• JulianAleranderJulianAlerander
      ·08-02
      $CrowdStrike Holdings, Inc.(CRWD)$ Omg. Fed rate cuts have been priced in all stocks for months. Stocks will start to fall once cuts begin, especially because Powell waited too long. Cuts should have started in June. Now people are having trouble finding work and saving money for the inevitable rainy days ahead, the rotation out of proven winners is a dead giveaway. Follow the market not your hopes. No one makes money of hopes.
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    • LesleyNewmanLesleyNewman
      ·08-02
      $CrowdStrike Holdings, Inc.(CRWD)$ Who is buying this stock? Do yourself a favor and sit it out for atleast a year and let the dust settle. Also, learn to take profits in a company after a massive run up. I sold it neat $345 but I am not getting back in until it goes back to sub $150. It's way overpriced!
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    • BonnieHoyleBonnieHoyle
      ·08-02
      $CrowdStrike Holdings, Inc.(CRWD)$ Shorts and panic sellers should read the info provided on the company website responding to the incident. Specifically, regarding cash position and liability limits. Not sure where the bottom is but I'm betting this is a great buying opportunity long term. Do your own research.
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    • BlancheElsieBlancheElsie
      ·08-02
      $CrowdStrike Holdings, Inc.(CRWD)$ This scam was around 150 last year this time. And now even after crashing it is still trading at P/E >400. What a great investment opportunity. No big customer will trust this company anymore. Lawsuits and low sales will lead to this one going under 50 this year (and still too high at that price).
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    • PTOLPTOL
      ·08-02
      $CrowdStrike Holdings, Inc.(CRWD)$ Sold at $315 , the stock is dead money . Lawsuits, loss of business will take years to recover. Wish I sold when it was at $380 made some profit I will stay in cash until market reverses. But CRWD is dead money will take years to recover and end all the lawsuits. Also not sure if insurance covers incompetence ?
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    • PTOLPTOL
      ·08-02
      $Amazon.com(AMZN)$ I think valuing them based on their operating income rather than their cash flow is the wrong way to look at it.They have such high depreciation from their investments (and pretty substantial stock based comp) that it makes more sense to look at it from a cash flow perspective which smooths those numbers out.They are trading at around 16-17x operating cash flow now - which is about the cheapest it has ever been - and while valuations should condense as the company grows in size - their operating leverage should continue to increase.Keep in mind that Amazon growing revenue at 11-12% is somewhat misleading in terms of profitability affects. AWS and Advertising account for so much of the company's profitab
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    • XiiaXiia
      ·08-02
      $Amazon.com(AMZN)$ $Apple(AAPL)$ Amazon could easily cut its capex to more modest levels (down to, say, Apple's? ha ha, not bloody likely) and its earnings would soar. Earnings growth and cash flow GROWTH are excellent, again comparing to Apple, they are more than excellent.
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    • HiTALKHiTALK
      ·08-02
      $Amazon.com(AMZN)$ I do think AMZN will continue to grow FCF and OCF much faster than revenue. It’s not cheap, but it’s not very expensive on a long term basis. I built up my position in the high $90 range and I’ll probably add a few shares here …
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    • NEXTTOMENEXTTOME
      ·08-02
      $Amazon.com(AMZN)$ While I don't know how much is growth capex and how much is maintenance - at this stage to me it's meaningless because I WANT amazon to invest heavily. The more capex the better IMO bc the more they invest their dollars, the more cash they will generate in the future. Getting bogged down in operating expenses now I think misses the forest for the trees. It's not meaningless - but from a growth perspective I'm more worried about where do margins go in the future than where they are now.
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    • WINTERINWINTERIN
      ·08-02
      $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Broadcom(AVGO)$ $Micron Technology(MU)$ this dip should be bought. Even after this morning's rough open, with AMZN down over 10%, it is still the 10th largest holding in our portfolio of 34 stocks. But, having trimmed the position recently at $200, I am inclined to buy this dip. AMZN remains expensive based upon traditional financial metrics, as does MSFT, but I think I will be buying the dip in each of them . Perhaps it is only the trading instinct in me, and I hate to be precipitous, but there are long term values being sold at a discount . So far, I have al
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    • WINTERINWINTERIN
      ·08-02
      $Palantir Technologies Inc.(PLTR)$ Yes, there's plenty of blame to go around. But, no one is holding shares in the Secret Service.My point is that if Palantir stays silent, investors should assume that their tools failed as well. If anyone has any evidence that Palantir tools are not being used to monitor threats like Crooks, I would really like to see it. But, they are used for this and Palantir failed big time. Congressional investigations will get around to Palantir's role eventually and then the stock will tank.How much does the US government pay Palantir? This is not going to be forgotten just because cable TV outlets are ignoring it.
