The Rokslide Stock Traders Thread

[Danny Hoey]

Similar boat for me with APLD. Bought immediately when I heard NVDA bought in on them, but only had around $350 to spare at the time.

Last buy I had on APLD was at $3.78. My mess up was selling half after I tripled my money.

 

[HuntHarder]

This is likely to be the biggest bull run I will see in my lifetime. Doing my best to take full advantage of it.

 

[rustyN]

Last buy I had on APLD was at $3.78. My mess up was selling half after I tripled my money.

Hard to say you messed up by tripling your money but I get what you're saying!

 

[Danny Hoey]

Hard to say you messed up by tripling your money but I get what you're saying!

I did the same thing when I sold PLTR for $22.

 

[HuntHarder]

Anyone else taking advantage of the bitcoin miners turned Ai? IREN has been great. I don't own any CIFR, but it too has been pumping.

 

[NDGuy]

I like Amazon Shares/Leaps here. On some support and it's been lagging other tech names for awhile.

 

[CorbLand]

I don’t think this is relative to the .com bubble at all. Time will tell, but some of these companies are printing money.


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Care to explain your thought further?

 

[Brock A]

Anyone else taking advantage of the bitcoin miners turned Ai? IREN has been great. I don't own any CIFR, but it too has been pumping.

MARA holder here.

 

[Poser]

Anyone else taking advantage of the bitcoin miners turned Ai? IREN has been great. I don't own any CIFR, but it too has been pumping.

I have BTBT

 

[sasquatch]

Care to explain your thought further?

The main front runners of the AI market total, are actually making hand over fist profits.

Dot.com bubble, while really before my time was just a fad of small companies running wild that never made a dollar or really did anything for people or businesses. This was also before people were really glued to the internet. Now days it’s hard to even imagine surviving without the internet and I don’t see that trend remotely reversing

In every day life im already hearing people tell me “what chat gpt told them”. We are addicted to easy and fast info.

We headed towards actually NEEDING these things to function. Example would sort of be Imagining having to start building things without CAD now? About impossible right?

Also, these mega giants I feel are seeing and making these investments for a reason. It’s all about cutting head counts and AI surly will help do that. With the cost of pay, pensions, insurances etc etc, it’s so much benefit per person a company can eliminate, and our dumbed down selves don’t help sell the point they need us.

Time will tell if it’s a bubble or not, but I’m taking the ride with a few of them for sure. If it goes up 100% then crashes 50%, well I’m just where I was before anyway


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[MountainTracker]

The main front runners of the AI market total, are actually making hand over fist profits.

Dot.com bubble, while really before my time was just a fad of small companies running wild that never made a dollar or really did anything for people or businesses. This was also before people were really glued to the internet. Now days it’s hard to even imagine surviving without the internet and I don’t see that trend remotely reversing

In every day life im already hearing people tell me “what chat gpt told them”. We are addicted to easy and fast info.

We headed towards actually NEEDING these things to function. Example would sort of be Imagining having to start building things without CAD now? About impossible right?

Also, these mega giants I feel are seeing and making these investments for a reason. It’s all about cutting head counts and AI surly will help do that. With the cost of pay, pensions, insurances etc etc, it’s so much benefit per person a company can eliminate, and our dumbed down selves don’t help sell the point they need us.

Time will tell if it’s a bubble or not, but I’m taking the ride with a few of them for sure. If it goes up 100% then crashes 50%, well I’m just where I was before anyway


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I agree with this, the companies that are investing into AI are already established companies worth billions, and bring in money, Tesla, Microsoft….

Walmart and Amazon just stated they will be eliminating jobs and are not planning to hire anyone for the foreseeable future bc of AI.

NVDA is going to be investing $2B into xAI.


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[sasquatch]

I agree with this, the companies that are investing into AI are already established companies worth billions, and bring in money, Tesla, Microsoft….

Walmart and Amazon just stated they will be eliminating jobs and are not planning to hire anyone for the foreseeable future bc of AI.

NVDA is going to be investing $2B into xAI.


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They’re worth even more, many are worth TRILLIONS lol.


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[2531usmc]

I was an investor prior to the dot com bubble and the vibes then sounded exactly like the vibes now. Only the buzzwords have changed.

I guess time will tell.

 

[Fowl Play]

I’ve looked into the comparisons between now and the .com bubble and believe it’s all just media hype — they have to keep the 24 hour news cycle rolling with doom and gloom. Right before the .com bubble the entire market was almost at a P/E ratio of 200+, we are nowhere near that. Most of the companies had no real profits, no value, and no real business plan.

I think some AI companies do fit this description, so we will definitely see some high flung companies come crashing down, but I don’t think we are going to see a market crash. I think the issue many companies are facing is how to make money off their models. In that regard, I do think some valuations are probably set too high, as realistically they will not make the crazy money investors think.

