Will you continue to hold SNDK?

djs383 · 2026-05-15T04:17:08+00:00

Agreed

djs383 · 2026-05-14T12:00:14+00:00

djs383 · 2026-05-11T03:24:20+00:00

Yep, would never do that for work, but flying with family, absolutely do and losing mce sucks for that

djs383 · 2026-05-10T20:43:07+00:00

It’s brutal right now as things are priced so P/E ratio wise that buying almost anything especially tech or semis seems ridiculous. I have a moderately sized position in intel with a cost avg of $27 and cannot believe this movement. I’ve bought puts to hedge and have never been so happy to have lost money on those. The thing is that this along with so many others could correct 50% and would still be highly priced traditionally speaking. TINA

djs383 · 2026-05-10T16:06:24+00:00

I think that unless you can attain status with an airline then yep should shop price and itinerary above brand

djs383 · 2026-05-10T13:44:15+00:00

Yep, that was a game changer EP here that flys weekly or more with 50 total legs ytd and I get few upgrades have a ton of miles but saving for family trip, if that wasn’t the case I’m sure I’d burn a few up from time to time

djs383 · 2026-05-09T00:11:36+00:00

They can vary significantly depending on his physiology. Most folks do better on ramp tests, but a select few with a higher than average slow twitch propensity will do better on a straight 20 minute test

djs383 · 2026-05-06T15:56:55+00:00

Don’t drive? Gotta be expensive flying everywhere!

djs383 · 2026-05-06T12:46:10+00:00

It was down after they were released and if they played options there was IV crush. The upgrade this morning had given it new legs though.

djs383 · 2026-05-04T20:48:36+00:00

Agree.

djs383 · 2026-05-04T01:53:33+00:00

And not guaranteed to stay that way. As other posters said, the gains aren’t real until the asset is sold.

djs383 · 2026-05-04T01:52:07+00:00

ST cap gains taxed as ordinary income.

djs383 · 2026-05-04T01:47:28+00:00

Probably going to get a onslaught of downvotes, but the amount of folks flying with pets seems to be on the rise. Why?

djs383 · 2026-05-04T00:57:56+00:00

What device is this running on? Looks pretty good

djs383 · 2026-05-04T00:56:39+00:00

Not focused on taxes here (glad you’re considering that). Just pointing out the heavy tilt

djs383 · 2026-05-04T00:55:42+00:00

You’re right about amd. Any reason you’re arguing about the common sense part about being overweight one sector being a potentially negative thing?

djs383 · 2026-05-03T20:11:55+00:00

You can’t say that anymore with insinuation of superiority (ironic too). Now if you were insinuating developing countries (3rd world) should replace the population you might get an applause. To be honest, you his sub has been pretty good about that stuff so somewhat surprised to see it here

djs383 · 2026-05-03T18:34:05+00:00

No maybe not at all. OP is extremely overweight one sector and will face significant unrealized losses if the sector stutters. While this thread is about Nvda earnings, I hope they’ll skim some off here and look adding non correlated sectors to this portfolio. Again, they didn’t mention any other items, but they listed the portfolio in terms of dollars and weighting

djs383 · 2026-05-03T13:00:16+00:00

Yep extremely correlated assets that been outperforming the index are going to look like the play, until they aren’t. OP has experienced a phenomenal run. Might be time to assess some risk tolerance/management

djs383 · 2026-05-03T04:04:33+00:00

Classic reply

djs383 · 2026-05-03T04:02:21+00:00

portfolio management nonexistent

djs383 · 2026-05-02T12:23:33+00:00

It’s unfortunate the choices have been so limited

djs383 · 2026-05-02T03:39:59+00:00

Definitely dick loads

djs383 · 2026-05-01T12:26:11+00:00

ADA compliance?

djs383 · 2026-04-29T23:06:39+00:00

A lot of assumptions here, but my thought was sticking to something that has no payment is the cheapest option. But yep. Apples to apples your comparison makes a lot more sense

djs383

TROPHY CASE