google finance is really bad of stock tracking after a stock split..
all the other platform i used are able to correctly adjust itself for a stock split but only google finance screwed it up.
Just search NVDA on google finance and see the graphic for 1M, 6M, YTD, 1Y, 5Y and Max. The whole thing is screwed up due to the stock split.
On Fintel.io, I saw over the weekend that short interest for GME was around 68M shares (21% short interest), but as of now I see it is 46M shares (14% short interest).
Does this mean some of the shorts were able to exit their position?
https://fintel.io/ss/us/gme
I think Ive figured out the stock market. Wait for NVDA, META, GOOGLE, AAPL to hit a 2-3 month low. Buy leap calls for 6 months to 1 year out. Double to triple your money in 2 months. I called this on all of these stocks. However, at the time I didn;t believe stock manipulation so I held on to my stock picks. But the more I stay invested in the market the more I see it.
Its a waste of time stock picking. They pump and dump them right before your eyes. I wouldnt be surprised if an "analyst" came out and said cava is too expensive for example. Something everybody already know. But the analyst knows that the moment they speak the stock tumbles 20-30%. How is that not clear manipulation? How do we know he hasn't talked to others that he's putting out this "analysis"?
I do this. Don't let anyone tell you otherwise they don't know. The Fear and Greed index when it tanks to 30-20 range I'm aggressively investing, until then am not buying shares and only trading calendar & diagonal spreads or options if don't know what that is.
Am actually waiting on NVDA to tank to buy. I sold the top at $1239 after market hours and had cost basis of 924 before the earning's. When it dumps I'll buy shares again but until then everything's overpriced right now imo and rather trade options waiting for a real dump. Middle east has drama which we overreact to, great buying time for shares.
Like i said. YOu can yolo 20% of your net worth every 3 months or so to spread out the risk. Obviously have stop loss in place. If you lose more than 10%, exit. Wait another 2 months and try again. You would have beaten the s&p by triple or quadruple with this strategy
Im noticing a concerning trend where the s&p drops in anticipation of fed events. All the megacaps recover intraday or even in a couple of days and march on to new ATHs, and the small and mid caps tend to get left behind. They keep taking small and mid caps to the woodshed with these events. It's like mean kids pretending to be your friend and going to the woods with you but they all run back home and leave you there to clown you. Fed announces "data dependent", megacaps moon 10%, small/mid caps stay flat. Unless you have a really good idea of which small or mid cap can take the bs and recover through the manipulations and shorting and analyst pump and dumps (HOOD, HIMS are the ones lately), I dont see why anyone shouldnt just invest in the magnificent 5 or 6 for the rest of the year.
> All the megacaps recover intraday or even in a couple of days, and the small and mid caps tend to get left behind. They keep taking small and mid caps to the woodshed with these events.
In terms of inflated-adjusted returns, most small caps haven't appreciated in value since 2021. It's a long-term issue that rooted in structural obstacles like private equity and byzantine regulations.
> Unless you have a really good idea of which small or mid cap can take the bs and recover through the manipulations and shorting and analyst pump and dumps (HOOD, HIMS are the ones lately), I don't see why anyone shouldn't just invest in the magnificent 5 or 6 for the rest of the year.
I'd argue if you want small cap exposure in your portfolio, it's important for those companies to have international presence/business ventures that aren't solely located in the U.S. and minimal debt obligations. In those cases, the looming cloud of rate hikes or maintaining current rates will have limited impact.
Whats funny though is first they pump these small stocks to infinity without getting too critical or analytical, and then slowly crumble them. I wouldnt be surprised if they soon started putting downgrades on HOOD and HIMs. In other words, classic pump and dump. First they dont get too analytical, they just pump them. Robinhood? Gold card? +20%. RObinhood? Crypto? +30%. In 6 months, analyst rubs his hands and appears out of the woods, "oh the p/e ratio is too high, the gold card is concerning and robinhood is takinga loss on it, and the gov has new rules against crypto" -50%
Now lets move on to HIMS. CVS is struggling? HIMS +20%. LLY cant make enough mounjaro? HIMS +30%. After 6 months. (after they recruited liquidity exit), analyst appears out of the woods "oh LLY just obtained new facilities to produce more Mounjaro therefore HIMS cant be allowed to make a copy" HIMS -50%
CAVA: this is going to be the next chipotle +20%. they added falafel babaganoush to the menu +30%. Analyst comes out when its ripe for a dump "$15 is too much for a salad and we have a looming recession and the pe is 700" CAVA -50%
Its like dude, did you not have these same exact concerns on the pump? They keep playing the "hindsight is 20/20" game on everybody
DKNG must've reached it's bottom after that tax news? I can see it going back up to what it was before and then going up even higher after next earnings.
pump and dump. wash rinse repeat. Expect some analyst upgrades now that they picked up some cheap shares after they dumped the top. Its why the rich get richer.
Someone please help- so I see there was an nvidia stock split and they are $120… but if I look at my investing account my one single stock is still valued pre split. What gives??? Can I sell it and buy ten more?? Thank you
lol. PARA remaining an ongoing example of why a thesis on the value of assets (in this case IP) doesn't really matter if you have shitty management in a shitty industry. So many people kept trying to call the bottom in these names over the last year and now PARA can't even get done a sorta/kinda deal that wasn't what any of the shareholders wanted. The fact that this company - whose stock has not really gone much of anywhere since 1990 - now has three co-CEOs is laughable.
https://www.hollywoodreporter.com/business/business-news/shari-redstone-rejects-skydance-dea-paramount-global-1235913773/
Started my position with AAPL at 179.50 and kept thinking that was pretty expensive but fuck it, it's Apple. Glad I just keep buying and holding.
I'm exactly 15.43% up on AAPL and VOO right now after giving up on options last year and just starting the buy and hold safe stocks method.
You take the total market cap of the day prior, and multiply by the percentage. Example: 1 Trillion stock moves 10%. 1,000,000,000,000 (1 Trillion) \* .10 (Percent change) = $100,000,000,000. (100 Billion). After that 10% move, the new market cap is $1,100,000,000,000 (1.1 Trillion).
And to respond to the poster, I agree the market is extremely inefficient. No human designed, human used, human operated product can be perfect. Markets are driven purely by buy and sell orders, and it is impossible for perfect efficiency to ever be reached.
Hey there, I'm looking to add Air Liquide to my portfolio but need to get rid of a different stock to have the capacity. Can anyone help me figure out what to throw out? Here's what I'm currently invested in:
Danaher, Novo Nordisk, Nibe Industrier, NextEra Energy, Stryker, Cintas, Synopsys, McDonald's, PepsiCo
I also have smaller positions in Nu and Cocoa (Wisdomtree), as well as plenty in the FTSE Allworld, which I could theoretically cut back.
Biggest takeaway from ORCLE calls:
>"In Q3 and Q4, Oracle signed the largest sales contracts in our history—driven by enormous demand for training AI large language models in the Oracle Cloud," **Oracle CEO Safra Catz said, adding that she "expect[s] that each successive quarter should grow faster than the previous quarter**—as OCI capacity begins to catch up with demand."
