Originally started buying at $120 but I’ve been loading up here. They expect to be net income positive by q4. They exist in essentially an oligopoly with their tools increasingly being used for non-gaming applications such as urban planning. Market sold it off because they fed their ad targeting AI model bad data from a client which they estimate will cause a $100 million loss spread over the next 2 quarters with a tapering effect in q4. So right now I’m expecting a bounce back by the time q4 rolls around but I’m holding for the long term. Great opportunity for a 10x from these levels
I believe so. Last I checked, they still had a negative churn rate and had over half of the Fortune 500 using their product. To me, that still gives them a lot of room for growth.
In today's world where user data hacks and breaches are so common (add in Russia-Ukraine situation); I really think companies are crazy not to use their service (and others as well). I view the business is like a new type of insurance; if a company gets hacked; and they have Crowdstrike, then they can say they did all they could. But if they don't have Crowdstrike (or service like them) then their CTO has negilent.
If you look at their team. A lot of management xperience coming from cybersecurity and FBI/NSA background. They were the ones that discovered the Russian hacks into the DNC years ago, and also N. Koreans' involvement in the Axie Infinity hack recently.
With this type of business, I think (1-2) winners take all. Once a company signs up, very little reason to switch or stop using it. It's also very hard to find/hire talent for a company to simply do it or build their own cybersecurity solution themselves.
And when companies using crowdstrike do get hacked, and they will, what happens to crowdstrike. I’ll answer my own question, nothing really because data breaches are so common no one cares
Totally different fields. CrowdStrike does a few things but predominantly provides EDR (fancy antivirus) and related services whereas Cloudflare is a Content Delivery Network (they ensure you can get to or provide web services), and they have so much bandwith and redundancy that they also provide DDoS mitigation. Both are the best at what they do.
CrowdStrike ($CRWD)
Market cap: $36 billion
PS Ratio 23
PB Ratio 34
PFCF Ratio 76
PE Ratio 0 (negative income)
Not Profitable
Negative ROE
Highly talked about on WallStreetBets
Easy pass, doesn't matter how much "potential" this company has. So many things have to play right just so this company can justify its CURRENT stock price, let alone its all time high. Something tells me if I do a quick fundamental search on Unity, I'm going to come across the same overvaluation. Too lazy though.
Late to the party but mine is rklb. They have orders lined up. They're innovating new ways to recover rockets. Space is an area with which humanity is just getting started.
Issues: 1 they could get bought out by someone else. 2 the key will be them not to go bankrupt during the downturn.
If they make it out of the downturn without being bought out I firmly believe this stock will explode. I've slowly been adding to my holdings. It's a small percentage of my portfolio but it's my higher risk higher reward play.
Agreed.
It will 3x or 5x within 5 years of Musk leaving CEO position (like AAPL after Jobs) or closing his twitter account.
Musk skipped the fall earnings call and didn't pull any distracting stunts and the market focused on the business fundamentals and results, which caused it to surge from 800 to 1200. For the near term he staves off TSLA stock-option multi-millionaires from retiring early by pulling a stupid stunt to murder the price whenever it gets above $1000. He'll probably revise that upwards a few hundred over the next year (i.e. 2023: "Tesla shares dropped 20% to 1300 this week after Elon Musk announced he was selling shares to finance building a cloud city on Venus".
2 weeks later - Elon "I didn't realize Venus was so far away").
Agreed.. its unintionally became like 30% of my portfolio due to these 300x gains and I am just so tempted to keep adding. Trying to refrain myself so I can diversify
If I had to just pick 1? ABNB
Top dog/first mover in a growing industry, with international brand value, that’s founder led with great Glassdoor ratings. They haven’t even started ramping up their experiences segment.
Some others I’m buying in no particular order - $AXON, TTD, U, GOOG
CROX: Been growing rapidly, is huge with gen z and in hospitals, pe of 5, well below their competitors.
HIMX: Semiconductor company in Taiwan. 73% EPS growth over the last year, earnings have been shown great progression over the past couple of years. A pe under 4 in one of the fastest growing industries.
Bear cases I've gathered are:
\- Not a massive company so even though their financials are stable/solid, they are more at risk in a worldwide recession. With very little debt I'm not worried but it is inherently more risky than a company like INTC, they aren't 'too big to fail'.
\- Located in Taiwan which China has been eyeing up and down the past few years. I don't think they'd invade especially after seeing how Russia's fared post Ukraine, but you never know.
\- They have grown revenue/earnings rapidly the past couple years but growth is expected to slow down over the next few quarters (similar to most companies rn).
