A takeover/partnership makes a lot of sense in this political environment.
OT: Stock and Investment Talk
- Thread starter RU-05
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This move screams desperation.NKE a little bump off this news. Wouldnt think much of it myself but 4-5% gain.
Nike teams up with Kim Kardashian shapewear brand Skims as it looks to reach more women
Nike's decision to partner with Skims comes as it looks to claw back market share and return to growth under new CEO Elliott Hill.www.cnbc.com
I don’t know how much of a difference it will make but we’ll see. NKE attaches itself to big names, that’s not new, so this is in that vein. Not sure how big the Kardashians are anymore but the MO isn’t any different than being attached to Caitlin Clark etc..
I noticed it was giving back the initial rebound. HOOD sold off a little as well today. Going to look in on both.
Conversely PANW up today after selling off initially. If its not at ATH’s its right there. 5 year chart is a beast.
PANW and CRWD are ripping. Cybersecurity remains one of the hottest sub-sectors. No reason for that to change.
I sold HOOD at the open. It ran up after earnings and I had a feeling it would drift down. If it gets back to the mid-50s I’m in. I still like the long-term story.
Bought ABNB recently and added more today. Bought more RDDT and DASH. I view these stocks as potential future Mag7s. I’d put SPOT in that category too.
I assume it means they are branching out into less sport oriented lines. It's interesting.
ABNB with a pretty reasonable 10x price to rev's.
The others range somewhere between mid teens to mid 20's. Which start to seem expensive but then I look at PLTR at 100x price to rev's and I don't know, I guess they are all cheap.
Edit: Just looking at Charts.
RDDT's been running since it came public a year ago.
ABNB and DASH still have to deal with 2021 highs.
SPOT and HOOD have already broken out past those highs.
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I would have thought so in the $60's.
But it's a freight train right now, I'm not getting in the way of it.
SMCI. I bought at 30. Now near 60. If they release clean 10k by 2/25 it may be at 80. But I should probably scale some tomorrow.
Starting to buy UNH below 500 today and BDX $223 yesterday. Also moving to more dividends stocks PEP, BEN, O, ET, and XOM.
I have COMP up big on earnings last night.
Still below 1x price to rev's. I know different sectors and different industries get different multiples. But 1x price to rev's is cheap, especially for a company with good growth prospects.
One of those stocks that had to slog through trough earnings/rev's, but once it proved it was past the trough, went on a good run.
Still below 1x price to rev's. I know different sectors and different industries get different multiples. But 1x price to rev's is cheap, especially for a company with good growth prospects.
One of those stocks that had to slog through trough earnings/rev's, but once it proved it was past the trough, went on a good run.
DVN seems like a value trap with such a large dividend. Put that money to work or buy back share.
In other news, started a SHAK position prior to tomorrow's report.
By the way, any thoughts on the home builders/construction? The ITB is now under $100. Just seems that the nation desperately needs a new housing boom to right-size the market.
Also, any way to play Russia? I'm assuming the war will end soon and some sanctions lifted.
Mark Cuban Said 'The Stock Market Is for Suckers,' Calling 'Buy And Hold' the Second Most Misleading Slogan Ever—'Right After Rinse And Repeat'
I hope it start moving the stock, been buying around $410.
SG has been getting annihilated. I was up like 55% a few months ago and now in the red. CMG, CAVA, etc. all getting beaten up. If this is tariff related that’s ridiculous.
Might be all the illegals being deported that worked at these restaurants or the cost of food products. Tariffs on avocados from Mexico might do it.
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Home builders are now firmly in a down trend. Im waiting till it turns.
Haven’t thought about Russia.
Im in CMG for a month or two. A little in the red but no signs yet of it turning.
Home builders may stop building new homes due to a variety of factors including: rising costs of materials and labor, difficulty securing land, high interest rates making mortgages less affordable for buyers, supply chain disruptions, a shortage of skilled construction workers, and a potential economic downturn which can lead to decreased demand for new homes,
Will the US Lumber Market Thrive or Break Under Trump?
