SVTP stock pick thread.

Weather Man

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A day late on BIG. I wonder how many short sellers got singed.
 
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MG0h3

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No, I had a order in at $13.20 at the open, but she popped on the less bad news on earnings. I am going to watch it and think about it some more. I do think there is a lot of gain potential, but with a few moving parts to go with it.

Copy that. Better to miss than have a loss though.

Things sure are choppy. My long term holds in RIO AND BHP are up on no news. Prob oversold a little a little after weaker than expected earnings last quarter. Still both under 10 p/e.

Things may be range bound. Good for day trading.


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BlckBox04

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Copy that. Better to miss than have a loss though.

Things sure are choppy. My long term holds in RIO AND BHP are up on no news. Prob oversold a little a little after weaker than expected earnings last quarter. Still both under 10 p/e.

Things may be range bound. Good for day trading.


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I've been holding on to TECK
The mining industries are strong right now
 

MG0h3

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Haha man I was day trading in and out of KOLD and Boil all week.

Got caught in KOLD during that and just averaged down.

Nat gas down .25c right now which should put me back at profit manana.

Holy shit that was a ride and a bit of a pucker factor haha. I’m pretty exposed at this point. Hopefully things trend a little lower pre market


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Weather Man

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Man, my traditional banking bucket full of mostly regional banks got nuked today. Thankfully I rotated out of that a while back. Most are at 52 week lows. Have to think about rotating back in, but no hurry.
 

jvandy50

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JPM getting sued, and not only getting the last guy, but Dimon also…Credit Suisse is $2.77…I don’t even know what happened to SIVB but holy shit lol

silvergate was crypto related, but all of it is down also
 

jvandy50

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I'll not pretend to know what all this means, but here's an explanation

 

Weather Man

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I'll not pretend to know what all this means, but here's an explanation


They have other losses from startup loans that may be worse than awful.

Another covid highflyer crashing back down, noticed a lot of charts like theirs lately.

1678450994319.png
 

MG0h3

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kold going up up

Nat gas swings back and forth so much over nothing, it’s wild. I can’t find any reason for it the last month.

I’ve been caught day trading in the wrong one three times since the the new year but it ends up being my biggest win. I just average down and hold for a few days or a week.




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q6543

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This looks like it’s about to get ugly…
Stocks down, yields down, dollar down.

All correlations are at 1. Crash conditions in place.
88% of new venture is apparently held through this SVB.

Powell gotta be biting his nails after all the tough talk, coming up in 1 year of the FIRST .25 bip raise hike. Looks like we are catching up to the long and variable lag.

I wonder what markets look like this summer when we hit the year mark on the back to back to back .75 bips
 

Weather Man

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Whoopsy, FDIC just shut down SIVB. That won't look so good on the Ol resume.

My banking bucket getting nuked again.
 
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