Stock Thread (41 Viewers)

[Todem]

$27.75 EPS vs expected $3 

HUGE Beat....huge. 

Thank you AMZN.

 

[ChiefD]

I always like to log into Facebook on Monday's for:

Facebook Philosophy MemeDay:

"If you can't appreciate it, you don't deserve it"

"My heart is only available to a man who's heart is available to me"

"Being a man means showing up for your children"

"My wine never talks back to me like you did"

 

[Capella]

Still waiting on that money to buy. Killing me.

 

[ghostguy123]

Kinda bummed I got sidetracked and didn't buy some amazon

 

[guru_007]

can't wait to hear about the 30 for 1 stock split

 

[2Squirrels1Nut]

$27.75 EPS vs expected $3 

HUGE Beat....huge. 

Thank you AMZN.

That's crazy. 

 

[2Squirrels1Nut]

I agree and thought the same about AAPL.  A earnings miss is already baked in at this point. 

ETA

The problem is I can't find any cheap options like I could with AAPL.  A $3100 call expiring Friday is over $2500.  Too rich for my blood.  Not to mention I already have considerable exposure to AMZN. 

ETA 2

I put a bid on a $3100 call expiring 2/11 for $15. LoL 99.99999% it won't fill but maybe I get "lucky".  

I did NOT get lucky. 

 

[stbugs]

Wondering if SNAP might be a smart play. It got whacked because of FB but as a competitor, isn’t it a good thing for FB to struggle a bit? Caught an article saying their Q4 web site numbers looked solid so they might beat their numbers.

MFer, just buy it next time. Of course no one replied to this either!

F’in work always gets in the way. I almost bought more U on my last call.

 

[stbugs]

Well, AMZN being my number one holding will have to tide me over the 100 shares of SNAP I didn’t buy. #### yeah. 

 

[beef]

MFer, just buy it next time. Of course no one replied to this either!

F’in work always gets in the way. I almost bought more U on my last call.

Wow, SNAP was down 23% to then go up 37% in AH.  

 

[McBokonon]

Only a few of us in it but $U just reported solid revenues and guidance. If you’re looking to play the metaverse, I know RBLX gets love in here but Unity is more of a picks and shovels play and isn’t pigeonholed into gaming (it’s mostly gaming but branching out.) Probably not a bad idea to buy a little of both in a meta basket. (I like RBLX too just not in it yet).

 

[stbugs]

Wow, SNAP was down 23% to then go up 37% in AH.  

I knew it too. Was just thinking if FB was blaming competition then they did well. Their metrics looked good. 

 

[stbugs]

Only a few of us in it but $U just reported solid revenues and guidance. If you’re looking to play the metaverse, I know RBLX gets love in here but Unity is more of a picks and shovels play and isn’t pigeonholed into gaming (it’s mostly gaming but branching out.) Probably not a bad idea to buy a little of both in a meta basket. (I like RBLX too just not in it yet).

Almost bought more but honestly worried about AMZN so didn’t want to do anything. Even at $100, I may add more. I like picks and shovels that you know win regardless of the metaverses that do win. I “had” a full share last year so I want to get back there.

 

[FreeBaGeL]

Man I knew I should've added more AMZN today. 

AMZN, U, Upst all things I have a good chunk of so nice after hours. Sucks that I didn't add more at lower prices though as U/UPST are still massively off their highs. 

 

[beef]

Only a few of us in it but $U just reported solid revenues and guidance. If you’re looking to play the metaverse, I know RBLX gets love in here but Unity is more of a picks and shovels play and isn’t pigeonholed into gaming (it’s mostly gaming but branching out.) Probably not a bad idea to buy a little of both in a meta basket. (I like RBLX too just not in it yet).

I was in U, RBLX, and few other Meta plays and decided to just dump it all in the METV etf (used to be META).  

