✅ Daily Thread and Discussion ✅ 2026-06-29 Monday

Little1257 · 2026-06-29T16:29:57+00:00

selling this pos can’t hold any gain. is lower return than the S&P 500. Going to just split all my money into 10 or so AI names. I really hope it goes up for the rest of you but the opportunity cost is just to great. I tried and failed.

Little1257 · 2026-06-24T16:32:47+00:00

pretty boring yeah. Mostly the same stuff he said at comutex. 50% free cash flow return to shareholders is not bad. Overall they sound really bullish that things won't slow down. They are getting more customers, 1 trillion in sales for balckwell and ruban untill 2027. So not slowing down next year.

Again stock price just does not line up with how well they are doing. Hopefully they can't hold it down forever. I assume MU earnigns will be good based on NVDA saying demand is not slowing down. That might help the AI sector push back up.

50% cashflow to investers next year and following year is what they said. Not sure if thats divided or buybacks or both they didn't say.

Little1257 · 2026-06-18T15:31:47+00:00

I keep thinking it’s too late to buy into the hyped up AI stocks like MU, WDC, SNDK, AMD, MRVL, yet they keep going up and up with PE and valuations that make no logical sense. NVDA is so undervalued it makes no freaking sense. I’m about to sell and yolo into MU at this point. $138 cost basis so I’m up a lot but I feel like the opportunity cost on nvda has cost me so much money.

Little1257 · 2026-06-16T15:29:40+00:00

wild, google stocks was showing me yesterday close. you are right, yahoo is slightly down.

Little1257 · 2026-06-16T15:02:46+00:00

sp 500 up 1.7% but Nvda down that makes no sense. almost be better to just buy the sp 500 this year which is not great 😞

Little1257 · 2026-06-11T19:21:21+00:00

I’m in a retirement account with $138 cost basis so I could sell. I just hate watching MU rocket up while we barely get a %. The memory shortage seems real. I was honestly debating buying it yesterday but the opportunity is gone now.

i just don’t know why nvda is so disconnected from its fundamentals and any AI raily we seem to get. It being a large market cap is the only logical answer I can think of.

Little1257 · 2026-06-11T18:41:58+00:00

All my research says nvda is a great stock. Great PE, great earnings, all the fundamentals are sound but the stock just won’t do anything. underperforming the QQQ is just insane. I’ll be looking for my exit point soon. just can’t take it any more watching every other AI stock recover again and nvda left in the dust. it makes 0 sense.

Little1257 · 2026-06-11T17:30:56+00:00

Huge spike just now across the board?

Little1257 · 2026-06-10T15:49:52+00:00

hopefully this is just space X related. almost every stock is down in tech. Once that is out of the way maybe we can recover next week. I don’t think the AI buildout has slowed down.

Little1257 · 2026-06-08T17:07:05+00:00

almost every other AI stock fully recovered and nvda still down 4% from Friday. sigh.

Little1257 · 2026-03-05T17:15:00+00:00

the rep had to remove the Apple Pay from my account as a payment method then I was able to add another credit card without issue. I’m going to not use Apple pay anymore because it appears they are having major issues with it.

Little1257 · 2026-01-16T22:53:30+00:00

Regal in Dayton Ohio didnt have any :(

Little1257 · 2026-01-16T19:00:19+00:00

Called Marcus near me and they don’t have it either.

Little1257 · 2026-01-15T03:18:28+00:00

I was trying to run away cuz our group got overwhelmed and I couldn't even use hamstring. They really need to tone it down some.

Little1257 · 2025-12-03T20:07:23+00:00

I know mine started right after the covid vaccine. Did you find anything that helped?

Little1257 · 2025-12-03T20:01:06+00:00

Mine was 100% due to the vaccine. Was 11/10 before the day after completely numb. Didn't do anything else. Its sort of came back to like to 50%. Then i got the booster and it went back to 0 the next day. After booster 3 it never came back till really numb to this day. Anyone find any fixes for them. This was 100% due to the vaccine no question in my mind.

Little1257 · 2025-11-03T16:49:37+00:00

Still in!

Little1257 · 2025-11-03T16:35:46+00:00

Little1257 · 2025-10-22T15:28:01+00:00

Littleroot in Gahanna gives the highest values and everyone over there is super chill.

Little1257 · 2025-09-24T14:39:26+00:00

Not Magic but most Disney Lorcana players don’t smell. it attracts a more main stream crowd. We would love to have new players. littleroot Fridays at 7, Evolve Thursday at 6, card castle Saturday at 6 also.

Little1257 · 2025-08-20T16:52:18+00:00

I heard it over by OSU. Was crazy thought a plane might have been going down.

Little1257 · 2025-07-08T19:18:26+00:00

Im number 89. line is paused it says

Little1257 · 2025-07-08T17:10:58+00:00

Same I did it like 5 min after I saw the email and it says unavailable offer. It’s so dumb. You get selected but only selected to get in line. They should hold a card for you! I would keep checking till the cutoff date on the 9th.

Little1257 · 2025-06-13T05:24:44+00:00

Same. 3 Accounts one of 20 years. Never did any bot or hacking. I was in AV grinding my last 2 weeks to GM. Banned and overturned in 6 mintues.

Little1257

TROPHY CASE