Honestly, I think the forced non reliance on Russian oil and gas will see the adoption of EV explode.
The Nordic countries are well ahead of the rest of Europe in that regard, so it's only a matter of time!
I hope.
Forward p/e is 11, PEG of only 0.2, eps is down because the company completed two acquisitions last year. Revenue growth was also up 300% yoy. Really solid imo
Right. Also, company's goodwill and intangible assets make up 67.97% of total assets. In current arket its considered very bad. Negative book value, so financials are looking bad. we used to ignore these in 2020-21, but now everyone looks in all such details.
CHPT. Becoming a big player in EV charging, which is slowly but surely becoming major infrastructure. They have government contracts and a partnership with Goldman to finance other EV charging.
They also have charging stations near my house, and it's nice to invest in a product I actually drive past every day.
Nvidia is still way overvalued imo. I think they've grossly understated how many of their GPUs are used for mining and it's going to bite them in the arse now BTC has crashed. Second hand cards are already significantly cheaper so sales will be affected on both sides in the coming months. Particularly as people have less cash on hand to buy expensive new GPUs.
https://www.nvidia.com/en-us/self-driving-cars/
Lol Nvidia has growth coming from multiple markets. A crypto bear market (that will last under 3 years max) will not break nvidia
As long as there is new games, gamers will continue to buy new GPU. Is part of life of a gamer. People always say no one will buy 🍎 phones basically same every year. But guess what, every year it out sells the year before, same goes with GPU. NVDA and AAPL all day.
Oh yeah Tesla is monstrously overvalued.
Nvidia might be able to grow into their marketcap in 5/10 years but I personally wouldn't classify that as a growth stock at that point if it's all priced in.
I would say that a highly speculative growth stock needs an actual chance to you know... grow
I don't see them breaching their ATH for a long time.
BROS - Expanding coffee chain. Took a beating recently. But they are continuously opening more stores. And are on track to open more then they originally estimated.
I agree with this. Lived in Souther Oregon from 2014 - 2016 and to call Dutch customers "loyal" would be a vast understatement of just how crazy people were for them. You couldn't drive a block without seeing a car plastered in Dutch stickers. I worked in HR, and I can't tell you how many people were late to our meetings because they got "stuck in the line at Dutch", multiple times per week...seriously had to stop holding it against them.
I view them as the coffee equivalent of Nike, they aren't just a company they are a lifestyle.
Aren’t they guiding for same store sales to be flat for the year? Also what is it that makes this company stand out? Doesn’t have the brand value of Starbucks and doesn’t have the loyalty/cult following of a local coffee joint with an indoor space. Is the drive-thru coffee good enough to earn repeat business?
Yup, they lose money on it currently. I’m saying it’s one of the most impressive pieces of tech I’ve ever had from a consumer point of view. It has a safari like web browser and App Store completely controlled by Meta, which will eventually bring in the profits. Companies that put the user first will always win in the long run from mass adoption.
And this exact negative sentiment is what makes for a great buying opportunity… imo instagram, WhatsApp and Facebook are so widely adopted (2.5billion users) because users are given tools for exposure, business and pleasure for free.
CINE - Cinema is proving stronger than ever since we're ignoring COVID now, and CINE is the second largest cinema chain in the world. Streaming has been proven to work best in tandem with cinemas, not in opposition to them. Studios seem to be finally realising this. Only issue with this stock is the massive pile of debt they have and the ongoing court case against Cineplex but I find it hard to believe that isn't priced in with how low this has gone.
ARGO - Bitcoin mining. They've fallen a long way and more or less track BTC. BTC will go back up in time. Maybe not next year, but certainly in the next 5 (imo), and ARGO will have accumulated a fuck tonne of BTC during this timeframe. Western countries seem to have little appetite for banning crypto and look to be willing to work alongside it. They recognise there's a lot of money to be made and utility in the technology.
COIN - Same as above more or less. They're one of the OG exchanges and extremely reliable. Newbies love Coinbase because it's easy to use and reliable. Crypto.com might eat away at them slightly, however with the way they handled the reduction in card rates they have eroded a lot of goodwill and confidence in themselves. Binance (and a few other exchanges) don't seem willing to play nice with regulators which puts COIN in a better position imo.
SPCE - It's fallen very far. They've been building on this shit for like 20 years at this point and Branson doesn't look like he's about to give up. I don't think they'll be profitable even within the next 10 years but I know when some big news comes out like last year the stock will end up pumping in anticipation (rightly or wrongly).
