ORCL up 15% on earnings.
Big cloud demand driven by AI.
Big cloud demand driven by AI.
OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
AI applications and usage are the next big rally to enjoy! Got ORCL as part of TL's stock list. :)
@rurahrah000
Is China finally poised for the long-awaited breakout? It's right there again!
iShares China Large-Cap ETF
Is China finally poised for the long-awaited breakout? It's right there again!
iShares China Large-Cap ETF
Look at T2K breaking out the charts.@rurahrah000
Is China finally poised for the long-awaited breakout? It's right there again!
iShares China Large-Cap ETF
Not sure who it was, but I think it was Nathan, and he noted this is a breakout of an even longer term downward trend. The FXI is down more then 50% from it's early 2021 highs.@rurahrah000
Is China finally poised for the long-awaited breakout? It's right there again!
iShares China Large-Cap ETF
It does look like it may have put in a double bottom, first in Oct 22, and more recently in Jan, which is the low we see in the above chart.
Longer term the FXI peaked in 2008, when it got into the $70's, but after crashing in the gfc has since butted it's head off the $50 level multiple times, most recently, as noted above in 2021.
So it does look like it wants to run here, but the problem with China, is the same problem we've been talking about, at any time the gov't can do some bat shit stuff, like arresting a CEO for no reason, invading Taiwan, or reacting to what the US does with Tik Tok, that can tank these stocks yet again.
Probably worth buying a little though.
Trend looks good, but the problem with China is you never know when it will go China again. LOL! Looking at Jan 2025 calls for FXI or KWEB.
TSLA is a pure sentiment play. Sentiment is down right down, if that changes, it will pump back to ATHs.
Can't imagine WTI goes much higher for an extended time period. Supply and demand dynamics are not favorable.
In other news, look out! My PFE calls are pumping. :)
Dividends are for old people in rocking chairs. Need to maximize price appreciation! Up 20% on a 4%'ish move.
You are an experienced vet of the crypto market. You get a pass! :)
Not the right time yet, but TSLA is a great future play. The EV sentiment turns around and Elon drops some AI announcements. TSLA's rebound may be META 2.O!
Maybe,
But Meta was like 10x PE at it's lows in late 2022. Right now it's still only 33x.
Tesla is currently 41x. Still a ton more to give back before that comparison becomes apt.
I don't think the META rebound had anything to do with fundamentals. It was about Zuck getting the message and "finding Jesus" with his reckless spending.
Not in this case. META was crashing with a relatively low PE and valuation. Obviously, something bigger was at play.
My RIVN bet has sure come back to earth. At one point I was up 23% at its height. I'm back down in the red at -2%.
Just gonna keep holding, that was my plan from the start, but that's why smart traders take their 20% and run, where as I'm probably gonna watch this thing crash to zilch
Just gonna keep holding, that was my plan from the start, but that's why smart traders take their 20% and run, where as I'm probably gonna watch this thing crash to zilch
A few weeks ago I watched a Marques Brownlee review of a Fisker car. He said it was a bad car but it was also clear there were things he really liked about it. I never liked the gov meddling in car biz but I dont like to see the companies go down. Seems like they really geared-up for a major shift with gov prodding but the negatives weren't softening. Toyota never bit and now they are taking-up the conventional car slack the other companies left chasing the EV train.
This is the Worst Car I've Ever Reviewed
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I still like RIVN for a long play, just think it may be bumpy until a positive earnings report (that shows progress on R2 and cost cutting). I will buy again soon.....shares or leap calls. Not sure when.
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Was wondering if it was down today on the Fisker news. Sounds odd but who knows
Lets see if it holds above atl’s.
Probably. There needs to be a catalyst to stop the downtrend. More proof of cost cutting or earlier timelines for the R2. Something like that.
SentinelOne down big on earnings from last night. Everything was pretty much inline including guidance, but obviously the market was looking for more.
Morgan Stanley still likes it. Growth expected to be 30% yoy. Was 14x price to rev's(I think that is before this earnings, so rev's should be up while price is down).
In the cyber security business, they've thrown an AI in there recently. So 2 hot topics right there.
I felt like I missed it as it ran up from $12 up to $30. Now below $24, I think I'm going get in tomorrow.
Morgan Stanley still likes it. Growth expected to be 30% yoy. Was 14x price to rev's(I think that is before this earnings, so rev's should be up while price is down).
In the cyber security business, they've thrown an AI in there recently. So 2 hot topics right there.
I felt like I missed it as it ran up from $12 up to $30. Now below $24, I think I'm going get in tomorrow.
I need to look at MongoDB. This was a Dan Ives table pounder and has pulled back quite a bit. I think he mentioned SentinelOne as a great cyber play along with CRWD, ZS, and PANW.
TSLA is in trouble. They are not growing and have a high multiple. They have stopped innovating… where is autonomous driving? I expect it to go lower.
Until RIVN can show itself to do what TSLA was doing 10 years ago and learn to really save money, any rips in the stock should be sold. This stock is not going to hit $20 for a while, if ever.
More AI fail from Adobe Firefly. Rigged gimmick.
www.semafor.com
Adobe Firefly repeats the same AI blunders as Google Gemini | Semafor
The problems with Adobe’s image creation tool illustrate the challenges tech companies face across the industry.
www.semafor.com
