The Investment Thread (11 Viewers)

Saint_Ward

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Rumors that Amazon was looking into offering a live TV package as well, have now been confirmed.

Amazon creating live TV package - Business Insider
The rumor

https://www.amazon.com/gp/help/customer/display.html?nodeId=201975120

https://www.usatoday.com/videos/tech/2017/05/23/amazon-prime-now-let-you-watch-tv-live/102046756/

confirmed.

No details on the pricing or offereings yet.

With Amazon getting into this arena, pushing the boundaries on retail, cloud services, etc. I really do wonder how large they can grow. As long as they keep their laser focus on customer service, speed and cost, I think they can do a lot.

I'm very glad I was able to buy a few shares a while back while it was trading in the $700's... or course, I wish I did this a year or two before when they were in the $400-500 range. Wow.

Today they hit $998/share ad are now hovering around $996.
 

bclemms

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Gold is making new 5 year highs and the mining stocks which have not been having the same success as gold lately are overreacting so really nice gains on NUGT the past few days. Sold about 10% yesterday afternoon and just sold another 15% this morning. I got overexposed when NUGT dipped into the 28 range because I pushed all in on the dip.

I still see gold having a huge upside if the economy turns south or coronavirus gets much worse than what is expected. If Coronavirus impacts are less than what is currently expected I think the markets are going to boom and the Fed seems intent on getting inflation up which will also push gold higher. Only downside I can see is if the market just gets caught in neutral and deflationary pressures show up but I think the world banks have shown they'll spray liquidity everywhere to keep that from happening. I just don't see long term downside until after the market has a huge correction. I feel like gold is still in the early stages of a long bull run. Just wish there was a better way to play it long than buying gold coins or playing in high expense ETF's that don't really do a good job tracking gold over long periods.
 

efil4stnias

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NVDA has most of it's stuff made in Taiwan while most of it's competitors have large reliance on China. It could be a good short term play on top of the long term.
that is something i did not know. ( Taiwan angle )

their 30 day chart is a climb...Feb 1 was $236. 18 days later, $311. Roughly a 33% appreciation in 18 days.

if this continues to disrupt China for several more weeks, i may be hard pressed NOT to sell a portion at some point to lock in some profits.
 

bclemms

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Man, I want to short Tesla so bad right now even though I love them long term but scared to get in front of that train. Tesla went from saying last month that the coronavirus would only impact them for a week and a half due to shutdown in Shanghai plant. Today they are saying that Coronavirus will impact them more than they expected and now there are uncertainties in global supply chains as well as demand in Asia. There have also been reports of major supply chain disruptions coming in the lithium ion battery industry in the last two days. Despite that, Tesla is up another 10% today. I think for the auto industry the this will at least be a 2 quarter impact.
 

superchuck500

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Man, I want to short Tesla so bad right now even though I love them long term but scared to get in front of that train. Tesla went from saying last month that the coronavirus would only impact them for a week and a half due to shutdown in Shanghai plant. Today they are saying that Coronavirus will impact them more than they expected and now there are uncertainties in global supply chains as well as demand in Asia. There have also been reports of major supply chain disruptions coming in the lithium ion battery industry in the last two days. Despite that, Tesla is up another 10% today. I think for the auto industry the this will at least be a 2 quarter impact.
I think shorting a favorite among the fund managers is a very risky proposition - regardless of the story or fundamentals you're seeing. I think Tesla is like Chipotle. There's so many believers in the fund management sector, and they have so much money under management, they're just pouring money into it. And it's a self-sustaining process - because stock picking is basically dead. The winners stay winners - at least over near to medium terms. Only sustained negative results will take the wind out.

Absent something systemic.
 

bclemms

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I think shorting a favorite among the fund managers is a very risky proposition - regardless of the story or fundamentals you're seeing. I think Tesla is like Chipotle. There's so many believers in the fund management sector, and they have so much money under management, they're just pouring money into it. And it's a self-sustaining process - because stock picking is basically dead. The winners stay winners - at least over near to medium terms. Only sustained negative results will take the wind out.

Absent something systemic.
Which is why I'm not doing it right now. If it keeps running up like this coming into the next earnings report then I wont hesitate. Right now it's like trying to stop a moving train with FOMO as the engine.
 

efil4stnias

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Man, I want to short Tesla so bad right now even though I love them long term but scared to get in front of that train. Tesla went from saying last month that the coronavirus would only impact them for a week and a half due to shutdown in Shanghai plant. Today they are saying that Coronavirus will impact them more than they expected and now there are uncertainties in global supply chains as well as demand in Asia. There have also been reports of major supply chain disruptions coming in the lithium ion battery industry in the last two days. Despite that, Tesla is up another 10% today. I think for the auto industry the this will at least be a 2 quarter impact.
wonder what Fahmi Quadir says....
 

LonghornSaint

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I just contributed to my 2019 ira - most of it went into QQQ and some into IHI. Have about 20% in cash, thinking of maybe some TSLA or maybe NVDA?
 

efil4stnias

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I just contributed to my 2019 ira - most of it went into QQQ and some into IHI. Have about 20% in cash, thinking of maybe some TSLA or maybe NVDA?
NVDA is trading at its 52 week high ( and all time high ) as of today - it could see another 20% rise or so, but historically, its around the $200-250 range.

QQQ has about 1.27% of its holdings in NVDA so you are getting a return there.

I havent bought an individual stock since this market heater started. I did get some QQQ and EEM about 2 weeks ago. Im just waiting on a pull back to jump on some individual stocks. ( Apple or MSFT )

edit....my FA did add handful of NVDA shares back on 1/27.
 
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Saint_Ward

Saint_Ward

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that is something i did not know. ( Taiwan angle )

their 30 day chart is a climb...Feb 1 was $236. 18 days later, $311. Roughly a 33% appreciation in 18 days.

if this continues to disrupt China for several more weeks, i may be hard pressed NOT to sell a portion at some point to lock in some profits.
Yeah, I bought back in NVDA back when they were trading around $193/share.

I see them climbing more, but I don't like buying in while they're at an all time high. But, they would be an exception. But, since I got burned by them (crypto) two years back.. I'm a bit more Cautious. I think I'll ride it out a bit. Absent a big dip, so long as they're north of $300 I'll keep them.

I already took some profits a few weeks ago.

I really like how my PBW fund has been doing.

1582135018164.png
 
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bclemms

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So just bought 100 shares of SPCE, Virgin Galactic just to see what happens. It has crypto like feel to it but I'll just keep moving up stops.
 

bclemms

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I wish I had the means to do this. I love stuff like that.
I normally don't buy stock in companies like this. It makes no money, will be a long time before it makes money, has a very limited customer base and could feel very much like a novelty thing. However, it is what everyone is using to buy Space X's success since SpaceX is private so figure I'll ride the wave a little bit and see what happens.
 

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