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Stock I held for 2+ years became 2 separate companies that formed 1 week ago. If I sell them, are they considered short term holdings?
Under the radar ticker to Buy this week ($IHS Full Update) ... Bottom/ Rebound Reversal likely (3x Potential, limited downside risk moving forward).
1 Under the Radar stock to buy this week ($IHS) ..,Potential 3X or 4x (based on multiple recent Analyst PTs), very limited risk moving forward- at (or close to) a Bottom/ Reversal Breakout.
Now is time to get some mining stocks and cost average down if the market tanks. Already historically low and if we do have recession/depression gold and silver historically do well. Mining stocks could 10x easy if their is a breakout in PM prices which seems to be a likely scenario
$QNC/$QNCCF is developing a Secure Messenger for Patient Health Records/Military Data. As per AGM held yesterday among other things.
Incoming! HUGE, I mean MASSIVE opportunity in silver miners in the making. $AG $ HL $PAAS $CDE $FSM $SILJ
Mentions
PAAS Pardons as a service Crime is still illegal but for a small fine in relationship with your net worth your problem is solved.
Silver is actually performing better than gold this year. First time in a very long time. Silver eagles and Maplefeafs u cant go wrong. Though theyr'e the highest they've been, they're going higher...inflation can be slowed, but were on a runaway train at this point. Mining Stocks like Newmont and PAAS have been performing well overall too.
First of all, congrats, awesome wins! To get 75%, you've taken on a lot of risk - so far you've managed it well enough...but never a bad idea to review risk management - position sizing, concentration risk, trading some non-correlated assets, etc. When I get assigned, I like to sell covered strangles, rather than straight covered calls. Double the premiums, because I'm selling a call and a put at the same time. Only do this if my thesis on the stock is intact, I'm not too concentrated in the stock already, and the position size is manageable. If the stock keeps falling, I get assigned, and I've lowered my cost basis (as you mentioned), but I also collect the premiums on the short call. The short call and short put offset each other and gives you lots of options to manage or defend either leg. Check out tastytrade youtubes on defending strangles. Favorite wheelers: TSLL (tesla leveraged) ETHA (ethereum etf) SOLT (leveraged solana) PAAS (Pan American Silver) GDX (gold miners) SOXL (semiconductors, leveraged) NVDL (nvidia levereaged) DRIP (inverse oil services...not currently playing) TAC (canadian energy play - monthly only)
PAAS 1/16 $40c from 29k -> 70k I love u silver
Since when is Palantir AI? I never paid that much attention to Palantir. I looked it up because it was on my drive home when I first moved to NorCal. My impression was and is that it's a big data company used by the government and that made it controversial. My attitude at the time was to shrug and think, "after Accenture had to go in and save the ACA website, someone has to move the government into the 21st century.... And eww. Peter Thiel!" Out of sight out of mind for 10 years. Suddenly I see Alex Karp everywhere. I had never heard of him. I thought Thiel was the CEO. It made sense that it's stock was going up under the new administration. It's too bad I didn't remember it exi$Ted sooner. I tuned in when I realized he was talking about AI and saying he was running an AI company. I looked at it again. It has more products. It looks like a newer one called Ontology has AI integrated into it to help process Big Data. It's not AI. I do agree with him on one thing. Most of the AI products today aren't really creating value. Which doesn't justify the spend on it given how quickly, the infrastructure Big Tech is currently building will depreciate. I disagree with him that his SAAS (or is it PAAS?) big data system is really AI creating value. It's adding AI to modernize an established product.
$PAAS going ATH on earnings
Kubernetes for all. AI can replicate all PAAS.
I have bought options on various "gold stocks, EFTs". In 3 months, many were up 300-400%. Sold a few according to my strikes, I believe in taking a profit and moving on. I also do hold a few ETF gold oriented investments. Try HL mining and PAAS, EQX stocks or options. Take a look at GDXY for a different take. There are equity versions of this gold based theme as well. This could be a safer, longer term play. Understand what you are investing in. Don't forget that my and your investment strategies are likely to be different. I love to buy on down days, sell up up swings. Watch the charts. I am not investing for long timeframe type of gains, on these swing ideas, taxes aren't my concern, only big profits. If the wind shifts, be prepared to tack, put up the spinnaker or grab your vest. The trend is likely your friend. Sorry for any poetics written (POET however is another one to watch not in metals). Don't fall asleep at the wheel either. Just saying.
