What a colossal spending blunder…imagine if Zuckerberg pivoted to AI instead of metaverse….stock would probably be over $1K just based on hype alone.
OT: Stock and Investment Thread
- Thread starter RU05
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I can’t get the software companies right and always seem to get crushed on a terrible quarter, take a loss, then look 12 months later and stock is flying high. I suspect it’s largely due to enterprise sales cycles which are all over the place these days, not to mention companies playing games with recognizing revenue in certain quarters and delaying or accelerating contracts to help the books.
on that note, anyone check out CXM?
Whether technically metaverse or not, Roblox is essentially a gaming system for kids.
I’ve been adding all along the way. It’s sneaky a big position for me. Average cost around $11. I should probably trim but have wanted to wait to the next roll out all along
Hmm, not sure about this.
Netflix to buy Warner Bros. film and streaming assets in $72 billion deal
Netflix to buy Warner Bros. film and streaming assets in $72 billion deal
Are you still in on S? The chart has been crap for the past few years, but maybe a turnaround is coming soon (or maybe a candidate for consolidation).
SentinelOne — Cybersecurity provider SentinelOne saw its shares fall about 9% after saying its fourth-quarter revenue would be $271 million, below analysts’ expectations of $273 million, LSEG data shows. The company forecasted full-year revenue of $1 billion, matching estimates. SentinelOne’s third-quarter results beat consensus estimates.
These cybersecurity stocks have not performed well other than a select few, which is odd in an era of data/AI. Guessing a lot of the money that usually flows into cyber was going to AI companies instead. I recently sold my BUG ETF after getting impatient and watching it nose-dive. However CRWD is still a large long term position for me.
I sat on WBD shares for probably close to two years convinced Apple or Netflix would buy them. Finally took a fat tax harvesting loss last December. Timing is everything. Speaking of which this could be a good time to buy more NFLX unless the regulators get involved.
I'm in CRWD and PANW (both long-holds), but would be happy to take a flyer on a 3rd. I was eyeing CyberArk for a while.....until PANW scooped it up.
His PR teams deserves an award, I don’t understand how soon everyone forgot his crimes
What did he do?
Regardless, this MoFo has made a lot of people a lot of money (including me!).
Ya, took a huge dump on the earnings.
I dunno, 20% growth and 5x rev's seems like a great combo. But it just keeps dropping.
Good thing I had IOT popping to balance it out.
I mean…he lost a lot of people a lot of money, while helping the system win over the little guy. Literally the opposite of “robinhood.” Other than that he’s the bees kneesWhat did he do?
Regardless, this MoFo has made a lot of people a lot of money (including me!).
Oh that. Otherwise, he's pretty cool.
BTW, still not liking the price action of BTC.
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I’m no expert but charts seems to indicate BTC selling is tied to gold and precious metals buying. If in fact certain whales have been rotating out of BTC in favor of gold it would be the heist of the century, especially with where gold prices are. Or if gold is being driven by central banks it’s interesting that China, Russia, and India wouldn’t buy BTC instead.Oh that. Otherwise, he's pretty cool.
BTW, still not liking the price action of BTC.
Oh that. Otherwise, he's pretty cool.
BTW, still not liking the price action of BTC
I must say, I'm a PSU fan who has followed this thread over the years. You guys are awesome with the stock mentions. Please never let this thread die. Feel free to ban now due to the PSU fandom.
Ban this MFer!!!!! Just joking. Feel free to join in. It’s been an awesome thread since pandemic times! I’ve learned a lot over the years.
Central banks buying BTC? How about ETH? Maybe they should give Fartcoin a whirl for kicks!?
@T2Kplus20 , I had mentioned GPCR not too long ago as a pharma company that was close to an oral GLP-1 weight loss drug. Well its clinical trials have been positive. Today the price doubles to $68, had hit a high of $94 earlier. Now the price target is $120. gonna watch it closely today and probably take profits. My cost basis is under $30.
Wow, well done! That's the power of biotech/pharma. I have my fingers crossed on MIST. Already up 60-70% with approval pending later this week.
I do, but if the approval comes back negative, the stock will be instantly incinerated, so who knows what would happen!
Hmm, not sure about that. Maybe even-weight the Mag 7 but not underweight. These are the greatest companies in the history of mankind.
Alphabet is a monster - I’ve been using its AI Mode (combined with every day search stuff) and I don’t think most people will ever need to pay for other premium AI apps. Altman should be very scared.
