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https://twitter.com/ZhugeEX/status/1291409879618523142?s=20 Animal Crossing has sold 22M and is still going strong. Can't wait for the stock market to shrug at this like they always do with Nintendo! quote:Gaming giant Nintendo posted a five-fold jump in profit on Thursday (August 6). Femtosecond fucked around with this message at 18:49 on Aug 6, 2020 |
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Aug 6, 2020 18:47
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Cmon USO, break 30.
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Aug 6, 2020 19:18
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The news algorithms seen to have broken on CVNA today, they all seem to be talking about how the stock is "falling" on missed earnings and warnings of inventory shortages. Meanwhile its up 20%. I hadn't checked them out before - they do have a pretty slick interface and promises of quick no haggle delivery to your door. I put in an alert on a few cars. But this 35BB valuation seems a little crazy.
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Aug 6, 2020 19:26
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What does valuation even mean when you just move numbers around on a computer and create trillions of dollars whenever you need to? What does “33 billion dollars” actually represent?
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Aug 6, 2020 19:28
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greasyhands posted:What does valuation even mean when you just move numbers around on a computer and create trillions of dollars whenever you need to? What does “33 billion dollars” actually represent? A number which can go up.
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Aug 6, 2020 19:37
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just imagine when SPY touches 340 intraday there will be a big sell off, but then the next time it passes 340, if coupled with some good vaccine news ... FOMO FOMO FOMO, this train has no brakes
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Aug 6, 2020 19:55
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Baddog posted:The news algorithms seen to have broken on CVNA today, they all seem to be talking about how the stock is "falling" on missed earnings and warnings of inventory shortages. The notoriously high margin business of selling used cars justifies that market cap, or are we supposed to value them as a "tech" company rather than a used cal dealer? I've heard a lot of rumors of shadiness involving Carvana and their relationship with DriveTime, but nothing concrete. They do seem to have some deal with Tesla where they list used Teslas at insane prices (higher than brand new versions of the same car) and then leave the car always in a state of limbo on their website, but that's all I know about that.
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Aug 6, 2020 20:42
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Carvanas prices kinda suck, but they offer much lower interest rates than advertised once you lock in a car, which is probably some kind of sales tactic to get you to impulse buy once you see your monthly payment is lower than expected (lol). They also have some holes in their search that allow specific trim models of cars to slip through the cracks and wind up at lower prices than they should be, if you know to look for it. I live a mile or two from the Carvana and DriveTime headquarters in Tempe and have interviewed with Carvana (microservices!). What have you heard about their relationship? BlackMK4 fucked around with this message at 20:50 on Aug 6, 2020 |
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Aug 6, 2020 20:47
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You're definitely paying a premium for convenience (click a button and a car gets delivered to your house) but a lot of people are willing to do that. Just in my small circle I know of two people who bought their cars through Carvana in the past year.
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Aug 6, 2020 21:01
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I'm still down about 70% overall but made out with 290% gains on weekly FB calls after hearing the renewables news. Didn't want to post til the digital ink dried on the sell order. And I could've gotten even more! Holding BABA calls into next week for earnings after that American firewall news tanked it this morning. Made up all the lost ground and then some.
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Aug 6, 2020 21:13
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Samsquamsch posted:I'm still down about 70% overall but made out with 290% gains on weekly FB calls after hearing the renewables news. Didn't want to post til the digital ink dried on the sell order. And I could've gotten even more! down ... 70% overall ... what's the story? Were you selling SPY calls?
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Aug 6, 2020 21:16
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Anyone know what’s happening with UAVS? It was sort of exciting yesterday morning but not so much today. Anyone still waiting on their news or reports or whatever was supposed to be exciting?
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Aug 6, 2020 22:31
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Here's a good rundown of the recent UAVS stuff. The tl;dr: is that not much is going to happen with UAVS in the near-term and the warrant offering was a cleverly-spun nothingburger. There's a corporate update call coming up on August 18th. I still have a couple hundred shares of it - half of my original position - but I think I will be stuck with it for awhile. I sold half of my holdings when it bounced off of $3.30.
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Aug 6, 2020 22:48
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I think what we need to remember is that UAVS is kind of a Nothing Company. What “deal” could amazon be working with them on? What does amazon need from them?
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Aug 6, 2020 22:54
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Did anyone hop on the RKT IPO? It actually had a solid day 1.
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Aug 6, 2020 23:26
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AMD probably up more tomorrow, big Intel leak. https://www.bleepingcomputer.com/news/security/intel-leak-20gb-of-source-code-internal-docs-from-alleged-breach/
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Aug 6, 2020 23:43
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I’ve been all in all PayPal, Redfin, Zillow and beyond meat. I know beyond meat has meme status but i still like where it’s going. Think they are all winners while we in Covid land
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Aug 7, 2020 00:00
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EDIT Probably wrong thread
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Aug 7, 2020 00:44
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f1av0r posted:I’ve been all in all PayPal, Redfin, Zillow and beyond meat. I know beyond meat has meme status but i still like where it’s going. I should have bought more redfin when it was cheap. Oh well. Who are these people that are buying and selling their homes right now anyways?
