Reddit Posts
Roast/review my portfolio. AI, Semis, Infra + ETFs. 40M, Europe. Rotate into Nasdaq?
Everyone's positioned for more war. What rips if it's peace instead?
Everyone's positioned for more war. What rips if it's peace instead?
DE calls for earnings Thursday morning. I genuinely trade blindly based on faith, prayer, and signs 🙏
$VWAV (VisionWave Holdings, Inc.) is a NASDAQ-listed stock (ticker: VWAV) in the Aerospace & Defense sector.
VPG passe à 350B Horizon 2030 - Pourquoi ? La RÉVOLUTION HUMANÏDE arrive
🌾 The Hay-conomy is Breaking: Why Rising Feed Costs are a Systemic Risk for Ag-Stocks
$MVST DD: US battery company carving out assets, acting real suspicious
Almost paper handed and wiped out a week of gains today.
How do you think my portfolio will hold up with current situations?
Deere (DE) +11.6% after earnings beat and raised FY26 outlook - cycle bottom?
Why Multitude AG (MULT.DE) caught my attention
Trump: THERE WILL BE NO MORE OIL OR MONEY GOING TO CUBA - ZERO!
Advice on diversification for my holdsings.
$ATON AlphaTON Capital Corp Announces Intention to Launch Decentralized AI-Native Biotech Platform Focused on Rare Cancers
AUTO1 Group ($AG1.DE) is the European Carvana ($CVNA) without the pitfalls
(DE) Deere & Company Q4 2025 Earnings Call | Live Transcript at 10:00am ET
XBOTF Le seul petit capitalisation boursière US et action HUMANOÏDE sous le radar et sous 1 milliard de capitalisation > Achetez avant qu'ils ne se réveillent
$RR Richtech $VPG $XBOT ... smallcaps in the wave of NVIDIA TESLA
For my fellow apes currently in the red.
Utility scale BESS is the next big thing and almost no one knows about it...
$JEN.DE – The German Laser Goblin: From Traffic Cameras to AI Chips (Deep DD)
Utility scale BESS is the next big thing and almost no one knows about it
You Don’t Actually Own Your Stocks We Might Need a Digital Certificates
You Don’t Actually Own Your Stocks We Might Need a Digital Certificates
Digital Stocks, But Tamper-Proof
You Don’t Actually Own Your Stocks We Might Need a Digital Certificates
I made a python package to compute the market’s expectations of probable future stock prices, based on options data
Considering Vanguard has so many funds, why isn't there an owner operator fund?
Pre-Market Gainers and Losers for Today (August 14, 2025) 📈 📉
Uber in talks with banks, private equity firms to fund Waymo expansion
Mercedes profit drops 70%, Porsche EBIT down 67% as tariffs and EV slowdown hammer German automakers
Germany prepares huge orders for jets, armored vehicles
SRPT Stock 218k YOLO. All in on Martin Shrekhli
To everyone out there holding open naked short straddles/strangles this week:
Markets rose on trade deal optimism and ahead of the Fed meeting, with rates expected to stay unchanged.
A Trader Turned a €100 Paper Account into €2.5M in 4 Years... - Let's analyze the strategy.
A Trader Turned a €100 Paper Account into €2.5M in 4 Years... - Let's analyze the strategy.
Der 1.000% Hype des Jahres 2025?
Trump just announced tariffs on Canada. How does this affect global investors?
Trump Threatens NATO Allies With Higher Military Spending Or Trade Taxes Will This Affect Markets?
Trump tariffs seem to be ‘here to stay,’ U.S. Bank’s Robert Haworth says
Iran & Israel: missed oil futures and defense stocks? Let's discuss future moves
🔔 Defense Day: NATO Summit, Trump Visit & Russia – Tailwinds for Hensoldt & Renk?
