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Apr 13 2020 11:55am
Quote (ofthevoid @ Apr 13 2020 12:42pm)
I'm starting to position my portfolio towards a stagflationary environment, fundamental are key long term. Metals exposure through FCX, have BTC and adding, have some tech and slowly adding using dollar cost averaging and then have some beaten up names like BA that feel like a bargain because they've been destroyed. At this point i'm still like 60-70% cash and still short term bearish but i do think it's wise to start nibbling at certain names that look appealing.

I think earnings season will create some real winners and losers. People are expecting garbage earnings from most companies, there could be a really nice surprise when for example you have some tech companies being barely impacted but they are down 20%.


I was short term bearish too but based on how all these dips are getting bought up so fast I just don’t know anymore. Have to rethink my strategy. After today I’m short term bullish longterm bearish because I don’t think what we are doing is sustainable and we aren’t appropriately factoring in jobs losses

I still have AMD longterm which I’m heavy in which I won’t be selling ever from tech standpoint. Like u I’m looking at portfolio and trying to pick some winners, I want Disney... that 100 level is showing so much resistance, I fundamentally just can’t ... I am liking Facebook though

Crypto I have never gotten into so I won’t start now, don’t know enough about that market. The idea of 24/7 trading is far too stressful for me, I need breathers lol





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Apr 13 2020 11:59am
Quote (Bazi @ Apr 13 2020 12:55pm)
I was short term bearish too but based on how all these dips are getting bought up so fast I just don’t know anymore. Have to rethink my strategy. After today I’m short term bullish longterm bearish because I don’t think what we are doing is sustainable and we aren’t appropriately factoring in jobs losses

I still have AMD longterm which I’m heavy in which I won’t be selling ever from tech standpoint. Like u I’m looking at portfolio and trying to pick some winners, I want Disney... that 100 level is showing so much resistance, I fundamentally just can’t ... I am liking Facebook though

Crypto I have never gotten into so I won’t start now, don’t know enough about that market. The idea of 24/7 trading is far too stressful for me, I need breathers lol


AMD is absolutely fucking over Intel on every single front. They've basically kicked them in the balls in the high end server market and high end productivity market for desktops. The only place Intel has any lead is gaming, since it depends on single thread performance, and a 10% lead in frame rates isn't going to save them when every other application runs so much faster on AMD and the usual gamer also uses their computer for productivity.

My point: keep AMD, buy more if you can.

This post was edited by Thor123422 on Apr 13 2020 12:00pm
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Apr 13 2020 12:02pm
Quote (Thor123422 @ Apr 13 2020 01:59pm)
AMD is absolutely fucking over Intel on every single front. They've basically kicked them in the balls in the high end server market and high end productivity market for desktops. The only place Intel has any lead is gaming, since it depends on single thread performance, and a 10% lead in frame rates isn't going to save them when every other application runs so much faster on AMD and the usual gamer also uses their computer for productivity.

My point: keep AMD, buy more if you can.


It's really expensive tho. I remember when i bought AMD at 9 and sold it at 13. Feel like a world class idiot right now.
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Apr 13 2020 12:11pm
Quote (ofthevoid @ Apr 13 2020 01:02pm)
It's really expensive tho. I remember when i bought AMD at 9 and sold it at 13. Feel like a world class idiot right now.


They're getting ready to keep fucking over Intel. Zen 2 architecture basically smushed in an extra 15% instructions per clock (effectively making a 4GHz processor the same as a 4.6GHz intel processor) and Zen 3 is looking like it's going to shrink the transistor size by about half, which will give them another big edge.

They're already kicking intel squarely in the balls, and if Zen 3 is even half as good as the rumors say they're gonna go from kicking them in the balls to running over them with a semi truck.
Member
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Apr 13 2020 12:29pm
Quote (Thor123422 @ Apr 13 2020 12:59pm)
AMD is absolutely fucking over Intel on every single front. They've basically kicked them in the balls in the high end server market and high end productivity market for desktops. The only place Intel has any lead is gaming, since it depends on single thread performance, and a 10% lead in frame rates isn't going to save them when every other application runs so much faster on AMD and the usual gamer also uses their computer for productivity.

My point: keep AMD, buy more if you can.



Yeah AMD I am super long in, got A LOT at 19 (like 6months of moonlighting during residency) and have held the whole time.

^Ofthevoid

Would wait for any pullback cuz u can get a better price than $50 hopefully. Just keep in mind earnings is soon and semis have been crushing it and I would expect AMD also to crush it

My plays today:
MFA shares
AGS shares
Spy call 280 5/18

If spy falls next support is 260 where I will average my calls again 280 5/18

This post was edited by Bazi on Apr 13 2020 12:33pm
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Posts: 28,856
Joined: Aug 11 2013
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Apr 14 2020 07:43am
Bought DIS puts with price target of 95-100
Member
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Apr 14 2020 08:33am
>be aspensniper
>try to make 100 stock market threads in PARD
>all close within 24 hrs
>"support me brothers"
>no support
>leave pard
>buy/sell d2 items
>log into pard to see weeks old stock thread with people trading stocks advice
>"wtf"
Member
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Gold: 5,841.71
Apr 14 2020 08:53am
SOld AGS
Sold SPCE
Sold spy call

Watching wat happen at 285

MFA fking me but will continue to hold

This post was edited by Bazi on Apr 14 2020 08:54am
Member
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Apr 14 2020 10:55am
sold spce so early fml

Member
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Apr 14 2020 12:18pm
Sold my DIS put for a 10% profit but can't re buy my puts after it went back up because reached my day trade limit. Really wish there wasn't that 25k minimum day trader rule
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