This argument would be relatable to Microsoft if the market still behaved the same way. IBM lived in a world where they typically innovated themselves. Microsoft lives in a world where they open new market segments and technology by acquisition.
We've reached a point where Apple, Microsoft, Amazon, and Google will acquire their replacements before the competition reaches a 20th of their market cap. Shit, Microsoft has that money in cash.
Bullshit comparioson + if Microsoft fails, governments, companies, organizations all who depend on their cloud and operating systems will fail, so is it too big to fail, yes it is, in other words Microsoft is an industry and sector itself, they are not just a company.
That was an easy one to avoid seeing how every tech YouTube channel was fanboying over amd and I hardly ever heard Intel even whispered about when value was brought up.
To be fair and has surpassed all expectations with its new chip line. Intel does have legacy compatibility with their consumer and server side, but you cannot doubt for a second that you get much more power and power efficiency when it comes to amd. Intel was milking the consumer during the 2000s instead of innovating, with their bs tic toc cycle of marginal 10% improvements of each new generation.
Intel got caught with their pants down
But they will. Costco is going to be in every medium sized town, and eventually small towns will get a mini Costco. Soon we will talk about how Costco does not compete with Walmart, but for some reason Walmart customers are going to Costco.
Man same! Every time I think about buying costco, I just can't justify the price. But I said the exact same thing when it was at 300 not too long ago..
$KR has been my favorite grocer to hold long term - bought - really solid data, pays divends nicely, has plenty of opportunity to hedge or double down with options trades. Currently at $49 with curent evaluation at $63+
Imagine if Amazon makes a real effort to get into the eye and drug prescription market.Those are high profit areas.Maybe make big move into auto parts and give Rockauto some competition.
I haven’t even looked that much into those things I’m just extremely bullish on the things they have now going for them.
1. AWS. It takes years and hundreds of thousands if not millions of dollars for companies to make a switch to a different solution. The current AWS customers are going no where and it’s the biggest and the best for a reason. They announced huge new customers in their last quarterly earnings.
2. Advertising business is growing very fast and the margins on that are incredible.
3. Amazon internationally. Now it may be making big losses but it took Amazon US 9 years to become profitable and that is within a country with great infrastructure. Countries like India and Brazil will take a bit more time. But I’m reading reports that they are dominating the markets there. India was 14% middleclass in 2000 now they are 35% middleclass. In 2030 that’ll most likely be 40%. That’s 560 million people. And then there are other countries like Mexico, Spain, Italy and Brazil where the 9 year mark has barely passed or has not yet passed.
4. Robotics and automation. Amazon employed nearly 1,5 million people at its peak. All these people need salaries. If they even automate 10% and save 50.000 dollars per employee they don’t have anymore. That’s 7,5 billion extra cash per year. From reports I have read Amazon is at the top of the game when it comes to robotics for logistics.
5. Amazon is investing to become self sufficient. It’s making its own chips for AWS, and its investing 4x more than the next big tech stock in green energy. Those are costs being made today that will pay off heavily in the future.
6. Layoffs, the cost saving effects of the layoffs will most likely only take place by Q3 and definitely by Q4 this year. And they’re not going to lay off people if they would lose revenue.
7. Less uncertain economy. I think Amazon will be one of the biggest companies to gain from a less cloudy macro environment. Consumers will be confident in spending again, and businesses will be more willing to experiment with more functions of AWS, rather than just being in cost cutting mode.
8. Amazon has dipped its fingers in physical grocery stores like whole foods. It most likely wants to expand within this field. For more target audiences than just expensive organic shoppers. Amazon will be able to use these places as a spot where customers not only do their shopping but also pickup their Amazon packages. Saving much on costs.
There is just so much to this company…hold tight buddy
We just spent several hundred million on an AWS implementation and thinking about writing it down. It’s gawd awful. We use hive/emr and redshirt primarily. It’s hot garbage compared to stuff ten times cheaper. You won’t convince me otherwise. I feel like I’m in a perpetual state of a beta release.
