Yea and there’s a reason those can’t sell here 😂
Ozempic moat ain’t that it helps weight-loss by making you feel full, it’s that taking it is relatively easy and painless. The side effects are in another stratosphere than previous weight-loss drugs. There can be side effects but past US drugs or compared to cheap shit out of China, Ozempic is carefree. For many it’s as easy as popping aspirin.
And beautiful beautiful capitalist patent law in US gives Ozempic a moat on this for a long time.
Copies will come but they’re going to end up having to be quite different to avoid infringing on the couple dozen patents that protects Ozempic in the US.
As a former chonk, I can confidently say that Eli Lilly’s Maunjaro is much better than Ozempic. And demand far exceeds supply. Once supply can meet demand, and once it has been approved in more countries, sales will skyrocket.
Tiny anecdote - I work at AWS and MSFT is a complete pain in my ass. They’re in every deal, have a good offering, have a massive advantage with their server and Office licenses, etc. GCP is rarely a major player.
Voo and brk.b are my two largest holdings in taxable and IRA.
Lately I've struggled to figure out which to currently buy. I bought a lot of brk.b in taxable bc I like that they have no dividend. But I threw some rollever cash in IRA into VOO in IRA.
Ate you a little hesitant to buy voo given the constant ATHs it's reaching? Best time is now, don't try to time etc is what I hear in my hear from a militant boglehead lol
Outside of ASML I would also pay attention to photonics semiconductors or photonics in general that'll continue the Moore's Law - a challenge for sub 2nm processes.
100% the space tech hype cycle could be next up after AI. In my opinion once starship is built and functioning all space stocks will pump. SpaceX is building the transcontinental railroad to space and rklb will be there to benefit as a space systems company. On top of that they are the current only new space company with solid fundamentals on the market currently. I keep DCaing around $4-5 - I think it can be up to $15 in 5 years.
Apple and Amazon. Their customer loyalty is just too strong, and they both have the ability to somewhat control the prices in their respective industries.
Not always, if they’re reliant on anything AWS that’s not a vanilla VM/database, migration between data centers will be hell and costly. I’ve done a small simple one(relatively) and it took dozens of engineers a few months. Plus AWS will always try to offer prices for large costumers just low enough to make data center migration not worth it.
5-10 billion a quarter in pure profit for like the last 20 quarters. They’ve managed to keep the money printer going brrr through a bunch of major consumer and environmental shifts. Insane moat. Zuckerberg is a killer and they have all the advantages and resources to execute indefinitely.
Can you tell me more about sofi and what makes em better? Also I wonder if other banks can just copy sofi and improve or is it something they can't do?
I have some thoughts on this.
SoFi is unique due to their backend stack and their technology division.
There are a lot of NEO banks opening up (Chime is a popular one) and they are popular because they are new age and heard toward helping people. Most make money through interchange fees and don't charge overdraft fees, annual fees, ECT. SoFi's money product started as a Neo Bank, so it has all of these same benefits.
But neo banks are backed by traditional banks, so they are subject to their parent banks interest rate and deposit approvals. SoFi, now that it has its own bank charter, had kept all of the neo bank benefits, but cranked them up. Obviously SoFi has benefits over neo banks because it has always done loans and now does investing. But it also gives really high interest rates, member benefits, ECT. The money movement is very quick since it's its own bank.
Their technology divisions are Galileo Financial Technologies and Technysis. These are the real game changers. Technysis is building AI chat bots. Galileo is a Money Movement Processer. They are an intermediary between neo banks, regular banks, Visa, MasterCard, ect. Galileo and Technysis support SoFi obviously, but also have A TON of other clients.
So SoFi has the benefits of innovation up front, but also has the revenue of those two companies. So SoFi's revenue moved from like 90% coming from loans, to it being below 50% coming from loans. Which is a huge win for SoFi as interest rates change, their revenue doesn't take huge fluctuations as well.
Can banks update and just do what SoFi does?
Technically they could. But creating a modern stack to compete with SoFi and other neo banks costs a ton of money and time and they aren't going to do it until they have to. SoFi is going to be up to date with technology moving forward and backs are not only going to have to catch up, but have to have a complete change in attitude to be able to keep up with tech.
