OT: Stock trading | Page 166 | The Boneyard

OT: Stock trading

Definitely very bullish on LINK. If you haven't already ready their thesis, use case and all their new/past partnerships from SmartCon then wtf you waiting for. IMO in the next crypto bull market a lot of the crap coins will lose massive market crap/fail in the end leaving the cream of the crop/survival of the fittest. Link at 13 the other day was a gift.
 
Yellen and the entire US gov, are starting to go after decentralized exchanges and the swaps. Their goal is to make all exchanges like Coinbase and get rid of private wallets. Their goal then is to be able to track everything
 
UCPharma11 said:
Definitely very bullish on LINK. If you haven't already ready their thesis, use case and all their new/past partnerships from SmartCon then you waiting for. IMO in the next crypto bull market a lot of the crap coins will lose massive market crap/fail in the end leaving the cream of the crop/survival of the fittest. Link at 13 the other day was a gift.
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Link's Cross Chain Interoperability Protocol launching in a couple of months.

Mark who in the world are you talking about? LINK

 
tentoes4rings said:
We started discussing this in another thread so I decided to start a new thread. Would love to know what sectors and stocks people are in, with successes and if you want to share, bad trades or holds. My brief story below:

Traded a lot from 99-01 but volatility of Dot Com Market collapse forced me out with a decent profit. Fast forward19 years, I dove back in at the bottom in March. Had some success trading Comcast the first week, got caught in a bad trade with Citrix. Had an initial wishlist of NFLX, DOCU, Roku and Comcast. Didn’t pull the trigger quickly enough and watched most run away. Roku and Gartner I’ve been in and out of but just can’t seem to win on them. Two big winners have been DocuSign and Five Nine Inc (FIVN). I’m out now except for a small position in DocuSign, as I expect tech stocks to sell off soon and want to be ready to buy on dip.

Stocks Im looking at adding:
MSFT
AMZN
FB
ROKU
TWLO
FIVN
BX (Blackstone)
Tesla
OKTA
PENN
Walmart
CCL (Carnival)
IT (Gartner)
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I got in on MSFT and AMZN a long time ago. Not for retail and consumer business, but for hyperscaler cloud computing (AWS, Azure). Google is strong there too, if probably less so among larger business clients. FB is precarious in my view, entirely ad revenue driven. Telsa has been bid up awfully far. I'm not sure what ROKU does to grow, especially competing with Amazon, Google and Apple, all of whom have broader platforms and ecosystems. Partnering with the Chinese TV manufacturers like TCL was smart, but is it enough? It's the lesson we should have learned when IBM screwed up and handed the PC industry to Microsoft.

In the tech space, I'm looking at either innovation or a moat or both. Microsoft and Amazon have a moat, so does Goog. TSLA is an innovation play. I bought NOW not too long ago, because it's the absolute leader in what it does, and what it does is a key platform for internal web based process automation. Walmart has a moat, but I think Target is better positioned. I had Netflix early too, back when it was DVDs in envelopes. Didn't see the steaming coming as fast as it did, because the bandwidth wasn't there. It was a learning experience. Docusign is one where they compete with Adobe, Citirix and others. E-signature are here to stay and they are the clear leader, but I expect they may need to be acquired, and integrated into a bigger platform. Something like CRM. That's a company with a moat. In the Software space, I look for ecosystems. Salesforce, Service Now, vmWare, those are platforms. Docusign is an add-on or standalone that is fairly easily replaced by a competitor.

It's tough to pick winners, rather than just going with an ETF.
 
HuskyHawk said:
Damn, opened up Fidelity expecting to be down, and I'm up. Lowes is up 10% today. This is where I say I saw it coming and wish I bought more.
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Expected to see red in my portfolio yesterday too. Fortunately SE and UPST carried the day.
 
Crypto is on fire the last month. This past week ADA and SOL especially have gone absolutely bonkers.
 
After unloading most of US-listed China big tech shares & ADRs in June and July, then exercising KWEB puts and SPY puts this week, and observing LINK, it's been an interesting week. Added some VWAGY, and bit more of prior holdings discounted for varying reasons aside from overall global sentiments and a general run from the mainland hills' sales.
 
Jay-Bone said:
Not sure that will happen though and think steady growth in the 40's and Link in the upper $20's will occur.
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Well, I was right for 2 weeks, but no idea what happens next. Thoughts? Looks to me we will continue to trickle into the 50's and Link into the 30's. After this potential double top, I'm not sure BTC ever goes below 30 again. Unless economic collapse or serious deregulation occurs. At least until BTC obsoletion and dethroning. Crypto is here to stay, that's for sure.

I wouldn't mind BTC levelling out in the mid-50's and alts getting all the growth thereafter.
 
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Stinger92860 said:
I should have shared earlier. I bot LAC in June, now up 23%. I think there is still a lot of room for growth. I bot thinking 12-18 months.
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Smart. Barring alternatives (e.g., Somerville company HuskyHawk mentioned; if it goes public), EV plays will require NON-mainland sourced lithium. If you like LAC, consider observing MP. Within about a year, MP will add US lithium processing on top of current mining. Most/all? US and western lithium miners' depend on mainland processing. So, MP's processing for their own AND 3rd-parties' lithium will be a massive differentiator. Added MP <$12 Oct 20 + more <$24 at May dip. Not selling.

Similarly, EVs will require more copper than ICE vehicles. Despite recent FCX's recent dips, not selling for a few years+. Will add should FCX unexpectedly dip below initial Jul 20 buy price.
 
Da_Aisijimo_Gou said:
Smart. Barring alternatives (e.g., Somerville company HuskyHawk mentioned; if it goes public), EV plays will require NON-mainland sourced lithium. If you like LAC, consider observing MP. Within about a year, MP will add US lithium processing on top of current mining. Most/all? US and western lithium miners' depend on mainland processing. So, MP's processing for their own AND 3rd-parties' lithium will be a massive differentiator. Added MP <$12 Oct 20 + more <$24 at May dip. Not selling.

Similarly, EVs will require more copper than ICE vehicles. Despite recent FCX's recent dips, not selling for a few years+. Will add should FCX unexpectedly dip below initial Jul 20 buy price.
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Que Chinese manipulation of the lithium market soon, will be interesting to see if they crash the price before buying it all up like they did with BTC and copper.
 
Jaker said:
Que Chinese manipulation of the lithium market soon, will be interesting to see if they crash the price before buying it all up like they did with BTC and copper.
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Copper to an extent sure, but the mainland BTC actions specifically focused on reeling in crypto mining's energy use, resulting impacts on energy availability, and further enabling the Central Govt's RMB crypto. Identifying negatives of many a Central Govt policy decision is easy, but less so specifically for mainland residents with the recent crypto policy acts. Just one opinion.
 
RNW (ReNew Power Global), an Indian solar and power company traded up 8% during today's initial day of trading. 5.6 GW of existing power generation, 4.26 GW additional contracted projects in process, 18 provinces of India, established 2011. Fully expect RNW to bounce up and down massively, yet currently up ridiculously with guaranteed breakeven after selling initial $-equivalent of SPAC units. Might be worthy of monitoring. Investor Relations | ReNew Power Private Limited
 
Jaker said:
Is the symbol :$BUD?? lol
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Haha, its a youtube channel for crypto. My godson tells me his 20K is now worth 70 using their training and tips in 8 months. Thats better than my crypto uplift. I’m looking for confirmation.
 
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