OT: Stock and Investment Thread

[RU05]

BA down 10% on earnings. Didn’t see too much talk on it

Im in it. It has sucked. Might add here though for one last gasp.

 

[T2Kplus20]

BA down 10% on earnings. Didn’t see too much talk on it

Im in it. It has sucked. Might add here though for one last gasp.

It looked like BA was going to rip a few times, but it was always short-lived. In other news, lots of folks impressed with ANT's S1. Amazing growth and a much more diverse client list than expected.

 

[Rutgers Chris]

It looked like BA was going to rip a few times, but it was always short-lived. In other news, lots of folks impressed with ANT's S1. Amazing growth and a much more diverse client list than expected.

My biggest takeaway from their S1 was buy more SpaceX

 

[T2Kplus20]

My biggest takeaway from their S1 was buy more SpaceX

Very reasonable take.

 

[Postman_1]

GOOGLE


MSFT

 

[T2Kplus20]

GOOGLE


MSFT

MSFT keeps rolling.

GOOGL = Buy the dip! Cloud is booming and so is AI demand for Gemini.

 

[RU05]

NOW with mixed results, getting crushed.

I'm getting beat up pretty good in extended.

 

[T2Kplus20]

NOW with mixed results, getting crushed.

I'm getting beat up pretty good in extended.

Yikes! Forgot about NOW. I'm holding leaps (that were about 100% up.....until the morning). LOL.

In other news, is FTNT a buy the dip candidate? This Q doesn't seem that bad:
— The cybersecurity company plummeted 25%. Non-GAAP gross margin for the third quarter came in at 79.6%, while analysts polled by LSEG sought 80.1%. Separately, top- and bottom-line results beat the Street’s expectations.

 

[RUAldo]

Yikes! Forgot about NOW. I'm holding leaps (that were about 100% up.....until the morning). LOL.

In other news, is FTNT a buy the dip candidate? This Q doesn't seem that bad:
— The cybersecurity company plummeted 25%. Non-GAAP gross margin for the third quarter came in at 79.6%, while analysts polled by LSEG sought 80.1%. Separately, top- and bottom-line results beat the Street’s expectations.

Only cybersecurity I’m in is Cloudflare and been DCA’ing but slowing down my buys because the entire space is becoming highly competitive and I suspect hyperscalers or frontier models are going to start encroaching. But then again I’ve been saying this for months and blew it with SAIL and RUBR, and missed the run in Commvault.

 

[Jtung230]

Very happy that I trimmed Google in the summer. I wanted to sell all my mega caps but didn’t want the tax bill. My advisor looked into a ETF swap but they didn’t need my Apple, AMZN, or Google to recreate the SPY.

 

[RUAldo]

Very happy that I trimmed Google in the summer. I wanted to sell all my mega caps but didn’t want the tax bill. My advisor looked into a ETF swap but they need my Apple, AMZN, or Google.

I trimmed Google as well but still hold a decent size position for the exact same reason = my tax bill from this year is going to piss me off although I plan to dump some losers sooner than later.

 

[Rutgers Chris]

Stealth bear market, that’s a new one.

 

[Jtung230]

Stealth bear market, that’s a new one.

The only new news is the 4 of the mag 7 in bear market territory. This market was the haves and have nots for a long time.

 

[T2Kplus20]

Stealth bear market, that’s a new one.

So it's time to start buying?
BTW, Hyperliquid was ripping yesterday for some reason.

 

[Scarletnut]

So it's time to start buying?
BTW, Hyperliquid was ripping yesterday for some reason.

That's because Druckenmiller announced that he was investing in Hyperliquid, went up 17%.

 

[RUAldo]

I added to Amazon, MSFT, Palantir, SoFi, Hood, Coin. Small buys, slow and steady. Also bought back LifeTime Fitness this week and will build. Accenture CEO buying own stock even after 30%+ recent move.

 

[T2Kplus20]

That's because Druckenmiller announced that he was investing in Hyperliquid, went up 17%.

Wow! That’s a good sign. I’m sitting on a ton of PURR commons. Wish I had calls!

 

[Rutgers Chris]

So it's time to start buying?
BTW, Hyperliquid was ripping yesterday for some reason.

North Korea probably invested all of their stolen funds there

 

[Rutgers Chris]

That's because Druckenmiller announced that he was investing in Hyperliquid, went up 17%.

If only I listened to this guy

OT: Bitcoin, Altcoins, NFT's & All Things Crypto - Page 115 - Forums

@Scarletnut @Rutgers Chris Found our old BTC thread. :)

www.on3.com

 

[Rutgers Chris]

I added to Amazon, MSFT, Palantir, SoFi, Hood, Coin. Small buys, slow and steady. Also bought back LifeTime Fitness this week and will build. Accenture CEO buying own stock even after 30%+ recent move.

 

[RUAldo]

Yeah I’m not diving in yet but will buy little by little. 6-8 weeks ago trimmed to raise a lot of cash in trading account. Today was not good for me but could have been way worse. I actually had a lot of green but not enough to offset the red.

Glad I sold entire RDDT position back in June even after missing a lot of upside. RDDT could be totally F’d. Search traffic spigot slowing. Now moving to log-in model which is a terrible move and screams desperation.

 

[Jtung230]

Yeah I’m not diving in yet but will buy little by little. 6-8 weeks ago trimmed to raise a lot of cash in trading account. Today was not good for me but could have been way worse. I actually had a lot of green but not enough to offset the red.

Glad I sold entire RDDT position back in June even after missing a lot of upside. RDDT could be totally F’d. Search traffic spigot slowing. Now moving to log-in model which is a terrible move and screams desperation.

Any fixed income? I bought a bunch of municipal bonds at 5-5.25%. All of the are now below 5% again. Corporate bonds are offering high yields but not sure if it’s cheap or they are just junk.