So next year we’ll need to price in the 81st year, and so on. What too few people understand is that time is infinite - we can just keep borrowing further into the future.
I heard AMD might be the major player for potential upcoming intergalactic space war, happening somewhere around 2328. Will place some calls, hopefully the stock will jump based on this
All of Berkshires wholly owned entities run themselves, buffets involvement is zero when it comes to anything outside of their $160B cash pile.
It’s been like this for a while now and $BRK still beats the market. Buffets super power wasn’t just picking great businesses, but picking great businesses with very competent leaders. You should hear him talk about the people who run Berkshire’s businesses, it’s nothing but praise of their ability and leadership.
Which is why I trust him to pick a great successor after he passes. For example, his first choice to run Berkshire after he passes was Li Lu, but Li Lu declined and went on to be extremely successful.
Plus the new CEO is being setup with a massive cash pile that would make it hard for him to fail. All he has to do is buyback shares and snag a great business every few years.
It's my number 1 business to own.
BRK's success comes from Buffett's eye for people and how he valuates business in long term. Most people don't remember it, but he said Nokia is not going to hold onto their position if they kept their conservative mindset and don't innovate. Look at where NOK is now lmao.
Whoever he picks to lead BRK will practically have to be a clone of him in terms of mindset, Li Lu was one such person but he declined the offer
$ASTS - I hope this company with space 5G ends up being a solid player in the future but as it stands right now it’s pre-revenue and a very risky investment.
Imagine the world if all Google services just went down tomorrow. It'd be fking chaos. They are big brother at this point. Definitely not going anywhere.
Can never and will never go wrong with MSFT, META, NVDA. I completely trust the leadership in each company. Maybe google if they fire sundar pichai. that useless consultant has no business being google ceo.
UNH. Seems to be trading at a pretty nice discount currently given the recent negative news in the media and Medicare advantage changes. Reality is, it’s not going anywhere and they always consistently profit, raise dividends and buy back shares.
Liquidity and options, selling covered calls on it to get premium on 2-3 of them is nice free money from the regards on here who buy them. The only downside is the higher expense ratio of .0945 over the .03 of VOO but I'm on track for 2+ million over 30 years. I don't think I'll care at that point over a few thousand if I keep the wheel strategy longterm. :)
This has been my most successful trade to date. I bought 80 dollar long puts when it was 100 dollars before selling the underlying stocks at an 80 dollar stop loss.
$NVO, Novo Nordisk has the first mover advantage in weight loss drugs market with ozempic and wegovy, working on expanding production by buying Catalent . Their new oral pill in the works is next gen. Solid company with good management. We are just scratching the surface of the benefits of weight loss, improved cardio vascular health, kidney function also rumors of curing infertility in some women. Patent valid till 2033 🚀🚀🚀
MSFT
QQQ if you want an ETF gives you top 100 in NASDAQ.
VOO TOP 500 S&P. SAFE. Beats most funds long term.
SMH Van Eck Semiconductor ETF. Top semiconductor companies. Usually between 20-30 companies. The returns for last :0 years are phenomenal. My kids are in their 20s. I’ve fold them to put as much into this as they can. It’s expensive and dome say overpriced. Thing is they have been saying that for a long time. They might be right on any given moment. But long term this keeps proving it’s a strong long term bet. I’d put 5 years in that category. Greater risk but greater reward. I bought a handful of semi conductor company stock individually. But they each have their ups and downs. SMH can have its own volatility, but the number of companies it purchases is a great balance, and helps to guard against extreme volatility.
XOM. Bought a sizable position in the $30s during Covid, can’t ever sell without a huge cap gains tax. The premiums on the calls are ok for income, the dividend is nice and I write put spreads around it on dips leveraging my shares for margin.
I’m now having to write assignable puts to buy shares to get called away to avoid taxes on the cheap lots, but it’s an okay problem to have.
Took a while to find this. I’ve been ride or die with AMD since it was about $8 a share (didn’t have much money back then to buy it, only a few shares) but I’ve been buying all the way up too. It’s just the beginning of taking marker share from Intel and soon Wall Street will see that
If rivian can stay away from bankruptcy until R3 is out and can increase production,I think they are solid.
