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Trump will win the election. Read this:
https://www.dailymail.co.uk/news/article-13689123/wealthy-sanctuary-state-broke-bomb-migrants.html
lj: I think you are right. I would like to see NVDA drop another 10 points first.
Then, we buy NVDL?
lj: Do U think Debby will be a nonevent?
NYBob: They should boycott France period. Macron's party formed a coalition with the Marxists to stymie LePen's conservative party, which won an impressive number of seats in their "parliament".
Do decent people honestly think the athletes wants to see a sleaze show.
The really hideous thing was the decapitated Marie Antoinette holograms or whatever they were.
The French Revolution was an attack on Christianity.
Depraved France is done; stick in the fork.
The only thing that would return France to morality would be an Islamic takeover, and that could happen, given the large number of Muslims in the country.
Pat Buchanan predicted decades ago that EUROPE would become Muslim.
People eventually seek the higher moral ground, and Europeans have turned their backs on Christianity.
lj: Last week, I literally was wondering, "Will Debby do Disney"?
But I didn't post that because I thought if that happened, U might be in the path eventually.
Did U know that Central Maryland is next to D.C.! LOL!!!
lj: MSTR
Not selling under $1,850, no matter how long that takes.
SCMI is being sold. Excellent. Cheaper shares for us.
NVDA being sold. Will I ever buy in that $60 Dec. 2025 call? Film at 11, as they used to say.
Trans boxers to compete against women at the Olympics.
Another reason to boycott the Paris Olympics. Civilization is officially dead in Europe! https://www.dailymail.co.uk/sport/olympics/article-13684553/Two-boxers-CLEARED-compete-Olympics.html
https://www.dailymail.co.uk/sport/olympics/article-13684553/Two-boxers-CLEARED-compete-Olympics.html
NYBob: In this country, U are a villain if you express a belief that an election was stolen.
How dare the liberal press report that story!
lj: More likely, they are circling poor Joe Biden. I can give you the worst investment out there--the symbol is KH. Formerly headquartered in California, not headquartered in D.C.
lj: MSTR Did a bellyflop today. Will I ever learn to trade this stock!
al: Thinking about her gets me so upset I don't want to hear it. I had a fight with a neighbor-friend, a woman, who I know won't vote for Trump. Told her that white women like her who voted for Biden are responsible for the border. "I'm not responsible for the border". They are clueless, in denial, or both.
Not even going to bother telling her about the Cackler's Marxist background.
What Levin really said that was MOST important, was his comment that "equity" is a leveler, anti individual achievement.
I don't think black males are going to buy into the Cackler's BS.
Our biggest problem, in my opinion, are the mail-in ballots.
Irony of the day. Tony Blinken is saying the Maduro election in Venezuela is suspect.
The only reason he is saying that is hoards of Venezuelans have been invading the U.S. across the nonborder in South Texas.
lj: My lawn is turning brown, even in areas that get a good deal of shade.
Forecast has 50 precent probability of precip for one day this week; 30 percent another day.
Means nothing.
NYBob: Elon restored free speech on social media, at least on X, formerly known as Twitter.
The people who are pouring money into her campaign might be crying tears in the ocean of regret later.
Another shocking revelation about Butler:
https://www.dailymail.co.uk/news/article-13682279/Trump-countersnipers-chilling-text-messages-assassination-attempt-gunman-one-step.html
The media is starting to hype Debby! Way too early to predict where she will go, imo.
lj: That might be enough to persuade some independent voters to vote for Trump.
On another topic, they are charging $10 extra for ties for "Trumpy Bear". What is this world coming to!
Trump cannot win with Vance on the ticket. End of discussion. Excellent article on this topic.
https://www.yahoo.com/news/republicans-already-souring-jd-vance-211920550.html
Once Trump starts polling well below Harris, if he is smart he will dump Vance and put Nikki Haley on the ticket. Libs like Nikki.
lj: Did China pay them to write that propaganda piece? Good for the U.K. Good for Germany.
Satantic Olympic opening ceremony. I won't watch one second of the Olympics.
https://www.dailymail.co.uk/news/article-13679859/Thousands-threaten-not-watch-Olympics-global-switch-boycottOlympics-trending-Paris-2024-opening-ceremony-slammed.html
lj: I consulted AI to find out what 6G is. Answer: $6,000!
lj: Forgot about the dust. On another note, the high insurance premiums in the Sunshine State should slow down migration there. For middle class people, the savings from no State income tax will be offset by the high insurance premiums. The crooks have raised car insurance to ridiculous levels. Add that to property insurance, and Florida might be an an undesirable place to live, at least on the coasts. Might not be as bad in central Florida.
lj: SMCI
If I thought $960 was fair value, I'd drink another jug of moonshine!
