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8/3/2026 2:38:22 PM EDT
[#1]
Quote History
Originally Posted By Mike_48:
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?  
View Quote

Already ongoing. A gang of people switched to T-Mobile for the star link text/call integration.
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
8/3/2026 4:21:30 PM EDT
[Last Edit: The_Master_Shake][Edited] [#2]
Quote History
Originally Posted By Mike_48:
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?  
View Quote


Probably already happening but IDK when the saturation point hits and the traditional carriers start to tip hard.

If you look at Verizon it's down on the 5 year and likewise with AT&T they're like ~10% up in the same time period.

I don't know a ton about dividend investing, but from a growth standpoint I feel like all of the traditional carriers have their best days well behind them.
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.
8/4/2026 7:41:21 AM EDT
[#3]
$1M + flowed into the $ONDS 8/7 $9c, yesterday morning when the shares were $7.50.
I bought the $8.50 for $.30/contract.
Then another half a million poured into the $8.50 as well as more in the $9 before close, as if somebody knows something. Normally, I wouldn't be on the buy side this close to expire with the price needing so much movement. But...they are ITM already, with 3 more days to go and gaining momentum. If it reaches 9.50-10.00 in those 3 days, those calls will print around $150 for every $30 risked.


8/4/2026 10:45:33 AM EDT
[#4]
Quote History
Originally Posted By GeneralV:
$1M + flowed into the $ONDS 8/7 $9c, yesterday morning when the shares were $7.50.
I bought the $8.50 for $.30/contract.
Then another half a million poured into the $8.50 as well as more in the $9 before close, as if somebody knows something. Normally, I wouldn't be on the buy side this close to expire with the price needing so much movement. But...they are ITM already, with 3 more days to go and gaining momentum. If it reaches 9.50-10.00 in those 3 days, those calls will print around $150 for every $30 risked.


View Quote


https://www.calcalistech.com/ctechnews/article/skrt2fasmx
8/4/2026 10:43:33 PM EDT
[#5]
Quote History
Originally Posted By ChicagoFoodie:


https://www.calcalistech.com/ctechnews/article/skrt2fasmx

View Quote

That is a good breakdown of what Barnea brings to the global side of the business. Thanks!
Even if the biggest takeaway from it is really understated: "Former Mossad CHIEF".

One thing Ondas does extremely well, is placing people with Liam Neeson-ish unique sets of special skills heading the proper branch in the company.

As for the short DTE contracts mentioned earlier...The underlying stalled around the $9 magnet strike today. The stock is still extremely undervalued, but with the momentum hitting a wall + the theta burn, I chose to take profits and not leave any runners; selling all for .60/contract.
Settling for a measly 100% gain in less than 24hrs.

8/7/2026 5:10:23 PM EDT
[#6]
Bought more OKLO (nuclear) and CRDO(connectivity) for data centers.
Glock Derangement Syndrome > Trump Derangement Syndrome.
Plastic Fantastic Fanatic.
I love my little pro gun Viking wife.
She has the world's bluest eyes.
8/8/2026 8:58:15 AM EDT
[#7]
Bought more VOO as I do every month.
8/8/2026 10:05:57 AM EDT
[#8]
ONDS - bought yesterday. Drone maker and drone killer.  There are a lot of drone related companies are out there now but this one is in my gambling account and they seem like they have their act together.
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.
8/8/2026 1:21:33 PM EDT
[Last Edit: The_Master_Shake][Edited] [#9]
Quote History
Originally Posted By Mike_48:
ONDS - bought yesterday. Drone maker and drone killer.  There are a lot of drone related companies are out there now but this one is in my gambling account and they seem like they have their act together.
View Quote


They've been on my radar for a while with RCAT

They just popped from that big deal, so now I feel like I missed out. . . .
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.
8/8/2026 2:33:05 PM EDT
[#10]
Quote History
Originally Posted By Mike_48:
ONDS - bought yesterday. Drone maker and drone killer.  There are a lot of drone related companies are out there now but this one is in my gambling account and they seem like they have their act together.
View Quote
Yes.
I love AVAV (Drone)
Glock Derangement Syndrome > Trump Derangement Syndrome.
Plastic Fantastic Fanatic.
I love my little pro gun Viking wife.
She has the world's bluest eyes.
8/8/2026 3:59:50 PM EDT
[#11]
Quote History
Originally Posted By TW200:
Yes.
I love AVAV (Drone)
View Quote


https://x.com/StockSavvyShay/status/2085794922876346599
8/9/2026 8:35:40 AM EDT
[#12]
I like KTOS Kratos Defense(Hyperbolic missles)
Glock Derangement Syndrome > Trump Derangement Syndrome.
Plastic Fantastic Fanatic.
I love my little pro gun Viking wife.
She has the world's bluest eyes.
8/9/2026 11:41:32 AM EDT
[#13]
Quote History
Originally Posted By The_Master_Shake:


