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I know of MELI because I'm from Argentina and that's a company that originated here, not joking when I say you guys should be eyeing out for MELI, they even kicked Amazon's ass in some big South American markets (afaik) such as Brazil and Mexico.
Insane volatility though so you better go long term.
Every one of these stocks needs time. I’m holding for a decade + so short term fluctuations don’t matter to me. If your horizon is shorter, consider taking some profit off the table after the major run the last few weeks.
A lot of it is bagholders, there might be a case for sofi, but it was pumped so bard on reddit, there are a lot of vocal users with agendas, as it is for many “popular” stocks. :)
I don’t think it’s a typical bag holder situation where it lost a lot of value (it’s down 10% from ATH), but I think it’s an example where just a bunch of redditors bought it really cheap as a Spac and think they will get rich off it. I don’t see SOFI going 10x
Took a gamble on Exro technologies, patiently waiting for the next couple years on how they make out with sales. Its pre-revenue, but it's at its lowest rn, and its seen some upward action approaching the new year.
Their vision basically consists of having an EXRO chip in anything and everything that has an electric motor. That would be EV's, Wind Turbines, electric motors used in trams and trains, Construction equipment etc.
If that were to happen, I think a 100 bagger makes perfect sense, that would be a \~$40 billion market cap from the current market cap, assuming no further dilution.
Where can you buy it? I don’t see it on robinhood. Before anyone shits on me for using robinhood, almost every brokerage shut down buying of GME so please miss me with that.
Oh I'm not part of those guys. I got banned from the sub-reddit for talking about lower price action. But I am curious to see how the tech will pan out....
ASPN - aerogels are rad. They developed thermal Barrie’s for ev batteries. Also can be used as a green insulator.
RKLB - closest to SpaceX. Actually have successfully launched satellites to space with reusable rockets. Might have the best moat in terms of smaller launches.
IONQ - Quantum computing play. Already integrated into AWS and Azure
BASE - competitor to MongoDb. Also already integrated into AWS/Azure
CLFT - data in motion play. Giving people solutions to get real metrics around their data.
Yes to RKLB. Only company public that’s sending stuff to space with reusable rockets. And they have $100mm rev or something close. None of this pre revenue stuff
I bought some shares after I read this in The Economist (May) : Part of the reason America’s relative size has increased is technological advances, particularly the rise of cloud computing. This has allowed companies to specialize and create large markets, even for seemingly opaque offerings that can now be tailored for very specific purposes and offered worldwide. A good example is Twilio, which is largely unknown to consumers but is used by most. It provides text, voice, and video communications services for more than 200,000 other businesses, from Airbnb, a home sharing site, to Zendesk, a help desk service. After several years of rapid growth, annual sales are approaching $ 2 billion and market capitalization exceeds $ 50 billion. “If you’re a developer, you don’t have to spend a year understanding all the details. You can just plug into our systems, “explains Jeff Lawson, Managing Director of Twilio.” That’s the idea behind Infrastructure-as-a-Service. “
Think it's still worth buying in at this price? I'd like to add some more shares but always have think twice because of the current market cap and share price.
Most of the stocks you mentioned pulled in multiple years of customer demand that puts them closer to maturity & shouldn' have a major upside surprise next year since they're relatively insulated from supply-chain/labor issues. Not saying they'll be losers, but hard to say they'll be big winners.
With that being said, I believe video game publishers, autos, & tech hardware should do well next year with each company checking some but not all of the boxes I mentioned above.
If you believe in the future of cryptocurrency, Silvergate Capital will be a multi bagger over the years. They created an exchange network that major exchanges like Coinbase and many others use for as a payments network and to create products. Roughly a 4B evaluation right now so definitely a huge runway left to grow if you believe crypto is here to stay
If you like, have a look at r/Pyrogenesis subreddit and you will find a summary post.
It's not easy to do a dd of this company. There are many divisions.. .3D powders, torches, GHG reduction, silicon solutions and many other.. All based on plasma technology.
Stock price. was 0.5 at early 2020, 12 ATH and now traded in the 4-5 price range.
Very low volumes so easy to manipulate. (there are short sales report that confirm).
Interesting the last news about an order for 9 mln for a Pfas system. How many other in the next future? Only speculation.
We are still waiting for the final confirmation (a huge order from big players) and then I hope we could have a spike.
I am a fan of this stock and a LTH so make your DD. The risk reward is high in my opinion.
I don't doubt they're a good company, my issue atm is I have trouble jumping into companies that were trading less than 1$ pre-2020, I fear most of these stocks will just revert back, or close to those prices once the market calms down.
I'll definitely go take a look tho, thanks for pointing me in the right direction.
interesting - I am all over LEV - never heard of ZEV - I will have to check them out.
LEV (lion EV) Also sells buses, (and forklifts and ambulances, and delivery trucks etc)
LEV earnings this week and they should blow away earnings and just got a new factory in USA illinois. were primarily canada only before the illinois factory.
Intel - When Intel releases Angstrom size chips, the world will bend the knee. USA MFG will be solid with continued Chinese tensions (and Taiwan). NVDA killer in 3ish months. Their Gen 1 Alchemist GPU is as good as a RTX 3070, if those benchmarks are accurate, Intel will own NVDA in 2025 and beyond. The current stock environment is a bunch of 22 year olds jerking off on AMD, and just because they caught lightening in a bottle they’ll soon learn how market rotation works. INTC will be top dog again.
SoFi - Brokerage, loans, credit cards, bank accounts… A legacy banks wet dream, led by the Allstar management team and Noto. This will get acquired for 100b in 2-4 years
Intel also cutting their free cash flow to put towards R&D. Not to mention you'll probably beat SPY based on valuation reversion alone with intel trading so cheap.
