Stock Thread (16 Viewers)

[identikit]

I'm seeing more pull tabs and bingo.

 

[McBokonon]

Gonna take it on the chin a little with $TWLO and $SHOP today I guess. This is the life we have chosen

 

[BassNBrew]

Gonna take it on the chin a little with $TWLO and $SHOP today I guess. This is the life we have chosen

This TWLO drop reminds me of TTD when it dropped to $49.  I've lined up my limit orders for the open.

 

[McBokonon]

This TWLO drop reminds me of TTD when it dropped to $49.  I've lined up my limit orders for the open.

Yeah I’ll probably add. It’s in my ROTH and I don’t have a lot of cash there so I’d have to reallocate something.

 

[BassNBrew]

Yeah I’ll probably add. It’s in my ROTH and I don’t have a lot of cash there so I’d have to reallocate something.

You have any bond funds or Amazon in there that you can sell?

 

[BassNBrew]

I have my Twlo limits set at $285, $280, $275, and $270. just in case there's a huge sell offf at the open.

 

[BassNBrew]

Just a reminder for value investors...

DOW is down from where @Todem first mentioned it as a buy.  PE in the 7s and a 5% dividend.

LYD is also down with a forward PE of 5 and a dividend around 5%.

 

[Dr. Octopus]

Here's a fun earnings report. TWLO is down 10% AHs. You'd think, maybe they barfed it like HOOD. Welp, here's the result:

Twilio (TWLO) said it earned 1-cent per share on an adjusted basis vs. a 4-cent profit in the year-earlier period. Revenue jumped 65% to $740.2 million, including acquisitions, said the communications software maker.

Analysts had estimated Twilio would report a 14-cent loss on revenue of $681 million.

How do you pummel the numbers that much and drop 10% you might ask? Well, their COO is stepping down. I'm sure he's a smart guy, but he's made millions I'm sure since he worked as COO at Salesforce before that, but Salesforce sure didn't fall apart when he left to Twilio 4 years ago. If it was their visionary CEO/founder or their CFO, after saying they need to restate revenue, leaving then I could see it, but losing 10% in market cap for a COO?

Buying opportunity?

 

[JB Breakfast Club]

Bought Ford at 13.54 in early August. If only every trade worked out this well...

 

[BassNBrew]

Buying opportunity?

I think so, but I also thought that on CRM and it took months for that to pay off.

 

[identikit]

Just a reminder for value investors...

DOW is down from where @Todem first mentioned it as a buy.  PE in the 7s and a 5% dividend.

LYD is also down with a forward PE of 5 and a dividend around 5%.

LYD?

 

[BassNBrew]

So is anyone making the smart move and selling off some Amazon today?  I was hoping for $3450 today but that isn't looking likely now.

 

[BassNBrew]

LYD?

Sorry...LYB.

 

[identikit]

So is anyone making the smart move and selling off some Amazon today?  I was hoping for $3450 today but that isn't looking likely now.

I haven't dumped any..

yet

 

[identikit]

LCID up nearly 10% today

 

[BassNBrew]

Bought Ford at 13.54 in early August. If only every trade worked out this well...

Nice.  That one was staring us in the face as an obvious buy.  Well done following through on it.  Unfortunately I listened to this moron and didn't use common sense.

https://www.youtube.com/watch?v=LjxjnKI-DHk

Does matter if vechicles are in short supply.  Better to sell 1000 at a 20% margin than 10000 at a 1% margin.

 

[BassNBrew]

Cathie Wood buying Robinhood.  This is like watching Eddie George at the end of his career.

 

[ChiefD]

I bought a F150 two weeks ago.

You're welcome.  

 

[ChiefD]

I'm seeing more pull tabs and bingo.

Apparently I'm playing 3-card monty.

 

[McBokonon]

Gonna take it on the chin a little with $TWLO and $SHOP today I guess. This is the life we have chosen

Never mind on $SHOP, up over 5%. $TWLO climbing back a little, too.

 

[stbugs]

I think so, but I also thought that on CRM and it took months for that to pay off.

Months! It’s really hard to have a long term mentality in here.

 

[The General]

So is anyone making the smart move and selling off some Amazon today?  I was hoping for $3450 today but that isn't looking likely now.

Aapl might be entering this territory. Thinking about shaving off 10% or so just in case.

 

[stbugs]

Never mind on $SHOP, up over 5%. $TWLO climbing back a little, too.

I’ve been holding TWLO for a while now so it’s still way up. Not planning to sell for a while. After the acquisitions, seeing them have a quarter with more expenses but still raising revenue guidance doesn’t worry me long term. Actually, compared to most high growth tech stocks their P/S is on the cheap side around 17 I think. Not bad for 60-80% growth.

 

[stbugs]

Cathie Wood buying Robinhood.  This is like watching Eddie George at the end of his career.

Tesla really gave her the world. That bet alone made up for any mistake and made her a star. Those HOOD numbers were not good.

 

[FreeBaGeL]

Tesla really gave her the world. That bet alone made up for any mistake and made her a star. Those HOOD numbers were not good.

The first time or the second?

This latest run may not have been 15x or whatever like the first time, but let's not forget how bearish the majority of the investing world was on TSLA when it dropped below $600 and Burry had a huge short position and people thought this thing was more likely to go back to $60 than back to ATH's.  Well on its way to that $1300 call she made now.

