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OT: Stock and Investment Thread

CatManTrue

CatManTrue

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Oct 4, 2008
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RU05 said:
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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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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RUTGERS95

Heisman
Sep 28, 2005
24,086
31,400
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CatManTrue said:
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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Genocide? Dear God take that **** to the other forum
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
29,889
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Great chart! NVDA is cheaper now than pre-AI:

 
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RU05

All-American
Jun 25, 2015
14,325
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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
 
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T2Kplus20

T2Kplus20

Heisman
May 1, 2007
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RU05 said:
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
Click to expand...
S&P ends above 6500 for the first time ever. Life is good. :)
 
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T2Kplus20

T2Kplus20

Heisman
May 1, 2007
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RU05 said:
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
Click to expand...
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.
 
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RU05

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Jun 25, 2015
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T2Kplus20 said:
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.
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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.
 
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T2Kplus20

T2Kplus20

Heisman
May 1, 2007
29,889
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RU05 said:
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.
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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.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
29,889
17,868
113
RU05 said:
Gold new ATH

Miners(gold and silver) kept this from being a pretty bad day for me.
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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?
 
Postman_1

Postman_1

Heisman
Mar 12, 2017
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RU05 said:
"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.
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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
 
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RU05

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Jun 25, 2015
14,325
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Postman_1 said:
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
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I know next to nothing about the company, which wouldn’t keep me from owning stocks in a company :p, but in this case i don’t.

I imagine many companies are trying to pivot towards ai and robotics.
 
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