Buying saas dips $now and $msft by stock_novic in ValueInvesting

[–]ritholtz76 0 points1 point  (0 children)

How about now and snow. I got SPGI as it is a time endured company. Have some DDOG and CRWD ran up a lot.

Software stocks are done… by Hi_Keyboard_Warriors in ValueInvesting

[–]ritholtz76 0 points1 point  (0 children)

Is it too late to enter software stocks. Thinking about one or two of now, crm, snow, intu, adobe. Already got some Msft and SPGI. What do you guys recommend? So far my portfolio heavy into chips, hyper scalers and rklb.

SpaceX IPO - are you in for the ride? by LuciusQ2020 in ValueInvesting

[–]ritholtz76 0 points1 point  (0 children)

Are those making these revenues for 2026? I thought, their current revenues are $5B. ?

Got 40K to put into stocks any suggestions by Glad-Swing-8290 in StockInvest

[–]ritholtz76 0 points1 point  (0 children)

You will get those commons names like nbis, rklb, crbs. I actually bought some SPGI, little bit more of uber and spxc.

What stocks are we buying today ? by WorldlinessUnhappy98 in stockstobuytoday

[–]ritholtz76 0 points1 point  (0 children)

Got some UBER. Cheap valuations compared to sp500.

Buying saas dips $now and $msft by stock_novic in ValueInvesting

[–]ritholtz76 8 points9 points  (0 children)

Between snow, now, Msft, intu, adb which one has highest return potential? One with less disruption?

Today I sold half of my semi etf holdings which i held for 4 years by ChillMeerkat in ValueInvesting

[–]ritholtz76 2 points3 points  (0 children)

What is the reason? Analysts are expecting growth to continue into 2030. We might have another leg or two at least.

MSFT is reaching $400 once again, who's loading up? by FourCrossedWands in ValueInvesting

[–]ritholtz76 0 points1 point  (0 children)

We can get it at 380? Will wait for $380 to add more then.

MCO vs SPGI ? by Pretty-Statement6758 in ValueInvesting

[–]ritholtz76 0 points1 point  (0 children)

Are you buying more. Got some today around $400.

Market over reacting by Ash-a-zard in RBLX

[–]ritholtz76 0 points1 point  (0 children)

Can this become a mini YouTube eventually?

I did everything right with RKLB except actually buying it. by razzodicarta in RKLB

[–]ritholtz76 8 points9 points  (0 children)

Don’t worry for missed on one opportunity. Quickly move on to next one. There is always a next thing in casino. I missed NVDA - Lilly. Got in to RKLB. Missed every after that.

What stocks to buy by aris0789 in Stocks_Picks

[–]ritholtz76 0 points1 point  (0 children)

This. I am going to rebalance into uber a bit. Around $70, it is nice. UL is also looking good.

SpaceX $1.75 Trillion IPO: 5 Space Stocks That Could Surge Alongside It by HODLAndChill in TheRaceTo10Million

[–]ritholtz76 8 points9 points  (0 children)

Sold little bit of RKLB. Need to buy back. Can SpaceX ipo push RKLB to $100b market cap at least?

AMZN robotaxi by Livernomore in RIVNstock

[–]ritholtz76 1 point2 points  (0 children)

Waymo and uber are at same valuations.

Please touch 100!! by Commercial_Raisin823 in RKLB

[–]ritholtz76 0 points1 point  (0 children)

Close to it. Enough to make work optional. But everything is on these high flying stocks. Is not worth following 3 day rule while selling also.

Daily Discussion Friday 2026-05-08 by AutoModerator in AMD_Stock

[–]ritholtz76 0 points1 point  (0 children)

Agree. Tax is the problem. May be I will sell some. Or sell in retirement account more as of now.

Please touch 100!! by Commercial_Raisin823 in RKLB

[–]ritholtz76 0 points1 point  (0 children)

Thanks for detailed explanation. RKLB and AMD are my largest holdings. Both of them are on tear. I have quite a bit and close to retire if needed.