General Malaise
Footballguy
Well, see....that's the problem. You can't. We tried.
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Stock Thread (6 Viewers)
- Thread starter St. Louis Bob
- Start date
Well, see....that's the problem. You can't. We tried.
Sand
Footballguy
Again, if expressed as effects on the markets that isn't political. It's monetary. I'm sure someone expressed opinions in there somewhere that got things nuked. Talking about effects like that is nothing different than talking about tax rates.
Also, speaking of the tariff effects, one reason for the mini-puke today may be that yields have jumped due to the prospect of Treasury tariff refunds (maybe) being necessary. Markets usually go down when yields spike, so this makes sense.
Bob Sacamano
Footballguy
I'm going to say it was my post about confidence in current institutions that was likely the problematic one.
General Malaise
Footballguy
"Look, I know we want great, neutral weather for the Chicago/Green Bay game this Sunday, but I'm looking at the forecast and there is a 79% chance of snow and ice coming our way".
Imagine banning that sort of rhetoric in the Shark Pool.
Pigskin Fanatic
Footballguy
i see it bothers you a lot GM and I can't say I blame you. unfortunately this is a public space and it's too easy for someone else to come along and add to these comments that take us deep into a bad place. that is likely what the mods are avoiding. give the mods a break on this, they have been taking an extreme stance and as much as we can criticize them for it, they can't control posters so this is what we got.
just keep making me money please. TIA.
just keep making me money please. TIA.
General Malaise
Footballguy
Oh, on a scale of 1 to 5, this is a 1 for me. I'm used to it by now and I've made my point, but I wanted Sand to understand what transpired. Did I lay it on a little thick? Of course. Management here shouldn't be beyond reproach and feedback shouldn't be shut down. That's not how any business should operate.
Bob Sacamano
Footballguy
I hear throwing pennies helps to illustrate one's point in these matters.
General Malaise
Footballguy
WELL IF THE CURRENT ADMINISTRATION HADN'T GOTTEN RID OF THE PENNY I COULD THROW THEM AROUND!!11111111111111ONE
Don't report this you thin skinned ninnies.
identikit
Footballguy
rockaction
Footballguy
I've been arguing that we should be able to do things like that only I've caught a couple of suspensions for doing so. I mean, imagine trying to talk about privacy and government without bringing up the NSA and James Clapper. Two weeks!
This is not to carp at the mods. I used pretty strong words about what I thought should happen to the man and probably deserved it. But I've long thought that the no politics (at all!) rule was destined to restrict talking about topics that weren't inherently political themselves but needed to be talked about in that fashion because governance was becoming essential to discuss.
And I know I said to refrain but I certainly hit no buttons to alert a soul. And I actually think if we were to have a discussion about our institutions it would be a lot more complicated than you all were painting it out to be, and I actually agree with your sentiments about the person responsible.
Sparky Polastri
Footballguy
objective data (removed) from the weekend says otherwise
Also, don't talk about "uncertainty". Posts on that topic were also removed.
identikit
Footballguy
Bob Sacamano
Footballguy
Yay moneys!
The Z Machine
Footballguy
Google is my highest holding in the brokerage, so I'm happy.
Bob Sacamano
Footballguy
Headed for a zippy-esque last post in every thread on page 1 result tonight
Bob Sacamano
Footballguy
I can't even. There are just too many unpostable threads. Like people watch cycling
Bob Sacamano
Footballguy
Or are proud of their kids. Gtfo
Bob Sacamano
Footballguy
March add to GOOGL up about 50%. In my brokerage acct. Am I really going to be, "Make a decision because of the tax implications" guy? In this instance, I believe I am.
Read a piece about Burry loading up on UNH calls in Q2. Couldn’t discern the duration or strike price but I tailed him and bought three for myself yesterday.
JB Breakfast Club
Footballguy
GTLB and CRM getting pummeled. Blech.
identikit
Footballguy
AEO. my Sydney Sweeney stock is up 22% after hours, after their quarterly report
The visual of the chart: https://finance.yahoo.com/quote/AEO/
Best part of my investing day
The visual of the chart: https://finance.yahoo.com/quote/AEO/
Best part of my investing day
Sand
Footballguy
AEO should rename the ticker to HTOL.
ConstruxBoy
Kate's Daddy
I assumed that the chart would have two big bumps...
Bob Sacamano
Footballguy
CRM wait!!
Nathan R. Jessep
Footballguy
Going to check it on open in the AM, but I'm looking at Dollar Tree $DLTR as it just dipped after earnings (positive earnings, mind you). Similar to last quarter. Dipped on earnings release, 30% runup followed. I think tariff-related inflation is driving this. And I think it's going to continue. Even if tariffs are declared illegal, I think the short-term damage is already locked in for at least another quarter or two. I think Dollar Tree is going to print.
identikit
Footballguy
Last edited:
Todem
Footballguy
Buy more.
Todem
Footballguy
CRM
Data cloud and AI annual recurring revenue was up 120% year over year
4th guidance was more conservative hence todays sell off.
Don’t think next quarter. Think 12-18 months out in this stock which is absolutely undervalued.
If it hits the lower end of my price target it is a 56% rise from here. High side would be 66%
Data cloud and AI annual recurring revenue was up 120% year over year
4th guidance was more conservative hence todays sell off.
Don’t think next quarter. Think 12-18 months out in this stock which is absolutely undervalued.
If it hits the lower end of my price target it is a 56% rise from here. High side would be 66%
Bob Sacamano
Footballguy
So, two bumps
The Z Machine
Footballguy
'Skoden! I believe!!!
