INVESTING- Stocks, mutual funds and IRAs

[Sanlmar]

@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....

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.

[Daly]

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.

[lol wow]

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

[1dollarboxcar]

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".....

[1dollarboxcar]

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!!

[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

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.

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




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

[Tellafriend]

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

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




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

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

[desertrunner]

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

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

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.

[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.

[1dollarboxcar]

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...

[desertrunner]

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

[Tellafriend]

smart given we are in/entering a recession.

[dmndkutr]

Will CCCX pop tomorrow? Quantum is hot.

[Daly]

Will CCCX pop tomorrow? Quantum is hot.

If you figure this out let me know.

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

[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.

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.

[dmndkutr]

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.

[desertrunner]

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