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Shih-Min Lee
Shih-Min Lee
452503
Followers: 3
Posts: 553
Replies: 228
SaaS
Nasdaq
Forex
Not Jarome Powell
Not Jarome Powell
213
Followers:
Posts: 66
Replies: 23
Tech
Chandler Bing
Chandler Bing
187
Followers: 10
Posts: 46
Replies: 15
SPY
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Apple Inc
Apple Inc
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Sector: Technology
Employees: 147,000
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Latest stock ideas from traders:
Tesla
By: ssmlee04 Community Lead :)   💬 553   
   Jan 25, 2023

$tsla. Price action tomorrow will be very interesting to observe.

https://i.imgur.com/b9iDvQb.jpg


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Microsoft
By: ssmlee04 Community Lead :)   💬 553   
   Jan 24, 2023

$msft ER result. Azure revenue growth is 31% yoy but 37% in constant currency basis. This is not too shabby if you ask me.

https://i.imgur.com/VxSg1aq.jpg


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Netflix
By: ssmlee04 Community Lead :)   💬 553   
   Jan 22, 2023

Netflix. The fact that they can reaccelerate in revenue and gain subscribers during a recession is telling me this is a company that can continue to do well in streaming space and print money in the foreseeable future.

Price action is up 100% since mid 2022 dip is also suggesting they might continue to do well.

https://www.reddit.com/r/StockMarket/comments/10i28qu

$nflx


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wmt
By: barbapapa lazy guy   💬 37   
   Jan 20, 2023

I had to shop there every week. I am able to find what I need there and it's not like you have many other places to buy groceries. $wmt


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Airbnb
By: bahnhopf Ich bin gut   💬 66   
   Jan 18, 2023

Airbnb has been a great success story over the last few years and has been an amazing success during the pandemic as well. The fact that you can run Airbnb and get half+ occupancy during Covid is pretty impressive. The stock price dropped a lot in 2022 so this might be a good place to start buying. $abnb


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You might want to avoid investing in those companies at all costs
By: ssmlee04 Community Lead :)   💬 553   
   Jan 01, 2023

We know mobile apps are becoming increasingly popular, which means more focus are put on ASO, as opposed to traditional SEO where desktop browsers plus Google Search are the only way that you can market and sell your stuff. Also, with openAI it is possible that Google search ($goog) will be replaced with something else, making investing in $semr or $smwb a less viable option and one that should be avoided at all costs. :(


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Tesla
By: ssmlee04 Community Lead :)   💬 553   
   Dec 29, 2022

Tesla current quarter EPS estimate is 1.27. 1.27*4=5.08. Yesterday it was trading at 105 premarket which means you're looking at around PE of 105/5.08=20.66 for the leading player in the EV space in the next 10 years. This is peak insanity in the market thanks to the Fed. $tsla


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brmk stock
By: catweazle lazy guy   💬 2   
   Dec 24, 2022

$BRMK This stock has been taken to the woodshed. It's down almost 60% YTD, and even as other mortgage REITS like $AGNC or $NLY have been making up ground (see here) $BRMK kept falling. One obvious reason for the recent underperformance is the departure of the CFO in October, who was followed three weeks later by the CEO.

But now, after 7 (!) consecutive down weeks, $BRMK managed to stay in the green during the week that just ended. The $SPY, on the other hand, is now down 3 weeks in a row during a time of the year that's normally good for a little holiday cheer. So, absent any surprises, I could see bears taking a break next week and that could be a good backdrop for $BRMK to continue to outperform. So,I am long for a swing.


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Google's management has reportedly issued a 'code red' amid the rising popularity of the ChatGPT AI
By: bahnhopf Ich bin gut   💬 66   
   Dec 23, 2022

https://www.businessinsider.com/google-management-issues-code-red-over-chatgpt-report-2022-12

$goog


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$BLZE -- love the service, not sure about the stock
By: catweazle lazy guy   💬 2   
   Dec 22, 2022

I've been using Backblaze's B2 service (which is basically a drop-in replacement of AWS S3) for a month. And I love it. It costs me about 25¢ per month (yes, cents, not dollars) to back up a 100GB home directory, and maintain multiple snapshots for different points in time. The dedication to customer support by the Backblaze team is exemplary. If anyone asks a question on the /r/Backblaze subreddit, they're assured to get an exhaustive reply from a Backblaze staffer. So, as a user, I have nothing bad to say about them.

As an investor, though, I wonder whether the $BLZE mode of operation will continue to gain traction. $BLZE competes against $BOX and $DBX as a pure-play cloud storage provider. As the price for consumer backup services kept dropping towards zero, all three companies have pivoted towards developer/business cloud storage. But $BOX and $DBX have gone a lot further by adding team collaboration, file sharing, and digital workflow support features to their solutions. This has helped both, $BOX especially, to justify higher prices. Amazon AWS, which prices its S3 storage service about 3-4x higher than B2, goes yet further, embedding S3 deeply into its vast array of cloud-based services from web hosting to machine learning. Now, even AWS customers could avoid S3 and pay a lower B2 bill, instead. But does that make sense? I am not an expert on this but to me, it seems like it would add complexity and reduce performance, and I am quite skeptical that many customers would go that route.