My current strategy is to invest in the backbone of AI: processing, graphics, energy, data storage, etc. All that is going to excel regardless of which particular companies rise and fall. I am also bullish on robotics as I think that is the natural leap we are going to make once we have all these learning models, compact energy storage, efficient processing power, etc.

 

[CorbLand]

I’ve looked into the comparisons between now and the .com bubble and believe it’s all just media hype — they have to keep the 24 hour news cycle rolling with doom and gloom. Right before the .com bubble the entire market was almost at a P/E ratio of 200+, we are nowhere near that. Most of the companies had no real profits, no value, and no real business plan.

I think some AI companies do fit this description, so we will definitely see some high flung companies come crashing down, but I don’t think we are going to see a market crash. I think the issue many companies are facing is how to make money off their models. In that regard, I do think some valuations are probably set too high, as realistically they will not make the crazy money investors think.

My current strategy is to invest in the backbone of AI: processing, graphics, energy, data storage, etc. All that is going to excel regardless of which particular companies rise and fall. I am also bullish on robotics as I think that is the natural leap we are going to make once we have all these learning models, compact energy storage, efficient processing power, etc.

The selling shovels model. It can be effective.

 

[CorbLand]

I was an investor prior to the dot com bubble and the vibes then sounded exactly like the vibes now. Only the buzzwords have changed.

I guess time will tell.

I was too young to remember the dot com bubble but from the research I have done, it does seem similar to what is happening now. All a company has to do is mention they have a connection to AI and funds seem to fly there.

Yes, I think some companies are legitimately doing things with AI and that the funds going there should but I think overall, it’s largely overvaluing things and there will be a pop in the bubble. Some companies will get hit harder than others.

But overall, I take AI like I take Musk. Betting against him is probably a bad idea, especially in the long run.

 

[Idaboy]

TMQ....thoughts?

 

[pacoalcracker]

If Oracle is having a tough time making any money on their AI investments including with nvidia chips, how do you think the rest will fare out? Probably not too good. I think AI is way overhyped and the profit potential is way overstated. Perhaps Oracle is the canary in the coal mine. Microsoft has also stated last qtr that their clients don't want to pay extra for AI, it's expected to be provided at no cost. If those two can't make it happen, AI as a valid profit center might be doomed. Investors are already getting the willies......the next 6 months is going to tell the tale.

Yeah, I went thru the dotcom bubble and even Microsoft sank 85% and share price didn't go up for nearly 8 years even though they were profitable. It definitely wasn't only nonprofitable and new companies getting pommeled like you might think. It's pretty much that same thing again with FOMO and momentum trades far removed from legitimate PE ratios...1999 all over again and early 2000 sank the nasdaq 85% and the SP500 65%. Palantir is at what, 165 PE and sp500 at 22.5 or so for an extended period. What could possibly go wrong?

 

[Idaboy]

If Oracle is having a tough time making any money on their AI investments including with nvidia chips, how do you think the rest will fare out? Probably not too good. I think AI is way overhyped and the profit potential is way overstated. Perhaps Oracle is the canary in the coal mine. Microsoft has also stated last qtr that their clients don't want to pay extra for AI, it's expected to be provided at no cost. If those two can't make it happen, AI as a valid profit center might be doomed. Investors are already getting the willies......the next 6 months is going to tell the tale.

Yeah, I went thru the dotcom bubble and even Microsoft sank 85% and share price didn't go up for nearly 8 years even though they were profitable. It definitely wasn't only nonprofitable and new companies getting pommeled like you might think. It's pretty much that same thing again with FOMO and momentum trades far removed from legitimate PE ratios...1999 all over again and early 2000 sank the nasdaq 85% and the SP500 65%. Palantir is at what, 165 PE and sp500 at 22.5 or so for an extended period. What could possibly go wrong?

Yeah someone downstream is going to have to show earnings growth and profit. It also seems Nvidia is engaged in some circular financing.....that said when you listen to Jensen Huang, like his interviews yesterday and today, he makes some convincing arguments that AI is here to stay for the long run.....how it it takes and how it's used is yet to be seen

 

[CorbLand]

Yeah someone downstream is going to have to show earnings growth and profit. It also seems Nvidia is engaged in some circular financing.....that said when you listen to Jensen Huang, like his interviews yesterday and today, he makes some convincing arguments that AI is here to stay for the long run.....how it it takes and how it's used is yet to be seen

AI isn’t going anywhere. I know that but I definitely think it’s being over hyped from a stock share price standpoint and when that is realized there is going to be a good sized pull back. Same with the dot com bubble, it didn’t kill the internet.

I have said a few times that AI is what the internet was back in the early 2000s. By 2040 we won’t even know how we managed without it.