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    • SummerNightSummerNight
      ·08-02
      $Palantir Technologies Inc.(PLTR)$ 47% retail owned because the people who run this future empire know the value of connecting with the people who share their vision. PLTR already shows retail the love. They won't forget who believed in them when they're dominating the market. The Street knows PLTR is a game changer but they don't want the people to win.
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    • gogogoForgogogoFor
      ·08-02
      $Palantir Technologies Inc.(PLTR)$ when they start dumping all their 26.50 calls and others jump on the band wagon bcuz the sky is falling- it thn goes past the point that it needs to in order to suffice their goal- hence below 26.00- how does one place value on such a superior product- this product has the capabilities to save humankind from its own demise-PRICELESS!!! I TELL YA- PRICELESS!!!
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    • Mess0MMess0M
      ·08-02
      $Palantir Technologies Inc.(PLTR)$ I rather have the share price down right now a bit and then an earnings beat that causes share price increase of 15% - 20% then stock going up to 29 dollars prior to earnings and then small earnings beat, which results in 10% down.Better to go down prior to earnings than after earnings.
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    • quietttquiettt
      ·08-02
      $Palantir Technologies Inc.(PLTR)$ Don't get sucked into the phony agenda ridden analyst negative drivel. Bottom line- they want your shares. DO NOT use stop losses. They will grab your shares and you will end up buying way higher down the road. The company has no debt, gobs of cash, and business is booming. Do not get fleeced!!!
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    • snixxxsnixxx
      ·08-02
      $Meta Platforms, Inc.(META)$ Where are the haters now? The same people who were bashing Meta when the stock was at $88, $188, and even $288 are noticeably silent. They doubted the company's potential and criticized those who believed in it, but now they're faced with the reality that they'll likely never get a chance to buy at even $388 in their lifetimes.The tables have turned, and it's a moment of vindication for those who held their ground and believed in Meta's long-term prospects. Congratulations to the longs who saw the value and stuck with their convictions.
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    • fizzikfizzik
      ·08-02
      $Meta Platforms, Inc.(META)$ Thoughts and prayers to those who succumbed to groupthink and fear-mongering, missing the chance to buy Meta at prices that were $400 lower just 1.5 years ago. Now, they're the ones celebrating when the stock "drops" to $495, as if that's some sort of victory.It's almost ironic how people who once doubted the company's prospects are now excited about prices that are still significantly higher than what they could have bought in at. For those of us who had the foresight to invest when the stock was undervalued, it's a different story.With an average purchase price of $138, I've seen significant gains and have no plans to sell anytime soon. My confidence in Meta's long-term potential remains unw
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    • jinglijingli
      ·08-02
      $Meta Platforms, Inc.(META)$ Imagine the good Lord giving you the opportunity to buy META for under $100 for several weeks in late 2022 and for under $200 for months throughout 2022 and early 2023, and you still said "nahhh." Those who passed up on that chance are likely kicking themselves now, as Meta's stock price has surged dramatically since then.Fast forward to the present, and people are celebrating when the price "drops" to $490, especially after Meta's stellar earnings reports. It's a testament to how far the company has come and how much its value has been recognized by the market.Congratulations to the longs who held their positions and believed in Meta's potential. This is a reminder of just how wrong the Meta
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    • kookizkookiz
      ·08-02
      $Meta Platforms, Inc.(META)$ I warned everyone that the Markets are ready to crash and I do understand why people do not listen because there are a lot of fake people that are shorting. I do not short and I am usually a massive positive on the markets. There is no such thing as a soft landing for the Economy. We are facing a very hard landing and we are $35,000,000,000,000 in debt. Peoples Credit Cards are in default and Maxed out at record levels. Get out of Equities if you have not done so. It is going to get real bad.
