Author Topic: Stock picks  (Read 101446 times)

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Offline momopi

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Re: Stock picks
« Reply #480 on: February 24, 2021, 09:34:27 AM »
I picked up STMP and AYX today. Off of today’s prices they should provide 20-30% returns in the next couple of months if they stick with their recent trading patterns.

These are great recommendations.  I like STMP better than AYX -- STMP is profitable vs AYX is still in the red.



What do smarties here think of Palantir for the long term investment?
<snip>
I am probably getting ahead of myself here but is this next TSLA?

I don't believe PLTR is the next TSLA, but I did put some money in PLTR and NNDM on dips.

« Last Edit: February 24, 2021, 10:22:30 AM by momopi »

Offline momopi

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Re: Stock picks
« Reply #481 on: February 24, 2021, 01:59:38 PM »
* momopi eyes GME and AMC

Man, how many times are they going to resuscitate that dead cat?

Offline Cares

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Re: Stock picks
« Reply #482 on: February 24, 2021, 02:55:09 PM »
To the moon!

I'm still holding my GME shares for giggles. But honestly if it hits $300+ again I'm selling it.

Offline momopi

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Re: Stock picks
« Reply #483 on: February 26, 2021, 03:45:14 PM »

If you own SOS stock, check Hindenburg Research post on Twitter claiming the company is a fraud and stock value is $0.  While I cannot validate their claims, you should probably limit your risk exposure.

Note that Hindenburg Research is a short seller, so there is financial self-interest on their part.

https://en.wikipedia.org/wiki/Hindenburg_Research

Offline momopi

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Re: Stock picks
« Reply #484 on: February 27, 2021, 10:02:12 AM »
Few random thoughts today

* Taiwan’s drought is hitting semiconductor companies like TSM ASX (ASE) UMC etc. causing stock dips.  The annual plum rain season usually starts in may and can rain for a month.  Can’t say for sure if drought will continue this year or the rain season will refill reservoirs.  The stocks might be a good gamble on dip.

* GM has EV line from $4500 mini EV in China (outselling Tesla 2:1) to $130k EV hummer in US.  Compare to Tesla GM’s P/E seems far more sensible.

* Ex chief of Apple’s CPU design bailed to setup his own company couple years back. Qualcomm is buying them for $1.4 billion.  The guy took Apple’s Crown Jewels with him when he left (M1/SoC design) and wanted to sell to high end server market.  Qualcomm will likely have mass market ambitions.  Expect Apple lawsuits to fly, but if Qualcomm is successful they will go head to head vs AMD and Nvidia.



Offline sleepy5136

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Re: Stock picks
« Reply #485 on: March 01, 2021, 01:08:14 PM »
Few random thoughts today

* Taiwan’s drought is hitting semiconductor companies like TSM ASX (ASE) UMC etc. causing stock dips.  The annual plum rain season usually starts in may and can rain for a month.  Can’t say for sure if drought will continue this year or the rain season will refill reservoirs.  The stocks might be a good gamble on dip.

* GM has EV line from $4500 mini EV in China (outselling Tesla 2:1) to $130k EV hummer in US.  Compare to Tesla GM’s P/E seems far more sensible.

* Ex chief of Apple’s CPU design bailed to setup his own company couple years back. Qualcomm is buying them for $1.4 billion.  The guy took Apple’s Crown Jewels with him when he left (M1/SoC design) and wanted to sell to high end server market.  Qualcomm will likely have mass market ambitions.  Expect Apple lawsuits to fly, but if Qualcomm is successful they will go head to head vs AMD and Nvidia.

how do you see AMD long term with its competitors?

Offline momopi

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Re: Stock picks
« Reply #486 on: March 01, 2021, 03:33:36 PM »
how do you see AMD long term with its competitors?

In short, AMD > Intel, but AMD's reliance on TSMC is both a plus and a liability.  I own AMD stock, I do not own Intel stock.

Offline momopi

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Re: Stock picks
« Reply #487 on: March 04, 2021, 10:58:37 AM »
Putting in lowball limit orders on TSM AMD OSTK NVDA SQ FB LI PLTR Z etc.

« Last Edit: March 04, 2021, 07:50:32 PM by momopi »

Offline momopi

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Re: Stock picks
« Reply #488 on: March 05, 2021, 07:55:45 AM »
Putting in more lowball limit orders on HIMX UMC HOLX SPLK ALTO AQB QCOM HYLN etc.




Offline momopi

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Re: Stock picks
« Reply #489 on: March 05, 2021, 03:18:01 PM »
More lowball limit orders on OSTK AMD SHOP SQ PRNT PYPL

Keeping fingers crossed for further dip next week  $_$
« Last Edit: March 05, 2021, 03:57:07 PM by momopi »

Offline momopi

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Re: Stock picks
« Reply #490 on: March 08, 2021, 10:06:36 AM »
hmm...

So AMD is buying XLNX with stock swap of 1.734 AMD shares per share of XLNX.

At today's prices AMD is $76 x 1.734 = $131.
XLNX is trading at $116.

Does this make buying XLNX at $15 discount to AMD shares?  Assuming the deal is still on?

Offline zubs

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Re: Stock picks
« Reply #491 on: March 09, 2021, 10:12:10 AM »
I think about middle of MAR a lot.
It was last year in MAR when the stock market was lowest.
It was MAR of 2009 when the stock market was lowest.

Is it time to buy the dip?

Offline sleepy5136

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Re: Stock picks
« Reply #492 on: March 09, 2021, 11:36:15 AM »
I think about middle of MAR a lot.
It was last year in MAR when the stock market was lowest.
It was MAR of 2009 when the stock market was lowest.

Is it time to buy the dip?
who knows. But if you bought in increments these past days, I have a feeling you will do well for the rest of the year...

Offline momopi

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Re: Stock picks
« Reply #493 on: March 09, 2021, 09:08:21 PM »

There is still room for bond yields to go up.  I predict more dips ahead.




Offline Cares

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Re: Stock picks
« Reply #494 on: March 10, 2021, 07:54:56 AM »
I sold some GME positions to cover my initial investment. Now everything is just gravy on top.

Today's 10 year auction will be a strong indicator of how the markets will move.

 

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