Register a SA Forums Account here!
JOINING THE SA FORUMS WILL REMOVE THIS BIG AD, THE ANNOYING UNDERLINED ADS, AND STUPID INTERSTITIAL ADS!!!

You can: log in, read the tech support FAQ, or request your lost password. This dumb message (and those ads) will appear on every screen until you register! Get rid of this crap by registering your own SA Forums Account and joining roughly 150,000 Goons, for the one-time price of $9.95! We charge money because it costs us money per month for bills, and since we don't believe in showing ads to our users, we try to make the money back through forum registrations.
 
  • Post
  • Reply
Cyber Sandwich
Nov 16, 2011

Now, Digital!
I think Airbnb will do well in the long run. Most hyped companies have pull back for the first 4-8 weeks I'm starting to notice. Modern hotels are just not pulling it together in the tourism industry for some decades now, plague or no plague. Until something better rolls around I think it's the most profitable alternative.

Adbot
ADBOT LOVES YOU

Cyber Sandwich
Nov 16, 2011

Now, Digital!

Oscar Wild posted:

I'm rolling PLTR calls, where should I park money until it drops to a reasonable price again? To SPAC or not to SPAC.

If it's just a few weeks then I'd just hang out on the Tesla bandwagon, I suppose. One tweet from Elon and stock flies up and up.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

decypher posted:

Yeah, I’m already down $200 so this is looking to be like a really poor idea with each passing day.

TG looks like a solid roller coaster when looking at the 5-year history.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

MomJeans420 posted:

I decided I didn't have enough stress in my life so I picked up 200 shares of CVX as a semi-long term investment

I think it will pan out. The US is still predominantly dependent on fossil fuels for logistics and energy. The market is way undervalued and the quarantine should alleviate soon enough.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

Cacafuego posted:

I've been bagholding UAVS for a while and it's shot up 10%+ today on no news. No idea what's going on with it.

This sounds like a super cool company.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
It's gonna be a little while before I have the capital to do options or day trading meaningfully. This round I bought some NIO and PLTR for normal investments. I bought UAVS for novelty and RYCEY for casual insanity.

AMD is looking good. People seem happy with the new merger of the Chinese ARM manufacturer.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

FreelanceSocialist posted:

I will update you guys if anyone gives me permission to do so.

Post more, please.


FistEnergy posted:

liar, it's GME isn't it

A headline as I was googling this: "GameStop is a Cigar Butt and the Last Puff is Coming"

Cyber Sandwich
Nov 16, 2011

Now, Digital!

Oscar Wild posted:

Its trading in a wide range and I think its overvalued so I'm selling options on it through Jan.

Elaborate, please. Overvalued in general or in the context of the market as it is currently? I think Palantir is steadily acquiring high profile clients and the market demand for big data analysis is not going to leave anytime soon.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

pmchem posted:

I'm terrible, I posted on reddit and my ETF effortpost is #1 right for both hot and rising on /r/investing

edit: SA got the post days ago in the long-term investing thread and it got no traction there welp

You are appreciated. Im just swamped with life, work, and this shorting craze but have been meaning to loop back once I switch brokers.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

FistEnergy posted:

I don't get it

We bet on the thing and it isn't working out.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
I bought into POSH with my measly day trading funds. There seems to be some buzz going on around the IPO.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
Im just sitting on Silver because, from what I'm hearing, JP Morgan drove it down, bought a crazy percentage of volume and then drove it up. They got fined by the SEC. Then they did it again. So I'm in on round three.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

Leperflesh posted:

Housing market :bravo2:

Thanks for this. T'was an interesting read.

On an unrelated note, I want to see if I can perform wheeling properly so I'm trying to simulate this with buying and selling single shares and dollar cost averaging. Playing with PLTR; watching CURI and MKTAY closely.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
Check out RMO folks. New battery deal with PACCAR.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
One one side, people are a little uneasy about our economic situation with the pandemic. On the other hand, this is pretty normal behavior for annual market correction. I'm just gonna buy the dips for the moment.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
It's such a bear day. I'm throwing some more funds into PLTR before the upcoming earnings report next week. Also bought some ABNB.

