HD

Traditional-Try5335

I have been following his strategy for a while now on my own HD, at least profitably, I can prove it is true

CANT_MILK_THOSE

IMO a better comp to FND would be specifically the Decor segments of HD/LOW and even more specifically their "Big Ticket" DIY (which have significantly underperformed their house). Those are much more closely tied to housing macro same as FND. I mostly use the Harvard LIRA to get a sense on macro and it's only slightly bullish through Q1 2026. Either way great write up and best of luck to you.

Traditional-Year3847

My thesis is based around structural issues that are worsened with the macro environment. If you see my first post, you can see my full thesis as to why I believe this is the case - this post is simply an update for Q1 2025. I also don't think a PE could buy them since they barely own any of their stores or manufacturing. They would be buying the brand name which... isn't that valuable in my opinion and from the reviews I've read. A strategic buyer would be the only viable exit that could make sense and it would be for the sole purpose of consolidating. Even then, you gotta ask, why would the viable strategics (HD and LOW) pay a premium to buy a company that is heavily leased based when they are more ownership based? They wouldn't exercise 200 store leases... How come no one bought LL or the Tile Shop? cause they are structurally garbage. Actually LL, the Tile shop, FND, HD, and LOW are all considered the same peer group since they all operate in the same environment and are affected by the same drivers. The question you must be asking yourself is why did LL go bankrupt? why is the Tile shop struggling so much to stay profitable? when you do a deeper dive, you see how FND matches their business model closely and deviates a lot from HD and LOW. I do a full comparison of LL and FND in my first post, which you can find a link for at the bottom of this post. I implore you to read it all and then tell me what you think. HD and LOW are consistently doing better than FND.

RaiseAnotherMansKid

They have a demand problem due to macro but the box is not fundamentally broken. The stock is driven by existing home sales which are at trough levels. If existing home sales gets better the stock will go up. Also goes up if the fed cuts rates or if the market gets a hint of rate cuts coming. You're making a call on housing macro which can improve significantly. And people are already quite bearish on the stock. They do outperform their flooring peers and take share from independents -- why they haven't taken a lot more share is a good question. But again housing macro is bad so everyone is getting hammered. HD and LOW are home improvement but flooring is a small part of their revenues, so not an ideal peer comparison. What about... Tile Shop and LL. LL went bye bye. Tile Shop sucks. Who is actually doing better than F&D consistently?

Grizzly_adams32

Thoughts on HD?

dralva

He may have forgotten the talk he had with the CEOs of WMT, HD and TGT

LongevitySpinach

I sold bear call spreads (credit spreads) on HD, doing well so far. They're just as exposed to chinese imports. But don't have a grocery section or pharmacy. And a large portion of their sales are consumer discretionary.

Hoosier14567

My local hardware store is now selling most things at 3 times the price of HD and Lowe’s. I can’t afford to shop local and I don’t care anymore.

ClandestineGK

You've got some big retailers reporting at the end of this month WMT, TGT, HD, LOW, BBY etc. I can't possibly see how we don't see weak guidance or someone pulls it completely with all the uncertainty.

zen_and_artof_chaos

Has nothing to do with HD really. It's just a motorcyclist thing. Also generally helps with performance.

bionic_cmdo

It's past 11 pm here and those damn HD are rumbling past as I type. I took fckn hate them.

jj4379

harley are dying because they fail to market themselves towards anyone over 50, and their main crowd are literally dying out. I'm a motorcyclist myself and we've all seen this coming for a long time. They don't really innovate, they bought a really promising battery tech company that just started to develop amazing electric engines and killed it, released the pan america adventure which is a heavy piece of shit, thought the pneumatic valves are the first ever put in consumer bikes I think which is their only modern thing they've really done. They have one electric bike or so. They have a reputation for breaking down and parts taking forever to come in, money grubbing, and they again fail to market themselves beyond that hilarious tough-guy schtick which everyone laughs at now. Harley are a plague that need to die. Indian motorcycles are leaps and bounds better than HD

anxious_differential

Not a fan of HD. These motorcycles use gasoline to generate vibrations and make noise, with horsepower as a side-effect.