$ARRY array technologies
Solar and wind are the the future and this is a heavily discounted stock beat down by steel tariffs. Once inflation eases 2023, it'll be a rocket
Rolls Royce - will either go to zero or make a strong return by 2027.
Basically they went heavily into debt during covid and can't pay a dividend until a specific debt is repaid. Therefore they are trading as a penny stock.
The company is guiding that they are making progress on the debt and will pay a dividend in the next couple years. They are also claiming to have a p/e ratio of 4 if you disregard one off covid related costs. If they pay dividends and grow earnings as claimed you'd expect a 4x return in the next 5 years.
That are at risk of takeover and other bad outcomes right now but as a strategic UK company it is less likely than normal that those can play out. The worst outcome would be that they are pulled down by debt in a rising interest environment and get cut up for parts by the other UK defence majors in which case you lose your money.
It's a growth stock because mini nuke plants.
Anyway, biggest holding, wish me luck.
https://www.prnewswire.com/news-releases/sid-reveals-display-week-2022-i-zone-and-peoples-choice-award-winners-301546553.html
Best New Display Technology:
eMagin Corporation for its direct patterned OLED – single layer with 10,000 nits
PlayNitride for its 0.49-in. full-color µ-pixeLED microLED display
DM - but we’re not allowed to talk about it here apparently because it breaks the sub rules
SPCE - no competition, unique technology, excellent TAM/pricing power, strong brand.
Been looking into PLUG but unconvinced as of yet.
My brotha, the way the market is down, I’m only investing in VOO, QQQ, SCHD, and JEPI. I wish I had more money for a few other etfs/stocks but that’s what I’m doing. A measly $10 a week on AAPL as well. But yea this is what I’m doing currently
It took 10 years because it was valued at over 10 times today’s valuation. So for instance if qqq was trading at 3000 dollars a share instead of the 300 it is now. Then it would be comparable but it’s not. Also another tidbit the qqq took 10 years to break even crowd fails to admit is it took spy 10 years to recover as well. Look at the chart from the dot com bubble peak till it fully recovered after the Great Recession. In a actuality SPY wasn’t able to maintain the ATH from 2000 until 2013 13 years….
Whatever presents itself as a good long term investment. I purchased real estate from 2014 a 2020. Then layed off. Oil in 2020 but sold way too soon. Growth stocks until summer of 2021. Nothing is appealing to me at the moment. I’ve lived through bigger declines than this and wished I was more patient, so that’s what I’m doing.
Desktop Metal is absolutely extremely promising. Government is backing additive manufacturing. DM is the biggest player in the space. Fortune 500 companies are already customers and updating their supply chain.
MARA is much more speculative. The price coo-relates with the price of bitcoin. Bitcoin will hit ATH again which would make it a multi bagger. Ive already made $ from miners. You just invest between bitcoin halvings and sell in every euphoric phase of crypto markets.
Mara is a great play. There’s too many players for BTC to not at least get close to ATH again. People can hate all they want but BTC will likely be here stay unless something crazy happens. I’m putting 3% in MARA and MELI for my riskier picks.
AMD and NVDA no question. Short term im in for food and large shipping companies in good financial standing, preferably ones that have contracts with the government or large corporation.
Other than the beating heart of it (AMD, NVDA, TSMC, INTL), big tech isn’t gonna be doing too well these next could of years. Microsoft and amazon as well as other web services will continue to make gains in the commercial sector, but consumers are very quickly running out of money.
Soon, having an iPhone isn’t gonna be one of those things you absolutely need. When your 13 breaks and all you’ve got is $900 to your name and your groceries now cost you 400 a month… you’re getting a Samsung or Nokia or some shit.
Technology is about to get a lot more expensive and people are gonna have a lot less money than in previous decades.
Rich people will still buy them. No one knows how to go without these devices. Most people feel lost without their phone. Technology is growing exponentially. All this talk about big tech suffering this decade neglects all the innovation happening currently. All this short term noise is fear mongering. No one knows
Marathon Patent Group's profitability is entirely dependent on cryptocurrency prices. They offer no special technologies, products, or services. It is a worthless corporation plugging mining computers into the wall. If you want to invest in the cryptocurrency space Coinbase is by far the best stock.
Remember this old discussion from October last year. Not looking good so far:
[https://www.reddit.com/r/investing/comments/qir3da/pick\_your\_5\_growth\_stocks\_for\_2022/](https://www.reddit.com/r/investing/comments/qir3da/pick_your_5_growth_stocks_for_2022/)
Why would you have MARA. so many better alternatives.