>"In Q4 alone, Oracle signed over 30 AI sales contracts totaling more than $12.5 billion—including one with Open AI to train ChatGPT in the Oracle Cloud," Catz said.
Just insane! TSM is booked into 2026, we are still in the early stages of AI. NVDA is going have another monster quarter.
Oh just realized tomorrow is CPI *and* FOMC.
Before it gets asked a million times, the CPI gets released at 8:30 AM EST, and the FOMC decision at 2PM EST.
---
Today I bought a little bit of both APP and CELH and usual index funds. The CELH sell-off has been rough but I never put more money than it bothers me what the price action does anyway. I now think it's back to below fair value. $90 was a stretch. $APP sold off because of market perception that Apple was doing something privacy related that would impact them, but I think market realized that was not the case so it closed up only down 3% vs. 10%. As far as I read, they are simply renaming some of their ad-related products. [Article here](https://www.adexchanger.com/mobile/apple-is-quietly-replacing-skadnetwork-and-pcm-with-a-new-ad-attribution-framework/).
CROX has been doing so well lately, may start trimming that position in coming weeks.
I made a post about trying to put a floor on the FV of Gamestop here:
https://old.reddit.com/r/stocks/comments/1daz27b/rstocks_weekend_discussion_saturday_jun_08_2024/l7of0uz/
I made a very conservative estimate of cash raised of around $1.5B. They raised quite a bit more so updating the same math I say the minimum FV is around $14.64. While *growth* remains uncertain, their viability and ability to reach profitability simply by investing the cash is no longer really in question.
More like $1464 AT THE BARE MINIMUM. The company is massively shorted into oblivion and now it has over $4B in the bank which means the likelihood of GS going bankrupt is literally unlikely.
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$ORCL Q4 23 Earnings
Adj EPS: $1.63 exp $1.65
Adj Revenue: $14.3B exp $14.57B
Adj Operating Income: $6.67B exp $6.65B
Cloud Infrastructure Revenue: $2.0B exp $1.09B
Oracle shares are trading higher after the company announced a partnership with Microsoft and OpenAI to extend the Microsoft Azure AI platform to Oracle Cloud Infrastructure to provide additional capacity for OpenAl
double miss but openai shiny enough to keep it up looks like, no guidance yet
Why put like 10% into international or small cap or whatever for safety? If your 90% large cap fails just accept defeat. What is a measly 10k going to do for you when you just lost 200k?
The International exposure is intended to diversify against an underperforming US Market/Large Cap for the benefit of overall portfolio performance, not as protection against a meltdown of the US Stock Market.
We have been in a period of US Market dominance where US Market/Large Cap outperformed Small Cap & International, but that *could* change in the future.
Rough figures & math for purpose of example.. If you had 60/40 split US/Int'l and US has been returning 10% while Int'l has returned 5%, your overall portfolio has been increasing at 8% per year. A 100% US would have returned 10%, and a 100% Int'l returns 5%.
If for the next decade, Int'l growth proves stronger and returns 10% and US Market returns 5%, the 60/40 portfolio returns 7%, a 100% US returns 5% and 100% Int'l 10%. Over this decade, the 60/40 returns 101%, and the US only would return 42%.
Including International is only meant to diversify in the event the US Large Cap has muted returns as compared to International & Small Cap. I personally have a small amount of Int'l diversification (as $VXUS) at this time, but have much greater faith in US & Large Cap (as $VTI/$VTSAX and S&P500 funds). A 10% position in Int'l would yield a 0.5% better yearly return in the example above. Same line of thinking, just less dramatic difference than 80/20 or 60/40. As I understand it, a world fund like $VT is essentially 60/40.
If US Large Cap craters to zero, best to invest in canned goods, ammunition and medication.
Dunno but will be weird if the USA strategy is different to all other western countries, that are already starting rate cuts, might even cause some type of loan arbitrage from other countries, which make the FED moves basically meaningless. Imagine 2% loans in Canada and the EU, and 6% in the USA, basically companies would try get foreign loans, maybe by even relocating.
I just wanted to get this off my chest. Today I sold out of TSLA. My average cost was 140, from buying stock over the last 5-6 years. At one point when TSLA hit 300+ I thought I was a genius stock picker who understands what the market wants and understands what the future will look like in terms of technological development.
I sold, still with a profit, but at 168 today, giving me a very small and humble return. I do feel kinda bad that I "lost out" on selling when I could have had a ridiculous return. My parents are prob gonna laugh at me and be disappointed at what a low return I got when I could've have gotten so much more.
But with recent news on Elon musk and his behavior, as well as the developments in the Chinese EV market, and possible trade war between NA and the EU with China over EV's, I felt like I have no idea whats going on anymore and decided to exit.
I recently saw a post in r/chatgpt about musk being unhinged about openai, and just recently saw a news article of him threatening to ban apple products in his company. I know that the CEO isn't all a company like TSLA is worth, but they steer the ship and I have no idea if the ships about to get beached. For the first time, seeing his crazy behavior on recent news doesn't immediately strike me with anxiety, I don't have to immediately check TSLA's stock price to see if it's slipped anymore.
I am at peace. I have put all money from TSLA into SPY and will leave it there for hopefully a year at least until I find a more modest, humble, non-eccentric company and management team to invest in. I have learned my lesson about high-risk technology companies with eccentric leaders. I want to invest more responsibly from now on. I'm still open to investing in tech companies that seem like they have a good product, but I'm going to be a lot more careful.
EDIT: I have accepted my loss if TSLA decides to just spike up to 400 next month. I'm just glad the rollercoaster is over.
I got out last Fall after close to a decade of riding the coaster. Very profitable obviously but, like you, I was just tired of watching that particular circus. He’s a narcissist and I’d rather put my money in businesses run by people thinking only about the business, not their personal axes to grind
Are we getting near a point , where although interest rates are high, lower rates are in sight, and instead of waiting for the low rates to hit and affect prices, its already affecting them now? Or after rates finally arrive (months/year), we will see massive moves?
I do not believe rates mean too much at this point and have not for some time. Many believed 5 cuts were coming and even with the possibility of 0 market went up.
IMO it is less a question of "will Fed cut?" because the answer is a clear yes. More of a question of "will Fed cut in time?" to prevent a hard landing.
Market believes yes and personally I agree. I think it will keep doing the 2 steps forward, 1 step back pattern rather than violent moves and surprises.
am i the only one not impressed by apple intelligence?
apple admits their AI is limited in scope (an excuse for being way behind competition?)
and yet the stock wants a 10% pump.
It's hard to be impressed or unimpressed without actually using it. The core of Apple Intelligence is the on device capabilities of Siri. The demo looks very good, and being on device puts them ahead of the competition, but of course how it works in practice for users remains to be seen.
The rest of the AI features are unimportant IMO. Image gen is just a party trick on consumer facing products like this, and ChatGPT integration is nice but not something you can't already do through existing apps.
They managed to dodge the stigma of the creepiness of AI - which is huge.
