OT: Stock and Investment Thread
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"Shares for this cloud computing company gapped higher on impressive Q4 results last month and the stock has extended those gains aggressively. Fastly's powerful rally since its Q4 report reflects a meaningful shift in investor sentiment, driven by growing confidence that its strategic transformation is gaining traction. Strength among enterprise customers stands out as a particularly encouraging development, as larger clients are increasingly adopting Fastly's higher-margin services-supporting improved revenue quality and longer-term visibility. The 55% yr/yr increase in RPO further reinforces this view, signaling robust forward demand and a strengthening pipeline of contracted revenue. Importantly, Fastly is shedding its legacy perception as a pure-play CDN provider and repositioning itself as a more diversified edge platform spanning security, compute, and AI-driven workloads. Looking ahead, the company typically reports Q1 results in early May. Yr/yr revenue growth has increased each quarter for the past five quarters. That string may get broken in Q1 with analysts modeling high-teens top line growth. However, it is still quite good."
CPS per share of .61 in 2025. 7x price/rev's. So not expensive.
Probably a good idea. I'm crazy up on my XLE calls, even with the recent pullback. Time to cut and use the money for XLE shares and big tech. No need for the leverage now.
FYI - gold is looking strong again. Super bullish if it stays above $4750 (June contracts), so about $4700 on the spot price. It's very clear, once the Iran conflict is officially over, metals are going to rip. I'll start jumping back into gold and copper plays.
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Ya, replenishing gold and copper is my first order of business.
Got thumped on copper so DCA'ing to a lower price on that front.
Who's getting in on SpaceX
www.cnbc.com
SpaceX confidentially files for IPO, setting stage for record offering
Elon Musk's SpaceX is reportedly targeting a valuation of around $1.75 trillion in its forthcoming IPO.
www.cnbc.com
Elon to become the first trillionaire? Probably.Who's getting in on SpaceX
SpaceX confidentially files for IPO, setting stage for record offering
Elon Musk's SpaceX is reportedly targeting a valuation of around $1.75 trillion in its forthcoming IPO.
NKE got stomped out today. Buy the dip?
It’s def tempting because I remember the days when Nike ruled the World. But its product lines are a mess. All I see now are OnCloud, Hoka, NB, and a mix of other sneaker brands and lifestyle shoes like Sketchers. The Nike brand could be permanently damaged. With that said, I bet it’s back above $50 soon.
NKE got stomped out today. Buy the dip?
Nah, Falling knife until proven otherwise.
Agreed. I made some money on NKE leaps after the last earnings report crash (+40%). I got lucky. Not trying that again.
Rev's expected to remain flat, while EPS is expected to be at the bottom of a trough with very solid growth in upcoming years.
So no growth of the business, but potential for margin expansion.
I assume this late it is Asia trading?Algo's working overtime tonight!
But will be interesting to see where its at in the morning.
NKE is a brand and company that isn't going anywhere. It's still an American institution, so it will get turned around sooner or later. But sadly, I have no idea when.
Yeah, I sold those calls, but I did convert/buy shares in XLE, XOP, and a bunch of individual names. Funny thing, he didn’t say anything new. Seriously, every main point was already said within the past 24 hours. LOL!
It varied. I had 2 XLE positions (different accounts), up 180% and 250%. Up close to 100% on WMB and 80'ish% on RIG. This was my second round of energy calls. Did even better on SLB and XOM a few months ago.
Energy was a money tree for Q1!
Love it! Speaking of NKE, where the hell are the Caitlyn Clark shoes and merch? How long does it take.
Feels like one last temper tantrum from the market. Probably a good time to short oil futures.....but don't have the balls to do so! LOL.
I might, but buying everything but oil, is basically shorting oil.
Agreed. Other than puts, "shorting" to me is about what I buy or don't buy.
Probably not. I would likely do NKE leap calls (Jan 2028) and let it ride. No need to tie up too much capital.
I misunderstood. Thought you were selling covered calls.
No, just long calls. I've started playing around with spreads and covered calls, so I'm learning!
Fascinating conversation on the SpaceX IPO and the potential for all that can be done in space in terms of mining, manufacturing, etc. Good news for SpaceX, Tesla, RKLB and ASTS, among others
Great episode. Been enjoying their conversations. Sounds like Elon is trying to get 30% of IPO shares to retail.
By the way, my COIN account is officially drained and on ice. I’m not formally closing it, but HOOD is so much better. Don’t see a reason to go back.
I really like Greenhaus when he's on the Closing Bell.
Though he is a talker, and I don't love 2 guests when one is a big talker and takes over the episode leaving the other one just sitting there.
Greenhaus is wary about this war lasting awhile which eventually has a bigger negative impact on the markets.