Need to slap the people selling ups. UPS will only benefit since they’ll be the ones shipping the vaccine. Jim Cramer will touch on that tomorrow. The ceo was even on his show after the ER and made that a point
What you are saying makes sense, their recent ER was positive, and holiday shipping season is coming, but the stock market doesn't make sense. People only buy Tesla and weed stocks and Dogecoin now.
Value is likely to benefit the most from the vaccine trade, and we've already seen the rotation out of growth in the last few days. Spoiler Spoiler
this creates a buying opportunity for UPS. its new CEO comes from Home Depot, she has led the effort to cut cost over the past yr. cost control was one of the main contributors for the earnings beat so far in 2020. UPS goes x-div tomorrow, which explains the uptick in the stock price today, on the flip side, after the x-Div date, the stock price will likely to drop a tad for several days. the technicals show the formation of a triangle, close to a MACD cross-over. but i think UPS will consolidate for a bit. then, i'll load up on some LEAP options. UPS will benefit immensely w a re-open economy. w businesses re-opening/operating, the UPS's B2B business segment (almost dormant since early Mar 2020) will skyrocket
DDOG down 11% despite earnings beat and raise for 4Q. Thinking of buying back in if it gets closer to $75 again.
Opinion: As Apple releases its new line of Macs, the biggest beneficiary may be Microsoft Found this article interesting, slightly contrarian(?) take with the current hype around apple silicon atm.
just to add a little nuance ur Dis PUT is a bet for it to go down my 44-cents bet is for AMD to go up
thanks for the heads up on DIS but i play it this way w Dec 11 expiration options bto 140 strike CALL sto 135 strike CALL, collecting a premium of $2.55 in advance---defining my max risk of $2.45---awaiting for the stock to trade below 135
my 2 cents, i believe that Net is in the midst of a 3rd wave extension, if you believe in the Elliot Wave Theory, https://tradingsim.com/blog/3rd-wave-extension/ of 28 Following the consolidation of the second wave, the third wave breaks out. The third wave extends wave one by 161.8% Fibonacci level. the first wave went from 33 to 61, a pop of 28 161% extension would take NET to ~~~80
I was expecting it to rally today due to those singles day numbers , but ended up very choppy. How low do you see it going, 250?
Has anyone here seen the specs on the new mac chips? crazy i would be concerned if i was holding amd or intel. I dont know enough about it regarding the implications to have a real opinion.
Will have to see how gamers and coders fit into all this. Mac was never a gaming platform so they prob don't care external graphics cards are useless on it. MacBook Pros have a strong following with non-windows developers and it can't even run many common flavors of Linux right now. There's two more full years for Apple to mess around with the MBP line before completely cutting off Intel.
Yeah, unless Apple can invade desktops via games or just general use for a cheap price, I'm doubtful much is going to change. Windows is still something like 75-85% of the market and people have been talking about a Mac (and lol... Linux) takeover for at least 20-25 years. I'm thinking about getting a MacBook (again) for giggles, but leaning towards another Windows laptop instead. I haven't tried configuring one and checking out prices, so we'll see.
Specs of the latest a14 iphone chips are very impressive and have already been benchmarked by 3rd parties, the macbook versions should be a bit better but not the 3x or 5x of their competition that their marketing is claiming. In the medium term it will eat into Intel's dominant market share for laptops and amd's tam, but I think that's already priced in. In the immediate term see the article I posted above. The fact that they are pricing the arm version that is supposed to be more performant cheaper than the Intel version suggests they think the Intel version will still be more desirable this gen.
