CP

torokunai

https://fred.stlouisfed.org/series/CP

pigeon_shit

Also CP2 has been funded

LeeS121

I’m up 89% since Jan 1 2026… “VG” (Venture Global - Nasdaq) with a lot of room to run by Sept when I expect CP2 to begin shipping LNG and it’s a long term hold, they are already shipping from CP and Plaquemines. Will end up being the largest LNG company in the country before next year and the largest in the world in @2-3 years. Heavy debt in build out offset by long term contracts. A couple of arbitration cases has held stock price back, 1 loss, 2 wins and 3 to be decided. Once these cases are all decided, litigation should be apart of the past of a startup company. Middle East conflict has pushed the price up but started the same day as earnings release so unsure which helped it more. Price for LNG in Europe and Asia have jumped significantly and since VG has the largest production available to the open market so spot pricing should help 1st quarter earnings most favorably. May be a small pullback once the conflict ends but I believe tailwinds begin following the 2nd quarter earnings call. Get the litigation behind em’, paying off debt, increase the dividend significantly and they are off to the races! JMO Best of luck to everyone’s investments… I feel very good about mine!

torokunai

everything is a LOT different now than anytime in the past. Trump hasn't been going around trying to make friends this past year it all centers on "Corporate Profits". They remain high, stocks remain high. https://fred.stlouisfed.org/series/CP

No_Customer_795

As of February 2026, the annual US US CPI inflation (%) inflation rate stabilized at 2.4%, remaining above the Federal Reserve's 2% target. While pressures in energy and used cars eased, persistent housing and food costs kept inflation elevated. Recent geopolitical conflicts in the Middle East threaten to push energy costs up, potentially reversing downward trends. # Trading Economics +3 Key Inflation Data (March 2026): • Annual Inflation Rate: 2.4% (February 2026). • Monthly Inflation (CPI): 0.2% increase in January 2026, with core CP rising 0.3%. -Trump’s yes-men keeps on telling Trump how great the economy is!

torokunai

https://fred.stlouisfed.org/series/CP is all that matters

youngpenrose

Oil doubled in a month... CPI up 0.03... CPI is a CP Lie.

harryburton420

CPI, CP3, C3PO, don’t matter.. calls at open

Vast_Presentation909

CP-I don t wanne play this game anymore

Urc0mp

Because your neighbor was going to turn you in for CP if you didn't.

torokunai

only thing that matters is [CP](https://fred.stlouisfed.org/series/CP)

Putaineska

If you think this is bad, wait for the chaos when he loses the midterms, is fighting impeachment, trying to still flood the zone to avoid the inevitable CP from Epstein files and lashing out in his lame duck years. The US could genuinely see severe civil disobedience and a harsh recession on top of that. 2027/2028 could be rough...

piedrams

Hmm, your response was the only civil one, the rest were 'shut your bitchass'. I have no idea of the problem!  I can barely navigate WSB! Your question: I laid out my positions, CP wanted the hard data for OI for next week, wanted a screenshot of the options! Suggested  rolling to a lower strike to take better advantage of moves up or down. Was quite firm about the close tomorrow and why.  Same for next Friday's close and why. Subject to the unpredictable nature of the war news. I felt after taking in all the info I was no longer trading in the dark, but with clear and useful signposts. What did I say that was so offensive to four others? Thanks!

piedrams

This is the first time I have commented on WSB, after one year. The reason? Discovering how intelligent and applicable co-pilot is for an  analysis of  trading and positions. I am assuming it is not forbidden to discuss or suggest AI as a tool. Case in point I am long four SNDK calls, sold calls on them early today and did well (92%). But I then asked CP what is next?   CP had predicted yesterday a major technical downturn for SNDK, independent of this new War. So I was ready.   She/he then laid out a strategy this evening that makes so much more sense than my poor thinking. Consolidate and roll to a lower strike next week, wait for the right up move before selling a near term call against them. CP also predicted the close tomorrow for NVDA and SNDk, based on this weeks OI on each. I don't want to say too much here not knowing what is allowed, but what I learned was not about green dildos. Open to comments or questions!