They've been on my radar for a while with RCAT

They just popped from that big deal, so now I feel like I missed out. . . .
View Quote

I can spot you some shares ol buddy street price minus 10%
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
8/9/2026 11:42:15 AM EDT
[#14]
Quote History
Originally Posted By TW200:
I like KTOS Kratos Defense(Hyperbolic missles)
View Quote


They also make unmanned jet powered drones
8/10/2026 10:30:08 AM EDT
[Last Edit: GeneralV][Edited] [#15]
Bought $27C 8/14 $ZETA and it is ITM already. The stock is looking good to keep heading towards $29 in the next 4 days. Taking profits at $28.50.

I should be selling CC's on $ONDS and bank after post-earnings IV crush. But, I'm staying away around earnings.

I have a theory that if something is featured in a Taylor Sheridan show, the tickers with a high retail following, in the industry that something is in, will get sucked up to the biggest call wall for the nearest expiry. Have yall seen the latest episode of Lioness?

EDIT: sold $ZETA today, 8/11, for 114% gain.
8/11/2026 1:24:26 PM EDT
[#16]
Quote History
Originally Posted By The_Master_Shake:


They've been on my radar for a while with RCAT

They just popped from that big deal, so now I feel like I missed out. . . .
View Quote
Another pop today reminded me to ask if your FOMO discipline held, or if you succumbed to temptation and got some?
8/11/2026 1:45:08 PM EDT
[#17]
My father is retired....and spends a fair amount of time researching and analyzing the market.  In the last 10 years he's predicted a lot of the big dives, and moves funds around to protect from losing a ton of money.  

I was talking to him last night, and he said that the market is doing a lot better than it should be (in layman's terms).....and people are buying a lot of stocks with borrowed money (margins?).   He said it's starting to look like a crash could be coming.....or at least things area heading that direction.

That's just me explaining things no really knowing much about the market.....or specific terms.

Any truth to that?

8/12/2026 2:33:16 PM EDT
[#18]
Quote History
Originally Posted By imq707s:
My father is retired....and spends a fair amount of time researching and analyzing the market.  In the last 10 years he's predicted a lot of the big dives, and moves funds around to protect from losing a ton of money.  

I was talking to him last night, and he said that the market is doing a lot better than it should be (in layman's terms).....and people are buying a lot of stocks with borrowed money (margins?).   He said it's starting to look like a crash could be coming.....or at least things area heading that direction.

That's just me explaining things no really knowing much about the market.....or specific terms.

Any truth to that?

View Quote
No. Buy, buy, buy.
2026 and 2027 will be a bull run with scary temporary drops. imho
Glock Derangement Syndrome > Trump Derangement Syndrome.
Plastic Fantastic Fanatic.
I love my little pro gun Viking wife.
She has the world's bluest eyes.
8/13/2026 11:50:03 PM EDT
[#19]
Quote History
Originally Posted By TW200:
No. Buy, buy, buy.
2026 and 2027 will be a bull run with scary temporary drops. imho
View Quote

Attached File
8/14/2026 8:35:14 PM EDT
[#20]
Despite what Michael Burry thinks, I might buy Oracle - ORCL.  It's a big gamble with their AI/data center spending but if everything goes well, it could get a lot higher.  Also considering IBM.
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.
8/14/2026 9:57:06 PM EDT
[#21]
Anyone have strong feelings about Honeywell / $HON?

I have a few shares. After they split off the aerospace division and it ran I sold my $HONA. Debating on whether or not to keep the original $HON shares.
8/15/2026 6:04:05 AM EDT
[#22]
As long as IONQ is under $65 I'm buying. Up 25% on a chunk I bought a month ago and I'm still buying.
"I tend to set my standards very low so that I am rarely disappointed." - Otis B. Driftwood
8/16/2026 5:24:39 PM EDT
[#23]
Quote History
Originally Posted By GeneralV:
Another pop today reminded me to ask if your FOMO discipline held, or if you succumbed to temptation and got some?
View Quote


Nope, no ONDS or RCAT. . . .  been buying CRWV on the dip instead

Now I'm debating selling out of my RDW position for FIGR tomorrow. I really like what I'm seeing
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.
8/17/2026 8:32:41 PM EDT
[#24]
been buying SWPPX every wednesday in my Roth now. hope the next 30yrs is good to me lol
8/18/2026 4:31:58 PM EDT
[#25]
Still sitting on my VG stock.Thinking of picking up a decent chunk of SPCX. Thoughts?
8/18/2026 6:01:16 PM EDT
[#26]
Quote History
Originally Posted By Tango-22:
Still sitting on my VG stock.Thinking of picking up a decent chunk of SPCX. Thoughts?
View Quote
@Tango-22

I'm still in VG as well at $10 and also thinking about SPCX for a really long hold.  You got an exit price on VG?  A friend of mine who is way better than me at this thinks $17-18 but I have no idea how he arrived at that.

