The Rokslide Stock Traders Thread

[Poser]

I don’t disagree with this but we have a history of not doing that.

2008 we bailed out banks and automakers. 2020 we bailed out businesses. At least with this “bailout” it would go directly to consumers and not just line the pockets of CEOs.

You also have to consider where the tipping point is. What if we "let them face the consequences" right into 10% unemployment and a 20-25% homeless percentage? These metrics would also drive up the incarceration rate to above .5% of the population. And is every consequence exclusively the result of the individual or does administration carry more burden? Can you blame the janitor at Enron for decisions made by the CEO?

 

[Andrew12gauge]

I don’t disagree with this but we have a history of not doing that.

2008 we bailed out banks and automakers. 2020 we bailed out businesses. At least with this “bailout” it would go directly to consumers and not just line the pockets of CEOs.

Actually I think it would lead to more people carrying bigger balances and actually paying more interest. In the end the credit card companies win and the consumers lose


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[CorbLand]

Actually I think it would lead to more people carrying bigger balances and actually paying more interest. In the end the credit card companies win and the consumers lose


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I don’t disagree. I am not a fan of the idea at all. It won’t help, Trump doesn’t have the authority nor should he have the authority to do this.

I am just saying that there hasn’t been a history of allowing people and/or businesses to face the consequences. At least this one would help consumers directly. I use help loosely.

It would actually hurt people like me that use CCs for points and fraud protection more. Companies would have to find ways to reduce expenses to offset the income loss. Fraud protection and rewards would be one of the first places to go for those cuts.

 

[Beendare]

Outperforming NVDA? Grin
Hopefully some guys here took advantage of my call on this....

 

[HuntHarder]

Sucks that politics and investments are so connected. Very easy to look at everything and put your political view spin on it. A president demanding CC cap at 10% is bad imo. It does however, help highlight to the uninformed, how bad CC's are for people who constantly carry a balance. Never ending, vicious cycle that catches a lot of Americans.

 

[Poser]

 

[Idaboy]

Sucks that politics and investments are so connected. Very easy to look at everything and put your political view spin on it. A president demanding CC can at 10% is bad imo. It does however, help highlight to the uninformed, how bad CC's are for people who constantly carry a balance. Never ending, vicious cycle that catches a lot of Americans.

Good points.... what the heck happened to "free market" economy? I also saw some analysis of this today and it would probably be in the realm of state law that would govern such policy so it's a non-starter t the federal level it seems.....oh and let's make the Fed even more political like an emerging market country....whatta mess, self imposed I might add....I think MA and V will do just fine, opportunity to dollar cost average in more

 

[noisy]

The U.S. is basically turning into a banana republic without the bananas.

 

[neb34]

RCAT is posting some pretty good numbers this morning on their ER. I am holding a lonely $11.00 call that is up just shy of 700%. Looks like it may keep running too

RCAT is interesting....
A seeking Alpha source likes them
Seeking Alpha

Then there is a promising CONTRACT

It looks like they will still need to raise a lot of money to develop their products and manufacturing- diluting the stock. It could be a good one, I'm still looking at it.

 

[noisy]

Should I sell some GOOG if it hits $340 or let it ride? I have an order in to sell but wondering if 2026 could be an even bigger year for AI than 2025.

 

[noisy]

Oops too late

 

[Beendare]

Should I sell some GOOG if it hits $340 or let it ride? I have an order in to sell but wondering if 2026 could be an even bigger year for AI than 2025.

Thats always the question right?

Did you buy it for a trade in your IRA where there is no immediate tax consequences? Short term trade $$$ are added right to your regular income with many implications there. Why did you buy...whats your thesis?

I hold a lot of GOOG. It will fluctuate no doubt but I think it will be one of the prime beneficiaries of the tech boom. I'm holding long term. They just did a deal with Apple- worth a look at that- but essentially it reinforces their technology is superior.

 

[CorbLand]

Of the bigger companies, I think Google is poised to win the AI race. It’s going to have ups and downs but it’s going to have a lot more up than down. I plan to hold for 32 more years.

 

[LFC911]

Funny how POTUS wants to lower CC rates but they keep loaning 18 yo's $100k for college. I would think that would be a better place to start...make public universities more affordable if not free!

 

[Crowmangler]

Funny how POTUS wants to lower CC rates but they keep loaning 18 yo's $100k for college. I would think that would be a better place to start...make public universities more affordable if not free!

The main reason college is so expensive is because the government is involved in the first place.

 

[BBob]

The main reason college is so expensive is because the government is involved in the first place.

For sure. Tuition skyrocketed just as soon as the "everyone deserves to go to college" college .gov collusion came together. Just about that time our local university dropped entrance standards dramatically and the student body exploded (a feature not a bug). They knew what they were doing.

 

[Coveyleader]

Thats always the question right?

Did you buy it for a trade in your IRA where there is no immediate tax consequences? Short term trade $$$ are added right to your regular income with many implications there. Why did you buy...whats your thesis?

I hold a lot of GOOG. It will fluctuate no doubt but I think it will be one of the prime beneficiaries of the tech boom. I'm holding long term. They just did a deal with Apple- worth a look at that- but essentially it reinforces their technology is superior.

So the question is, Apple, down 5% over the last day or so........... Where is it going if hitched to GOOG?

 

[Beendare]

So the question is, Apple, down 5% over the last day or so........... Where is it going if hitched to GOOG?

I picture it as the other way around. AAPL is failing as an innovative company and they had to lean on GOOG to keep up. AAPL's strength is their eco system and the refresh cycle. Once in their eco system, few switch. all of their devices are linked and uploaded to Apples cloud. It's very symbiotic and it works seamlessly in the background. A great eco system that works for most people including myself.

My take, Apple will be fine but unless they come out with a wearable that is the next killer app, they will be a slow grower. Google continues to innovate in the right places. Their competition is NVDA and AWS [AMZN]

 

[Baddog]

What’s everyone’s thoughts on what happens if the tariffs get overturned?

 

[Poser]

What’s everyone’s thoughts on what happens if the tariffs get overturned?

Due to the number of individual lawsuits companies have filed over this, its reasonable to assert that revoked tariffs/tariffs ending is already built into the market. If large scale refunds are ordered (and actually delivered, which that's a whole thing that might not happen), then a number of businesses will be flush with cash which may have positive impacts on the market.

Otherwise, certain people might want to check and make sure that they actually possesses the authority they fancy themselves possessing before going out and installing drastic economic changes upon the economy else they might find themselves having to pay it all back, And the only individuals who end up facing any real consequences (besides the businesses that went under due to tariffs) in the long term are the consumers who paid higher prices because of tariffs and it was all for nothing. Realistically, it just compounded inflation. Unless, of course, SG is going to send me a $20 refund for the tariff price I paid for that blaze orange Helio (which they aren't and I probably wouldn't either if I were them).

If all of this were only predictable.... if only real economists (not associated with the Heritage Foundation) had tried their best to warn us....

Anyway, this won't go down quietly. There will be very public temper tantrums and certain entities, judges, possibly states and population segments will no doubt be the recipients of threats, harassment and attempts at retribution. Heck, the admin may not even comply with the ruling, its not like the DOJ is going to step in and enforce anything.

Markets: probably fine. Everything else: hold on your your butts.