Stocks - r/Stocks Daily Discussion Monday - Dec 07, 2020 |
- r/Stocks Daily Discussion Monday - Dec 07, 2020
- $PLTR wins FDA Contract
- Greek Government and Palantir Reaffirm Digital Transformation Partnership
- Apple Preps Next Mac Chips With Aim to Outclass Top-End PCs
- Airbnb Priced To Be Largest "Accommodation" Company In The World
- Current Michael Burry Portfolio 2020 Update
- Which books have helped you the most to understand Stock trading?
- Can we really discuss the state of the Chinese stock delisting situation?
- Micron predicted it will report Q1 2021 sales of at least $5.7 billion (versus Wall Street's expectation of $5.25 billion) and earn "adjusted" profits of $0.69 to $0.73 per share on those sales -- versus a Street expectation of just ~$0.48.
- Whats up with AMZN and MSFT
- What are some of your favorite dividend stocks to invest in for passive income?
- Airbnb Boosts IPO Price Range to Between $56 and $60 a Share
- Palantir closes up 21% on report of $44 million FDA contract
- My grandmother bought me stocks nearly 20 years ago that I'm trying to find again. Can you guys help me find them?
- Leaked report: lithium is running out
- Funny story, I sold my Tesla stocks at 750 (pre split) thinking it was high. Last week I sold again at 540 thinking it was high. Can this even go down? Let's use this post as a discussion!
- Selling shares to buy real estate, rental property?
- PLTR market cap and shares outstanding
- The Case for Investing in Huya and DouYu
- Palantir wins FDA contract
- PLTR on fire and question
- Has anyone else been watching MTRX?
- am I making too much money?
- Who's buying Airbnb IPO (ABNB
- Thoughts on Blackberry?
| r/Stocks Daily Discussion Monday - Dec 07, 2020 Posted: 07 Dec 2020 12:09 AM PST These daily discussions run from Monday to Friday including during our themed posts. Some helpful links:
If you have a basic question, for example "what is EPS," then google "investopedia EPS" and click the investopedia article on it; do this for everything until you have a more in depth question or just want to share what you learned. Please discuss your portfolios in the Rate My Portfolio sticky.. See our past daily discussions here. Also links for: Technicals Tuesday, Options Trading Thursday, and Fundamentals Friday. [link] [comments]  |
| Posted: 07 Dec 2020 07:56 AM PST Palantir won a 3 year, $44M contract to help the FDA. This is great news for the company since it reaffirms their software capabilities in the healthcare sector. They currently work with Merck KGaA and I suspect more healthcare companies will become customers with Palantir over the next year or so. Palantir also announced a continued partnership with the Greek gov with regards to covid. [link] [comments]  |
| Greek Government and Palantir Reaffirm Digital Transformation Partnership Posted: 07 Dec 2020 06:47 AM PST As posted in /r/PalantirTech earlier. Alex Karp, the co-founder and CEO of Palantir Technologies (NYSE:PLTR), spoke via teleconference on December 3 with Greek Prime Minister Kyriakos Mitsotakis about Palantir's ever-expanding partnership with the government of Greece to support their COVID-19 response efforts. Dr. Karp and Prime Minister Mitsotakis were joined by Palantir Executive Josh Harris and Kyriakos Pierrakakis, Minister of Digital Governance of Greece, to explore new ways to keep Greece ahead of the curve with their public health response. Since the start of the pandemic, Palantir has worked with the Greek government to help enable data-driven decision-making in the context of the COVID-19 pandemic response. The government is leveraging Palantir's Foundry software platform on top of Amazon Web Services infrastructure to deliver COVID-19 response workflows to government officials responding to the pandemic. Of particular value has been the deployment of a crisis-control center dashboard for the Prime Minister, which displays a holistic overview of the state of the COVID-19 pandemic in Greece in real time. "Our partnership with the Greek government was borne out of necessity once the pandemic began," said Alex Karp, co-founder and CEO of Palantir Technologies. "We have readily played a key role in their COVID-19 response effort, which from our experience has been one of the best in the world, and we look forward to broadening this partnership for years to come." The Ministry of Digital Governance, leading Greece's rapid digital transformation, played a pivotal role in facilitating the partnership swiftly, enabling top decision makers to start generating actionable insights within a matter of days. As the pandemic continues to evolve, Palantir will deliver advanced integration and analytic capabilities to a range of government initiatives, to enable data-driven decision-making. About Palantir Palantir Technologies Inc. is a software company that builds enterprise data platforms for use by organizations with complex and sensitive data environments. From building safer cars and planes, to discovering new drugs and combating terrorism, Palantir helps customers across the public, private, and nonprofit sectors transform the way they use their data. Additional information is available at www.palantir.com. Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements may relate to, but are not limited to, Palantir's expectations regarding the partnership and the expected benefits of our software platforms. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements are based on information available at the time those statements are made and were based on current expectations as well as the beliefs and assumptions of management as of that time with respect to future events. These statements are subject to risks and uncertainties, many of which involve factors or circumstances that are beyond our control. These risks and uncertainties include our ability to meet the unique needs of our customer; the failure of our platforms to satisfy our customer or perform as desired; the frequency or severity of any software and implementation errors; our platforms' reliability; and our customer's ability to modify or terminate the partnership. Additional information regarding these and other risks and uncertainties is included in the filings we make with the Securities and Exchange Commission from time to time. Except as required by law, we do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments, or otherwise. [link] [comments]  |
| Apple Preps Next Mac Chips With Aim to Outclass Top-End PCs Posted: 07 Dec 2020 05:41 AM PST Chip engineers at the Cupertino, California-based technology giant are working on several successors to the M1 custom chip, Apple's first Mac main processor that debuted in November. If they live up to expectations, they will significantly outpace the performance of the latest machines running Intel chips, according to people familiar with the matter who asked not to be named because the plans aren't yet public. Intel's shares slid 1.7% in early trading in New York Monday after the news. Apple shares were little changed. The road map indicates Apple's confidence that it can differentiate its products on the strength of its own engineering and is taking decisive steps to design Intel components out of its devices. The next two lines of Apple chips are also planned to be more ambitious than some industry watchers expected for next year. The company said it expects to finish the transition away from Intel and to its own silicon in 2022. While Intel gets less than 10% of its revenue from furnishing Apple with Mac chips, the rest of its PC business is liable to face turbulence if the iPhone maker is able to deliver demonstrably better-performing computers. It could accelerate a shakeup in an industry that has long been dependent on Intel's pace of innovation. For Apple, the move sheds that dependency, deepens its distinction from the rest of the PC market and gives it a chance to add to its small, but growing share in PCs. [link] [comments]  |
| Airbnb Priced To Be Largest "Accommodation" Company In The World Posted: 07 Dec 2020 07:55 AM PST It was reported this weekend that Airbnb was increasing the initial price per share to $56 to $60 from $44 to $50. This hike would set Airbnb's valuation at $42 billion. For perspective, the biggest hotel companies by market cap publicly traded in the US are:
The company with no actual properties is on pace to flip the legacy hotel chains. Airbnb Stats:
Are you buying? [link] [comments]  |
| Current Michael Burry Portfolio 2020 Update Posted: 07 Dec 2020 06:28 AM PST Dr. Michael J. Burry is a well known investor and hedge fund manager of Scion Asset Management, LLC Holdings. He became famous when he was played by Christian Bale in the blockbuster movie 'The Big Short' based on the best selling book by author Michael Lewis. Dr. Burry's trade that made him a legend was when he used derivatives to bet on a real estate market crash in 2008 which made him and his investors a fortune. https://www.newtraderu.com/2020/12/03/current-michael-burry-portfolio-2020-update/ [link] [comments]  |
| Which books have helped you the most to understand Stock trading? Posted: 07 Dec 2020 05:55 AM PST Here is my list: - The Intelligent Investor - How to Make Money in Stocks: A Winning System in Good Times and Bad - One Up On Wall Street: How To Use What You Already Know To Make Money In The Market - A Random Walk down Wall Street: The Time-tested Strategy for Successful Investing [link] [comments]  |
