The Rokslide Stock Traders Thread

[CorbLand]

Hindsight trader is always the most profitable.

One day I will have my crystal ball

 

[Andrew12gauge]

I have a couple shares so I'm literally invested. I'm not sure what about those earnings meant sell, considering the hit the price took since earnings released. They seem like blowout, crazy earnings and growth to me, but MSFT is much unloved right now.

I’m not sure he was saying to sell, I think he’s just saying those are some big growth numbers that should keep MSFT on our radars


Sent from my iPhone using Tapatalk

 

[HuntHarder]

I'm still long on MSFT. Stay the course, same with META. NBIS has started coming back to life recently.

 

[CorbLand]

I'm still long on MSFT. Stay the course, same with META. NBIS has started coming back to life recently.

Of the big companies, I think Google will “win” the AI race but I wouldn’t bet against Microsoft or really any of them.

 

[Pharmseller]

I hit PLTR at what I thought was a dip at $142.15. It’s below $137 now.

You’re green now. I’m selling next week at $210.

 

[IdahoBeav]

I’m selling next week at $210.

I hope you’re right! I need something to make me feel better after I dumped MU too soon.

 

[timekiller13]

Going back to this nearly 3 years ago…I should have doubled down.

Yea I wish I would have bought more a few years ago.

 

[Beendare]

Yeah, Shoulda bought MSFT and GOOG on the IPO- <face palm>

Is it time to revisit Berkshire? They just announced up 18% blowout earnings. They are sitting on over $300b in cash....which has been a drag on their performance but maybe now that Buffet is gone they will do something.
I held BRK-B for a long time.....sold it a year or two ago as it was stagnant. Maybe it's time to revisit this one.....

NVDA back under $200 at a decent valuation. I'm buying more if it drops another 4-5%
MU still the cheapest of the Data Center Ai plays.

 

[Pramo]

Something I’ve been using lately to help find swing trades, all are free

Quiver Quaint app it will give alerts and show all congress and insider trades etc. Look at congress picture to see how sleezy and combine with committees

Auto pilot app and look at what the AI grok and Claude trade bots are picking as well as other portfolios

Based on all that GD was my latest investment

 

[Pharmseller]

Hoping for a big POSITIVE day tomorrow for PLTR.

 

[Beendare]

Hoping for a big POSITIVE day tomorrow for PLTR.

Up 3.5% in pre market....you will probably see some short covering. PLTR valuation got way over their ski's.

I don't think we will see big institutional buying (which is what really moves stocks) as the valuation is in the stratosphere. They only make $.63/share....with a PE of 228....even their forward PE is over 100. That stock is expensive.

Edit after earnings- Good EPS but it's going to take awhile for it to grow into that valuation especially when they are turning away new business becuase they cannot handle it all.

 

[idig4au]

Still have CDEV or now PR from original Covid days. Thinking it’s time to cash out givens it’s over $22

 

[HuntHarder]

Sold COST today to free up some stagnant . I did well and made almost 70% on my original 2 buys. Over the last year, it's just gone sideways. It should finally split, now that I exited. Added to a couple of my other positions and bought some FRSH stock on a flyer. Decent amount of institutional ownership and insider buying.

 

[eddielasvegas]

Sold COST today to free up some stagnant . I did well and made almost 70% on my original 2 buys. Over the last year, it's just gone sideways. It should finally split, now that I exited. Added to a couple of my other positions and bought some FRSH stock on a flyer. Decent amount of institutional ownership and insider buying.

Never heard of FRSH, but after looking at what they do, I think the best way to make money off the stock is by being acquired.

I'm trying to wrap my head around how FRSH can compete with OCI, AWS, GCP and the other big cloud players, but it certainly is worth a serious look after reviewing their 2025 financials.

Thanks @HuntHarder



Eddie

 

[HuntHarder]

PLTR has great Earnings and stock is flat... Maybe market getting back to actually looking at technicals?!?

 

[eddielasvegas]

PLTR has great Earnings and stock is flat... Maybe market getting back to actually looking at technicals?!?

It, along with many other tech and AI stocks, are priced to not just perfection, but perfection+ and great ain't gonna cut it.


Eddie

 

[IdahoBeav]

Hoping for a big POSITIVE day tomorrow for PLTR.

The day wasn't bad, but I'm not a fan of what is happening after hours.

 

[Pharmseller]

The day wasn't bad, but I'm not a fan of what is happening after hours.

$200 is on the way.

 

[Beendare]

What does Palantir actually do?
This is a bit tangential to this thread....but I'm going to plop it here, I found it interesting.

 

[Beendare]

bought some FRSH stock on a flyer. Decent amount of institutional ownership and insider buying.

It's a company close by me, in the CRM software sector that has been getting hammered by AI.

Did you look at the 5 yr chart?