Reddit Posts
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)
WSJ - How Good is AI at Taking Your Drive Thru Order?
What’s your stock market investing strategies?
There's something I'm not getting about vertical debit spreads
Insider Trading Weekly Update #043: Matrix Capital Bets $107M on Biotech, $MSTR Senior EVP Sheds 97% of Stake | Insider Trading Recap
What am I missing about Sixt Vz. ?
Foreign (DAX) Stocks with great underlying financials
DHC Merger the RMR group fucking over investors and how to make money off it
$100,000 DE Bet (Low CPI and this is at $400)
Wall Street Newsletter S03E01: Complacency or Disbelief?
NETRAMARK (CSE: AIAI) (Frankfurt: 8TV) (OTC: AINMF) THE FIRST PUBLIC AI COMPANY TO LAUNCH CLINICAL TRIAL DE-RISKING TECHNOLOGY THAT INTEGRATES CHATGPT
Recession? Here's why top industrial CEOs are super bullish on the economy
A ChatGPT trading algorithm delivered 500% returns in stock market. My breakdown on what this means for hedge funds and retail investors.
A ChatGPT trading algorithm delivered 500% returns in stock market. My breakdown on what this means for hedge funds and retail investors.
A ChatGPT trading algorithm delivered 500% returns in stock market. My breakdown on what this means for hedge funds and retail investors.
A ChatGPT trading algorithm delivered 500% returns in stock market. My breakdown on what this means for hedge funds and retail investors.
Skywater Technologies rips today?
Skywater Technologies - A phenomenal opportunity?
Skywater Technologies - A phenomenal opportunity?
Nexters: a DE-SPAC video game developer of “Hero Wars” fame is back trading on NASDAQ!
Deutsche Bank default up next / inconsistency with AT-1 (Additional Tier 1) notes
DE legal cannabis bills advance in Senate (Newsletter: March 16, 2023)
dividend stocks - what are your favourites and why ?
Tesla Headed to $2T Market Cap long term
The Boom Time for Farmers Can Last. Who Will Reap the Rewards.
DE-SPAC with lots of Insider buys! SNAX / Stryve foods I also love their meat snacks!!!!
🍗 All The Most Important Stock Market News from Today 02/17/23
🍗 All The Most Important Stock Market News from Today 02/17/23
Ray Dalio's Economic and Investment Principles
Edmond DE Rothschild Holding S.A. Raises Stock Holdings in Toast, Inc. (NYSE:TOST)
Empowered Funds LLC purchases 114,529 Cipher Mining Inc. shares.
DE & MN cannabis legalization bills advance (Newsletter: January 26, 2023)
Cipher Mining Inc. Short Interest Update
Avacta life sciences (RTQ1): Sure shot Pharma stock!!!#AAPL#GAMESTOP
Van ECK Associates Corp acquires 127,088 Cipher Mining Inc. shares
Whats going on with Magroce AG ? + 1700% in the last 30 days ?
Magforce AG + 1700% in the last 30 Days ?
Van ECK Associates Corp Buys 127,088 Shares of Cipher Mining Inc.
$RVSN Continues its Bull Run, Marks Milestone with Second Successful POC
Already heavily in index funds but now looking for individual stock picks - I’m planning on adding around $4k each month balancing them.
Nuclear Fusion gonna be a game changer in Fuel & Energy sector
FEW MILLION DOLLAR SHORT POSITION. UPDATED POSITIONING. Also, I still get no biches 😔
o where do I stand.. week ending 12-2
Stock Market Today (as of Nov 25, 2022)
Jim Cramer says Deere (DE), which is trading at an all-time high, shows how the path of least resistance for the cyclicals is higher. Including Nucor (NUE) & (CAT). Do you think we might see a reversal now that Cramer is long?
$SOLO (ElectraMeccanica) is about to break out. Here’s why.
FEW MILLION DOLLAR SHORT POSITION ON MARGIN. UPDATED POSITIONING.
Trying to have a sense of the riskiness of (European) real estate companies like Vonovia
1812 Brewing $KEGS Company Joins Watertown Wolves Sponsorship Team
SPEYF adds a new HUGE addition to their advisory board
CNBC Pro ‘Very attractive’: Buy this automaker to play massive pent-up demand in U.S., fund manager says
$CAT Caterpillar’s dance steps are easy to follow, DE leads
German Bund Yield spread b/w 30yr & 2yr are inverted for the first time in history. (DE30y-DE02y)
Hero Technologies Executes Purchase Agreement to Buy Land in Michigan for Cannabis Operations
Chipmaker Qualcomm says automotive future business expands to $30 bln
$TWTR concealed from Elon Musk the fact that it paid former security chief-turned-whistleblower Peiter Zatko $7M in exchange for his silence in the form of an NDA one month before suing Musk. Will this impact the DE litigation? Is Twitter's chance of victory still 50/50? Please comment.
