The Rokslide Stock Traders Thread

[eddielasvegas]

What does everybody think of Microsoft?? Everything looks like there’s a ton of upside on it but it’s been a dog for me so far


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My 2 cents is if you want a high probability of NOT losing your principal, with growth stock upside, then MSFT is a excellent choice. Long term 3+ years) is the play on MSFT IMHO.


Eddie

 

[eddielasvegas]

That was a pretty insane pop, I’m sure lots of people took nice profits and jumped ship. Will probably be some better entry points in the coming months.

Yes, today's drop caught my eye fur sure. I'm going to be patient given the upcoming hold period expirations, but I see myself being a buyer if the decline continues.


Eddie

 

[MarkOrtiz]

It's doing exactly what I heard it would do from my financial guy. Sell fast, peak up after 40-50% growth, drop when people sell and take profits, then drop back down to around opening price. His next prediction is slow growth until the 6 month mark when employees can sell. Drop again, then 200% growth over the next year.

 

[SWFLhntr]

Sounds like you and I are in the same boat. I don't have a ton of it, but enough to matter. I think it has to go up? Or not.

Make that three. I'm like wtf? I keep buying these dips though

 

[Beendare]

My portfolio is heavily weighted to Data center stuff and man is it volatile. Some huge swings lately.

Yesterday MU was down 10% and today it's up 15% on great quarterly EPS and guidance. It's a good problem to have but I need to start doing some tax managing/planning.

SPCX is down below what most people bought it at on the open, Around $160. You guys that own it, what are you doing?

I know a couple of people that own it and it appears their strategy is; Hope. The difference between SPCX and the META I rode up and back down is META has earnings where SPCX earnings are a decade out.

 

[Jesse Jaymes]

Palantir a Buy Now ?

 

[bozeman]

I sold my SPCX allotment for about a 20% gain. Didnt plan to hold it, just wanted 'in' and I got allotted less than 1/3 of what I requested.......

 

[BBob]

Palantir a Buy Now ?

On technicals yes, it might be a time to buy but it's on the edge of a cliff and could go lower. Will they swoop in and save it at this level??? I'd like to see it at more like $80 though. Lots of support there, a little at $100. Place your bets

 

[Beendare]

My take on Palantir;

I don't know about technicals ...but I've seen this a hundred times with these high flyers getting run up on hype to ridiculous valuation metrics (ahem, SPCX is in that boat currently) then they fall flat.

Even with PLTR latest 85% earning surge it's still only making $.89 per share in earnings, not much for a $100 plus stock...[let alone when it was $200] They had a couple disappointing quarters in the past- not good for a stock that is priced to perfection, it has to perform, if not they get slammed. So many examples of this with high flyers of the past.

PLTR has gone from the hype stage to the show me stage and investors want to see them justify their sky high valuation- and they haven't. Plus they have some strong competitors like Palo Alto Networks who is doing well.

Seems like this last quarter was a good start, now if they can follow that with a couple more quarters like that the stock should rebound. The question for me is always, what happens now. With PLTR thats; Is their business model capable of ramping up with 100% yearly growth? It seems they have been held back- maybe due to lack of top talent? They seem to be able to get any contract they want but are being limited by something.

 

[CorbLand]

Definitely seem to be out of the speculation stage in a couple sectors and people are wanting to see results. Could make a few things interesting.

I think AI has a tough sled to pull for the next bit. Hype ran their investments, investors want to see results and data centers needed are meeting a lot more backlash than I think was expected. Still a gold mine of an investment if you get the right one but I wouldn't be counting on the quick money we saw in the last couple years with it.

 

[BigDog00]

Palantir a Buy Now ?

Its likely going to drop further because I bought some this morning.

 

[Doc Holliday]

Palantir a Buy Now ?

PLTR is very expensive....trading at around 87X forward earnings

Especially when compared to NVDA @ 22X, GOOG @ 21X, MSFT @ 21X and META @ 20X

 

[Beendare]

PLTR is very expensive....trading at around 87X forward earnings

Especially when compared to NVDA @ 22X, GOOG @ 21X, MSFT @ 21X and META @ 20X

Yeah, i did a quick dive into PLTR since I don’t really follow it. I didn’t spend much time but there is some not so good news on it, HERE

I think i might buy a little more NVDA here. It should be $300 by Christmas.

What do you think about SNAP as a buyout candidate? 450M users. Might be worth a nibble.

 

[Doc Holliday]

Yeah, i did a quick dive into PLTR since I don’t really follow it. I didn’t spend much time but there is some not so good news on it, HERE

I think i might buy a little more NVDA here. It should be $300 by Christmas.

What do you think about SNAP as a buyout candidate? 450M users. Might be worth a nibble.

Man Ive never really looked into SNAP. Will have to check it out!

 

[gmartin]

Alright, I need to start trading a little here and there (fun money)
What’s the best app/site?
Heard good things about webull?
Thanks

I use Robinhood and E*trade…. Robin Hood is probably a bit more user friendly to someone new to the game

 

[BBob]

Its likely going to drop further because I bought some this morning.

You caught the bounce!!!

 

[Jesse Jaymes]

I bought NVDA instead of PLTR.....go figure

 

[BBob]

I bought NVDA instead of PLTR.....go figure

Technically it’s not in a bad spot to be buying.

 

[Beendare]

Friday's sure are getting to be a predictably down day for tech....somebody is making a killing trading that and it sure isn't me. frown
......


It looks like Michael Saylor holds Bitcoin's future in his hands.....though he has made a significant sum already from his company.

His MSTR and other funds are selling at a discount to the price of bitcoin as he owns it at a much higher level, $77,000+. His funds went from 7 years of dividend coverage to 14 months way too quickly.

It looks like there are a few of the influential Bitcoin outfits pleading for Saylor to stop buying and beef up his cash reserves instead.

I'm agnostic on the whole thing and don't really care either way except that I hate to see folks get hurt on this wild speculation. I hope it recovers...but I don't know why it would.

Good article on Zero Hedge today HERE

 

[eddielasvegas]

Friday's sure are getting to be a predictably down day for tech....somebody is making a killing trading that and it sure isn't me. frown
......


It looks like Michael Saylor holds Bitcoin's future in his hands.....though he has made a significant sum already from his company.

His MSTR and other funds are selling at a discount to the price of bitcoin as he owns it at a much higher level, $77,000+. His funds went from 7 years of dividend coverage to 14 months way too quickly.

It looks like there are a few of the influential Bitcoin outfits pleading for Saylor to stop buying and beef up his cash reserves instead.

I'm agnostic on the whole thing and don't really care either way except that I hate to see folks get hurt on this wild speculation. I hope it recovers...but I don't know why it would.

Good article on Zero Hedge today HERE

I sold my STRK and MSTY late last year and early this year and had a small loss of $300. I've never been so happy to take a loss. If I sold today my loss would have been $30k.

My guess is Saylor will go down with the BTC dingy (it was a ship, VLCC to be specific, a couple years ago) but even the vessel is shrinking just like BTC. While the BTC dingy founders, he will continue to buy more (if he can) and continue espousing all its merits.

I certainly see, and like, some of what BTC can offer compared to fiat currency, but it's still all about what the next person will pay you at this point.

And much of the validation and acceptance needed by BTC is what will make it just like a digital fiat currency IMHO.

OTOH, I could be completely wrong on this topic, but time will tell.



Eddie