All things STOCKS

#18,753
#18,753
Jax_Vol said:
Unsure what Oracle had to said yesterday, but looks like the tech stocks are prepared to rock this morning.
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They raised cloud infrastructure guidance to a mind-blowing amount. Great news to put away the fears Sam Altman instilled about the dot com parallels.

Coupled with AVGOs reports last week, AI machine is printing green again.
 
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#18,759
#18,759
I’ve owned ORCL shares for a little over 3 years. Almost 40% of my total gain was at today’s open. This is a great example of why most traders don’t beat the averages. You never know when the +40% days will happen.
 
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#18,760
#18,760
Thunder Good-Oil said:
A half trillion dollar company explodes 40% at the open. That’s not something you see very often. If ever. I hope it holds.
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It is astonishing to me how a company that mature (I know it is a growth company but it isn't early stage) and large has the stock move by that much, in a single day, after a single quarterly earnings report. Just absolutely unbelievable. Very close to entering the $1 trillion club now.
 
#18,763
#18,763
05_never_again said:
It is astonishing to me how a company that mature (I know it is a growth company but it isn't early stage) and large has the stock move by that much, in a single day, after a single quarterly earnings report. Just absolutely unbelievable. Very close to entering the $1 trillion club now.
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They’re very well managed. High margin products. Industry dominating database software. Complementary acquisitions. Plus they benefit from a pro-capitalism government (for now) that supports them rather than tries to destroy them with anti-trust threats and attacks.
 
#18,764
#18,764
05_never_again said:
AAPL is a hangover after nothing mind-blowing happening during the presentation yesterday. Don't know why people thought there would be something revolutionary from that, but expectations are always super high.

No clue about AMZN though.
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Yeah, I thought their new phone would be the size of a pack of cigs except the thickness of a credit card.
 
#18,765
#18,765
05_never_again said:
AAPL is a hangover after nothing mind-blowing happening during the presentation yesterday. Don't know why people thought there would be something revolutionary from that, but expectations are always super high.

No clue about AMZN though.
Click to expand...

Buffett has been selling AAPL for several quarters but that can easily be explained as repositioning BRK’s portfolio. At one point their investment in AAPL represented half of their public holdings and a quarter of BRK’s total value.

AAPL is in a different universe from most of tech. iPhones are a huge piece of their business. It will take them a while to flush out the reconfiguration of their manufacturing infrastructure and supply channels. All while Buffett’s selling pressures the share price. But in their universe they are more of a consumer products provider rather than a traditional tech company. Their stuff just works better for most people. They also have a very loyal base. They also only have 20% +/- of the smart phone market share.

They’re overdue a world changing innovation, but how many of those can one company have? Personal computers until MSFT slapped IBM around and ended up with the desk top dominance after developing DOS for IBM while retaining the IP. Then the mouse and McIntosh. Then the iPod using Toshiba’s micro disk drive which morphed into the iPhone. Now they might simply be a long term, steady grower. Like Coca Cola was a hundred years ago.
 
#18,766
#18,766
Go aeiou said:
Yeah, I thought their new phone would be the size of a pack of cigs except the thickness of a credit card.
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Good ole Steve Jobs set that bar so so crazy high.

Tim Cook has been fantastic.

But, Tim may be one who somewhat didn't see the full tarriff impacts coming. And, it just seems to have just thrown them out of rhythm.

Not thrilled, because my mutual funds hold a boatload of the APPL.
 
#18,767
#18,767
Thunder Good-Oil said:
Buffett has been selling AAPL for several quarters but that can easily be explained as repositioning BRK’s portfolio. At one point their investment in AAPL represented half of their public holdings and a quarter of BRK’s total value.

AAPL is in a different universe from most of tech. iPhones are a huge piece of their business. It will take them a while to flush out the reconfiguration of their manufacturing infrastructure and supply channels. All while Buffett’s selling pressures the share price. But in their universe they are more of a consumer products provider rather than a traditional tech company. Their stuff just works better for most people. They also have a very loyal base. They also only have 20% +/- of the smart phone market share.

They’re overdue a world changing innovation, but how many of those can one company have? Personal computers until MSFT slapped IBM around and ended up with the desk top dominance after developing DOS for IBM while retaining the IP. Then the mouse and McIntosh. Then the iPod using Toshiba’s micro disk drive which morphed into the iPhone. Now they might simply be a long term, steady grower. Like Coca Cola was a hundred years ago.
Click to expand...
Didn't watch their show, and too old to understand Apple. However, I do use an older I-phone.

To ask a dumb question...not sure I really understand why having a super thin phone matters that much?
 
#18,768
#18,768
AMZN has the 2 major revenue streams that are each very good businesses. AWS was a brilliant way to leverage their core business. The consumer fulfillment side ended up being even better than Walmart. And e-commerce is nowhere close to peaking. They have quite a challenge to follow up with yet another business that can come close to those two. Drone deliveries? Autonomous vehicles? I doubt that they will come close to matching AWS or their retail operation.
 
#18,769
#18,769
Jax_Vol said:
Good ole Steve Jobs set that bar so so crazy high.

Tim Cook has been fantastic.

But, Tim may be one who somewhat didn't see the full tarriff impacts coming. And, it just seems to have just thrown them out of rhythm.

Not thrilled, because my mutual funds hold a boatload of the APPL.
Click to expand...

Jon Rubenstein was actually the engineer behind the iPod/iPhone revolution. The “Pod Father”.

en.m.wikipedia.org

Jon Rubinstein - Wikipedia

en.m.wikipedia.org en.m.wikipedia.org
 
#18,771
#18,771
Thunder Good-Oil said:
Buffett has been selling AAPL for several quarters but that can easily be explained as repositioning BRK’s portfolio. At one point their investment in AAPL represented half of their public holdings and a quarter of BRK’s total value.

AAPL is in a different universe from most of tech. iPhones are a huge piece of their business. It will take them a while to flush out the reconfiguration of their manufacturing infrastructure and supply channels. All while Buffett’s selling pressures the share price. But in their universe they are more of a consumer products provider rather than a traditional tech company. Their stuff just works better for most people. They also have a very loyal base. They also only have 20% +/- of the smart phone market share.

They’re overdue a world changing innovation, but how many of those can one company have? Personal computers until MSFT slapped IBM around and ended up with the desk top dominance after developing DOS for IBM while retaining the IP. Then the mouse and McIntosh. Then the iPod using Toshiba’s micro disk drive which morphed into the iPhone. Now they might simply be a long term, steady grower. Like Coca Cola was a hundred years ago.
Click to expand...
I think that's exactly what they are now, and likely why Buffett eventually came around to investing in them. For many years now they've been better described as a consumer products company whose products are pieces of technology, rather than a "tech company."
 
#18,773
#18,773
Welp, OPEN essentially doubled in price over 2 weeks. I took almost all my shares out at 10.20 and left a thousand in for ***** and giggles.

Next tailgate is on me, boys.

Side note: it's at 850M in volume for the day. When's the last time a stock hit 1b in a day?
 
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#18,774
#18,774
DinkinFlicka said:
Welp, OPEN essentially doubled in price over 2 weeks. I took almost all my shares out at 10.20 and left a thousand in for ***** and giggles.

Next tailgate is on me, boys.

Side note: it's at 850M in volume for the day. When's the last time a stock hit 1b in a day?
Click to expand...
Wooo whoooo!!!

Unreal.

Sadly, way too hipster for me to even imagine.
 
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