Ok-Onion-3102

Agree! While the stock exhaust sound level is fine, many HD owners change the exhaust to make more noise. They are a nuisance everywhere they go.

whiskeyvacation

Not to mention the typical HD customers are boomers who are aging out. It's a dying company.

mr-mysterium

How's the market going to look when a basic HD tv starts at $800? How about when a Macbook Air is $2000?

bzeegz

I’ve did too but I had the same TV in my room as a kid from age 5 till I left for college, now people expect to buy a new TV every 3-5 years. The technology becomes obsolete as quickly as possible—it’s planned obsolescence. It’s why we went from plasma to DLP to LCD and HD to UHD and even that curved bullshit they tried to sell us. Between that and then pushing 3D on us it became pretty obvious that they had to sell you a new TV every 3 years or earnings miss, stock tanks, chaos ensues and so on. Great for everybody.

narrowant341

🥭 meets with WMT, TGT and HD. They tell him price will rise, ports will be empty and there will be empty shelves. 🥭folds in the meeting, the retailers resume Gyna shipment. 1 week later, China commerce ministry confirms US reached out to strike a deal. 

NitWhittler

I just bought a bunch of new tools at HD. The planer I bought about 2 weeks ago for $599 is now $849. The machine stand I bought for $107 last week is now $173. I bought several thousand bucks worth of other tools that are ALL drastically marked up now. I guess I should be glad I bought before the tariffs kicked in, but I still have more stuff to buy and I'm putting everything on hold now. I also *had* a building addition planned for this year. That's also on hold now because of the sudden rise in costs for everything. No contractor can give me a firm price due to the unpredictable price increases in materials. It's impossible to budget for anything with Trump acting like a madman. Good luck finding a door at a reasonable price!

day_bowbow

I’m looking at buying a new front door. 3 weeks ago they all had price stickers at HD. Now EVERY SINGLE DOOR (dozens) has a blank sticker over the price.

DerpDerper909

You’re actually wrong on multiple fronts. Cameras do see depth, you just need two of them. It’s called stereo vision (search it up how it works on Google), and it’s literally how human eyes work. With a pair of front-facing cameras, you can calculate depth using disparity between image frames. Tesla also uses structure-from-motion and monocular depth estimation methods that use movement over time and neural networks trained on billions of miles of real-world video to reconstruct 3D scenes from 2D inputs. Saying “neural networks can’t decode a 3D world from 2D imaging” is straight-up false. There are depth prediction models, vision transformers, and full spatial-temporal stacks that do this extremely well. Waymo being “two levels above” Tesla is misleading also to be honest. They operate in tightly geofenced, pre-mapped zones with full HD maps, constant connectivity, and ideal weather. Tesla in contrast is building a system designed to generalize everywhere, without depending on a pre-scripted environment. Waymo isn’t more advanced—it’s more controlled hence why it’s technically level 4. Still, Waymo is ahead of Tesla in launching this to the average Joe. But people need to really understand LiDAR isn’t all that great. It’s more of a crutch. It gives you a sparse point cloud with no semantic info. You still have to train complex models to make sense of that data, and it sucks in bad weather or even in dust. It’s expensive, power-hungry, and doesn’t scale. Tesla’s bet on vision is hard, but it’s the only real path to universal autonomy in my opinion.

elpanblanco85

The recession is coming. The fact that Walmart, Target, and HD has to go to 🍊 to beg to cut the tariffs mean we're just in the beginning of it. America is cooked

Anxious_Cheetah5589

I talk to a lot of people as part of my retirement job (handyman). HCOL area (Boston suburbs). I've been asking all my customers how it's going at their companies. They all say things are tight, layoffs, etc. One guy just had to lay off 3 people. Another was among 5 people left in his group, 12 were let go, and the manager was demoted. Lowe's and HD are empty, employees standing around talking to each other. I also contract to a commercial maintenance company, one of their biggest customers (a national self storage chain) is deferring all non essential work. The statistics may not show it yet, but things are definitely not OK, at least around here.

