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Totally missed it, GB. I currently have a "drone stock" at about 6% of my stuff, so today is a good day.

Just busting your balls. Yeah, I got an after-hours call from a partner all geeked up over Red Cat (the way we're playing drones). So LETSGOOOOOOOOOOOOOO

Also on my drone stock list - KTOS, AVAV. Any others?

I'll respond more tomorrow and post snippets from our quarterly report. We like autonomous warfare stocks as a thematic investment. Kraken Robotics KRKNF is an underwater robotics company that has some really cool technology that's 400 meters above my paygrade to understand, but they have drone-like capability to launch hell from the water unmanned. Been reluctant to bring it up in here prior because I wasn't sure it was "Sponge worthy" but it's getting there for me.
UWMC sold. The Kraken has been let loose (bought). Small position to see where this goes.
Thank you.
 
I took a SOXS position this afternoon. I read an article about an EU "Bazooka" and it triggered Hank Paulson memories of 2008.

Likely hold for 2-3 weeks.
Is this an inverse to SOXL?
Yes. Basically 3x short on semi conductors. Not a good long term play.
Warning. I'm very tempted to follow you on this.
If you believe the trade war will re-escalate, why is an inverse semi conductor ETF a good way to play it?
 
I took a SOXS position this afternoon. I read an article about an EU "Bazooka" and it triggered Hank Paulson memories of 2008.

Likely hold for 2-3 weeks.
Is this an inverse to SOXL?
Yes. Basically 3x short on semi conductors. Not a good long term play.
Warning. I'm very tempted to follow you on this.
If you believe the trade war will re-escalate, why is an inverse semi conductor ETF a good way to play it?
After thinking, the answer is probably $ASML
 
And so it begins.....

Alphabet reported second-quarter results on Wednesday that beat on revenue and earnings expectations, but the company said it would raise its capital investments by $10 billion in 2025.

Shares of the company were up slightly in after hours trading.




Here’s how the company did, compared with estimates from analysts polled by LSEG:

  • Revenue: $96.43 billion vs. $94 billion estimated
  • Earnings per share: $2.31 vs. $2.18 estimated
Wall Street is also watching several other numbers in the report:

  • YouTube advertising revenue: $9.8 billion vs. $9.56 billion, according to StreetAccount
  • Google Cloud revenue: $13.62 billion vs. $13.11 billion, according to StreetAccount
  • Traffic acquisition costs (TAC): $14.71 billion vs. $14.18 billion, according to StreetAccount
The company’s overall revenue grew 14% year over year, higher than the 10.9% Wall Street expected.

Alphabet is going to spend more on artificial intelligence in 2025 than it anticipated.

In February, the company said it expected to invest $75 billion in capital expenditures in 2025 as it continues to expand on its AI strategy. That was already above the $58.84 billion that Wall Street expected at the time.




The company increased that figure on Wednesday to $85 billion, saying it was raising it due to “strong and growing demand for our Cloud products and services.”

Alphabet’s search and advertising units still showed growth in the second quarter despite AI competition heating up. The company’s search unit brought in $54.19 billion during the quarter, and its advertising revenue grew to $71.34 billion — up about 10.4% from $64.61 billion the year prior.

The company reported revenue of $13.62 billion for its cloud computing business, which is a 31% increase from a year ago. Google’s YouTube advertising revenue came in at $9.8 billion, higher than Wall Street expected.

Alphabet’s net income increased to $28.20 billion — up nearly 20% from the previous year.

The company said its “Other Bets” segment, which includes its self-driving car unit Waymo and life sciences unit Verily, brought in $373 million — up from $365 million a year ago. Other Bets reported a loss of $1.25 billion — up from the $1.13 billion a year ago.

AI Overviews, Google’s AI search product that summarizes search results, now has more than 2 billion monthly users across more than 200 countries and territories, said Alphabet CEO Sundar Pichai in Wednesday’s earnings call. That’s up from 1.5 billion users monthly last quarter.

The Gemini app, which has the company’s AI chatbot, now has more than 450 million monthly active users, Pichai said.
 
The company increased its capital expenditures for 2025 to $85 billion, up $10 billion from an initial projection in February, due to “strong and growing demand for our Cloud products and services.”

I suspect NVDA isn't disappointted.
 
Wonder why DOW and LYB have been down like tech stocks the LYB at a 9% dividend.
Just an FYI that DOW is tanking today (and LYB in sympathy) on horrible earnings and a cut dividend. Trading at $26, the lowest level since the Covid dropoff.
Sure, but on the bright side their yield will soon be right back where it was.
I've been out of these (LYB) for a bit now, but I'll admit to not understanding why we don't need chemicals in this world and why their business is drying up. It doesn't make a huge amount of sense, but it's obviously happening.
 
Wonder why DOW and LYB have been down like tech stocks the LYB at a 9% dividend.
Just an FYI that DOW is tanking today (and LYB in sympathy) on horrible earnings and a cut dividend. Trading at $26, the lowest level since the Covid dropoff.
DOW dividend cut was inevitable. I posted about that a few times. Less knowledgeable about LYB but would be looking at free cash flow compared to its dividend cost.

ETA - Just read DOW's earnings report. Negative cash flow of $470mm. Negative EBIT. They can't afford even the lower dividend. Don't buy it and I would be a seller here. I recommended my Parent's sell it in January and glad they did.
 
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Wonder why DOW and LYB have been down like tech stocks the LYB at a 9% dividend.
Just an FYI that DOW is tanking today (and LYB in sympathy) on horrible earnings and a cut dividend. Trading at $26, the lowest level since the Covid dropoff.
DOW dividend cut was inevitable. I posted about that a few times. Less knowledgeable about LYB but would be looking at free cash flow compared to its dividend cost.

ETA - Just read DOW's earnings report. Negative cash flow of $470mm. Negative EBIT. They can't afford even the lower dividend. Don't buy it and I would be a seller here. I recommended my Parent's sell it in January and glad they did.
My goodness that's pretty awful.
On the other hand the CEO is making out pretty well ...
Jim Fitterling, Chair and Chief Executive Officer at Dow, received $1.70 M in base salary, $12.45 M in stock award, and $518.01 K in other compensation,
making $18.84 M in total compensation in 2024.
 
Wonder why DOW and LYB have been down like tech stocks the LYB at a 9% dividend.
Just an FYI that DOW is tanking today (and LYB in sympathy) on horrible earnings and a cut dividend. Trading at $26, the lowest level since the Covid dropoff.
DOW dividend cut was inevitable. I posted about that a few times. Less knowledgeable about LYB but would be looking at free cash flow compared to its dividend cost.

ETA - Just read DOW's earnings report. Negative cash flow of $470mm. Negative EBIT. They can't afford even the lower dividend. Don't buy it and I would be a seller here. I recommended my Parent's sell it in January and glad they did.
I’m surprised it wasn’t down more, definition of dead money. Surprised Tesla wasn’t down more as well but that one just has no rational. 200 forward PE for negative growth…..semantics.
 
Wonder why DOW and LYB have been down like tech stocks the LYB at a 9% dividend.
Just an FYI that DOW is tanking today (and LYB in sympathy) on horrible earnings and a cut dividend. Trading at $26, the lowest level since the Covid dropoff.
Added some LYB as a contrarian sympathy buy.

And out for a 5% gain in a day. Thanks Wall Street for leaving free money on the ground once again.
 

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