INVESTING- Stocks, mutual funds and IRAs

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Originally Posted by 1dollarboxcar

@San, we were starting to discuss a nuclear play in another thread and i told you that i needed one in my portfolio and told you what i would do after doing some research, and being that i like etfs because i like to let the smart people decide what and how much to invest in (.69% expense ratio), i went with an etf ticker URA today picked up 22 shares @ $51.05 little over $1.1k... they even have some OKLO and UEC in their top 10 holdings in that portfolio and a 1.54% dividend.... closed today at 51.05 and is up to 51.23 in after hours trading.... so off to a decent start....

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If you have no actual life like me and really enjoy the macro you will easily trump those you credit as “smart”. But I love you wading in with me.

“You know why divorces are so expensive? They're worth it.” – Willie Nelson

You hear the news cycle du jour - data centers are a huge burden to local grids and consumers end up financing the need for increased capacity for guys like Musk and Bezos.

The idea that data centers ought to be “closed fence” … that the power ought to be sourced “off grid” be it nuclear or natural gas is bubbling to the surface this week.

Dedicated nukes for data centers will be a thing. Willie Nelson knows

In general terms the abandonment of nuclear years ago is now a source of consternation by countries like Germany.

Treat yourself to some Doomberg interviews. I’m willing to share him with only close friends.

Oh, Elon Tusk is god.

I am trying to figure out if I am the best stock picker on PFA or is it just that 1 out of every 10 stocks has a up 25% day once the CEO comes out and says "AI" or "Quantum Computing" or "Rare Earth" or "electricity".


Nope - clearly the later.

stocks are gay alllllllllllllll in on the vegas hockey team tonight act right daly

going over my portfolio tonight with a fine comb as i watch MLB....i made some purchases on 6-23-2025....

SLV (my silver etf) up 36.44%
NVDA up 31.67%
PLTR up 33.60%
GLDM (my gold etf) up 20.13%

i guess i wanted to express them numbers on silver vs. everything else.... silver doing better than 2 of the best tech stocks... since mid June... and everyone keeps talking the "price of gold".....

and big thanks to @San for pltr and vrt... i am now a Justin Believer...(believer)...

VRT up 5% today plus the roll it's already been on... thanks again san man!!

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Originally Posted by desertrunner

Wow, Draft Kings (DKNG) stock is even a better buy at a lower share price and better long term returns.

Here's Why Investors Should Retain DraftKings Stock for Now

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DraftKings Inc. DKNG is likely to benefit from customer acquisition strategies, new product rollouts and Jackpocket Integration. Also, the emphasis on the surcharge solution bodes well. However, elevated marketing expenses are a concern.
Factors Driving DKNG Stock

Strong Customer Acquisition: DraftKings has demonstrated significant progress in acquiring new customers in its Online Sports Betting and iGaming sectors. Customer growth surged by nearly 80% year over year in the second quarter of 2024. Even in the absence of new state launches, DraftKings continues to thrive, displaying resilience and efficiency in its customer acquisition strategies. The company anticipates this trend to persist throughout the rest of 2024 and potentially into 2025.

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Anyone else buy Draft Kings stock? I re-visited them today and bought a little bit more, curious where they are going, seems positive.

3 Slam-Dunk Growth Stocks to Buy Right Now With $100
4 Reasons I'm Excited About DraftKings Stock After Its Recent Earnings Report

https://g.foolcdn.com/editorial/imag...ps-outlook.png


Im surprise Druff doesnt talk about or do online sports betting much, atleast not what I see.

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Originally Posted by desertrunner

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Originally Posted by desertrunner

Wow, Draft Kings (DKNG) stock is even a better buy at a lower share price and better long term returns.

Here's Why Investors Should Retain DraftKings Stock for Now

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Anyone else buy Draft Kings stock? I re-visited them today and bought a little bit more, curious where they are going, seems positive.

3 Slam-Dunk Growth Stocks to Buy Right Now With $100
4 Reasons I'm Excited About DraftKings Stock After Its Recent Earnings Report

https://g.foolcdn.com/editorial/imag...ps-outlook.png


Im surprise Druff doesnt talk about or do online sports betting much, atleast not what I see.

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obviously you should either ask mother druff or request emergency vampire radio.

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I'm surprised Druff doesnt talk about or do online sports betting much, atleast not what I see.

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Originally Posted by Tellafriend

obviously you should either ask mother druff or request emergency vampire radio.

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Good call on Mother Druff for sure. And I have never said "emergency" radio, but this is not an important topic for Druff to discuss. The numbers seem to be self evident.

Three stonks I have my eye on and money in currently

$MP MP Materials - Its a material and magnet play with Rare Earths. "Only" a 12B Market Cap which means plenty of room to grow. Good orderflow blook with buying indicative of accumulation.

$NOK Nokia - they are back, this time as a network and AI play. Earnings just showed a 12% increase to revenue. Long way from its $50s valuation of the 90s, but still room to move up.

$SOUN Soundhound AI - trying to put commercial and monetary viability of talking to computers. Tough to fully replace fast food order takers unless the customer can order something properly. Being able to talk to the computer and gave it understand you is a valuable tool.

