GBA Presents: RADIO SAVANT-!

stonedinvestor said:
VAN THEY ARE DROPPING LIKE FLIES. OPTKA JUST WENT DOWN. CRWD WENT DOWN CAN S BE THE ONLY ONE TO GO UP?

GRANTED IT LOOKS BAD... Hedge fund is going to love this if I'm wrong. But you can be right and still be wrong in this market. WHY! Me of all people the anti-tech guy...

well that cash... What can they say to make the stk go up? We need cyber security common'
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Well Van we showed them. Now there can be no doubt.

We Invested in the teeth of a plunging market and it made no difference.

We invested in a sector that is getting crushed and it made no difference.

We are gummybear advisors!

>SentinelOne raises FY23 gross margin view to 70.5%-71% from 69%-70%

> SentinelOne raises FY23 revenue view to $415M-$417M, consensus $406.2M 16:13 S Prior guidance was $403M-$407M.

> SentinelOne sees Q3 revenue $111M, consensus $108.2M

>> SentinelOne reports Q2 ARR up 122% to $438.6M 16:12 S In Q2: Annualized recurring revenue increased 122% to $438.6 million as of July 31, 2022.

Total customer count grew about 60% to over 8,600 customers as of July 31, 2022. Customers with ARR over $100K grew 117% to 755 as of July 31, 2022. Dollar-based net revenue retention rate was a record 137%.

We have a new STOCK LEADER! :wtf:
 
Pure Storage price target raised to $42 from $39 at Raymond James 07:40 PSTG Raymond James analyst Simon Leopold raised the firm's price target on Pure Storage to $42 from $39 and keeps a Strong Buy rating on the shares following the company's "beat and raise" Q2 report. Management's tone sounds positive, with an improved pipeline and visibility more than offsetting macro-economic challenges, Leopold tells investors in a post-earnings research note.

Pure Storage price target raised to $42 from $39 at Barclays 06:56 PSTG Barclays analyst Tim Long raised the firm's price target on Pure Storage to $42 from $39 and keeps an Overweight rating on the shares. The company delivered another quarterly beat and its subscription services were strong at 35% growth, Long tells investors in a research note. The analyst believes the raised fiscal 2023 revenue and margin guidance could end up being conservative.
 
Snap price target raised to $11 from $10 at RBC Capital 07:08 SNAP RBC Capital analyst Brad Erickson raised the firm's price target on Snap to $11 from $10 and keeps a Sector Perform rating on the shares. The company's positive pre-announcement and headcount reduction has again surprised investors while offsetting the pessimism around the departure of two major executives, the analyst tells investors in a research note. Erickson remains neutral on the stock however given that Snap's ad spend remains more discrete and therefore volatile than its peers in the space.
 
GBA UPGRADE GENERAC---

I had my problems with this co a whiles back and it was even a short for a while (successfully)

My issue was the high price if Diesel to run their generators... Now that the price of gas has come down quite a bit I am re looking at the stock.

Generac had been running commercials for some weird solar aspect to their business... it seemed kind of desperate. Now in re thinking the situation I wonder if Genrerac can be a back end gainer on the Inflation Reduction Act.-

Generac CEO: The Inflation Reduction Act benefits us 08/18 GNRC In an interview on CNBC's Mad Money, Aaron Jagdfeld said, "We've put together what we call a smart energy home system. We want to put the control of energy in the consumer's hands." The company's legacy is backup power generation. Power outages tend to "move the needle" he added. Grid operators may not be able to handle demand and that makes Generac's products attractive, he noted.

If Cali goes dark this Sun/Mon GNRC will take off. If storms roll in this hurricane season ditto--

More reasons to buy than sell... GBA UPGRADE GNRC.

Generac Holdings Inc. (GNRC) @ $220-
NYSE - NYSE Delayed Price.
At close: August 31 04:00PM EDT
220.00-0.41(-0.19%)
Pre-Market:08:01AM E
 
<<CLSN GUMMY->>

IT IS ALWAYS STARTLING WHEN A BIO CHANGES COURSE AND GOES IN A DIFFERENT DIRECTION. I FOLLOWED CELSION FOR YEARS FOR THEIR HEAT BASED APPROACH TO CANCER AND LIVER ISSUES AND IT FAILED> THEY MADE A QUICK PIVOT TO DNA VACCINES AND IN MY LONG LIST OF BIOS PAST THESE QUICK PIVOTS ARE FAR AND FEW BUT THEY DO SOMETIMES WORK OUT.

Celsion highlights progress in DNA-based vaccine program 08:34 CLSN Celsion Corporation provided an update on the progress made in the development of a DNA-based vaccine using its PLACCINE platform technology. Additional data from its completed proof-of-concept mouse challenge study confirms that a PLACCINE vaccine can produce robust levels of IgG, neutralizing antibodies, and T-cell responses. The Company previously reported evidence of IgG, neutralizing antibody, and T-cell responses to its SARS-CoV-2 PLACCINE vaccines in normal mice. The additional data from its now completed mouse challenge study demonstrates the ability of the Company's PLACCINE vaccine to protect a SARS-CoV-2 mouse model in a live viral challenge. In the study, mice were vaccinated with a PLACCINE vaccine expressing the SARS-CoV-2 spike antigen from the D614G variant or the Delta variant, or a combination vaccine expressing both the D614G and Delta spike variants. The vaccination was administered by intramuscular injection on Day 0 and Day 14, followed by challenge with live SARS-CoV-2 virus on Day 42. All three vaccines, including the single and dual antigen vaccines, were found to be safe and elicited IgG responses and inhibited the viral load by 90-95%. The dual antigen vaccine was equally effective against both variants of the SARS CoV-2 virus."These challenge studies demonstrate that our PLACCINE vaccines are highly effective in protecting against the SARS-CoV-2 infection and represent a new class of vaccines that are highly effective and do not require a viral vector, a device or lipid nanoparticles for immunization," said Dr. Khursheed Anwer, executive vice president and chief science officer of Celsion.