mekonsodre14

yeah but they exert market influence and asset positioning 4d chess plays, facilitate short-term trading profits and hedging. They have more than one asset class in their books. All the trades in materials, energy, infrastructure, long-term plays, private wealth m., fund management (pensions), bonds, various short term debt instruments in money markets (CDs, Tbills, CP, Repos) need to be balanced in a kind of equilibrium that is regulatory compliant and coherently integer. So, fundamental analysis becomes a much bigger factor.

torokunai

2000-2002 was weird man, 1997-1999 gainz erased over two recession years. https://fred.stlouisfed.org/graph/?g=1SZXm shows how corporate profits were flat 1998-2001, but started to turn around once credit opened up and globalization / big-box retail got rolling FRED series [CP](https://fred.stlouisfed.org/series/CP)* is all I'm really watching. ^(\* yes I know)

Sasuke082594

It’s gonna bomb actually… GTA6 is gonna release 10x than CP2077 did.

JCJENSON_Pr_Dept_6

I miss then RAM and SSD storage were mostly for consumer use and playing battlefield 1 and not for making AI slop and generating literal CP. Yes, the stocks are all going up but I don't think any of us are actually living a lot better for it.

herefromyoutube

Grok, relay the new CP to the Troops. No, not that CP Grok!

herefromyoutube

Hey Grok, locate the CP for the squad. No, not that CP Grok! Wtf.

makinamiexe

hes mad grok is making CP and anthropic is changing computer science workflows 

MissiveFinding6111

It is Elon being "forced" to overpay for twitter, for the privilege of replatforming Nazis and CP enjoyers.

LegitimateResolve522

I'm Canadian, so mostly securities listed on the TSX, and I typically follow the 45 - 60 dte program on monthlies, but will trade 30 day out weeklies if a better trade. If buying (rarely anymore) I'll go 6 months out on average. Give yourself time to be right. Currently I have calls sold on CP rail (slightly under water, entered early, but not worried), other rail is CNR I will often do. Energy is typically Suncor or Imperial, or methanx...sometime CNQ. For fun, I bought (rare) puts on Suncor as a bit of a gamble, don't think that one will be profitable...too short a timeframe on my buy. Banks are often TD and RY. I like ATD and Gildan for retail, Open text and BDGI if the trade is good..though BDGI often the spread is too high, or option price too low lately. I have puts on Amazon.ca as an experiment that is going well...it's trending up since I sold them. For US, I almost always have a trade on with IBKR, that's had great returns the last year. I have April weekly and my normal monthly puts on IBKR right now...a little heavy on balance of portfolio, but all deep in the green so we'll let them ride a while longer. Currently at just under 60% for the last 12 months or so, but I didn't trade for a couple of months last fall.

Phantomcruiser

Upstream, Marathon Oil was acquired by CP. Marathon Refineries and Upstream split in 2011, the refineries operating as Marathon Petroleum are still independent.

Long-Relationship593

No, I cant post because I'm on CP rn. However its in a bullish uptrend on daily with 20 acting as support and 50% fib and 61.80% Fib acting as very strong support. Very high chance of 4.369 and 5.180

Sasuke082594

It’s going to dump once gta6 releases. It’s going to release worse than CP2077 did…

princess_dai_13

CP-bye spy

The_BakedCrusader

CP-Lie will have the perfect number to prevent panic but enough justification for rate cuts

CitronInfinite5304

CP Why?

ecco3k

CPI? More like CP-lie!! And I’m not talking about price data. Im talking about the president lying about CP. Donald trump is a pedophile.

