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   Non-TechKirk's Market Thoughts

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To: robert b furman who wrote (26402)11/4/2025 10:45:39 AM
From: Kirk ©
   of 27046
 
Good morning Bob.

We really can't judge anyone on the performance of a single stock or trade unless they are successful over decades and even then I like to see it repeated with different stocks, much like Buffett.

These guys spit out so much "propaganda" to gather assets to manage for high fees, that I still don't trust them. I'm always reminded of Cramer getting PAID to give a big Keynote speech in early 2000 where he said there was no reason to own anything but 10 stocks he listed. I have the link somewhere and I believe 6 of the 10 went under, 2 were bought out and maybe 2 are still around. The total return would have been horrific yet I heard him last week on CNBC claim he made 30% for his hedge fund in 2000. He also gave in interview admitting how he could illegally manipulate stocks. There is a link to that video somewhere too. I wonder if he was pumping the 10 crap stocks while getting ready to bail... As long as he owned them at the time of his recommendation, his legal defense is "I changed my mind."

How much of Palantir's gain is political? Under the previous administration, the lefties here in the Bay Area were trying to get a boycott of Google/Alphabet unless they divested completely from government work and they wanted the same for Palantir. PLTR is hated now as I believe their software is used extensively by ICE... to track down targets for deportation.

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From: #Breeze11/4/2025 10:46:59 AM
3 Recommendations   of 27046
 
$SPX Weekly Chart with the Laundry Weekly Keltner Settings. Note the prior periods where price rode the upper rail of that channel. Breeze


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To: carranza2 who wrote (26401)11/4/2025 11:30:08 AM
From: stuffbug
   of 27046
 
Company is trading at 100 times revenue, what could go wrong?

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To: #Breeze who wrote (26202)11/4/2025 12:09:47 PM
From: y2kate
   of 27046
 
Hi Breeze,

Your OKLO count was a spot-on bingo and you deserve all the plaudits!! Wow...
OKLO has since backed off quite a bit. Any updates?

Also, if you would have a look at INOD and MDB?

Thank you!

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To: Kirk © who wrote (26399)11/4/2025 2:43:33 PM
From: da_spot
1 Recommendation   of 27046
 
Would be interesting to see how this plays out :)

Meanwhile, Uncle Cleo's in the other camp:


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To: #Breeze who wrote (26028)11/5/2025 10:58:12 AM
From: diegosan
   of 27046
 
Last Thursday COHR was trading around 134.00. The 12/19/25 160 calls were going for about 5.60. Seemed like a good deal to me. Diego

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To: y2kate who wrote (26407)11/5/2025 11:35:53 AM
From: #Breeze
2 Recommendations   of 27046
 
y2K, here's a OKLO Wave Count. I relabeled the wave count. Wave (c) of Minute Wave (circle) iv is in play. No target yet. Breeze


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To: #Breeze who wrote (26410)11/5/2025 12:44:19 PM
From: Hank Scorpio
   of 27046
 
That Head and Shoulders would target the 65 area.

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To: #Breeze who wrote (26410)11/5/2025 12:49:44 PM
From: da_spot
   of 27046
 
Started some AMD on this morning's dip; had been watching and waiting patiently for an entry. Read somewhere that Jenson and Lisa are cousins.

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To: Kirk © who wrote (26404)11/5/2025 1:25:58 PM
From: Elroy
   of 27046
 
What are the thoughts about COHR's report this afternoon? Good news, bad news, who knows?

I happen to be short $136 this Friday expiration covered calls. I'm thinking if COHR dips below $136 in afternoon trading today perhaps I'll buy some more, and then if the calls get exercised on Friday I've still got my shares.

But if COHR drops tomorrow, I'll be doubly long.
What to do, what to do?

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