What other tech stock to consider?

[ggr]

I have followed and bought ENPH when they were trading in the 5$ range. I made a mistake of selling half when they got to 35$. I compounded my mistake by selling Feb 21 calls as I thought the stock had run up quite a bit. I was forced(well not forced but I did not want my sold calls to get exercised) to buy to close those calls.

ENPH was up 45% after earnings. I agree that there seems to be room for both ENPH and SEDG to grow. I bought some SEDG just before their earnings. Market caps are too big to be considered as likely acquisition targets for TSLA. Has TSLA acquired any public company in the past?

Yes, Solar City and Maxwell were both public. Maybe others I'm forgetting.

 

[Zloy]

Does anyone know what's "wrong" with CSIQ - Canadian Solar? They are consistently profitable and seem to be priced low when looking at PB ~1.0, PE ~6.5, PS ~0.4. The CEO/Founder offered to take it private, I think about two years ago, at around ~$18.00 but it was declined. They've recently announced a $150m share repurchase program (will remove ~16% of float if completed at around current price ~23.00).

I've been accumulating some CSIQ over the years but I am thinking to commit much more as it does seem like a good company to be in. Unless I am missing something.

 

[Dare]

I got off the SPCE train today. 80% gains in a few days, but I'm done. Good luck to the people who are going to try and ride this one into orbit!

I jumped off too. Just some quick cash, nbd. We'll see what happens.

 

[azaz]

How the hell is SPCE the only thing green, and by freaking 2%. what an insane stock.

 

[Cosmacelf]

I jumped off too. Just some quick cash, nbd. We'll see what happens.

Good job guys - and SPCE is up 2% today, go figure!

 

[azaz]

it's now up 7% holy *sugar*

 

[Cosmacelf]

it's now up 7% holy *sugar*

Back down to only 4%. I won't go short almost any company since management can always pull a rabbit out of a hat and/or sell the company to some other loser. But SPCE is testing my resolve

 

[azaz]

oh I already got burned on PUTs on SPCE but I may just do it one more time, the price just makes no sense

 

[HG Wells]

Any body know how to trade CATL one of Tesla's battery suppliers ?
Contemporary Amperex Technology Co. Ltd.

Cant find it at either of my brokers.

 

[palmer_md]

SHE: 300750

I'm not sure if I can buy it but found the ticket.

 

[AudubonB]

Virgin Galactic remains gravity-defying. It seems to be immune to any Coronavirus effect and remains up 231% y-t-d.

 

[azaz]

I did it again, bought more puts on spce. Will continue losing money, oh well.

 

[azaz]

SPCE bombs earnings, yet stays flat AH. I hate this meme stock.

 

[bxr140]

You only hate it cause you’re YOLOing puts.

 

[azaz]

with the movement now, I wish I had YOLOd a put haha. only bought 3 puts.

SPCE is what TSLAQ thinks TSLA actually is. totally detached from reality

 

[AudubonB]

MODERATOR:
Yes, I am long SPCE-U, so I have a natural bias in favor of this company.

Regardless, neither this nor any other thread in the Investor Forum is to be used as a medium for Tweet-sized vacuous diatribes against it or any other company. Violators will lose posting privileges.

 

[azaz]

@AudubonB noted, would love your thoughts on the company long term. I'm super impressed with Chamath and he's the chairman although I don't really care for Branson.

I don't hate it personally long term, I just think the current valuation is insane and seems to be propped up by retail WSB types. And I'm not sure if the 5 minutes in low level space will hold much value compared to what SpaceX and Bezos's company are aiming for.

 

[Cosmacelf]

@AudubonB noted, would love your thoughts on the company long term. I'm super impressed with Chamath and he's the chairman although I don't really care for Branson.

I don't hate it personally long term, I just think the current valuation is insane and seems to be propped up by retail WSB types. And I'm not sure if the 5 minutes in low level space will hold much value compared to what SpaceX and Bezos's company are aiming for.

I agree, would honestly like @AudubonB thoughts on SPCE.

 

[LemonLyman]

The company said they have close to 8,000 reservations or $2.4 billion in potential revenue. That's what raised it some today. I'm long SPCE.

 

[sparcs]

The company said they have close to 8,000 reservations or $2.4 billion in potential revenue. That's what raised it some today. I'm long SPCE.

8000 reservations or people who just submitted their email address for information? They all put a significant deposit down showing interest?

Tesla's Roadster deposit is $50k so I would expect something similar considering the pricing.

Anyone have any deep analysis on the company?