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Discussion ***Official*** 2025 Stock Market Thread đź’°

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AdamK47 said:
What have you bought recently?
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AMZN at 218, GOOGL at 248, a little of MU at 169

Mostly trying to stay safe in megacaps and still keeping most of it on sidelines.

I thought about AMD, NVDA and AVGO again but couldn't convince myself to pull the trigger.

I'm gonna stick with my strategy of index funds and a few companies (5 or less).
 
@AdamK47 I was watching Warren Buffet's investment thesis and 1 thing he said stood out to me.

"If you're not willing to hold a stock for 10 years, don't even hold it for 10 minutes!"

I mean 10 years from now, which company do you think will still be around and probably in a better position than today.. Open AI or Walmart?

Like @Brainonska511 said.. index funds are the best.. but we all have an itch to scratch sometimes and I think 5 stocks is enough.. and not overdoing it.

For me at least.

But I know myself and have learned from my mistakes earlier this year.. when I owned broadcom before and it drove me nuts.. even when I was in the red with google and amazon I never really worried..
 
I just rearranged my childrens funsd, so they are invested in a global ETF which isn't on the "positive" list of the Danish tax bureau. This means it will be taxed as income instead of investment. In most cases it is a bad move, but as they don't pay any taxes of the first 51.600DKK (~$8000) earned, and they are too young to have a job it will be tax free investments.

I do have to monitor if the fund is moved to the positive list regularly though.
 
Indus said:
@AdamK47 I was watching Warren Buffet's investment thesis and 1 thing he said stood out to me.

"If you're not willing to hold a stock for 10 years, don't even hold it for 10 minutes!"

I mean 10 years from now, which company do you think will still be around and probably in a better position than today.. Open AI or Walmart?

Like @Brainonska511 said.. index funds are the best.. but we all have an itch to scratch sometimes and I think 5 stocks is enough.. and not overdoing it.

For me at least.

But I know myself and have learned from my mistakes earlier this year.. when I owned broadcom before and it drove me nuts.. even when I was in the red with google and amazon I never really worried..
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I only hold ETFs. VGT, VOO, and VTI. Different levels of risks despite company overlap. Held each for many years. Don't have to worry about what company does better compared to the next.

I've not held a single company stock for more than two weeks. This year I bought some CoreWeave from leftover money in my Roth IRA. Sold it a couple days later for a tiny profit. Just enough to scratch the itch on curiosity.

In early '22 I bought TSLA and sold a few days later for a nice easy profit. This is about as ballsy as I get with a single company.
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cytg111 said:
Out of ASTS for at a modest 500% gain.
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And of course its up another 10% the very next day. Happens to me all the time.

Three that look interesting are ABVE SRPT FGMA. The first two are sketchy and pretty risky. ABVE supposedly has 100b in gold from Palm Global Merger and gold is way up since then. company is trading for 4b. This is risky and speculative and may crash below 1, currently 4.19. The shorts say its all lies and smoke and mirrors.

SRPT is recovering from lows after patient deaths. The risk is more deaths and their primary money maker being pulled off the market and a 5.00 stock. Currently 23.

Fgma is overheated but way off its highs. Recently announced Open AI integration into its product. I think 80, currently 68.
 
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I keep hearing that cyber security should be a good bet right now in Europe .. I just have a feeling the paper tiger aka Russia is close to folding and interest is gonna temper down.
 
Indus said:
btw @cytg111 if you find any no brainer stock picks that're undervalued.. don't be afraid to let me know please.
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It's not really my picks, I follow some local podcasts that manage a portfolio with a proven track record and when they make a new bet I evaluate it and maybe maybe not jump on it. Right now RIOT platforms is doing good good things for me(25%ish), but nothing like the ASTS rocket did.

One specific tactic I use is when one of these guys make a bet, and I like the company and the sector AND it tanks a little over the next few days (but they keep it on their roster), then it looks even sweeter.

But this isnt sustainable, whatever you do, bank roll management, get in and get some, never all in and be ready for shit to tank.
 
FelixDeCat said:
And of course its up another 10% the very next day. Happens to me all the time.

Three that look interesting are ABVE SRPT FGMA. The first two are sketchy and pretty risky. ABVE supposedly has 100b in gold from Palm Global Merger and gold is way up since then. company is trading for 4b. This is risky and speculative and may crash below 1.

SRPT is recovering from lows after patient deaths. The risk is more deaths and their primary money maker being pulled off the market and a 5.00 stock.

Fgma is overheated but way off its highs. Recently announced Open AI integration into its product. I think 80.
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I might get into an crypto ETF for some short term gamble... pondering.
 
AdamK47 said:
Another blockbuster day for tech.

Who would have thought?
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I love all the people CNBC talking about how toppy and expensive the market is. Even central banks are warning.

Please, bring on the selling 🙏 it will get bought eventually. Even a flat market is great. Gives a long time period to accumulate.
 
Saylick said:
What kind of stocks would do the best if the AI bubble pops? Basically everything non-tech?
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I don't think stocks are a happy place to be when the AI bubble pops. I tried to think of stocks that would be polar opposites. Large growth vs. small value (I threw in a pure IT fund as well). Even those polar opposites tend to move together:
1759957955346.png

The happy place would be things that are under-valued now. What has been doing poorly as all the money rushes after AI stocks? That is where the money will go when it leaves AI.

Here are some examples of items that do not move together. I randomly selected real estate and bonds. When the big AI stocks rise or bust these types of investments barely budge or sometimes go in the opposite direction.
1759958217142.png
 
dullard said:
I don't think stocks are a happy place to be when the AI bubble pops. I tried to think of stocks that would be polar opposites. Large growth vs. small value (I threw in a pure IT fund as well). Even those polar opposites tend to move together:
View attachment 131662

The happy place would be things that are under-valued now. What has been doing poorly as all the money rushes after AI stocks? That is where the money will go when it leaves AI.

Here are some examples of items that do not move together. I randomly selected real estate and bonds. When the big AI stocks rise or bust these types of investments barely budge or sometimes go in the opposite direction.
View attachment 131670
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Thanks for doing some research. I was looking into healthcare and other defensive stocks to see if it there was a value play as well... I need to do more homework.
 
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