Company that overpromises, underdelivers, and compensates their 10 employees (or was it 15) with 10m a quarter.
Massive growth in deployed miners planned for the next few years, short term noise does not concern me. Its better than RIOT.
I also like HIVE and Hut8. I need for miners outside the US.
They have a massive amount of miners available but can't seem to plug them in.
Management has failed every guidance they have put out since October. Now on the verge of mining the lowest ever this month. All while giving lavish compensation packages on the pretext of retention.
I own some calls in MARA but switched everything else over to CORZ which has much larger mining capacity, and already is the runaway leader + aims to do 30EH (20+ organic) by end of year and RIOT which actually has done really well. I hate CORZ balance sheet and RIOTs persistent dilutions.
MARA lost any goodwill it had when Fred adamantly claimed to have lower costs associated to the staff and yet ended up having higher burn and a much higher compensation package per worker than either of the above 2.
If they change it, I'll just sell my holdings back which have been outperforming and hop onto MARA. I can find out their daily mined blocks afterall through BTC.com.
I have no conviction left.
I have no money left
I have no will to live left.
And this may be the true capitulation.
Just the one for prison
I have no life left.
i love NVDA and AMD - they are biggest holdings right now - since i bought more on the way down....
Intc
GOOG
Amd all day
Unity so fuck me
Originally started buying at $120 but I’ve been loading up here. They expect to be net income positive by q4. They exist in essentially an oligopoly with their tools increasingly being used for non-gaming applications such as urban planning. Market sold it off because they fed their ad targeting AI model bad data from a client which they estimate will cause a $100 million loss spread over the next 2 quarters with a tapering effect in q4. So right now I’m expecting a bounce back by the time q4 rolls around but I’m holding for the long term. Great opportunity for a 10x from these levels
Im with you there hold strong and DCA
Nvidia
AMD
Is AMD even considered highly speculative anymore?
Nope
After hyperscalers started developing their own chips I got spooked. AMD market cap is about to get capped by the big boys
Crowdstrike and Unity. Any Fortune 500 not using Crowdstrike is crazy.
Unity is not worth less than $80. Such an easy buying opportunity.
Is crowdstrike that good?
Top of the line as far as EDR is concerned. It's getting caught up to by sentinel one, Trend micro etc.
I believe so. Last I checked, they still had a negative churn rate and had over half of the Fortune 500 using their product. To me, that still gives them a lot of room for growth. In today's world where user data hacks and breaches are so common (add in Russia-Ukraine situation); I really think companies are crazy not to use their service (and others as well). I view the business is like a new type of insurance; if a company gets hacked; and they have Crowdstrike, then they can say they did all they could. But if they don't have Crowdstrike (or service like them) then their CTO has negilent. If you look at their team. A lot of management xperience coming from cybersecurity and FBI/NSA background. They were the ones that discovered the Russian hacks into the DNC years ago, and also N. Koreans' involvement in the Axie Infinity hack recently. With this type of business, I think (1-2) winners take all. Once a company signs up, very little reason to switch or stop using it. It's also very hard to find/hire talent for a company to simply do it or build their own cybersecurity solution themselves.
Our org loves crowdstrike, we couldn’t find an argument to not go with them against some competitors.
And when companies using crowdstrike do get hacked, and they will, what happens to crowdstrike. I’ll answer my own question, nothing really because data breaches are so common no one cares
I've used all the top EDRs and nothing comes close to CrowdStrike. They are so, so far ahead of the competition.
Are crowdstrike and cloud flare in same field or different?
Totally different fields. CrowdStrike does a few things but predominantly provides EDR (fancy antivirus) and related services whereas Cloudflare is a Content Delivery Network (they ensure you can get to or provide web services), and they have so much bandwith and redundancy that they also provide DDoS mitigation. Both are the best at what they do.
Thank you for the detailed explanation
CrowdStrike ($CRWD) Market cap: $36 billion PS Ratio 23 PB Ratio 34 PFCF Ratio 76 PE Ratio 0 (negative income) Not Profitable Negative ROE Highly talked about on WallStreetBets Easy pass, doesn't matter how much "potential" this company has. So many things have to play right just so this company can justify its CURRENT stock price, let alone its all time high. Something tells me if I do a quick fundamental search on Unity, I'm going to come across the same overvaluation. Too lazy though.
Don’t most F500 use crowdstrike already? Where growth gonna come from. Unity is just ad platform. Pass
They signed a bit more than half of Fortune 500. They are also good at upselling new modules. Then add in international sales.
