- Jan 8, 2005
- 2,071
- 723
I feel like this is just a repeat of the spring. Except this time we have a much better idea of which companies thrive with the virus scaring people.
OFFICIAL STOCK MARKET AND ECONOMY THREAD VOL. A NEW CHAPTER
- Thread in 'General' Thread starter Started by johnnyredstorm,
- Start date
- Feb 6, 2010
- 6,242
- 1,967
This thread been the best one on NT.
Keep the community going fellas.
GM's announcement with Cadillac is eye opening around the self driving. Auto makers finally pivoting and putting money behind it
Keep the community going fellas.
GM's announcement with Cadillac is eye opening around the self driving. Auto makers finally pivoting and putting money behind it
- Apr 4, 2008
- 74,936
- 24,349
Trimmed a little twlo since I got very long after earnings and moved that money to TDOC. Monster guidance that doesn’t factor in lvgo.
- Jul 13, 2005
- 35,389
- 27,008
My savings account is hoping for a AAPL pop after tomorrow.
- Jan 7, 2004
- 28,043
- 10,466
Jumping back into FSLY under $70. Yeah, bad news with TikTok and ER but 40+% a drastic overcorrection. Plus
johnnyredstorm
alluded to this, I like the Signal Sciences acquisition.
Edit:
My hunch is green in 6 hours to recover some (roughly half?) of Wednesday's massive losses. Then small green Friday, if majority of big tech players report well.
johnnyredstorm
alluded to this, I like the Signal Sciences acquisition.Edit:
My hunch is green in 6 hours to recover some (roughly half?) of Wednesday's massive losses. Then small green Friday, if majority of big tech players report well.
Last edited:
- Apr 4, 2008
- 74,936
- 24,349
Shop needs to come through with big GMV numbers. Big bear there bodes well for the economy. I think we capitulated and we’re ready to rebound slowly.
- Feb 4, 2012
- 14,173
- 6,430
- Jul 20, 2012
- 4,439
- 4,653
PINS
With the home run walk off
congrats to the share holders
With the home run walk off
congrats to the share holders
- Jul 17, 2017
- 592
- 853
- Apr 4, 2008
- 74,936
- 24,349
Now if FSLY can back to life 
SHOP with a monster quarter down
ETSY with a solid quarter and solid guidance, mask sales barely being a growth driver, down
I bought back some ETSY today, had to trim TWLO down to equal weight to do it. Added more TDOC. Would've bought more SHOP if I had the cash. Portfolio is in set it and forget it mode. In 5 years I will either have a good gain, or be divorced. We shall see.
SHOP with a monster quarter down
ETSY with a solid quarter and solid guidance, mask sales barely being a growth driver, down
I bought back some ETSY today, had to trim TWLO down to equal weight to do it. Added more TDOC. Would've bought more SHOP if I had the cash. Portfolio is in set it and forget it mode. In 5 years I will either have a good gain, or be divorced. We shall see.
- Jul 17, 2017
- 592
- 853
Now if FSLY can back to life
SHOP with a monster quarter down
ETSY with a solid quarter and solid guidance, mask sales barely being a growth driver, down
I bought back some ETSY today, had to trim TWLO down to equal weight to do it. Added more TDOC. Would've bought more SHOP if I had the cash. Portfolio is in set it and forget it mode. In 5 years I will either have a good gain, or be divorced. We shall see.
This news of tic toc pulling most of it's traffic, you think that's cause of the trump administration fight and if things get figured out it will reup with fastlys network or do you think they will move to a new network when it's all said and done?
- Mar 19, 2013
- 47,259
- 96,825
PIN$
- Nov 17, 2013
- 1,198
- 1,025
Really do not like the volatility on FSLY.
Don't know what to make of them honestly. For this reason, I've stayed away.
**** might go down to $50 or back to $100 by EOY. Who knows?
Don't know what to make of them honestly. For this reason, I've stayed away.
**** might go down to $50 or back to $100 by EOY. Who knows?
- Nov 3, 2011
- 26,535
- 29,752
Dog, I'm sick. Sold my shares a few months ago and was supposed to buy back in. Stuck holding Fastly, Draft Kings, Tesla, Pfizer and Netflix.
- Nov 17, 2013
- 1,198
- 1,025
How do you guys feel about Chinese stock?
I'm about to build decent positions here:
BABA (small position already)
JD (small position already)
TCEHY
NIO (speculative play)
The NIO play here is speculative but I believe the other 3 are rather solid companies.
I'm about to build decent positions here:
BABA (small position already)
JD (small position already)
TCEHY
NIO (speculative play)
The NIO play here is speculative but I believe the other 3 are rather solid companies.
- Aug 13, 2013
- 7,884
- 2,014
Congrats to those holding PINS. Must be a good amount of y’all in this thread
- Nov 3, 2011
- 26,535
- 29,752
I had Baba and PDD. Both did good.
- Jul 29, 2012
- 2,625
- 2,633
- Jul 29, 2012
- 2,625
- 2,633
Can't go wrong with baba and tencent. I got xpeng too for long term. Those tsla knockoffs look good
- Nov 17, 2013
- 1,198
- 1,025
Beautiful!!!
- Oct 10, 2005
- 21,568
- 12,403
Anyone taking any calls on AAPL today?
- Sep 1, 2008
- 15,237
- 4,607
Pins is a dope app. So many cool ideas. Snap I feel is going downhill, but I been saying that for a while and it’s still around.
- Apr 4, 2008
- 74,936
- 24,349
They're using Akami right now and it seems like they might stay there. It's really all related to Trump's xenophobia and lost war on China. His failures killed the buzz for this one. Idk if they'll join back up, but Bixby said he's confident in their ability to replace the lost revenue and is very bullish. I think he sandbagged guidance to get Wall Street back on his side next quarter with Signal Sciences and everything coming their way.
Gotta do what works for your risk threshold. If you like the story and the massive TAM, you could just buy a few shares, lotto sized, and let your risk and emotions be managed that way. I'm doing that with JMIA and PLTR. 25 shares in both, they either work or fail, I make money or I don't. Both going to 0 won't affect me.
Getting bullish on China now because of Jumpoff Joe Biden. Long TCEHY, very interested in BABA but don't have the room for it. JD and PDD have some ridiculous numbers and charts look very favorable right now.
Cut DDOG in half to add more SHOP. now my biggest holding. Cut PTON on the Citron hit piece, don't need that drama.
Portfolio is now in rough size order:
SHOP, ROKU, NVDA, AAPL, TWLO, SQ, PINS, FSLY, SNOW, SE, CRWD, ZM, DIS, TDOC, NET, DDOG, DKNG, ETSY, NVTA, FTCH, JMIA, PLTR. Not looking to make any sales at this point, like the allocations, would only add to positions when I add new money in.