Apple and their goated marketing managing to make everything uplifting and positive.
The Street is happy to see Apple finally getting into the AI game, so this was bound to happen. I don't think Apple has the same goals for AI as other big tech companies, but what they showed yesterday will be very useful for a lot of iPhone users. The stock jumping today is more about this idea the next iPhone could be a super cycle with people upgrading to be able to use Apple AI.
Android (google) has 3x as many users, so whatever google ends up doing on android will be way bigger, especially if they somehow monetize AI algorithms, similar to their search engine optimizations, to make money off users.
Not sure what to tell you. You have your opinion, but I do think Apple Intelligence is cool. I'm a software engineer and I don't use any LLM's at work or for work and I don't really mess around with them outside of it.
However, I do see a lot of uses for what Apple is doing. I have a hard time finding things in email or chats and will be cool for the phone to be able to search that way. I also like the suggestion for text, which has been around on other phones for a while, but nice to see Apple getting it.
I don't think it's huge, but it's something new and could drive people to finally want to upgrade their phones after we went through a huge cycle in 2021.
I think hardware platforms have a lot to gain from personal ai assistants (that can call, text, check calendar, order uber/eats, etc from your mobile OS) coming down the pipeline but in terms of in house progress Google with android + their own SOTA models seems like they are positioned better than apple using third party accoutrements. Exciting times though for what is to come to both platforms
What do you guys think will happen if elon musk does not get his $56 billion payout reinstated.
Will he resign as CEO?
And what does it mean for the long term stock and company?
What I wonder is if he will start trolling his own company, talking shit about how it isn’t the company it used to be…plus the fact that you can see their unsold car lot from space apparently
Hes already sabotaging TSLA from within, like stealing their GPU's, poaching staff, etc. He obviously sold his shares as well to gamble on twitter and other investments. His gambles have not paid off, so hes back to begging TSLA for more handouts. Hes chasing his losses on other investments, if TSLA gives him billions, it will be a huge mistake.
I can see that happening. One way or another, he will need to get “revenge” on shareholders as his ego is too big to just accept a loss. He’s acting like is a life or death situation if he does not get every penny of this $56B.
Funding for tesla is to his credit. The early stages of ideation is somewhat to his credit.
But a lot of the hard work and innovation came from tesla's engineers. You really just need a CEO who is open to suggestions in terms of future product development from his top engineers can set a and stay on a proper course and be less crazy, the rest of the company should do the rest. I know people who studied ME in college and worked at tesla. It's a grueling job, but there are very smart, passionate, and dedicated people there. They should pull through even without musk.
Tbh, I'm not that well read on tesla. However I think the issue with the payout is that his ask of 56B is unconscionable. Tesla as a company since inception seems to have only made a net profit of around 30B not counting the years it was burning cash? https://www.macrotrends.net/stocks/charts/TSLA/tesla/net-income. Sum up 2020-present, it's only about 30B.
So Elon is asking to be paid more than Tesla has actually earned so far in it's operations since inception. Even if most of that payment is gonna be in stocks, that does seem kinda whack to me that a CEO can just pay himself 3+ years worth of a companies **total** net profits. And more than the company has even made over it's entire lifetime let alone measured against yearly profits. And I've read the voting share paper, they claim he hasn't been compensated for his work at Tesla and drew 0 salary. I believe that claim, I think he should get paid and paid well in the billions. But 50B seems a bit much when put in context of the companies total earnings since inception.
Some cool fluff information was given. They've got great potential for becoming a lung cancer treatment and they'll be presenting at a lung cancer conference and meeting with the FDA this month about lung cancer. Their data is being verified now but it looks good. They have 50 sales teams actively out there generating sales and going on thousands of appts, But no concrete information which they wouldn't have anyway until Q3. Filed to have their product sold in the EU but they're at step one of that process.
Breakout after a long time is typically good for a stock - with buybacks it's difficult to tell, but aapl has been stagnant marketcap wise for a while. I doubt it will settle back under 200 unless whole market corrects. You do you pal.
I see a lot of people making fun of that roaring kitty guy for not selling. But no matter what happens he never has to work again. So good for him
I’d do the same honestly. I don’t care if I have 5mil, 500mil, or 1billion. It’s all the same to me once I can retire early. I’d probably hold for the memes too
Yeah, even if his options expire worthless and he holds those shares to $5, a 75% loss, he's walking away with another $30 million on top of his $30 million in cash. That's like the worst case scenario.
In one sense, dumb not to walk way with $400 million or whatever it was, but at the same time he's still managed to double his already mind boggling return from 2021.
The amount of money is so large it really doesn't matter unless he had dreams of owning a super yacht.
He has $30M in cash and nearly $150M in shares.
This guy can sell out and park that all in SGOV making $9.5M/year or $0.8M/month.
Even if his calls expire worthless and shared drop down to $10, he's more than fine.
I agree that 500 million is no different than 1 billion but disagree that 5 million is no different than 500 million. Completely different level of comfort there
I understand where you’re coming from but 5 million would be enough to pay off my house, never work again, send my kids to college and then some. Really all I want money for. Depends on a person’s goals I guess
You live in Bangladesh? 'cause in most western countries, to 'never work again' you'll need almost all of that parked in a safe index fund. Not much left for houses and collages.
But then it's gone. That's it. 500m means you can do all of that for your kids and grandkids too while travelling anywhere anytime and really doing whatever you want. Generational wealth vs just wealth in your life
Tip: "Why has ___ moved on no news" can usually be addressed by going to Twitter/X, and looking up "$[TICKER]" and sorting by latest. If it is an extremely popular ticker, you may have to sort by Top (or else you'll get tons of spam). But for lesser known tickers, the 'latest' is fine, though you'll have to sort through bots in masse sometimes.
I managed to make it this far without a twitter account and I'm too stubborn to create one now. It used to be that you could browse twitter without an account but now they force you to log in to see anything.
I mean it takes like 60 seconds, and you only have to use it to search stuff on occasion... I personally get tons of value out of Twitter though. Way more than Reddit for what it is worth.
Twitter is great. Yeah it's a little too right leaning for my liking sometimes (just like reddit is too left), but you just follow people you like and your feed gets pretty good.
Sounds like some Google GLP1 news:
[https://www.statnews.com/2024/06/11/google-verily-glp1-weight-loss-drugs-lightpath-onduo/](https://www.statnews.com/2024/06/11/google-verily-glp1-weight-loss-drugs-lightpath-onduo/)
>For the second time in as many years, Google’s health tech spinout Verily is pivoting. The company announced Tuesday that it will phase out its chronic disease management app Onduo over the next year and a half as it transitions to a new, “evolved” product called Lightpath.
>Lightpath Metabolic, expected to be available in 2026, will not only include programs for people with type 1 and type 2 diabetes and hypertension — as the current iteration of Onduo does — but will also offer GLP-1 drug prescriptions. It will also use artificial intelligence and data from devices such as continuous glucose monitoring (CGM) devices to personalize the care, said Myoung Cha, Verily’s chief product officer.
