Stock Discussions 2024

[Konebhar6]

@krishnaaa ODD price is tempting. I resisted till 35. What’s the reason it dropped so much? I know you used to follow it. 

[Spartan]

Sold rest of the META holdings for 730$

afrer hrs

[Spartan]

34 minutes ago, Konebhar6 said:

yeh. Avi allot ayyesariki aa price undali kadaaa 😂😂

Memory prices are going up. They should make good money. 
Covid time lo maa stock is 3x current price. Never sold. Now waiting game. Blinded and emotionally connected when it comes to company stock. 

they have good forecast for rat of the year

memory upgrade cycle nadustundi

[Spartan]

34 minutes ago, Konebhar6 said:

yeh. Avi allot ayyesariki aa price undali kadaaa 😂😂

Memory prices are going up. They should make good money. 
Covid time lo maa stock is 3x current price. Never sold. Now waiting game. Blinded and emotionally connected when it comes to company stock. 

agree with binding the company stock

[megadheera1]

6 minutes ago, Spartan said:

Sold rest of the META holdings for 730$

afrer hrs

Chitti.. naa avg 675. Ammeyala?

[Spartan]

3 minutes ago, megadheera1 said:

Chitti.. naa avg 675. Ammeyala?

yeah 730 - 740 ki ammeste better atleast some lot

it will fall tomorrow again

[PrivacyPolicy]

3 hours ago, PrivacyPolicy said:

Bro MU lo pettachantara?

?

[Konebhar6]

2 hours ago, Spartan said:

they have good forecast for rat of the year

memory upgrade cycle nadustundi

Yes memory companies will go up for some time. 

[krishnaaa]

4 hours ago, Konebhar6 said:

@krishnaaa ODD price is tempting. I resisted till 35. What’s the reason it dropped so much? I know you used to follow it. 

Not sure. Their previous earnings were good.

This being an israel company gets targetted quite a bit.

[krishnaaa]

After buying heavy at 5-7$ range, I never expected to buy Sofi again at 25 lol

Earnings on Friday. Should be a beat easily. Fingers crossed

[perugu_vada]

CPER is a good buy for long term antunaru 

[Hitman]

WDAY (-10%) & SAP (-16%) - FASAK.

@Konebhar6 & Other experts - any thoughts on Workday. I noticed recently many implementing WDAY, migrating from legacy like SAP & PeopleSoft.. 

[Anta Assamey]

Added some MSFT today....

[allbakara]

17 hours ago, Spartan said:

yeah 730 - 740 ki ammeste better atleast some lot

it will fall tomorrow again

Thanks @Spartan bro, my sell order executed @ 738

[Konebhar6]

16 minutes ago, Hitman said:

WDAY (-10%) & SAP (-16%) - FASAK.

@Konebhar6 & Other experts - any thoughts on Workday. I noticed recently many implementing WDAY, migrating from legacy like SAP & PeopleSoft.. 

Super over reaction to MSFT and NOW results. But software application stocks are in a bearish grip. Same with WDAY. 
ERP implementations - Narrative is that PLTR can do these multi year implementations in months. 
SAAS companies like NOW, TEAM - Narrative is AI will make these obsolete in no time. 
Of course I do not believe in these narratives. But you will get better prices in these stocks. Either DCA or wait for better prices.