Author: pluginever

  • Did I miss the short-term train on ORCL?

    Semi-short term investing right now, doing pretty good so far (looking for returns by ~ next year). I keep wanting to add ORCL to my portfolio by replacing it with something that’s underperforming (for example, COST is kind of slow right now). The only issue is that I keep waiting for it to dip and…

  • Is Netflix really worth more than Disney, Warner Bros Discovery, and Paramount COMBINED?

    I recently saw Netflix analyst upgrade and I looked at the market cap of 300 billion+. Is it really worth that much? I know they recently increased prices and they increased kdrama in their catalog but was there anything else? They aren't going to report about subscriber numbers anymore either. Another thing I noticed is…

  • Options and after hours earnings

    I have a hypothetical question. Im new to options so please don’t kill me….. Lets say, the earnings date for a company is after hours on 11/6. I have the option to buy options for 11/7. When earnings are released, lets say I make a killing on the trade…. Do I need to wait for…

  • Samsung issues lengthy apology after disappointing profit guidance

    https://www.cnbc.com/2024/10/08/samsung-issues-lengthy-apology-after-results-read-the-statement.html Samsung Vice Chairman, Jun Young-hyun, who is the new head of the company’s Device Solutions Division, issued a rare apology Tuesday after the company posted disappointing third-quarter profit guidance. The leading memory chip manufacturer projected that its operating profit for the quarter ending in September will be approximately 9.10 trillion won, missing LSEG expectations.…

  • TSMC’s revenue for September surged 39.6% YoY

    Taiwan Semiconductor Manufacturing (NYSE:TSM) revenue for September surged 39.6% year-over-year to about NT$251.87B amid growing demand for artificial intelligence chips for use in AI products. TSM — which produces chips for some of the world's largest tech companies including Apple (AAPL), Nvidia (NVDA) and AMD (AMD) — saw September-quarter revenue of NT$759.69B (adding revenues for…

  • Why would anyone buy Nike when you can buy Google?

    I know Nike got a new CEO and people think he will turn things around. But why would anyone buy Nike when you can buy Google? Nike's operating margin is 11.8% v googles 29.8% Nike's forward p/e 29 v Google 18.5 Nike free cash flow $7 billion v googles $60 billion Nike can never dream…

  • Bloomberg: US Says It’s Weighing Google Breakup as Monopoly Case Remedy

    The US Justice Department told a federal judge it is considering recommending that Google be forced to sell off parts of its operations to alleviate the harm caused by its monopolization of the online search market, in what would be a historic antitrust breakup. In a court filing Tuesday, antitrust enforcers said Judge Amit Mehta…

  • Boeing withdraws contract offer after talks with union end without a deal

    Boeing withdrew a contract offer for 33,000 machinists who have been on strike since mid-September, and said further negotiations “do not make sense at this point.” The machinists walked off the job on Sept. 13 after overwhelmingly rejecting a tentative labor deal, halting production of most of Boeing's aircraft, which are made in the Puget…

  • Bayer shares drop 7% after U.S. court announces review of Monsanto case

    Shares of German life sciences company Bayer fell nearly 7% on Wednesday, after a U.S. court said it would review a case alleging that exposure to products of the company’s Monsanto unit harmed individuals. The Washington Supreme Court this week accepted a review of litigation against the German company over the impact of polychlorinated biphenyls…

  • r/Stocks Daily Discussion Wednesday – Oct 09, 2024

    These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: Finviz for charts, fundamentals, and aggregated news on individual stocks Bloomberg market news StreetInsider news: Market Check – Possibly why the market is doing what it's doing including sudden spikes/dips Reuters aggregated – Global news If you have a…