Global Defense Sector Poised for Growth: Analysis of EU, Asian & Australian Defense Spending Surge
U.S. agricultural sector is confronting one of the most serious challenges in decades
$PDYN Buoyed by its $CAT tie-up in sympathy to $DE ATH today
🚀🚀🚀 DEUTZ vs RHEINMETALL: WHICH GERMAN AUTIST PLAY WILL LAUNCH YOU TO THE FUCKING MOON? 🚀🚀🚀
My vote against war. Let us start betting against war. Let us create something big. Who is with me? DE000VG7FXF1
Indian deal coming - ChatGPT points to yolo CALLs on Deere (DE)
Is the US about to see a major decline in available goods? Looking at data for next 30 days on vesselfinder.com
USAS : Q1 Earnings Estimate for Americas Silver Issued By Cormark
Gold Hunter Resources (CSE: $HUNT.C | OTCQB: $HNTRF | EURO WKN: A2QPAL) – The Junior Explorer That Actually Paid Its Shareholders - gold smallcap exploreco with Billionaire investor
Gold Hunter Resources (CSE: HUNT | OTCQB: HNTRF | EURO WKN: A2QPAL) – The Junior Explorer That Actually Paid Its Shareholders
Porsche Holding (PAH3.DE) – The Hidden Gem Amid Trump’s Tariff Chaos? 🚨📉📈
Anyone buy 0DE Spy Puts to hedge their weekly NVDA calls?
The Companies Cutting Jobs in 2024: Here’s the List
The Companies Cutting Jobs in 2024: Here’s the List
SyNBiotic - On the move (Germany's Cannabis/CBD leader)
Salona Global Medical Device Corporation $LNDZF (OTC) or $SGMD (TSX) : Medical Devices
$HSCS .27 WAS OVER 100% This could be a great stock for long or short term!!
HSCS Gains Over 100% AWESOME Potential
Vanguard is scamming mutual fund buyers
Vanguard is scamming mutual fund buyers.
MetAlert (MLRT) Purchase order for Gun Tracking & Safety Technology
Edison Lithium Corp. An Overlooked Lithium Junior To Take Notice Of (TSXV: EDDY; OTCQB: EDDYF)
Mentions
https://www.onvista.de/derivate/Knock-Outs/331752265-VY6ZAM-DE000VY6ZAM3?utm_source=ov&utm_medium=android%20app&utm_campaign=share But no puts on IB plattform ?
The S&P500 is probably the best long term choice in your portfolio. Nasdaq 100 and SMH would simplify your individual holdings. Your portfolio is approximately ~75% tech and ~55% S&P500 top 10 stock concentration. US large cap Broad market index: 23.7% S&P500 (SXR8) € 23.7% . S&P500 or Nasdaq 100 tilt: 44.1% Amazon 11.9% Broadcom 7.6% Google 9.2% Microsoft 7.7% NVIDIA 7.7% . SMH tilt: 9.7% TSM 7.5% Marvell 0.6% Micron 1.6% . AI cloud: 1.2% ServiceNow 1.2% . Regional indexes: 14.1% Japan (IJPA) € 7.1% Korea (FLXK) € 7.0% (majorly samsung and SK Hynix tech stocks) . Materials: 7.1% Gold (IGLD.DE) € 5.1% Silver (XAD2) € 2.0%
I have never written off DE and CAT. but I just like CAT better. I always thought orange man agenda would favorite them. I am just too hesitant
Yea this is why he moved, to avoid DE’s more stringent (i.e., existing) conflicted transax rules from the DGCL.
Stop being a big DE🅱️USSY and YOLO into SPCX
QQQ poots until pt 682 today Then go all in 0DE calls Could be the next 20,000% gain 🤡🫡
Nörgler gibt es immer, vor allem in DE
The Hook: The Bankster plays poorly or throws early options losses to convince you they are inexperienced or just having bad luck. The Lure:The Wendys Dumpster Connoisseur (WDC) easily win a small amount of money. This boosts his confidence and makes him believe the Bankster is an easy mark, raising the stakes and investing the rest of his pathetic savings in convoluted option and 0DE trading strategies. The Switch: Once the stakes are raised, the bankster plays to their actual skill level and sweeps the board. The Tears: The WDC is resigned to living in his mother's basement. By day he watches her cuckold his father who is sadly sitting in the corner, and the WDC cleans up both of their messes. He spends evenings and nights working lucrative shifts behind the Wendys dumpster, making up to $15/hour giving double unlubed handies to his valued clientele.
Imagine how life changing 1M+ would feel. Just one 0DE away. The table is still hot!
I am relatively new buy and holder, and have been investing since January 2026. * **MSCI ACWI EUR**: 29.55% * **TSM**: 18.57% * **MSFT**: 17.79% * **TTWO**: 9.15% * **ENR.DE**: 7.97% * **Core MSCI World USD Acc**: 6.15% * **SAN.PA**: 3.85% * **CL**: 3.73% * **MSCI EM USD Acc**: 2.79% * **MSCI World Small Cap USD Acc**: 0.44% My goal is to get away from the Tech industry even more, keeping still 70% in ETFs, 20% in stable and low growth companies, and 10% for betting. What are your thoughts? What am I missing in my portfolio?