Well I’ve got B NEM CDE PAAS SIL SILJ GDX GDXJ. I’m assuming AG is in there somehow. 😆 Yeah I’m an idiot for doing that.
Yeah, the S&P’s basically an AI ETF now, if NVIDIA sneezes, the market catches a cold. I’ve been looking outside that bubble: small/mid-caps like SMCI, CELH, TMDX, or PLTR still have upside. For international exposure, TSM, JD, or NVS look solid. Metals like AEM or PAAS hedge the chaos. Feels like a good time to diversify instead of going all-in on the AI hype. But still AI is here to stay and in my turn I ll stay in AI.🤖
Got a big position open on GLD and SLV. My March slv calls are +130% My March GLD are +170% Got GDX PAAS SA open too. All March or April. Went “yolo” slv 10/31 calls. Very cheap
But why SPX puts instead of GLD, PAAS, etc calls?
No the miners, AEM NEM HL PAAS all have earnings due soon that will reflect their profits from the all time high silver and gold price
AEM B NEM PAAS HL earnings should be solid. However I would wait for closer to their date like a 2-3dte just in case the market decides to nosedive this month
Nah AEM NEM PAAS even the etfs. They literally go up every single day anymore, perfect for 0dte calls
Gold and Silver miners due to report earnings on the new all time record commodity highs NEM – October 22, 2025 AEM – October 29, 2025 PAAS – November 12, 2025 HIL – October 29, 2025
NEM, AEM, PAAS Got my eye on HIL for a big breakout too
I got over $130k in GLD SLV PAAS GDX calls. March 2026. or later. Got lots of other rare earth positions also
Good question. If I had no position and had to build one from scratch starting today how would I do it? I would buy in the money calls in GDX JAN2027. GDX should be sheltered most from a silver raid because it is so heavily weighted to large cap senior miners and has a lot less to do with silver. If the trade goes against you after entry that in the money strike is now an out of the money strike. I'd add to it. I'd also open up a new position in an in the money strike (post raid). Repeat this process to the other symbols. And be patient. Add a little each week over the rest of Q4. Don't take big bites. If you go hard you can't defend your cost basis and you can't average down in the event it goes against you. We could go parabolic from here but the GDX is up like 120% YTD and Silver is up almost 60% YTD. I can tell you in 2023 and 2024 both times October and November and December gold and silver got clobbered. I think it was to destroy the JAN strike stacks in the mining sector. I don't see The Cabal just letting silver and gold rip unchallenged. I expect raids, margin increases for futures contracts, profit taking by longs all of this at an opportune time like when China will conveniently be on week long holiday and not pumping metals in the US overnight session. If I'm wrong and it just rips faces off without pulling back then the individual is going to have to decide to fomo in or sit it out. Another idea would be to have only SILJ call options and shares of BKRRF or some other strong junior. There is a lot of overlap between the ETFs. If you own SILJ you already own CDE, PAAS, AG, EXK by proxy. They are healthy weighted components. The time to have been getting in was a year ago when I was trying to get you guys excited about this. This has the potential to turn into a long lived bubble that ends in a panic mania. Silver ratio still extremely high. WSB still deleting my posts (I posted this exact yolo there, insta delete). No one is looking at the metals yet and fewer are looking at mining stocks. I just don't know if there will be pain and if so how long is it going to last and how painful is it going to be. All I know is this is sustainable. The hardest thing to do is sit in a speculation and do nothing, just wait, years need be. Trading in and out is a fools errand I already left massive sums on the table selling earlier in the summer to reposition into deeper expirations. I've been selling JAN2026 calls (that Ive been sitting in for a year or more) and using the proceeds to buy and build JAN2027 calls. I have done very well but I wonder if it would have been the same results if I had not sold a single position all year up until today. If in H1 2026 this sector is under attack I still have at least half a year to average in and managed unrealized losing positions. Just speaking for myself you guys are going to have to take the appropriate risk/reward positions that you can live with.
SLV PAAS SILJ Take your pick. GLD HL GDX
Buy silver miners PAAS and CDE also go big on the ETF SIL and SILJ.... your still early id buy some now then some at a pull back. Gold and silver will run hot through next year I see a triple digit silver coming early next year is about to go parabolic as people start the fomo trade soon
For gold you’ve got ETFs like GLD or IAU, and for silver there’s SLV. If you’re into miners, look at Barrick (GOLD), Newmont (NEM), or Pan American Silver (PAAS). Just depends if you want metal exposure or mining stocks.