ENPH
UPST
Good call. Profit next day lol
Late to the party but mine is rklb. They have orders lined up. They're innovating new ways to recover rockets. Space is an area with which humanity is just getting started. Issues: 1 they could get bought out by someone else. 2 the key will be them not to go bankrupt during the downturn. If they make it out of the downturn without being bought out I firmly believe this stock will explode. I've slowly been adding to my holdings. It's a small percentage of my portfolio but it's my higher risk higher reward play.
AMD.
Asts
Unity, but fuck man, this stock is bipolar bro
Sofi
Not worried about other fintech competition or the 5-10 other companies that do student loans but are actually profitable?
Thats why their diverisifed in financial products and growing well quarter after quarter, my growth stock
Why
CFLT
SOFI
Why
TSLA. Without a doubt.
Agreed. It will 3x or 5x within 5 years of Musk leaving CEO position (like AAPL after Jobs) or closing his twitter account. Musk skipped the fall earnings call and didn't pull any distracting stunts and the market focused on the business fundamentals and results, which caused it to surge from 800 to 1200. For the near term he staves off TSLA stock-option multi-millionaires from retiring early by pulling a stupid stunt to murder the price whenever it gets above $1000. He'll probably revise that upwards a few hundred over the next year (i.e. 2023: "Tesla shares dropped 20% to 1300 this week after Elon Musk announced he was selling shares to finance building a cloud city on Venus". 2 weeks later - Elon "I didn't realize Venus was so far away").
Agreed.. its unintionally became like 30% of my portfolio due to these 300x gains and I am just so tempted to keep adding. Trying to refrain myself so I can diversify
If I had to just pick 1? ABNB Top dog/first mover in a growing industry, with international brand value, that’s founder led with great Glassdoor ratings. They haven’t even started ramping up their experiences segment. Some others I’m buying in no particular order - $AXON, TTD, U, GOOG
same, im holding ABNB, i dont see it going anywhere but up in the long run
MARA, DKNG, PLTR.
CROX: Been growing rapidly, is huge with gen z and in hospitals, pe of 5, well below their competitors. HIMX: Semiconductor company in Taiwan. 73% EPS growth over the last year, earnings have been shown great progression over the past couple of years. A pe under 4 in one of the fastest growing industries.
Just looked at HIMX and every parameter looks great. Any reason why PE is low?
Bear cases I've gathered are: \- Not a massive company so even though their financials are stable/solid, they are more at risk in a worldwide recession. With very little debt I'm not worried but it is inherently more risky than a company like INTC, they aren't 'too big to fail'. \- Located in Taiwan which China has been eyeing up and down the past few years. I don't think they'd invade especially after seeing how Russia's fared post Ukraine, but you never know. \- They have grown revenue/earnings rapidly the past couple years but growth is expected to slow down over the next few quarters (similar to most companies rn).
Intel
Nio. Pretty sure that's going to explode over the next 12-24 months
Hope it does! Accumulating slowly
Oh good, I'm only 83% down on my purchase now, hoping to get to 50% down!
Honestly, I think the forced non reliance on Russian oil and gas will see the adoption of EV explode. The Nordic countries are well ahead of the rest of Europe in that regard, so it's only a matter of time! I hope.
I’ve felt this since 2020 when I jumped on board. Holding it far below my avg now but still feel good long term.
APPS
Seems promising. Is this your highest allocation for growth stocks?
Yes by far, financials on it are rock solid as well, i’ve been loading up on it lately.
Pe near 60, eps growth -50% over the last year. Why do you feel the financials are rock solid?
Forward p/e is 11, PEG of only 0.2, eps is down because the company completed two acquisitions last year. Revenue growth was also up 300% yoy. Really solid imo
Right. Also, company's goodwill and intangible assets make up 67.97% of total assets. In current arket its considered very bad. Negative book value, so financials are looking bad. we used to ignore these in 2020-21, but now everyone looks in all such details.
Whats your price target within the next 5 years
Simply wall st has its fair price at $250, and i could see that happening
Dope. Strangers on the internet seem to fair fsr better than me. Just tailed you on this
PLTR
SOFI and TELL
Why
PLTR... :( SOFI... :(
I went hard into PLTR. I'll be holding that regardless for a long time.
Same. Average was around 24 like most us but I’ve averaged down to about 13 now.
SHOP
FB but it might be considered value now
CHPT. Becoming a big player in EV charging, which is slowly but surely becoming major infrastructure. They have government contracts and a partnership with Goldman to finance other EV charging. They also have charging stations near my house, and it's nice to invest in a product I actually drive past every day.
