/biz/ - Business & Finance

buy semiconductors
then buy more semiconductors

I’m never going back to ess em gee frens and you can’t make me!

>>28441803
Damn, third thread today.

>>28441918
I repeated this until it became 90% of my portfolio. Nothing else compares to its performance.

Disney's estimated earning was -$0.41 per share and apparently they reported +$0.32 per share.
I think when the hype around the pandemic fades away, I wouldn't be surprised if their market cap jumped to around 450B within a year and half.
DIS and ABNB are great to look into for post pandemic plays in my opinion desu

>>28441803

Biden doing infrastructure for CLF?

https://www.twitch.tv/clfbro

>>28442022
I agree with ABNB but why DIS? Are you just longing the profitability of Disney+ or are you banking on the theme parks rebounding well?

>>28441803
i prefer gween teae

>>28442074
This thread is supposed to be comfy you fuck

Feels comfy knowing that GTE is going up after hours.

>>28442252
>93kg
More like 193 kek

>>28442074

>>28441918
Will be very promising if Biden does start some sort of american semiconductor initiative

>>28441918
>>28442014
What is a semiconductor play that is still relatively cheap with a lot of room for growth?

slowly getting unbogged from earnings dump

>>28442408
TSM

>>28442074
>>28442252
>>28442354
>>28442375
>CLF tranny getting desperate

>>28442252
dont reply just hide the post(s)

Is it time to short MVIS?

>>28442408
I would have said "ACEV spac" but it looks like it did the old "after hours 15% pump" so I don't know now.

>waited too long to buy again

I hate this faggy market where you don't know when the right time to buy is because jewwhales could dump on you.

>>28442408
ACEV. Anything under 13 is decent. Once it get's past that, especially 15, it's eh.

>>28442267
I sold mine at ~1.18 to get out of meme stocks
genuine question, what distinguishes companies like CTRM and GTE from the weed PnDs? do you think there's more money to be had in them? what are some realistic sell targets?
>>28442405
I'd be pleasantly surprised if he did something like that.
>>28442408
TSM or component manufacturers. I think MOON holds some that you can look into.

>>28442699
> shorting in clown market
Mate, if you do, then I wish you good luck

>>28437831
Down today thanks to reddit's PnD into APHA and WEED, but I'd bought in low and the rest of my portfolio was compensating nicely so didn't need to pull the trigger and sell anything.

I thought my strategy would keep me away GME-style PnD volatility, but guess this is what I get for being smug in January.

>>28441918
Sitting here being comfy with MU, I actually think Intel can benefit a lot from this if they shift focus fast

>>28442730
what's your target?

>>28442777
it worked out for the dudeweed stonks

I really should know better than to hold anything through earnings. Why do I never learn.

>>28442099
Checked.
Really I'm looking at a few variables to be present post pandemic to fuel such a large market cap growth. It's a combination of these variables going back to pre-pandemic levels or, in the case of their streaming platforms, continue to grow:
>streaming platforms (DIsney+ Hulu+) must continue to retain subscription/grow
>their parks reopening
>there to be a way for films to make massive amounts of money again, whether the theaters are there or not
If those factors are present, I think they'll have a lot of room for growth within two years of everything returning.
Don't forget that Disney owns ABC, Hulu, ESPN, and a bunch of other IPs. As far as streaming services go, I think in the long term their streaming services will be viewed by normies as far better than Netflix too. Which who knows how that will effect things. Just something I've been thinking about with DIS too.

>>28442880
>if they shift focus fast
how long has this been the reality for intel kek
>>28442804
yeah if you sold at open today and bought at close that would've been ideal. I'm staying off that group of stocks for a while until there's actual legislation brought forward, not just meme hype. can't believe I got fucked so hard by them today but it's good I cut my losses

>>28442953
I got pleasantly surprised by Activision's earnings recently. They did well and presented during aftermarket, shot up $10 while I was sleeping.

>>28442894
I am thinking somewhere 15-16. Really depends on how the momentum plays out and if ACEV actually sticks this time around.

>BL beats expectations by 162%
>BL down 5.57% after hours

>>28442074
Don't you copy cannabro you clf tranny.

>>28443059
Yeah I know, but maaaybe the new CEO can get the ball rolling

>>28443251
I know I've said this before but I can't get enough of this pic, it's fucking art and I love it.

>>28443251
Lol, that is one funny ass meme and I don’t even hate CLF tranny.

>>28442252
>curvaceous

>>28443314
I think Intel can turn it around. Not sure how soon though. Pat has made sure AMD won’t be making a dent on the enterprise sector anytime soon with his VMware licensing change.

>>28442252
>transsexualdate
Why the FUCK were you browsing that site anyway?

*discretely opens in new tab*

>>28443251
Jfc, I’m fucking dying. I haven’t seen something this funny in a long time.

>>28442730
>>28443178
And long term?

>>28443216
Wonder why exactly everything keeps dumping after amazing earnings. Like this goes a little beyond buy the rumor, sell the news.

>>28443898
There’s some real talent here. It’s left most other boards.... has it come here?

>>28443984
Long term is good as well. Being the sole independent FPGA producer means they're consistently in demand or might get bought out.

>>28441979
Oh will you calm down and have another cup of coffee?

