J&J's consumer health spinoff Kenvue opens at $25.53, a 16% jump, in public market debut
Kenvue's debut is the biggest U.S. IPO since EV maker Rivian went public in 2021.
OT: Stock and Investment Talk
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reps need to rep and get back to the roots of the party as dems are hell bent on destroying this country in every facet. Dems better blink for all our sake
Yellen running at the mouth
I'm fine with a default, need that risk put back in
WOLF is projected to have 20ish% rev growth for a couple years and then 50% in 2025 and 2026. Not expecting to be profitable until 2025.
Might have some support at around $30, but I'd let it stabilize before jumping in.
WOLF will take an expected hit short term. Yes. But long term it's very promising. The new Mohawk Valley NY facility is at something like 25% capacity. The new facility in Chatham County NC will come online in part next year, with a complete build out near 2030. "The JP Center" is named for John Palmour, who passed last fall at the age of 60. JP was a very good friend, as were two of the other founders of Cree Research, the forerunner of WolfSpeed, named in honor of its roots at NC State and it's Materials Science dept. Anywho... I'll get back into WOLF sooner than later. I was in on the Cree IPO way back when.
JP's "Celebration of Life" was held this winter at Reynolds Coliseum on State's campus. A very moving event and a chance to catch up with the old gang. See:
Thanks for posting, great stuff. WOLF has a good story and compelling technology. Perhaps buying the dip is warranted.
In other semi news, AMD popping:
AMD jumps on report Microsoft is collaborating on A.I. chip push
Unlike top U.S. cloud competitors Amazon and Google, Microsoft hasn't launched a chip that developers can use to train artificial-intelligence models.
Apple reports better-than-expected quarter driven by iPhone sales
Apple reported earnings after the bell. Here are the results.
Double beat! AAPL clears the bases with a walk-off HR for Big Tech.Apple reports better-than-expected quarter driven by iPhone sales
Apple reported earnings after the bell. Here are the results.www.cnbc.com
Well done. And more good news for shareholders:
As expected, Apple’s board authorized $90 billion in share repurchases and dividends. Apple said it paid $23 billion in buybacks and dividends in the March quarter. Apple also raised its dividend 4% to 24 cents per share.
AMD is a joke… stock takes a nosedive earlier in the week based on earnings so they decide to make an AI announcement with MS two days later…GMAFB…this is just another page out of the NVDA playbook…ride the latest hype waveThanks for posting, great stuff. WOLF has a good story and compelling technology. Perhaps buying the dip is warranted.
In other semi news, AMD popping:
AMD jumps on report Microsoft is collaborating on A.I. chip push
Unlike top U.S. cloud competitors Amazon and Google, Microsoft hasn't launched a chip that developers can use to train artificial-intelligence models.
Big difference, NVDA is making the chips for AI right now. It's their business.
Yes President Trump only increased the deficit by 6.6 Trillion during his time in the White House. That’s much less than the Kenyan before him, who raised the deficit by 6.7 Trillion during his time in the White House.
But yeah, now deficits matter. They mattered for 8 yrs, didn’t matter at all for 4 but starting 2 years ago, the deficit started destroying America again.
From my perspective as a long-term investor, I totally agree with JB. Why put a ceiling on the upside of a stock that I like for a few bucks income? I know it works for some but covered calls don’t make sense for me.
You’re fine with a default? One of the tiny silver lining of a default is that a retard like you would probably lose your seat at a desk.
+1
Doesn't make sense for long-term investors. Never got into options and doubt I ever will. Did some buying yesterday and today to keep my value based funds/etfs in the right allocation ranges.
I am glad there are clowns that think this way. It makes it so much easier for me to make money. Against my better judgement, I watched these dumb dumbs talk about the market and it makes me once again happy that there are these folks out there that are investing without really understanding the stock market. If everyone was smart then it would be hard to make money.
Did I hear the guy giving stock advice say "I don't understand options"? I guess any moron with Internet access and a microphone can call themselves an expert these days.
