All things STOCKS

#18,657
#18,657
Tri-CitiesVol said:
Got out of TEM after this latest run. My buddy says INTC should be the next move after fed government announced a 10% stake. Thoughts?
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I think the game has passed INTC by. Very unfortunate. I was a huge fan 30 years ago.

FWIW, I also thought Cisco was dead in water and they have bounced back.

INTC will need to have massive success with the Ohio factory, and I don't think the last CEO had it in him. New guy has hands full
 
#18,659
#18,659
Jax_Vol said:
I bought one share of PLTR a few weeks back.

My bad... :(
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PLTR could easily be $120 or $180 in the next month or two. I’m tempted to buy shares here (around $150) but the multiple (525x) is still crazy high - although earnings are expected to double next year.

Most mutual fund fiscal years end soon, so fund managers will be selling to lock in their gains and also to rebalance their holdings. So PLTR’s going to have some degree of downward pressure. The next earnings release is in early November and shares are priced for perfection.
 
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#18,660
#18,660
Thunder Good-Oil said:
PLTR could easily be $120 or $180 in the next month or two. I’m tempted to buy shares here (around $150) but the multiple (525x) is still crazy high - although earnings are expected to double next year.

Most mutual fund fiscal years end soon, so fund managers will be selling to lock in their gains and also to rebalance their holdings. So PLTR’s going to have some degree of downward pressure. The next earnings release is in early November and shares are priced for protection.
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Sector wise, are you staying somewhat balanced heading into end of the FY? I'm normally very heavy on tech/health care.

Between President Trump/Elon/RFK, Jr, I'm light on healthcare this year.

Always have a couple of quirky things that are typical distraction losers.
 
#18,661
#18,661
Jax_Vol said:
Sector wise, are you staying somewhat balanced heading into end of the FY? I'm normally very heavy on tech/health care.

Between President Trump/Elon/RFK, Jr, I'm light on healthcare this year.

Always have a couple of quirky things that are typical distraction losers.
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I’m not very sector balanced. For the last several years I’ve been letting my winners run which resulted in just a handful of individual stocks creatiing an overweighted scenario. Years ago I’d sell my best performing stocks to get the gains. That’s not a good philosophy.

I’m generally overweighting in Tech, Financial, and Healthcare sectors for the long run. Also the defense industry.

I think that healthcare is due for a run. But I’m more interested in non-pharma companies. The Trump administration has Medicare pricing of drugs in the crosshairs. Big Pharma will need to give most favored nations pricing to US patients, insurers, and government programs to get him to back off.

I’d like to be more exposed to the materials and industrial sectors, but many of those names have already run up with the planned repatriation of manufacturing. The overall economy and employment should benefit, but the easy money might have already been made in equities.

Home builders and the ancillary businesses ought to do well at some point in the next year or two. But it could get frustrating waiting for the industry to get moving.
 
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#18,662
#18,662
Trying to diversify my tech heavy port this week. Bought some TLRY this morning. Fed's moving Marijuana to schedue III and, being a weed stock, it seems to have found its pivot bottom. Looking at the chart, it has a ton of growth potential.
 
#18,663
#18,663
Forever I’ve heard people pronounce it “in vidia” now suddenly I’m hearing more people say “nuh vidia”. What is happening? Why are you all gaslighting me?

Tom Lee still says “in vidia” so I’m sticking with it.
 
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#18,664
#18,664
Jack Burton said:
Forever I’ve heard people pronounce it “in vidia” now suddenly I’m hearing more people say “nuh vidia”. What is happening? Why are you all gaslighting me?

Tom Lee still says “in vidia” so I’m sticking with it.
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The company’s website confirmed that “in vidia” is correct. Invidia is Latin for envy.

It was going to be named NVision but that name was already being used by a toilet paper company. I have questions about the visual.
 
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#18,665
#18,665
No possible way In-and-Out Vidia can have a positive forecast with the current Admin limiting good chips to China.

In the big scheme, we should limit chips for China.
 
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