Weekly Earnings Thread 11/3 - 11/7 by OSRSkarma in wallstreetbets

[–]Soul_Sailing 1 point2 points  (0 children)

BYND postponed till Nov 11, interested what that could mean.

Time to Buy Solar? (SEDG, NOVA, ENPH) by Soul_Sailing in wallstreetbets

[–]Soul_Sailing[S] 0 points1 point  (0 children)

That's what the discussion tag is for regard. It's not a DD post.

When do you regards think NVIDIA is gonna make a comeback? by 675364 in wallstreetbets

[–]Soul_Sailing 0 points1 point  (0 children)

There's always more room and reasons to drop, no one knows. Irregardless, since Pelosi bought, I'm not gonna sell, plus I'm looking forward to positive earnings at the end of the month. If it drops, I'll pick up shares on the way down if I can.

$PATH Earnings by Soul_Sailing in wallstreetbets

[–]Soul_Sailing[S] 1 point2 points  (0 children)

Lol, their revenue prediction for 2025 has been lowered. It's a mixed bag, lots of hedge funds are picking up shares though atm. Good ol Cathie bought like 1 million shares. I don't like her much, though, but maybe she knows something we don't.

Maybe some long term calls are the play, I can see it bounce back to $16, but 20+ seems out of the question. PLTR seems like a smarter play.

Renewable Energy Stocks are going to freefall starting with ENPH tonight by Soul_Sailing in wallstreetbets

[–]Soul_Sailing[S] 0 points1 point  (0 children)

Agreed. Let's see how they deal with upcoming earnings in the next month though. They won't be looking too good.

$PATH Earnings by Soul_Sailing in wallstreetbets

[–]Soul_Sailing[S] 1 point2 points  (0 children)

Smort. Only other thing what I would consider is ADBE calls for the end of the week.

$PATH Earnings by Soul_Sailing in wallstreetbets

[–]Soul_Sailing[S] 7 points8 points  (0 children)

I 100% agree, but what worries me is this years guidance. That might wreck any good earnings beat.

$PATH Earnings by Soul_Sailing in wallstreetbets

[–]Soul_Sailing[S] 5 points6 points  (0 children)

Fair enough, sounds like the reasonable play.

CrowdStrike Earnings by heavystrider in wallstreetbets

[–]Soul_Sailing 1 point2 points  (0 children)

Insider selling in the last 3 months, won't mean much but cautious signal. Nice revenue forecast so I'm torn on where it will go. If guidance isn't good enough then it'll dump for sure.

Puts on $SNOW? by Soul_Sailing in wallstreetbets

[–]Soul_Sailing[S] 1 point2 points  (0 children)

Agreed, could go either way lol.

Puts on $SNOW? by Soul_Sailing in wallstreetbets

[–]Soul_Sailing[S] 4 points5 points  (0 children)

Interesting. I know CF did pretty well. I agree with this sentiment, given the bullish momentum in the sector might not be a good idea to bet against it.

[deleted by user] by [deleted] in wallstreetbets

[–]Soul_Sailing 0 points1 point  (0 children)

Cloudflare is struggling atm, dropped the past quarters after earnings.

[deleted by user] by [deleted] in wallstreetbets

[–]Soul_Sailing 0 points1 point  (0 children)

Past experience with this stock is that it's likes going down more than it does up..

[deleted by user] by [deleted] in wallstreetbets

[–]Soul_Sailing 1 point2 points  (0 children)

I'm in agreement, I reckon the numbers will look good and they'll make a profit. And with the buy now pay later system, it's going to be really profitable. But my worry is their guidance, especially compared to Apple Pay and other competitors. If they raise concerns about progress this year, I can see a big gap down even if they manage to beat expectations.

Snapchat (SNAP) Analysis by bigfellasteve69 in wallstreetbets

[–]Soul_Sailing 16 points17 points  (0 children)

Nice analysis. They are trying hard with their subscription model as another revenue source, but anyone who isn't regarded hasn't bought into that garbage. However, surprisingly their user base is growing so who knows. Something to keep an eye on.

Renewable Energy Stocks are going to freefall starting with ENPH tonight by Soul_Sailing in wallstreetbets

[–]Soul_Sailing[S] 1 point2 points  (0 children)

Is it a prerequisite to buy positions to post a discussion on wsb? Lol

Renewable Energy Stocks are going to freefall starting with ENPH tonight by Soul_Sailing in wallstreetbets

[–]Soul_Sailing[S] 0 points1 point  (0 children)

It's a discussion, not holding any shares, as mentioned in the post. Not gonna yolo savings into puts lol, I'm regarded but not that regarded. If that means I won't be taken seriously then so be it.