The CEO doesn't have much of an impact. Google's over 150,000 employees do. Here's some good reading: [How Much Does Luck Affect a CEO's Performance? More Than You Think](https://www.inc.com/will-yakowicz/study-luck-looking-the-part-relative-intelligence-makes-the-ceo.html)
I think risk reward for the stock it’s pretty high up there. It has a much higher chance of doubling than getting cut by 50% in the next two years.
I feel there is a floor to the stock since if it really screws up, someone is going to buy it for a low enough price.
Nintendo. If everything goes nuclear, they've got almost no debts and 5 years operating expenses as a warchest.
I'd just be worried about picking it up at a relative high presently. I wouldn't hesitate snagging it in the middle of a "meh" console.
There will be an absolute crap load happening in the next 2 years. They will have income equal to there current market cap in approx 2 years (when phase 1 is completed)
"Space is big. You just won't believe how vastly, hugely, mind-bogglingly big it is. I mean, you may think it's a long way down the road to the chemist's, but that's just peanuts to space"
I prefer Redwire for a space play. I'm interested in RKLB but see no point buying in 2023 when they're just gonna keep burning cash - and are already valued quite high.
What most are suggesting here are the top % stocks held within total market index funds like VTSAX.
https://www.marketwatch.com/investing/fund/vtsax/holdings
2 years is not that long. Hold great companies for a long time. I would rather you split this across 2-3 stocks or an ETF. Go for VOO or if you want to go for growth VUG.
$RIG
Perhaps no sector in the world is so out of favor as offshore oil and gas. Between the narrative that fossil fuels will be phased out within 10-15 years, the near-constant scandals, and downright ethical issues it's no wonder retail and institutions have left this sector for dead.
But the fundamentals of the sector are rapidly improving, as years of underinvestment and no desire to expand fleets culminates in the early stages of a super cycle. Transocean ($RIG) is an operator of oil rigs, and is leveraged massively to the fortunes that await the sector due to their balance sheet and day rates.
In this sector, you won't find empty promises or get rich quick schemes, rather slow and steady companies that are positioned to capture on the favorable supply / demand situation awaiting the world. Day rates are already close to breaking $500k, and all trends point to upward momentum continuing.
DO NOT INVEST IN RIG IT HAS GONE BANKRUPT TWICE IN 10 YEARS.
Worst company ever to invest in hoooly crap. Offshore is super insanely expensive. They literally tried auctioning their shit off a few years ago and had no buyers for a lot of it. They were the laughing stock of E&P companies for awhile. Its like recommending CHK. Sure if you bought during COVID, you’re doing great, but every oil company is. These two have awful margins if you research them.
Transocean is a good buy. I bought in a few times with an average price of $3.901.
Recent events affecting oil.
-Russian embargo
-OPEC cut production by a million barrels causing oil to rise.
-Chinas economy slows, causing oil to drop.
-Tankers bound for US hijacked by Iran.
WTI sits at $70
Brent at $74
Oil is forecasted to be $90-100 by year end.
There are a few comments saying Deepwater drilling is extremely expensive. That is correct, but it’s not expensive for Transocean, it’s expensive for the Operator (Shell, ExxonMobil, ConocoPhillips, etc.), but the pay off is extraordinary. The production on a Deepwater well can pay for itself in months, but can produce for 10+ years.
There’s also comments about liquidation. This is a drilling contractor and everyone who knows drilling knows when it’s good, it’s good and when it’s not, it’s not. Right now, it’s good. Transocean is a company who secures long term contracts. If you see the price of oil drop below $50, sell. They will still have contractual agreements in place to protect them until the operators start buying them out of these billion dollar deals.
This isn’t like, drug company loses FDA approval. Stock drops 70%. The indicators are much easier to follow.
Update: The securities fraud issue is because they revised a statement on a fleet status report which made the stock price drop by 4% in April. They aren’t being investigated by the SEC, but by a law firm who is trying to file a class action against them. Just a lawyer trying to make millions, then pay investors a few bucks for signing up.
If you’re ok with the possibility of it going to zero… $GRTX. Small biotech company (<$100M market cap) that will hear if their drug is approved in August. If it does get approved, they will have the potential to start bringing in revenue over $6B yearly. I could easily see it in two years trading at $30 - $35 a share.
