Stock Thread (6 Viewers)

[identikit]

The gambling stocks are getting crushed.  PENN is the worst, which I'm glad that I don't own but DKNG and PDYPY are anchors right now

Yeah, I got a chunk of Penn after the Scoreboard buyout, held it for a few days, finally sold it for $73ish

Already have too much of DKNG.....lol

 

[SFBayDuck]

The gambling stocks are getting crushed.  PENN is the worst, which I'm glad that I don't own but DKNG and PDYPY are anchors right now

Portnoy story not helping, I'm sure.

 

[Bob Sacamano]

Oof. Just read the story. Not surprising. Not a joke worth keeping up.

 

[Dwayne Hoover]

Loving AMD, my favorite stock

 

[beef]

Portnoy sex story I'm assuming?  Only caught the headline.  "'I was literally screaming in pain': Young women say they met Barstool Sports founder Dave Portnoy for sex and it turned violent and humiliating"

 

[Capella]

Portnoy may be one of the worst humans on earth. 

 

[BassNBrew]

Portnoy may be one of the worst humans on earth. 

i have in the tier below Riggs and Bezos

 

[identikit]

Loving AMD, my favorite stock

I think I'll love it too, once the XLNX deal is done.

 

[identikit]

i have in the tier below Riggs and Bezos

Martin Riggs?

 

[urbanhack]

Loading up on more PLTR for the 5 to 10 year hold.

Watched some additional analysis and impact they are already having on world affairs. It's downright scary and impressive. Their Foundry product is now being dropped neatly into the Crypto space where it can seamless connect across platforms and networks. https://www.palantir.com/offerings/crypto/

 

[Bob Sacamano]

i have in the tier below Riggs and Bezos

You're too old for this ####.

 

[Bob Sacamano]

Martin Riggs?

Dammit!

 

[urbanhack]

Loading up on more PLTR for the 5 to 10 year hold.

Watched some additional analysis and impact they are already having on world affairs. It's downright scary and impressive. Their Foundry product is now being dropped neatly into the Crypto space where it can seamless connect across platforms and networks. https://www.palantir.com/offerings/crypto/

https://youtu.be/WxtkSWUI4sw

Not sure if anyone else follows this guy, but seems to have level-headed analysis mostly focused on ARKK's portfolio and strategy.

 

[Steeler]

The turd in the punch bowl is looking pretty good today  

 

[urbanhack]

Maybe all is not lost for KALA. Nice little comeback.

 

[The General]

The turd in the punch bowl is looking pretty good today  

Just needs a little tough love!

 

[identikit]

Dammit!

Could be Bobby Riggs...

 

[Pipes]

https://twitter.com/stoolpresidente?ref_src=twsrc^google|twcamp^serp|twgr^author

Pretty strong response from Portnoy here.  I'll admit I don't know much about the guy but it does seem like someone has an agenda against him.  Curious if more victims are found

 

[The General]

NVDA and I are going to have a candlelit romantic dinner this evening.

 

[The General]

@General Malaise NKE is back. NEVER IN DOUBT!

Split coming in a month as well 

 

[Dwayne Hoover]

Maybe all is not lost for KALA. Nice little comeback.

I'm holding it.  It's been a disappointment so far but haven't sold.

 

[McBokonon]

With the Adtech-opalypse brought on by SNAP and now ROKU/MGNI, we might be in a good window to start positions in these companies if you’re not in them already. TTD and PUBM still need to report (both within the next 10 days) and if trends hold, we could see more choppiness based on Apple’s app store thing and companies reducing ad spend to reduce demand since they can’t meet it because of supply chain issues. Be interesting to see if those two took a hit in the most recent quarter, too. If more drops happen afterwards, I’m backing up the truck for the good ones.

 

[ericttspikes]

maybe there finally was capitulation in AMZN last week, it's been quietly moving up since... which is noice. 

 

[BassNBrew]

Maybe all is not lost for KALA. Nice little comeback.

Correct ticker?

 

[General Malaise]

@General Malaise NKE is back. NEVER IN DOUBT!

Split coming in a month as well 

Yeah, that's still my biggest position, but where did you read about the split?

 

[The General]

Yeah, that's still my biggest position, but where did you read about the split?

I thought in here...looking online it is just a rumored split 

 

[McBokonon]

With the Adtech-opalypse brought on by SNAP and now ROKU/MGNI, we might be in a good window to start positions in these companies if you’re not in them already. TTD and PUBM still need to report (both within the next 10 days) and if trends hold, we could see more choppiness based on Apple’s app store thing and companies reducing ad spend to reduce demand since they can’t meet it because of supply chain issues. Be interesting to see if those two took a hit in the most recent quarter, too. If more drops happen afterwards, I’m backing up the truck for the good ones.

Beth Kindig agrees.

She’s crazy smart. Follow her and subscribe to her stuff if you’re a long-term tech investor.

 

[identikit]

Beth Kindig agrees.

She’s crazy smart. Follow her and subscribe to her stuff if you’re a long-term tech investor.

Subscribed

 

[identikit]

UUUU !!!