>>28443018
I definitely buy the streaming services growing with the mandalorian spinoffs and more coming to the platform, along with inevitable future price raises. but I think the theme parks will be the slowest recovering thing from this whole pandemic. slower than airlines, slower than sports leagues, definitely. It's going to be a long, long time before those are reopened and the risk of setbacks for them is huge. if they do open they'll be a fraction profitable of what they were and it'll hardly move the meter.
>ways for films to be profitable again
I think they can remedy this even without the theaters coming back in full. also murmurs of them doing *another* star wars trilogy to retcon the previous one. SW is still their hot new cash cow and it will be for a long time.
>ABC
is ABC worth a shit anymore?
>Hulu
I like it but it's a clear 2nd option for streaming services. need to convince people to pay for it as well as D+ on top of the other ones.
>ESPN
fucking hemorrhaging money this last year and spending hundreds of millions on SEC broadcasting rights among other things. I think they're the clear loser in that deal as TV viewership for the sport has declined very noticeably, even before the pandemic. Same goes for the NFL even. Keep in mind the older audience for these sports as well. I know ESPN+ is being forced hard but I don't know how much it's succeeded quite frankly.
>I think in the long term their streaming services will be viewed by normies as far better than Netflix too
their original series would have to drastically, drastically improve for this to happen. I know Netflix is shit but normies fucking swear by it. absolutely unreal.

>>28443216
looks like i'm buying at close tomorrow when it dips more
that and riot blockchain are two cash cows i've missed
>>28443251
topkek

>>28442754
Really I just got 18 shares in, and I'm not expecting something magical from an oil and gas company, but they seem to be doing fine on their own according to the recent press release. Or at least better than they were for 2020, I'd love to see if its possible to get them up to $2 if at all possible.

>>28442953
down 4% on very good earnings rn

>>28443588
Some say 2-3 years if they do it right but who knows, I'm sure Pat will announce some kind of plan soon enough

>>28444467
AMZN almost 10xed earnings and barely moved. clownworld

>NET
of course you fucks couldn't finally break 0
I really thought this would be the one.

>>28442953
which stock?

anyone else existentially terrified that their portfolio will complete a bart pattern?

>>28444692
NET. I thought the same! Oh well. Next quarter.

>>28443059
>I'm staying off that group of stocks for a while until there's actual legislation brought forward, not just meme hype
I'm working under the assumption that December and early January prices are about right for the sector in terms of pricing in potential legislation minus the risk that legislation is bad/non-existent. In this context, a good legislation scenario should bring in more sustainable FOMO activity plus a mix of unsustainable meme hype.

>>28444833
Ah, a fellow crypto trader.

>>28445018
No, that spike was GME. I've dabbled in GBTC but only made a couple hundred and don't have any right now.

Hope you guys bought DNN when I told you too.


Boner ride doesnt stop

>>28442519
>>28442707
>>28442730
>>28442754
>>28444095
Thanks!

>>28442944
nice

>>28442707
>I would have said "ACEV spac" but it looks like it did the old "after hours 15% pump"
huh?

>>28442405
oh shit look what I found
>https://thehill.com/policy/technology/538474-biden-to-sign-executive-order-addressing-chip-supply-chain-shortage

>>28445825
What can he realistically do though?

>>28445825
>The news from the Biden administration also came the same day the Semiconductor Industry Association — made up of leading chip groups including IBM, Qualcomm and Intel — sent a letter to Biden urging him to designate funds to increase research and manufacturing of semiconductors.

>The coalition asked that Biden include incentives for U.S. chip manufacturing and research as part of any major legislative package, such as his COVID-19 recovery plan or an upcoming infrastructure bill.

>“We believe bold action is needed to address the challenges we face. The costs of inaction are high,” the companies wrote. “We stand ready to work with you to achieve our shared goals.”

>>28442014
I might be following your approach wise man

>>28445958
not a clue besides give them tons of cash to sustain increased productivity, so it's a good thing i'm not the president. but i'm sure they'll figure it out.

>>28445958
Ban Confuscius Institutes to crack down on IP theft. Oh wait lol

>>28445807
ACEV

https://www.bizjournals.com/sanjose/news/2021/01/08/achronix-semiconductor-to-go-public-in-spac-merger.html

Achronix Semiconductors Inc.

>>28442405
It would be nice in the long run, yeah.
>>28442408
Look for US domestic.
Right now I think semiconductor stocks are overpriced on news of the shortage. Same reason why all of auto stocks took a thrashing today (RIP my $F gains).

I'm so tired. This ain't a value investor game anymore. It ain't even growth. Maybe a correction will shake some out.

>>28442408
Go one step up the stream and look into electronics grade silicon producers.

>>28446421
yes, it's down AH - why did you say it was doing an AH 15% pump?

>>28445958
They're going to throw money at Intel and maybe Qualcomm and say problem solved, anon. The question isn't where are the issues in the supply chain, the question is whose lobbyists can most effectively vouch for their company being able to combat the issue and spin up some good PR for the administration while doing nothing.

They would NEVER want to actually solve the issue for the same reason the defense industry would never admit their infrastructure, manning, and funding is adequate. Mark my words - billions will be thrown at Intel and two years down the road Intel will say the situation is just as dire but they can solve it this time with some more money.

There are “people” that bought NET during the earnings runup
also, based HYLN!