Mentions
WTF, just saw this post and checked the price I bought my CORSAIR VENGEANCE RGB DDR5 RAM 32GB (2x16GB) 6000MHz CL36 and I was shocked. I bought this one in April 2023 on amazon (DE) for 110 EUR (129 USD) and now that same performance will cost me 462 EUR (542 USD)
$DE is up over 1.5%. $CF up 3.5%, $MOS up 5%. Money is moving into agriculture. I guess someone is buying the real dip. That looks a bit defensive to me.
hOLD WEN DE;/S FOR EVER SQUAR BURGAR 💎👐🦅
greece outperforming germany in: - gdp growth: 2.3% vs. -0.1% in 2024 - unemployment trajectory: in GR: 8.2% lowest since 2009 in DE rising to 6.3% in october highest since 2020 (also remember germany has a lot of underemployment and they only work 35-40h fulltime) - business confidence - ATHEX ytd 43.1%; DAX ytd 18.70%
$DE has followed the $AAPL and $MSFT product strategy of planned obsolescence.
I've had a great month in Nov shorting $NVDA and $QQQ. For full disclosure I completely sold out of my leveraged $NVDA short ETF's yesterday. The $QQQ is at the price levels that I had previously started buying $SQQQ. I might start that short again, however, I am also looking at putting my bearish short gains into agriculture stocks $MOS and $DE. Buy low, sell high. .
$DE is down 5% today after beating on earnings but delivering some pretty piss poor guidance. \- Deere expects net income between $4 billion and $4.75 billion. Analysts are looking for $5.11 billion and would be a drop from the $5.027 billion reported for the year just ended. \- Deere in August said tariffs such as those on US imports of steel and aluminum cost the company $600 million. This is what I find most interesting as Deere & Co has a long history of sandbagging their earnings with very conservative guidance. “Looking ahead, we believe 2026 will mark the bottom of the large ag cycle,” Chief Executive Officer John May said in a statement.
Looks like tariffs are helping out DE as well. 😂
DE 10% slide on miss and lower guidance
DE has been on a solid run. A lot of the engineering names have also been killing it. AGX, FIX, IESC, ECG, PRIM have been crushing it.
It's very interesting to see a data center being built on my commute to & from work every day. They are excavated in an area I would estimate to be about 6 farms or maybe 3000+ acres of farm land. You see corn fields as far as the eyes can see, and then there's this huge barren wasteland area with CAT bulldozers and semi trucks and dump trucks everywhere. Napkin math of 180 bu of corn / acre would mean a loss of half million bu of corn / year for 1 data center. Maybe $DE is the stock pick from this data center fallout that I haven't even considered yet.
My foolproof plan of full porting 0DE puts appears to have some unforeseen downsides
Still yoloing on DE calls tho lol
https://www.google.com/search?client=ms-android-verizon-us-rvc3&sca_esv=052283a6d4230c4d&sxsrf=AE3TifObAYCLMtCeLtzfFscsXJd1VPyV1A:1763410874308&udm=2&fbs=AIIjpHwdlVWI4oi2g38E8_BbusNm3pTf6ItdW8-u0JVVBgXow2SS4XfWu_GDEb99WFnlrQTRreI6irPtfZJtDa4EEIgg0x3tUHxLg3XXRnTxVRQ9Q7pqPW_5d9D9bjlcc_FI4eiXFFuA2L4hCBXp_cA75QSMfg7MVtBvVSBLtS3P3hfBQmVCwpaMKjVAJW0aw1MLQ-ik4sEBWhHYuAaEJ2bboZEDax3yXXHxi39ufn6Ywy5BzuPB-DE&q=hm+curious+i+see+you+participate+in+society&sa=X&ved=2ahUKEwjFhoa2gfqQAxV52PACHS2QCyUQtKgLegQIFBAB&biw=384&bih=692&dpr=2.81#sv=CAMSURoyKhBlLWI5OXdzTUcwSzViMFRNMg5iOTl3c01HMEs1YjBUTToOSG1HbjFmVEhPb0oyOE0gBCoXCgFzEhBlLWI5OXdzTUcwSzViMFRNGAEwARgHIMfg7s4IMAFKCggCEAIYAiACKAI
I’d just go: 75% SPY, 15% BND, 10% cash. If you wanted to buy some individual companies to throw into the mix: PEP - soda and snacks giant CAT or DE - farm and heavy equipment MSFT - O/S software GOOG - search engine, Ai, maps, email, YouTube, it basically has it all. META - social media, Ai AMZN - consumer goods, web servers, Ring MMM - all kinds of materials, industrial and consumer, spun off its ear plug division which has serious legal issues BK - large integrated global bank, too big to fail PM - global tobacco manufacturer DIS - entertainment, legacy media
I'm European, my portfolio is in EUR. I own e.g. this ETF https://finance.yahoo.com/quote/SXR8.DE/ . YTD +3.6%.
