The Rokslide Stock Traders Thread

[WRO]

Musk: "I'm done with politics"
2.5 weeks later: "I'm starting my own political party"

I hope he does.

The establishment needs a challenge.

 

[stevewes2004]

AMPX on a run today with no news…. I dumped a bunch at $5.90 afterhours with a $2.30 average.

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[MountainTracker]

Musk: "I'm done with politics"
2.5 weeks later: "I'm starting my own political party"

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[Fowl Play]

Where or where does TSLA go from here?

My 2 cents. The engineering and manufacturing team at Tesla are world class. They also have their hands in what will be some of the largest growth sectors in the next 10 years: AI, energy, and robotics. They are currently plagued by poor decisions from their CEO. Not just political stuff, this goes back to the design choice of the Cybertruck and complexity of the Model X.

I think they likely have a great 10 year outlook. Probably very volatile for at least the next year, barring any more poor decisions…

 

[stevewes2004]

More ICU news. Nice run up today…

Their device has been adopted for use by Texas Children’s hospital…

https://investors.seastarmedical.com/news/news-details/2025/SeaStar-Medical-Expands-QUELIMMUNE-Adoption-for-Critically-Ill-Pediatric-Patients-with-Acute-Kidney-Injury-AKI/default.aspx

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[Idaboy]

Coreweave. (CRWV). Anyone buying or have an entry point they are considering?

 

[HuntHarder]

More ICU news. Nice run up today…

Their device has been adopted for use by Texas Children’s hospital…

https://investors.seastarmedical.com/news/news-details/2025/SeaStar-Medical-Expands-QUELIMMUNE-Adoption-for-Critically-Ill-Pediatric-Patients-with-Acute-Kidney-Injury-AKI/default.aspx

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I want to ride this one, but I just can't pull the trigger. Wounds are still too fresh from past bio's. I'll be rooting for you!
I'm still heavy in on smr's and its been good.

 

[Pramo]

I recently bought a new Tesla Model Y, the self driving is the most significant technology I've seen in the last decade. It truly can change lives, best way to describe it is "alien technology". In the past month we put on 1,800 miles and used self driving 98% of the time. One weekend do a test drive, fun day with the wife and see what Tesla is all about.

Musk is wild a man but few understand how he thinks and what he makes possible. Even though I love his tech I don't have the stomach to invest in Tesla long term but I often swing trade it and never count him out.

 

[stevewes2004]

I want to ride this one, but I just can't pull the trigger. Wounds are still too fresh from past bio's. I'll be rooting for you!
I'm still heavy in on smr's and its been good.

I understand. I don’t do many biotech plays, lost a lot on CTXR last year.

This one’s been bleeding for a while, but looks to be at the turning point…. I’ve averaged way down from $3.07 to $0.79 so far in the last few weeks.


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[stevewes2004]

I want to ride this one, but I just can't pull the trigger. Wounds are still too fresh from past bio's. I'll be rooting for you!
I'm still heavy in on smr's and its been good.

I understand. I don’t do many biotech plays, lost a lot on CTXR last year.

This one’s been bleeding for a while, but looks to be at the turning point…. I’ve averaged way down from $3.07 to $0.79 so far in the last few weeks.


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[HuntHarder]

Really good buddy of mine is in really big on LUCD. Another bio that he swears is prime for a tripling. Ive been on the fence on that one to and haven't committed

 

[MThoundhunter]

SLDP and the solid state battery market in general seems to be gaining traction. I'm long on SLDP but I think we see some good gains over the summer.

 

[stevewes2004]

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[Coveyleader]

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ITs up over 50% since that tariff dip in April. AMD little brother up 40ish since that time.

 

[stevewes2004]

ITs up over 50% since that tariff dip in April. AMD little brother up 40ish since that time.

Yep, soooo many people went to cash crying about a recession…. Feel for them


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[Crowmangler]

That's a crazy # to even try to wrap your head around. I'm a big fan though, bought it at 101 in mid-April

 

[Coveyleader]

Yep, soooo many people went to cash crying about a recession…. Feel for them


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That dip in April made guys millions if they had it. Little guys like me put a few bucks in on some good companies, and they're all way up percentage wise but nothing life changing.

 

[MountainTracker]

Tether plans to be the largest btc miner by the end of 2025. Tether holds 100k btc and purchased $65B in US bonds the first Q of 2025.


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[Poser]

Tether plans to be the largest btc miner by the end of 2025. Tether holds 100k btc and purchased $65B in US bonds the first Q of 2025.


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Hmm. Everything I'm reading suggests that the future of Bitcoin mining is not so sustainable.

In April 2024, the Bitcoin "halving" cut the miner reward in half to 3.125 BTC, while the network hash rate continues to soar, making competition increasingly fierce. On May 1, 2025, the hash rate reached a historic high of 831 EH/s, while the hash price had already dropped to $0.049/TH—almost halving compared to the same period last year. Transaction fees did not compensate for this loss. Furthermore, Bitcoin mining companies consume as much as 67 to 240 terawatt-hours of electricity annually, with the energy consumption per transaction being about 830 kilowatt-hours. This not only brings environmental issues but also imposes high electricity costs and investments in specialized hardware on miners, continuously squeezing their profit margins.

I point this out because in the last few weeks, at least 4 significant Bitcoin mining companies have sold their bitcoin off, not because Bitcoin lacks a future, but because mining is soon to be no longer profitable.
I've been watching BTBT, who just quit mining, sold all Bitcoin and put it all into Ethereum where they can stake.

Bitcoin mining revenue fell by 64% year-on-year in the first quarter of 2025, with Bitcoin production plummeting by 80%, producing only 126.5 Bitcoins. Under the dual pressure of high energy consumption and high hardware expenditure, even when the price of Bitcoin briefly surpasses $100,000, miners are experiencing a structural misalignment of "price increase, profit decline

SharpLink Gaming and BitMine are other Bitcoin mining companies that dumped it all for Ethereum recently. This isn't because they no longer believe in the future Bitcoin, but because the reality of mining itself is soon to be no longer sustainable.

That makes me seriously question Tether's strategy here. They hinging on mining where a company such as Microstratedgy is hedging debt on buying. Those are 2 very different approaches and the actions of several companies seem to suggests that large scale mining is no longer sustainable where many companies are jumping all in on buying Bitcoin.

Also, watch Ethereum closely.

 

[SWFLhntr]

Yep, soooo many people went to cash crying about a recession…. Feel for them


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Glad I went all in