Author: pluginever

This is the daily discussion, so anything stocks related is fine, but the theme for today is on technical analysis (TA), but if TA is not your thing then just ignore the theme. Some helpful day to day links, including news: Finviz for charts, fundamentals, and aggregated news on individual stocks Bloomberg market news StreetInsider…

After reading through all the AMZN analyses here, seems like there is a lot of positive bull cases for AMZN over the next decade AWS cloud is still growing and has plenty more room to grow. It's hard for vendors to simply switch from AWS to Azure/Google cloud because it's a massive tech stack shift.…

Actually 1000 shares – 119 average. If you don’t know Enphase(ENPH) they’re in Solar industry and does residential/small scale micro inverters, batteries and software for the solar setup. It’s beaten down because of the interest rates. Over the last year or more, they’ve rapidly expanded in EU. Their biggest market in US is California and…

Hey everyone, Been reading a bunch about building a stock portfolio lately, some of the articles caught my eye. their diversification advice is spot on, but I'm curious about their stock picks, particularly Tesla. While I get the growth potential, it feels a bit single-stock heavy for my strategy. Thoughts? Also, looking for some solid…

I was analyzing WYNN for a school assignment recently and I saw that their market/book ratio was very low meaning the company could be undervalued. They were on par with other companies like MGM and Caesar's in other metrics but compared to them it seems it is undervalued. Another thing that I think is bullish…

The state of Illinois has issued a tax hike on gambling profits – DKNG down 12% on the news, Flutter 7%. Before efforts to mitigate the tax hike, Citi analysts said it could cost Flutter $94 million if in place over a full year. Mitigation may come from lower promotional spending, the firm said. BTIG…

Analysts [BofA etc] are gushing over Apple's AI strategy and peddling it as their top pick for AI play. My question is that will AI will help Apple sell more smartphones? No doubt Apple produces quality product but competition [Samsung and Chinese pretenders] has creeped up in recent quarter. AI may improve the quality of…

Elliott, the $65 billion hedge fund best known for its shareholder activism, has made a $2.5 billion investment in Texas Instruments and is urging the company to improve its free cash flow by adapting a less rigid plan for capital expenditures. In a 13 page letter viewed by CNBC, Elliott proposes that Texas Instruments introduce…

With Marijuana likely to be reclassified from a schedule 1 to a schedule 3 drug. I wanted to get your opinion of buying and holding $MSOX for the next 6 months or take profit if it pops within that time period. Currently trading at $3.5, it has popped over $7 thrice over the last 6…

HubSpot shares rallied 8% on Tuesday after CNBC’s David Faber reported that Alphabet is looking at an all-stock offer for the software company. Reports of a potential deal first surfaced in early April, when Reuters published a story saying Alphabet was talking to advisors about making an offer for HubSpot. Bloomberg followed with a story…