Stocks

[Harpsabu]

Sony buying bungie, bought some calls on take two, surely xbox wont take this shit well

What about the anti trust laws etc?

Sony said this is the first of a few planned acquisitions too.

Haven't decided if this sucks for us or not yet for me as a consumer. They will need more good quality games now, both of them.

 

[Pimpin]

What about the anti trust laws etc?

Sony said this is the first of a few planned acquisitions too.

Haven't decided if this sucks for us or not yet for me as a consumer. They will need more good quality games now, both of them.

video gaming is a highly fragmented industry, even with take two microsoft won't become bigger than Sony and Tencent.

Also having done work for regulators, and for big corps, i can assure you the latter scumbags can run circles around former.


also alphabet wrecked earnings, big tech single handedly saving US economy

 

[Adriano@10]

video gaming is a highly fragmented industry, even with take two microsoft won't become bigger than Sony and Tencent.

Also having done work for regulators, and for big corps, i can assure you the latter scumbags can run circles around former.


also alphabet wrecked earnings, big tech single handedly saving US economy

As expected APPL MSFT GOOG and probably soon FB keeping this market going...

 

[brehme1989]

Paypal fucked

 

[Adriano@10]

Paypal fucked

Now imagine how fucked they would be if they had proper accouting standards.......

IN other news i m gonna buy some more goog split alone should be good for a bunch of retail idiots to rush in, especially since price after split should be in the 150-200$s should lur in quite some retail money.

Edit: Fucken jack

https://twitter.com/i/web/status/1488683131838234628

 

[Pimpin]

Big rip to spotify, meta and paypal

yeah this is a huge over reaction for all of these 3 names. I can't wait for shittechs to get to earnings and see what happens.

ps. Cloudflare trading 53 times sales, at 30-40% revenue growth.. do your own dd, but yeah
rivian trading at infinite times sales.. but yeah facebook at 15 times earnings is a bubble facing headwinds

 

[Adriano@10]

Big rip to spotify, meta and paypal

yeah this is a huge over reaction for all of these 3 names. I can't wait for shittechs to get to earnings and see what happens.

ps. Cloudflare trading 53 times sales, at 30-40% revenue growth.. do your own dd, but yeah
rivian trading at infinite times sales.. but yeah facebook at 15 times earnings is a bubble facing headwinds

WAs a bit weak guidance for FB but down 20% in ah is a joke.. i ll gladly buy some more at these prices especially considering that they usually keep guidance on the low side.

Also god damn i dont think i ever lost this much fucken money while having dinner.......

 

[brakbrak]

Lol wtf amazon is up 17% AH after dropping 7% earlier today

 

[Pimpin]

This just shows no on3 reads earnings. Amazon 9fold higher eps beat almost solely due to q4 rivian stak3, strip that out its 4 dollars eps lol

 

[Adriano@10]

This just shows no on3 reads earnings. Amazon 9fold higher eps beat almost solely due to q4 rivian stak3, strip that out its 4 dollars eps lol

Not that i disagree but that 4$ eps woul still have been a 20% beat...
Funny though since they do mark to market and are 40% down on RIVN ytd this positive boost might very well be a drag from here on out.
Bit surprised that we saw the 3rd straight Q with a rev miss

Also lol snap what a fucken clown market we have...

 

[Pimpin]

I mean a 20% beat does not warrant a 20% jump of a 1.5trillion dollar company. I mean ive said before i can make a case that amazon is very cheap its just that movement does not reflect that. Now its only up 10% lol like u said clown show.


On the other hand did u see the q4 for shell? Lmao

Fucking wood was saying we are past peak oil

 

[Candreva Crosses]

The fuck is wrong with stocks these days? I've read reports about it being similar to how it was after World War 2?

 

[brehme1989]

Does Affrim want me to buy it again so bad?

Why can't Paypal and Square become meme stocks for February?

 

[Adriano@10]

Does Affrim want me to buy it again so bad?

Why can't Paypal and Square become meme stocks for February?

They kind of are.....

And yes AFfirm MGM surely wants you to buy more of their baggs they managed to sell off 80% of their holdings over 90 usd......
They started buying in the 60s again.....

 

[Adriano@10]

Good read on crypto and why they are problematic:

https://twitter.com/i/web/status/1492174833945231360

Got shared by the Azure CTO

 

[Adriano@10]

So FB and Snap are applauding googs planed privacy change while dissing apple for their changes....
Seems interesting.....

Also god damn what a fucking ugly two weeks it has been getting fucking pummeled right and left.

 

[Pimpin]

Remember when big oil was supposed to be on its last legs? Peak oil 2019?

 

[Pimpin]

Some thoughts for 2022 – bearish edition



Doom - War and Stagflation

I think markets are severely underpricing the risk of a full-blown conflict in China/Taiwan and Ukraine/Russia.

...

 

[brehme1989]

they found the best day to talk about a Porsche spin off

 

[Adriano@10]

Putin making shorting great again..
Atleast in the west i know they banned it in russia....

What a fucken shit show, then again probably only accelerates the bear market that would have come anyways.

Also what a shitty safe haven investment crypto turned out to be, no protection against Inflation and stronger reaction to war than most markets showed.

Edit: If anybody wants an example of why you should never make investments based on your political ideology go check twitter. Amount of right wing nuts who went short Canada and long Russia at the end of last/ beginning of this week is fucken staggering.....
I cannot believe how otherwise good/decent investors could fuck up so bad just cause they are right wing nuts....
Not that i have any pity for them but it s staggering how many of them there are.

Btw in case anybody ever surches for a fin advisor this would be another red flag if he does Invest or not invest cause of his political agenda you really should not give him your money, cause most likely returns are gonna suffer.