Klimtology
Footballguy
It's looking more and more like Trump knows what he's doing re: Stock Market.
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Stock Thread (5 Viewers)
- Thread starter St. Louis Bob
- Start date
Right. This is not for you.I took Todem's advice and stayed put.
Bob Sacamano
Footballguy
My thought of the day: The appearance that someone knows what they are doing wrt any given topic is highly subjective.
ConstruxBoy
Kate's Daddy
Dunning-Kruger
Bob Sacamano
Footballguy
iirc, you're the other MELI fan around here. Thoughts on Galperin leaving?
MELI fan here 
this thing has snuck up to be my third largest individual holding. Motley Fool did a little snippet about his departure letter saying it was perfect. Guy is still young, still a big stake in the company and a multi-billionaire that wants to do more with his life. So envious.
this thing has snuck up to be my third largest individual holding. Motley Fool did a little snippet about his departure letter saying it was perfect. Guy is still young, still a big stake in the company and a multi-billionaire that wants to do more with his life. So envious.
McBokonon
Footballguy
Yeah, seems pretty orderly and how succession planning should go. He'll still be Executive Chair.MELI fan here
this thing has snuck up to be my third largest individual holding. Motley Fool did a little snippet about his departure letter saying it was perfect. Guy is still young, still a big stake in the company and a multi-billionaire that wants to do more with his life. So envious.
Sand
Footballguy
Wherever Todem is, mark me down for 1% of the knowledge and 187% of the confidence.
I'm other news my biggest holding, KTOS, is up 6% on no news at all. I hate days like this as it will assuredly retrace 5% tomorrow.
General Malaise
Footballguy
Antimony, Tungsten and Tin oh my!
McBokonon
Footballguy
Down about 33% over 5 trading days. Still not cheap. Digging into this more, there's some complications surrounding a move to bi-merge that is also weighing and I need to wrap my head around. Adding to my watchlist, though.
Take yer money.
BassNBrew
Footballguy
culdeus
Footballguy
This makes nearly no sense. Their cars are selling poorly everywhere. Of all the nonsense in the market this is by far the one that has me just thinking we all lost our minds
The Z Machine
Footballguy
it's a meme stock
Yep……
JB Breakfast Club
Footballguy
Dipping my toe in a few if these. Seem interesting...
The Z Machine
Footballguy
is today another buying day???
Capella
Footballguy
Seems like everything is waiting for nvda earnings to me
Bossman
Footballguy
That's even better than NFLX ... noice!
Hopefully you added a boatload when it was on sale.
BassNBrew
Footballguy
I never seen so much riding on one company's earnings report. If guidance is good we are off to all time highs in the market. If it's poor, we are looking at a corrrection.
Capella
Footballguy
We’re all at the casino. Kind of exciting.
BassNBrew
Footballguy
Doing some housekeeping today to get my cash position back to 10%. Culling some losers and reducing some winners back to a 3% weight.
Bob Sacamano
Footballguy
Nickel yo!!
urbanhack
Fight The Power!
Put $5 on 23 for me if you walk by the roulette table.
JB Breakfast Club
Footballguy
Didn't 23andMe go bankrupt? They aren't on the wheel anymore.
Harry Frogfish
Footballguy
Why so quiet? Must be INTC reporting.
McBokonon
Footballguy
Seeing headlines that a certain politician has ordered US chip designers to stop selling chips to China. I note that this comes immediately after he received a question in a press conference related to what Wall Street people have said vis a vis his propensity to walk back tariff declarations using a Mexican food acronym, giving the impression that he simply wants to look tough.
BassNBrew
Footballguy
Yep, I saw that he was made aware of the TACO principle and immediately thought “big tariffs incoming“.
BassNBrew
Footballguy
Salesforce shares rose 4% in extended trading on Wednesday after the sales and customer service software maker reported upbeat fiscal first-quarter results and guidance.
Here’s how the company performed relative to LSEG consensus:
Salesforce’s revenue grew 8% year over year in the quarter, which ended on April 30, according to a statement. Net income of $1.54 billion, or $1.59 per share, was basically flat compared with $1.53 billion, or $1.56 per share, a year ago.
President Donald Trump announced sweeping tariffs on goods imported into the U.S. in early April. Co-founder and CEO Marc Benioff sounded positive about the company’s results for the quarter anyway, pointing to its plan, announced on Tuesday, to buy data management company Informatica for $8 billion.
It would be Salesforce’s priciest acquisition since the $27.1 billion Slack deal in 2021. Slack marked the top end of the buyouts Salesforce had made under Benioff. Activist investors raised concerns about all the spending, in addition to slowing revenue growth.
Salesforce sprung into action, slashing 10% of its headcount. Benioff proclaimed that the board’s mergers and acquisitions committee had been disbanded. The company’s finance chief at the time said it would reach a margin expansion goal two years early. And Salesforce started paying dividends to shareholders.