* **The Hook:** The Bankster plays poorly or throws early options losses to convince you they are inexperienced or just having bad luck. * **The Lure:** The Wendys Dumpster Connoisseur (WDC) easily win a small amount of money. This boosts his confidence and makes him believe the Bankster is an easy mark, raising the stakes and investing the rest of his pathetic savings in convoluted option and 0DE trading strategies. * **The Switch:** Once the stakes are raised, the bankster plays to their actual skill level and sweeps the board. * **The Tears:** The WDC is resigned to living in his mother's basement. By day he watches her cuckold his father, sadly sitting in the corner, and cleaning up both of their messes. He spends evenings and nights working lucrative shifts behind the Wendys dumpster, making up to $15/hour giving double unlubed handies to his valued patrons.
* **The Hook:** The Bankster plays poorly or throws early options losses to convince you they are inexperienced or just having bad luck. * **The Lure:** The Wendys Dumpster Connoisseur (WDC) easily win a small amount of money. This boosts his confidence and makes him believe the Bankster is an easy mark, raising the stakes and investing the rest of his pathetic savings in convoluted option and 0DE trading strategies. * **The Switch:** Once the stakes are raised, the bankster plays to their actual skill level and sweeps the board. * **The Tears:** The WDC is resigned to living in his mother's basement. By day he watches her cuckold his father, sadly sitting in the corner, and cleaning up both of their messes. He spends evenings and nights working lucrative shifts behind the Wendys dumpster, making up to $15/hour giving double unlubed handies to his valued patrons.
I think the majority of the upcoming data center buildouts will continue more overseas than the USA. Long $VXUS, $EWY, $DE, and $CAT. All those US AI hyperscalers like Google, Amazon, and Microsoft will be spending those USD and exchanging them for Yen, Yuan, and Won.
https://www.itiger.com/news/1101037150?hl=de-DE
# FRAUDE DE AGROBERRIES CAPITAL GROUP En junio de 2023 invertí 325 mil pesos en la empresa AGROBERRIES CAPITAL GROUP, en la que prometían pago de utilidades cada 6 meses, supuestamente tenían contratos con empresas gringas para la venta de las berries y contratos de seguros por si había mal tiempo, etc etc etc, todo pintaba muy bonito hasta que no hubo pago alguno, primero dijeron que era porque tenían que resembrar el campo y en lo que tardaba en crecer la planta y así..., pretexto tras pretexto, el chiste es que 3 años despues siguen sin pagan ninguna utilidad, ni dividendo y no me devuelven mi capital a pesar de haberlo solicitado en incontables ocasiones. NO INVIERTAN SU DINERO EN ESTE FRAUDE.
Feds published more job openings. So why are these high tech employees are not finding work. For one thing these Meta employees are way out of league in terms of expected salaries. The experienced mid level is half a million dollars(E5). I looked up one DE, a prestigious position. No wonder he told me he owns 10 sports cars.
He lowered them on Farm equipment after he bought calls on DE
Okay I just posted this in other words but got banned by mods. I believe- 1) construction, 2) Optic fiber communication/light based comms, 3) (more obvious) local compute for local AI, 4) not so obvious but if it’s possible, space data centers (long shot). We also have Quantum but that tech is pure speculation at this point, but the optimization might just map out in terms of lowest energy modeling (just my random hypothesis) With that being said, it also depends on how long the expenditure can be sustained- seems like it’s there to stay based on deep pockets of our AI overlords. So, compute efficiency, data transfer at scale, physical infra seems to be it. I have also been following caterpillar and Deere since a while but haven’t invested since it’s mooned, but you need this for more construction. This might be a good place. I might just invest in CAT/DE. But this is my overall idea. Love to hear feedback about it. (Also, just put your money in any AI. The greed isn’t going away soon FOR SURE)
DE is following you... lol and PA too..
# [TecDAX](https://www.tradegatebsx.com/indizes.php?index=DE000A1EXRY4&lang=en) up 1.7% So this means Nasdaq will rally, and tomorrow KOSPI and NIKKEI rally.
