All things STOCKS

#20,476
#20,476
kiddiedoc said:
I like the sound of that.

In other news, with the Azure rollout, I have to think that MSFT has been a sleeping giant. I picked up some shares today with my NBIS profits.
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It's going to be all about guidance and backlog conversion.

I love playing this thing on weekly options, but I'm breaking my YTD rule on holding into an earnings week. I'm either buying a Jeep this week or selling a kidney 🤣
 
#20,477
#20,477
DinkinFlicka said:
It's going to be all about guidance and backlog conversion.

I love playing this thing on weekly options, but I'm breaking my YTD rule on holding into an earnings week. I'm either buying a Jeep this week or selling a kidney 🤣
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Funny: I told my wife that my play money account is my "boat fund."

We already don't currently own a boat, so whatever. But if I can keep hitting these bounces, maybe one will appear one day.
 
#20,478
#20,478
kiddiedoc said:
I like the sound of that.

In other news, with the Azure rollout, I have to think that MSFT has been a sleeping giant. I picked up some shares today with my NBIS profits.
Click to expand...
Going purely off memory, I think around this time last year MSFT basically ran up from $400 range to over $500. I remember because that one was my play of the year.

Purely luck and fortunate timing. Only sold it because we needed the $ for another project.

I think it repeats the pattern over the next six weeks. We shall see..
 
#20,479
#20,479
kiddiedoc said:
I like the sound of that.

In other news, with the Azure rollout, I have to think that MSFT has been a sleeping giant. I picked up some shares today with my NBIS profits.
Click to expand...
I’ve been selling puts on MSFT for the past 3 weeks hoping to pick up some at a slight discount but it’s not dropped enough to hit my strike point. Plan to keep trying.
 
#20,480
#20,480
Jax_Vol said:
Lots of distractions right now.

But things are going up up up....

Why is that happening exactly? Beats the heck out of me
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The market finally made up its mind that oil isn't going to spike to $150-200 and oil around $100 for a longer period of time isn't really a big deal, so it stopped worrying about Hormuz and turned its attention to earnings season, which has been really good. Especially for the tech companies that make up the biggest percentage of the indexes.
 
#20,483
#20,483
That’s kind of shady for analysts to miss earnings by so much. ONDS is only a $4B market cap.

—————
08:21 AM EDT, 05/14/2026 (MT Newswires) -- Ondas (ONDS) reported Q1 net income Thursday of $361.3 million, swinging from a loss of $14.1 million a year earlier.

Analysts surveyed by FactSet expected a loss of $24.1 million.

Revenue for the quarter ended March 31 was $50.1 million, compared with $4.2 million a year earlier.

Analysts polled by FactSet expected $39.4 million.

Ondas raised its fiscal 2026 revenue guidance to at least $390 million. That compares with its prior outlook of $375 million. Analysts polled by FactSet expect $379.1 million.

The company's shares were up 13% in recent Thursday premarket activity.
 
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#20,485
#20,485
kiddiedoc said:
Funny: I told my wife that my play money account is my "boat fund."

We already don't currently own a boat, so whatever. But if I can keep hitting these bounces, maybe one will appear one day.
Click to expand...
Hopefully it’ll work out for you. We’ve taken some gains over the years and did or bought some nice things.
 
#20,486
#20,486
Thunder Good-Oil said:
That’s kind of shady for analysts to miss earnings by so much. ONDS is only a $4B market cap.

—————
08:21 AM EDT, 05/14/2026 (MT Newswires) -- Ondas (ONDS) reported Q1 net income Thursday of $361.3 million, swinging from a loss of $14.1 million a year earlier.

Analysts surveyed by FactSet expected a loss of $24.1 million.

Revenue for the quarter ended March 31 was $50.1 million, compared with $4.2 million a year earlier.

Analysts polled by FactSet expected $39.4 million.

Ondas raised its fiscal 2026 revenue guidance to at least $390 million. That compares with its prior outlook of $375 million. Analysts polled by FactSet expect $379.1 million.

The company's shares were up 13% in recent Thursday premarket activity.
Click to expand...

It's hard to predict a company that dilutes and acquires as often as they do, to be fair.
 
#20,487
#20,487
DinkinFlicka said:
It's hard to predict a company that dilutes and acquires as often as they do, to be fair.
Click to expand...

Still, that’s a shady release when the analysts are that far off base. A $350M profit on $50M of revenue? Did they unload assets and book a huge capital gain? Did they recapture previous taxes as prepaid tax expense? Are there typos in the news release?
 
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#20,489
#20,489
Thunder Good-Oil said:
Still, that’s a shady release when the analysts are that far off base. A $350M profit on $50M of revenue? Did they unload assets and book a huge capital gain? Did they recapture previous taxes as prepaid tax expense? Are there typos in the news release?
Click to expand...

You're more learned on this stuff than I am. How do backlogs factor in?
 
#20,491
#20,491
DinkinFlicka said:
It's going to be all about guidance and backlog conversion.

I love playing this thing on weekly options, but I'm breaking my YTD rule on holding into an earnings week. I'm either buying a Jeep this week or selling a kidney 🤣
Click to expand...
You might be better off selling a kidney than buying a Jeep. I have heard snd tead nothing but bad things about Jeeps.
 
#20,495
#20,495
Jax_Vol said:
How many years do you have remaining on your life expectancy chart?
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20-25 years, my wife longer. I was thinking funds not individual stocks at my age. Unless there are some things too good to pass up as a small percentage. I need to be pretty conservative. I’d appreciate help from you guys.
 
#20,496
#20,496
Orange. said:
20-25 years, my wife longer. I was thinking funds not individual stocks at my age. Unless there are some things too good to pass up as a small percentage. I need to be pretty conservative. I’d appreciate help from you guys.
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Right! Do you have the cash in a specific mutual fund company already?

Everyone offers a 500 index.

Some in aggressive growth. I'm still old school enough to like USA tech.

If you can get Fidelity, they offer a specialty fund that is fully invested in semiconductors. With AI spooling up, the hardware is the name of the game. $1,000 minimum...sample a little FSELX. It is a rollercoaster ride to heaven.
 
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#20,497
#20,497
Would you just buy and forget it or wade in at the same size every month until all in? I don’t consider myself competent to time the market. I’m not “in the loop.”
 
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#20,499
#20,499
Jax_Vol said:
Right! Do you have the cash in a specific mutual fund company already?

Everyone offers a 500 index.

Some in aggressive growth. I'm still old school enough to like USA tech.

If you can get Fidelity, they offer a specialty fund that is fully invested in semiconductors. With AI spooling up, the hardware is the name of the game. $1,000 minimum...sample a little FSELX. It is a rollercoaster ride to heaven.
Click to expand...
No fractional shares?
Vanguard has ETFs which can be bought with$1.00. VOO(S&P 500), VUG (growth), MGK (mega cap growth)
 
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