Edit: I just realized how hungover wallstreet is. I forgot to get drunk last night.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

please knock Mom! posted:

sold some stonks to buy a house today

Congrats. Probably a better investment than holding all my RYCEY shares.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

A HORNY SWEARENGEN posted:

Given that I fully endorsed AHT and RYCEY, the smartest thing you can do when picking stocks is look at my portfolio and then not buy what I'm holding.

I'm holding a decent bit of RYCEY but I think the company is going to be paying off quite a bit of debt for the next decade or so. Just generating revenue "per mile" is clearly not the way to go, it seems.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
I got most of my initial RYCEY investment back from a mysterious surprise dividend back when they got bailed out at the beginning of Covid bonanza. It was roughly $1.89 per share iirc. I like my RYCEY but the red flags keep on coming.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
I'm kinda late for looking at this AHT bandwagon but when their press releases say "we're gonna use the money to buy hotel debt" it does not sound promising.

That being said, I wish you folks many moneys.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
Stock Trading Thread: selling puts on betusked interlopers

Cyber Sandwich
Nov 16, 2011

Now, Digital!
Bear market today. I'm buying a little PLTR and TTCF.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

DapperDraculaDeer posted:

Poor RYCEY. No one even bothers to mention it's further slide into worthlessness anymore.

RYCEY is in debt but only 10 billion. I thought it was worse. It's going to take a fat minute to bounce back, though.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

Hadlock posted:

What was the original gamble with RYCEY? That airline travel would come roaring back and boeing and Airbus would start buying engines and parts again?

RYCEY gets a lot of revenue from hours their engines are flown and military contracts. The expectation was that this pandemic would drive the price down and tourism will bring it back.

England is not transitioning out of this pandemic or Brexit gracefully and their attempted Norwegian factory sale to TMH group went bust because of qualms against Russia. No $178 million deal for RYCEY.
:shrug:

9 out of 52k employees have been cut at the top of the year and 1.2k are due to be cut in November.
Execs are saying "relax. We went bankrupt 50 years ago but it'll be fine."

Cyber Sandwich
Nov 16, 2011

Now, Digital!

th3t00t posted:

Buy the dip on meme stocks? Or is this a longer term downtrend? Is “the mattering” finally happening and we’re in for a big market correction that will take years to recover from?

You get on before the hype train. Unless you see foresee something amazing, I'd probably chill until late September before quarterly shenanigans.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
I'm checking in on a couple of my long term bets as of late.

XPENG passed a self-driving test with flying colors with its P7 model.

quote:

...equipped with 31 autonomous driving sensors powered by the Xavier System-on-Chip supercomputing platform, 5 high-precision millimeter wave radars, 12 ultrasonic sensors, 4 autonomous driving surround-view cameras, 10 autonomous driving high-sensitivity cameras and sub-systems, supporting its meter-level high-precision positioning system.

Gadgets!
:science:

Quick Google EV sedan retail price estimate:
Xpeng P7 $33-50k.
Tesla Model 3 $39-57k.

Nio's cheapest sedan offer:
Nio ET7 $69k+

There are pretty positive reviews for Xpeng from Zacks.

quote:

The consensus estimate for 2021 earnings and sales indicates year-over-year growth of 40.9% and 58.8%, respectively.

Money!
:10bux::10bux:

So why does the stock price suck?
:shrug:
Maybe it's because they sold their cars on Alibaba during Singles Day and ate the wrath of the PRC.

Cyber Sandwich fucked around with this message at 21:50 on Jul 16, 2021

Cyber Sandwich
Nov 16, 2011

Now, Digital!

pmchem posted:

already partially repositioned to both those strategies

this is a good chart to pay attention to
https://ourworldindata.org/explorer...PRT~SWE~IDN~AUS

could be a lot of bad headlines this week both related to earnings and to covid. should be interesting.

That graph looks cool but drat, I don't think they could have chosen a duller color palette.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

cr0y posted:

Back ony bullshit of never don't buy SPY calls.

Also my mom just asked me for a medium risk <$100 stock, any suggestions? I just day trade momentum for the most part and can't really reccomend any of my degeneracy stuff for her

Unity (U) is making a LOT of progress on game development across nearly all consumer devices. They have browser-based engines, virtual reality engines, and mobile apps that are just streamlining the software production process. Anybody who's a nerd and their mother knows what unity is so they're only going up from here.

