All things STOCKS

[Majors]

He’s on CNBC at 7pm. I doubt if he’d have it on his calendar if the outlook was meh.

Traders have no idea how to price the shares. Down 3%. Up 2%.

Just needs to break out of this 6 month stall.

 

[Go aeiou]

LT for this year. I see it getting to $100 by December. it's why I bought loads of it yesterday. The earnings were really impressive and the call was even better.

Aren't they abandoning weight loss drugs? What do you think they are good at?

 

[Go aeiou]

He’s on CNBC at 7pm. I doubt if he’d have it on his calendar if the outlook was meh.

Traders have no idea how to price the shares. Down 3%. Up 2%.

I bought NVDA 3 times today, but I'm not buying at $130+.
The unknown seems to be primarily caused by Deepseek.

 

[mrorange211]

What did she buy that at? If I saw right she bought 50-$150 calls for a Jan of 2026? That's a stupid trade unless you know something. imho.

while I lost some last time I tried, GOOG has dipped quite a bit and I may buy into this trade again today.

Aren't they abandoning weight loss drugs? What do you think they are good at?

Also, Semaglutide was not included in the FY2025 guidance post Q1 and yet the guidance was raised by 56% to $2.3B-$2.4B v $1.0B estimate.

Check out the growth:


CEO says his goal is 10 million subs by 2028.

 

[Thunder Good-Oil]

while I lost some last time I tried, GOOG has dipped quite a bit and I may buy into this trade again today.


View attachment 724813

Also, Semaglutide was not included in the FY2025 guidance post Q1 and yet the guidance was raised by 56% to $2.3B-$2.4B v $1.0B estimate.

Check out the growth:
View attachment 724814

CEO says his goal is 10 million subs by 2028.

I don’t know about a short term trade, but I’m feeling better about holding GOOGL for the long term. YouTubeTV is taking a lot of subs away from cable TV. They’re into robotics and FitBit can be big in healthcare. The mapping/Waze segment(s) complement targeted advertising which alone is extremely valuable. The downside is that they’re huge and have made hundreds or thousands of acquisitions. But at least they aren’t hesitant to bail out on mistakes. Such as when they owned Scott Studios radio automation but sold it to WideOrbit.

Their suite of business systems was getting a solid base of small/medium sized companies and was becoming competitive with MicroSoft Office. I haven’t kept up with how that has been doing.

They’ve built a lot of subscription based and ad supported revenue streams and have the ability with AI to manage them efficiently.

I think everybody needs to hold AMZN, GOOGL, AAPL, and maybe MSFT. I’m not as enthusiastic with META but they keep on growing. TSLA and NVDA are more narrowly focused on pieces of the internet/IT universe. TSLA ought to get back to batteries and power systems instead of vehicle manufacturing. They should possibly partner with the Fords, GMs, Toyotas, etc instead of trying to be one of them.

 

[mrorange211]

Any idea why we ramped at close?