The Official Stock Market Thread

[finfangfan]

I was watching Bloomberg tv this afternoon (great streaming channel btw!) and she was mentioning the pros and cons of the move. Apparently Europe doesn’t have quarterly requirements, BUT she said that one of the reasons US stocks trade at a premium is due to the transparency that quarterly earnings updates provides.

I think a lot of stock traders sell before earnings so maybe this leads to slightly less volatilty by halving the number of times earnings are reported in a year.

In other news, I ended up buying a small position of HAIN after hours today after it dropped almost 25%.

[blackandgold]

Thinking about getting into the IPO Stub....any thoughts?

[finfangfan]

OCGN had a solid day yesterday… hopefully it can continue the rally today.

[oldgoldy97]

Originally Posted by blackandgold

Thinking about getting into the IPO Stub....any thoughts?

Might have to get in quick.

[KhalDrogo]

Originally Posted by finfangfan

BUT she said that one of the reasons US stocks trade at a premium is due to the transparency that quarterly earnings updates provides.

LOL Tell me you didn’t fall for this nonsense. Yeah, I’m sure US equities trade at a premium because of two extra earnings reports and not because the best companies in the world call the US home. You know, all the companies driving the AI story, which is the most transformative technological advancement the modern world has ever seen.

[finfangfan]

I think her point was the current 4 times a year is being more transparant than 2 times a year. And then transparency is ONE OF MANY factors that people invest in the US market. Which I think is sound.

Of course, reporting 12 times a year would be even more transparent, but that would def be excessive. It all boils down to determining what the sweet spot is. Previously they determined quarterly was the sweet spot. Would doing it every 6 months hurt anything?

[imbluestreak23]

I am on the side of Tom Lee. The best companies in the world reside on US soil. It's best to bet on them than anyone else.

[KhalDrogo]

Originally Posted by finfangfan

I think her point was the current 4 times a year is being more transparant than 2 times a year. And then transparency is ONE OF MANY factors that people invest in the US market. Which I think is sound.

Of course, reporting 12 times a year would be even more transparent, but that would def be excessive. It all boils down to determining what the sweet spot is. Previously they determined quarterly was the sweet spot. Would doing it every 6 months hurt anything?

90% of financial commentators on TV are TDS liberals who will come up with anything to poop on a Trump idea. Once you embrace that framing, you can free yourself to trade on facts, not opinions.

Most earnings reports are irrelevant in 2025. There are very few surprises. Data and information flows so freely that the market is able to account for 99% of what has already happened. Forward guidance drives the moves. And I imagine we’d get a lot of interim material guidance updates in a system where earnings are reported on a biannual cycle.

[KhalDrogo]

Originally Posted by imbluestreak23

I am on the side of Tom Lee. The best companies in the world reside on US soil. It's best to bet on them than anyone else.

Tom is the best public investor of the last 20 years. If you trade, you should listen to every word he says. And fortunately for us, he says a lot.

[imbluestreak23]

Originally Posted by KhalDrogo

Tom is the best public investor of the last 20 years. If you trade, you should listen to every word he says. And fortunately for us, he says a lot.

I do not disagree one bit. Tom is quickly gaining ground as this generations Warren Buffett.

[finfangfan]

IONQ continuing to rocket!!! 🚀

[finfangfan]

Looks like it will be a solid green day!

[JohnnyHatesJazz]

Nvidia investing in intel leading the way.hopefully the partnership someday extends to intel’s foundries.

[KhalDrogo]

Originally Posted by mike1498

Get what? If you invested in equities in the beginning of this year you are down. Best case scenario if Trump removes tariffs you probably get back to what? 6000? If he doesn't remove tariffs where do we go?

If you put your money in a high yield savings account you did better this year.

I'm not saying hoard your money, I'm saying you've lost this year so far if you invested. If the market is so strong waiting until 6000 and then investing should be fine since the economy is perfectly normal.

Wouldn't you agree?

Originally Posted by KhalDrogo

Your entire post was just parroting MSM nonsense that is already known by the market. You are trading behind the curve. That’s why you don’t get it.

S&P is down 3.6% YTD and 7.9% from the peak. Big whoop. The comparison to a money market account is dumb. Did you move everything to a money market account on January 1? If so, congrats. You’re ahead of the market by about 5%. Now when are you moving back?

The cash people love to talk big when the market declines. They never mention how far behind they fall during raging bull markets. My oldest trading account is up 57% over the last 1 year, 250% the last 5 years, and 440% the last 9 years since inception. The market will always beat cash. Don’t be stupid and think you can do perfectly time every decline.

Spring 2025. What a time. Best case scenario S&P 6000. LOL LOL LOL.

That same account is now up 625% since inception. Thank God I am capable of seeing past the nonsense that most “investors” cannot.

[blackandgold]

PLTR going for all time high!

[Brobocop]

SoFi hit all-time high today and staying above $29 for now. I'm on cloud 9 seeing that. I told myself I'd sell at $20, then $25, now $30. With my cost basis being around $8, might as well just ride it out and see if can really moon like Hood and PLTR have or is "this" the moon.

[finfangfan]

Yeah… I was in SOFI and did well but congrats to you for holding!

[imbluestreak23]

Double QQQ time!

Have been DCAing a small part of the portfolio in UPRO since last summer and it's surprisingly outperforming my S&P DCA position despite the drawdown and decay. Guess it's lucky

[blackandgold]

Baba Tsla Aapl not worried about no shakeout lol

[finfangfan]

Originally Posted by finfangfan

In other news, I ended up buying a small position of HAIN after hours today after it dropped almost 25%.

Ending up selling out my HAIN on the pop this morning for close to a 10% gain.

[KhalDrogo]

I started a position in Coreweave this morning after reading about their Nvidia backing this weekend. Thank you X.

[Jed Clampett]

Originally Posted by matt roberson

Got there, now sell before it goes back to 250 next earnings

Sold a few hundred at $430….
Still have a fairly healthy position that I’ve held since 2015….

I’ll wait…. hopeful next stop to move a bit more $500
We shall see where we are end of 2025 🎱👍

[finfangfan]

Originally Posted by NYBBFAN

VZ
STRK (preferred shares for MSTR)
SGOV

I keep my 6 month emergency fund in SGOV. I love it.

Thanks for putting SGOV on the radar a few months ago. I have been parking some cash in my ROTH there as I have been trimming some gains in recent run up.

[NYBBFAN]

Originally Posted by finfangfan

Thanks for putting SGOV on the radar a few months ago. I have been parking some cash in my ROTH there as I have been trimming some gains in recent run up.

Absolutely. Glad I could contribute!

[KhalDrogo]

Originally Posted by Jed Clampett

Sold a few hundred at $430….
Still have a fairly healthy position that I’ve held since 2015….

I’ll wait…. hopeful next stop to move a bit more $500
We shall see where we are end of 2025 🎱👍

But it’s just a car company. How is it more expensive than Ford? Derp.

Realize the level of poster that comments in this thread.