Stock Market/Investing/Day Trading/Speculative Trading Thread

[jaihawk]

I've approved you 2... It's crazy, I didn't realize that I first found out about this 3 years ago and had signed up for it back then. Maybe, just maybe this thing will take off and I'll actually have gotten in on the ground floor of something for once! Nah, with my luck it'll just end up being a big fat burger, but hey, a guy has to dream...

 

[Faux Sean Callahan]

Fwiw between Todayi and Tuesday there have been almost 700k options on Ford traded with almost 90% being calls

 

[God is a Husker]

Fwiw between Todayi and Tuesday there have been almost 700k options on Ford traded with almost 90% being calls

I can only think of 2 reasons why.

1.) Biden is giving Ford some sort of stimulus money so Ford can sell the new electric F150 (currently with a $60k or $40k option) at their Gasoline model price of $30k or cheaper. Ford sells almost a million F150s every year, the entire US auto industry currently averages around 250,000 electric vehicles total per year. If Biden pays Ford to essentially sell the new electric F150 at a huge loss BUT at a price point that consumers would purchase it would likely sell more electric F150s than all others combined. Huge feather in the hat for Biden and the global warming lovers of his party. Ford would also benefit by being gifted a corner of the market over their competitors via Government money. Tale as old as time.


2.) A much more likely scenario. Last month Ford announced the movement of an Ohio plant to Mexico. They now got an off the record Biden saying he won't put up a stink if they ship even more operations to Mexico. Biden says he is super pro union but the man is a Swamp creature 100%, the American blue collar worker is a gross animal to beltway politicians. The last move from Ohio to Mexico shifted slightly over 1 Billion. Ok ok, its Ford not a huge deal... but now if Biden gave them the go ahead and they move like 3 or 4 of that level of operations to Mexico the balance sheet is gonna be showing way less overhead which means lots of options for Ford. (ability to carry more credit/debt, dividends, buy outs, etc etc)



Anyways, just put an order in for 100 shares at 12.60 cuz fuck it Go Big Red

 

[Faux Sean Callahan]

I can only think of 2 reasons why.

1.) Biden is giving Ford some sort of stimulus money so Ford can sell the new electric F150 (currently with a $60k or $40k option) at their Gasoline model price of $30k or cheaper. Ford sells almost a million F150s every year, the entire US auto industry currently averages around 250,000 electric vehicles total per year. If Biden pays Ford to essentially sell the new electric F150 at a huge loss BUT at a price point that consumers would purchase it would likely sell more electric F150s than all others combined. Huge feather in the hat for Biden and the global warming lovers of his party. Ford would also benefit by being gifted a corner of the market over their competitors via Government money. Tale as old as time.


2.) A much more likely scenario. Last month Ford announced the movement of an Ohio plant to Mexico. They now got an off the record Biden saying he won't put up a stink if they ship even more operations to Mexico. Biden says he is super pro union but the man is a Swamp creature 100%, the American blue collar worker is a gross animal to beltway politicians. The last move from Ohio to Mexico shifted slightly over 1 Billion. Ok ok, its Ford not a huge deal... but now if Biden gave them the go ahead and they move like 3 or 4 of that level of operations to Mexico the balance sheet is gonna be showing way less overhead which means lots of options for Ford. (ability to carry more credit/debt, dividends, buy outs, etc etc)



Anyways, just put an order in for 100 shares at 12.60 cuz fuck it Go Big Red

Yaaa I put a nice position in at 4.60 iirc back in the middle of the pandemic

 

[Drue629]

I signed up too

Same

 

[God is a Husker]

Yaaa I put a nice position in at 4.60 iirc back in the middle of the pandemic

I wasn't on the MB anymore to brag about it but I bought PENN at $4.52 and again at $7, sold it all at the end of March right as it started to drop. (held it 370 days baby, long term capital gain life)

made $94,000.... which for me is YUGE because my TD Ameritrade account usually sits around $20-30,000 total value. Win some, lose some, just for fun. Its basically like a Bookie, before I bought a little over $4,000 of Penn my previous biggest order was maybe $1,500.

So that 94k was out of nowhere, bought my wife an Infiniti Qx80 because she was begging for one for all of 2020. (hated spending money on a Japanese vehicle...I remember Pearl Harbor. Plus the vehicle is the color of sperm, appalling.)

 

[Faux Sean Callahan]

I wasn't on the MB anymore to brag about it but I bought PENN at $4.52 and again at $7, sold it all at the end of March right as it started to drop. (held it 370 days baby, long term capital gain life)

made $94,000.... which for me is YUGE because my TD Ameritrade account usually sits around $20-30,000 total value. Win some, lose some, just for fun. Its basically like a Bookie, before I bought a little over $4,000 of Penn my previous biggest order was maybe $1,500.

So that 94k was out of nowhere, bought my wife an Infiniti Qx80 because she was begging for one for all of 2020. (hated spending money on a Japanese vehicle...I remember Pearl Harbor. Plus the vehicle is the color of sperm, appalling.)

 

[God is a Husker]

Yaaa I put a nice position in at 4.60 iirc back in the middle of the pandemic

no jinx but looking nice today up to 13.17, what is your sell point?

 

[Faux Sean Callahan]

no jinx but looking nice today up to 13.17, what is your sell point?

I've trimmed my cost basis out so I'm just letting it run till I don't like the thesis behind it.

 

[Faux Sean Callahan]

no jinx but looking nice today up to 13.17, what is your sell point?

More call buying on Ford

 

[Faux Sean Callahan]

my holdings
-Costco
-nvda
-CRM
-snowflake

These are actually some of my bigger holdings.

Snowflake is in my speculative bucket so I don't have a huge position here.

Watch list
-okta
-American Eagle
-Gap

I also think Toll brothers is one to pay attention to. One of the big macro leading indicators is home building permits. If that is coming down it can be an indication of a pull back coming. So don't care as much about the company, but looking for the macro trend.

 

[Huskersballz]

 

[Faux Sean Callahan]

Pretty bullish sign for tsla

 

[Faux Sean Callahan]

 

[Faux Sean Callahan]

 

[God is a Husker]

if that guy had glasses I'd take it as a sign to by YUM... so close

 

[Faux Sean Callahan]

if that guy had glasses I'd take it as a sign to by YUM... so close

Ya don't like his style, but he is a husker fan and a top 100 trader.

 

[Faux Sean Callahan]

Somebody is bullish on Twitter

 

[Faux Sean Callahan]

Ba looking bullish as well

 

[Faux Sean Callahan]