lnofeisone Posted February 2, 2022 Share Posted February 2, 2022 8 minutes ago, RedLion said: Also initiated a decent sized position in FB at $252.64/252.75 after hours. Fascinating rotation. PYPL, FB, and growth in general, is getting destroyed but market is up. Link to comment Share on other sites More sharing options...
Gregmal Posted February 2, 2022 Share Posted February 2, 2022 11 minutes ago, lnofeisone said: Fascinating rotation. PYPL, FB, and growth in general, is getting destroyed but market is up. GOOG and MSFT are diversified behemoths. Basically high quality tech ETF. The one dimensional one trick ponies are getting walloped. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted February 2, 2022 Share Posted February 2, 2022 8 minutes ago, Gregmal said: GOOG and MSFT are diversified behemoths. Basically high quality tech ETF. The one dimensional one trick ponies are getting walloped. Except for Apple, but maybe it's day will also come. Link to comment Share on other sites More sharing options...
rohitc99 Posted February 2, 2022 Share Posted February 2, 2022 9 minutes ago, Gregmal said: GOOG and MSFT are diversified behemoths. Basically high quality tech ETF. The one dimensional one trick ponies are getting walloped. isnt GOOG the same ? most of their earnings are from search. youtube is there too but unlike MSFT not as diversified ? Link to comment Share on other sites More sharing options...
scorpioncapital Posted February 2, 2022 Share Posted February 2, 2022 11 minutes ago, Gregmal said: GOOG and MSFT are diversified behemoths. Basically high quality tech ETF. The one dimensional one trick ponies are getting walloped. all those behemoths started as one trick ponies. Link to comment Share on other sites More sharing options...
Gregmal Posted February 2, 2022 Share Posted February 2, 2022 All I know is that if things keep playing out that way they are, theres gonna be an ugly divorce. The romance that basically the entire market has with the FANGs won't last forever. Its perfectly normal in the course of history for good companies to trade at 15x if theres question marks or headwinds. We're still seemingly at the "every dip is buyable because theyre beautiful" phase. Link to comment Share on other sites More sharing options...
Gregmal Posted February 2, 2022 Share Posted February 2, 2022 7 minutes ago, rohitc99 said: isnt GOOG the same ? most of their earnings are from search. youtube is there too but unlike MSFT not as diversified ? Search, Android, Youtube, self driving and AI units, cash. Google is a total monster. Apple is probably overvalued but its excellent as well. MSFT I dont see a weakness to not even regulatory. The rest, rightfully having issues. Link to comment Share on other sites More sharing options...
Gregmal Posted February 2, 2022 Share Posted February 2, 2022 Even the ones that just posted awesome earnings are for some reason trading lower after these couple duds. Too many retards in the market and too many know nothing participants and index/etf products. It’s gonna drag down everything. Link to comment Share on other sites More sharing options...
Monsieur_dee Posted February 3, 2022 Share Posted February 3, 2022 Meta Link to comment Share on other sites More sharing options...
Spekulatius Posted February 3, 2022 Share Posted February 3, 2022 (edited) 14 hours ago, Gregmal said: Even the ones that just posted awesome earnings are for some reason trading lower after these couple duds. Too many retards in the market and too many know nothing participants and index/etf products. It’s gonna drag down everything. FB going back to prices last seen in march 2021. If you read Fintwit you would think that an asteroid hit earth and destroyed half the hedge fund managers and finance professionals in NYC. Even crude oil prices are falling. LOL. Edited February 3, 2022 by Spekulatius Link to comment Share on other sites More sharing options...
throw123 Posted February 3, 2022 Share Posted February 3, 2022 FB - Meta Link to comment Share on other sites More sharing options...
boilermaker75 Posted February 3, 2022 Share Posted February 3, 2022 Wrote 230-strike, Feb 4 expiration FB puts. Link to comment Share on other sites More sharing options...
NotSoWise Posted February 3, 2022 Share Posted February 3, 2022 Adding to AMZN for a long term hold (5+ years). A bit risky just before earnings and still not cheap... Link to comment Share on other sites More sharing options...
throw123 Posted February 3, 2022 Share Posted February 3, 2022 5 minutes ago, NotSoWise said: Adding to AMZN for a long term hold (5+ years). A bit risky just before earnings and still not cheap... username checks out Link to comment Share on other sites More sharing options...
NotSoWise Posted February 3, 2022 Share Posted February 3, 2022 Yes, user name is my ass cover for stupid posts. Link to comment Share on other sites More sharing options...
tede02 Posted February 3, 2022 Share Posted February 3, 2022 Opened a small position in FB. Have been following the company increasingly over the last 18 months. Owning some always makes me dig deeper. Link to comment Share on other sites More sharing options...
Spekulatius Posted February 3, 2022 Share Posted February 3, 2022 $FB and reloading $STNE Link to comment Share on other sites More sharing options...
LC Posted February 3, 2022 Share Posted February 3, 2022 1 hour ago, boilermaker75 said: Wrote 230-strike, Feb 4 expiration FB puts. Same although I closed out the position 30 min later for a 50% gain. Bored trading I guess. Also bought FB stock though, I plan to hold that. Link to comment Share on other sites More sharing options...
Agrippa07 Posted February 3, 2022 Share Posted February 3, 2022 added to FB/ Meta and opened two new small positions: Spotify and Shinoken Link to comment Share on other sites More sharing options...
flesh Posted February 3, 2022 Share Posted February 3, 2022 1 hour ago, boilermaker75 said: Wrote 230-strike, Feb 4 expiration FB puts. Thanks. Link to comment Share on other sites More sharing options...
fareastwarriors Posted February 3, 2022 Share Posted February 3, 2022 Joining my peers at the $FB party. (small add to existing holding) Link to comment Share on other sites More sharing options...
GordonGekko69 Posted February 3, 2022 Share Posted February 3, 2022 4 hours ago, boilermaker75 said: Wrote 230-strike, Feb 4 expiration FB puts. as I did Link to comment Share on other sites More sharing options...
Dave86ch Posted February 3, 2022 Share Posted February 3, 2022 Added to FB Link to comment Share on other sites More sharing options...
formthirteen Posted February 3, 2022 Share Posted February 3, 2022 Added to FB. Link to comment Share on other sites More sharing options...
backtothebeach Posted February 3, 2022 Share Posted February 3, 2022 17 minutes ago, formthirteen said: Added to FB. 26 minutes ago, Dave86ch said: Added to FB Quite the cheery consensus here. Link to comment Share on other sites More sharing options...
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