PIMPING STOCKS

[bobblehead]

Not if they keep delivering rule of 100+ when most companies can't even hit rule of 40.

The rule of 40 is for mature software companies, not companies in the build out stage like Palantir. So in effect, no they will not keep delivering 100. They may keep delivering on 40 because Theil is really good and smart as is Karp.....however whenever I see Karp speak I can't help but think I'm looking at a guy who thinks he is much more special than he really is. Guys who over estimate themselves fall the hardest.

I will say this. If you are planning to hold PLTR for a long time you probably won't lose money. However I would guesstimate you will average about 9% by the end of 2030 (based off 50% growth each year which is ahead of analysts projections). That would be fine, but one hiccup in the thesis and it turns into a big old loser. I can think of a lot safer ways to make 9%.

[bobblehead]

I have did ok with a few

I'm also looking at IONQ; huge growth, no profit yet

I think there will be one big winner in the quantum space. I can't say who that will be and neither can my best friend from college who is the smartest tech guy I know. I'd rather bet on Google than a startup.

[Bretsky]

I think there will be one big winner in the quantum space. I can't say who that will be and neither can my best friend from college who is the smartest tech guy I know. I'd rather bet on Google than a startup.

It sure seems like it will be DWAVE, IONQ, or RIGETTI.....OR ALL 3...

Would there by anything wrong with just dropping the same amount into all 3 seeing who flies the highest.
With theiir growth if you hit big on one it would more than make up for the others losses

I don't think it's by design, but lately I've been taking shares in new stocks 2 at a time


Google and AMZN arount eh 120 area (yes, I'm an idiot for not owning both WAY WAY sooner)

Micron and Cloudflare......when the shit was hitting the fan

Taiwan Semiconductor and Broadcomm (good moves but I did take some profit in NVDA and AMD in order to free up funds in ROTH to invest in them

Archer Aviation and JOBY (wild cards)

And Soundhound (SOUN) and BigBear (BBAI) most recently....yes....I now these are huge upsaid wilid cards and I could lose my ass on them)


I wish I knew a guy like your friend to get his viewpoints on newer technologies

[call_me_ishmael]

The rule of 40 is for mature software companies, not companies in the build out stage like Palantir. So in effect, no they will not keep delivering 100. They may keep delivering on 40 because Theil is really good and smart as is Karp.....however whenever I see Karp speak I can't help but think I'm looking at a guy who thinks he is much more special than he really is. Guys who over estimate themselves fall the hardest.

I will say this. If you are planning to hold PLTR for a long time you probably won't lose money. However I would guesstimate you will average about 9% by the end of 2030 (based off 50% growth each year which is ahead of analysts projections). That would be fine, but one hiccup in the thesis and it turns into a big old loser. I can think of a lot safer ways to make 9%.

Oh yeah I'm sure the valuation will come back down to earth. I'm the guy that sold half their PLTR after all!

[bobblehead]

Oh yeah I'm sure the valuation will come back down to earth. I'm the guy that sold half their PLTR after all!

And if you are working another 15 years I don't think holding half that original stake is a bad move. But I'm usually the guy who sells too early. A problem I'm getting better about.

[Bretsky]

KILLER QUARTER BY SOUNDHOUND

SoundHound AI released its third-quarter results on Nov. 6. The company reported a 68% year-over-year spike in revenue to $42 million, exceeding the $40.5 million consensus estimate. SoundHound's non-GAAP net loss of $0.03 per share was also lower than the $0.09 per share loss that analysts were expecting.

[bobblehead]

KILLER QUARTER BY SOUNDHOUND

SoundHound AI released its third-quarter results on Nov. 6. The company reported a 68% year-over-year spike in revenue to $42 million, exceeding the $40.5 million consensus estimate. SoundHound's non-GAAP net loss of $0.03 per share was also lower than the $0.09 per share loss that analysts were expecting.

I "like" soundhound, but how do you put a value on a company losing money and projected to lose money for at least another year or more? It doesn't even have positive cash flow. When do you think it will have at least 50 cents a share profit or positive cash flow? These are serious questions you should be asking before you put your money into a company or else you are just gambling (which is fun). If you can't have an assessment of that with at least some level of confidence what are you actually doing? I'm not trying to criticize here, just trying to get you to be honest with yourself about this investment.

Part of the reason I'm not really "down" on Soundhound is because I can't answer these questions either. I can't say that it won't break out in 2028 with 1.50 a share earnings in which case it could be a good investment today. I'm not saying its a bad investment I'm saying I have no clue and probably neither does anyone on this board (OK, technically that makes it a bad investment that could work out).

