this...
Quote:

What I'll probably do is take a chunk of what I currently use in my swing trading and dump it in there as a forever hold.
and thought I was back in 2022. There are no forever holds in leveraged products. That's my point. You've gotten very good at swing trading and I'd hate for you to lose money by abandoning risk management with ANY money by dumping it into an LETF.
LatinAggie1997
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AG
Did anybody buy Microstrategy months ago?
I posted about it after that big dip and Saylor issued more preferred stock to buy the dip.
From under $140 to $360.

If only I wasn't a lol poor and could have bought a big chunk.
El_duderino
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Talk of a push to breakup Honeywell which is something to keep an eye on, especially their ESS segment. Might have missed the boat on GEV back in April, but will be watching this one closely to see if it happens or not.
sts7049
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AG
Brian Earl Spilner said:

You're comparing TSLA, a notoriously volatile stock, to BRK.B, one of the safest and most stable stocks on the market, with a beta below 1.

So it's a false equivalency.

Yes, decay exists. But it would affect something like TSLA exponentially more than a BRK.B.
what happens if/when buffett dies?
bmoochie
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AG
Speaking of Breakups, Halliburton is looking to sell their multi chem division. Not sure to who or if they are fishing (maybe baker Hughes again). But it's interesting. Not sure how that affects their stock price but passing along.
ac04
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LatinAggie1997 said:

Did anybody buy Microstrategy months ago?
I posted about it after that big dip and Saylor issued more preferred stock to buy the dip.
From under $140 to $360.

If only I wasn't a lol poor and could have bought a big chunk.


started buying in december 2020 when i listened to this saylor interview. highly recommend, i learned more in this two hours than i did in the entirety of some of my FINC classes at A&M

https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489?i=1000503270615
aggiebrad16
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AG
sts7049 said:

Brian Earl Spilner said:

You're comparing TSLA, a notoriously volatile stock, to BRK.B, one of the safest and most stable stocks on the market, with a beta below 1.

So it's a false equivalency.

Yes, decay exists. But it would affect something like TSLA exponentially more than a BRK.B.
what happens if/when buffett dies?

Brk.b hopefully presents a once in a lifetime buying opportunity and Greg Able takes over. Business as usual.
TxAG#2011
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Holy smokes who is in RKLB? We are blasting off literally
JH06
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Anyone in on ALT? Hearing some good things in their future.
Heineken-Ashi
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JH06 said:

Anyone in on ALT? Hearing some good things in their future.
What exactly are you hearing? Do you own it?

Quote:

GAITHERSBURG, Md., Nov. 12, 2024 (GLOBE NEWSWIRE) -- Altimmune, Inc. (Nasdaq: ALT), a clinical-stage biopharmaceutical company, today announced financial results for the third quarter ended September 30, 2024, and provided a business update.

"In the third quarter, we reached several important milestones, most notably the completion of enrollment in the Phase 2b IMPACT trial of pemvidutide in MASH, positioning us to report top-line efficacy data in the second quarter of 2025," said Vipin K. Garg, Ph.D., President and Chief Executive Officer of Altimmune. "Further, we successfully completed our End-of-Phase 2 meeting with the FDA for the pemvidutide Phase 3 obesity program, gaining agreement on the design of the pivotal studies as well as the measures of efficacy and safety."

Dr. Garg continued, "The Phase 3 program is designed to leverage the key attributes of pemvidutide, including the effects of balanced GLP-1/glucagon dual agonism in subjects with overweight and obesity. The program will include four pivotal trials with a primary efficacy endpoint of weight loss and will evaluate the effects of pemvidutide on principal co-morbidities of obesity, including elevated serum lipids and excess liver fat. The program will also assess the preservation of lean mass and its impact on subjects at risk for loss of physical function and other complications of sarcopenia."

"At the 60th Annual Meeting of the European Association for the Study of Diabetes, we presented compelling data from our Phase 2 MOMENTUM trial of pemvidutide in obesity, which highlighted its class-leading preservation of lean mass and preferential reduction in visceral adipose tissue, both of which are important differentiators for pemvidutide," said Scott Harris, M.D., Chief Medical Officer of Altimmune. "We also remain on-track to submit an IND application this quarter for the first of up to three additional indications for pemvidutide, with the trial expected to initiate in the first half of 2025."

Dr. Garg concluded, "The data we have generated to date, coupled with the multiple key inflection points on the horizon, give us confidence that 2025 will be a transformational year for pemvidutide, and for Altimmune."
RightWingConspirator
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AG
Anyone jump into MELI a few days ago when I posted about it? I think it's up some $150 points in about a week. Long term hold for me and added more.
South Platte
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JH06 said:

Anyone in on ALT? Hearing some good things in their future.
I don't own ALT but I own 89 Bio who is also involved in MASH research. It's done very well over the past month. Friend got me into that.
JH06
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Heineken-Ashi said:

JH06 said:

Anyone in on ALT? Hearing some good things in their future.
What exactly are you hearing? Do you own it?

Quote:

GAITHERSBURG, Md., Nov. 12, 2024 (GLOBE NEWSWIRE) -- Altimmune, Inc. (Nasdaq: ALT), a clinical-stage biopharmaceutical company, today announced financial results for the third quarter ended September 30, 2024, and provided a business update.