| Can we really discuss the state of the Chinese stock delisting situation? Posted: 07 Dec 2020 06:59 AM PST Why does it feel like I'm getting gaslit with the Chinese delisting stuff? I feel like someone needs to address what's going on or I'm gonna go crazy. Take Nio for instance (since, lets be honest, that's who most of us care about): they have 3 years to comply with the US PCAOB audit or they get delisted, nice and simple. Can we all agree that Nio A) likely wants to comply with the audit, B) is likely happy to give the PCAOB all necessary access, and C) is likely to already be at least almost compliant with the audit internally? Those are all things I believe at least. I also believe in the company itself, I think the CEO is great, and all things aside they could be on track to being hugely successful worldwide. But why is nobody acknowledging or mentioning the chinese government's involvement in all of this? Why isn't anyone mentioning that the audit compliance hinges entirely on whether or not the Chinese government (ie, not NIO) decides to allow the PCAOB access to the company's data/info? And why is nobody discussing the fact that this would be extremely uncharacteristic for the Chinese government? There are already examples of them sacrificing absolutely staggering profits in international markets in the name of control and secrecy (see, Huawei in the US, who would without a doubt be a top telecom company in the US right now if not for the Chinese government). Can one person provide a response to this that isn't just "stop worrying, they will comply"? I'm not trying to sound like a lunatic about this, but it's just as a genuine fan and believer of Nio I find it extremely frustrating that every discussion I see about this is people covering their ears and saying "they will comply!". [link] [comments]  |
| Posted: 07 Dec 2020 01:46 AM PST Amid the pandemic, the demand for cloud-based storage systems has increased greatly. Micron has benefited because the servers needed for cloud storage require lots of memory chips that the company manufactures. "I'm pleased with how the market opportunities continue to shape up," CEO Sanjay Mehrotra said during the virtual technology conference sponsored by investment banking company Credit Suisse. "And I think during calendar year '21, as the global economies get past the pandemic, and as global economies grow, the need for more memory and storage will continue to broaden as well." Micron's stock reached its all-time high of $96.56 on July 14, 2000. In 2018, the stock price hit $61.35 before leveling off. [link] [comments]  |
| Posted: 07 Dec 2020 07:58 AM PST Most of the tech stocks seem to rise steadily but for AMZN and MSFT. These companies had good EPS. GOOGL being in the same league seems to be rising. Any idea whats the sentiment for AMZN(as a company) and MSFT as I cannot find any red flags? [link] [comments]  |
| What are some of your favorite dividend stocks to invest in for passive income? Posted: 07 Dec 2020 10:11 AM PST When I first started investing I knew nothing, lost a lot of money, and was ignorant, never even bothered to research anything. I've changed my investment strategy from back then random pickings of things that I think will do well and started focusing more on retirement and passive income, no more looking to make a quick buck but rather focus on my future. Just wanted to hear from people who also use their dividends as passive income and what they invest in. [link] [comments]  |
| Airbnb Boosts IPO Price Range to Between $56 and $60 a Share Posted: 06 Dec 2020 06:14 PM PST Airbnb Inc. plans to boost the proposed price range of its initial public offering, the latest sign that the red-hot IPO market is ending the year on a high note. Airbnb is boosting the range to between $56 and $60 a share, from $44 to $50, people familiar with the matter said. The new range would give the home-rental company a valuation of as much as $42 billion on a fully diluted basis and including proceeds from the offering. DoorDash Inc., the food-delivery company that is expected to debut Wednesday, the day before Airbnb, plans to price its shares at the high end of or above its range of $90 to $95 a share—already raised from between $75 and $85, people familiar with the offering said. That would give the San Francisco company, the largest among its peers, a valuation of as much as $36 billion or more, on a fully diluted basis and including proceeds from the offering. Taken together, the developments are the latest sign that the market for new issues, already at a record in terms of money raised in the U.S., is set for a climactic ending to the year. The market has been buoyed by soaring stocks, including those that have recently made their own debuts. So far this year, more than $140 billion has been raised in initial public offerings on U.S. exchanges, far exceeding the previous full-year record high set at the height of the dot-com boom in 1999, according to Dealogic data that dates back to 1995. Valuations of both Airbnb and DoorDash have been boosted after roughly a week of investor meetings known as roadshows. December is typically a quiet time in the IPO market. This year there will instead be a flurry of offerings. In addition to Airbnb and DoorDash, videogame company Roblox Corp. and the parent of online retailer Wish, ContextLogic Inc., are expected to debut before the year is through. For companies now, including Airbnb and DoorDash, roadshows have been conducted differently than they would have in the pre-Covid-19 world. Executives have been marketing their offerings to mutual funds and hedge funds in Zoom meetings rather than in the typical whirlwind tour across the country. Both Airbnb and DoorDash and their respective underwriters will set their final IPO prices in the coming days. Morgan Stanley and Goldman Sachs Group Inc. are leading Airbnb's IPO, while Goldman and JPMorgan Chase & Co. are leading DoorDash's. [link] [comments]  |