Quarter port AMD 2DE 255p. Die piggy
Same but with 0DE calls Buying the dip only works when your dip doesn’t expire
I went to yahoo finance and compared the Alphabetically first equal weight index: Amundi S&P 500 Equal Weight : [https://finance.yahoo.com/quote/WELE.DE/](https://finance.yahoo.com/quote/WELE.DE/) 34.3% gain over 5 years. to VOO: [https://finance.yahoo.com/quote/VOO/](https://finance.yahoo.com/quote/VOO/) 90.7% gain over 5 years. Admittedly, OP believes there is a bubble, so past performance probably doesn't mean a lot.
Why is John Deere DE mooning?
Top Holdings: [](https://finance.yahoo.com/quote/2330.TW/) Taiwan Semiconductor Manufacturing Company Limited**2.77%**[](https://finance.yahoo.com/quote/0700.HK/)TENCENT**1.38%**[](https://finance.yahoo.com/quote/9988.HK/)Alibaba Group Holding Limited**1.05%**[](https://finance.yahoo.com/quote/ASML.AS/)ASML Holding N.V.**1.01%**[](https://finance.yahoo.com/quote/005930.KS/)Samsung Electronics Co., Ltd.**0.74%**[](https://finance.yahoo.com/quote/SAP.DE/)SAP SE**0.72%**[](https://finance.yahoo.com/quote/HSBA.L/)HSBC Holdings plc**0.64%**[](https://finance.yahoo.com/quote/NOVN.SW/)Novartis AG**0.63%**[](https://finance.yahoo.com/quote/ROG.SW/)Roche Holding AG**0.62%**[](https://finance.yahoo.com/quote/NESN.SW/)Nestlé S.A.**0.61%**
Too many possibilities. I assume he may be assisting a transformation. Address is to a Registered Agent Hub. Chat GPT: Address Listed for Officer: 8 The Green, Dover, DE 19901 — the same Delaware “registered-agent hub” address used by thousands of companies for statutory purposes. “8 The Green” is a standard agent address (as we discussed earlier), which means Hawkins is likely used as part of an agent service to register the corporation.
Did you even read the paper then cause Foldvary covers credit cycles (how credit effects the cycle), interest rates and monetary policy. Tech shocks are soft and small/shirt lived disruptions in terms of dips, and they tend to be market specific rather then you know, deeply effecting the whole economy like the land market does. After all, everything relies on land, neither labor or capital can function without access to it, and as soon as the speculative bubble on a key factor of production that is a non-reproducible asset reaches a point that neither labor or capital can afford to use it, the whole economy crashes as a result. Server farms still need land. Here's some shorts of Foldvary on the matter: https://youtube.com/shorts/GFnVPwhs2DE?si=z56ftmRbviOjp7vg https://youtube.com/shorts/mdtona5gqmg?si=tVJNsSf14LrDlRWZ https://m.youtube.com/shorts/MULNPuc4AKc https://m.youtube.com/shorts/eDikPynkXk8 https://youtube.com/shorts/xkiMpv6ceOM?si=zks585KuzP_Eo30n And Harrison on the subject: https://youtu.be/HhNLwcIaNJQ?si=M4SUXUPiTBUOcInZ https://www.thisismoney.co.uk/money/mortgageshome/article-9601221/The-18-year-property-cycle-tips-house-price-boom-crash-2026.html And Martin Wolf on how stupid it is to ignore this rent-seeking that clearly leads to a boom-bust cycle and ultimately makes the economy worse off; ignoring the negative externalities of rent-seeking in the economy and not implementing a solution, of which the one for the most important factor of the economy, land, would be to tax that economic rent away and use it for public good, and stop taxing production and capital, which just leads to deadweight loss.
