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@Quark3point0@caseymoore22@USBornNRaised@mcuban I can think of hundreds or maybe even thousands of tech advancements since the 80s that came about as solutions to problems with no govt regulation...
@caseymoore22@USBornNRaised@mcuban Technology has improved enough since the '80s to reduce emissions with regulation or not. A small amount of regulation may be necessary, but California regulations specifically are extremely excessive. They hurt working people more than they help.
@TravisM88816645@USBornNRaised@mcuban The whole point of what grok was saying is that regulations and taxes for "climate change" dont help anything. Its no better than trump. Politicians, regardless of left or right, dont care about you. Yet people will still give up anything in support of one side or the other. Sad.
Im continuing to DCA with $SPCX anytime I can buy under $120, and I did trim a little over $140 to lower my avg even more. I know traders like the volatility on it, but its a long term opportunity to me. Im investing for at least 5 years...
Also want to be exposed to energy even though its near highs. I dont see an end to the Iran war anytime soon and oil/nat gas prices should hold up or go higher. Plus US energy exports continue to rise. These 3 tickers should get you good exposure:
$XLE
$MLPA <- 7%+ yield
$LNGX
I think $APP is still a great opportunity in the lower 300s. Selloff after good earnings that barely missed expectations was overdone. The stock is undervalued at these prices.
Also still like $AMBA, $TER, $ON & $ALB
$SPY $QQQ $IWM
Unloved healthcare, defense, consumer product, energy, and REITs are where Im rotating to.
Not financial advice of course, but take what the market gives you.
$QQQ $SPY $IWM #stockturnaround
AI is doing great as far as earnings and demand go, but the actual stock prices have gotten way too far ahead of the earnings. Im not selling everything but definitely strategically triming long positions Im up on and rotating to value and income.
$QQQ $SPY $IWM
@sneedweb Also cohen has put you guys in a lose/lose scenario where the stock will take a hit through massive dilution if the ebay purchase is approved or if the eBay deal fails which is more likely...
@sneedweb Do what you feel is best for you but people should be aware that this is not based on any kind of real financial logic. And it is complete misinformation that anyone will "need to buy back your shares"...
I really like $AMBA stock long term at this $72 to $75 support. Entered yesterday, and will continue dca buying down here. Great balance sheet, are in a newly growing sector of physical AI, and are founder led. I recommend doing your own dd.
$QQQ $NVDA $TSLA
2 semi stocks to buy while the semi sector is under downward pressure are $ON & $QCOM. Both have great long term potential imo.
Onsemi will be a huge player in physical automation like robots and driverless cars & Qualcomm has a fwd p/e under 15 so its a great value vs its peers
The AI revolution is only beginning without a doubt, but too many of the biggest names in AI are trading more on future potential rather than current performance or even forward guidance. Be careful, manage risk, & diversify to protect yourself!
#AIInfrastructure#StockPicks
I might have missed out on $BUD stock at this point, but I will add any pullbacks under 80. #WorldCup2026USA sales are going to produce a great quarter for their next earnings report...
$MU is setting up nicely for another run to a new high after earnings. This is a healthy pullback after going straight up for months. Im adding anything under 900...
Bullish on $VG as a macro play on US energy. 📈
They're entering a major growth phase just as global supply chains shift. Last week's earnings guided for explosive growth and the valuation looks incredibly cheap compared to $LNG
#FinTwit#EnergyStocks#StocksToWatch#LNG
Companies that have high demand and large moats around their products fit well in all kinds of portfolios. Here's some good ones: $ASML, $TSM, $GOOGL, $V, $MC, $MSFT, $BA, $LIN, $WM