Old_Culture_3825

I'm not so sure. I'm mostly out of market beginning of Feb. That was the easy bit- as obvious as Bears St. crashing on Italy leaking they would shut down trains wanting to leave Milan on a saturday morning. All no brainers to get out. Agree our rep is damaged. Not so sure 'beyond repair' as life tends to revert to the mean. I'm staying out for now, as well. But the advancements in AI are still true and real and this stuff won't stop that. For me this is really a bet on will orange man be permanently neutered or not, for all the blowhard bravado. True, this is really really weird. But, equally - Walmart, Target and HD walked in and said get your shit together you clown. And he did. Bessent walked in after the Powell nonsense and said get your shit together clown. And he did. He folds like the proverbial wet napkin and still declares victory. My short term belief is China will still call his bluff. Market will understand that soon enough and tank again. I"m guessing 25-30% from the all time highs is bottom with a very slow, bumpy fix over years..but it will go up eventually. Housing crisis of 08 markets dropped about 50% - and that was 'oh shit here comes the depression'. We have had two of those moments in 2 months already - tariffs and Powell incidents. He quickly course corrected cuz the money guys were in his face. I think that indicates we won't collapse. China, again, will hold and we drop. Only wildcard (BUT a BIG one) is does the clown have the capacity to create the dictatorship. 50/50 bet there...he sure wants to but it will come down to the Supreme Court and the military - and we just don't know. I'm out for now but if it drops 30% from all time highs and I don't see him getting past the courts...back in for the next decade and enjoy the gains.

69Stock_God69

What do you guys think? 33,02% UBER TECH.DL-,00001 27,62% BYD CO.LTDH YC 1 25,40% BAIDU AADR DL-,000000625 7,52 % AEROVIRONMENT DL -,0001 3,24% XRP 1,22 % XIAOMI CORP. UNSP.ADR/5 1,22 % APPLIED DIGITAL DL-O1 0,55 % NVIDIA CORP. DL-,001 0,15% TENCENT HLDGS HD-,00002 As Trump is destroying his own economy, i invested a lot in China. What do you guys think is still missing? Iam thinking about Investing $8000 in some safe Stocks because I need the Money for a car in the Future. Thinking about Microsoft and a bit more in Nvidia like 50/50

zebra0dte

Pretty good for a HD to last 23 years if you ask me. Calls.

Peterd90

My sense is that the market realized that Trump has limits when there is enough push back from corporate execs (HD, Lowes), scathing WSJ op eds and Ken Griffin saying Trump is ruining the USA brand. That said, I think we will leg down as q2 numbers will be bad

Key_Administration_7

Do you think Trump has ever set foot in a Walmart, Target or HD? He has no idea what a fully stocked or empty shelf looks like. Or even what would be on the shelves. He just learned the word groceries last week.

Diamondback424

I thought this was pretty obvious...95% of items sold in Target/Walmart/HD are from China. His tariffs are going to threaten to put "too big to fail" companies out of business in a year.

Decent_Top2156

CEOs of Lowes, HD, Walmart and Target meet WH last night. Coincidence?

Watchforbananas

> on the leak it is not N2 node but N2P. Then this should be compared to 18A next iteration to be fair. Fair enough, I missed that. But it's still a fair bit closer to N3P than N2P and I'd wager N2 is probably closer to N2P than N3. > What was officially presented by TSMC and Intel show parity between 18A and N2 for HD sram cells density. With a performance advantage for 18A. I'm gonna wait for some real world results to be honest. > 18A has entered risk production phase so it is unlikely to have major yield issues. Cannon Lake even managed to ship despite massive yield issues - high risk production can mean anything. And btw Nova Lake is seemingly gonna use N2, perhaps even for the compute tile: https://www.techpowerup.com/335787/intels-nova-lake-processors-reportedly-slated-for-tsmcs-2nm-node. Not a great look for 18A >For Intel3, yes between N4 and N3 is what I call a good node. Intel used to be multiple generations behind and now they have caught up. With Intel 3 the Client Computing Group seems to have given up all hope and Granite Rapids is a bit underwhelming. Btw did you see the rumors about the 20% layoffs? Doesn't seem like Intel expects a turn around any time soon either.

alexnvl

Those were computed with approximations by non professionals on numbers that were never shared or confirmed by neither TSMC or Intel. On top of that, on the leak it is not N2 node but N2P. Then this should be compared to 18A next iteration to be fair. What was officially presented by TSMC and Intel show parity between 18A and N2 for HD sram cells density. With a performance advantage for 18A.  18A has entered risk production phase so it is unlikely to have major yield issues. For Intel3, yes between N4 and N3 is what I call a good node. Intel used to be multiple generations behind and now they have caught up.

