Damn, didn’t even notice SPT up 13% right now after earnings. I feel like I should be up more than I am m.
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Stock Thread (21 Viewers)
- Thread starter St. Louis Bob
- Start date
Dwayne Hoover
Footballguy
It's hard to say if it's fear of the merger not happening or if it's more that the AMD name is approaching meme status. For sure AMD is running hard right now though.
I definitely trust Lisa Su and she says merger by end of year. That being said I always take even money on Blackjack if dealer is showing an Ace. AMD is a safe side and running.
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I figured out the issue. The UK is trying to put the kabosh on the NVDA/ARM deal and that’s likely spreading into XLNX even though there’s no relation. ARM is a big UK company and maybe one of the only big well known UK tech companies. Maybe they are worried about NVDA sucking up the IP and losing the UK presence. It really has no bearing on AMD/XLNX which has nothing to do with regional developments.
Right now, XLNX in the merger deal is a $200 stock.
Dwayne Hoover
Footballguy
Thought the exact same thing. I guess nobody is going to hold a grudge if they can profit on it
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identikit
Footballguy
So wild how XLNX is performing.
We can't be the only ones that know about the merger.
Down 4% today, maybe on very peripheral news.
FLGT 
We aren’t but the market is in a jittery mode right now. I think that’s why successful earnings are being over rewarded because expectations were tempered so much. I mean right now it’s a 45% premium. I mean all that has to happen to get a 45% return is the merger happens. If I had big balls, I’d margin this sucker and go for it. I think XLNX may already worth $140 on its merits alone. It was about $118 before the merger. The merger premium put it at $143. The current premium puts it at $203.
2Squirrels1Nut
Footballguy
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The 50 shares I bought back last March has turned itself into a full share now so I’ll likely just sit on those shares for a while. Man, I really wished I pushed every penny of cash in back then. I bought a bunch but damn, it’s crazy whenever I look back at some of the prices I paid like $65 for ROKU.
2Squirrels1Nut
Footballguy
I feel like this might be a Tan n Wash scenario. Hope their insurance is paid up before I start dancing for joy when snowmaggedon hits.
2Squirrels1Nut
Footballguy
Nah, we are now all assuming it’s going to be a mild winter now.
I hate to admit you're probably right. :(
You're welcome!
General Malaise
Footballguy
Do you own OKE? Somebody in here recommended this one and I've been very happy since buying. Throws off an incredible 7.27% dividend. If you like Nat Gas, these guys are major players and are key in getting the gas from here to there.
identikit
Footballguy
SFBayDuck
Footballguy
Bob Sacamano
Footballguy
Assuming AMD doesn't come back.
The thing is, even if AMD comes all the way back to $90, XLNX is still underpriced by, what, 9%?
The upside is worth the risk of the merger falling apart at this point imo.
Bob Sacamano
Footballguy
Not sure what the hell I was looking at, but this was WILDLY inaccurate. I thought those seemed awfully cheap.
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Bob Sacamano
Footballguy
Who knows how long the merger will take to get approval. Wondering if calls aren't a better way to get exposure to it without tying up as much $$ while waiting for all the reviews to complete.
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Bob Sacamano
Footballguy
Seems like June-ish '22 is the expected date for Chinese review completion.
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identikit
Footballguy
FreeBaGeL
Footballguy
metoo
Footballguy
I don't own it but why would you sell? If you don't need the money, let your winners run is the biggest thing I've had to learn. Sell it to buy what? Usually the stock you buy is trashcan water.
Dwayne Hoover
Footballguy
identikit
Footballguy
Bob Sacamano
Footballguy
I'm seeing lots of, "AMD expects to complete by year-end", but multiple references to, "Chinese reviews typically take 300 days, which puts them into June '22."
:shurg:
Bob Sacamano
Footballguy
Hmmm... was announced Oct '20. 300 days would be more June '21. Wonder if that's a mis-print.
Yeah, it shouldn’t be 300 from today because they’ve already been in process with China and have US, EU and UK approvals. Even if you use that Seeking Alpha article which is the source of the summer ‘22 “could be” talk, 300 days would be spring of ‘22 and the clock started before that. I think end of the year is a likely timeline. It could slip into early ‘22, but you’d be hard pressed to get a timeline all the way out until June ‘22.
Lol. Did you see any of the other posts about it? There’s been some merger worries in NVDA/ARM and a couple others as well and that’s rolled over into AMD and XLNX. Seems like AMD has caught a meme wave too as it’s volume is extra high.
Bob Sacamano
Footballguy
lol
No idea how this ended up in another thread.
"The approval process in China will take longer than in the EU and the UK, and there is some confusion as to how long this process might take. There is some evidence that the Chinese merger control authority is hardening its position on acquisitions in the semiconductor industry as the country seeks to protect its own. Qualcomm (NASDAQ:QCOM) was famously forced to walk away from its $44B acquisition of NXP in 2018 after the firm failed to get antitrust clearance from Chinese authorities. The Chinese antitrust authority, SAMR, takes its time to review deals, especially in the semiconductor industry. The average review period for deals in the semiconductor industry is 303 days, according to a report on Chinese merger enforcement, and AMD may not get a decision until the summer of 2022. The Chinese antitrust authority took 358 days to investigate Nvidia (NASDAQ:NVDA)'s $6.9 billion acquisition of Mellanox in 2020. Nvidia finally received conditional approval for the deal in April 2020. It is realistic to expect a similar time frame for the AMD/Xilinx merger."