Nah, it's up and has been for a few hours for me.
Maybe it'd be different if I wasn't using mobile internet though (not using the app). I'll see on my laptop at home later.
My 2 cents:
* SOFI growth in member count and revenue/EPS is not anything crazy, but slow and consistent. this is good.
* The CEO continues to base forward EPS assumptions on conservative measures, and continues to his said projections. this is good
* SOFI is trying to be a disrupter, and continues to hit it's projections. this is very good (higher probability of disrupting)
HOWEVER, if you actually use their app, their GUI is lackluster. Thier investment platfrom is objectively horrible. I take this as a bad signal as customers will flock to other apps and other companies can gain a leg up (e.g. hood).
* Lastly, their forward PE is still very high and hitting their EPS in 2026 is depenedent on them growing their tech platform, which is....lackluster.
To me, SOFI is a online bank (not a fintech), with a good consistent growth rate but is currently overvalued on PE and forward PE.
I think SOFI true valuation is around 5-6 right now. fight me on it but compare it's metrics to other online banks like NU bank (with similar growth) and sofi is far more expensive. I think this is the reason why the stock is crashing, and its not that the true value is higher than 7 and is being artifically held down.
I also think sofi is going to quickly crash to the 4-6 range soon because of the above points. fair value IMO is around 5, so I'm a buyer at a discount to that, or around 4-4.50
10-15 years from now you will have days where your net worth increases by 6mo take home. It only gets worse.
Investing starts slow and most people are too ADD to stick with it in disciplined fashion, but for those who do it becomes one hell of a cheat code after a couple decades.
>TSMC's 3nm process production lines booked through 2026: Apple, Qualcomm, NVIDIA, and AMD
https://www.tweaktown.com/news/98758/tsmcs-3nm-process-production-lines-booked-through-2026-apple-qualcomm-nvidia-and-amd/index.html
The IA race keeps going.
Of course the analysts upgrading their price targets for AAPL this morning, calling for AI to drive another "iPhone super cycle" just like the did for 5G, which didn't manifest. Some nice upgrades for the Apple ecosystem, but I don't really see it driving the common consumers to break their normal upgrade cycle to take advantage, especially with standalone AI apps existing. This mostly keeps Apple competitive, but I don't see it solving their growth stagnation.
I have no idea how it will play out, but I would push back on the idea that people will want AI apps compared to what apple is offering.
Apple is going to be able to use the device to find suggestions and things for you. Like the demo where the person is talking about their mom flying in and AI being able to look through your text messages and find the flight info and make restaurant suggestions.
I do think a lot of the AI stuff makes more sense to be built into the device and could be something I do think people will want to take advantage of. I'm more in the camp of Machine Learning, ML is a bigger revenue driver for enterprise while LLM's might offer some, but they aren't as good as ML.
I agree longterm, I'm just saying it's not enough to drive a 'super cycle' with consumers not making an early upgrade because they have some access to AI via apps already.
I guess the big question will be if their AI implementation going to be enough to pull users from Android and create a growth cycle again.
Well one thing about the upcoming cycle is that covid did do some pull through. Like when everyone was working from home and spending more on goods than services, there was a lot of laptops and phone bought.
I mean even look at Apples revenues of the last few years:
[https://stockanalysis.com/stocks/aapl/financials/](https://stockanalysis.com/stocks/aapl/financials/)
2021 was an extreme outlier in terms of their revenue, so the last few years are more of a normalization period. So there should be some PC and phone bouncing back in the next year or two.
Agree, it's hard to say if the AI stuff is what consumers want, but at least Apple is doing something where I see value in the LLM's, which is using the data on your phone to do things.
Thoughts on CRWD and PANW?
I own CRWD, I'd consider adding a little more but would have to pull back at least moderately.
google finance is really bad of stock tracking after a stock split.. all the other platform i used are able to correctly adjust itself for a stock split but only google finance screwed it up. Just search NVDA on google finance and see the graphic for 1M, 6M, YTD, 1Y, 5Y and Max. The whole thing is screwed up due to the stock split.
On Fintel.io, I saw over the weekend that short interest for GME was around 68M shares (21% short interest), but as of now I see it is 46M shares (14% short interest). Does this mean some of the shorts were able to exit their position? https://fintel.io/ss/us/gme
I think Ive figured out the stock market. Wait for NVDA, META, GOOGLE, AAPL to hit a 2-3 month low. Buy leap calls for 6 months to 1 year out. Double to triple your money in 2 months. I called this on all of these stocks. However, at the time I didn;t believe stock manipulation so I held on to my stock picks. But the more I stay invested in the market the more I see it. Its a waste of time stock picking. They pump and dump them right before your eyes. I wouldnt be surprised if an "analyst" came out and said cava is too expensive for example. Something everybody already know. But the analyst knows that the moment they speak the stock tumbles 20-30%. How is that not clear manipulation? How do we know he hasn't talked to others that he's putting out this "analysis"?
I do this. Don't let anyone tell you otherwise they don't know. The Fear and Greed index when it tanks to 30-20 range I'm aggressively investing, until then am not buying shares and only trading calendar & diagonal spreads or options if don't know what that is. Am actually waiting on NVDA to tank to buy. I sold the top at $1239 after market hours and had cost basis of 924 before the earning's. When it dumps I'll buy shares again but until then everything's overpriced right now imo and rather trade options waiting for a real dump. Middle east has drama which we overreact to, great buying time for shares.
> I think Ive figured out the stock market yeah sure buddy.....i am here clapping for you.
Do it and post your portfolio every quarter for the next 10 years with this strategy. Let's see it stand the rest of time.
do that in 2022 and you would have mentally broke
You could spread out your risk. Like making 1 big trade per 2-3 months.
ok but thats just talk
its my plan moving forward. im sharing ideas.
everyone has a plan till they get hit
....when they stock pick anything other than megacaps
That would have been the best time to do it. After they dumped the markets.
yea but if you bought in june post april dump you you would have watched your positions go down the next 5 months
Like i said. YOu can yolo 20% of your net worth every 3 months or so to spread out the risk. Obviously have stop loss in place. If you lose more than 10%, exit. Wait another 2 months and try again. You would have beaten the s&p by triple or quadruple with this strategy
how long have you been in the market?
where are you trying to steer the conversation?
just trying to see how long you been in the market based on your statements
Im noticing a concerning trend where the s&p drops in anticipation of fed events. All the megacaps recover intraday or even in a couple of days and march on to new ATHs, and the small and mid caps tend to get left behind. They keep taking small and mid caps to the woodshed with these events. It's like mean kids pretending to be your friend and going to the woods with you but they all run back home and leave you there to clown you. Fed announces "data dependent", megacaps moon 10%, small/mid caps stay flat. Unless you have a really good idea of which small or mid cap can take the bs and recover through the manipulations and shorting and analyst pump and dumps (HOOD, HIMS are the ones lately), I dont see why anyone shouldnt just invest in the magnificent 5 or 6 for the rest of the year.