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Aug 7, 2020 00:46
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pmchem posted:down ... 70% overall ... what's the story? Were you selling SPY calls? Some extremely stupid decisions during and after the March crash, like betting all the way down that tech would go up and then betting against the market from SPY 240 to SPY 285. However, I've got a large short position against a bunch of companies right now in the hopes that we see another pullback. And I'm offsetting that bearish mindset by picking pennies up in front of the steamroller with extremely short term calls on tech since nothing makes sense and everything only goes up. I'm a total amateur, lost a lot of money investing in HMNY as my introduction to Robinhood in 2017, made it all back and a lot more riding the market up in late 2019, then lost all that with the aforementioned betting against the market both ways. I've been following this thread for a while now, you guys are a great resource. I just hope to make back all the money I wasted betting against the Fed.
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Aug 7, 2020 00:48
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Samsquamsch posted:I've been following this thread for a while now, you guys are a great resource. It definitely sounds like we could have been a better resource!
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Aug 7, 2020 01:00
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f1av0r posted:I’ve been all in all PayPal, Redfin, Zillow and beyond meat. I know beyond meat has meme status but i still like where it’s going. RDFN has been real good for me. Also holding UAVS, we’ll see where it goes.
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Aug 7, 2020 01:11
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There is most certainly not gonna be a fiscal bailout deal tomorrow in the US. I don't see how a deal gets done in the first half of next week, either. These people love brinksmanship. It seems the market gonna have to tank all the way to, gosh, SPY 310? before a deal is done. Dems don't feel any pressure and R's would prefer if stimulus happened like 4 weeks before the election so people don't forget about the checks. What a mess. Nevertheless it's interesting seeing all the relevant quotes come out on @FirstSquawk / @LiveSquawk and seeing /ES react.
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Aug 7, 2020 01:57
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Fuschia tude posted:EDIT Probably wrong thread EDIT is in my CRISPR list, so technically the right thread. And CRSP is the other ticker. Was there a CRISPR bubble or is it yet to come?
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Aug 7, 2020 02:23
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Femtosecond posted:https://twitter.com/ZhugeEX/status/1291409879618523142?s=20 If you're going to compare unit sales of hardware and software then you need to acknowledge that they've combined their console and handheld businesses into one device. e.g. at the height of their hardware sales they were selling over 30 million DS units and 20-25 million Wii units a year, and now they sell 20-25 million Switch units a year. So you see a lot of cherry picking one half of the business, like in this tweet comparing Switch software sales to 3DS software sales, that ignore this entirely.
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Aug 7, 2020 09:21
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Colonel Taint posted:
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Aug 7, 2020 14:51
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pmchem posted:just imagine when SPY touches 340 intraday I literally sold my whole portfolio and bought a couple of $336 strike 11/30 spy calls because I can feel in my bones that this is going to happen
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Aug 7, 2020 15:32
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I could have made approximately 800% more profit on that FB call. Instead I got clobbered by BABA. Is FB really up that much on just renewables news?
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Aug 7, 2020 15:46
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I've been lurking this thread for a while, thanks to whoever tipped TUP last week. In other news my tech has taken a brutal beating today. I'm long on ATVI and grateful that I rolled some profit out of it yesterday because OOF. Only things showing good for me are ICE, ZM and uhhhh... Yeah. Even SLV is being lovely today. I tried to get in on the GOOGL dip yesterday but it didn't fill. I think I'm grateful for that. MSFT being poo poo I guess has to do with the TIKTOK/Tencent shenanigans, I figure. Mainstream Tweeters are saying ZM 300 in September? Sounds suspect to me. E: SPCE can suck my diiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiick Clockwork Sputnik fucked around with this message at 15:49 on Aug 7, 2020 |
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Aug 7, 2020 15:47
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edit: wrong thread
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Aug 7, 2020 15:49
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dat FB
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Aug 7, 2020 15:50
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Trump hitting Canada with aluminum tariffs. Alcoa calls, anyone?
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Aug 7, 2020 16:15
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AMD, which has gone up for the past month straight on any and all and no news, drops slightly on the news it’s biggest competitor got hacked. Why
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Aug 7, 2020 16:32
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LibCrusher posted:AMD, which has gone up for the past month straight on any and all and no news, drops slightly on the news it’s biggest competitor got hacked. Why If Intel got hacked maybe AMD did too. 
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Aug 7, 2020 16:35
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Or maybe it's just Friday.
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Aug 7, 2020 16:43
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I sold 21 Aug $360 calls on W for $6 the day before earnings and I am starting to feel a little queasy
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Aug 7, 2020 16:52
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LibCrusher posted:AMD, which has gone up for the past month straight on any and all and no news, drops slightly on the news it’s biggest competitor got hacked. Why INTC must have stuff worth stealing! 
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Aug 7, 2020 17:00
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LibCrusher posted:AMD, which has gone up for the past month straight on any and all and no news, drops slightly on the news it’s biggest competitor got hacked. Why
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Aug 7, 2020 17:16
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Grouchio posted:Did I choose a bad time to buy a high-end NVIDIA card laptop? You don't have a stake in future products by owning the laptop and AMD more finally woke up and is looking to not only be on equal footing but possibly become market leader in both video and CPU. It is not the case at the moment but that speculation is what is driving AMDs price up.
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Aug 7, 2020 17:26
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(gonna repost this on next page)
Grouchio fucked around with this message at 19:14 on Aug 7, 2020 |
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Aug 7, 2020 18:42
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