Sanrith Descartes
You have insufficient privileges to reply here.
- 43,972
- 117,706
Investing General Discussion
- Thread starter Furious
- Start date
-
Guest, did you like the last podcast notification?? Well here's the second one, and for the third podcast! Yep. This Thursday 8-8-24 at 7pm Central
Go here to check out his podcast thread for info on topics and links!Go into the FoH discord and find the Happy Time Fun Hour channel and give it a listen!
Indyocracy
Stock Pals Participant
- 1,104
- 5,174
CCIV up almost 5.5% premarket Thank you LA Times
www.latimes.com
Lucid Motors prepares to go public thanks to Saudi money and SPAC mania
California start-up Lucid Motors seeks to take advantage of market mania for electric vehicles.
www.latimes.com
- 1
- 1
Sanrith Descartes
You have insufficient privileges to reply here.
- 43,972
- 117,706
I figured those puts I wrote we going to be safe money.CCIV up almost 5.5% premarket Thank you LA Times
Lucid Motors prepares to go public thanks to Saudi money and SPAC mania
California start-up Lucid Motors seeks to take advantage of market mania for electric vehicles.
- 1
Sanrith Descartes
You have insufficient privileges to reply here.
- 43,972
- 117,706
IBM is gong to end up this century's Kodak. They absolutely were the computer market at one point. And now they have pissed it all away and just go quarter after quarter of shrinking revenue and growth just doing to same old shit year after year. Its like the company is run by people just trying to keep it afloat so they can retire and be replaced by different people who want it to just survive until THEY retire.
- 2,813
- 3,126
I have brought up semi conductors many times in the past, and also the bleeding edge of ultraviolet lithograph tech. My friend has sworn by this for awhile now and ive watched his account double, and he claims this is just the beginning. Is this on no one else radar? He says ASML is still dirt cheap compared to what is coming. He is (in real life) autistic and knows how to focus on autistic shit like this.
He is slowly convincing me to convert everything into ASML, LAM, and a few more obscure names he claims to have studies long and deeply.
This is not on any of you more "serious" (as compared to the full on WSB people like me) investors radar??
He is slowly convincing me to convert everything into ASML, LAM, and a few more obscure names he claims to have studies long and deeply.
This is not on any of you more "serious" (as compared to the full on WSB people like me) investors radar??
Indyocracy
Stock Pals Participant
- 1,104
- 5,174
My step mother works for one of the companies who supports their products, they are trying desperately to turn their support people into sales people right now....
- 1
Fogel
Mr. Poopybutthole
- 13,015
- 51,098
I've been reading a few articles lately about a global semiconductor shortage and how automakers are cutting production due to it. How have you made out so far on your current holdings?
- 2,813
- 3,126
I am not in them, but he shows me his account periodically and its more than doubled in the past 12 months. Its hard to follow his ramblings at times, but he says right now its the moment for the component makers that the big semi manufacturers rely on. As in, not Taiwan semi but the people Taiwan desperately relies on themselves. People like Lasertec, for example. (and ASML) he claims these companies have monopoly strangleholds on essential components. He reads the scientific papers and also studies the financials.
As my contribution to our little community ill share more of what he claims and the companies, but was wondering if the full time serious investors here see plausibility on this trail or if it is the ramblings of a deranged autistic mind.
- 2,813
- 3,126
Yeah and its more than that as far as companies go in this pre-semiconductor supply chain. If you look back in my post history of this thread I have brought up this vein of thought from him many months ago. I hope to god I get over this wsb/spac phase soon, maybe following his "plan" will help break me of it since its much more solid companies that "promise" big gains too.
I just see no one else here talking about semis, much less the monopolistic companies upstream the supply chain from them.
Khane
Got something right about marriage
- 20,311
- 13,959
Those are the types of companies that would never be on someone's radar unless they had an in depth knowledge of the industry in the first place. The companies that have a strangehold on patents for the companies that make the stuff that everyone uses.
I remember looking at Universal Display Corporation shortly after the OLED craze started because someone had mentioned them to me. They hold pretty much all the patents for OLED tech and license the tech to all the major screen brands (Samsung, LG, etc). The stock was at like $115 at the time and I thought I missed the boat. Oops!
I remember looking at Universal Display Corporation shortly after the OLED craze started because someone had mentioned them to me. They hold pretty much all the patents for OLED tech and license the tech to all the major screen brands (Samsung, LG, etc). The stock was at like $115 at the time and I thought I missed the boat. Oops!
- 1
TJT
Mr. Poopybutthole
- 42,510
- 108,122
For me this will be a 456% return and $15k for a two year hold. Sounds pretty good and I am trying to take profit off the table now and again.
- 5
Sanrith Descartes
You have insufficient privileges to reply here.
- 43,972
- 117,706
Options aren't treating the CCIV run up with belief. Stock up 7% and the $12.50 strike puts havn't budged.
Sanrith Descartes
You have insufficient privileges to reply here.
- 43,972
- 117,706
Sanrith Descartes
You have insufficient privileges to reply here.
- 43,972
- 117,706
SVFAU is starting its drift down after the newness has worn off. Another 10% or so down and I will look to take a position.
Sanrith Descartes
You have insufficient privileges to reply here.
- 43,972
- 117,706
PG bounce at 130.52 and my limit is once again at 130.50. Its getting sort of comical at this point. I think I did this dance with CRM for like a week before the limit finally hit.