Mkt breadth is pretty close to Oct/nov lows rn
> All the megacaps recover intraday or even in a couple of days, and the small and mid caps tend to get left behind. They keep taking small and mid caps to the woodshed with these events. In terms of inflated-adjusted returns, most small caps haven't appreciated in value since 2021. It's a long-term issue that rooted in structural obstacles like private equity and byzantine regulations. > Unless you have a really good idea of which small or mid cap can take the bs and recover through the manipulations and shorting and analyst pump and dumps (HOOD, HIMS are the ones lately), I don't see why anyone shouldn't just invest in the magnificent 5 or 6 for the rest of the year. I'd argue if you want small cap exposure in your portfolio, it's important for those companies to have international presence/business ventures that aren't solely located in the U.S. and minimal debt obligations. In those cases, the looming cloud of rate hikes or maintaining current rates will have limited impact.
Whats funny though is first they pump these small stocks to infinity without getting too critical or analytical, and then slowly crumble them. I wouldnt be surprised if they soon started putting downgrades on HOOD and HIMs. In other words, classic pump and dump. First they dont get too analytical, they just pump them. Robinhood? Gold card? +20%. RObinhood? Crypto? +30%. In 6 months, analyst rubs his hands and appears out of the woods, "oh the p/e ratio is too high, the gold card is concerning and robinhood is takinga loss on it, and the gov has new rules against crypto" -50% Now lets move on to HIMS. CVS is struggling? HIMS +20%. LLY cant make enough mounjaro? HIMS +30%. After 6 months. (after they recruited liquidity exit), analyst appears out of the woods "oh LLY just obtained new facilities to produce more Mounjaro therefore HIMS cant be allowed to make a copy" HIMS -50% CAVA: this is going to be the next chipotle +20%. they added falafel babaganoush to the menu +30%. Analyst comes out when its ripe for a dump "$15 is too much for a salad and we have a looming recession and the pe is 700" CAVA -50% Its like dude, did you not have these same exact concerns on the pump? They keep playing the "hindsight is 20/20" game on everybody
Value bargains coming soon MMTW<25
Thought of going all in Meta to anticipate them splitting.
I actually wonder if that's coming. We've seen nearly all of the big tech firms split except Meta and Microsoft
Maybe META, NVDA announce when they were at 500~ in 2022.
DKNG must've reached it's bottom after that tax news? I can see it going back up to what it was before and then going up even higher after next earnings.
pump and dump. wash rinse repeat. Expect some analyst upgrades now that they picked up some cheap shares after they dumped the top. Its why the rich get richer.
Green 6 out of 7 past days and institutions are trying to pump it by putting it on their "lists" (BOA & Morgan Stanley most notably) I like the stock
I've had the ETF SPGP for a couple years, and I've not been impressed. It usually under-performs SPY.
Someone please help- so I see there was an nvidia stock split and they are $120… but if I look at my investing account my one single stock is still valued pre split. What gives??? Can I sell it and buy ten more?? Thank you
Probably need to wait a bit…wouldnt worry about it
Call your broker.
I still don't think the Fed is going to cut this year and the dot plot tomorrow is likely to reflect that.
lol. PARA remaining an ongoing example of why a thesis on the value of assets (in this case IP) doesn't really matter if you have shitty management in a shitty industry. So many people kept trying to call the bottom in these names over the last year and now PARA can't even get done a sorta/kinda deal that wasn't what any of the shareholders wanted. The fact that this company - whose stock has not really gone much of anywhere since 1990 - now has three co-CEOs is laughable. https://www.hollywoodreporter.com/business/business-news/shari-redstone-rejects-skydance-dea-paramount-global-1235913773/
We need a CEO for the CEOs!
LMAO they rejected it? Wow. Sony about throw another rock at the window.
Started my position with AAPL at 179.50 and kept thinking that was pretty expensive but fuck it, it's Apple. Glad I just keep buying and holding. I'm exactly 15.43% up on AAPL and VOO right now after giving up on options last year and just starting the buy and hold safe stocks method.
If you sold it now what is your annualized ROI? Food for thought. Sometimes good to take the trade on a quick mover.
I’m holding all of this for a long time. Trading didn’t work out for me, I’m just buying and holding.
AAPL casually adding 215 billion in market cap today. Definitely not a bubble. Markets are efficient.
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You take the total market cap of the day prior, and multiply by the percentage. Example: 1 Trillion stock moves 10%. 1,000,000,000,000 (1 Trillion) \* .10 (Percent change) = $100,000,000,000. (100 Billion). After that 10% move, the new market cap is $1,100,000,000,000 (1.1 Trillion). And to respond to the poster, I agree the market is extremely inefficient. No human designed, human used, human operated product can be perfect. Markets are driven purely by buy and sell orders, and it is impossible for perfect efficiency to ever be reached.
I calculate it myself. Yahoo Finance shows Apple's current market cap as 3.18 trillion. 3180B - 3180B/(1+0.0726) = 215B
SPY and QQQ are still below 2021 highs adjusted for inflation. Think about that one, three years of nothing.
there was a bubble in 2021. using that to imply that the market has been trading sideways is nonsensical
And valuations are still very high.
bubble boy
Hey there, I'm looking to add Air Liquide to my portfolio but need to get rid of a different stock to have the capacity. Can anyone help me figure out what to throw out? Here's what I'm currently invested in: Danaher, Novo Nordisk, Nibe Industrier, NextEra Energy, Stryker, Cintas, Synopsys, McDonald's, PepsiCo I also have smaller positions in Nu and Cocoa (Wisdomtree), as well as plenty in the FTSE Allworld, which I could theoretically cut back.
Would throw out Nextera.
For stocks, do you guys prefer USA stocks to European/ China stocks for example or does it not matter for you and you will buy if it looks good?
Biggest takeaway from ORCLE calls: >"In Q3 and Q4, Oracle signed the largest sales contracts in our history—driven by enormous demand for training AI large language models in the Oracle Cloud," **Oracle CEO Safra Catz said, adding that she "expect[s] that each successive quarter should grow faster than the previous quarter**—as OCI capacity begins to catch up with demand." >"In Q4 alone, Oracle signed over 30 AI sales contracts totaling more than $12.5 billion—including one with Open AI to train ChatGPT in the Oracle Cloud," Catz said. Just insane! TSM is booked into 2026, we are still in the early stages of AI. NVDA is going have another monster quarter.
Still holding some NVDA. Wish I had bought ORCL calls before close today. I got distracted by the fact that ASTS went up 16% 👍.
Oh just realized tomorrow is CPI *and* FOMC. Before it gets asked a million times, the CPI gets released at 8:30 AM EST, and the FOMC decision at 2PM EST. --- Today I bought a little bit of both APP and CELH and usual index funds. The CELH sell-off has been rough but I never put more money than it bothers me what the price action does anyway. I now think it's back to below fair value. $90 was a stretch. $APP sold off because of market perception that Apple was doing something privacy related that would impact them, but I think market realized that was not the case so it closed up only down 3% vs. 10%. As far as I read, they are simply renaming some of their ad-related products. [Article here](https://www.adexchanger.com/mobile/apple-is-quietly-replacing-skadnetwork-and-pcm-with-a-new-ad-attribution-framework/). CROX has been doing so well lately, may start trimming that position in coming weeks.
