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Economy stonks v20, you get an offering

kahiljabroni said:
Do you think they are oversold at this point?
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who?

if you mean chinese stocks - no idea.


i've never trusted them (why i never held any chinese stocks) but these moves recently by china are nuts and akin to cutting off their own leg just to scare the rest of the world/their own companies... they realllllllllllly don't seem to want chinese companies to list in the usa (or perhaps, foreign markets in general) and they're cracking down hard on their own (since they can't really crack down on foreign companies). seems like the ccp just wants to exert/demonstrate complete control over china's economy and doesn't give a shit if their 'comony gets rekt.

tl;dr - only pooh bear knows.


if you mean the impact of 'merican stonks? yeah, for the most part. ones with more reliance on china might bleed further, but a lot got rekt for basically no legit reason.
 
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rob mafia said:
who?

if you mean chinese stocks - no idea.


i've never trusted them (why i never held any chinese stocks) but these moves recently by china are nuts and akin to cutting off their own leg just to scare the rest of the world/their own companies... they realllllllllllly don't seem to want chinese companies to list in the usa (or perhaps, foreign markets in general) and they're cracking down hard on their own (since they can't really crack down on foreign companies). seems like the ccp just wants to exert/demonstrate complete control over china's economy and doesn't give a shit if their 'comony gets rekt.

tl;dr - only pooh bear knows.


if you mean the impact of 'merican stonks? yeah, for the most part. ones with more reliance on china might bleed further, but a lot got rekt for basically no legit reason.
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I mostly meant the big Chinese names that have been destroyed. Baba...futu...nio...Qfin. Does china's behavior justify the massive selloff? Granted some of them are still up huge on the year.

I've played the shit out of qfin over last 6 months or whatever. Hits low 20s I buy....gets up over 30 I sell. I got very lucky recently and rode it to the 40s and got out. Today I bought a call on it around 22$ for the fuck of it.

Just curious if you thought there was opportunity there? I think the news is overblown but the stocks are still overvalued so not jumping in.
 
kahiljabroni said:
I mostly meant the big Chinese names that have been destroyed. Baba...futu...nio...Qfin. Does china's behavior justify the massive selloff? Granted some of them are still up huge on the year.

I've played the shit out of qfin over last 6 months or whatever. Hits low 20s I buy....gets up over 30 I sell. I got very lucky recently and rode it to the 40s and got out. Today I bought a call on it around 22$ for the fuck of it.

Just curious if you thought there was opportunity there? I think the news is overblown but the stocks are still overvalued so not jumping in.
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no idea. could be good buying opportunities, could be destroyed next week by ccp.

i don't think anyone really knows. depending on the greeks, calls might be the best way to go. imo, chinese shit look like lotto tickets. might win, might lose... and you probably have no idea either way.

personally, i don't touch china outside of daytrades. maybe with some kind of extreme hedging. i'm apparently eating a ton of external china risk with xlnx, anyway.
 
and fuck, the intel comedy show is... not slowing down.


yesterday, pat gelsinger said something like 'it's easier to be in 2nd place, it's easier to catch up and less energy' in some crazyass/terribad attempt to brag/claim their failures are part of some intentional strategy.

https://www.intel.com/content/www/us/en/events/accelerated.html (~37 minute mark)

now this:

"I have set a goal that by the end of the decade we want to be the number two player in that market," said Gelsinger.


https://finance.yahoo.com/news/inte...ry-you-cant-be-a-little-player-175853537.html

welp, at least he knows they're not even in second...

<{outtahere}>

'hey, everyone! pay us to fab for you! sure, we're lazy and don't put in effort... but we're maybe 3rd best, so why wouldn't you want us to make your shit?'
 
looks like amd killed it again. Hopefully this doesn't sell off like last quarter's beat.
 
msft's numbers are great

amd's are fucking amazing

https://ir.amd.com/news-events/pres...reports-second-quarter-2021-financial-results

beat on eps, beat on revenue, and ANOTHER guidance raise. fy21 37% -> 50% and now to 60% yoy

and only 3.1 million shares bought back, so the conversion ratio should still be about 1.72


cmGufcM.gif
 
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$APL and $MSFT putting in earnings work and then go down.
 
Bags getting heavy in UWMC.

Time to load the truck I guess.

A bit of an over reaction in some stocks with solid fundamentals. Would consider NIO & XPEV under $25-$30 range if any chinese stocks. But its legit just risky business Chinese stocks now, these fuks are sending shock waves through the market lol.
 
Gas121 said:
Bags getting heavy in UWMC.

Time to load the truck I guess.

A bit of an over reaction in some stocks with solid fundamentals. Would consider NIO & XPEV under $25-$30 range if any chinese stocks. But its legit just risky business Chinese stocks now, these fuks are sending shock waves through the market lol.
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bro I am so mad at myself for not holding shorts in chinese turoring cos GOTU and TAL from $125 down to $3 lol.
Why the fuck was I not loaded to the gills when that shit was worth like 30 billion masrket cap per co?
 
brackis1 said:
bro I am so mad at myself for not holding shorts in chinese turoring cos GOTU and TAL from $125 down to $3 lol.
Why the fuck was I not loaded to the gills when that shit was worth like 30 billion masrket cap per co?
Click to expand...



it's hard to fault any of us for not being psychic to this degree.
 
Picked up some CCO today in hopes for a quick flip due to possible better then expected earnings that come out on Thursday. Hopefully the small gamble pays off. Also Friday I sold the rest of my AEHR at 6.06 on Friday. Bought back yesterday at 5.35. Was almost going to add more today, but I thought it would break the $5 mark instead it had a nice recovery into the green. Had a SMSI limit order at 5.25 today just missing the low of 5.27 today.
 
What Apple, Microsoft and Alphabet are doing at their size is incredible. Look at this:

Revenues shot up 62% to $61.9B, a full 10% over analyst estimates, and EPS rose 169% to $27.26, topping expectations by more than 41%. Revenue breakout: Google search and other, $35.85B (up 68%); YouTube ads, $7B (up 83.7%); Google Network, $7.6B (up 60.4%); Google other, $6.62B (up 29.3%); Google Cloud, $4.63B (up 53.9%); Other Bets, $192M (up 29.7%).
 
brackis1 said:
bro I am so mad at myself for not holding shorts in chinese turoring cos GOTU and TAL from $125 down to $3 lol.
Why the fuck was I not loaded to the gills when that shit was worth like 30 billion masrket cap per co?
Click to expand...

Had the same feels. All chinese stocks have been pretty much punished, was an easy short on Chinese EV today as well urghh.

HOLA said:
What Apple, Microsoft and Alphabet are doing at their size is incredible. Look at this:

Revenues shot up 62% to $61.9B, a full 10% over analyst estimates, and EPS rose 169% to $27.26, topping expectations by more than 41%. Revenue breakout: Google search and other, $35.85B (up 68%); YouTube ads, $7B (up 83.7%); Google Network, $7.6B (up 60.4%); Google other, $6.62B (up 29.3%); Google Cloud, $4.63B (up 53.9%); Other Bets, $192M (up 29.7%).
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Yup complete blow outs. It's kinda hard to compete against these monster companies. Basically taking over the world. I sold my MSFT & ORCL & AAPL at the beginning of the year like an idiot for high reward/risky stocks that have done diddly squat.
 
Anyone have any shit at all time highs they're giddy about that I can short?
*scratches neck*
 
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