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Posted
1 hour ago, B00M said:

Is it falling because we no longer expect AI hyper scaling to require dedicated nuclear power plants? 

The big boys, Google, Amazon, Microsoft, & Meta, will mos def need nuclear to power AI data centers.  I think the drop has more to do with a 10% import tariff on Canadian uranium (that’s just a guess).  

Posted
4 minutes ago, Harrison Stafford said:

The big boys, Google, Amazon, Microsoft, & Meta, will mos def need nuclear to power AI data centers.  I think the drop has more to do with a 10% import tariff on Canadian uranium (that’s just a guess).  

We’re tariffing titanium? Do we actually have enough domestic reserves of it for this to do anything other than raise prices? 

Posted
1 hour ago, B00M said:

We’re tariffing titanium? Do we actually have enough domestic reserves of it for this to do anything other than raise prices? 

Do you think President Huff and Puff cares about about the actual implications anything that he says? 

 

2 minute time out for CR posting - self imposed

  • Haha 1
Posted

Fuckers made me snort, thanks!

 

I will tell you guys about a low volume thinly traded stock I really like because of its dividend so it’s really not very stonk like.  ALVOF, a small Canadian energy company operating in Brazil.  Very well run, excellent cash flows, and conservative management.  I’ve collected dividends for a while now and the stock is relatively cheap on a P/E basis.  It does take an appetite for currency, energy, and exchange rate risk though…

  • Hook 'Em 1
Posted
56 minutes ago, Hefeweizen said:

Fuckers made me snort, thanks!

 

I will tell you guys about a low volume thinly traded stock I really like because of its dividend so it’s really not very stonk like.  ALVOF, a small Canadian energy company operating in Brazil.  Very well run, excellent cash flows, and conservative management.  I’ve collected dividends for a while now and the stock is relatively cheap on a P/E basis.  It does take an appetite for currency, energy, and exchange rate risk though…

 

IMG_0722.jpeg

  • Haha 2
Posted
1 hour ago, Hefeweizen said:

I will tell you guys about a low volume thinly traded stock I really like because of its dividend so it’s really not very stonk like.  ALVOF, a small Canadian energy company operating in Brazil.  Very well run, excellent cash flows, and conservative management.  I’ve collected dividends for a while now and the stock is relatively cheap on a P/E basis.  It does take an appetite for currency, energy, and exchange rate risk though…

maxresdefault.jpg?sqp=-oaymwEmCIAKENAF8q

  • Haha 3
Posted
6 minutes ago, Gatorubet said:

What is the best stock for - say - making bank on the privatization of prisons?

Just make a prop bet on Kalshi or similar platform

Posted
1 hour ago, Sbbruin said:

What stock would be best if I wanted to invest today, and cash out in 2 months with a 50% ROI?

We joke, but I wouldn't blink if Mara actually did this.

Posted
1 hour ago, Sbbruin said:

What stock would be best if I wanted to invest today, and cash out in 2 months with a 50% ROI?

Sell cash covered puts on days in which a decent stock is getting hammered

Posted (edited)

Bought a variety pack of 0-5 DTE SPY puts about an hour ago in anticipation of the tariff announcement at noon. Lets see how that shitshow transpires. 

Sold half my 0DTE 605P for 2X when it dropped right at noon, so I'm holding onto the other half in case something crazy happens, but the 12PM deadline seems to have passed with little fanfare. Womp, womp....

Edited by Blotto
  • Fuck Around and Find Out 1
Posted

IBRX up 9.8% rt now on a maintained $30 PT from D.Boral Capital, acceptance of the MAA from UK...  Hopefully good news keeps trickling out.  Could slow burn upward before the short squeeze starts.   70% of the float is short, 17 days to cover right now.  THing could literally run to $40 or 50 with ease in a true mega squeeze, maybe higher.  

 

Now sitting on 68k shares at roughly $3.85 average   

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  • Drool 1
Posted

Since selling EOSE and, actually, making money and having liquidity, I’m buying another 5,000 shares of IBRX on a pullback…somewhere south of $3.60.  That will increase my position to 32,800 shares and bring down that $9.77 avg.  And Happy Valentine’s Day to my fellow long-suffering bastards. Wishing you all a profitable year!

