USA Stocks discussion - Part 3

[yslvlys]

how come no news?

Maybe he's still buying, can't reveal yet. Buy enough liao then can say

 

[mooseolly]

Bought some HSY recently when it dropped to $172.5, then after that it rally to $200 on rumours but never sell. Regret siah. But actually want to sell at about $210 to $220 in the future so I guess just hold.

 

[stanlawj]

Prof Hanke does it again!

 

[narutos]

Goooooooooooogle to da moon !!!

 

[DevilPlate]

Prof Hanke does it again!

Lets see his golden rule of 6% M2 theory work out next yr.

 

[wutawa]

Goooooooooooogle to da moon !!!

I tink the new chip very powerful. I am holding with 46% profit.

https://www.channelnewsasia.com/world/google-willow-quantum-computing-chip-cna-explains-4800366

 

[d9_lives]

I tink the new chip very powerful. I am holding with 46% profit.

https://www.channelnewsasia.com/world/google-willow-quantum-computing-chip-cna-explains-4800366

We are on the same side. I am holding AVGO.
Google, Open AI and now Apple, are working with Broadcom for their own chips. All these beefy guys will throw tons of money to AVGO.

My calls are already deep itm.
Earning tomorrow and I am expecting stellar results, especially the revenue from vmware.

Edit: position Dec 27 165 x 30 calls.

 

[d9_lives]

I share mine first.
NU, AVGO, and CELH. I have positions, like 200k in all these 3.

Added INTC last night.
I expect it to stonk massively with the announcement of Johnny Sins as the new CEO.

Position: June 2025 24 x 50 calls.
Purely speculative hence small position. I don't expect much from INTC.

 

[stanlawj]

This should mark the top in Trump trades.

https://apnews.com/article/trump-st...bell-ringing-eb10badaba2347eeb3d44e7ddf805c88

Donald Trump will ring the New York Stock Exchange bell as he’s named Time’s Person of the Year​

Update: it's done

 

[stanlawj]

Lets see his golden rule of 6% M2 theory work out next yr.

For those who don't know about this 6%:
"Prof. Steve Hanke states that a 6% annual growth rate in M2 (a broad measure of money supply) would most likely keep inflation around the 2% mark. He has argued that this 6% figure, known as Hanke's Golden Growth Rate, is crucial for maintaining inflation at the Federal Reserve's target of about 2% annually. This perspective is part of his broader theory on the relationship between money supply growth and inflation, where he suggests that material changes in the money supply have a lagged effect on economic growth, spending, and the pace of price increases."

IMO, next year will be disaster if DOGE starts cutting the US govt employment and budgets. M2 likely to shrink a lot.

 

[DevilPlate]

For those who don't know about this 6%:
"Prof. Steve Hanke states that a 6% annual growth rate in M2 (a broad measure of money supply) would most likely keep inflation around the 2% mark. He has argued that this 6% figure, known as Hanke's Golden Growth Rate, is crucial for maintaining inflation at the Federal Reserve's target of about 2% annually. This perspective is part of his broader theory on the relationship between money supply growth and inflation, where he suggests that material changes in the money supply have a lagged effect on economic growth, spending, and the pace of price increases."

IMO, next year will be disaster if DOGE starts cutting the US govt employment and budgets. M2 likely to shrink a lot.

This yr M2 growth rate been below 6%.
Given it lags ~12mths, should see inflation close to zero or even deflation by mid-end next yr.

Direct opposite of mainstream inflation resurgence fear next yr due to tariff blah blah
Lets see who is right

 

[stanlawj]

This yr M2 growth rate been below 6%.
Given it lags ~12mths, should see inflation close to zero or even deflation by mid-end next yr.

Direct opposite of mainstream inflation resurgence fear next yr due to tariff blah blah
Lets see who is right

OMG... reading is one thing, applying is another. I totally ignored the lag effects. We should be looking at M2 for this past year to know the effects for next year.

 

[d5dude]

https://www.cbsnews.com/news/trump-...hair-ronald-johnson-u-s-ambassador-to-mexico/

New FTC chair is market friendly. No more anti-trust lawsuits on big tech and crackdowns on M&A.

 

[DevilPlate]

https://www.cbsnews.com/news/trump-...hair-ronald-johnson-u-s-ambassador-to-mexico/

New FTC chair is market friendly. No more anti-trust lawsuits on big tech and crackdowns on M&A.

No wonder Tom Lee stock God forecast 7k SPY by mid 2025.

But end 2025 corrects to ~6600 due to market cycle.

 

[d9_lives]

We are on the same side. I am holding AVGO.
Google, Open AI and now Apple, are working with Broadcom for their own chips. All these beefy guys will throw tons of money to AVGO.

My calls are already deep itm.
Earning tomorrow and I am expecting stellar results, especially the revenue from vmware.

Edit: position Dec 27 165 x 30 calls.

Working with 3 BIG guys -> checked.
Stellar results -> checked.
Vmware increase -> checked.

As expected, easy money.

www.cnbc.com/amp/2024/12/12/broadcom-avgo-earnings-report-q4-2024-.html

Still waiting for that power stock from @elvintay07

 

[limster]

Maybe he's still buying, can't reveal yet. Buy enough liao then can say

Still waiting for that power stock from @elvintay07

Hope he's not one of those that only post winners and hide the losers...... its ok to share losses too. I am still red for my HK/China ETFs but slowly getting better

 

[Dinoboyboy]

Congrats to all avgo holders. This was my 12.12 hoots.

 

[d9_lives]

Congrats to all avgo holders. This was my 12.12 hoots.
View attachment 53054

You sir, have good taste in stock.

AMD however, is an acquired taste.
I sold my amd with 34k loss and replaced them with some amd calls. Let's see if I can recoup some.

Now hold my hand, I am flying you to the NU wonderland.

 

[init00]

You sir, have good taste in stock.

AMD however, is an acquired taste.
I sold my amd with 34k loss and replaced them with some amd calls. Let's see if I can recoup some.

Now hold my hand, I am flying you to the NU wonderland.

i see NU keep drop drop drop nia, like no power one.

 

[TerryPower]

NU, MARA, FBTC and NVDA are in my watchlist

Don't know which one to hold for mid-term (like 3 months+)

Or just go for something safe and simple like SCHG