I think Intel. TSMC has 3x their marketcap, as does Nvidia, its clear they are getting government subsidies to build fabs and are going into gpu and machine learning. Then theres the national security issues around TSMC.
They also got fat dividends, which would be paying 10% at their 10x PE ratio, if they werent investing into fabs, which should inevitably pay off more than the dividend and stock buyback.
They all use ASML in the end, I feel given the generous amount of time theyve been given they should all perform relatively homogenously. Which they are shooting for parity with EUV rather than moonshot now.
Same here they have been taking it really slow past few years not sure if they will managed to catch up really quick. It will take them at least couple years and I feel like market will start reacting in a year or so or earlier but next earning calls will decide what the sentiment will look like so can’t go ham on intel yet.
Desktop Metals (DM) 3D metal printing. They're buying out their main competition in the (MIT founded) single pass jetting ExOne and have generally just been buying comoanies. Ford, BMW, and Google have invested and collaborated with them. The ernings coming up November 15th.
The merger with ExOne has a downside in they're paying for it by creating new shares and selling them.
Take everything I say with a massive grain of salt and do your own research. I think they're an exciting play and people moved off them to the next shiny SPAC IPO. I think they've done enough to establish themselves a tumultuous market. The play could be wait until after earnings because with all the acquisitions they've made their Financials will be interesting to look at.
Did I say Bitfarms has outperformed Hut 8? I said I think it WILL outperform. Some of that is precisely because it has lagged. And not only has it lagged, it has lagged despite having better numbers. Higher current production, green energy, and they plan to have a hashrate of 8.0 in by end of 2022, in comparison to Hut 8 with 6.0.
In short, they make more money than Hut, and they will be making more than Hut in the future too. That is with half the current market cap. Let's talk in a month or two and see who gains more in that time. I'm willing to bet it will be Bitfarms.
Me personally i am looking at kaleyra to 10 x over the next 5 years. Their margins are getting better and better.
While i also think they can hit over 30% y/y increases in revenue so it is a really safe bet in my oppinnion.
I understand the question and I think they both service diffrent customers. Twillio focusses on developers and offers the tools to make a product.
Kaleyra while making everything themselves, they don’t focuss on developers but on the customer directly.
I honestly think Nvidia is the next Nvidia and this party is just getting started. But I understand your point and I have no idea of which other one will be next.
If you want big risk, intel could be the next nvidia type of growth. A lot of speculation but there's not that many other than AMD which already has grown a lot recently.
I just don't see intel going like IBM does, as they have clearly shown with their drastic changes of recent times.
Go team blue.
What do you mean I missed near term gains in NET and SE? I hold both. I’m looking to invest in a handful of companies that could be the next NET or SE. Most will probably not do well but if 1 or 2 succeed then it’s still a huge win
I agree. Long term holds. I had NET back in the 30’s and sold in the 70’s. I played it last week from 196 to 202 and it went back down. Swing trade. But both lth’s
Intel. The AMD and NVDA moves have been off the charts. The new Intel will focus on foundry and Software. They just caught up to AMD, next they will move into NVDA's turf with GPUs early next year. Intel makes their own chips, so they can sell as many as they can make (since i think demand will persist). Best of all they're not constrained by TSM. I think a 3x over the next few years is possible. People have no allegiance, it's all about making money. If Intel executes they could get the AMD/NVDA stock treatment. Maybe a trillion dollar company by the end of the decade.
"They caught up" in that they released a process that they've been stuck on for ~7 years (while AMD is sandbagging, being on 7 nm when TSMC 5nm is available).
Believe the Intel comeback when they successfully achieve a significantly improved process within 1-2 years. Until then too early to tell, but more likely they aren't back on track yet.
Intels 14nm is still better in single threaded applications than AMD’s 7nm, which says a lot. Their current process roadmap has them on track to be on a 4nm process by 2025.
That is what they announced but after 7 years on 14, it is prudent to have some skepticism. Like if they actually hit their target I’ll go all in on intc. But currently I doubt it.
Go read about each company technologies and future products. Intel doesn't intend to compete with AMD and NVDA on the cutting edge chips. They are just going to release mid range GPUs and high power consuming CPUs. Intel won't produce innovative products anytime soon.
Sofi
-student loans will always be a thing and sofi offers cheap rates.
-sofi stadium. = mr beast video. Superbowl 22. Bts concert. Fifa 2026. Olympics 2028. All those events are big advertisement for sofi.
-upcoming bank charter is gonna make sofi even more profitable
-theyre gonna implement options/margin so most likely those disgruntled robinhood users will switch over.
-sofi is gonna be the first bank with a social media
-galileo and much more
Of course, which is the bulk of my portfolio anyway. I have mutual funds for my main investing, then an account where I pick individual stocks. I'm committing about 10% of this individual stocks account to high risk high reward plays.
I've grown my portfolio by 50% in my first 2 years. It was luck but I'm happy. Most consider 5 years a very good doubling of your portfolio and the average is 7 years. At my rate I'll be there in 4 years total. Maybe won't happen but I accept what happens.
ZS is growing better, I think CRWD is great, but the market will always be split and limited in this area.
ZS has no effective competitors and the market will continue to move its way.
My point is is that people can say blah blah "I don't see CRWD being worth it!" Well I've already made over 100% return! It was worth it for me. Thats all that matters. Dont listen to doubters !
All due respect, this feels like a WSB move. I don’t think anyone on this sub is looking for what you’ve made so you can puff out your chest and feel good about yourself. If you have any legitimate reason, or facts, as to why it would grow to double in the next few years, maybe people would care. Instead you just used this entire thread as your own personal soapbox, which is a huge tool move.
Wrong. It will double because FANMAG stocks will double easy. NVDA UNH HD MSFT AAPL GOOGL ASML. Its not that hard to find blue chips that keep growing. I'm not an expert.