MSFT 465C 0DE lottos here
0DE MSFT calls, hold my beer
Gotta full port some 0DE. This rent ain't gonna pau itself.
for a peace dividend trade, airlines are probably the cleanest and most immediate beneficiary. Lower fuel costs and fewer route disruptions hit earnings a lot faster than something like CAT or DE, where you'd need actual reconstruction and capital spending to follow... CAT feels like the biggest stretch fo me. Peace doesn't automatically mean a wave of new infrastructure projects. takes yrs, not mnths.
OP, Might want to think about setting a hard limit on how much tech you are exposed to. Just today I was selling some slow ponies (poorly performing stocks). With the proceeds, am looking at dividend paying CEF's & ETF's that performed well (relatively speaking) during the 2008 GFC and also 2020 Covid fandango. The dividends I am looking at are 6% and more. Already trimmed WMT, CAT, DE, & D (they are overweight winners) as well as GBDC, BRSP, and several other slow ponies. Part of my buying will be looking at existing holdings and bringing them up to a full 3% of the portfolio if they seem worthy. Total tech across all CEF's totals less than 5% (don't hold any individual names in Tech except for HTGC). Survived the stock market & thrived from 1986 forward. Trying to put the lessons learned to work, play some defense, and still win.
[Japan finds lapses in 🥭 treatment facilities](https://www.msn.com/en-in/news/insight/japan-stops-indian-mango-imports-after-inspection-findings/gm-GM3DE7567A?gemSnapshotKey=GM3DE7567A-snapshot-1)
My calls on $DE went 2000% gain° It hasn't happened yet but it 100% will by saturday, I've screenshotted the clearest signs from God 🙏 will make the best gains post ever on Saturday
Already did lol it's running !banbet $DE to 576 5d
God legit giving me the most insanely awesome signs that $DE rockets this week 🙏🙏🙌🙌 Have literal proof screenshotted on my phone. Can't wait to post a 2000% gain on my calls by Saturday. I guess deal agreement this week would be the logical catalyst
I wouldn’t bother with rail at all. I work as a DE for a leading supplier for rail, extremely slow growth market
I stand corrected. Though they are among the most expensive in the world, about twice as much as major European carriers. * Rogers 5G+ Lite: 60 CAD + tax / month * Bell Lite: 60 CAD + tax / month * Telus 5G standard: 60 CAD + tax / month Europe: * Orange (FR) 120 Go: €20.99 incl. tax * Movistar (ES) Móvil 50 GB: €20 incl. tax * Vodafone (UK) 50GB Red: £21 incl. tax * O2 (DE) Mobile Unlimited on Demand Flex: €22.49 incl. tax * T-Mobile (PL): Internet bez limitu: PLN 85 incl. tax * Telstra (AU) Basic: AUD 74
Fuk DE. It’s supposed to be green
In 4 hours you find out if my prayers and signs panned out and options print for $DE earnings 🙏 When I eventually turn that initial $500 into 100K within 2 months you'll hopefully reconsider how things really work 🙌🙇♂️ I know for a fact these will print because I know of the reality of the Lord God, the creator of heaven and earth, who leads us to lay down in green pastures, by still waters 🙏
We John Deere Green or is DE blowing up?
More than half my (small) port into $DE calls for earnings in the morning. I got clear signs for $DE and I trade blindly based on prayer/true faith in my heart 🙏 Initially started with just $500, went up big on calls on POET mainly due to a sign, turned into about 8k now. I intend to turn it into 100k with this method within a few months. Watch $DE fly in the morning.
DE earnings before open tomorrow morning. Anyone in? Their robotics shit might get in on the narrative this week?
0DE poots Small sized position in case market decides to close flat before NVDA earnings
Robotics is fuckin heating up, thoughts? Only earnings i can find this week Is DE and I want in
Any thoughts in DE earnings coming up? Their robotics shit is heating up
TLDR DE - UP, DD: Prayers, Pure heart, Vibes
I made my new post. The multiple clear signs I received from God are for $DE earnings thursday morning, I have calls 🙏
As you know I'm full port TSLA puts, V calls, DE calls, and FIG calls... pre market right now, TSLA is down, and the rest are up 🙏
I've just had another really strong sign on DE earnings. Very likely calls expiring this week as earnings is Thursday morning.
