Talking Stocks 2.0

[JParm]

https://www.barrons.com/articles/tes...?mod=hp_LATEST

More thoughts on the TSLA stock split.

[JWD531]

Originally Posted by jpeezy14@hotmail.com

Agree with you here. I have some extra cash I'd like to deploy, but patiently waiting on a pullback that we know should come.

Mid-September is usually fairly weak. We’ll see if this year is any different or not...


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[AshCashEmAll]

Originally Posted by JWD531

Mid-September is usually fairly week. We’ll see if this year is any different or not...


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If there was any year where things would be going differently it’s this one. I don’t think it’s safe to judge anything based off what we have experienced in the last 6-7 months.


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[JWD531]

Originally Posted by AshCashEmAll

If there was any year where things would be going differently it’s this one. I don’t think it’s safe to judge anything based off what we have experienced in the last 6-7 months.


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I hear ya! Take all historical data with a grain of salt during the COVID19 era.


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[doctoryellow]

What is TINA?

[trippinjimmy]

Originally Posted by doctoryellow

What is TINA?

There is no alternative


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[jaisonline]

Originally Posted by jpeezy14@hotmail.com

https://www.barrons.com/articles/tes...?mod=hp_LATEST

More thoughts on the TSLA stock split.

Thanks for the article share.

[logo]

Originally Posted by JWD531

It’s okay to simply say “you missed it,” and get back in when it isn’t so overvalued. There are thousands of other stocks out there... I try not to dwell on the opportunities I missed, just the ones I can get into now. If you use sound judgment and listen to your own internal risk tolerances, you shouldn’t be disappointed.


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Not disappointed in the slightest, and certainly I’m not dwelling on the thought of feeling like I’ve “missed“ anything since I never felt it to be a good long term investment. I just don’t buy hype.

[JWD531]

Originally Posted by logo

Not disappointed in the slightest, and certainly I’m not dwelling on the thought of feeling like I’ve “missed“ anything since I never felt it to be a good long term investment. I just don’t buy hype.

I feel like I accidentally quoted the wrong post. I don’t think my reply was intended for you (at least not this particular quote). I’m on Tapatalk on my phone which I have to force exit quite a bit. That, combined with all the 9/1 release posts, might have caused some wires to get crossed. Weird.


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[beshannon]

Dow Futures, Exxon, Bumble, CrowdStrike - 5 Things You Must Know Wednesday

https://www.thestreet.com/markets/5-...dnesday-090220

ADP jobs report on Friday and COST earnings after the close today. Futures up 200 this morning as the rally continues

[beshannon]

New price targets as analysts chase rising prices

NVDA 650

WMT 147

COST 410

[JParm]

You all know I'm as big a bull as anyone out there, but even I'm beyond belief right now.

There have been very few buying opportunities of late, and tech has been non-stop. Something's gotta give at some point.

Yes, don't fight the Fed - but again, that doesn't mean blindly throwing money at the market because it has been such a dark shade of green.

[beshannon]

Originally Posted by jpeezy14@hotmail.com

You all know I'm as big a bull as anyone out there, but even I'm beyond belief right now.

There have been very few buying opportunities of late, and tech has been non-stop. Something's gotta give at some point.

Yes, don't fight the Fed - but again, that doesn't mean blindly throwing money at the market because it has been such a dark shade of green.

Completely agree

I have changed my focus and trading activity a lot since March. A side benefit of working from home is that I now have more resources and tools available to me all day long. Because of that my trading activity has gone up by several times my normal activity. While I have not yet become a day trader, I am making more short term trades and while I worry about a correction or worse, I feel better about being able to manage it. And the best part is that my trades and gains are keeping me happy in what is a very depressing time.

[JParm]

Pretty large dip at open for a few of the stocks in my portfolio.

Added to FSLY, PINS, APPS and SE. Took a nibble at TDOC as well.

[HippoPAPAmus]

Originally Posted by jpeezy14@hotmail.com

Pretty large dip at open for a few of the stocks in my portfolio.

Added to FSLY, PINS, APPS and SE. Took a nibble at TDOC as well.

Same here. Hit some stops, but I tend to more conservative about protecting my profits than some. Looking to add on FLSY, SE, and BABA.


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[avidflyer]

Originally Posted by jpeezy14@hotmail.com

You all know I'm as big a bull as anyone out there, but even I'm beyond belief right now.

There have been very few buying opportunities of late, and tech has been non-stop. Something's gotta give at some point.

