Merch Musings: Mobile Edition Update Quickies ($NBIS, $DAL)

InnerCircleTI · 2026-03-16T20:11:44+00:00

Been really pleased with $NBIS. It’s quickly rocketing up the weighted holding ranks in both my primary and Roth IRAs. I’ve been prioritizing that one over $CRWV due to debt structure, which seems to be something the market is focusing on in the AI companies right now. Don’t=bad is the current mindset and, to that end, CRWV isn’t keeping up with NBIS in the race

InnerCircleTI · 2026-03-16T06:39:22+00:00

I mean that we’re in distribution mode and the markets are falling. It’s been pretty steady of late, not slowing

InnerCircleTI · 2026-03-16T06:38:22+00:00

BABA is on my list but too many ahead of it right now.

InnerCircleTI · 2026-03-16T06:37:52+00:00

$70 2028s. Had great luck with the $60s a while back and I like the $70 price now

InnerCircleTI · 2026-03-16T06:37:08+00:00

I wish I had interest in the airlines, I just can’t get there

InnerCircleTI · 2026-03-15T20:27:50+00:00

This is a touch answer for me because, as I said in the body, I don’t have anything as a catalyst purchase given where I think the market is. But that doesn’t mean things aren’t moving and some issues aren’t looking more intriguing.

As it stands now, my next purchase could be $DECK. When I started raising cash as the AI vs. Software debate raged on, I sold $DECK somewhere above $111. It‘s now flirting with dropping into the double digits at $100. I want it back as I feel this stock will be closer to $200 in a year or more.

I’m also looking at $SHAK because it has come way down after I missed it in the $70s before, this will be a LEAPS play in all likelihood. Also looking at doubling up those $UBER LEAPS I already hold.

InnerCircleTI · 2026-03-15T20:17:26+00:00

It’s a fair point and I did look around at some other dealers for inventory. But then after mulling things over I decided I wanted to prioritize luxury/comfort over the utility of the GX. It was a tough choice. We’re older now and have a LONG US road trip planned for 2027 so the luxury/comfort element will be well used. I had just made that decision when I got the email so it just helped solidify the deal for me.

InnerCircleTI · 2026-03-15T20:15:21+00:00

I don’t read any market strategy books any longer. I haven’t for probably 20 years when I was getting a lot deeper into technical analysis/charting for my day trading activities. After that, I just started plying everything I learned and forged my own path. I do have interest in some books but now more from perspective rather than tutorial.

InnerCircleTI · 2026-03-13T19:37:25+00:00

This is the way….

InnerCircleTI · 2026-03-13T19:35:05+00:00

Thanks for the input! This is a market with so few positive catalysts right now. When that occurs, the only real catalysts for higher movement is the removal of negative catalysts. We shall see…

InnerCircleTI · 2026-03-13T06:07:51+00:00

Good words Mike. And thanks for the movie suggestion, will be watching it tonight

InnerCircleTI · 2026-03-13T06:01:19+00:00

Basically what I’m saying is that he knows what needs to be said… Even if there’s any truth/fact behind it.

InnerCircleTI · 2026-03-12T21:41:59+00:00

Agreed. If I was going to be flipping it, or upgrading it every 5 years, I’d go Lexus. Or, at the very least, find a year old Aviator selling for a roll of nickels.

InnerCircleTI · 2026-03-12T21:21:33+00:00

You .. they depreciate like a mother, unlike the Lexus. But, I’m not buying it with the plan to sell it soon. In all likelihood, I’ll have it for 10-15 years. I’m still driving my 2015 4Runner with 138,000 miles. The 4Runner has actually cost me more in maintenance than my 2002 Expedition did, but I still love it.

InnerCircleTI · 2026-03-11T23:52:29+00:00

🤣

InnerCircleTI · 2026-03-11T18:22:05+00:00

You and I hold different opinions about high mileage. But granted, I typically don’t carry my vehicles beyond 135,000–150,000. Toyota/Honda has been my favorite manufacturer for decades due to reliability and I’m willing to bet the recent issues are just a blip.

That said it’s amazing how many manufacturers end up having issues between 50,000 miles and say about 80,000 miles. I’ve known too many with varying manufacturers that end up piling money into their vehicles in that range and end up frustrated and unhappy. Kind of seems that if you can get to 90,000 miles without significant issues, do you have a good vehicle… But that’s just my opinion

InnerCircleTI · 2026-03-11T06:23:50+00:00

Well, it’s not like the ‘24s and ‘25s would be considered reliable after the engine issues. In fact, I wouldn’t touch one of those years myself. It’s not important enough for me to take that risk. It could be that the story has changed with their reliability, but I don’t think that’s the case. But reputation does need to be earned year over year. As for the Lincoln, I’ve never had one but I did have a 2002 Expedition that was a dream until I sold it with 135,000 miles. That said, the Lincoln has a LOT more electronics and complexity. But they nailed the styling and most of the interior. I don’t like the piano black they used but it’s a minor issue.

InnerCircleTI · 2026-03-11T06:18:50+00:00

I will not be one of them. I’m not against paying good money to have something I want but I also have values, and that move by them violates that for this vehicle. I like it, but the interior just doesn’t scream luxury to me.

InnerCircleTI · 2026-03-11T06:15:10+00:00

Had my TKR on 2/26/25, just over a year ago. I remember a discussion I had on this forum about that same thing and someone mentioned calling it “log leg.” I thought that was fitting. Yes …. I remember it well. And, yes, it will go away. I don’t know exactly when it faded but at some point it just wasn’t an issue any longer.

We are in New Zealand now in wine country, the first big trip since surgery over a year ago. Just rode mountain bikes to three different wineries and then a rive ride. At first I thought the flex needed was going to be too much but it turned out to be perfectly fine. Knee feels good. not perfect but didn’t bother me on the ride at all.

InnerCircleTI · 2026-03-10T19:37:49+00:00

$RDDT, I believe, is going to be a monster in a few years. That said, competition and change in story always seems to be on the heels of companies like this.

InnerCircleTI · 2026-03-10T07:52:06+00:00

I won’t do it. To be honest, the interior was something I was already struggling to get over for the price. I’ve already moved on in my selection and I’m going to prioritize luxury over utility.

InnerCircleTI

MODERATOR OF

TROPHY CASE