USA Stocks discussion - Part 3

[twosix]

You do not seem to know how to stock pick.

Govt policy is a big factor in stocks performance.

Trump policies will support
1. natural gas
2. small modular nuclear
3. US manufacturing boom (MAGA policies)

and stock picks along those lines may bring extraordinary results from 2025 onwards. Now how about you contribute something that can help us all make loads of $$.

Two ways big money is made in stock market:

why should i listen to ur own takes? whether what he wants can materialise or not is highly questionable. us manufacturing boom? they r so expensive, how to chicaboom? haha... think critically pls.

 

[stanlawj]

.

2. small modular nuclear
What is the best way to invest in nuclear?
Those data centers need yuuuge energy.

3. US manufacturing boom (MAGA policies)
Time to buy INTC LEAPS?

Small modular nuclear technologies supply chain

• CCJ (they own Westinghouse)
• BWXT (supply fuel for US military)
• LEU (supply fuel for US utilities)
• US/Canada uranium miners: CCJ, EU, UEC, DNN

Much more risky:

• LTBR
• SILEX Systems (SLX on ASX exchange)
• SMR (very risky stock, have to dilute shares to stay in business, trades like Carvana)
• Personally for Q3 2024 onwards, I'm invested in Global Atomic Corporation (GLO on TSX exchange, GLATF on US OTC exchange) which is waiting for US DFC bank debt financing decision as catalyst for 2X rerate by end of Q4 2024 (latest Q1 2025) (note the time frame, it's not a buy-n-hold forever)

US manufacturing boom

• CIEN (Ciena corp, optical networks between datacenters - this I get from Citrini Research)
• ETN, FAST, HUBB (industrial & electrical) - need to wait for correction.
• INTC is still a long-shot bet, because leadership recovery is dependent on the high-NA EUV which only starts with Intel 14A process in 2027. News of progress may leak out only in 2026, so now may be still too early for Intel 14A. Intel also needs a culture change, I heard that they are losing datacenter market badly to NVIDIA and AMD due to inability to design for customer needs.

2024 -2025: Still no Intel 14A. Looks like AMD is still a better bet than Intel for 2025.

why should i listen to ur own takes? whether what he wants can materialise or not is highly questionable. us manufacturing boom? they r so expensive, how to chicaboom? haha... think critically pls.

Yes, timing also need to consider. Otherwise, buy high and sell low is lose money.
So what's your stock picks and reasons? If you have none (or no reply), I'll just accept dca into SP500 ETF (SPX) as your default/passive investment choice in US market.

 

[d9_lives]

Pls leave politics out of this thread.

Aren't you that decathlon kid?
You've had your chance.

Politics, elections all affect stock markets.

Hush now and go back to your room.
The adults are talking.

 

[stanlawj]

For natgas addicts:
US natural gas (HenryHub) price below $2 appears to be a good buy because it never stays below $2 for long.
Inflation-adjusted $2 today is like $1.65 in 2020 Covid bottom price.

https://www.usinflationcalculator.com/

 

[twosix]

Relax and enjoy this article…

 

[d5dude]

https://www.wsj.com/tech/ai/chinas-ai-engineers-are-secretly-accessing-banned-nvidia-chips-58728bf3

Now we know why US sanctions havent reduced demand for Nvidia chips, all its done is divert demand from US hyperscalers like Amazon to smaller datacenters.

Not surprisingly, Singapore is also a big player in this "China washing" business. This is part of the reason why the global CRE glut hasnt been too bad in SG, we are getting lots of business thats linked to China.

 

[lordlad0]

@lordlad0

U tag me on this for what..,

 

[stanlawj]

U tag me on this for what..,

Nvidia/AI boom is going to face a bottleneck in electrical power supply. If Nvidia's customers can't get enough steady electricity, they won't be able to invest in their AI datacenters, which is unacceptable, hence the power generation investment is also needed.

https://www.amazon.jobs/en/jobs/274...center-engineering-power-generation-solutions

Principal Nuclear Engineer, Datacenter Engineering, Power Generation Solutions​

The successful candidate will have experience in end-to-end nuclear power project development process from design, regulatory licensing, site permitting, constructability and operations.

