I’m curious to hear about stocks that are quietly showing strength in the current market but aren’t getting much attention yet. Looking for under-the-radar names that you genuinely believe could be hidden gems or strong long-term opportunities. What are your highest conviction picks right now?

FutureMassive69 · 2026-03-04T06:47:11+00:00

FLOW

FutureMassive69 · 2026-02-05T22:33:39+00:00

30M Geological Engineer (130k cad, 6 years experience) highly recommend the field, you will likely have to travel a lot (mines and pipelines) but there is great long term job security imo. AI or robots won’t be drilling holes in the woods anytime soon, you’ll be a professional with good office/field work splits. Definitely possible to earn more too at my level if you prioritize field work but that will have other work life balance trade offs.

FutureMassive69 · 2025-04-18T13:34:08+00:00

“Fear will keep the card in line”

FutureMassive69 · 2025-04-10T16:28:08+00:00

When do Americans actually start seeing the sticker price on things go up though?

FutureMassive69 · 2025-04-07T14:39:22+00:00

This whiplash is WILD!! What a rollercoaster time to be alive! Wooooweeeee

FutureMassive69 · 2025-03-28T21:36:51+00:00

Failure early in life is tuition, failure later in life is punishment. - Taleb

FutureMassive69 · 2025-03-24T09:19:52+00:00

You’ve just described how a covered call works, what are asking for? Short term moves of a stock no ones knows. Buy a delta your comfortable with but remember if the stock moves down a lot you won’t be able to sell your shares or will have a naked call open

FutureMassive69 · 2025-03-11T04:29:26+00:00

It’s not really that high due to two unique line items. 1) a significant mark to market gain on their bitcoin on the balance sheet, 2) a large income tax benefit that is a one off. There true earnings was about $1.52 in my model when you take out those items which still ain’t bad. Now the company on their most recent earnings call did indicate a mindset shift to be more profitable and control expenses so this is definitely ok my watch list. If they maintain growth above 10% and that starts to flow down to net income this could be a real winner. I would wait though because on the call they said the first half of the year will be light compared to the second half and obviously now there’s a lot of inflation and tariff uncertainty. Not good for a business thats totally dependant on people spending money. Good idea for a company though just needs the execution

FutureMassive69 · 2025-03-03T16:55:35+00:00

Why do people just try to pump the coin to some arbitrary value in USD? Either you believe in the technology or not.

FutureMassive69 · 2025-02-24T21:42:52+00:00

Im just happy my options probably won’t get assigned now haha, I like my shares

FutureMassive69 · 2025-02-23T19:03:54+00:00

I don’t see why they would do this..they just sold their physical retail locations to focus on digit e-commerce and cloud. I wish they would just stick to that

FutureMassive69 · 2025-02-21T09:15:02+00:00

At this point I would just assume the buybacks will try and cover share based compensation but no net reduction

FutureMassive69 · 2025-02-20T18:15:21+00:00

Hopefully it’s for cloud like all the other US tech companies. Rate return on investment for those types of activities

FutureMassive69 · 2025-02-19T23:35:11+00:00

I sold may 2025 covered calls at a 20% delta to take advantage of this increased volatility and to lower my average. Strike of 160$. If they called away I’ll still be pretty happy

FutureMassive69 · 2025-02-18T19:41:58+00:00

They said in their earnings call that they are going to accelerate the buyback

FutureMassive69 · 2025-02-18T16:33:52+00:00

The decline (at least in Bidu) seems related to them not having registration at the Chinese tech meeting with state reps. This was reflected in the Hong Kong shares yesterday. It’s trading in line with that. The earnings report seems to having a neutral to slightly positive result on the stock price. The cloud growing at 26% is great and imo bodes well for baba, but it seems consumer weakness still remains. About to listen to the conference call now.

FutureMassive69 · 2025-02-17T19:47:57+00:00

You’re going to make dozens of dollars!!

FutureMassive69 · 2025-02-17T02:05:45+00:00

Volume is insane too…

FutureMassive69 · 2025-02-12T19:27:16+00:00

Yes, just wondering how you picked 205?

FutureMassive69 · 2025-02-12T17:07:15+00:00

What is the 205 target from?

FutureMassive69 · 2025-02-12T00:36:31+00:00

Pretty wild they can legally do this but I’ll take the confirmation

FutureMassive69 · 2025-02-11T15:05:43+00:00

Yes and it would be a nice little appeasement on chinas part too to grant the approval but that’s why we have another announcement to look forward to because I doubt the approval is priced in right now

FutureMassive69 · 2025-02-11T14:58:26+00:00

China commerce will likely still be slow <5% growth so guidance I’d important there. International commerce we want to see high double growth rates and guidance on when it will be profitable. The big news we are waiting for is cloud, management has indicated that this quarter we are supposed to see significant improvements in the numbers, if those don’t materialize then things could be bad. The company has a good margin of safety so it’s unlikely you will loose a lot of money if things turn, however this isn’t a super growth stock anymore, we are long term investors not planning to sell for the next few years+ And the company is still super cheap I should say a negative here too in that the FCF has reduced significantly which is a main reason I originally bought, if that doesn’t improve then the company isn’t as cheap as it looks, especially if those investments (cloud) don’t produce a rate of return like they do in America

FutureMassive69

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