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Forum » More General Categories » Education/Career/Finance » **OFFICIAL** Trading and Investing Thread: Part XIV -- Reopening Edition
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10-27-2021, 09:52 AM
#9841
Hertz buying tesla fleet is a no brainer. Who else has tesla fleet for rental? If a tesla owner travels to another city and rents a car, what type of car are they going to prefer? No brainer.

The market is not for potential owners, its for existing owners.
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10-27-2021, 10:03 AM
#9842
Originally Posted By Carbonfibre
there is this thing called AMD
my argument for NVDA is similar to ******** vs myspace, google vs yahoo, sears vs amazon, TSLA vs gm.

Founder-led NVDA has a valuation nearly 4x greater than AMD ($572b vs $145b) even though NVDA’s IPO was 27 years after AMD. These companies offer similar products, but the divergence of valuation is staggering. The fandom surrounding Nvidia is fueled by Jensen Huang’s enthusiasm for his company, willingness to innovate, better products, and a “cool-factor” among gamers who use the chips.

Founder magic can't be matched. Pretty simple.

Every stonk I own is founder-led, except ETSY.
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10-27-2021, 10:18 AM
#9843
Originally Posted By _zman
Almost appears to be a red flag to me. Having that much cash and not knowing what to do with it. They've had a lot of cash on hand for years, no?
Correct. If Jobs was alive, apple would already have been making GPUs for at least 5 years now.
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10-27-2021, 10:30 AM
#9844
Originally Posted By Destor

Model 3 is a cheaper (lower profit) vehicle

Tesla is likely able to avoid major impacts from the chip and other supply shortages mainly because they produce so few vehicles compared to the legacy automakers
Link on these two? Im not sure either of those statements are true.
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10-27-2021, 10:36 AM
#9845
Originally Posted By Carbonfibre
They really do.

Think last earnings report it showed they had almost $200B cash on hand lmao.
at a very high level they are not into the inventing anything business but make things work they way they suppose to work.
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10-27-2021, 10:39 AM
#9846
Originally Posted By _zman
Link on these two? Im not sure either of those statements are true.
they are not… in fact general speaking you would rather sell a lot to one company than a few a smaller company… and if you do then you tag a nice "premium" to their price
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10-27-2021, 10:54 AM
#9847
Originally Posted By _zman
Link on these two? Im not sure either of those statements are true.
Higher priced, luxury items bring in higher margins. I'm not saying the Model 3 won't produce good profit, but the Model S and Model X are where it's at for Tesla

When you read beyond the "Tesla grows while Legacy auto suffers" headlines, the apparent reason becomes the smaller volume and perhaps some logistics around how Tesla orders stuff based on their volume and demand. It's a very different beast right now compared to a Toyota who sells 8-9million vehicles per year.
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10-27-2021, 11:45 AM
#9848
Originally Posted By HMFIC_BROWSIN
my argument for NVDA is similar to ******** vs myspace, google vs yahoo, sears vs amazon, TSLA vs gm.

Founder-led NVDA has a valuation nearly 4x greater than AMD ($572b vs $145b) even though NVDA’s IPO was 27 years after AMD. These companies offer similar products, but the divergence of valuation is staggering. The fandom surrounding Nvidia is fueled by Jensen Huang’s enthusiasm for his company, willingness to innovate, better products, and a “cool-factor” among gamers who use the chips.

Founder magic can't be matched. Pretty simple.

Every stonk I own is founder-led, except ETSY.
just lol.

you're making it sound like nvidia has monopoly on gpu market.

Nvidia vs Amd is like Boeing vs Airbus

Is that why PS5 and Xbox X is powered by AMD?

Is that why Tesla dropped Nvidia for AI and gpu for their cars for AMD?

AMD is fighting on two fronts cpu and gpu market. It took them long time to catch Intel and now they are ahead.

How is that amd 6900xt is even with 3090 if nvidia is building better products?

https://www.guru3d.com/articles_page..._review,1.html

you ignored all the other points previous reply because you spent no time researching anything…just herp derp I like nvidia they are best and I believe in Jensen.


AMD and Nvidia are both fantastic companies and I would suggest everyone owns both in portfolio but you lost me when you said nvidia will be bigger than apple market cap.



Also just lol at thinking Jobs would have done anything different.

Apple is that company that refuses to touch anything till they are 100 percent sure they are ahead from the get go.

Tech wasn't there for Apple to touch gpu / cpu market.

Fun fact since you spend no time researching.

