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budgetthis - Thanks...
It felt good to take a break and recharge the batteries.
NVDA is looking good. Looking for some great Earnings and a decent rally thru Year-end.
Go NVDA!!!
Shorties getting burned today.
MRNA is on FIRE. Fantastic Day...
Too Infinity and Beyond...
Wow - looks like I missed a big rally as we hit $443 last Thursday.
Back from my 10 day vacation and away from iHub and rewarded with an awesome price upon my return. $100 increase in 1 week. Booyah!!!
Never in my wildest dreams that I thought I would see $443 so soon after buying original shares at $22 in Spring 2020. Even more mind boggling is my additional purchase at $204 just 7 weeks ago. Bammmmm....
Future is very promising. Go MRNA!!!
Over $200 sure looks good.
Back from my 10 day vacation and away from iHub.
I knew $200 would hit soon enough.
ARM deal or no deal, doesn't really matter, as we are strong and have a bright future ahead of us.
Back from my 10 day vacation and away from iHub.
Sure feels good to chill out and recharge the body.
Wow, Amazon sure got slammed after Earnings. Panic selling which got blown out of proportion.
Who's worried??? Not me, holding long and strong since Summer of 1999 and been buying more over the years.
So we missed Revenues by a little bit, yet we knocked Earnings out of the park, Advertising looks good, AWS looks good. Future is very bright and promising.
Back from my 10 day vacation and away from iHub.
Sure feels good to get away and chill out for a while
Looks like I haven't missed much around here as Apple remains under $150 and continues to consolidate.
Amazon Reports Earnings Today. Should Be Really, Really Good.
The Street consensus calls for $115.4 billion in sales and $7.8 billion in operating income.
Looking good so far. Pushing towards $200.
Qualcomm (QCOM) Q3 Earnings Beat on Solid 5G Chip Traction
Zacks Equity Research
Thu, July 29, 2021, 8:34 AM
Qualcomm Incorporated QCOM reported solid third-quarter fiscal 2021 results driven by the ramp-up in 5G-enabled chips and surge in demand for essential products and services that are the building blocks for digital transformation in the cloud economy. Both the bottom line and the top line increased year over year and surpassed the Zacks Consensus Estimate, backed by the strength of the business model and the ability to respond proactively to the evolving market scenario.
Net Income
On a GAAP basis, net income in the June quarter more than doubled to $2,027 million or $1.77 per share from $845 million or 74 cents per share in the prior-year quarter. The significant improvement in GAAP earnings was primarily attributable to top-line growth driven by surging demand of 5G products across handsets, along with higher automotive and IoT revenues.
Quarterly non-GAAP net income came in at $2,200 million or $1.92 per share compared with $982 million or 86 cents per share in the year-ago quarter. Undeterred by the supply chain adversities, the non-GAAP earnings per share were largely driven by higher revenues across the board. The bottom line exceeded management’s guidance and beat the Zacks Consensus Estimate by 25 cents.
Revenues
On a GAAP basis, total revenues in the fiscal third quarter were $8,060 million compared with $4,893 million in the prior-year quarter. The radical increase in revenues was driven by 5G ramp up, chip design win momentum, RF front-end demand and rise in automotive and IoT revenues with diligent execution of operational plans and resilient business culture acting as catalysts. The GAAP revenues in the quarter exceeded the company’s guided range.
Non-GAAP revenues in the reported quarter were $7,995 million compared with $4,890 million in the year-earlier quarter. The figure beat the consensus mark of $7,576 million, driven by 5G strength, high-performing core chipsets and new RF front-end content.
https://finance.yahoo.com/news/qualcomm-qcom-q3-earnings-beat-123412115.html
Wow - big rally right out of the gates.
Something big is going on.
We popped over $395 within 30 months.
Go ZOOM...
Amazing, Fabulous, Fantastic, Marvelous, Phenomenal, Unbelievable Day....
With all the recent good news for MRNA coming out and the PFE Earnings today, really helped power MRNA higher. Just wait until MRNA reports on 8/05. BaBammmmm...
Still can't believe that I bought more MRNA about 5-6 weeks ago for $204 and here we are at $350 already.
COVID is just the tip of the iceberg. Flu, HIV, Zika and Cancer Vaccines will rocket us to outer space.
MRNA is Rockin' !!!
Looks like my $142 was spot on.
We traded down to $142.54 then rallied back up.
We are now trading at a decent level now and should consolidate under $150 for a little while.
Looking good, as we close out the first month of the 3rd Quarter at this price level.