President Donald Trump's threat to impose a 25% tariff on imported goods from Canada could result in a number of economic impacts on the lumber supply chain, according to one NC State expert.
Canada is one of the world’s largest producers and exporters of softwood lumber. In 2023, the U.S. imported 28.1 million cubic meters of softwood lumber from Canada, primarily for residential and commercial construction.
Trump’s proposed tariff would require U.S. companies to pay a 25% tax to the U.S. government when importing Canadian softwood lumber products, with the goal of encouraging those companies to invest in domestic production instead.
U.S. companies would likely attempt to recoup tariff-related losses by raising the price of Canadian softwood lumber, which would potentially impact the housing market by making building materials more expensive.
About 13.7% of the construction industry in the United States is made up of undocumented workers, which is the highest percentage of any industry
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Been researching IDYA to add to my custom biotech basket. Very strong pipeline with registry data on its flagship program by end of 2025 (darovasertib). After a huge rally, been cut in half and in a long down trend. Not buying now, but it's on my watchlist to add in the future. Perhaps around $18-19.
Well-funded with over $1B cash on hand.
This is M$ trying to fill the hype void Nvidia left (also tying to hype up "quantum" again).
A gasoline engine with turbo isn't nuclear vehicle.
MS is selling turbo and making people think its nuclear
Quantum computing is mostly limited to labs and nobody can really use it yet.
Google's "quantum" processors and M$'s will just pick pockets with hype
"Never one to be outdone in the marketing hype stakes, Microsoft also proclaimed 2025 as "the year to become quantum ready," claiming the industry is on the cusp of an era of reliable quantum computing, making this "a critical and catalyzing time for business leaders to act."
The issue with current systems is that the quantum bits – qubits – they are based on are generally too susceptible to environmental noise and prone to errors, making them largely impractical for real-world applications. They also need many more qubits than exisitng quantum processors, though many companies are working to scale up.
This isn't stopping Microsoft from peddling its Quantum Ready program, through which it aims to provide businesses with the insight and tools to build hybrid applications and invest in skills and access to reliable quantum systems.
The grievance leveled at proponents of quantum is that they have talked up the technology for decades and swallowed investment dollars, yet practical applications seem as far off as ever, as Huang articulated."
Nvidia plots Quantum Day after saying it's 20 years away
Don't believe the hype? GPU maker jumps on the bandwagon anyway
ZeroHedge has the best comments section of any website on any subject and they got this right on
Quantum Computing Stocks Soar After MSFT Unveils "Majorana 1" | ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
www.zerohedge.com
Defense cuts coming. I suspect they won’t impact PLTR but sold off on the news.
My AXON got trucked today. Flipped my personal account from green or red. A weird analyst downgrade and then defense cuts (even though AXON is more focused on police enforcement this seemed to cause a double whack). I would add, but still up well over 100%.
You sold at $80 if I remember right. So it would be a modest amount of the overall move......if we think it's going to continue higher.
People don't talk much about it, but 100x rev's is crazy. SNOW was up around those levels(may have been even higher) but then it crashed and it took a couple years to make even the post crash stock price reasonable.
Valuations are the least important of the big three for me (compared to sentiment and technicals), but those fundamentals are holy crap. LOL! But that doesn't mean PLTR can't go higher.
You sound like my crazy coworkers in 2000. (And the got wiped out on the high flyers). Valuations don’t matter, “it’s the new economy”. And they were right during 1998 and 1999, but…..
Eventually, valuations become #1….. every time
Very true.
But you need to know when the case has been cracked. I don't think it has at this point with PLTR. But as with all stocks need to keep that eye peeled. You mention technicals. So 50 day, 100 day and 200 day need to be on the radar.
You know that was 25 years ago, right? Even many of the top "value" investors have moved on from that POV.
1. Sentiment
2. Technicals
3. Valuations
The market is forward looking.
