[3월 24일]-미국주식 커뮤니티동향: TSLA, 지분 분할, 이익, EU 방어, 관세, DOGE, 시장 붕괴, 테슬라 주식, 주식 발표 대회, 추천

TSLA is the same as it was 6 months ago. Whats the big deal?

Community: stocks |
Posted by: /u/OpinionsRdumb |
Date: 3/23/2025, 11:51:42 AM

Every other news outlet is talking about the Tesla “crash” etc etc. But all I am seeing is that it got an insane boost from the election (basically doubled after Trump got elected) because everyone assumed being Trumps right hand man would do wonders for TSLA. Instead tsla cars got vandalized and so the market quickly realized the fairytale story for the car company probably wasn’t true.
The stock is still insanely overvalued. It is up 1000 percent over the last 5 years. But news outlets and reddit posts are all saying its “over” for elon. Really scratching my head here.
I get 50% is huge. But it literally had inflated 50% just as fast after November so this seems like a normal correction to what was pure emotional speculation
submitted by /u/OpinionsRdumb

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Is there any way to know about a company’s equity carve-out immediately when the decision is made?

Community: stocks |
Posted by: /u/cakewalk093 |
Date: 3/23/2025, 12:35:13 PM

For more context, I was studying about cases of companies’ equity carve-out(not spin-off but carve-out) from the past and lots of them had dramatic impacts on stock prices. The problem is an equity carve-out decision would often hit the news after a delay and it would be too late if I know it from the news and the stock prices would be already dramatically changed. Is there any way to know about the upcoming equity carve-out immediately with zero delay or even in advance?
submitted by /u/cakewalk093

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Taking profits from EU defense?

Community: stocks |
Posted by: /u/Particular_Pickle411 |
Date: 3/23/2025, 9:40:31 PM

Hey everyone,
A while back, I asked for advice here about investing in Rheinmetall. You guys were on the same page as me, so I went big on EU defense stocks. Over half of my portfolio is in Rheinmetall, with the rest spread across companies like Rolls Royce, Kongsberg Gruppen, Bae Systems, and Leonardo. I know I’m pretty heavily invested, but it’s paid off – my portfolio is up about 70%.
Now, my issue is that I need to have cash ready around January next year. Should I keep betting on EU defense, even though prices might already reflect everything? Or should I play it safe and keep my money in an interest-bearing account, given how unpredictable EU defense can be? I won’t blindly follow your advice; I just need some different perspectives to rethink my plan. Thanks!
submitted by /u/Particular_Pickle411

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Is it better to buy fractional shares of an ETF vs. whole shares of a lower priced one?

Community: stocks |
Posted by: /u/UnitedSheepherder806 |
Date: 3/23/2025, 9:47:34 PM

Hi all – apologies if this is a stupid question. New to investing and looking to jump in now that I’ve been fortunate enough to get a job that allows me to do so.
Basically, question is in the title: if I’m able to spend about $600-$800 a month in investing, would it be better in the long term to invest in an ETF like VOO but could only get about 1.25 shares a month, or would it make more sense to buy something like VTI where I could get 2-3 shares a month?
I’m just using those two as an example for my question and not necessarily looking for advice on those two ETFs specifically although they are very likely the ones I’ll end up investing in.
Edit: thank you all for answering my very rookie question! I’m glad I asked since apparently I shouldn’t consider fractional vs whole at all which I did not realize.
submitted by /u/UnitedSheepherder806

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Tariffs, DOGE and Columbia — The market will crash because Trumpism is not capitalism