Qualcomm Stock Jumps On June-Quarter Earnings Beat
QCOM beat on top and bottom.
Future looks very promising.
Let's get this back to $160.00 range.
After owning BABA for 5 years it was time to move on and make some big $$$$.
Used the proceeds to buy more MRNA in mid June at $204.40 and watched it reach $348.83 last Friday, 7/23. Not a bad $144 pop in just under 5 weeks.
Good luck to you....
Wow catty - sounds like you panicked too early.
What gives with "Biden might be out of office at any time."
These are just typical fears about Delta Variant (cases and deaths increasing) and Inflation that the Markets are seeing. Yes, you will have some profit taking and selloffs from time to time, yet the 3rd and 4th Quarters will be fantastic.
Just look at how well the MSFT, AAPL and GOOG Revenues and Earnings were. Just think, the world is still struggling, however, the future looks very promising. More and more countries will get vaccinated and will fully open by EOY.
Go NVDA!!!
So sad to see China ruin their Tech's.
Really enjoyed nice runs with both BABA and BIDU for several years but saw the writing on the wall a few weeks ago and sold out of my positions for both companies.
Not worth staying around to watch the constant bloodbath.
Good luck everyone...
Agree 100%. Exactly what we need.
We were due for a sell off and profit taking.
We were just under $200 on both 6/16 and 6/18 and rallied up to $348.83 last Friday, 7/23. Now that was a serious rally in 5 weeks.
Can't wait to see what Earnings will look like.
MRNA Historical Prices
Date Close Change Change (%) Open High Low Volume
Jun 18 2021 199.19 -3.28 -1.62% 201.81 204.84 194.51 6,642,330
Jun 17 2021 202.47 4.63 2.34% 199.99 203.9223 197.72 4,949,510
Jun 16 2021 197.84 -3.75 -1.86% 200.16 203.98 193.2016 7,251,262
WTH Amazon!!! Down $113 at low point.
Hopefully this is not a sign of what their Earnings are going to do the end of the week.
Come on Amazon, stand strong and stay above $3,600 thru the week.
Yes, the Conference Call helped stop the bleeding.
Cloud growth is fantastic and really giving Amazon and AWS a run for its money.
Price should level off and get back on track soon enough.
Good day TTD.
Start and end the day in the green.
With Markets tanking, TTD held up really good.
Go TTD!!!
Looks good to start and end in the green.
With the Markets tanking big, NFLX held up fantastic.
Great Job NFLX!!!
Good Job... Beat on both top and bottom.
Revenues: $81.43 vs. $73.30
Earnings: $1.30 vs. $1.01
Yes, it was expected due to the rally over past few months.
Beat on both top and bottom.
Revenues: $46.15 Billion vs. $44.24
Earnings: $2.17 vs. $1.92
Azure Revenues up 51% in Quarter.
LinkedIn Revenues up 51% in Quarter.
I honestly believe that a lot of their Earnings are already built into the current price.
They really need to provide a big surprise to get the needle to move a lot higher than $150 range.
There is no way, this is at $160 by end of day (Market Close).
It will either pop to $155 or sell off to $142.
Either way, hold tight. Q2 is typically Apple's slowest Quarter and we will bounce back for remaining Quarters.
Go Apple!!!
Microsoft Q4 earnings preview: Analysts expect a big cloud win
Daniel Howley·Technology Editor
Mon, July 26, 2021, 4:51 PM
Microsoft (MSFT) will report its Q4 2021 earnings after the closing bell on Tuesday, with analysts looking toward how much the tech giant has managed to continue to build out of its cloud empire.
Here's what analysts are expecting from the Windows maker in the quarter, as compiled by Bloomberg, versus how it performed in Q4 2020.
Revenue: $44.25 billion expected versus $38 billion in Q4 2020
Earnings per share: $1.92 expected versus $1.46 in Q4 2020
Productivity and Business Processes: $13.9 billion expected versus $11.8 billion in Q4 2020
Intelligent Cloud: $16.4 billion expected versus $13.4 billion in Q4 2020
More Personal Computing: $13.8 billion expected versus $12.9 billion in Q4 2020
Microsoft's cloud business has been the key to its impressive stock performance in recent years, capping it off with the company's market capitalization closing about $2 trillion for the first time in its history in June. And analysts are expecting more from the business in Q4.
"We expect another 'beat and raise' special from Redmond with Azure growth numbers (45%+ YoY) that exceed whisper expectations and headline numbers that comfortably exceed the Street's $44 billion and $1.90 estimate," Wedbush analyst Dan Ives wrote in a note ahead of Microsoft's earnings.