WideLight

I have also learned today, from my \[former\] HD rep, that the company is going through a major restructuring and doing away with at least some of the contractor programs they had previously. Offering some people 70% pay cuts if they want to keep their jobs. Take from that what you will.

Kobsteron

Calls on HD it is

IncomingAxofKindness

Just sign up for HD card and get it for 34.95.

SplatThaCat

Unfair government subsidies for solar - as in, a non-zero number. I can guarantee you, less than 2% of solar panels being installed here are made in the USA. Everything is Chinese made - solar here installed is less than $1 per watt, and we have 10X the install rate of the US, adjusted per capita. For an idea of price - $106 AUD ($68 USD) for a 440W 96 cell bifacial panel, quantity of 1 for retail - not wholesale. (TWMNH-48HD440 at tradezone.com.au)

ankole_watusi

Aren’t we repopulating those abandoned factory and mining towns? Plenty of housing to go around! HD is the name. Just fixer-up! /s

nootropicMan

Mango + WMT + HD meeting later today pump?

purpleinme

Walmart, Target, HD, and Lowe’s should tell Trump they are going to lay off tens of thousands of workers due to his retardation.

NoNDA-SDC

Bought a Target call after I saw this, and DCA on HD. These meetings usually come out in a favor of the business, that's what happened several times now with auto related tarrifs. Not going heavy here because who the heck knows what will actually happen, but I suspect it will be positive. Donnie overplayed his hand, he can't just push everyone to fold.

Plastic_Ad_1106

After meet Trump will be like: HD, Lowe's, Walmart, Target they very much loved Tariffs and wanted them to be in place before each of them even came to existence so that they wouldn't have had been so dependent on Chaaiiiinaa. I have done more for retailers than all previous presidents combined. We will have to think about tariffs, maybe I'll remove them or maybe I will further increase them. Everyone loves Tariffs. Powell is a major loser. I I've done more for Catholics than all Popes combined. Hegseth is a patriot but maybe we will look for an alternative, maybe not. Everyone loves Trump. We have the mandate.

Realawyer

Retail is still buying the dip. We aren't close to a bottom. Regardless of what Trump is saying food prices are increasing every week. Lowe's and HD just started raising prices too.

themagicalpanda

>Home Depot and Lowe's reps are to also meet with Trump Monday, according to people familair describing Trump meeting with retailers. $HD >$WMT - TRUMP TO MEET WALMART, TARGET EXECS AS TARIFF ANGST SPREADS

MrKahnberg

Hello fellow HD alumni. My assignment was the electrical dept. Mainly needed insurance. Overall, I didn't like it. I made a napping bed behind the large rolls of romex.

d33p7r0ubl3

Calls on HD. I ordered some lumber to be delivered. It was only $2.99 so I figured HD was eating the cost. Instead I found it’s just a DoorDash driver so HD must be printing money

No-Kitchen6207

Going to go buy a new Blu-ray movie HD

Decent-Photograph391

Yeah I’ve heard about HD founder’s political leanings (Uline too), but they just keep opening up new stores near me.

HelicopterNo9453

Yo bro, check it — **The world might be nuked to toast, but your social life? Still LIT in the Metaverse.** Forget radiation suits, bro — we got *avatar drip*. While the surface is a wasteland, your digital crib in MetaCity is bumpin’. We got virtual beaches, glitch-proof bars, and yes — Zuckerberg and Trump? Total besties now. They're tag-teaming this brave new world, building *Freedom Tower 2.0* in VR, hosting reality-warping rallies and coding in the club. **Internet’s still alive, baby.** Elon shot up satellites before the bombs dropped. Now, we got 6G, crypto’s back, and every survivor’s trying to flex their bunker NFT. **Why survive in ruins when you can THRIVE in pixels?**   Metaverse: Because if the world's ending, at least party in HD. You in or what, bro?

