Stocks

same brother, I absolutely love Netflix services. The interface is so crisp, the user experience is almost other worldly. Yet I just don't see how it can compete with others. IMO HBO GO had better video/sound, and the content that disney can generate is bigger. So yes, long term I just don't see how they would expand if we ever had higher interest rates in the future.

I did a bit of research on some value stocks, Canadian Solar looks interesting, it passed the value screening, i just need to see what they actualkly do and wait for it to dip further

I can't believe Jim Cramer put Fastly on his covid index as a "web infrastructure work from home stock". Like this fucking moron obviously did not do his homework in which stock CDN is good, and just recommended a fucking CDN at 30 times trailing revenue, fucking idiot.

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did u see the new ft article on Jan Marsalek?

tommorrow pepsis earnings and after that the big banks report on tuesday, excited af. These earnings will be one for the books.

https://time.com/5864690/pfizer-vac...orial&utm_term=ideas_covid-19&linkId=93403325

this is interesting considering its coming from Pfizer.. who is no moderna

Pimpin said:

tommorrow pepsis earnings and after that the big banks report on tuesday, excited af. These earnings will be one for the books.

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Yep also a bit scared though especially the banks could go either way imho....
Let me know if theres anything special in pepsis report prolly wont have time to check that out closely.

The marsalek story is getting weirder and weirder man......

On Pfizer more credible than moderna no doubt about it I m still a bit skeptical with the timeline, let me say it like this under pre covid testing rules no way they would be ready by October, with the new sped up rules due to covid they might make it till october still think the time line is rather optimistic.


Also I found Oroco(OCO:CN) Imho very interesting copper play that is still heavily undervalued they just got the mining right to a big Mexican copper mine after a lengthy legal dispute, they ll get anything from 56 to 85% of the mining rights. Imho with the amount of copper there is supposed to be in that mine Oroco should be valued anywhere between 1-6 CAD depending on the price of copper and how much of the mining rights they end up with. Their currently trading at 0.71 i bought at 0.61. That being said it s a micro cap and quite illiquide hence als quite risky but imho one of the best copper plays i ve seen on the markets.
If you got the patience/ calmness to wait and hold Oroco could be a great opportunity.
Heres their website where they go into some detail: https://orocoresourcecorp.com/
Again quite risky and volatile so if anybody enters please check the data for your selfe.

Forgot to mention opec upping production by 2 MBD, good news for my tanker bet

it was pretty much in line with what was expected, growth in snacks, and hit in beverages. Plans to return $7.5 bn to shareholders. Imo i was expecting a much bigger hit on the beverage sector. It made me think also, your bet on heineken is clever, since i think a lot of small craft hipsters will go bankrupt and that threat in beer marketplace will become alot less significant for the big dogs.

I will no doubt check orocco, I am interested in all copper plays. Heavily undervalued commodity in itself, long term.

Check StoneCO, a legit version of wdi. Biggest shareholders is Buffet.

LOL i think i found the dumbest analysts on the planet: fucken stifel : The COVID-19 outbreak could prove to be a net long-term positive for Carnival,

They see a 50% upside in the stock, while i m nots aying thats not possible on the long run how anybody could think covid is positive for any company in the travel industry is beyond me.

Edit: Thanks for the pepsi update, will checkout StoneCO.

Also forgot to mention Elon just said they wont ship EU model Y from the US but they ll manufacture it in Germany. Imho that would mean that EU reservation holders would need to wait till late 21/ early 22 for delivery. Again this makes 0 sense unless Y demand is tiny and musk rather keeps Capacity lowered at freemont so he can keep cash burn low instead of delivering modell Y in the EU.
Another story that keeps on getting weirder.

https://twitter.com/LiveSquawk/status/1282627658275344388

Pfizer And BionTech Granted FDA Fast Track Designation For Two Investigational MRNA-Based Vaccine Candidates Against Coronavirus - RTRS
- Anticipated Large, Global Phase 2B/3 Safety And Efficacy Study May Begin As Early As July 2020

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so AstraZeneca, Moderna and Pfizer phase 3 studies.. I think the timeline is getting more and more realistic