I wouldn’t bet against Amazon, Meta, Nvidia…although at some point Nvidia’s growth will slow especially if China rips them off and competitors already playing catch up.
Tesla no clue and never have…Microsoft needs to juice co-pilot something seems to be missing. I’ve screwed up and traded Apple far too many times thinking they blew it - once they sign an AI deal and launch a foldable it’s off to the races.
Anyone have thoughts on an up and comer that could make it Mag 8 one day?
Mag 8 is probably AVGO already! That one is approaching $2T. Its chips are finding a sweet spot as single use hardware for AI applications.
Order filled overnight. Back in the GLD futures game. After some consolidation, gold is going to $5,000 and beyond.
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From Tom Lee/FS Insights:
We still expect the S&P 500 to finish 2025 achieving new all-time highs, reaching 7,000-7,300. But the path seems labored, and in the first days of December, the S&P 500 is flat so far. Multiple catalysts lay ahead with the most meaningful being the December FOMC rate decision this week.
Clearly the Fed decision is the most important event in December, even if the rate outcome is not likely to be a surprise. Both interest rate markets and prediction markets see >90% chance of a 25bp cut. But the Fed decision is meaningful for several reasons.
We still expect the S&P 500 to finish 2025 achieving new all-time highs, reaching 7,000-7,300. But the path seems labored, and in the first days of December, the S&P 500 is flat so far. Multiple catalysts lay ahead with the most meaningful being the December FOMC rate decision this week.
Clearly the Fed decision is the most important event in December, even if the rate outcome is not likely to be a surprise. Both interest rate markets and prediction markets see >90% chance of a 25bp cut. But the Fed decision is meaningful for several reasons.
- At the Oct FOMC press conference, Powell threw cold water on the notion of a December cut, and the FOMC minutes showed voting members were undecided. And it was only recently that incoming data, particularly weakening labor markets, and also the downturn in inflation, that a cut seemed more likely.
- So it is understandable that investors are wary of this coming Dec FOMC rate decision.
– this is expected to be another “hawkish cut” given many member sees rates closer to neutral
– but given the downside risks to labor markets and expected further cooling of inflation
– a “data dependent” Fed seems very backwards looking - In our view, even if this is a “hawkish cut,” equities should still be resilient post meeting:
– a “hawkish cut” is the base case
– QT ended on December 1,
– and the Fed is now expected to be buying $45-$50b per month in Treasuries
– and if Fed sounds too “hawkish,” the White House may invoke the “shadow Fed” chair - President Trump has stated that he knows his pick for the next Fed Chair. If the Fed is too hawkish, we expect the White House to soon announce Powell’s replacement. This would be a surprise. Currently, prediction markets show a 90% chance no new Fed Chair is announced before year-end.
- Ultimately, we see this as a “market clearing” event. That is, investors want to get the Fed meeting out of the way and then markets can focus on the seasonals and other reasons for a December rally.
- The Fed meeting is one of several positive catalysts we see for December. There are six reasons we expect stocks to rally in December:
1. Fed is set to cut in Dec + QT ending
2. The US economy remains healthy and there is pent up demand. ISM manu <50 for nearly 3 years. and housing has pent up demand.
3. The government shutdown over = blackout in eco data over, restoring visibility
4. Performance chasing. Investors are offsides as the Nov selloff caused many funds to throw in the towel. Already 2025 is the worst year for fund manager performance with 78% trailing their benchmark.
5. Equities got oversold in November with RSI falling to the lowest level since the April tariff lows. And in April 2025, there was actual reasons for market fear.
6. It’s seasonal. December usually finishes strong. But given the deep pullback in Nov, Dec should be even stronger. - The setup for December gains is also favorable:
– since 1950, there 25 years where S&P 500 up 15% thru Nov
– of these, only 4 instances where November was “flat or down”
– this is the case in 2025
– 4 of 4 instances, S&P 500 gained in December
– median gain +3.5% - Those 4 years, similar to 2025:
– 1950, Dec gain +4.7%
– 1963, Dec gain +2.4%
– 1967, Dec gain +2.6%
– 2021, Dec gain +4.4%
Well with a rate cut we should see stocks pop
More as it’s not worth keeping cash on sidelines with lower short term rates
More as it’s not worth keeping cash on sidelines with lower short term rates