Californiavagsailor

Puts on Lowe’s and HD got it, calls on hurricane season

Jazzlike_Click2973

Yeah literally says "*No pricing changes for the standard PS5 with Ultra HD Blu-ray disc drive" maybe the United nations can fix this for you not Trump*

Quickdropzz

Uhm. The amount of misinformation and just made up numbers in here is completely absurd. Tesla's Q1 2025 China deliveries reached \~140,000 (with 24,000 alone over the last 8 days), a record high for Q1 in the region. The Rest of World and Europe estimates in the original post are incorrect. ROW typically accounts for \~6% of total deliveries, though it may approach 8% this quarter due to China's full-month exports in April as usual. A Q2 delivery drop below 200,000 is implausible without extreme circumstances like global factory shutdowns, which are highly unlikely and not happening. Deliveries are pretty much 99.9% going to exceed 300,000, with a very strong chance of surpassing 350,000 and most likely even 400,000. Tesla remains on track to match 2024's annual deliveries despite the expected slow Q1 as we were advised in the Q4 earning call. Tesla had a wonderful Q4 2024 ending with practically zero inventory, entering Q1 with no cars to sell. You can't sell cars if you don't have them. Q1 production was constrained due to 5-8 week factory shutdowns and then a slow ramp in the US and Europe for the upgraded Model Y rollout, resulting in \~100,000 fewer Model Y's produced compared to Q4. In the US, Tesla sold 64,000 Model Ys, with the refreshed version only actually beginning deliveries on a large ish scale really in mid-March. Demand for the new Model Y will drive sales, and the US dip reflects retooling, not weakened demand or competition in any sense. The refreshed Model Y is now boosting Q2 demand, as seen in China's major March sales increase. In China, Tesla employs 30,000 workers, and all Tesla vehicles sold there (excluding Model S & X, which are due for upgrades in Q3) are locally produced. With the tariffs importing the Model S & X wouldn't make any sense, and they only sell \~1,500 a year of them anyway. The Model Y was China's best-selling vehicle in March despite ongoing production ramp-up. It also is sold out until the summer in China. FSD, released in February, is gaining traction in China, trained on simulations in Austin, Texas, without Chinese local data or HD maps. It's been trending on all Chinese social medias since it's release, and is easily China's best ADAS. The "kitchen sink" theory lacks any base. Musk's role with DOGE was a 130-day appointment as a Special Government Employee, ending in May 2025 regardless of any other factors. This was known since the election. My more realistic projected Q2 2025 deliveries: * US: 140k-165k * China: 140k-170k * EU: 69k-75k * ROW: 25k-37k * Total: 374k-447k Somewhere in the middle seems extremely likely. With Q3 and Q4 setting records with the Robotaxi/FSD unsupervised rollout and new vehicle announcements driving sales.

uVe9

El trato 4K full HD, bro.

Fun-Sundae4060

There’s truly no other company with the same tech. People point all over and try to say BYD, Waymo, Uber etc but really it’s a completely different solution that’s generalizable to any road vs HD-mapping. I’m pretty sure fallen sales and deliveries are priced in already. There needs to be another catalyst to have more falling share prices

WendyDumpsterFire

Can’t wait till 🥭 needs to renovate his casino to release how much it cost to fix it. RIP HD 

diefy7321

Yo frrr tho. Just went to HD today and they came out with a bagger for me 

Physical-Ganache699

https://www.youtube.com/watch?v=-xGfne6HD4o

Turkeybaconcheddar

For real HD bathrooms always smothered and covered what’s that about 

putsellingregard

And 15 min bathroom breaks where most HD toilets have shit smeared all over them

Quickdropzz

And yes FSD is absolutely the best system in China. There are thousands of first hand accounts in China saying this. It’s been trending on their social media ever since it was released in late February despite no local data or HD maps yet. It’s only going to get so much better there. Hundreds of videos online if it mind blowing Chinese testers and performing shockingly well. Most competitor ADAS systems are actually just Tesla autopilot competitors, basically slightly more modern advanced cruise control systems, but do not compare to capabilities of FSD which has no limitations.

