Author: pluginever
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These are the stocks on my watchlist (7/8)
Hi! I am an ex-prop trader who trades equities. This is a daily watchlist for trading. I might trade all the stocks on here, or none of them, on any given day. I might trade stocks that do not appear on here! I hold no positions in any stocks long-term but Amazon/Mag7/general broad market indices.…
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CMPS a play with the Lykos debacle?
There has been a lot of buzz in the psychedelic space the last couple years. With this stock posting phase 3 results in Q4 I wonder if this is a buyout play with big pharma? They seem to be putting people with pharma backgrounds in key leaderships spots within the company. What do you think?
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Ben Thompson (Stratechery) commentary on recent EU big tech actions (Apple, Meta, NVIDIA)
https://stratechery.com/2024/the-e-u-goes-too-far/ In short, the E.U. either has or is about to cross a critical line in terms of overplaying its hand: yes, most of tech may have been annoyed by their regulations, but the economic value of having one code base for the entire world meant that everyone put up with it (including users outside…
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How to determine your exit strategy for each stock?
I am just getting back into stock trading and I would like to know how you guys develop your exit strategy for your stocks? For example I have an enbridge exit for 2028 as a lot of their projects start in 2026 according to morningstar. I am having trouble with Amd as I either exit…
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How to surpass the fear of selling?
Long story short: I have some unrealised gains on stocks that I bought time ago (AMAT and ASML). I was multiple times on the verge of selling (totally or partially) to realise gains that I could invest in another opportunity with better potential. However, every time one of these opportunities came up, I ended up…
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Paramount agrees to merge with Skydance
Paramount Global will merge with Skydance, capping off a months-long negotiation that included various twists and turns, and will see the Redstone family step away from control of the storied movie studio and media company. Paramount’s special committee agreed to the merger on Sunday, days after Shari Redstone’s National Amusements, the controlling shareholder of Paramount,…
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Chipotle (CMG) – still a good long term play?
Hey everyone, didn't see any threads recently about post-split sentiment on Chipotle stock. Wondering what you guys think about Chipotle being a long-term play now that it has been split for a couple of weeks. It's currently trading at sub $60, so my question is: Chipotle's run up over the last 5 years has been…
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Coinbase, too much or too little Momentum? Help me understand the risks
I think everyone here is familiar with Coinbase. Hot stock, correlated with crypto prices. I made the mistake of not looking deeper into the business early 2023. Now I'm going deeper into the business model. Three catalysts in the past few weeks caught my attention. Each brings their risk/reward scenario. Before diving in, I'll say…
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Skydance and Paramount will merge. Paramount class B share will be bought at $15. Why would the market react badly at the news?
Skydance will buy Redstone’s holding company. Afterwards, it will merge with Paramount Global. The current owner of class B share can either sell their share at $15, or receiving a share of the new company. And the stock drop 5% at opening hour. What am I missing here?
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Where can i find ‘latest’ stock market news
I need to figure out a way to get to stock market stories within the first 15 minutes of them breaking. All news sites are late. I need this access from journalism point of view not trading. Any idea what i should do?