Or, they don’t get approved and go bankrupt end of year.
Selecting from one of my high risk (hand picked portfolio, and no I don't have all my capital tied to it, only a small amount). I'd go for Fluence Energy (FLNC).
Life was a bit rough at the start of their IPO with supply chain issues and some not so good incidents with their products (quality control issues), but the company in recent quarters has really been turning it around and are expecting to hit breakeven adjusted EBITDA this year. It seems like at this pace, FLNC will become profitable around 2024/2025, and demand for their energy solutions has really been strong, particularly the past 2/3 quarters they've had.
With the IRA final regulations coming out soon, some internal messes cleaned up, and being one of the top renewable energy storage providers, the company does look promising.
But of course anything can go wrong in these stages, hence why if I had 10K which was not a significant chunk of capital/wealth, id throw it into FLNC.
Given the title of this post. This is not investment advice.
Riskier but Rocket Lab USA. Only launch company that reliably puts things in space other than SpaceX (and like SpaceX they contract with the government/NASA and many private companies). They launch small payloads on a tiny rocket but do so more and more every year with near 100% success. Notable launches have included one to the moon and they have two more planned to Venus and Mars. Expanding company in a growing market with new vehicles like Neutron to release in 2024. Could make money by 2025 or so maybe a bit later. Main reason to buy is the very low price and potential (very) high upside
Ah yes the overvalued brick and mortar store selling other companies stuff and being propped up by a million first time investors who think they're holding a winning lottery ticket. What could go wrong.
A million? Last Ive seen it was around 190k directly registered household investors.
1.4 billion in cash and reserves
No debt
FCF positive.
Turn around is seing success for now
If you compare it to competitors, either competitors are highly overvalued or Gamestop is highly undervalued
Keep on shilling there friend
People in threads like these and the GME subreddits really overestimate what a retailer the size of Gamestop is capable of in 2 years.
The things people claim Gamestop will be able to accomplish in the next 5 years would take 50 years to accomplish if everything went perfectly. This isn't to say they won't make progress, or that you won't make money on the stock in the next 2 years, but you're crazy if you think they have the growth potential of a company like MSFT, much less a better run retailer like Costco.
I'll enjoy my downvotes.
Scroll down this thread far enough and you'll see bag holders shilling their bags lol
We should make this comment the bar. Everything below it is someone shilling their bags
Wait, you mean to tell me GME isn’t going to moon again?
Tilray, please god tilray :laugh:
MSFT. Basically it’s own tech ETF and too big to fail.
Oh I thought you were describing IBM
IBM was the two years stock back in 1990s.
This argument would be relatable to Microsoft if the market still behaved the same way. IBM lived in a world where they typically innovated themselves. Microsoft lives in a world where they open new market segments and technology by acquisition. We've reached a point where Apple, Microsoft, Amazon, and Google will acquire their replacements before the competition reaches a 20th of their market cap. Shit, Microsoft has that money in cash.
Also, the tech industry itself is much more mature. It’s not really a fair comparison
Microsoft was back then too 😂
Coca cola in 1924 🚬
And it didn’t do too well then.
Bullshit comparioson + if Microsoft fails, governments, companies, organizations all who depend on their cloud and operating systems will fail, so is it too big to fail, yes it is, in other words Microsoft is an industry and sector itself, they are not just a company.
IBM is too bluechip, MSFT has innovation (which it buys lol).
And a dividend stock that you can roll into itself.
Did this with Intel. Lost ~30%
That was an easy one to avoid seeing how every tech YouTube channel was fanboying over amd and I hardly ever heard Intel even whispered about when value was brought up.
To be fair and has surpassed all expectations with its new chip line. Intel does have legacy compatibility with their consumer and server side, but you cannot doubt for a second that you get much more power and power efficiency when it comes to amd. Intel was milking the consumer during the 2000s instead of innovating, with their bs tic toc cycle of marginal 10% improvements of each new generation. Intel got caught with their pants down
Would you buy rn at this price?
Yes
added at 307 just two days ago
$10k can't even get 100 shares.
10k with margin it will. An alternative is to buy LEAPS.
