SVTP stock pick thread.

[VegasMichael]

.

 

[jvandy50]

DG caught fire today, finally filling some of that gap. should’ve held onto more

lookin for a good entry on SNOW after earnings drop(probably my favorite plays)

 

[03cobra#694]

Made damn good bank yesterday.

 

[Weather Man]

Tech and crypto have both been lighting it up.

Anyone with tech is riding the wave.

I've been watching RILY and NYCB get crushed and pondering bottom feeding, LOL.

 

[Fat Boss]

Go Go MSTR and SMCI

 

[Weather Man]

NYCB looking bleak. How low can she go?

 

[poisoned apple]

NYCB looking bleak. How low can she go?

I hate to find out as an investor lol. Bottom feeding is fine as long as you know where the bottom is


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[VegasMichael]

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[Weather Man]

I hate to find out as an investor lol. Bottom feeding is fine as long as you know where the bottom is


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To risky, I decided to pass. Regional banks seeing pressure from all sides.

 

[poisoned apple]

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[03cobra#694]

Ouch!

 

[poisoned apple]

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[Weather Man]

Here's my bucket of EV suck I never funded, thank god.

 

[VegasMichael]

All the money flew to tech or “growth”.

When this cycle cools, they’ll flow back to those you listed as a defense.


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It might be starting now....

 

[MG0h3]

It might be starting now....

Could be. Or taking a breather.

Google, Apple, Tesla all just had bad news in the last week and they all dropped below the 200ma, appear to be looking at the next support level.

NVDA and a few of the other still have good fundamentals and technicals but naturally will get dragged down a bit.

While we have had huge growth and the tech bubble worries hit, the PEs on some of these are lower than Amazon has been the majority of its existence.

But for sure, you saw banks, staples, utilities, and gas/oil lift today

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[VegasMichael]

.

 

[jvandy50]

hope people keep on flowing back into DG lol

 

[Weather Man]

Ohhhh, now I'm really tempted on the NYCB preferred.

 

[poisoned apple]

Ohhhh, now I'm really tempted on the NYCB preferred.

Wow big drop. I have no idea what's going on there, so it seems risky to me

 

[Weather Man]

Wow big drop. I have no idea what's going on there, so it seems risky to me

Most likely a death spiral, the bank signaled today they would need to raise capital and she acted like the Titanic hitting the iceberg. NY state is just a toxic waste dump and hard to see the Fed getting any takers. That means an asset sale, which is the big reason they are in trouble is they bought troubled assets. The assets they purchased pushed them over the 100 billion mark, which triggers closer regulatory scrutiny. The Feds normally give those transactions a couple years to settle. But this time the Feds dropped the hammer almost immediately and the bank wasn't ready, kaboom!

Bottom line is that the bank senior leadership and board governance was horrible.