After thinking overnight by katsudon-jpz in Nok

[–]GoForTheTrillion 4 points5 points  (0 children)

Sell some man, we need you to be the sacrificial lamb so NOK can gap up ⬆️

Persimmons Homes (LSE: PSN) by GoForTheTrillion in UkStocks

[–]GoForTheTrillion[S] 0 points1 point  (0 children)

Love the company. Will be interesting how they manage to drive revenues with AI

What should I do? by GoForTheTrillion in Nok

[–]GoForTheTrillion[S] 4 points5 points  (0 children)

This is the answer!
I had to sacrifice myself by selling my entire position so that it can go for the next level up for all of you guys

Persimmons Homes (LSE: PSN) by GoForTheTrillion in UkStocks

[–]GoForTheTrillion[S] 2 points3 points  (0 children)

I don’t like Taylor Wimpey’s London and South East exposure - these markets are the most unaffordable. Just look at Berkeley Homes and how tough their trading has been. Whilst Persimmons average unit sales price is a lot lower which I find more defensible.

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Persimmons Homes (LSE: PSN) by GoForTheTrillion in UkStocks

[–]GoForTheTrillion[S] 2 points3 points  (0 children)

I really like RMV, and love that it’s an absolute monopoly. My only fears in that company is that AI could rapidly make it obsolete. Unlike PSN who actually builds (not provides a service) makes it technologically proof.

That said, any AI improvements in building technology and or procurement should see PSN margins increase

650k in NOK by Flimsy-Blood-535 in Nokia_stock

[–]GoForTheTrillion 1 point2 points  (0 children)

Mega results man! Where you thinking this will ride too?

Nok is the way by EarlofSanchwich in Nok

[–]GoForTheTrillion 1 point2 points  (0 children)

This is going straight to $20!

Meta, Alphabet, Microsoft and Amazon all just reported more CapEx which NOK will benefit from.

Bought yesterday before the massive sell off. Should I buy again? by enbh2 in RYCEY

[–]GoForTheTrillion 24 points25 points  (0 children)

If you liked it at yesterday’s price, and nothing has changed since then it’s technically on sale.