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    • cheeryxcheeryx
      ·08-02
      $Meta Platforms, Inc.(META)$ Meta will likely never see $400 again. There was a golden opportunity to buy the stock at incredibly low prices, with fools missing out when it was available for $100 or less in late 2022 and even under $200 for almost an entire year in 2022/23.Now, some investors will be cheering if the price even dips to $450, showing just how much the sentiment and expectations have shifted. My average purchase price is $138, which, in hindsight, was an excellent entry point. I held onto my shares even when the stock soared into the $500s, and I also stood firm when it dropped to $88.I'm not planning to sell my shares even if the stock reaches the $400 range. My conviction in Meta's long-term potential rema
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    • ShayBoloorShayBoloor
      ·07-29

      Semiconductor Space In AI

      Hello everyone! Today i want to share some trading ideas with you!Although $NVIDIA Corp(NVDA)$ often dominates the headlines in the semiconductor space during this AI boom -- many other companies also hold monopolistic positions in the new digital economy. Here's a cheat sheet for the top 10 companies with monopolies 🧐1. $ASML Holding NV(ASML)$ • They hold a monopoly in lithography machines, which are essential for enabling the mass production of ultra-small, efficient chips crucial for AI applications. Their technology is foundational in pushing the boundaries of miniaturization and performance in semiconductor manufacturing.2. $Taiwan Semiconductor Manufacturing(TSM
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      Semiconductor Space In AI
    • fizzikfizzik
      ·08-02
      $Meta Platforms, Inc.(META)$ Thoughts and prayers to those who succumbed to groupthink and fear-mongering, missing the chance to buy Meta at prices that were $400 lower just 1.5 years ago. Now, they're the ones celebrating when the stock "drops" to $495, as if that's some sort of victory.It's almost ironic how people who once doubted the company's prospects are now excited about prices that are still significantly higher than what they could have bought in at. For those of us who had the foresight to invest when the stock was undervalued, it's a different story.With an average purchase price of $138, I've seen significant gains and have no plans to sell anytime soon. My confidence in Meta's long-term potential remains unw
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    • jinglijingli
      ·08-02
      $Meta Platforms, Inc.(META)$ Imagine the good Lord giving you the opportunity to buy META for under $100 for several weeks in late 2022 and for under $200 for months throughout 2022 and early 2023, and you still said "nahhh." Those who passed up on that chance are likely kicking themselves now, as Meta's stock price has surged dramatically since then.Fast forward to the present, and people are celebrating when the price "drops" to $490, especially after Meta's stellar earnings reports. It's a testament to how far the company has come and how much its value has been recognized by the market.Congratulations to the longs who held their positions and believed in Meta's potential. This is a reminder of just how wrong the Meta
      283Comment
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    • PTOLPTOL
      ·08-02
      $Amazon.com(AMZN)$ I think valuing them based on their operating income rather than their cash flow is the wrong way to look at it.They have such high depreciation from their investments (and pretty substantial stock based comp) that it makes more sense to look at it from a cash flow perspective which smooths those numbers out.They are trading at around 16-17x operating cash flow now - which is about the cheapest it has ever been - and while valuations should condense as the company grows in size - their operating leverage should continue to increase.Keep in mind that Amazon growing revenue at 11-12% is somewhat misleading in terms of profitability affects. AWS and Advertising account for so much of the company's profitab
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    • Jake_WujastykJake_Wujastyk
      ·07-29

      DELL, SMH, CLSK, TSLA& CELH Underwent the Great Pressure

      Hello everyone! Today i want to share some technical analysis with y!1. $Celsius Holdings, Inc.(CELH)$ A lot of things aligning going into the week head.2. $Tesla Motors(TSLA)$ Potential for further downside in the coming week. 3. $CleanSpark, Inc.(CLSK)$ It seems like only a matter of time before this massive volume shelf finally becomes a huge launchpad.4. $VanEck Semiconductor ETF(SMH)$ Simply just an S/R flip at this point.5. $Dell Technologies Inc.(DELL)$ Potentially more downside here based on where the October '23 pivot VWAP zone is.Follow me to learn more about analysis!!