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I mean astrozeneca and Pfizer are not hype stocks you know, like say moderna or these other nova vax or whatever. Regardless of how far they are in developping a vaccine. Plus the virus doesn't mutate so it's far easier to do a vaccine

Pimpin said:

https://twitter.com/LiveSquawk/status/1282627658275344388



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so AstraZeneca, Moderna and Pfizer phase 3 studies.. I think the timeline is getting more and more realistic

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I mean astrozeneca and Pfizer are not hype stocks you know, like say moderna or these other nova vax or whatever. Regardless of how far they are in developping a vaccine. Plus the virus doesn't mutate so it's far easier to do a vaccine

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Again i agree on this, i just know that before covid it would have taken way longer to develop a vaccine and I m not an expert in the field so i m not qualified to judge how much time saving the new rules and the fast tracking of a vaccine will speed up the process.
What i do know is that experts in the area early on said that January is the earliest they would expect a vaccine even with the sped up process.
Hence i m a bit critical on the timeline especially when it comes to mass availability


Also i think i ll sit out this week at least until i see the first bank Q2s, should give us some insights credit defaults both from consumers and SMBs, mortgage payments are also a thing to keep a close eye on as well as cred card spending.
A real Bad cred report from any major bank could send markets to turmoil again.

Edit: HCR field ch 11 Equity is expected to go to 0 and once again Robinhood traders piled in: https://robintrack.net/symbol/HCR
Will those people ever learn?

Edit2: Qualcomm joining the big boys investing in reliance: https://techcrunch.com/2020/07/12/q...ed&utm_campaign=Feed:+Techcrunch+(TechCrunch)

Edit3: So a couple of tweets on wayfair being involved in child trafficking is enough to bring it down 5%?
But all the redible well researched articles on why it s overvalued nothing....

Also this: https://www.wsj.com/articles/invest...de-chinese-bonds-11594632600?mod=hp_lead_pos5
Good luck to all the fools who think chinese bonds and save heaven go hand in hand.

What's the fundamental difference between Tesla and Bitcoin?

brehme1989 said:

What's the fundamental difference between Tesla and Bitcoin?

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One is real and exist

The other is imaginary Pokémon cards

crzdcolombian said:

One is real and exist

The other is imaginary Pokémon cards

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one is accepted as payment, the other is a 300bn faulty car manufacturer

LOL some 30 bio in market cap just went poof in 15 mins tesla in the red....

Also markets generally shitting the bed...

got leidos at 86, should've waited a bit longer but oh well .

LiveSquawk
@LiveSquawk
Piper Sandler Has Raised Price Target On Tesla To $2322 From $939 $TSLA

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these analysts can go and fuck their own mother to be honest. What thef uck is this all about

Pimpin said:

these analysts can go and fuck their own mother to be honest. What thef uck is this all about

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LOL they re fucking clowns note they still expect tesla to hit 500k deliveries this year, which imho would require some fraud especially with freemont and SH running at reduced capacity ATM, plus model Y demand seems very weak.
Anyways next year they have tesla delivering some 968k cars which again their best year thus far was delivering half as many cars and again production constraints would come into play with these numbers, even though i think demand is gonna be the bigger problem.
They assume that FSD will cost 39k by 2036 and that 45% of tesla users pay for it. I think i said i gave worst analyst of the year already t adam Jonas multiple times in 2020 but this takes the cake.

Side note google about to invest 4 bio into JIO platform.....


Not sure if already posted but good article on why tesla is nothing like amazon: https://ftalphaville.ft.com/2020/07/13/1594635623000/Tesla-and-the-Amazon-fallacy/
Not that any sane person does not already know this.

Just from the JPM slides they ve built more Reserves for expected credit losses than they did in Q1 adding 8.9 bio to their credit loss reserves...
ALso while they beat on revenue their Estimates for both Unemployment and GDP growth are way worse than they were after q1. Unemployment in Q421 they now have estimated at 7.7% while back in Q1 that same estimate for Q421 was at 4.6%....

Also div cut to 10 cents......

