The Rokslide Stock Traders Thread

[Fowl Play]

If you are in the acquiring phase of your portfolio this is an opportunity, not a catastrophe. That’s why you see allot of young people rooting for it. Good reminder why you need to slowly pivot out of stocks as your time horizon to retirement shortens. Or have some liquid reserves to weather stuff like this and not have to sell when it’s down. It will rebound.

I say this and my portfolio has shrank significantly during this period. (Over 6 figs) so definitely tests your stomach and investing philosophy/risk profile. But… I won’t realize that loss as I wasn’t planning on selling for another 20 years anyway.

 

[Beendare]

I spoke too soon yesterday....now I'm officially down for the year. Even BRK-B was down.

I'm seeing a couple oil stocks off 19% on the day- wow.

..... I told myself I was going to wait to move my final 1/3rd into the market...but VIX hit 40.....and I've had good results buying there.....so I bought some more META today.

 

[CorbLand]

I spoke too soon yesterday....now I'm officially down for the year. Even BRK-B was down.

I'm seeing a couple oil stocks off 19% on the day- wow.

..... I told myself I was going to wait to move my final 1/3rd into the market...but VIX hit 40.....and I've had good results buying there.....so I bought some more META today.

My portfolio took a harder hit today than yesterday. Cant wait to see what my 401 calculates out to later today.

 

[fmyth]

My portfolio took a harder hit today than yesterday. Cant wait to see what my 401 calculates out to later today.

My 401 is closer to a 201 today.

 

[CorbLand]

My 401 is closer to a 201 today.

I logged in this morning when I got to work and started laughing.

 

[chanson_roland]

I logged in this morning when I got to work and started laughing.

LOL. With these stock prices, no spike is safe next season...

 

[Crowmangler]

First of all, this is in no way a political statement. I'm 50+ but I talk to a lot of Gen Z & Millennials. It's not hard to figure out why they want things to get worse, crash, reset, whatever you wanna call it. All you have to do is talk to them & HEAR what they say.

Few of the main points (generalities):
- they can't afford to buy a home & start a family (the main 2 pillars of the American dream)
- they can't find a decent job that pays good enough to afford basic necessities
**- they look around & see the people who presided over ruining the country for the last 50 years living the high life rolling in cash calling them lazy & telling them to "just work harder"
***- their government is corrupt to the core (major reason why they love DOGE) and no one EVER faces accountability for their criminal activities, EVER
- tens of millions of unvetted criminal illegals have invaded their country & being given tens of thousands of $$ of their tax money every year & also ILLEGALLY VOTING against their values
I could go on.
It's not a Rep or Dem thing. Although one party openly hates the country & tries to destroy it, the other party sits on their asses & facilitates it.
They're at the point where a total collapse/ reset if fine with them because when it all burns to the ground the pile of ashes they're standing on will be the same height as those people.

 

[SWFLhntr]

I ain’t looking at s**t, just gonna put more in. Damn the torpedoes.

 

[2531usmc]

First of all, this is in no way a political statement. I'm 50+ but I talk to a lot of Gen Z & Millennials. It's not hard to figure out why they want things to get worse, crash, reset, whatever you wanna call it. All you have to do is talk to them & HEAR what they say.

Few of the main points (generalities):
- they can't afford to buy a home & start a family (the main 2 pillars of the American dream)
- they can't find a decent job that pays good enough to afford basic necessities
**- they look around & see the people who presided over ruining the country for the last 50 years living the high life rolling in cash calling them lazy & telling them to "just work harder"
***- their government is corrupt to the core (major reason why they love DOGE) and no one EVER faces accountability for their criminal activities, EVER
- tens of millions of unvetted criminal illegals have invaded their country & being given tens of thousands of $$ of their tax money every year & also ILLEGALLY VOTING against their values
I could go on.
It's not a Rep or Dem thing. Although one party openly hates the country & tries to destroy it, the other party sits on their asses & facilitates it.
They're at the point where a total collapse/ reset if fine with them because when it all burns to the ground the pile of ashes they're standing on will be the same height as those people.