| Palantir closes up 21% on report of $44 million FDA contract Posted: 07 Dec 2020 01:06 PM PST Shares of Palantir closed up more than 21% Monday after Bloomberg reported that the company won a three-year contract with the U.S. Food and Drug Administration. The deal is worth $44.4 million and will focus on powering drug reviews and inspections, according to the report. Co-founded in 2003 by tech investors Peter Thiel and Joe Lonsdale, CEO Alex Karp and others, Palantir provides data analytics software and services to government agencies and large companies. But its government work makes up more than half of its revenue, bringing in $163 million in its latest quarter. The company said in November recent contracts it received during the third quarter include a $91 million deal with the U.S. Army, a $36 million contract with the National Institutes of Health $36 million and a $300 million renewal with an aerospace customer. Palantir stock has surged nearly 200% since it went public Sept. 30. [link] [comments]  |
| Posted: 07 Dec 2020 08:04 AM PST When I was about 10, my grandmother bought me stocks in some technology company. My mother and I remember it as two different companies so I'm unsure of what they're actually in. My mother thought it was done through UBS but they don't have an account associated with my ssn. Is there some other way I can look up what stocks are associated with my ssn? I can't seem to find a site that seems trustworthy to do that. I've seen some people in the past getting some help from this sub but I apologize if this was not the place to ask this sort of question. [link] [comments]  |
| Leaked report: lithium is running out Posted: 07 Dec 2020 06:36 AM PST This story shares data from UBS' internal report on raw battery materials for its institutional clients: [link] [comments]  |
| Posted: 07 Dec 2020 08:46 AM PST Like the title says, I bought Tesla around 520 pre split. Then it boosted to 750 and I sold it, of course it's profit but seeing it rally to 2000 was kinda sad. Then I bought Tesla again after the split crash. I bought around 330 and sold at 540. Is the same going to happen again? Haha [link] [comments]  |
| Selling shares to buy real estate, rental property? Posted: 07 Dec 2020 12:29 AM PST I'm looking forward to be in real estate investments in the future but I don't have the capital for it. I can't see myself being in debt while paying interest rates just to start in real estate. As of now, I can only afford to start investing through stocks. My plan is to invest in long-term like 15 years and sell some of my position to pay full cash to a rental property. I know I'll have to pay taxes on that amount taken out, but I'll be preparing enough savings to cover that. Any tips, or reasons I should no go this direction? [link] [comments]  |
| PLTR market cap and shares outstanding Posted: 07 Dec 2020 08:36 AM PST I'm bullish in pltr as a company and have a decent sized position, but am wondering about the outstanding shares amount. Currently they have a market cap of approx 50b. That means they would have issued close to 2 billion shares. More like 1.7bish. This seems to be multitudes more than most companies offer in this stage. Does anyone know why they offered so many shares or have a guess? And know the implications it will have for the large market cap trading at a low $ amount? Does it have anything to do with direct listing? I could just be interpreting something wrong. Thanks. [link] [comments]  |
| The Case for Investing in Huya and DouYu Posted: 07 Dec 2020 08:54 AM PST These are two companies I'm really interested in. I've seen a lot of comments about them and other Chinese companies and I wanted to address the possibility of delisting and tell you why I'm still holding shares. As always, do your own DD and feel free to ask any questions! TLDR