[Bretsky]

I "like" soundhound, but how do you put a value on a company losing money and projected to lose money for at least another year or more? It doesn't even have positive cash flow. When do you think it will have at least 50 cents a share profit or positive cash flow? These are serious questions you should be asking before you put your money into a company or else you are just gambling (which is fun). If you can't have an assessment of that with at least some level of confidence what are you actually doing? I'm not trying to criticize here, just trying to get you to be honest with yourself about this investment.

Part of the reason I'm not really "down" on Soundhound is because I can't answer these questions either. I can't say that it won't break out in 2028 with 1.50 a share earnings in which case it could be a good investment today. I'm not saying its a bad investment I'm saying I have no clue and probably neither does anyone on this board (OK, technically that makes it a bad investment that could work out).

I respect all of this as a viewpoint and to be honest I can't really answer these questions currently either I'm pretty open about the stocks I own; I have a definitive core group that has a very very high percentage of my portfolio. And then I have 4 high flyers that are a pretty small percentage of my portfolio that seem to be in hypergrowth or have a somewhat unique leadership in a sector that could blow up. I would put SOUN in that category. If it does to zero I am ok; but I don't think it will )

[Bretsky]

Bobble; of the Quantum Stocks, do you have a favorite ? I think my two favorite are currently DWAV and IONQ.

I think I'm above done with PayPal but part of that is for a bad reason....I've been watching it do next to nothing for two long while so many other things I have are at least doubling.

So thinking of dumping that Shitbag and just dividing it among other stocks I own or taking a position in the Quantum gang

[call_me_ishmael]

This is a bobblehead stock here IMO.

https://x.com/StockSavvyShay/status/1990458195861795089

PYPL is so cheap right now. But god I hate it, it just does nothing (similar to xyz)

[Bretsky]

This is a bobblehead stock here IMO.

https://x.com/StockSavvyShay/status/1990458195861795089

PYPL is so cheap right now. But god I hate it, it just does nothing (similar to xyz)

Do you still own this shitbag ? Dam it's incredibly cheap ....which sometimes means their business model is broken and growth is over.

Bobble, you still favor PPAL ?

I would like to find some funds in my Roth to cell and boost my positions in maybe MU. AVGO, TSM, NET, PANW...or some combo of those.

Any other growth stories you are buying into ?

[call_me_ishmael]

I own some Paypal yeah but not a lot. Like 70K or something small. I am debating about selling it for bitcoing right now. It's so cheap and I truly believe it will shoot up and stay up soon.

[bobblehead]

This is a bobblehead stock here IMO.

https://x.com/StockSavvyShay/status/1990458195861795089

PYPL is so cheap right now. But god I hate it, it just does nothing (similar to xyz)

It is finally in a valuation stage that I like it. Remember I was down on it almost every time you brough it up. However I still won't invest in it because it gives me zero dividends to wait for the story to play out. For a stock to not pay a dividend I need to project 30% return. I project about 20% for paypal. Still nice, but its a projection with no dividend. Not quite a Bobblehead stock.

edit: This should answer your question Bretsky....I never really "liked" paypal, I just acknowledge its hitting a valuation that makes it a reasonable investment.

[bobblehead]

Bobble; of the Quantum Stocks, do you have a favorite ? I think my two favorite are currently DWAV and IONQ.

I think I'm above done with PayPal but part of that is for a bad reason....I've been watching it do next to nothing for two long while so many other things I have are at least doubling.

So thinking of dumping that Shitbag and just dividing it among other stocks I own or taking a position in the Quantum gang

Google is my favorite quantum play to be honest. I think they are most likely to be the first to solve the issues. That said it ran up since I kind of liked it in general and is expensive right now. If I were to invest in the "little" quantum stocks I'd grab the 4 main names and divvy up the money. Whichever one wins will likely 10x, but you may still be waiting awhile for that to play out. Like a decade at least.

[bobblehead]

Do you still own this shitbag ? Dam it's incredibly cheap ....which sometimes means their business model is broken and growth is over.

Bobble, you still favor PPAL ?

I would like to find some funds in my Roth to cell and boost my positions in maybe MU. AVGO, TSM, NET, PANW...or some combo of those.

Any other growth stories you are buying into ?

TSM and MU have nice advantages. They provide something (Memory and crafting) that the hyperscalers need and will pay for. MU has better projected growth and valuation, but TSM should be solid as well. I read that Samsung raised the prices of its memory chips which aren't exactly apples to apples with Micron, but I think it sets a trend that could help MU even more. I plan on riding MU to about 300 then start selling in tranches. (hopefully I'm right on it getting there and more).