> It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

#1 2025-02-20 03:27:23

RockHardConservative wrote:
Hmm, maybe I will. I have to call Vanguard, I can't do a buy order on an OTC.

Note: That wasn't a recommend from me, the UBER/SMCI guy - that was from someone else.

#2 2025-02-20 03:38:33

wrote:
Note: That wasn't a recommend from me, the UBER/SMCI guy - that was from someone else.

Yep I noticed that, frendo. What do you think about Blackline Safety?

#3 2025-02-20 04:01:36

RockHardConservative wrote:
Yep I noticed that, frendo. What do you think about Blackline Safety?

Not that dude, but if you invest in OTCQX stocks, you're a braver man than I am.

Strong pass from me.

#4 2025-02-20 04:47:34

RockHardConservative wrote:
Yep I noticed that, frendo. What do you think about Blackline Safety?

I've never heard of it. My basic strategy is to look for stocks that are asymmetrically priced vis-a-vis their sector/theme, or good stocks that have had a serious event significantly impact their price (CRWD, SMCI, BA, etc.), but are likely to recover.

Given that, right now, the only stocks that fit those categories and about which I have a strong conviction are UBER and SMCI. BA was a good buy about $30 ago, and I suppose if you wanted to take a long position in it you'd do well, but that's not the sort of pick I like to tell people about (I'm interested in >25% returns in <12mo timeframes).

These sorts of plays aren't frequent, so you have to be patient. I see another potential pick at the moment, but it will take a few months to determine whether or not it's going to print (I need some MDA data - momentum is a key indicator); if I think it's going to play out, you can be sure I'll let the board know.

#5 2025-02-22 20:02:30

Short interest in SMCI is about 19% - if it's 10k looks good and NVDA earnings are strong, there is a potential squeeze coming.

As I said in my original post, this is not like my UBER pick - that was a long hold. SMCI is going to be volatile - it's either going to moon or crash.

#6 2025-02-23 02:06:31

And 80% on the crash.

#7 2025-02-26 01:58:16

Well, that didn't go as planned. While SMCI filed their 10k, and that did result in a 20% pop after hours, it really sold off prior, so I'm flat on the trade (I bought it below today's close, but I kept buying it all the way up to $59, so my basis is where it ended up today). Nevertheless, I'm inclined to let this ride; I'm going to put a stop at $50, and if that's what happens, so be it - this was always a risk. That being said, if I hadn't gotten greedy and kept buying, I would have been better positioned. If NVDA prints tomorrow, that would be great for SMCI and make my bull case more likely.

Anyway, Uber has held up incredibly well during this sell-off, and I'll be buying more if it breaks below $70.

#8 2025-02-26 02:27:37

Gambling.

#9 2025-02-26 02:56:34

Why listen to you when they could have listened to me and lost 20% in 3 days on MSTR rockon

cash
fire fire fire

#10 2025-02-26 03:19:46

Heekee wrote:
Why listen to you when they could have listened to me and lost 20% in 3 days on MSTR

jumper heekeeStock_Aech.gif

#11 2025-02-26 03:39:33

I didn't buy any stonks yet. Probably was a good idea. lol

#12 2025-02-26 03:46:29

Only lost $20 a share on that pos smci.

#13 2025-02-26 04:19:04

wrote:
Only lost $20 a share on that pos smci.

How? It closed after-hours at $55, and its YTD high was $65. Unless you sold pre-10k lol

#14 2025-02-27 00:01:51

Was down to 45 when I posted that. Got $6 back. Hold a bit?

#15 2025-02-27 00:04:38

wrote:
Was down to 45 when I posted that. Got $6 back. Hold a bit?

NVDA didn't impress, so the market is going to keep selling. I'd sell.

#16 2025-03-27 16:35:44

On October 23, 2024 Tesla stock was at 213.65 under President Biden.

Today it is at 281.35 under President Trump!

Tesla is going bankrupt under Trump!
\
lib

#17 2025-04-27 21:14:56

wrote:
I enjoy your posts.

rockon

i missed this post originally, i will buy into the next pick boogiepika

#18 2025-05-20 10:52:17

wrote:
What are you laughing at?

Uber is up nearly 50% since I told the board to buy it. As to SMCI, I said it was very risky and that if it didn't print, it was going to $10. As of right now, I was more wrong about the downside than the up, and given that it's bounced off $30 and is currently sitting at $45 (which is only about 10% from where I started talking about it), there's still a chance my original thesis plays. I'm actually sorry I exited it when I did, because the risk/reward is still worth the squeeze.

This isn't the pwn you think it is.

Hi Fren, what is the next pick for us? banana

#19 2025-05-20 12:55:21

Heekee wrote:
Hi Fren, what is the next pick for us?

I don't know about him, but I have been buying Boeing (BA) and Spotify. I sold GOOGL and bought META.

I am also buying a REIT, but not telling you which one.

#20 2025-05-20 15:40:25

wrote:

Hi, Spanky. wave

I've made more money off of PLTR than you have in the world. So...it worked out pretty well.

snicker

#21 2025-05-20 15:40:45

Heekee wrote:
Hi Fren, what is the next pick for us?

UNH and LLY. I started cautiously buying UNH around 250 and will stop around 350. This is a long hold (>5 years).

I started buying LLY around 725 and will stop at 800; this is also a long hold.

LLY under 700 is a gift and should be aggressively bought. UNH should be bought with caution (small lots spaced 5% apart in either direction), but if it reverses and breaks 200, I would also buy aggressively.

#22 2025-05-20 21:42:03

I was busy today. I bought more Boeing, Vertex and GE Vernova. Also building my Taiwan Semi position. Sold NFLX (some--bit of a trim).

Funny story. The guy who started this thread also started the $120k this weekend BTC thread.

https://www.campidiot.com/viewtopic.php?id=1453674

lol

Spanky wrote:
Funny story. The guy who started this thread also started the $120k this weekend BTC thread.

https://www.campidiot.com/viewtopic.php?id=1453674

cant win em all sadwave

> It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

RockHardConservative wrote:

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

wrote:

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

RockHardConservative wrote:

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

RockHardConservative wrote:

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Heekee wrote:

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

wrote:

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

wrote:

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

wrote:

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

wrote:

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Heekee wrote:

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

wrote:

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Heekee wrote:

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Re: It's me, the guy who told you to buy UBER (up 10% in seven trading days) with another pick.

Spanky wrote: