Trading the stockmarket (NO Referrals)

Any thoughts on Nvidia? It's been a bit bumpy since I bought in summer last year, and I've no idea if they're doing "well" given the fact you can't seem to buy Ampere cards for love nor money...
aren't they really big in AI? not sure it makes them money though, they had a self driving car probably before anyone else.

I'd worry NVDA has got too high expectations though and is maybe over valued

it's one of the few stocks KASWRP does technical analysis on pretty much daily
 
Hmm so sort of leaving one future theme and moving to another - the problem is Lithium mining / supply for electric batteries, its limited I believe atm and could become very expensive as demand increases as the world moves to EVs.

Both these ETFs have had rocket like growth in the last few months so I wonder if it will continue at that rate.

Yeah I really dislike the volatility of them but it’s clearly the way things are having to go so makes sense to have some money in them I think.
 
The whole WSB situation of 'ordinary man' vs investment bankers makes me think of the arrival of building societies to combat the retail banks of the time.

Building societies were very successful, at least in part because they benefitted from a formal structure and a unified strategy. Interestingly, most societies actually became banks further down the line.

The WSB movement suffers because each individual is making decisions at least in part based on individual strategies (or lack thereof). If they created a structure and adopted a single strategy and implemented it, they would be much better placed. Unfortunately, they would then be, to all intents and purposes, an investment bank.
 
The WSB movement suffers because each individual is making decisions at least in part based on individual strategies (or lack thereof). If they created a structure and adopted a single strategy and implemented it, they would be much better placed. Unfortunately, they would then be, to all intents and purposes, an investment bank.

Was going to say, all you're describing is a fund which are the "devils" they're trying to fight.

It's funny how people can hate on something so much but when you strip it back it's just a natural, organic development. Nobody woke up one day to managing a billion-dollar fund for thousands of investors that didn't exist the day before.
 
The whole WSB situation of 'ordinary man' vs investment bankers makes me think of the arrival of building societies to combat the retail banks of the time.

Building societies were very successful, at least in part because they benefitted from a formal structure and a unified strategy. Interestingly, most societies actually became banks further down the line.

The WSB movement suffers because each individual is making decisions at least in part based on individual strategies (or lack thereof). If they created a structure and adopted a single strategy and implemented it, they would be much better placed. Unfortunately, they would then be, to all intents and purposes, an investment bank.

There is only one strategy in WSB : YOLO.

I think people arriving to this subreddit late have missed out on what it actually is. It's just a meme factory. It got popular when some people managed to conjure up an effective pump and dump built off some victim mentality narrative, but it never has been, and never will be, any kind of organised movement.
 
There is only one strategy in WSB : YOLO.

I think people arriving to this subreddit late have missed out on what it actually is. It's just a meme factory. It got popular when some people managed to conjure up an effective pump and dump built off some victim mentality narrative, but it never has been, and never will be, any kind of organised movement.
WSB is a complete and utter zoo and reminiscent of American Psycho levels of interaction. All of this "TO THE MOON" and "DIAMOND HANDS" BS is being peddled by a core of cynical WSB members who know exactly what they are doing for their own cynical purposes, and then the other millions of members are clueless noobs who got caught up in all of this hype train. I seriously cannot believe all the people who bought GME at the highest point, have now lost most of their money, and are either making depressed threads or pretending that they are on a crusade and everything will be ok. It is pure delusion. of course, the ones who bought low and then sold high are laughing all the way to the bank.

The only stock that got caught up in all this madness is BB (Blackberry), not for any short term WSB gains but because its long-term future is looking very bright and I think it is going to rise sharply in value by end of 2022.

EDIT - Someone did a very good thread summarizing why BB is a very good long term bet https://www.reddit.com/r/BB_Stock/comments/lc67bo/comprehensive_guide_about_bb_and_how_it_shall/
 
What are people's opinion long term for AMD? I managed to get in this week for my target of $85 but I'm not sure how much more it can grow with increasing competition. I think their EPYC line could begin to dominate in the server space due to better power efficiency of Zen 3 versus Intel's Xeon's 14nm. However, with ARM now looking like the power efficiency king and creeping into the server space now (Amazon Cloud), x86 servers may become a declining market.

There has been some positive noises from Intel recently so not sure if that's a better long term investment? Intel's underlying financials look much better too. Anyone here been holding AMD through all the Ryzen hype and now thinking of banking their profit and buying into Intel?

Most sensible option I guess would be to invest in both.
 
What are people's opinion long term for AMD? I managed to get in this week for my target of $85 but I'm not sure how much more it can grow with increasing competition. I think their EPYC line could begin to dominate in the server space due to better power efficiency of Zen 3 versus Intel's Xeon's 14nm. However, with ARM now looking like the power efficiency king and creeping into the server space now (Amazon Cloud), x86 servers may become a declining market.

There has been some positive noises from Intel recently so not sure if that's a better long term investment? Intel's underlying financials look much better too. Anyone here been holding AMD through all the Ryzen hype and now thinking of banking their profit and buying into Intel?

