jiesen
Senior Member
Last Activity: Yesterday, 03:54 PM
Joined: 09-26-2003
Location:
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Yeah, I know, these AI giants are all way way way overvalued at $1T odd market caps. Realistically, most are worth 1/10 that, and one of them is possibly worth 10x that or more. Question is which one? To be safe, best way to play it would be buy shares 50/50 in GOOG and MSFT. One of them will likely... -
So what am I doing with all these falling knives whizzing by me today? gonna catch one of course!
I just bought some MSTR today at 119, and will sell it in a week or 3 at 135. I thought about getting more SATS, or B, but I'm good on those already. Wanted to have a bit more bitcoin...Leave a comment:
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Bubble Pop or Buying Op?
Lots of high fliers today are tanking - Crypto, quantum stocks, and gold miners included.. even NVDA has fallen 5%. Are we at the point where the bubble has burst, and it's a free fall from here on these, or is this just a temporary setback, and these are all going back up 10% again next week?
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I just sold the rest of my AGX at 765... although it didn't open at 775, it was there just a minute ago, but I blinked and so I missed it. Ah well, still got my 15% on this one!
Thanks for this most excellent pick, $$MM!! I can't wait to see the what's next!
You are HUUUU...Leave a comment:
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I just took half my AGX off the table in the AH, at 764, and will hope to see it open above $774 tomorrow, so I can get even more for the rest! Earnings for this one have delivered, and HUGELY!!!Leave a comment:
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Oh Yeah:
from https://finance.yahoo.com/markets/st...211502098.html
Argan (AGX) Q1 Earnings and Revenues Surpass Estimates
Zacks Equity Research
Thu, June 4, 2026 at 2:15 PM PDT 3 min read
Argan (AGX) came out...Leave a comment:
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wow, up over $760 in AH today.... let's go see what the earnings came in at for AGX!Leave a comment:
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I think 2026 will be another year of opportunity, but it'll be like walking a tightrope. Best to know when to take the chips off the table, imo. But one thing I know is that $$MM picks will continue to beat the S&P, so that's where I'll keep making most of my trades this year
Check out OII,...
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You can get both Anthropic and OpenAI (as well as SpaceX) exposure (at around 30% total for these three) in this fund: ARKVX
https://www.ark-funds.com/funds/arkvx#hold...Leave a comment:
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Nice writeup, and great pick, $$MM!! I'm in with you at 38.2!Leave a comment:
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My only remaining position in these now is in QBTS (and perhaps MSFT, if you count that as a quantum play). I had some SKYT as well but sold it at 34, thinking 35 was the max it would trade at, due to the $35 acquisition price.... of course part of the purchase was in IONQ, so there is upside still...Leave a comment:
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QBTS, IONQ, SKYT all made nice moves this week - hope you're still in one/some of these quantum plays - US gov't is now on board and supporting this tech, so a healthy investment in these is starting to really pay off!...Leave a comment:
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Yeah, that's what I figured. Question is, can they make back a half-billion in R&D costs by selling therapy treatments? Without seeing what the market is willing to pay for this stuff, it's hard to justify a $4 share price, let alone $14. Maybe it works out, or approval gives this stock a quick...Leave a comment:
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wow, from 740 back to 655 already.... easy come, easy go, I guess and we're back to square 1 on this one. Shoulda gone with SIMO- that one hit the 15% and then some! (hindsight being 20/20 of course)Leave a comment:
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yep, it's a curious one, and I'm interested to see how it plays out, too....Leave a comment:
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The chart for CMPS is impressive, in that it went from under $4 to over $10 in a year. But the numbers on their books don't make any sense to me... They spend $100M+ every year (half on Sales/admin), but have 0 revenues. Maybe they're just getting started, but with no sales numbers to look at, I...Leave a comment:
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jiesen replied to Announcing the enhanced 2026 Pick of the Year contest! Now with scrubbing bubbles!!in DiscussionWith everything else dropping like a rock today, SATS is still going to the moon! I expect liftoff to be next month, when it sees 200+ on IPO day....Leave a comment:
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And it just hit 740 today! Getting pretty close now... could very well be 750+ tomorrow!Leave a comment:
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AGX making another strong move today, and it's back up 4% to 710... will we see it at 760 this week? Let's see it go two more days like this so we can cash out!!!Leave a comment:
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