How can you say it doesn't make sense for long term investors if you don't understand options? don't you think you need to understand options before determining if it makes sense? With you, sometimes I feel like I am talking to a toddler.
Everyone is trying to make money on everything. From Buffett to the local individual investor to everyone in the financial media. No biggie.
The conversation was specifically about covered calls. Why mess around with them when better choices are available? Doesn't make sense to nibble around the edges. If you have a conviction, go for it. Go leveraged! :)
He was on CNBC for an hour two weeks ago. He gives plenty of interviews. Pumping and dumping! Just like he did with Taiwan Semi. Can't trust him. :)
So CNBC is fine, but not YouTube? Got it. But then again, pretty much everyone on CNBC does content for YouTube. Hmm, so confusing. LOL!
I watched it earlier. He leaves the door open as per using it as a trade mechanism. Which is how ive been using them.
I think he also overlooks the benefits of using them in an investment position that has been on a hot run and is getting expensive.
The other options that he was talking about requires you to have cash to put in treasuries. Covered calls generates cash from a previously owned equity. See the difference? Covered calls are a very effective way of trading around a long term thesis. Most smart investors do it. Do you understand how leveraged ETF’s leverage?
Swaps? :)
Speaking of leveraged ETFs, I'm currently up 45.43% with LABU. I think I should raise the bar of my stop loss. Right now it is set to $4. Also, I started my TQQQ position just about 1 year ago. Up about 30%. TQQQ has been tracking very accurately. So far so good!
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You come across as somewhat arrogant. As a long term investor I’m not a fan of covered calls. Decades ago, when I had a broker, he tried to talk me into covered calls for my Microsoft and Amgen shares right after the IPOs. He said “ make some income and if the stock goes up sell it.” That was a couple thousand or hundred thousand percent ago. What works for you is fine, lots of other ways to win.
Your first mistake was listening to a broker. Most winners like myself are arrogant. So I will take that as a compliment.
Easy money! Just gotta be patient, especially with the broad indexes since they always go up eventually. Just do the math and plan accordingly.
LABU is setting up well at this level. We maybe at a time to buy treasuries. TMF would be the leveraged play there. You use the term “Do the math” too loosely. At some point you will have to show us the math that you are doing.
Morris.. your wife told you about something called Covid, right?
Here's a good read with some analysis and numbers.
The Cost of the Trump and Biden COVID Response Plans | Committee for a Responsible Federal Budget
The COVID pandemic has caused considerable economic damage and human suffering.
No doubt spending is out of control by all current and previous admins..but why are we not returning to pre Covid budgets and using the crisis inflated spending become the new base?
I was just out of graduate school and have been managing my portfolio by myself since then. Agree on not listening to a broker of FA. If you read my post you’d know I didn’t listen to his suggestion.
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AAPL has had a good run, I think it will have some resistance in the 170-175 area.
The only "resistance" is if there is bad news that impacts the market. No bad news and AAPL goes to $200.
Three failed US banks had one thing in common: KPMG
Big Four auditor’s work for SVB, Signature and First Republic comes under scrutiny in aftermath of their collapses
Three failed US banks had one thing in common: KPMG
Big Four auditor’s work for SVB, Signature and First Republic comes under scrutiny in aftermath of their collapses
Today’s unemployment print killed people’s rate cut dreams for Q3 of this yr.
Employment is strong with robust wage growth . Credit tightening is working through the economy and liquidity is being to taken out but GDP is still positive. Housing is not dropping. Banks are wobbling daily but staying above water.
The FED just sits in its hands through the end of the summer. Macro effects of rate hikes are not debilitating the economy. There is not justification for a rate cut for the foreseeable future. Hopefully inflation is at 3% by September.
Employment is strong with robust wage growth . Credit tightening is working through the economy and liquidity is being to taken out but GDP is still positive. Housing is not dropping. Banks are wobbling daily but staying above water.
The FED just sits in its hands through the end of the summer. Macro effects of rate hikes are not debilitating the economy. There is not justification for a rate cut for the foreseeable future. Hopefully inflation is at 3% by September.
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