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Stock Discussions 2024


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  On 8/26/2024 at 6:48 PM, csrcsr said:

Smci broadcomm kodiga padayi evaru aina gelukutunara??

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Both are good buys. But last earnings from SMCI showed their margins have decreased that let the stock to come down. But their earnings are still good. Long term good buys.

Everything depends on the results of NVDA. Not the results itself, but the margins. 

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  On 8/27/2024 at 12:03 AM, Konebhar6 said:

Both are good buys. But last earnings from SMCI showed their margins have decreased that let the stock to come down. But their earnings are still good. Long term good buys.

Everything depends on the results of NVDA. Not the results itself, but the margins. 

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Yaa margins are low but chala taggindi smci but problem is most of them are on nvidea emina tehda kodthe chala pothayi 

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  On 8/27/2024 at 12:14 AM, csrcsr said:

Yaa margins are low but chala taggindi smci but problem is most of them are on nvidea emina tehda kodthe chala pothayi 

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Better to buy SMH etf in current situation. Take small positions in SMCI, Dell, AVGO and NVDA.

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  On 8/27/2024 at 3:00 AM, Konebhar6 said:

Better to buy SMH etf in current situation. Take small positions in SMCI, Dell, AVGO and NVDA.

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Smh qqq unayi anna but beast nvidea lo max petaru that will drive everything until Thurs day , 

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  On 8/26/2024 at 6:43 PM, csrcsr said:

Sofi tho patu upstart emina analyze chesava bro?

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Don't like to own upstart. Not enough safety margin in that business.

Sofi can do personal loans, personal and investment banking,  Mortgage loans, IPO underwriting, student loans and fintech.

They can shift from on one area to another depending on the situation.

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repu mamulga undadu after market entha mandini lepthundo entha mandini munchutundo NVIDEA 

some people kept 10k 20k upto 50k options 

the problem is it will take other stocks along with it AMD , SMCI , TSM , ASML , AVGO (broadcomm) 

 

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  On 8/27/2024 at 3:49 PM, csrcsr said:

repu mamulga undadu after market entha mandini lepthundo entha mandini munchutundo NVIDEA 

some people kept 10k 20k upto 50k options 

the problem is it will take other stocks along with it AMD , SMCI , TSM , ASML , AVGO (broadcomm) 

 

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300b swing anta anna.. all eyes on nvda 

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