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| GOOG / GOOGL | Hold / Praise | Mili21, jritz0 | GOOG surging toward $300; Mili21 impressed by its pace. jritz0 confirms it’s his only remaining stock holding. |
| AAPL / AMZN / AVGO / COST / LLY / MSFT / NVDA | Mentioned / Not held | Mili21 | Listed as “must-have” high-growth dividend stocks missing from jritz0’s portfolio. |
| ARE | Downgraded / Demand weak | chowder, QTI | ARE downgraded; QTI attributes slowdown to NIH funding cuts; chowder no longer follows it. |
| UTF | Bought | jritz0 | Purchased post–rights offering at ~8% discount; funded by selling PDX; D. Albo article cited. |
| PDX | Sold | jritz0 | Exited due to shift toward credit funds and “VG debacle.” Profitable but no longer fits strategy. |
| CII | Sold | jritz0 | Sold after discount vanished; proceeds used to buy EGGS. |
| EGGS | Bought / Discussed | jritz0, garygr | Added for downside protection via puts and superior SPY/QQQ performance; garygr considering adding. |
| BMY | Hold / Strong earnings | QTI | Beat Q3, raised 2025 guidance, stock +4%; “Healthcare momentum finally BMY’s time to shine.” |
| MA | Earnings beat / Flat reaction | chowder | Beat top & bottom lines, but little price movement — “market feels fluttery.” |
| HWM | Beat earnings / Up despite lower guidance | chowder | Noted as outperforming MA despite weaker guidance. |
| GILD | Avoided pre-earnings trade | chowder | Down –5% after hours; chowder relieved he didn’t front-run. |
| META | Debated hold/sell | chowder, SeeksQuality, 389190 | chowder considered selling; SeeksQuality sees AI capex ($70B - $100B est.) as bullish; 389190 shares Reuters link on AI data financing. |
| LLY | Bullish comment | chowder (via Cramer) | “LLY could have a real romp” after blowout quarter. |
| CBTO | Added | jritz0 | Buffered Bitcoin ETF; 15–16% downside protection, 49% upside potential. |
| FI | Down sharply | chowder | Noted another –7% drop; concern expressed. |
| SOLS | Sold | Top Of The World Ma | Dumped after open; skeptical of HON spin-offs; past ones underperformed. |
| HON | Long-term hold / unimpressed | Top Of The World Ma | Holding since 2015; lackluster returns noted; hopeful for post-spin improvement. |
| VZ | Sold | Top Of The World Ma | Sold on dividend cut risk; reallocating to RNP and QDPL. |
| RNP / QDPL | Bought | Top Of The World Ma | Funded from VZ sale; accepts small income drop for stronger total return. |