Community: stocks |
Posted by: /u/30030s |
Date: 3/23/2025, 11:35:01 PM

There is a lot of talk, in this subreddit and just about everywhere, about how the tariffs are going to affect stock prices. I think the bigger factor is that Trumpism is not capitalism. This government has asserted its right to cancel contracts and grants, and the right to use all means at its disposal to impose policy on non-government entities. One example: NIH grants have been canceled because they were interpreted (apparently by someone who probably did not even read them, and certainly doesn’t understand them) as being no longer in line with the priorities of this government. These are multimillion dollar projects on topics like cancer, autism and shingles. They were funded after a careful competitive review by scientists, and they were stopped after much of the money was spent. It’s half-finished bridges. You can no doubt provide many examples yourself. If you can’t, ask in the comments. My point here is that under Trumpism the government will abandon contracts at will, and will use the threat of cancellation to micromanage state and local government, and corporations.
The cases of Columbia and Maine illustrate that this government has replaced the rule of law with rule by one man. In both cases, Trump asserted the right to dictate policy normally left to the University (regarding the limits of free speech on campus) or to the state (regarding trans-gender athletes), and found ways to enforce that. I don’t yet know of a case where this government directly managed a company, but I’m sure it will come; he has the tools (the threat of cancellation of government contracts, or exemptions from tariffs, to name two). The threat of arbitrary and capricious directives from this government, coupled with the inability to rely on contracts being honored, is going to destroy profits. Milton Friedman, the famed Chicago school economist, argued that democracy, economic freedom and the rule of law are essential for prosperity. We no longer have those things. Let me give you three examples.
I have significant holdings in MRNA, Moderna. Their mRNA technology allows the rapid development of custom drugs, not only vaccines, but drugs to treat cancer and many other diseases. They demonstrated that they can deliver during the covid-19 pandemic, and many estimates hold that RNA vaccines saved over 10 million lives. This is a great American company, and it should be ascendent, but its stock price is currently beaten down by the reasonable expectation of politically based resistance to mRNA vaccines from the Trump administration.
TSLA was one of last year’s magnificent seven and rose even higher when Trump was elected because of the expectation that the CEO Elon Musk’s close personal relationship with the president would pay off. Now, it has fallen along with Musk’s popularity. People realize that DOGE found precious little waste and fraud but compromised many valued functions of government. To my point here, the value of TSLA stock is entirely dependent on Trump’s continued favor. If there are many government contracts, it will probably recover. If there is a falling out after Trump finally finds it necessary to blame Musk for the obvious problems with DOGE, then it will not. In either case, this is not a free market.
Finally, I want to mention Boeing. Trump personally announced on Friday that Boeing had been selected to build the F-47 jet fighter, a contract potentially worth $50 billion. So far so good, but he’s making it clear that he decides. I expect this contract to specify everything from who Boeing can purchase parts from, to DEI policies, to whether someone given the name Charles at birth can go by Chuck.
Trumpism is government regulation on steroids.
submitted by /u/30030s

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ETF Focus USA vs. Focus 70/30 “classic”

Community: stocks |
Posted by: /u/Kellerpriester |
Date: 3/24/2025, 12:17:42 AM

Hello, I’m relatively new to investments, ETFs, stocks, etc. After some research over the last few days, I’ve been racking my brains over my savings plan (starting April 2nd on TR), so I wanted to know which of these two ideas you would prefer.
• ETF Focus USA: – 75% FTSE All World – 25% Core S&P 500
• ETF Focus “Classic”: – 70% Core MSCI World – 30% MSCI EM
I’ve also been considering investing in a gold ETF independent of these two ideas, but I’ve heard from many that it’s too risky/complicated. Do you have any other experiences?
And yes, I’ve seen quite a bit of criticism of the term “classic”; since this investment idea only came up very frequently in my research (and I couldn’t think of a better name), I came up with this idea.
submitted by /u/Kellerpriester

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Invest March 31st or April 3rd

Community: stocks |
Posted by: /u/hafeji25 |
Date: 3/24/2025, 1:12:32 AM

Dear all,
As I will be receiving my bonus (and March salary) on Monday March 31st I am wondering whether to invest this lump sum on two options.
March 31st – When money received, before Trump tariff speech April 3rd – post Trump tarrif speech.
If we see this negativity has already been “priced in” we could go a lot higher on April 2nd if tarrifs are less bad than expected, and vice versa.
Maybe will do half and half to minimise risk.
Any advice is greatly appreciated
submitted by /u/hafeji25

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Ship Building in the USA

Community: stocks |
Posted by: /u/bobcatmoving700 |
Date: 3/24/2025, 1:28:25 AM

Trump states that he will build up the USA number of new modern ships. Huntington Ingalls Industries, Inc. is one of the largest military ship builders in the USA. I have just purchased a number of shares for $200 each. HII looks like a solid company who stands to profit from the increase in the government spending on ship building under the Trump Administration. Is anyone else investing in HII?
submitted by /u/bobcatmoving700