Most sensible option I guess would be to invest in both.
The last thing I would personally buy at the moment would be AMD, they have already exploded and there isn't not so much room for growth for a while imo. look for tech stocks that are underpriced or that are always growing (Amazon, Google, Microsoft etc). Those are retirement funds that will very likely be globe-dominating Godzillas (even compared to now) in the coming decades.

GOOGL are heavily invested in SpaceX and that will also be massive when frequent space travel becomes a viable prospect.
 
The only stock that got caught up in all this madness is BB (Blackberry), not for any short term WSB gains but because its long-term future is looking very bright and I think it is going to rise sharply in value by end of 2022.

EDIT - Someone did a very good thread summarizing why BB is a very good long term bet https://www.reddit.com/r/BB_Stock/comments/lc67bo/comprehensive_guide_about_bb_and_how_it_shall/

I like the look of Blackberry which WSB brought to my attention. I'm just concern it's still at a peak and will settle back down again. Especially since the 3 execs sold a lot of shares at the end of Jan, they must also believe it's currently overvalued and were cashing in on that.
 
What are people's opinion long term for AMD? I managed to get in this week for my target of $85 but I'm not sure how much more it can grow with increasing competition. I think their EPYC line could begin to dominate in the server space due to better power efficiency of Zen 3 versus Intel's Xeon's 14nm. However, with ARM now looking like the power efficiency king and creeping into the server space now (Amazon Cloud), x86 servers may become a declining market.

There has been some positive noises from Intel recently so not sure if that's a better long term investment? Intel's underlying financials look much better too. Anyone here been holding AMD through all the Ryzen hype and now thinking of banking their profit and buying into Intel?

Most sensible option I guess would be to invest in both.

I'm selling my AMD shares as soon as they hit $93-ish. I'll have almost doubled my investment at that point, and I'll use that to add to my global ETF funds. As Richdog says, I think cloud service providers are potentially better investments longer term.
 
Especially since the 3 execs sold a lot of shares at the end of Jan, they must also believe it's currently overvalued and were cashing in on that.

There's dozens of reasons why execs may sell (or buy) stock; it may be forced, performance related, for tax reasons, etc. They might just want to buy a bigger house. In any case buys and sells are scheduled many months in advance to prevent insider trading so they're often totally unrelated to short-term performance or current share price.
 
There's dozens of reasons why execs may sell (or buy) stock; it may be forced, performance related, for tax reasons, etc. They might just want to buy a bigger house. In any case buys and sells are scheduled many months in advance to prevent insider trading so they're often totally unrelated to short-term performance or current share price.

Even if they're scheduled months in advance though. The face 3 senior people sold a large amount of stock doesn't give a great impression. Especially as the CFO sold his entire holdings. As someone mentioned earlier in the thread, you want the senior people to have some kind of interest.

They've been selling stock gradually over the last year and then all 3 sold large amounts 2 weeks ago. That's not the behavior of bullish employees. 1 you could accept but not all 3.


Maybe $11ish is reasonable value, and i am considering adding some when i next top up my ISA, but i'm not sure a partnership with AWS is enough to ramp the stock up so much and that's all i can see has happened since December (other than WSB)
 
So, presuming the GME stuff is either a bit longer game than many were expecting, or is dead and slowly going down now, are there still any guys here holding, and if so, what is your exit plan?
 
Even if they're scheduled months in advance though. The face 3 senior people sold a large amount of stock doesn't give a great impression. Especially as the CFO sold his entire holdings. As someone mentioned earlier in the thread, you want the senior people to have some kind of interest.

They've been selling stock gradually over the last year and then all 3 sold large amounts 2 weeks ago. That's not the behavior of bullish employees. 1 you could accept but not all 3.

They might all be coming up to retirement or planning for inheritance tax. I honestly don't give much weight to exec sells and buys.
 
The last thing I would personally buy at the moment would be AMD, they have already exploded and there isn't not so much room for growth for a while imo. look for tech stocks that are underpriced or that are always growing (Amazon, Google, Microsoft etc). Those are retirement funds that will very likely be globe-dominating Godzillas (even compared to now) in the coming decades.

Agreed on AMD...not sure where the stock has room to grow. I initially bought at 13 and have been in and out a few times. Still hold some as part of the ESPO ETF mind.
 
So, presuming the GME stuff is either a bit longer game than many were expecting, or is dead and slowly going down now, are there still any guys here holding, and if so, what is your exit plan?

I'm still holding, but it's only 0.04 shares I decided to go in way too late so I'm down 70% on the £10 I put in but it was beer money I was well prepared to lose so I'm riding it until the end, I'm actually waiting for the crash to sub $20 levels so I can buy the other 0.96 shares so I've got a whole share just for prosperity and because I actually think Gamestop does have a future with their moves towards e-commerce and e-gaming
 
I'm holding the 1 share I bought at ~$150... Not really bothered if it dies or explodes at this point - the tiny loss there is completely negligible when put alongside the rest of my investments (which aren't meme stonks)
 
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