OT: Stock and Investment Talk (2024)

RU-05 said:

Cathie Wood on squakbox this morning. Saw recently how her ARK's are doing nothing in the face of this rally.

Going to talk about her $2600 TSLA five yr price target.

Looks like TSLA is bouncing on the pay package news. Up 7%.

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I don't see the issue with the pay package. It was agreed upon when TSLA was on the verge of bankruptcy and Elon took a 100% incentive option without any base pay. He bet and himself and TSLA and won big.

PPI goes deflationary in May. By the way, you can calculate about 90% of the next PCE report via CPI and PPI metrics. This print should look outstanding as well (end of month).

T2Kplus20 said:

I don't see the issue with the pay package. It was agreed upon when TSLA was on the verge of bankruptcy and Elon took a 100% incentive option without any base pay. He bet and himself and TSLA and won big.

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Me neither.

He met the requirements, and he is the company.

Now he can't really just walk away because that would tank the stock, which is basically his fortune, so it's a bit of a Mexican stand off, but I don't really understand trying to undermine the guy who is responsible for the huge run, and the expanded multiple.

RU-05 said:

Me neither.

He met the requirements, and he is the company.

Now he can't really just walk away because that would tank the stock, which is basically his fortune, so it's a bit of a Mexican stand off, but I don't really understand trying to undermine the guy who is responsible for the huge run, and the expanded multiple.

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As Josh Brown said.....if you don't like the agreed upon pay package, sell the stock and walk away. You don't need to invest in TSLA (which is essentially investing in Elon).

Fabricated gov numbers accepted as routine

ashokan said:

Fabricated gov numbers accepted as routine

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Powell Admits The Biden Admin Is "Overstating" Jobs | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

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Do you consume any non-conspiratorial news sites? Zerohedge is bonkers.

RU-05 said:

Edward Snowden?

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That’s his idea of mainstream information.

WhichReligionIsRight said:

That’s his idea of mainstream information.

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Do you dispute the quote from Powell?

voltz99 said:

Do you dispute the quote from Powell?

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You serious, Clark?

Read his entire comments - from a few years ango - instead of relying on out-of-context sound bites.

If you want to discuss some of the actual details of the jobs report, such as differences between surveys of employment or the labor force participation rate or part-time versus full-time workers, have at it.

But amplifying deranged opinion pieces from the likes of Snowden and Zerohedge is a waste of precious brain cells.

WhichReligionIsRight said:

If you want to discuss some of the actual details of the jobs report, such as differences between surveys of employment or the labor force participation rate or part-time versus full-time workers, have at it.

But amplifying deranged opinion pieces from the likes of Snowden and Zerohedge is a waste of precious brain cells.

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That is so Nathan of you.

voltz99 said:

Any opinions on SMCI, TSM, PANW, Broadcom or LLY?

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Broadcom 🚀. Stay long

voltz99 said:

Any opinions on SMCI, TSM, PANW, Broadcom or LLY?

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Buy, buy, buy, buy, and buy.
😁

voltz99 said:

Any opinions on SMCI, TSM, PANW, Broadcom or LLY?

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SMCI is maybe the one outlier there, but those are all great established companies.

But SMCI is in the midst of massive rev and earnings growth, and thus the stock has launched. It has been stuck in a range of late though.

TSM is basically a monopoly.

PANW was considered the top player in cyber security, CRWD may have taken that mantle, but Dan Ives thinks PANW is merely in a pit stop, and will come back flying. This recent lull might be a good buying opportunity.

The only concerns with LLY and Broadcom is they are just so on fire at the moment.

WhichReligionIsRight said:

Do you consume any non-conspiratorial news sites? Zerohedge is bonkers.

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Curiously - the "conspiracy" people have been been doing quite well the last years.

Only the sleepiest normies roll with MSM and still think Ukraine is winning, the border is secure and the economy is on fire . This week the FBI claimed a "historic" decrease in violent crime but the aware people know the big blue cities stopped reporting crimes (and FBI fudges what's left).

How can one of the most important economies in the world keep spewing "official" garbage stats? Now DC mafia is stealing Russian investors funds. Obviously US trustworthiness is being undermined intentionally. When CCP owns DC this is what happens.

The Fed is fed up with data revisions​

Rutgers Chris said:

Quite the statistic…

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And all 3 are undervalued!

RUAldo said:

Anyone have thoughts on Intel as the next big turnaround story - could it be Apple in the 90s with huge potential returns ahead?

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I'm in preservation here and have positioned to be safe and make money if it goes or down. do not like these mkts as there are definite cracks in the consumer