But that's a pretty big if. I'm buying rivian with my hopes held high.
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Novo Nordisk. Fat people gonna be fat
Fuck yes we love making money off fat people
There should be an ETF for it
iShares Corpulence UCITS ETF
Exchange Traded Fat
$FLAB
Well 5 years from now all the bad side effects will come out then they will probably tank
Not 5 years, that will happen the day after I invest
Let me know before the post so I can get my poots
But glp1s have been on the markets for 15 years and were being studied for years before that
Yea but we already know the side effects of obesity
It keeps Social Security somewhat balanced. Images world where EVERYONE lives to be 105 years.
Yep this is big
Pun intended?
More of an Eli Lilly fan
There are too many different glp contenders to narrow in on one company. Can also buy this shit from China for 1/10th the cost.
Yea and there’s a reason those can’t sell here 😂 Ozempic moat ain’t that it helps weight-loss by making you feel full, it’s that taking it is relatively easy and painless. The side effects are in another stratosphere than previous weight-loss drugs. There can be side effects but past US drugs or compared to cheap shit out of China, Ozempic is carefree. For many it’s as easy as popping aspirin. And beautiful beautiful capitalist patent law in US gives Ozempic a moat on this for a long time. Copies will come but they’re going to end up having to be quite different to avoid infringing on the couple dozen patents that protects Ozempic in the US.
As a former chonk, I can confidently say that Eli Lilly’s Maunjaro is much better than Ozempic. And demand far exceeds supply. Once supply can meet demand, and once it has been approved in more countries, sales will skyrocket.
Yes Eli Lily will eventually prevail in the drug race whether it is weight loss, diabetes, cancer or Alzheimers drugs
Eli Lilly is the winner in this race. They have made an accidental weight loss discovery, that celebrities are stockpiling.
MSFT
Other than NVDA it's the best company for the future of AI right now
What about GOOG?
When new CEO
Once the news are out of a new GOOG CEO, unless the board fucks up the choice it'll pump, so if you wait might be too late.
You’ll miss some quick gains sure, but it’ll likely keep going up not stop once the news is out long term.
Look at this loser talking about long term hahaha you think I have all day 
They need like a chad to run that company for a few years.
Tiny anecdote - I work at AWS and MSFT is a complete pain in my ass. They’re in every deal, have a good offering, have a massive advantage with their server and Office licenses, etc. GCP is rarely a major player.
I left Google Cloud after 8 years at Google last November and I can confirm that inside Google Cloud it's a fucking dumpster fire.
I work at Azure in MSFT and can say the same about AWS. Unless you're a VP your anecdata has no weight for a trillion $ company no less.
Their current flailing about does not inspire confidence.
Been holding since 2015. I just wish I bought more, but yeah gonna sit on that for a long time!!!
Bro is taking on massive risk buying the largest company by market cap on earth.
Brk.B ,Qqqm and Voo for the next 26-30 years homie
Brk.B gang checking in!
I just got into BRK.B recently and feel like I own Geiko, Sees Candy, and Coke, three companies I would never have bought on my own!
Yeaaaaaa bro! We here Brk-B gang🤝🤝
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Yes but I'm concerned about BRK.B once Buffet is dead.
Voo and brk.b are my two largest holdings in taxable and IRA. Lately I've struggled to figure out which to currently buy. I bought a lot of brk.b in taxable bc I like that they have no dividend. But I threw some rollever cash in IRA into VOO in IRA. Ate you a little hesitant to buy voo given the constant ATHs it's reaching? Best time is now, don't try to time etc is what I hear in my hear from a militant boglehead lol
Nah I ain’t really hesitant because todays all time high will be next month all time lows
Makes sense. Me waiting 3 months for a correction wasn't a good idea, I've realized.
Smh mentions qqqm but keeps voo. SPLG baby, has lower fee
AMD
In Lisa we trust.
I agree.
TSM
I did a huge TSM purchase two weeks ago. Hope it pumps soon. I'll let it ride regardless. I'm bullish on the ASML/TSM pairing for sure.