Looks like the key takeaway for markets are the beat on rev

In other news delta CEO says demand has stalled #wegotwaytomanyplanes

So JPM s call sounded kind of grimm: Main takeaway their base scenario is worse then the fed s base scenario. They are still well capitalized but according to themselfes have very little visibility as there are to many variables such as government aid/the virus and so on. They also repeated that they think th emost painful part of the recession is the one to come as government assistance will fade out and many will only now have to face reality. They say they wont need any additional reserves if their base case comes true but again they say theres just to many variables and to much unknown to be able to tell whats gonna happen.

In tesla news:https://www.wettbewerbszentrale.de/de/presse/pressemitteilungen/_pressemitteilung/?id=368 A german court just forbid the to advertise autopilot as FSD or feature complete or ready by the end of year. Sadly link is in german....

CIti sounds pretty much the same core message banks should be fine but the massive pain is jet to come especially if gov stimulus is cut back. Also they highlighted how bad the situation is in mexico and lat america.....

Not sure why the fuck stocks are up.. both city and JPM sound way more bearish than they did after Q1 then again it might just be another bet on additional stimulus fro gov/fed.
They also comented on the HK situation basically saying their gonna stay put and will work with the chinese gov.

Quantas cancelling all international flights till march 21....
We have to many fucking planes....
Also BA received a grand total of 1 new plane order in june and cancellation of around 60....
Lets all go out and buy stocks

GS looks quite positive also with a more positive econ outlook than the banks before them. Has to be highlighted though that their trading revenue was massive looks like IB had a great Q2.....
Also i guess long GS would be smartish

ALso read the MRNA announcement i just dont get the hype, also this: https://www.streetinsider.com/SEC+F...:+Jul+13+Filed+by:+Zaks+Tal+Zvi/17113038.html

Insiders keep on selling on every positive note not usually what happens if they believe in the product.

Pimpin said:

these analysts can go and fuck their own mother to be honest. What thef uck is this all about

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Tesla cured baldness, aids, cancer, diabetes, death and everyone is magically taller, better looking, healthier and Pizza gives you abs now

That’s why it’s going from 1,000 to 2,500

Or Elon will be VP for Kanye

Moderna is a huge red flag with the consistent selling, BUT, i read somewhere that the people who sell, sell only a fraction of what they own in it. It seems prudent to get some income, however bad that may look.
Goldman Sachs was obvious how good it'll do in this environment. Those motherfuckers love their volatility. Perhaps we should show to Browha how many airplane cancellations happened in the past few days to show just how severe the situation is. Did you see how much money Delta had lost in a quarter? That was some outlandish number.

Man if american banks are this pessimistic, with ALL THE BUFFERS, shouldn't this be almost armaggedon to European banks?

I told you on Jio, with a complete ban on chinese apps, just wait till they learn from USA and Chinese companies to create these monster apps, from payment to porn, p2p . I still can't find a way to get in it but yes, super bullish on India. Everyone will want a piece of Jio. Just know that one thing that is helping Softbank stay alive is their early bet on Baba. Similar will be with Jio.

@crzd, tesla trades over what immunotherapy/mrna firms trade, so yes, even curing cancer thru new methods is not as worth as data on driving

Well on MRNA the CMO converted 20k options and sold the same day note the options did not expire that day it just seems all so fishy put on top of that that they never developed a vaccine i just dont buy it...

Same for jio man on every big guy that enters i get more pissed that my indian dude has not come back with a solution on how to invest there.

Also this: In sequential terms, China’s second-quarter growth in gross domestic product represented a 11.5% rebound from the first three months of the year, according to data released by Beijing’s National Bureau of Statistics. For the entire first six months of the year, China’s economy contracted just 1.6% when compared with the first half of 2019

From wsj the chinese are back to faking their numbers no way in hell they only lost 1.6% i only fear that trump sees that and goes like we can fake numbers to.

Anyways asian markets are still shitting the bed with reality seemingly kicking in shanghai down 4.5%..

Side note that twitter hack might open up a nice opportunity to enter 6% down pre market....