ACB and TGOD have been great for me....GLH not so much

any others you guys are looking at?

Does that include Samsung? I believe they are the other foundry that is on 7nm. Even Global Foundries dropped out of the nm race and is focusing on ~25nm chips. IMO even though phone sales are dropping like a rock, there will still be demand for the fabs even if it's not the newest process.

I used to own TSM too :) They are a great company for the long position.

TSM is currently the only option for 7nm as it entered the mass production phase.

Samsung started doing 7nm risk production in last oct and should enter mass production Q2/3 2019.

However, TSM is reaching full scale 7nm production and starting risk production of 5nm early 2020.

In simpler term, TSM and Samsung are the 2 cutting edge foundries now on earth. (Global Foundry dropped out of 7nm and might stop all future cutting edge works entirely as it finds cost issues to keep up with the trend). Nonetheless, TSM is one full cycle ahead (at least one full Q) of Samsung, which makes Samsung or any other foundry for that matter stealing cutting edge customers (Apple, Qualcomm, nVidia, AMD... etc) difficult other than concerns like price, strategic... etc

bought TRUL around 19.18 went bit up when i bought it now its dropped to 16 :(

Yea GLH been shitttttt ��

Playing the Nike earnings release today.

Lucked out with the April Monthly Calls. I was not expecting much move. 68% gain today is before the release :chairdance:

I had my eye for Nike for this earnings release is because mostly of the Jordan 11 concord sales. They just mass produced that like crazy and everyone doubled up on their pairs.

Hopefully they won't say anything negative like addidas with regarding limited manufacturing. I had my eye on addyy as well (since they have been mass producing Yeezys).

TBH, even though I work in the tech industry, nope.

If ever I check out a tech industry group, it's because there is hype e.g. Aapl up until the iphone 4s release, nvda for the past 2 years because of the mining demands etc.

Hope you sold...this one looks like it hurt.

Broke even, only sold my cost and let the rest run. Sucks that North America sales didn't meet expectation even though overall numbers were higher than expected.

Anyone buy lyft today?

-thinking of buying LYFT next week. Revenues doubled to 2.2 billion US last year.

I think there is an untapped market for ride sharing outside of US cities.
:considered:

https://ca.finance.yahoo.com/news/ly...193614872.html

Does anyone think that Disney is a good buy after DIS announced its streaming service?

The stock jumped up over 13 bucks last Friday. It's trading at over 132 US now.

:considered:

I really like DIS, I owned them before as well. They have a lot of assets and rights. The company is managed well. They recently made an acquisition of 21st Century Fox last year which made the Simpson's exclusive to their content network.

Quite honestly, I wouldn't touch Lyft or Uber with a 10ft pole. But that's just me. I'm overall a more conservative investor.

My reasoning is simple, there is NO barrier of entry to that market. Heck, if a nice GUI is not required, I could probably write a crappy program that has 80% (if not more) of Uber app's capabilities within a few month BY MYSELF. And neither Lyft nor Uber really have a viable business model. Yes, not only have they never made a dollar. They simply don't have the plan for one. Not only that, they don't have anything else on the horizon that would push them forward.

Uber is looking into self-driving, but it's so far behind (from a tech perspective) that I'm not quite sure it can catch up. Lyft had what? e-scooters?! :fuckthatshit:

If one'd bet on the ride-sharing economy, why not invest in TSLA? Musk has already spoken about what they plan to do once full self-driving is ready and that is a much more viable option. Heck, I foresee investors buying fleets of Teslas just to make money using that method. And I'm sure TSLA is going to launch its own ride-sharing app instead of giving 30% cut to Uber/Lyft or whoever.

Or even GOOG is great considering its Waymo probably has the most advanced self-driving setup in business. And I'm sure it's going to license to pretty much all car manufacturers.

Anybody playing with UBER today? .... I'm not touching it.

Damn ... if only I knew about Westjet on Friday before closing.

Disney is the world leader in licensing their assets, and as they acquire more and more, their profits are going to continue going up.

The billions they spent on the star wars franchise was made back within 2 years thanks to the sheer number of products that they sold thanks to a new generation of star wars fans. There will always be a demand for Disney's assets.

Me too lol!

They have laws to protect exactly against that sorta thing.

i read the article first thing in the morning, should have put a buy in at market, should have atleast made some decent gains

Well, it opened just over 30 and hasn't broken $30 since.

ah did it? honestly never looked

question then, closes at $16 or what ever it was, news breaks, how does it open at a different price than it closed at?

isn't the whole idea that demand for the stock drives the price? ie trading?

Right, so all people who have orders less than $30 get their orders immediately filled or taken off market until the next block of prices are $30.

You got the right idea, but don't forget its people who set the prices in trading.

Thoughts on $TSLA? Bit of a downward spiral to say the least. I've been holding since 2016 so no imaginary losses yet but its getting pretty close.

I'm thinking about getting back in. I've had it before and took profit when it hit 300+.

I'm not seeing many problems except the demand on its highly profitable models (S and X). They have no problem raising funds, its techs and position are still lightyear (relatively in the industry) ahead of competition.

With things like autopilot, superchargers.. etc. It's easily 3-5years before any other manufacturer catches up ASSUMING Tesla just stay still.

And the fact that every major media is shittalking its stock makes me wanna bet against the naysayers because I'm not seeing problems of whatever they are trying to say.

Is there anything I'm not seeing?

Disclosure: have plans on taking about 40k worth in the long position, assuming I sell my TSMC, 12k if I don't sell TSMC.