All things STOCKS

#18,877
#18,877
Thunder Good-Oil said:
Data warehousing and the cloud is where AI stores their stuff. MSFT. AWS. IBM. GOOGL. Dell. With hardware storage devices from Toshiba, Samsung, or other Asian manufacturers. I’ve always thought of those 3 drive manufacturers as more desktop oriented. Maybe WDC has a strong presence in the big rack based storage systems. But I don’t drill down too much into tech names that are vulnerable to the big dogs squeezing them or possibly taking them out.
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I think they were but not anymore. Seagate in particular has a lot of marketing puffery about their ability to produce the super high capacity HDDs that AI needs.
 
#18,878
#18,878
Netflix still on it's slide from the exposure of their woke, children's programming. I guess I'll ride it out for now. Should I cut it loose?
 
#18,879
#18,879
InVOLuntary said:
Netflix still on it's slide from the exposure of their woke, children's programming. I guess I'll ride it out for now. Should I cut it loose?
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Morningstar assigned a Fair Value of $750.

But they’ve been smashing the streaming competition. Advertising could keep them profitable for a long time. Having 2 major revenue streams with the advertising AND the subscriptions has them well positioned. But Disney/ABC, AMZN, Google/YouTube, Comcast/NBC, AAPL, Fox/Murdoch, CBS/SkyDance/Oracle, MSFT, Warner Brotgers/Discovery, and Meta/Facebook are formidable competitors for viewers.

NFLX also rents rather than owns a huge portion of their content.
 
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#18,880
#18,880
Thunder Good-Oil said:
Morningstar assigned a Fair Value of $750.

But they’ve been smashing the streaming competition. Advertising could keep them profitable for a long time. Having 2 major revenue streams with the advertising AND the subscriptions has them well positioned. But Disney/ABC, AMZN, Google/YouTube, Comcast/NBC, AAPL, Fox/Murdoch, CBS/SkyDance/Oracle, MSFT, Warner Brotgers/Discovery, and Meta/Facebook are formidable competitors for viewers.

NFLX also rents rather than owns a huge portion of their content.
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Do you think the current fall that seems to be the subscribers canceling due to their garbage programing aimed at grooming children will last? Do you think they'll recover?
 
#18,881
#18,881
InVOLuntary said:
Do you think the current fall that seems to be the subscribers canceling due to their garbage programing aimed at grooming children will last? Do you think they'll recover?
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They've been accused of that an infinite number of times at this point. I'm sure they'll be fine. I don't think the weakness in the stock the last couple of days has anything to do with that anyway. NFLX has been a laggard since July.
 
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#18,882
#18,882
05_never_again said:
They've been accused of that an infinite number of times at this point. I'm sure they'll be fine. I don't think the weakness in the stock the last couple of days has anything to do with that anyway. NFLX has been a laggard since July.
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It seems to have really fallen off the last few days since more.people are exposing them.
 
#18,883
#18,883
InVOLuntary said:
Do you think the current fall that seems to be the subscribers canceling due to their garbage programing aimed at grooming children will last? Do you think they'll recover?
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They are all pushing the woke programming. I think that adding the ad supported tier and cracking down on password sharing is a bigger deal.

The p/e is 50x and 45x forward, but how much more can they grow the bottom line and the $500 billion market cap? They might need some consolidation from all of that competition before they can experience significant growth in revenue, profits, and viewers. I’d keep an eye on the ESPN/NFL partnership and whether or not Amazon gets access to more games.
 
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#18,884
#18,884
InVOLuntary said:
It seems to have really fallen off the last few days since more.people are exposing them.
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There's been weakness in some of the Mag 7 and Mag 7-adjacent names the last couple days too (TSLA, META, PLTR, etc.). I wouldn't read too much into it. NFLX has had woke stuff in their library for a very long time.
 
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#18,885
#18,885
Thunder Good-Oil said:
They are all pushing the woke programming. I think that adding the ad supported tier and cracking down on password sharing is a bigger deal.

The p/e is 50x and 45x forward, but how much more can they grow the bottom line and the $500 billion market cap? They might need some consolidation from all of that competition before they can experience significant growth in revenue, profits, and viewers. I’d keep an eye on the ESPN/NFL partnership and whether or not Amazon gets access to more games.
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I'm leaning toward dumping it. I thought maybe they could recover some by riding the wave but they seem to be going the opposite way. I don't have a ton, a little over $30K but if I could put it somewhere else that would offer a better return. I'm looking at NNE, Meta, and Google. I don't own any of those. The NNE really intrigues me. I've also been looking at BSX and IBM.
 
