Stocks n trades

Author: pluginever

  • Is Ubisoft dying?

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    pluginever
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    I know l, I know, crazy post. But I keep an eye on Ubisoft's stock prices in the hopes they DIE (because… It's Ubisoft. Like the Nazi Germany of gaming corporations). Either way, I learned at 10:50 A.M. today, they hit a stock price of $4.00. The last time I could find it lower was…

  • Who’s buying what this week?

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    pluginever
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    The question is super straightforward: if you're a buyer this week, what are you buying? I'm drawing this out to comply with “low effort” policies, despite over complicating an otherwise concise question. Thanks for reading

  • These are the stocks on my watchlist (7/25)

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    pluginever
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    Hi! I am an ex-prop shop equity trader. This is a daily watchlist for trading: I might trade all/none of the stocks listed, and even stocks not listed! I only hold MAG7/market indices long-term. If you use Old Reddit, click “Show Images” at the top to expand the charts. Any positions stated aren’t recommendations, I’m…

  • Why is Micron sold off more than other semiconductors?

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    pluginever
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    I am curious why Micron was the one who got sold off more than other semiconductors. It beat earning estimates not long ago, and even though the guidance was not as strong as those pundits thought, the CEO did mention its high bandwidth memory chips have been sold old through 2025. If compared how much…

  • What justifies Tesla’s high P/E ratio amid all of the headwinds? (Unbiased answers please)

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    pluginever
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    Tesla's fundamentals are weak. Revenue and income has been declining YoY for two consequtive quarters now. Vehicle deliveries declining. Their market is getting eaten away by competitors and they have no strategy to combat that. Reliability (a proxy for product quality) is mid-tier. Their R&D projects are missing schedules for a while, and has no…

  • IBM Earnings Beat Estimates, AI Orders Surge, Is It Still Worth Buying?

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    pluginever
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    IBM reported better-than-expected second-quarter results, helped by demand for artificial intelligence tools. The Dow Jones tech giant also raised its full-year free cash flow forecast slightly. In its earnings report released Wednesday night, IBM said it reported adjusted earnings of $2.43 per share on sales of $15.77 billion for the quarter ended June.Analysts surveyed by…

  • What happens to growth companies when they stop growing and transition into a Value company?

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    pluginever
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    Is this usually a violent time in terms of stock price? When companies stop being able to support their crazy forward P/E’s do we see a massive sell off? Or is it more gradual as I assume a lot of these companies start returning money to shareholders holders via higher dividends.

  • Nasdaq earnings Q2

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    pluginever
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    Key takeaways Estimate EPS of $0.64 adjustment EPS is $0.69 Q2 revenue increased by 25% to $1.16B ARR increased Y/Y by 29% to $2.7B Readjusted guidance to be higher later in the year with the CEO expecting increased IPOs in the market Financial technology is up 34% y/y to $901M Stock is up 7.35% as…

  • How innovative is Big Tech?

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    pluginever
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    I am curious to hear others opinions why they invest in Big Tech, is it just because it's a safe popular investment? I have traded for years now, and never put a dime in any of those companies based on personal beliefs. I would differentiate Big Tech into 'innovative' companies like Apple, Microsoft, Nvidia etc.…

  • Anyone have Tempus AI(TEM) in their watchlist

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    pluginever
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    Their earnings release is on August 6. They just started last month on NASDAQ like a month ago, holding around $40 pretty strong. What are your thoughts on them post earnings release? Let me know if you are already holding or planning to buy and what’s your expectation price?