NEW GAME: If you could only pick one stock for 2023

[Animal]

Damn, I’m up over 82% and still only in fourth place.

Its insane this year.

The UJR Mutual Fund (if you had picked every stock in the pool) is up about 90% this year.

[woohooguy]

Whats the score?

Animal, mind editing your first post of the thread to include maybe the 3 biggest winners and losers at this point?

[Animal]

Whats the score?

Animal, mind editing your first post of the thread to include maybe the 3 biggest winners and losers at this point?

the thread title is misleading. we started doing this competition several years ago. it runs for one year, to Dec 31st of the year. But, I didn't start a new thread last year and we started it from where we ended the competition in 2023. Soo,.,,,,, its confusing.

The winner last year was Nvidia. This year the runaway winner is ROOT. With Palintar in 2nd and then Nvidia again in 3rd place. We don't keep score, but if we did I'm sure whoever has ROOT would be way out in the lead. Most people change their picks each year so its always changing. And then when people die it complicates things.

[QillerDaemon]

Can I get in the start of next year?

I -may- have a little insider info...

[B-Tender]

Bitcoin is flirting with $100k. We will have to see if the Trump euphoria lasts, or ebbs after he's sworn in. I am long on Bitcoin for the record.

[CHEEZY17]

Let's get the UJR braintrust to work:

What companies are the primary suppliers to Space X? Who builds the components needed for his technology to work? These are the stocks I want to buy the shit out of.

[B-Tender]

Let's get the UJR braintrust to work:

What companies are the primary suppliers to Space X? Who builds the components needed for his technology to work? These are the stocks I want to buy the shit out of.

As private space firms like Elon Musk’s SpaceX and Jeff Bezos’ Blue Origin step up rocket production and development and more nations race to the moon, mid-size manufacturers that provide their equipment and supplies are reaping the benefits.

Satellite builder MDA, heat-transfer manufacturer Graham Corp. and aluminum maker Constellium all saw share gains of two-thirds or more last year, driven in part by the billions of dollars in private and government funding for space exploration and the creation of large-scale satellite networks.

The global space economy, which reached $546 billion in 2022 according to the Space Foundation, is projected to climb 41% over the next five years. The organization also found that commercial launches in 2023 grew by 50% over the previous year.

Many established manufacturers have welcomed the new sales opportunities.

https://www.seattletimes.com/business/s ... ortunities.

[CHEEZY17]

Let's get the UJR braintrust to work:

What companies are the primary suppliers to Space X? Who builds the components needed for his technology to work? These are the stocks I want to buy the shit out of.

As private space firms like Elon Musk’s SpaceX and Jeff Bezos’ Blue Origin step up rocket production and development and more nations race to the moon, mid-size manufacturers that provide their equipment and supplies are reaping the benefits.

Satellite builder MDA, heat-transfer manufacturer Graham Corp. and aluminum maker Constellium all saw share gains of two-thirds or more last year, driven in part by the billions of dollars in private and government funding for space exploration and the creation of large-scale satellite networks.

The global space economy, which reached $546 billion in 2022 according to the Space Foundation, is projected to climb 41% over the next five years. The organization also found that commercial launches in 2023 grew by 50% over the previous year.

Many established manufacturers have welcomed the new sales opportunities.

https://www.seattletimes.com/business/s ... ortunities.

Fuck. Check the chart: Graham Corp GHM literally skyrocketed after the election.

[disco.moon]

I gave all my money to a mystical cat in the forest.

[Antknot]

Trump expected to launch Bitcoin reserve, as the cryptocurrency nears $100,000


https://justthenews.com/politics-policy ... in-reserve

[CentralTexasCrude]

I gave all my money to a mystical cat in the forest.

Can I have some for food.

[Animal]

Let's get the UJR braintrust to work:

What companies are the primary suppliers to Space X? Who builds the components needed for his technology to work? These are the stocks I want to buy the shit out of.

As private space firms like Elon Musk’s SpaceX and Jeff Bezos’ Blue Origin step up rocket production and development and more nations race to the moon, mid-size manufacturers that provide their equipment and supplies are reaping the benefits.

Satellite builder MDA, heat-transfer manufacturer Graham Corp. and aluminum maker Constellium all saw share gains of two-thirds or more last year, driven in part by the billions of dollars in private and government funding for space exploration and the creation of large-scale satellite networks.

The global space economy, which reached $546 billion in 2022 according to the Space Foundation, is projected to climb 41% over the next five years. The organization also found that commercial launches in 2023 grew by 50% over the previous year.

Many established manufacturers have welcomed the new sales opportunities.

https://www.seattletimes.com/business/s ... ortunities.

Fuck. Check the chart: Graham Corp GHM literally skyrocketed after the election.

that article doesn't make any sense. It says that aluminum maker Constellium gained 2/3 last year. That stock didn't gain anything last year, its down. And its really down the past few months. In fact, its down over the past 5 years.