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      DELL, SMH, CLSK, TSLA& CELH Underwent the Great Pressure
    • cheeryxcheeryx
      ·08-02
      $Meta Platforms, Inc.(META)$ Meta will likely never see $400 again. There was a golden opportunity to buy the stock at incredibly low prices, with fools missing out when it was available for $100 or less in late 2022 and even under $200 for almost an entire year in 2022/23.Now, some investors will be cheering if the price even dips to $450, showing just how much the sentiment and expectations have shifted. My average purchase price is $138, which, in hindsight, was an excellent entry point. I held onto my shares even when the stock soared into the $500s, and I also stood firm when it dropped to $88.I'm not planning to sell my shares even if the stock reaches the $400 range. My conviction in Meta's long-term potential rema
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    • LesleyNewmanLesleyNewman
      ·07-31
      $GameStop(GME)$It's amazing—I had been waiting for a significant downtrend before selling a substantial amount of puts. Instead, I ended up selling puts incrementally, one for every dollar the price dropped, and then bought puts at lower levels to create a spread, maintaining leverage in my position. So far, I've had to sell five puts, and, as usual, I've structured them as spreads to maximize leverage and minimize risk. Fortunately, I don't need to fully utilize this leverage at the moment.Nevertheless, I have to say, the work done by the shorts has been incredible. Thanks to their efforts, we've been able to buy closer to the cash value range of 40-45%, compared to the previous 30% range when GME was trading around $10. This has provided a fantas
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    • quietttquiettt
      ·07-29
      $Windtree Therapeutics, Inc.(WINT)$ Those who invested in the stock at $3 have seen impressive gains of over 100%, demonstrating the critical importance of timing in the market. With the company currently having a market cap just above $4M, there is significant potential for further growth. Given this low market capitalization, there is room for the stock to experience substantial upward momentum. If market conditions remain favorable and investor interest continues to grow, seeing the stock reach the $12-$13 range in the short term is a hopeful but not unrealistic expectation. It's worth noting that stocks with such small market caps can be highly volatile, meaning that while the potential for large gains exists, there is also a higher risk. Ther
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    • jinglijingli
      ·07-29
      $NIO Inc.(NIO)$ it's hard to dramatically increase the price of each vehicle, but the price wars seem to be coming to an end and Nio is reducing some of its sales incentives, which will have the impact of increasing the price of their vehicles and thus improve margins modestly.But even more importantly, Nio is reducing the cost to manufacture each EV with two huge breakthroughs in addition to an improvement in the supply chain. First, Nio is manufacturing its vehicles in-house now, and the third factory they're building will more than double their production capacity. Further, over the weekend, Nio displayed and discussed its new chip, which has 2 benefits. It substantially reduces the cost of the vehicles Nio builds by re
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    • AugustineMac-AugustineMac-
      ·08-01
      $Coinbase Global, Inc.(COIN)$ COIN earnings are due after the closeI have been holding the stock for some time and this is not a trading recommendation but only a short info before the earnings, as the movement can go in both directions. a movement after earnings of +/-8.3% is expected. There is a possibility that the price is currently working on a bullish pennant (Figure 1 & 2)Another good sign is that the trading volume on Coinbase (also due to the German government's suboptimal decision to sell BTC) just broke the downward trend in July (Fig. 3)Do you also hold shares in Coinbase?
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    • snixxxsnixxx
      ·08-01
      $Micron Technology(MU)$ After MU broke through its previous support level, it experienced a strong rally that allowed it to close above the major support line. While this is a positive sign, we're not completely out of the woods yet. For the stock to truly signal a bullish trend, it needs to break and hold above the key level of $117.53. If the bulls can successfully push the price past this point and sustain it, we could see a significant upward momentum. This breakout could potentially lead to a strong performance in call options, with the possibility of them "printing like crazy" as the stock price accelerates higher. Investors and traders should keep a close eye on this critical level, as a successful breakout could indicate a new upward trend f
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    • WINTERINWINTERIN
      ·07-31
      $GameStop(GME)$ If you consider yourselves true shorts, you wouldn't be talking about the stock dropping to just $17 or $13 per share. You should be aiming for zero, because that's where this stock is headed, my friend. If you're confident in this outlook, then go all in. Leverage everything you have—borrow from your credit cards, short the stock heavily, and BUY MASSIVE AMOUNTS OF PUTS.If you're not doing that, it shows you're not genuinely short; you're just worried about what might happen if RC or another influential figure like RK something unexpected. Don't hold back or be hesitant; if you're convinced this stock is going to collapse, then act like it. Double down on your position, take the risk, and BUY MASSIVE AMOUNTS OF PUTS. You shouldn't
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    • PTOLPTOL
      ·08-01
      $NIO Inc.(NIO)$ I am a NIO bull, and have owned NIO for a while. But I will say NIO has a problem in that it has very expansive plans that cost a lot of money. I am supportive of these plans.... but who knows, maybe as they approach marginal profitability they decide to expand (just an example) into urban scooters to bring more people into the NIO ecosystem....and they tell us this will necessitate building a new factory, that the scooters will be available for delivery in 2026, with expected profitability in 2027.Sales have been growing, and I hope we see the concrete results of the chip development/Onvo/phone in the near future.
