I nibbled on Eaton this morning. Trying to decide whether I continue adding
OT: Stock and Investment Thread
- Thread starter RU05
- Start date
AMD! Been on a nice run lately
www.cnbc.com
AMD tops estimates for first quarter as data center revenue jumps 57%
AMD's earnings report lands as investors rush into the stock on optimism that the AI boom is just getting started.
www.cnbc.com
Last edited:
AMD! Been on a nice run lately
AMD tops estimates for first quarter as data center revenue jumps 57%
AMD's earnings report lands as investors rush into the stock on optimism that the AI boom is just getting started.
Up 14% in ext. 4x over the last year.
Nice indeed.
5 year chart looks like it wants to run after a consolidation period. I think this little pullback is a great time to get in.
A Linkster pick.
Have to sell some junk and buy some tomorrow.
SOXS trade not looking good. Time to unwind the trade before it gets worse.
SMCI does seem interesting here.
PLTR should be a buy but for long term.
Anyone hear of MDAI? I might throw a few bucks at it.
SMCI does seem interesting here.
PLTR should be a buy but for long term.
Anyone hear of MDAI? I might throw a few bucks at it.
Sadly, I don't have HUT, but I do have RIOT (calls) and MARA (shares).
By the way, is DIS finally ready to turn the corner with the new CEO? Earnings reaction has been positive.
Momentum is not in it's favor but $130 may be a support level.
Still 60x rev's but with that growth rate it's going to be expensive.
I'm thinking that if the company can keep executing the way it has, the stock has found a bottom, but we are likely not going to see another parabolic move.
Last edited:
I see a nice pop. The chart has been putting in a series of higher lows. $125 has been resistance.
15x PE. 10% earnings growth, which is mostly margin expansion as rev growth is more modest.
SMCI must still be suffering from the accounting "scandal".
15x PE. .5x Price to revs. 50% rev growth.
Doesn't make sense to be this cheap.
MDAI has seen it's rev's cut by 30% TTM. Expectations are for a further decrease. What do you know about it?
Lots of folks have been waiting a long time for this! But gotta break pass $100 to make it true.
Nothing wrong with the report. I expected a pullback but 25-30% is too much. Someone knows something…
Is this a buyable dip (if the report was good).
I sold my BKSY calls going into earnings tomorrow. Was up 250% and needed to take profit. Who knows about earnings, especially with such a run up. Still holding shares. Happy to jump back into calls if the report is solid.
I don’t know if it is a buying opportunity. This thing has run up so much that it could drop to support of $6-7. It could not break resistance of $33 on two occasions and has formed a double top.
SMCI is like a coiled spring. If people look past the scandals, it can run up another $10 without any problems
MDAI is speculative into AI and medicine. It has limited use for burn victims, but could benefit from money pouring into medicine and AI.
I really like this AI-enhanced medical tech company. They just had a great Q1 report. I own a decent amount of shares:
Carlsmed
Carlsmed® uses patient data and digital technologies to create optimal surgical plans and personalized aprevo® spine fusion devices.
carlsmed.com
It's crushing it.Is that company still around!
Well, I guess it is WOLF 2.0, right?
2.0. Yes. "Up" 174% YTD. Trading today at 47.23.Is that company still around!
Well, I guess it is WOLF 2.0, right?
Love when I get blown out on a bankrupt stock only for it to restructure and jump from .40 to $45Is that company still around!
Well, I guess it is WOLF 2.0, right?