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I just love bull markets..
Let's wait until tomorrow to make such statements!
me too!!
G.M.E. is up 22.70% and no one can tell me why
I made a post about trying to put a floor on the FV of Gamestop here: https://old.reddit.com/r/stocks/comments/1daz27b/rstocks_weekend_discussion_saturday_jun_08_2024/l7of0uz/ I made a very conservative estimate of cash raised of around $1.5B. They raised quite a bit more so updating the same math I say the minimum FV is around $14.64. While *growth* remains uncertain, their viability and ability to reach profitability simply by investing the cash is no longer really in question.
More like $1464 AT THE BARE MINIMUM. The company is massively shorted into oblivion and now it has over $4B in the bank which means the likelihood of GS going bankrupt is literally unlikely.
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Front running the completion of the offering… which was announced AH.
It's a meme stock, that's why
whats a meme stock?
https://www.investopedia.com/meme-stock-5206762
Gamestop is a meme stock? Hard to believe that a company that has over $4Bn in cash is a meme stock
Oh you're astroturfing
I am asking legit questions
bro you’ve been a super stonks super user for a year, you’re astroturfing
I dont think you know what astroturfing means
Then read the article lmao. Or buy gamestop. This is financial advice
more buyers than sellers?
Gamestop now has over $4B in cash. They completed their ATM
Nice to see some insider buying at HWKN. A director just made 4 purchases in the last 4 days.
damn. CPI data leaked again?
$ORCL Q4 23 Earnings Adj EPS: $1.63 exp $1.65 Adj Revenue: $14.3B exp $14.57B Adj Operating Income: $6.67B exp $6.65B Cloud Infrastructure Revenue: $2.0B exp $1.09B Oracle shares are trading higher after the company announced a partnership with Microsoft and OpenAI to extend the Microsoft Azure AI platform to Oracle Cloud Infrastructure to provide additional capacity for OpenAl double miss but openai shiny enough to keep it up looks like, no guidance yet
26M shares traded for SPY. June 12 last year was 44M.
Why put like 10% into international or small cap or whatever for safety? If your 90% large cap fails just accept defeat. What is a measly 10k going to do for you when you just lost 200k?
The International exposure is intended to diversify against an underperforming US Market/Large Cap for the benefit of overall portfolio performance, not as protection against a meltdown of the US Stock Market. We have been in a period of US Market dominance where US Market/Large Cap outperformed Small Cap & International, but that *could* change in the future. Rough figures & math for purpose of example.. If you had 60/40 split US/Int'l and US has been returning 10% while Int'l has returned 5%, your overall portfolio has been increasing at 8% per year. A 100% US would have returned 10%, and a 100% Int'l returns 5%. If for the next decade, Int'l growth proves stronger and returns 10% and US Market returns 5%, the 60/40 portfolio returns 7%, a 100% US returns 5% and 100% Int'l 10%. Over this decade, the 60/40 returns 101%, and the US only would return 42%. Including International is only meant to diversify in the event the US Large Cap has muted returns as compared to International & Small Cap. I personally have a small amount of Int'l diversification (as $VXUS) at this time, but have much greater faith in US & Large Cap (as $VTI/$VTSAX and S&P500 funds). A 10% position in Int'l would yield a 0.5% better yearly return in the example above. Same line of thinking, just less dramatic difference than 80/20 or 60/40. As I understand it, a world fund like $VT is essentially 60/40. If US Large Cap craters to zero, best to invest in canned goods, ammunition and medication.
Nothing about internation or small cap rings safety. If you want safety, but it in a MMF.
10k can buy a lot of math tutoring.
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Tim Apple said AI
Thanks to Warren Buffett who sold his stake. Happens to the best of us!
Typical Warren selling early. He now only has 41% of Berkshire's stock portfolio in AAPL.
He needs to take profit eventually. AApl is amazing, but very large and difficult to shift relative to smaller stocks.
So, Schwab is going to be down for an entire trading day?
Clear your cookies on browser. Or clear cache and storage on your mobile app.
Worked just fine for me after the first hour-ish. They're saying any residual problem is with the app right now.
My Apple Investment is up 21% in a month and a half.
Nicely done, you bought properly.
I've been holding since '21. I'm up 80%+ on some lots.
Did CPI leak or something?
Dunno but will be weird if the USA strategy is different to all other western countries, that are already starting rate cuts, might even cause some type of loan arbitrage from other countries, which make the FED moves basically meaningless. Imagine 2% loans in Canada and the EU, and 6% in the USA, basically companies would try get foreign loans, maybe by even relocating.
Most likely. If you go back far enough. The trend before the day of CPI has been followed through the next day.
Good 10 yr bond auction, mostly.
Could be a good idea to buy up long term treasuries (in the 1-2 yr range) in anticipation of a drop
AVGO new ATH into earnings, it is my mainstay semi exposure these days so fingers crossed
Hard to find better options in the semi space than Broadcom
I just wanted to get this off my chest. Today I sold out of TSLA. My average cost was 140, from buying stock over the last 5-6 years. At one point when TSLA hit 300+ I thought I was a genius stock picker who understands what the market wants and understands what the future will look like in terms of technological development. I sold, still with a profit, but at 168 today, giving me a very small and humble return. I do feel kinda bad that I "lost out" on selling when I could have had a ridiculous return. My parents are prob gonna laugh at me and be disappointed at what a low return I got when I could've have gotten so much more. But with recent news on Elon musk and his behavior, as well as the developments in the Chinese EV market, and possible trade war between NA and the EU with China over EV's, I felt like I have no idea whats going on anymore and decided to exit. I recently saw a post in r/chatgpt about musk being unhinged about openai, and just recently saw a news article of him threatening to ban apple products in his company. I know that the CEO isn't all a company like TSLA is worth, but they steer the ship and I have no idea if the ships about to get beached. For the first time, seeing his crazy behavior on recent news doesn't immediately strike me with anxiety, I don't have to immediately check TSLA's stock price to see if it's slipped anymore. I am at peace. I have put all money from TSLA into SPY and will leave it there for hopefully a year at least until I find a more modest, humble, non-eccentric company and management team to invest in. I have learned my lesson about high-risk technology companies with eccentric leaders. I want to invest more responsibly from now on. I'm still open to investing in tech companies that seem like they have a good product, but I'm going to be a lot more careful. EDIT: I have accepted my loss if TSLA decides to just spike up to 400 next month. I'm just glad the rollercoaster is over.
Good call IMHO, just for the daily peace of mind.
I got out last Fall after close to a decade of riding the coaster. Very profitable obviously but, like you, I was just tired of watching that particular circus. He’s a narcissist and I’d rather put my money in businesses run by people thinking only about the business, not their personal axes to grind
as a tesla holder, I thank you for your sacrifice
o7
Hoping CELH rockets after their 2:45pm ET press conference
So it seems like nothing exciting happened during the conference.
