There’s more to Luvvvvvvv!Ban this person. I'm fasting here.
*Investors Blog*
- Thread starter Warstud
- Start date
Sold my Amazon this morning. I bought it with the spare "change" in my account on 1/7/2025 and because of the horrible numbers alphabet (google) turned in I think the cloud computing might be cloudy for a while.
Purchase Price on 1/7/25 was $222. Sold this morning 2/5/25 for $237 just shy of a 7% gain.
Meta continues to roll on (love this company so far, that could change any minute of the day) bought on two occasions 6 to 9 months ago in 2024, now up 40% as of this morning.
WMT bought back in 2019 up 300% though I sold 1/3rd off maybe 6 months back to buy more META
Anyway, right now, 89.62% invested in WMT and META. ... not sure how long Ill be in META, dont want to lose that 40%. I know not much about the company OTHER than I can touch and see what they do. That is massive advertising to over a billion people. They do have that AI exposure but that to me is their secondary business. Having well over a billion people using their platform, seems safe to me, at least for today *LOL*
... and now some spare change to mess around with something else now that I dumped AMZN.
Im still all in, who knows when this will end but .... well I dont know.
Right now that I sold AMZN I am only 11% cash and looking to buy another short term.
First one is META
Second one is WMT
Full disclosure, this is my spec ROTH account, so I can lose this money and cry but it wont impact my life (much)
Wife and I have 401k's in index funds for me and I have no idea how my wife allocates hers. Conservative mix including bonds, last time she showed me. I dont want to be involved unless she insists and it is a safety with me not being involved.
Purchase Price on 1/7/25 was $222. Sold this morning 2/5/25 for $237 just shy of a 7% gain.
Meta continues to roll on (love this company so far, that could change any minute of the day) bought on two occasions 6 to 9 months ago in 2024, now up 40% as of this morning.
WMT bought back in 2019 up 300% though I sold 1/3rd off maybe 6 months back to buy more META
Anyway, right now, 89.62% invested in WMT and META. ... not sure how long Ill be in META, dont want to lose that 40%. I know not much about the company OTHER than I can touch and see what they do. That is massive advertising to over a billion people. They do have that AI exposure but that to me is their secondary business. Having well over a billion people using their platform, seems safe to me, at least for today *LOL*
... and now some spare change to mess around with something else now that I dumped AMZN.
Im still all in, who knows when this will end but .... well I dont know.
Right now that I sold AMZN I am only 11% cash and looking to buy another short term.
First one is META
Second one is WMT
Full disclosure, this is my spec ROTH account, so I can lose this money and cry but it wont impact my life (much)
Wife and I have 401k's in index funds for me and I have no idea how my wife allocates hers. Conservative mix including bonds, last time she showed me. I dont want to be involved unless she insists and it is a safety with me not being involved.
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Bought a little MRVL
- Joined
- Jun 22, 2022
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I hadn't heard of them either.
Equal weight is the path forward.
I found this an interesting perspective. I will say I do not really listen to media when choosing stocks. I use my gut feelings on products and services that I use. Then I look into the stock performance. Not really the other way around.
I'll admit, it is fun to see a company you believe in do well. Anyway, this is my spec account and I never know how long I will hold a stock. I am learly with META being up now over 40% since I bought it nine months ago and honestly? I hate it when I own a stock with too much exposure and expectation built in. Sure its fun at first, until it settles down *LOL*
Actually bought it in two phases, about 6 and 8 months ago, Im maxed out almost as I pointed out in the post I wrote above. One thing is, if I believed it would shoot higher I would beg borrow and steal from my other investments. But there is never an easy answer except that right now, they are nailing it.
