All things STOCKS

#19,879
#19,879
tn4elvis said:
Long game anyway. I think it’s a good buy. I may sell some Meta today at some point.
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Here’s one example why I’m a buy and hold person: I once had a person in my office who was a huge apple fanboy. If apple made it, he probably bought it. He got invited to do beta testing (or whatever it’s called) for them.

I told him he should look at AAPL. I had bought some a long time ago and it had been doing well. I’m not sure he ever did, but each time bad news came out about the company, for the longest time he’d come in my office to see if I was selling it all. I never did, no matter the news, and he eventually quit asking. I’m not sure he ever bought any of the stock. Despite all the bad news and world events, holding it has worked out; we’re up around 3000%. AAPL is an extraordinary company, and we’re lucky to have it. We’re lucky that we’ve never had a reason we had to sell it. We also have others up over 1000%, and they’re all long term holds. Of course it could all go to pot at some point.

One good thing about winners is that they sure make up for the duds, like when I took a flyer on the National Bank of Greece🙄
 
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#19,890
#19,890
05_never_again said:
Lots of congestion in that area, for sure. That's probably where it "should" stop going down, but there's no such thing as down too much.
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Yep, Zero might be the bottom for sure. But, for microsoft and trading potential, they had a big gap up on May 1 of 2025 from $393 to $423. Technical traders will tell you those gaps will eventually fill. The latest big movement was a gap down from $481 to $421 on January 29th (previous gap almost filled). With the rotation out of tech, msft has continued the decline. A cluster of moving averages are at about $400. PE is getting down in the 20's. Getting close to buying time if not already.
 
#19,891
#19,891
Definitely a stock pickers market today. Tech broadly is weak. All the software names are getting killed (and have been for weeks now) except PLTR, though it had been weak coming into earnings. Retail is super strong (WMT, TGT, COST). TGT actually looks like it is trying to put in a longer-term bottom. On the daily chart it has finally made a higher high, it has gotten above and held above the 50 and 200 DMAs, and both of them have flattened out and are turning higher. Your next step would be for the stock to find support on pullbacks to those rising MAs. Energy names looking good.

Personally, some of the most interesting moves are in the alternative asset managers (APO, BX, ARES, KKR, OWL). All super weak today and breaking to new lows of some kind. Many of their BDCs have been weak for a while. CG is the only one I can find that doesn't trade like total dog crap. There are worries specifically about the capital they've invested in SaaS companies and data centers, but they are trading like there are bigger issues than just that. Something to watch.
 
#19,892
#19,892
Just throwing these names out here but:

I've been holding NBIS (cloud AI/data center/other subsidiaries) since December '24, not selling any time soon.

Also been loading the boat on SEZL (buy now pay later fintech).
 
#19,896
#19,896
Jax_Vol said:
That one is stunning...or at least, I don't get it.
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It's sort of like the tariff tantrum last spring. This time it's the 'software sell-off'. The most recent price targets from the usual suspects, from just a week ago, have msft at about $605 average. The upside is about 40%. I think the floor is around $400, if that is broken, it's a psychological problem, next level of support is about $380.
 
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#19,899
#19,899
Thunder Good-Oil said:
The rotations make me think that there’s a lot of manipulation going on. Almost every name is subject to these 5 or 10% pullbacks with a few insane 20% +/- investments thrown in. Silver is nuts. Bitcoin. Software. GLP1.
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Looks like sector rotation to me. Many of these software names have very high short interests. Unless it really is Armageddon for that industry (unlikely), I bet there are going to be some gigantic squeezes in those names at some point.
 
#19,900
#19,900
NVDA has an interesting chart set up. Approaching prior support from Nov/Dec along with a rising 200 DMA around 170.

For a name that has so much hype and enthusiasm around it, the stock has been remarkably kind of boring for several months now. If you bought the stock back on 7/17/25 and were still holding, it has traded in a relatively narrow range since then you're break even today.
 
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