Entry price on SPCX?
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.
8/19/2026 1:26:54 PM EDT
[Last Edit: The_Master_Shake][Edited] [#27]
Quote History
Originally Posted By Mike_48:
@Tango-22

I'm still in VG as well at $10 and also thinking about SPCX for a really long hold.  You got an exit price on VG?  A friend of mine who is way better than me at this thinks $17-18 but I have no idea how he arrived at that.

Entry price on SPCX?
View Quote


I bought VG at $6 at a really lucky time, and sold 2/3rd of my shares at $15

The issue with VG is that it's already a ~35B dollar company so it takes a fair bit to move the stock price.

I'm keeping 1K shares of VG long term because I think it'll do well in the coming years. I'll be slowly adding NEXT with it since the same guy (Matt Money who is deep in the energy scene) has a high conviction for it. Again both long term plays
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.
8/19/2026 2:35:01 PM EDT
[#28]
IMO the issue right now with $VG is that the thesis was it’d be a slow burn while they built out their LNG infrastructure as it was set to overtake Cheniere’s capacity. The Iran conflict threw a wrench into that thesis as Gulf states LNG came under pressure which caused names like VG and NEXT to run up faster than most were expecting.

I have a decent position in VG that I’d probably sell around $20 if it ran based on macro and not actual growth in the company.  Under $10 I’d probably add more.
8/19/2026 7:58:21 PM EDT
[#29]
Quote History
Originally Posted By The_Master_Shake:


I bought VG at $6 at a really lucky time, and sold 2/3rd of my shares at $15

The issue with VG is that it's already a ~35B dollar company so it takes a fair bit to move the stock price.

I'm keeping 1K shares of VG long term because I think it'll do well in the coming years. I'll be slowly adding NEXT with it since the same guy (Matt Money who is deep in the energy scene) has a high conviction for it. Again both long term plays
View Quote View All Quotes
View All Quotes
Quote History
Originally Posted By The_Master_Shake:
Originally Posted By Mike_48:
@Tango-22

I'm still in VG as well at $10 and also thinking about SPCX for a really long hold.  You got an exit price on VG?  A friend of mine who is way better than me at this thinks $17-18 but I have no idea how he arrived at that.

Entry price on SPCX?


I bought VG at $6 at a really lucky time, and sold 2/3rd of my shares at $15

The issue with VG is that it's already a ~35B dollar company so it takes a fair bit to move the stock price.

I'm keeping 1K shares of VG long term because I think it'll do well in the coming years. I'll be slowly adding NEXT with it since the same guy (Matt Money who is deep in the energy scene) has a high conviction for it. Again both long term plays

I’m also in VG at $6 and some change. Have not considered selling  but maybe should get my initial investment out and let the house money ride? Not really sure what to do on SPCX.
8/19/2026 8:43:19 PM EDT
[#30]
Quote History
Originally Posted By Tango-22:
Thinking of picking up a decent chunk of SPCX. Thoughts?
View Quote


Honestly the more I look under the hood of SPCX the more I want to buy (more) RKLB.

You have 2 companies on the brink of GAAP profitability, both would be there already if not for their R&D budgets.  One company is worth $1.8T, the other $50B. Ask yourself which one is more likely to double, triple, ect in the next few years.
8/19/2026 11:25:49 PM EDT
[#31]
Quote History
Originally Posted By Mike_48:
@Tango-22

I'm still in VG as well at $10 and also thinking about SPCX for a really long hold.  You got an exit price on VG?  A friend of mine who is way better than me at this thinks $17-18 but I have no idea how he arrived at that.

Entry price on SPCX?
View Quote


Wishing I would have bought in on SPCX when it was down to $105 just recently.
8/20/2026 5:04:42 PM EDT
[#32]
Quote History
Originally Posted By Procat:


Honestly the more I look under the hood of SPCX the more I want to buy (more) RKLB.