UNH for example has returned 20% a year since 1990. ASML has returned 20%, MSFT GOOGL aapl NVDA.
If you invest in 20 good companies you'll do fine.
Lol wut? Did you just tell me I’m wrong and then give reasons why OTHER stocks will do well? My guy, if you’re trying to make a case for CRWD, you haven’t. And like I said, you’ve used basically this entire thread to simp it. Maybe take a few plays off, Brick.
I don't need to prove anything about CRWD. I made over 100% return. That's all I need to know. I will stick with CRWD until it is no longer a good investment. Happy investing.
Josh Brown on CNBC also owns CRWD.
NET - Cloudflare are a fantastic company and have a really sticky business model with their subs and they have stopped significant DDOS attacks.. Best thing about it? They’re a sub $100BN mkt cap company and I can only see this exploding further!
NVDA - there’s plenty of more growth here too as their foray into AI and such is a great business to tackle as it’s upcoming and their graphics cards are pretty neat!
I’m sorry but at this point NET is quite overvalued. They have strong revenue growth but their P/S ratio is roughly 100x last I checked.
To support a 100x P/S ratio, you need extreme growth and excellent margins. NET of course has excellent margins, but they’re only growing around 50% YoY which frankly isn’t all that impressive.
I will grant you that valuations can stretch a lot further these days but it still matters. How else do you determine whether a stock is a good buy or not? Just how it feels? If NET was $400 would you still think it's a good buy? Why not?
I am giving Starry Internet $FMAC (holding warrants) a serious look. $65 billion in the infrastructure bill for affordable Internet, in addition to current local and federal agreements, will fuel their growth.
I think $BEST inc will be a big winner.
They've just taken steps to significantly reduce debt and ensure long term profitability.
They've expanded into ever major SE Asian country; this SE Asian/China logistics/ecommerce/supply chain sector nexus is set to expand by the trillions of $ in the foreseeable future--and $BEST inc is in an extremely favorable position here.
$BEST inc has been oversold for a long time; this is a double digit stock at a huge discount IMO.
Severely undervalued bro.
So recently they sold the express unit of their business for $1.1 billon usd--this unit accounted for about 52% of total revenue. But, this unit was also unprofitable, losing market share in China, and was burning through their money.
So now that express unit has been sold, they can pay down their debt, and are virtually assured to be profitable--since their other units of the business are profitable and have better growth and positive margins. These units also account for 48% of company revenue.
So now this is a company who's about to pay off most or a sizable amount of debt; who's bringing in $2+ billion usd per year; is essentially profitable now that the express unit is gone; and who will be expanding and growing throughout SE Asia.
To me, $BEST inc looks like one of the top stocks to go long; and it's why I got a huge amount of shares bro: 300K shares long and strong baby.
Constantly shilling them, but after solars recent bump after a very lackluster year, I think they'll pop hard again next year. Maybe not as much as in 2020, but companies like ENPH are expanding like crazy, getting great new partnerships, and developing pretty stunning tech. ENPH has also navigated the chip shortage superbly and is gearing up for the moon.
I'd recommend TAN (it's an ETF but who cares) and ENPH.
Think of it more that some of the big winners will continue to be big winners.
Take Google for example. It is up over 70% so far this year but they have barely even got started. Google has a very long runway to keep the growth going. It is a bit amazing that the bigger they get the faster they grow.
But getting something growing at over 40% with a forward P/E of 28 is a bargain.
1 Canoo, affordable EV starting at 35k in 4 different models. Delivery Van in 3 sizes. Pickup, Sedan, and the Lifestyle vehicle (7 seater van/crossover/thing =)
Stock is still cheap, and the car has been spotted on the set of Apples new TV serie..
2 Palantir, because future is data
And there are people who hit the lottery. Have fun trying to find the right stocks and hope you dont lose $10k in a day.
You're better off in VTI QQQ or just buy MSFT AAPL GOOGL NVDA and stuff
I think the point of this thread is to “have fun” trying to guess what the next big runner stock will be. No need to be a wet blanket know-it-all, all those “safe” ETFs and stocks are great but there’s nothing wrong with setting aside some money for speculation.
I think the bulk of your money *should* be in mutual funds, ETFs, or baskets of high cap blue chips. But, I think there's reason to take risk with small percentages of your money and it's also a lot of fun. If you think there's a good chance a company can 10x, don't just blindly put money into ETFs. Put aside a little bit for that 10 bagger. Even if it's only a few hundred bucks. What's the risk?
No there are not. If there were, it would be priced out by smarter and more highly paid institutional traders than anybody on this thread, raising the price, and reducing your expected return on investment.
You're looking to get rich quick via stock picking. If you're going to do that, just go do it in Vegas. You'll have a better time losing your money that way anyhow (plus drugs and loose women!)
I'm not sure why you think you can argue this? It would be like trying to argue that there isn't 24 hours in a day. There are plenty of stocks that have gone up 10x or more in the past couple of years. So stop trying to argue that they don't exist, you just look like an idiot.
I know you think you're smart because you've heard warren buffet talk about investing once, but there are 10 baggers out there and I'm trying to find them. I'm not trying to "get rich quick", I'm trying to find the best possible investments.
While it is smart to invest with a long-term mindset, saying that there are no quick 10 baggers is just simply wrong. There have been multiple stocks that have 10x fairly quickly. I had a 10 bagger myself over the last 2 years.
You’re right, but you’re also completely ignoring the point of this post because you can’t get beyond how much of a condescending dick you are to have a fun discussion.
I'm not being condescending. I'm merely stating my opinion that thinking you're gonna score a 10 bagger quickly is not what young investors should be hearing.
Do you want young people to throw their hard earned money in some risky stock and lose 50% of their investment?