A 501c3 has no shareholders. Even though it is worth maybe 100B, the non-profit will donate 100's of billions for society. This is what a classic successful non-profit will look like 100K in salaries and 100B in legit program grants. This non-profit is likely going to be the most impactful in the world given the amount of ammunition to pay grants with 0 overhead/salary to run. The part that MSFT owns and where the non-profit, Softbank other VC's owns are always for profit but controlled by the non-profit board. So while you can argue how a 500B enterprise is really about public benefit, it is controlled by this board. It's just capitalized with shares instead of partnership allocation. And be that as it may, Anthropic, which is known for strong governance is set up as a public benefit all the same. The law is the law and there is nothing DE and CA or anyone can do to impact the conversion.
BYND is going lower because of the convertible notes that had been tendered. This is essentially a debt for equity swap, resulting in the outstanding share count more than quintupling from 76 million to over 397.6 million shares outstanding. The lockup period to sell shares ended on Oct. 16 for the convertible note holders, meaning they were free to dump 397.6 Million shares onto the market. That BYND somehow, happened to become a meme stock at the right place at the right time was a miraculous godsend for the biggest note holders, DE Shaw, Wolverine Asset Mgmt, and Context Funds. They likely dumped their shares into your diamond hands.... [https://finance.yahoo.com/news/beyond-meats-1-600-4-075100281.html](https://finance.yahoo.com/news/beyond-meats-1-600-4-075100281.html)
[⚠️ WKN](https://www.onvista.de/derivate/Optionsscheine/309800228-HT8V8W-DE000HT8V8W3?utm_campaign=share&utm_medium=ios%20app&utm_source=ov)
You’re managing it the right way. DE’s been grinding higher with low IV, so your main risk now is gamma and time decay eating into that short. Just stay mechanical. if price keeps pushing above your upper short strike, roll the call calendar higher to re center your tent and keep delta neutral. You can trim or add shares around that roll depending on where your net delta sits. If forward vol edge is gone, converting the upper side into a call vertical like you mentioned is clean and risk defined. Otherwise, as long as IV stays stable and you’re near expiration, just let theta work. don’t overadjust unless you see another vol expansion Puts being dead is fine here, they’re doing their job offsetting a bit of downside vega if we pull back.
Solid! Still have overexposure risks and miss opportunities. A precision and proactive risk management might be tighten it up by hedging to +0.1 delta, rolling 470 calls to 480 if DE hits $475, setting a $460 put stop-loss, and closing early if the vol edge fades. Good luck! 👍
Can you further define data quality? I’ve ran DE teams and have friends who work there. Not sure I agree so perhaps you mean something different.
I hear you, there's definitely a certain charm to someone losing their life savings because they chased after some 0DE SPY puts but these meme stock fads feel like borderline ponze schemes. Yesterday I saw a bunch of less than 30 day old accounts promising to host lotteries if the BYND price went about $5, this was in other subreddits like the pennystock one mind you but surely that shit has to be illegal?
https://preview.redd.it/9pa11jgzhtwf1.png?width=3336&format=png&auto=webp&s=f516124fa5a717faa2627523d3625023a99ca05e Looks like there were 2 x 13Ds filed. One for WAM and another for DE Shaw.
owning 15k shares now as well. it‘s a no brainer to buy at this price. DE SHAW is in as well btw
Who bought 0DE $8 calls on BYND? Show yourself
Btw Apple is down 7.4% ytd in euroes and other currencies. Big part of the reason stocks look unstoppable is that the value of the usd has plummeted. https://finance.yahoo.com/quote/APC.DE
The same six core stocks I've always bought. AXP, COST, MSFT, DE, AAPL and ORI. Sure I dabble in other stuff (thank you ASTS!) and I'll take small fliers on interesting stories (right now GT, KDP, QXO) but I buy my core six on moderate dips and carry on.
DE000A418DA8 that‘s the isin. [Link is here](https://conda-capital.com/campaign/crowd-ukraine-aktie/)
yeah i bought the wrong one, but then corrected to ISIN DE0006599905
Aaaaand 0DE lottos cooked due to late announcement
The only way I can think of to scale this is to hire a bunch of guys to manually input the shit for you. Crowdsource accounts and do arb between different accounts / names. You can obfuscate all your arbs if you have multiple people. Difficulty of figuring it out who is "in the group" and who isn't grows exponentially as people increase linearly due to combinations of accounts you can arb inbetween. For example - a group of 6 people may be enough to run a sophisticated arb operation on. We know bookies blacklist people / talk to each other (just like casinos) -- so you gotta be smart about it. For example - if you have 6 accounts / people, A,B,C,D,E,F. You arb between A (long) and B (short) on two different brokers. You can do the combinations AB AC AD AE AF \-- BC BD BE BF \-- CD CE CF \-- DE DF \-- Never run the arb between two accounts with the same name. This gives you 14 unique ways to run arbs while minimizing risk of getting caught. With 10 people you basically can run hundreds of arbs in different combinations. Obfuscation is one way to remain undetected.