Super excited for metals and miners. They are back in style. GDX SILJ SLV GLD PAAS
I agree that they will go up more, I just worry about a pullback in the coming weeks. My favorite stocks are EQX, CGAU, HL, and PAAS do you have any Recs?
Damn. XLF C ETHA IBIT GDX GLD SLV PAAS They were accumulating for a whole week. Gonna make a massive move soon
SIL best way to play miners when sectors rotate and big money goes into silver. SILJ more speculative, but still hold great companies like AG and HL as top holdings, heck even GDXJ has PAAS, pan American Silver as its top holding
I’m super long miners and Gold and Silver. GLD SLV PAAS HL GDX. 🥭 clearly unwell. Only a matter of time. Also Bill Bell getting blown the F out. Overall not a bad Monday
Check out Pan American Silver (PAAS), Hecla Mining (HL), and Agnico Eagle Mine (AEM). They have been printing for me for the last 4 months.
I am jacked to the tits on GLD, SLV, PAAS, HL calls. 6 months plus out. Also still holding ETHA Dec calls that are +440% since June. It’s fed data tomorrow, so likely not fake (yet)
I need a $15 move in Silver by years end. Sitting on Jan PAAS calls.
My only $ hedge is GDX and PAAS calls
Anyone messing around with PAAS?
4/10. Small caps are for trades and not good during high rate cycles. They will be good coming out a recession. Why make it so complex? 10% AVDV seems high. I’d rather buy some global ETF’s. KSA, a German one, Mexico maybe, EUAD a good European defense. Add gold or silver. I have PAAS and AEM, but SIL or SIVR for less risk maybe for you. BTC is missing. And long term treasuries I don’t see the point.
Maybe add some Gold or Silver as a hedge? I see you have BTC, which is good. PAAS is a good silver mining stock that is looking good. Or you can do SIVR or SIL for less risk. PLTR and NVDA will continue doing great long term, but have you taken any profits from PLTR? Esp if you bought in 20’s or 30’s?
Looking at Saudi ETF KSA with all the attn and investing going in and out of the Kingdom during this administration. Or opening up an account with IBKR and looking at specific companies to invest in in the Tadawul stock exchange. Also looking at silver, PAAS and some junior rare earth companies.
BTG is run by someone very respected in the industry. He is vouched for by very successful / experienced mining investors. And I've seen analysis of their balance sheet which was bullish by a mining analyst I follow. Not overly cash strapped. PAAS is said to be one of the strongest silver plays (of which there are few). Good liquidity and low risk of share dilution. They recently acquired another well rated junior miner Mag Silver. So the thesis from here is that in a PM bull market, PMs go up, and this makes the miners go up more. So much of it is sentiment, but choosing more quality miners just limits downside risk.
ok so BTG is down (26.91%) over the last 5 years, PAAS is up 6.03% over the past 5 years, and SBSW is down (20.00%) over the last 5 years. The most common S&P 500 index fund, VOO, is up 86.13% over the last 5 years despite 3 times of the market dipping 15% or more (2020, 2022, 2025). If you're up on those mining stocks, take the money and invest something more logical while you're up because over time, they're garbage. This is why it's important to look at the long term and not such a small period.
BTG, PAAS, SBSW. +46% (from lows), +40%, +92%
As mentioned I bought them last year. Ave holding period June 2024 until now, roughly (very roughly) one year. BTG, PAAS, SBSW. +46% (from lows), +40%, +92%
PAAS, AEM. Silver and gold mining respectively
Good strategy. I’m looking at AEM and PAAS. The miners are getting primed for another launch.
PAAS looks solid for options, though yo may want to look at MARA. I can't find a better option lately.
Been doing the same with $PAAS, the shares got slammed with a recent acquisition the are making but I am hoping that fuels opportunity over the near to mid-term, in puts rn. Last set of calls were sublime, we'll see about the puts.
Cafe Bustelo after buying 10 PAAS calls 5/23
I would buy this argument more if Google were not as cheap as it is... but if I can buy google cloud at 16-17 fwd or like PG at 22 fwd, why try to gamble that PG will use AI vs Google cloud will see benefit from everyone else needing more PAAS inference
PAAS has been in my portfolio for 2 months.
I bought a bit of silver miners at the beginning of the last year and it has been great. PAAS and FRES ripped way more than SPY.
