Stock Market Discussion -- started 03/06/2018 -- updated daily !!!

homie1975 · 08-16-23, 12:34 PM

PayPal also owns Venmo which is a widely used popular peer to peer cash App

Poker_Beast · 08-16-23, 12:51 PM

Thanks for the insight

whydubya · 08-16-23, 03:24 PM

Which other ones are you BTFD on?

Originally posted by trobin31

PYPL

Unless I am missing something PayPal is still the common thread for online merchant payments across platforms and leader for peer to peer transfers. Along with trading , banking and credit services their data alone will continue to generate increasing revenue. I know Apple is taking market share for touch payments but PayPal still has advantage of utilizing this specific sector as a one stop shop for financial services along with SoFi and Cash App. I think this is a washout of retail fervor and we will see some M&A and changing market conditions over the next year. we can still make 52 week highs before end of year as well unless this is a complete value trap.

did I get the call for a takeoff after earnings wrong? Yup!
Did we run up from $60 from when i made the call to $75 the week before earnings, yes as well.
I had Aug calls that went 5x, then crashed to zero after earnings.

I am in the corner of if you aren’t starting to do some shopping during this pause then you are doing a disservice and that includes adding more PayPal, many buying opportunities on quality stonks

homie1975 · 08-16-23, 06:48 PM

we are in "any excuse to go down" territory in the stock market.

- fitch downgade!
- china slowdown!
- we are not fully ready for AI !

yada yada yada

Pigpen · 08-16-23, 07:18 PM

I don't keep up as much as you guys, but IMO there is so much money on the sideline pulling 5.25% on a CD why swim in these waters?

Slurry Pumper · 08-17-23, 05:46 AM

Looks like Snowball's 430 level in the SPY is getting more likely every day. There's a few supporting levels before hand but 430 has some things associated with it that make sense. I bailed on all my calls yesterday as failure was on the table early enough for me to just lick the wounds. We'll see how Walmart comes in this morning before making any short term plays

Madison · 08-17-23, 11:58 AM

Plug

This will sober those of us holding ...

PLUG stock has been publicly traded since the 1990s and has left a trail of devastated shareholders in its wake. Shares peaked at nearly $1,500 each back in 2000 on a split-adjusted basis and have fallen 99% since that point. Since Plug Power’s inception, the firm has racked up a jaw-dropping $3.3 billion accumulated deficit.

Madison · 08-22-23, 02:21 PM

You folks are boring me to some extent. Not sure if I did (Well I scored), but I almost gave you PANW just over 200. Does anyone here care anymore? IONQ, ACHR, etc ... anyone care???

Slurry Pumper · 08-23-23, 06:57 AM

I care Madison, and sometimes I do take advantage of the stocks posted up here on the board for all to see. Although I must admit my main play is weekly option expiration calls and puts for the indices.

Madison · 08-23-23, 09:32 AM

Originally posted by Slurry Pumper

I care Madison, and sometimes I do take advantage of the stocks posted up here on the board for all to see. Although I must admit my main play is weekly option expiration calls and puts for the indices.

Yeah, unfortunately I do not possess the skills to play your game. I F'd up again by not playing options, much like I did 3 mo's ago when ALB got slammed by Chile. Unlike my ALB play I'm holding my shares in PANW. The NVDA of Cybersecurity.

All my best!!

homie1975 · 08-23-23, 09:55 AM

Originally posted by Madison

Yeah, unfortunately I do not possess the skills to play your game. I F'd up again by not playing options, much like I did 3 mo's ago when ALB got slammed by Chile. Unlike my ALB play I'm holding my shares in PANW. The NVDA of Cybersecurity.

All my best!!

I am with you on PANW, my cost base $122 but not a huge position (you know me) as it has run since i first opened it so i did not average down on it.

for balance, I also have CRWD with a cost base $194 so i am down on that one.

still up decently between the two but when i entered both my bet would have been on CRWD to run instead of PANW.

this is why i buy so many stocks but small opening positions on each, because i never know which one will make a big run.

homie1975 · 08-23-23, 09:56 AM

Originally posted by Madison

This will sober those of us holding ...

