Eh I'll live, it was a trivial part of the portfolio. Figured V would beat estimates, but didn't properly account for stonks only drop when estimates are beat these days.McInnis 03 said:Sorry bud. It's actually heading into my window of profit.topher06 said:
Oh well glad I only bought 5 calls I guess. Shouldn't be playing earnings.
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Last: 49 min ago by Heineken-Ashi
AMD!
1.93B beats 1.86 B expected revenue
GAAP EPS .13 vs .11
Non-GAAP .18 vs .16
Q3 rev expected 2.55B vs 2.31 concensus
Expects 32% revenue growth 2020 (25 was prior guidance)
1.93B beats 1.86 B expected revenue
GAAP EPS .13 vs .11
Non-GAAP .18 vs .16
Q3 rev expected 2.55B vs 2.31 concensus
Expects 32% revenue growth 2020 (25 was prior guidance)
I'm in on this rollercoaster.. let's go!
beat and raised guidance
Ebay falling hardddddd.
What stocks are most important as suppliers for all of the Bitcoin miners? Think there is any angle on the recent price increase, and some believe to be future price increase, there? Bitcoin rewards recently halved, so I expect the need for computing power will continue to increase.
McInnis 03 said:
Ebay falling hardddddd.
Amazing, given everyone is at home
AMD expected 32% revenue growth. previously guided was 25%
AMD & NVDAtopher06 said:
What stocks are most important as suppliers for all of the Bitcoin miners? Think there is any angle on the recent price increase, and some believe to be future price increase, there? Bitcoin rewards recently halved, so I expect the need for computing power will continue to increase.
YNWA_AG said:
AMD expected 32% revenue growth. previously guided was 25%
The biggest news was ASP's were higher than previous year. AND their margins are up 3%..
And then the guidance... HUGE..
For the third quarter of 2020, AMD expects revenue to be approximately $2.55 billion, plus or minus $100 million, an increase of approximately 42 percent year-over-year and 32 percent sequentially. The year-over-year and sequential increases are expected to be primarily driven by Ryzen and EPYC processor sales and next generation semi-custom products.
$CAR AVIS somehow beat expectations (slashed $1B in expenses in Q2) and is jumping on the news.
I may be wrong but I don't think it is that surprising. When I think of Ebay I think of needing to find something very specific that can't be had anywhere else. If I want something new, why wouldn't I just use Amazon? Also, I would bet if you polled 100 people, 90%+ would say they feel more confident in the security behind an Amazon purchase over Ebay.
This.TecRecAg said:
I may be wrong but I don't think it is that surprising. When I think of Ebay I think of needing to find something very specific that can't be had anywhere else. If I want something new, why wouldn't I just use Amazon? Also, I would bet if you polled 100 people, 90%+ would say they feel more confident in the security behind an Amazon purchase over Ebay.
Because you can find most things cheaper on Ebay.
fooz said:This.TecRecAg said:
I may be wrong but I don't think it is that surprising. When I think of Ebay I think of needing to find something very specific that can't be had anywhere else. If I want something new, why wouldn't I just use Amazon? Also, I would bet if you polled 100 people, 90%+ would say they feel more confident in the security behind an Amazon purchase over Ebay.
Because you can find most things cheaper on Ebay.
And even that's made it no longer worth it. I only use eBay if it's the only available seller. Twice I've been screwed by their abysmal customer service, and it cost me. I bought a pair of nikes that were fake, and they sided with the seller in the dispute bc I hadn't changed a default drop down from "wrong size" to "fraud". So despite human interaction and judgement, they didn't give af.
That's cost me more than I ever saved by them being cheaper.
I'll tack on that I've been an Ebay customer for 20 years (90% buy / 10% sell). I love Amazon, but I try to spread the wealth a bit to Ebay and others so there is some semblance of competition. Three of my last six Ebay purchases have been complete scams. Bought a Roomba, guy mails an empty box to some nail salon with my same zip code and shows the "proof" to Ebay claiming the item was delivered. I thought well (this will be easy) I can show that the item was delivered to the wrong address and weighed less than 12 ounces, so clearly it was a scam and not a Roomba. Nope, Ebay forces me to get some certified letter from the post master where I live and jump through a few more hoops to get my money back. Then the scam artist sends Ebay another email with the same bogus tracking data, and after initially accepting my dispute and agreeing to refund me the money, we get to do the same dance over again for the 2nd time before I finally got a refund.TecRecAg said:
I may be wrong but I don't think it is that surprising. When I think of Ebay I think of needing to find something very specific that can't be had anywhere else. If I want something new, why wouldn't I just use Amazon? Also, I would bet if you polled 100 people, 90%+ would say they feel more confident in the security behind an Amazon purchase over Ebay.
Huge headache dealing with Ebay and they have let the fraud issues get completely out of hand. As you mentioned, I use Ebay as little as possible now days, and really only for items that are antique or out of production parts that I can't find anywhere else.
Ebay is the worst. So many scammers and legitimate users frequently get shafted (as buyers or as sellers). I can't imagine ever using the site again, I don't even look at ebay if I can't find something elsewhere.
I never argued eBay was better than Amazon. I've had an eBay account for 20 years and I think used it twice.
But I assumed there'd be a ton of unemployed people at home needing cash, and eBay would be one place to sell it. I use Facebook marketplace for that.
Now that I think about it they own stubhub , too, and that had to cost them a ton.
