All things STOCKS

#18,052
#18,052
VolDave53 said:
More than doubled my $$ with TSLA in the last 12 months. Great products, integrated throughout, industry disrupting company.
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I’m guessing they’ll be the leader making autonomous vehicles mainstream. GOOGL might be a big player as well.

TSLA’s biggest opportunity is power storage and integration with utilities. And solving weather related power disruptions. The grid goes down - no problem. Just plug your house into your Tesla. There will be near term challenges adjusting to Trump tariffs though. Long term it might be one of the best stocks for grandma to own. Like Coca Cola was 75 years ago. I think there will be better prices this year to add to or initiate a position. But you never know - traders might bid shares way up with Elon focusing on TSLA again.
 
#18,053
#18,053
I might sell half of my NVDA and replace it with ASML.

Edit: It’s not a material amount, but it looks like The Netherlands (ASML’s HQ) applies a dividend withholding and the IRS doesn’t allow a reciprocal foreign tax credit when shares are held in an IRA. I’m not sure if ADRs are included in the withholding or just the foreign shares - I’d reckon yes. There are ADR shares (ASML) and foreign shares (ASMLF). There’s actually a 2x leveraged single stock ETF (ASMG). ASMG even has options contracts available.
 
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#18,054
#18,054
@Thunder Good-Oil

www.foxbusiness.com

Nvidia shares rise on strong Q1 earnings, despite export control headwinds

Nvidia reported strong Q1 earnings with rising revenue and net income, but faces challenges from U.S. export restrictions on AI chips to China, that will impact future sales.
www.foxbusiness.com www.foxbusiness.com

www.foxbusiness.com

Nvidia, Dell partner with Trump admin to make next-gen supercomputer

Nvidia and Dell announced a partnership on the AI-powered Doudna supercomputer at the Berkeley National Laboratory, which will advance research on fusion energy and more.
www.foxbusiness.com www.foxbusiness.com
 
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#18,055
#18,055
Thunder Good-Oil said:
I might sell half of my NVDA and replace it with ASML.

Edit: It’s not a material amount, but it looks like The Netherlands (ASML’s HQ) applies a dividend withholding and the IRS doesn’t allow a reciprocal foreign tax credit when shares are held in an IRA. I’m not sure if ADRs are included in the withholding or just the foreign shares - I’d reckon yes. There are ADR shares (ASML) and foreign shares (ASMLF). There’s actually a 2x leveraged single stock ETF (ASMG). ASMG even has options contracts available.
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I would leave your NVDA position alone and just start a new ASML position with new powder IMO.
 
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#18,056
#18,056
Thunder Good-Oil said:
I’m guessing they’ll be the leader making autonomous vehicles mainstream. GOOGL might be a big player as well.

TSLA’s biggest opportunity is power storage and integration with utilities. And solving weather related power disruptions. The grid goes down - no problem. Just plug your house into your Tesla. There will be near term challenges adjusting to Trump tariffs though. Long term it might be one of the best stocks for grandma to own. Like Coca Cola was 75 years ago. I think there will be better prices this year to add to or initiate a position. But you never know - traders might bid shares way up with Elon focusing on TSLA again.
Click to expand...
Elon first mentioned in April 2019 his Tesla AI supercomputer "DOJO" that would take a year to build and would be analyzing and training all Teslas moving forward with the FSD (Full Self Driving) plans. Elon/Tesla designed in house along with ex AMD engineer their D1 chip. Elon went this route because he knew NVDIA chips would be hard to purchase and that NVDIA could charge whatever they wanted. This actually took 4 years to build and implement. So DOJO, is Teslas in-house built GPU.



Tesla Dojo - Wikipedia

en.m.wikipedia.org en.m.wikipedia.org





Tesla will be $1000 or more a share again in the blink of an eye one day. Everything they are inventing OEM competitors will want to use including their Optimus robot which citizens will also be able to purchase if you have the bank account for it. When Tesla invents something, Elon is quick to allow OEM to use the technology for $. A good example of this is the Tesla charging plug. You can't find a monetary number on this. Only that it has been done through specific partnerships and agreements.


