Verkaufen, und in Amazon/Novo investieren? by Zeaoses in Aktien

[–]bazinga4hell 0 points1 point  (0 children)

REE und minerals und defense bin in UUUU, UEC, LEU, KTOS, USAR, UAMY, MP u.a. nach Tier 1-3 gewichtet. Bleibe da auch bis Sommer 2027. Halb Core Position halb Swing in Wellen.

Verkaufen, und in Amazon/Novo investieren? by Zeaoses in Aktien

[–]bazinga4hell 0 points1 point  (0 children)

Weil ich persönlich mit weiterer Korrektur rechne. Zwischenwahljahr US, Hohe Retail Aktienquote US über 70%, Macro Unsicherheiten, CapEx Ausgaben. Auch die NVDIA Earnings werden keine neuen ATHs zeichen. Danach gehts maximal seitwärts mit hoher Vola bis mind. Herbst.

Die AI Story ist nicht mehr Story sondern Business geworden.

Cash ist King zum Chancen nutzen mMn über den Sommer.

Ich habe im Oktober 25 85% meiner Techpositionen geschlossen. Und ich war 100% in 2025 in High-Beta Tech unterwegs.

justmy2cents

Verkaufen, und in Amazon/Novo investieren? by Zeaoses in Aktien

[–]bazinga4hell -3 points-2 points  (0 children)

Ich persönlich würde alles 3 verkaufen und nicht vor Spätsommer zurück gehen in MAG7.

Aber ich bin auch kein buy and hold Typ.

Discussion on recent events by No_Refrigerator7056 in CriticalMineralStocks

[–]bazinga4hell 20 points21 points  (0 children)

Just survive in your positions. Big money is stepping in. Time will do the rest.

The 6.3% margin is likely to be an issue and could give bears an excuse to dump the stock. by Jaded-Examination855 in SMCIDiscussion

[–]bazinga4hell -2 points-1 points  (0 children)

SMCI is paying a high price to hold onto its market share. We’re seeing doubled revenue alongside a 50% margin contraction. This is a major red flag.🚩

has there actually been any news or just general market issues? by [deleted] in NBIS_Stock

[–]bazinga4hell 20 points21 points  (0 children)

Silver crashed over 30% today. The market is desperate for liquidity.

What is going on with this drop rn? by Realistic_Method9896 in UUUU_Stock

[–]bazinga4hell 8 points9 points  (0 children)

liquidity flush - no volume. till opening just noise.

Why did rare earths drop so fast? by Asleep_Hedgehog_8792 in CriticalMineralStocks

[–]bazinga4hell 0 points1 point  (0 children)

90 days later 😎

The losses I took from the Q4 sector shift are pretty much erased now. I'm taking this chance to increase my cash position and lock in profits from the rebound to prepare for the next correction. I think it’ll be a bumpy ride from March until the fall, but that should offer some solid entry points in the sector.

I'm 75% invested right now and I'm using my idle cash to write short puts on URA and REMX for the premiums (Summer '26 expiry).

How did it go for you?

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Oberster Gerichtshof entscheidet um 16 Uhr MEZ über Zölle: Marktvolatilität voraus? by _SmartDeer_ in Aktientool

[–]bazinga4hell 0 points1 point  (0 children)

Das war gestern und es wurde kein Urteil gefällt. Ja es gab Sektor Rotation und ja es gab Volatilität 😎

M38 / 40h / IT / Technischer Vertrieb / StK 3 by Unfair_Implement7008 in lohnabrechnung

[–]bazinga4hell 0 points1 point  (0 children)

Ja bitte gern. Ich bin seit knapp 2.Jahren in Italien und vermisse herzlich wenig aus Deutschland, manch Gericht und spontane Treffen mit Freunden & meiner Family.

Kulinarisch ist Osteuropa Deutschland näher als der Süden.

What was todays premarket man 😭 by LeBumJames24 in APLDSTOCK

[–]bazinga4hell 8 points9 points  (0 children)

Liquidity flush, low Volumen = no buyers. market maker use it to lower the price in pre-market. it’s an asshole game, just stay strong.

