OT: Stock and Investment Thread

[RU05]

I see that CRWD dipped but gained some back already.

Seeing a lot of downward price target revisions. I fair amount of neutral/equalweights.

 

[CatManTrue]

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.

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)

 

[T2Kplus20]

Seeing a lot of downward price target revisions. I fair amount of neutral/equalweights.

Gee. The more I read the report, the more bullish I get about CRWD. They really seems to be ramping up AI integration.

 

[RUTGERS95]

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)

Genocide? Dear God take that **** to the other forum

 

[T2Kplus20]

Great chart! NVDA is cheaper now than pre-AI:

 

[RU05]

SNOW up 22% on earnings

CRWD bounced off initial earnings reaction back into the green.

MDB follows up yesterday’s huge earnings reaction day with another 8%

NVDA down slightly and less then the initial reaction

 

[T2Kplus20]

SNOW up 22% on earnings

CRWD bounced off initial earnings reaction back into the green.

MDB follows up yesterday’s huge earnings reaction day with another 8%

NVDA down slightly and less then the initial reaction

S&P ends above 6500 for the first time ever. Life is good.

 

[T2Kplus20]

Oh yeah! The Man on with Frost.

 

[T2Kplus20]

SNOW up 22% on earnings

CRWD bounced off initial earnings reaction back into the green.

MDB follows up yesterday’s huge earnings reaction day with another 8%

NVDA down slightly and less then the initial reaction

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.

 

[RU05]

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.

 

[T2Kplus20]

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.