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What other tech stock to consider?
- Thread starter Sanny
- Start date
Hats off to you. I have a good core stock position but missed a golden opportunity short term. I bought and sold 40 May 12 $125 calls for pennies yesterday. Should have held on to them for a 20+ bagger today
Picked up some SNAP at $18 in after hours trading yesterday. Nice 6% gain for the day.
I know the opinion of this stock here is bearish but my prediction is it'll be $50B+ in a few years.
I know the opinion of this stock here is bearish but my prediction is it'll be $50B+ in a few years.
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Sorry for the dumb question: I just follow TSLA, and it's the only stock I'm comfrtable with. But NVDA is interesting... do you think it's too late to jump on the bandwagon? What do you forecast?
I feel uncomfortable giving people investment advice. My only comment is to indicate what I am doing at this point. Realize I already have sizable exposure by percentage of my overall holdings in NVDA.
So, I am not adding shares at this point in time. I did add a couple J18 $100 LEAPS when NVDA was at about $130. These purchases were with my basket of money that I have to invest in options. It is money I can afford to lose and I look at it as a good risk/reward.
mickificki
Member
Missile Toad
MSLR Wht/Blk/19 | OD 6/10/21 | RN11512
Visionary leader. Continual innovation. Users who love their product.
The core market of Snapchat users - the college student demographic overwhelmingly prefer Snapchat over Instagram or FB. As always for companies that have potential to become very big (e.g. Tesla), you look for a product that some group of users really love. You also pay attention to what the college and younger demographic is doing because they are a good indicator of the future.
SNAP is not TWTR. Twitter is the same product as 10 years ago. Snap has continually innovated and hence why FB is so aggressively copying their features - they are a threat. But I believe Snap is fundamentally different from Facebook such that the two will co-exist. They serve fundamentally different needs - this is somewhat difficult for someone who does not use Snapchat.
Plus, acquisitions such as Instagram and WhatsApp essential set a bottom for what SNAP is worth, roughly $15-20B. Worst case is an acquisition target by one of the giants (FB, GOOG, AAPL etc.)
Of course there are bear arguments. Slow user growth being the biggest overhang right now. But of the companies with some chance to turn into $200B companies AND still worth just $20B now, if there is another one, I'd like to know about it.
bdy0627
Active Member
I'm wishing I hadn't sold NVDA at ~ $100 thinking a correction was coming. Sentiment is really strong and now with the Toyota announcement, the share price continues to soar. P/E is 44. This is a computer chip company with a strong lead in supplying products for AI/autonomous stuff. Thoughts on how high this could/should be valued?
jelloslug
Active Member
ValueAnalyst
Closed
Would be nice to have this as a dedicated thread to encourage more participation.
We all ended up in TSLA, which seems to be doing great so far, so we should put this great collection of minds to further use.
We all ended up in TSLA, which seems to be doing great so far, so we should put this great collection of minds to further use.
Reciprocity
Active Member
Wow, someone else follows LPP. I original got involved with there indigogo campaign to raise money for the Tungsten cathode. Love the fact that there solution is so simple and compact. Could be used in a lot of places, including space. I have not invested beyond the indigogo campaign, but I certainly hope to at some point.
I follow, and own,
ALB, Albemarle, since they bought Rockwood holdings a few years back (Li processor(,
Western Lithium which became LACDF becoming Lithium Americas and has a nice A/D (accumulation distribution) line trending upwards as a long term,
NVDA, Nvidia (bought at about $62 or so) (when Tesla and MobilEye had their spat)
got some VWDRY Vestas wind (also nice A/D line) when I saw a blade of a wind turbine and a nacelle on the washington DC beltway late at night heading north, dont know whose it was, but I see turbine farms going in everywhere, when i visited Ireland, Rochester, NY, flew over wind farms going from DC to SAN Diego)
and naturally TSLA
The collapse of electrical utilities occuring starting about 5 years ago over the next 10 years.
They need electricity PV, Wind turbines, battery and PV farms, and electric vehicles. (drive North south along the east coast of the US and see Photovoltaic farms, Wind turbine farms, PV on a lot of houses for distributed generation, read about South Australia and their Virtual Power plants where small arrays are aggregating into multi megawatt "generating plants" read about the coal plants destroying rivers with coal ash and peoples lives and homes
I have also looked at renewables, and oil data sets that BP publishes every year and noted the doubling about every 1.5 years of renewables, and thought, who goes into them
BP will publish the free one again in a few weeks for 2017, meanwhile you can get the 2016 excell spreadsheet
Statistical Review of World Energy | Energy economics | BP Global
ALB, Albemarle, since they bought Rockwood holdings a few years back (Li processor(,
Western Lithium which became LACDF becoming Lithium Americas and has a nice A/D (accumulation distribution) line trending upwards as a long term,
NVDA, Nvidia (bought at about $62 or so) (when Tesla and MobilEye had their spat)
got some VWDRY Vestas wind (also nice A/D line) when I saw a blade of a wind turbine and a nacelle on the washington DC beltway late at night heading north, dont know whose it was, but I see turbine farms going in everywhere, when i visited Ireland, Rochester, NY, flew over wind farms going from DC to SAN Diego)
and naturally TSLA
The collapse of electrical utilities occuring starting about 5 years ago over the next 10 years.
They need electricity PV, Wind turbines, battery and PV farms, and electric vehicles. (drive North south along the east coast of the US and see Photovoltaic farms, Wind turbine farms, PV on a lot of houses for distributed generation, read about South Australia and their Virtual Power plants where small arrays are aggregating into multi megawatt "generating plants" read about the coal plants destroying rivers with coal ash and peoples lives and homes
I have also looked at renewables, and oil data sets that BP publishes every year and noted the doubling about every 1.5 years of renewables, and thought, who goes into them
BP will publish the free one again in a few weeks for 2017, meanwhile you can get the 2016 excell spreadsheet
Statistical Review of World Energy | Energy economics | BP Global
wsucougz
Member
Took a small position in TWLO today. Anyone else in it?
Strong technology, engineering culture. Visionary CEO. Stock has taken a beating after a big post-IPO run.
Strong technology, engineering culture. Visionary CEO. Stock has taken a beating after a big post-IPO run.
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