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Posted

A trader thinks that the prices of eggs are going to increase, and so he contacts his broker and asks him to buy 1,000,000 egg futures at $1.70

Sure enough, a week later, the price of egg futures is $2.50, and the trader, happy to ride his winners, places an order for 3,000,000 more egg futures

Next month, at $4.30 a piece, he pats himself on the back and restructures his liquid investments to buy another 10,000,000 egg futures

At the end of the quarter, egg futures are trading at $7, and the trader finally calls up his broker and tells him to sell them all

The broker replies: “To who? You’re the egg man!”

  • Haha 3
Posted

IBRX up 17% right now to 3.93.  


Approval from FDA for rBCG sales by IBRX will help relieve the BCG shortage, and will help get their foot in the door of every urologist in America for combo sales of rBCG and Anktiva.  Big big deal.  

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Posted
1 hour ago, Hefeweizen said:

Unlike the big swinging dicks in here I have just 15k shares at a 4.12 basis.  Let’s hope the D Boral guy who thinks it goes to 30 is right…

Don't worry you have a lot more than me, but I'll still appreciate the small payday if it goes to 30. 

Posted
10 hours ago, Harrison Stafford said:

Bought 5,000 shares of IBRX at $3.58 bringing the position to 32,800 shares and moving the avg down from $9.77 to $8.85.

I also bought at 3.58 yesterday. Not nearly as many shares but we're in this together

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Posted
1 hour ago, Wally Fairway said:

IBRX down 2 pennies at the open.... I'm out 😉

Good timing now that it’s down one dime, one nickel and 4 (rip) pennies (rip). 

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Posted
On 7/7/2024 at 8:26 PM, Harrison Stafford said:

IBRX’s Anktiva was approved on April 22 for the treatment of bladder cancer and IBRX began shipping Anktiva two weeks after approval.  These sales should be reflected in IBRX’s Q2 earnings.  As more and more healthcare plans allow for Anktiva reimbursement, earnings should continue to grow in each successive quarter for the foreseeable future as Anktiva becomes the standard of care for the treatment of bladder cancer.  But, that’s just the start of the story. IBRX, per their website, met with the FDA in June to get the green light to use Anktiva for the treatment of 2nd line and 3rd line lung cancer. As Anktiva is already an approved drug for bladder cancer, label expansion is not usually as difficult as a new set of trials.  IBRX also has ongoing trials using Anktiva in conjunction with other drugs/vaccines to treat colorectal cancer, ovarian cancer, pancreatic cancer, glioblastoma, and leukemia and all these are in phase 2 trials.  There’s also phase 1 trials for HPV, advanced solid tumors, non-Hodgkin lymphoma, and HIV also marrying Anktiva with other drugs/vaccines as treatment.  Go to ImmunityBio’s website Immunitybio.com and read about what this company is doing.

Here you go.  In addition, the European Medicines Agency accepted IBRX’s application of Anktiva for the treatment of patients with bladder cancer.  This application covers 30 countries in the EU.  Now, just waiting on approval.  Big Pharma (looking at you, Merck) will most def try to buy IBRX at a hefty premium.  Patrick Soon-Shiong, who owns 80% of IBRX, is 72 years old and ain’t getting any younger.  Hit him with an uber aggressive offer and he might just bite. PSS also has the track record of building up a company and selling to big Pharma for big bucks.  

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Posted

Tonight I finally got a chance to review a small inheritance my wife received from her mother.  It's a mix of a few stocks, a couple of mutual funds, and some cash.  We would like to be pretty conservative at this point, for a variety of reasons, so I'm wondering if there is any consensus about whether we should hang on to any of these holdings:

MSFT (biggest holding, seems pretty stagnant for over a year)

ABBV

PG

ABT

XOM (pretty stagnant)

WMT (nice run but took a dump today)

BAC

 

I can see keeping WMT, it's not a big % of the holdings and despite today's hit would seem more recession proof than most.  The others I can do without, but if there are any compelling reasons to hold on to any of them I'm all ears.  Apologies if this isn't consistent with the theme of the thread . . .

Posted

Well this is the Stonks thread so if it’s not in IBRX I don’t know what to tell you other than if the BAC is over .08 you’re probably having a good time  

(I’ll defer to the Surly experts)

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