Most engaging posts mentioning stocks from @VetTechTrader over the last 72 hours.
10/29/24
I personally don't get $DJT even if Trump wins- it's just a real time gambling ticker- but anyone who thinks the race is air tight can simply go all in short $DJT if truly believe that- prob goes lower ult no matter, honestly...
10/28/24
Frankly, shocked $AEHR was still flat to up premkt with the $ON capex slides out- the lower capex is def a negative no doubt, if that wasn't super clear
10/28/24
MS has been neg on $NTNX since 20/below- they finally upgrade in the low 60s- they must know something:))
10/29/24
$AMD had Gaming revs go from 648M in q2 (which was already down 59% yoy) to 462M in q3 (down 69% yoy) and down 29% seq- I wonder if they were willing to hold back shipments given strength in DC and Client
10/29/24
Anyone that truly believes the market isn't rallying on anticipation of Trump winning, please explain $DJT- pretty sure it's not the crazy intrinsic value- this is a read of markets, nothing less- and I'll gladly block anyone that wants to act like a kindergartner
10/29/24
$QRVO pretty light guide- prob fans flame of forward iPhone weakness post earlier than norm channel fill- will have to hear call for deets
10/28/24
Josh trimming $GOOG on decelerating rev growth which is fine, but says "...slowest revenue growth quarter this company has had in quite some time, if ever...expected to grow 12% yoy..."- actually grew slower 5 Qs in a row '22-'23- range 1-10% yoy- let's just get the facts right
10/28/24
$CDNS headline 3% rev and .20 eps beats, but implied q4 guide lower and year tgts basically reit's with eps .03 higher; backlog big decel to 4% yoy growth vs. 13% in q2 and seq decline of 7%
10/29/24
$RDDT crushed q3/q4 guide- revs ~11% beat, ebitda 94M vs. 60M est; q4 revs guided 10% higher; layer on decent short base and decent squeeze
10/29/24
$MOGO paid just under 20M for Carta (trans process) back in '21- have almost doubled vols and lots of work on cost structure- alone cld be worth >mkt cap plus have Wealth biz (tiny $SOFI) accorded zero value- know it's small, cld be end of Oct type of stuff
10/29/24
$AMKR pretty clearly laid out the early channel fill dynamic for $AAPL for the iPhone 16 and softness into q4- hopeful for rebound into '25 like everyone on potential AI impact
10/28/24
$BYON near 6 to 7 - not bad for right trading logic on a cap sell off https://t.co/eD6qu1Rvhi
10/29/24
I guess it only took 2 mos and a 60% move to get a short to finally cover $UPWK or a new long to realize there's value on basically the same set of numbers several months ago...
10/28/24
ML picked up ~1M worth of $BYON shares as expected https://t.co/eD6qu1Rvhi
10/29/24
$MOGO tiny co-owns 87M shrs in $WONDF which is up 20+% today on crypto assoc (~1/2 its mkt cap)- that alone, cld be up 10% vs. being down; cld shut down credit biz, sell off loan book, elim LoC, net remaining debt vs. cash; have 1/2 of mkt cap $WONDF and rest of biz (~60% free)
10/29/24
Other than JOLTS, pretty much every econ datapt of the last 10 or so was hotter than exp'd- and no matter which cand gets elected (obv Trump has exp'd mo), more spending/inflationary vibe- why $TNX yield continues to rip higher
10/28/24
I’m taking some of that trading money off the table in $BYON from early Fri- seemed too easy but yet still happened- smh…
10/28/24
$AEHR re: $ON (their largest cust)- spent 15% more capex than guided for q3 but cutting LT capex intensity in half to MSDs from prior 11%- depending on rev growth next 2 years, pencils out at best flat to down going forward (10% in '24) which isn't what you really want to hear
10/29/24
$SNAP slight rev and DAU beat; 132M ebitda vs. 90M est; q4 guide on call- initially people not wow'd by ebitda upside or 500M buybk
10/29/24
$GOOG should have some reasonable upside on their total Ad biz in q3; GCP likely strong; poss minor cost pressures as alluded to in q2 call; don't guide for q4 but headwinds will get tougher on top line- comps/currency; exps feel rel lowish- obv lots of bigger pic issues going on