Initial reception to the Informatica announcement was generally favorable. “Salesforce is paying a reasonable multiple for the asset, in our view, and the deal should be more easily digested by investors than some of the company’s large deals in the past (i.e. Slack),” Stifel analysts led by J. Parker Lane wrote in a note to clients. The investment bank has a buy rating on Salesforce shares.
During the fiscal first quarter, Salesforce introduced the AgentExchange marketplace for artificial intelligence agents.
Management sees $2.76 to $2.78 in adjusted earnings per share on $10.11 billion to $10.16 billion in revenue for the fiscal second quarter. Analysts polled by LSEG had expected $2.73 in adjusted earnings per share on $10.01 billion in revenue.
Salesforce bumped up its full-year forecast. It called for $11.27 to $11.33 in adjusted earnings per share and $41.0 billion to $41.3 billion in revenue. The LSEG consensus included net income of $11.16 per share and $40.82 billion in revenue. The guidance in February was $11.09 to $11.17 in adjusted earnings per share, with $40.5 billion to $40.9 billion in revenue.
Here’s how the company performed relative to LSEG consensus:
- Earnings per share: $2.58 adjusted vs. 2.54 expected
- Revenue: $9.83 billion vs. $9.75 billion expected
Salesforce’s revenue grew 8% year over year in the quarter, which ended on April 30, according to a statement. Net income of $1.54 billion, or $1.59 per share, was basically flat compared with $1.53 billion, or $1.56 per share, a year ago.
President Donald Trump announced sweeping tariffs on goods imported into the U.S. in early April. Co-founder and CEO Marc Benioff sounded positive about the company’s results for the quarter anyway, pointing to its plan, announced on Tuesday, to buy data management company Informatica for $8 billion.
It would be Salesforce’s priciest acquisition since the $27.1 billion Slack deal in 2021. Slack marked the top end of the buyouts Salesforce had made under Benioff. Activist investors raised concerns about all the spending, in addition to slowing revenue growth.
Salesforce sprung into action, slashing 10% of its headcount. Benioff proclaimed that the board’s mergers and acquisitions committee had been disbanded. The company’s finance chief at the time said it would reach a margin expansion goal two years early. And Salesforce started paying dividends to shareholders.
Initial reception to the Informatica announcement was generally favorable. “Salesforce is paying a reasonable multiple for the asset, in our view, and the deal should be more easily digested by investors than some of the company’s large deals in the past (i.e. Slack),” Stifel analysts led by J. Parker Lane wrote in a note to clients. The investment bank has a buy rating on Salesforce shares.
During the fiscal first quarter, Salesforce introduced the AgentExchange marketplace for artificial intelligence agents.
Management sees $2.76 to $2.78 in adjusted earnings per share on $10.11 billion to $10.16 billion in revenue for the fiscal second quarter. Analysts polled by LSEG had expected $2.73 in adjusted earnings per share on $10.01 billion in revenue.
Salesforce bumped up its full-year forecast. It called for $11.27 to $11.33 in adjusted earnings per share and $41.0 billion to $41.3 billion in revenue. The LSEG consensus included net income of $11.16 per share and $40.82 billion in revenue. The guidance in February was $11.09 to $11.17 in adjusted earnings per share, with $40.5 billion to $40.9 billion in revenue.
Bob Sacamano
Footballguy
Tacos for everyone!!
General Malaise
Footballguy
Al pastor por favor
kevzilla
Footballguy
He pitched for Cleveland, right?
Bob Sacamano
Footballguy
I thought you were an atheist
Bob Sacamano
Footballguy
Am I following correctly that they're taking an $8B hit and still guiding to expectations?
Bob Sacamano
Footballguy
Sold Aug $155 calls for the excess amount I bought in the fire sale. This seems like a not bad outcome for those.
General Malaise
Footballguy
Booooodist
BassNBrew
Footballguy
Wish I had trimmed every last bit of my non-tech stuff. Oh well.Sold LYB, bought more MSFT. I still like LYB, but decided this gap down on MSFT was very investable.Bought
AMZN - Jeff, save a seat next to you at the next board meeting. Now at 18% of my account.
AVGO
NVDA
VRT -
AXON
MSFT
Sold all my TECS at a 20% gain.
Thats a pretty good idea. You don’t make friends with salad and you dont retire early with LYB
Hope your backed up the bus @ghostguy123
BassNBrew
Footballguy
I can't find the article I read, but IIRC they took the hit this quarter and still beat revenue. Guiding slightly lower next quarter and higher for the year.
Runkle
Footballguy
Sold some puts at a $70 strike to raise some cash to buy more shares last month. Feelin' good so far.
BassNBrew
Footballguy
Congrats!
NajehHejan
Footballguy
Amazing. I had cash in my IRA that I just deployed into SPY and XLK, halfsies. Hoping for a rip roaring, melt your face off 7-10% gains tomorrow!Courts just halted the tariffsand stocks took off. Tomorrow has potential.
