The Rokslide Stock Traders Thread

[LFC911]

Bought some NFLX today...Netflix (NFLX) surged 8.21% after opting out of a costly Warner Bros. deal, securing a $2.8 billion breakup fee and signaling a disciplined capital approach, while the broader market fell 0.77%.

 

[Idaboy]

Rocky day...entry point for CRWV or NVIDIA?
What are you buying?

 

[BBob]

NVIDIA

I'm looking for 172 ish to happen and see how it looks there. It's got some support at 177 though so will have to watch what it does there.

 

[LFC911]

I bought NVDA at $195 and about to hit my 10% stop loss...your call. If you do the opposite of me you might be better off lol.

 

[Pharmseller]

Every fookin time NVDA beats earnings expectations it gets hammered.

 

[Beendare]

Rocky day...entry point for CRWV or NVIDIA?
What are you buying?

I still think that Data center space has plenty of room to run...but CRWV is not my favorite in that space. NVDA has grown their earning to where it's a decent PE now.....not a bad buy in price. This is why I like those companies with a huge profit margin, they grow into high valuations quick. I think the rumors of NVDA chips being replaced by something else is overblown- at least in the near term. They seem to be allocating capital well, unlike other big profit companies like META.

Personally, I have a lot of exposure to that data center sector due to those stocks growing like a weed- thats a good thing but I don't want to buy more now.

I did buy more BX- a pretty good chunk actually .......and a little more NVO to dollar cost avg lower in that one. I don't think the pro's have figured out NVO will still make a big profit on their stuff.

BX is the cream of that private equity crop- smartest folks in the room. Their assets are less affected than the smaller players. They have had an incredible return on assets in the last decade and are still raising capital when others are slowing. It's at $113 and Morningstar has their fair value at $178. Their assets are in good sectors with good returns. I think it's a rare no brainer at this price.

 

[Axlrod]

Every fookin time NVDA beats earnings expectations it gets hammered.

Beat earnings, AND had Over 70% gross margin. That's the margin you have if you are printing money!
I thought this time would be different. I bought again on Monday...