Weight Name Ticker

8.97% META PLATFORMS INC FB

8.33% NVIDIA CORPORATION NVDA

7.24% MICROSOFT CORP MSFT

5.50% ROBLOX CORP RBLX

4.69% UNITY SOFTWARE INC U

4.34% TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM

4.28% APPLE INC AAPL

4.01% QUALCOMM INC QCOM

3.84% AUTODESK INC ADSK

3.83% SNAP INC SNAP

 

[ghostguy123]

Bit of a ripple effect from Amazon??  

 

[2Squirrels1Nut]

I knew it too. Was just thinking if FB was blaming competition then they did well. Their metrics looked good. 

I wish I would have listened to you. 

 

[BassNBrew]

Digging into Amazon's numbers and I'm going to start trimming.

 

[BassNBrew]

Amazon on Thursday reported a big beat on the top line in its fourth quarter results, driven by a gain on its stake in electric vehicle company Rivian.

That's a one time event where they took advantage of fools paying 5+ years ahead on a stock.

 

[McBokonon]

I was in U, RBLX, and few other Meta plays and decided to just dump it all in the METV etf (used to be META).  

Weight Name Ticker

8.97% META PLATFORMS INC FB

8.33% NVIDIA CORPORATION NVDA

7.24% MICROSOFT CORP MSFT

5.50% ROBLOX CORP RBLX

4.69% UNITY SOFTWARE INC U

4.34% TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM

4.28% APPLE INC AAPL

4.01% QUALCOMM INC QCOM

3.84% AUTODESK INC ADSK

3.83% SNAP INC SNAP

That’s a pretty solid group.

 

[stbugs]

That's a one time event where they took advantage of fools paying 5+ years ahead on a stock.

You just can’t be happy can you?

Down 20% in a year and raising prime price made the pop along with hitting numbers even without Rivian. If they had blown away every number, we wouldn’t be at 3200s.

 

[BassNBrew]

You just can’t be happy can you?

  You've been a good mentor.

I'm loving the 2 shares I bought last week at $2851.  Just unloaded them...

Filled at $3,289.99

Just pointing out that the numbers weren't that great and the crush was based on fools buying Rivian at $150-$180.  I wish CRM had done this with their IPO shares rather than holding. 

ford also announced today and missed biggly.  Can't find anything on their Rivian  shares.

 

[cosjobs]

I’ll trade you some PINS for it…

update?

 

[2Squirrels1Nut]

Digging into Amazon's numbers and I'm going to start trimming.

Gutsy thing to do before they announce a stock split. 

 

[Desert_Power]

Glad I added an Amazon share today  

 

[Capella]

You just can’t be happy can you?

Down 20% in a year and raising prime price made the pop along with hitting numbers even without Rivian. If they had blown away every number, we wouldn’t be at 3200s.

Passing of the eeyore guard  

 

[identikit]

Passing of the eeyore guard  

 

[fruity pebbles]

Even though I lose a lot of money, big down days are always more exciting than big up days. 

 

[cosjobs]

I agree and thought the same about AAPL.  A earnings miss is already baked in at this point. 

ETA

The problem is I can't find any cheap options like I could with AAPL.  A $3100 call expiring Friday is over $2500.  Too rich for my blood.  Not to mention I already have considerable exposure to AMZN. 

ETA 2

I put a bid on a $3100 call expiring 2/11 for $15. LoL 99.99999% it won't fill but maybe I get "lucky".  

hi Lucky

 

[Sand]

Between FB and AMZN they are turning the markets into a rubber ball.  Down big today, likely up big tomorrow.

 

[cosjobs]

I don't think most small time investors are aware of incremental shares. JMHO

They should. That's who they were created for.

At Fidelity whenever I fill out an order they want to know if I want to buy shares or a dollar amount

 

[2Squirrels1Nut]

hi Lucky

Looks that way at the moment doesn't it?  I think it will get over $3125 even for a bit, though, before 2/11.

 

[cosjobs]

Looks that way at the moment doesn't it?  I think it will get over $3125 even for a bit, though, before 2/11.

seems like you could sell now for a nice profit

 

[2Squirrels1Nut]

This feels like Christmas morning when you open your last present to discover it's just another pair of socks.

