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5/8/2026 12:20:11 PM EDT
[Last Edit: Mike_48][Edited] [#1]
Sold half of my INOD this morning as it went up about 87% today.  Bought at 42 and sold at 85.  Short term taxable gain unfortunately but I'll take the $4K.

Thinking about AVEX the drone maker as it has pulled back hard but have to do a bit of reading on that one.
My Dad: with respect to your chosen profession son, do what you want to do, who you want to do it for and where you want to do it.
5/11/2026 8:32:00 AM EDT
[#2]
Sold some SOUN last week, buying more ABAT, MSTR this week.
5/11/2026 10:09:24 AM EDT
[#3]
Bought more CRDO and NVDA premarket.
Glock Derangement Syndrome > Trump Derangement Syndrome.
Plastic Fantastic Fanatic.
I love my little pro gun Viking wife.
She has the world's bluest eyes.
5/11/2026 1:04:14 PM EDT
[#4]
Bought some ALAB and GLW on Friday.
5/13/2026 5:18:07 PM EDT
[#5]
Been stacking DRAM and riding the AI wave lately.
Malcolm X was right about liberals.
5/13/2026 9:29:08 PM EDT
[Last Edit: Speedwinder][Edited] [#6]
Change of pace for me. Stopped adding to stocks except drips, and have started adding short-term T-bills for now as CD's mature. Still holding my ETF's.

5/13/2026 10:00:57 PM EDT
[#7]
Quote History
Originally Posted By Scrote:
Sold some SOUN last week, buying more ABAT, MSTR this week.
View Quote

5/13/2026 10:33:48 PM EDT
[#8]
Sold a little AMD and bought some more SOFI
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/14/2026 6:58:29 AM EDT
[#9]
Quote History
Originally Posted By The_Master_Shake:
Sold a little AMD and bought some more SOFI
View Quote


The market has been hating on SOFI!  I hope it turns around some.
5/14/2026 10:10:43 AM EDT
[Last Edit: The_Master_Shake][Edited] [#10]
Quote History
Originally Posted By CampFireChef:


The market has been hating on SOFI!  I hope it turns around some.
View Quote


Me too, but I get it.

Their tech platform performed very poorly last earnings call and we went from expecting a rate cut to maybe a rate hike

It's a long term play, just hoping the bleeding stops
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/14/2026 12:10:17 PM EDT
[Last Edit: Scrote][Edited] [#11]
Quote History
Originally Posted By NIevo:
Originally Posted By Scrote:
Sold some SOUN last week, buying more ABAT, MSTR this week.

https://media1.giphy.com/media/s239QJIh56sRW/200.webp?cid=8dc8958cfsjw5mziib0c5tufcm05a1tauv7tn6knggjcja71&ep=v1_gifs_search&rid=200.webp&ct=g

Bought the MVIS dip too.

5/14/2026 12:19:06 PM EDT
[#12]
Quote History
Originally Posted By Scrote:

Bought the MVIS dip too.

View Quote


Dip or downward spiral?
5/14/2026 12:28:20 PM EDT
[#13]
Quote History
Originally Posted By Procat:


Dip or downward spiral?
View Quote View All Quotes
View All Quotes
Quote History
Originally Posted By Procat:
Originally Posted By Scrote:

Bought the MVIS dip too.



Dip or downward spiral?

Yes

5/14/2026 12:52:13 PM EDT
[#14]
Just sold some AAPL and IWM puts.
5/14/2026 9:44:05 PM EDT
[#15]
Quote History
Originally Posted By The_Master_Shake:


Me too, but I get it.

Their tech platform performed very poorly last earnings call and we went from expecting a rate cut to maybe a rate hike

It's a long term play, just hoping the bleeding stops
View Quote View All Quotes
View All Quotes
Quote History
Originally Posted By The_Master_Shake:
Originally Posted By CampFireChef:


The market has been hating on SOFI!  I hope it turns around some.


Me too, but I get it.

Their tech platform performed very poorly last earnings call and we went from expecting a rate cut to maybe a rate hike

It's a long term play, just hoping the bleeding stops
Finally jumped in on SoFi today as well. For a long term hold, the current price is at a point I'll buy.
5/15/2026 3:51:06 AM EDT
[Last Edit: 1168RGR][Edited] [#16]
Quote History
Originally Posted By grendelbane:
Just sold some AAPL and IWM puts.
View Quote

I sold some puts on AVUV and AVDV this week. Best case I get assigned, worse case I keep the premium. I sometimes wonder who buys these puts. I’ve also been buying the underlying.