>>28444008
Yeah the market has always seemed unpredictable at earnings for me. Thankfully I like BL a lot so I'm trying to hold long term. Butyou'd think beating expectation by 162% would be enough to at least crab for the rest of the day.
Also
>Datadog beats earning by 200%
>dumps as well
lik glock werk.
>>28444296
BL is completely worth the buy

tomorrow will be blood red

>>28446719
>1 post by this ID
Are you lost, child? Did you remember to dump your weed stonks?

>>28446246
>>28446255
>>28446653
I was kinda being rhetorical. I have nothing but cynicism for government. But yeah. Just throw money at Intel, it’s not like they’re going to start fabricating in the US. I don’t know what they’d do with the money, spend it on more diversity perhaps?

Fully expecting intels new 14nm++++++++++++ to be a flop. Might be a good buying opportunity.

>day three of having no access to my account
>in that time it's almost perfectly crabbed

>>28445825
>>28442405
>>28446246
whoa, nice.

>>28446912
I was wage slaving, but im still going to put you in your place

>>28447054
>no access to my account
why no access anon?

>>28445825
If this is the reason ACEV spiked, the pumpers are extremely retarded. The problem is chip manufacturing. Achronix is fabless. TSMC is making their chips. In Taiwan.
Smh.

every company i'm even moderately interested in investing has a chart that looks like this. we are so obviously fucking inflated and about to pop that it hurts every single cell in my body.

>>28447175
transferring from wealthsimple to questrade, because wealthsimple is baby training wheels tier

>>28446610
Because it pump up to nearly 13 dollars today? And the last month of stock history shows it goes through periods of 1-2 dollar pumps followed by dumps as people speculate on news and rumors of when the merger will occur?

>>28447202
TSMC is building a fab in Arizona already, it'd be really funny if they started another couple US fabs using Biden gibs

>>28447293
ok but it hasnt pumped 15% AH as you said

>>28447258

same

I even just want to play it safe and put some cash in ETFs, but they are all at ATHs.

I'm staying cash right now except for a few plays to not get bored.

>>28445825
fuck, this is bearish for tsm isnt it?

>>28447202
>In Taiwan.
That's why I'm doubtful TSM is the longterm powerplay. Not just overseas, but too close to China.

My guess is that sometime in the next few months, one of the domestic companies is gonna get a big, fat government check. The question is who.

>>28446719
>HYLN
I remember

>>28447504
Do you understand words, retard? During the last hour and extending into after hours it went up about 15% compared to where it was at opening. Fuck off if you're going to be an autistic shithead, don't ask for recommendations if you're just here to bait people and waste time.

>>28447258
>>28447552
One more fat stimmy and low interest rates until people realize speculation is useless when no one is consooming and the entire market dumps.

>>28447780
not him but saying "up 15% AH" has the implication that during AH it went up 15% from close

>>28447393
Yeah, I know. That still doesn't explain why ACEV would pump right now based on these news.
I mean it does, because clown world, but come the fuck on.

>>28447668
1. TSMC is building US fabs
2. TSMC is so critical fo US defense that dozens of supercarriers will be thrown at the problem of preventing the CCP from grabbing it
Even Biden isn't stupid enough to let China annex the factory that makes the chips in the F-35.

>>28447780
>but it looks like it did the old "after hours 15% pump" so I don't know now.
This would imply that it pumped 15% after hours. Which it didn’t.

You should leave.

>>28447668
Mmmm, so which are a likely choice?

Rod and a bunch of the GME OGs are pushing the shit out of AMYZF based on a battery recycling patent for some reason

>>28447780
>Do you understand words, retard?
yes. it seems you do not, retard.

>>28447668
TSM is literally a US national security asset. China knows that any move on taiwan = ww3 (which they know they cant afford). It would be even more severe than the US formally recognizing taiwan as a country

>>28447933
Why did US let things get so dependant on this one company in the first place. Especially if the military is strongly involved.

>>28447882
Maybe? Probably less of the fad dying and more just people pulling out to pay rent.

>>28448154
>"american" manganese
>headquartered in....

>>28448269
Intel ate a giant bag of dicks and AMD cut Global Foundries loose for TSMC.

>>28448269
The US being dependent on 1 or 2 companies isn't anything new
See Skunk Works

>>28448316
North America?

>>28448410
Remember when the USAF and the CIA were dependent on shell companies to import Soviet titanium for the A-12/SR-71? Good times.

Is there anything worse than penny stock spammers? I’d rather see CLF at this point.

>>28448269
Complacency? Farm and coal subsidies? So-called budget hawks? Who knows
>>28448000
https://www.semiconductors.org/about/members/
Checked. Care to buy a vowel?
>>28447933
I'm aware.
Thinking long-term here, through that obnoxious, yet inescapable lens of political gamesmanship. The optics of giving money to a company with a foreign country (province whatever) in the name is bad for poll numbers.
>F-35
Don't get me started.

has anyone with Fidelity gotten their 1099s yet?

>>28448910
If you're obsessed with polls (you shouldn't be, they're pseudoscience at this point) you should realize that the CCP's favourability rating has been eating shit in the US and globally for years. Nobody will be mad about giving money to Taiwan. Congress has repeatedly passed legislation making "give Taiwan free shit" mandatory, and it's always bipartisan.