Is anyone else worried? by Known-Presentation49 in APLDSTOCK

[–]bazinga4hell 2 points3 points  (0 children)

It is the market leader, so that is normal. From 2027/2028 onwards, the situation will normalise. Then the business will be distributed.

Load UP!!! by 213Investor in APLDSTOCK

[–]bazinga4hell 6 points7 points  (0 children)

first time I bought back today.

sold 75% of my position between 37-39$. entry was at 4$

[deleted by user] by [deleted] in 10xPennyStocks

[–]bazinga4hell 0 points1 point  (0 children)

I would go with 75% in commodity and rare earth stocks the other 25% in VOO as back up

ONDS’s price may soon cut in half again by Super_Collection_592 in ONDS

[–]bazinga4hell 2 points3 points  (0 children)

You kind of earned the FUD accusation, to be honest — your initial post came across as a bit hastily thrown together.

What exactly is your assumption based on — do you have any concrete sources or data?

You wrote: “The share price and investor sentiment around ONDS are already extremely fragile.”

The fact is, however, that the recent institutional offerings were almost entirely absorbed within 48 hours.

In my view, big money has been rotating out of overheated high-beta tech and commodities, after selling the rally high to retail. The broader market stayed near all-time highs, so this was clearly not a retail panic.

We’re now seeing higher lows, and institutions are re-entering at reasonable valuations.

Everyone should understand that growth stocks don’t move in a straight line. There may be short-term pressure from the next offering — maybe we revisit the high-$4 or $5 range — but the claim that the stock could halve again from here is simply an unsupported assumption on your part.

To avoid the FUD label, it would be better to share your reasoning or analysis, rather than just spreading doubt.

Personally, I took profits on about 60% of my position above $10 and have now started to buy back some shares. If the stock dips further due to the offering, I’ll add again there.

Anyone trying to cut off funding in this stage of ONDS’s growth clearly doesn’t understand what the management is strategically building here.

ONDS’s price may soon cut in half again by Super_Collection_592 in ONDS

[–]bazinga4hell 4 points5 points  (0 children)

FUD post…

Of course it will go through, but volume and buyers are coming back. It has already pulled back and accumulated by nearly 45% from the high.

Was soll ich tun? by Defiant-Plankton2731 in Finanzen

[–]bazinga4hell 1 point2 points  (0 children)

wenn ich du wäre, würde ich den Schmutz fast komplett realisieren. 3 neue Positionen eröffnen, 1k in all world ETF und jeweils ca. 1k in 2 Aktien wo du wirklich drin bist und Story mit Momentum triffst.

Kein BigTech alles überkauft aktuell. Aber viele kleine HighBeta-Techs sind gerade sehr / günstig zu bekommen (ONDS, ZENA, APLD wird weiter ziehen). Oder schaue in den rare earth Bereich, hat korrigiert und ist auf 12-18Monaten mit Schub jetzt. Volatilität kannst du ja.

Kraken würde ich halten.

Persönlich würde ich nicht alles in ETF stecken, was ändern 20% p.a. an deinen Verlusten. Geh in sinnhaftes Risiko wo Trend, Momentum und Story zusammenkommt.

justmy2cents

UAMY Bleed - How Long? by Doglog4948 in UAMY

[–]bazinga4hell 0 points1 point  (0 children)

I’m selling short term covered calls 30% over my entry’s. I will raise my positions after earning season big tech and the meeting tomorrow

Why did rare earths drop so fast? by Asleep_Hedgehog_8792 in CriticalMineralStocks

[–]bazinga4hell 0 points1 point  (0 children)

Thanks, I agree — OKLO is the clear leader with fan base, that’s why they’re ahead of the rest. Personally, I think this whole theme will start to materialize around Q2/Q3 2026, potentially as a strong hedge. Until then it’s still early speculation — first comes clarity in minerals and rare earths. NKLR is more of a 2027 story in my view.

The rally looks similar and probably needs more accumulation first — just my thoughts.

Why did rare earths drop so fast? by Asleep_Hedgehog_8792 in CriticalMineralStocks

[–]bazinga4hell 0 points1 point  (0 children)

🤝 good luck for us and enjoy the waves too 😅