The Rokslide Stock Traders Thread

[Beendare]

Grabbing INTC

Intel (INTC) – Intel has been expanding its foundry business, particularly in the U.S. and Europe. A disruption to TSMC could accelerate its position as a key supplier.

INTC has been underperforming for many years. Sure they MIGHT get their stuff together [and personally I would like to see it] but Intel has been talking about getting it together for a decade. My money is in TSM- a lot actually [partially due to appreciation, its my #1 holding right next to BERK-B ] We might get a good dip in here with the tariff talks- anything in the $180's and I'm buying more.

TSM supplies something like 85% of the top high demand chips...no one else is even close.....and Intel is not even in the running.

 

[NDGuy]

INTC has been underperforming for many years. Sure they MIGHT get their stuff together [and personally I would like to see it] but Intel has been talking about getting it together for a decade. My money is in TSM- a lot actually [partially due to appreciation, its my #1 holding right next to BERK-B ] We might get a good dip in here with the tariff talks- anything in the $180's and I'm buying more.

TSM supplies something like 85% of the top high demand chips...no one else is even close.....and Intel is not even in the running.

Definitely why I avoided INTC since it's runup to the upper 40s late 2023. They have lagged behind but they are a massive company, just need some tailwinds and good leadership to move them forward.

Also it's at 52 week low and with all the chest thumping from the current admin about putting tariffs on chips I think it's worth an entry for me at $19.5.

 

[NDGuy]

So Canada and Mexico have agreed to send troops to the border. Tariffs delayed.


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Until tomorrow...get used to the whiplash

 

[WRO]

Until tomorrow...get used to the whiplash

It’s going to be a ride


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[Pharmseller]

NVDA moved nicely today. PLTR gave back some of its gains.




P

 

[HuntHarder]

OKLO continues to pump. GEV still chugging. COST still one of my favorites and has made me some good money. I anticipate a stock split at some point this year with it breaking $1000.00 a share.

 

[MountainTracker]

MSTR is rebranding to StrategyB. They put out a link that shows all their btc holdings, debit, returns and a bunch of other info.

If interested link below

https://www.strategy.com

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[TX_Diver]

OKLO continues to pump. GEV still chugging. COST still one of my favorites and has made me some good money. I anticipate a stock split at some point this year with it breaking $1000.00 a share.

And back down again... I like the Small Modular Reactors and someone will get one built eventually.

But dang the 5-10% daily swings are great to see and then frustrating to see!

 

[eddielasvegas]

I bought some MSTY and STRK as a way to play BTC without actually owning BTC.

I expect these to be high risk, high reward so I'll put in a stop loss order to minimize my losses.


Eddie

 

[BigDog00]

NVDA moved nicely today. PLTR gave back some of its gains.




P

PLTR is nuts right now. Another huge day today.

 

[Pharmseller]

PLTR is nuts right now. Another huge day today.

I’m a happy guy.




P

 

[TX_Diver]

And back down again... I like the Small Modular Reactors and someone will get one built eventually.

But dang the 5-10% daily swings are great to see and then frustrating to see!

Back up again... SMR 10% and OKLO 20% so far... I should have bought more... Except 2 weeks ago when they went down 25% in a day...

 

[CorbLand]

Google has had a rough week.

 

[HuntHarder]

Welcome to SMR investing. As I previously said, these smaller companies are an absolute ride, but so far I am considerably ahead. GEV is probably the most steady just because it is the largest and is also diversified in different energies. The big drop across the board a couple weeks ago was wild. My last rebuy of OKLO @ 29$ a share is almost doubled in 2 weeks.

 

[Danny Hoey]

amazon killing me today. Not sure if I want to buy today or not. I think there could be a nasdaq pull back. Like another 20%er

 

[CaliWoodsman]

RCAT has been doing well for me. Picked some up on 1/28 and I’m up about 20%.

 

[David Walter]

Of you have RCAT, look also at UMAC. The CEO of UMAC came from RCAT.

Really smart engineer. Worked for me about 14 years ago, then he struck out to run a startup

UMAC in his third, and he keeps getting better at it.

 

[MountainTracker]

amazon killing me today. Not sure if I want to buy today or not. I think there could be a nasdaq pull back. Like another 20%er

Amazon is looking to spend more then the competition in AI this year. There is probably still some fear from Deepseek and like. Can Amazon generate a return on the investment?

I imagine that is what is being asked.


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[safarihunter]

Of you have RCAT, look also at UMAC. The CEO of UMAC came from RCAT.

Really smart engineer. Worked for me about 14 years ago, then he struck out to run a startup

UMAC in his third, and he keeps getting better at it.

Glancing at the chart it might have been nice to have gotten this tip back in October of last year!

 

[MuleyFever]

View attachment 835688

Amazon is looking to spend more then the competition in AI this year. There is probably still some fear from Deepseek and like. Can Amazon generate a return on the investment?

I imagine that is what is being asked.


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Isnt the big investment into AI part of whats dragging Google down too?