To the anon that shared this video in the last thread, thank you. It was surprisingly hilarious and made a lot of great suggestions which are based on fundamentals and facts as they are in the moment. Watching this made me realize the reasons I was panicking and unable to really be okay with my trades is because I was basing myself entirely on a heads or tails speculation which can be fun but it’s all I’ve been doing so it’s not fun. It just reminds me that I need to do more homework and more reading if I’m going to do this right.


For other anons interested: https://youtu.be/72Pq5zKEi_g

>>28441803
Green tea

>>28449105
>Le polling is dead
Cool your jets, hotshot. This is /biz/.
Right and left have little meaning, so long as we get paid.

>>28449302
Good stuff Anon. You’re discovered the secret to not worrying about your positions on a red day. Have you figured out what your edge is yet?

Also old VHS recordings are comfy.

Trade for next week.
>NNDM breakout, target 20-22
>SOL breakout, target 32-34
Play with a small amount if you're scared, you're welcome

>>28449302
It's been a while since I saw that video. It's mostly applicable, but you have to keep in mind that it was made in 1994. Things have sped up considerably since then, and people are way more informed.
As opposed to long investing, nowadays you are better off with "well informed swings", where you wait for a catalyst and don't panic sell on a dip unless it is your catalyst that's in danger.
And you can get the insider info (I think he uses a steel mill as an example) from the internet if you look for it. Search for posts of actual professionals (e.g. MDs if you're researching biomemes), and you can be as well informed as an insider, and have an edge on the market.

>>28449551
Political polling is objectively dead and has been for years, anything else is Nate Bismuth copium and journalists clinning to relevance. If you base your investing decisions on bad data, you'll make bad decisions.

So you guys are telling me the weed stocks were a pump and dump? What the fuck? It legit has good fundamentals but you chinks only buy based on current trends?

>>28444121
A lot of great points in here anon.
ABC is really only relevant in my mind because they allow streaming for The Office and Parks and Recs, which is the normie required watching duo at this point. Honestly, not enough on its own but collectively with D+ and other programs/channels Hulu+ offers, it could give them the opportunity to get a leg up on the competition for cable cutter market share. Hulu+ also offers live TV and I think as conventional cable/satellite continues to fall they'll start eating up more of the cable cutters with their bundling package of Hulu+ & Din. But you're right, it's the clear second choice to both Netflix and YouTube TV. And I don't see that changing for a while.
Although they know how to make money off their IP like crazy, unlike Netflix.
>ESPN
Yeah, I never watched sports unless Thomas Brady is making people seethe in the Super Bowel or my dad wants to watch a game. With all the dumb BLM pandering, the ratings are down like you said so you're right that it should be even less of a factor than I was thinking before.

>>28441803
my wife Syarp is very cute

>>28449896
How the fuck was this not obvious? This isn't even the first time they've done it.
>It legit has good fundamentals
You're trying to make billions of dollars on glorified agriculture, but with more regulatory hurdles.

>>28448564
no the CLF spamming is way worse.

>>28449896
https://www.cnbc.com/2021/02/11/reddit-trader-favored-cannabis-stocks-jump-again-on-thursday.html
>redd*t mentioned in title of headline
it all makes sense now anon.
Also, for the foreseeable future I think this field is a good play. I say this only because more and more states will be making it legal or easier to buy for people with special credentials. Other than that, I know nothing about the weed market at all.

>>28450005
People get addicted to that shit.

>>28450025
At least CLF posting is from a few anons posting a lot. I just assume the massive amount of penny stock posters in /smg/ are newfags.

>>28449808
I'd argue with you further but...off topic.
>>>/pol/

>>28450150
The people who use the most weed are also the most likely to grow their own weed, which is trivial. I've grown weed for a hundred bucks in Amazon supplies. So your target audience is the small subset of weed smokers who use less than an ounce per month, but buy it consistently.

>>28449896
Anything that gros more than 10% in a day without news should raise your suspicion.

>>28450150
That's simply not true.
If you want to make money on weed but you don't even know how it affects the human brain maybe your "fundamentals" are not to be trusted.
People enjoy it, they can like it a lot, but neither THC nor CBD are addictive substances.
DD anon.

>>28450278
If your argument is based on political polling, you can't just sperg out when someone criticizes it.
>>28448910
>through that obnoxious, yet inescapable lens of political gamesmanship. The optics of giving money to a company with a foreign country (province whatever) in the name is bad for poll numbers.
This was a bullshit claim you can't defend, so you're trying to end the discussion.

>>28450254
you mean the CLF posting is from one anon pretending to be many. I also do not like both but if I had to choose one I would not choose CLF spamming that is for fucking sure.

>>28450441
CLF tranny is annoying but at least CLF is an actual company that might go up, the pennyshit shiller was literally trying to get anons to buy a bankrupt company with no assets, tens of millions in debt and one employee.

>>28450368
Lol I know a guy who sells it. People show up at 1am to buy

>>28447266
Ah okay, just making sure it wasn't Robinhood.
I'm thinking about switching from RH to TD Ameritrade. They have that Think Or Swim software that comes with an account and I think it's neat

>>28450305
>Anything that grows more than 10% in a day without news should raise your suspicion.
>mfw ACEV
>mfw CCIV

>>28450254
CLF is literally one dude phoneposting and getting a new id every thread he posts in.

>>28447608
Maybe 5 years or so out
Smaller companies need a whole lot of new technology and infrastructure to match what TSMC is doing

>>28447668
AMD. Check 'em.