Wait for the announcement Full port 1DE It’ll gap up or gap down tomorrow
He wasnt that wealthy. The bulk of Amazon's 300k in startup capital came from his parents, who invested most of their life savings. Jeff and McKenzie managed to come up with 84k in assets to invest in it. A liquid net worth of 84k in the mid 1990s is not particularly wealthy. Im sure he was reasonably well compensated at DE Shaw, but wasnt yet anything close to wealthy. Solid upper middle class.
Woah woah woah. Jeff was a Princeton grad who was the youngest VP at DE shaw at the time. He wasn’t a billionaire but he was definitely wealthy. And he was the one who hired her at DE Shaw to be an administrative assistant and the only reason she wanted the job was to make some money why she wrote her books.
0DE puts were cheap last week
I sold my 1DE QQQ for a 4k loss right before that tweet
European industry etf, MSCI : Holdings: || || |[Siemens AG](https://www.justetf.com/en/stock-profiles/DE0007236101)|8.68% | |[Schneider Electric SE](https://www.justetf.com/en/stock-profiles/FR0000121972)|5.56% | |[Airbus SE](https://www.justetf.com/en/stock-profiles/NL0000235190)|5.14% | |[Rolls-Royce Holdings](https://www.justetf.com/en/stock-profiles/GB00B63H8491)|5.04% | |[Safran SA](https://www.justetf.com/en/stock-profiles/FR0000073272)|4.95% | |[ABB Ltd.](https://www.justetf.com/en/stock-profiles/CH0012221716)|4.34% | |[Rheinmetall AG](https://www.justetf.com/en/stock-profiles/DE0007030009)|3.75% | |[RELX](https://www.justetf.com/en/stock-profiles/GB00B2B0DG97)|3.53% | |[Siemens Energy AG](https://www.justetf.com/en/stock-profiles/DE000ENER6Y0)|2.98% | |[BAE Systems](https://www.justetf.com/en/stock-profiles/GB0002634946)|
I thought for sure today would move green to red because the “trust me bro, everything’s fine” tweet was retarded, and means nothing without revoking the 100% tariff increase threat. My 0DE poots got cooked. Market can stay retarded longer than I can stay retarded.
For the record my QQQ 598Ps expired worthless today If only I weren’t a degen addicted to fuckin 0DE
QQQ under 600 again Buying 0DE 590 poots on the attempted pump back over 600 tomorrow
Someone BTFD on DE! Make it run like DEER and not a BEAR 🙏
>VP JD VANCE SIGNALS DE-ESCALATION WITH CHINA AFTER BEIJING’S CLARIFYING STATEMENT U.S. Vice President JD Vance continued efforts to cool tensions with China, following Beijing’s conciliatory remarks last night. Vance said: 1.“We appreciate the friendship between President Trump and President Xi.” 2.“President Trump hopes the U.S. won’t need to use ‘leverage’ on China.” 3.“President Trump is willing to be a reasonable negotiator with China.”
VP JD VANCE SIGNALS DE-ESCALATION WITH CHINA AFTER BEIJING’S CLARIFYING STATEMENT U.S. Vice President JD Vance continued efforts to cool tensions with China, following Beijing’s conciliatory remarks last night. Vance said: 1.“We appreciate the friendship between President Trump and President Xi.” 2.“President Trump hopes the U.S. won’t need to use ‘leverage’ on China.” 3.“President Trump is willing to be a reasonable negotiator with China.”