IntroHuya and DouYu are game streaming giants in China, set to merge in the first half of next year effectively giving them a monopoly in China and Southeast Asia. Individually, the two companies have shown more than impressive growth in recent years. Huya has drastically increased its revenue by an average of 119% per year over the past three years (yes, on average their revenue has more than doubled every year for the past 3 years). They became profitable last year and currently sit at 7.6% profit margin. Douyu had similarly incredible revenue growth 110% per year over the same period, also became profitable last year, and sitting at a 8.8% profit margin. After the merger, the Chinese tech giant Tencent will own 68% of the combined entity. But will they be delisted, and does it matter?First, I want to address the recent news that Chinese companies will have to delist from US exchanges unless they give the US regulated accountants (PCAOB) access to their audited accounts. I don't want to talk about the politics and the general implications, only how it affects DouYu and Huya specifically. Importantly, as of early next year, the two companies are going to merge under the name Huya. This means DouYu will be delisted, regardless of US regulations. If you own DouYu shares at that time, they will be exchanged for Huya shares at a rate of 1 DouYu American depositary shares (ADS) for 0.73 Huya shares (which is very generous at their current prices). The merged company will be 68% owned by Tencent. Tencent are traded on the Hong Kong stock exchange and over the counter in the US. Tencent have already increased their share of Huya this year. They purchased shares at $27 per share (Huya is currently trading at $19). It has been suggested that Tencent may buy the remaining 32% of Huya after the merger for as high as $40 per share. If they go through with that, Huya will be delisted and if you own shares you will likely receive a fairly generous payment from Tencent. This rumour is supported by Tencent's refusal to publish synergy numbers. Synergy basically means how much more the merged companies will be worth compared to the two individual companies. Tencent might not publish that data because it will likely drive up the share prices which could force them into a more expensive acquisition. TencentTencent are a massive conglomerate whose operating income is larger than Amazon's ($18.2B vs $14.5B). They're a business powerhouse who have invested in no fewer than 185 companies now worth more than $1B each, just since 2000. They're also huge in the gaming industry with full or significant ownership of multiple gaming companies. Their ventures include (but are not limited to):
The value of the Huya-DouYu mergerThe merger between Huya and DouYu combines two of the world's largest game streaming platforms, essentially forming a monopoly in China and Southeast Asia. Combined, they are expected to have well over 300M MAU and own 80% of the eSports market in China. There is a lot of potential to grow their business and integrate them with the rest of Tencent's vast ecosystem.
The current CEOs of the individual companies will become joint CEOs of the combined entity. Any cultural or strategic clashes could be a risk factor. Comparing Huya and DouYu with some of their competitors:
[link] [comments]  |
| Posted: 07 Dec 2020 12:27 PM PST Some nice gains today! It'll be good to see the potential on this one. [link] [comments]  |
| Posted: 07 Dec 2020 11:11 AM PST Hello, Palantir is flying right now with about a 14 percent increase today!! Because their new 44 million dollar contract, What's your guys opinion on selling, holding, or buying? And are you guys shorting this stock or holding for a long time? [link] [comments]  |
| Has anyone else been watching MTRX? Posted: 07 Dec 2020 06:57 AM PST Loop Insights (MTRX) has been signing several deals with the NCAA and Telus and just announced they are intending to be uplisted to major North American stock exchanges including the NASDAQ and TSX. The stock has rocketed over 300% in the last month, and based on their business model and looking to expand further into the AI data tract, I'm curious what others think? Is this just the beginning? Long or short term hold? [link] [comments]  |
| Posted: 07 Dec 2020 12:43 PM PST Hi I'm a beginner trader and I've been wondering why people say that the average gain in the market per year is like 9% I've been trading for about 3 months now and my gain is about 25% is that normal or am I making some right moves? What has been your average 3 month gain? Am I moving too fast? And am I getting the wrong impression about the market because I entered it at a time when markets are moving weird? [link] [comments]  |
| Posted: 07 Dec 2020 09:16 AM PST With the process of vaccination, hopefully next year things will start to pick up again I'm thinking of buying some ABNB ipo and I'm sure it will do well in couple of years What are you guys planning to do? [link] [comments]  |
| Posted: 06 Dec 2020 07:45 PM PST Never really thought I'd hear about this company again after so long. Spiked from $6 to almost $10 after the announcement of a partnership with AWS (Amazon Web Services) to develop and market BB's cloud-connected vehicle platform. On Friday, shares closed at $8.52. There's so little information out there so I have no idea what this deal is worth and what it means in the long run. Anyone here have better insight? Is this anything close to a good buy? Or is it just another meme stock? [link] [comments]  |
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