All the funds own NVDA already. Everyone and every fund owns NVDA. That’s why it will have a hard time DOUBLING next year. I’m sure the stock can keep performing. We are talking about it doubling in 12 months.
OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
Must be taking share from somewhere - indication of sluggish EV sales (Tesla / Rivian)?
Don't think it's a market share issue.
GM's sales through the first half of the year were down. Granted this was a the 3rd qtr, but I think this is more a pricing/margins story.
Supposedly just onions not meat, confined to 10 states, and recall successful…wondering if stock rebounds quick…
Renewed growth for an old dividend payer.
Thinking about MCD…
I was about to pull trigger on ASML at $680 but I blew it. Been keeping eye on it. Too busy day trading OKLO.
Funny but not surprising that QSR (Burger King’s parent) is up 4% after hours while MCD is down 5% after hours. QSR stock is “cheap” and has a dividend yield over 3% and sells at about a 18 PE. QSR also has Popeyes and Tim Hortons.
News like that can provide an opportunity eventually just like CMG a decade or so ago when they had their issues.
Think there is a little more runway, but $60 is probably a top, at least in the short/intermediate time frames.
BA is kind of like China. Just always seem to be waiting for the next wave of bad news.
Now up +12%.
Made a small move today. In my core/FSI stock basket, sold KLAC (up 30%) and replaced with UNH. KLAC has been a solid stock, but their exposure to China is becoming problematic.
After this pump, not too sure about that. You are sucking wind on those awful treasuries.
Last edited:
Happened with GM. And BA is more essential to the US economy and security than GM since there were other US automakers.
The strike was the bottom for GM. Up a double since.
Now GM makes a ton of money(and buying back a ton of stock), while BA has been in the red, but eventually BA should turn that around, and when they do, the stock should do well. Then again, if they keep stubbing their toe with quality control issues maybe they don't.
Down less then 3% premarket. So the market was not pricing in an agreement.
Doesn't sound like that's in the cards in the near term.
Some talk of them raising/borrowing money though.
I think the positive spin is they have are past trough rev's/earnings and are now ready to get growing again.
I dumped those SOFI calls way too early. Not a good trade! Time for revenge puts? :)
Similar threads