>>28450594
Sometimes we have a productive conversation around CLF, commodities, other steel producers.

The Tranny never takes part in this.

>>28449896
Cannabro here. I am still bullish about cannabis. Sorry TLRY got caught in the cross fires of leddit. Nothing has changed about fundementals. You will see TLRY about its ATH in a month.

>>28450594
yeah I'm going to have to disagree with you there, as long as your not dumb more anons made money on penny stocks than CLF. zoom out on CLF, its a boomer stock that looks awfull. Again, I dislike both posting but CLF is far worse.

>>28450435
As I said before, cool your jets. I don't care to debate LIBS and DEMS and MI/AGA. Or listen to your babbling about what (You) think about muh country and muh MSM.

I'm trying to get an answer to a simple question. Who gets that fat government check for semiconductor production?

>>28449896
They became a pump and dump in recent days because of reddit. Weedbro stocks were accumulated for a long time and when it started to rapidly climb 150%+ in the past week (you can see on the chart when the dumbasses over at reddit started buying, 8-10th feb) the big buyers started taking profit, which led to redditors/retailers (the top buyers) panic selling, which led to other retailers that might have bought late last year or something to start selling, which led to more shorters, and here we are

>>28450705
SPACs can pump and dump for absolutely no reason even if they have good acquisition targets.

>>28450777
Checked

>>28450949
If I had to guess I’d say Intel.

>>28450949
>cool your jets
Stop projecting your insecurity.
>I don't care to debate LIBS and DEMS and MI/AGA
Nobody but you brought any of this up.
>Or listen to your babbling about what (You) think about muh country and muh MSM.
Nobody but you brought any of this up.
>I'm trying to get an answer to a simple question
Then you should stop being a self important pissbaby and huffing your own farts.

>>28450682
I know a guy who sells hotdogs and people show up at 2am to buy.
Should we assume food is addictive?
Just... Whatever, man. It's your money.

>>28449629
I’ll probably rewatch it several times over the month. He’s got great comedic timing so it isn’t a bore.

Honestly off the top of my head it’s hard to say, I think I know a lot of people from different backgrounds and I have 2 little brothers that will always tell me what’s popular or what they like/heard.

My father works in construction and constantly tells me the tools and things he works with/ which is considered the best, etc.

Personally I like to do research, read books, and deep dive into things as an anthropologist so people are really my strength, except that I have a mental block when relating that to stocks because it really fucks with me to see money go into something and potentially not seeing it again.

The video was super comfy.

>>28450949
I'm pretty sure it will be split amongst several companies, the same shit happens with defense companies aswell and the vaccine development money that Trump signed an EO for. It's capitalism afterall, competition is key

>>28450705
Stuff can pump on rumour. But once people realize no news is comming, stock will start bleeding.

>>28449302
>can be fun but it’s all I’ve been doing so it’s not fun
> It just reminds me that I need to do more homework and more reading if I’m going to do this right
based

Got 5k in TSM and 600 dollars in CRSR. Got 15k left on the sides. Do I wait for any bubble to pop or buy more stocks? The bubble is so obvious but I also don’t want to miss ludicrous gains.

>>28450682
It's like the average drug user works 2nd shifts. Likely hospitality industry. You are a dumb cunt

Uhh, smg is still just advertisement thread for redd*t p'n'd. I think I'm going for a walk, I want everything to go back to the way it was.

>>28450777
ooooooooohhhhhhhhh

>>28451363
Probably. The last NDAA brought up semiconductors too, I believe. And I can forsee the Defense Production Act being used here.
Not especially likely, but that would be the wild card.

>>28451861
soon fren, soon. Enjoy your walk.

>I like the look of that company, I'll buy some when it dips
>Oh look it went up again
>Oh look it went up again
>Oh
>...
>I'm not buying that, it's too expensive

>>28451861
The worst thing is that smg is actually comfy on weekend mornings (until 12:00 euro time), with nice discussions with eurobros and boomer anons. At around that time the retards start to wake up and flood the thread with absolute nonsense. Very uncomfy.

>>28452245
Something something about the market, time and timing.

>>28451668
>The bubble is so obvious
>still puts 600 dollars in Crabsair

>>28453244
Buying a fat stack of DNN tomorrow is what I'm seeing

>>28452255
As an eurobro I can confirm this.
Something similar happens here, too: Premarket and early hours are way comfier than late/aftermarket.
Still I'm grateful for cmg anytime.

I didn't realize WSB was pumping Uranium, I was able to free up some juniors off my folio this week

>>28442707
>after hours 15% pump
Don't pump was during market hours and its dropped from that peak in AH.

>DNN

>>28453487
>DNN
Is that like a Walmart store brand UUUU?

>>28447054
Soon™ 250x GME anon

>>28453244
>HYLN
>UWMC
lets go
>6000 TSM calls
FUCK I WANTED TO BUY IN

>>28442408
AMAT

>>28453656
>i didnt listen to the shill from earlier

>>28453400
I bought calls when some anon in smg said to check the 3/19 2.5c in smg before close. 300k+ volume today. I grabbed a few of them.

>>28453487
> TSM 155
I can live with that, maybe I'll buy TSM dip tomorrow (formerly known as ATH)

>>28453244
>it's all calls
I guess the golden bull continues

also
>MVIS $30 calls
What a fuckibg clown market

>>28453711
Some uranium miner or something idk

>>28454038
I had $450 of tradeable funds and was burnt from meme stocks and was deciding between DNN and SOXL at close. Want to guess what I picked?

