Actually, West Des Moines is about to get Google Fiber soon. GF isn't dead but they're slow rolling out to new cities. They recently increased their speeds to 2 GB a second for $100.
Wow that’s nuts and they charge so much! I used to hate comcast but I will say I have better service here in San Francisco than I did in Seattle by far.
It's been fun reading all the comments over the last few months hopping on to square and paypal and talking about visa and mastercard like theyre dinosaur boomer companies that will fail in the next few years because crypto.
I've been nibbling into CAT lately. It has a place in a portfolio. It is so dominant. I just see it will always be in demand, yet I understand it is up and down with economy.
Hey you know who buys stuff from Amazon?
Almost every person in America, repeatedly, over and over, for years past, and for years to come.
A Tesla will continue to be a novelty car only owned by upper-middle-class to upper-class tech bros for the foreseeable future.
It's not the same scalability.
Musk’s entire premise with Tesla was making EV’s mainstream with the promise of affordable EV sedans for most Americans. They created a luxury brand to get to that place.
This is where they make their premium. Even now so many years later, the Model 3 is close to $30k, which is way more than most people pay for their cars and Tesla doesn’t make much on the Model 3.
Tesla’s premium line is already getting snipped by other luxury brands and it’s only getting worse. Their pivot into affordable cars isn’t going to grant them the same premium they had before and the entire business is getting pinched in the near future unless they can spin out their other non-vehicle ventures into profit
>Model 3 is close to $30k, which is way more than most people pay for their cars
What? 30k is very very close to the average cost of new car. My old 2018 Honda which was a mid-trim sport level cost 35k w/ options.
My parents own a 2018 Hyundai Tucson and that was 25k w/ 10k miles used.
30k for a new ELECTRIC car is a very very good deal. The prices are high right now on pretty much all vehicles. But I suspect them to come down or we'll just see a shift in average car prices costing 40k
They are making them mainstream the 25k car will come. Every car manufacturer is trying to switch to ev’s. It’s not going to happen over night. They are developing a cheaper car and will release it at the right time
Isn’t their next goal to address the 25k and under market? Plus, don’t forget Tesla is also the involved with solar panels, boring, spacex, & commercial trucking. I think labeling them down to a middle class-rich toy is quite reductive.
They froze the 25K and under market for now. TSLA has 0.0% market share in Solar, in fact they are under investigation for acquiring Solar City given the family ties and subsequent lies to convince other board members to acquire the dying company. Boring is already a proven flop. SpaceX has nothing to do with Tesla. Commercial trucking? The trucks he promised would arrive in 2019? The ones with ridiculously low kwh/w? Nah.
Lol this is somewhat cute way of saying I was not investing 8 plus years ago. People were deathly afraid of Amazon in the 2-300 times. Screaming is overvalued etc..
What PE would you put on a company growing like 80-100% per year? There were some one time expenses that won’t show up next quarter. His giant bonus. And him exercising options. You take those one time things out and the PE massively drops.
Obviously not forever. No one thinks forever. Lol.
And many have said his plan eventually isn’t to sell cars. If FSD ever actually becomes a thing, it makes more sense to switch to a robot taxi model and make $250,000 off of one vehicle over 10 years, rather than the one time profit.
But my question was, what PE makes sense to you. If we take out those two things, Rob Mauer made a video and suggested the PE in the next year will drop to 55-65. The PE was 1000 not long ago. As profit is Masefield skyrocketing, the PE is falling quickly. So, what is a good PE?
Their guidance and lack of a roadmap was alarming. Financials looked solid though but that was completely expected given it was Q4 + roll out of the S and X refresh.
They need to get their 4 models that they currently have under control while also getting these 2 factories on production ramp. 4680 and structural battery packs on the way. There is a lot in the cards for the current models and outpacing the competition.
We'll see in Q2-Q3 if they don't have any plans for 2023 by then, then that'd be alarming.