PAAS 
Honestly I liked my moves today. * Bought QQQ at $440ish and sold half of it at close. * Sold PAAS for a profit and reconsolidated part of it into GLD. * Bought some VTI lower. * Dipped all my bonds because those took a reasonably permanent hit reputation wise but not financially YET so I might as well just sit on that cash.
I bought company stock at $0.44 split adjusted and sold it around $44. Pure luck as I worked at the place. I rode Cal-Maine from $3 to $30. PAAS - same thing - I bought it because Bill Gates bought it at $3.15. These were secular trends and it's as much luck as anything else. I can read financial statements but there are losers as well as winners that look great. I'm retired and stay out of the high-risk, high-return stuff now.
Leaving paper gold and holding NEM FCX PAAS. Also China BABA and YINN Kind of want JD but maybe I’ll sit it out
I get your bet, but that Stock is a turd. So many better ones with High liquidity and US Listings: PAAS, HL, CDE, EXK,... I get, it can move, but so can a random Junior.
PAAS has been great for the last year, but it's barely warming up at this point, IMO. Would have been better to play it with options like you did, but it's damn hard to properly time these things (much harder than with gold). https://preview.redd.it/vvcuzo4vorie1.png?width=355&format=png&auto=webp&s=b3dd1d0879f10cf6fc895e993eed4d59bcb0ff35
NEM GLD PAAS. Seriously
GLD and SLV are straight spot purchases. And if you want calls the IV is super low. I bought some NEM and PAAS but I know others who like AG
Own 5000 shrs of BBAI @3.41. I'm playing also. Sitting on thousands of shares in AG,NEM,PAAS,BTG,and another 6 small mining companies, plus 3000 oz. of silver, 30 oz. of gold. Also been sitting on 4 btc since 2013. I'm playing all over the place. Up down up down up down etc. We'll see what plays out. Trying to retire in 7 years from today.
I did some scenario testing and did a SOTP valuation to see how much the software business is worth without the btc stuff, how much the business is fundamentally worth, and how much it will worth in the most optimistic cases but still fundamentally. For debt, i didn’t compare with peers(although I did for beta). I gave mstr a 20% default spread based on its interest coverage ratio within its PAAS industry standards. Speaking of convertible debts, their BTC yield KPI is utter bs because it’s not counting future dilutions on convertibles(which is why I believe this business is a Ponzi scheme as they are in fact lying). But again, I sold this morning and made 30% on my calls so yeah.
I did! I closed out early for a 25% gain on the trade tbh, and rolled them into new call options expiring on the 17th of Jan for different metals companies (NEM, PAAS, SCCO, GOLD) and $ZTO for a little Chinese Logistic exposure. https://preview.redd.it/dboom8u3gr4e1.jpeg?width=1080&format=pjpg&auto=webp&s=ea21586b39b2703bde944ba87ea009e874578470
I know its WSB but I don't even want to mislead you. Don't revenge trade, maybe paper it up and don't let the demons grab hold for a week or three. CDE is similar macro view to PAAS (ER the other day that I hold commons on), almost certainly will beat, and will mainly depend on management's guidance which I expect to look solid. Trump winning might upset PM's slightly, but I'm also not doing 2DTE yolo's on a lower volume mining stock. I'd rather hold commons of PAAS if I'm stuck holding after a sideways/bad ER since at least you'll gain a dividend payout or can ideally dump on the run-up to ex-divi date if you don't want to hold. Wrote that before realizing they already reported (long day). Looks like a solid beat. No clue what management guided yet, but if they don't absolutely blow the socks off my guess is probably mostly sideways at open.
I dusted off the old reddit account just to thank you for this post. The chart really looks terrible. We'll see what I can unload my PAAS for in the AM, but I'll roll it into a pile of CVS 20JUN2025 70.0 Calls.
I like AVGE, RDIV, SCHD and SPHD. They seem pretty solid with some dividends. Also been liking GGN. Nice gold dividends etf and PAAS for silver/gold. That 6 of my favorite solid gainers.
Yes, I did! I bought 22, 25 and 27 strike calls (8-10 months to expiration by then) on $PAAS, a major silver miner. Play went extremely well until $PAAS dropped after disappointing earnings this summer. Now it has finally recovered and recently broke out. Made a good profit and still have some a smaller remaining position left
They've been wild indeed. I did post my NEM gains already, here's what I have on PAAS https://preview.redd.it/gmqwhgdsgjwd1.png?width=2072&format=png&auto=webp&s=9cade66b7c78f56e335ddf61c9bd676dea090916
Then why not post those gains? PAAS and NEM stocks are like 80%+ up, the options have to be wild.
