The Rokslide Stock Traders Thread

[Danny Hoey]

Thanks for the VKTX tip awhile back. Dipped my toe in to watch, my 3 shares are up 52% right now. Should have/could have bought more but didn't know spit about it, just riding the Rokslide tip line

 

[2531usmc]

Exxon came out yesterday and said they intend to be the primary energy supplier for the AI data centers. Making the argument that they can provide natural gas powered generation systems much quicker than bringing nuclear online

 

[Bullzeyez61]

Is anybody else buying more mstr right now?

 

[Historybuff]

Is anybody else buying more mstr right now?

Yes. The addressable market for mstr is all the money in the world. There will be no other company that can compete. Once in a lifetime opportunity

 

[eddielasvegas]

Is anybody else buying more mstr right now?

Interesting reading if you are considering MSTR or even if you already own some. Link HERE.


Eddie

 

[Bullzeyez61]

I own a good chuck of mstr want to buy more but seeing how the market reacted when it crushed q2 earning and beat Q3 earnings I just have a hard time dumping more into it. Right now. I will eventually but I think there are better buying opportunities to come in the near future. But if it does get included in the s&p next inclusion won’t have a better window to buy than now. But if it doesn’t get included and bitcoin goes into a bear market I can see it going down quite a bit more. I am in it for the long haul.

 

[jlw0142]

Anybody have thoughts on TSM? I bought at under $200 and I'm unsure whether to double down or just let it ride.

 

[HuntHarder]

Anybody have thoughts on TSM? I bought at under $200 and I'm unsure whether to double down or just let it ride.

Nothing technical, but I believe they will continue the trend up. Here in Az, their facility is really only at 30-40% build out and it is enormous. Tons of other supplier companies are building all around them.

 

[Beendare]

Anybody have thoughts on TSM? I bought at under $200 and I'm unsure whether to double down or just let it ride.

It's been one of my biggest holdings for a long time now. They make 90% of the world's production of advanced chips. Companies like Nvidia don't actually make anything.....Taiwan Semi makes them and second place is not even close. They ARE the world leader.

I bet TSM would be double what it is now if it weren't for a potential China invasion- a significant risk- depressing the stock.

 

[MThoundhunter]

Anybody have thoughts on TSM? I bought at under $200 and I'm unsure whether to double down or just let it ride.

I don't think you'll lose money investing into TSM.

 

[Poser]

This is worth a read :

“this is how the AI crash happens”

AI-related spending now contributes more to the nation’s GDP growth than all consumer spending combined, and by another calculation, those AI expenditures accounted for 92 percent of GDP growth during the first half of 2025. Since the launch of ChatGPT, in late 2022, the tech industry has gone from making up 22 percent of the value in the S&P 500 to roughly one-third. Just yesterday, Meta, Microsoft, and Alphabet all reported substantial quarterly-revenue growth, and Reuters reported that OpenAI is planning to go public perhaps as soon as next year at a value of up to $1 trillion—which would be one of the largest IPOs in history.

Non paywall below

Archive Buttons | Free Paywall Remover

Remove paywalls on any news article with Archive Buttons. This Free online paywall remover works on hundreds of news sites.

www.archivebuttons.com