Stock Market is the bottom in?

[SD51555]

FedEx reported today. Looks like they made it.



I had a line in the water to scoop up more shares at $220 if they dove on the news. They still could. Wouldn't be the first time to have a big after hours and then get crushed at market open. Now that they reported, this will go to almost zero tomorrow morning if the spike holds, and 99% of that $454 I got paid on Friday will fall to the bottom line. 2% in a week is nothing to sneeze at.

 

[BuckSutherland]

WOW!! I am in the office this morning working on the computer. Just got to watch SOFI wipe out $29. I've have a SEP account that someone else runs. On the side I have a Schwab account that I run by myself. I started it in 2021. With the SOFI move this morning I finally cracked 6 figures of gain for a new ATH. Very exciting.... I've smoked the S&P and QQQ this year.

 

[jsasker007]

SOFI is just getting started I believe. Long term could be like people that bought Apple or Tesla for peanuts. Keep it going, Who knows where things will be in the future. congrats

 

[SD51555]

That makes my $100 bill trades look like kindergarden fingerpainting.

FDX did hold. I sold my put a week ago for like $454. Bought it back today for $7 and sold a new one two weeks further out with the same strike. Got $175 for that one.

 

[jsasker007]

I've been trying to focus more on things with a decent dividend so it's making a little bit even if the stock is going sideways. Lots of ways to play it but buying good companies and holding has been a proven tactic. Not that I'm able to restrain myself from trading out of boredom but that's been proven.

 

[PatinPA]

OKLO is going off. I think it's jumped 50% in the last two days. I sold all but one share a while ago thinking it was going back down again.

 

[bwoods11]

Palantir has quietly surged to $183.

 

[Barndog56]

OKLO is going off. I think it's jumped 50% in the last two days. I sold all but one share a while ago thinking it was going back down again.

I believe Bank of America said good things about it's future. And another similar company that I can't remember.

Electric power generation and related areas are going off due to AI data centers. I work for an electric switchgear company. Our largest customer wanted to triple order for them for the next two years. The company agreed to double it. Expansion and lots of hiring will be needed.

 

[Barndog56]

I believe Bank of America said good things about it's future. And another similar company that I can't remember.

Electric power generation and related areas are going off due to AI data centers. I work for an electric switchgear company. Our largest customer wanted to triple order for them for the next two years. The company agreed to double it. Expansion and lots of hiring will be needed.

And that largest customer is owned by Blackstone in case anyone's interested.

 

[bwoods11]

Apple is doing well today !

 

[Howboutthemdawgs]

Bloom energy has been ridiculous

 

[Bowsnbucks]

I've shared the info about demand for more electrical generation on page 371, post #7402. This was my career area. Beside the need for AI functions themselves, much of the increase is from the need for cooling the data centers. Cutting-edge electronics need cool environments - heat is an enemy. Massive amounts of electricity will be needed just for the cooling aspect of AI. Nukes of a newer design, and likely of smaller scale than in the past, will be the go-to for supplying the electricity needed. No carbon footprint, no air pollution, years of power from smaller amount of fuel. Subs have been operating successfully for decades with small nukes - no reason data centers can't function on smaller, localized, and possibly site/owner specific nuke plants.

 

[SD51555]

I've shared the info about demand for more electrical generation on page 371, post #7402. This was my career area. Beside the need for AI functions themselves, much of the increase is from the need for cooling the data centers. Cutting-edge electronics need cool environments - heat is an enemy. Massive amounts of electricity will be needed just for the cooling aspect of AI. Nukes of a newer design, and likely of smaller scale than in the past, will be the go-to for supplying the electricity needed. No carbon footprint, no air pollution, years of power from smaller amount of fuel. Subs have been operating successfully for decades with small nukes - no reason data centers can't function on smaller, localized, and possibly site/owner specific nuke plants.

North Dakota is getting its share of data centers. There’s some genius in the power, cooling, and water needed for them up here.


Sent from my iPhone using Tapatalk

 

[Brian662]

I've shared the info about demand for more electrical generation on page 371, post #7402. This was my career area. Beside the need for AI functions themselves, much of the increase is from the need for cooling the data centers. Cutting-edge electronics need cool environments - heat is an enemy. Massive amounts of electricity will be needed just for the cooling aspect of AI. Nukes of a newer design, and likely of smaller scale than in the past, will be the go-to for supplying the electricity needed. No carbon footprint, no air pollution, years of power from smaller amount of fuel. Subs have been operating successfully for decades with small nukes - no reason data centers can't function on smaller, localized, and possibly site/owner specific nuke plants.

I always thought the enriched uranium on subs was a lot higher percentage than what was allowed inside of power generation reactors?

 

[SD51555]

 

[SD51555]

If it weren't for STZ continuing it's nose dive, I'd be having a really good month. That shift upward in platinum was big for me today. LMT is also on the move. I've owned it for 60 days this time around, and it's up 12.5% and it's also kicking out option income and dividends.

Still, all the good is outweighing the bad.

 

[bwoods11]

If it weren't for STZ continuing it's nose dive, I'd be having a really good month. That shift upward in platinum was big for me today. LMT is also on the move. I've owned it for 60 days this time around, and it's up 12.5% and it's also kicking out option income and dividends.

Still, all the good is outweighing the bad.

I have some shares of STZ, I’m about ready to sell them? Beer is just not a popular trade right now .

 

[SD51555]

I have some shares of STZ, I’m about ready to sell them? Beer is just not a popular trade right now .

I don't even know why they're down. Beer and liquor is as reliable as war and taxes. It seems too far down to not own it now.

 

[jsasker007]

I don't even know why they're down. Beer and liquor is as reliable as war and taxes. It seems too far down to not own it now.

I know I'm doing what I can to support the alcohol industry.

 

[Howboutthemdawgs]

I know I'm doing what I can to support the alcohol industry.

Im hitting up several stops on the bourbon trail this weekend with some other couples. Should be a good time.