The Rokslide Stock Traders Thread

Beendare

WKR
Joined
May 6, 2014
Messages
9,184
Location
Corripe cervisiam
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

WKR
Joined
Feb 13, 2017
Messages
4,309
Location
ND
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.
 
Joined
Aug 4, 2014
Messages
2,609
Location
Phoenix, Az
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.
 

TX_Diver

WKR
Joined
May 27, 2019
Messages
2,644
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

WKR & Chairman of the Rokslide Welcoming Committee
Classified Approved
Joined
Feb 2, 2020
Messages
3,912
Location
Scottsdale, AZ
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
 

TX_Diver

WKR
Joined
May 27, 2019
Messages
2,644
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...
 
Joined
Aug 4, 2014
Messages
2,609
Location
Phoenix, Az
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.
 
Top