But I assumed there'd be a ton of unemployed people at home needing cash, and eBay would be one place to sell it. I use Facebook marketplace for that.
Now that I think about it they own stubhub , too, and that had to cost them a ton.
I believe eBay sold Stubhub in February. Perfect timing on their part.
Was back in November, but yeah... The SH/Viagogo story probably deserves it's own book... Guy co-creates Stubhub, gets forced out and says "eff it" and goes and creates Viagogo for the UK market into a behemoth.
Come back with a "how ya like me now?" to buy his company back in a monster deal. And shortly thereafter it's value is practically cut in half.
Come back with a "how ya like me now?" to buy his company back in a monster deal. And shortly thereafter it's value is practically cut in half.
Half is being generous probably
this an ebay sucks reddit thread or stock markets? just busting your chops all. Let's make some money tomorrow!
Orlando Ayala Cant Read
Joined:
May 17, 2004
Posts:
69,648
How long do you want to ignore this user?
AG
Ok in the interest of not wanting fellow Ags losing money and for those interested in the experiment of tracking @RadioSilentPlay's Twitter Picks. I'll post updates every few days on just these recent picks of his and we can see how it goes. Keep in mind dude deals HEAVILY in pennies and these numbers could very well reverse in a day or two but here they are anyway:
Picked the Week of July 20-24
NOVN: -12%
MLND: - 24%
NTEC: -19%
MARA: +29% ( i think this is a bit of an outlier as there was buzz in other places too)
AEPT: +3%
CPHI: -8%
NAKD: SAME
TAT: -8%
KTOV: -5%
USO: SAME
CHEK; +5%
PASO: --9%
RJDG: SAME
RGLS: +3%
SNSS: SAME
SWRM: -10%
DMAN: SAME
Picked the Week of July 20-24
NOVN: -12%
MLND: - 24%
NTEC: -19%
MARA: +29% ( i think this is a bit of an outlier as there was buzz in other places too)
AEPT: +3%
CPHI: -8%
NAKD: SAME
TAT: -8%
KTOV: -5%
USO: SAME
CHEK; +5%
PASO: --9%
RJDG: SAME
RGLS: +3%
SNSS: SAME
SWRM: -10%
DMAN: SAME
Amd just hit a double digit server share market share goal. There was a Jpmorgan survey that said 60% of CIOs are thinking about adopting EPYC. Apparently have 1.2 Billion in inventory. Margins increased 5%YoY
Looks like They took on 200 million in debt to increase orders at TSMC, but they also increased cash holding. Really good call
Looks like They took on 200 million in debt to increase orders at TSMC, but they also increased cash holding. Really good call
Reading up some stuff today in regards to gaining large server production, its def a cascading type thing. Many of the big players are waiting to see if AMD can prove consistent deliveries and consistent top tier products.
It will surely be interesting to see how they gain momentum considering it took them 4 years to get to 10%+... It should be much much faster from my understanding if they continue to execute.
It will surely be interesting to see how they gain momentum considering it took them 4 years to get to 10%+... It should be much much faster from my understanding if they continue to execute.
SNSS is probably in the minus category now, offering AH, but that may actually strengthen the buyout theory. A company buys in a substantial stake, then proposes to buy, then a vote (which I'm sure would be in favor, as the big instutions would get a nice return for their investment).Orlando Ayala Cant Read said:
Ok in the interest of not wanting fellow Ags losing money and for those interested in the experiment of tracking @RadioSilentPlay's Twitter Picks. I'll post updates every few days on just these recent picks of his and we can see how it goes. Keep in mind dude deals HEAVILY in pennies and these numbers could very well reverse in a day or two but here they are anyway:
Picked the Week of July 20-24
NOVN: -12%
MLND: - 24%
NTEC: -19%
MARA: +29% ( i think this is a bit of an outlier as there was buzz in other places too)
AEPT: +3%
CPHI: -8%
NAKD: SAME
TAT: -8%
KTOV: -5%
USO: SAME
CHEK; +5%
PASO: --9%
RJDG: SAME
RGLS: +3%
SNSS: SAME
SWRM: -10%
DMAN: SAME
all speculation though!
I think MARA is kinda of dependent now on Bitcoin breaking hard resistance at 11,500. If it did, a lot of money to be made but IMO don't believe there is enough support to break 11,500 but who knows.
McInnis 03 said:I is, you can just call me Moody Gardens with all these butterfliestopher06 said:
So who is playing earnings? I bought a few V $205C expiring Friday.
Should have sold condors
I bought 10k shares yesterday to get a feel for it and will add...Thanks!Orlando Ayala Cant Read said:Just went in and purchased some more . But I'm just an ordinary guy with no extraordinary forecasting powers.tam2002 said:
Seen yall talk about ZOM for awhile and have considered getting in. Is now a good time?
FWIW Stocktwits guys seems to think this thing can only really go up from where it is. But make sure you have plenty of grains of salt on hand before going over there. If you ask some of them, that stock will be $100 by next week.
Anyone know anything about HTBX?
Congrats to those holding SHOP and AMD.
We looking for tech stocks to be down today with hearings?
Any jump in oil stocks due to Trump's visit to the Permian Basin?
Any jump in oil stocks due to Trump's visit to the Permian Basin?
I'm thinking the same thing. And it can easily do it with Bitcoin sitting where it sits now.
KODK again.
CX back up to resistance. Look for breakout run. I'm so happy it has a name again!
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