#18,886
#18,886
InVOLuntary said:
I'm leaning toward dumping it. I thought maybe they could recover some by riding the wave but they seem to be going the opposite way. I don't have a ton, a little over $30K but if I could put it somewhere else that would offer a better return. I'm looking at NNE, Meta, and Google. I don't own any of those. The NNE really intrigues me. I've also been looking at BSX and IBM.
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NNE looks very risky to me. Plus they’re losing almost a dollar/share. But taking risks is what can generate huge returns.

I wouldn’t bet against GOOGL. They might be a little pricey for a short term trade, but longer term they’ll have a big presence in people’s lives. They’re still heavily dependent on ad sales. They’ve grown so big by being able to charge a premium on impressions because their ads are highly targeted to specific consumers. AI probably takes a bite out of their search dominance. But YouTube is a great asset that they own.

IBM has had a huge run, but they also lagged for a decade or longer in the 1980s with their mistakes. I think that they’re transforming into a great business and are in the right areas.

I’ve never been a fan of Meta, but they keep having a lot of success. They also have that targeted advertising.

I like AMZN because they are 2 major businesses. AWS makes most of their profits. Amazon dot com throws off a lot of capital for them to put to work either growing or getting into new ventures.

Boston Scientific is profitable and profits are expected to rise next fiscal year. Healthcare has great demographics, but also are going to be battling with the government over what they’ll pay for their stuff. Insurance companies won’t fight them as much since they get to raise their premiums anytime claims go up.

I do like the 11 Select Sector ETFs. XLV (Healthcare) is overdue for a solid bounce. They might be more exposed to Big Pharma relative to the rest of healthcare.

The 11 sector ETFs knock out a lot of risk that owning individual companies can’t. They basically represent the 500 S and P stocks.

Select Sector SPDR ETFs - Sector Spiders ETFs | SPDR S&P Stock

www.sectorspdrs.com www.sectorspdrs.com
 
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#18,887
#18,887
InVOLuntary said:
Netflix still on it's slide from the exposure of their woke, children's programming. I guess I'll ride it out for now. Should I cut it loose?
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FWIW, there is a spreading social media campaign to boycott. I think Musk joined in. I'm not talking politics, but I would anticipate the crowd following that lead.

You can't piss off half the population without feeling some pain.
 
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#18,888
#18,888
Has anyone else had luck playing the up and down game of crypto ETFs? I swear if I had an app to buy ETH or BTC ETHs when they drop a certain percentage then sell when they explode 20%, I could retire early.
 
#18,889
#18,889
kiddiedoc said:
Has anyone else had luck playing the up and down game of crypto ETFs? I swear if I had an app to buy ETH or BTC ETHs when they drop a certain percentage then sell when they explode 20%, I could retire early.
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I keep looking for cyclical bottoms and they haven’t been getting there. I guess they’re hitting higher lows instead of breaking down.

I’m probably been closest to buying MSTR which is a stock that is a Bitcoin proxy rather than an ETF.
====================
I haven’t spent a lot of time drilling down into crypto investment options.

Crypto currency:

COIN (CoinBase Global)(crypto exchange)

Genesis (private crypto currency company)

HOOD (Robinhood Markets)(electronic trading platform)

MSTR (MicroStrategy)(Bitcoin proxy)($112B)

CRCL (Circle Internet Group)(peer-to-peer payments)($40B)(232x, 301x forward)

ARKF, ARKW

XYZ (Block, Inc)(Jack Dorsey)

BMNR (BitMine Immersion Technologies)(ARK Funds bought 7/28/2025)(BitMine is the largest Ethereum treasury firm, which holds 625,000 ETH worth $2.35 billion. On July 29, it announced a $1 billion stock repurchase program.)

BLSH (Bullish)(ARK buyer)
~~~~~~~~~~
Etherem (ETH/USD)

ETH
ETHA
ETHE
ETHU (2x ETF)(Volatility Shares LLC)
FETH
~~~~~~~~~~
Bitcoin
MSTR (MicroStrategy)
BTC
BITX (2x ETF)(Volatility Shares LLC)
IBIT
~~~~~~~~~~
Ripple
XRP
XRPT (2x ETF)(Volatility Shares LLC)
XRPI (XRP ETF)(Volatility Shares LLC
 
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#18,890
#18,890
kiddiedoc said:
FWIW, there is a spreading social media campaign to boycott. I think Musk joined in. I'm not talking politics, but I would anticipate the crowd following that lead.

You can't piss off half the population without feeling some pain.
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Yeah, that's what I was referring to. They are hemorrhaging subscribers.
 
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