skymagic

I feel the age of HD gif After Effects memes is about to return

mpoozd

HD version of sp500 map https://preview.redd.it/ulggs3npa1ue1.jpeg?width=1536&format=pjpg&auto=webp&s=f91b19a3603bd110b9dc3190eed792c073f28040

skymagic

back in the old WSB days, this would’ve been a professionally produced HD gif…a win is a win though

Charming_Raccoon4361

I hardly buy anything from china. this " We need China for their goods and services " is a CCP narrative. Only thing I bought and it was made in china was from HD and some some computers parts. My day to day activities and shoppings has nothing to with china. Its not like my fruits,vegtables and beef are from china. With all the pollution and water contamination who wants to buy their groceries from china. You go ahead and buy all your stuff from china and stop lecturing others about our dependence on china. Since pandemic I knew we should stop relying on China.

niceee_guyyy

HD

mooooner

my Intel HD graphics is good for another 3 years 

JunkReallyMatters

Umm, I did say I don’t buy _direct_ from them.  Also most of what I buy from Amazon are vitamins and such that are cheaper than my local grocery store. Otherwise pretty much places like Kohls, BestBuy, HD, etc.

Silent_Elk7515

Timing the market? Bold move, cotton. Let's see if it pays off. Meanwhile, my 401k is auditioning for 'The Great Depression: The Sequel.' Good luck with those midterm predictions—hope your crystal ball is HD!

Critical-Size59

>if all these blue collar men over 65 have to end retirement to start stocking shelves at HD, then I could see the coverage on Fox News change pretty rapidly. Wish that were the case. More likely Fox Propaganda would blame Greenland, Canada, Panama, the EU, China, Cambodia, islands with only penguins. Just throwing out names now.

bensonr2

No that's my take on the situation too. Doesn't speak much for his integrity though. That said if sentiment rapidly changes, such as if all these blue collar men over 65 have to end retirement to start stocking shelves at HD, then I could see the coverage on Fox News pretty rapidly.

Organic_Morning_5051

Sure, so what would theoretically be measured here is that if your human capital is a ratio of total human workforce smaller countries with greater emphasis on technological expression would score higher. So India would simply have, in theory, fewer expressions of technological jobs in accordance to the ratio of their workforce which would drop their score. For a numerical explanation: Room A has 100 people in it and room B has 300. Room A has 60 people who work tech jobs. Room B has 150 people who work tech jobs. So even though room b has thrice the people it only has 50% of the share meanwhile room a has a third of the people but also 60% of them are in the space. Now it turns out that there's a scalar maximum to this outcome so we can add room D and multiply up by 100 for this result: Room D has 30,000 people and 6,000 work tech jobs. Obviously then umber of tech jobs is significantly higher in room D by raw digits but by ratio it's significantly lower at a third of room A. Blah blah, statistics, but basically you can tell the story that human capital is not being trained at the same rate in various places without correcting for realistic capital expectations and infrastructure needs. Like China's manufacturing went through the roof, certainly, but the amount of skilled labor in China didn't. Even according to China itself it's still fighting this imbalance: https://english.www.gov.cn/news/202501/16/content\_WS678843bac6d0868f4e8eed96.html#:\~:text=One%20of%20the%20goals%20is,percent%20of%20its%20total%20workforce. Make of it what you will but basically I have little faith that the measuring stick is fair but this is readily apparent in the most recent measurements: [https://data.worldbank.org/indicator/HD.HCI.OVRL?most\_recent\_year\_desc=true](https://data.worldbank.org/indicator/HD.HCI.OVRL?most_recent_year_desc=true) Tiny countries to the top! What a surprise?

RippiHunti

Yeah. Most big compatibility issues are due to anti-cheats that aren't tuned for Linux, or some strange outlier that hasn't been accounted for yet. In regards to the latter, Valve's Proton is constantly being updated both officially, and by the community, and HD2 is pretty popular. I would not be surprised if it just works on a newer version of Proton. I haven't personally tested it on Linux though. I imagine the anti-cheat issue will solve itself once Linux adoption increases as well. On a semi-related note, a lot of times Linux runs older games that my Windows install refuses to. Knights of the Old Republic, for instance.

