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$30,000 Millionaire
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In reply to Charismatic Megafauna • 6:01p, 5/31/23
AG
Charismatic Megafauna said:
Leaving for a week of vacation in the morning. If you have a lotto call it out and I'm in for some travelin money!
I didn't - and glad I didn't.
You don’t trade for money, you trade for freedom.
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$30,000 Millionaire
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6:22p, 5/31/23
AG
$AI is at prices not seen since noon yesterday.

Get a grip, guys. 99 times out of 100, when there is a run up into earnings it will dump after earnings unless there is fabulous guidance (e.g. NVDA).

There is no way they were going to reward the late longs and the speculators looking for NVDA 2.0 today.
You don’t trade for money, you trade for freedom.
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$30,000 Millionaire
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6:30p, 5/31/23
AG
Benioff is such a smug SOB. Love to see him take it in the shorts.
You don’t trade for money, you trade for freedom.
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$30,000 Millionaire
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In reply to $30,000 Millionaire • 6:36p, 5/31/23
AG
$30,000 Millionaire said:
Benioff is such a smug SOB. Love to see him take it in the shorts.
Literally one of my least favorite tech CEOs. He personally really messed things up for me in a prior job. Helicoptered in and made all these promises for what Salesforce could do, completely brushed aside valid concerns with their plan, and hard committed to dates and scope. Anything to get the sale, I guess. Legitimate disaster and the last thing you want to own is implementation results for something you know isn't realistic.

On the flip side, it was pretty awesome that every time their team couldn't deliver something I got to say "get Benioff on the phone and let's have a discussion on why you can't meet the dates he promised for you". Those poor guys worked 24/7 and still couldn't get it right.
You don’t trade for money, you trade for freedom.
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BaylorSpineGuy
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9:39p, 5/31/23
SKEW exploded tonight. I know FJ likes to follow that. Up 13 pts to 158.

Debt deal passed house.
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$30,000 Millionaire
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10:11p, 5/31/23
AG
Sell the news.
You don’t trade for money, you trade for freedom.
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Brian Earl Spilner
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In reply to BaylorSpineGuy • 10:18p, 5/31/23
AG
Can someone ELI5 the difference between VIX and SKEW?
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PeekingDuck
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In reply to $30,000 Millionaire • 11:13p, 5/31/23
AG
His cousin really ****ed up AGOT too.
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Heineken-Ashi
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In reply to PeekingDuck • 11:36p, 5/31/23
PeekingDuck said:
His cousin really ****ed up AGOT too.
Whew. Read an F in that sentence and thought we might have to get you some diversity and inclusion training.
"H-A: In return for the flattery, can you reduce the size of your signature? It's the only part of your posts that don't add value. In its' place, just put "I'm an investing savant, and make no apologies for it", as oldarmy1 would do."
- I Bleed Maroon (distracted easily by signatures)
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FTAG 2000
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In reply to $30,000 Millionaire • 11:56p, 5/31/23
AG
$30,000 Millionaire said:
$30,000 Millionaire said:
Benioff is such a smug SOB. Love to see him take it in the shorts.
Literally one of my least favorite tech CEOs. He personally really messed things up for me in a prior job. Helicoptered in and made all these promises for what Salesforce could do, completely brushed aside valid concerns with their plan, and hard committed to dates and scope. Anything to get the sale, I guess. Legitimate disaster and the last thing you want to own is implementation results for something you know isn't realistic.

On the flip side, it was pretty awesome that every time their team couldn't deliver something I got to say "get Benioff on the phone and let's have a discussion on why you can't meet the dates he promised for you". Those poor guys worked 24/7 and still couldn't get it right.


Sounds a lot like our company's experience. Never could get it operational, finally jettisoned and went back to our previous home grown tools.
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PeekingDuck
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In reply to Heineken-Ashi • 12:47a, 6/1/23
AG
That's the day I walk out the door.
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LMCane
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5:29a, 6/1/23
the guys on the "Dumb Money" podcast were pumping up SMCI to move in parallel with AI rollouts and NVIDIAs march higher...

any thoughts on ANET and SMCI in the server storage field?
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Saltyag15
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In reply to Heineken-Ashi • 7:20a, 6/1/23
AG
I read "effed a goat". What kind of training do I need? LOL
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$30,000 Millionaire
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In reply to Saltyag15 • 7:28a, 6/1/23
AG
Saltyag15 said:
I read "effed a goat". What kind of training do I need? LOL


You already got the training. You went to A&M.
You don’t trade for money, you trade for freedom.
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Heineken-Ashi
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7:48a, 6/1/23
Wrong thread. Struggle bus today.
"H-A: In return for the flattery, can you reduce the size of your signature? It's the only part of your posts that don't add value. In its' place, just put "I'm an investing savant, and make no apologies for it", as oldarmy1 would do."
- I Bleed Maroon (distracted easily by signatures)
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Heineken-Ashi
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In reply to Heineken-Ashi • 7:49a, 6/1/23
Wrong thread
"H-A: In return for the flattery, can you reduce the size of your signature? It's the only part of your posts that don't add value. In its' place, just put "I'm an investing savant, and make no apologies for it", as oldarmy1 would do."
- I Bleed Maroon (distracted easily by signatures)
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Troy91
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In reply to FTAG 2000 • 7:52a, 6/1/23
AG
Living this now. Oh we can fix that post deployment.

Sure you can.
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FTAG 2000
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In reply to Troy91 • 8:29a, 6/1/23
AG
Troy91 said:
Living this now. Oh we can fix that post deployment.

Sure you can.

Yeah it'll never get better.

Their implementation team can't deliver on what they sell people.

