100% agree. For me it makes little sense to sell a stock where I am sitting on a 761% gain, when I have many other stocks that are just as vulnerable to corrections that have lower gains.
AAPL is an interesting stock. Obviously Mag 7, yet kind of defensive due to remarkable cash flow, buybacks, and loyal customer base. Probably one of the last stocks that should be sold.
I've read about Structure Therapeutics a few weeks ago. It's one of the small companies trying to break into the GLP-1 race (with oral being the holy grail). Viking Therapeutics is also another name that comes up quite often. It's a crowded space and I assume if one of these assets hit in clinical trial, the company would get bought by Novo or Lilly.
Sounds like OCGN may need to do a big raise very soon. May be a good buying opportunity afterwards!
Possibly. If they announce a partnership first, it will give cover to any dilution that may follow.
Touched $230 this morning. Good buy. I’d expect a lot of momentum into the robo-taxi event in August.
Happy I bought the dip and added to my position.
Not exactly sure, that’s why I said the momentum would run into the event. Could very well be a sell the news situation short-term. A demo of the actual vehicle would be nice. If there’s a clear timeline and any connection to a cheaper model, I’d expect this run to continue.
Depending on the run up I may sell prior.
Ya truthfully it's already way ahead of that Apple move. Probably not that comparable.
Decreased production was expected due to the plant closure. Need to find a good re-entry point. Also eyeing UBER, may with leap calls. You still in on that one?
Seeing a lot of notes like this out there as well…
TSLA continues to pump. Over $245 to close this short session.
Fade the greatest stock picker of our time at your own risk.
Although I was already proportionally heavy in energy, I took a position in SLB two weeks ago. So far so good; up over 6%. I’m sticking with all my energy related stocks, and also picked up D, SO and NEE recently.
I haven’t tracked this specifically, but I believe I am in the green by a fair amount. Most of my option plays turn out to be losers, but the few I really hit on, the returns were crazy. So low batting average but high HR rate. LOL!
I’ve typically sold calls or sometimes puts. Haven’t really bought much
I have a small position with D. All three of those you mentioned are utilities, right? Other than SLB, which others are you bullish on? SLB seems like a good play.
TSLA + China:
I have OXY, CVX, XOM, ENB, DVN, KMI, and SWN. Wouldn’t say bullish, but energy usage will continue to rise for the foreseeable future and I also get the dividend.
About 50 million Americans own BTC, including a majority of those from younger generations. As the boomers and Schiff's of the world die off, demand for BTC will continue to grow. Simple supply and demand.
