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is drake (the duck not the rapper) around?

...
Onyx faggotry piazza
  02/22/18
Sup
Laughsome parlor
  02/22/18
thoughts on TWTR after performance in last couple quarters? ...
Onyx faggotry piazza
  02/22/18
...
Onyx faggotry piazza
  02/22/18
Not close to twitter anymore but general sense i get is ther...
Laughsome parlor
  02/22/18
oh yeah and what about oled. wtf is going on with those fagg...
Onyx faggotry piazza
  02/22/18
Yeah iphone worries. They report and guide 2018 after cl...
Laughsome parlor
  02/22/18
hmmmm.... contemplating doubling down rn. i wish i knew h...
Onyx faggotry piazza
  02/22/18
also watt baba nflx sq splk nvda and atvi tyty!!!
Onyx faggotry piazza
  02/22/18
1. Vaporware 2. Long 3. Long but probably flat for rest of...
Laughsome parlor
  02/22/18
please expand on watt? i'm holding it like a sucker rn. i ta...
Onyx faggotry piazza
  02/22/18
I don't know if the product is real/can be commerciallized i...
Laughsome parlor
  02/22/18
fmfl
Onyx faggotry piazza
  02/22/18
question about nvda. you said "6. As long as crytpo doe...
Onyx faggotry piazza
  02/22/18
...
Onyx faggotry piazza
  02/22/18
Last Q crypto was probably around 15% of their revenue, like...
Laughsome parlor
  02/22/18
fml forgot to ask about the king, queen and emperor of them ...
Onyx faggotry piazza
  02/22/18
Hard to have any real edge Generally buy when they are hate...
Laughsome parlor
  02/22/18
thoughts on this douche's disney will eat nflx's lunch thesi...
Onyx faggotry piazza
  02/22/18
There's room for more than one streaming service NFLX co...
Laughsome parlor
  02/22/18
so the disney douche was completely retarded right? hell yea...
Onyx faggotry piazza
  02/22/18


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Reply Favorite

Date: February 22nd, 2018 9:48 AM
Author: Onyx faggotry piazza



(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459720)



Reply Favorite

Date: February 22nd, 2018 9:51 AM
Author: Laughsome parlor

Sup

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459730)



Reply Favorite

Date: February 22nd, 2018 9:54 AM
Author: Onyx faggotry piazza

thoughts on TWTR after performance in last couple quarters?

thoughts on SHOP?

thoughts on ANET post earnings dissapoint?

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459754)



Reply Favorite

Date: February 22nd, 2018 10:00 AM
Author: Onyx faggotry piazza



(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459782)



Reply Favorite

Date: February 22nd, 2018 10:01 AM
Author: Laughsome parlor

Not close to twitter anymore but general sense i get is there is momentum to move ad dollars to twitter from FB. To the extent that drives momentum should work. People in general trying to find other FBs - witness Snapchat move as well

SHOP is a great company but too expensive for my tastes. Will probably work if you like momentum stocks. Will get bought out by someone like Adobe in my opinion, maybe Salesforce.

ANET is going to decel a lot this year. Lots of hair on their guide and stock was too expensive. I've stated before that I love the company but its just too expensive ans I've said that all. The way up from like $150 or so.

However I think this could be a good entry and the company will beat estimates as the year goes on. Nothing fundamentally wrong wih the thesis, just when you are that expensive your earnings reports must be pristine. The bull case is something like $10 of EPS in 2019. 30x forward P/E means it is a $300 stock at the end of the year. Decent upside

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459784)



Reply Favorite

Date: February 22nd, 2018 10:02 AM
Author: Onyx faggotry piazza

oh yeah and what about oled. wtf is going on with those faggots? is it all about the iphone X worries?

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459793)



Reply Favorite

Date: February 22nd, 2018 10:03 AM
Author: Laughsome parlor

Yeah iphone worries.

