GBA PRESENTS- the public games

Discussion in 'Stocks' started by stonedinvestor, Jul 22, 2024.

  1. #2211     Aug 27, 2024
  2. vanzandt

    vanzandt

    ya know... all the bs they put in an i-phone... that off-the-shelf calculator sucks. There's no memory key. (store function) And they could shrink the numbers and not use scientific notation. Maybe that's in the settings. Still no store function though. I mean thats basic stuff. I'll send Tim a note.

    Something in these numbers doesn't add up.
    I'm showing a non-gap loss for this fiscal year of -.06
    Forecast was supposed to be +.04

    Hmmm.

    Take $24.70

    Readers made $1 on the way down, .70 on the way up ----> 6.8% in 33 minutes.
    Thank you Van!
     
    #2212     Aug 27, 2024
  3. vanzandt

    vanzandt

    Reverse engineering the analyst estimates, it looks like the analysts were expecting a +1.5% operating margin for the year. They are forecasting -3% to -5%, so ~non-gaap loss of $0.078

    Obviously those headline margin improvements they are trumpeting were priced in, and it looks like their guidance for the full year is actually a whopping 4.5% below what the analysts were expecting. (-3% vs +1.5%)

    I dunno... If it momentarily gaps up tomorrow morning, anything around 26.80 should be a good short. Or take it now and use a $25.85 stop in case my i-phone calculator (or me) is wrong.

    S ---> $24.89 as I type.
     
    #2213     Aug 27, 2024
  4. vanzandt

    vanzandt

    Comparing where the VIX was in the week preceding NVDA's last 4 earnings reports, if you average out the last 5 days on the VIX we are currently elevated about 2+ points compared to that historical data. So it will be colorful. Not sure on the direction yet, 5510 SPX on the downside, 5731 on the upside. Which would a top until late October imo.
    If I had to guess, I'd say up.

    https://www.elitetrader.com/et/threads/gba-presents-the-public-games.380376/page-187#post-6009412
     
    #2214     Aug 27, 2024
    GreatCamel likes this.
  5. GreatCamel

    GreatCamel

    Thanks Van

    been keeping on that top number
     
    #2215     Aug 27, 2024
  6. vanzandt

    vanzandt

    HEY LIZARD KING!!!

    I must have missed this post, I just saw it though. ES futures closed at 5643 today.
    126 points!
    The children Stoney!!!
    :mad::mad::mad::mad::mad::mad::mad::mad::mad:
     
    #2216     Aug 27, 2024




  7. Ambarella up 18% at $62.04 after Q2 earnings beat, above-consensus guide 16:10 AMBA
     
    #2217     Aug 27, 2024




  8. Ambarella sees Q3 revenue $77M-$81M, consensus $69.0M » 16:09 AMBA :thumbsup::thumbsup:
     
    #2218     Aug 27, 2024
  9. I'm just about done with this name.

    Leonardo DRS awarded $117M production order for family of weapon sights » 16:00 DRS

    It's in an IRA but annoying AF anyway. Just won't take off.
     
    #2219     Aug 27, 2024
  10. Lot of Viking buying going on. CNBC guy said it was the move...

    Also Cramer admitted he had sold some Palo Alto even as he recommended it and he is HIGH
    on ON. (the shoe company)
     
    #2220     Aug 27, 2024