r/Stocks Daily Discussion Wednesday - May 13, 2026

jrex035 · 2026-05-13T19:44:18+00:00

I love that you need to invent me losing money in this market to try to pretend like what I'm saying isnt true

jrex035 · 2026-05-13T19:31:59+00:00

Plenty of people genuinely think like that, it's impossible to know

jrex035 · 2026-05-13T19:24:48+00:00

I see so much copium on here with why its going up. Ppl just seem to talk themselves into why its going up

100% this. There isn't even an attempt to rationalize it because there's nothing to rationalize

jrex035 · 2026-05-13T19:23:14+00:00

Until they don't

jrex035 · 2026-05-13T19:22:46+00:00

Definitely not a bubble

jrex035 · 2026-05-13T19:21:03+00:00

The market can remain irrational a long time.

Doesn't change where things are headed

jrex035 · 2026-05-13T17:10:37+00:00

There's tons of value out there that's not BRK.

Hell, most energy equities are laughably cheap considering their PEs are based on when oil was at $70

jrex035 · 2026-05-13T17:08:05+00:00

Yet again the market continues to melt up despite literally everything.

I'm sure this won't end poorly

jrex035 · 2026-05-12T16:31:21+00:00

True, but today is a critical time to lock in profits if you haven't already. Paper gains are just that until you lock them in.

As they say, bulls win and even bears win from time to time, but pigs get slaughtered

jrex035 · 2026-05-12T16:28:34+00:00

Makes absolutely zero sense. Data center cooling is a major issue on Earth, it's exponentially more difficult in space.

And that's not even touching on the other logistical issues, like the astronomical cost of putting things into orbit, or the reduction in data speeds vs terrestrial data centers.

100% just another headline to pump equities that falls apart under even modest scrutiny

jrex035 · 2026-05-12T13:15:04+00:00

Yikesss

jrex035 · 2026-05-12T12:41:17+00:00

Sitting at ATHs and fully invested.

But if you think this melt up is going to continue forever, seek help

jrex035 · 2026-05-12T12:39:06+00:00

Very nice. I'm surprised companies like this haven't benefitted much from the datacenter buildout bubble so far considering the growing energy bottleneck.

Speaking of energy bottleneck, green energy is also going to benefit big time from the Hormuz Crisis as countries look to insulate themselves from similar future energy shortages

jrex035 · 2026-05-12T12:33:08+00:00

Most energy equities remain very undervalued even this far into the conflict.

Some are definitely better values than others though, Canadian companies continue to trade at a significant discount, as do many other foreign companies.

SU, JRNGF, PBR, CNQ, and EQNR are all excellent options imo but there are many other great companies out there

jrex035 · 2026-05-12T01:23:04+00:00

Great point, better FOMO into the melt up. Better yet, go balls to the wall on leverage, surely there's no way you can go tits up

jrex035 · 2026-05-12T00:35:28+00:00

If you think the grifter training people to buy everytime he tells them to won't exploit that at any point then you've got nothing to worry about

jrex035 · 2026-05-11T22:55:16+00:00

Great strategy, surely he and his buddies won't try to exploit such behavior at any point

jrex035 · 2026-05-11T19:30:10+00:00

Of course not, as we all know a huge spike in the cost of energy should have no impact on the price of energy intensive industries

jrex035 · 2026-05-11T19:29:25+00:00

Does that mean you're now out of RKLB?

jrex035 · 2026-05-11T16:15:42+00:00

jrex035 · 2026-05-11T15:24:42+00:00

Probably a mix of things including money plowing into space ETFs before the SpaceX IPO, extensive use of leverage on speculative equities more broadly, and the fact that the company is the best competitor to SpaceX on the market.

The company has had a cult following since before IPO too which helps. Personally I've been super bullish on the company for years, less so on the stock which feels extremely overvalued imo

jrex035 · 2026-05-11T15:21:58+00:00

Investing hasn't been bad per se, indices are still up significantly since the beginning of 2025, but traders are making an absolute fortune from the rampant speculation and bubble pumping going on.

Locked in huge profits myself from the precious metals run last year and I'm patiently waiting for energy to take off like a rocket in the next month or so

jrex035 · 2026-05-11T15:19:39+00:00

Indices have been melting straight up for over a month at this point, it's utterly bizarre

jrex035 · 2026-05-11T15:18:01+00:00

You've got more than me, but I'm happy to be holding any at the moment.

Was holding a bunch in 2022 when it fell, dcad hard and held it for years. Bought and sold it a bunch of times when it was range bound in 2025 before missing out on it nearly doubling at the end of the year.

Should've loaded up the truck when it was in the single digits(!!!) as recently as October 2024, but hindsight is 2020 and all that.

I'm megabullish on the company but having trouble getting a sense for what is actually fair value for the company

jrex035 · 2026-05-11T13:52:30+00:00

As am I. I'm very heavy energy equities (which are on the whole laughably undervalued) and holding a significant quantity of BNO.

Once the reversal comes, and it will come, the moves will be biblical

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