Load of shit? Obviously you have no clue. Don’t display your ignorance publicly! Do your DE before you open your mouth septic hole. GL
You mean 0DE 672C at 0.07 10 bagger by the end of power hour
yeah germany’s auto numbers are ugly af… 18% down in a month is nuts. feels like volkswagen + bmw gonna eat the pain big time. i been peeking at VW’s chart, if anyone’s curious here’s a quick breakdown: [aimytrade.io/ticker/VOW3.DE]()
Using Palantir at my job as well but for DE. It's so bad, it's obvious the company is going to get off it in a couple years and go with a more mature product that isn't so closed off, deficient, and unmanageable
[SUA NOVA RENDA EM 1 MÊS OU SEU DINHEIRO DE VOLTA + R$100 NO PIX](https://pay.kiwify.com.br/sUqnazH?afid=k5f7MCX7)
[SUA NOVA RENDA EM 1 MÊS OU SEU DINHEIRO DE VOLTA + R$100 NO PIX](https://pay.kiwify.com.br/sUqnazH?afid=k5f7MCX7)
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[SUA NOVA RENDA EM 1 MÊS OU SEU DINHEIRO DE VOLTA + R$100 NO PIX](https://pay.kiwify.com.br/sUqnazH?afid=k5f7MCX7)
[SUA NOVA RENDA EM 1 MÊS OU SEU DINHEIRO DE VOLTA + R$100 NO PIX](https://pay.kiwify.com.br/sUqnazH?afid=k5f7MCX7)
Well, it would bankrupt you over 10 years if healthcare wasn't socialized lol. Maybe we should socialize gambling losses /s But I agree, there definitely need to be controls/limits, e.g. collateral/reserve requirements like "an account at most can only use 20% of total capital on prediction markets, e.g. to make a $2k bet, you must have at least $10k in the account". But it really depends on a person's perspective. I generally lean towards "when services are made illegal you tend to get black markets that have borderline no regulations or oversight, and the outcomes are often much worse in black markets (even though the policy is successful by greatly reducing market size)." Example: https://global-lab.luskin.ucla.edu/wp-content/uploads/sites/24/2021/06/Final_Sex-Markets-Policy-Brief_20210602.pdf Legalizing prostitution has been associated with *massive reductions* (~80%) in STDs/STIs. Note that many european countries (NL, DE) have legalized prostitution.
I’m buying 0DE poots and checking back in in a couple hours If I die I die
SPY 0DE poots on the 660 test Take half profit at 657 and let the rest ride with a stop loss
Confirmation bias regardless of political leanings. At this point you really don't know how this will turn out. is Europe any better? I think not. The social unrest in the UK, DE, Fr will take down the EU economy. US is the only place to park your money.
Daily reminder that DE is a low volume POS. Anyway, DE $175 by Friday; I can't be wrong two weeks in a row, right? 🙏
Can’t decide if I should just park cash in boring DE for safety or gamble on PLTR APP HUT ₿ for dopamine. Risk vs reward in one line: DE = boomers eating steady gains PLTR = cult stock energy APP = ad money printer (until it doesn’t) HUT = pray to Bitcoin gods
When you’re building a short-term portfolio for something like a semester project, it helps to step back and think about what you’re really being graded on. With real money you’d care about risk and compounding; in a classroom exercise the focus is usually on relative performance — who ends the semester with the highest return. That framing makes the incentives very different. Looking at your picks: AAPL and NVDA are clear large-cap growth names. They’ll usually track overall market sentiment, but they’re also widely covered, so surprises come more from macro events than from sudden company-specific news. PLTR and TSLA are more sentiment-driven; they can move sharply in either direction if narratives around AI or EVs shift. CCJ is tied to uranium, which makes it more of a commodity play than a traditional equity bet, while [RHM.DE](http://RHM.DE) gives you European defense exposure — that’s sensitive to geopolitical developments rather than just U.S. earnings cycles. KRYS and L (Loblaw or Loews depending on ticker) diversify the set but are not typically momentum leaders. The key point is that you’ve chosen a blend of mega-cap growth, high-beta tech, and a couple of niche plays. That mix can perform well if optimism continues, but it could also underperform if sentiment turns. For a short time horizon like a semester, results often come down less to stock-picking skill and more to the broader market backdrop. If markets rise, your high-growth tilt probably does fine; if volatility spikes, those same names are the ones that tend to fall fastest. In practice, the exercise isn’t about whether these are the “right” companies, but about showing that you understand the forces driving them. If you can explain why you chose each — tech momentum, defense demand, commodity cycles — you’ll be in a strong position regardless of how the scoreboard looks in December.
First off, I’ve been investing for 2 years and have limited experience. But to answer your question, I read news, mostly on Yahoo Finance, and in November last year I had an aha moment when I realized that just like AI needed chips (Nvidia etc) they also need immense power. And in November there was an article about this, and about different American energy companies. I made a watchlist of all of them + others I found, and then I watched them over time. I invested early in VST because it seemed less volatile and less ”fame driven” than OKLO with the connection to Sam Altman. I saw OKLO go from 18 to 50, then down again to 20 in March 2025, the up and up and up after that. The point of my story here is to be curious, make watchlists so that you get to know the movement of the stock over time. FWIW my energy watchlist is CCJ, CEG, NUKL.DE, OKLO, SMR, TLN, VST, XLU. I also bought Siemens in Germany for similar reasons. Disclosure, I hold OKLO, VST, CCJ and Siemens. Wish I had bought TLN early as well. I have other lists for eg quantum computing and for minerals.
