Liberal Forum

Vegas » 26 Feb 2025, 3:15 pm » wrote: ↑

26 Feb 2025, 3:15 pm

Nice. Thanks man.

but it could go either way....company itself looks solid tho

Vegas » 26 Feb 2025, 1:52 pm » wrote: ↑

26 Feb 2025, 1:52 pm

Nvidia is another tough one. I don't usually touch it.

Why not?  It's PE is reasonable, given its earnings growth.  I get it, in the short run its quite volatile. But, I think its a good long term holding.
 

Vegas » 26 Feb 2025, 3:16 pm » wrote: ↑

26 Feb 2025, 3:16 pm

For my Tesla call? It's 3/21.

wish you all the luck in the world....beat it like a redheaded stepchild

nefarious101 » 26 Feb 2025, 2:51 pm » wrote: ↑

26 Feb 2025, 2:51 pm

yeah....been whipping that mule for a while.  Like watching paint dry

I'm doing the Warren Buffett thing with Nvidia - buy and hold onto it forever. They will own America some day.
 

nefarious101 » 26 Feb 2025, 3:34 pm » wrote: ↑

26 Feb 2025, 3:34 pm

wish you all the luck in the world....beat it like a redheaded stepchild

    I do that with BV here daily already. 

Skans » 26 Feb 2025, 3:33 pm » wrote: ↑

26 Feb 2025, 3:33 pm

Why not?  It's PE is reasonable, given its earnings growth.  I get it, in the short run its quite volatile. But, I think its a good long term holding.

I am too inpatient for long term. I usually stick with options. 

nefarious101 » 26 Feb 2025, 3:32 pm » wrote: ↑

26 Feb 2025, 3:32 pm

but it could go either way....company itself looks solid tho

It's definitely a solid company. It will be around for a long time. However, I see it as more of a long-term investment stock than an option one. 

Skans » 26 Feb 2025, 3:34 pm » wrote: ↑

26 Feb 2025, 3:34 pm

I'm doing the Warren Buffett thing with Nvidia - buy and hold onto it forever. They will own America some day.

yeah....I also got hooked up with Palantir.....hard to let go at this point

Vegas » 26 Feb 2025, 3:38 pm » wrote: ↑

26 Feb 2025, 3:38 pm

It's definitely a solid company. It will be around for a long time. However, I see it as more of a long-term investment stock than an option one.

yep....that's why I'm in shares only at this point....added more yesterday in fact....but Trump's in and he the House....I'm betting with the house

nefarious101 » 26 Feb 2025, 3:39 pm » wrote: ↑

26 Feb 2025, 3:39 pm

yeah....I also got hooked up with Palantir.....hard to let go at this point

Another company that I just never could warm up to.
 

Skans » 26 Feb 2025, 3:41 pm » wrote: ↑

26 Feb 2025, 3:41 pm

Another company that I just never could warm up to.

been in since opening day....ran to 30+ and then down to six or so.....added at 7...14....21 and some more on the dip

Palantir is the operating system for AI and that includes defense and a growing part of the government...it's running the battlefield and logistics in Ukraine....they say it almost tells the future at times because it's so good

nefarious101 » 26 Feb 2025, 3:45 pm » wrote: ↑

26 Feb 2025, 3:45 pm

been in since opening day....ran to 30+ and then down to six or so.....added at 7...14....21 and some more on the dip

Palantir is the operating system for AI and that includes defense and a growing part of the government...it's running the battlefield and logistics in Ukraine....they say it almost tells the future at times because it's so good

"Almost"...

nefarious101 » 26 Feb 2025, 3:45 pm » wrote: ↑

26 Feb 2025, 3:45 pm

been in since opening day....ran to 30+ and then down to six or so.....added at 7...14....21 and some more on the dip

Palantir is the operating system for AI and that includes defense and a growing part of the government...it's running the battlefield and logistics in Ukraine....they say it almost tells the future at times because it's so good

Palantir just doesn't fit my model.  It's PE is in the 400's.  Basically, the price of the stock is arbitrary and not tied in any way to what the company makes.  I would have to be far more knowledgeable  (insider knowledgeable) about its products to assess Palantir's future profitability.  Since I can't come close to doing that, I just can't even consider it.

