OFFICIAL STOCK MARKET AND ECONOMY THREAD VOL. A NEW CHAPTER

[shibadekobe]

ASTS
Blackrock just updated their 9/30/24 holdings. They added 3.1M shares in the quarter to become the 3rd largest holder at 8.6M shares or 5.7% of the outstanding shares.

 

[shibadekobe]

 

[shibadekobe]

Amazon to invest in 3 nuclear plants as it scrambles to power AI programs

Amazon Web Services to invest more than half a billion dollars in three projects –one in Washington State, one in Virginia and one in Pennsylvania.

nypost.com

$oklo, $smr, $nne...very early, heavily shorted, nice swings
$ceg, $tln, $vst..more established
2024: Oklo is expected to file its first combined license application with the NRC. Oklo also signed a $25 million deal with Equinix for data center power.
2027: Oklo aims to commission its first commercial-scale Aurora reactor at Idaho National Laboratory. This would make it the first advanced nuclear reactor completed in the U.S.
Early 2030s: Oklo plans to build a commercial-scale fuel recycling facility in the U.S

 

[antidope]

Just write your own emails. We don't need AI this badly to turn the whole country into Chernobyl

 

[ballinsam23]

NVDA pissing me off. Go under 100 already.

 

[xbiker47]

NVDA pissing me off. Go under 100 already.

It only goes up

 

[turbospartan]

NVDA pissing me off. Go under 100 already.

Aug 7th it was under $100 and I hesitated

 

[Dhizzle]

I bet the house on NVDA. Scared as hell the past few months but the last few weeks have brought the joy back

 

[dman14]

Once nvda dropped to like $98 in August, I was all in. Threw all that I had and sold some other stocks and loaded up.

Thinking of selling some off and buy back once it drops back to the 130s. I think it goes up to 150 before it drops. Who knows, just enjoying the ride

 

[アミーゴ]

Once nvda dropped to like $98 in August, I was all in. Threw all that I had and sold some other stocks and loaded up.

Thinking of selling some off and buy back once it drops back to the 130s. I think it goes up to 150 before it drops. Who knows, just enjoying the ride

Avy to post is

 

[shibadekobe]

 

[johnnyredstorm]

**** elon

 

[fluid hips]

Loading up on Qualcomm

 

[superantigen]

Had a good month. Goog (45 contracts) and Amzn (20 contracts) calls printed last week. Also closed out most of my equity positions to realize profits. I'm heavy cash now in anticipation of turbulent markets post election.

...

 

[turbospartan]

Once nvda dropped to like $98 in August, I was all in. Threw all that I had and sold some other stocks and loaded up.

Thinking of selling some off and buy back once it drops back to the 130s. I think it goes up to 150 before it drops. Who knows, just enjoying the ride

I got some around 105 and 113, regret not going heavy when it dipped under $100

 

[superantigen]

Justice department started going after Googl during the Trump presidency, which is to say that justice dept. Vs Googl was initially motivated by politics.

If Harris wins, I expect Googl to rocket. They'll likely have to pay a hefty fine and/or level the playing field a bit in search, but i doubt they will be broken up; and right now, the fear of Googl being broken up is really what's keeping the stock on a leash and what's made googl the the most affordable of the Mag7.

If Harris wins, I will load up on calls.

...

 

[antidope]

Doesn't matter who wins, capitalism wins

 

[s0lefunk]

What are some of your favorite ETFs for exposure to Mag7, small cap, dividends, and REITs (preferably specializing in data centers) and allocations? Starting a side portfolio of 4-5 ETFs/REITs with a 15-year horizon.

 

[antidope]

Funny enough I was looking into this ETF yesterday. I don't buy a lot of index exposure outside of the 401k though:

iShares MSCI USA Quality Factor ETF | QUAL

The iShares MSCI USA Quality Factor ETF seeks to track the investment results of an index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics.

www.ishares.com

I personally am out on small cap. You haven't been paid for being in it for so long, I feel the same way about international. Large Cap Growth until it loses.

Unsure about the REIT, but I like the idea in theory.

Saw this on the train

 

[antidope]

S&P 6000. It was at 2200 in the Covid drawdown. WATTBA

 

[s0lefunk]

I’m looking into QQQ (Mag7), VNQ (REITs and has DLR and EQIX in its top 10 holdings), AVUV (small cap), and SCHD (consistent dividends).

 

[dman14]

Thoughts on Cava?

Ended up picking some 150 call options for April last month. Fingers cross

 

[Dhizzle]

S&P 6000. It was at 2200 in the Covid drawdown. WATTBA

Biden years have been amazing

 

[tomdiginson]

Funny enough I was looking into this ETF yesterday. I don't buy a lot of index exposure outside of the 401k though:

iShares MSCI USA Quality Factor ETF | QUAL

The iShares MSCI USA Quality Factor ETF seeks to track the investment results of an index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics.

www.ishares.com

I personally am out on small cap. You haven't been paid for being in it for so long, I feel the same way about international. Large Cap Growth until it loses.

Unsure about the REIT, but I like the idea in theory.

Saw this on the train

Seen it on the A train this morning as well.