CA1.DE - Serienreife Küchenrobotor mit ersten Auslieferungen. Großes Potential, da Arbeitskräfte Mangelware sind und teurer werden. Der Roboter hat etliche Einsatzmöglichkeiten wie Kantinen, Flughäfen, Kasernen, Großveranstaltungen, Bahnhöfen, Großbaustellen, shopping Center, etc.
*"I made no claim on the state of humanity"* Mate, that's what "survival" means. Now, it may be someone else who said it, but if you disagree with them, don't come to their rescue then act surprised when we assume you're sharing opinions. And I don't think I'm understating the economic impact at all. It'll be tough for economies like Vietnam or Cambodia but China and the EU have largely decoupled and/or diversified their portfolio to be able to withstand the blow, if you can call that a blow. If you lived outside the US in 2008, you'd know. Barely noticeable if you didn't watch the news. During that period, unemployment rate was unchanged in China. In Germany, unemployment was lower in 2008-2009 than it was in 2006 ([see chart](https://data.worldbank.org/indicator/SL.UEM.TOTL.ZS?end=2024&locations=DE&start=1999)) while it went from 4.6% in 2007 to 9.6% in 2010 in the US. You people have an inflated view of the impact of the US over the world and it shows.
Why did I play DE instead of SPY? 😟
https://preview.redd.it/e2nqcka7nopf1.png?width=884&format=png&auto=webp&s=d769b16f0aa31284e0904952f107033b2ae41372 Also in DE
I tried buying 0de QQQ puts yesterday and today like an idiot A 25 point cut is all but priced in, and we all know markets will sell the news if that’s what we get—yet no pullback leading into FOMC Is market holding onto hope for a 50 pointer? My plan. 0DE puts if 25 point cut, calls only if 50 point cut
MÍNIMO 4,7 MILHÕES DE TITULARES 2030 para SPX. Sou engenheiro, então gosto de analisar os dados em uma projeção verdadeiramente conservadora, que nem é otimista, pois os dados não mentem. Pontos de dados iniciais para o modelo: •7 de fevereiro de 2025 → 165.000 titulares •11 de julho de 2025 → 185.000 titulares •13 de setembro de 2025 → 214.000 titulares Esse último salto mostra não apenas crescimento, mas aceleração na adoção. Como as projeções são calculadas: Tomamos a aceleração observada entre julho → setembro de 2025 e aplicamos essa taxa à frente. Em vez de assumir um crescimento estável, o modelo agrava o ritmo crescente de novos detentores. Projeções (crescimento acelerado): •Fim de 2026 → \~808.873 detentores (marco detalhado) •Final de 2027 → \~1,2M detentores •Final de 2028 → \~2,3 milhões de detentores •Final de 2030 → \~4,7 milhões de detentores De 165 mil no início de 2025 → para milhões até 2030. É isso que [u/MustStopMurad](https://x.com/MustStopMurad) quer dizer quando tenta explicar que estamos em massa crítica. Novamente, isso é conservador, considerando o cenário otimista de que teremos 45 milhões de acionistas em 2030. As pessoas nos chamam de loucos por dizer que vamos virar o mercado de ações, mas, na verdade, não é tão absurdo assim, se analisarmos os dados. Parabéns a todos, continuem com o ótimo trabalho Você estabelecerá toda a sua linhagem com o SPX se continuarmos exatamente como estamos. Pare de negociar, DCA SPX6900 e, pela primeira vez na vida, acredite verdadeiramente em algo Sinceramente, Miguel
Firstly, don't screen for *options*, screen for good **underlyings** first. Then Barchart (free) is good for that. ETFs are much safer than individual stocks, so I'd rather see you searching there. And don't worry, when you play ETFs with options, you'll get PLENTY of ROI. At Barchart: Across the top, click on ETFs. In the pulldown, left column, halfway down, click ETF Screener. DE-SELECT the Double-Long, Triple-Long, Double-Short, and Triple-Short. Leave Short checked. "Add a Filter" row: "Has Options" "Volume >1,000,000." Click "See Results." Change from "Filter View" to "Performance." Sort by "3M %Chg." Click the "flipcharts" button at the top right of the list. Set Chart Type to Line. At the left, leave the timeframe pulldown at "6M." Then skim through all the charts and find ones that are going up kind of smoothly. Don't look at the names, just the price action. (Because your love of crypto or whatever could influence your choices.) Ones that I think are subjectively "good": SIL/SILJ, XME, maybe GDX/GDXJ, MAGS I have real money in all those, playing them with options. Have fun!
