from the fundies perspective, https://www.fool.com/investing/2020/12/25/3-catalysts-for-microsoft-stock-in-2021/ , growth drivers include, MSFT's expanding Xbox ecosystem accounts for ~ 8% of total revenue Strong tailwind behind MSFT's "commercial cloud" business accounts for > 33% of total revenue A post-pandemic environment bodes well for an acceleration in enterprise spending Microsoft's Productivity and Business Processes segment -- which houses Office, Dynamics, its enterprise network LinkedIn, and its server-based software.
Been looking at MARA. Was going to get in aroun $10.80 but got cold feet. Any reason why we are expecting a bump to $15?
He definitely knows more on MARA/RIOT than me but I think as long as btc continues to trend up mara will go up like we discussed some before in the thread - previously it was easier as mara/riot were kind of lagging btc, but now it's almost being driven more on hype/fomo - but w/ btc climbing it should rise regardless of any hype. I haven't looked at orders recently or if there was a big wall up to slow orders/gains but I'm thinking you could invest in the stock and then have some puts to hedge it in case btc corrects/extremely pulls back. Unfortunately the premiums with the volatility priced in now probably will be up there so that might not be super great... But with that said with how much this could move.. , A straddle option play might even be a nice play if trying to limit risk/exposure (again though, the premiums are probably going to suck). These are definitely not financial advice recommendations as I haven't placed any current orders and closed positions on mara/riot awhile ago, but depending how btc looks Monday I might go with some Options or premarket stock purchases for the inevitable gap play - Assuming I look it over more before Monday and actually get orders in way early PM (4am etc)... Trying to avoid any crazy chasing. I'll try to post ahead of time if I enter anything but even then definitely not financial advice (I know you know, hahah, I just post that in case somebody comes in here and thinks my plan is going to print or something).
Anyone look into $HEAR? Looks like a potential value play, $310m market cap, P/S of 1, P/E is 8.5, no debt, accumulating cash, growing at good clip and analyst forecast for next quarter and next year seems too low, like GME it's going to benefit from console ramp. They own the Turtle Beach (gaming headsets) and Roccat (gaming mice/keyboard) brands. As a comparison, $LOGI p/s and p/e are triple of $HEAR's. Haven't decided if I want to invest. Question is timing/rate of return. Only catalysts I see for it is if they do an official filing for better than expected business, or WSB/stocktwits catches onto it as an extension of the GME fad; otherwise may have to wait till earnings and there are other opportunities I don't want to miss out on. Thoughts? My guess is that there are lots of stocks like this that stay stuck being "value" for a long time if there are no new catalysts? I stumbled on this while using a stock screener for high growth and low p/s stocks, was expecting companies with lots of asterisks, not a growing, profitable company with improving outlook into 2021.
I have no opinion on them. I don't follow the consumer side of PC hardware like this too much anymore outside of maybe some chip stocks, but I remember waaaay back when Turtle Beach used to be the standard in higher-end sound cards back when standalone sound cards used to be important in PC's, and they used to battle Creative Labs and others. I don't even know what they're into now. I guess gaming headsets, like you said. But gaming headsets are a dime-a-dozen nowadays, aren't they? They're everywhere and made by everyone, I thought. The other issue I guess would be a lot of these purchases for PC's and the stay-at-home trade have been made already, so I don't know. But then everything is going up no matter what nowadays, so what do I know?
@Ziggy Do you use Agora for your websites? 6 months have passed since IPO. Initial lock-up has expired, ark's been buying. Almost $600mil cash so dilution shouldn't be an issue.
No. Interesting prospect though for sure. Is there another lock-up period expiring anytime soon? It's killing Snow's momentum.
My read of below - no; but that doesn't mean more won't sell later as price goes up. It also has VIE structure (risk). https://www.sec.gov/Archives/edgar/data/1802883/000162828020009726/agoraf-1a2.htm
https://www.cnbc.com/2020/12/27/china-orders-ant-group-to-rectify-businesses.html Some clarity on ANT/BABA. It doesn't sound like the worst case scenario but definitely more than a slap on the wrist. I guess we will see how HK9988 does later tonight to see what the market thinks.
fwiw you're referring to fibonacci retracement. they are levels between 2 significant points---the recent peak and the trough--- where trading action will likely find support.
BABA almost doubling its repurchase program, but the stock is getting hammered anyway. Return to your roots... ugh. Nobody wants to hear that. lol.