You know that TSM makes all of apple chips you know that is built on 5 nm node ? right? that tech just came out last year.

Next increment is 3nm that should be ready for late 2022.

Intel/Samsung should follow in 2023 with 3nm die shrink.
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10-27-2021, 12:10 PM
#9849
GOOG and MSFT fuking crushing it holy sht, proud to have these as my #2 and #3 holdings (srs)

hopefully this is a good indicator for AMZN (my #1) after market close tomorrow

and holy fuk @ XLNX with the +7% move today. Chit doesn't even make sense. I track the XLNX/AMD price ratio here:
https://public.tableau.com/app/profi...harePriceRatio

and XLNX has always lagged AMD's price movements slightly… not sure why XLNX popped off so much more than AMD today, like this price ratio is finally started to narrow for some *unknown* reason (maybe merger approval from China will be announced soon? not sure how somebody would know this though)
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10-27-2021, 12:15 PM
#9850
Worst red day for me since March
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10-27-2021, 12:16 PM
#9851
Originally Posted By Carbonfibre
just lol.

you're making it sound like nvidia has monopoly on gpu market.

*jibba jabba*
none of this matters. Fact remains that all founder-led companies MOG un-founder-led within the exact same industries.

NVDA is 4 times larger, with a 27 years LATER ipo than AMD…

I can sit here and type a mile long post about how TSLA is over-valued and GM is 'better'….

But it doesn't matter because Elon runs the ship over there, and TSLA was a better investment as a result.

Same is true for Jenson.

Can anyone even name the GM ceo? JFL

I'd bet my life savings that AMD's valuation will not pass NVDA's…. ever.

EDIT: just looked it up, GM ceo is "mary barra" and I've never heard that name until now.
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10-27-2021, 12:18 PM
#9852
remember the outrage misc main forum and few here when Biden/Dems wanted to do billionaire tax bill

well its dead, they just announced it

you really thought they were going to double tax pelosi / mitch ? just lmao




Originally Posted By HMFIC_BROWSIN
none of this matters. Fact remains that all founder-led companies MOG un-founder-led within the exact same industries.

NVDA is 4 times larger, with a 27 years LATER ipo than AMD…

I can sit here and type a mile long post about how TSLA is over-valued and GM is 'better'….

But it doesn't matter because Elon runs the ship over there, and TSLA was a better investment as a result.

Same is true for Jenson.

Can anyone even name the GM ceo? JFL

I'd bet my life savings that AMD's valuation will not pass NVDA's…. ever.


yep just what I thought, zero research just fluff

at no point did I claim that amd will pass nvidia market cap

both are boeing vs airbus


you're claiming nvidia will pass apple at some point which is lolz.
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10-27-2021, 12:24 PM
#9853
Originally Posted By Carbonfibre
yep just what I thought, zero research just fluff

at no point did I claim that amd will pass nvidia market cap

both are boeing vs airbus


you're claiming nvidia will pass apple at some point which is lolz.
within 10 years, I can see it.

Assuming Jenson is still there.
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10-27-2021, 12:41 PM
#9854
no more tax on billionaires…

Rep AND Dem redy to pass the bill…

lol if u think either party care about reg. americans
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10-27-2021, 12:49 PM
#9855
Where are you guys seeing the news about the billionaire tax?
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10-27-2021, 12:49 PM
#9856
Originally Posted By Destor
Where are you guys seeing the news about the billionaire tax?
this, seeing nothing.
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10-27-2021, 12:53 PM
#9857
Originally Posted By camaleom
no more tax on billionaires…

Rep AND Dem redy to pass the bill…

lol if u think either party care about reg. americans

so much this

Originally Posted By Destor
Where are you guys seeing the news about the billionaire tax?

https://www.forbes.com/sites/jonatha...h=1e7fb195bc36
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10-27-2021, 12:56 PM
#9858
Out of prog today with a small gain, the SEC filing killed it for now probably.



Originally Posted By Destor
We all miss opportunities legitimately every single day. These markets are massive, prices change daily, there are constant opportunities

Buffett has a good analogy comparing it to baseball. It’s like going up to bat and a pitcher throws ball after ball after ball, but there are no called strikes in the stock market. You don’t need to swing at anything, they might be great pitches to swing at but you don’t need to swing if you don’t understand them.

Eventually you’ll get a pitch that you understand and is right where you want it, and then you swing hard
Originally Posted By Carbonfibre
There is this thing called over trading.

More positions you take more chances you will fail with options.

Once you get confident you tend to take more and more risk till it backfires.