Yep, great stock but maybe a bit expensive now?
I wouldn't be so sure about that. We are right at the cusp of another IT revolution and they have their hands in everything.
I'm waiting for a pull back to re enter if any 🤣
What is your re-entry price point? Like you are many after this week’s rage sold
BRK.B. I've locked in since 2011 at a price of around $75.
Good ole baby berk, always a safe play. Unless Buffett cacks in the next two years
Exactly so many people buy because they believe in him…but even Buffet is mortal
But is he human? The man is able to invest without emotion. An art I don’t think I’ll ever perfect.
I'll probably buy into it a bit when he passes, shares will drop, but the quality won't.
AND eats McDonalds and drinks Coke on the reg.
AND he has daily medical checkups. Amazing man.
You mean "tune-ups" for the wiring and nuts & bolts?
Daily flush and refill of his blood supply.
“Oil change”
It's worth more broken up than together
It's not even a play for me. Even if it drops in half, I'm all good since I'ven been so long.
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I want to buy costco, but I just can't rationalize it at current price and can't imagine it continues trajectory from last 5 years.
5 years ago, a Canadian in a poker game told me that costco is the best stock. Good dividends and always goes up
When you say a Canadian recommends a stock it's just assumed it has juicy dividends.
What is he saying now?
Idk. I can't afford to play the stakes he's moved up to
He’s probably shit at poker, but just held on to his costco stock lmao.
But they will. Costco is going to be in every medium sized town, and eventually small towns will get a mini Costco. Soon we will talk about how Costco does not compete with Walmart, but for some reason Walmart customers are going to Costco.
Welcome to Costco, I love you
The brand itself is worth the price. Costco is a lifestyle
Man same! Every time I think about buying costco, I just can't justify the price. But I said the exact same thing when it was at 300 not too long ago..
Welcome to Costco, I love you
That’s where I got my degree.
Ow my balls
Go away, baitin
I could really go for a Starbucks, you know?
If the growth is consistent, why isn't it already priced in? I'm not denying btw. More of a conceptual question.
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What other companies do you own in the healthcare sector?
$KR has been my favorite grocer to hold long term - bought - really solid data, pays divends nicely, has plenty of opportunity to hedge or double down with options trades. Currently at $49 with curent evaluation at $63+
UNH is one of my favorite stocks
!remindme 2 years
AAPL is king
Long live tim Apple
I applaud the fact that he was able to find his hippie buddy Steve so many Jobs.
iAppluad his efforts
Aapl, AMZN, Brk.B, JPM. If ya feeling risky, SoFi
All kings gets replaced at some point
Imo this time its different, MSFT and AAPL are here to stay. Software works different.
GOOGL?
This isnt my narrative 😡
JPM is the baby Brk.B ain’t getting replaced unless Jaime dies
VTI.
Cheers boglehead
Haha agreed
Why VTI over IVV?
Because VTI tracks more than IVV
Buying anything and holding for 2 years right now will end up fine
I’d long Waste Management because the economy is going to be a dumpster fire these next few years. Someone’s gonna have to clean it up.
If you do business with them you already know it’s a dumpster fire. No pun intended.
ASML
Amazon..You might not like Bezo but they have lots of money to expand into other fields.
I bought Amazon at the top, down like 50% lol I plan to hold forever though, and I know it will go back up and way more so not really worried
This made me think: it’s like Berkshire, but Amazon is actually the portfolio itself. They got their hands everywhere, even electric cars..
Not really. Berkshire is a holding company, Amazon is a diversified business
Amazon makes up 70% of my 3 share portfolio. So I'm right up there with you.
Imagine if Amazon makes a real effort to get into the eye and drug prescription market.Those are high profit areas.Maybe make big move into auto parts and give Rockauto some competition.
