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Surly #Stonks


Wally Fairway

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18 minutes ago, 0xdeadbeef said:

Almost 95% of my portfolio is in AI and semiconductor stocks and ETFs.   My way of diversifying is I just I bought a small amount of IBRX at $6.9092.  

Show me what you got.

Let's see if it can out grow NVDA.

 

 

I doubt NVDA can 20x from $3tn in the next few years 

I’ve got my now 40k shares at a GTC of $50 so they can’t be borrowed.   

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1 hour ago, Trey3216 said:

I doubt NVDA can 20x from $3tn in the next few years 

True, but a company like IBRX could hit it big, flounder in testing purgatory, or go out of business.  Two of those paths won't surpass NVDA returns.  Let's hope for the change-the-world cancer cure.

 

 

 

 

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14 hours ago, 3adays said:

Anyone in here own CYBL? I pretty sure I bought it based off this thread and had totally forgotten I had it. It has been on a nice little run lately and I was curious if anyone knew why. 

Most stocks in that price range run because they need to dump more shares (dilution). Typically, they are out of money and generate momentum to get people to buy, thinking it’s going to the moon. I don’t know any specifics on this particular ticker.

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2 hours ago, WBT said:

Knew it was a stonk

Always a good sign when your auditor says "fuck this shit, I'm out" 

And speaking of stonks, I see CVNA is up 20% after their earnings release. If the after hours move holds up, they will open up tomorrow with a market cap approximately the same size as GM (and larger than Ford). They made $140M in profit this quarter. GM just reported $3B in profit. How many fucking cars do people expect them to sell at a 4% margin in the future to justify that valuation? But Ive been thinking that about CVNA for a while now, and it shows no signs of sanity returning. Will be up about 25X in the last year and a half.  

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On 10/27/2024 at 8:23 AM, 3adays said:

Anyone in here own CYBL? I pretty sure I bought it based off this thread and had totally forgotten I had it. It has been on a nice little run lately and I was curious if anyone knew why. 

I own CYBL. It had been tagged with the caveat emptor label for a while. When that got lifted it ran up to about .01. Then they announced a $22 million contract with the government, and it ran up to .02.  It has since settled back to around a penny. Hopefully they get a few more contracts, and it goes on another run. I’m in for 300,000 shares at .002 so nothing major, but it’s nice to be in the green again.

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Two retired business men are chatting at a tropical beach bar.

One says to the other, “when my widget factory burnt down I didn’t rebuild took the insurance payment and retired”.

Second says, “ oh, my I did the exact same thing when my widget factory was destroyed by a tornado.”

First business man sits quietly for a moment with a confused look on his face and then asks, “how do you start a tornado?”

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Last Friday premarket, Energy Fuels (UUUU) reported a miss with Q3 earnings and the stock dropped from $6.05 to a low Monday of $5.36.   UUUU has recovered currently trading at $6.28.  UUUU continues to actively expand their facilities increasing capacity to produce more uranium, rare earths, and medical Isotopes in 2025 while sitting on supplies of finished uranium and vanadium waiting for uranium prices to go up. They have plenty of cash ($1.21/sh, $234 million) and no debt.

Yesterday, EOSE reported a miss with Q3 earnings due to temporary supply chain issues and the stock dropped from $3.20 to $2.26.  EOSE has recovered some currently trading at $2.85 (blessed are the dip buyers).  No one expected them to be profitable yet.  This is a 2025 story.

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