>super busy at work all day
>missed out on DNN

oh well, c'est la vie

>>28453244
DNN is the next PnD uranium stock
>heard

>>28454782
We're unironically in commodities supercycle. Only steel miners are not going up because shadow gov hates clf tranny

>>28454038
I aped in right after I looked at the volume on those 3/19 2.5c

>>28454718
There's always the next meme stock. There are like 2-3 2baggers every week.

Michael Burry bullish on uranium

>>28449696
Damn forgot the third one, BNGO.. the most bullish one out of all three. Remember, just do a small amount for fun if you don't believe

>>28446423
>>28446486
>>28453875
Thank you, will look into it!

>>28454875
So says all the banks...
...aka all the people who already brought in and now wish to make it so. Commodity Supercycle is literally Boomer teir PnD driven by banks. Will they be able to pull it off in the era of Reddit Memers and Crypto Fanatics.

>>28441918
I've been in since soxl at 60 at higher leverage than 5x avg. It's the easiest money in history to be long semis these decades.

Are semis in the 2020s the tech of the 2010s?

>>28442408

NVDA if you have a 10 year outlook

>>28455638
yeah, but aren't all the big tech companies working on chips. There are a ton of AI chip startups too. I think some ARK analyst had a huge chart of them all.

Semis are the hard tech

>>28450368
wow what a retarded statement. Psychological addiction is often more powerful than physical. Plus weed ruins countless peoples lives through addiction just from watching the natural world. How naive are you?

Wait how is SOXL going up when there's a global chip shortage? It's one of my largest positions, but I realized I don't actually know much about this industry.

what do I buy if I'm bullish on copper? junior copper miners?

>>28455777
Everything needs chips
Chip industry moves glacially, stuff takes years to do.

>>28454267
That shill was me. Glad you bought, even when I couldn't because funds couldn't clear in time to buy options from my recent transfer. I'm going to be grabbing some stock in the meantime.

>>28454718
>>28454917
If it's March 19th why not just buy tomorrow and hold through the 12th or something?

>>28456116
I myself don't do options, only on very solid info, or if there is not much downside. DNN looks way too high up for me without knowing anything about it.

>>28456063
Where'd you find about it? I don't recall hearing about it on my stock screener, but then again I was mainly just shitposting today and wasn't really paying attention.

>>28450305
>Anything that gros more than 10% in a day without news should raise your suspicion.

>>28456606
Caught it in another thread, another anon mentioning DNN IV was up massively on calls. Merely checked on it myself. Looking out for whispers such as that is always worth at least investigating

>>28450884

LUlz

>>28455750
I am very, very naive.
That's why I know that the real threat to my weed stocks is the tobacco industry.
But if you want to bet on addiction to marijuana and lifes ruined go ahead. People like you won't let it be legalized anyway.
Try smg if you want to argue with retards.

>beats earnings
>no debt
>revenue increasing
>cash on hand
>only good news
>drops 10%

>>28457080
Can you imagine the fits these experts must be having trying to understand "Reddit Logic".

>>28454946
Nice, that one makes sense

https://www.wsj.com/articles/mini-nuclear-reactors-offer-promise-of-cheaper-clean-power-11613055608?mod=hp_lista_pos5

https://seekingalpha.com/news/3660549-uranium-stocks-surge-after-camecos-q4-beat-upbeat-outlook

The potential that small modular reactors offer for energy is far above that of any renewables

>>28457506
https://investingnews.com/daily/resource-investing/energy-investing/uranium-investing/uranium-mining-in-the-united-states/

>>28457420
Seems like everything was already priced in, people were hyped and took profits. Many such cases anon. If earnings are really that good, then there is a chance for stock to recover from dip mate.

>>28455347
What’s your price target for BNGO oh wise one

>>28458478
15-16 for the first PT

>>28442252
Please don't turn /cmg/ into another tranny general like what you did to /smg/.

>>28457420
Should I buy the dip?

>>28447668
>>28450777

protip, Lam Research is the US semiconductor play

>>28457080
hahahaha holy shit

but if the US goes through with legalization, how would that affect their listings? Would those American companies immediately apply for NASDAQ listing? What would happen there?

>futures crabbing red

/smg/ is actually wsb incarnate, holy shit. it's so obvious when people are trying to treat it like reddit.
stay comfy out there

What's the occult meaning of Greg's last video? Can anyone decipher it? Or is it all just wishy washy feel good stuff
https://www.youtube.com/watch?v=4ukVv9QRc4g

>>28457434
>>28457080
I think the Robinhood accessibility meme is depressing the price of warrants for some stocks as well, like SRAC

If you don't sleep over 12 hours a day you are not living a comfy lifestyle

>>28460093
Enjoy Alzheimers when you're 60

>>28459740
>Would those American companies immediately apply for NASDAQ listing? What would happen there?
Yes, that's what happened with Canadian companies when Trudeau turned out to be sincere in his 2015 campaign promise to legalize. All listed on the TSXV or CSE to start, the larger ones moved up to the TSX and dual listed on the Nasdaq or NYSE. Multi-state US based dudes weed also listed on Canadian exchanges as they could no legally do so on US ones unless/until the federal laws changed. They could, however, trade through OTC. Canadian companies can list on US exchanges because weed is legal in Canada. US companies operating in legal states cannot list because weed is still federally illegal. Doesn't make a whole lot of sense but that's how it happened to play out.

