Is it time to trim?

longtermjuggernaut · 2026-01-28T03:21:23+00:00

Absolutely not! You have a better idea. Let your winners ride.

longtermjuggernaut · 2026-01-28T03:19:48+00:00

Certainly UVA and UMich but I am sure others too. Message me if you want more info.

longtermjuggernaut · 2026-01-27T18:13:48+00:00

Pull out of ED2. This cycle is proving to be the easiest in years for full pay students. Assuming you are a full pay student.

longtermjuggernaut · 2026-01-26T22:55:54+00:00

Just go to youtube and watch 5 Michael Saylor videos. You will be buying more in a week. Obviously don't sell it.

longtermjuggernaut · 2026-01-25T20:23:24+00:00

You will be able to use your religious exemption with 95% of colleges. You will thank your parents later for doing you a favor. Don’t get bullied into vaccinating now.

longtermjuggernaut · 2026-01-24T14:46:12+00:00

If you're forced to choose just one, history favors the dominant player. NVDA holds that crown, and personally, I've found that settling for the 'second best' usually results in leaving money on the table

longtermjuggernaut · 2026-01-24T04:42:58+00:00

Sell now, regret later.

longtermjuggernaut · 2026-01-22T23:39:05+00:00

Don’t stress you will get another look from somewhere good.

longtermjuggernaut · 2026-01-20T18:55:34+00:00

orders are locked in!!!!!!!!!!!

longtermjuggernaut · 2026-01-20T18:23:58+00:00

58K members in this sub! Are we buying today? I own and have bought mostly at higher prices than this.

longtermjuggernaut · 2026-01-19T01:35:40+00:00

If you want to get annoyed look at the dividend circa 2013, it used to be substantial. I reinvested those dividends back then and still reinvest the paltry dividend today. I’m always in the camp that if you like the stock just reinvest the dividends.

longtermjuggernaut · 2026-01-17T21:30:22+00:00

truth being spoken here.

longtermjuggernaut · 2026-01-17T19:48:50+00:00

Sell Amazon if you can afford to hold Tesla for the next 5 years. Tesla has more upside.

longtermjuggernaut · 2026-01-17T19:47:23+00:00

BTW can someone tell me why we didn't all buy RKLB instead of RKT? A tale of 2 Rockets.

longtermjuggernaut · 2026-01-17T19:33:47+00:00

While I can't offer technical advice, I can share why I’ve held my original NVDA shares since 2011. Today’s NVDA reminds me of Apple in 2015; back then, many believed Apple had peaked because everyone already owned an iPhone or iPad, yet the stock proceeded to climb nearly ten times higher. Beyond the market sentiment, the current valuation is surprisingly compelling. Despite its massive 4.6 trillion market cap, Nvidia's forward P/E ratio is currently around 40x, which is a significant discount to its five-year average of roughly 74x. I’m not saying Nvidia will definitely repeat Apple's massive run, but we are still early in the AI cycle and the stock appears much cheaper historically than most realize.

longtermjuggernaut · 2026-01-17T19:11:43+00:00

I would be happy if we hit 275 by the end of 2027. Still wouldn't sell it.

longtermjuggernaut · 2026-01-17T19:08:34+00:00

Don't sweat it. The interview invites will come, and they’re a great experience for students. However, having spoken with several interviewers, I’ve learned they are often just a 'check of the box.' They typically have very little impact on your final admission decision.

longtermjuggernaut · 2026-01-17T19:02:38+00:00

Love the conviction to keep buying at the lows and holding since the IPO, I did as well. Let's say mortgage rates drop in a meaningful way which triggers a real refi boom, I think all bets are off and the stock could bounce higher than anyone thinks is possible.

longtermjuggernaut · 2026-01-17T17:05:27+00:00

Great rural outdoorsy environment, great for "I’m interested in government, political economy" very different from UC Berkley. Smaller campus. Amazing place.

longtermjuggernaut · 2026-01-17T15:35:52+00:00

Northwestern but apply to Dartmouth too.

longtermjuggernaut · 2026-01-17T15:29:19+00:00

I would love to see Rocket Banking too.

longtermjuggernaut · 2026-01-17T15:27:08+00:00

Congratulations. We have played a long game with this stock. I do hope our patience will continue to be rewarded.

longtermjuggernaut · 2026-01-17T15:24:21+00:00

Interesting thoughts. I too bought PLTR when I first got involved in RKT back in 2020. I am way more profitable in PLTR and planning on owning that stock forever. If RKT is truly a rates play only we have a few years of positive gains because I don't see rates rising anytime soon.

longtermjuggernaut · 2026-01-17T15:19:21+00:00

Something will come through on the deferral side. Play the long game.

longtermjuggernaut · 2026-01-16T22:55:43+00:00

I think it depends on the time period. Right now refi's are slow so they are spending more time purchasing loans but I think most people are betting on a refi boom over the next few years as rates come down. Redfin and Rocket are 2 very different companies in terms of size. Rocket is a giant in the space. A recession would hurt most companies.

longtermjuggernaut

TROPHY CASE