The Rokslide Stock Traders Thread

"Cantor Fitzgerald Has Bought 1.07 Million Strategy₿ MSTR Stocks For 326.53 Million Dollars At An Average Price Of $304 Per Share In Q1 2025, Their Total Holdings Is 4.65 Million Shares Worth Over
1.93 Billion Dollars
. 49.98% Of Cantor Fitzgerald's Portfolio Is In MSTR."

This is a huge bet. I wonder what they know?
 
"Cantor Fitzgerald Has Bought 1.07 Million Strategy₿ MSTR Stocks For 326.53 Million Dollars At An Average Price Of $304 Per Share In Q1 2025, Their Total Holdings Is 4.65 Million Shares Worth Over
1.93 Billion Dollars
. 49.98% Of Cantor Fitzgerald's Portfolio Is In MSTR."

This is a huge bet. I wonder what they know?

It’s probably nothing…..


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"Cantor Fitzgerald Has Bought 1.07 Million Strategy₿ MSTR Stocks For 326.53 Million Dollars At An Average Price Of $304 Per Share In Q1 2025, Their Total Holdings Is 4.65 Million Shares Worth Over
1.93 Billion Dollars. 49.98% Of Cantor Fitzgerald's Portfolio Is In MSTR."

This is a huge bet. I wonder what they know?
BTC just hit $109,200 eclipsing its all time high. Cantor for the win.
Screen Shot 2025-05-21 at 8.10.22 AM.pngScreen Shot 2025-05-21 at 8.10.07 AM.png
 
Did Elon get a new girlfriend or hobby? That latest interview where it sounds like he’s going cold turkey away from spending money on politics must be going to have a big impact on Tesla stock going forward. People have a short memory and the anti Elon folks today still love the car and will probably be driving a new one in a year or two.

In the tensions with China I wondered how long before the PRC hardliners were going to demand Elon get out of the middle of US politics or move the Tesla plant out of China. I suspect that may have just happened. lol
 
With the bond issues in Japan, Metaplanet is going crazy up over 100%. People are moving the btc proxy.IMG_3899.jpg

US is having the same bond issues. I expect btc proxies to have a good day tomorrow. Btc close to $112k.


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Trump talking about signing an order to boost access to nuclear in the next day or 2. Nuclear IS the future.
Wish I’d bought more SMR when it was $6… or $2 😬

Good to hear and curious to see what shakes out over the next few years with the SMRs and some of the new designs.
 
Take this for what it's worth. I work for a large utility and I have heard repeatedly that nuclear will be a part of our future. We are Woefully short on generation and turning away lots of companies from our state because of it. The future is going to bring an even larger demand and *most utilities are far behind on getting ahead of it. The permitting process for Nuclear is very long. If Trump can speed that up, I expect many to jump back on the Nuclear wagon. Tennessee just announced that they will be the first utility to deploy SMR technology. Most larger utilities want to avoid being the first. I heard from a higher up, that SMR will still be a ways out (2041) if our company were to deploy them. That was mainly because of the permitting process.

I have made quite a good chunk riding this crazy train. I think it will go up sharply (again), then drop and level off until these companies prove they have the technology to actually be profitable.
 
Take this for what it's worth. I work for a large utility and I have heard repeatedly that nuclear will be a part of our future. We are Woefully short on generation and turning away lots of companies from our state because of it. The future is going to bring an even larger demand and *most utilities are far behind on getting ahead of it. The permitting process for Nuclear is very long. If Trump can speed that up, I expect many to jump back on the Nuclear wagon. Tennessee just announced that they will be the first utility to deploy SMR technology. Most larger utilities want to avoid being the first. I heard from a higher up, that SMR will still be a ways out (2041) if our company were to deploy them. That was mainly because of the permitting process.

I have made quite a good chunk riding this crazy train. I think it will go up sharply (again), then drop and level off until these companies prove they have the technology to actually be profitable.
That is the interesting thing. All these stock price increases and none of them have actually done anything yet….

Maybe “anything” is too strong… but I’m curious what happens when one of them actually succeeds, and which one will be first.
 
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