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    • WINTERINWINTERIN
      ·08-02
      $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Broadcom(AVGO)$ $Micron Technology(MU)$ this dip should be bought. Even after this morning's rough open, with AMZN down over 10%, it is still the 10th largest holding in our portfolio of 34 stocks. But, having trimmed the position recently at $200, I am inclined to buy this dip. AMZN remains expensive based upon traditional financial metrics, as does MSFT, but I think I will be buying the dip in each of them . Perhaps it is only the trading instinct in me, and I hate to be precipitous, but there are long term values being sold at a discount . So far, I have al
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    • skythelimitskythelimit
      ·07-25

      F: Huge Potential to Buy!

      $Ford(F)$ I don't know who created all the panic-creating a sell off. Over all Ford Q2 wasn't all that bad-actually in some areas very good[Cool][Cool][Cool]. We are coming to the election-Trump will win and EV's will go bye-bye by 60 to 75% and Fords loses will turn to huge profits and increase in dividends is my opinion. If this opens as low as the close after hours-this will be a really great buying opportunity for anyone wanting to get in cheap-then-after the truth of Q2 sinks in we should go back into the 14's and higher. Don't believe all these analysts' estimates-they were exceedingly high and I believe intentionally pumped to bring Ford lower when the facts were released. Go Ford! (Automotive manufacturer Ford (NYSE:
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      F: Huge Potential to Buy!
    • SummerNightSummerNight
      ·08-01
      $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA Corp(NVDA)$ I went heavy into NVDA, which turned out to be a great decision in terms of percentage gains. However, I was really keen on getting into TSM The stock was down over 20%, and considering they have one of the best businesses in the industry, it seemed like an easy buy.TSM probably still represents a strong buying opportunity, given its leading position in the semiconductor market. However, I'm keeping an eye on it to see if the price comes down further, which would make it an even more attractive purchase. For now, I'm staying cautious, but I do see a lot of potential in TSM, especially if the market conditions allow for
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    • WINTERINWINTERIN
      ·08-02
      $Palantir Technologies Inc.(PLTR)$ Yes, there's plenty of blame to go around. But, no one is holding shares in the Secret Service.My point is that if Palantir stays silent, investors should assume that their tools failed as well. If anyone has any evidence that Palantir tools are not being used to monitor threats like Crooks, I would really like to see it. But, they are used for this and Palantir failed big time. Congressional investigations will get around to Palantir's role eventually and then the stock will tank.How much does the US government pay Palantir? This is not going to be forgotten just because cable TV outlets are ignoring it.
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    • CornellRudolphCornellRudolph
      ·08-01
      $CrowdStrike Holdings, Inc.(CRWD)$ My opinion: Nope. It will be a bloodbath. They have to be. They need to make it : 'look we have been already whipped, have mercy on us', George needs to make the company as lame and as vulnerable as possible, so expect downside. HE KNOWS it's too rich up here. It will be all for optics, to stave off lawsuits and look lamed and injured in front of the govt. And George will do it, at the cost of share shareholder, HE WANTS THE STOCK TO TAKE A DIVE, to run his 'we have been punished enough' narrative, and he will contribute to it along with lawsuits and fleeing customers, to protect his own hide, and hopefully the company survives the thrashing, that is to come.... that is his MO for now. Survive. NOT THRIVE. And it
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    • CornellRudolphCornellRudolph
      ·08-02
      $Broadcom(AVGO)$ $NVIDIA Corp(NVDA)$ AVGO, similar to NVDA, is currently exhibiting short-term bearish tendencies. The stock has been showing a lot of downward momentum lately, indicating that it may continue to face pressure in the near term. There's a key support level at around $143, which is crucial to watch. The recent gap fill seems to have played out, suggesting that the immediate downside move might be slowing down. However, the overall trend is still bearish until we see signs of stabilization or a reversal.
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    • AlanBrightAlanBright
      ·07-25
      $Bristol-Myers Squibb(BMY)$ This is like Abbvie was a few years ago. Everyone was panicking. And then suddenly everyone stopped panicking and the share price started to jump over time.The same thing will happen here. Those who are patient will see $100 BMY in 3-4 years and the dividend increasing every year!Don’t be stupid. Buy and hold.In a few years the covered call income will be great on this stock in addition to the growing dividend!Once the stock is out of the dog house and considered “safe again” and we have a share price in the $60-$100 range we will be able to sell weekly OTM calls and earn probably 10-50 cents per share. That’s $10- $50 per 100 shares in a call contract. Let’s go with the 10 cent range to be conservative. 1000 shares mean
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