GBA Presents: RADIO SAVANT-!

Letter From The Head Of Investing & Portfolio Manager
gymmybear advisors NYC.


Dear Friends.

There is no other way to say it but She's gone. GBA sends warmest wishes to the English people and begs Scotland to stay attached.

 
Stoney!!!!
You just broke even on SentinelOne
Get out now!!!
$28.60
We can get back in much lower sometime in the next two weeks at the Savant's bottom.
 
stonedinvestor said:
Buy> Double Verify @$25

Adding DV DoubleVerify Holdings, Inc.

$25.001.13(+4.73%)1:40 PM 08/04/22
NYSE |$USD |IEX real time price
More...



DoubleVerify Holdings, Inc. (DV)
NYSE - Nasdaq Real Time Price.
28.96+0.54(+1.90%)<--------------- close to a B/O
As of 12:31PM EDT. Market open.
 
vanzandt said:
I dunno Stoney, he said "sell Sentinel One" before earnings and it was $28.50.

Looks like he made the club some $'s on that one.
$25.50 now.
More...





SENTINEL 1 $25----------> $28
stonedinvestor said:
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:
More...







$24.84-------------> $28 :D
 
This is why Joe got that semi bill passed. Give away yea but look what happens->

Wolfspeed to build silicon carbide wafer plant in North Carolina
Sep. 09, 2022 11:42 AM ETWolfspeed, Inc. (WOLF)

image_1397047877.jpg





  • Wolfspeed (NYSE:WOLF) will build a multi-billion-dollar materials manufacturing facility in Chatham County, North Carolina, the semiconductor company announced on Friday.
  • The facility will primarily produce 200mm silicon carbide wafers for supply to Wolfspeed's Mohawk Valley Fab, which is said to be the largest fully automated 200mm silicon carbide fabrication plant in the world.
  • The ~$1.3B Phase one construction is anticipated to be completed in 2024. Between 2024 and the end of the decade, the company will add additional capacity as needed, eventually occupying more than 1M sq ft on the 445-acre site and adding roughly 1,800 jobs.
  • The project will be supported by ~$1B incentive package from the state, county and local governments. In addition, Wolfspeed (WOLF) seeks to apply for federal funding under the CHIPS and Science Act to accelerate the construction and build-out of the facility.
  • WOLF shares were up over 3% shortly before 11.45AM ET
 
I got triggered into RH today @$270

In did a chart read for you all the other day...

not loving the trade as much after the earn verbiage.... TA wise this should move up.
 
You must log in or register to reply here.
Back
Top