Stocks you're betting on

21,647 Views | 101 Replies | Last: 11 days ago by PunjabiAg
insulator_king
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AG
Obligatory $WWR
AgsWin2011
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AG
AgsWin2011 said:

I bought a bunch of XRP when it was $0.69/share. This morning it's sitting at nearly $2.80/share.


Over $3 now
cavjock88
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AG
TM
Heineken-Ashi
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infinity ag said:

Walmart will do well.
United also.
I mentioned on another thread how Walmart runs up INTO recessions and has not done well during them.
ForeverAg
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AG
RKLB - Space X Competitor in some regards, any news about space and their stock goes up. Its been a fun one to be on, though I got in later than most around $22
redsquirrelAG
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AG
AgsWin2011 said:

AgsWin2011 said:

I bought a bunch of XRP when it was $0.69/share. This morning it's sitting at nearly $2.80/share.


Over $3 now


In at .1 to .3. Bags of it. It hasn't even started yet.
AgsWin2011
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AG
I have a feeling, and hope I'm right, that XRP is going to skyrocket.
HawthornAggie
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AMZN. Admittedly I need to diversify more, but AMZN continues to treat me well.
Hunter_812
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AG
Brought it up back in November and should have mentioned it again Monday on the sell off, NBIS.
KingofHazor
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redsquirrelAG said:

AgsWin2011 said:

AgsWin2011 said:

I bought a bunch of XRP when it was $0.69/share. This morning it's sitting at nearly $2.80/share.


Over $3 now


In at .1 to .3. Bags of it. It hasn't even started yet.
What is XRP? Do you mean the cryptocurrency? If so, what distinguishes it from all of the others?
Definitely Not A Cop
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AG
Jabin said:

redsquirrelAG said:

AgsWin2011 said:

AgsWin2011 said:

I bought a bunch of XRP when it was $0.69/share. This morning it's sitting at nearly $2.80/share.


Over $3 now


In at .1 to .3. Bags of it. It hasn't even started yet.
What is XRP? Do you mean the cryptocurrency? If so, what distinguishes it from all of the others?


Growing government buy in as a transnational form of settling payments.
MS08
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redsquirrelAG said:

AgsWin2011 said:

AgsWin2011 said:

I bought a bunch of XRP when it was $0.69/share. This morning it's sitting at nearly $2.80/share.


Over $3 now


In at .1 to .3. Bags of it. It hasn't even started yet.


What's/wher's the best way to hold it/storage of it?
KingofHazor
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Definitely Not A Cop said:

Jabin said:

redsquirrelAG said:

AgsWin2011 said:

AgsWin2011 said:

I bought a bunch of XRP when it was $0.69/share. This morning it's sitting at nearly $2.80/share.


Over $3 now


In at .1 to .3. Bags of it. It hasn't even started yet.
What is XRP? Do you mean the cryptocurrency? If so, what distinguishes it from all of the others?


Growing government buy in as a transnational form of settling payments.
Which government, US or all? And you're saying that the "government" is buying XRP to the exclusion of other cryptocurrencies?
redsquirrelAG
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AG
A cold storage offline wallet like a ledger.
astros4545
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AG
$MVIS
Definitely Not A Cop
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AG
US is the main one I've seen. By "buy-in" I mean that they are buying into the concept of using crypto for this, and XRP is the coin frequently mentioned as the vehicle.
lerma218
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AG
Yall should look into $GRAB. That's one I have confidence on in the next 1-3 years.
Bird Poo
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2wealfth Man said:

Highly second the TSSI recommendation above. Try to get in on pullbacks at the $10 neighborhood. If they give guidance this next Q the stock is going to run (they haven't been giving guidance, but I think they have enough clarity on the go forward business now that they potentially will; especially knowing the recently completed 2024 Q4 earnings will be light earnings-wise due to moving into a new facility). If they can simply execute on what business they have in the pipeline, a $1 eps run rate by Q3/Q4 2025 timeframe is not unreasonable with a 20x multiple. The amount of AI data center announcements in the last six months just in our region has been bonkers.

Two other microcaps you may want to consider.

Kraken Robotics (KRKNF) - key battery supplier for drones; one of Anduril's biggest suppliers for underwater unmanned vehicles (my guess is they get bought by them at some point)

Intermap Technologies (ITMSF) - Geospatial mapping for governments, military and commercial uses. Big contract with Indonesia currently. Insurance companies use this data as well.


Thanks for the tip on KRKNF!

Up 100% since I bought back in Feb.
Hunter_812
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Hunter_812 said:

Brought it up back in November and should have mentioned it again Monday on the sell off, NBIS.


Up 300% since this post.
jja79
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Imsodopey said:

Bought more when it dropped on Wednesday. Username is appropriate.


