quiettt
quiettt
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avatarquiettt
2021-11-10
My question is in this tight trading range, are the big shorts like Dan Niles who CNBC had dissing Apple, making money in this type of trading ? this has been going on for 14 months plus, when do we see this breaking out$Apple(AAPL)$
avatarquiettt
2021-11-09

The conference call is amazing.

The conf call is amazing. Couple key take-aways. WalMart partnership is in its infancy and will have massive upside for all retailers. Their key competitive advantage is the neutral buy-side angle that they serve for customers – this will continue to grow. The supply-chain issues have “NO material impact.” They talked about growth to $5B faster then any other competitor. UID daily in the billions. Overall opportunity for growth is very strong and they are in a position to scale even faster. While I understand the valuation is high, I see them easily matching these expectations and can see this at $140 by end 2022. I’ve been in since 140 (pre-split) and bought some along the way but this CC was pretty strong.$Trade Desk Inc.(TTD)$
The conference call is amazing.
avatarquiettt
2021-11-08
TSMC is among several companies, including South Korea's Samsung Electronics and SK Hynix, that the U.S. government has asked to volunteer information so it can better understand the global chip shortage. Does this mean that tsm's current status is equal to that of Samsung? Wow, i believe tsmc will keep growing and consolidating its dominant position in chips.$Taiwan Semiconductor Manufacturing(TSM)$
avatarquiettt
2021-11-08
TSMC has pledged to spend $100 billion over the next three years to expand chip capacity. TSM as a giant, I am very optimistic about its development.$Taiwan Semiconductor Manufacturing(TSM)$
avatarquiettt
2021-11-04
Illumina shares underperformed on news that the company closed its acquisition of GRAIL despite regulatory reviews in the U.S. and EU that are still pending. There is no precedent for applicable courts to use as a basis for validly concluding this acquisition violates antitrust law. Also, U.S. regulators were unnecessarily delaying their regulatory reviews in hopes of deterring Illumina and GRAIL from moving forward. Grail is still a pre-revenue business, and it will be highly dilutive to Illumina’s earnings in the short term. Still, Illumina’s core business to strengthen as a result of this acquisition. earnings accretion from GRAIL in the intermediate-term as its liquid biopsy test appears to be effective for early cancer detection across 50 of the most lethal cancers.
avatarquiettt
2021-11-03
The actual reason Lucid is going down is due to buy the rumor sell the news. Will Lucid be at a 200 billion market cap in the next 2 years without a doubt, will it sell 20,000 vehicles next year without a doubt. But right now they don't fit their market cap no matter how great the future is, just expect the stock to be around this price for a while come and buy later. I see an easy 150$ per share end of 2022.$Lucid Group Inc(LCID)$
avatarquiettt
2021-11-02
We can't continue to accept the rate of climate change (the issue is not that the climate is changing, it's the rate at which it changes) so alternative, clean energy producers will be the future winners. Whether FCEL is a winner remains to be seen because the competition will be fierce. However, it's head start gives it some advantages.$FuelCell(FCEL)$
avatarquiettt
2021-11-01
Anyone that has been following AMD earning reports knows that AMD started out 2021 with a gross-margin of 46% in Q1 and has been expanding the gross-margin steadily throughout the year to end with 49.5% in Q4 as guided by the management in Q3 earning report. That is almost a 4 point of gross-margin expansion, from start to end of the year. This expansion of gross-margin is the result of having a richer mix of products and a continue operating efficiency improvement. Thus, we shall see this trend continue into 2022 as AMD continue to pick up market share in server CPU and GPU segments, where the gross-margin are the highest. This is without including the gross-margin from the new revenue stream of GPU IP licensing fee to be collected from Samsung for the Exynos 2200 SoC, which will be ~100%
avatarquiettt
2021-10-29
It went to 175 then went to 50 then went 77 then just went 69 and I keep going to up and down soI am not worried this stock has lots of potential and a very good platform mark my words and this will sky rocket... LETS GO BRANDON!! Effectively will be; just being able to post what you want and that’s it. Over half the world is being silenced as a type and you don’t think they’ll be a market for that? Let that sink in. We’re talking Billions!!! It’ll make the Zuch’s going live look like child’s play compared to Billions right off the bat. Let that sink in...deep $Digital World Acquisition Corp(DWAC)$