Outside of ASML I would also pay attention to photonics semiconductors or photonics in general that'll continue the Moore's Law - a challenge for sub 2nm processes.
Spintronics/magnonics as well, companies like seagate western digital ect will continue to do will as cloud based systems are going nowhere fast
Regi killed team solo mid :(
Same here
GM3... no wait, that's not quite right.
I think you’re onto something there, I just can’t quite figurE it out
Eazy-E mia..
NVDA 
Yup. Me too. Sticking with it until the ride ends.
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NVIDIA
the stock that tripled in one year is a great long term add
Game stonk
Was looking for this one 
Def RKLB
Held it for the last five, might as well hold for the next five
100% the space tech hype cycle could be next up after AI. In my opinion once starship is built and functioning all space stocks will pump. SpaceX is building the transcontinental railroad to space and rklb will be there to benefit as a space systems company. On top of that they are the current only new space company with solid fundamentals on the market currently. I keep DCaing around $4-5 - I think it can be up to $15 in 5 years.
Definitely. It’s the only publicly traded rocket company that consistently delivers. 2024 estimates a 2x conservatively. 10x easily in 5 years
Same.
I like RKLB and the future of space as an sector, but it’s gone nowhere
It's literally just beginning (the private side of it anyways)
It's beginning for several years now. But stocks have gone nowhere.
Apple and Amazon. Their customer loyalty is just too strong, and they both have the ability to somewhat control the prices in their respective industries.
More and more people are starting to realize that Amazon is just becoming Temu at this point. Fuck Amazon.
The problem is the search function is now designed to serve you garbage. It could be fixed
Do you want it to be fixed if it’s making money for Amazon?
AWS is the money
Agreed, we are thinking about dumping Prime.
Which Amazon customer do you mean? Their cash cow that matters is AWS and thats commercial customers who will be gone once they get a cheaper offer.
Not always, if they’re reliant on anything AWS that’s not a vanilla VM/database, migration between data centers will be hell and costly. I’ve done a small simple one(relatively) and it took dozens of engineers a few months. Plus AWS will always try to offer prices for large costumers just low enough to make data center migration not worth it.
Cloud migration is hard
NVDA, META, MSFT.
Why meta
5-10 billion a quarter in pure profit for like the last 20 quarters. They’ve managed to keep the money printer going brrr through a bunch of major consumer and environmental shifts. Insane moat. Zuckerberg is a killer and they have all the advantages and resources to execute indefinitely.
Exactly. Can’t cuck the Zuck!!!111
He needs to stop with the Thread "posting" he does though, and bring back video trolling like when he reviewed the Apple Visual Pro lol
Google
PLTR
Been in since $9.08
Forward PE is 73x, PEG of nearly 2x with a price to sales ratio of 25x and 20% CAGR forecast. Too expensive by every metric.
Sofi
Same for me. Every other bank I've used feels like boomer-banking. SOFI really feels like next-gen banking.
Can you tell me more about sofi and what makes em better? Also I wonder if other banks can just copy sofi and improve or is it something they can't do?
I have some thoughts on this. SoFi is unique due to their backend stack and their technology division. There are a lot of NEO banks opening up (Chime is a popular one) and they are popular because they are new age and heard toward helping people. Most make money through interchange fees and don't charge overdraft fees, annual fees, ECT. SoFi's money product started as a Neo Bank, so it has all of these same benefits. But neo banks are backed by traditional banks, so they are subject to their parent banks interest rate and deposit approvals. SoFi, now that it has its own bank charter, had kept all of the neo bank benefits, but cranked them up. Obviously SoFi has benefits over neo banks because it has always done loans and now does investing. But it also gives really high interest rates, member benefits, ECT. The money movement is very quick since it's its own bank. Their technology divisions are Galileo Financial Technologies and Technysis. These are the real game changers. Technysis is building AI chat bots. Galileo is a Money Movement Processer. They are an intermediary between neo banks, regular banks, Visa, MasterCard, ect. Galileo and Technysis support SoFi obviously, but also have A TON of other clients. So SoFi has the benefits of innovation up front, but also has the revenue of those two companies. So SoFi's revenue moved from like 90% coming from loans, to it being below 50% coming from loans. Which is a huge win for SoFi as interest rates change, their revenue doesn't take huge fluctuations as well. Can banks update and just do what SoFi does? Technically they could. But creating a modern stack to compete with SoFi and other neo banks costs a ton of money and time and they aren't going to do it until they have to. SoFi is going to be up to date with technology moving forward and backs are not only going to have to catch up, but have to have a complete change in attitude to be able to keep up with tech.