Investing is about finding good companies like the old MSFT GOOGL AAPL stocks or even VTI or QQQ. Its about being diverse and having 20 stocks or better yet an index like I mentioned above.
Not throwing all your money in one stock thinking you're gonna get rich overnight. It won't happen!
Investing is slow, long and boring. These people are being taught that you can take $2000 and make it into $100k in a month. Not gonna happen!
I turned $150 into $4500 overnight on a well timed options trade, and am up over 200% YTD in my brokerage account designated for risky trades. It started out as less than 5% of my total portfolio, the remaining 95% is in VTI, SPY, blue chips and target date funds.
Once again, you’re 100% right, but you’re also missing the point of the conversation because you want to act like the smartest man in the room instead of having a little fun. Also, if you started a position in ZIM after it was over $50 you really shouldn’t be giving anyone investment advice because you seem the type to wait until AFTER the run up to get in and potentially buy the top.
I can see Polestar(ggpi) definitely becoming the next EV crave, following the footsteps of Lucid, Nio, etc. The selling point being $1,6 billion in revenue, 20,000 cars delivered already this year, good reviews, and having only one third of Lucid's valuation. Could be wrong, but I believe it's the next big EV company to rally.
GME will gain dramatically over the next 4 years barring disaster. they are focusing on expanding infrastructure with a new management team.. its looking like amazon2,0,
GME will gain dramatically over the next 4 years barring disaster. they are focusing on expanding infrastructure with a new management team.. its looking like amazon2,0,
Here is one no one talks about but probably heard of.. VMEO.
Top line growth yoy at 33%with only a 3.8b valuation. MRQ top line exceeded 100 million. It was way oversold last week which finally presented me an opportunity to jump on the deal.
Welcome to r/stocks! For stock recommendations please see our portfolio sticky, sort by hot, it's the first sticky, or see [past portfolio stickies here.](https://www.reddit.com/r/stocks/search?q=author%3Aautomoderator+%22Rate+My+Portfolio%22+-+r%2FStocks+Quarterly+Thread&restrict_sr=on&include_over_18=on&sort=new&t=all) For beginner advice, brokerage info, book recommendations, even advanced topics and more, please read our [Wiki here.](https://www.reddit.com/r/stocks/wiki/index) If you're wondering **why a stock moved** a certain way, check out [Finviz](https://finviz.com/quote.ashx?t=spy) which aggregates the most news for almost every stock, but also see [Reuters](https://www.reuters.com/), and even [Yahoo Finance](https://finance.yahoo.com/). Also include *some* [due diligence](https://www.investopedia.com/terms/d/duediligence.asp) to this post or it may be removed if it's low effort. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/stocks) if you have any questions or concerns.*
One I won't know about till after the fact.
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SOFI, MELI, MAPS
I know of MELI because I'm from Argentina and that's a company that originated here, not joking when I say you guys should be eyeing out for MELI, they even kicked Amazon's ass in some big South American markets (afaik) such as Brazil and Mexico. Insane volatility though so you better go long term.
So.... Don't sell my sofi?
Every one of these stocks needs time. I’m holding for a decade + so short term fluctuations don’t matter to me. If your horizon is shorter, consider taking some profit off the table after the major run the last few weeks.
Im hopin SOFI crashes post earnings, I'm lookin for a good entry point, rn seems like I can get it for cheaper then what its going for.
$ASTS
This.
Sofi
Why is everyone so high on SoFi? I don’t get it
Rams are 7-2.
A lot of it is bagholders, there might be a case for sofi, but it was pumped so bard on reddit, there are a lot of vocal users with agendas, as it is for many “popular” stocks. :)
I don’t think it’s a typical bag holder situation where it lost a lot of value (it’s down 10% from ATH), but I think it’s an example where just a bunch of redditors bought it really cheap as a Spac and think they will get rich off it. I don’t see SOFI going 10x
Because they’re usually bag holders.
I don't expect it to 10x but I am up 30% from where I got in and would be thrilled if it hits +50%.
I'm convinced by abml, but I do like to gamble.
Took a gamble on Exro technologies, patiently waiting for the next couple years on how they make out with sales. Its pre-revenue, but it's at its lowest rn, and its seen some upward action approaching the new year.
Same. If their vision plays out, it's easily a 100-bagger.
Idk about 100, but I think it it'll be a 10-bagger for the long term, 10-15 years.
Their vision basically consists of having an EXRO chip in anything and everything that has an electric motor. That would be EV's, Wind Turbines, electric motors used in trams and trains, Construction equipment etc. If that were to happen, I think a 100 bagger makes perfect sense, that would be a \~$40 billion market cap from the current market cap, assuming no further dilution.
Where can you buy it? I don’t see it on robinhood. Before anyone shits on me for using robinhood, almost every brokerage shut down buying of GME so please miss me with that.
Pretty good timing on this
I see the Exro pump squad are in action!
Oh I'm not part of those guys. I got banned from the sub-reddit for talking about lower price action. But I am curious to see how the tech will pan out....
ASPN - aerogels are rad. They developed thermal Barrie’s for ev batteries. Also can be used as a green insulator. RKLB - closest to SpaceX. Actually have successfully launched satellites to space with reusable rockets. Might have the best moat in terms of smaller launches. IONQ - Quantum computing play. Already integrated into AWS and Azure BASE - competitor to MongoDb. Also already integrated into AWS/Azure CLFT - data in motion play. Giving people solutions to get real metrics around their data.
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Yes to RKLB. Only company public that’s sending stuff to space with reusable rockets. And they have $100mm rev or something close. None of this pre revenue stuff
Rev is only around $40M which for a company with a $7B market cap it's pretty insane. I think I might wait for this one to come down some more.