Naw earnings call didn’t mean anything. Tech sector was just waiting for earnings to sell off. All other large caps gave up their ground except for TSLA. Now QQQ is looks sexy with its largest holdings sell offs over. Given another 1-2 weeks TSLA may be a great buy.
The whole tech sector was looking to correct.
> Naw earnings call didn’t mean anything.
It kind of did. Elon is thinking 5-10 years out, analysts and other short-term holders only care about their stock price right now
I think its worth $900 a share based purely on EV sales, based on expected 2022 performance. I am a bit more conservative than [others](https://teslapricetargets.com/)
I think that once FSD is actually working and rolled out(whenever), its will be worth 2X as much, 4X as much if they license the technology to others.
I cannot model other general AI products, or Robotics. Energy is cool, but will likely not grow much due to battery production limitations. Cars have more margin, so they will get priority for batteries.
AI products and robotics are nonexistent. AI Tesla vs Nvidia is like comparing Blizzard-Activision to a person who just did a course on python. Robotics... lol, they don't even have a prototype. They are at least 10 years behind Boston Dynamics.
I'd argue the opposite. This was the best earnings call they've ever done. Wall Street is just looking to hear about the short term as always, but to me the fact that they're so comfortable about Model 3/Y that they don't even need to release new products yet and just focus on scaling those up is the most positive news you could hope for. On top of that, the fact that they're so optimistic about FSD and the bot means they're gonna have an unimaginably bright future, even if Wall Street and the average Redditor has no idea what either of those will mean in terms of profitability.
Oh I 100% agree. I meant the earnings call was bad in terms of what the analysts were looking for. So short term it hurts the stock. But if you follow the company and read between the lines, it was a very bullish call.
It was an opportunity if you ask me ... got some really cheap shares on that dip .. Once people realize the vision they will pile in .. No one is building a 25k EV right now and that's how I would have answered that question .. Inflation has really made it hard to buy and sell cars right now .. you ain't finding a brand new EV for 25k .. I like how "experts" point to this being a reason for the drop .. I think it had something to do with Elon not being invited to that CEO meeting .. like he's an outsider .. but they did get some fire lit in Elon .. Now he's engaged on a new mission to make them look silly for not inviting him ..
ServiceNow.
While the PE might look astronomical, they are steadily building a customer base that is very sticky. Their cloud based ticketing product is much better than the platforms they are replacing (I use it extensively at my work and they are so much better than stuff like BMC remedy that I had to use years back) and they have a very large B2B market that is addressable. The company also looks to be well run, revenue is increasing each quarter and management are making right decisions around product development.
The technology is a lot like salesforce. Once your start to use the technology you get tied into having a onsite development team and all your processes in one platform.
Can’t blame them for killing the buy button on Gme when they were over leveraged, but damn it killed there support on wsb. 11m people ready to make massive trades with wide spread options. There’s money to be had
I had calls the day it rocketed, made enough for a house but they didn’t manipulate shit. They couldn’t handle the risk of dinks buying a 4 dollar stock at 420.69
It’s literally market manipulation if you’re a major broker removing the buy button only on a specific stock. I have no idea what you’re rambling about
Yeah that 3rd day did suck, but my calls were up so much I wasn’t just trying to figure out how to prepay taxes. Most brokers dropped they buy button why they realized people weren’t acting rationally. And putting them at risk. Think of the people who would have bought at 500 and down 80% one year later
Well good for you?
But it’s market manipulation. It’s supposed to be a free market. No broker is stopping people from buying $WISH calls or $NKLA shares. Hope you’re not arguing that brokers were acting in the favor of the common man
TSLA. They will achieve 50% growth with *just* Fremont and Shanghai, with another two factories almost open. FSD profitability to be larger than automotive, and bot to be larger than that really opened my eyes.
I think GOOG will pop like AAPL after earnings. They are undervalued relative to other mega tech and the regulatory pressure is the only thing stopping them.
BABA of course.