"In the third quarter, we reached several important milestones, most notably the completion of enrollment in the Phase 2b IMPACT trial of pemvidutide in MASH, positioning us to report top-line efficacy data in the second quarter of 2025," said Vipin K. Garg, Ph.D., President and Chief Executive Officer of Altimmune. "Further, we successfully completed our End-of-Phase 2 meeting with the FDA for the pemvidutide Phase 3 obesity program, gaining agreement on the design of the pivotal studies as well as the measures of efficacy and safety."

Dr. Garg continued, "The Phase 3 program is designed to leverage the key attributes of pemvidutide, including the effects of balanced GLP-1/glucagon dual agonism in subjects with overweight and obesity. The program will include four pivotal trials with a primary efficacy endpoint of weight loss and will evaluate the effects of pemvidutide on principal co-morbidities of obesity, including elevated serum lipids and excess liver fat. The program will also assess the preservation of lean mass and its impact on subjects at risk for loss of physical function and other complications of sarcopenia."

"At the 60th Annual Meeting of the European Association for the Study of Diabetes, we presented compelling data from our Phase 2 MOMENTUM trial of pemvidutide in obesity, which highlighted its class-leading preservation of lean mass and preferential reduction in visceral adipose tissue, both of which are important differentiators for pemvidutide," said Scott Harris, M.D., Chief Medical Officer of Altimmune. "We also remain on-track to submit an IND application this quarter for the first of up to three additional indications for pemvidutide, with the trial expected to initiate in the first half of 2025."

Dr. Garg concluded, "The data we have generated to date, coupled with the multiple key inflection points on the horizon, give us confidence that 2025 will be a transformational year for pemvidutide, and for Altimmune."


Friend in the medical world saying they are top notch and expects huge coverage coming after the UBS Healthcare Conference today. Also expects them to be acquired for at least $5B+ in the next year which implies $70 share price but said $7B+ is the goal which is $98.
El_duderino
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Unusual volume on the SPY $577p Jan expiry. 7100 volume today
Heineken-Ashi
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ALB - take out Monday's high and we might get my $117.
bhanacik
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AG
RightWingConspirator said:

Anyone jump into MELI a few days ago when I posted about it? I think it's up some $150 points in about a week. Long term hold for me and added more.
I did in my Roth; thanks for posting
BrokeAssAggie
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VIX drops into $13 range we see a little pop today?
Number Monkey
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AG
Anyone understand why CLSK is down so much today while BTC is up? Seems weird...
confucius_ag
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AG
Old name from a while ago is trying to break out above 200ma ------ASAN
Heineken-Ashi
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Number Monkey said:

Anyone understand why CLSK is down so much today while BTC is up? Seems weird...
Miners have been underperforming since the beginning of the year. It's why I'm bullish, yet conservatively so and willing to bail the second something doesn't smell right. I think you are starting to see the effect of debt accumulation, share dilution, cost and difficulty of mining since the halving, and the big one..

Miners are no longer the only way to play BTC in the standard equity markets. MSTR is a BTC proxy now. You also have the ETF's. I would wager that the underperformance is directly tied to that. There's been a rotation out of miners and into more direct proxies.
Heineken-Ashi
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Reminder on FUBO - Not going to be a clean run up. Choppy. But as long as the higher lows hold, the outline remains the same. $3 range should be the next significant high.

Heineken-Ashi
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Chart of the day

DC901
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Anyone got a good read on Powl? Looking to buy back in during a dip.
Nagler
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AG
DC901 said:

Anyone got a good read on Powl? Looking to buy back in during a dip.

So was I $100/share ago.
South Platte
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confucius_ag said:

Old name from a while ago is trying to break out above 200ma ------ASAN
Bagholder, from a while ago
Brian Earl Spilner
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AG
Grabbed more SOXL at 29.80.

Still making new lows every day, so it's a risky play at the moment. Targeting $33 and $34.
Towns03
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AG
South Platte said:

confucius_ag said:

Old name from a while ago is trying to break out above 200ma ------ASAN
Bagholder, from a while ago
550 shares collecting dust here too. what's the news?
South Platte
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Towns03 said:

South Platte said:

confucius_ag said:

Old name from a while ago is trying to break out above 200ma ------ASAN
Bagholder, from a while ago
550 shares collecting dust here too. what's the news?
No clue. It's in an old Schwab Roth that I no longer fund and is my only holding with Schwab. I know I bought 100 shares somewhere around $20. I'll check the quote once a month to see if he's doing a Lazarus.
BartInLA
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Any safer "seeming" companies with a large price target delta that may be likely to benefit from a Trump administration?
I'm thinking Oil & Gas, and the military related companies (lots of weapons to replace). Lots of suggestions on silver (always lurking in the conversation). Maybe semiconductors.
I'm uncertain about high tariffs but wonder which companies would likely benefit (stock price short term under a year) and those more likely to experience stock price pressures.
txaggie_08
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AG
I wouldn't necessarily bet on a boom in O&G stocks under Trump. He likes to keep the supply high and prices low, usually not the best for O&G bottom lines or stock prices.
Talon2DSO
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AG
Id look at Consulting companies. If he's slashing government and government employees, consulting companies will be needed to fill the void. These aren't necessarily defense contractors either. Id look up education contractors, companies that specialize in k-12 curriculum, things like that.
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