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T2Kplus20

T2Kplus20

Heisman
May 1, 2007
32,342
20,237
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Rutgers Chris said:
Those two things helped, but there’s other factors. Here’s the meme that everyone has been using for months. The 4 year cycle low was predicted for October. Everyone planned to buy then, so this is simply people front running that along with a catalyst.
View attachment 1407982

Also, there’s always runners out ahead of Bitcoin and they were walking up before these announcements. Solana activity woke up in May and is back at ATH. And the darling of the cycle Hyperliquid woke up in April and is also at ATH.
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Increased usage/activity only matters if it is tied to token value.
 
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RU05

All-American
Jun 25, 2015
15,140
9,410
113
NVDA down slightly on earnings.

CRWD up 14% on earnings. Pulling PANW SAIL and S (reports tomorrow) up with it.
 
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RU05

All-American
Jun 25, 2015
15,140
9,410
113
RUAldo said:
Unless Jensen knocks the ball out of the park on the call, could be stuck in neutral?
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I think it will turn green tomorrow. Think it marches higher towards next earnings.

It had decent momentum heading into this report. This report is too good for that momentum to end.

My opinion of course.
 
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RUAldo

All-Conference
Sep 11, 2008
5,210
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I don’t get the CRM deal/product with Anthropic = ClaudeForce…CRM invests in Anthropic (worth approx $40B)…Anthropic integrates directly into Salesforce…seems circular and at the same time how can they both win? Or is it the customer that actually loses? Something doesn’t make sense.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
32,342
20,237
113
RU05 said:
I think it will turn green tomorrow. Think it marches higher towards next earnings.

It had decent momentum heading into this report. This report is too good for that momentum to end.

My opinion of course.
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NVDA already pumping. They announced on the call 70% expected growth in FY2028 which will still be supply constrained. From this moment, the stock took off.
 
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RU05

All-American
Jun 25, 2015
15,140
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RUAldo said:
I don’t get the CRM deal/product with Anthropic = ClaudeForce…CRM invests in Anthropic (worth approx $40B)…Anthropic integrates directly into Salesforce…seems circular and at the same time how can they both win? Or is it the customer that actually loses? Something doesn’t make sense.
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Salesforce having one of the leading AI models directly integrated seems like a win for them.

Anthropic having exposure to all of CRM's business customers seems like a win for them.

I love what I've seen from AI and all I use is google gemini, I'm sure if you pay for it you can get a lot more out of it.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
32,342
20,237
113
RU05 said:
Salesforce having one of the leading AI models directly integrated seems like a win for them.

Anthropic having exposure to all of CRM's business customers seems like a win for them.

I love what I've seen from AI and all I use is google gemini, I'm sure if you pay for it you can get a lot more out of it.
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Time to cancel the SaaSpocalypse? :)
 
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RU206

All-American
Jan 23, 2015
5,192
5,275
113
Scarletnut said:
@T2Kplus20, any insight on Revolution Medicine (RVMD)? They just completed late stage clinical trial for late stage pancreatic cancer with a 60% increase in survival time. Trials are ongoing for small cell cancers and late stage lung cancer. They don't have the production capacity to produce the medication in a large scale, making them an ideal takeover candidate.
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RUAldo

All-Conference
Sep 11, 2008
5,210
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RU05 said:
Salesforce having one of the leading AI models directly integrated seems like a win for them.

Anthropic having exposure to all of CRM's business customers seems like a win for them.

I love what I've seen from AI and all I use is google gemini, I'm sure if you pay for it you can get a lot more out of it.
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Someone has to lose though I’m not suggesting it’s a product killer…but is Microsoft vulnerable?

“Also on Wednesday, Salesforce announced Claudeforce, a plugin for Anthropic’s Claude that can compose emails on behalf of salespeople, arm them with information and update records through chat.”

I’m a huge fan of Gemini…super easy to use
 
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RU05

All-American
Jun 25, 2015
15,140
9,410
113
RUAldo said:
Someone has to lose though I’m not suggesting it’s a product killer…but is Microsoft vulnerable?

“Also on Wednesday, Salesforce announced Claudeforce, a plugin for Anthropic’s Claude that can compose emails on behalf of salespeople, arm them with information and update records through chat.”

I’m a huge fan of Gemini…super easy to use
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Were CRM and MSFT competitors?

I guess Anthropic's AI I guess competes with MSFT's AI?
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
32,342
20,237
113
rurahrah000 said:
MRVL has been set up nicely here. I got in just under $200 and am hoping for it to be ~$300 after the report tomorrow.
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Will try to get into a short-term options play. Perhaps Sept or Oct calls. I think the NVDA report is going to ripple through the market for a while.
 
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RUAldo

All-Conference
Sep 11, 2008
5,210
3,694
113
T2K = since you are in biotech/pharma, you have any thoughts on bio defense/warfare companies? AI will likely help healthcare more than any other industry, but it also makes it possible for people to do some really bad ****. I bought EBS last week on a gut feeling that Iran or some of these neutered terrorists could make bio threats - and EBS is up 24% in 5 days. Testing a theory and looking to dig deeper.
 
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RUAldo

All-Conference
Sep 11, 2008
5,210
3,694
113
Another stock I’ll throw into the mix on the fintech side - Synchrony Financial. Seems a bit undervalued and recently announced a partnership with OpenAI and appointed a Chief AI officer (Nimrod Barak gotta love the name). Going all in on agentic commerce and recently expanded its CareCredit product to Stripe’s
checkout for U.S. health and wellness providers. I’m intrigued by the growth in healthcare financing. Thoughts?
 
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RU05

All-American
Jun 25, 2015
15,140
9,410
113
RUAldo said:
Another stock I’ll throw into the mix on the fintech side - Synchrony Financial. Seems a bit undervalued and recently announced a partnership with OpenAI and appointed a Chief AI officer (Nimrod Barak gotta love the name). Going all in on agentic commerce and recently expanded its CareCredit product to Stripe’s
checkout for U.S. health and wellness providers. I’m intrigued by the growth in healthcare financing. Thoughts?
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Qk look

one year chart is meh

5 year chart looks great

super cheap at 9x pe

Eps growth has moderated after a big pop. But still expected to be over 10% next year

I just sold a small financial (FLG) this could be a nice replacement
 
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RU05

All-American
Jun 25, 2015
15,140
9,410
113
RU206 said:
Does anyone own CSQUARE INC? (CSQR) Merrill sent me a buy notification.
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I don't but I do see Morgan Stanley has a buy on it as well. Lowest price target on the street is 20ish% above current price.

Slightly below it's IPO price from a month ago.

Reported qrtly revs or $280 mil. Market cap of $3b. So 3x price to revs? That's very cheap.

14% rev growth, which is relatively modest, but still decent especially considering that price to revs. They expect this growth to accelerate once new facilities are up and running.

Much of the IPO money was allocated to retiring high yield dept.

Sounds somewhat similar to crwv in that it's going to grow fast, but burning cash in it's build out.
 
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