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Off-Topic Stock Market & Crypto Discussion

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Hi guise…
S&P hits record high
unemployment down
GDP growth rising
disposable income increasing
inflation down
job growth and unemployment steady
election year…
I see another year of stock market positive growth with interest rates dropping at some point.
 
mr.h said:
Hi guise…
S&P hits record high
unemployment down
GDP growth rising
disposable income increasing
inflation down
job growth and unemployment steady
election year…
I see another year of stock market positive growth with interest rates dropping at some point.
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Record highs everywhere. Very resilient. I’m not sold on rate cuts happening for a while. I was expecting Christmas price cuts to be way more dramatic than they were. These consumers seem fine to buy at the current prices.
 
TheEye said:
Record highs everywhere. Very resilient. I’m not sold on rate cuts happening for a while. I was expecting Christmas price cuts to be way more dramatic than they were. These consumers seem fine to buy at the current prices.
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Dow 38000..
fireworks GIF

JMO..AAPL is a $250 stock..
 
TheEye said:
Record highs everywhere. Very resilient. I’m not sold on rate cuts happening for a while. I was expecting Christmas price cuts to be way more dramatic than they were. These consumers seem fine to buy at the current prices.
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I went to shop for laminate flooring..the products they use under the flooring remain sky high and they wouldn’t budge on price. [I’ll wait]
 
mr.h said:
I went to shop for laminate flooring..the products they use under the flooring remain sky high and they wouldn’t budge on price. [I’ll wait]
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I’ll be happy if the Dow hits 40k by Dec.
 
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Bird4um said:
Think it gets there? Buying any lithium companies?
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Yeah, I do. Probably within a couple months.

Long term, I'm as bullish as ever, especially with the legacy auto makers trimming back production and realizing it's very hard to make mony on EVs Right now.

Only looking at NVDA, DWAC and IBIT.
 
GladeCane said:
Money is not Democrat or Republican. Anyone have any ideas on what's behind the huge rise in DWAC?
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No idea but it’s become my 3rd largest position. I’m thinking this is just a short squeeze.

There are still plenty of catalysts for the year.
1)NH win
2) Haley concedes
3)merger news-expected 1st quarter-2nd quarter this year
4)trading under TMTG
5)Trump presidency?

Many possible short attacks -any court case that goes against Trump.

In theory, TMTG is more than just truth social. Its plan is to hit all aspects of media.
 
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Cmuri said:
No idea but it’s become my 3rd largest position. I’m thinking this is just a short squeeze.

There are still plenty of catalysts for the year.
1)NH win
2) Haley concedes
3)merger news-expected 1st quarter-2nd quarter this year
4)trading under TMTG
5)Trump presidency?

Many possible short attacks -any court case that goes against Trump.

In theory, TMTG is more than just truth social. Its plan is to hit all aspects of media.
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Hope you bought DWAC last week. Anything having to do with Trump is seeing a lot of money pouring in. PHUN is another one.

Couple people whom I trust believe the tide is turning away from Biden to Trump. They believe there is more to Biden's issues then those close to him are letting on. Follow the money.
 
GladeCane said:
Hope you bought DWAC last week. Anything having to do with Trump is seeing a lot of money pouring in. PHUN is another one.

Couple people whom I trust believe the tide is turning away from Biden to Trump. They believe there is more to Biden's issues than those close to him are letting on. Follow the money.
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I bought it all throughout the past 2 years.
My avg is $21
would buy whenever there was a hit piece on it or Trump.
What’s interesting is that there was a defamation lawsuit won by the company so you won’t see those hit pieces as often anymore.

I don’t own Phun but have been bagholding RUM for a bit. Avg$7.50
 
Cmuri said:
Figure an update for the year. That post is from February 2023

Top positions:
1) TSLA - Elon continues to keep his mouth open, but can’t wait for Cybertruck results.
2) MSFT- safest stock in the market next to Apple
3) NVDA - what a year!
4)AAPL - it’s Apple. Nuff said
5) NTDOF - the Disney of our generation- Mario movie a success. Intellectual property for this company is insane.

6)Google- time to possibly accumulate more under $130
7) BA- long term holder, waiting for dividend reestabilshment
8)AMZN- it’s amazon. Still accumulating shares. Preferably under $130
9) ABBV - 5% divy, yes please.
10)DWAC -Trump2024!

11) DIS - go woke, go broke
12)TTD- great year.
13)ISRG - davinci robot monopoly
14)Netflix- bought the dip
15)Shopify- e-commerce that takes advantage of the little guys.
16)AMAT - chips need chipmaking equipment
17)ABNB- still holding and accumulating, but still in the red.
18)Oracle- loaded up 15% of position. Been in it since before cerner acquisition.
19)WMT- slow and steady. Would love to add sub $135
20) sbux - added some last week after 10-11 red days in a row. :)
21)DE
22) TGT
23)Sony
24) AMD
25) HD
26) Dexcom
27) Uber

those account for 80% of my portfolio.


Honorable mentions- ATVI -longterm holder got bought out by Microsoft over 20% gain.

sold Adobe today for more oracle. Sold some meta for more oracle.

Positions with under 1% of portfolio, NOW, Costco, jpm, Axp, salesforce, ASML, arm, Nike, pins, crowdstrike, Cisco, meli, path, meta
small positions but have been solid. Have quite a bit more but overall it accounts for less than 20% of my stock portfolio.

After this circlejerk of 2023 it’s looking like a good area to take a little profit, but sometimes it’s easier said than done.

For those who read all this. Cheers
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Evidence from Dec 12th.
 
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