OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
Pure car companies are tough stocks to own.
In other news, nice double beat for GOOGL:
That's because total returns are awful. Aren't you too young for a rocking chair?
It’s not about age. More about wealth. When you transition from FOMO to FOLM, you’ll understand fixed income…….or cash positions.
Total returns are total returns. Why settle? Sure, perhaps individual bonds have a place in retirement, but not for a Gen X'ers (which I think you are). Man-up. :)
At least you aren't still pimping treasuries! LOL.
Of course I’m buying T-bills. Where else would I park cash.
So when you want to buy when the market is down you sell the market to buy it back? Can’t add to exposure when you are fully invested.
Never fully invested when new money keeps coming in. Once that ends, we can adjust. Also, you can reallocate as needed, since it is unlikely everything goes down the same amount. Pushed heavy into tech/growth all through 2022 and it massively paid off in 2023 and 2024 YTD.
Gotta feel sad for those in treasuries during the last 18 months.
Tesla went from being a stock that was based on EVs taking over the world to a decelerating sales story and now the hope of robotaxis and humanoid robots. But the story of the quarter is decelerating margins, sales.
Ironically, Tesla made $890 million on regulatory credits at the same time the CEO was ok with Trump administration removing all subsidies (an in all likelihood regulatory credits for carbon emissions). Imagine how bad the Tesla quarter would have been off the $890 million were removed.
Make it make sense that the guy always pumping Intel and other garbage is always ripping people for fixed income
There are a couple theories as to why the stock dipped on the backside of earnings including the China concerns I mentioned above, but the most impactful selling pressure may have just been profit taking. GM was up a near double off it's Nov lows.
I added. Increased my position by 25%.
Plenty of great low state tax states. Even in NJ, you would still be way ahead. Buying treasuries is like giving up (if you are not in retirement or very close to it).
He's toned it down some, typically qualifying his judgement in that near or in retirement Treasures are acceptable. At a certain point, once you've "won," you focus on wealth preservation, income, and limit exposure to risks that may have once been acceptable.
In general, though, being an aggressive investor or trader may be fine in context of having a 20+ year window to build wealth. You may be able to withstand a setback or two, and recover. But experience is the best teacher. If you've experienced sizeable losses and crazy market dynamics, you certainly learn the value of value and diversification.
So... there's that....
Is your portfolio 100% equities or something like 80/20? How close are you to retirement?
Sold last week at $242.
Now where to get back in?
Think this earnings will weigh fairly heavy. But the FSD story has the bulls feeling optimistic. And that downward trend was broken. Let's see if it wants to hold this short term upward trend.
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Learned a lot from 2008/2009, 2018, 2020, and 2022. Hold steady and keep buying.
I'm pretty close to 100% equites. The only significant investment I have with bonds is PRWAX/TRAIX. This is the T Rowe Price Capital Appreciation Fund. Allocation fund managed by David Giroux. One of the best managers in the business. 2/3 equities, 1/3 bonds.
So, let's say I'm at 95/5. About 10-15 years from retirement.
Now it’s a fund of funds company. Just made a little fun money on my Tesla put. Real time data from me.
100% equities is not aggressive, it’s what we call stupid long trade. I’m aggressive at 75/25.
Intel in trouble with crashing cpus.
Crashes and stalls with no software/firmware fixes on the horizon.
Its gamer geeks who discovered the flaws (since games kept crashing) and while Intel makes its money on server hardware, the gamer discoveries will wash over enterprise as usual. AMD has been problem free
Intel’s woes with Core i9 CPUs crashing look worse than we thought – Team Blue really needs to act now to fix this mess
YouTuber highlights further concerns uncovered via game crash logs and more besideswww.techradar.com
Intel problems are worse than ever.
Processors are also failing because of oxidation in the hardware so no microcode fixes for that.
Nobody knows how widespread the problem is and people will assume the worst.
Processors are the one PC unit that practically never fail and nobody wants to start worrying about that.
600 cpu's could fail but nobody knows if it will be 60,000 in five years - no resale value.
"Intel confirms fears about its biggest failure in years"
Intel has confirmed the suspicions of two main problems causing instability issues with its 13th and 14th Gen CPUs, oxidization and excessive voltage.
https://www.tweaktown.com/news/9950...about-its-biggest-failure-in-years/index.html
You just don’t understand math. Like you can’t add to a position when you are 100% long.
Chipotle still rolling along:
NOW with the clean double beat. Should be a big AI winner! Buy and hold and then buy some more.
NOW with the clean double beat. Should be a big AI winner! Buy and hold and then buy some more.
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