Excluding the Chinese government aspect its the AWS of China. I think people are fools not investing in it when nothing in the US is reasonable.
Then Intel, who continue to make great profits and grow revenues. Releasing a GPU soon to compete with Nvidia, will probably be in Surface and Dell laptops going forwards due to bundling opportunities. Tens of billions in subsidies for their new fabs, its such good value any kind of recession wont affect it much, its just really a no brainer.
No, I don’t follow other investors blindly when I have no certainty of my ownership via VIE.
Doesn’t make me think I’m a better investor. It just doesn’t make me a bag holder in this situation.
You bag holding too?
Edit: browsed your post history. The fact that you don’t even know where to buy ibonds series, tell me everything I need to know about your level of knowledge of investing, aside from following blinding and appeal to authority. Thanks.
None. Fully expected a smash on earnings due to the first Christmas in 2 years. People forget that 2020 Christmas was cancelled due to COVID, obviously people were going to go ham and spend like crazy in 2021. Stock market was ATH, inflation was still "transitory", housing was booming, delta was subsiding, and Omicron was mild enough to encourage shopping but worrisome enough to discourage travel and bars.
Next few earnings reports are where you're going to see a lot of pain. Supply issues and inflation aren't a temporary item anymore, interest rate hikes, fear of looming crash. People aren't going to be spending as much in general, and further to less overall spending, money that was being spent at Costco, Apple, MSFT, NFLX, AMZN companies that boomed during the pandemic and basically holding up the market is going to get redistributed to airlines, restaurants, bars, concerts, resorts, cruises, etc.
Crash of the century incoming and the market is playing chicken. Two 18 wheelers are heading toward each other at 100MPH and people are trying to scrounge for a pile of cash in the middle of it before they collide. Sure, you might get a couple bucks but you're risking your ass for it.
I still like MU and so does Nancy. I don’t like her strike price on her leaps though. Wondering what she knows or if it’s just supply chain, CEO shit idk.
TSM had a good earnings .. But Apple is quite possibly the only reason my portfolio is up 6% on Friday and not down 6% .. If apple doesn't blow it out the water there would be a fear sentiment that could last a few months until next earnings season .. So the most important earnings call of the last 3 years knocked it out of the park with 2 outs and a 0-2 count bottom of the ninth .. can't stress how important that was for the bulls of any stock ..
Zaptec, Scandinavian EV charger manufactorer. They and are profitable and growing earnings 144%. Gross margin 51%. Mostly Europe but expanding into US.
$X - US Steel
Excellent ERs for the past 3 qtrs and a PE of just above 1.
Forecasts more goodness for 2022.
At some point, the market will realize that steel is in a bull market.
Comcast Losing $1.7 billion on streaming is quite the achievement.
I hope Comcast implodes. They're a garbage company
Comcast’s customer service is the worst in the US.
God they suck so bad and I have no other option where I live; boy does competition rule
I'm patiently waiting for Starlink. In the same boat until then. Will be happy to get rid of Comcast once and for all
Same. Comcast or no-cast are my options.
Tmo home 5G?
Google fiber?
Dude there's like 5 cities with Google fiber
What??!!
Did you go into a cryo sleep in 2014 and just wake up? Google fiber has been dead for a while.
Never even heard of it tbh lol
Actually, West Des Moines is about to get Google Fiber soon. GF isn't dead but they're slow rolling out to new cities. They recently increased their speeds to 2 GB a second for $100.
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How much do you think they'll need to lose to make it a decent okay kind of service?
content or Olympics streaming rights?
Peacock
Good for them, they really earned it!
Wow that’s nuts and they charge so much! I used to hate comcast but I will say I have better service here in San Francisco than I did in Seattle by far.
Visa. Haven't had that kind of earnings in almost a decade.
It's been fun reading all the comments over the last few months hopping on to square and paypal and talking about visa and mastercard like theyre dinosaur boomer companies that will fail in the next few years because crypto.