Own-Wolverine-5361

*CP ey* - Bad Bunny

ClaytonRook

We all waiting for CPI Donold waiting for CP

WetRacoon

No they don't. Your examples are sly, but dishonest. Canada Post for example was not formed as a Crown Corp, it was actually quite literally the mail delivery arm of the Canadian Government, so your comparison here literally does not apply (eg. the Canadian Government did not buy a stake in Canada Post like the US government is now buying stakes in pre-existing public companies.) Additionally, the comparison is also bunk because Canada Post (and USPS) were (and still do) offer services that the competing delivery companies won't: actual postal service, letters and all. Your argument that they're competing against these companies doesn't hold water because their mandate was never to compete, but a decline in letter services demand means they have to offer services in competition with UPS etc. so that they can continue to exist and provide services that the others won't. Petro Canada also a really bad example, because again, the government didn't buy a stake into a pre-existing company. In fact, it was only created by the government itself because effectively zero oil was being extracted by Canadian corporations. CP Rail, another awful example...because the government literally never owned any of it. Which means it was never actually a crown corporation. I'll give you the benefit of the doubt and assume you may have been referring to CN or VIA, but either way, both of those are similar to the Canada Post and Petro Can examples above. All your examples are critical public services which private companies won't offer at a reasonable price. Why are you so vested in trying to write off how shitty this looks for the US government?

PlanetCosmoX

Yes they do. And there’s no difference. Some of these crown corps were listed on the TSX as a stock and the Gov owned a significant portion of the shares. There’s no difference you’re just grasping at straws. USPS, Canada Post are now competing against private delivery companies, those are Government Departments or Crown Corps. Petro Canada was a Crown Corp, the Gov spun it off and still owned shares while it operated in competition with other companies. While it was a crown crop it competed with other companies. CP Rail was a crown crop that competed with hotels and resorts.

HugeResearcher3500

Elon doesn’t need AI CP. He creates it au natural.

wumr125

Thr only reason to put servers in space is to avoid law enforcement Its extremely inefficient and costly but if you really really REALLY want CP its the only safe place to put it

ExcitingAsk6797

Billionaires will pay big bucks to store their CP in space.

EconomicsSavings973

I mean... bitcoin was mainly created exactly to do some shady stuff and 99% of early bitcoin adopters, sold drugs, guns, poisons, and CP on dark web, they had all the bitcoin. And btw. These are the people who actually made big bitcoin bucks... so they can then buy island and farm babies in lab. I believe like everyone is forgetting about it, and thinking like it was always normal people investing 😆

PhantomCummer

I'm up on the week because I'm not invested in CP generators and chat-bots that source incorrect information from reddit valuated at 70000000 gorillion dollars. Also dumped all my USD back when the people in charge were promising to crash the USD.

Wows_Nightly_News

I mean if anyone is going to launch CP into space...

No_Assistance5652

"The French offices of X have been raided by officers for offences including unlawful data extraction and complicity in the possession of CP" Nice! All the countries should do it. They should fine 10% MC of the company to fuck these fuckers, not the revenue.

dickrichardson6969

Twitter under investigation for rampant CP, Musk emails begging to go to pedo island released, Tesla stopping production of cars, TSLA +5%.

Ill_Mastodon8324

CP probably, believe the owner is a nonce

Tsakax

Is this so they can make CP in space?

Energy_Turtle

> Please explain to the class what anyone on earth is actually using bitcoin for in 2026 other than drugs and CP purchases Gambling. I'm not sure what use you're looking for but tons of people use it for this. And even if you aren't doing crime, it's an easy way to send money internationally. It's not going to replace national currencies, but it has a place. And if it has a place, it will have a value.

10000Didgeridoos

Please explain to the class what anyone on earth is actually using bitcoin for in 2026 other than drugs and CP purchases because no one uses it in real life for anything and all it has done since the fabled Crypto President Who Was Promised got in office is tank back down to the 80k range.

Sidney_Godsby

No way, CP isn’t allowed here

MidOver28

Exactly. I have emoji groups, manga groups, stock groups and IPA apps group. How in the world, do you just stumble upon CP? Yeah, no, you're looking for it.

v270

CP time. (orange).

photocopy_ypoc

Imagine if America executed pornographers. CP first in line.