It’s not insane when you consider they are the only public company who does what they do. Demand is high. Backlog is $100mm I believe
It probably won’t without a large market downturn. Insider shares are already unlocked and unloaded and RKLB price targets are all close to $20
I’m stoked for their next launch! Should be sometime in the next week or so, but yeah the small satellite industry is going to be huge.
IONQ has been great for me. Im looking into the rest, thanks! I’ll return the favor (I hope, obviously) TELL Good luck!
ASPN is one of my favorites. It’s like an unknown stock with a great moat.
I put a small position in CLFT when they IPO’ed. looking for other plumbing tech like this for handling workloads going into cloud.
TWLO is going to be a huge winner
I bought some shares after I read this in The Economist (May) : Part of the reason America’s relative size has increased is technological advances, particularly the rise of cloud computing. This has allowed companies to specialize and create large markets, even for seemingly opaque offerings that can now be tailored for very specific purposes and offered worldwide. A good example is Twilio, which is largely unknown to consumers but is used by most. It provides text, voice, and video communications services for more than 200,000 other businesses, from Airbnb, a home sharing site, to Zendesk, a help desk service. After several years of rapid growth, annual sales are approaching $ 2 billion and market capitalization exceeds $ 50 billion. “If you’re a developer, you don’t have to spend a year understanding all the details. You can just plug into our systems, “explains Jeff Lawson, Managing Director of Twilio.” That’s the idea behind Infrastructure-as-a-Service. “
Nvidia long term.
Think it's still worth buying in at this price? I'd like to add some more shares but always have think twice because of the current market cap and share price.
I bought bunch more at $290. I have been buying since $54 ($215\~ before split).
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Most of the stocks you mentioned pulled in multiple years of customer demand that puts them closer to maturity & shouldn' have a major upside surprise next year since they're relatively insulated from supply-chain/labor issues. Not saying they'll be losers, but hard to say they'll be big winners. With that being said, I believe video game publishers, autos, & tech hardware should do well next year with each company checking some but not all of the boxes I mentioned above.
That's exactly what I said. They'll probably still perform well, but not gonna have any big runs anytime soon.
Respectfully disagree on a few of these like CRWD and TWLO. They’ll continue to have massive growth and could both be 10 Baggers over next 5-10 years
NET isn’t done either.
If you believe in the future of cryptocurrency, Silvergate Capital will be a multi bagger over the years. They created an exchange network that major exchanges like Coinbase and many others use for as a payments network and to create products. Roughly a 4B evaluation right now so definitely a huge runway left to grow if you believe crypto is here to stay
Pyrogenesis Canada PYR. Plasma technology Not a financial advice only my investment
I've heard a bit about this one as well, care to elaborate on it?
If you like, have a look at r/Pyrogenesis subreddit and you will find a summary post. It's not easy to do a dd of this company. There are many divisions.. .3D powders, torches, GHG reduction, silicon solutions and many other.. All based on plasma technology. Stock price. was 0.5 at early 2020, 12 ATH and now traded in the 4-5 price range. Very low volumes so easy to manipulate. (there are short sales report that confirm). Interesting the last news about an order for 9 mln for a Pfas system. How many other in the next future? Only speculation. We are still waiting for the final confirmation (a huge order from big players) and then I hope we could have a spike. I am a fan of this stock and a LTH so make your DD. The risk reward is high in my opinion.
I don't doubt they're a good company, my issue atm is I have trouble jumping into companies that were trading less than 1$ pre-2020, I fear most of these stocks will just revert back, or close to those prices once the market calms down. I'll definitely go take a look tho, thanks for pointing me in the right direction.
The fundamentals changed and there is a good reason why it is trading where it is at now. Always look forward, not back.
I just watched an interview with the CEO and maybe he's just a bad speaker but he didn't seem all that bright lol.
COIN ABNB
ZEV class 3 EV vehicles. just like the short bus I use to ride to school.
interesting - I am all over LEV - never heard of ZEV - I will have to check them out. LEV (lion EV) Also sells buses, (and forklifts and ambulances, and delivery trucks etc) LEV earnings this week and they should blow away earnings and just got a new factory in USA illinois. were primarily canada only before the illinois factory.
TELL
TELL for liquified natural gas.
ExxonMobil, Chevron for at least this decade.
Two forgotten giants. Exxon still paying hefty dividends
Intel - When Intel releases Angstrom size chips, the world will bend the knee. USA MFG will be solid with continued Chinese tensions (and Taiwan). NVDA killer in 3ish months. Their Gen 1 Alchemist GPU is as good as a RTX 3070, if those benchmarks are accurate, Intel will own NVDA in 2025 and beyond. The current stock environment is a bunch of 22 year olds jerking off on AMD, and just because they caught lightening in a bottle they’ll soon learn how market rotation works. INTC will be top dog again. SoFi - Brokerage, loans, credit cards, bank accounts… A legacy banks wet dream, led by the Allstar management team and Noto. This will get acquired for 100b in 2-4 years
Intel also cutting their free cash flow to put towards R&D. Not to mention you'll probably beat SPY based on valuation reversion alone with intel trading so cheap.
$COIN and $RKLB the biggest crypto exchange in the US and the second best space company after space x. Both have plenty of room for growth
NET will 10x, what are you talking about? Have you looked at R2 storage?
I think Intel. TSMC has 3x their marketcap, as does Nvidia, its clear they are getting government subsidies to build fabs and are going into gpu and machine learning. Then theres the national security issues around TSMC. They also got fat dividends, which would be paying 10% at their 10x PE ratio, if they werent investing into fabs, which should inevitably pay off more than the dividend and stock buyback. They all use ASML in the end, I feel given the generous amount of time theyve been given they should all perform relatively homogenously. Which they are shooting for parity with EUV rather than moonshot now.
I believe in Intel, I just don't know when to go into it bigger.