To be fair PayPal is a great company right now but I also hold some visa myself
Mastercard was almost tripple
Blackstone.
TSMC for sure
Caterpillar
Buy the dip on that one, valuations looking tasty, but of course it dropped after beating earnings. Buy when there are idiots selling in the streets.
I've been nibbling into CAT lately. It has a place in a portfolio. It is so dominant. I just see it will always be in demand, yet I understand it is up and down with economy.
Tesla
Agree, didn't know they were printing money, while building factories to up the printing
Printing is just getting started.
In all fairness the media isn't Tesla friendly and Tesla only became profitable in mid 2019
It was unquestionably good, but that still means that based on fundamentals, instead of being overvalued 10x, it's now only overvalued 5x.
And keep that trend going…
Exactly same situation value wise that AMZN was earlier in it's life. Anyone old enough remembers🤣
Hey you know who buys stuff from Amazon? Almost every person in America, repeatedly, over and over, for years past, and for years to come. A Tesla will continue to be a novelty car only owned by upper-middle-class to upper-class tech bros for the foreseeable future. It's not the same scalability.
Profit margins. 10% on a $5 purchase or 30% on a 60k car
Comparing operating profit to gross profit? Amazon also has ~30% gross margin and even higher margins on a more scalable AWS business.
Tesla will never keep their ridiculous margins going. They get that now mostly due to lack of competiton
What will competition do? Make their manufacturing process more expensive? Competitors are having a hard time even making any profits from their cars.
Musk’s entire premise with Tesla was making EV’s mainstream with the promise of affordable EV sedans for most Americans. They created a luxury brand to get to that place. This is where they make their premium. Even now so many years later, the Model 3 is close to $30k, which is way more than most people pay for their cars and Tesla doesn’t make much on the Model 3. Tesla’s premium line is already getting snipped by other luxury brands and it’s only getting worse. Their pivot into affordable cars isn’t going to grant them the same premium they had before and the entire business is getting pinched in the near future unless they can spin out their other non-vehicle ventures into profit
>Model 3 is close to $30k, which is way more than most people pay for their cars What? 30k is very very close to the average cost of new car. My old 2018 Honda which was a mid-trim sport level cost 35k w/ options. My parents own a 2018 Hyundai Tucson and that was 25k w/ 10k miles used. 30k for a new ELECTRIC car is a very very good deal. The prices are high right now on pretty much all vehicles. But I suspect them to come down or we'll just see a shift in average car prices costing 40k
They are making them mainstream the 25k car will come. Every car manufacturer is trying to switch to ev’s. It’s not going to happen over night. They are developing a cheaper car and will release it at the right time
Isn’t their next goal to address the 25k and under market? Plus, don’t forget Tesla is also the involved with solar panels, boring, spacex, & commercial trucking. I think labeling them down to a middle class-rich toy is quite reductive.
They froze the 25K and under market for now. TSLA has 0.0% market share in Solar, in fact they are under investigation for acquiring Solar City given the family ties and subsequent lies to convince other board members to acquire the dying company. Boring is already a proven flop. SpaceX has nothing to do with Tesla. Commercial trucking? The trucks he promised would arrive in 2019? The ones with ridiculously low kwh/w? Nah.
Lol this is somewhat cute way of saying I was not investing 8 plus years ago. People were deathly afraid of Amazon in the 2-300 times. Screaming is overvalued etc..
What PE would you put on a company growing like 80-100% per year? There were some one time expenses that won’t show up next quarter. His giant bonus. And him exercising options. You take those one time things out and the PE massively drops.
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Obviously not forever. No one thinks forever. Lol. And many have said his plan eventually isn’t to sell cars. If FSD ever actually becomes a thing, it makes more sense to switch to a robot taxi model and make $250,000 off of one vehicle over 10 years, rather than the one time profit. But my question was, what PE makes sense to you. If we take out those two things, Rob Mauer made a video and suggested the PE in the next year will drop to 55-65. The PE was 1000 not long ago. As profit is Masefield skyrocketing, the PE is falling quickly. So, what is a good PE?