But in general yes, I agree.  I said even during her peak that Cathie Wood was basically a retail investor with lots and lots of money behind her.  Her daily buy list, even at her peak, wouldn't have looked very different from WSB's weekly buy list minus the meme stocks.

I still remember watching her on CNBC talking about PLTR.  Something like "well we have no idea what they're really doing but they have government contracts so they must be doing something right".  Sounded exactly like what an average WSB user might call "Due Dilligence".

 

[identikit]

LCID up nearly 10% today

Up18% now

 

[nysfl2]

BLDP having another good day.

 

[Todem]

LYD?

LYB

 

[Todem]

BLDP having another good day.

The best is yet to come......think 2023 and beyond with this one.

 

[nysfl2]

The best is yet to come......think 2023 and beyond with this one.

I've been being patient with BLDP, and adding on dips. But it's nice to get a month of positive action.

 

[FreeBaGeL]

Yeah I would be careful buying BLDP on breakouts right now unless you like PLUG.  It's basically running 100% as a sympathy play to PLUG right now, not moving on its actual business fundamentals or even speculation on BLDP itself.  PLUG moves, that entire sector moves in tandem.

If you believe in BLDP itself as many here do (I have a good sized position for such a speculative stock) I think there will be better buying opportunities.  I bought my initial position way high in the 30's before I realized it was just moving with PLUG at the time, but I've been averaging down a lot down here.

Still a believer in the company mostly on Todem's rec, but if you're looking to build a position you can really take advantage of the sector movements up and down that affect the stock price a lot without anything really changing about the company itself.  That makes dips attractive to me because it's really PLUG dipping, not BLDP itself, even though you're getting a better price on BLDP.

 

[BassNBrew]

I’ve been holding TWLO for a while now so it’s still way up. Not planning to sell for a while. After the acquisitions, seeing them have a quarter with more expenses but still raising revenue guidance doesn’t worry me long term. Actually, compared to most high growth tech stocks their P/S is on the cheap side around 17 I think. Not bad for 60-80% growth.

Liking my $280.01 and $285.01 buys this morning.

 

[BassNBrew]

Sold QS purchased yesterday for an 8% gain.

 

[Sand]

IONQ 18% up.  Love the concept there, but if someone wanted to add it's a highly volatile stock, so it's likely to see -10% tomorrow.  MTTR and SOFI also having great days.

 

[urbanhack]

Up18% now

Was chatting with a buddy yesterday about EVs.  Decided to buy a chunk mid day.

Just sold for 25% gain in less than 24 hours. 

 

[identikit]

Aapl might be entering this territory. Thinking about shaving off 10% or so just in case.

Just did the deed---sold Bezos, 10% @ $3450

 

[BassNBrew]

Out of LULU for a 28% gain.  May regret that.

 

[BassNBrew]

Just did the deed---sold Bezos, 10% @ $3450

High five.  $3449.99 here, but only 5%.

 

[stbugs]

Just did the deed---sold Bezos, 10% @ $3450

Me too, but at $3451. Sold 11 shares because the short gain matched up exactly with my short term losses this year. Keeping everything that is still under long term gains since those gains are way bigger.

 

[FreeBaGeL]

I appreciate all of you selling some AMZN.  Now they can finally announce a split.

 

[identikit]

DPLS

Clawed my way into the green on this one...

Waiting for another good bump or three

 

[stbugs]

I truly don’t understand how SHOP is up so much and TWLO is down so much.

 

[stbugs]

I appreciate all of you selling some AMZN.  Now they can finally announce a split.

Still almost 20% of my account so I’ll take a split! Raising a bit more cash and taking advantage of a smaller short term gain that is canceled out by existing short term losses. On an up day like this, I may sell a bit more in my IRA. Nicer when there are no tax ramifications.

 

[The General]

Just did the deed---sold Bezos, 10% @ $3450

I joined you in this at a bit lower price. Haven't done AAPL yet but am close.

Will rebuy both for sure.

 

[General Malaise]

I bought a F150 two weeks ago.

You're welcome.  

My buddy just bought a 2020 with 6K miles on it.  Got a steal of a deal and he showed it off to me on Sunday.  God, what a nice rig.  I'm not manly enough to own a pick-up and wouldn't really know what to do with it (I don't have anything to tow and most of my tools can fit in a few shoe boxes) but when the EV F150 comes out, I'm going to be a very interested party to it.  

 

[The General]

Still almost 20% of my account so I’ll take a split!

From your lips to Jassy's ears. I sacrificed shares today to get this announcement tonight.  

 

[The General]

Out of LULU for a 28% gain.  May regret that.

Just bought a new set of the ABC joggers last night. Sticker shock!

 

[General Malaise]

The best is yet to come......think 2023 and beyond with this one.

You telling this crowd in here to wait patiently until 2023 is like me telling my kids to save some of their Halloween candy for Thanksgiving.  Do you know who you're talking to in here? 

 

[eaganwildcats]

Yo @General Malaise how do we convert from betting turnover to revenue on our friend $PLGNF? I see in some sort of deck it should be like 6-12% - you have any intel on this? 

 

[General Malaise]

Yo @General Malaise how do we convert from betting turnover to revenue on our friend $PLGNF? I see in some sort of deck it should be like 6-12% - you have any intel on this? 

I was informed there would be no math in this debate......

The calculation I'm told works like this:  Take the turnover of $54MM and multiply it by 2.5%, which is the 'hold'.  Then take that figure and multiply by 10% to get the net revenue.  So, $135K for the month.  

Think 2023 and beyond with this one.....