Hi guys

    Just figured id see what company people are putting all their eggs in if there playing that way. Obviously dont assume that its how most are investing but im sure someone has a large percent in 1 stock and a reason for it.

    Whos betting the farm? And if so what company?
    byu/xxcliffexx instocks



    Posted by xxcliffexx

    28 Comments

    1. Largest holding is now JD, market priced it for failure basically. Even a neutral/low growth next few years would mean the stock rebounds a good bit given the billions in buybacks and healthy dividend. They have massive revenues, even a slight uptick in margins would have an outsized impact on profits

    2. alwayslookingout on

      All my eggs? Have to be Cal Maine Foods (CALM). Biggest public egg supplier in the U.S.

    3. Considering betting the farm (roughly 60% of portfolio) on coeur mining $CDE. Everything about this company is trending exponentially upwards. Earnings this Wednesday will tell us a lot.

    4. BeginningEar8070 on

      Cover corp around 50% portofolio but im poor so its not so much xD its what got me started this year learning about investing (tomorrow 3 months)

      and reasons other than sentiment- the leading Vtuber entertainment company, whith huge 3d mocap studio, global reach, presence in music industry, anime media, gaming. good partnerships, good sponsors the directors have interesting profiles with good connections. immediate catalyst is upcoming event in amrch, first time 3days event instead of 2, and release of a rhythm game with cygames as partner (project sekai, umamusume).

      closest competitor anycolor focuses on earning now instead of growth, sacrifices their talents for revenue, is 2 years behind with developing own 3d studio following cover corp steps – more attractive for investors at this time.

      Risk- talent graduations, tarifs affecting oversea sales and global expansion, saturated market with companies and individuals, “drama”, politics.

    5. Ruby_Rhods_Hair on

      Rec Cat. Drone dominance gauntlet starts next week and contracts are awarded early March. They will be one of the winners

    6. GoinValyrianOnDatAss on

      Claims of Intel taking back the majority of the semiconductor market, Meta making AI glasses mainstream, and Tesla producing millions of working humanoid robots all sound ridiculous and the majority of people here will say at least one of those will not happen.

      I’ve found over the last decade of being on Reddit and in the market that all the things I ever made a huge return on had the majority of people here saying it wouldn’t ever happen or was overblown all the way up until it wasn’t.

    7. RYCEY definitely didn’t start as a majority of my holdings, but it has since turned into that. 

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