OT: Stock and Investment Talk

[RUAldo]

Always a crap-shoot when CEOs get fired…could be good…could be bad

Wow, WOLF is down another 10%. At $6 could be worth a look but not for me - ever again.

Bought some JOBY as spec play.

Sold all my UBER at 20% gain when it hit my stop-loss. Which sucks because I was up 45% one point and if not for election I think it was headed to $100. I will look to get back in once the Robo/FSD Trump-Elon love affair calms down.

 

[T2Kplus20]

Wow, WOLF is down another 10%. At $6 could be worth a look but not for me - ever again.

Bought some JOBY as spec play.

Sold all my UBER at 20% gain when it hit my stop-loss. Which sucks because I was up 45% one point and if not for election I think it was headed to $100. I will look to get back in once the Robo/FSD Trump-Elon love affair calms down.

I may take a flyer on WOLF leap calls. Very small position as a possible lottery ticket. As for UBER, I would keep buying that dip. UBER is here to stay and could greatly benefit from the CyberCab.

 

[RUinPinehurst]

Always a crap-shoot when CEOs get fired…could be good…could be bad

Jana clearing the deck?

 

[ScarletNut]

Investors waking up to the DEFTF earnings numbers. Up 10% to 2.32 today

 

[T2Kplus20]

Investors waking up to the DEFTF earnings numbers. Up 10% to 2.32 today

Too late to buy (or rebuy)?

 

[ScarletNut]

Too late to buy (or rebuy)?

Price target varies, all significantly higher than 3.00. The growth numbers are huge. They are also waiting for approval to be listed on NASDAQ, application submitted in September.

 

[RU-05]

Too late to buy (or rebuy)?

Definitely not too late. But id wait to make sure it is clearly past the ATH from a couple months ago.

Or dip a toe in now. And buy more on a move in either direction.

 

[ScarletNut]

Definitely not too late. But id wait to make sure it is clearly past the ATH from a couple months ago.

Or dip a toe in now. And buy more on a move in either direction.

And I thought you were done with this stock, lol

 

[RU-05]

And I thought you were done with this stock, lol

Nothing is forever

 

[RU-05]

I may take a flyer on WOLF leap calls. Very small position as a possible lottery ticket. As for UBER, I would keep buying that dip. UBER is here to stay and could greatly benefit from the CyberCab.

Wait till it shows some sign of a bottom….which admittedly it did before resorting back to falling knife atatus.

 

[T2Kplus20]

Wait till it shows some sign of a bottom….which admittedly it did before resorting back to falling knife atatus.

Probably a good idea. BTW, totally kicking myself. I was thinking about SMCI calls for the 11/16 deadline and just didn't pull the trigger. That bizatch is up 40-45% over the past few trading days. D'OH!

 

[Postman_1]

 

[T2Kplus20]

Bonus episode!

 

[T2Kplus20]

IBIT (Blackrock's BTC ETF) launched option contracts today. About freaking time! Enjoy. :)

 

[RUAldo]

Target getting crushed. Proves that Walmart and Amazon are dominating retail.

 

[jtung230]

Target getting crushed. Proves that Walmart and Amazon are dominating retail.

Amazon is a lot more than retail.

 

[T2Kplus20]

Amazon is a lot more than retail.

AWS is probably a $1T standalone business.

 

[RUAldo]

Amazon is a lot more than retail.

I’m talking about Amazon’s impact on Target = retail domination

 

[RU-05]

HOOD has been an absolute beast.

Yesterday's news was getting into wealth management.

$31B market cap. 12x Price to rev's. Outlook on rev's is meh, a little over 10%, will have to outperform that by a ton.

 

[RU-05]

Buying ZETA off the Fundstrat thing was the move. I didn't.

 

[T2Kplus20]

Buying ZETA off the Fundstrat thing was the move. I didn't.

Trust Tom Lee! :)
My shares are up nicely, but my calls are blowing up.

Starting to eye IBIT Jan 2027 leap calls. Very expensive, but probably worth the cost. Also reset my PLTR stop loss at $55.

 

[RU-05]

Comcast to spin off it's cable networks including CNBC. I wonder if Netflix or Amazon scoop it up.

 

[RU-05]

Ive's on CNBC ahead of NVDA's earnings.

Says demand outweighs supply 15x1.

$200 price target.

 

[T2Kplus20]

Ive's on CNBC ahead of NVDA's earnings.

Says demand outweighs supply 15x1.

$200 price target.

Sounds good to me! I was worried about yesterday's pump for NVDA, but it is settling back down today. I expect the report will beat expectations, but who knows about the short-term stock reaction.

 

[rutgersguy1]

I haven't looked at it closely yet but this kind of drop in TGT peeks my interest.

 

[rutgersguy1]

Comcast to spin off it's cable networks including CNBC. I wonder if Netflix or Amazon scoop it up.

I was wondering about Skydance after it swallowed up Paramount, add them to the cable networks they acquired.