ADI, INTU, DE, ELF shares
Great, just know the requirements for God to answer prayers are -True faith, God is good, believe in that, to not believe is to be ungrateful for all the miracles he's already given you. The dark energies of fear and doubt are what destroys faith. There's only 2 options. You need to feel that faith in your heart, not your thoughts, most people just do thoughts, but their heart is full of anxiety. -Pure intentions, in future give to the poor and help others find God, be the best version of yourself -Learn all the lessons God wants you to learn, and be intent to use the spare time and success he will give you to spend time with him learning, as well as to not engage in any sin, repent all past sins $DE has earnings this week, I have $575 calls expiring May 22nd. I wasn't 100% sure on the direction so I hedged a quarter amount with puts but, I did get very clear signs so I'm pretty sure it's calls
Full ported 8k based only on prayers, true faith, and signs Fig calls.. V calls... tsla puts... spy 1dte puts... DE calls... Aside from spy most are 1 week out expiry, some 2-3 weeks All 5 went the right direction today so far, sold spy put, and now I'm over 10k so far Will be continuing this method and turning the initial $500 into $100k within a few months🙏
Fig calls.. V calls... tsla puts... spy 1dte puts... DE calls... Aside from spy most are 1 week out expiry, some 2-3 weeks
Banbet is already running but leaving this here and screenshotting Banbet, $DE to $640 within 1 week
DE feels like a good play They've been beat down for 3 months I always compare them to CAT who has been doing well So DE could easily jump up a huge percentage
I was just getting started on my foolproof plan for infinite money of buying 1DE SPY calls every day. It has now worked 0 times.
u can buy it ur broker has access to korea (IBKR, some others in US), or u can buy the ADR in EU (afaik its DE listed).
Serious question: I’ve been dabbling with SPY ODE. My strategy is buy $1,000 of calls ATM with a 10% stop and a 20% take profit. If the play moves in my favor I move the stop up to assure profit of no loss to $25 gain on the trade and continue moving the stop up on runners. My plays are nearly always stopped out on limit downs. (I am up $5,000 year to date with this strategy making 3-4 ODE trades a day). My question is would I be safer playing this strategy as a 1DE or 2DE but still closing on the same day as opened? What are the advantages/disadvantages assuming I will close on same day regardless? THANK YOU FOR YOUR ATTENTION TO THIS MATTER!
I want to buy into RHM.DE but it's still priced for near perfection.
⚠ BREAKING: Trump: Iran, US mutually agree to pause Project Freedom shipping movement through Strait of Hormuz while blockade stays in full effect. LMAO TACO TUESDAY ON CINCO DE MAYO
i hope you have calls for CINCO DE MAYO TACO TUESDAY! 🌮
It's really none of your business how much money I have invested, but it is much higher than you have guessed. I will say it's under $1M for now. But I do agree. Retail should not hold over 10% of their port in individual stocks. I'm currently 25% $VXUS, 15% $EWJ, 15% $VT, 15% $GLD, 20% $TLT, and 10% random non US tech stocks that are rarely mentioned here like $DE, $CAT, $T, $XLE, and $CASY. As you can see I am very tech light & US equity light, but I have outperformed the $SPY every year but 1 since 2020. I would recommend BTD's in $VT and $VXUS over the $SPY and $QQQ due to the AI circle jerk bubble in US stocks right now.
$XLE and $DE are my only Green positions today. But it makes sense, if the market is gonna pullback & people become fearful, people still need food & energy.
A large part of my investments are in "tech infrastructure", so basically both these categories. But I look at a company like Siemens Energy as an industrial company that makes its profits from tech. If you believe industrials going forward will reverse the past decade of tech beating industrials, then like I said go for it. But you are using two very broad ETFs, and my view is the weaker industrial stocks are far weaker than the weak tech stocks. For example CAT is up +184% the past year but DE is up only up +20%... and DE is a fine company. Maybe the really good industrial companies will not get diluted by the merely okay and bad industrial stocks going forward, but since you are postulating a shift from the past (last year IXN almost double EXI) with only a four year time frame for it to occur, I'd think starting more 50/50 then shifting more towards industrial over time if your thesis starts to comes true would be a more profitable plan.
Go CAT, still have my handful of shares, was a good run upto liberation day but man what a headfake this year. Who knew all the profit last 2 qtrs were they make generators. They now an energy company? But it appears a pattern for the herd pump tech, dumping for cover and pumping to the likes of CAT/DE/BlueChip, risen, repeat every 2 weeks.
Lower DXY makes selling all that $CAT and $DE equipment cheaper overseas for exports as well. Also I think you are underestimating the long term asset value of all that CAT and Deere equipment. It will not depreciate in value as quickly as all those semis will.