[CHEEZY17]

Let's get the UJR braintrust to work:

What companies are the primary suppliers to Space X? Who builds the components needed for his technology to work? These are the stocks I want to buy the shit out of.

As private space firms like Elon Musk’s SpaceX and Jeff Bezos’ Blue Origin step up rocket production and development and more nations race to the moon, mid-size manufacturers that provide their equipment and supplies are reaping the benefits.

Satellite builder MDA, heat-transfer manufacturer Graham Corp. and aluminum maker Constellium all saw share gains of two-thirds or more last year, driven in part by the billions of dollars in private and government funding for space exploration and the creation of large-scale satellite networks.

The global space economy, which reached $546 billion in 2022 according to the Space Foundation, is projected to climb 41% over the next five years. The organization also found that commercial launches in 2023 grew by 50% over the previous year.

Many established manufacturers have welcomed the new sales opportunities.

https://www.seattletimes.com/business/s ... ortunities.

Fuck. Check the chart: Graham Corp GHM literally skyrocketed after the election.

that article doesn't make any sense. It says that aluminum maker Constellium gained 2/3 last year. That stock didn't gain anything last year, its down. And its really down the past few months. In fact, its down over the past 5 years.

Yea, there are lots of options for aluminum. I'm still doing some research on suppliers but apparently GHM is going to factor in bigly based on that jump after election day.

[B-Tender]

Let's get the UJR braintrust to work:

What companies are the primary suppliers to Space X? Who builds the components needed for his technology to work? These are the stocks I want to buy the shit out of.

As private space firms like Elon Musk’s SpaceX and Jeff Bezos’ Blue Origin step up rocket production and development and more nations race to the moon, mid-size manufacturers that provide their equipment and supplies are reaping the benefits.

Satellite builder MDA, heat-transfer manufacturer Graham Corp. and aluminum maker Constellium all saw share gains of two-thirds or more last year, driven in part by the billions of dollars in private and government funding for space exploration and the creation of large-scale satellite networks.

The global space economy, which reached $546 billion in 2022 according to the Space Foundation, is projected to climb 41% over the next five years. The organization also found that commercial launches in 2023 grew by 50% over the previous year.

Many established manufacturers have welcomed the new sales opportunities.

https://www.seattletimes.com/business/s ... ortunities.

Fuck. Check the chart: Graham Corp GHM literally skyrocketed after the election.

that article doesn't make any sense. It says that aluminum maker Constellium gained 2/3 last year. That stock didn't gain anything last year, its down. And its really down the past few months. In fact, its down over the past 5 years.

Yea, there are lots of options for aluminum. I'm still doing some research on suppliers but apparently GHM is going to factor in bigly based on that jump after election day.

I think this is smart. Also look into companies than make products for law enforcement, like Axon. I also think most people should have some exposure to crypto.

[Animal]

Let's get the UJR braintrust to work:

What companies are the primary suppliers to Space X? Who builds the components needed for his technology to work? These are the stocks I want to buy the shit out of.

As private space firms like Elon Musk’s SpaceX and Jeff Bezos’ Blue Origin step up rocket production and development and more nations race to the moon, mid-size manufacturers that provide their equipment and supplies are reaping the benefits.

Satellite builder MDA, heat-transfer manufacturer Graham Corp. and aluminum maker Constellium all saw share gains of two-thirds or more last year, driven in part by the billions of dollars in private and government funding for space exploration and the creation of large-scale satellite networks.

The global space economy, which reached $546 billion in 2022 according to the Space Foundation, is projected to climb 41% over the next five years. The organization also found that commercial launches in 2023 grew by 50% over the previous year.

Many established manufacturers have welcomed the new sales opportunities.

https://www.seattletimes.com/business/s ... ortunities.

Fuck. Check the chart: Graham Corp GHM literally skyrocketed after the election.

that article doesn't make any sense. It says that aluminum maker Constellium gained 2/3 last year. That stock didn't gain anything last year, its down. And its really down the past few months. In fact, its down over the past 5 years.

Yea, there are lots of options for aluminum. I'm still doing some research on suppliers but apparently GHM is going to factor in bigly based on that jump after election day.

cherry picking stocks always has its place. but i think i would put the majority into good funds. VOO for example.

[woohooguy]

I gave all my money to a mystical cat in the forest.

LMAO

[B-Tender]

Bitcoin broke $100k last night.

[CHEEZY17]

are they going to be financially liable for the costs of any of the damage? I didn't read the article, but I saw one today that was talking about the costs of that outage.