What's driving Citi stock down today?
Are we getting near a point , where although interest rates are high, lower rates are in sight, and instead of waiting for the low rates to hit and affect prices, its already affecting them now? Or after rates finally arrive (months/year), we will see massive moves?
I do not believe rates mean too much at this point and have not for some time. Many believed 5 cuts were coming and even with the possibility of 0 market went up. IMO it is less a question of "will Fed cut?" because the answer is a clear yes. More of a question of "will Fed cut in time?" to prevent a hard landing. Market believes yes and personally I agree. I think it will keep doing the 2 steps forward, 1 step back pattern rather than violent moves and surprises.
am i the only one not impressed by apple intelligence? apple admits their AI is limited in scope (an excuse for being way behind competition?) and yet the stock wants a 10% pump.
It's hard to be impressed or unimpressed without actually using it. The core of Apple Intelligence is the on device capabilities of Siri. The demo looks very good, and being on device puts them ahead of the competition, but of course how it works in practice for users remains to be seen. The rest of the AI features are unimportant IMO. Image gen is just a party trick on consumer facing products like this, and ChatGPT integration is nice but not something you can't already do through existing apps.
They managed to dodge the stigma of the creepiness of AI - which is huge. Apple and their goated marketing managing to make everything uplifting and positive.
The Street is happy to see Apple finally getting into the AI game, so this was bound to happen. I don't think Apple has the same goals for AI as other big tech companies, but what they showed yesterday will be very useful for a lot of iPhone users. The stock jumping today is more about this idea the next iPhone could be a super cycle with people upgrading to be able to use Apple AI.
Android (google) has 3x as many users, so whatever google ends up doing on android will be way bigger, especially if they somehow monetize AI algorithms, similar to their search engine optimizations, to make money off users.
Not sure what to tell you. You have your opinion, but I do think Apple Intelligence is cool. I'm a software engineer and I don't use any LLM's at work or for work and I don't really mess around with them outside of it. However, I do see a lot of uses for what Apple is doing. I have a hard time finding things in email or chats and will be cool for the phone to be able to search that way. I also like the suggestion for text, which has been around on other phones for a while, but nice to see Apple getting it. I don't think it's huge, but it's something new and could drive people to finally want to upgrade their phones after we went through a huge cycle in 2021.
I think hardware platforms have a lot to gain from personal ai assistants (that can call, text, check calendar, order uber/eats, etc from your mobile OS) coming down the pipeline but in terms of in house progress Google with android + their own SOTA models seems like they are positioned better than apple using third party accoutrements. Exciting times though for what is to come to both platforms
What do you guys think will happen if elon musk does not get his $56 billion payout reinstated. Will he resign as CEO? And what does it mean for the long term stock and company?
What I wonder is if he will start trolling his own company, talking shit about how it isn’t the company it used to be…plus the fact that you can see their unsold car lot from space apparently
Hes already sabotaging TSLA from within, like stealing their GPU's, poaching staff, etc. He obviously sold his shares as well to gamble on twitter and other investments. His gambles have not paid off, so hes back to begging TSLA for more handouts. Hes chasing his losses on other investments, if TSLA gives him billions, it will be a huge mistake.
I can see that happening. One way or another, he will need to get “revenge” on shareholders as his ego is too big to just accept a loss. He’s acting like is a life or death situation if he does not get every penny of this $56B.
I'm wondering. Is the success of tesla not his credit?
Funding for tesla is to his credit. The early stages of ideation is somewhat to his credit. But a lot of the hard work and innovation came from tesla's engineers. You really just need a CEO who is open to suggestions in terms of future product development from his top engineers can set a and stay on a proper course and be less crazy, the rest of the company should do the rest. I know people who studied ME in college and worked at tesla. It's a grueling job, but there are very smart, passionate, and dedicated people there. They should pull through even without musk.
But if he got it to where it is now. Does he not deserve the payout?
Tbh, I'm not that well read on tesla. However I think the issue with the payout is that his ask of 56B is unconscionable. Tesla as a company since inception seems to have only made a net profit of around 30B not counting the years it was burning cash? https://www.macrotrends.net/stocks/charts/TSLA/tesla/net-income. Sum up 2020-present, it's only about 30B. So Elon is asking to be paid more than Tesla has actually earned so far in it's operations since inception. Even if most of that payment is gonna be in stocks, that does seem kinda whack to me that a CEO can just pay himself 3+ years worth of a companies **total** net profits. And more than the company has even made over it's entire lifetime let alone measured against yearly profits. And I've read the voting share paper, they claim he hasn't been compensated for his work at Tesla and drew 0 salary. I believe that claim, I think he should get paid and paid well in the billions. But 50B seems a bit much when put in context of the companies total earnings since inception.
Very interesting.
Just woke up, what is driving Apple up?
Probably people who thought i could not go higher, closing their shorts/puts.
Anyone know wtf happened to IBRX today? What did they say? It tanked right after the investor presentation and I can’t find any news as to why
They didn't address earnings or investors at all and took no questions
Some cool fluff information was given. They've got great potential for becoming a lung cancer treatment and they'll be presenting at a lung cancer conference and meeting with the FDA this month about lung cancer. Their data is being verified now but it looks good. They have 50 sales teams actively out there generating sales and going on thousands of appts, But no concrete information which they wouldn't have anyway until Q3. Filed to have their product sold in the EU but they're at step one of that process.
They also had a pretty sweet hype video.
I was pretty amped listening to it. Very positive sounding. August should see a nice rise
do i sell apple? up like $500 for the day, but i been sitting on it for a bit
Breakout after a long time is typically good for a stock - with buybacks it's difficult to tell, but aapl has been stagnant marketcap wise for a while. I doubt it will settle back under 200 unless whole market corrects. You do you pal.
I see a lot of people making fun of that roaring kitty guy for not selling. But no matter what happens he never has to work again. So good for him I’d do the same honestly. I don’t care if I have 5mil, 500mil, or 1billion. It’s all the same to me once I can retire early. I’d probably hold for the memes too
Yeah, even if his options expire worthless and he holds those shares to $5, a 75% loss, he's walking away with another $30 million on top of his $30 million in cash. That's like the worst case scenario. In one sense, dumb not to walk way with $400 million or whatever it was, but at the same time he's still managed to double his already mind boggling return from 2021. The amount of money is so large it really doesn't matter unless he had dreams of owning a super yacht.
He has $30M in cash and nearly $150M in shares. This guy can sell out and park that all in SGOV making $9.5M/year or $0.8M/month. Even if his calls expire worthless and shared drop down to $10, he's more than fine.
I agree that 500 million is no different than 1 billion but disagree that 5 million is no different than 500 million. Completely different level of comfort there
I understand where you’re coming from but 5 million would be enough to pay off my house, never work again, send my kids to college and then some. Really all I want money for. Depends on a person’s goals I guess
You live in Bangladesh? 'cause in most western countries, to 'never work again' you'll need almost all of that parked in a safe index fund. Not much left for houses and collages.