:stonks

sprinkled on 2 copper plays etfs early this morning at opening bell, XME a blend of minerals and miners and also COPX more of a copper miners portfolio, i am a little heavier on the XME than the COPX (almost 2:1)... if i had a little more money at this time i would of went somewhat heavier... but i don't...

Anyone ever invest in AMEX? I have been watching them some and decided to add them to my portfolio.

https://scontent-lax3-1.xx.fbcdn.net...uQ&oe=6902F063

https://scontent-lax3-1.xx.fbcdn.net...jA&oe=6902FAD9

smart given we are in/entering a recession.

Will CCCX pop tomorrow? Quantum is hot.

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Originally Posted by dmndkutr

Will CCCX pop tomorrow? Quantum is hot.

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If you figure this out let me know.

Obviously chips are going to drive the earnings season but I am interested in Quantum results.

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Originally Posted by Daly

Three stonks I have my eye on and money in currently

$MP MP Materials - Its a material and magnet play with Rare Earths. "Only" a 12B Market Cap which means plenty of room to grow. Good orderflow blook with buying indicative of accumulation.

$NOK Nokia - they are back, this time as a network and AI play. Earnings just showed a 12% increase to revenue. Long way from its $50s valuation of the 90s, but still room to move up.

$SOUN Soundhound AI - trying to put commercial and monetary viability of talking to computers. Tough to fully replace fast food order takers unless the customer can order something properly. Being able to talk to the computer and gave it understand you is a valuable tool.

:stonks

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:stonks
:stonks
:stonks

Espoo, Finland – The Board of Directors of Nokia Corporation (“Nokia”) has resolved to issue 166 389 351 new shares in a directed share issuance to enable NVIDIA Corporation (“NVIDIA”) to make a USD 1.0 billion equity investment in Nokia. Subject to certain customary closing conditions, NVIDIA will subscribe for the shares at a subscription price of USD 6.01 per share. The transaction will see NVIDIA become a 2.90% shareholder of Nokia.

The strategic partnership and investment are expected to create significant value for both companies.

Yeah looks like Nokia got the boost from the NVDA announcement that I was hoping for CCCX. It’s been interesting, still hopes for gains around the end of the year.

My other big play was AEVA, that I was buying since 2021 had a good run up to 30 or so that I cashed in on and still have a decent amount.

I've owned Sunoco (SUN) gas stock for about 2 years now and its been a good performer, but now looks like its going to get really interesting-

Sunoco wins regulatory approval for $9 billion buyout of Canadian company
Texas-based Sunoco makes $9 billion deal to buy Canadian fuel distributor


https://scontent-lax3-2.xx.fbcdn.net...bQ&oe=690EF28D

CCCX UP 19 percent today🚀

https://x.com/stockamets/status/1987227686562111541

Nvidia better bring the goods tomorrow or we all going to be eating Ramen for Thanksgiving.

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Originally Posted by Daly

Nvidia better bring the goods tomorrow or we all going to be eating Ramen for Thanksgiving.

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nvidia beats expectations or we are going extinct.

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Originally Posted by sonatine

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Originally Posted by Daly

Nvidia better bring the goods tomorrow or we all going to be eating Ramen for Thanksgiving.

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nvidia beats expectations or we are going extinct.

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I think a little perspective is needed as the market has gone straight up for so long baring the taco trade period. Even if the whole thing came crashing down 10-15% its been a very good year.

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Originally Posted by Daly

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Originally Posted by sonatine

nvidia beats expectations or we are going extinct.

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I think a little perspective is needed as the market has gone straight up for so long baring the taco trade period. Even if the whole thing came crashing down 10-15% its been a very good year.

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TAPS THE EXTINCT SIGN.

commodity futures halted due to data center glitch... cooling problem...

https://finance.yahoo.com/news/cme-f...041013534.html

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Originally Posted by 1dollarboxcar

commodity futures halted due to data center glitch... cooling problem...

https://finance.yahoo.com/news/cme-f...041013534.html

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Bro it was only the entire world wide commodity market, i don't see what the big deal is..... on the last business day of the month.... when most physical contracts need to settle.

Your feedback on this fund?

First, about 20 years ago, I was flowing American Century's Real Estate fund as it was doing well and had a good track record. Over the years, I lost track of the fund as it's performance went downward. I eventually ended up cashing out of the fund.

Second, over the last 10+ years, I wanted to invest in precious metals (PM) and bought physical silver, still own it today. I always wanted to get into some sort of mutual fund type investing, but didnt see anything out there.

Next, tonight I was looking around American Century's website and found their global gold fund and an impressive return.

Do you think this PM fund is a good long term buy or somewhat a flash in the pan? The minimal buy in is $2500, not bad. I am considering it.

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Objective- The investment seeks to realize a total return (capital growth and dividends) consistent with investment in securities of companies that are engaged in mining, processing, fabricating or distributing gold or other precious metals throughout the world.

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Vampire Druff- What do you think?

https://scontent-lax3-2.xx.fbcdn.net...pg&oe=693DCB30

https://scontent-lax7-1.xx.fbcdn.net...Fw&oe=693D978D