You have 2 companies on the brink of GAAP profitability, both would be there already if not for their R&D budgets.  One company is worth $1.8T, the other $50B. Ask yourself which one is more likely to double, triple, ect in the next few years.
View Quote View All Quotes
View All Quotes
Quote History
Originally Posted By Procat:
Originally Posted By Tango-22:
Thinking of picking up a decent chunk of SPCX. Thoughts?


Honestly the more I look under the hood of SPCX the more I want to buy (more) RKLB.

You have 2 companies on the brink of GAAP profitability, both would be there already if not for their R&D budgets.  One company is worth $1.8T, the other $50B. Ask yourself which one is more likely to double, triple, ect in the next few years.

Fair point. Thanks
9/3/2026 7:45:39 AM EDT
[#33]
Just bought VSXY for $69 pre-market.  Yesterday it was in the 80s.  In this morning’s earnings report  EPS was up, but revenue was down.  Lingerie can be a brutal business.
9/3/2026 10:24:48 AM EDT
[#34]
Started a small position in Bloom Energy /$BE today.  I was hoping to get a lower entry price but they’re on the short list to get added to the S&P tomorrow so I figured I’d go ahead and nibble.
9/3/2026 10:40:17 AM EDT
[Last Edit: Mike_48][Edited] [#35]
Got 50 shares of CIEN today. It got crushed after good earnings. It's a gamble.

ONDS has not turned out well unfortunately.
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.
9/3/2026 1:39:01 PM EDT
[#36]
Quote History
Originally Posted By Mike_48:
~snip
ONDS has not turned out well unfortunately.
View Quote


I bought in feb 25 @ +/-2bux so I cannot complain. It was a tip from a member here
"...One Nation, Under God, Indivisible, With Liberty and Justice for All."

NEVER FORGET 9-11-2001 I am STILL pissed off.
9/3/2026 4:25:59 PM EDT
[#37]
Quote History
Originally Posted By 1Tribe:


I bought in feb 25 @ +/-2bux so I cannot complain. It was a tip from a member here
View Quote
@1Tribe - I can't really complain either.  I have taken some stock recommendations by members here that have made me a lot of money.  People always say to not come here for advice but it has served me well after bit of additional reading & research. Made good money on MOD, INOD, MU and a couple of others.  Not sure what to buy next though.
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.
9/3/2026 6:17:25 PM EDT
[#38]
Quote History
Originally Posted By Mike_48:
@1Tribe - I can't really complain either.  I have taken some stock recommendations by members here that have made me a lot of money.  People always say to not come here for advice but it has served me well after bit of additional reading & research. Made good money on MOD, INOD, MU and a couple of others.  Not sure what to buy next though.
View Quote


Yes, there are a few but overall
"...One Nation, Under God, Indivisible, With Liberty and Justice for All."

NEVER FORGET 9-11-2001 I am STILL pissed off.
9/4/2026 9:38:57 AM EDT
[#39]
CBRS
SPCX
NOW
INFQ
CRWV
PLTR
AVEX
APLD
ASTS
9/6/2026 6:17:31 PM EDT
[Last Edit: Speedwinder][Edited] [#40]
I haven't posted here lately, so thought I would today.

Over the last six months or so I have been slowly liquidating stocks. Currently the only stocks I hold are VLD, WMT, KO, NEM, and PAAS. I don't anticipate buying any additional stocks for 2026.

I do still retain substantial holdings of T-bills, and a few soon to mature CD's. As the CD's mature I will most likely add the funds to my stash of cash.

Waiting for 2027 to see how the market looks.

Good investing to you!!!
9/10/2026 10:05:09 AM EDT
[#41]
Sold some MSTR on Monday @ $140.

Bought some MSTR today @ $130.
9/18/2026 12:48:00 PM EDT
[#42]
Well? What did you do today?? Sell it all for Steak and a Lambo?



This should creep up nicely from .44.
PFE - Long 10/16 $28C
9/19/2026 12:43:17 AM EDT
[#43]
The only thing I have bought in the past two weeks is SGOV.  But that is in a CMA account that I use as an emergency fund.  Roth and 401 are still in S&P 500 and Intl funds.  With some VT thrown in as well.

Really need to dump the MVIS stock for some harvesting but waiting to see how bad it is closer to EOY.
Who, What, Where? Call Sign, Snowball
Today 9:42:35 AM EDT
[#44]
I just bought $3K worth of OKLO and a couple hundred worth of Centrus Energy. Centrus owns about half of Westinghouse after their debacle at Votgle and having to declare bankrupcy.
Today 11:52:22 AM EDT
[#45]
I was buying up all the AMD I could during liberation day in the $80's

Starting to think that I should trim a bit today
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.

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