"We are seeing deal sizes continue to increase markedly as enterprise-wide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud driven architecture," he added.
The pandemic forced many companies to build out capabilities for their employees to work from home, driving businesses to spend more on cloud resources. And with more employees seeking work-from-home opportunities, firms will need to keep meeting those requests, ensuring they continue to invest in cloud capabilities moving forward.
https://finance.yahoo.com/news/microsoft-q4-earnings-2021-205140685.html
Zoom Gains As BofA Calls It Top Pick, Five9 Deal Game-changer
Mon, July 26, 2021, 8:26 AM
By Dhirendra Tripathi
Investing.com – Zoom stock (NASDAQ:ZM) gained almost 4% Monday as a BofA Securities (NYSE:BAC) analyst called it a top pick and labelled the company’s acquisition of Five9 (NASDAQ:FIVN) a game-changer.
Five9 stock was also up nearly 4%.
Analyst Daniel Bartus has a buy on the video conference firm's stock with a $480 target, an upside of nearly 29% from the current level of $372.55.
In a July 18 announcement, Zoom said it will buy Five9 in an all-stock deal.
The acquisition is expected to enhance Zoom’s presence with enterprise customers and help the video service target the $24 billion contact center market.
Zoom operates unified communications as a service and Five9 offers Cloud-based customer-service software. Both the markets are still hot and both players are leaders in their respective domains, as per Bartus.
According to the analyst, the trend of bundling the two is increasing and the combination of the technologies will be attractive.
Both markets are early in cloud migration and the analyst cited channel checks as suggesting that Covid continues to drive adoption of the two services.
https://finance.yahoo.com/news/zoom-gains-bofa-calls-top-122611867.html
Enjoying the 15% rally today.
Hopefully Bitcoin can keep rallying over $40,000 and on to $45,000.
Feels good to see a decent rally today.
Go GBTC!!!
Another great day in Amazon Land.
Flirting with a close > $3,700 and wants to run higher.
Hoping we rally into Earnings then enjoy some incredible Revenues and Earnings on Thursday afternoon.
Let Er' Rip AMZN...
Amazon.com, Inc. (AMZN)
3,699.82 +43.18 (+1.18%)
At close: 4:00PM EDT
Nice beat on both top and bottom.
Revenues $11.96 Billion vs. $11.30 Billion.
Earnings $1.45 vs. $0.98 EST
Great Job Elon!!!
catty - agree 100%.
Earnings should be really good and the future looks very promising.
How about this for a scenario:
During Earnings, Jassy announces a 20:1 or 25:1 split. We then run up to $4,000. Once we split, we get news that Amazon will be added to the Dow. Then we start the fun all over again with a $160-$200 price.
Sounds pretty amazing to me. Sure feels good to dream...
rolvram - this article is 3 months old.
It talks about 1st Quarter results on April 26th and price targets are almost $2,000 lower than current.
It might cause confusion to any newbies, thus might be good idea to remove.
budgetthis - glad you are enjoying the weather.
Lounge back and chill with those Tradewinds blowing over you while you watch your MRNA profits soar. Sure beats the 100-110 temps you had in Seattle a few weeks ago.
Still can't believe how much MRNA has rallied in past few months. Just think, we are just 10 days away from an awesome Earnings Report. Numbers should be phenomenal.
Go MRNA!!!
Wrong Again...
OMG - Red Voice Media really piles on the fake news.
Azure Cloud Revenue could jump 35-40%.
Cloud will be there big winner for multiple years.
Aloha Buddy... How's the surfing in Hawaii??
Good to see that you hopped on the MRNA Rocket.
$350 sure looks mighty good. What a run since February 2020. Just think, we are only getting started.
First COVID, then Flu, then HIV, then Cancer, then Zika Vaccines. What a pipeline.
Can't wait to see their upcoming Earnings and projections for remainder of year.
$400, here we come.
MSFT sure is rallying hard into Earnings.
Azure growth should be really good when they release their Earnings on Tuesday.
Hopefully we can jump over $300 on Wednesday.
Lookin' good MSFT...
Yeah!!! NFLX finally stopped the bleeding on Friday.
A little green sure looks good.
Now let's turn this around and start rallying back to $540 range.
Fantastic rally on Friday.
I knew we would shake off the red days from the previous week and rally towards $80 again. Just didn't expect such a big rally in 1 day.
TTD is looking good. Booyah!!!
The Trade Desk, Inc. (TTD)
81.15 +7.04 (+9.50%)
At close: July 23 4:00PM EDT