avatarquiettt
2021-10-28
I saw a post by Wall Street that I thought was a good observation. He said to know that the price drop was purposely done by the shorts was they kept the price from triggering the ssr by 1 penny. Previous close was 3.99 and if a stock drops more than 10% the following day it is put on SSR rule. So 3.99-.39=$3.60 and our low was $3.61. Is this bullish to you?$Progenity, Inc.(PROG)$
avatarquiettt
2021-10-27
Why doesn't the market care about profits? Intel is consistently making over $20B per year in profits. This is more profit than Tesla, GM, Ford, Netflix, AMD, and Nvidia COMBINED! I understand the market cares about growth, but Intel is still growing (albeit not hyper growth). And even after the Intel's expensive investment in foundries, Intel's gross margins are going to be above 50%. I wish I had waited until $48 to load up, but INTC under $50 is a winner.$Intel(INTC)$
avatarquiettt
2021-10-26
The consensus mark for earnings stands at $1.53 per share, indicating a rise of 36.6% from the prior-year quarter's reported number. The bottom line is expected to have gained from the company’s operating efficiency. Visa has an Earnings ESP of 0.24%. Will Visa (V) Continue With Its Beat Streak in Q4 Earnings?$Visa(V)$
avatarquiettt
2021-10-22
Up 70 percent in a yearBuy Buy BuyThings are going to be great again.$American Express(AXP)$
avatarquiettt
2021-10-20
Earnings don't lie. Why go chase some upstart with potential when you can get a good deal on proven success right here with FB?$Facebook(FB)$
avatarquiettt
2021-10-18
“Why Plug Power Analysts Are Bullish After Hydrogen Green Energy Company's Investor Day” Benzinga. Article Quotes Wainwright, Morgan Stanley and one other analyst. All EXTREMELY Positive!!!! $Plug Power(PLUG)$
avatarquiettt
2021-10-15
At second quarter's end, a total of 40 of the hedge funds tracked by Insider Monkey were long this stock, a change of 3% from one quarter earlier. By comparison, 35 hedge funds held shares or bullish call options in PLD a year ago. With hedge funds' capital changing hands, there exists a select group of noteworthy hedge fund managers who were upping their holdings considerably (or already accumulated large positions). Great buying opportunity.$Prologis(PLD)$
avatarquiettt
2021-10-14
UnitedHealth may not substantially beat on costs due to Covid's unexpected delta wave. It's possible that enough nonemergency care was deferred to balance out Covid treatment costs. However, health care use had been gradually normalizing since people feared seeking treatment early in the pandemic, so it's not clear how much of an offset to expect. Second, regulatory uncertainty is at a near-term peak that probably won't recede until it's clear what Democrats will include in their social-spending reconciliation package. The top managed care player by insured membership is a bellwether for the entire health care services industry. Its Optum division includes a massive physician and outpatient surgery empire and the technology prowess to wring inefficiency out of the health care sector. Despi
avatarquiettt
2021-10-13
I BOUGHT THIS AT $54. I CAN'T SELL AND BUY BACK IN! PLUS I CAN'T AVERAGE DOWN AS IT WON'T MAKE A DIFFERENCE AS I'VE GONE ALL IN! REALLY ANNOYING SEEING IT GO SOO CLOSE BUT KEEP DROPPING! EVERYONE MAKING MONEY WHILE I BAG HOLD! COME ON MARA! Patience young grasshoppers. This is going A LOT higher. Buy now or buy higher later.$Marathon Digital Holdings Inc(MARA)$
avatarquiettt
2021-10-12
Merck, one of America's largest pharmaceutical companies, put in an emergency use authorization request for a pill that may be the first to treat COVID-19. On Friday, the pharmaceutical company released a statement declaring that it was preparing to apply for emergency use of its molnupiravir tablet with the Food and Drug Administration. If approved by the FDA, the tablet would be the first oral antiviral medicine to be used to treat the coronavirus, Reuters reported. Merck partnered with Ridgeback Biotherapeutics to conduct a study of 775 patients deemed to be more at-risk for mild-to-moderate cases of COVID-19, according to the company's statement. Those who were given molnupiravir as a treatment for COVID-19 symptoms showed a 50% reduced risk of hospitalization as opposed to the patient
avatarquiettt
2021-10-09
just curious. "BNPL is not just for people who cannot get a credit card. It applies just as well to all people who have credit cards, who want to make large purchases but pay for them over time, without incurring large interest charges." How do they make money from those that pay on time and incur no interest.$Affirm Holdings, Inc.(AFRM)$

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