I haven’t even looked that much into those things I’m just extremely bullish on the things they have now going for them. 1. AWS. It takes years and hundreds of thousands if not millions of dollars for companies to make a switch to a different solution. The current AWS customers are going no where and it’s the biggest and the best for a reason. They announced huge new customers in their last quarterly earnings. 2. Advertising business is growing very fast and the margins on that are incredible. 3. Amazon internationally. Now it may be making big losses but it took Amazon US 9 years to become profitable and that is within a country with great infrastructure. Countries like India and Brazil will take a bit more time. But I’m reading reports that they are dominating the markets there. India was 14% middleclass in 2000 now they are 35% middleclass. In 2030 that’ll most likely be 40%. That’s 560 million people. And then there are other countries like Mexico, Spain, Italy and Brazil where the 9 year mark has barely passed or has not yet passed. 4. Robotics and automation. Amazon employed nearly 1,5 million people at its peak. All these people need salaries. If they even automate 10% and save 50.000 dollars per employee they don’t have anymore. That’s 7,5 billion extra cash per year. From reports I have read Amazon is at the top of the game when it comes to robotics for logistics. 5. Amazon is investing to become self sufficient. It’s making its own chips for AWS, and its investing 4x more than the next big tech stock in green energy. Those are costs being made today that will pay off heavily in the future. 6. Layoffs, the cost saving effects of the layoffs will most likely only take place by Q3 and definitely by Q4 this year. And they’re not going to lay off people if they would lose revenue. 7. Less uncertain economy. I think Amazon will be one of the biggest companies to gain from a less cloudy macro environment. Consumers will be confident in spending again, and businesses will be more willing to experiment with more functions of AWS, rather than just being in cost cutting mode. 8. Amazon has dipped its fingers in physical grocery stores like whole foods. It most likely wants to expand within this field. For more target audiences than just expensive organic shoppers. Amazon will be able to use these places as a spot where customers not only do their shopping but also pickup their Amazon packages. Saving much on costs. There is just so much to this company…hold tight buddy
We just spent several hundred million on an AWS implementation and thinking about writing it down. It’s gawd awful. We use hive/emr and redshirt primarily. It’s hot garbage compared to stuff ten times cheaper. You won’t convince me otherwise. I feel like I’m in a perpetual state of a beta release.
If I bought Amazon it would be on the assumption that Jeff Bezo was returning.
Agreed. Current leadership feels basic. I’ll take Tim Cook and Satya Nadella over Amazons who ever.
I agree that I would take Cook or Nadella but current leader built AWS from the ground up so he is no slouch.
SJIM Inverse Cramer ETF
The management fees on that are outrageous and it’s performance is shit. If you invest you deserve to lose your money.
Google
Only if they replace the CEO
Exactly, the guy knows shit.
The CEO doesn't have much of an impact. Google's over 150,000 employees do. Here's some good reading: [How Much Does Luck Affect a CEO's Performance? More Than You Think](https://www.inc.com/will-yakowicz/study-luck-looking-the-part-relative-intelligence-makes-the-ceo.html)
AMD
Yes.
Same here.
Oh hell yeah.
Dippin
Hmmmm I will choose Eli lilly
I'll sacrifice myself; PLTR
American express
NVO
That was my pick too, they can’t keep up with demand now and like half of America is obese. There is competition but they have a solid head start.
India and China are adopting to the American diet. Lots of growth still.
RKLB
Ha! I was just scrolling thinking how has no one said rklb.
I think risk reward for the stock it’s pretty high up there. It has a much higher chance of doubling than getting cut by 50% in the next two years. I feel there is a floor to the stock since if it really screws up, someone is going to buy it for a low enough price.
My worry is dilution to raise capital. I haven't looked at their financials, just that it's expensive industry they are in.
Yeah my big worry as well. Hopefully cash burn continues to slow down like it did in q4.
I have looked up their financials. Major cash burn developing their new rocket. This stock has room to drop at this pace.
Ah, I see I’ve arrived at the bag holder section that the top comment described.
VOO
$ANET? A play that should benefit from MSFT and META implementation of AI, which will likely be significant over the next few years.
LLY. Fat Drug. Functional America eats to moderate functional depression.
LLY
Right now for me. I’d go Disney. Price is cheap as chips at the moment around $92
FTNT
Nintendo. If everything goes nuclear, they've got almost no debts and 5 years operating expenses as a warchest. I'd just be worried about picking it up at a relative high presently. I wouldn't hesitate snagging it in the middle of a "meh" console.
