JoeyP239
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| Number of Posts: | 1523 |
| Registered on: | 11/5/2025 |
| Online Status: | Not Online |
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re: Official US/Israel vs Iran war thread
Posted by JoeyP239 on 6/13/26 at 12:34 pm to LegendInMyMind
I mean the US can sign any deals they want. Israel sure isn’t signing anything. They will finish the job that Trump TACO’d.
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My porn name would be James Hardon
Amazon Firestick
He’s the greatest stock salesman/con artist of all time.
TSLA hasn’t grown in 3 years.
It’s a car manufacturer.
Trades at a PE of 325.
Ford trades at a 20
GM trades at a 30
SPACEX goes to market at 100x sales.
If Musk dies, both these stocks will become the biggest losers in the history of the market in terms of drawdown from highs. Enron level
TSLA hasn’t grown in 3 years.
It’s a car manufacturer.
Trades at a PE of 325.
Ford trades at a 20
GM trades at a 30
SPACEX goes to market at 100x sales.
If Musk dies, both these stocks will become the biggest losers in the history of the market in terms of drawdown from highs. Enron level
re: I’m selling everything tomorrow Friday June 12 2026
Posted by JoeyP239 on 6/13/26 at 11:42 am to castorinho
Micron is a good stock to own at $60.
It’s an unbelievable stock to sell at $1,000.
Semis will never stop being cyclical. Chips are a commodity. Supply/Demand.
There’s no marginal value here. And when you understand it’s been the SOXX driving up the entire market- a cyclical commodity - you’d have to be insane to not sell.
Go look at a chart of Moderna to see how when one product is scarce and in great demand, earnings/price of the company making that product go sky high. When more supply comes on and demand weakens, it crashes. The Covid vaccine stocks were the same euphoric bubble that Semis are in now. It never lasts. It can’t. Look at the margin compression of SMCI too. Same thing is gonna happen to MU, WDC. Sandisk. Keeping you money invested in these tells me you are only looking 1 day in advance,not 2 years. I look 2 years
It’s an unbelievable stock to sell at $1,000.
Semis will never stop being cyclical. Chips are a commodity. Supply/Demand.
There’s no marginal value here. And when you understand it’s been the SOXX driving up the entire market- a cyclical commodity - you’d have to be insane to not sell.
Go look at a chart of Moderna to see how when one product is scarce and in great demand, earnings/price of the company making that product go sky high. When more supply comes on and demand weakens, it crashes. The Covid vaccine stocks were the same euphoric bubble that Semis are in now. It never lasts. It can’t. Look at the margin compression of SMCI too. Same thing is gonna happen to MU, WDC. Sandisk. Keeping you money invested in these tells me you are only looking 1 day in advance,not 2 years. I look 2 years
lol radar guns are so juiced nowadays it’s ridiculous. Chapman threw harder than that in his prime and barely ever hit over 101.
105 mph pitch lol…gtfo. If that’s 105 then tons of guys back 10-20 years ago that were registering 98 were also there.
105 mph pitch lol…gtfo. If that’s 105 then tons of guys back 10-20 years ago that were registering 98 were also there.
re: Bitcoin has underperformed S&P500 over the last 5 years now - is it dead dead?
Posted by JoeyP239 on 6/13/26 at 10:50 am to lsuconnman
quote:
Everyone knows Tom Lee is FOS
Agree. The perma bull pumpers like Tom Lee, Dan Ives, Cathy Wood don’t serve any purpose.
re: I’m selling everything tomorrow Friday June 12 2026
Posted by JoeyP239 on 6/13/26 at 10:46 am to FLObserver
quote:
Have heard this many times. A lot more in 2022. Often wonder how long it took before they jumped back in at higher prices or how much in gains they missed on? Eventually Someone will time this right but to each his own i guess. Will always keep some cash around just in case but will never go all cash unless forced to.
I was forced too. Most of my stuff was in garbage like Micron and QQQs. I ain’t waiting for that bubble to burst. I’m getting out way ahead of it.
Guarantee all the Bitcoin Bros are selling at 60K when they had forever to sell at a 100. Some will HODL their hearts out back to 20,000. I’m not making that same mistake.