No idea how this ended up in another thread.
"The approval process in China will take longer than in the EU and the UK, and there is some confusion as to how long this process might take. There is some evidence that the Chinese merger control authority is hardening its position on acquisitions in the semiconductor industry as the country seeks to protect its own. Qualcomm (NASDAQ:QCOM) was famously forced to walk away from its $44B acquisition of NXP in 2018 after the firm failed to get antitrust clearance from Chinese authorities. The Chinese antitrust authority, SAMR, takes its time to review deals, especially in the semiconductor industry. The average review period for deals in the semiconductor industry is 303 days, according to a report on Chinese merger enforcement, and AMD may not get a decision until the summer of 2022. The Chinese antitrust authority took 358 days to investigate Nvidia (NASDAQ:NVDA)'s $6.9 billion acquisition of Mellanox in 2020. Nvidia finally received conditional approval for the deal in April 2020. It is realistic to expect a similar time frame for the AMD/Xilinx merger."
Bob Sacamano
Footballguy
HOOD halt seems appropriate.
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Bob Sacamano
Footballguy
MercadoLibre (NASDAQ:MELI) reported quarterly earnings of $1.37 per share. This is a 23.42 percent increase over earnings of $1.11 per share from the same period last year.
The company reported quarterly sales of $1.70 billion which beat the analyst consensus estimate of $1.46 billion by 16.44 percent. This is a 93.54 percent increase over sales of $878.37 million the same period last year.
The company reported quarterly sales of $1.70 billion which beat the analyst consensus estimate of $1.46 billion by 16.44 percent. This is a 93.54 percent increase over sales of $878.37 million the same period last year.
JB Breakfast Club
Footballguy
RVLV becomes my most recent stock to post great earnings followed by taking a dump post-market.
"We delivered record quarterly net sales in the second quarter of 2021, highlighted by growth of 60% over the prior year and 41% over the second quarter of 2019, a meaningful acceleration from the 30% growth reported for the first quarter of 2021 over the first quarter of 2019," said co-founder and co-CEO Mike Karanikolas. "We also achieved record net income of $32 million, or $0.42 per diluted share, an increase of more than 100% over the 2020 and 2019 second quarters, and generated $33 million in cash flow from operations in the second quarter of 2021." = down 12%
"We delivered record quarterly net sales in the second quarter of 2021, highlighted by growth of 60% over the prior year and 41% over the second quarter of 2019, a meaningful acceleration from the 30% growth reported for the first quarter of 2021 over the first quarter of 2019," said co-founder and co-CEO Mike Karanikolas. "We also achieved record net income of $32 million, or $0.42 per diluted share, an increase of more than 100% over the 2020 and 2019 second quarters, and generated $33 million in cash flow from operations in the second quarter of 2021." = down 12%
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Bob Sacamano
Footballguy
DMTK up 5% on revs despite an earnings miss.
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Harry Frogfish
Footballguy
SFBayDuck said:
Sorry but reading post after post about this, followed by yours, had me lol. Like a guy who walks into a room full of people but still doesn't know the party is for him.
KGB
Footballguy
SO...
I think Im going to take $130k of $180K and move it into crypto... Keep 50K for stocks. Different cryptos...
I already have 90% or so in very safe stuff a financial advisor has us in. I hate it, but keeps wife happy and alot of it she brought to the table.
I think Im going to take $130k of $180K and move it into crypto... Keep 50K for stocks. Different cryptos...
I already have 90% or so in very safe stuff a financial advisor has us in. I hate it, but keeps wife happy and alot of it she brought to the table.
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McBokonon
Footballguy
Not sure if you’re still in this but looks like they’re ($SCR) getting taken out by $PENN for around $34 in cash and stock.
McBokonon
Footballguy
Looks like there’s a sale on $FVRR today. Numbers were great, getting smashed because they slightly lowered guidance and attributed it to people being online less as they take vacations and such, so it’s a temporary seasonal thing. I trust management on this one. I’ll buy some more today premarket and maybe add to ETSY but that position size is already up there so we’ll see.
I don’t own $FSLY but it seems like they should hurry up and sell themselves because they clearly don’t want to run the company anymore. What a dumpster fire. Traded $LMND early on but honestly I just can’t get behind the bull thesis there, either.
$DOCN numbers look good, will round out my position there in the next week starting today.
Hooray Earnings Season!
I don’t own $FSLY but it seems like they should hurry up and sell themselves because they clearly don’t want to run the company anymore. What a dumpster fire. Traded $LMND early on but honestly I just can’t get behind the bull thesis there, either.
$DOCN numbers look good, will round out my position there in the next week starting today.
Hooray Earnings Season!
McBokonon
Footballguy
Depends on what you have. My overall portfolio often trades inversely to the S&P because it’s mostly mid or small cap growth stocks which I expect to beat the S&P in the long run and has so far. Just much wilder swings.My account is quite inversely correlated to the S&P lately, which is a real trick considering 10% of it is the S&P. Also, not survivable long-term.
kevzilla
Footballguy
Sure, I'm counting on smashing the S&P when BLDP and HGEN and QS and STMH take off.
McBokonon
Footballguy
I guess I could have specified that most of my stocks have track records. (not that those are bad but each one still has to prove themselves.)Sure, I'm counting on smashing the S&P when BLDP and HGEN and QS and STMH take off.
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msudaisy26
Footballguy
What is up with SCR? Up 64 percent after hours.
