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24,899,413 Views | 233648 Replies | Last: 14 min ago by Imsodopey
ToddyHill
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AG
Last fiscal quarter the same thing happened. They beat their numbers, guidance wasn't great and the price went down after-hours. Next day at the open the priced spiked higher.

I do agree, quite possibly a shake out. Overall, their numbers were great and the market is not going to crash.

I love NVDA…will continue to own it.

All imo.
Brian Earl Spilner
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Me with SOXL so far this week.
BlueTaze
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Listened to NVDA call. They didn't mention the over heating issue. They simply stated Blackwell demand is outpacing production, due to supply constraints. IF there is a more significant issue there, we will be the last to know.

Edit-
Sorry, I could be reading into this too much, but listen for yourself. Jensen was asked directly about the over heating issue, and instead of addressing it he mentioned the other cooling platforms Dell and others were building, and that lots of engineering goes into the chip. He was also asked about any specific components making up the supply constraints, Jensen just said it's the general volume ramp up across all chips, no specificity.

41.35 mark
https://www.youtube.com/live/u4Nt596Ozak

If you google the blackwell overheating, you will find countless articles with "experts" claiming the cooling issue was already resolved. Jensen could have said that.

I'm not short. Not trying to spook. But Blackwell was a historic product launch and such a big part of their forward guidance, and overall market. Not gonna lie, I went down this rabbit hole when Cramer downplayed the overheating issue and urged his viewers to hold, not trade, NVDA.
El_duderino
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Big flow on the 20 Dec 24 175p for TSM today. Volume of 11,700 contracts. Not the end all be all, but thought it was worth noting.
Brian Earl Spilner
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Brian Earl Spilner said:

Me with SOXL so far this week.

Now we're talkin'.
EnronAg
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NVDA
Brian Earl Spilner
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Heineken-Ashi
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Nothing like a first 15m shake and bake to force out the weak hands.
Tormentos
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Any thoughts on ARM at this level, bouncing around the 200MA.
Brian Earl Spilner
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I bought more on that flash dip like a true degenerate.

SOXL target 29.95.
South Platte
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Apparently investors hate the ZIM dividend decision. Not sure what else it would be.
ProgN
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Tormentos said:

Any thoughts on ARM at this level, bouncing around the 200MA.
I'm a buyer at $105.
Heineken-Ashi
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Selling SOFI at $15.75. Close enough to target.
Brian Earl Spilner
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AG
Looks like bulls might be wrestling back control.

BRK.B doing its thing and 3% off ATHs.
flashplayer
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Rydyn said:

Churlish Sambino said:

So ZIM is about to pay a $3.65 dividend per share on a stock that is $29 per share right now. I was already thinking about adding, so that pushes me over the edge.
I got stung here in the past. Be aware that there is a huge foreign tax on ZIM dividends and you don't get it back if it's in an IRA.


Can someone explain this to me like I'm 12? If I buy into ZIM now and get the $3.65 dividend, how much am I going to lose to taxes?
South Platte
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Not sure about ZIM or if all companies do this, but a stock I hold paid a large dividend and it reduced the stock price by the same amount per dividend. Seems like the dividends are overrated.
Heineken-Ashi
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flashplayer said:

Rydyn said:

Churlish Sambino said:

So ZIM is about to pay a $3.65 dividend per share on a stock that is $29 per share right now. I was already thinking about adding, so that pushes me over the edge.
I got stung here in the past. Be aware that there is a huge foreign tax on ZIM dividends and you don't get it back if it's in an IRA.


Can someone explain this to me like I'm 12? If I buy into ZIM now and get the $3.65 dividend, how much am I going to lose to taxes?
Looks like 25-35% but didn't do a deep enough dive.
Heineken-Ashi
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South Platte said:

Not sure about ZIM or if all companies do this, but a stock I hold paid a large dividend and it reduced the stock price by the same amount per dividend. Seems like the dividends are overrated.
Stocks with significant dividends do move significantly before and after ex-div date.
Rydyn
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Heineken-Ashi said:

flashplayer said:

Rydyn said:

Churlish Sambino said:

So ZIM is about to pay a $3.65 dividend per share on a stock that is $29 per share right now. I was already thinking about adding, so that pushes me over the edge.
I got stung here in the past. Be aware that there is a huge foreign tax on ZIM dividends and you don't get it back if it's in an IRA.


Can someone explain this to me like I'm 12? If I buy into ZIM now and get the $3.65 dividend, how much am I going to lose to taxes?
Looks like 25-35% but didn't do a deep enough dive.
ZIM had BIG payout in April '23. Taxes were ~25%. Stock price also took a dive. It was a BIG dividend (~30%) so you could see it. Stock dropped from ~$23 to ~$17 and then recovered a bit. It would be an interesting study if you wanted to look at the couple of weeks before and after 4/3/23.

Separately, that big payout was also the beginning of the end for "good" ZIM and it took until this past summer to recover back into the $20's. By issuing a big, out-of-the-ordinary dividend, a company essentially is saying that YOU (an investor) probably have better uses for the cash than the company thinks that THEY do. So...if they are saying that then...

Normally, you can get foreign taxes back in your return, but like I said, not if it's a tax protected account like an IRA or 401K (according to my tax consultant...TurboTax).

Heineken-Ashi
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Rydyn said:

Heineken-Ashi said:

flashplayer said:

Rydyn said:

Churlish Sambino said:

So ZIM is about to pay a $3.65 dividend per share on a stock that is $29 per share right now. I was already thinking about adding, so that pushes me over the edge.
I got stung here in the past. Be aware that there is a huge foreign tax on ZIM dividends and you don't get it back if it's in an IRA.


Can someone explain this to me like I'm 12? If I buy into ZIM now and get the $3.65 dividend, how much am I going to lose to taxes?
Looks like 25-35% but didn't do a deep enough dive.
ZIM had BIG payout in April '23. Taxes were ~25%. Stock price also took a dive. It was a BIG dividend (~30%) so you could see it. Stock dropped from ~$23 to ~$17 and then recovered a bit. It would be an interesting study if you wanted to look at the couple of weeks before and after 4/3/23.

Separately, that big payout was also the beginning of the end for "good" ZIM and it took until this past summer to recover back into the $20's. By issuing a big, out-of-the-ordinary dividend, a company essentially is saying that YOU (an investor) probably have better uses for the cash than the company thinks that THEY do. So...if they are saying that then...

Normally, you can get foreign taxes back in your return, but like I said, not if it's a tax protected account like an IRA or 401K (according to my tax consultant...TurboTax).


Good explanation. And it makes sense that a top of sorts might be in. It certainly has done enough for that to be the case, though I was looking for an extension into the mid $30's. I'll do a deeper dive later.
AgShaun00
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AG
Heineken-Ashi said:

Selling SOFI at $15.75. Close enough to target.
Thank you for this one. Good quick profit.
kyle field 94
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What is going on with SAVA?
confucius_ag
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kyle field 94 said:

What is going on with SAVA?
Hopefully finally cooking some shorts.
Imsodopey
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Small caps taking off
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