https://twitter.com/jonsakoda/status...05051511668736
Meanwhile Snowflake has 1200 new multi-millionaires and I've never heard of it, lol! This is why I am long AMZN. The largest cloud provider + the largest retailer = it is comically undervalued right now.If AWS were a public stock, it would trade for ~$2-4 trillion at the high end of today’s cloud multiples
Amazon is worth ~$1.5 trillion today
Even when tech valuations are at all time highs, AWS somehow always seems undervalued
I know of the Snow and loved the stock; but it opened to the public at 245, which was ludicrous
LIFE IS ABOUT CHAMPIONSHIPS; I JUST REALIZED THIS. The MILWAUKEE BUCKS have won the same number of championships over the past 50 years as the Green Bay Packers. Ten years from now, who will have more championships, and who will be the fart in the wind ?
Microsoft fighting Zoom hard here.
https://twitter.com/mikemaccana/stat...47129620434944
The data doesn't suggest that most people use Macs, but I certainly get the impression that most people that use computers a lot use Macs so not overly worried about it one way or another. Of course, I'm in a programmer bubble so I haven't known anyone using a Dell or an HP in at least 8 years.
Yep...you are in a bubble Dan.
C.H.U.D.
AGX
WITH THE DIP THINING OF TAKING A POSITION SKINNNNN
LIFE IS ABOUT CHAMPIONSHIPS; I JUST REALIZED THIS. The MILWAUKEE BUCKS have won the same number of championships over the past 50 years as the Green Bay Packers. Ten years from now, who will have more championships, and who will be the fart in the wind ?
Lol, I don’t even know what this means, but I’m thinking you were drinking.Originally Posted by Bretsky
Freak, thanks for the COP suggestion. I forgot to buy anything for like a month fucking around with other stuff, but when I did, got it at 28.25. Still probably going to drop Sony, so I’m all ears to more ideas. Probably going to wait until this president stuff is settled though to see which sectors to explore on the buying end.
"You're all very smart, and I'm very dumb." - Partial
What I wouldn’t give to get some Stripe before the inevitable IPO. Will be the biggest IPO ever by a county mile I https://twitter.com/BrandonReeves08/...405577218?s=20
The $$$ will pour in. (Stripe)
C.H.U.D.
Wouldn't shock me if Stripe is in the top 5 biggest companies in the world in 20 years.
Stripe is so big now they are actually an early stage investor.
Gimme that Stripe stock plzz I want it so badly.
https://twitter.com/iamFPlaza/status...09964452638721
What a day.
C.H.U.D.
Heh, I lost ~3% today. Good day for non-tech though. Great call on AMD. They sure smoked Intel. I will be very eager to see how the ARM Mac's are tomorrow. If Qualcomm or TI or whomever can ever get their shit together, Intel is gonna go the way of the buffalo.
I was similar, but not quite as bad. Up a tiny 0.03% due to tech and stay at home stocks not doing well on Monday. Can't complain, as those same stocks are the primary reasons I am up very nicely overall, YTD. I am glad to see some of my laggards catching up. The stocks down on Monday will recover soon enough.
I bought a bunch of airline, travel and energy stuff on the big dip and it killed it.
C.H.U.D.
What goodies did you buy ?
I am looking for entry points to buy more MSFT, AAPL, PINS, and QCOM, and BABA
I thought we would have a couple more down days and planned on making some buys Thursday or Friday
I have lost some faith in Rocket Mortgage but I want to see how earnings comes in for them
I've lost some faith in Zinga and Vroom as well
I want to take new positions in ROKU
LIFE IS ABOUT CHAMPIONSHIPS; I JUST REALIZED THIS. The MILWAUKEE BUCKS have won the same number of championships over the past 50 years as the Green Bay Packers. Ten years from now, who will have more championships, and who will be the fart in the wind ?
My wife and I cashed out of Alaska before the pandemic at around $70 and bought back at a bit over $20.
C.H.U.D.
Airlines and oil are still cheap historically. It's pretty insane that oil is as high as it is still. Imagine when things get rolling.
C.H.U.D.
Pfizer saved us.
C.H.U.D.
I bought Alaska Airlines, United at half their high before the pandemic. USO, COP and XOM at the same. Bought some cruise line mix. Even bought Movie Theater. I was a bit worries United would fail but they should make it out.
C.H.U.D.
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