OT: Stock and Investment Thread
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My aunt owns TSLA and sold some the last time it was near $1000. She wanted to buy more when it was near $750 two weeks ago, her broker talked her out of it, saying they could probably get it at $700. They missed it.
I’m still of the opinion that Putin isn’t done yet and the market may retest lows (or get close) before taking the next leg up. I wouldn’t be surprised if Putin does something stupid like leak some BS report that Russia is testing nukes just to get everyone’s panties in a bunch. Otherwise, what has Putin accomplished right now other than death and destruction? He looks like a f’in clown to the world and his country will be crippled for decades. At this point, even if he manages to walk away with the two eastern territories how can that be considered a win.
I'm thinking Ukraine just continues to be a grind, and the market has come to accept that. I agree Putin has already lost, but he'll just keep on bombing in the meantime because he has a ton of bombs and can't admit he lost. The nuclear possibility? I just hope we don't get beyond the possibility stage, but the market has not factored in that it will go beyond that.
Interesting to see if Ukraine is willing to concede land in the east. I hope they don't but I understand why they might.
The longer this goes, the more it shifts the world away from Russian commodities. The more the US and other countries will have to step up their production, and the faster we look to transition to renewables. But all this takes time.
Wheat and other food prices spiking because of this could have an effect?
Unless the US news outlets aren’t giving accurate reporting, Putin looks like a total buffoon to the rest of the world. He has accomplished absolutely nothing and put Russia’s incompetence on full display. It will be next to impossible for Putin to save face.
Commodities/food prices will continue to be volatile but I think the US could step in and increase domestic wheat production and provide stability - it’s not like we don’t have farmers/land. Stuff like neon gas for semis could be more problematic. Seems to me that the US and China will greatly benefit from this whole mess and is part of the reason for the recent stock rally. US stock market is unmatched and increasing domestic manufacturing is a no-brainer.
Intel CEO made $178M for about 10 months of work in 2021?!?! Exec comp is insane relative to the rank and file.
Com’on, it’s all self regulated. Board members made up of other CEOs determine if its fair. Those CEOs are totally impartial
Total mess. It’s Crap like this that makes Biden’s plan seem very reasonable. This generation of billionaires seem to be the least philanthropic of any past generation. Where is the Bezos Cancer Research Hospital? The Ellison Center for Global Disease and Prevention? The Musk School of Intergalactic Studies? When I hear that a guy like Bezos worth $200B donates $10B that’s peanuts on a percentage basis, not to mention how many billions does he really need to enjoy his time on this planet.Com’on, it’s all self regulated. Board members made up of other CEOs determine if its fair. Those CEOs are totally impartial
I try to look at news broadcasts assuming some level of bias.
But I see no way of looking at the situation in Ukraine without thinking Putin is a jerkoff bully who is now getting his azz kicked. His only success in Ukraine is due to having lots of bombs.
And yeah, we are hearing the US supplying LNG and Diesel to Europe. I was reading Canada is bumping up their oil production to fill the void, and the Alberta gov't, which taxes that oil, is running a surplus for the first time in years. I'm hoping Mexico is able to take advantage, and hoping the citizenry can benefit from that, as well. In general this should be a long term boon for North America.
We've heard the Iran and Venezuela stories, and while those don't sound great to us, they can't sound great to Putin either.
Future locations on Mars perhaps?
Along the lines of that lame joke, Id throw the caveat out there in that Bezos only recently stepped down as CEO of Amazon, Musk still looks to be fairly early in the process of building his empire, Tesla has a lot of work to do. Moreso Musk perhaps, but I don't think they were, and maybe still are not, at the point where they want to start giving it away.
Even with Bezos, rightly or wrongly, maybe the two of them have their minds, and thus their money, set on the space race.
Seeing a headline "What happens if Russia shuts off tap to Germany".
Short term pain for Germany for sure(good for oil stocks though maybe bad for the market). But long term I feel that is Russia digging themselves a deeper hole from which they will have to climb out of.
