Talking Stocks 2.0

[huncho]

for those still in bbig - form 10 finally filed for tyde

https://newsfilter.io/a/091d6d9a9e5b...69ef85b9498118

maybe we go for another ride soon lol

[MrGoat]

Originally Posted by huncho

for those still in bbig - form 10 finally filed for tyde

https://newsfilter.io/a/091d6d9a9e5b...69ef85b9498118

maybe we go for another ride soon lol

Lol, I exited 95% of my position last week. I hope it runs for you guys!!


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[7sins]

Originally Posted by huncho

for those still in bbig - form 10 finally filed for tyde

https://newsfilter.io/a/091d6d9a9e5b...69ef85b9498118

maybe we go for another ride soon lol

Still no record date lol, will wait to completely exit on that announcement. Can't wait to be fully out of this position. Will be interesting to watch today, vol will be off the charts.

Record Date
We are still awaiting more information on the record date and distribution dates of TYDE shares. But even on the form – this information is not available. But now that Cryptyde Inc has been registered to publicly trade on NASDAQ – These dates will be announced sooner rather than later.

[superdog]

Originally Posted by superdog

I put a bunch into Microsoft and Apple on Friday. Likely should have waited. But I’m long term anyway.

In a bit of physical pain right now. But I too expect it to get worse before it gets better.

At the moment, I sure am glad I bought so much Microsoft the other day.

Hope today stays this way. We could all use a nice day.

[huncho]

Originally Posted by 7sins

Still no record date lol, will wait to completely exit on that announcement. Can't wait to be fully out of this position. Will be interesting to watch today, vol will be off the charts.

Record Date
We are still awaiting more information on the record date and distribution dates of TYDE shares. But even on the form – this information is not available. But now that Cryptyde Inc has been registered to publicly trade on NASDAQ – These dates will be announced sooner rather than later.

giant mess everywhere, although the new management seems to be a bit better but still no news on india launch or numbers or growth or whatever else. zero pr all over. not sure what they're doing

[scarlet knight]

I like MSFT, AAPL, GOOGL, AMZN and FB. All knocked down with high growth rates.

I also went against my cautious type and bought some energy stocks. CVX, XOM, CNQ and HAL. Even with EV cars, industry runs on oil and gas.

Finally, I see Russia and China acting badly. LMT, NOC, RTX. These companies have contracts that go to 2045. I don’t see world peace breaking out anytime soon.

[Laszlo]

FED hikes are being priced in which is good as well. Lessons any shocks. At least from that perspective.

[gabrielnovar]

Quantumscape claiming their SS battery can charge 80% in about 10 min..whoooaaaa

[m j b]

I was able to make a little bit of money on BBIG, thanks guys for the reccy. I'm out now. Too volatile for me.

[330ci]

Another day of heavy losses for me

[HippoPAPAmus]

AUPH




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[jltait]

Originally Posted by scarlet knight

Finally, I see Russia and China acting badly. LMT, NOC, RTX. These companies have contracts that go to 2045. I don’t see world peace breaking out anytime soon.

LMT and INTC are where it’s at. These are the only two stocks IMO that are of too great national importance to fail, particularly as we begin to go to war with Russia and China within the next decade. Lately they’ve been volatile, like everything else, but they’re not going anywhere anytime soon. Just glad I don’t own a peloton.

If y’all are looking for a new trade, check out ZIM the Israeli shipping company. No debt, printing $1 per share per day in free cash flow and an impending special dividend that is likely to blow the socks off of anyone watching. Technical traders will love the chart too.

[m j b]

Originally Posted by jltait

If y’all are looking for a new trade, check out ZIM the Israeli shipping company. No debt, printing $1 per share per day in free cash flow and an impending special dividend that is likely to blow the socks off of anyone watching. Technical traders will love the chart too.

OMG, according to Yahoo! Finance:
PE Ratio (TTM) 2.20
EPS (TTM) 28.01
Forward Dividend & Yield 10.00 (16.24%)

There must be a catch; it looks too good to be true. I'm going to do some more research, but thanks for the idea, Jared!

[scarlet knight]

Originally Posted by jltait

LMT and INTC are where it’s at. These are the only two stocks IMO that are of too great national importance to fail, particularly as we begin to go to war with Russia and China within the next decade. Lately they’ve been volatile, like everything else, but they’re not going anywhere anytime soon. Just glad I don’t own a peloton.

If y’all are looking for a new trade, check out ZIM the Israeli shipping company. No debt, printing $1 per share per day in free cash flow and an impending special dividend that is likely to blow the socks off of anyone watching. Technical traders will love the chart too.

Hope we don’t engage in actual war with Russia or China. If we do, the covid quarantine will look like a picnic.

[jaisonline]

Anyone find this fella’s info help / accurate?

BBIG

https://twitter.com/ihors3/status/14...360606208?s=21

[huncho]

Originally Posted by jaisonline

Anyone find this fella’s info help / accurate?