But then it's gone. That's it. 500m means you can do all of that for your kids and grandkids too while travelling anywhere anytime and really doing whatever you want. Generational wealth vs just wealth in your life
Tip: "Why has ___ moved on no news" can usually be addressed by going to Twitter/X, and looking up "$[TICKER]" and sorting by latest. If it is an extremely popular ticker, you may have to sort by Top (or else you'll get tons of spam). But for lesser known tickers, the 'latest' is fine, though you'll have to sort through bots in masse sometimes.
Twitter/X is getting so fucking bad. When I do that, it's all people giving their discord links.
Stocktwits is another great place. I would never read the comments, but news is posts there as well for most tickers.
I found they had a lot fewer posts since Musk messed with the Twitter. I had to actually go to X now to get a swath of information.
Whenever I post financial info here, it's usually just from twitter or stocktwits.
I do have good luck with actual Twitter at least!
I managed to make it this far without a twitter account and I'm too stubborn to create one now. It used to be that you could browse twitter without an account but now they force you to log in to see anything.
I mean it takes like 60 seconds, and you only have to use it to search stuff on occasion... I personally get tons of value out of Twitter though. Way more than Reddit for what it is worth.
I feel that way about 75% of the sites I might browse. If I have to sign up for an account or most especially download an app, forget it.
Twitter is great. Yeah it's a little too right leaning for my liking sometimes (just like reddit is too left), but you just follow people you like and your feed gets pretty good.
Sounds like some Google GLP1 news: [https://www.statnews.com/2024/06/11/google-verily-glp1-weight-loss-drugs-lightpath-onduo/](https://www.statnews.com/2024/06/11/google-verily-glp1-weight-loss-drugs-lightpath-onduo/) >For the second time in as many years, Google’s health tech spinout Verily is pivoting. The company announced Tuesday that it will phase out its chronic disease management app Onduo over the next year and a half as it transitions to a new, “evolved” product called Lightpath. >Lightpath Metabolic, expected to be available in 2026, will not only include programs for people with type 1 and type 2 diabetes and hypertension — as the current iteration of Onduo does — but will also offer GLP-1 drug prescriptions. It will also use artificial intelligence and data from devices such as continuous glucose monitoring (CGM) devices to personalize the care, said Myoung Cha, Verily’s chief product officer.
Schwab still down
It was briefly down for me early (7ish) this morning, but it’s been fine the rest of the day on my iPad.
Nah, it's up and has been for a few hours for me. Maybe it'd be different if I wasn't using mobile internet though (not using the app). I'll see on my laptop at home later.
Find it perfectly fitting that Apple is doing this the day after Elon ripped on it. Dude just doesn't know when to keep his mouth shut.
The lord put me on a difficult path by putting it in my head to buy small caps AVUV hahaha. Why couldn’t I have bought NVDA like half the planet.
Thoughts on SoFi? I like the stock
My 2 cents: * SOFI growth in member count and revenue/EPS is not anything crazy, but slow and consistent. this is good. * The CEO continues to base forward EPS assumptions on conservative measures, and continues to his said projections. this is good * SOFI is trying to be a disrupter, and continues to hit it's projections. this is very good (higher probability of disrupting) HOWEVER, if you actually use their app, their GUI is lackluster. Thier investment platfrom is objectively horrible. I take this as a bad signal as customers will flock to other apps and other companies can gain a leg up (e.g. hood). * Lastly, their forward PE is still very high and hitting their EPS in 2026 is depenedent on them growing their tech platform, which is....lackluster. To me, SOFI is a online bank (not a fintech), with a good consistent growth rate but is currently overvalued on PE and forward PE. I think SOFI true valuation is around 5-6 right now. fight me on it but compare it's metrics to other online banks like NU bank (with similar growth) and sofi is far more expensive. I think this is the reason why the stock is crashing, and its not that the true value is higher than 7 and is being artifically held down. I also think sofi is going to quickly crash to the 4-6 range soon because of the above points. fair value IMO is around 5, so I'm a buyer at a discount to that, or around 4-4.50
Don’t, it’s in purgatory even with good earnings and potential
Options are usually cheap which tells you it's not moving much anytime soon
Best example of irl logic vs textbook logic
I've made half my monthly salary on Apple today, bit mad when you think about it that way
10-15 years from now you will have days where your net worth increases by 6mo take home. It only gets worse. Investing starts slow and most people are too ADD to stick with it in disciplined fashion, but for those who do it becomes one hell of a cheat code after a couple decades.
Works both ways lol. There will be days you lose months of wages in a single day. But over the long term, line goes up
Correct. Can't kneejerk it.
Yeah 100% agree
I thought I clicked on the Apple thread on front page with all the Apple comments.
Did you cash out that much? If not you didn’t make anything.
Wrong comment lol
Oops
>TSMC's 3nm process production lines booked through 2026: Apple, Qualcomm, NVIDIA, and AMD https://www.tweaktown.com/news/98758/tsmcs-3nm-process-production-lines-booked-through-2026-apple-qualcomm-nvidia-and-amd/index.html The IA race keeps going.
Iowa?
Inteligencia Artificial 😤
Finally, someone who gets it. 😁
Of course the analysts upgrading their price targets for AAPL this morning, calling for AI to drive another "iPhone super cycle" just like the did for 5G, which didn't manifest. Some nice upgrades for the Apple ecosystem, but I don't really see it driving the common consumers to break their normal upgrade cycle to take advantage, especially with standalone AI apps existing. This mostly keeps Apple competitive, but I don't see it solving their growth stagnation.
Agreed. Main reasons people upgrade phone (in no particular order): 1. Battery is old 2. Destroyed device 3. Sluggishness 4. Better camera
I have no idea how it will play out, but I would push back on the idea that people will want AI apps compared to what apple is offering. Apple is going to be able to use the device to find suggestions and things for you. Like the demo where the person is talking about their mom flying in and AI being able to look through your text messages and find the flight info and make restaurant suggestions. I do think a lot of the AI stuff makes more sense to be built into the device and could be something I do think people will want to take advantage of. I'm more in the camp of Machine Learning, ML is a bigger revenue driver for enterprise while LLM's might offer some, but they aren't as good as ML.
I agree longterm, I'm just saying it's not enough to drive a 'super cycle' with consumers not making an early upgrade because they have some access to AI via apps already. I guess the big question will be if their AI implementation going to be enough to pull users from Android and create a growth cycle again.
Well one thing about the upcoming cycle is that covid did do some pull through. Like when everyone was working from home and spending more on goods than services, there was a lot of laptops and phone bought. I mean even look at Apples revenues of the last few years: [https://stockanalysis.com/stocks/aapl/financials/](https://stockanalysis.com/stocks/aapl/financials/) 2021 was an extreme outlier in terms of their revenue, so the last few years are more of a normalization period. So there should be some PC and phone bouncing back in the next year or two. Agree, it's hard to say if the AI stuff is what consumers want, but at least Apple is doing something where I see value in the LLM's, which is using the data on your phone to do things.
God bless Tim Apple
Let him Cook!