OT: Stock and Investment Talk
- Thread starter RU-05
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Follow along, we are talking about what currency is preferred in crime. The treasury department has already nixed the terrorism narrative you, Charlie and the senator tried running out there.
Never said anything about terrorism. But cyber ransoms for 8 figure are always in crypto. We all know crypto is not really currency. Bookies and drug dealers don’t accept. Maybe for whole sale drug trades.
I think it’s obvious that you and some other posters are anti crypto. That’s fine. I’m not trying to convert you . I don’t understand why you post here since those of us that believe in crypto aren’t going to have our minds changed. I don’t like Syracuse so I don’t post on their boards. Respectfully, stick to threads that interest you so that you can add some meaningful posts.
Charlie said terrorism, you said he’s speaking facts. Cyber ransom folks likely think they can beat being traced. Maybe they can. Not a reason to ban crypto
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I’m not anti crypto, just not a cheerleader of crypto. I only commented that Charlie wasn’t wrong. I didn’t realize it was a fans only thread.
Psssst.... There is a dedicated "all things crypto" thread. So crypto enthusiasts should consider posting there, not here. Just a thought....
PCE YoY Core down to 2.8%
PCE YoY Headline down to 2.4%
www.cnbc.com
Is Doomsday Ray getting bullish?
www.cnbc.com
PCE YoY Headline down to 2.4%
Key Fed inflation measure rose 0.4% in January as expected, up 2.8% from a year ago
The core PCE price index was expected to increase 0.4% in January on a monthly basis and 2.8% from a year ago.
Is Doomsday Ray getting bullish?
Ray Dalio says the U.S. stock market 'doesn't look very bubbly'
The founder of Bridgewater, one of the world's largest hedge funds, analyzed the market based on his bubble criteria.
So much for this one:
Shares of NYCB fall more than 20% after bank discloses 'internal controls' issue, CEO change
The regional bank has been under pressure in recent months, in part due to concerns about its exposure to commercial real estate.
Regional bank stocks are rat poisonSo much for this one:
Shares of NYCB fall more than 20% after bank discloses 'internal controls' issue, CEO change
The regional bank has been under pressure in recent months, in part due to concerns about its exposure to commercial real estate.
Agreed. Sometimes stocks that tank are tanking for a legit reason. That includes a bunch of the regionals.
MARA dropped a ton today! Looking for a good entry point for call options.
Pfd was up 3% today. One day you will learn grasshopperSo much for this one:
Shares of NYCB fall more than 20% after bank discloses 'internal controls' issue, CEO change
The regional bank has been under pressure in recent months, in part due to concerns about its exposure to commercial real estate.
All kidding aside, I expect to give back some of those gains today when the market opens. But it’s a yield play for me. Unless I think it’s going belly up I would buy more at double digit yields.
Morningstar has a great tracker for looking at total returns.....price appreciation plus yield. That's what I'm currently focused on, but yields will definitely become more and more important as time goes on!
For WOLF followers....
DURHAM, N.C., March 01, 2024--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF), the global leader in silicon carbide technology, today announced that Gregg Lowe, chief executive officer, and Neill Reynolds, chief financial officer, will be participating in a fireside chat at Morgan Stanley’s Technology, Media & Telecom Conference at 7:25pm ET on March 4, 2024.
A live webcast of the presentation will be available on the Investor section of Wolfspeed’s website. To access the webcast, please visit https://investor.wolfspeed.com/events-and-presentations/
DURHAM, N.C., March 01, 2024--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF), the global leader in silicon carbide technology, today announced that Gregg Lowe, chief executive officer, and Neill Reynolds, chief financial officer, will be participating in a fireside chat at Morgan Stanley’s Technology, Media & Telecom Conference at 7:25pm ET on March 4, 2024.
A live webcast of the presentation will be available on the Investor section of Wolfspeed’s website. To access the webcast, please visit https://investor.wolfspeed.com/events-and-presentations/
Nice way to close the week:
www.cnbc.com
Nasdaq surges more than 1% to take out 2021 record, S&P 500 closes above 5100 for the first time: Live updates
The Nasdaq notched a record high Friday, breaking its previous record from November 2021.