Still buying a variety of broad market ETFs, and have also added to XLF (in anticipation of trimming ARCC and a variety of finance sector stocks) and XLV (defensive). Adjusted my limit orders for XLU (defensive) and bought a little with market order. Bought some FLKR and SMH on a tiny dip.

Over the past couple weeks, I added to or opened positions in AIRO, MH, SPOT, FIG, BLSH, KLAR, FIGR, GEMI, VIA, STUB, PTRN, FRMI, NKE.
5/15/2026 10:52:13 PM EDT
[#17]
Quote History
Originally Posted By Tigers1363:
Finally jumped in on SoFi today as well. For a long term hold, the current price is at a point I'll buy.
View Quote


We're in it together!
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/21/2026 2:18:37 PM EDT
[#18]
Just sold some WMT puts.
5/22/2026 11:23:47 AM EDT
[Last Edit: grendelbane][Edited] [#19]
Sold an SNDK put.
5/22/2026 11:40:24 AM EDT
[#20]
KULR is doing well today
"Don't want to be that guy with 100K primers who can't pay the electric bill."
5/22/2026 5:08:26 PM EDT
[#21]
Recently (not today) bought some AVAV, KTOS, AXON.

Those who ignore history are doomed to repeat it..
5/27/2026 11:53:57 AM EDT
[#22]
Bought to close some $RCAT cash secured puts on the pump. Used the freed up funds to buy more $NVDA shares.
6/11/2026 3:44:27 PM EDT
[#23]
Bought more ABAT and MSTR this am.
6/11/2026 4:35:03 PM EDT
[#24]
Quote History
Originally Posted By 4Teen_R:
Bought some ALAB and GLW on Friday.
View Quote


Up 60% on ALAB in a month.   GLW....not so much .
6/11/2026 4:56:22 PM EDT
[#25]
I bought some more ADX.
6/11/2026 7:27:18 PM EDT
[#26]
Sold most of my $SATS
Bought more $NVDA
6/12/2026 5:50:25 AM EDT
[#27]
I got 25% of my requested allocation of SPCX through Robinhood!
6/12/2026 10:26:43 AM EDT
[#28]
Quote History
Originally Posted By CampFireChef:
I got 25% of my requested allocation of SPCX through Robinhood!
View Quote


So you got 1 share?
6/12/2026 11:15:57 AM EDT
[#29]
Quote History
Originally Posted By scrambler28:


So you got 1 share?
View Quote View All Quotes
View All Quotes
Quote History
Originally Posted By scrambler28:
Originally Posted By CampFireChef:
I got 25% of my requested allocation of SPCX through Robinhood!


So you got 1 share?


I ordered 77 & got 17.  I was surprised. I created a robinhood account on may 24th just for this.
6/12/2026 11:54:47 AM EDT
[Last Edit: SkiandShoot][Edited] [#30]
Executed 90 112 shares of SPCX at $150.
6/12/2026 1:32:38 PM EDT
[#31]
SPCX

NVDA

ABAT

All this morning
6/15/2026 9:26:44 AM EDT
[Last Edit: WrightP][Edited] [#32]
10 Shares of SPCX Friday through IPO at $135
AMD, RGTI, GFS, SPMO, MRVL, IBM, SMCI all in the last month. I have taken it in the nuts on SMCI...Down 39%. I think it will bounce though. I don't have any cash left to "buy the dip" on it though.
6/23/2026 8:02:44 PM EDT
[Last Edit: Speedwinder][Edited] [#33]
I haven't been posting here lately as I am generally on hold buying or selling stocks. Mostly I have a number of utility stocks, AEP, SO, DUK, ED, etc.,  that I have on drip, and just sit and invest the dividends.

Boring, but I am not comfortable with the the stock market presently, so I just reinvest the dividends and wait. Portfolio also includes CAT, ETR, LLY, AMAT, and others on drip.

I really don't know exactly why I am waiting, but I suppose I will eventually know it when I see it!

Good investing to you!!!
7/16/2026 6:34:19 PM EDT
[#34]
63 shares of SPCX at $131.50

We’ll see at 6:45 pm eastern if it’s a further bust or a boom. Wait that doesn’t sound right.
7/16/2026 7:02:47 PM EDT
[#35]
Trading around $125.70 right now.
7/16/2026 7:05:56 PM EDT
[#36]
Quote History
Originally Posted By Kanin:
Trading around $125.70 right now.
View Quote

Probably under $100 pretty soon.
7/17/2026 2:45:49 PM EDT
[#37]
Bought back in to RKLB and LUNR today.
For a people who are free, and who mean to remain so, a well-organized and armed militia is their best security.
Thomas Jefferson