Hmm i see only LPK.DE. Is this it?
"DOW which is still behind so much" DE & CAT has entered the chat. Heck my CATs are up 100%, sold 50% at liberation day, stupid me should have yoloed and the dividend is a chef's kiss.
Feeling kind of toppy. Sell everything and buy 1DE puts.
The space industry ETF [JEDI.DE](http://JEDI.DE) has dropped 11% over the past five days.
Alright so I'm up to a bunch of dips that I'm now eyeing up. AMTM, DE, some set of defense/aero names - GD/GE/TXT/NOX, dollar stores maybe DG/DLTR, LLY, and healthcare as well - THC/UHS. Gotta start picking between all these to slowly start adding positions lmao
Sell the losers let the winners run. ODE set reasonable take profit. Don't let a 0DE get below 25% Own some shares in the underlying
BTD in $DE while everyone is watching & overpaying for semis.
Where's Mr. "SKLZ" doesn't deserve our FOMO at? TOMORROW WILL BE MY DAY OR MY NAME ISNT PABLO DIEGO JOSÉ FRANCISCO DE PAULA JUAN NEPOMUCENO MARÍA DE LOS REMEDIOS CIPRIANO DE LA SANTÍSIMA TRINIDAD RUIZ Y PICASSO.
I will buy a SPY 0DE and put a halt to this economic ridiculousness right now
I will buy a SPY 0DE and stop this ridiculousness right now
And now rec can be DE-scheduled. Exciting times friends.
Calls on $DE I guess?
Hallo zusammen, ich benötige eure Einschätzung zu einer Reklamation wegen eines mutmaßlich fehlerhaften Knock-outs heute. Vorab ich habe ein long Kock-out Zertifikat mit einem 20x Long auf öl geholt der Kurs ist um ca. 2,5% zu dem Zeitpunkt nach meines Einkaufs gestiegen und ich wollte mal sehen wie weit ich vorne bin und auch höchstwahrscheinlich verkaufen und sehe zum meinem Glück das mein Knock-out Zertifikat nur noch ein wert von 0,86 Euro hat. Ich dachte natürlich als erstes das ich ausversehen anstatt long short gegangen bin was absolut nicht der Fall war und hab das gründlich nachgeforscht und kann es mir immer noch nicht erklären, da der Kurs nicht ansatzweise in der Nähe des Knockouts war oder von meinem Einkaufspreis zu weit entfernt war. Die Fakten: Produkt: Vontobel Open-End Turbo Long auf WTI (ISIN:DE000VY2EDK5) Trade Republic Knock-out-Barriere: 86,00 Dollar Zeitpunkt des K.o: Heute um 21:30 (21.04.2026) Abweichung:Laut Vontobel wurde die Barriere von 86,00 Dollar berührt. Ein Abgleich mit den Real-Time Daten der NYMEX (WTI Future) ergibt jedoch, dass das Tief im fraglichen Zeitpunkt bei nur 87,86 Dollar lag Ich habe eine Beschwerde an Trade Republic, wie auch an Vontobel geschickt. Meine Frage: Hatte jemand auch mal so ein Fall und wenn JA was tun bzw. wie war der Ausgang
Try full porting some 0DE's loser
sTRAIT oF iRAN IS OPEN lITERALLY!DJT dR jESUs DE GULFO DE AmeriiiCaaa CLAN SAID IT AND FORGET IT..
I know you were in CAT, DE. Thoughts on URI?
Bearish trade of the day… DE.. dead cat bounce
You also have the DXY devaluation trade with $CAT, $DE, and industrials. I kinda screwed myself not realizing $CAT and $DE would go down along w/ $VXUS if the DXY rallied. There are so many correlations that it's easy to find yourself too leveraged in one direction short term.
HAHAHA. I sold out of $CAT at $713 thinking I dodged a bullet just to see it hit new ATH's 3 weeks later. $CAT and $DE are 2 stocks I just need to buy everytime they pullback below their 50 DMA and just buy and look at them later. I might wait for $DE to hit it's 100 DMA before adding since argriculture isn't doing so hot. But $DE has a huge construction segment too. All those Yellow Bulldozers at those data center construction sites aren't just CAT equipment. Deere construction equip is color Yellow too.
Yeah my shares of $DE were down over 3%. I think the Josh Brown HALO trade got a bit ahead of itself. The PE of $DE and $CAT is higher than $NVDA.
