Erik
22 posts


@stocktalkweekly after today's news I am thinking OUST picks and shovels of the physical AI world we are headed to
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Oh, I opened a new position on Thursday's market open.
Curious if anyone can guess...?
- A $15-20B MC turnaround play.
I purposely didn't post about it at the time as I'm essentially trying to catch a falling knife.
And don't want people to just blindly copy.
But had spare cash following a sale I made, and thought "why not?"
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$COIN has pulled back from $443 to $138
$HOOD has pulled back from $153 to $63
$ORCL has pulled back from $345 $136
$MSTR has pulled back from $543 to $105
$ETH has pulled back from $4956 to $1795
$NOW has pulled back from $239 to $98
$SOFI has pulled back from $32 to $15
$HIMS has pulled back from $72 to $13
$NKE has pulled back from $179 to $44
$NVO has pulled back from $148 to $36
$UNH has pulled back from $632 to $234
$IREN has pulled back from $76 to $30
$TGT has pulled back from $269 to $83
$EL has pulled back from $373 to $69
$LULU has pulled back from $516 to $143
THERE IS ZERO REASON TO CHASE ANYTHING RIGHT NOW WHEN YOU HAVE SECTOR LEADERS OFFERING THIS MUCH VALUE
Arguably all of these positions have COMPLETED their ABC correction, they have all but crashed and now their risk is greatly reduced and have not been moving with the market
$JD, $BABA, $BIDU, $OSCR, $SE, $GRAB are note worthy adds
We are spoilt for choice right now.
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@HighyieldHarry Need to normalize this for rent growth / payments and mortgage payments over the same period
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It took me a while to realize alot of ppl are better off focusing on growing their portfolio and renting than buying a house too soon.
unusual_whales@unusual_whales
Long term performance of stocks vs housing, per WSJ:
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$OSCR from $13 to $20
$23 next
First Target: $35
Second Target: $45

The Long Investor@TheLongInvest
$OSCR Chart without using Elliott Wave Theory But yet the Price Targets remain the same FIRST PT $35 SECOND PT $45 Bookmark.
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We typically buy when there is panic
We typically increase our Cash position when the masses go all in
We also increase our Safe Haven positions when the market is fundamentally overvalued.
We do not sell strong companies under their 200 WMA, we look for support and buy instead.
We DON'T panic buy but likewise do NOT panic sell.
If you want extraordinary results, you need to do what the ordinary don't do.
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@TheLongInvest @TheLongInvest can you share a snapshot of your portfolio composition / % equities & % cash? Trying to figure out how to best size some of these positions
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Will #VRA reach $1.5 by the end of this year?
No Sure Yes
👇 👇 👇
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