Resident-Banana-7883

this dude def has CP

Fantastic_Honey_4532

Dude, your analysis is missing the most critical factor: REALITY. ​Let’s fact-check your points: ​1. Fuel (The Elephant in the Room): You ignored the biggest bottleneck. Oklo needs HALEU. Where are they getting it? Russia? The U.S. supply chain for HALEU is years away. No fuel = No power in 2027. IMSR uses Standard LEU. The supply chain already exists globally. Terrestrial Energy can fuel their reactors TODAY. Oklo is buying a Ferrari without gas stations. ​2. Regulatory Track Record: Oklo’s application was denied by the NRC before. They are starting over. Terrestrial Energy (IMSR) already has its Principal Design Criteria (PDC) approved by the NRC (Standard Review Plan). They are moving straight to the Construction Permit (CP) with a regulatory path that actually works. ​3. "Proven" Tech? You say Oklo is "proven"? Their design relies on liquid metal fast reactors which have a history of complex maintenance issues. IMSR is based on MSR tech proven at ORNL, but modernized. Plus, IMSR produces High-Temperature Heat (Industrial Heat), not just electricity. This opens up markets for hydrogen, ammonia, and desalination that Oklo can’t touch. ​4. Business Model: "Only selling designs" is a feature, not a bug. It’s called Capital Efficiency. IMSR is the "ARM of Nuclear" — licensing tech to massive operators like OPG or DL E&C. Oklo trying to build, own, and operate everything (Utility model) is a massive CAPEX trap. Good luck burning that $2.3B when delays happen (and they will). ​5. 2027 Deployment? Don't make me laugh. Without HALEU and a finalized NRC license, 2027 is a pipe dream. IMSR's early 2030s target is realistic and backed by actual industrial partners, not just hype. ​Stop looking at the hype and start looking at the physics and supply chain. IMSR is the real industrial solution.

Kachowxboxdad

!banbet CP -3% 4d

34pantrybins

It was a CP2000 notice. The option was to agree with the discrepancy or disagree and provide documentation that shows that the findings weren’t correct. The interest continues to accrue until I submit my response. It was a fidelity 1099 they called out and I went back and found the form and saw that I never opened it so I agreed and payed it.

Jason__Hardon

It is a smart move to look for ways to protect your savings in a more stable environment. Using a US LLC for investment purposes is a common strategy, though it does add a few layers of paperwork compared to a personal account. Since you already have the LLC and a Chase bank account, you have already cleared the hardest hurdles. Here is the ELI5 (Explain Like I'm Five) process for moving into the stock market. 1. ⁠The Correct Process (Step-by-Step) Step A: Choose an Entity Account When you sign up for a brokerage, you must not select a Personal or Individual account. You must select Entity, Organizational, or Corporate account. Why? The account must be in the name of your LLC, not your name. The brokerage will ask for the LLC’s Employer Identification Number (EIN). Step B: Prepare Your Golden Documents Brokerages are very strict with foreign-owned companies because of Know Your Customer (KYC) laws. You will need: Articles of Organization: The paper from the state where you formed the LLC. Operating Agreement: This is crucial. It must clearly state that you are the Authorized Signer or Manager with the power to trade stocks. EIN Confirmation Letter (CP 575): The letter the IRS sent when you got your tax ID. W-8BEN-E Form: This is the tax form for foreign entities. It tells the IRS that your LLC is owned by a foreigner so they apply the correct tax rules (and avoid double taxing you if a treaty exists). Step C: Link the Bank Account Once approved, you will link your Chase Business account. Most brokers use ACH transfers (which are free and take 1–3 days) or Wires (which are instant but usually cost $20–$30). 2. Recommended Brokerages for Foreign-Owned LLCs Not all brokers like working with foreign-owned LLCs. Some (like Robinhood or Vanguard) often require the owners to be US residents. Here are the big three for your situation: Interactive Brokers (IBKR): Generally considered the best choice for international users. They have the most experience with foreign entities and offer access to global markets (London, Tokyo, etc.), not just the US. Charles Schwab: Very reputable and has a dedicated Schwab One International division. They provide excellent service but the application for an LLC is usually a paper/PDF form rather than a 5-minute online click. J.P. Morgan Self-Directed (Chase): Since you already bank with Chase, you can open an investment account directly through them. It is convenient because you can see your bank balance and stocks in the same app. 3. Common Pitfalls to Avoid The Form 5472 Trap: This is the most dangerous part. Even if your LLC makes zero profit, as a foreign-owned LLC, you must file Form 5472 and Form 1120 with the IRS every year. The penalty for forgetting this starts at $25,000. Estate Taxes: If a non-US person dies owning more than $60,000 in US assets directly (or through a disregarded LLC), the US can take up to 40% in Death Taxes. Many people use a Blocker Corporation or specific insurance to avoid this. Withholding on Dividends: The US will automatically take 30% of any dividends your stocks pay out. If your country has a tax treaty with the US, you can lower this to 15% or 0% by (NOT financial advice just my opinion of what I would do in your shoes. As always do your own research and decide what’s best for you )