They report and guide 2018 after close today. I expect a big beat and strong guide and stock to rip

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459796)



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Date: February 22nd, 2018 10:05 AM
Author: Onyx faggotry piazza

hmmmm.... contemplating doubling down rn.

i wish i knew how to play options properly

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459815)



Reply Favorite

Date: February 22nd, 2018 10:04 AM
Author: Onyx faggotry piazza

also watt baba nflx sq splk nvda and atvi

tyty!!!

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459810)



Reply Favorite

Date: February 22nd, 2018 10:12 AM
Author: Laughsome parlor

1. Vaporware

2. Long

3. Long but probably flat for rest of this year

4. Biased short as profits mainly from merchant lending not payments

5. Gun to my head a short but good asset. Wouldnt be playing it here

6. As long as crytpo doesnt implode its a long

7. Long

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459844)



Reply Favorite

Date: February 22nd, 2018 10:14 AM
Author: Onyx faggotry piazza

please expand on watt? i'm holding it like a sucker rn. i take it you mean its like a biotech stock in that it has promising IP that could mean lots of sales down the road but we wont see any yuge moves anytime soon?

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459845)



Reply Favorite

Date: February 22nd, 2018 10:21 AM
Author: Laughsome parlor

I don't know if the product is real/can be commerciallized in any real sense. The contact based stuff isnt markedly different than current inductive charging methods (Qi) and the at a distance stuff is still TBD

I don't trust the management team and I don't trust them to execute. They lied to people's faces on their equity raise

It is very biotechy. You've basically bought into a binary outcome. It hits and is big and stock could 5x or you lose all your money if the tech shows itself to be worthless

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459889)



Reply Favorite

Date: February 22nd, 2018 10:32 AM
Author: Onyx faggotry piazza

fmfl

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35459984)



Reply Favorite

Date: February 22nd, 2018 10:36 AM
Author: Onyx faggotry piazza

question about nvda. you said "6. As long as crytpo doesnt implode its a long"

i thought nvda's growth was anticipated to be in stuff like AI, automation, driverless cars and all that bullshit. i thought crypto was a tiny almost irrelevant portion of their growth story?

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35460011)



Reply Favorite

Date: February 22nd, 2018 11:31 AM
Author: Onyx faggotry piazza



(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35460402)



Reply Favorite

Date: February 22nd, 2018 2:53 PM
Author: Laughsome parlor

Last Q crypto was probably around 15% of their revenue, likely something like 20% of profits

Long term thesis on datacenter / automation notwithstanding, that much exposure compounded by the fact these GPUs will float around used cannibalizing new GPU sales is no bueno in short term

For a momentum stock like NVDA they can never not beat numbers. If they even come in-line with expectations the stock will go down. If they miss, good luck.

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35462197)



Reply Favorite

Date: February 22nd, 2018 11:31 AM
Author: Onyx faggotry piazza

fml forgot to ask about the king, queen and emperor of them all: fb, googl, amzn?

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35460405)



Reply Favorite

Date: February 22nd, 2018 2:55 PM
Author: Laughsome parlor

Hard to have any real edge

Generally buy when they are hated and stock is down. Trim when they are universally loved and stock is up

AMZN which I love is above my end of year PT so sadly had to trim my position

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35462215)



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Date: February 22nd, 2018 11:37 AM
Author: Onyx faggotry piazza

thoughts on this douche's disney will eat nflx's lunch thesis?

http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078054



(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35460460)



Reply Favorite

Date: February 22nd, 2018 2:59 PM
Author: Laughsome parlor

There's room for more than one streaming service

NFLX could raise prices to $19.99 and nobody would flinch. I think the current price is $12 a month? Even with subscriber ads you can raise prices $2 every other year and have 70% revenue growth over 8 years

Hard to see significant cannabilization of subscribers in these business. Just think of Sirius XM or even AOL. People tend not to churn. And NFLX will be continually adding value to the service with new shows and content



(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35462245)



Reply Favorite

Date: February 22nd, 2018 3:46 PM
Author: Onyx faggotry piazza

so the disney douche was completely retarded right? hell yeah

(http://www.autoadmit.com/thread.php?thread_id=3900348&forum_id=2#35462641)