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What other tech stock to consider?
- Thread starter Sanny
- Start date
Who do we think gets caught in the draft of the Model 3 euphoria? Can we still expect NVDA and MBLY tech to be in Model 3? Others?
In that the prior two posts mention Nvidia, perhaps someone well-versed in chips, AI and GPUs can chime in regarding the importance of the company's just-released news regarding its monstrous new chip. Does this have direct importance to Tesla or competitors?
Nvidia Unveils Massive Chip to Target 'Machine Learning'
Nvidia Unveils Massive Chip to Target 'Machine Learning'
Chickenlittle
Banned
I find it interesting that mbly has not rallied with tesla. Suppliers usually go up with companies. It may say something about tesla rise. Is it going up more on short interest covering?
tinm
2020 Model S LR+ Owner
Soooooo.... anyone else still in Western Lithium, now known as Lithium Americas? (They even changed their stock symbol to LACDF.)
Finally it's showing some positive activity, and I'm finally in the green after a long period of doldrums. I regret investing in this company because even though they talk about Lithium their main business has been manufacturing nasty chemicals used in fracking. Now that the stock seems to be jumping, I'm wondering when to exit. Greed says, stock around a bit more. Practicality says, get the hell out while you can.
I say, let greed and practicality duke it out a little more
Finally it's showing some positive activity, and I'm finally in the green after a long period of doldrums. I regret investing in this company because even though they talk about Lithium their main business has been manufacturing nasty chemicals used in fracking. Now that the stock seems to be jumping, I'm wondering when to exit. Greed says, stock around a bit more. Practicality says, get the hell out while you can.
I say, let greed and practicality duke it out a little more
Soooooo.... anyone else still in Western Lithium, now known as Lithium Americas? (They even changed their stock symbol to LACDF.)
Finally it's showing some positive activity, and I'm finally in the green after a long period of doldrums. I regret investing in this company because even though they talk about Lithium their main business has been manufacturing nasty chemicals used in fracking. Now that the stock seems to be jumping, I'm wondering when to exit. Greed says, stock around a bit more. Practicality says, get the hell out while you can.
I say, let greed and practicality duke it out a little more
I am finally going to dip my toe in that pool. The chart looks attractive in any event. 1000 shares for $600!
Today's market is responding super-positively to Nvidia's only slightly better than consensus 1Q numbers. NVDA reported $1.3bn in sales and 33¢ EPS vs. consensus of $1.26bn and 32¢. At 11am AK time, the stock is up 14.4% at $40.70, finally having broken its previous all-time high of $37.40 way back in Oct. 2007.
Automotive sector still represents a small fraction of this gaming-specialized GPU manufacturer - but there is very strong growth there.
Very happy today!
Automotive sector still represents a small fraction of this gaming-specialized GPU manufacturer - but there is very strong growth there.
Very happy today!
As well. Both an owner of NVDA stock and options. Good day for a good company. If they are a player in Model 3 and all other autonomous efforts, Katie bar the door. Autonomous driving is a fraction of their current revenue.
GBleck
Member
The autonomous driving is only one aspect. They graphics card is just a specialized device for matrix calculations. They have use on servers for cloud computing in some interesting areas as well as machine learning in the IoT space. Self driving cars are just the low hanging high margin fruit in a much larger tree. Could be really profitable long run.
Follow up to this post: What other tech stock to consider?
Novavax has continued to execute well, I won't bother to recap. I'd suggest those interested read the shareholder letter here: Computershare Viewer
I have followed this company for years. I recall when the percentage of shares owned by institutions was in the 50% range. Following shows general dates and % ownership over time.
8/15 67.87%
2/16 73.56
3/16 75.73
4/19/16 77.11
5/14/16 79.49
5/17/16 83.08%
Novavax has continued to execute well, I won't bother to recap. I'd suggest those interested read the shareholder letter here: Computershare Viewer
I have followed this company for years. I recall when the percentage of shares owned by institutions was in the 50% range. Following shows general dates and % ownership over time.
8/15 67.87%
2/16 73.56
3/16 75.73
4/19/16 77.11
5/14/16 79.49
5/17/16 83.08%
C
Yes you have followed them for years . I remember you recommending them in the summer of 2015 when if you bought then you would only be down 30 to 67 per cent or so. the stock is now under five dollars.
Yes you have followed them for years . I remember you recommending them in the summer of 2015 when if you bought then you would only be down 30 to 67 per cent or so. the stock is now under five dollars.
Kuka Aktiengesellschaft (KUKAF, they make most of the robots for the production line) was up 13% today. Not entirely sure why; the US ADRs are thinly traded and there's almost no news. Maybe it was just pent up demand from the (presumed) acceleration of the TSLA production line.
STACK - Stack - In terms of product development is advancing quite very well.
Here is an update that I posted in another thread: Ex-Tesla and NASA Engineers Make a Light Bulb That’s Smarter Than You
Company is in pre-Series-A funding stage.
Here is an update that I posted in another thread: Ex-Tesla and NASA Engineers Make a Light Bulb That’s Smarter Than You
Company is in pre-Series-A funding stage.
Novavax is up about 40% since I brought this forth again.
As Ocelot points out, it is indeed a loser from the time I first posted, however at the time it went from 8.84 to about 15. The overall market then tanked.
The fundamentals have not changed...
Ocelot can argue with me, but it is easily seen that Fidelity owns about 15% of the company (I think this is the maximum allowed).
Bearish George Soros started a position of about 30,000 shares, another person to argue with.
They have Phase 3 data rolling out, widely expected in August.
They have confirmed that they expect to announce a partner in the coming months for sales/marketing outside of the US.
They have announced another site to build out for worldwide commercialization along with plans to increase workforce by 850 (499 total last week).
I am happy to share more but have been chastised a bit by the mods here...
As Ocelot points out, it is indeed a loser from the time I first posted, however at the time it went from 8.84 to about 15. The overall market then tanked.
The fundamentals have not changed...
Ocelot can argue with me, but it is easily seen that Fidelity owns about 15% of the company (I think this is the maximum allowed).
Bearish George Soros started a position of about 30,000 shares, another person to argue with.
They have Phase 3 data rolling out, widely expected in August.
They have confirmed that they expect to announce a partner in the coming months for sales/marketing outside of the US.
They have announced another site to build out for worldwide commercialization along with plans to increase workforce by 850 (499 total last week).
I am happy to share more but have been chastised a bit by the mods here...
Since seeing Pure Energy Minerals mentioned on TMC, I've searched and think I've found most everything on the web that speaks to it's chances of succeeding and by doing so, become a new U.S. based supplier of lithium to the GigaFactory, per a conditional agreement signed with Tesla. If Pure Energy can both prove Bateman's lithium extraction technology works at a robust pilot scale AND firms up their proven reserves of lithium bearing brine; does anyone on the forum disagree that Tesla will provide them with any engineering expertise they could use, as well as add'l capital if needed? I can't imagine TM not doing this, as it would give them a local major supplier rather than depend on China and Latin America for critical lithium. And at a lower cost than other suppliers.
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