Jason__Hardon

It is a smart move to look for ways to protect your savings in a more stable environment. Using a US LLC for investment purposes is a common strategy, though it does add a few layers of paperwork compared to a personal account. Since you already have the LLC and a Chase bank account, you have already cleared the hardest hurdles. Here is the ELI5 (Explain Like I'm Five) process for moving into the stock market. 1. The Correct Process (Step-by-Step) Step A: Choose an Entity Account When you sign up for a brokerage, you must not select a Personal or Individual account. You must select Entity, Organizational, or Corporate account. Why? The account must be in the name of your LLC, not your name. The brokerage will ask for the LLC’s Employer Identification Number (EIN). Step B: Prepare Your Golden Documents Brokerages are very strict with foreign-owned companies because of Know Your Customer (KYC) laws. You will need: Articles of Organization: The paper from the state where you formed the LLC. Operating Agreement: This is crucial. It must clearly state that you are the Authorized Signer or Manager with the power to trade stocks. EIN Confirmation Letter (CP 575): The letter the IRS sent when you got your tax ID. W-8BEN-E Form: This is the tax form for foreign entities. It tells the IRS that your LLC is owned by a foreigner so they apply the correct tax rules (and avoid double taxing you if a treaty exists). Step C: Link the Bank Account Once approved, you will link your Chase Business account. Most brokers use ACH transfers (which are free and take 1–3 days) or Wires (which are instant but usually cost $20–$30). 2. Recommended Brokerages for Foreign-Owned LLCs Not all brokers like working with foreign-owned LLCs. Some (like Robinhood or Vanguard) often require the owners to be US residents. Here are the big three for your situation: Interactive Brokers (IBKR): Generally considered the best choice for international users. They have the most experience with foreign entities and offer access to global markets (London, Tokyo, etc.), not just the US. Charles Schwab: Very reputable and has a dedicated Schwab One International division. They provide excellent service but the application for an LLC is usually a paper/PDF form rather than a 5-minute online click. J.P. Morgan Self-Directed (Chase): Since you already bank with Chase, you can open an investment account directly through them. It is convenient because you can see your bank balance and stocks in the same app. 3. Common Pitfalls to Avoid The Form 5472 Trap: This is the most dangerous part. Even if your LLC makes zero profit, as a foreign-owned LLC, you must file Form 5472 and Form 1120 with the IRS every year. The penalty for forgetting this starts at $25,000. Estate Taxes: If a non-US person dies owning more than $60,000 in US assets directly (or through a disregarded LLC), the US can take up to 40% in Death Taxes. Many people use a Blocker Corporation or specific insurance to avoid this. Withholding on Dividends: The US will automatically take 30% of any dividends your stocks pay out. If your country has a tax treaty with the US, you can lower this to 15% or 0% by (NOT financial advice just my opinion of what I would do in your shoes. As always do your own research and decide what’s best for you )

Gom_KBull

Delete all the CP

Kachowxboxdad

Despite the declines today is a good day to buy CNI CP CNQ CVE and NTR because they will benefit from expanding partners and investment in industry

sheslikebutter

He needs the money to produce more CP with his own model

peterinjapan

Well, here's (https://imgur.com/a/36HmP3O) an example of an image their AI thought was potentailly problematic. Because clearly referencing any age in a meme must be CP. A few posts like this caused them to nuke my account, and the account of one of our editors.

tugrulthelol

You like CP huh?