Short term pain for Germany for sure(good for oil stocks though maybe bad for the market). But long term I feel that is Russia digging themselves a deeper hole from which they will have to climb out of.
Just go down the list of billionaires (active/retired) = most are far more interested in buying sports teams than they are in helping humanity.
I loved the MU quarter and forward guidance. I have a decent size position but considering buying even more today if the opportunity presents itself.
The entire semi sector is a screaming buy. Can't go wrong with any of the well known names.
I’m guessing equity but perhaps CNBC will post an article that ties into the report. Either way, with the stock on downward trend hard to justify his comp.
Oh ya, Micron killing it even in the face of these supply shortages.
Which makes question why semi's are not running much higher. Their businesses are great, yet they can't meet current demand. I understand the economy will slow and that will ding their businesses, but the long term on chips seems to me to be significantly more demand.
Widen your scope a bit.
SOXX:
2019 = +63%
2020 = +53%
2021 = +44%
2022 = -7% so far (which is slightly outperforming overall growth)
Gotta take a breather sometime!
I think it's short sighted to tie Gelsinger's performance to the stock price. His plan was for higher expenses and smaller earnings in the short term, but significantly higher rev's in the long term. That is what the $20billion factory is all about.
I also think the market has become accustomed to valuing Intel as a stodgy out of date chip maker, so until they prove themselves as otherwise their stock price will lag.
Which is not to justify that payout, just that, short term stock price movement, imo, is not a sound criticism.
True, but chip makers like Micron and QCOM are super cheap even with significant recent growth, and significant expected growth yoy. That to me suggests that growth will not be sustained. I don't see how it won't be.Widen your scope a bit.
SOXX:
2019 = +63%
2020 = +53%
2021 = +44%
2022 = -7% so far (which is slightly outperforming overall growth)
Gotta take a breather sometime!
Now AMD and NVDA are valued like their growth is more sustainable.
At the stock level, some things don't make sense. Happens all the time. Micron should be crushing it and QCOM is looking promising as well. Just another reason to go for SOXX or one of the leveraged ETFs.
The CNBC crew basically asked the experts whether any other company would pay Gelsinger that much right now and the general consensus was no chance in hell. Although the most egregious example is that Stankey over at AT&T got something like a 20%+ raise. As if any company on Earth would hire that guy. He’d be unemployable if pushed out of T.
So a Piper Sandler analyst is on, and he's saying Micron is a "relative neutral". Relative in that there are other companies in the space they prefer. Such as NVDA.
Thinks NVDA is kind of in it's own category. My GF was talking, but it sounded something like they are so cutting edge they are more near a soft ware company.
Macro concerns in play in terms of potential economic slowdown.
So pretty much what we are talking about.
Thinks NVDA is kind of in it's own category. My GF was talking, but it sounded something like they are so cutting edge they are more near a soft ware company.
Macro concerns in play in terms of potential economic slowdown.
So pretty much what we are talking about.
Much is equity based with performance incentives. It’s also fairly complex, but that’s not unusual. See 14A Proxy recently filed.
Yeah, I saw that segment = the analyst was pushing NVDA and AVGO. Reality is that NVDA has the mojo right now but there isn’t a single aspect of MUs quarter that screams neutral. I’m slowly accumulating a large position with the hope that sentiment eventually shifts to MU. Stock is too cheap and buyback plus catalysts hopefully drive it to $100 p/sh.
All the amazing innovations that tech and software companies are promising require NVDA chips. It's that simple. NVDA may become the first $5T company in a few years.
AVGO is positioned nicely as well, but MRVL may be the #2 semi play.
Steve Weiss has talked about this recently, saying yeah people talk their book, but not from a cycnical standpoint.
I mean that guy didn't need to own and thus push NVDA. He chose to. Why did he choose to? He explains it in the segment.
Sold my Hood and Snap at 70% and 60% respectively. Still own but down 30ish % on RIVN. See what happens tommorrow.
I also own MULN April 14th puts, down a bunch on that as MULN was up 30% today, so I doubled down and bought more puts.
Looking at HYMC as well, the gold mine AMC is backing.