BBIG

https://twitter.com/ihors3/status/14...360606208?s=21

seems like the same old story with this stock. crazy short interest, crazy costs to borrow, undervalued at 300m, but all the buys get routed to the dark pool so it doesn't even matter. the definition of shady business

[joewang1988]

I am still Long stocks right now. Fundamentals still look good and just buying dips on where I can. Have some hedged in commodities as well. SLV, PPLT, GLD

I like PYPL, TSM, ASX, Goog to name a few

Someone also mentioned ZIM earlier. I picked some up end of last year myself when I saw the high div yield. So far so good..

[Doc Savage]

Originally Posted by joewang1988

I am still Long stocks right now. Fundamentals still look good and just buying dips on where I can. Have some hedged in commodities as well. SLV, PPLT, GLD

I like PYPL, TSM, ASX, Goog to name a few

Someone also mentioned ZIM earlier. I picked some up end of last year myself when I saw the high div yield. So far so good..

I think your commodity play is wise right now.

The dips aren't over, imo.

[EndlessEight]

I have the same strong opinion.


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[330ci]

Hopefully today is a good sign of things finally bottoming out on my end. +7% on the day so far. First time I've wanted to check my notifications in a few months

[AshCashEmAll]

“Credit Suisse Initiates Coverage On Vivid Seats with Outperform Rating, Announces Price Target of $16.”

SEAT is grossly undervalued IMO. I have extreme confidence that this next earnings will prove the growth and strength that is yet to come. I am glad there is some light being shined and I continued to add when warrants went below $2.


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[joewang1988]

Green day across the board today fellas! WOOT WOOT!

[NYG1121]

PYPL. Ouch!

[RBradleigh]

Glad to see NFLX creep back though of course it sucks not getting out at 600+ shoulda coulda woulda. And thankful to have used that extra paycheck to pickup a share of GOOG a couple of days ago.

Any thoughts on Market manipulation? Whales all selling at the same time and then massively purchasing the price dips? Maddening!


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[ELLimon]

Google 20-to-1 split!!!


Let’s see where the stock goes in the next few days

[7sins]

Originally Posted by NYG1121

PYPL. Ouch!

Would be SUPER cautious with PYPL. New IRS rule says any business that generates over $600 in third party systems like PYPL has to report the income and pay taxes. This, I suspect, will be detrimental to Paypal's business and revenue. Perhaps a buying opportunity where a floor forms but not right now, will be quite the slide down. Listened to ER and it was terrible, also awful guidance. Be very careful if anyone looks to bottom fish here.

[7sins]

For anyone along on the ride with AUPH, more good news, cowen today re-iterates $35PT with below research piece, worth the 2 minutes to read.




Also notice the peculiar short covering, almost at 2x by over 3M shares, that should ease downward pressure on the stock too.

[HippoPAPAmus]

Originally Posted by 7sins

For anyone along on the ride with AUPH, more good news, cowen today re-iterates $35PT with below research piece, worth the 2 minutes to read.




Also notice the peculiar short covering, almost at 2x by over 3M shares, that should ease downward pressure on the stock too.

As usual, thanks for the info. I added to my position in the $15s and intend to see this through.


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[huncho]

i feel like paypal is gonna be double digits at this rate since it's still overvalued even by last years standards. now with markets being much more strict with valuations it's hard to tell when these tech stocks will stop free falling and what the new normal will be for their valuations. it's making me think it might be best to trim a good amount of my sofi position after earnings (the 2023 leaps probably). my worry is it goes below 10 because even at 11-12 the P/S is very inflated. think they crush earnings still and haven't been this bullish on a company but think there might be a lot of short term pain here for options and possibly not enough time for the price to recover and i don't want to be put in the position of being down 60+% again like i was last week. 2024 leaps feel ok but not sure about the 2023s now lol. gonna wait for either a pre earnings move up or post earnings to make a decision though

curious to hear your guys thoughts for those that are still in sofi

[7sins]

Originally Posted by huncho

i feel like paypal is gonna be double digits at this rate since it's still overvalued even by last years standards. now with markets being much more strict with valuations it's hard to tell when these tech stocks will stop free falling and what the new normal will be for their valuations. it's making me think it might be best to trim a good amount of my sofi position after earnings (the 2023 leaps probably). my worry is it goes below 10 because even at 11-12 the P/S is very inflated. think they crush earnings still and haven't been this bullish on a company but think there might be a lot of short term pain here for options and possibly not enough time for the price to recover and i don't want to be put in the position of being down 60+% again like i was last week. 2024 leaps feel ok but not sure about the 2023s now lol. gonna wait for either a pre earnings move up or post earnings to make a decision though

curious to hear your guys thoughts for those that are still in sofi

I think with SOFI you can't look at the current P/S as reflective of the future. Now they have their bank charter, margins and revenue will grow exponentially, which will lower their P/S. Would not under-estimate the impact of officially being a bank now illustrated by the chart below, that is an estimate~80% INCREASE in EBITDA by having the bank charter THIS year. Also don't forget Noto was a key player at GS Investment Banking, he has deep ties to make sure this company succeeds. If they hit the below charted projections (which would be one hell of a CAGR) I would expect the price to be well north of $25 over the years, if not much higher. ER is 3/1 and will be adding to my 2024 position prior.

Incredible buying opportunity here at $12 but hear you the remaining year will be volatile. If you are worried about 2023 calls, just roll them to 2024 at a slightly higher strike and it won't cost you anything while buying you more time.