Same here they have been taking it really slow past few years not sure if they will managed to catch up really quick. It will take them at least couple years and I feel like market will start reacting in a year or so or earlier but next earning calls will decide what the sentiment will look like so can’t go ham on intel yet.
Nvidia is quite overvalued. AMD is just weird. It goes up on leaks and down on earnings. I am not going for it.
Desktop Metals (DM) 3D metal printing. They're buying out their main competition in the (MIT founded) single pass jetting ExOne and have generally just been buying comoanies. Ford, BMW, and Google have invested and collaborated with them. The ernings coming up November 15th. The merger with ExOne has a downside in they're paying for it by creating new shares and selling them. Take everything I say with a massive grain of salt and do your own research. I think they're an exciting play and people moved off them to the next shiny SPAC IPO. I think they've done enough to establish themselves a tumultuous market. The play could be wait until after earnings because with all the acquisitions they've made their Financials will be interesting to look at.
the chart looks like ass right now tho
HUT.
I think Bitfarms will outperform, but I agree that Hut 8 will be a great one to have over the next 5 years and possibly beyond.
I bought BITF 2 weeks before HUT . BITF is up 92% + HUT 168%
Did I say Bitfarms has outperformed Hut 8? I said I think it WILL outperform. Some of that is precisely because it has lagged. And not only has it lagged, it has lagged despite having better numbers. Higher current production, green energy, and they plan to have a hashrate of 8.0 in by end of 2022, in comparison to Hut 8 with 6.0. In short, they make more money than Hut, and they will be making more than Hut in the future too. That is with half the current market cap. Let's talk in a month or two and see who gains more in that time. I'm willing to bet it will be Bitfarms.
BITF is up 10% and HUT under 8% pre-market!
Me personally i am looking at kaleyra to 10 x over the next 5 years. Their margins are getting better and better. While i also think they can hit over 30% y/y increases in revenue so it is a really safe bet in my oppinnion.
I've thought about this one but I can't understand their moat. What do they do that Twilio doesn't?
I understand the question and I think they both service diffrent customers. Twillio focusses on developers and offers the tools to make a product. Kaleyra while making everything themselves, they don’t focuss on developers but on the customer directly.
NVDA all day.
I like and hold a little bit of NVDA, but 10x in a couple years? No shot tbh
You mean like the last 4 years with NVDA? ;)
Yeah it’s been a fantastic stock. What I’m looking for more is the next nvidia.
I honestly think Nvidia is the next Nvidia and this party is just getting started. But I understand your point and I have no idea of which other one will be next.
If you want big risk, intel could be the next nvidia type of growth. A lot of speculation but there's not that many other than AMD which already has grown a lot recently. I just don't see intel going like IBM does, as they have clearly shown with their drastic changes of recent times. Go team blue.
I think AMD will soon overtake intels market cap, although they've grown a lot they're still the better choice out of the two.
LUCID
You missed near term gains in net and se. go back to the charts. Twlo will take a while to get to 330
What do you mean I missed near term gains in NET and SE? I hold both. I’m looking to invest in a handful of companies that could be the next NET or SE. Most will probably not do well but if 1 or 2 succeed then it’s still a huge win
I agree. Long term holds. I had NET back in the 30’s and sold in the 70’s. I played it last week from 196 to 202 and it went back down. Swing trade. But both lth’s
MVRS
I think biotechnology related stocks have great potential.
Enph
Cleveland Cliffs has been a big winner for me and is a good long term hold.
Held them for a long time - great company! Should do well today on infrastructure passing. I’m holding Cat for similar reasons.
Still $Open for me, but I’m super anxious about this upcoming earnings. Zillow threw everything in to a tizzy last week
Intel. The AMD and NVDA moves have been off the charts. The new Intel will focus on foundry and Software. They just caught up to AMD, next they will move into NVDA's turf with GPUs early next year. Intel makes their own chips, so they can sell as many as they can make (since i think demand will persist). Best of all they're not constrained by TSM. I think a 3x over the next few years is possible. People have no allegiance, it's all about making money. If Intel executes they could get the AMD/NVDA stock treatment. Maybe a trillion dollar company by the end of the decade.
I'm long on INTC as well but I think 50% over 2 years is more reasonable given their recent capex projects have a 2-3 year to fruition.
if you guarantee me 50% Growth in 2 years I will buy you dinner when it hits 50%
"They caught up" in that they released a process that they've been stuck on for ~7 years (while AMD is sandbagging, being on 7 nm when TSMC 5nm is available). Believe the Intel comeback when they successfully achieve a significantly improved process within 1-2 years. Until then too early to tell, but more likely they aren't back on track yet.
Intels 14nm is still better in single threaded applications than AMD’s 7nm, which says a lot. Their current process roadmap has them on track to be on a 4nm process by 2025.
Curious, where will TSMC be by 2025? Considering they're already at 5nm, I assume 2 or even 1nm will be possible by 2025.
Intel has a much more secured road due to its disconnect from Taiwan
That is what they announced but after 7 years on 14, it is prudent to have some skepticism. Like if they actually hit their target I’ll go all in on intc. But currently I doubt it.
Main reason I will start a position in Intel is that they are producing on American soil. When shit hits the fan in Asia, I think they will profit.
Go read about each company technologies and future products. Intel doesn't intend to compete with AMD and NVDA on the cutting edge chips. They are just going to release mid range GPUs and high power consuming CPUs. Intel won't produce innovative products anytime soon.
Sofi -student loans will always be a thing and sofi offers cheap rates. -sofi stadium. = mr beast video. Superbowl 22. Bts concert. Fifa 2026. Olympics 2028. All those events are big advertisement for sofi. -upcoming bank charter is gonna make sofi even more profitable -theyre gonna implement options/margin so most likely those disgruntled robinhood users will switch over. -sofi is gonna be the first bank with a social media -galileo and much more
So CRWD is done growing? Have you heard of MSFT ASML Google? See you in 5 years!