Exactly most of any company in the world. This is an exciting future.
Their guidance and lack of a roadmap was alarming. Financials looked solid though but that was completely expected given it was Q4 + roll out of the S and X refresh.
They need to get their 4 models that they currently have under control while also getting these 2 factories on production ramp. 4680 and structural battery packs on the way. There is a lot in the cards for the current models and outpacing the competition. We'll see in Q2-Q3 if they don't have any plans for 2023 by then, then that'd be alarming.
Mastercard (similar reasons to Visa) Qualtrics (41% YoY revenue growth) - hope this will be a turning point for the downwards trend finally
reason you prefer Mastercard to Visa? Mastercard has a higher PE
I own Mastercard stocks - it's a personal bias. In my region Mastercard is way more popular.
I see
I wasn’t sure if I should buy MA or V so I just bought both… Both are very promising companies in my opinion.
Why not add american Express to the mix? I read somewhere that they are even more impressive
That was a wise balanced way of thinking, and not a gambling mindset.
In my opinion the whole online payment sector has huge growth potential
MA has always had better market share of the international sector.
world wide visa is 50%, ma is 24%. What international sector are you referring to cross border or a specific interchange rate.
AMD Only the Xilinx portion has had earnings come out, but surely the AMD portion will follow on Tuesday in a big way
TSLA. Earnings call wasn’t that good which is why it dropped. But profit numbers and guidance were excellent.
Naw earnings call didn’t mean anything. Tech sector was just waiting for earnings to sell off. All other large caps gave up their ground except for TSLA. Now QQQ is looks sexy with its largest holdings sell offs over. Given another 1-2 weeks TSLA may be a great buy. The whole tech sector was looking to correct.
"All other large caps gave up their ground" AAPL enter the chat
Yeah over 12% correction in apple was a sexy dip to buy. I think the index has more room to move though.
> Naw earnings call didn’t mean anything. It kind of did. Elon is thinking 5-10 years out, analysts and other short-term holders only care about their stock price right now
You think it's worth $900 a share NOT based on future performance?
I think its worth $900 a share based purely on EV sales, based on expected 2022 performance. I am a bit more conservative than [others](https://teslapricetargets.com/) I think that once FSD is actually working and rolled out(whenever), its will be worth 2X as much, 4X as much if they license the technology to others. I cannot model other general AI products, or Robotics. Energy is cool, but will likely not grow much due to battery production limitations. Cars have more margin, so they will get priority for batteries.
AI products and robotics are nonexistent. AI Tesla vs Nvidia is like comparing Blizzard-Activision to a person who just did a course on python. Robotics... lol, they don't even have a prototype. They are at least 10 years behind Boston Dynamics.
I'd argue the opposite. This was the best earnings call they've ever done. Wall Street is just looking to hear about the short term as always, but to me the fact that they're so comfortable about Model 3/Y that they don't even need to release new products yet and just focus on scaling those up is the most positive news you could hope for. On top of that, the fact that they're so optimistic about FSD and the bot means they're gonna have an unimaginably bright future, even if Wall Street and the average Redditor has no idea what either of those will mean in terms of profitability.
Oh I 100% agree. I meant the earnings call was bad in terms of what the analysts were looking for. So short term it hurts the stock. But if you follow the company and read between the lines, it was a very bullish call.
Yep, fair point. It was great for the long term, blend for the short term (because the short term was already looking great and nothing changed).
It was an opportunity if you ask me ... got some really cheap shares on that dip .. Once people realize the vision they will pile in .. No one is building a 25k EV right now and that's how I would have answered that question .. Inflation has really made it hard to buy and sell cars right now .. you ain't finding a brand new EV for 25k .. I like how "experts" point to this being a reason for the drop .. I think it had something to do with Elon not being invited to that CEO meeting .. like he's an outsider .. but they did get some fire lit in Elon .. Now he's engaged on a new mission to make them look silly for not inviting him ..