If weed is made federally legal in the US you can expect the US weed stocks to have a bubble phase, same as happened with the Canadian ones.

>>28459740
>commodity futures crabbing red
Frens? Is this normal?

>>28460144
I have sex with your mom in my dreams

>>28460171
no commodities always end the day in the green green
if they close red it's a major sign that the fed has decided not to print any more money

>>28460169
Any good companies in particular that are US based and TSXV listed?

>>28460410
uhhh bros... do I unzip my bobo folder

>find a very nice low cap stock with great fundamentals
>it's currently getting sued for fraud

>>28460490
It used to be Curaleaf, Cresco Labs, Planet 13, Greenthumb industries etc. I haven;t been following the sector lately and don't know if that has changed.

>>28460093
I only sleep for 6 hours and I don't wake up tired

>>28460410
Tuesday is going to be extreme dipping I guess.
The bobos are still sleeping r-right? Haha...

>>28460093
>sleep >9 hours
>wake up drowsy
>sleep <9 hours
>wake up tired

>never seen before images inside the federal reserve

https://swaggystocks.com/dashboard/home

look at how they're using reddit

>>28457080
>dont have access to US markets
are these boomers fucking retarded? where do you think canadian weed is going to expand to once it’s legalized federally in this mystery country?
i swear to god they are just as fucking dumb as reddit but make even LESS money

>>28461841
>Get the latest in stock market due diligence research reports as SwaggyStocks aggregates data for you. Take a deep dive into the companies financials, explore channels where they earn revenues, and analyze future growth trends.

Gentlemen, we've been played for the 9218316th time.
Retail is getting fucked without lube.

>>28462088
At least we can use this to our advantage too I guess

https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment

>>28462088
>>28462212

so what is trending that hasn't peaked yet

>>28462262
https://swaggystocks.com/dashboard/stocklabs/wallstreetbets-trends

Check out
>Trending by Market Share of Comment Volume

>>28462705
they should implement a feature that filters out stocks that are like 50% down from their peak
too many bagholders talking about old news

and better yet if it had some feature to filter out shit that has already gone more than say 50% up in a week

>>28462933
>>28462860
Maybe this, I'm still exploring the site

https://swaggystocks.com/dashboard/stocklabs/strategy-room

Broke $1m on the Roth today. And I just want to say, I couldn't have done it without you, /biz/.

Also FUCK JANNIES

>>28444095
>>28443984
Intel is 99% of their revenue.

>>28463212
based, more money than any jannie will see in their life

>>28463212
>could have been at half mil if Ping didnt want daily blowjobs from Ma
last time i ever put so much money into chinese calls
nice job anon

>>28463771
Goes without saying that I *still* won't buy a 4chan pass.

>>28464184
Xi, Biden, Yellen, they're all metaphorical jannies. Fuck 'em too.

>>28463212
Im mirin, roth especially makes it sweet. How much were you able to contribute before you got capped?

>>28464564
anon are you trying to imply that being teh president of the usa isn't a "good job" and in reality this person is bottom bitch who has to deal with societies hardest problems, in a manner similar to how a cuck will beg for participation with their partner?

>>28464615
Had a Roth 401k for a couple years that was a big help, and income limits don't real thanks to the backdoor Roth. Even so, started with only like 100k before the 'rona. Said fuck it to Boomer investing, bought puts on the crash, flipped to being long in the summer, and haven't looked back since.

>>28464957
It's pretty great when you consider all that lobbyists and Congress do to push them around. And how they only earn $400k, which, for being an executive in charge of a nuclear arsenal, is practically nothing.

>>28455658
Best of the best.

>>28465397
What the fuck is the backdoor roth. Redpill me, im 24 and already accidentally disqualified myself from contributing next year thanks to gamestop

Shitting on the GME fags is endless entertainment.

>>28465397
>>28466569
Reading up on this...whats the fucking catch. How is this legal

>>28466600
I try not to. It was babbie's first pump n' dump for a lot of them. Everybody has to learn this lesson eventually.

>>28466781
Your pre-tax IRA/401k money needs to be shunted out of the way into your 401k when you convert the money you're backdooring. That could be a hassle.

Also the money is getting locked up under Roth rules. I'm only now realizing that's kind of a pain in the ass when you're so young. Pretty sure even a SEPP plan fucks you by making *Roth* withdrawals taxable as income.

So I may need to wagecage a couple more years to buff up the taxable side of things but, whatever, I've got a good job.

>>28466600
It was fun at first, but now its sad lol
https://twitter.com/CryptoWhale/status/1358215695574704130

>>28463212
What broker do you use for your Roth IRA? I’m considering fidelity

any SPCE chads here? what's the move this weekend?

>>28468045
Schwab, but I think I'd go with Fidelity if I were in your situation.

Definitely not Vanguard though, because they don't let you buy options on leveraged ETFs. I know what I'm doing, Mr. Bogle!

>>28468363
Look, it's not SpaceX. It's not even Virgin Orbital. It's a theme park ride, Six Flags for some millionaires.

Which means any hype train collapses the moment Starship opens signups for day long vacations in orbit starting 2022. Play the test flight this weekend and ARKX inclusion this quarter however you want, but the stock's on borrowed time.

