OT: Stock and Investment Thread
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I would not take anything out of this guy's mouth as gospel. He is a shady human being. His SPAC companies have all been a disaster (save for SOFI). SOFI took years to recover from his pillaging.
By the way, what do you think about AAPL being one of the massive AI winners (via an agentic Siri)? Imagine the userbase that would tap into it.
MSFT is holding a strong level of support (anchored VWAP from the 2022 low).
Hopefully the bottom is in for PLTR. It is good news that despite the negative report, it was essentially flat for the day. A few more upgrades and we should be going much higher.
All the, but doesn’t change the numbers on buffet. They are facts
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Association is not causation. Growth stocks have outperformed value stocks in the past 2 decades. Buffett is a value investor. Even taking that into account, Buffett has returned much higher than the S&P 500 since 2000. His data is wrong. Never trust a snake. Always double check.
*correlation is not causation
The data is the data, regardless of where it comes from. Chamath didn’t judge Buffet, just simply presented the numbers, people can take from it what they want.
I’m torn on chamath. He’s a prick for sure, but he’s come out and said his job with the SPACs was to take them public successfully, which he did. That the underlying companies all tanked didn’t help. He’s said he isn’t proud of that period recently. His more recent work has been much more legitimate. The jury is still out imo.
This data proves that Peter Lynch was a better investor than Buffett. He earned nearly 30% per year during his Magellan leadership which was mostly post 1980 regs (IIRC, 1977 to 1990). Lynch was one of the best ever.
Funny timing, someone posted this in a group I’m in earlier today. One of the first comments was something along the lines of Lynch benefiting from these facts being relatively inaccessible at the time to the masses versus now where the info is everywhere.
That PEG ratio is the big one! Love that metric.
Peter Lynch was also notorious for visiting companies he invested in and said to never buy the stock of company that you don’t understand their product
Info = $$$. Even guys like Lynch took advantage of info that wasn’t available to 99.9% of investors. Lynch could call the IBM IR department in the morning and was sitting in a conference room in Armonk that afternoon. Regs fixed some of the nonsense but they all did it. I remember when Jim Cramer would talk about hanging in the backyard with his neighbor the Celgene CEO. Easy to make money when you have access to the right people.
Had time to make some moves this afternoon. Buying AAPL leaps - $300 Jan 2028. The more I read about what they are working on, the more I believe they will be a massive AI winner. Will add contracts on any meaningful dips.
Also started buying EWZ Jan 2027 calls. EEM is red hot and Brazil is one of the highlights. Finally, eyeing MSFT leaps as well, but being patience. It's at a big level of support right now (anchored VWAP from the 2022 lows). Let's see if it holds.
Also started buying EWZ Jan 2027 calls. EEM is red hot and Brazil is one of the highlights. Finally, eyeing MSFT leaps as well, but being patience. It's at a big level of support right now (anchored VWAP from the 2022 lows). Let's see if it holds.
These numbers are slightly lower than what CNBC is reporting
Holy Mother of God. Can't believe a company this size is growing this much:
Nvidia reports earnings and guidance beat as AI boom pushes data center revenue up 75%
Nvidia has been the best performer on Wall Street this year among tech's megacap companies.
www.cnbc.com
Doing very well, it pays to be diversified over the long term. More of a buy and hold and don’t trade much unless I see a significant change. I see you’ve been into various options, keep up the good work!How's the portfolio doing? Are you into zero-day options yet?
Great plan. About 20% of my portfolio is in a dozen or so stocks that will go go the kids in a stepped up basis. I’ve held most for decades. My other strong view is okay to take profits but keep a position if you believe in the company. I’d kick myself if I bailed out entirely of my best performers.95% = don't touch, set and forget (funds and ETFs)
5% = YOLO Bizatch!
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Hmmm, not sure why. It must have been right when they announced and they jumped the gun.
Yea, agree, I think earning were adjusted but that wouldn’t be the case (it seems for the other numbers). Some try to be first to report and maybe they did? Journalism, financial or otherwise, is virtually dead these days. I haven’t read much of anything on the internet that didn’t have errors (substantive, grammatical, or other). Video killed the radio star and the internet killed journalism...Anyway, strong numbers for NVDA!
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CoreWeave earnings. I know they currently have another data center being built in NJ at the old Merck Kenilworth site
www.cnbc.com
CoreWeave stock slides as quarterly revenue guidance disappoints
The company's quarterly revenue forecast fell short of consensus.
www.cnbc.com
Great news for NFLX shareholders!
www.cnbc.com
Netflix ditches deal for Warner Bros. Discovery after Paramount’s offer is deemed superior
Netflix is ditching a deal to buy Warner Bros. Discovery's studio and streaming assets after the WBD board deemed a revised bid by Paramount to be superior.
www.cnbc.com
I own NLFX so I'm very happy with the news. However, I'm kicking myself since I've been considering calls after the negotiating window was reopened. D'OH! Missed it.
Outstanding interview with Druck. Lots of real wisdom here. My favorite:
It's not about how often you are right or wrong, it's about how much money you make when you are right and how much you lose when you are wrong. (paraphrase)
It's not about how often you are right or wrong, it's about how much money you make when you are right and how much you lose when you are wrong. (paraphrase)
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Good on him that he didn’t bother to give a dumb opinion on crypto.
Bitcoin is having a “sale” though. It offers near zero relative utility at a market cap of over a trilly! Only Mathematicians can recognize the tremendous opportunity! Fibonacci might have even gotten on board at this price!
I’m glad I sold 1/3 of what I had back when it peaked over 550 / sh a few quarters ago. Dividend yield near 1% in the meantime while investors decide if MSFT is just another bloated software company or if it is really pushing the AI frontier with a huge installed base to build from.Are you stacking MFST? I started buying leaps yesterday.
Thank goodness my “dumb-ish” retirement accounts (I try to avoid changing things too often) have plenty of stuff that has come back into favor recently.
I’m starting to think it’s another bloated software company at least until they fix co-pilot. There are some really bad charts in the software space. I remember looking at Duolingo last June and it was running towards $600. I kept thinking AI would kill it but just kept going higher. It closed at $99 yesterday. It’s been a blood bath.
A common market thought is selling off on good news is bad.
But Josh Brown has been pointing out NVDA typically runs up into the call and then sells off after amazing earnings.
It's been in a range between $170 and $200 for about 6 months now. Currently at $177, so holding $170 is the first order of business.
Was about $100 when they made that first offer on Dec 5th. At $96 it's basically at those levels.
ATH's were hit in late June at around $133.
competition especially Google’s TPUs holding NVDA back, not to mention circular deals. There will be a tipping point where the market is flooded with chips and oversupply brings these companies back to earth.
My favorite pick right now is Corning GLW. Unfortunately I missed most of the recent run up because I took too long to pull the trigger. Copper prices/supply will drive companies to fiber. Player in Data center buildouts. Telcos noted fiber supply/prices an issue which I took as a GLW green light.