From a valuation perspective, $BOX is clearly the most expensive at 5.1x EV/FwdSales. $BLZE is at 1/3 of that, with a 1.7x multiple, and $DBX in the middle at 3.8x. But this seemingly low multiple for $BLZE is contingent on a robust 25.8% median revenue growth forecast for next year. The targets for $BOX and $DBX are lower and seem more achievable. Also, $DBX has been profitable on a GAAP basis for the last 7 quarters, $BOX for 2. $BLZE is behind, having just turned in its biggest quarterly loss in USD terms.

From the technical side, it's interesting to note that there seems to be a significant buyer in the market for $BLZE. For the last week, the price has, again and again, dropped to $5.30, only to find demand there. That seems like a good sign, although the total volume for $BLZE is still quite modest.

So, I'd really love to hear from anyone else about $BLZE, $BOX, or $DBX. To finally address the previous post: I broadly share the sentiment that cloud software as a whole is in a precarious competitive situation. A lot of niches seem to suffer from too many undifferentiated providers competing away the opportunity for positive margins. Cloud communications and cloud application monitoring are two sub-industries where this dynamic seems particularly noticeable. The fact that both $DBX and $BOX have turned the corner to profitability, while still maintaining positive growth tells me that cloud storage might actually enjoy a somewhat more rational competitive state.


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spy stock
By: pittseric197162 lazy guy   💬 1   
   Dec 19, 2022

"Bear Market Alert" Downtrending with Sellers controling the market Sellers are increasing The price point indicates a reversal Demand Zone $366 Proximal - $348 Distal We'll know by 11:00 am tomorrow.


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Datadog Named a Leader in AIOps by Independent Research Firm
By: ssmlee04 Community Lead :)   💬 553   
   Dec 15, 2022

https://investors.datadoghq.com/news-releases/news-release-details/datadog-named-leader-aiops-independent-research-firm

"Cloud-native organizations and those moving large portions of their operations to the cloud will be well served by Datadog's strengths in observability, OOTB integrations, and data-handling capabilities," the Forrester report said in the research.

$ddog


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Is MongoDB a good long term investment?
By: ssmlee04 Community Lead :)   💬 553   
   Dec 11, 2022

Let me share with you my journal about using MongoDB as a service.

MongoDB is a popular database technology, and can be a good choice for many applications. It's a reasonable choice for any companies that's doing something very minimal about a database.

$mdb


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How do I use datadog on my website
By: ssmlee04 Community Lead :)   💬 553   
   Dec 07, 2022

Creator of stockideashq.com here.

https://i.imgur.com/aUhAg65.png

https://i.imgur.com/1MfmjEQ.png

https://i.imgur.com/Vi2XnlE.png

https://i.imgur.com/YEENhDd.png

https://i.imgur.com/JZUCVGs.png

https://i.imgur.com/NNIWPBM.png

https://i.imgur.com/S7zibGB.png

$ddog


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aapl stock
By: liszt lazy guy   💬 12   
   Dec 07, 2022

Apple is an innovative and forward-thinking company that has revolutionized the way we interact with technology. $aapl


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$si
By: bahnhopf Ich bin gut   💬 66   
   Dec 06, 2022

Silvergate is one of the main settlement bank between crypto firms and users for fiat. When this becomes trouble the world would have a hard time converting to and from fiat to crypto. Definitely not a good news for crypto sector. $si

stocks down 11% in pre-market trading.


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Gitlab ER
By: bahnhopf Ich bin gut   💬 66   
   Dec 06, 2022

The company reported strong revenue growth of 69% yoy. Their user base and headcount is growing as well. All in all, this call was good news for investors and should help to continue to drive the company's success going forward.

The price spiked 20% in after-hour trading. $gtlb


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cvna stock
By: hughgrant lazy guy   💬 28   
   Dec 04, 2022

Cramer might have accidentally saved this one. $cvna

https://i.stack.imgur.com/OGE45.jpg


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earnings next week
By: bahnhopf Ich bin gut   💬 66   
   Dec 04, 2022

https://i.stack.imgur.com/H84rG.jpg

we have some interesting companies ER next week. $gtlb $mdb $s $gme $cost $chwy


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net stock
By: ssmlee04 Community Lead :)   💬 553   
   Dec 03, 2022

https://blog.cloudflare.com/adjusting-pricing-introducing-annual-plans-and-accelerating-innovation/

$net adjusted their pricing this year. They also encourage you to go with their annual plan and I can imagine that's good to their fcf and you might experience a pull-forward of their cashflows. Maybe there's more interesting things to come.


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