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CORZ vs IREN – picking just one

Community: stocks |
Posted by: /u/Schweino68 |
Date: 3/24/2025, 4:51:11 AM

I plan to drop 5 digits into either CORZ or IREN. I also plan to sell weekly covered calls against my position. WIth that said, CORZ has higher IV currently on their options and the premiums pay better.
However, IREN I think has a higher upside potential. Currently they track BTC, but if they announce a deal (which could be in 2028 for all anyone knows), their ‘top’ IMO would be much higher than CORZ. The downside is their premiums really suck compared to CORZ.
Short term, the Coreweave IPO could benefit CORZ too possibly. But could also hurt it?
Thoughts?
submitted by /u/Schweino68

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Trading “without being present”

Community: stocks |
Posted by: /u/Rivercitybruin |
Date: 3/24/2025, 5:29:07 AM

Hi,
Due to some work and life changes, i am no longer able to trade stocks during market hours
I am loo!ing for options experiences for putting in non-current orders
The most obvious one is to put in market or limit order. I would be doing this say 10 pm at night
This worries me as i did this a couple of times before and was horrified at result. Stock opens really hot, i get maket buy filled and stock settles down right after..maybe too late with order
Any advice on placing these off-hours orders? Does the order book carry over from previous day?
And then can retail trader, do VWAP, PriceOnClose or something like a limit or market order at 11 am (perhaps subject to bid/ask spread
Thanks in advance
submitted by /u/Rivercitybruin

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Hey are you guys able to sell your Tesla stocks?

Community: stocks |
Posted by: /u/GloBear_shatti |
Date: 3/24/2025, 5:58:00 AM

I have some stocks on cashapp (i know it’s not the best place to buy) but I’m trying to sell my Tesla stocks but it’s saying that I can’t. I can sell everything else though but for some reason it won’t let me sell Tesla. Any clue what’s happening?
Edit: obviously I know the market is closed today, but when you try to sell something it schedules it for Monday at 9:30am but it’s not letting me do that, it’s saying that I have to wait for my other orders to finish but I’m able to sell other stocks so it can’t be that.
submitted by /u/GloBear_shatti

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Stock Pitch Competiton

Community: stocks |
Posted by: /u/daddyguava |
Date: 3/24/2025, 6:20:07 AM

(Recently made a similar post but with really bad wording that made it sound like I just want outsourced work. I do not want that; I just want advice from people with experience doing stock pitches or stock pitch competitions.). My team and I are pitching Valero Energy Corporation (VLO), a gas and oil refining company. It is intrinsically undervalued through my own and various other DCF models. I guess what I am sort of wondering about is from your own experience what typically is common in well performing stock pitch PowerPoints? Do the PowerPoints tend to focus on a certain topic, or maybe they answer a certain common question really well. I’m wondering this because almost everybody will have a somewhat good PowerPoint, that goes in detail and has good financial modeling and valuation. So I am wondering what makes the finalist worthy PowerPoints that much better than the average one. Also, the first submission, in order to make it to the finals (next round), for the competition is strictly PowerPoint no presentation.
submitted by /u/daddyguava

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Looking for some recommendations

Community: stocks |
Posted by: /u/ProstatePuncher_ |
Date: 3/24/2025, 6:22:53 AM

First off to MODs, if this is the wrong place, please remove if not allowed.
I’m new to stocks and I’m curious if someone could recommend good literature on definitions, general rules to use while trading, etc. I’ve googled some terms and looked up some books but there are a lot and it’s a little intimidating. So does anyone have any recommendations to help this old dog learn a new trick? Cheers.
submitted by /u/ProstatePuncher_

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Anyone buying DXYZ?

Community: stocks |
Posted by: /u/Plane-Isopod-7361 |
Date: 3/24/2025, 6:37:26 AM

DXYZ is Destiny 100 with investments in not yet public companies like SpacX, openAI etc. It shot up to 80 during November euphoria but is down to $40 ish now. Its tough to say if this price is fair or not as we dont know much about these companies. However, I am thinking if i should take a small position in my retirement account. Any thoughts? Do you know any way to say what the fair price is for DXYZ.
submitted by /u/Plane-Isopod-7361

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