I found this interesting, one opinion (besides my own) referenced what I thought a while ago, advertising to over 3 billion people. Whether or not that can cover a company in bad times I do not know. But this was posted just a couple days ago. Make sure to click on "Watch on YouTube" if you dont you may get the "bot check" prompt.
or you can try this link
https://www.leadstory.com/v/meta-the-most-consequential-company-in-the-world-futurum-ceo-20252550
I'll admit, it is fun to see a company you believe in do well. Anyway, this is my spec account and I never know how long I will hold a stock. I am learly with META being up now over 40% since I bought it nine months ago and honestly? I hate it when I own a stock with too much exposure and expectation built in. Sure its fun at first, until it settles down *LOL*
Actually bought it in two phases, about 6 and 8 months ago, Im maxed out almost as I pointed out in the post I wrote above. One thing is, if I believed it would shoot higher I would beg borrow and steal from my other investments. But there is never an easy answer except that right now, they are nailing it.
I found this interesting, one opinion (besides my own) referenced what I thought a while ago, advertising to over 3 billion people. Whether or not that can cover a company in bad times I do not know. But this was posted just a couple days ago. Make sure to click on "Watch on YouTube" if you dont you may get the "bot check" prompt.
or you can try this link
https://www.leadstory.com/v/meta-the-most-consequential-company-in-the-world-futurum-ceo-20252550
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Situation price gouging.
Indeed. I thought it was bad at $2.99 in stores when I looked the last couple of weekends--was thinking of stocking a couple of new ones.
Always pay more at the gas station, but then again, when you need it... otherwise you might have to drive miles to a Walmart or whatever.
Always pay more at the gas station, but then again, when you need it... otherwise you might have to drive miles to a Walmart or whatever.
Mark Zuckerberg is not running the company responsibly. They've had a LOT of cash burn in the last 5 years that was just freaking stupid, and nobody has punished him accordingly because he has it set up like that.
Right now, they're burning cash on "generative AI" and they'll try using it in all sorts of ways that typically pop up and bother people, like that botched rollout of "fake people" who are actually patently offensive chatbots.
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It rallys into earnings , blows out earnings , then stock goes down . Then 2 months later rally starts again . I've owned NVDA for 2.5 years . Can't complain.
I bought NVDA around last summer. Made me too nervous and sold it in August at a 4% loss. (I get nervous with tech in general) anyway, I swung that money into META with a much lower P/E ratio at the time. Worked out well for me (so far) as I picked it up around to slightly less than $500 a share. Now at $725 I have a 40% unrealized gain right now and holding. I just cant find anything wrong with the company that advertises to over 3 billion people. Hope I am holding a large portion right now. I can change my mind tomorrow or 5 years, will see.
I still see nothing wrong with NVDA, they have so much business that they cant produce fast enough. That is great but with any of those stocks with high P/E's there is always that "thing" (for me personally) to knock a stock down. Now recovering but look what DeepSeek did to the chip maker stocks. I wonder if the DeepSeek hangover is over.
I do suspect, as always NVDA will shine after the earnings, easy for me to say since I dont own it anymore, so no stress on my part. I hate stress *LOL*
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I view them as a chip design powerhouse and don't worry about the next earnings conference. There are very few competitors who can do what they can do. The barriers they have to sell to their largest market is worrisome but I'm sure the customers figure out how to go around the ban and obtain these chips. It's a wild ride, though.
High Tech is a roller coaster. IMO, you should always hold some tech, for the long term.
Not going to pretend I am fully cognizant of all their business, but since buying in April, I read as much as I can.
I'll preface this by saying - it is going to sound a bit brazen, but they really don't have a serious competitor right now (emphasis on now). And if I understand things correctly, it takes a minimum of 2 years to build out to produce anything close to this level.
Holding through 2026 as it stands. I'll reassess at that time. Blackwell is sold out through this year, and into 2026. They are now going to new tech each year, as opposed to every other year.
IMHO its a high beta stock that will follow the market direction but on steroids. Market has been trading in a channel since Dec1. I could make a pretty good argument that the channel breaks in either direction, but likely not till May at earliest - which argument you want.