CMDR_Hobo_Rogue_7

Yeah, what I've been reading indicates the same. The 2 big games I play are HD2 and Arma 3. Arma 3 seems to be fine, HD2 seems to sometimes have issues. I have a bunch of older games like Star Wars Rebellion that should be fine

Gelomaniac

Calls on HD Hyundai Heavy Industries

down_by_the_water

HD is about 10% of my individual stock portfolio and I’m currently up about 5%. Thoughts on selling it and either: holding the 8k cash, buying msft (50% of my ind stock portfolio), buying voo, or combo of these options?

CSMATHENGR

Just got back from returning something to $HD. I forgot something and am headed back. Anybody need anything?

CSMATHENGR

Lol imagine being a g4y bear and buying $ROPE from home depot. What wild times, anyways i’ll be back need to go return something at $HD

PooPooPointBoiz

Would HD puts be a good move? With an economic downturn and tariffs on wood and shit, they've got to be hit hard, right?

VegasWorldwide

did you look at the financials of the companies which didn't bounce back from the dot com bubble? go take a look and compare their financial to MSFT, AMZN, NVDA, HD, WM, COST, BLK, etc.

FullDerpHD

Yup, I get Full Derp responses captured in HD constantly. ;-) Look at you. Can't say anything worth while. Totally incapable of a independent thought. "*but but but but your stooopid*" -Mickeyknoxnbk

ElectricOne55

At times I thought of putting more into NVDA, because if it goes back up it could moon. That may he too wishful thinking too. I've been burned with small cap stocks so I definitely them. Sometimes if it's something like MSFT, HD, NVDA, I'll think that these are big companies with huge advantages. The downs are still down more than when indexes go down and not as predictable. However, with this crashes even the indexes got destroyed that's what made me consider going back to individual stocks.

salmark

Bought HD

eddie991ao

I feel like I might start growing the veggies now. HD, off to buy the seedlings tomorrow..

CallsOrPutsYES

Exactly, lets get sole green on the board. MSTR, GME, also surprisingly, NKE, HD, LOW

coloradoinsuranceguy

Premiums are crazy right now. I still think WMT and HD make sense, but even those aren’t cheap

IAMAHORSESIZEDUCK

Of my 21 holdings, Home Depot and United Health are the only holdings in the green. UNH up 0.75 and HD up 1.35 AT THE MOMENT.

GhostsinGlass

HD is going to have severe problems with lumber they used to get from us in Canada. One of the strategies Carney is bringing to the show is to restart our post-WW2 home building program using the government as a developer again to rapidly build homes. Thats going to slurp up lumber supply to keep mills running full bore and even if the Americans want to buy it at whatever tariffed cost donglald decides on the supply just wont be there.

coloradoinsuranceguy

Loaded to the gills with HD and WMT puts. These are two of the most tariff-exposed retailers out there, and they have been holding up way too strong. HD just broke down from a long bear flag. Not sure on the timeframe, because I think maybe we get a choppy sideways day or two, but these two stocks are due to get rocked. I have been holding 6/20 310 HD for awhile and added lots of 12/19 80 WMT puts today. Downside target for HD near-term is 330, mid term 290. Downside target for WMT is 80 near term. Longer term maybe 50

lostbanbet

Calls on HD?

OldMadhatter-100

I just watched today and sold 79 shares of HD so I could scoop up some deals on dividend stocks.

