The Rokslide Stock Traders Thread

[2531usmc]

Ackman is one, but he's not a publically traded company, publically traded companies are not saying anything....I would hardly call Dimon's comments harsh, or even critical....

Hedge funds angling for a taxpayer bailout….

 

[cowdisciple]

Income.......even reduced income does NOT add trillions to the national debt. BORROWING AND SPENDING adds trillions to the national debt.

I mean, what? You borrow when your spending exceeds your income.

How do you suppose these unfunded tax cuts get paid for? We issue bonds. That's borrowing.

 

[TaperPin]

Income.......even reduced income does NOT add trillions to the national debt. BORROWING AND SPENDING adds trillions to the national debt.

YES! The F’ers that dropped corporate taxes and kept on spending adding more to the federal debt should never be left in charge of anything. Borrowing to cover agreed on expenditures was known to be the outcome after the tax breaks. Yet folks cheer them on.

 

[Customweld]

Keep this thread on point.

 

[Ten Bears]

it’s every thread. everyday. same posters.

FFS leave this one alone.

 

[CorbLand]

Thanks guys. To be clear I'm not selling a ton. I need to sell like 5 shares to be able buy this truck in cash (I already have some liquid funds / emergency money). I'm not into financing anything at this time.

The timing just sucks. Just bought a horse and a horse trailer and then my truck shit the bed this weekend.

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It really is your call but you would pay far less in interest financing the portion of funds you need and paying it off in a couple months than you will either selling for a loss or the taxes you will pay on the gains.

If all you need is 2500. Borrowing that at 7% for two months is like 25 bucks in interest.

 

[signing off]

My thoughts are not technical but a general market observation.
Decades ago, investors were a relatively small group with "a guy/broker" doing the buy and sell often in 100 share lots. A niche of money geeks and what not.
Now, everyone is bought into the market, whether on an app, online account or most importantly their work 401k. Common as common can be.
That plays out by holding up the market. 401k admins are buying because they have to. Are they Berkshire big purchase, no. Not in a huge single entity but total dollars yes. Overall money now HAS TO GO IN. Vs the past where market geeks caused more extreme swings as they held or sold.

How much of the overall market is institutions at this point? Did it rewrite how this all plays out?

 

[Idaboy]

Keep this thread on point.

Absolutely...what's on your buy list? I usually have few for resets like this, but too many unknowns/uncharted waters. I bought a few at the close Friday (brk.b, WM, uber) to round out some gaps flushed out by Mag7...i'm sure theres some opportunities in Mag7, but man they've been routed this yr...MSFT and META seems to have the best long term case currently

 

[MountainTracker]

Nikkei jumped up 6% at open and seems to be holding.

China is considering lowering the value of their currency. This is to make Chinese exports cheaper to be more competitive in the market.

Last time China did this happened was in 2015/16 and people moved out of the yuan. BTC jumped from $200 to $20000 during that time.

China has $60T in deposits.

Talks of emergency Fed meeting to discuss lowering rates. We’ll see, could just be rumors.

This mornings swings was crazy.


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[MountainTracker]

JNVR if you’re into Sol look at todays chart


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[rodney482]

I mean, what? You borrow when your spending exceeds your income.

How do you suppose these unfunded tax cuts get paid for? We issue bonds. That's borrowing.

by cutting costs

 

[Marshfly]

My thoughts are not technical but a general market observation.
Decades ago, investors were a relatively small group with "a guy/broker" doing the buy and sell often in 100 share lots. A niche of money geeks and what not.
Now, everyone is bought into the market, whether on an app, online account or most importantly their work 401k. Common as common can be.
That plays out by holding up the market. 401k admins are buying because they have to. Are they Berkshire big purchase, no. Not in a huge single entity but total dollars yes. Overall money now HAS TO GO IN. Vs the past where market geeks caused more extreme swings as they held or sold.

How much of the overall market is institutions at this point? Did it rewrite how this all plays out?

Side note. The entire point of the establishment of 401Ks was to add volume and liquidity to the market to the big guys could make more money. Same thing for making retail trading easier. More daily volume equals more money being transferred equals more money to be made.

 

[Pramo]

Been following this thread for years and to keep it on track (the 4-5 rascals the trash every thread really hurt the site)

Tech I held my nose and bought last Friday
NVDA -> almost caught the bottom
MSFT -> powers everything and I am huge Azure user
TSLA -> innovation, model Y change over

DDOG great software, I prefer it to Splunk

2022 crash I went heavy and bought
Google and Amazon doing very well on them still even after the latest "crash"

Wild card is FUBO, bought a bunch at 1.70 a few months back since I saw it as a top app on the amazon firestick, it bumped to $6 with Disney news still holding but I'm still up 80%

Don't like apple it is really a subscription service play nothing innovative

Granted I work in tech but buy stuff you know and use at good discounts when possible

 

[NDGuy]

Don't like apple it is really a subscription service play nothing innovative

Agree to disagree, huge cult following and you pay for the ecosystem. Cash machine

 

[NDGuy]

You reduce spending. It's not rocket science.

But year after year the ceiling gets raised, including last month's spending bill

A $2 Trillion Cut Compared to $86 Trillion in Spending | Committee for a Responsible Federal Budget

2025-03-13-The House-adopted Fiscal Year (FY) 2025 budget resolution calls for up to $2 trillion in spending cu

www.crfb.org

 

[MuleyFever]

So, is this the dead cat bounce?

 

[Idaboy]

Agree to disagree, huge cult following and you pay for the ecosystem. Cash machine

It is a long term cash machine, but seems like hearing next earnings and guidance will be illustrative, as they may really be eating it with the China trade war

 

[go_deep]

So, is this the dead cat bounce?

Likely, but if you bought something end of day yesterday I don't see that being a bad buy either on the long term

 

[chanson_roland]

Been following this thread for years and to keep it on track (the 4-5 rascals the trash every thread really hurt the site)

Tech I held my nose and bought last Friday
NVDA -> almost caught the bottom
MSFT -> powers everything and I am huge Azure user
TSLA -> innovation, model Y change over

DDOG great software, I prefer it to Splunk

2022 crash I went heavy and bought
Google and Amazon doing very well on them still even after the latest "crash"

Wild card is FUBO, bought a bunch at 1.70 a few months back since I saw it as a top app on the amazon firestick, it bumped to $6 with Disney news still holding but I'm still up 80%

Don't like apple it is really a subscription service play nothing innovative

Granted I work in tech but buy stuff you know and use at good discounts when possible

MSFT is VERY well positioned. Yes, some hardware exposure given the Surface PCs, but remember, they have a massive forced upgrade cycle coming this Dec with end of support for Windows 10.

Since PC prices will jump due to tariffs, those who can upgrade the OS on existing hardware will pay the vig to upgrade the OS.

A lot of enterprises that might have been tempted to buy new hardware will shift the purchases to software upgrades and keep the hardware they have. MSFT makes money either way, but the direct OS purchases have higher margins.

**I'm Long MSFT and currently hold a position**

 

[CorbLand]

MSFT is VERY well positioned. Yes, some hardware exposure given the Surface PCs, but remember, they have a massive forced upgrade cycle coming this Dec with end of support for Windows 10.

Since PC prices will jump due to tariffs, those who can upgrade the OS on existing hardware will pay the vig to upgrade the OS.

A lot of enterprises that might have been tempted to buy new hardware will shift the purchases to software upgrades and keep the hardware they have. MSFT makes money either way, but the direct OS purchases have higher margins.

**I'm Long MSFT and currently hold a position**

I thought it was October not December?