However, with the big-tech stocks out of favor, $960 would be a gift.
The actual number for Q4 should make the picture clearer.
Big buzz for LJ: Storm forming out in the Central Atlantic.
Film at 11, as they said in the old days.
lj: SMCI After a few swigs from a jug of corn liquor, here is what I dreamt up.
Assumption No. 1: Earnings will be up 125 percent
Assumption No. 2: Q4 earnings will be $8.10 a share
Facts: Q1: $3.43 eps
Q2: $5.59
Q3: $6.65
Subtotal: $15.67
Q4: 8.10 (est)
TOTAL $23.77
Fair value of stock using the assumptions and facts: $23.77 X 125 = $2,971
Let's be conservative and use a forward PE of 62.5, instead of 125, since it doesn't seem possible for the company to keep up such high eps growth. 62.5 X $23.77 = $1,485.
So. It is possible that the stock is 95-100 percent undervalued.
You know what I mean, Vern?
getmoreshares: You do know that there is a story out there that Obama's mama was CIA.
Makes sense. Why would she be in Indonesia.
lj: A forward split would create more shares for institutional investors. And, if would help us peons. I would love to own 100 shares now, thinking there will be a forward split.
But $80K is a lot of money to put in one stock. $60K, maybe. I could raise money by selling some no hopers.
Trump is not going to win the election with Vance on the ticket.
The statements he made to Tucker Carlson and afterward about childless women will cost Trump the election. Trump needs democratic and independent votes, and Vance is a no-go for these people now. Who are the idiots who vet candidates for Trump?
lj: Trump's campaign people, when questioned about Vance by the conservative media, keep doubling down on Vance. BIG mistake, imo.
They could remove him from the VP slot and promise him Secretary of State.
lj: SMCI
The fact that the stock was added to two indices recently and the fact that the stock has risen to something like $1,200 this year makes it a candidate for a stock split. It is within the realm of possibilities, not something dreamt up under the influence of moonshine.
I guess stock splits are a headache for sskillz1 in the contests!
But, no, there is no stock split yet.
INVA--new to board
This small cap pharma stock has had a good run since April.
Earnings report due next week--July 31. No dividend, decent PE, moderately low float, good free cash flow. I have owned for years. FWIW.
lj: SCMI
It would be nice to buy the stock at $60 post split. Stranger things have happened.
lj: The CEO of SMCI is hard to understand. But I did hear him say loudly and clearly that their customer have an energy problem. (their customers--I guess his English dialect got into my subconscious!)
Even though I believe AI might destroy civilization, right now I am a big fan. I use AI for information searches, and yesterday I was able to throw cold water on a liberal friend who texted me the leftist media party-lies about J6. "No 5 police officers were not killed in the melle. No, Officer Sicknick was not killed with a fire extinguisher--here are the facts. . . here is the medical examiner's conclusion". Lightening fast access to information. I pay $20 a month for the service, and it is worth $2K a month!
lj: EGY
Over $7 the last time I checked. If it creeps up to $8, I am going to selling my position. It will be on sale for $4 again.
lj: When you spend $150K and more on your daughter's wedding, you don't have a lot left over to contribute to Democrats!
r59: looks like a smart move with the call contract.
I don't own any shares. Usually I sell puts when a stock seems oversold.
In this case, I might buy the stock and sell puts. More than once I have regretted selling puts instead of buying a stock outright.
You are 100 percent correct. Commercialization is a long process. Just getting approval for packaging takes a long time.
BTuna: I, too, am holding a position. Re: AI. Talk is cheap.
Might sell half of my position and hold onto the rest into 2025.
lj: Obama's win didn't take down the market. The real estate bubble did that.
lj: NVDL
Good luck with it. I should have been trading this for the last year. Live and never learn!
lj: Here is the 411 on Chile's lithium industry.
The country supplies about 28 percent of world demand.
HOWEVER, the Government has thrown a wrench in the works.
They are tightening their fist on production. They want state-owned companies (think nationalization) to take increased control. One of the State-owned companies is Codelco.
This is deterring foreign investment. Not a good scene.
Australia and China are big lithium producers.
That being said, I think SQM might move up a few points.
The lesson I have learned here is avoid investing where there is political risk.
EGY comes to mind. U never know. Governments change.
lj: I saw the typhoon news on Bloomberg at 4:00 a.m., but you gave me much better info. So U are telling me that typhoons spin in the opposite direction in the southern hemisphere!
Well, if water flushes down the drain in the opposite (to us) direction, they I should have figured out that typhoons can spin in the opposite direction.