Uranium Dolomite Project is right on track.

 

[humpback]

PTON

 

 

[Dwayne Hoover]

Draftkings earnings in the morning, should be the bellweather for whether or not we make some money during this NFL season or not

 

[Capella]

PTON

 

Oh my God

 

[Capella]

I don’t own any peloton stock but that was definitely a company I was confident in. Crazy. 

 

[BassNBrew]

PTON

 

Oh my God

Glad I got totally out of this around $107 earlier in the year.  It does have a cult like following...guys like Dodds were huge on this stock/company.  I might dabble around $60.  

The elephant in the room is that if you'r selling $800 million of something in three months and still manage to lose close to $400 million, you might have a flawed business model.  This isn't Amazon where you are investing in trucks and warehousing.  You are most likely outsourcing most of the operation to Far East.  This is logistics and marketing.

 

[BassNBrew]

I don’t own any peloton stock but that was definitely a company I was confident in. Crazy. 

Valued and priced like a tech company when really it should be valued like Nautilus.

 

[McBokonon]

Did $PTON report they were getting into iHousing?

 

[TripItUp]

My overall portfolio hasnt Changed, heavy index funds and cyrpto.   

No invidual stock plays...wish I could find some I like.  Macro headwinds scare me, so I'm protecting my chip stack.

 

[identikit]

Glad I got totally out of this around $107 earlier in the year.  It does have a cult like following...guys like Dodds were huge on this stock/company.  I might dabble around $60.  

The elephant in the room is that if you'r selling $800 million of something in three months and still manage to lose close to $400 million, you might have a flawed business model.  This isn't Amazon where you are investing in trucks and warehousing.  You are most likely outsourcing most of the operation to Far East.  This is logistics and marketing.

Sold @ $140 back in December

 

[McBokonon]

I don’t own any but $DDOG really seems to know what they’re doing. 

 

[General Malaise]

I thought in here...looking online it is just a rumored split 

Yeah, I'd love for it to split again; seems due for that but regardless, couldn't be more pleased with Nike.  

 

[General Malaise]

Draftkings earnings in the morning, should be the bellweather for whether or not we make some money during this NFL season or not

I sure ain't making it gambling....jesus.

 

[BassNBrew]

Did $PTON report they were getting into iHousing?

No, much worse.  They can't sell a $150 product for $1500 and charge you $40 a month on top of that and figure out how to make money.

 

[BassNBrew]

Pinterest on Thursday reported better-than-expected earnings and revenue for the third quarter despite a decline in monthly users.

The company’s stock price was up more than 6% in extended trading after closing at its lowest in over a year.

Here are the key numbers:

Adjusted earnings per share: 28 cents vs. 23 cents expected by Refinitiv

Revenue: $633 million vs. $630.9 million expected by Refinitiv

Monthly active users: 444 million vs. 460 million expected by StreetAccount

 

[stbugs]

I don’t own any but $DDOG really seems to know what they’re doing. 

See my post earlier. Bought 100 shares last March at $38. Been a nice ride. I remember recommending them again around $80 because they were up over $100 doing well and the didn't have the Microsoft partnership money coming in yet. Should have followed my own advice!

@BassNBrew I know we talked about it, did you ever dabble?

 

[BassNBrew]

Good to see PINS executing.  Bad that active users are falling off.  Not sure what to do here.

 

[stbugs]

Pinterest on Thursday reported better-than-expected earnings and revenue for the third quarter despite a decline in monthly users.

The company’s stock price was up more than 6% in extended trading after closing at its lowest in over a year.

Here are the key numbers:

Adjusted earnings per share: 28 cents vs. 23 cents expected by Refinitiv

Revenue: $633 million vs. $630.9 million expected by Refinitiv

Monthly active users: 444 million vs. 460 million expected by StreetAccount

Not great but they already had disappointment priced in so probably good news considering the price.

 

[stbugs]

I don’t own any peloton stock but that was definitely a company I was confident in. Crazy. 

Never owned and honestly wasn't a big believer. Felt dumb after the run up, but still would be in the money. I think it was around $20-30 when I saw it recommended.

 

[JB Breakfast Club]

Wish I'd held my full position on RVLV when it hit low 70s. 

Big earnings day for my portfolio with SQ, FSLR, FNKO, and FTNT all reporting. 

FNKO and FTNT hit

SQ and FSLR miss 

 

[urbanhack]

Pinterest on Thursday reported better-than-expected earnings and revenue for the third quarter despite a decline in monthly users.

The company’s stock price was up more than 6% in extended trading after closing at its lowest in over a year.

Here are the key numbers:

Adjusted earnings per share: 28 cents vs. 23 cents expected by Refinitiv

Revenue: $633 million vs. $630.9 million expected by Refinitiv

Monthly active users: 444 million vs. 460 million expected by StreetAccount

I snagged a bunch on the post PayPal news a few weeks ago.

 

[JB Breakfast Club]

FNKO has made a bunch of runs at 20 the past few months. Maybe it'll bust through with a big earnings report. Up 5% AH...