Seeing a lot of downward price target revisions. I fair amount of neutral/equalweights.
OT: Stock and Investment Thread
- Thread starter RU05
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Israeli stocks have been hit hard constantly by naked short selling since their war started in October 2023.
TEVA, NVCR, NUKK, KPTI, JFBR, PPBT (I mostly follow and invest in small caps biotech) and others have been held back or oversold due to this.
If the war ends (and I pray it does… the genocide in Gaza is unfathomable), then that would be very bullish for companies based there.
Holding my TNXP shares long as my #1 investment (New Jersey; not ex-US at all yet)
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Gee. The more I read the report, the more bullish I get about CRWD. They really seems to be ramping up AI integration.
Great chart! NVDA is cheaper now than pre-AI:
Closed out my small MRVL position with 40% profit (in extended). I bought during the tariff crash but was never able to add since it took off. Today's earnings were meh. Light on the guidance, which I don't understand. Maybe sandbagging? Happy to buy back down the road.
Ya i own it. Down 14%. Hate selling on a down day like this but i probably should.
i do have S up 8% on earnings.
I bet S is going to be the next acquisition target. Pundits keep saying this is going to be more consolidation in the space.
In other news, PCE inflation came in as expected. Perfectly fine. 2.6% headline YoY.
Yeah, I missed this GLD rally. Been too focused on ETH, but will keep an eye on it for another futures play soon.
Happy I sold MRVL at $68.5 yesterday, but the drop is only temporary. If it creeps below $60, I will likely buy back in. Or many leap calls?
I see you mentioned SAP here. I just worked at there northeast HQ for a week. I've been going there for years. One of there employees told me they are trying to get more into AI and robotics stuff. Are you or is anyone here in SAP? Any thoughts on them? They have done very well since 2023
I know next to nothing about the company, which wouldn’t keep me from owning stocks in a company
, but in this case i don’t.I imagine many companies are trying to pivot towards ai and robotics.
Joe Teranova mentioned the refiners were breaking out. VLO was his final trade. PSX looked very similar.
Im not sure they are the verge of a true breakout. Both have ATH’s at a higher level from a couple years ago but something worth watching, or even putting a couple dollars down on.
Im not sure they are the verge of a true breakout. Both have ATH’s at a higher level from a couple years ago but something worth watching, or even putting a couple dollars down on.
I assumed my SLB would have been up yesterday, but nope. However, my leap calls have slowly dug out of their deep red hole. Only down 10-15%.
Just when you thought ERP systems couldn't get any bigger, now they want to tack on AI and robotics?
Edit: to clarify - with all the information gathering ERP systems provide, the AI piece they can offer makes sense, but the robotics part? They've already got hooks in all your databases and will have hooks in the major robotics vendors' software & firmware, I don't see the value add of "PickBot 3000 - Now with embedded SAP!".
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Gold and Silver continue to pump. 3500+ and almost 41 for silver
$3628 for gold at 3pm. Hit $3640 an hour ago.
41.83 for Silver. This something along the lines of a 15 year high.
Nice market rip into the close. Sad that I missed this GLD rally, but probably made just as much with my ETH trade, so can't complain.
FIG too. Rev's in line, but margins missed, and they are already changing up how they report.
41% rev growth. But 30x rev's.
Edit: Man C3AI's rev's fell off a cliff. $70 mil, it's lowest in 2.5 years. Was $108 last qtr, hadn't been below $90m the last 3 qtr's and hadn't been below $80 in 5 qtr's.
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C3AI seems to be getting crushed by PLTR and other competitors. I wonder if FIG will be a buy soon?
30x rev's is pricey.
At that valuation you need to ace your exams.
As per C3AI that sales drop is so precipitous it makes one wonder what is going on.
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@rurahrah000 warned us about the problems at C3AI. He was definitely right! No idea what is happening.
Yeah, FIG is still too high. I'd rather take a high-price flyer on a SOUN or something like that.
AI bouncing back a little, only down 5%.
FIG continues to tank. Now down 22%.
One thing about AI is on a price to rev's it's pretty cheap. 6ish X
Outstanding quarter for AVGO. Stock is flat, but it had a very high bar to clear (and it did).
Keep an eye on LULU. The stock is tanking, but this report looks like a kitchen sink quarter. Maybe a buy after a few days to let the dust settle?
AVGO has been such a great stock. Starting to rip now after hours. Up $12 (4%)
Great to hear. After that quarter, the stock deserves to go higher.
Rate cuts because the economy is tanking is not a good thing.
lol economy not tanking
just wait till the BLS model is adjusted for the birth/death fiasco.
Hock Tan sure means business! Seems to be taking from nvda and amd among others today, but that should level out over time and at least nvda will bounce back. I think it’s a good broader story on the continued spending that will be good news for the entire sector.