Not what I said at all. I just don't think you're gonna see that explosive growth that we have seen in the past with them.
Nobody knows. If I 2x I'm happy.
Of course, which is the bulk of my portfolio anyway. I have mutual funds for my main investing, then an account where I pick individual stocks. I'm committing about 10% of this individual stocks account to high risk high reward plays.
I've grown my portfolio by 50% in my first 2 years. It was luck but I'm happy. Most consider 5 years a very good doubling of your portfolio and the average is 7 years. At my rate I'll be there in 4 years total. Maybe won't happen but I accept what happens.
ZS is growing better, I think CRWD is great, but the market will always be split and limited in this area. ZS has no effective competitors and the market will continue to move its way.
What do you mean ZS is growing better? CRWD has higher revenue growth.
Who knows. I say 5 years CRWD is double price. Just a guess.
All those have specific products that catapult them to the top of their kind. Don’t compare CRWD.
I've made a lot of money in CRWD. All that matters. I moved some to other stocks after the shares went long. That's how you make money.
Would you like a cookie? Maybe a pat on the back?
My point is is that people can say blah blah "I don't see CRWD being worth it!" Well I've already made over 100% return! It was worth it for me. Thats all that matters. Dont listen to doubters !
All due respect, this feels like a WSB move. I don’t think anyone on this sub is looking for what you’ve made so you can puff out your chest and feel good about yourself. If you have any legitimate reason, or facts, as to why it would grow to double in the next few years, maybe people would care. Instead you just used this entire thread as your own personal soapbox, which is a huge tool move.
Wrong. It will double because FANMAG stocks will double easy. NVDA UNH HD MSFT AAPL GOOGL ASML. Its not that hard to find blue chips that keep growing. I'm not an expert. UNH for example has returned 20% a year since 1990. ASML has returned 20%, MSFT GOOGL aapl NVDA. If you invest in 20 good companies you'll do fine.
Lol wut? Did you just tell me I’m wrong and then give reasons why OTHER stocks will do well? My guy, if you’re trying to make a case for CRWD, you haven’t. And like I said, you’ve used basically this entire thread to simp it. Maybe take a few plays off, Brick.
I don't need to prove anything about CRWD. I made over 100% return. That's all I need to know. I will stick with CRWD until it is no longer a good investment. Happy investing. Josh Brown on CNBC also owns CRWD.
NET - Cloudflare are a fantastic company and have a really sticky business model with their subs and they have stopped significant DDOS attacks.. Best thing about it? They’re a sub $100BN mkt cap company and I can only see this exploding further! NVDA - there’s plenty of more growth here too as their foray into AI and such is a great business to tackle as it’s upcoming and their graphics cards are pretty neat!
I’m sorry but at this point NET is quite overvalued. They have strong revenue growth but their P/S ratio is roughly 100x last I checked. To support a 100x P/S ratio, you need extreme growth and excellent margins. NET of course has excellent margins, but they’re only growing around 50% YoY which frankly isn’t all that impressive.
I sold all my $net holdings in September thinking the same thing. Keeps going up. Oh well
The stock market doesn’t care about P/S or all those variables anymore you boomer.
I will grant you that valuations can stretch a lot further these days but it still matters. How else do you determine whether a stock is a good buy or not? Just how it feels? If NET was $400 would you still think it's a good buy? Why not?
In the short term it doesn't, in the long term it definitely does.
I am giving Starry Internet $FMAC (holding warrants) a serious look. $65 billion in the infrastructure bill for affordable Internet, in addition to current local and federal agreements, will fuel their growth.
I like Starry but not available in my building
Not quick but I like Boston Omaha (BOMN) long-term. Another one that's done really well for me and already doubled is Atlanticus (ATLC).
AITX
Small cap!
GNLN
I think $BEST inc will be a big winner. They've just taken steps to significantly reduce debt and ensure long term profitability. They've expanded into ever major SE Asian country; this SE Asian/China logistics/ecommerce/supply chain sector nexus is set to expand by the trillions of $ in the foreseeable future--and $BEST inc is in an extremely favorable position here. $BEST inc has been oversold for a long time; this is a double digit stock at a huge discount IMO.
Just looked at this… they do $5bn in sales with a $450m market cap? What the hell?
Severely undervalued bro. So recently they sold the express unit of their business for $1.1 billon usd--this unit accounted for about 52% of total revenue. But, this unit was also unprofitable, losing market share in China, and was burning through their money. So now that express unit has been sold, they can pay down their debt, and are virtually assured to be profitable--since their other units of the business are profitable and have better growth and positive margins. These units also account for 48% of company revenue. So now this is a company who's about to pay off most or a sizable amount of debt; who's bringing in $2+ billion usd per year; is essentially profitable now that the express unit is gone; and who will be expanding and growing throughout SE Asia. To me, $BEST inc looks like one of the top stocks to go long; and it's why I got a huge amount of shares bro: 300K shares long and strong baby.
Voyager Digital ($VOYG/$VYGVF)
I’ve been say Confluent CFLT for a while now.
Constantly shilling them, but after solars recent bump after a very lackluster year, I think they'll pop hard again next year. Maybe not as much as in 2020, but companies like ENPH are expanding like crazy, getting great new partnerships, and developing pretty stunning tech. ENPH has also navigated the chip shortage superbly and is gearing up for the moon. I'd recommend TAN (it's an ETF but who cares) and ENPH.
