- Joined
- May 22, 2004
- Messages
- 10,237
- Likes
- 3,292
- Favorite Player
- Oba


AAPL/GOOGL/AMAZN all with miss guidance/expectations...
I dont se how affirm is a 40$ stock honestly especially not in this environment I d stay away from PNPLs....One stock I'm happy with lately is Affirm. No idea how I manage it with this company. I always end up on the winning side. Considering selling now as my current position was bought below $10. Ridiculous price.
This is a $40 stock, in this environment, but I'm not going to wait till it doubles (or more). Odds say it will drop back to $12 before it goes to $32.
And obviously I'm like 35% up YTD but that doesn't mean shit when I look at the overall picture since January 2022 (or November 2021) and I don't even wanna imagine what 2023 is going to show us until the end of the summer.
Yeah but holy shit 517k vs 187k expected.....Job report in USA lmao
GOOD LUCK WITH THE PIVOT
ok so don't call me crackhead just yet, but I actually think Uber can do well in high interest environment. Think of it this way:
Uber shitco competes with other subsidised shitco. Basically softbank funds taxi company A, to compete against its own Taxi Company B. Cheap credit made it possible for shitcos to throw money at customers to gain them. Insert rising interest rates. Shitco B can't raise capital anymore, so people will go with Shitco A aka Uber, who they know alot more..
last quarter could offer a glimpse into the future..
There were reports earlier in the week that the gta 6 announce is imminent and the game could be released as soon as this year. (think it's bullshit but people could have got sucked in?)LOL @TTWO being up 7% after a terrible Q and a down guide....
I m assuming cause the CEO said the GTA6 leak is not material to them (DUHHH)
Yeah another good call, but have you looked at the numbers yet? 750+ mios of their NI come from unrealized gains on investments....I am a fucking KING, now if only ii had followed my own advise
Yeah i guess most people expected TTWO to just announce it after the leak......And to be fair the CEOs remarks make it look like early next year is a realistic expectation maybe even late 23....There were reports earlier in the week that the gta 6 announce is imminent and the game could be released as soon as this year. (think it's bullshit but people could have got sucked in?)
Also seen some shite about how AI will never be able to create as good a GTA as take two (think their CEO said it, not sure who was asking or what impact that would have but...)
Just a different point on AI. I don't know what's going to happen to data science. Once there's an ability to plug AI into your database, why would you need a data scientist or a company that provides that service? I don't know what impact this will have on stocks in the future, maybe the wrong place for it. Just interesting / concerning.Yeah another good call, but have you looked at the numbers yet? 750+ mios of their NI come from unrealized gains on investments....
SO hey would have made a loss if it was not for these Investments.... No idea what they are as i just glanzed at the headlines..But doing some calcs of that it seems the whole earnings beat comes from those 750+ mios of non realized gains. Again take this with a grain of salt as i did not bother to check what those investments are.
None the less guidance is strong and ride hailing seems to make a comeback...
Still a way overpriced and glorified Taxi company in my opinion.
Yeah i guess most people expected TTWO to just announce it after the leak......And to be fair the CEOs remarks make it look like early next year is a realistic expectation maybe even late 23....
On the AI i think he s spot on.... I honestly think that this whole Chatgpt hype is a bit to much...Like yes it s fucken good but it also still makes horrible mistakes, even in simple problems or simple questions.....I guess it really depends on how you define AI makes the game..... I think we re not that far away from AI being able to write some of the trivial and maybe repeating code in games. But for AI to just create the whole game and make it feel like something new i think we re still far far far away from that.
Also i m a bit shocked that people are shocked that chatgpt would pass certain exams like duh... of course it would when it has access to most information on the internet.
Well as of now AI cannot distinguish between correct and BS data... It will just pick from the data base it is given.Just a different point on AI. I don't know what's going to happen to data science. Once there's an ability to plug AI into your database, why would you need a data scientist or a company that provides that service? I don't know what impact this will have on stocks in the future, maybe the wrong place for it. Just interesting / concerning.
Do you guys focus on individual stocks or etf's?
Stocks, but to be fair i do this for a living so i would feel like a crook if i just invested my clients money into ETFs they can do this them selfes....Do you guys focus on individual stocks or etf's?
Also if you cannot interpret a Cashflow statement a balance sheet/ P&L statement you really have no business in owning individual stocks.....
@Pimpin such a bad influenceJokes on you I own like 20 stocks.