OT: Stock and Investment Talk

[RU-05]

EXPE balancing out the loss in my portfolio, up over 6% on double beat.

Reinstituting a div. Nice.

ELF down 10% on it's earnings. I sold that dog the other day. Took a pretty big hit on that one.

 

[RU-05]

PINS ripping. up 27%.

No ownership here.

 

[RU-05]

Added to BBAI. Still a small position. Still looking to add.

 

[T2Kplus20]

So 56 is too many?😂 But there are so many more I want to buy.

Josh Brown selling MCO to Al Michaels.

Some lady telling a compelling story regarding FTAI (recently tanked on a short report which she said was inaccurate).

Lam Research.

LOL! I'm not that much better. My custom large-cap basket is 33 stocks (which I track against the S&P 500). I have 7 or 8 extra holdings which include my leap call plays and also 6 clinical stage biotech in a second custom basket. So, that's about 46 or 47.

This afternoon, I finally bought WOLF Jan 2026 calls. Maybe a big pop once the new CEO is announced. This is more of a trade.

 

[T2Kplus20]

Added to BBAI. Still a small position. Still looking to add.

I'm watching very closely, just hoping for it to settle a little more.

 

[T2Kplus20]

Don’t really like him and never really watched his show once I saw what it was about. Fast Money since its inception with Dylan Ratigan was a show I’ve liked and continue to watch here and there currently. Also liked that they’ve had chart technicians as guests like Louise Yamada, Carter Worth, etc over the years.

Cramer is just a clown show but it doesn’t mean he’s always wrong. I’m sure he’s right sometimes and wrong as well just like anyone else. Mad Money is grating to me but like mentioned above, in the morning he’s tolerable lol.

If you’re in a stock it should be independent of him or anything he says. Unless he says something that changes/affects your reasoning for being in that stock, it shouldn’t matter what he says.

Fast Money is awful. Dan Nathan and Guy D are every bit as wrong as Cramer. Both are hopeless permabears that were scarred by the dot.com crash.

Halftime show with Josh Brown, Stephanie Link, and a few others is the best on CNBC.

 

[RUAldo]

Fast Money is awful. Dan Nathan and Guy D are every bit as wrong as Cramer. Both are hopeless permabears that were scarred by the dot.com crash.

Halftime show with Josh Brown, Stephanie Link, and a few others is the best on CNBC.

If CNBC had any balls they would track picks/recommendations and show their batting average below their names. Would love to see how guys like Nathan, Guy, Kramer, etc. perform.

 

[RU-05]

Fast Money is awful. Dan Nathan and Guy D are every bit as wrong as Cramer. Both are hopeless permabears that were scarred by the dot.com crash.

Halftime show with Josh Brown, Stephanie Link, and a few others is the best on CNBC.

Closing Bell with Wapner is also good.

I like Fast Money though. Very entertaining even if Guy and Dan have gone to the dark side. And it is good to have some bearish voices.....though those guys have gone way too far.

 

[T2Kplus20]

Closing Bell with Wapner is also good.

I like Fast Money though. Very entertaining even if Guy and Dan have gone to the dark side. And it is good to have some bearish voices.....though those guys have gone way too far.

I gave up on Guy and Dan's YouTube channel. Such a waste of time. Same thing over and over and over again. Closing Bell is very good as well. Tom Lee is on that one quite a bit.

 

[RU-05]

I gave up on Guy and Dan's YouTube channel. Such a waste of time. Same thing over and over and over again. Closing Bell is very good as well. Tom Lee is on that one quite a bit.

Same.

 

[T2Kplus20]

Amazon

View embedded media

Outstanding quarter! Perhaps a little sandbagging on guidance, so AMZN is current down 2%.

https://www.cnbc.com/2025/02/06/amazon-amzn-q4-earnings-report-2024.html

 

[T2Kplus20]

Same.

Been watching some JC and Strazza on their morning show. Charts out the ass! Not high-end production value, but still good content to start the day.



Also, a channel called Blue Cloud Trading posts CNBC's Halftime Show and highlights JB quite a bit.

 

[rutgersguy1]

Fast Money is awful. Dan Nathan and Guy D are every bit as wrong as Cramer. Both are hopeless permabears that were scarred by the dot.com crash.

Halftime show with Josh Brown, Stephanie Link, and a few others is the best on CNBC.

Josh Brown and Stephanie Link are Fast Money contributors. Dan Nathan I don’t like, Guy Adami is okay. You pick and choose which ones you think give some good insight like anything else. Some are good and some I don’t bother about.