OT: Stock and Investment Thread
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Investors probably coming back from vacations and enjoying summer to see their accounts at ATHs and want to take money off the table?
No real reason other than perhaps waiting for Powell's comments on Friday. The Daq was at a screaming ATH. It's natural to rotate some of these gains to other sectors. Just keep an eye on your watch list to see if you can pick-up stuff on the cheap (or add to existing positions).
Anticipation for Jackson Hole and less certainty around September rate cuts is my guess
Not sure what triggered it, but valuations on many NASDAQ stocks were at ridiculous levels. Most are solid companies, but some more downside is possible. I’m not jumping on anything yet.
You can thank me now for the reverse jinx I put on the market today. As soon as I (also known as Chicken Little) posted, the market had a nice comeback.
You only post when the market is down. If you did so at other times, maybe you wouldn't be a reverse jinx?
We aren’t out of the woods yet. We may get a relief rally in growth stocks, but the concern is going lower.
TLS continues to rip in spite of the overall growth rollover. Up more then a double in a couple weeks. Up 7% today.
Although TLS has not been growth, having seen their rev's come down drastically in recent years, but they may be on the other side now.
Still "cheap" at 4ish x price to rev's, but those rev's need to continue on the rise.
Wedbush has been, and continues to be, a proponent.
Although TLS has not been growth, having seen their rev's come down drastically in recent years, but they may be on the other side now.
Still "cheap" at 4ish x price to rev's, but those rev's need to continue on the rise.
Wedbush has been, and continues to be, a proponent.
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I think we are going to need to go down to $130-140 range for PLTR. The Powell situation on Friday may be the catalyst for the correction.I'll be patient and hold for a while. The product seems solid.
@rurahrah000 - at what level would PLTR be a buy?
Walmart earnings
Mixed for the quarter, but double raise on guidance. Consumers remain strong.
I’m going long Members Only when dat IPO hits! Nostalgia, baby!
But srsly, Dan Ives AND Tom Lee bullish on MSFT through 2035…long after the infamous Bitcoin crash of 2028.
They can’t both be wrong (probably)…and MSFT isn’t even yet considered the best in breed in anything but Spreadsheets. It’s as easy as Lotus 123!
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Chart looks like it might be ready for a short term pop.
Im doubting its a long term investment but maybe buy some calls?
The SMID Granny ETF is straightforward, but wonder what the income ETF will be like.
Same thing I'm wondering. This is from the article;
- Fundstrat Granny Shots U.S. Large Cap & Income ETF – Primarily seeks to provide current income, with a secondary objective of long-term capital appreciation, combining large-cap equity exposure with actively managed options-based income strategies.
Anyone in the med device industry and have thoughts on Shoulder Innovations (SI)? From what I can tell, their implants and tech are impressive. Niche play like SI could also make it acquisition target. Shoulders are a common injury and growing with popular senior sports like pickle-ball. This one is outside my wheel-house but I like what I see so far.
Big money planting seeds in healthcare.
Looking at TEVA's chart, showing signs of promise on the one year, looks pretty good on the 5 year, terrible on the all time chart.
Not much growth there, but cheap. 1.5x price to sales. 10x price to cash flow. PFE, which is also very cheap, by comparison is 2.2x and 7.8x respectively. LLY at 13x and 28x.
No Div though for Teva. Almost 7% for PFE.
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More bullish on financials then Tech.
Thinks the big banks like JPM could rerate as they get themselves on the blockchain.
Now would they build their own blockchain, or use ETHE or someone else? Not sure if that is even a coherent question, but considering Lee is in on ETHE it makes me wonder.
I think this is a revert to the mean play. Modest growth, but TEVA was crushed due to its debt and past acquisitions. I think the company is finally cleaning up its balance sheet.
NVDA conference call:
events.q4inc.com
Events Platform - Q4
Q4's Events platform is an efficient and secure way to conduct any capital market's meeting online.
events.q4inc.com
SNOW up 13% on earnings. $226 at 7:40 pm. 52 week high was $229 just a month ago. But $229 is also the 3 year high that was previously set in Feb of 2024. So that is the break through level.
"growth is now increasingly fueled by the enterprise adoption of AI, which is driving a surge in demand for modern data infrastructure."
Rev's up 32% yoy.
"growth is now increasingly fueled by the enterprise adoption of AI, which is driving a surge in demand for modern data infrastructure."
Rev's up 32% yoy.
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"Sales of the company's new Blackwell line of graphics processing units -- its most powerful chips yet -- increased by 17% compared with the previous quarter, a sign that "demand is extraordinary," Chief Executive Jensen Huang said. The company named Disney, Hitachi, Hyundai Motor and SAP as among its first customers for one of its Blackwell-edition servers."
Makes me want to buy Disney.
Makes me want to buy Disney.
Pure Storage up big as well (in the semi-ecosystem). Good thought on DIS.
I see that CRWD dipped but gained some back already.