I can literally log onto my brokerage and buy $1000’s of dollars of 0DE calls where the underlying would have to rise 20% in a day and no one would stop me. I would essentially be handing all of those dollars to the MM’s. I guess that isn’t risky
TSLA closing above 368 is massive TSLA 400C at open tomorrow 0DE
Deere & Company, $DE people don't think of Deere as an AI stock, but they should. Deere is a leader in actually using AI to create practical results as a core part of their business.
EVCO (formerly MNTN) with an PRE14 yesterday...looking to extend retroactively (liquidation deadline was in May). Interesting thing about this one is that they never paid the redemptions for their previous extension in November 2024. They were sued by their accounting firm in DE and NJ and lost by default judgement because sponsor ignored subpoenas (in deposition, CEO claimed he was busy planning wife's birthday party). Trust is subject to TRO's in NY. In the proxy, they offer to November redeemers to rescind their November redemption and resubmit a fraction of their November redemptions (I believe 80% but subject to change), leaving enough cash in trust to satisfy creditors and not violate TROs. If there is any money leftover, November redeemers get an additional top-off payment. If you redeemed in November extension, I'd encourage you to contact the company or the proxy agent. The above process is not automatic...shareholders need to sign a contract and deliver to sponsor, instruct their brokers, etc.
I have DE, LEN, HD & KRE puts open right now. If you’re somewhat bearish on *parts* of the economy, these are very good choices. Deere - holder of many souring loans, impacted badly by tariff policy on both ends of supply/demand, impacted poorly by immigration policy as well, a traditional cyclical that now looks materially weaker than rival (CAT) and simply trades at a huge premium for no reason. Lennar - it’s simply the weakest looking home builder in a crashing housing market. It’s impacted poorly by policy. They gave up margin to keep sales flowing. Execs *HAVE NOT* sold shares. Pretty much the only ticker related to housing where execs have not dumped. I think, under the hood, it could be so bad that that’s the reason they have not dumped. Home Depot - trades too high, impacted poorly by admin policy, housing crashing. This one is the biggest softball of bunch for just an immediate and quick 10-15% pullback. KRE - regional banks are extremely fragile and have been pumping for no reason. PNC had to swoop in and pick up a FAILING BANK over the weekend. While Home Depot is the most obvious for what you see on the surface.. regionals is the most obvious if you’ve deep dived how bad those CRE and re-performing loans look 👀 Now we know we’re seeing less workers. Their books look worse and worse every day. If you want financials/bank exposure in your port, there is literally not one reason to own a regional except for the fact you might drive pass the logo on your daily commute. Shit is bad bad 👀 These and other hyper-inflated NON-TECH stonks are the tickers that need to come down the most if we are to avoid some larger, broader collapse in the coming months.
*Everyone is a genius in a bull market.* Isn't that so true!! There's been a lot of geniuses in the last 15 years. Congratulations on fantastic gains. At this point, what percentage of your portfolio is basis and how much of it is gains? And what percentage of your portfolio are your individual stocks? My core is S&P ETF and about 30% individual stocks. I'm pretty sure my goal was 10% of individual stocks, but they keep doing so well that its hard for me to sell them (GOOG, NVDA, APL, AMZ, AVGO, DE, META, MSFT). The individual stocks could all take a 50% hit and I would still doing better than the S&P 500 over the same time periods.
I picked up some selective puts at EOD (LEN, DE, KRE, HD) Am I fucked? 🤔
I'm not far in DE, and houses are sitting longer here. A family member had to take 20k below asking in August to sell a nice home after it sat for 60 days.
DE stock. When those farms are sold off (or the government takes a stake in exchange for a bailout) they're gonna need new farm equipment.
Can DE get back above 500 plz.
Any DE traders here? We’re testing some promos that EU traders can join 👀
Do aura farmers use John Deere tractors? Does that mean DE calls during the off season are the play?
Just because the EU can't explicitly name specific companies in their regulations doesn't mean they don't achieve the same effect through other means. Of the 22 gatekeepers under the DMA/DSA, 21 are American companies plus TikTok. There's a difference between saying "These are our rules and everyone operating in our market must comply" versus "These are our rules, but they only apply to you, our companies don't need to follow them." While the EU claims that the DMA/DSA thresholds are neutral, when you see that out of 22 gatekeepers, 21 are American and zero are European, it doesn't change the fact that these regulations DE FACTO affect American companies exclusively while exempting European ones.
https://wertpapiere.ing.de/investieren/derivateportrait/DE000GV8LC11
You know there are more countries in the world than USA? https://finance.yahoo.com/quote/TL0.DE/
Top 3: Hensoldt 127% HAG.DE United 122% UAL Rheinmetall 110% RHM.DE
I'm getting fucking murdered on a DE put credit spread I had expiring today. Should have closed those fuckers earlier this week