The Rokslide Stock Traders Thread

The mighty PR (cdev) hits $20+!!!!! Congrats to all who have held this investment of a lifetime!!
I exited at $17.30 for the third time recently after a dip purchase 21 months ago so this one stings a bit, but after $400,000 in gains with that one I can't complain. Happy for all who took that chance, this one really was special.
Oh man, I had forgotten about that one finally. Then you show up just to remind me. Going to be back to crying myself to sleep again.

*sarcasm
 
I exited at $17.30 for the third time recently after a dip purchase 21 months ago so this one stings a bit,
Congrats. I exited BORR earlier this month near the peak and exited PR more recently. This was another excellent run. Thanks for all of your contributions!

Note: BORR is still on my watch list. Once the gulf settles out and they head back to the rigs we’ll likely see a turnaround with them and possibly a good short term thing.
 
Congrats. I exited BORR earlier this month near the peak and exited PR more recently. This was another excellent run. Thanks for all of your contributions!

Note: BORR is still on my watch list. Once the gulf settles out and they head back to the rigs we’ll likely see a turnaround with them and possibly a good short term thing.
Back at ya, Bob! Congrats on the iron hands, that BORR was quite the hold for quite awhile..
 
SMR is at its 52 week low.

If you're wiling to gamble, SMR might be worth a roll of the dice to make 10, 20 or 50x.

I think many of you know what I'm inclined to do. 🎲


Eddie
 
SMR is at its 52 week low.

If you're wiling to gamble, SMR might be worth a roll of the dice to make 10, 20 or 50x.

I think many of know what I'm inclined to do. 🎲


Eddie
So what’s up with the shareholder lawsuit? How do you think that is going to affect things moving forward? Mr. Habboush pocketed a lot of cash from that deal.

https://bespc.com/cases/SMR

Why did NuScale’s Stock Drop?

On November 6, 2025, NuScale disclosed that its general and administrative expenses had increased more than 3,000% from $17 million in the prior year period, to $519 million during 3Q 2025, due largely to NuScale’s payment of $495 million to ENTRA1 for its services. Also on November 6, 2025, under pressure from investment analysts, NuScale acknowledged that ENTRA1 did not have any significant experience building nuclear power projects and admitted that ENTRA1 would not actually be “out there building the power plants” but would serve “to coordinate projects, to bring in partners, to get deals and the partners they bring in that can execute.”

analysts with Guggenheim Securities, LLC published a report stating that ENTRA1 is a “3-year old company that has never built, financed or operated anything” and had just “3 employees and 1 investor,” and stated a “more accurate description of ENTRA1 would be that it is an entity supporting the activities of a single individual, specifically Mr. Habboush.” Similarly, Barclays Capital Inc. analysts wrote in a report that “ENTRA1’s background draws scrutiny” because “the company is not well known in the industry and lacks a . . . public record of completed projects.”
 
So what’s up with the shareholder lawsuit? How do you think that is going to affect things moving forward? Mr. Habboush pocketed a lot of cash from that deal.

https://bespc.com/cases/SMR

Why did NuScale’s Stock Drop?

On November 6, 2025, NuScale disclosed that its general and administrative expenses had increased more than 3,000% from $17 million in the prior year period, to $519 million during 3Q 2025, due largely to NuScale’s payment of $495 million to ENTRA1 for its services. Also on November 6, 2025, under pressure from investment analysts, NuScale acknowledged that ENTRA1 did not have any significant experience building nuclear power projects and admitted that ENTRA1 would not actually be “out there building the power plants” but would serve “to coordinate projects, to bring in partners, to get deals and the partners they bring in that can execute.”

analysts with Guggenheim Securities, LLC published a report stating that ENTRA1 is a “3-year old company that has never built, financed or operated anything” and had just “3 employees and 1 investor,” and stated a “more accurate description of ENTRA1 would be that it is an entity supporting the activities of a single individual, specifically Mr. Habboush.” Similarly, Barclays Capital Inc. analysts wrote in a report that “ENTRA1’s background draws scrutiny” because “the company is not well known in the industry and lacks a . . . public record of completed projects.”

Thanks for this @BBob

Almost certainly more risky that just going to Vegas and taking your chances at the craps table.


Eddie
 
Asia indices are getting spanked, US futures are looking rough it and oil is pennies away from cracking $100/bbl so it might be an ugly day tomorrow for US markets.


Eddie
 
I think it is just a bounce over not bombing Iran and going to head lower.

Kinda crazy that one all caps post on social media can cause global markets to surge 4% in under 10 minutes. 3.8 Trillion dollars. 5 minutes before the announcement, someone bought 1.5 billion worth of SPX futures. Of course, Iran then promptly stated that they had no contact with Washington.
 
Please remain seated while the ride is en motion. Somehow, I am still up YTD in my personal investment account. I try not to check it often when times are wild like this. Pleasantly surprised when I did.
 
My son tells me yesterday he bought VCX after listening to a podcast on it. It's an ETF that owns private companies like Anthropic and Anduril is all I know.

I'm wishing he would have said something last week. <facepalm>

Up 60% yesterday...and 40% today.....
In the news:

“Fundrise Innovation Fund (NYSE:VCX) debuted on the NYSE last Thursday at $31.25 per share and has since skyrocketed 740%. The stock rose another 36% Tuesday to $261.80, helped by news that Claude launched a browser tool that can complete tasks on your computer.


With its listing, VCX became one of the first and largest publicly traded venture capital funds on a major U.S. exchange. The fund launched with more than 100,000 investors and over $650 million in assets under management.

Anthropic is the fund’s largest holding, accounting for 21% of the portfolio. Databricks follows at 18%, with OpenAI at 10% and Anduril at 7%, as the fund’s next largest positions. Other top holdings include Ramp and SpaceX, each at 5%, and Epic Games at 4%.

“At a time when many of the tech industry’s most innovative companies are staying private longer, VCX gives anyone, regardless of net worth, the opportunity to invest in the next generation of cutting-edge technology companies,” Fundrise CEO Ben Miller said at the time of the offering.

“Our goal at Fundrise has always been to democratize access to private markets,” Miller added. “Today marks another major step toward that vision by opening venture capital investing to a broader audience. We believe this is a historic moment not only for our investors, but for financial markets more broadly.””
 
In the news:

“Fundrise Innovation Fund (NYSE:VCX) debuted on the NYSE last Thursday at $31.25 per share and has since skyrocketed 740%. The stock rose another 36% Tuesday to $261.80, helped by news that Claude launched a browser tool that can complete tasks on your computer.


With its listing, VCX became one of the first and largest publicly traded venture capital funds on a major U.S. exchange. The fund launched with more than 100,000 investors and over $650 million in assets under management.

Anthropic is the fund’s largest holding, accounting for 21% of the portfolio. Databricks follows at 18%, with OpenAI at 10% and Anduril at 7%, as the fund’s next largest positions. Other top holdings include Ramp and SpaceX, each at 5%, and Epic Games at 4%.

“At a time when many of the tech industry’s most innovative companies are staying private longer, VCX gives anyone, regardless of net worth, the opportunity to invest in the next generation of cutting-edge technology companies,” Fundrise CEO Ben Miller said at the time of the offering.

“Our goal at Fundrise has always been to democratize access to private markets,” Miller added. “Today marks another major step toward that vision by opening venture capital investing to a broader audience. We believe this is a historic moment not only for our investors, but for financial markets more broadly.””
how do you put a pe ratio or fair market value on something like this?
 
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