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Your Million Mission Questions – Answered!

Posted January 18, 2025

Davis Wilson

By Davis Wilson

Your Million Mission Questions – Answered!

Thank you for sending in questions and feedback!

Here are answers to your most pressing questions.

Meta Platforms just had about a $20 drop in price mostly from market sentiment about the Feds or whatever. Wouldn't that be an opportunity to make a nice swing trade? – Kenny

Definitely a good opportunity for a swing trade. Many of my colleagues have made a living on trades like this. This isn’t the trading strategy I’m utilizing here in The Million Mission, as I wait for more substantial pullbacks. But it’s close, as both strategies focus on buying high-quality stocks that are temporarily depressed due to non-company specific news.

I know that people (you, Warren Buffett, etc.) hold stocks for years as they grow. My question is: when does one sell to secure some profit for life's expenses? – Kenny

Great question, Kenny. I’m in this situation now. I’ve got a big expense and I’m thinking about the best strategy to free up some cash. The most important factors I’m considering are:

Tax Implications – Selling stocks trigger capital gains taxes, so I want to be mindful of how long I’ve held the shares. All else equal, I’d prefer to sell shares that I’ve owned for over a year, since I’ll pay the lower long-term capital gains tax rate instead of the higher short-term rate.

Company-Specific Factors – I have a reason/thesis for every investment I make. Has that reason played out? Is it still playing out? Has the story changed altogether? Answering these questions helps me decide if a stock is worth holding.

Market Conditions – Stocks are undoubtedly expensive right now, which makes the selling process a bit easier. I am being sure to keep some cash on the sidelines in case of a pullback, however. I recommend you do the same.

Is Meta a good stock to buy? – Courtney

Absolutely! Meta (META) is one of the few stocks I’ve recommended here at The Million Mission, along with Nvidia (NVDA), Rocket Lab (RKLB), and Uber Technologies (UBER).

I hold Meta in my personal account and have since 2022. I don’t foresee myself selling any time soon.

I have read that Soundhound (SOUN) is in talks with McDonald’s. If an agreement is reached, McDonald’s would deploy SoundHound’s conversational user interface into its more than 44,000 locations. I have read in two separate articles that Soundhound could have a triple digit percentage increase. Do you have any thoughts on SOUN. Did you get to visit them and talk to them at CES? – James

Hi James! Yes, I did speak with Soundhound at CES last week. I was very impressed with the company’s technology and traction. They had a demo where I was able to speak with the AI interface myself (likely the same tech that could be rolled out in McDonald’s). Note: This technology is already in White Castle locations around the country.

I can’t recommend the stock based on valuation, however. Can the stock go higher? Yes and I actually think it will. Any downturn, though, and an expensive stock like SOUN has the furthest to fall. That’s not a risk/reward setup I like.

Although I agree with your thoughts here about quantum computers, you fail to say anything about what the CEO of D-Wave Quantum (QBTS) had to say in response to the above statement by Nivida's CEO? They are already selling their computers, and helping various companies in the field. To say it will take 20 years is ridiculous. Nivida's just trying to feather their own nest. – Richard

Thanks for the email, Richard! I was in the audience when Jensen made those comments. I’d agree that they got overblown a bit. I will say, however, that Jensen’s exact quote was that getting “very useful quantum computers” to market could take 15 to 30 years. “Very useful” is up for debate.

Going against the CEO of D-Wave Quantum’s argument is the fact their annual revenue is still <$10 million. In fact, sales in the latest quarter fell 27% to $1.9 million from $2.6 million a year earlier. Hard to argue your product is “very useful” when sales are that low and falling.

I thought you were going to let us know when you were selling your NVDA option? I read your response to a comment recently saying you’ve already sold for a loss. – Joe

I did let you know! First answer in a recent Q&A that you can read here. Will be more clear next time.

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