Le5dmond

CP rail is in an excellent position to buy back shares, pay down debt, and maintain a 10–14% YoY growth rate over the next decade. It’s my favorite Class 1 railroad.. the price will catch up eventually!

JackJersawitz

“I hate meta because they thought my anime business was CP and deleted it” Not a good look for you, very good look for meta ai though. If your post was sarcasm it went right past me

peterinjapan

I actively hate Meta. Built my business on Facebook, but of course eventually they get around to canceling everyone who makes good content for their site. In my case, it was anime, they AI algorithms can’t understand that anime has an edge to it and every anime joke isn’t about CP.

PulIthEld

YES. He MURDERED children after USING them in CP rings. Where have you been?

dickrichardson6969

MILF POTUS, no tariffs, market up 30% a year, Musk in prison, Jay Powell deified ❌ Demented pedo, bigly tariffs, market barely green after dollar depreciation, Musk free and distributing AI CP ✅

dickrichardson6969

MILF POTUS, no tariffs, market up 30% a year, Musk in prison, Jay Powell deified ❌ Demented pedo, bigly tariffs, market barely green after dollar depreciation, Musk free and distributing AI CP ✅

ClaytonRook

Trump only cares about CP

TibbersGoneWild

!banbet CP +5% 5 days

libranofjoy

They will make 15 billion revenue on the low end. They've already set aside money for lawsuits besides they've settled with sinopec and others. Shell is done can't revert arbitration decision. BP max 1billion but it will never be the full amount and besides these are also customers who continue to buy...they will make deals. The arbitration overhang will blow over and they are metr parking tickets to what VG is making in revenue. CP2 coming online next year with expansion of current capacity already approved. IMO you have thank the noise and shorts to bring the Price down. This will be $20+ by the end of the year. Worth the risk IMO.

SubstantialReturn718

He probably thinks selling put covered with cash is CP

MidOver28

I used discord, I'm not sure how you even found CP there or what you were looking for to find it. Says a lot about you

degengamblingregard

That will surely go well given how their platform is infested with CP yet they're busy making $20 profile backgrounds

RandoBullMan

this has millions of unsolicited nudes, CP, etc. Palantir will eat that data up one day and make Snap invaluable.

Pepperonidogfart

I was in on Exxon, CP and Chevron When the pro US Venezuela candidate sat with a bunch of oil execs shortly after trump opened his fat mouth and said they need to take care of Maduro.

apeawake

The bottom half here is garbage. Only the top 3 plus Visa qualify as quality Off the top of my head: Amazon Berkshire  Transdigm* Moody’s* S&P Global MSCI Asml  Microsoft  Idexx* CP Proctor & Gamble Church & Dwight  Mastercard  Coke Costco* Intuit  Intercontinental exchange CME  LPL Financial  Goldman Sachs  *Some of these are very expensive and I would pay for here. That being said they’re all expensive. Of these, I currently own Amazon, Berkshire, S&P Global, and CP. I recently owned asml. Have buy limit orders on many of the remaining. 

Wows_Nightly_News

I did have Grok openly generating CP on my 2026 bingo card. Off to a good start!

Separate_Fold5168

Tesla up on disastrous Europe sales and Grok pushing out CP is all you need to know.

BusinessLetterhead74

CP?!