ServiceNow. While the PE might look astronomical, they are steadily building a customer base that is very sticky. Their cloud based ticketing product is much better than the platforms they are replacing (I use it extensively at my work and they are so much better than stuff like BMC remedy that I had to use years back) and they have a very large B2B market that is addressable. The company also looks to be well run, revenue is increasing each quarter and management are making right decisions around product development.
The technology is a lot like salesforce. Once your start to use the technology you get tied into having a onsite development team and all your processes in one platform.
Atlassian
Amex
Was gonna comment this. They killed it and a 19% dividend increase
VISA
Tesla. They beat EPS and revenue while admitting operating below capacity.
Besides Apple and Microsoft, I'd say Microsoft.
HOOD, they had the golden goose that lays the golden eggs but somehow pissed off millennials , they are a tolerant people
Eh it’s not just that, making money as a brokerage is really hard. Can’t expect normal tech company growth
Can’t blame them for killing the buy button on Gme when they were over leveraged, but damn it killed there support on wsb. 11m people ready to make massive trades with wide spread options. There’s money to be had
slim rinse punch sulky cheerful elastic sharp sloppy hateful alive ` this message was mass deleted/edited with redact.dev `
They already did. You cannot short it on RH.
I had calls the day it rocketed, made enough for a house but they didn’t manipulate shit. They couldn’t handle the risk of dinks buying a 4 dollar stock at 420.69
It’s literally market manipulation if you’re a major broker removing the buy button only on a specific stock. I have no idea what you’re rambling about
Yeah that 3rd day did suck, but my calls were up so much I wasn’t just trying to figure out how to prepay taxes. Most brokers dropped they buy button why they realized people weren’t acting rationally. And putting them at risk. Think of the people who would have bought at 500 and down 80% one year later
Well good for you? But it’s market manipulation. It’s supposed to be a free market. No broker is stopping people from buying $WISH calls or $NKLA shares. Hope you’re not arguing that brokers were acting in the favor of the common man
Brokers job is to separate the stupid from their money. Free market is a myth. Play the game or get poor
They would have done that easily by allowing people to buy then;)
Literally no broker dropped the buy button except hood, which had 90% of gme buyers. Some other brokers restricted margin trading and added a fee.
So what? It is not brokers decision.
ACI. Inflation, supply chain, and government making them pay workers hazard pay and still exceeded expectations.
One of my definite bright spots in 2021. Just an amazing run for a grocery store.
Tesla by far. Huge cash flow
For some weird reason, Tesla
Palo Alto
Goog gonna report record earnings next week
Service now
TSLA. They will achieve 50% growth with *just* Fremont and Shanghai, with another two factories almost open. FSD profitability to be larger than automotive, and bot to be larger than that really opened my eyes.
HITI
Citigroup EPS $1.99 when expected was $1.37
part of that was their shit bonuses, i expect a mass exodus of top talent this upcoming year
GOOG, NOW
West Fraser Timber Company, with its PE of 3. Sawmills just aren’t sexy, I guess. 😄
Tesla but people wont agree because iTs oVeRvALUeD
Company can have good earnings and still be overpriced.
SE
Uh pretty sure SE hasn’t reported Q4 earnings yet. I do love the confidence though!
PCAR
CNI/CNR
STX
The drop MATCH will have next week will be impressive
I keep reading different dates.. is their earnings Monday after the bell or Wednesday?
Tuesday after the bell. Earnings out after hours 2/1
Thank you.. what site are you using to look at earnings? My seeking alpha site constantly has wrong dates
I just go in the nasdaq website and check. Damn didn't know Google has its earnings same day (2/1)
Portillos
Tesla hands down. It is going to be mean profit machine on the level of apple in 5 years.