If you're talking Tesla go back last page to that Bloomberg article. What exactly was the signal fundamentally that made tesla gain $100B market cap in day other than some whale pushing options.

This is super fast market.

Everyone can pull wins but locking in those gains at end of year.

Just keeping SL tight and closing positions before end of the day each day. Not setting myself up to blow up my account.

I just did those tesla calls because it was an amount I was okay with losing, and social sentiment, some catalysts hertz etc(even though the order is meaningless because tesla cant meet demand), the options chain, and how it tends to trade in this risk on market it seemed like the risk/reward was there.
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10-27-2021, 01:54 PM
#9859
Originally Posted By Destor
Higher priced, luxury items bring in higher margins.
In general, I would agree. But Tesla isn't an "in general" type of company. They're the manufacturer and seller. I just couldn't assume their profit margins. Sure the model 3 might be a lower margin, but it's likely to be the most profitable line based on volume. I'm not sure the margin really matters much in the end.
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10-27-2021, 02:57 PM
#9860
Originally Posted By _zman
In general, I would agree. But Tesla isn't an "in general" type of company. They're the manufacturer and seller. I just couldn't assume their profit margins. Sure the model 3 might be a lower margin, but it's likely to be the most profitable line based on volume. I'm not sure the margin really matters much in the end.
There are many different and equally valid strategies, high volume and low margin % is one of them. But when you're supply constrained, typically you'd want to focus most of your energy on the higher margin offerings and not bulk deals for selling one of your cheaper products to a rental company. But there could be some other benefits for sure


Suncor clawing back all of today's losses and then some after hours, haven't seen earnings yet but I'm guessing they're good. Might throw my spare $40k at that tomorrow but will need to see
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10-27-2021, 03:47 PM
#9861
Brk.A showing another obscene after-hours pump rn…. Is this a new thing?
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10-27-2021, 04:00 PM
#9862
this market is ridiculous. lots of growth names down big yet q's are still high. not a bad time to get into some commodity plays on this pullback. Suncor Energy just crushed earnings, raised dividend and is up 5% after hours. Youre looking at a 13% annual return with the dividend + stock buyback if oil can stay above 50
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10-27-2021, 04:32 PM
#9863
Originally Posted By VegasLifter26
this market is ridiculous. lots of growth names down big yet q's are still high. not a bad time to get into some commodity plays on this pullback. Suncor Energy just crushed earnings, raised dividend and is up 5% after hours. Youre looking at a 13% annual return with the dividend + stock buyback if oil can stay above 50
Large debt repayment, dividend fully re-instated, increased share buy-back, large profit, sold a less attractive European asset. Debt getting chunked down incredibly fast.

Honestly can't get better than this.
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10-27-2021, 04:33 PM
#9864
Originally Posted By VegasLifter26
this market is ridiculous. lots of growth names down big yet q's are still high. not a bad time to get into some commodity plays on this pullback. Suncor Energy just crushed earnings, raised dividend and is up 5% after hours. Youre looking at a 13% annual return with the dividend + stock buyback if oil can stay above 50
Fully doubled their current dividend, back to where it was pre-pandemic. This might be where Harry begins to regret selling those calls. And it’s where I regret forgetting today was earnings and not buying before close.

Crunched the numbers, getting roughly 8.3% yield now on my Suncor buys
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10-27-2021, 04:37 PM
#9865
Gonna keep it simple and JUST trade MAJORS lol JUST lol STILL out EARNING even EASIER just LOL usd OF peace and PROSPERITY

JUST lol DED fooking SRS.

srs.

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10-27-2021, 05:12 PM
#9866
How does suncor plan on selling all their crude, hopes and dreams? Y’all got no pipeline projects in the pipeline no pun in tendies
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10-27-2021, 05:17 PM
#9867
Originally Posted By SipNPiz
How does suncor plan on selling all their crude, hopes and dreams? Y’all got no pipeline projects in the pipeline no pun in tendies
Line 3 replacement just came online this month and we have TransMountain underway. If the world actually has any hope of moving away from fossil fuels over the long term, that'll be all the pipeline capacity we really need
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10-28-2021, 01:26 AM
#9868
Time to add more FAMI.

And RIP FUTU and Lefticle
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10-28-2021, 06:42 AM
#9869
Bought 1,271 SU:TSX @ $30.65 because sure why not
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10-28-2021, 07:01 AM
#9870
Bought TRIT at 7.55 and just sold. Not sure if this will continue.
I probably banged your mom.

Eat the whole animal like a real man.
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