Some of our leadership got caught up in the whole 'let's go spend on best in class tools to make things standardized' craze.

Salesforce in particular and Microsoft (Azure) were painful.
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Charismatic Megafauna
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In reply to $30,000 Millionaire • 8:30a, 6/1/23
AG
$30,000 Millionaire said:
Benioff is such a smug SOB. Love to see him take it in the shorts.

I swear this guy is right behind me in the security line at iah
Edit: nope, doppelganger named David
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EngrAg14
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9:00a, 6/1/23
AG
Anyone elses gut feeling that debt ceiling gets passed and market tanks as a result.
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Philip J Fry
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9:03a, 6/1/23
AG
Bought DNN for a dollar two days ago. This is where I never know how to exit. Took my 13% profit and walked away. Wanted to hold on until the 1.20s but I've been on a losing streak and needed to turn a profit for a change.
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FTAG 2000
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In reply to EngrAg14 • 9:09a, 6/1/23
AG
EngrAg14 said:
Anyone elses gut feeling that debt ceiling gets passed and market tanks as a result.
Yup.

Plus we are wrapping up earnings season, feel like we got the AI orgy blow off top with NVDA and GOOG.

Now what?
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Talon2DSO
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In reply to EngrAg14 • 9:09a, 6/1/23
AG
EngrAg14 said:
Anyone elses gut feeling that debt ceiling gets passed and market tanks as a result.


Yep
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RulesForTheeNotForMe
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In reply to EngrAg14 • 9:13a, 6/1/23
AG
That's the feeling I have on it as well. The debt ceiling & the AI craze is smoke and mirrors for everything else struggling across the board. With "AI" earnings yesterday being more in-line witn expectations rather than the huge NVDA beat, I think that valuations that road NVDA's coat tails will start to return back to reality. Someone posted a few days ago that roughly 7 companies out of 500 are responsible for roughly 9% of the 10% total YTD growth of the S&P500. That's a lot of weight those companies are carrying.... This feels very very top heavy & if the FED comes out and says, "We still have work to do, here is another quarter point raise"... I think this house of cards starts to crumble. But I always seem to be a market pessimist so maybe I'm just way off.

Edit to add picture. Credit to Ranger222 for the post.
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FishrCoAg
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In reply to Philip J Fry • 9:32a, 6/1/23
AG
Philip J Fry said:
Bought DNN for a dollar two days ago. This is where I never know how to exit. Took my 13% profit and walked away. Wanted to hold on until the 1.20s but I've been on a losing streak and needed to turn a profit for a change.


Added trading shares at 1.01, sold this morning for 1.11

Holding on to my core holdings for a bit. One more round trip like that and will have it net free.
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pumpjack2
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10:34a, 6/1/23
AG
ENPH breached the $177 level OA mentioned on twitter as the entry point for Jun 9 calls
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jimmo
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10:34a, 6/1/23
VIX trying to get below 16$
just sayin'
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pumpjack2
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In reply to pumpjack2 • 11:15a, 6/1/23
AG
pumpjack2 said:
ENPH breached the $177 level OA mentioned on twitter as the entry point for Jun 9 calls
Stopped out for a quick 25% on these
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FJ43
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11:17a, 6/1/23
VIX call time. June 20s or July 25s for me.
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11

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FJ43
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11:19a, 6/1/23
SKEW yesterday close.


Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11

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ProgN
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11:20a, 6/1/23
https://www.cassavasciences.com/news-releases/news-release-details/cassava-sciences-present-jefferies-global-healthcare-conference

Quote:
Jun 01, 2023
PDF Version
AUSTIN, Texas, June 01, 2023 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (Nasdaq: SAVA), a clinical-stage biotechnology company focused on Alzheimer's disease, today announced that its management has been invited to present at the Jefferies Global Healthcare Conference in New York City.

When: Thursday, June 8th at 4:30 pm Eastern time
Live Webcast: https://wsw.com/webcast/jeff281/sava/1846130
Archived Replay: https://www.CassavaSciences.com/company-presentations

About Simufilam
Simufilam is Cassava Sciences' lead product candidate. Simufilam is a proprietary small molecule (oral) drug designed to treat and slow the progression of Alzheimer's disease. This drug candidate is currently in Phase 3 clinical studies in patients with mild-to-moderate Alzheimer's disease dementia. Simufilam binds tightly to an altered conformation of the filamin A protein (FLNA) that is present in the brain of the Alzheimer's patient and is critical to the toxicity of A42. Simufilam is wholly owned by Cassava Sciences, without royalty or payment obligation to any third party.
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Chipotlemonger
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11:21a, 6/1/23
AG
Anyone charting AMAT or AMD? I got in on both at good points last year and am sitting pretty. Wondering what everyone else is thinking about their price right now.
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FTAG 2000
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In reply to Chipotlemonger • 11:48a, 6/1/23
AG
Chipotlemonger said:
Anyone charting AMAT or AMD? I got in on both at good points last year and am sitting pretty. Wondering what everyone else is thinking about their price right now.
I think we are near the top for those.

Of course we are also in a recession but also doing the whole stocksonlygoup thing so far this year so caveat emptor.

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$30,000 Millionaire
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12:17p, 6/1/23
AG
Made a little today. Paper handed nvda
You don’t trade for money, you trade for freedom.
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cptthunder
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In reply to $30,000 Millionaire • 1:56p, 6/1/23
$30,000 Millionaire said:
Saltyag15 said:
I read "effed a goat". What kind of training do I need? LOL


You already got the training. You went to A&M.


I thought that was Sul Ross… where the men are men and the sheep are nervous
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