"He didnt punch anybody. He punched an idea." DrFrige
7/20/2026 11:20:57 PM EDT
[#38]
Anybody look into KTOS & AVAV recently?  Both are near one year lows and I'm reading about a lot of money going into the defense sector, particularly the drone companies.  I just kind of hesitate to put money into a company that relies heavily on .gov contracts.
My Dad: with respect to your chosen profession son, do what you want to do, who you want to do it for and where you want to do it.
7/20/2026 11:57:39 PM EDT
[#39]
Quote History
Originally Posted By Mike_48:
Anybody look into KTOS & AVAV recently?  Both are near one year lows and I'm reading about a lot of money going into the defense sector, particularly the drone companies.  I just kind of hesitate to put money into a company that relies heavily on .gov contracts.
View Quote


I like both a lot, both have strong order books and actual products.

But: “Kratos STC Division President Phillip D. Carrai sells USD 324,277 of common shares”

No idea why he did that.
7/21/2026 3:26:28 AM EDT
[#40]
Quote History
Originally Posted By Mike_48:
Anybody look into KTOS & AVAV recently?  Both are near one year lows and I'm reading about a lot of money going into the defense sector, particularly the drone companies.  I just kind of hesitate to put money into a company that relies heavily on .gov contracts.
View Quote

Buying both.
Callsign-ChuckYeager
That man is a homo and a liar-TrojanMan
Hell, a Ford just breaks down on you. It doesn't fall apart AND try to kill you at the same time-Bloodsport2885
7/21/2026 11:25:32 AM EDT
[#41]
Bought 90 shares of OKLO at a low.
Glock Derangement Syndrome > Trump Derangement Syndrome.
Plastic Fantastic Fanatic.
I love my little pro gun Viking wife.
She has the world's bluest eyes.
7/21/2026 2:39:15 PM EDT
[#42]
WEAT
7/23/2026 4:27:06 PM EDT
[Last Edit: grendelbane][Edited] [#43]
I bought some ADX at $26, sold some SPCX
July 24 $112 puts.
7/25/2026 6:09:41 PM EDT
[Last Edit: Speedwinder][Edited] [#44]
Per my previous post, I am still mostly in the "sell stocks" mode as apposed to the "buying" stocks mode. There are some limited exceptions such as etf's SOXX and FTXL. New small positions for me that I think have some promise.

I have mostly been slowly liquidating some stocks and buying T-bills or just holding some of the cash for what I hope will be better days for investing.

Still, I am glad to see others who have found good areas to continue stock investing and incease their portfolios!

All the best!

Speedwinder
7/26/2026 3:27:50 PM EDT
[#45]
Quote History
Originally Posted By Speedwinder:
Per my previous post, I am still mostly in the "sell stocks" mode as apposed to the "buying" stocks mode. There are some limited exceptions such as etf's SOXX and FTXL. New small positions for me that I think have some promise.

I have mostly been slowly liquidating some stocks and buying T-bills or just holding some of the cash for what I hope will be better days for investing.

Still, I am glad to see others who have found good areas to continue stock investing and incease their portfolios!

All the best!

Speedwinder
View Quote



With the roller coaster highs and lows the semiconductor stocks have been on the last month or so, I haven't the nerve to dedicate money into the sector. Those folks that can detach emotionally from the risks and play those swings are making $$$$ - maybe daily. It's just not me. Long term,  maybe they're good buys at these prices. But who knows with these valuations.
7/28/2026 10:19:28 AM EDT
[#46]
TSLA near 52 week low.
7/28/2026 10:58:21 AM EDT
[#47]
Just sold some SPCX puts.  Juicy premiums.
8/2/2026 10:40:20 AM EDT
[Last Edit: hicap][Edited] [#48]
started buying oil company stocks when I worked at Exxon in 1980,

currently own XOM (4,000 shares) , CVX, COP, VLO, ENB,  

oil didn't do much for years, but its apparent oil is the worlds most valuable commodity and will be with us for decades, but I knew that when I started buying those shares 45 years ago
8/2/2026 10:48:53 AM EDT
[#49]
Quote History
Originally Posted By The_Master_Shake:


Me too, but I get it.

Their tech platform performed very poorly last earnings call and we went from expecting a rate cut to maybe a rate hike

It's a long term play, just hoping the bleeding stops
View Quote

You and me both,  my  24.00 puts executed in  February, I've been  watching it bleed, ever since.
8/3/2026 2:25:57 PM EDT
[#50]
Question for those following this thread.  At what point in time do you think Starlink will significantly impact the other carriers like ATT, Verizon and the others?  I could be wrong but I would think it has to eventually.  

Months from now, years? Or has that already been happening?  
My Dad: with respect to your chosen profession son, do what you want to do, who you want to do it for and where you want to do it.

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