Stock Picks - Darlings and Dogs

How successful have you been in trading your own equities, etfs and funds ?

  • Extremely successful (make a living off my takings)

    Votes: 11 3.0%

  • Beating passive investment returns

    Votes: 157 42.7%

  • About par with normal returns from banks and money markets

    Votes: 66 17.9%

  • Lost a few pennies of spare cash to play with

    Votes: 40 10.9%

  • Should have rather left my money in the bank

    Votes: 35 9.5%

  • Took a knock

    Votes: 27 7.3%

  • Cremated

    Votes: 32 8.7%
  • Total voters
    368
mr_norris said:
It's madness to buy into a dividend, I have done this once before and I won't do it again. On the 29th of July the stock price will be back down. I will be surprised if anyone that intends to buy for the dividend and sell ASAP does better than breaking even.
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well at 2c it can only go to 1c.... and you're getting 1c dividend... so worse case you break even... best case you get +100% return
 
From Ghost Mail:
"The great news from a South African perspective is that the Renergen helium assets (now owned by ASP Isotopes) are headed to the Nasdaq. Through a proposed merger with a biotech group, they've put together a way to attract capital directly into that merged entity in an efficient way. I've said it before and I'll say it again: the ASP Isotopes deal was a literal lifesaver for those helium assets."
 
BTC (59373.09USD) will continue to drop, it already dropped below $60K with very little resistance. I will buy it later when it hits my price.


My top picks (3 month horizon):

US (top 3):
  • AMD - $532.57
  • Micron - $1,213.56
  • Western Digital - $675.39
My worry is that its hard to predict where we are in this AI bubble. Some indicators say we have peaked, some say we are still in the early stages. NVIDIA the biggest AI related equity is trending down and will probably settle around $180 which might dampen the AI hype a bit.

Dont buy NVIDIA or Microsoft right now.

I missed the Sandisk boat and not sure if I should buy it but I think it will continue to grow for the near future.


US ETFs (top 3):
  • VanEck Vectors Semiconductor - $636.88
  • Vanguard FTSE All-World ex-US - $153.38
  • IShares MSCI South Korea - $205.00

Local:
  • Sygnia MSCI Emerging Markets 50 - R32.66
 
Last edited:
JyJay said:
My top picks:

US (top 3):
  • AMD
  • Micron
  • Western Digital
I missed the Sandisk boat and not sure if I should buy it but I think it will continue to grow for the near future.

US ETFs (top 3):
  • VanEck Vectors Semiconductor
  • Vanguard FTSE All-World ex-US
  • IShares MSCI South Korea

Local:
  • Sygnia MSCI Emerging Markets 50


My worry is that its hard to predict where we are in this AI boom cycle. Some indicators say we have peaked, some say we are still in the early stages. NVIDIA the biggest AI related equity is trending down and will probably settle around $180 which might dampen the AI hype a bit.
Click to expand...
Are we talking long term?
 
JyJay said:
BTC (59373.09USD) will continue to drop, it already dropped below $60K with very little resistance. I will buy it later when it hits my price.


My top picks (3 month horizon):

US (top 3):
  • AMD - $532.57
  • Micron - $1,213.56
  • Western Digital - $675.39
My worry is that its hard to predict where we are in this AI bubble. Some indicators say we have peaked, some say we are still in the early stages. NVIDIA the biggest AI related equity is trending down and will probably settle around $180 which might dampen the AI hype a bit.

Dont buy NVIDIA or Microsoft right now.

I missed the Sandisk boat and not sure if I should buy it but I think it will continue to grow for the near future.


US ETFs (top 3):
  • VanEck Vectors Semiconductor - $636.88
  • Vanguard FTSE All-World ex-US - $153.38
  • IShares MSCI South Korea - $205.00

Local:
  • Sygnia MSCI Emerging Markets 50 - R32.66
Click to expand...
Micron will probably peak soon. The chance is gone for anyone who missed out. Time to look for another 10x...
 
Mike Hoxbig said:
Micron will probably peak soon. The chance is gone for anyone who missed out. Time to look for another 10x...
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I think it will continue to grow but not by much, maybe a 100% max (2 X). By the time it reaches $1776 it will hit a 2T market cap. Im not sure there are any more AI related 10X stocks...maybe SK Hynix or Samsung but you would have to invest via an ETF that invests in them, but its not going to grow as fast.

Some NASDAQ equities not to buy:
  • asterlabs
  • Marvell
  • SpaceX aka ScamX
  • Microslop
  • Meta
  • KLA

Those looking to buy for the long should perhaps look at google and apple.
 
Last edited:
Optasia (OPA) listed at R19 and has dropped quite a bit to around R14, since then.
I was only awarded a measly 180 shares in the IPO in Nov25, making it my smallest holding and was planning to just sell them to simplify my portfolio, but saw that their management have been buying quite large amounts of the share, so I bought 20 000 on 30June at R14.37 - They are now up to R15.82, so hoping that was a good move
 
JyJay said:
I think it will continue to grow but not by much, maybe a 100% max (2 X). By the time it reaches $1776 it will hit a 2T market cap. Im not sure there are any more AI related 10X stocks...maybe SK Hynix or Samsung but you would have to invest via an ETF that invests in them, but its not going to grow as fast.

Some NASDAQ equities not to buy:
  • asterlabs
  • Marvell
  • SpaceX aka ScamX
  • Microslop
  • Meta
  • KLA

Those looking to buy for the long should perhaps look at google and apple.
Click to expand...

Guys, we've found the next Jim Cramer!!! Do the opposite what this guy says and you'll coin it. In the 5 days of him posting this :

ALAB = 1.8
MRVL= -6.5
SPCX = 0.6
MSFT = 5.9
META = 10.3
KLA = 4.3

That's 2.7% profit in 5 days!

🤡 🤡:ROFL::ROFL:
 
Bundu said:
Optasia (OPA) listed at R19 and has dropped quite a bit to around R14, since then.
I was only awarded a measly 180 shares in the IPO in Nov25, making it my smallest holding and was planning to just sell them to simplify my portfolio, but saw that their management have been buying quite large amounts of the share, so I bought 20 000 on 30June at R14.37 - They are now up to R15.82, so hoping that was a good move
Click to expand...
I suspect their SENS must have leaked a bit earlier today...... up 10%
www.sharenet.co.za

OPA - OPTASIA LIMITED - Interim Trading Update For The Six Month Period Ended 30 June 2026 - 02/07/2026

www.sharenet.co.za www.sharenet.co.za
 
Bundu said:
Optasia (OPA) listed at R19 and has dropped quite a bit to around R14, since then.
I was only awarded a measly 180 shares in the IPO in Nov25, making it my smallest holding and was planning to just sell them to simplify my portfolio, but saw that their management have been buying quite large amounts of the share, so I bought 20 000 on 30June at R14.37 - They are now up to R15.82, so hoping that was a good move
Click to expand...
Sounds like a good move.

I got 27k shares with the IPO. So a bit down atm. Will see what happens.
 
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