CLSN-$

Celsion Corporation (CLSN)
NasdaqCM - NasdaqCM Real Time Price.
2.1300-0.1100(-4.91%)
At close: August 31 04:00PM EDT
2.4700+0.34(+15.96%) <----------------------
Pre-Market:08:54AM EDT
 
stonedinvestor said:
Generac Holdings Inc. (GNRC) Down from $300.
NYSE - NYSE Delayed Price.
220.41-1.58(-0.71%)
At close: 04:00PM EDT

FORWARD PE--> 19

CURRENT PE-> 29

Looks Terrible TA wise. SAVANT JUST STARTED THINKING ABOUT THIS NAME.

SAVANT IS WORRIED ABOUT CALIFORNIA'S GRID.
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Been watching this also. Usually does well during hurricane season. Where’s all the Atlantic hurricanes? 52 week low is 197.
 
stonedinvestor said:
Shyft Group upgraded to Buy at DA Davidson on improving commercial van sales 07/13 SHYF DA Davidson analyst Michael Shlisky upgraded Shyft Group to Buy from Neutral with a price target of $38, up from $32. Commercial-van industry data suggests that industry sales improved sequentially for the first time since 4Q of 2020, the analyst tells investors in a research note, adding that "consistent" sales in each month of the quarter adds some visibility. Shlisky further states that with the stock down 44% since his April downgrade, valuation has become "unusually attractive" at just 5.5-times multiple on enterprise value to expected EBITDA basis.
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Here is a stock holding in well. Was $25 when we picked up coverage and today stands proudly at $23.30.
 
mac said:
Been watching this also. Usually does well during hurricane season. Where’s all the Atlantic hurricanes? 52 week low is 197.
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Last I saw mac there was a slight reduction if forecasts for this season> It's loking like 3-6 hurricanes/// I'm now an active watcher with my boy in S Carolina.

After an active 2021 Atlantic hurricane season, the National Oceanic and Atmospheric Administration (NOAA) predicts an “above-average” 2022 Atlantic hurricane season. NOAA predicts 14 to 21 named storms, including three to six major hurricanes.

“Major hurricanes” are Category 3, 4 or 5 and have sustained winds of 111 mph or higher based on theSaffir-Simpson Hurricane Wind Scale. Major hurricanes can cause catastrophic damage that could result in widespread power outages and leave residential areas uninhabitable for several days to months.

The 2022 hurricane season is the seventh consecutive above-average hurricane season. NOAA says there is a 65% chance of an above-normal season, a 25% chance of a near-normal season and a 10% chance of a below-normal season.

This year is likely to have increased activity due to several climate factors, including:

  • La Niña
  • Warmer-than-average sea surface temperatures in the Atlantic Ocean and the Caribbean Sea
  • Weaker tropical Atlantic trade winds
  • An enhanced West African monsoon
The official Atlantic hurricane season runs June 1 to Nov. 30, but hurricanes and severe storms can form before or after.
 
BofA starts 'best-of-breed' Datadog with Buy, $135 target 09:30 DDOG BofA analyst Koji Ikeda initiated coverage of Datadog with a Buy rating and $135 price target. Datadog is an observability software vendor that enables its customers to have strong visibility into the health and performance of its technology stacks to drive high quality end-user experiences, Ikeda tells investors in a research note. The analyst says the company has a "best-of-breed portfolio of 15 products." Datadog screens very well on Datadog's framework for software investing given its market, competitive moat, management strength, and margin potential, Ikeda writes. The analyst estimates the company's market at $53B, with expansion potential from new products and service offerings.
 
J.P. Morgan analyst Katherine Lei upgraded Futu Holdings (NASDAQ:FUTU) Thursday to Overweight from Neutral after the Chinese fintech posted strong Q2 earnings and the risk of de-listing eased after U.S. and China signed an agreementon audits of China ADR stocks.

Furthermore, J.P. Morgan's China internet analyst Alex Yao expects China internet stocks to deliver Q3 earnings beats.

Futu's (FUTU) better-than-expected Q2 results were fueled by stable client growth, market share gains, and a higher blended commission rate, Lei wrote in a note to clients.

"Key positives include steady paying client growth despite a volatile market, sequential rebound in clients assets, market share gain in both HK and the U.S., decent growth in margin finance volume and increase in the blended commission rate (+0.4 bps Q/Q or +1.6 bps Y/Y) on the back of higher derivatives in total trading volume," she said.

Management guidance was mixed, the analyst wrote, pointing to incremental revenue of HK$200M-250M in H2 from its U.S. clearing house and another HK$200M-250M in interest income due to Fed rate hikes. But on the negative side, the company maintained full-year paying clients guidance at 200K and indicated client acquisition costs would be ~HK$3,500 in H2 2022 compared with previous guidance of HK$2,500-3,000.

Futu Holdings Limited (FUTU)
NasdaqGM - NasdaqGM Real Time Price.
46.99-2.10

Anybody with me?
 
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