Furthermore, U has a profit model that's accessible to indie devs and only start asking for money beyond the first 100k in revenue. They help with advertising too.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
CURI is super cheap right now. They only dropped in earnings Q1 because of a big production investment so they're doing really well.

The product is solid imo. I watch it almost every day while I'm working.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
So RYCEY is getting a mini-bump because of some memorandum of understanding (MoU) they signed with Dutch Royal Shell making a commitment to be compliant with safe aviation fuel standards in 2023.

So, what's behind Shell's origins? It's a pretty common sight in the US. After reading about dutch companies like HSBC being literally founded upon Opium cartel money, I can only assume the worst.

I haven't had a chance to dig up much history but it's #5 in the world in Annual Revenue (#1 is Walmart.)

Who owns Shell?
~21% Netherlands Central Institute for Cashless Transaction (I can't find any info on these guys.)
~18% Guarantee Nominees Limited
~7% BlackRock Inc (US company. They manage $9 trillion in assets.)
~5% The Capitol Group

I still need to dig in Nominees and Capitol Group. Do y'all know anything about the history of these corps?

Cyber Sandwich
Nov 16, 2011

Now, Digital!

bobua posted:

Curious if TCS:NYSE (the container store) is on anyone else's radar? I got in at around $2.00 during the pandemic, I've got about 2500 shares, and about that much in sold puts(7.50, 10.00, and 12.50) spread over the next 6 months. Earnings call is starting now, but they've been killing it on sales.

Downside that I know of is that they have private equity that as far as I know, has been exiting slowly.


I feel like they are to bed bath and beyond as target is to walmart.

I haven't seen anything in one of these stores that I wouldn't grab at a home depot or IKEA. The prices definitely don't justify it. Where are stores located these days? I haven't seen any in the greater Seattle metropolitan area for the past 5-8 years.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

Hadlock posted:

Hard to move diesel truck engine parts if your whole warehouse is down and out for 2 weeks and only half capacity for another month

Very much this. There are a ton limiting resources here. Steel imports from India has been low and microchips are still in extremely high demand. US companies are renting parking lots to store their vehicles because they're waiting on parts to finish the build. PACCAR and Freightliner have back orders up to a year. Good luck finding this year's Ford or Chevy out on the sales floor for a little while.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
I am not motivated to make a play before these upcoming earnings calls. A lot of my speculative bets are reporting within a week.

Edit:
Holy crap, MP materials is looking sexy right now. Idk how long the bandwagon will go but a 4% drop in sales vs. a 137% increase in the price of rare earth metals is pretty good.

Cyber Sandwich fucked around with this message at 16:31 on Aug 6, 2021

Cyber Sandwich
Nov 16, 2011

Now, Digital!
Time to sit tight for me.

I'm still going to wait for a little bit until the market figures out what's happening with the earning calls. Seems too early to make a play with most of my bets.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
PLTR shot up today.

I bought a few more shares of CURI and TTCF on the discount. CURI had a good quarter.

TTCF has earnings calls today but they also had a good quarter probably. That Kroger deal probably had some impact, we'll see.

Cyber Sandwich
Nov 16, 2011

Now, Digital!
China is tightening up consumer privacy. Might be worth buying the BABA and NIO dips within the next week or two.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

Le0 posted:

Any word of advice on IPOs?

Most IPO's tank within the first several weeks. Your best bet is to evaluate the size of the hype train and get out really early. Look for a longer term position after two months or so.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

I chuckled.

Cyber Sandwich
Nov 16, 2011

Now, Digital!

No. 1 ANIME HATER posted:

[extremely smug voice] RYCEY



Holy moley canoli I'm up 2% on this.

Adbot
ADBOT LOVES YOU

Cyber Sandwich
Nov 16, 2011

Now, Digital!
CURI earnings:

Revenue
Q2 - $8.7mil
Q3 - $18.7mil

The market cap is ~440mil.

I'm trying to think of things other than "buy the dip!"

  • 1
  • 2
  • 3
  • 4
  • 5
  • Post
  • Reply