Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Why market will continue to rise, though temporary pull back is unavoidable in this new frontier? After break the record, there is no resistance and fundamental is strong. The price looks high, but quite reasonable if we look forward instead of backward. Many stocks are very undervalued so I continue to be all in. Shorts will be burned more likely than not.
IPW = AAOI, IMMR = IART in many ways. I like IMMR and IART (stable and slow move forward like a turtle, worth buy as long as undevalued enough) instead of IPW and AAOI (up and down like a squirrel, may be profitable if you are swift trader which I am not)
NVDA, crashed $1000, finally!
rado, we share the same gem in the current pick 4 contest.
She are burning cash about $100 million a year and may run out of cash by the end of next year. Why do you believe this would not happy?
Anyone follows GRRR? The business has fancy name but very hard to understand. Feel it like a fraud company.
Gamestop tumbled...
I should have added more last week.
It will touch 40,000, at least briefly, tomorrow, more likely than not.
Why shorted value IMMR instead of bubble GME?
IMMR $9.18, on the way to $10
I shorted small number of GME yesterday and thinking when to cover.
Anyone shorts GME?
IMMR is over $8.
The jump in G&A is related to the META legal cost. She should rise over 10 tomorrow, as (current Market value- Cash) is only about 2 times annual earning
Bought some ML at 75. It is still down 75% from IPO price nearly 4 years ago, and has made the first quarterly profit, $0.6 per share, due to revenue growth and cost cut. It has increased revenue every quarter in the past a few years.
Why surprised? More often than not, analysts give downgrade at bottom and upgrade at top.
More likely than not, it is un-sustainable.
Great buy at 22.89, congratulation. I followed you and got some yesterday.
Got some IDR at $8.45, just small number, because I do not fully understand its gold reserve and grade.
I bought IART at 24s, sold at 25s for a quick profitable day trading to pay for the time I spent.
Lots of little growth drug stocks are valued at pe around 10 or below, in contrast to 20-27 PE going forward as you claimed.
IART's guided 2024 revenue organic growth of 3.3% to 4.3%, in line with current inflation, and thus no organic growth after inflation.
Thanks a lot, SSKILLZ1, your writing is always interesting for me.
Wade, you have judgement problem: ex. IART's Boston Factory product revenue was merely 4-5% of its total revenue, before and during the FDA inquiry and investigation period, yet you made the big deal of it. IART's stock decline has other reasons.
Do what you believe and I have neither time nor interest to argue, just as I have neither time or interest to follow any analysts.
I trust the report including estimate number from the company only. Could I say Wadegarret portfolio misses YTD return, because it is up only 44%, less than analyst/statistician Valuemind's estimate 200%, reflecting Wadegarret is aging and losing competitiveness?
SMCI met its revenue guidance and beat its earning guidance significantly in the quarter ending March 31, and beat its analysts' revenue guidance for the quarter ending June 30. It will earning about 40 per share in the fiscal year starting July 2024. These are the reasons why I believe she will be traded above 1300 after its earning report ending June 30.
hweb2, SMCI, a growth stock, would not be undervalued if she could not grow fast. You are the value investor, so it is understand why you stay away from her. I keep 75% her untouched for long term, and 25% for short term trading. Both long and short term have been extremely profitable, and she has been the third most profitable stock this year so far for me. The quarter ending March 31 is seasonally weak, but the quarter ending June 30 is seasonally strong. So the great time is only 2 months away. No one could guarantee a growth stock stays growth for long, but I believe strongly that SMCI will.
Great summary. SMCI will earn about 8 this quarter, about 40 in the fiscal year starting July 1, 2024, and grow many quarters to come because of her competitive advantage.
Hope you got some already? I bought back 90% short term SMCI shares at 742, 730, 720 and 710. Additional 10% at 700 has not been filled! This is the company which is so well managed that it has not had one loss years since its IPO!
Bought back more SMCI at $730
2morrowsGains: I bought back some SMCI at $742 because the third fiscal quarter ending March 31 is usually seasonally weak for SMCI, yet its revenue sequentially rose 5% and it is strength for me. Of course many investors misunderstood 5% sequential rise in revenue as a weakness from competition.
Congratulation on GERN!
LWAY, boring packaged food company, has doubled in the past month, faster than expected.
SMCI down 1+% pre-market, possibly a healthy breath before back over 900 as earning is coming in tomorrow.
TSLA up 10+% pre-market due to FSD win in China, confirming the rapid progress in full self driving which may become a reality by the end of THIS year.
SMIC=Mr Beast!
GOOG + 13% after hour. Its cloud revenue grows faster than MSFT
Arbitrage is the strategy I use to reduce cost from time to time. But many times it backfired for me.