PIMPING STOCKS

[Bretsky]

Any ideas on where to stick some money? Sold MGM right before COVID at 3x what I paid, so turned that around into AMD at 52, which we dumped at 91. Bought the wife a Mercedes and putting a roof on the house, but haven't found anything interesting since to spend the leftovers. We have plenty of long term safe holdings, just looking for something fun. Maybe I should just buy more farm equipment to offset taxes.

CRWD= Crowdstrike I bought more the other day; they recently came out with great earnings.

SPCE is a very interesting stock; read about it. Not sure how much I love that one but long term I think CRWD will be huge.

[call_me_ishmael]

Bretsky you'll like this thread.

https://twitter.com/patio11/status/1304277229090684929

[Freak Out]

Any ideas on where to stick some money? Sold MGM right before COVID at 3x what I paid, so turned that around into AMD at 52, which we dumped at 91. Bought the wife a Mercedes and putting a roof on the house, but haven't found anything interesting since to spend the leftovers. We have plenty of long term safe holdings, just looking for something fun. Maybe I should just buy more farm equipment to offset taxes.

Alaska Airlines. Gotta hold it though.

[Freak Out]

I bought a bunch of ConocoPhillips and other oil sector stuff when it bottomed.

[Bretsky]

Bretsky you'll like this thread.

https://twitter.com/patio11/status/1304277229090684929

THANK YOU !!!

I track all of these and love seeing that on CRWD as well.

So what price should I enter Apple and MSFT at ???

[SkinBasket]

Wasn't Crowdstrike a part of the whole Russian collusion thing? I don't want any money in Hillary's friends hands or at risk of a federal investigation.

SPCE, and AKA, don't fit so well, as I've already got a big pile of BA stock from when it bottomed out.

COP might have enough of an upside yet. I still have some Sony stock from like 15 years ago to let go of soon and could add that to the mix.

Was looking at NATR the other day, but thought of that idea too late it looks like. Other than that, just waiting on AGRX to take off. Girls like birth control and most of them are sluts these days.

[Bretsky]

Probably, but CRWD is young and just IPO'd a year ago. In that space I love CRWD and Palo Alto Networks. What is AGRX ?

[Patler]

Other than that, just waiting on AGRX to take off. Girls like birth control and most of them are sluts these days.

I have considered AGRX off and on the last couple years, but never bought any. Now that they received FDA approval for their patch it could take off. But, I have had a number that have fallen flat on their faces trying to commercialize approved drugs that looked to have significant advantages.

Is AGRX trying to go it on their own, or are they looking to license their patch?

[SkinBasket]

Bretsky, AGRX got FDA approval for a long term patch for women’s birth control. I just bought in because their name for it, Twirla, sounds to me like a genius marketing stroke that will blow up the young black market. Like grape jelly. P, I’m not sure to an answer to your question as my “research,” as you can see, never goes that deep, but has worked out grandly for me. If only I was as good at horse races.

[call_me_ishmael]

https://twitter.com/jonsakoda/status/1306605051511668736

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

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.

[Bretsky]

I know of the Snow and loved the stock; but it opened to the public at 245, which was ludicrous

[call_me_ishmael]

Microsoft fighting Zoom hard here.

https://twitter.com/mikemaccana/status/1308747129620434944

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.

[Freak Out]

Yep...you are in a bubble Dan.

[Bretsky]

AGX
WITH THE DIP THINING OF TAKING A POSITION SKINNNNN

[call_me_ishmael]

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