I've actually held the vast majority of my portfolio in leaps on precious metal equities, mostly PAAS and NEM, since the bottom around March this year.
Here are my PAAS positions in roth https://preview.redd.it/lghoa7iuicwd1.png?width=2077&format=pjpg&auto=webp&s=0211f35d1a12b09a64b9ae46d14cfdd7c8a6ddf9
Recently, I’ve been focused on commodities and related stocks. I did well last week trading the ASPI breakout, which I’ve mostly exited. PAAS is another recent swing that I feel optimistic about, especially considering the silver chart.
I have GDX SILJ NEM and PAAS leaps. Then mining stocks got beat up pretty bad these past few years. My opinion.. one of the worst bear markets on record. Still is dirt cheap.
The ratio snapped from 75 to 90 in a short time If we're lucky it will snap back to 75 and all these mining stocks and etfs will explode But yield curve steepening might take everything down first Also the yen carry trade did not unwind as much as people think. The sell off was part yen part buffet I'm buying SILJ GDX Leaps and PAAS and NEM leaps too. I'll buy them all the way down I suppose
Even so, if CRWD is sued for an extraordinary amount of damages for interruption of daily operations successfully, the entire PAAS, SAAS and IAAS industry goes belly up. AWS, cloudflare, and azure have taken down the internet on multiple occasions. Tenable used to take down the network at two of my jobs monthly. Solarwinds became the first supply chain hack in history. Microsoft allowed straight up malware on its store for months after reports started. Every name in the space either has or will have an event like this. All they have to prove to disprove negligence is to prove that they use the industry standard for testing on virus definitions, which you won't be shocked to hear is a very low bar. That TOS also explicitly states that it is not to be used on any endpoint that could cause damage to life or property so that likely throws out any wrongful death suits since CRWD can argue that their product was not cleared to work on that type of IS.
Anglo gold ashanti has a 18billion dollar market cap and posted a +10% day on Friday. I like PAAS too. GDX Leaps are the way to go as well. Precious metals internals looking strong and components showing break out leadership (posted in my history)
Thanks for bringing this up. They never talk about hedging, but they constantly do it, without shareholder knowledge. AUY numbers were great, yet they sold out with AEM and PAAS for very little over par. The only people that made any real money were the execs making the deal. Over the years this has happened so many times, but the Great Panther Mining issue had a total disregard for shareholder value, and constantly lied about it's progress. They are worth nothing now, yet are still listed with a different ticket after bankruptcy. Some should have gone to prison for this total lie. MUX is another mining company that has diluted there stock value to zero, yet still trade and brag about there fantasy operations report. I have NEVER seen or heard of any PM miner execs ever being prosecuted for lying on earnings or their operations lies. Look at the top...Barricks Mining, DOWN 11% with GOLD trending to new records. Banks buying Gold contracts without one ounce of gold being bought. It's about time for that $5000 to $10,000 an ounce gold we have been told will happen for 30 years. The Stock and Commodities market are fixed by banks and big investment houses with unlimited cash built up with almost zero rates for 13 years.
PAAS or other miners even though they have already rallied quite a bit, there is still much growth possible. Next earnings might get a huge boost based on silver price increase
I havnt looked in a while, but there's a few very important things to consider with lightweight businesses like software companies. 1. Can their business model be easily replicated? I argue with snowflake that yes it can be and likely they will have massive competition in their cloud infrastructure going forward. 2. Who runs the business, and what do they do with their capital? In this case, they just had a new CEO come in and I have not studied him so I can't speak much to how things will be going forward. But you want a team who aligns their goals with shareholders and the future health of the business. Arguably, they do massive amounts of stock based compensation, heavily outweighed their performance. I don't like that. Also, they do massive share dilution to fund it because they don't have enough of the bottom line. 3. Know what you own... this can be very complicated to grasp. But essentially, if you don't understand much about IAAS, SAAS, PAAS, etc. Then you should not be investing in a business modeled off the ideas. Cloud infrastructure is not magic. It's data science and it can be easily disrupted. 4. Do your own research. Please take the time if you want to own individual securities to study not only the business and its leadership, but also the industry they operate in. 5. 95% of people are better off owning indexes. While you are learning, don't feel pressured to buy the hype. You'll be the bag holder in the end. Come to it when you're ready to, and find a decent index to start with.