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OT: Stock and Investment Talk

WOLF has a bit over $2B in cash on hand, but $6B in debt, with operating and construction costs of a $1B-plus for the new NY plant and a $5B-plus for the build of the JP facility in NC. Have to think they'll get some CHIPs Act $$$, but having to recast its application as WOLF is not categorized at a silicon chip manufacturer but is a silicon carbide-based manufacturer. That said, they are certainly a next-gen part of the nation's strategic supply chain. So CHIPs $$$ would be viable. Much foreign interest waiting in the wings, as leverage, or a validation of WOLF's technology.
Up 10% today.

Still need to see it break that down trend.

Whats the annual revs?
 
Up 10% today.

Still need to see it break that down trend.

Whats the annual revs?
No leap calls today for WOLF! Let's see if today's rally fades. Also, BA is at a new 52-week low. Any takers? :)
 
MSFT up 7.5% on the week. Another 7.5% gain would put it near ATH level…so should people sell? I don’t know but I do know it is a stonk.
Game Stop GIF
 
MSFT up 7.5% on the week. Another 7.5% gain would put it near ATH level…so should people sell? I don’t know but I do know it is a stonk.
Game Stop GIF
I have sold some as MSFT moved upward but still have most expecting close to ATH right before earnings date Oct 22. Same with META and GOOG. It can be considered a long term hold.
 
Seems like a good idea. I still own this dog. By the way, GEV may be a new meme stock! Up to $230.
A former co-worker left for GEV about 9 months ago. I remember looking at the company and thinking the electrification piece was interesting. I should have jumped on it!
 
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A former co-worker left for GEV about 9 months ago. I remember looking at the company and thinking the electrification piece was interesting. I should have jumped on it!
Just wish I bought more! LOL.
 
Anyone have a fresh/good “electrification” play to consider? I hate buying stocks like GEV and PEG after run ups.
 
Thoughts on TLT? Its off its bottom but not by much. If a rate cutting cycle is about to begin shouldn’t this be a good time to jump in? Im a little surprised it isn’t front running the move more.


3.57% div.
 
Thoughts on TLT? Its off its bottom but not by much. If a rate cutting cycle is about to begin shouldn’t this be a good time to jump in? Im a little surprised it isn’t front running the move more.


3.57% div.
I believe it is up fairly significantly the last 3 months already in anticipation of the cuts. Isn't it?
 
Thoughts on TLT? Its off its bottom but not by much. If a rate cutting cycle is about to begin shouldn’t this be a good time to jump in? Im a little surprised it isn’t front running the move more.


3.57% div.
TMF is the better play! Screw the dividend.
 
Thoughts on TLT? Its off its bottom but not by much. If a rate cutting cycle is about to begin shouldn’t this be a good time to jump in? Im a little surprised it isn’t front running the move more.


3.57% div.
What is your objective with TLT in terms of fixed income asset allocation?
 
I believe it is up fairly significantly the last 3 months already in anticipation of the cuts. Isn't it?
It is, but relative to where it was 2 years ago it’s pretty muted.

Of course that was when rates were zero.

I dunno. Just a thought.

Edit: I guess these track the bond market not the actual fed funds rate, and thus the move is in?

I also think bond market may be expecting more cuts then we will actually see.
 
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It is, but relative to where it was 2 years ago it’s pretty muted.

Of course that was when rates were zero.

I dunno. Just a thought.
I've had TLT and TMF on my watchlist for quite a while, but I just missed the move. At least, the move to date. FYI, Stephanie Link buying XOM and CMG.
 
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I've had TLT and TMF on my watchlist for quite a while, but I just missed the move. At least, the move to date. FYI, Stephanie Link buying XOM and CMG.
I bought a little CMG as well.

WTI has rebounded off the $65 mark. Back up over $70. Still wary of equities but i do still own DVN and SLB.

Sankey(big oil guy) was on fast money recently. Think he said if there was a buy in oil XOM is it.
 
How will the interest rate cut play out market up or down.

Does a half point cut help or hurt if it happens?
 
How will the interest rate cut play out market up or down.

Does a half point cut help or hurt if it happens?
Some are calling for .50%, but I think the market will response best with .25% and slow/steady cutting. And when I mean response, I mean over the next several weeks.
 
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Wow, I didn't expect that. I know the market was 2/3 predicting 50bps, but I thought the slow and steady approach would be more Powell's style. I guess this is an indirect signal that they admitted July should have been the first cut (which I agreed with).
Not surprised the market likes the call though. The idea that it would spook the market sounded fugazi.

Also not surprisingly the RUT leading the way early at +1.5%
 
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Not surprised the market likes the call though. The idea that it would spook the market sounded fugazi.

Also not surprisingly the RUT leading the way early at +1.5%
+1 - has nothing to do with panic or predicting doom.
As mentioned above, to me, it says Powell believes he should have started the cutting cycle in July, which seemed like a very close call. Powell/Fed doesn't want to play catch-up anymore and that is a very good thing.
 
The trading algorithms are comical. Had no idea what to do this afternoon. Probably best to ban the use of them. Make humans make human decisions. LOL!
 
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