If you had all your holdings in defensive stocks or high dividend stuff, then I’d say just manage it but don’t get all the way out.
But if you are in tech and aren’t out by now, you’re chasing marginal additional dumb money chase gains and risking catastrophic 15+ year in the hole losses.
The move to 125,000 after the FTX Ponzi scheme blew up never made any sense.
Tom Lee thinks it’s going to 250,000 tho.
Tom Lee thinks it’s going to 250,000 tho.
re: Every Sorsby mistake on the field will be questioned
Posted by JoeyP239 on 6/12/26 at 9:36 pm to lsufball19
quote:
Regardless, he gambled on LSU games when he was out hurt, so no he didn't gamble on LSU games he was playing in. I
Yes he did.
Cashed it all out. Feel a sense of immense relief.
re: Every Sorsby mistake on the field will be questioned
Posted by JoeyP239 on 6/12/26 at 7:49 am to RunningJacket
quote:
So you guys actually believe no player is betting. Out of thousands of college football players yoy don’t think it’s happening? You guys are lemmings and being played for suckers
It’s precious coming from these LSU astroturfers when Boutte was betting on sports and nobody gave 2 shits. No different than Sorsby, in fact I think Boutte bet on games he was actually playing in
Sophie is the cutest but all those girls are over 6’1 and lacking boobs so I’d pass on all of them.
re: I’m selling everything tomorrow Friday June 12 2026
Posted by JoeyP239 on 6/12/26 at 12:04 am to Everyday Is Saturday
quote:
Predict your future self will suffer from your present self’s attempt to time the market.
This isn’t timing the market. This is selling assets today for far greater value than what they are worth long term.
The only asset I’d ever consider holding forever is land. Nothing else. Certainly not stock.
re: Watch Babe Ruth play baseball in 1920
Posted by JoeyP239 on 6/11/26 at 11:47 pm to Beauregard96
Looks like some dull AI slop
re: Phil Mickelson accused of non-consensual, inappropriate contact with golf club employee
Posted by JoeyP239 on 6/11/26 at 11:45 pm to Dawgsontop34
Age is undefeated. There comes a time when all young women will think “nah too old”, no matter how much money the guy has.
Wouldn’t call it a meltdown. He made a dagger 3 late to put them up 102-95.
Wemby missing 2 FTs is what killed them
It’s was just a fluke they lost. Spurs will win the next 3 decisively. They are the better team
Wemby missing 2 FTs is what killed them
It’s was just a fluke they lost. Spurs will win the next 3 decisively. They are the better team
re: I’m selling everything tomorrow Friday June 12 2026
Posted by JoeyP239 on 6/11/26 at 10:04 pm to SloaneRanger
quote:
Meh, depending on your station in life you may decide to hold stuff and let the basis step up when you go.
I’d rather sell Micron at 1,000 with a 15% capital gains tax rate than sell it at $600 or $400, or ultimately $120 for the same 15% rate in a few years
re: I’m selling everything tomorrow Friday June 12 2026
Posted by JoeyP239 on 6/11/26 at 9:30 pm to Y.A. Tittle
quote:
Curious about this as well. Whole lot has to happen to even make this a just wash in most situations.
lol what..,
You have to pay capital gains taxes at some point. You can’t avoid it. Plus given that the Dems likely get the house, the capital gains tax rate is about as low as we will get it
A larger tax bill is fine by me. I’d rather have a larger tax bill on a bigger gain, than a smaller tax bill on a much smaller gain
quote:
Goldman Sachs and Morgan Stanley are bullish on AI and think SpaceX could have $3 trillion in annual revenue by 2040. They also say that this could be the beginning of a very long bull run.
I’d say the same thing if I wa selling stock that I’ve underwritten.
re: I’m selling everything tomorrow Friday June 12 2026
Posted by JoeyP239 on 6/11/26 at 9:00 pm to UptownJoeBrown
quote:
You should sell calls then if you’re so sure of your thesis. Then jump back in when the bottom happens by selling puts.
Volatility is too low to make that a good long term trade. You should only sell options when Vol is high.
Plus the spreads on long dated illiquid options suck. I’d rather just have the money making 4%.
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