 

[steelerfan1]

update?

Let’s just say even with the pop I’m still down 60%….I do believe I may have got in at the incorrect time…

 

[The General]

AMZN hello old friend!

 

[fruity pebbles]

Amazons numbers were good but they don’t seem good enough the elicit this kind of aftermarket increase. 

 

[Gilroy34]

Amazons numbers were good but they don’t seem good enough the elicit this kind of aftermarket increase. 

If it wouldn't have gone down 200 points today for no reason it wouldn't be that big of an aftermarket imcrease

 

[Orange&Blue]

So is Amazon considered the stock market equivalent of "too big to fail"?

 

[Capella]

So is Amazon considered the stock market equivalent of "too big to fail"?

Always been my philosophy. If you are investing long term where is it going? It’ll be worthwhile until the earth’s atmosphere melts us away. 

 

[Dwayne Hoover]

Am I too much get off my lawn to think the metaverse will be a massive flop on all fronts, both from innovation, revenue generation, and just user experience?  

Maybe there are some edge cases like pr0n that make sense, but those are already out there and are sort of meh.  

No chance at all that it flops.

 

 

[culdeus]

No chance at all that it flops.

 

Walk me thru how you see yourself spending money with vr goggles on.  

 

[Dwayne Hoover]

Walk me thru how you see yourself spending money with vr goggles on.  

Brands are going to pay to be there whether I buy on the spot or if they want a sales lift after the fact.  Don't kid yourself though, plenty of money will be spent trying to enhance the user experience..

 

 

[Dwayne Hoover]

Kids are already spending tons of money on roblox, this is going to be completely normal to them

 

[McBokonon]

Kids are already spending tons of money on roblox, this is going to be completely normal to them

I also think it can be lucrative even if people only engage with whatever the metaverse ends up being for short periods of time. I think some doubters assume that these darn Gen Z’ers will live solely in the metaverse, skin getting pale from lack of sunlight, never hearing a bird sing, etc. I don’t see why it would be any different than the introduction of television, or be sprinkled into work experiences. 

 

[stbugs]

If it wouldn't have gone down 200 points today for no reason it wouldn't be that big of an aftermarket imcrease

Exactly this. AWS numbers and earnings beat well even without Rivian and revenue basically met. Stock is down 20% over a 1 year period. It wasn’t a perfect earnings but it’s been beaten down way more than it should have been even though it has had to deal with a lot of the transportation and supply chain issues.

 

[beef]

Walk me thru how you see yourself spending money with vr goggles on.  

beef enters VR whore house...

 

[Todem]

First ***** in the armor of consumer staples.

Clorox was down almost 13% pre market on a bad miss and pressure on margins from inflation and supply chain issues.

CLX is still way too rich here but I want to see if the virus of this report infects the pretty ones too that I like. 
 

When defensive stocks start getting hit then I can feel more comfortable we may form a broad market bottom.

 

[stbugs]

First ***** in the armor of consumer staples.

Clorox was down almost 13% pre market on a bad miss and pressure on margins from inflation and supply chain issues.

CLX is still way too rich here but I want to see if the virus of this report infects the pretty ones too that I like. 
 

When defensive stocks start getting hit then I can feel more comfortable we may form a broad market bottom.

This is also why I don’t see Amazon as being in bad shape. They have so much in sales that of course they are getting hit by all the same factors. That’s why their report was good and should create a floor for going up from here. 

 

[Todem]

This is also why I don’t see Amazon as being in bad shape. They have so much in sales that of course they are getting hit by all the same factors. That’s why their report was good and should create a floor for going up from here. 

Amazon is the stock I worry about the least about in my portfolio along with KO, PEP, PG, GIS and my utilities. 

I view Amazon as part of everyday life now like food, water, soft drinks, snacks, household items and keeping he lights on and the AC running.