ReasonableMidnight71

The CP-Lie

aqjingson

Don’t forget CP-lie is tomorrow

WutangClangz

when did you buy roblox calls? $118 calls aren't unreasonable, but I don't understand the time-frame. The entire market is looking to understand how much Roblox doubles down into their investments to keep children safe, because everyone knows its a bottomless pit, and that by acknowledging it, Roblox essentially has to pull a "PayPal" with Captcha and kill the pedos in 1 swoop. Yeah there's a bunch of lawsuits ongoing but those get settled 99% of the time. The biggest risk to Roblox is how to detach itself from it's CP-magnet, and if you ask me, the easiest way to do it was to throw the ball in someone's else court. Mention how CP's do most of the illegal stuff on other social platforms like Discord or more maliciously, Facebook's platforms and that to combat it, you need to form a coalition of sorts with all social media platforms. Essentially becoming the champion, and getting the PR, while putting the ball in other company's courts who have historically ignored this consideration.

rbad8717

Just admit you used to download CP on limewire

AMX_revue

1:00 p.m. CP - Commercial Paper 4:15 p.m. H.10 - Foreign Exchange Rates 4:15 p.m. H.15 - Selected Interest Rates

stevenfrenc

No AI that will create CP can surely turn this around?

Joeskidoodles


MissedApex

Precisely. The quotas set across multiple teams for CP were ridiculous and seemingly pulled out of leadership's asses, and most of us assumed this would happen at some point this FY. Also, quota resets happen kinda frequently in my experience, this is only notable because it's CP.

dvdmovie1

"want to start thinking a bit more long term." If you want a more set and forget portfolio, I'd have somewhat more diversification (you sold an AI-driven portfolio after the run-up and are now talking about building a portfolio that will be ... largely AI-driven.) Additionally, with Mag 7 I would say pick the couple that you think are the best idea I wouldn't collect 'em all. You're going to have a portfolio that's very heavily correlated. Maybe something like 25% Mag 7, 25% large cap growth with some diversification not just tech, 25% more speculative small-mid cap growth from tech and other industries and 25% value/out of favor quality/obliterated growth turnarounds, etc. The 25% boring/out of favor is out of favor value/quality and selected obliterated growth that you think has a strong chance of turning around (not saying this is the case, but lets say you thought residential solar still had long-term prospects, so you'd buy a little of an ENPH down 60% YTD/90% off the high in this bucket of the portfolio, or NVO down 45% YTD. Or buy some energy, which is now down to 2.7% of the S&P 500 (about all time lows - was around 17-18% in 2007ish: https://pbs.twimg.com/media/G5rHKR2WEAAmMaW?format=jpg&name=small.) Some of the trucking and rails stuff is near/not far from 5 year lows (CP/ODFL, etc.) Maybe you think Chipotle still has a decent future and down about 45% YTD and trading at the lowest valuation it's traded at in about 10 years is interesting. If I look up names down 20%+ YTD that are small cap or above, there are nearly 700 names - maybe there's a name or two in that list that is worthwhile. Not saying to do any of these things necessarily but examples. The kind of stuff that might provide some degree of counter balance to the other 75%. So basically, 25% Mag 7, 25% diversified large cap growth ideas, 25% more speculative/underappreciated potential "next big things" small/mid cap growth (given investing time horizon, can take some risk.) 25% dedicated to things like growth turnarounds, value and unfairly out of favor quality - this will offer some style diversification and when the hottest stocks aren't doing well, this has a chance of outperforming. This also expands the investable universe vs just owning large cap growth and is a different playbook vs the rest of the portfolio.

C3lder

Save this post because I will be completely wrong: $CNI, $CP, $TOST, $LIN, $URI, $CB. These picks will underperform everyone else's picks on the planet because I am dog shit at stock picking.

Gom_KBull

ayyy a CP77 reference, nice

Mguidr1

I live in the area where they are building CP2. It is a sea of construction with 8000 contractors working their tails off. We are losing our best operators at the refinery where I work to venture global. The stock is an absolute fire sale right now and it is my primary position.