The candidate should be highly skilled in the design and operation of both utility-scale and small modular nuclear power plants, understanding design and constructability of various reactor designs inclusive of both the nuclear steam supply system and balance of plant. Within Amazon, the candidate will collaborate with a multi-disciplinary team across energy, engineering, construction, environmental, legal, policy, public relations, Operations, and community engagement teams. The candidate must navigate the permitting and regulatory processes to help AWS deliver capacity-enabling projects. They must be able to drive key stakeholders across Amazon teams and also with utilities and energy companies to deliver such projects.

PREFERRED QUALIFICATIONS​

• Master’s degree or higher in Nuclear Engineering
• Senior Reactor Operator license or Shift Technical Advisor experience.
• 15+ years of relevant design experience deploying utility scale power plants across the United States.
• Direct experience with the design, construction, operation, and maintenance of generation plants, nuclear plants, energy storage assets, and substations.
• Experience with fast-track design/build projects and or multiple significant upgrade projects.
• Possess excellent communication skills, attention to detail, maintain high quality standards.
• Capable of working in a highly fast-paced, ambiguous environment, managing conflicting priorities and deliverables

https://www.ans.org/news/article-5842/amazon-buys-nuclearpowered-data-center-from-talen/
Amazon buys nuclear-powered data center from Talen
Thu, Mar 7, 2024, 9:01PM

 

[homer123]

Nvidia Will Rise 15% Tomorrow Jim Cramer Said​

 

[d9_lives]

The top dogs in our org. believe that the AI thingy still have a long runway for growth.

Do what you must with this info.
Position (ai related): 15 csp nvidia, 1,000 amd, 1,100 dell, 5,000 pltr and 5 calls avago.
LFG!

 

[endlssorrow]

Buy adobe better

 

[sohguanh]

BRK.B join the trillion dollar market cap crowd finally. Anyone so rich buy BRK.A instead?

 

[d9_lives]

WTF? Nvidia beats and I see red???
Didn't Jensen pepper his speech with enough "AI"?
Cramer Effect is working?

My morning is ruined.

 

[stanlawj]

That's why, I use BRK.A as benchmark. I still underperform BRK.A in my portfolio performance by a little. Very tough to beat his strategy of holding lots of T-bills and buying only undervalued business.

BRK.B join the trillion dollar market cap crowd finally. Anyone so rich buy BRK.A instead?

 

[stanlawj]

WTF? Nvidia beats and I see red???
Didn't Jensen pepper his speech with enough "AI"?
Cramer Effect is working?

My morning is ruined.

It is just market makers or option market makers moving the price around to reap biggest rewards. Too many bulls already.

 

[quekkb]

BRK.B join the trillion dollar market cap crowd finally. Anyone so rich buy BRK.A instead?

I bought BRK.B @ $148.88....

 

[wutawa]

WTF? Nvidia beats and I see red???
Didn't Jensen pepper his speech with enough "AI"?
Cramer Effect is working?

My morning is ruined.

https://www.cnbc.com/2024/08/28/nvidia-announces-50-billion-stock-buyback.html

With Nvidia’s shares dropping 4% in extended trading despite reporting solid financial results and announcing a stock buyback, some experts believe the company has been doing so well that it is getting harder to impress investors

I hope this can make u feel better?

 

[d9_lives]

https://www.cnbc.com/2024/08/28/nvidia-announces-50-billion-stock-buyback.html

I hope this can make u feel better?

Already feel much better since last night. Everything just stonk!
All 3 accounts hit all time high.
Nvidia needs to drop a bit more so I can get assigned
i don't mind holding nvidia @115

 

[twosix]

There's always ups and downs. If it goes up only or down only, then i will be worried.

 

[sohguanh]

https://www.cnbc.com/2024/08/28/nvidia-announces-50-billion-stock-buyback.html

I hope this can make u feel better?

In theory after buyback the shares float become lesser so price per share should rise up logical?