I would love to see him make an Xphone that uses Starlink. I think it could be the best phone made to this date and put phone companies out of business. I doubt he will as this would be disruptive to all his big money friends. He's the type of guy to encourage Samsung or Apple to build satellite phones and do a partnership with them to allow their new phones to use Starlink.
Here's Tesla's conference call summary from July 2024. He basically says this Tesla Optimus robot will be the bread and butter of the future for Tesla.
Screenshot_20250531_102113_Gallery.jpg
 
#18,064
#18,064
I bought PLTR in March 2022 at $11.27. I wish I’d bought a whole lot more. $125-ish now. And it’s in a Roth. Tax free capital gains! ‘murica!

$300B market cap. It won’t shock me if it gets into the $1T club. Even with the 558x p/e (220x forward). I could sell covered 7/25 (46 days) at the money calls ($127) and get my initial investment back. $10.9/$12.65.
 
#18,069
#18,069
BigOrangeMojo said:
How is this different than Google, META, etc monetizing the hell out of data?
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I like the way Tim explains it. Please read the article. It's paywall so I realize you may not be able to.

Thunder Good-Oil said:
I’m assuming that you wouldn’t own any Microsoft or Alphabet or IBM or Oracle or Apple or tens of thousands of other federal government contractors either.
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I try to make choices about my investments that align with my moral principles. I make choices that sometimes aren't financially savy because of that and it's ok. I don't buy Phillip Morris or any of the Weed companies. We all make choices. Like you choosing to respond to my posts or not (preferable). Whataboutism all you want, you are an expert at it best I can tell, but what PLTR is being contracted to do by the govt is not the same.
 
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#18,070
#18,070
mrorange211 said:
I like the way Tim explains it. Please read the article. It's paywall so I realize you may not be able to.


I try to make choices about my investments that align with my moral principles. I make choices that sometimes aren't financially savy because of that and it's ok. I don't buy Phillip Morris or any of the Weed companies. We all make choices. Like you choosing to respond to my posts or not (preferable). Whataboutism all you want, you are an expert at it best I can tell, but what PLTR is being contracted to do by the govt is not the same.
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Well, IBM growing into a peerless tech company was largely fueled by their ballistics calculations for our military. Microsoft’s operating system was, and is, used extensively by the DOD. PLTR is simply organizing the government’s already existing data after being hired by the Trump administration.

If you prefer that I chose to not respond to your posts, try harder to not put up pugnacious, virtue signaling comments.
 
#18,074
#18,074
mrorange211 said:
I like the way Tim explains it. Please read the article. It's paywall so I realize you may not be able to.


I try to make choices about my investments that align with my moral principles. I make choices that sometimes aren't financially savy because of that and it's ok. I don't buy Phillip Morris or any of the Weed companies. We all make choices. Like you choosing to respond to my posts or not (preferable). Whataboutism all you want, you are an expert at it best I can tell, but what PLTR is being contracted to do by the govt is not the same.
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I understand but this line gets blurred quick.

Do you invest in Nike with their labor issues? Or McDonalds with the garbage they sell? Or WalMart for keeping employees on govt assistance? What about big oil? Or MIC? Or big data?

I see what your saying but those lines blur quick...
 
#18,075
#18,075
mrorange211 said:
Right, except the implication that I’m disingenuous. ✌️ dude
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I said that PLTR provides a service to the government. Same as many other companies. I see nothing wrong with selling software to organize and analyze existing data. I think that it would also be a great idea to hire them to bring IRS software into the 2020s. It would save a lot of money and help shrink the government. No personal shots in that response.

On the other hand:

“Granted, the board would definitely be better if we all aligned to your standards.”

“you choosing to respond to my posts or not (preferable)”
 
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