The Rokslide Stock Traders Thread

[MountainTracker]

View attachment 876757Thanks, i had to get some merch. Ive always liked Saylor cause I'm a bitcoin maxi. But now that I'm living good on msty and my bitcoin in cold storage is gathering dust. I've become a pretty big fan boy of mstr.

That’s a good problem to have.


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[MountainTracker]

So Vivek’s company Strive is looking to buy $1BN btc. They are merging with Asset Entities Inc, ticker ASST.

ASST is up 455% today. There is a good chance it will continue like CEP did. ASST has a small market cap so won’t take much to keep moving.

Not saying it will but if you missed CEP…. Do your DD.

Lots of signals out there.


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[MountainTracker]

Also, it is believed the AI diffusion rule, which was put into place by the last president, will be lifted, removing AI restrictions on development.

AI stocks/crypto should see good action from this news, if it hasn’t already.


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[songster]

New Hampshire just passed the first crypto reserve bill. up to 5% of public funds can be invested in digital assets.

 

[Poser]

So Vivek’s company Strive is looking to buy $1BN btc. They are merging with Asset Entities Inc, ticker ASST.

ASST is up 455% today. There is a good chance it will continue like CEP did. ASST has a small market cap so won’t take much to keep moving.

Not saying it will but if you missed CEP…. Do your DD.

Lots of signals out there.


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Up well over 700% during pre market this morning. Surely there will be massive profit taking and we'll see a drop.

 

[MountainTracker]

Up well over 700% during pre market this morning. Surely there will be massive profit taking and we'll see a drop.

Hard to say, btc and btc proxies are on fire this morning. With btc tracking global M2 I don’t think it’s done moving.

For ASST with the lower market cap it can run up without much volume, same can be said for the other direction.

Supposedly the us pres will be announcing multiple big trade deals this morning. That shoild pump the market altogether.


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[Drg]

Just wondering who's taking advantage of this little dip in the market to buy some stocks on sale?

I like cruise lines. Carnivals always a good company and the Oil companies are getting hit.

Curious to see the impact from the British trade deal

 

[Beendare]

Jeff Gunlach was on CNBC yesterday and he had some good commentary. They usually do a replay of him on the website, worth a look.

This GOOG search thing jammed me hard yesterday as I 've owned it for awhile. Glad I didn't panic sell yesterday but am going to start rotating out of it probably into more QTEC. Google might be able to adapt but it seems like a tide change.

PLTR is a great company but it will take them awhile for them to grow into their astronomical valuation.

The oil situation is interesting. It looks like the Saudis are going to let the price per barrel slip probably to get OPEC cheaters in line. Thats going to hurt the Oil Co's for the short term anyway. It's a trend thats worth watching closely, IMO.

I'm not a guy that shorts...but I will be looking to buy in 6 mo(?) when things look bleak for big oil. I'm going to look at some way out of the money puts.

EDIT- FWIW, I have revised my thinking on GOOG after doing more research. The comment yesterday illustrates how one comment can move markets. The short version, A big mucky muck in Apple said they might move away from Goog search engine as they are seeing the bit player AI stuff take hold. Plus Apple is developing their own AI search which would take away billions to google. That could have just been a negotiating ploy to pay Google less.

Google is super cheap here. A company that has done some pretty incredible stuff and coins money. The assumption at this price is that Google is dead. I just don't see that happening. First, the sum of the parts is worth way more than the stock price. The other assumption is they can't figure out this AI and search stuff which I think is far from the truth- even though their first AI model was DEI heavy. They have always figured it out and have terabytes of data to help them solve it.

if GOOG was at $300 here- I would say stay away, maybe even sell. But at $155, I'm holding as it's probably a $220-$250 stock.

 

[MountainTracker]

Up well over 700% during pre market this morning. Surely there will be massive profit taking and we'll see a drop.

Up 126% today.


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[fmyth]

Up 126% today.


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I did a round trip on CEP so decided to sit this one out. Looks like I missed the boat this time.

 

[Poser]

XRP lawsuit with the SEC has been officially settled and up 8% today. Over 200 billion dollars added into the crypto market this afternoon.

 

[Pharmseller]

PLTR got over half of it back today.

I am pleased but still sore in my nether regions.




P

 

[Rokbar]

Up 126% today.


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I was able to get in at 5.60. I bought pre hours and was hoping for 3.70.

 

[street]

ASST anyone??

 

[sasquatch]

PLTR got over half of it back today.

I am pleased but still sore in my nether regions.




P

I don’t understand, it’s pretty close to it’s all time high. How can you be down so bad or what not


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[Poser]

I have a pharma stock I've been in since 2021, CPRX, and it is up almost 400%, though still very affordable at $23 a share. I can't remember why I bought it, but You might take a look as the analyst recommendation on it is 100% buy.

 

[ShootOkHuntWorse]

ASST anyone??

Aaaand now it’s down.

 

[MountainTracker]

Aaaand now it’s down.

Halted trading


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[Beendare]

Quebec announced the first full scale Nuclear plant moving forward with GE Vernova and Hitachi. Trump had already said he wants more nukes. Is it going to be an all out sprint from here to build nuclear power? Anything actionable here as an investment thesis?

I think I already posted the article on these nuclear names a few pages back, I hear OKLO tossed around....and SMR has an approved design ( I think) but these are small reactors. I know some of these have already moved a fair amount...is there any no brainers? Grin

I haven't jumped in because I know the Permitting process is a nightmare and they have to build these things to withstand a huge explosion but why if they don't melt down like the reactor designs of the 50's and 60's....could it be Trump fixes that?

 

[HuntHarder]

I've been in Oklo and Vernova for just shy of a year. It's been a great ride so far. Like I mentioned last year, SMR's are a wild ride. Large highs and large lows, but overall heading upward.