Rode out the dip on IONQ and now up 115% in 6 months.
2wealfth Man
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AG
Bird Poo said:

2wealfth Man said:

Highly second the TSSI recommendation above. Try to get in on pullbacks at the $10 neighborhood. If they give guidance this next Q the stock is going to run (they haven't been giving guidance, but I think they have enough clarity on the go forward business now that they potentially will; especially knowing the recently completed 2024 Q4 earnings will be light earnings-wise due to moving into a new facility). If they can simply execute on what business they have in the pipeline, a $1 eps run rate by Q3/Q4 2025 timeframe is not unreasonable with a 20x multiple. The amount of AI data center announcements in the last six months just in our region has been bonkers.

Two other microcaps you may want to consider.

Kraken Robotics (KRKNF) - key battery supplier for drones; one of Anduril's biggest suppliers for underwater unmanned vehicles (my guess is they get bought by them at some point)

Intermap Technologies (ITMSF) - Geospatial mapping for governments, military and commercial uses. Big contract with Indonesia currently. Insurance companies use this data as well.


Thanks for the tip on KRKNF!

Up 100% since I bought back in Feb.

good video on Kraken



add Gatekeeper (GKPRF) to the watch list. I have 3x'ed on this since June. Lots and lots of potential business in the pipeline.
caydents
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AG
Same here. Cut my position in half yesterday evening before the dip today, bought back in to whole position @117. Have been studying this stock so long it feels like intuition.
I Am A Critic
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$DJT

It's not the grift I thought it would be.
Username checks out.
South Platte
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2wealfth Man said:

Bird Poo said:

2wealfth Man said:

Highly second the TSSI recommendation above. Try to get in on pullbacks at the $10 neighborhood. If they give guidance this next Q the stock is going to run (they haven't been giving guidance, but I think they have enough clarity on the go forward business now that they potentially will; especially knowing the recently completed 2024 Q4 earnings will be light earnings-wise due to moving into a new facility). If they can simply execute on what business they have in the pipeline, a $1 eps run rate by Q3/Q4 2025 timeframe is not unreasonable with a 20x multiple. The amount of AI data center announcements in the last six months just in our region has been bonkers.

Two other microcaps you may want to consider.

Kraken Robotics (KRKNF) - key battery supplier for drones; one of Anduril's biggest suppliers for underwater unmanned vehicles (my guess is they get bought by them at some point)

Intermap Technologies (ITMSF) - Geospatial mapping for governments, military and commercial uses. Big contract with Indonesia currently. Insurance companies use this data as well.


Thanks for the tip on KRKNF!

Up 100% since I bought back in Feb.

add Gatekeeper (GKPRF) to the watch list. I have 3x'ed on this since June. Lots and lots of potential business in the pipeline.

Your ability to find needles in a haystack is remarkable. You could win a national championship with walk-ons from North Dakota.
ToddyHill
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NVDA up 40% since January 14.
2wealfth Man
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Gatekeeper press release for latest contract win.

https://www.gatekeeper-systems.com/gatekeeper-announces-9-3-million-school-bus-video-and-subscriptions-contract-in-california/
Imsodopey
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have been in PSIX since April. It has fallen a good bit since Sept 23
2wealfth Man
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I hope some of you guys got on the AST Spacemobile train (ASTS). This has been an absolute rocket ship for me the past few weeks (there is a massive short squeeze going on here right now BTW). I do think this has long term potential to be a $200 stock. Launch schedule delays are going to be the primary drag on getting there.

RightWingConspirator
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I hold NVDA, MSFT, AMZN already...so for the sake of suggesting some different, I'll propose the following:

MELI
AXON
ToddyHill
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RightWing....

Right there with you on NVDA and MSFT. I own a little of Amazon. But another home run for me has been Broadcom (AVGO).

I am of the opinion that high quality technology stocks that are AI centric will be winners for the next three years at a minimum.
EliteZags
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a solid triple on AMD since Liberation Day
3rd Coast
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Started DPRO hoping for a quick pump and dump. Dropped from my average of 5.77 to just above 4.00+. Today sitting at 11.19. If there is no offering it has a long way to run imo.
RightWingConspirator
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Yes, I hold AVGO at $84.80, $159, $150 and $196.29. It's done very well for me. I'm not doing options however. I just pick up shares and sit on them for several years. I need to up my option game because while the returns have been fantastic on a relative basis, adding some leverage would have magnified it significantly.

My trading portfolio is limit to about $100k only. The rest of my money is professionally managed so I want to limit how much is under my direct supervision. This limits the size of the positions I can take.

3rd Coast
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$13.36, and sold 4 covered calls @ 15 strike
2wealfth Man
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another Kraken good day! all time high at $4.70
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