 

[rutgersguy1]

I haven't looked at it closely yet but this kind of drop in TGT peeks my interest.

It's at some support now and I'd say 90s low 100s after that and if it got there I'd probably step in for some.

 

[rutgersguy1]

Wait till it shows some sign of a bottom….which admittedly it did before resorting back to falling knife atatus.

I asked awhile back if that was potential short covering juicing WOLF when it had that pop, judging by how it looks now I think it probably was after a little positive news.

 

[Rutgers Chris]

OK @T2Kplus20 @Rutgers Chris @RU-05 I'm biting the bullet and jumping into BONK & SOL. What app do you guys use? I see Crypto.com, Kraken, and CoinBase recommended a lot. But some people complain about fees and/or inability to liquidate their positions with some of them.

One more fun one I’ll give you guys to play since it’s newly listed on Coinbase. As Bitcoin continues to run, many other coins are bleeding (aside from Bonk). This should flip over the next few weeks and alts/memes should run.

$wif (dogwifhat) was neck and neck with bonk most of the year for the #1 Solana coin. It’s 33% off its high. Coming up on its one year anniversary and there is $500k or so sitting in a fund to get it advertised on the Sphere in Vegas if they can get it approved. Lot of attention will rotate back into it.

 

[T2Kplus20]

One more fun one I’ll give you guys to play since it’s newly listed on Coinbase. As Bitcoin continues to run, many other coins are bleeding (aside from Bonk). This should flip over the next few weeks and alts/memes should run.

$wif (dogwifhat) was neck and neck with bonk most of the year for the #1 Solana coin. It’s 33% off its high. Coming up on its one year anniversary and there is $500k or so sitting in a fund to get it advertised on the Sphere in Vegas if they can get it approved. Lot of attention will rotate back into it.

Is WIF available on COIN yet?

 

[MURF87]

Is WIF available on COIN yet?

yes, i think it just listed on Coinbase this past week.

 

[RU-05]

I asked awhile back if that was potential short covering juicing WOLF when it had that pop, judging by how it looks now I think it probably was after a little positive news.

I remember this, and you were right I think, but I think that can also be what help sets a bottom. Unfortunately for the stock it was followed by more bad news.

At least I think there was a bad headline in there somewhere? One thing I dislike about E-Trade is it's "news" regarding a stock like WOLF will get swamped with lawsuits for shareholders who lost money, so it's hard to find the real news.

Was it a bad earnings? Think they announced they were cutting workforce and even closing a plant? Yeah, I think that was it.

 

[RU-05]

Definitely not too late. But id wait to make sure it is clearly past the ATH from a couple months ago.

Or dip a toe in now. And buy more on a move in either direction.

Need to place a big edit here.

DEFTF is not pushing against ATH's which were set some 10 years ago where it was up in the low teens. Were they a crypto play back then? I dunno. The stock still has to contend with 2021 level where it was at least in the $3's.

It is currently contending with 52 week highs.(and even 2+ year highs).

Edit: Looks like DeFi itself was founded in 2020. Prior to that I think it was a capital fund that was looking for opportunities with previous foray's into lithium and gold mining. Some sketchiness here for sure, but maybe it has finally just found it's niche. Story not very much unlike that of other crypto plays, including some miners(I remember one which was part parking lot, part fintech), or even microstrategy.

 

[Postman_1]

Got a notice from Etrade today that there HYSA is dropping again to 4.10% on Nov 20th. That's the 2nd drop so far

 

[RU-05]

Got a notice from Etrade today that there HYSA is dropping again to 4.10% on Nov 20th. That's the 2nd drop so far

Makes sense.

I was slow to move money in from other accounts with less yield, but ill be looking for places to invest. Will look to see what bonds are yielding.

 

[ScarletNut]

Put cash in Coinbase, swap for USDC, and make 4.7%

 

[Postman_1]

Double beat

 

[T2Kplus20]

Double beat

View embedded media

Clean double beat and raise!
Also see SNOW and PANW with double beats as well. Great day for tech earnings!

From Jensen:

“The age of AI is in full steam, propelling a global shift to NVIDIA computing,” said Jensen Huang, founder and CEO of NVIDIA. “Demand for Hopper and anticipation for Blackwell — in full production — are incredible as foundation model makers scale pretraining, post-training and inference.

“AI is transforming every industry, company and country. Enterprises are adopting agentic AI to revolutionize workflows. Industrial robotics investments are surging with breakthroughs in physical AI. And countries have awakened to the importance of developing their national AI and infrastructure,” he said.

Q4 Outlook: Revenue is expected to be $37.5 billion vs. consensus of $37.04B, plus or minus 2%.

 

[T2Kplus20]

SNOW is ripping in extended:

Snowflake shares pop 14% on earnings and revenue beat

Loading…

www.cnbc.com

 

[drewbagel423]

MSTR to the moon