PLUG stock has been publicly traded since the 1990s and has left a trail of devastated shareholders in its wake. Shares peaked at nearly $1,500 each back in 2000 on a split-adjusted basis and have fallen 99% since that point. Since Plug Power’s inception, the firm has racked up a jaw-dropping $3.3 billion accumulated deficit.

i'm still down 75% on this fugger PLUG

cost base $32.50

FML

d2bets · 08-23-23, 01:57 PM

Originally posted by homie1975

i'm still down 75% on this fugger PLUG

cost base $32.50

FML

Ready for NVDA today? Feels like the whole market is based on what they have to say this afternoon. I have no idea how the market will react. Pretty sure they will beat and guidance will be good, but will it be good enough?

homie1975 · 08-23-23, 02:42 PM

Originally posted by d2bets

Ready for NVDA today? Feels like the whole market is based on what they have to say this afternoon. I have no idea how the market will react. Pretty sure they will beat and guidance will be good, but will it be good enough?

1 oz of bad news or weaker than super strong guidance, and it will drop.

that's what happens when you've gone +230% YTD

i hope i am wrong.

NVDA directly and indirectly affects my portfolios, 401K, and Roth IRA in many ways :-)

ChuckyTheGoat · 08-23-23, 03:10 PM

Originally posted by Madison

You folks are boring me to some extent. Not sure if I did (Well I scored), but I almost gave you PANW just over 200. Does anyone here care anymore? IONQ, ACHR, etc ... anyone care???

Madison, I for one enjoy your posts. Think my biggest hurdle is that I'm not a knowledgeable stock guy. I am weighted heavily to Vanguard funds and pick just a few stocks.

I did follow your LAC selection on Lithium. I like the Metal sector. Win or lose, thx for expressing your opinion.

This goes back to my thesis. This is supposed to be a message board to exchange information. The reader can decide what to do with it...so, Thank You!

d2bets · 08-23-23, 03:22 PM

Originally posted by homie1975

1 oz of bad news or weaker than super strong guidance, and it will drop.

that's what happens when you've gone +230% YTD

i hope i am wrong.

NVDA directly and indirectly affects my portfolios, 401K, and Roth IRA in many ways :-)

Up ~ 6% on initial release ~ $500

Revenue up 88% from last quarter and over 100% from last year. That's gotta be pretty unprecedented for a company this size. Off the charts growth.

I just need another 4x to lock in retirement in a couple years.

homie1975 · 08-23-23, 04:18 PM

Originally posted by d2bets

Up ~ 6% on initial release ~ $500

Revenue up 88% from last quarter and over 100% from last year. That's gotta be pretty unprecedented for a company this size. Off the charts growth.

I just need another 4x to lock in retirement in a couple years.

now up over 9% after earnings.

shows you how little i know.

d2bets · 08-23-23, 04:36 PM

Originally posted by homie1975

now up over 9% after earnings.

shows you how little i know.

How long til Nvidia leaps ahead of Apple market cap?

homie1975 · 08-23-23, 05:03 PM

now some selling as it climbed 9.5%

currently ~7% up.

where will it settle ?

d2bets · 08-23-23, 05:22 PM

Originally posted by homie1975

now some selling as it climbed 9.5%

currently ~7% up.

where will it settle ?

I don't know, but from the same quarter last year Nvidia's profit this quarter at $6.2 billion was almost as much as it's revenue a year ago this quarter. That's mind-boggling. $2.48/share profit is 9x same quarter last year. Their profit margins are staggering.

homie1975 · 08-24-23, 09:04 AM

SEA Limited, stock symbol SE$

what an absolute shittshow

crushing me and i refuse to add to that position.

stinker.

homie1975 · 08-24-23, 09:19 AM

the AI trade is not having a great day by any stretch

cooling off and it is being sold somewhat though still slightly in green thx to NVDA

homie1975 · 08-24-23, 10:31 AM

holy reversal !!!

trobin31 · 08-24-23, 02:38 PM

Originally posted by homie1975

SEA Limited, stock symbol SE$

what an absolute shittshow

crushing me and i refuse to add to that position.

stinker.

I had some bags left over of SE as well. I did make a lot of money off this one during the bubble but wow I would have expected better. This is still a company generating 3 billion in revenue per quarter in a growing economy. I know a lot of headwinds bc of uncertainty about their gaming but have to figure a management founder who got them this far will only get better. Zooming out it looks like low 30s is the giga support but you really have to be hands off until whatever is killing asia stocks comes to light

trobin31 · 08-24-23, 02:39 PM

I added more PYPL and KOPN today

homie1975 · 08-24-23, 03:29 PM

Originally posted by homie1975

1 oz of bad news or weaker than super strong guidance, and it will drop.

that's what happens when you've gone +230% YTD

i hope i am wrong.