Yes, don't fight the Fed - but again, that doesn't mean blindly throwing money at the market because it has been such a dark shade of green.

Don’t do it every time I said the same thing I got chastised.....

LOL Somethings got to give

[-dustin]

This morning was uncomfortable.

[JWD531]

A few of my stops got triggered. Of course right at the bottom. So I had to quickly jump back in on a few. I’ll lower my stops a bit more (I’m still new to this short term stuff).


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[yoast]

Originally Posted by beshannon

New price targets as analysts chase rising prices

NVDA 650

I was thinking I missed the boat on that one.. Still a buy?

[beshannon]

Originally Posted by yoast

I was thinking I missed the boat on that one.. Still a buy?

This article thinks so

https://seekingalpha.com/news/361088...ere-gpu-launch

I am long but the stock is high beta, given their product and market I am comfortable with my position and would add more on dips

Bigger picture, we believe NVDA has an unassailable hardware/software/developer lead in some of the largest and fastest growing markets in semis/tech (AI, Gaming, Autonomous), all derived from a common architecture, that can potentially drive sales at a 20%+, EPS at a 25%+ pace to head towards $22/sh by CY24E."

https://seekingalpha.com/news/360739...term-potential

NVIDIA Delivers Greatest-Ever Generational Leap with GeForce RTX 30 Series GPUs

https://seekingalpha.com/pr/17991378...30-series-gpus

Elon Musk may get all the headlines but Jensen Huang is every bit the visionary genius that Musk is.

And to tie into the Mercedes S class thread here is the new 2021 S-Class with NVDA tech inside

https://youtu.be/z67mHq2tVhk

[JParm]

Market settling down a bit now; hope people were able to take advantage this morning!

TSLA with the drop all the way down to 405 earlier. GOOGL, FB and AMZN staying relatively strong all day.

[beshannon]

Big run into the close, will be looking at taking some profits tomorrow

[yoast]

Originally Posted by beshannon

This article thinks so

https://seekingalpha.com/news/361088...ere-gpu-launch

I am long but the stock is high beta, given their product and market I am comfortable with my position and would add more on dips



https://seekingalpha.com/news/360739...term-potential



https://seekingalpha.com/pr/17991378...30-series-gpus

Elon Musk may get all the headlines but Jensen Huang is every bit the visionary genius that Musk is.

And to tie into the Mercedes S class thread here is the new 2021 S-Class with NVDA tech inside

https://youtu.be/z67mHq2tVhk

Thanks for your input, much appreciated!

[beshannon]

Originally Posted by yoast

Thanks for your input, much appreciated!

My pleasure

[beshannon]

Two of the top five articles this morning on Seeking Alpha are about the coming crash.

Also saw an interesting exchange on Twitter regarding what is being called a gamma squeeze. This is where sellers of deep out of the money call options are being forced to buy the underlying equity to hedge their position. How much this is causing the markets to spike higher is just a guess?

Zuora, CrowdStrike, Broadcom, Robinhood - 5 Things You Must Know Thursday

DOCU and AVGO earnings today. I am long AVGO

And to no ones surprise Robinhood is being investigated by the SEC

[Jacqueline]

Does any one subscribe to Hedgeye?

[beshannon]

Originally Posted by Jacqueline

Does any one subscribe to Hedgeye?

No sorry, don't know what it is

[JParm]

Looks like we're going to get another day of dips.

Money on the ready - I do firmly believe the upward trajectory continues (e.g. the beginning of a bull market), though there will be times of pain.

I'm remaining fully invested and not looking to sell large stakes in any of my stocks.

[logo]

Originally Posted by jpeezy14@hotmail.com

Looks like we're going to get another day of dips.

Money on the ready - I do firmly believe the upward trajectory continues (e.g. the beginning of a bull market), though there will be times of pain.

I'm remaining fully invested and not looking to sell large stakes in any of my stocks.

Yeah. Bound to be some profit taking before a long weekend and after such a long stretch of gains, I’m just riding it out and not selling anything. Who knows - maybe this selling is in part some “correction“ for some overvalued stocks. No major news to trigger a crazy sell off currently. Added a bit on the dip yesterday, but mostly content with where I’m at. A bit of cash waiting still, but today is not the day for me.

[chadwick4eva]

Looking to be an ugly day for the nasdaq. Can't really complain though, bound to be a bad day or two every once in a while especially when things have been running as hot as they currently are.