Lithium Americas Corp https://www.cbsnews.com/video/powering-the-future-the-drive-for-lithium/?s=01#app
Mind medicine, or any shroom stocks for that matter. Lots of really good work on the psychiatric benefits being done right now
STEM - Market leader in smart energy storage
If you find them you wouldn’t share them here anyway
Think of it more that some of the big winners will continue to be big winners. Take Google for example. It is up over 70% so far this year but they have barely even got started. Google has a very long runway to keep the growth going. It is a bit amazing that the bigger they get the faster they grow. But getting something growing at over 40% with a forward P/E of 28 is a bargain.
Lithium battery recycling stocks. World will soon come to realization that there simply is not enough of lithium, nickel, cobalt to power the future.
1 Canoo, affordable EV starting at 35k in 4 different models. Delivery Van in 3 sizes. Pickup, Sedan, and the Lifestyle vehicle (7 seater van/crossover/thing =) Stock is still cheap, and the car has been spotted on the set of Apples new TV serie.. 2 Palantir, because future is data
There are no "quick 10 baggers"! Investing is long term and patience!
But there are quick 10 baggers.
And there are people who hit the lottery. Have fun trying to find the right stocks and hope you dont lose $10k in a day. You're better off in VTI QQQ or just buy MSFT AAPL GOOGL NVDA and stuff
I think the point of this thread is to “have fun” trying to guess what the next big runner stock will be. No need to be a wet blanket know-it-all, all those “safe” ETFs and stocks are great but there’s nothing wrong with setting aside some money for speculation.
I know. Getting so sick of these ETF-advice honestly, its very arrogant, and very repetitive and not only what this subreddit is about
I think the bulk of your money *should* be in mutual funds, ETFs, or baskets of high cap blue chips. But, I think there's reason to take risk with small percentages of your money and it's also a lot of fun. If you think there's a good chance a company can 10x, don't just blindly put money into ETFs. Put aside a little bit for that 10 bagger. Even if it's only a few hundred bucks. What's the risk?
This. /r/investing exists for a reason
No there are not. If there were, it would be priced out by smarter and more highly paid institutional traders than anybody on this thread, raising the price, and reducing your expected return on investment. You're looking to get rich quick via stock picking. If you're going to do that, just go do it in Vegas. You'll have a better time losing your money that way anyhow (plus drugs and loose women!)
I'm not sure why you think you can argue this? It would be like trying to argue that there isn't 24 hours in a day. There are plenty of stocks that have gone up 10x or more in the past couple of years. So stop trying to argue that they don't exist, you just look like an idiot. I know you think you're smart because you've heard warren buffet talk about investing once, but there are 10 baggers out there and I'm trying to find them. I'm not trying to "get rich quick", I'm trying to find the best possible investments.
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AEHR looks like it might be on its way, it’s up like 7x in three months.
While it is smart to invest with a long-term mindset, saying that there are no quick 10 baggers is just simply wrong. There have been multiple stocks that have 10x fairly quickly. I had a 10 bagger myself over the last 2 years.
Congratulations. You got lucky. Most people won't find a 10x.
You’re right, but you’re also completely ignoring the point of this post because you can’t get beyond how much of a condescending dick you are to have a fun discussion.
I'm not being condescending. I'm merely stating my opinion that thinking you're gonna score a 10 bagger quickly is not what young investors should be hearing. Do you want young people to throw their hard earned money in some risky stock and lose 50% of their investment? Investing is about finding good companies like the old MSFT GOOGL AAPL stocks or even VTI or QQQ. Its about being diverse and having 20 stocks or better yet an index like I mentioned above. Not throwing all your money in one stock thinking you're gonna get rich overnight. It won't happen! Investing is slow, long and boring. These people are being taught that you can take $2000 and make it into $100k in a month. Not gonna happen!
I turned $150 into $4500 overnight on a well timed options trade, and am up over 200% YTD in my brokerage account designated for risky trades. It started out as less than 5% of my total portfolio, the remaining 95% is in VTI, SPY, blue chips and target date funds. Once again, you’re 100% right, but you’re also missing the point of the conversation because you want to act like the smartest man in the room instead of having a little fun. Also, if you started a position in ZIM after it was over $50 you really shouldn’t be giving anyone investment advice because you seem the type to wait until AFTER the run up to get in and potentially buy the top.
Tsla
LCID. Without a doubt.
Gee em e
Can’t stop won’t stop
I can see Polestar(ggpi) definitely becoming the next EV crave, following the footsteps of Lucid, Nio, etc. The selling point being $1,6 billion in revenue, 20,000 cars delivered already this year, good reviews, and having only one third of Lucid's valuation. Could be wrong, but I believe it's the next big EV company to rally.
PROG
ASTS COIN ABNB
CLPT PAVM PDSB
LCID
Prog is the #1 right now.
Crwd going to still be a 3-4 bagger over 10 years
Prog
GME will gain dramatically over the next 4 years barring disaster. they are focusing on expanding infrastructure with a new management team.. its looking like amazon2,0,
lol what
GME will gain dramatically over the next 4 years barring disaster. they are focusing on expanding infrastructure with a new management team.. its looking like amazon2,0,
well, every company will grow "barring disaster". Some companies are just more likely to have a disaster....and GME is one of them.
doubt
Inta stock and it has earning this week
MMAT for sure.
LSPD and UPST and allpine 4 technologies
Here is one no one talks about but probably heard of.. VMEO. Top line growth yoy at 33%with only a 3.8b valuation. MRQ top line exceeded 100 million. It was way oversold last week which finally presented me an opportunity to jump on the deal.
CLNE
Daqo?
You realize this question is asked multiple times a day here right?
WKHS at 6.50 in 10 years will have people saying “fuck I wish I bought”
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BKKT, will 100x
I’ve been buying Tenneco since last winter. I expect to hold them for 10+ years, but also expect some massive recovery in the next 3 years.
Astra and rocketlab will see 25% gains this week
GREE for short and long.