NVDA directly and indirectly affects my portfolios, 401K, and Roth IRA in many ways :-)

the broader market brought it back down.

absolutely nothing after that incredible earnings call.

wow, just wow.

d2bets · 08-24-23, 04:06 PM

Originally posted by homie1975

the broader market brought it back down.

absolutely nothing after that incredible earnings call.

wow, just wow.

Buy and Hold, my friend. As you say, BTFD.

Must have been some news out of Jackson (Black) hole today. Ole Jerry doesn't want the market moving up too fast.

homie1975 · 08-24-23, 04:59 PM

Originally posted by d2bets

Buy and Hold, my friend. As you say, BTFD.

Must have been some news out of Jackson (Black) hole today. Ole Jerry doesn't want the market moving up too fast.

we have had selling pressure since 7/31.

3 weeks worth.

that does not just go away because one behemoth blows out earnings and guidance.

NVDA and MSFT etc had run way too far way too fast since 1/1 those first 7 mos so it was time for some people to trim their positions, and they did.

homie1975 · 08-25-23, 09:56 AM

jerome wet blanket powell

d2bets · 08-25-23, 10:39 AM

Originally posted by homie1975

jerome wet blanket powell

Predictable. He isn't going to change his tune until the numbers are in hand. Which will happen at some point. As expected, I think no change in Sept and raise in Nov. But then the numbers turn in mid-November. Massive holiday rally.

So I think market is rangebound until November or December.

NVDA on sale now. Anyone who doesn't own or doesn't own enough should be adding now under $460. $750+ by year's end, you have my word.

Madison · 08-25-23, 10:58 AM

Originally posted by homie1975

I am with you on PANW, my cost base $122 but not a huge position (you know me) as it has run since i first opened it so i did not average down on it.

for balance, I also have CRWD with a cost base $194 so i am down on that one.

still up decently between the two but when i entered both my bet would have been on CRWD to run instead of PANW.

this is why i buy so many stocks but small opening positions on each, because i never know which one will make a big run.

With you Bud! CRWD my other cyber play as well. I've used PANW software hands on in a viable business. I read a study recently where they ranked sectors of their (business's) budgets least likely to be cut. Cyber/Sec #1.

Madison · 08-25-23, 11:05 AM

Originally posted by homie1975

i'm still down 75% on this fugger PLUG

cost base $32.50

FML

I think we all have some we just need to let go. Each day I look at my portfolio I basically analyze by saying to self "What would I never let go (the foundation), and add to given a correction and what are weaker/tradeable options.

Madison · 08-25-23, 11:07 AM

Originally posted by Madison

You folks are boring me to some extent. Not sure if I did (Well I scored), but I almost gave you PANW just over 200. Does anyone here care anymore? IONQ, ACHR, etc ... anyone care???

I haven't finished perusing the recent comments but Thx to those contributing, as much more fun!!

Madison · 08-25-23, 11:10 AM

Originally posted by homie1975

1 oz of bad news or weaker than super strong guidance, and it will drop.

that's what happens when you've gone +230% YTD

i hope i am wrong.

NVDA directly and indirectly affects my portfolios, 401K, and Roth IRA in many ways :-)

You've heard this song before from me but "Nobody loses when you take some profit".

Madison · 08-25-23, 11:21 AM

Originally posted by ChuckyTheGoat

Madison, I for one enjoy your posts. Think my biggest hurdle is that I'm not a knowledgeable stock guy. I am weighted heavily to Vanguard funds and pick just a few stocks.

I did follow your LAC selection on Lithium. I like the Metal sector. Win or lose, thx for expressing your opinion.

This goes back to my thesis. This is supposed to be a message board to exchange information. The reader can decide what to do with it...so, Thank You!

Chucky, most EV and Commodities are down. There are a lot of EV's in back stock. Thus the Lithium/Copper/etc are down. I just started a position in copper COPX. Now is a great time to DCA on LAC and look at ALB/SQM and LTHM. There are many more in the Lithium play. I'm a trader so I did sell some of my Lithium plays and I'm adding now. For instance ALB has been very good to me ... Buy under $200 sell over $250. Keep your eye on the Quantum space. Lot of potential 100x possibilities. I'm playing with IONQ and others.

I know youre in MSTR and have done quite well. I almost posted an article earlier but make sure you understand how much MSTR is a proxy for BTC. They own like 138K shares.

BOL, Bud!!!