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Stock Thread (12 Viewers)

Leeroy Jenkins said:
What is a good blockchain investment that is not crypto currency?  Like, what can I invest in that is developing NFT/Blockchain for secure documents for medical records, commercial real estate transactions, etc.?
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A bit under the radar, SHOP had some news on offering NFTs yesterday. It seems like a space to watch given how well SHOP is executing.

 
I might be convinced to finally start a $TDOC position tomorrow, or maybe even after hours today. I feel like they've been crushed enough but the market really loves to crush them.

 
McBokonon said:
Looks like they missed on almost everything. I’ll just go and ahead and still not own them for now.
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They didn’t miss on revenue just on earnings. Seems like swallowing Livongo may have been more expensive than they thought. I will say that I may add some. Their 2021 revenue is still on plan for $2B, which is almost 100% growth and P/S around 10, which isn’t expensive for 100% growth. I’ll probably just stick with what I have and see where it is in a while. 

 
Dwayne Hoover said:
AMD did really well, also down after hours.

Im going to buy some more
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One more note on buying AMD. I know there is a risk the merger doesn't happen, but based on the AH price of AMD (it's up 1%), the XLNX merger price is $158.64. It's trading AH at $130.80. That's a 21.3% return if the merger happens and AMD doesn't go up at all. I bought a 100 shares of XLNX last June as part of some 5G recs, so I don't know if I want any more. I would lean very much towards buying the XLNX side of the acquisition and I do think when it's done, there may be a nice pop for AMD. 

 
stbugs said:
One more note on buying AMD. I know there is a risk the merger doesn't happen, but based on the AH price of AMD (it's up 1%), the XLNX merger price is $158.64. It's trading AH at $130.80. That's a 21.3% return if the merger happens and AMD doesn't go up at all. I bought a 100 shares of XLNX last June as part of some 5G recs, so I don't know if I want any more. I would lean very much towards buying the XLNX side of the acquisition and I do think when it's done, there may be a nice pop for AMD. 
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I actually did do that this afternoon, bought XLNX instead.  Hopefully the merger is complete by end of year as Lisa Su says it will be.

 
Dwayne Hoover said:
I actually did do that this afternoon, bought XLNX instead.  Hopefully the merger is complete by end of year as Lisa Su says it will be.
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Yeah, it'll be nice to have one ticker to follow. I've had a few mergers happen to my stocks and this has so far been way the heck longer than the rest. I don't know if they both have more international pieces that complicate things, but I think they already have the EU and US approvals. I think it's just China's approval that's left. I don't know if that's why the discount has gotten bigger.

 
McBokonon said:
Reported this morning ($INMD): 184% increase in YoY revenue; 325% YoY increase in earnings. Raised guidance on revenue and earnings. I’ll be adding today.
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Noticed down a little bit. SPOT was disappointing even though I think they beat numbers, but I made a small purchase awhile ago. I think I’m going up unload that and buy some KNSL (report tomorrow) and INMD.

Edit: Sold SPOT/ITRI as they aren’t highly recommended for more KNSL and 30 INMD.

 
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$GLBE 🚀

KeyBanc Adjusts Global-e Online's Price Target to $75 from $42, Keeps Overweight Rating
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I'm over a double on my shares and already took some profits here. I'm being repetitive but I wouldn't blame anyone for waiting until earnings to start a new position if you missed it. Not sure on the date yet - they reported on 06/03 so maybe late August or so?

 
Capella said:
Just wait till you see how the amazon share price bombs after another blowout call tomorrow. 
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I trimmed at $3700 earlier in the week.  I really expected a march to $3800 this week.  If it drops below $3500 I'll be adding :doh:    I'm down to 22.5% allocation right now.  Really hope we get a split announcement and silly season sets in.

 
McBokonon said:
I don’t know anything but I’m willing to bet someone (hedge fund or something) is liquidating their China positions and it’s affecting all of their SE Asia holdings. Might be a good opportunity for SE or similar non-China names.
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It's too easy to make money than investing in China. They have the mindset of the next 100 years where we only think of 4.

 
Ridgeback said:
TLRY up 22% on earnings, but they've been a dog for quite some time. I'm still down about 10%.
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100 million shares traded today.  Feels memey to me, not earnings.  I'm probably going to sell in about 20 minutes at a slight loss.  I've been way way down on it for a month or two.  Still like the stock but would rather get lower.  

 
Actually made money on a SPAC.  Bought 100 shares of Marketwise at $9.93 in March to park some cash and sold 80% today at $11.06.

 
Desert_Power said:
TDOC crawled all the way back to even, wow.
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Woot. Heck of a day for me although yesterday was a down day (not as bad as it was good today). On TDOC, I think that it might be some realization that earnings aren’t as big a deal as growing revenue 100%. They swallowed a big acquisition so it’s not surprising that costs went up and just like most tech companies in the early years, it’s about market/revenue growth.

 
Alphamin Resources hit a new 52-week high after announcing positive drill results.  They are tonning it in tin.  They are about to eliminate debt and are considering a dividend at year-end which is unheard of for a penny stock.  Tin prices continue to soar and there hasn't been much in the way of a supply response.  Glue of technology this tin.  If you're sitting in this one, you already have a nice gain so I'd never fault anybody for selling some but I think we're sitting on a real banger here. 

 
General Malaise said:
Alphamin Resources hit a new 52-week high after announcing positive drill results.  They are tonning it in tin.  They are about to eliminate debt and are considering a dividend at year-end which is unheard of for a penny stock.  Tin prices continue to soar and there hasn't been much in the way of a supply response.  Glue of technology this tin.  If you're sitting in this one, you already have a nice gain so I'd never fault anybody for selling some but I think we're sitting on a real banger here. 
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Nice call.  I'm up 50%.  Do you think 90 Cents is realistic this year?  I would like to sell half there and free roll.

 
BassNBrew said:
I trimmed at $3700 earlier in the week.  I really expected a march to $3800 this week.  If it drops below $3500 I'll be adding :doh:    I'm down to 22.5% allocation right now.  Really hope we get a split announcement and silly season sets in.
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Forgot about the split potential. I just assume that’s never going to happen. 

 
Capella said:
Forgot about the split potential. I just assume that’s never going to happen. 
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Seems like low-hanging fruit for Jassy honestly.  Given what has been going on with retail investors the last 16 months, not sure keeping a price so high is in the best interest of shareholders.

 
Desert_Power said:
Seems like low-hanging fruit for Jassy honestly.  Given what has been going on with retail investors the last 16 months, not sure keeping a price so high is in the best interest of shareholders.
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Oh I agree but they don’t care about the shareholders at all. Not even a little bit. Bezos seemed to actually despise us. 

 
Capella said:
Oh I agree but they don’t care about the shareholders at all. Not even a little bit. Bezos seemed to actually despise us. 
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I don’t think it was despising shareholders. I mean SharkNZima aside, the stocks gone from $1.50 to $3600 in 24 years. He just always said that he didn’t worry about the share price, just growing the business and the share price will handle itself. When a CEO is worrying about share price, it likely means that things aren’t going as well and he/she is trying to figure out how* to prop it up so I always agreed with him. If your business is flying, you can let the share price follow you.

I’m very doubtful that there will be a split announcement any time soon.

* Like free popcorn. I’m so looking forward to that earnings report next week.

 
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