The Rokslide Stock Traders Thread

[HuntHarder]

Nope. I bought more at $145. Strategy's market cap is 55B and they hold 65B in BTC and 2.25B in cash.

Good luck. I truly hope this pans out for you. Imo, it's a 50/50 gamble at best.

 

[Crowmangler]

Just read RIOT has signed a deal to lease their data center capacity to AMD. You think they may be looking for more steady guaranteed return from AI than the roller coaster of mining BTC?
It's up 11+% today on the news. Was thinking about picking up some MARA for the potential they might do something similar in the near future. Anyone think this is a good idea? MARA is up 6% today also & currently below their 50 & 200 day MA.

 

[fmyth]

Good luck. I truly hope this pans out for you. Imo, it's a 50/50 gamble at best.

I was wrong. I bought more at 149.50 not 145. My $145 order hasn't filled.

 

[Pharmseller]

PLTR is disappointing me.

 

[MountainTracker]

Could see some counter tariffs bc of the Greenland stuff, markets will probably dip bc of it, until they figure out what’s going on.


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[CorbLand]

Not a great start for me today.

 

[Pharmseller]

ALAB and NVS are up, everything else is red.

 

[Paradox]

Anyone is RKLB? If so, what are you plans with it? Should I hold my stocks or sell it while it is going crazy?

I bought some rklb and it’s up 54%
Just bought some more. I am long on this one.

 

[Poser]

Could see some counter tariffs bc of the Greenland stuff, markets will probably dip bc of it, until they figure out what’s going on.


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I'd say the greater concern in this scenario is the stability of the dollar as the reserve currency.
And so it begins: https://www.bloomberg.com/news/arti...-to-exit-us-treasuries?embedded-checkout=true

 

[2531usmc]

Japanese bond yields are probably a bigger concern….

 

[MountainTracker]

Japanese bond yields are probably a bigger concern….

I'd say the greater concern in this scenario is the stability of the dollar as the reserve currency.
And so it begins: https://www.bloomberg.com/news/arti...-to-exit-us-treasuries?embedded-checkout=true

I think you guys are both right. Confidence in USD as a reserve currency is dropping. If the tariffs stuff continues I believe nations holding US treasuries will start leaving in mass. Which I believe will cause mass printing.

On another note I saw an article talking about buy now pay later for rent. I know I don’t need to explain how bad that is. Just crazy to think a person could do that for rent.


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[2531usmc]

With all the uncertainty and risk you have to mostly own assets….equities, gold, real estate. Holding cash is a long term guaranteed loss.

 

[Rich M]

With all the uncertainty and risk you have to mostly own assets….equities, gold, real estate. Holding cash is a long term guaranteed loss.

Yup. As the dollar sinks the equities will grow. If you aren’t on that ride, it will sting.

 

[Idaboy]

I think you guys are both right. Confidence in USD as a reserve currency is dropping. If the tariffs stuff continues I believe nations holding US treasuries will start leaving in mass. Which I believe will cause mass printing.

On another note I saw an article talking about buy now pay later for rent. I know I don’t need to explain how bad that is. Just crazy to think a person could do that for rent.


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Watch the 10 year...that will dictate how this goes....other countries start dumpimg US treasuries it'll sting, I don't care what asset one is in....self inflicted wounds, ridiculous

 

[Poser]

"Europeans hold roughly $10 trillion in US assets: around $6 trillion in US equities and roughly $4 trillion in Treasuries and other bonds," observed Ipek Ozkardeskaya, senior analyst at Swissquote. "Selling those assets would pull the rug from under US markets."

“But asked by reporters at the Davos World Economic Forum whether the US was preparing for such a scenario, Bessent said that it "defies any logic".

Calling the US Treasury market "the best-performing market in the world" and the "most liquid" debt market, he said he expected Europeans to hold on to their exposure, not offload it.

"There's a completely false narrative there," he said.”

—-

Does Bessent’s position sound incredibly naive to anyone else? leaning into people not doing “logic defying” actions while his boss is threatening 25% tariffs on allies that don’t get on board with the seizure of a sovereign nation that the US already benefits from in a manner that basically doesn’t change with “ownership” is hardly setting precedent for a logical sequence of events.

 

[Historybuff]

Bessent usually sounds like the smartest man in the room to me

 

[Poser]

Bessent usually sounds like the smartest man in the room to me

Who else is in the room with him?

 

[Beendare]

Bessent usually sounds like the smartest man in the room to me

Yeah me too.
I look at the investing environment currently, like this

Tariffs? We can’t have other countries terrify us 40% when we only tariff them 15% that’s just not fair.
Dollar? Yeah it’s weak. We have an administration that had to literally flip things around from the crap policy that came before him.

All of the current administration’s policy is going to rock the boat big time. The real question is, “is it for the better and will it even out in a year or two?” And
What industries/segments are going to profit from this administration?

Historically, I have always been successful betting with the current administration at the time, Bush, Clinton, Obama......... Biden was a tough one. Each Admin had policy that benefitted individual segments.

It doesn’t surprise me that stuff like Gold is on a tear currently due to a lack of confidence in fiat currency but I don’t see that holding up in another two years.

Trump is a spender. He probably won’t make significant cuts to the deficit but he will push every US business segment like crazy. His theory is to ignite business and make money and hopefully the tax revenue will take care of it....probably not.

My take:
So if you stay in assets that benefit from inflation or the right sectors-even just the S&P index- you should be able to stay ahead of the curve.

Edited for clarity.

 

[HuntHarder]

9% up on my fidelity portfolio so far in 2026. Damn the torpedoes! Stay the course.

 

[Binz17]

"Europeans hold roughly $10 trillion in US assets: around $6 trillion in US equities and roughly $4 trillion in Treasuries and other bonds," observed Ipek Ozkardeskaya, senior analyst at Swissquote. "Selling those assets would pull the rug from under US markets."

“But asked by reporters at the Davos World Economic Forum whether the US was preparing for such a scenario, Bessent said that it "defies any logic".

Calling the US Treasury market "the best-performing market in the world" and the "most liquid" debt market, he said he expected Europeans to hold on to their exposure, not offload it.

"There's a completely false narrative there," he said.”

—-

Does Bessent’s position sound incredibly naive to anyone else? leaning into people not doing “logic defying” actions while his boss is threatening 25% tariffs on allies that don’t get on board with the seizure of a sovereign nation that the US already benefits from in a manner that basically doesn’t change with “ownership” is hardly setting precedent for a logical sequence of events.

Has he been wrong yet? He's been pretty spot on so far IMO