The Rokslide Stock Traders Thread

[ScottRK]

Hope their battery storage units perform better than the electric cars they built.

The YouTube mechanic Scotty Kilmer had a good review on the hybrid F-150 that I saw the other day. 3.5L
Said they took a page from Toyota’s book. He has a over 6 M subscribers

IONQ up again this week.

 

[Coveyleader]

Anyone want to take a stab at the “Why” we’re seeing AMD which was way behind NVDIA simply explode, meanwhile NVDIA has been a drag? AMD is now pretty much double of what NVDIA is priced at, and N was the golden child? Same business.

 

[Shadow Illude]

Dumped Ford up 82%. Looking at CLX and hoping to be patient and repeat a performance similar to Ford.

 

[Fowl Play]

Anyone want to take a stab at the “Why” we’re seeing AMD which was way behind NVDIA simply explode, meanwhile NVDIA has been a drag? AMD is now pretty much double of what NVDIA is priced at, and N was the golden child? Same business.

Don’t mistake stock price for market cap. NVDA is still worth much more than AMD, they just have many more shares, so the stock price is cheaper. AMD was a loser for years but has recently rebound due to more focus on data centers and investors liking that. I would not call either of these stocks “a drag” as they are both outperforming the market quite a bit. Once you get to the size of Nvidia it becomes much harder for the company to grow exponentially as their value is just so high. I mean Nvidia market cap is almost 1/5 of the entire United States GDP. Expecting them to double value at that price is wild.

 

[Beendare]

Don’t mistake stock price for market cap. NVDA is still worth much more than AMD, they just have many more shares, so the stock price is cheaper. AMD was a loser for years but has recently rebound due to more focus on data centers and investors liking that. I would not call either of these stocks “a drag” as they are both outperforming the market quite a bit. Once you get to the size of Nvidia it becomes much harder for the company to grow exponentially as their value is just so high. I mean Nvidia market cap is almost 1/5 of the entire United States GDP. Expecting them to double value at that price is wild.

I think you nailed it. NVDA has grown so big who doesn't already own it?

Market cap; NVDA $5.1T, AMD $841B
Even though the valuation metrics still favor NVDA.

I don't know what the catalyst will be that will make NVDA pop. It's already cheap vs their growth rate. FWIW, I bought more NVDA for a trade earlier this week just under $210. I don't expect the same rate of return on this latest buy vs the stuff I bought awhile ago but I could see it hitting $300.

 

[Svivian]

Wowza anyone get in on this? Appears to be a pump and dump situation

 

[Fowl Play]

Wowza anyone get in on this? Appears to be a pump and dump situation

View attachment 1073600

I literally think this is happening because people are posturing for retail investors mistakingly buying SPCE for SPCX (SpaceX) at the IPO. So yes likely a pump and dump.

 

[Svivian]

I literally think this is happening because people are posturing for retail investors mistakingly buying SPCE for SPCX (SpaceX) at the IPO. So yes likely a pump and dump.

You’re 100% correct. I forgot about that