I'm a cross between a value investor and a technology-growth investor. I'm willing to tolerate a slightly higher PE from a company that has a strong track record of earnings growth.  But, not nose-bleed high PE's. I throw those in the bucket of "dot-com crazy".  The thing is, there are enough high-quality companies that are fairly priced based on real revenues and predictable revenue growth. 

Now, you coders out there - I admit, these folks know **** I don't!!  They may be far better at assessing Palantir than I am. I just stick to what I know.
 
 

Vegas » 26 Feb 2025, 3:37 pm » wrote: ↑

26 Feb 2025, 3:37 pm

I am too inpatient for long term. I usually stick with options.
 

For the most part, I'm a buy and hold forever guy.  I typically only sell if I think a company or fund has lost its mojo.  Sometimes, when I see that a stock is range-bound, I will do a little margin/leveraged day-trading. I did this with Nvidia for awhile while it was rangebound between 130 and 143. When I saw the volatility rise even a little on that stock, I stopped.  If I see things set up nicely with Apple, Microsoft, Google, BofA, or some other mega-caps, I will play a little.
 

Vegas » 26 Feb 2025, 10:51 am » wrote: ↑

26 Feb 2025, 10:51 am

@nefarious101  what do you think? I only took out one. I am in the green so far. Tesla is tanking. I get the feeling it won't bounce back for a while.

Double Down on Dumb Azz Artificial Intelligence?  How do we know Elon isn't a space alien lizard robot or tripping on ketamine all day?

Homer Simpson::  " DOOOHHHGE!"

https://www.youtube.com/watch?v=H8ofaO5jkfE
 
 

Two family members were avid Tesla owners for over a decade.

They have both ditched total EV. My enthusiasm is curbed until the Sun charges the transport in my yard.. Panel, E Bike.. Sure!

The Self Driving Module was drunk all the time and it cost one of them 6K.

https://www.youtube.com/watch?v=m94U1LSGAsI

murdock » 26 Feb 2025, 5:41 pm » wrote: ↑

26 Feb 2025, 5:41 pm

"Almost"...

That's a qualifier

Skans » 26 Feb 2025, 5:58 pm » wrote: ↑

26 Feb 2025, 5:58 pm

Palantir just doesn't fit my model.  It's PE is in the 400's.  Basically, the price of the stock is arbitrary and not tied in any way to what the company makes.  I would have to be far more knowledgeable  (insider knowledgeable) about its products to assess Palantir's future profitability.  Since I can't come close to doing that, I just can't even consider it.

I'm a cross between a value investor and a technology-growth investor. I'm willing to tolerate a slightly higher PE from a company that has a strong track record of earnings growth.  But, not nose-bleed high PE's. I throw those in the bucket of "dot-com crazy".  The thing is, there are enough high-quality companies that are fairly priced based on real revenues and predictable revenue growth. 

Now, you coders out there - I admit, these folks know **** I don't!!  They may be far better at assessing Palantir than I am. I just stick to what I know.

Cost is low so I really can't lose....plus I've followed their story long before they came to market...if there will ever be a "SkyNet"....this is the one that will create it

JohnnyYou » 26 Feb 2025, 6:19 pm » wrote: ↑

26 Feb 2025, 6:19 pm

Double Down on Dumb Azz Artificial Intelligence?  How do we know Elon isn't a space alien lizard robot or tripping on ketamine all day?

Homer Simpson::  " DOOOHHHGE!"

https://www.youtube.com/watch?v=H8ofaO5jkfE

We know you are a pedo=prog propaganda poster.....soooooooooooo.....at least space lizards might have some credibility

I’m not ready for an electric vehicle