Maybe my 0DE out of the money QQQ puts for Monday will pay off finally …
I got a few of these today. These industrial stocks (mainly just traded CAT and DE) move really slow and chunky and the options do too. These were trading near 2.20 yday then today at open they hit 1.5 and the stock hadn’t moved. Plus they’re way OTM and kinda illiquid so they’ll flop all over the place for no reason. BUT they can pay really well too. Like it’ll go from 615 to 630 and these options can triple. Idk if we’re cooked yet. After a big move last 3 days I expect to see things go limp into Friday afternoon. People want to take some risk off into the weekend. If there’s no major escalation with Iran over the weekend we probably keep pushing higher 🤷🏻♂️ or not idk
This is where I get hated on by both the bulls & bears for looking at charts. Just like I was called a perma bull for BTD the last 2-3 weeks, I'm looking at the $QQQ and there is heavy resistance around 610. We've already had 8 straight green days for $QQQ; I just don't see how it doesn't at least retest its 200 DMA of 597. I guess they did add WalMart to $QQQ a couple months ago. Maybe they could kick out a couple software names and add $CAT and $DE to $QQQ to stay above the 200 DMA. /sarc
https://www.schleswig-holstein.de/DE/landesregierung/themen/digitalisierung/linux-plus1 Some governments have already started to migrate away from MSFT and their products.
If you knew that Meta releases the new AI model yesterday - would you realistically put all your money on 0DE calls? I genuinely thought that was priced in. It was a surprise to see META sky rocketing.
$SONY, $CAT, $DE, $T, and $LEVI Everyone of them is boring, but also likely to still be market leaders 50 years from today.
I won't argue with that. I've been buying more World ex US stocks than US stocks b/c they are cheaper. I'm also more into the HALO stocks for my US positions. Boring stuff like $CAT, $DE, $T, $LEVI. I'm not smart enough to predict who the winner of the AI cap ex spend will be. If I had to guess it'd be either $AAPL or $GOOG b/c they will just sit back and buy the winner.
Referring to DE....I own a small equipment dealer chain and equipment sales have been ramping up since late last year. The market is trying to price that in for companies like DE. Not May favorite play, but I don't think it's completely illogical to be valued as such. Also, there's huge incentives on the OBBB to buy equipment this year, so there's a nice government backed tailwind. Personally, it's not where I'd want to allocate cash though. Farms getting hit by low crop prices and high input costs aren't likely to spend big.
So we are moving back from the oil rig tanker zombie apocalypse trade to the Josh Brown HALO trade. This market loves its extremes. It works for many of my holdings; but IDK if $DE trading at a higher forward x earnings than $NVDA is exactly well priced either. I'm prolly an idiot but I'm trimming Deere & Co here. Love the company; but it's a bit pricey rn.
All you need to consider is will the product be relevant in 10 years, 20 years, 30 years. Everything else is just noise and buzzwordery. Buffet wasnt there on his Robinhood selling and buying things because of PE or PEG or DE or the current scary headline that the news programs into your mind.
It’s about time for my stable value holdings of TMUS, VZ, DTE.DE to see gains.
$EWJ, $VXUS, $GLD, and $IGV. All my buys for the year have been over the last 2-3 weeks. I know you asked about stocks; but I've moved entirely to ETF's minus small positions in $CASY, $T, and $DE that I would have to pay way too much in capital gains to sell.
Interesting they rushed this statement out before the speech today, seems like the GOP is fracturing from the administration behind the scenes. McConnell, Coons Statement on NATO **LOUISVILLE, KY** – U.S. Senator Mitch McConnell (R-KY), Chairman of the Senate Appropriations Subcommittee on Defense and U.S. Senator Chris Coons (D-DE), Ranking Member of the Senate Appropriations Subcommittee on Defense, issued the following statement on NATO: "NATO is the most successful military alliance in history. It has underpinned the security of the United States for more than 70 years. "The only time NATO has gone to war has been in response to an attack on America. NATO troops fought and died in Afghanistan and Iraq alongside American forces. The United States must not take this sacrifice – nor our allies' commitment to make it again – lightly. "Alliance disputes are as old as the alliance itself. Americans are safer when NATO is strong and united. It is in our interest for all allies to tend this unity with care. United States joined NATO in 1949 when the Senate voted to ratify the NATO treaty, and the United States will remain in it. The Senate will continue to support the alliance for the peace and protection it provides America, Europe, and the World."