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is drake (the duck not the rapper) around?
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Date: February 22nd, 2018 9:48 AM Author: Motley mexican hospital (http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459720) |
Date: February 22nd, 2018 9:51 AM Author: haunting immigrant Sup (http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459730) |
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Date: February 22nd, 2018 9:54 AM Author: Motley mexican hospital thoughts on TWTR after performance in last couple quarters?
thoughts on SHOP?
thoughts on ANET post earnings dissapoint? |
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Date: February 22nd, 2018 10:00 AM Author: Motley mexican hospital (http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459782) |
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Date: February 22nd, 2018 10:01 AM Author: haunting immigrant Not close to twitter anymore but general sense i get is there is momentum to move ad dollars to twitter from FB. To the extent that drives momentum should work. People in general trying to find other FBs - witness Snapchat move as well
SHOP is a great company but too expensive for my tastes. Will probably work if you like momentum stocks. Will get bought out by someone like Adobe in my opinion, maybe Salesforce.
ANET is going to decel a lot this year. Lots of hair on their guide and stock was too expensive. I've stated before that I love the company but its just too expensive ans I've said that all. The way up from like $150 or so.
However I think this could be a good entry and the company will beat estimates as the year goes on. Nothing fundamentally wrong wih the thesis, just when you are that expensive your earnings reports must be pristine. The bull case is something like $10 of EPS in 2019. 30x forward P/E means it is a $300 stock at the end of the year. Decent upside |
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Date: February 22nd, 2018 10:02 AM Author: Motley mexican hospital oh yeah and what about oled. wtf is going on with those faggots? is it all about the iphone X worries? (http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459793) |
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Date: February 22nd, 2018 10:03 AM Author: haunting immigrant Yeah iphone worries.
They report and guide 2018 after close today. I expect a big beat and strong guide and stock to rip |
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Date: February 22nd, 2018 10:05 AM Author: Motley mexican hospital hmmmm.... contemplating doubling down rn.
i wish i knew how to play options properly |
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Date: February 22nd, 2018 10:04 AM Author: Motley mexican hospital also watt baba nflx sq splk nvda and atvi
tyty!!! |
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Date: February 22nd, 2018 10:12 AM Author: haunting immigrant 1. Vaporware 2. Long 3. Long but probably flat for rest of this year 4. Biased short as profits mainly from merchant lending not payments 5. Gun to my head a short but good asset. Wouldnt be playing it here 6. As long as crytpo doesnt implode its a long 7. Long |
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Date: February 22nd, 2018 10:14 AM Author: Motley mexican hospital please expand on watt? i'm holding it like a sucker rn. i take it you mean its like a biotech stock in that it has promising IP that could mean lots of sales down the road but we wont see any yuge moves anytime soon? (http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459845) |
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Date: February 22nd, 2018 10:21 AM Author: haunting immigrant I don't know if the product is real/can be commerciallized in any real sense. The contact based stuff isnt markedly different than current inductive charging methods (Qi) and the at a distance stuff is still TBD
I don't trust the management team and I don't trust them to execute. They lied to people's faces on their equity raise
It is very biotechy. You've basically bought into a binary outcome. It hits and is big and stock could 5x or you lose all your money if the tech shows itself to be worthless |
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Date: February 22nd, 2018 10:32 AM Author: Motley mexican hospital fmfl (http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459984) |
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Date: February 22nd, 2018 10:36 AM Author: Motley mexican hospital question about nvda. you said "6. As long as crytpo doesnt implode its a long"
i thought nvda's growth was anticipated to be in stuff like AI, automation, driverless cars and all that bullshit. i thought crypto was a tiny almost irrelevant portion of their growth story? |
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Date: February 22nd, 2018 11:31 AM Author: Motley mexican hospital (http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35460402) |
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Date: February 22nd, 2018 2:53 PM Author: haunting immigrant Last Q crypto was probably around 15% of their revenue, likely something like 20% of profits
Long term thesis on datacenter / automation notwithstanding, that much exposure compounded by the fact these GPUs will float around used cannibalizing new GPU sales is no bueno in short term
For a momentum stock like NVDA they can never not beat numbers. If they even come in-line with expectations the stock will go down. If they miss, good luck. |
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Date: February 22nd, 2018 11:31 AM Author: Motley mexican hospital fml forgot to ask about the king, queen and emperor of them all: fb, googl, amzn? (http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35460405) |
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Date: February 22nd, 2018 2:55 PM Author: haunting immigrant Hard to have any real edge Generally buy when they are hated and stock is down. Trim when they are universally loved and stock is up
AMZN which I love is above my end of year PT so sadly had to trim my position |
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Date: February 22nd, 2018 11:37 AM Author: Motley mexican hospital thoughts on this douche's disney will eat nflx's lunch thesis?
http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078054
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Date: February 22nd, 2018 2:59 PM Author: haunting immigrant There's room for more than one streaming service
NFLX could raise prices to $19.99 and nobody would flinch. I think the current price is $12 a month? Even with subscriber ads you can raise prices $2 every other year and have 70% revenue growth over 8 years
Hard to see significant cannabilization of subscribers in these business. Just think of Sirius XM or even AOL. People tend not to churn. And NFLX will be continually adding value to the service with new shows and content
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Date: February 22nd, 2018 3:46 PM Author: Motley mexican hospital so the disney douche was completely retarded right? hell yeah (http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35462641) |