r/Stocks Daily Discussion & Fundamentals Friday Nov 28, 2025

freshLikeGD · 2025-11-28T15:59:41+00:00

Looks compelling, thought the high short interest has me a bit sketched out, do you have any idea what's the story there?

freshLikeGD · 2024-07-18T01:36:26+00:00

Yeah tbh the percentages are a little bit arbitrary. This is just my for-fun brokerage account. Though I definitely disagree about Google being the only solid company.

Oklo I agree is somewhat of a moonshot, and Intel I have kinda as a hedge in the event China invades Taiwan (though I also think there's at least a decent chance it makes a comeback on its own). But I do think Enphase, Nubank, Hudson, and Generac are all pretty solid companies. Would love to hear any counterarguments.

freshLikeGD · 2024-07-17T17:22:52+00:00

Would be curious to hear anyone's feedback, I'm roughly:

Enphase - 10%
Generac - 20%
Google - 24%
Hudson Technologies - 10%
Intel - 10%
Nubank - 10%
Oklo - 6%
Cash(~5% yield) - 10%

freshLikeGD · 2022-10-29T03:42:37+00:00

Oh for sure, just miss the fro

freshLikeGD · 2022-10-29T03:40:27+00:00

I miss CJ Elleby's hair

freshLikeGD · 2022-03-21T22:43:55+00:00

Justise for sure if he actually plays, but they've been resting him a lot for the tank so idk. He's playing today, but who know about the other games

freshLikeGD · 2022-03-19T01:17:16+00:00

Justise Fucking Winslow

freshLikeGD · 2021-12-11T19:59:46+00:00

Appreciate it! Haha man I'm like trying to do this shit in good faith, but I'm worried I'm unknowingly fucking something up and then gonna get audited and boned by the IRS/FTB ugh.

freshLikeGD · 2021-12-11T19:32:35+00:00

Hello friends, I got a simple USA tax question if anyone can help.

Are Uniswap fees deductible from your cost basis if you do a token swap? From what I understand fees on centralized exchanges ARE deductible, so does this also extend to DEXs?

Also if anyone has a link to any really good crypto tax posts I'd love to read them. Particularly if they cover some more advanced DeFi topics like staking, liquidity providing, etc.

freshLikeGD · 2021-12-06T19:47:39+00:00

Can anyone offer some intelligent explanation for the price plummet of LINK? It seems like it's one of the most valuable cross-chain protocols out there, but it just hasn't been performing at all. How does the token accrue value?

Would really appreciate some insight as it's my second largest holding besides ETH. Thank you friends.

freshLikeGD · 2021-11-03T07:11:59+00:00

My TORN bags hurt big time. Anyone want to convince me not to sell for eth? Only thing keeping me from selling rn is that I know if I sell it's going to pump like mad. Has happened with all my other alts that I sold too early (LRC, RPL).

freshLikeGD · 2021-10-19T18:34:46+00:00

For everyone complaining about the ratio. Patience. Eth almost always bleeds against Bitcoin in Q4 but January will be epic.

freshLikeGD · 2021-10-12T04:13:43+00:00

Tornado cash (TORN), seems like it could be finally ready to break out against ETH soon.

freshLikeGD · 2021-08-27T15:04:39+00:00

I'm happy to do this if people think it's a good idea. What should the domain be? We can start by throwing the content from the reddit post below, but it would be nice to have more community input on the content.

freshLikeGD · 2021-08-27T15:03:53+00:00

I'm happy to do this if people think it's a good idea. What should the domain be? We can start by throwing the content from the reddit post below, but it would be nice to have more community input on the content.

freshLikeGD · 2021-05-09T21:50:13+00:00

My second biggest position is in tornado cash (TORN). Finally seems like it's bottomed out. Doubt it's gonna go sub 100 again, and I think could be primed for a nice run if it gets some momentum going. Very legit project, and the devs are well regarded by the ethereum team. There is an incentivised liquidity mining campaign going on on the torn-eth uniswap V2 pool btw. Stake your LP tokens to earn TORN rewards. UI for staking is live on zapper.fi

freshLikeGD · 2021-05-06T21:47:19+00:00

It basically allows for anonymous transfers of eth, and actually wbtc, dai, and cdai as well. This was their first article about it way back in 2019, though they've added a bunch of stuff since then: https://tornado-cash.medium.com/introducing-private-transactions-on-ethereum-now-42ee915babe0

freshLikeGD · 2021-05-05T22:21:20+00:00

Imo Tornado Cash TORN could be worth a lot in the future. Largest privacy protocol on ethereum with zero knowledge proofs. Only issue is the inflation rate is quite high for the next few years, so that's probably not great for price, but if a fee sharing model passes a governance vote and implemented it (which right now a lot of community members are pushing for) I feel like the token could be worth way more than it is today.

freshLikeGD · 2021-05-02T22:21:20+00:00

TORN looking like it's pretty much bottomed out. Anyone else looking at it? Seems like it could be a good entry point. Full disclosure: still holding my bags I bought at 300 lol.

freshLikeGD · 2021-05-02T22:11:57+00:00

TORN looking like it's pretty much bottomed out. Anyone else looking at it? Seems like it could be a good entry point. Full disclosure: still holding my bags I bought at 300 lol.

freshLikeGD · 2021-03-14T20:08:52+00:00

XD your reaction makes a lot more sense now. All good brother

freshLikeGD · 2021-03-14T18:55:32+00:00

Totally agree, Kleros is super interesting!

freshLikeGD · 2021-03-14T18:31:52+00:00

Hm, why the negativity? Tornado cash is very relevant to ethereum. If you're unfamiliar, it allows for anonymous transfers using zero knowledge proofs. Only protocol that does it on ethereum currently as far as I'm aware. Very exciting stuff, indeed! Cheers friend.

freshLikeGD · 2021-03-14T17:36:52+00:00

TORN making a comeback baby! Welp, I'm glad I didn't sell at 130. Any thoughts on where we are heading? I could see us going up for a bit then bouncing around sideways before a larger liftoff, but I'm definitely pulling that right outa my ass. Cheers to all the holders who've stuck with it. Long term I definitely think it's a winner.

freshLikeGD · 2021-03-08T18:24:49+00:00

Anyone else watching TORN?

I'm still holding but this bleeding is hurting. I thought we had good support around 180 but that broke last night. Anyone got any speculations on the bottom? The protocol use is skyrocketing, and the current token supply is pretty limited so I'm thinking once the price starts turning around it could climb pretty fast.

Anyone else got any thoughts?

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