>>28468363
Hoping for a push higher, I want to see 75

>>28468644
it was always gonna be a short term play for me, i bought the dip after they aborted their last test flight and frankly i'm just not sure if i should sell before the next one or risk something going wrong again

>>28460490
>>28460591
PLTH is good minus it being caught in the recent weed euphoria; but after this dip it should stabilize at January prices.

>>28468363
Hold. Shit makes no sense, you can’t predict it. Just hold.

when the FUCK is TSM going to dip?

https://www.fool.com/investing/2021/02/08/why-did-denison-mines-energy-fuels-and-uranium-ene/

Imagine being this out of the loop

>>28471731
well it is "fool.com"

>Elon on Joe Rogan

>>28472372
>still aiming for a 2021 Starship orbit
Should be all in balls deep space stocks desu

>>28472657
im too dumb to buy anything but starlink. just going to buy arkx when it comes out

Looks like nuclear energy is making a slow but sure comeback in the long run- assisted by the promise of small modular reactors, and the growing realization that renewables alone will not cover all energy needs if we want to get off fossil fuels, and US government moving into action to stop Russia/Canada/Australia/Kazakhstan cucking our domestic Uranium miners, restarting the only domestic uranium ore conversion facility and moving forward on establishing the first ever US Uranium reserve-

Positive public perception is gaining momentum too-
https://www.youtube.com/watch?v=Jzfpyo-q-RM (positive video despite the clickbait)

https://www.wsj.com/articles/only-nuclear-energy-can-save-the-planet-11547225861?mod=article_inline

https://www.forbes.com/sites/michaelshellenberger/2018/09/11/had-they-bet-on-nuclear-not-renewables-germany-california-would-already-have-100-clean-power/?sh=344a05d1e0d4

https://twitter.com/michaeljburry/status/1359915892272816128

https://www.federalregister.gov/documents/2021/01/14/2021-01013/promoting-small-modular-reactors-for-national-defense-and-space-exploration

https://world-nuclear-news.org/Articles/Senate-committee-includes-uranium-reserve-in-FY202

Nuclear sector slowly making moves-
https://world-nuclear-news.org/Articles/Idled-US-conversion-plant-preparing-for-restart

https://seekingalpha.com/news/3660549-uranium-stocks-surge-after-camecos-q4-beat-upbeat-outlook

Not sure if uranium imports are banned yet but once they are expect the US uranium mining industry to surge. This is a really long term hold though, like 2025+

>>28473779
Nuscale is leading the way in the US on the SMR front followed by GE-Hitachi

https://www.wsj.com/articles/mini-nuclear-reactors-offer-promise-of-cheaper-clean-power-11613055608?mod=hp_lista_pos5

>>28471731
you think DNN is a good buy?

I am worried about my QCOM 155c 4/16. I thought it was a given and it's still kinda crabbin after that big drop...

>>28474341
it's only been a week, you have over a month before you really need to worry about that call. youre most likely fine

>>28473779
Modular reactors are a very speculative thing right now
What real advantages would they have over big reactors? The only one I see is the possibility of passive emergency cooling. But that will also reduce their efficiency because heat will leak out during normal operation too.
And they are arguably less safe than monolithic reactors because as there isn't a containment building you can just bomb them and spread radiation everywhere.

>/smg/ and fool.com talking about DNN
now I'm a bit glad I'm not getting in on it. sure I missed the AH pump today but I know otherwise I'd get burned eventually. Curious how it'll move in the next few days but like the other anon's have said there's always more stocks. Might just put some cash into one of MOONs holdings that I find actually useful

>its ogre
>check ID for open

>>28475286

>>28475286
You played yourself.

>>28473779
Can anyone check Burry's 13F to see how balls deep he is in uranium miners kek

>>28473779
>>28475185
I find uranium mining to be more for defense than energy sector. Dems are bought by solar/wind/other alt energy and GOP is bought by oil and natural gas. Nuclear doesn't have their money in any politicians pockets as far as I know and that's what'll really hamper their growth, not any BS fukushima fears.

>>28475434
ogres are green frendo

i drew those grey meme trend lines like a week ago. really cool how it's stayed within them. we'll see which way it breaks come next week cuz this pos has done nothing lately

>>28475871
I've found trendlines and horizontal s&r lines to be the most reliable TA
popular moving averages (50/100/200/500) sometimes act as support too though

>>28475871
price is going down, sub 30 thats what i read

>>28476099
same, and it's fun playing with them.

>>28476279
I kinda feel the opposite. it's been oversold in the last month and is due to turn around.

>>28475185
>a very speculative thing right now
They are like 1-2 years out from construction, if we're talking about NuScale's plant in Utah, progress is slow but steady

>>28475534
I think it will switch to energy sector in the long, long term, but if uranium import bans ever go into effect in order to save the US uranium mining industry then obviously the effects of that on price will be seen much sooner

Check this out, we are the worlds largest uranium buyer at 40% according to this article, we import more uranium than we mine

https://finance.yahoo.com/news/uranium-bulls-queue-starts-124851612.html
>The USA needs 56mm lbs. of uranium per annum to feed its active nuclear reactors and only produces 4.5mm lbs.

So we'll see how it pans out I guess, I'm bullish on uranium for the long run

>>28476968
No I mean as a concept in general
That computer render sure does prove your point though