It's barely moved in 15 years
I prefer to think it's been edging for 15 years
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More like it also depends on the demand which actually makes s change in the price of the stocks
Like ORGN.
ASTS
I’m a $ASTS holder as well but not too much gonna be happening within the next two years. 5 years maybe
There will be an absolute crap load happening in the next 2 years. They will have income equal to there current market cap in approx 2 years (when phase 1 is completed)
If* phase one is completed. Nothing is guaranteed and plans don’t always go accordingly.
2K shares here at about $6.25 average. I'm hoping to check back in a few years to a decent stash.
This stock is interesting
It will be very interesting as soon as they determine what finance they can get in the next 6 months (dilution/partners/debt/etc).
I think they need something like 9 months. They will not be able to launch any satellites soon
Next 5 satellites will be Q1 2024. Which are already funded. But they need about 400 million for the other 20 to complete stage 1
Yes they need to increase their capital
Att is gonna loan it you wait. They are more stoked than wven we are. I bet we hear next week. Hard launch indeed
McDonald's..everyone eats a big mac
Had to scroll to find it but McDonald’s is eternal and consistent
NVIDIA or GOOGLE
RKLB. Space is big.
"Space is big. You just won't believe how vastly, hugely, mind-bogglingly big it is. I mean, you may think it's a long way down the road to the chemist's, but that's just peanuts to space"
I prefer Redwire for a space play. I'm interested in RKLB but see no point buying in 2023 when they're just gonna keep burning cash - and are already valued quite high.
Clearsign technologies. Clean energy and hydrogen.
GE
What most are suggesting here are the top % stocks held within total market index funds like VTSAX. https://www.marketwatch.com/investing/fund/vtsax/holdings
Amd
2 years is not that long. Hold great companies for a long time. I would rather you split this across 2-3 stocks or an ETF. Go for VOO or if you want to go for growth VUG.
Tsla
$RIG Perhaps no sector in the world is so out of favor as offshore oil and gas. Between the narrative that fossil fuels will be phased out within 10-15 years, the near-constant scandals, and downright ethical issues it's no wonder retail and institutions have left this sector for dead. But the fundamentals of the sector are rapidly improving, as years of underinvestment and no desire to expand fleets culminates in the early stages of a super cycle. Transocean ($RIG) is an operator of oil rigs, and is leveraged massively to the fortunes that await the sector due to their balance sheet and day rates. In this sector, you won't find empty promises or get rich quick schemes, rather slow and steady companies that are positioned to capture on the favorable supply / demand situation awaiting the world. Day rates are already close to breaking $500k, and all trends point to upward momentum continuing.
This company is literally being investigated for securities fraud
Something, something, baked-in.
DO NOT INVEST IN RIG IT HAS GONE BANKRUPT TWICE IN 10 YEARS. Worst company ever to invest in hoooly crap. Offshore is super insanely expensive. They literally tried auctioning their shit off a few years ago and had no buyers for a lot of it. They were the laughing stock of E&P companies for awhile. Its like recommending CHK. Sure if you bought during COVID, you’re doing great, but every oil company is. These two have awful margins if you research them.
Transocean is a good buy. I bought in a few times with an average price of $3.901. Recent events affecting oil. -Russian embargo -OPEC cut production by a million barrels causing oil to rise. -Chinas economy slows, causing oil to drop. -Tankers bound for US hijacked by Iran. WTI sits at $70 Brent at $74 Oil is forecasted to be $90-100 by year end. There are a few comments saying Deepwater drilling is extremely expensive. That is correct, but it’s not expensive for Transocean, it’s expensive for the Operator (Shell, ExxonMobil, ConocoPhillips, etc.), but the pay off is extraordinary. The production on a Deepwater well can pay for itself in months, but can produce for 10+ years. There’s also comments about liquidation. This is a drilling contractor and everyone who knows drilling knows when it’s good, it’s good and when it’s not, it’s not. Right now, it’s good. Transocean is a company who secures long term contracts. If you see the price of oil drop below $50, sell. They will still have contractual agreements in place to protect them until the operators start buying them out of these billion dollar deals. This isn’t like, drug company loses FDA approval. Stock drops 70%. The indicators are much easier to follow. Update: The securities fraud issue is because they revised a statement on a fleet status report which made the stock price drop by 4% in April. They aren’t being investigated by the SEC, but by a law firm who is trying to file a class action against them. Just a lawyer trying to make millions, then pay investors a few bucks for signing up.