Oakislet

Canada and a lot of nations is way above the US in a way of measuring value: [https://data.worldbank.org/indicator/HD.HCI.OVRL?most\_recent\_value\_desc=true&year=2020](https://data.worldbank.org/indicator/HD.HCI.OVRL?most_recent_value_desc=true&year=2020)

mpoozd

Here's a HD version https://preview.redd.it/jptw71z0mose1.jpeg?width=1536&format=pjpg&auto=webp&s=dfc33e277e6d7c23859bb3a4eeb51b8efb95038d

Sevirah

Lads how we feeling living through this historical event in FULL HD

coloradoinsuranceguy

WMT and HD are holding up way too strong

rockjones

I'm not going to time the absolute bottom, that's ridiculous. It would be nice, but not realistic. I'm closer to 50 than I am to 20, so "time-in-the-market" is a little shorter. I'm also older where I need to preserve capital. I have enough wealth where missing a 15% run-up after a drop isn't going to effect me. DCAing though a downturn is like throwing pennies in the ocean, I make more sitting on 4% HYSA than I can DCA into the market, and I still add to that. I'll add more to actual stocks when I see some stability in these trade wars and it's reflected in consecutive earnings. I mean if you follow companies like WMT, you'll see where tariffs hit their bottom line. Unemployment goes up during the downturn, look for it starting to rebound. If companies like HD show consumers can start projects again. If CAT shows businesses are trying to expand and construction is happening. The big thing here is that Trump believes tariffs should replace income tax. That is a huge regressive shift of tax burden to the middle and lower classes. It simply won't/can't work. The lower-middle and lower classes are already over-leveraged. We'll see if he can stomach not being a cult hero to the MAGAs, because even the true believers will flip when they face food/housing scarcity. Problem there is that trading partners won't soon forget even if Trump waffles and hedges and it will take some time to mend fences, maybe to long for my horizon.

sammoon162

Hoping for another 25% to deploy my cash. The Magic 8 need to drop 50% and also the likes of HD. WDAY MSTR and AI Crypto stocks in general. Need to see Bitcoin below 50K. 🤞🤞

lostbanbet

I’m more worried about $HD than them never commenting here again 

Jasonrj

>4. They provide a self-driving car that only costs $30k to build (profitably) vs. $100k+ for a single Waymo. That's their whole shtick... they do with cameras+AI what other companies rely on LiDAR+HD Mapping for (which really adds to the cost of the sensor suite AND adds overhead costs to mapping every region where they operate, to the point where it's not profitable to sell the cars as-is). Tesla does not sell a $30k car. The Model 3 I just priced was $44k with only base features and supervised self-driving. Tesla doesn't do what Waymo does. Waymo has completely driverless cars on the roads right now that you can get in at this very moment. Tesla does not.

Flat_Health_5206

I like collecting dividends from HD, KO, AVGO, JNJ while the tides of cyclical stocks ebb and flow. I'm just about to my goal of having my mortgage paid entirely by dividends.

lostbanbet

$HD

Gloomy_MTTime420

Here’s a few. 1/8/25 UAV Corp. (UMAV) Further Reduces Authorized Shares to 500 Million https://www.globenewswire.com/news-release/2025/01/08/3006627/0/en/UAV-Corp-UMAV-Further-Reduces-Authorized-Shares-to-500-Million.html 12/30/24 UAV Corp’s (UMAV) Skyborne Technology to Build “SKY” Hangar at Its Costin Airport https://stateaviationjournal.com/index.php/state-news/florida/uav-corps-umav-skyborne-technology-to-build-sky-hangar-at-its-costin-airport 12/2/24 Skyborne Technology, Inc., a UAV Corp Company (UMAV) and Atlantic Industrial Group Inc. (AIG) Announce AI Manufacturing JV for VTOL & Lighter than Air Vehicles https://www.globenewswire.com/news-release/2024/12/02/2989581/0/en/Skyborne-Technology-Inc-a-UAV-Corp-Company-UMAV-and-Atlantic-Industrial-Group-Inc-AIG-Announce-AI-Manufacturing-JV-for-VTOL-Lighter-than-Air-Vehicles.html I found this one interesting about INI/Stark Aerospace.. 9/21/22 UAV CORP (UMAV) TO DEMONSTRATE ISRAEL AEROSPACE INDUSTRIES, LTD.’S HD CAMERA SENSOR PAYLOAD ON UPCOMING TEST FLIGHTS https://news.futunn.com/en/post/19740311/uav-corp-umav-to-demonstrate-israel-aerospace-industries-ltd-s?level=2&data_ticket=1743224376912130