This is so sad, but it pretty much articulates where we are at.
But I suspect only the working class understands it….

 

[NDGuy]

Few of the main points (generalities):
- they can't afford to buy a home & start a family (the main 2 pillars of the American dream)
- they can't find a decent job that pays good enough to afford basic necessities
**- they look around & see the people who presided over ruining the country for the last 50 years living the high life rolling in cash calling them lazy & telling them to "just work harder"

Spells out my younger friends exactly

 

[MountainTracker]

Just saw this, thought it was cool. 1 million




Sent from my iPhone using Tapatalk

 

[NDGuy]

Just saw this, thought it was cool. 1 million

View attachment 863085


Sent from my iPhone using Tapatalk

So much great info shared in here the last 5 years. Helped me grow my knowledge and accounts very well.

 

[Doc Holliday]

You could say we are right back in the same spot as when this original post was made. Great opportunity for anyone sitting on cash

 

[Tanner]

First of all, this is in no way a political statement. I'm 50+ but I talk to a lot of Gen Z & Millennials. It's not hard to figure out why they want things to get worse, crash, reset, whatever you wanna call it. All you have to do is talk to them & HEAR what they say.

Few of the main points (generalities):
- they can't afford to buy a home & start a family (the main 2 pillars of the American dream)
- they can't find a decent job that pays good enough to afford basic necessities
**- they look around & see the people who presided over ruining the country for the last 50 years living the high life rolling in cash calling them lazy & telling them to "just work harder"
***- their government is corrupt to the core (major reason why they love DOGE) and no one EVER faces accountability for their criminal activities, EVER
- tens of millions of unvetted criminal illegals have invaded their country & being given tens of thousands of $$ of their tax money every year & also ILLEGALLY VOTING against their values
I could go on.
It's not a Rep or Dem thing. Although one party openly hates the country & tries to destroy it, the other party sits on their asses & facilitates it.
They're at the point where a total collapse/ reset if fine with them because when it all burns to the ground the pile of ashes they're standing on will be the same height as those people.

I am squarely in the millennial category at 31 and I would say these points are extremely accurate. While I did buy a house and start a family, a lot of my buddies have not and probably for the reasons you stated. Watching the income to home price disparity grow over our lifetime has been a wild ride.

Now, what’s everybody buying on sale ?

 

[NDGuy]

Now, what’s everybody buying on sale ?

Spy, QQQ puts

 

[cbynum80]

Lost my ass years ago and divested to stop letting the market dictate when I could retire. Got back to a comfortable position and pulled all my money. Never again.

 

[NDGuy]

Now, what’s everybody buying on sale ?

On a serious note some I’m watching.

INTC- Benefits from administration chip decisions if they stick
MSFT- Huge moat+copilot & AI
SNOW-Cyber security
TTD- Advertising
COST- Welcome to Costco I love you
MSTR-Loads of BTC
NVDA-Wanting back in after selling above $140
ASML-Chips play

 

[pacoalcracker]

anything AI related, from chips to software to utilities supplying data centers and those building the data centers. I think we are only in the 2nd or 3rd inning of the AI concept and right now it is out of favor and stock prices are discounted. A year from now you will be happy you bought here and 5 years from now a lot happier. Bitcoin has an eventual cap, AI does not.

 

[WiscoHoundsman]

I’m watching some large equipment manufacturing companies like caterpillar, deere, cnh, ect. If they go low enough I may take some small positions in a few of them.

I’m no professional but if they get to a 5+ year low it may not be bad to add a few shares here and there. I’m also keeping an eye on oil companies but haven’t determined an entry point.

 

[2531usmc]

I’m watching some large equipment manufacturing companies like caterpillar, deere, cnh, ect. If they go low enough I may take some small positions in a few of them.

I’m no professional but if they get to a 5+ year low it may not be bad to add a few shares here and there. I’m also keeping an eye on oil companies but haven’t determined an entry point.

Exxon’s PE is ~14 and SPY’s is about 25, so I’m getting interested.