Recent content by RU05

  1. R

    OT: Stock and Investment Thread

    Obviously speaking to the crypto only crowd.
  2. R

    OT: Stock and Investment Thread

    Required significant price cuts and trim reductions which will cut into margins. But they had to do something after 2025 which was very not good.
  3. R

    OT: Stock and Investment Thread

    Market heat check. I was thinking of selling MRVL last night in extended. That extra 10% seemed a little much. Not that up 4% after yesterdays move is a bad sign.
  4. R

    OT: Stock and Investment Thread

    Although TSLA looks like it wants to break out through resistance that dates back to 2021, I'm calling the SpaceX IPO will not lead to good price action for either TSLA or SPACEX. SpaceX at $1.75 tril is about 100x 2025 revs. Growth was 33% yoy which is good, but not 100x revs good.
  5. R

    OT: Stock and Investment Thread

    Approx price of 200w SMA?
  6. R

    OT: Stock and Investment Thread

    Up 40+% through extended. Might be my biggest one day jump.
  7. R

    OT: Stock and Investment Thread

    Chart looks bad going back 5 years. One year looks terrible. Maybe so bad it's good?
  8. R

    OT: 2026 NY Giants Off Season Thread

    If he were to be moved out, it likely wouldn't be a cut. A trade if anything, which also seems unlikely. Would love to see a rebound season for NY.
  9. R

    OT: Stock and Investment Thread

    Morgan Stanley has S as a neutral. Liked the quarter including a big increase in new ARR, but thought the strong quarter should suggest a raise of expectations which they didn't deliver. 5x revs, with 20% growth. I'm hanging in. If I was cool I would have added when it was down 17%...
  10. R

    OT: Stock and Investment Thread

    I was going to make fun of it's 600xrev's market cap, but they expect 5x growth 2026-2027. And then more then double that in 2028. Still it requires execution to reach those lofty growth numbers and pushing back time frames now likely means they won't. This could rebound in the short term...
  11. R

    OT: Stock and Investment Thread

    After looking at ASTC's $24m market cap, FJET's $293 looks daunting.
  12. R

    OT: Stock and Investment Thread

    SNPS down slightly. Don't love the chart. Might take profits here and revisit down the road.
  13. R

    OT: Stock and Investment Thread

    I have MDB up 10%. Probably riding the coat tails of SNOW.
  14. R

    OT: Stock and Investment Thread

    MRVL currently up 3%. Sellers said "let's take profits" buyers said "thank you very much".
  15. R

    OT: Stock and Investment Thread

    I think LABU looks to be in a pretty good spot here. Ran up into resistance, consolidated, broke through resistance and is now settling back to that level as support.
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