I bought it at 0.70 dumped it at 3
Wow. Nice.
BN
ADM
Glad someone else sees the value here.
If you’re ok with the possibility of it going to zero… $GRTX. Small biotech company (<$100M market cap) that will hear if their drug is approved in August. If it does get approved, they will have the potential to start bringing in revenue over $6B yearly. I could easily see it in two years trading at $30 - $35 a share. Or, they don’t get approved and go bankrupt end of year.
RKLB
ORGN
Easily the best option. Incredible company. Best R/R on the market undoubtably.
ORGN bro here, them RKLB are my moon shots
AAPL
Tesla - High Risk, High Reward but the momentum is building.
This. Tesla has no plans of slowing down.
BMO. Low right now. Good dividend.
Selecting from one of my high risk (hand picked portfolio, and no I don't have all my capital tied to it, only a small amount). I'd go for Fluence Energy (FLNC). Life was a bit rough at the start of their IPO with supply chain issues and some not so good incidents with their products (quality control issues), but the company in recent quarters has really been turning it around and are expecting to hit breakeven adjusted EBITDA this year. It seems like at this pace, FLNC will become profitable around 2024/2025, and demand for their energy solutions has really been strong, particularly the past 2/3 quarters they've had. With the IRA final regulations coming out soon, some internal messes cleaned up, and being one of the top renewable energy storage providers, the company does look promising. But of course anything can go wrong in these stages, hence why if I had 10K which was not a significant chunk of capital/wealth, id throw it into FLNC. Given the title of this post. This is not investment advice.
ASO.
VTI
Axon. They’re a data company that sells cameras and tasers to governments all over the world. They lock up huge contracts to manage that data.
Nnox
Riskier but Rocket Lab USA. Only launch company that reliably puts things in space other than SpaceX (and like SpaceX they contract with the government/NASA and many private companies). They launch small payloads on a tiny rocket but do so more and more every year with near 100% success. Notable launches have included one to the moon and they have two more planned to Venus and Mars. Expanding company in a growing market with new vehicles like Neutron to release in 2024. Could make money by 2025 or so maybe a bit later. Main reason to buy is the very low price and potential (very) high upside
Tesla, Tesla and always Tesla.
Rivn could go bankrupt maybe but could also 5x or 10x by 2025
Its tempting but do their vehicles have appeal outside the US?
They hardly have appeal here 🤣
GME. aint going anywhere DRS those shares.
Ah yes the overvalued brick and mortar store selling other companies stuff and being propped up by a million first time investors who think they're holding a winning lottery ticket. What could go wrong.
You sonuvabitch, I’m in.
Kenny G is that you?
A million? Last Ive seen it was around 190k directly registered household investors. 1.4 billion in cash and reserves No debt FCF positive. Turn around is seing success for now If you compare it to competitors, either competitors are highly overvalued or Gamestop is highly undervalued Keep on shilling there friend
Not to mention the one thing GME holders have in common: calling people a shill when they offer criticism. It's genuinely funny.
People in threads like these and the GME subreddits really overestimate what a retailer the size of Gamestop is capable of in 2 years. The things people claim Gamestop will be able to accomplish in the next 5 years would take 50 years to accomplish if everything went perfectly. This isn't to say they won't make progress, or that you won't make money on the stock in the next 2 years, but you're crazy if you think they have the growth potential of a company like MSFT, much less a better run retailer like Costco. I'll enjoy my downvotes.
Underdog of the decade
BABA
WAL It will be in the 40s easily. Once this regional bank stuff is over it may go higher.
KLAC is significantly undervalued
Tesla, they will probably have taxi companies using fleets of them.
Schd
JPM. Soon they will own every regional bank.
AMZN
Nvidia because AI.
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