10000Didgeridoos

We have learned about it and consider it to be a Ponzi scheme that still has no use case 15 years into its existence that the extant banking systems don't do a million times better. It costs gas fees to buy, sell, and send. The only things it is used to buy today are CP and drugs. No legitimate businesses take crypto as a payment or make payments in crypto. It's been 15 years and the bitcoin block chain can only process a tiny fraction of the number of transactions per minute that credit cards do, and they take more expensive energy costs to do so. I have no doubt there are enough fucking regards in the world to prop its price up such that you can gamble on it and make money but that doesn't change the fact that as of today bitcoin is still utterly fucking useless.

Big_Dick_John_Andy

https://preview.redd.it/ycwnd35fj62g1.png?width=622&format=png&auto=webp&s=765e9e575cda74ce833704b2bc630d029b77337a The Epstein files will be released and make Oracle stock 10x because of all the CP that needs to be stored

sl3azebag

bitcoin primary purposes : crime, OF girls, CP, Mossad and CIA projects

nomad2585

Reddit has had some pretty serious CP allegations, are you a pedophile for supporting this site? Nonce!

DistributionBroad173

I own CP and UNP. I bought them for their dividends last millennium. Right now, the economies of Canada and USA are looking at a downturn. Everything this USA admin is doing seems to be lies. They say crap to make you think they are the best thing since sliced bread, in reality, it is just crap. Once it all fails, they will blame the American Public for not believing in them and not letting them have time, whether it be 2 years, 20 years, or 60 years, they just need time. They will not admit failure and will blame everyone else. There are four main actors in the admin #47, Scott Bessent, Howard Lutnik, and Kevin Hassett. Watch what these four actors say and do. They are definitely making themselves rich, but not making Americans rich. Railroads are the most cost effective/efficient way to move goods on land from Point A to Point B. I do not look at their stock price. I bought them to hold them. I am pretty sure all the dividends I have been paid have covered their cost by now. My shares are now just sitting there and my kids will get them when I die. Once the tariffs go away, and the economies pick up, the railroads will go up. Right now, US being the largest trade partner and #47 being hated by Canada and the Canadians rightfully telling #47 to lump it, the stock is going down. This is actually a good time to buy the railroads and be paid while you wait for the economic turn around and America to start buying as much Canadian Wood products as possible. Keep an eye out for November 3, 2026. This is when the next major shift is going to happen. If #47 and his sycophants win, the stock goes down, if #47 and his sycophants lose, the stock will go up. After that, the next big day will be November 7, 2028.

Michiganmade44

I have mild CP and I’m not this dumb.

CaptainONaps

Favorite part of the article, At the meeting, Musk claimed that Optimus robots “will eliminate poverty,” “give everyone amazing medical care,” and will be “bigger than cell phones, bigger than anything.” He also said the robots could be used for “containment of future crime” by following criminals around and stopping them from “doing crime.” Cut to a scene of a futuristic dystopian movie. Sheu LeBouff walking through the desert with a couple robots, reminiscent of Luke in Tatooine. The robots are similar to CP30 and R2D2, but they're more like buddy cops. One's constantly saying shit like, "this isn't a legal place to cross the street." And the other's like, "I've found a better place to cross up here, please follow me." And you have to pay extra for the second robot to be the good cop. Poor people get two bad cops.

Individual-Bus345

I am going to start building a position in VG here. Regardless of the arbitration outcomes these customers (or plenty other customers) will still purchase from VG, because good luck getting it elsewhere. Even if VG is hit with penalties they’re generating so much cash it will be a one-time issue. I think soon the AI story will shift to the energy consumption as well and result in multiple expansions. Regardless of all this, VG posted same EBITDA as Cheniere last quarter and will be shipping more cargo than Cheniere shortly, and still growing rapidly with CP3 on the way after CP2. This is a great risk-reward opportunity now. VG: $20B market cap Cheniere: $45B market cap

peterinjapan

They let AI run the company to the point that they’re killing their normal users. I lost my account, an anime account because of course all anime must be CP, so I’m extra salty.