Got back into WOLF at $25.4, up 12%'ish so far. It's only 1/2 of a normal position as of now, so I need to add. I will check this out. Thanks!
The party continues!
www.cnbc.com
Super Micro joining S&P 500 after stock price soars more than 20-fold in two years
Super Micro rode its historic stock rally into the S&P 500 on Friday, replacing Whirlpool.
Good day for good ol’ DELL. Rising tide lifts all boats.
Helium discovery
www.westernjournal.com
Massive Reserve of Helium Found by Minnesota Exploratory Drill, Likely the Biggest Find Ever in North America
"There was a lot of screaming, a lot of hugging and high fives. It's nice to know the efforts all worked out and we pulled it off."
www.westernjournal.com
I believe I recall a recent story about a helium shortage so while this will take some time to get into use finding it has to be a good thing.Helium discovery
Massive Reserve of Helium Found by Minnesota Exploratory Drill, Likely the Biggest Find Ever in North America
"There was a lot of screaming, a lot of hugging and high fives. It's nice to know the efforts all worked out and we pulled it off."
The world is running out of helium. Here's why doctors are worried.
Liquid helium, the coldest element on Earth, is needed to keep the magnets in MRI machines running. Without it, doctors would lose a critical medical tool.
www.nbcnews.com
I believe I recall a recent story about a helium shortage so while this will take some time to get into use finding it has to be a good thing.
The world is running out of helium. Here's why doctors are worried.
Liquid helium, the coldest element on Earth, is needed to keep the magnets in MRI machines running. Without it, doctors would lose a critical medical tool.
A problem with helium is that its fugitive and evaporates when shipped far. US had a federal reserve but sold it to a private company (Messer) with specialty in gasses. Russia has helium but that's all messed-up
The U.S. just sold its helium stockpile. Here’s why the medical world is worried.
MRI machines need thousands of liters of liquid helium to function. Health care workers say they can’t afford any disruptions to the helium supply chain.
www.nbcnews.com
There was also a lithium discovery announced a few months ago
Lithium discovery in US volcano could be biggest deposit ever found
Find could point to new ways to prospect for material in high demand for batteries.
www.chemistryworld.com
MS is Morgan Stanley.
PLTR itself guided to 19% this year.
The consensus of 12 street analysts projects consistent 20ish% growth out through 2027.
The Compound mentioned SNOW in one of their recent editions. Apparantly their stock based compensations, as well as the stock dilution that comes with it, is ridiculously high.
Similar to PLTR in that it is very expensive, 23x Rev's. Their growth rate coming out of their IPO was excellent, but that has already slowed and expected to slow further. Somewhere in the 20-25% range.
ETHE is still a trust that trades OTC(over the counter, not on the big exchanges like the NY stock exchange). It is not an ETF, as it has not yet been approved by the SEC.
Which isn't a big deal, you just pay a bit in fee's and can't trade in extended. If and when it is approved for an ETF, it will convert automatically.
As far as potential upside, I feel like there may be more upside in some of the smaller coins, but also more risk. I also think, at this point, BTC is the only one that seems to have any sort of actual usage, as I see it at least, as digital gold. The other stuff, including ETHE, I'm not sure if there is actual real world usage going on, although they tell you they do various things with blockchain.
As mentioned above, given it's hot run of late, you may look to DCA(dollar cost average) and buy a little to get in, and then look for opportunities to buy more.
Also as noted above, I think it's wise to not put too much of your investments in the crypto basket. I'm currently around 2.25%.
Yeah, I saw that as well. SNOW's comp dilution was 2-3% per year or something like that. Very high, but that's a way to save cash on hand in the earlier years of the ramp up. Just like with PLTR, I think SNOW is going to be one of the first big users of AI. Actually, I'm using SNOW at work via my advanced analytics vendor. They moved to a SNOW platform to help with predictive patient modeling.....which is, searching for likely rare disease patients in epically large claims databases with 40,000+ variables.
As I mentioned a few weeks ago, the AI infrastructure plays are ripping, the next AI rally is going to be who can apply it to their products and make money? Those are the companies to buy now!
PLTR is up 200% in the last 12 months. I think people are already in on the trade.
