Any views on NNDM? Couldn't resist and bought a tiny position on rumor that ark was increasing it's position, and there's been insider buying by ceo and board member recently. Already up 50%; no idea what price to sell at lol.
Anyone buying PLTR? Any target price, rough fundy valuation? Reference price at $15bn valuation looks reasonable... if it stays there.
FAA chief Dickson to put Boeing 737 MAX to the test A possibly big moment for Boeing stock owners coming up in a couple hours : https://www.reuters.com/article/instant-article/idUSKBN26L0ZI
DDOG and MSFT announce strategic partnership ddog popped ~ 15% https://seekingalpha.com/news/3618476-datadog-pops-7_5-after-microsoft-azure-strategic-partnership
For something not really discussed, have you guys looked at solar stocks? I've watched the TAN ETF for a few months, but never bought any. I've dealt with one of its components, Sunrun, at a past job, which is up over 400% on the year. I only dealt with them on customer billing, not on the tech or anything. Another component, First Solar, had a Elon Musk connection in the past , and I know has been a circus to own in the past. Vivint Solar is also still in there, I think, and it's also up over 400% on the year. The ETF has taken off recently. Anyway, just throwing it out there.
@saitou, in its ERS, Micron's outlook for the rest of of 2020 is below expectation. my understanding of the semi industry, such as it is, is that MU resides in a special corner of the industry. it is not the canary in the coal mind for the semi industry.
Valuation seems pretty frothy to me. While I do think PLTR will never go bankrupt as they're essentially a state sponsored enterprise (similar to Boeing), I could see their business taking a big hit if Trump loses the election. I'd probably look to get in, if their valuation was under $10B.
I don't follow this segment closely, but yes it behaves differently and memory prices are extremely volatile. The industry needs to spend on tooling ahead of time but it's been terrible at predicting demand and how much each other have prepared capacity for, resulting in periods of over supply and under supply. Outside of niche cases I think the product has been commoditized too. The user can't tell the diff between micron, Samsung and hynix ram, and the retail brands like corsair don't even bother marketing which manufacturer's die they use, cos the difference is negligible. When you buy a laptop u know if it has Intel inside; I don't think ram manufacturer is even listed on the spec sheet. If you are the laptop oem, just go for the cheapest available ram.
it appears that MSFT is getting some pin-ball action from this development, as evidenced by the bounce off the 50 dma
Damn! Fortunately I picked up some SPY puts last night on no stimulus fears, I wasn't expecting this! How long do you think this will last? Buy the dip next week? With best medical care, plasma transfusion etc, I'm 90% sure he'll be fine haha.
on a day, when a new fear has surfaced---driving all indices down---CRWD is up, continuing its break out from the triangle formation. other technical corroborations fast MACD has crossed above the slow line trading action bouncing of the 20 dma, which has been consistently above the 50 dma