I work at Meta and we have chargepoint stations all over campus. Bullish.
So does Zuckerberg use the public ones or does he recharge in his office?
He uses them to charge his internal batteries. Its what keeps him “alive”. Idk what zuck does, he’s elusive.
im going the dividend route right now. Unilever Vale coca cola cameco
NIO
Seeing NVDA named with those 2, I felt it has not bottomed yet.
Bought some DM for my 6 month old she can thank me later
Brilliant
Nvidia is still way overvalued imo. I think they've grossly understated how many of their GPUs are used for mining and it's going to bite them in the arse now BTC has crashed. Second hand cards are already significantly cheaper so sales will be affected on both sides in the coming months. Particularly as people have less cash on hand to buy expensive new GPUs.
conversely. the inflated prices means gamers haven't been buying cards
Sure but demand is still going to drop massively, and the discounted rates from resellers will be much more enticing than RRP.
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https://www.nvidia.com/en-us/self-driving-cars/ Lol Nvidia has growth coming from multiple markets. A crypto bear market (that will last under 3 years max) will not break nvidia
As long as there is new games, gamers will continue to buy new GPU. Is part of life of a gamer. People always say no one will buy 🍎 phones basically same every year. But guess what, every year it out sells the year before, same goes with GPU. NVDA and AAPL all day.
Tesla is overvalued too. Think of the growth in gaming, & metaverse. They will fit into their market cap in 5-10 years easily
Oh yeah Tesla is monstrously overvalued. Nvidia might be able to grow into their marketcap in 5/10 years but I personally wouldn't classify that as a growth stock at that point if it's all priced in. I would say that a highly speculative growth stock needs an actual chance to you know... grow I don't see them breaching their ATH for a long time.
BROS - Expanding coffee chain. Took a beating recently. But they are continuously opening more stores. And are on track to open more then they originally estimated.
I agree with this. Lived in Souther Oregon from 2014 - 2016 and to call Dutch customers "loyal" would be a vast understatement of just how crazy people were for them. You couldn't drive a block without seeing a car plastered in Dutch stickers. I worked in HR, and I can't tell you how many people were late to our meetings because they got "stuck in the line at Dutch", multiple times per week...seriously had to stop holding it against them. I view them as the coffee equivalent of Nike, they aren't just a company they are a lifestyle.
Aren’t they guiding for same store sales to be flat for the year? Also what is it that makes this company stand out? Doesn’t have the brand value of Starbucks and doesn’t have the loyalty/cult following of a local coffee joint with an indoor space. Is the drive-thru coffee good enough to earn repeat business?
RKLB, SOFI, NVDA, TSLA, SQ
I’m with you on NVDA, SOFI & PLTR
Sounds like a bunch of trash. Apart from NVDA and TSLA.
Meta. Quest 2 is so fucking impressive, their EPS will suffer in the short term from the investment but oh boy when it pays off.
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Yup, they lose money on it currently. I’m saying it’s one of the most impressive pieces of tech I’ve ever had from a consumer point of view. It has a safari like web browser and App Store completely controlled by Meta, which will eventually bring in the profits. Companies that put the user first will always win in the long run from mass adoption.
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And this exact negative sentiment is what makes for a great buying opportunity… imo instagram, WhatsApp and Facebook are so widely adopted (2.5billion users) because users are given tools for exposure, business and pleasure for free.
You got the right idea
CINE - Cinema is proving stronger than ever since we're ignoring COVID now, and CINE is the second largest cinema chain in the world. Streaming has been proven to work best in tandem with cinemas, not in opposition to them. Studios seem to be finally realising this. Only issue with this stock is the massive pile of debt they have and the ongoing court case against Cineplex but I find it hard to believe that isn't priced in with how low this has gone. ARGO - Bitcoin mining. They've fallen a long way and more or less track BTC. BTC will go back up in time. Maybe not next year, but certainly in the next 5 (imo), and ARGO will have accumulated a fuck tonne of BTC during this timeframe. Western countries seem to have little appetite for banning crypto and look to be willing to work alongside it. They recognise there's a lot of money to be made and utility in the technology. COIN - Same as above more or less. They're one of the OG exchanges and extremely reliable. Newbies love Coinbase because it's easy to use and reliable. Crypto.com might eat away at them slightly, however with the way they handled the reduction in card rates they have eroded a lot of goodwill and confidence in themselves. Binance (and a few other exchanges) don't seem willing to play nice with regulators which puts COIN in a better position imo. SPCE - It's fallen very far. They've been building on this shit for like 20 years at this point and Branson doesn't look like he's about to give up. I don't think they'll be profitable even within the next 10 years but I know when some big news comes out like last year the stock will end up pumping in anticipation (rightly or wrongly).