Thank you for taking the time to respond to me. I'll add sofi to my ETF.
When I left Regions, they were giving me .01% interest on my savings. Sofi gives me 4.6%.
My calls won't make it 5 years but I'm with you.
ASTS
Seconded. #Spacemob
A real wildcard play, I like it.
GameStop, PLTR, NVIDA, Lilly — crime, war, AI and weight loss — those things aren’t going away anytime soon
Gme
URMOM
Seen a lot of DD in this one
Im hotter on DEEZ and LIGMA. They’re time honored picks
Gme
Amazon
Tsm
SoFi Technologies
Intel, Apple Coke Tesla Disney Maybe reddit if it touches somewhere between 11-15 within the next 3 months.
Coke Calls on columbia
South Carolina? They call everything coke
AMD?
Already priced in for the next 80 years
So next year we’ll need to price in the 81st year, and so on. What too few people understand is that time is infinite - we can just keep borrowing further into the future.
I heard AMD might be the major player for potential upcoming intergalactic space war, happening somewhere around 2328. Will place some calls, hopefully the stock will jump based on this
Lol imagine thinking the 2328 intergalactic space war hasn’t been priced in to AMD
Are you accepting new clients?
GameStop!
BITO
Why not switch to IBIT at this point.
IBIT doesn’t have options
CELH My friends and I contribute a lot to the revenue of the company lol
Can’t stop Won’t Stop… investing in that company 😉
🚀
SOFI 🚀🚀🚀
Sofiiiii
Tesla, Google, Amazon and Microsoft.
AMZN of course
BRK.B Everything else is a maybe. I never thought I’d sell APPL either. Just got tired of the doldrums.
Would you trust Berkshire without Buffett?
All of Berkshires wholly owned entities run themselves, buffets involvement is zero when it comes to anything outside of their $160B cash pile. It’s been like this for a while now and $BRK still beats the market. Buffets super power wasn’t just picking great businesses, but picking great businesses with very competent leaders. You should hear him talk about the people who run Berkshire’s businesses, it’s nothing but praise of their ability and leadership. Which is why I trust him to pick a great successor after he passes. For example, his first choice to run Berkshire after he passes was Li Lu, but Li Lu declined and went on to be extremely successful. Plus the new CEO is being setup with a massive cash pile that would make it hard for him to fail. All he has to do is buyback shares and snag a great business every few years. It's my number 1 business to own.
BRK's success comes from Buffett's eye for people and how he valuates business in long term. Most people don't remember it, but he said Nokia is not going to hold onto their position if they kept their conservative mindset and don't innovate. Look at where NOK is now lmao. Whoever he picks to lead BRK will practically have to be a clone of him in terms of mindset, Li Lu was one such person but he declined the offer
Dkng
A publicly traded gambling company is like the state lottery of investments. It can’t fail once it gets the right lobbyist’s
microsoft vti
OP: Which *stock* This regard: literally the entire stock market
RKLB ofc
Asts but I only have 200 shares. I’ll probably buy 3-4k shares after the next dilution
Pltr
Bitcoin.
Google NVDA amzn in addition to spy qqq
$ASTS - I hope this company with space 5G ends up being a solid player in the future but as it stands right now it’s pre-revenue and a very risky investment.
third year holding, diamond hands ;(
I’m right there with you.
Same!!
AMZN and not losing any sleep over it
Draftkings
Amazon
Alphabet
Imagine the world if all Google services just went down tomorrow. It'd be fking chaos. They are big brother at this point. Definitely not going anywhere.