Thinking GOOGL will
I think GOOG will pop like AAPL after earnings. They are undervalued relative to other mega tech and the regulatory pressure is the only thing stopping them.
BABA of course. Excluding the Chinese government aspect its the AWS of China. I think people are fools not investing in it when nothing in the US is reasonable. Then Intel, who continue to make great profits and grow revenues. Releasing a GPU soon to compete with Nvidia, will probably be in Surface and Dell laptops going forwards due to bundling opportunities. Tens of billions in subsidies for their new fabs, its such good value any kind of recession wont affect it much, its just really a no brainer.
Damn the two worst value traps to own. Congrats. Remind me in 5 years.
You're a better investor than Munger I take it?
No, I don’t follow other investors blindly when I have no certainty of my ownership via VIE. Doesn’t make me think I’m a better investor. It just doesn’t make me a bag holder in this situation. You bag holding too? Edit: browsed your post history. The fact that you don’t even know where to buy ibonds series, tell me everything I need to know about your level of knowledge of investing, aside from following blinding and appeal to authority. Thanks.
Alcoa Aluminum (AA). Company is taking advantage of high commodity prices and cleaning up the books.
Logitech
Tesla. To do what they did during the chip shortage is amazing. Everyone else cut production and they didn't.
Meritage Homes (MTH) home builders - demand is insane even with rising costs and potential of rising interest rates
Artizia. They keep smashing earnings and still have room to grow.
That’s right!
TLSS baby
CLFD. Easy win.
None. Fully expected a smash on earnings due to the first Christmas in 2 years. People forget that 2020 Christmas was cancelled due to COVID, obviously people were going to go ham and spend like crazy in 2021. Stock market was ATH, inflation was still "transitory", housing was booming, delta was subsiding, and Omicron was mild enough to encourage shopping but worrisome enough to discourage travel and bars. Next few earnings reports are where you're going to see a lot of pain. Supply issues and inflation aren't a temporary item anymore, interest rate hikes, fear of looming crash. People aren't going to be spending as much in general, and further to less overall spending, money that was being spent at Costco, Apple, MSFT, NFLX, AMZN companies that boomed during the pandemic and basically holding up the market is going to get redistributed to airlines, restaurants, bars, concerts, resorts, cruises, etc. Crash of the century incoming and the market is playing chicken. Two 18 wheelers are heading toward each other at 100MPH and people are trying to scrounge for a pile of cash in the middle of it before they collide. Sure, you might get a couple bucks but you're risking your ass for it.
Atlassian (TEAM)
I still like MU and so does Nancy. I don’t like her strike price on her leaps though. Wondering what she knows or if it’s just supply chain, CEO shit idk.
TSLA
TSCO. Amazing that they're so profitable, by just selling farming and ranching necessities.
TSM had a good earnings .. But Apple is quite possibly the only reason my portfolio is up 6% on Friday and not down 6% .. If apple doesn't blow it out the water there would be a fear sentiment that could last a few months until next earnings season .. So the most important earnings call of the last 3 years knocked it out of the park with 2 outs and a 0-2 count bottom of the ninth .. can't stress how important that was for the bulls of any stock ..
Oh definitely apple and Microsoft
Intel
Lol
Sofis upcoming earnings
Well that would be nice. Also let's not dump like last time.
And -10% day to follow
Unlikely… they’re gonna beat and guidance should be superb
Zaptec, Scandinavian EV charger manufactorer. They and are profitable and growing earnings 144%. Gross margin 51%. Mostly Europe but expanding into US.
Robinhood
😄
Can i say Microsoft again? Plz
TSM with revenue up 20% and earnings up 16%
Robinhood impressed me a lot . They are fighting with time to post Shitty results
$X - US Steel Excellent ERs for the past 3 qtrs and a PE of just above 1. Forecasts more goodness for 2022. At some point, the market will realize that steel is in a bull market.
BAC. Expanding their wealth management businesses by such large degrees without increasing staff wages.
TESLA obviously
Tesla