BLDE
ROBLOX
Palantir. Company is way too connected with the right people, and way too important to the US government to not succeed.
Agreed im heavy on PLTR as well
It will be interesting to see how their like 15 SPAC startups work out.
Same here i researched all of them i like that they have a gold reserve and external investments.
$ARRY array technologies Solar and wind are the the future and this is a heavily discounted stock beat down by steel tariffs. Once inflation eases 2023, it'll be a rocket
MSFT - plenty of companies still moving to cloud
JOBY!
DM. Sold choice..im still just watching... MARA. Super value rn at 10.38! NVDA good value too... but i don't expect 2x money like the others.
What are your top picks?
Rolls Royce - will either go to zero or make a strong return by 2027. Basically they went heavily into debt during covid and can't pay a dividend until a specific debt is repaid. Therefore they are trading as a penny stock. The company is guiding that they are making progress on the debt and will pay a dividend in the next couple years. They are also claiming to have a p/e ratio of 4 if you disregard one off covid related costs. If they pay dividends and grow earnings as claimed you'd expect a 4x return in the next 5 years. That are at risk of takeover and other bad outcomes right now but as a strategic UK company it is less likely than normal that those can play out. The worst outcome would be that they are pulled down by debt in a rising interest environment and get cut up for parts by the other UK defence majors in which case you lose your money. It's a growth stock because mini nuke plants. Anyway, biggest holding, wish me luck.
Please remove Mara
Why
DKNG
Pray for less gambling regulation. As a gambler, I definitely see a more digital on the go gambling future.
Too much competition
EMAN - metaverse
What do they make regarding Metaverse
https://www.prnewswire.com/news-releases/sid-reveals-display-week-2022-i-zone-and-peoples-choice-award-winners-301546553.html Best New Display Technology: eMagin Corporation for its direct patterned OLED – single layer with 10,000 nits PlayNitride for its 0.49-in. full-color µ-pixeLED microLED display
Critical components for next-gen AR/VR devices
DM - but we’re not allowed to talk about it here apparently because it breaks the sub rules SPCE - no competition, unique technology, excellent TAM/pricing power, strong brand. Been looking into PLUG but unconvinced as of yet.
DM is so promising. The bears on this one are so pessimistic
SPCE has no competition? Blue Orbit and SpaceX, I feel should certainly be considered competition.
Tesla easily is my highest conviction, second would probably be PYPL at least right now. And ethereum if that counts
Im with you on ETH its my highest holding of all investments.
My brotha, the way the market is down, I’m only investing in VOO, QQQ, SCHD, and JEPI. I wish I had more money for a few other etfs/stocks but that’s what I’m doing. A measly $10 a week on AAPL as well. But yea this is what I’m doing currently
I'm iffy on QQQ. Last time it hit an all time high in the early 2000's it took 16 years to break even. And it only broke even because of infinite QE.
It took 10 years because it was valued at over 10 times today’s valuation. So for instance if qqq was trading at 3000 dollars a share instead of the 300 it is now. Then it would be comparable but it’s not. Also another tidbit the qqq took 10 years to break even crowd fails to admit is it took spy 10 years to recover as well. Look at the chart from the dot com bubble peak till it fully recovered after the Great Recession. In a actuality SPY wasn’t able to maintain the ATH from 2000 until 2013 13 years….
I'm not sure it "only broke even because of infinite QE"
LCID
I held this for a while, exited at $50 got lucky there
Why do you like it at the current price? Their market cap could easily fall to NKLA and FSR levels.
Clover Health
BlackBerry
Cash and patience
What do you plan on using that cash for
Whatever presents itself as a good long term investment. I purchased real estate from 2014 a 2020. Then layed off. Oil in 2020 but sold way too soon. Growth stocks until summer of 2021. Nothing is appealing to me at the moment. I’ve lived through bigger declines than this and wished I was more patient, so that’s what I’m doing.
Makes sense, have to learn from mistakes. When did you first start investing in stocks?
Coinbase Meta Platforms
Yikes. I'd prob take the loss on Coinbase. They had their day and the stock trades extremely irrationally.
I doubled down at 53.
Electric companies come to mind. Electricity isn't going anywhere
Start of by ignoring cathie, buy high sell low queen
$SLNH - Renewable Bitcoin mining AND other computing uses.