Yes, they very well could be. Our own company was brought down Friday morning due to this business. About 80% of our total world-wide workstations were brought down. At this point, we have almost 90% of those back up and running normally. The others were not harmed by the CrowdStrike update since they were either off or isolated from the network. CS hit early Friday morning, and it didn't actually take them long to realize there was a big problem and correct it, so a lot of workstations were spared. But those workstations hit, it created many blue recovery screens all around, since so many of our systems have 24/7 uptime. And due to the nature of our business, we need CS, as does our largest competitors who also got hit with similar results. To be on our company's network in whatever fashion, the CS client specific to our company needs to be installed. Simple and no bullshit.

If your company does not have a CS account, you did not get hit, and you wouldn't have. This only affected huge companies with security needs that CS offers. I won't go into what I know about the update, but if you know anything about deep programming, especially system programming, you've probably heard of a "null pointer" and the effects it can have in "Ring 0". This blue recovery screen was actually a good thing, it kept a lot of systems from being in a bad state that might have allowed malware and network attacks. That's a large part of what CS protects against. And it was a single file that caused it. But getting to that file has been the major headache, the other network security options we use like Microsoft's BitLocker got in the way. It should be noted this only affected Windows computers, which is why Microsoft got blamed at first. It did not affect CS programs for non-Windows operating systems like the Mac and Unix/Linux, which account for a good number of those systems unaffected.

As for liability, most companies our size have IT insurance to tide against lost of income and the costs of getting a company's IT back up. But only to a relative degree. If it goes beyond such coverage, then CS certainly can be brought to pay. I wouldn't envy being an employee of CS right now. But CS is going nowhere, and I doubt seriously this will hamper their overall business much. In a month of so, it will be mostly forgotten other than by the legal and finance teams. The rest of us will remember in a faint haze about that week back in July of 2024, the way we recall similar other nasty situations where we had long sleepless days and nights manually restoring our company computers. We did our jobs and moved on.

Based on QD's clear and concise recommendation here to buy more stock, I'm going to treat this as a buying opportunity. Dont let me down QD!

FTR:
Bought 10 additional shares at the dip for about 258. It's now at 358 or very near to what it was before the um, "accident".
QD, if we ever meet I'm buying dinner

[B-Tender]

are they going to be financially liable for the costs of any of the damage? I didn't read the article, but I saw one today that was talking about the costs of that outage.

Yes, they very well could be. Our own company was brought down Friday morning due to this business. About 80% of our total world-wide workstations were brought down. At this point, we have almost 90% of those back up and running normally. The others were not harmed by the CrowdStrike update since they were either off or isolated from the network. CS hit early Friday morning, and it didn't actually take them long to realize there was a big problem and correct it, so a lot of workstations were spared. But those workstations hit, it created many blue recovery screens all around, since so many of our systems have 24/7 uptime. And due to the nature of our business, we need CS, as does our largest competitors who also got hit with similar results. To be on our company's network in whatever fashion, the CS client specific to our company needs to be installed. Simple and no bullshit.

If your company does not have a CS account, you did not get hit, and you wouldn't have. This only affected huge companies with security needs that CS offers. I won't go into what I know about the update, but if you know anything about deep programming, especially system programming, you've probably heard of a "null pointer" and the effects it can have in "Ring 0". This blue recovery screen was actually a good thing, it kept a lot of systems from being in a bad state that might have allowed malware and network attacks. That's a large part of what CS protects against. And it was a single file that caused it. But getting to that file has been the major headache, the other network security options we use like Microsoft's BitLocker got in the way. It should be noted this only affected Windows computers, which is why Microsoft got blamed at first. It did not affect CS programs for non-Windows operating systems like the Mac and Unix/Linux, which account for a good number of those systems unaffected.

As for liability, most companies our size have IT insurance to tide against lost of income and the costs of getting a company's IT back up. But only to a relative degree. If it goes beyond such coverage, then CS certainly can be brought to pay. I wouldn't envy being an employee of CS right now. But CS is going nowhere, and I doubt seriously this will hamper their overall business much. In a month of so, it will be mostly forgotten other than by the legal and finance teams. The rest of us will remember in a faint haze about that week back in July of 2024, the way we recall similar other nasty situations where we had long sleepless days and nights manually restoring our company computers. We did our jobs and moved on.

Based on QD's clear and concise recommendation here to buy more stock, I'm going to treat this as a buying opportunity. Dont let me down QD!

FTR:
Bought 10 additional shares at the dip for about 258. It's now at 358 or very near to what it was before the um, "accident".
QD, if we ever meet I'm buying dinner

Congrats. It wasn't worth the uncertainty to me to hold.

[disco.moon]

I want to go with REV (Revlon). I read years ago that in times of American strife, women buy more lipstick. I'm going with that.

[disco.moon]

Are we doing this anymore? I might actually want to do something. I don't know anything, other than what i can read and learn.

[disco.moon]

Nooo. Nevermind.

[CHEEZY17]

Interesting chart:
GEO. It's a private detention company. It's more than doubled since the election.