If you bought OPEN on Tuesday you may want to take that profit. Depending on the time of day it was purchased, that should be between 15% and 20% or so. Not bad for three days.
Might take CBRL a bit longer to yield those kinds of gains. Where is Sydney Sweeney when you need her? I'm sure she'd like their biscuits.
identikit
Footballguy
Nathan R. Jessep
Footballguy
update, still dipping
Watching for a bounce in the 86-91 range, that's where I'll look to get in.
Capella
Footballguy
You have my attention
identikit
Footballguy
I ended up buying some OPEN and BMNR today. Added Dollar Tree to my watch list.update, still dipping
Love a good mystery....
Broadcom’s stock pops on mystery $10 billion AI customer
Broadcom reported fiscal third-quarter earnings that beat expectations and provided robust guidance for the current quarter. The stock rose in extended trading after the company said it had secured $10 billion in orders from a new client for custom chips.
Here’s how the chipmaker did versus LSEG consensus estimates:
Broadcom said it expects $17.4 billion in fourth-quarter revenue, higher than the $17.02 billion expected by Wall Street analysts. Revenue in the third quarter rose 22% on an annual basis.
The company reported net income of $4.14 billion, or 85 cents per share, after recording a net loss a year ago of $1.88 billion, or 40 cents per share. The loss in the year-ago period was due to a one-time tax provision of $4.5 billion that resulted from the company transferring intellectual property to the U.S.
Broadcom develops custom chips for Google and other cloud companies, in addition to networking parts and software needed to tie thousands of artificial intelligence chips together.
Broadcom shares are up 32% for the year as of Thursday’s close and have almost doubled over the past 12 months, lifting the company’s market cap past $1.4 trillion.
Investors are optimistic that the company’s custom processors may in the coming years threaten Nvidia’s dominant market share in AI chips. In March, Broadcom CEO Hock Tan said the company was developing new AI chips with three large cloud customers, and said he expected AI growth to continue through next year.
Tan said on a call with analysts that Broadcom had secured $10 billion in orders for its custom AI chips, which it calls XPUs, from a fourth customer.
“One of these prospects released production orders to Broadcom, and we have accordingly characterized them as a qualified customer for XPUs,” Tan said. He added that the large order increased Broadcom’s forecast for AI revenue next year.
“We will ship pretty strongly beginning 2026,” Tan said.
Tan attributed the company’s third-quarter revenue growth to its custom AI accelerators, networking parts and its VMware software. AI revenue jumped 63% during the period to $5.2 billion, beating the company’s prior prediction of $5.1 billion.
Tan said he expects AI revenue to reach $6.2 billion this quarter.
The company said its chip sales, reported as semiconductor solutions, rose 57% to $9.17 billion. Revenue in Broadcom’s infrastructure software business, which includes VMWare, rose 43% to $6.79 billion.
Broadcom’s stock pops on mystery $10 billion AI customer
Broadcom reported fiscal third-quarter earnings that beat expectations and provided robust guidance for the current quarter. The stock rose in extended trading after the company said it had secured $10 billion in orders from a new client for custom chips.
Here’s how the chipmaker did versus LSEG consensus estimates:
- Earnings per share: $1.69 adjusted vs. $1.65 expected
- Revenue: $15.96 billion vs. $15.83 billion expected
Broadcom said it expects $17.4 billion in fourth-quarter revenue, higher than the $17.02 billion expected by Wall Street analysts. Revenue in the third quarter rose 22% on an annual basis.
The company reported net income of $4.14 billion, or 85 cents per share, after recording a net loss a year ago of $1.88 billion, or 40 cents per share. The loss in the year-ago period was due to a one-time tax provision of $4.5 billion that resulted from the company transferring intellectual property to the U.S.
Broadcom develops custom chips for Google and other cloud companies, in addition to networking parts and software needed to tie thousands of artificial intelligence chips together.
Broadcom shares are up 32% for the year as of Thursday’s close and have almost doubled over the past 12 months, lifting the company’s market cap past $1.4 trillion.
Investors are optimistic that the company’s custom processors may in the coming years threaten Nvidia’s dominant market share in AI chips. In March, Broadcom CEO Hock Tan said the company was developing new AI chips with three large cloud customers, and said he expected AI growth to continue through next year.
Tan said on a call with analysts that Broadcom had secured $10 billion in orders for its custom AI chips, which it calls XPUs, from a fourth customer.
“One of these prospects released production orders to Broadcom, and we have accordingly characterized them as a qualified customer for XPUs,” Tan said. He added that the large order increased Broadcom’s forecast for AI revenue next year.
“We will ship pretty strongly beginning 2026,” Tan said.
Tan attributed the company’s third-quarter revenue growth to its custom AI accelerators, networking parts and its VMware software. AI revenue jumped 63% during the period to $5.2 billion, beating the company’s prior prediction of $5.1 billion.
Tan said he expects AI revenue to reach $6.2 billion this quarter.
The company said its chip sales, reported as semiconductor solutions, rose 57% to $9.17 billion. Revenue in Broadcom’s infrastructure software business, which includes VMWare, rose 43% to $6.79 billion.
I have been foolishly chasing this one down but fortunately am only 4 shares deep.
Desert_Power
Footballguy
No yoga pants talk.$LULU
JB Breakfast Club
Footballguy
Brutal jobs report, including a negative month.
Unemployment and inflation too high to bring down rates.
Market...green?
Unemployment and inflation too high to bring down rates.
Market...green?