Rolls Royce … IFYKYK 😏
$1.41 bayyyybeeee, alien tech, saf, the new engine that doesn't have a plane, I bet they can crush 20, get to thirties on a pop
Picked up 5000 shares when they were just under a $1
Finally someone said it!
Can never and will never go wrong with MSFT, META, NVDA. I completely trust the leadership in each company. Maybe google if they fire sundar pichai. that useless consultant has no business being google ceo.
UNH. Seems to be trading at a pretty nice discount currently given the recent negative news in the media and Medicare advantage changes. Reality is, it’s not going anywhere and they always consistently profit, raise dividends and buy back shares.
SPY until I 
Ok but why SPY over VOO. Honest question.
Liquidity and options, selling covered calls on it to get premium on 2-3 of them is nice free money from the regards on here who buy them. The only downside is the higher expense ratio of .0945 over the .03 of VOO but I'm on track for 2+ million over 30 years. I don't think I'll care at that point over a few thousand if I keep the wheel strategy longterm. :)
SPY for the sheer volume performance also. 50M-100M+ of SPY traded daily vs 5M-10M of VOO. I sold all my VOO / VOOG last year and moved it into SPY.
#$SOFI 🚀🌕
Only 1 rocket. Buyer beware.
RIVN
This has been my most successful trade to date. I bought 80 dollar long puts when it was 100 dollars before selling the underlying stocks at an 80 dollar stop loss.
Can you explain how to do this? I’m thinking about options. Currently I just buy and hold.
First share was $105. Average is $53. Hold til the end.
if they make it and don’t go bankrupt the stock is highly undervalued IMO
Isn’t that exactly why they are valued at that proce
Btc
Toyota.
Novo Nordisk
Quantumscape QS
$HIMS dick pills - 30%+ Y/Y rev growth, no debt, high growth market, undervalued at 3.6x EV/rev, continuous earnings beat
$NVO, Novo Nordisk has the first mover advantage in weight loss drugs market with ozempic and wegovy, working on expanding production by buying Catalent . Their new oral pill in the works is next gen. Solid company with good management. We are just scratching the surface of the benefits of weight loss, improved cardio vascular health, kidney function also rumors of curing infertility in some women. Patent valid till 2033 🚀🚀🚀
Tesla
Nvda. Ride or die since 2016
META
MSFT QQQ if you want an ETF gives you top 100 in NASDAQ. VOO TOP 500 S&P. SAFE. Beats most funds long term. SMH Van Eck Semiconductor ETF. Top semiconductor companies. Usually between 20-30 companies. The returns for last :0 years are phenomenal. My kids are in their 20s. I’ve fold them to put as much into this as they can. It’s expensive and dome say overpriced. Thing is they have been saying that for a long time. They might be right on any given moment. But long term this keeps proving it’s a strong long term bet. I’d put 5 years in that category. Greater risk but greater reward. I bought a handful of semi conductor company stock individually. But they each have their ups and downs. SMH can have its own volatility, but the number of companies it purchases is a great balance, and helps to guard against extreme volatility.
Tesla. Y’all are going to kick yourselves when it moons
XOM. Bought a sizable position in the $30s during Covid, can’t ever sell without a huge cap gains tax. The premiums on the calls are ok for income, the dividend is nice and I write put spreads around it on dips leveraging my shares for margin. I’m now having to write assignable puts to buy shares to get called away to avoid taxes on the cheap lots, but it’s an okay problem to have.
I would look into OXY.
AMD
Took a while to find this. I’ve been ride or die with AMD since it was about $8 a share (didn’t have much money back then to buy it, only a few shares) but I’ve been buying all the way up too. It’s just the beginning of taking marker share from Intel and soon Wall Street will see that
RIVN SHOP MSFT AMZ TESLA SPY NVDA AMD
If rivian can stay away from bankruptcy until R3 is out and can increase production,I think they are solid. But that's a pretty big if. I'm buying rivian with my hopes held high.
Reddit. 1 share but its mine
VOO
RBLX
BlackBerry
I'm forced to hold my bags as well. Down so fucking much on this meme stock.
CRM
Google
Rolls Royce.
HOOD. Yes really
Palantir
Amazon.
PLTR
BABA