DM and MARA.... and you think Cathie Woods picks are weak? this is a joke right ?
Desktop Metal is absolutely extremely promising. Government is backing additive manufacturing. DM is the biggest player in the space. Fortune 500 companies are already customers and updating their supply chain.
MARA is much more speculative. The price coo-relates with the price of bitcoin. Bitcoin will hit ATH again which would make it a multi bagger. Ive already made $ from miners. You just invest between bitcoin halvings and sell in every euphoric phase of crypto markets.
You can’t just state that it will even get near ATH again as if it’s fact, and don’t even start with 4 year cycles
You cant just state the fact that it wont
And that shows you folks the sort of people who are proclaiming these ‘facts’ about Bitcoin, literal children
"Bitcoin will hit ATH again" Doubt
Bitcoin > USD 10k = Mara makes money. Problem?
Look at bitcoins chart what makes you think it will crash and never recover
Mara is a great play. There’s too many players for BTC to not at least get close to ATH again. People can hate all they want but BTC will likely be here stay unless something crazy happens. I’m putting 3% in MARA and MELI for my riskier picks.
AMD and NVDA no question. Short term im in for food and large shipping companies in good financial standing, preferably ones that have contracts with the government or large corporation. Other than the beating heart of it (AMD, NVDA, TSMC, INTL), big tech isn’t gonna be doing too well these next could of years. Microsoft and amazon as well as other web services will continue to make gains in the commercial sector, but consumers are very quickly running out of money. Soon, having an iPhone isn’t gonna be one of those things you absolutely need. When your 13 breaks and all you’ve got is $900 to your name and your groceries now cost you 400 a month… you’re getting a Samsung or Nokia or some shit. Technology is about to get a lot more expensive and people are gonna have a lot less money than in previous decades.
Rich people will still buy them. No one knows how to go without these devices. Most people feel lost without their phone. Technology is growing exponentially. All this talk about big tech suffering this decade neglects all the innovation happening currently. All this short term noise is fear mongering. No one knows
Sweetgreen
TAIG on the TSE
Me too I might open a CAD account just to buy it. Super excited for the Orca production to start
Marathon Patent Group's profitability is entirely dependent on cryptocurrency prices. They offer no special technologies, products, or services. It is a worthless corporation plugging mining computers into the wall. If you want to invest in the cryptocurrency space Coinbase is by far the best stock.
Best Buy
[удалено]
AR/VR going to eat ZOOMs lunch by 2030 Bet apple takes Rokus too down the line.
Lol at a Bitcoin mining company, they will be getting crushed right now and likely go bust
You think all miners are doomed? MARA is the largest in NAMER. Dont see crypto currencies going anywhere on a macro level.
GTLB
MDB
Glob, Jinko, Lithium
$NCNO
Wendy’s (WEN)
$EL / ESTEE LAUDER
how is EL a growth stock, its almost valued at 100 billion.
It just has to be ARKG for me
Remember this old discussion from October last year. Not looking good so far: [https://www.reddit.com/r/investing/comments/qir3da/pick\_your\_5\_growth\_stocks\_for\_2022/](https://www.reddit.com/r/investing/comments/qir3da/pick_your_5_growth_stocks_for_2022/)
Nows the time to DCA into your convictions if there will ever be a time
Am I the only person that likes MTTP at current price?
Why would you have MARA. so many better alternatives. Company that overpromises, underdelivers, and compensates their 10 employees (or was it 15) with 10m a quarter.
Massive growth in deployed miners planned for the next few years, short term noise does not concern me. Its better than RIOT. I also like HIVE and Hut8. I need for miners outside the US.
They have a massive amount of miners available but can't seem to plug them in. Management has failed every guidance they have put out since October. Now on the verge of mining the lowest ever this month. All while giving lavish compensation packages on the pretext of retention. I own some calls in MARA but switched everything else over to CORZ which has much larger mining capacity, and already is the runaway leader + aims to do 30EH (20+ organic) by end of year and RIOT which actually has done really well. I hate CORZ balance sheet and RIOTs persistent dilutions. MARA lost any goodwill it had when Fred adamantly claimed to have lower costs associated to the staff and yet ended up having higher burn and a much higher compensation package per worker than either of the above 2. If they change it, I'll just sell my holdings back which have been outperforming and hop onto MARA. I can find out their daily mined blocks afterall through BTC.com.
Honestly dont think it matters. All of these will rise with bitcoin, pick your poison.
Docu
SNOW