Unreal on AMD...glad I held on to some

Heineken-Ashi said:

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NNE - I'm aiming for $130, but this could easily get even more impulsive based on the price action to date.

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So you're saying a good buy at $49?

Sorry if this is old news, but...

Has anyone seen (or is anyone familiar) with Trilogy Metals (TMQ) and what it has done over the last couple of days? On Monday it was in the $2 range and then shot up to over $7 (it has now retraced some to the mid-$6 range. Apparently this is due to the US govt buying stake in the company, as mentioned in that unusual whales tweet on Monday.

https://www.msnbc.com/top-stories/latest/trump-administration-socialism-mining-trilogy-metals-rcna236213

https://nypost.com/2025/10/07/business/trilogy-metals-shares-soar-215-after-us-takes-10-stake-in-canadian-mining-firm/

Could we be looking at the possibility of the same kind of news dropping for WWR as did for TMQ and seeing this thing shoot up at some point? Or was TMQ the chosen company and WWR left out to dry?

That possibility for WWR has been mentioned on the board a few pages back. There's quite a bit of analysis on WWR if you scroll back a few pages.

Thanks. I figured I just missed it. Sometimes when the thread has jumped a few pages in between viewings, I forget to read everything and end up jumping to the end when I click my watchlist.

Something from Bloomberg that has been circulating today:

I know that $500b OpenAI valuation is the most recent from it's private pricing...but if they went public today, they'd be worth $1.5T by tonite...

I'm starting to wonder if the government may be involved.

They are involved with the government.

Nice $BULL pivot with huge buy volume today.

CheladaAg said:

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Nice $BULL pivot with huge buy volume today.

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Yep that's why I jumped both on shares and calls. Might bite me but the setup looked enticing.

What would you do.......

with our old friend DNN

I'm sitting on some net free shares. Not a ton. But this was one of my first forays into buying shares and selling CC's. It's been 2-3 years but I got in around 90c and then sold enough around 1.50 that combined with CC's went net free.

Since then I've sold CC's out several months just for pocket change. A while ago when stock was just over $2 I sold 10/17 $2.5 calls on all my shares for 0.20 per call. And now with it looking to finish above there I'm likely to get called out. And that is just fine with me as that's solid profit and I've played it well. On to the next one.

OOOORRRR, do I roll out my call?? I could buy back the Octobers for 0.40 and then roll out to January at $3.5 for 0.25. So I'd be netting a whopping 5c but getting higher price. Or if it drops I hold my shares.

EnronAg said:

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I know that $500b OpenAI valuation is the most recent from it's private pricing...but if they went public today, they'd be worth $1.5T by tonite...

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Can you imagine if the Trump admin announced a stake? First, Elon would be livid. Second, it would position them (and NVDA and whole gaggle of imaginary revenue roundtrippers) as too big to fail.

I'm not saying its likely. But I've got popcorn ready just in case.

Just let me sell my Tesla stock first, before the announcement leaks, so I can buy that big dip, after

Nice AH move by COST

El Chupacabra said:

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Nice AH move by COST

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LMCane said:

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Heineken-Ashi said:

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Took significant profits over the last week in many things, some were stops on newer plays for small profit or microscopic loss due to them not doing what I wanted, others were significant resistance areas on longer-term plays. 65% cash now.

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do you mean from your private brokerage that you sold and moved to cash?

because most in the corporate world have our investments in 401Ks.

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Not answering for Heine but my entire 401k is in the MMKT option my company gives me. Same for the kids 529s and our Brokerage.

IRAs are still riding the Bitcoin and PM trains.

You've got your entire 401k sitting in a money market? Are you near retirement?

That's gonna be a tough conversation telling your kid he has to pay for college because you put his fund in cash and missed the bull run of a lifetime

Yes and no.

My kid will never know how the number they get was invested. If I've done my job right, I'll show them the number and it'll be "gee thanks dad, I really appreciate you saving X for my benefit".

MRB10 said:

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LMCane said:

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Heineken-Ashi said:

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Took significant profits over the last week in many things, some were stops on newer plays for small profit or microscopic loss due to them not doing what I wanted, others were significant resistance areas on longer-term plays. 65% cash now.

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do you mean from your private brokerage that you sold and moved to cash?

because most in the corporate world have our investments in 401Ks.

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Not answering for Heine but my entire 401k is in the MMKT option my company gives me. Same for the kids 529s and our Brokerage.

IRAs are still riding the Bitcoin and PM trains.

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Fwiw, I think you've made the right decision provided you've done it recently and not 3 months ago.

I went 75/25 at around 5,000 S&P. The rest has been a little at a time over the last 3-4 months.

TxAG#2011 said:

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That's gonna be a tough conversation telling your kid he has to pay for college because you put his fund in cash and missed the bull run of a lifetime

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That appears to be the debate. A lot of the talking heads think we keep running between now and half way into 2026

I got 17% in stable value that I mostly pulled out of an average S&P @6700. I'll probably move more of it keeps going up

AUD/JPY is over $100. The yen carry trade is risk on.

El Chupacabra said:

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Unreal on AMD...glad I held on to some

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I accidentally held on to all of it. Guess it pays to be lucky instead of good.

Now when to unload...

Silly….i hope it was a good choice for you, but timing the market like that seems like a bad idea. This thing could run another year…it could run several more years with the amount of money printing and inflation.

Edit: I will say I feel like we're getting close to a top. Things are silly. But I obviously have no idea, and am not pulling investments from my retirement accounts (at 40 years old). I have 15-20 years until retirement to ride any downturn out. I'm not going to pull money now and miss any run.

MRB10 said:

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I went 75/25 at around 5,000 S&P

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So...liberation day bottom or Israel Iran bottom?

Either way, ouch

PATH not stopping

MRB10 said:

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I went 75/25 at around 5,000 S&P. The rest has been a little at a time over the last 3-4 months.

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No one knows the future but I'm not comfortable with how this market is going parabolic. As of today I'm now 85% in cash. Everyone makes their own decisions and I'm making the decision that I believe is right for me. I know it's hard watching the market right now, but don't FOMO and chase. The odds of you trapping yourself are high.

POWL

Equities scare the **** out of me right now and I have no regrets missing the run of the current market. Fidelity has called me once a week, since I started liquidating, asking if I want to talk to an advisor and I enjoy telling them no.

The funny thing is that my overall portfolio is still out performing the S&P thanks to Bitcoin, Gold, Silver, and Uranium.

If the crash doesn't happen, how impossibly hard is it going to be to buy back in higher and higher and stop the missed gains from compounding on more and more missed gains

EliteZags said:

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If the crash doesn't happen, how impossibly hard is it going to be to buy back in higher and higher and stop the missed gains from compounding on more and more missed gains

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I have this exact thought. If it keeps going… when is the buy back in point?