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holy, warrants up 40% today, good volume on underlying. was going to hodl this as an "investment"; tempting me to flip it @PWR what's your read on...
azure provides infra to host all the saas companies. if azure is booming, i take it the saas companies must be having a good qtr too.
@Ziggy have you been keeping up with NET's latest stuff? The valuation is truly dizzying P/S (not p/e!) of 110. Even the financial analysts that...
Surprised most of the SaaS stocks are a bit down today. AZURE results should give confi that cloud still booming. Any favs to add? CRWD?
They really did an ironnet PR, warrants up 10%. If it wasn't for the threat of insider selling on lock-up expiry i'd make a bigger bet on this....
@CXbby have you looked at opendoor? Any views on it? Growing rapidly, cost advantage, thumping competition (look at Zillow recent news),...
Looks like a fat finger accident. Maybe market order during low liquidity period. See ISRG chart recently had something similar after it's stock...
Monster. Googl ad revenue looked great, down cos it missed on cloud. Twtr ad revenue was good. Snap and fb issues look company specific.
Tbh, I wouldn't mind a dip so I can add. I think googl earnings could be important for wider market - snap and fb causing uncertainty over...
it's a car company to me. but i see ASP going down while margins go up, trailing p/e is 470 and 1 year fwd p/e is 110, now just project a few more...
not gonna short this, but if it keeps falling i may buy this for the first time... seems like too much earning power + potential optionality as...
[MEDIA] bull god said to buy oil services. which stock to buy? SLB?
I topped up to 25 contracts @$0.15; up 300% atm. warrants up 50%. Animal spriritz are back.
Another beat and raise, up 24% to $27 hehehe....
[IMG] Stock offering closed yesterday, 17m shares avg price was $52.25, this was for existing shareholders to sell and did not cause dilution....
CrowdStrike and AWS Deepen Relationship to Provide Fortified Protection Against Ransomware Attacks and Identity-Based Threats...
I'm just holding shares. Btw have you heard from your friends about ironnet? Posted about this a few pages ago. Raytheon is a customer and...
I don't have a big position, but i'm just gonna let what I have run. Too much business momentum and cash flow.
i've probably been the biggest bull on these 2 names here, glad you made $. just my opinion - both can still go a lot higher, esp in long term but...
