GBA's "2021 Stock Phantasma"

[stonedinvestor]

Oh Van... van. van van we had our chance!

AZEK
The AZEK Company Inc.
$40.61
+3.11(+8.29%)<-----

Ugh This stk should be $45 we all know that.. it just looked a little dull dead at $37.... This is a market that rewards dull! <---

If this slips materially today could be a buy.... I got to read the whole report.

 

[stonedinvestor]

TX-
Ternium: All Eyes On Upcoming Fourth Quarter Earnings
Ternium S.A. (TX)
Summary

• 
  
  
  • Shares are down from their January highs of $33-plus per share but earnings trends continue to look bullish.
  • 2021 numbers look very strong. Strong guidance here should power shares higher.

I doubt anyone followed along but TX was about $30 I posted a few times on it,
TaDa!
TX
Ternium S.A.
$55.39

 

[vanzandt]

The consumer is being absolutely raked-- when will he or she wake up.

When they read it on FB or Snapchat.

Hey Stoney I have a granny stock. Its had a good run, needs to go on your watchlist.

$PWR

Its an all-around grid play.
Low PE, small divy, right sector.

Check em out:

https://www.quantaservices.com/about-quanta/

 

[vanzandt]

I wonder if those hard-hats help if they fall...

 

[vanzandt]

This is a better infrastructure play than FLR and GVA combined Stoney!

They even built Elon's thing down in Oz...

+++++++++++++++++++++++++++++++++

I like this stock!
$98.50

I'll like it better on a market sell-off though.

 

[vanzandt]

Van something is rotten in Denmark-- PLTR.

Remember I found that weird news story about them investing in a SPAC?...

Well I smell some financial misdoing here:

Palantir commercial growth strategy incentives 'questionable,' says Citi 09:58 PLTR Citi analyst Tyler Radke said Palantir's commercial business has been slowing recently and noted that over the last 90 or so days he has picked up on a number of new commercial contracts signed with smaller growth companies that are in the SPAC listing process where Palantir is also an investor. "What looks particularly curious is the dollar value of these commercial software contracts often matches the investment capital" that Palantir contributes to the SPAC, <-- Busted!!! They are buying their own product!!!!
MAJOR FISHY!!!

..according to Radke, who thinks these deals may have "questionable incentives" and raise concerns around quality of revenue at Palantir. Radke reiterates a Sell rating and $17 price target on Palantir shares.

Hey I make fun of these analyst a lot-- GREAT JOB DUDE!!! THIS IS A SCANDAL.

PUT PLTR IN GRANNYS SHORTS-- WHAT A TERRIBLE TERRIBLE COMPANY!!!!!!

I just did on that CNBC pump.
Short it that is.
I closed it though.

I bet it starts back up again, that vwap at $24.90 should hold most of the day. If it doesn't and gets near $24.35, buy it Stoney.

Everything just reset on this one.
I don't think it'll go below $24.00 now for the foreseeable future.

Sorry Coupang didn't work out for you Stoney.
But like you said, it's a hold; although selling the $35 calls as I suggested would have paid off handsomely for you. You could buy them back now and you'd pocket $3/share, and still have your shares.
That's a good deal considering you got in at $37.50.

On MQ... these stocks are risky Stoney. It's too early in their life to get a good feel for what's going on, and when a stock is priced to perfection.... one slip and the market turns brutal.
It's $25.75 now and with those lock-up expiration's coming... if it gets near $28 in the next few weeks, I'd dump it.

 

[janes]

this is usually around where i start buying Matterport. What do we think...is this thing going lower?

Matterport Inc
NASDAQ: MTTR
13.92 USD−1.65 (10.60%)

 

[vanzandt]

this is usually around where i start buying Matterport. What do we think...is this thing going lower?

Matterport Inc
NASDAQ: MTTR
13.92 USD−1.65 (10.60%)

Probably.
More than likely, it's going to be dead money until next quarter, barring any major announcements/events. IE, anemic action day to day. But it will mirror the market on a sell-off, not so much on a market rise.

Edit:
Ceo is coming on CNBC in a minute.

 

[Zwaen]

CPNG seems to be creeping up.. let's see if it can go up the next days.
Sold last minute some calls ( only covering 25% of long position ) based on the serieus doubts @vanzandt was putting in the thread. Don't like to change mind lastminute but had to
Hope this was it guys.

Buyed some extra longs ( short ditm puts)

 

[vanzandt]

1> Saw a bear directly outside my bedroom

2> Shoveled a big pile of bear poop

3> missed on CPNG earn

4> Missed on MQ earn

5> Found Out I owe my brother $60K from a 2018 will situation

Wow.

And I woke up today thinking nothing bad would happen to me on my Mom's 80th Birthday, she'll be looking down from heaven and make sure I have a GREAT day....

I'll call in a favor from the trading gods Stoney.
Maybe we can make Funko have some news.