Jump to content

stevenh766

LP Member
 View Profile  See their activity

  • Posts

    411

  • Joined

  • Last visited

 Content Type 

Posts posted by stevenh766

  6. Anyone looking at investing in Facebook Stocks?

    in Off Topic

    Posted

    On 3/1/2018 at 11:41 AM, escobar said:

     

    :icon_thumleft:

     

     

    I wish I could see another 20-30% in 24 months, but I think at almost a $150B market cap, it's not going move that quickly anymore.

     

    I do love Shopify though. :icon_thumleft:

     

     

    On 2/28/2018 at 9:22 PM, stevenh766 said:

     

    I love to hear that. Its been a fun ride.

     

    I'd love to see another 20% or 30% from here, but I don't see how it can sustain one or two more good news / earnings beat runs. There is some big long term growth potential, without doubt, but its going to take a few years to grow into this pricing and the first earnings miss or even earnings MEET will be punished heavily. I'm really just waiting for my newest shares to hit LTCG at this point. This one last product / pricing announcement may be the end of the road for me for the near future.

     

    Cheers!

     

    To memorialize Nvidia crossing a $750 BILLION market cap today I just wanted to chime in and say GAT DAMN we were wrong.  I hope you stayed in it, but I tapped out somewhere around the $280 (pre-split) range as we bounced off the pandemic crash.  I have some family members that are still holding and very glad they did.  

  7. Anyone looking at investing in Facebook Stocks?

    in Off Topic

    Posted

    As you might recall I started buying NVDA after you mentioned it way back in July '15 and have been adding to my position on the pullbacks since.

     

    I love to hear that. Its been a fun ride.

     

    I'd love to see another 20% or 30% from here, but I don't see how it can sustain one or two more good news / earnings beat runs. There is some big long term growth potential, without doubt, but its going to take a few years to grow into this pricing and the first earnings miss or even earnings MEET will be punished heavily. I'm really just waiting for my newest shares to hit LTCG at this point. This one last product / pricing announcement may be the end of the road for me for the near future.

     

    Cheers!

  8. Anyone looking at investing in Facebook Stocks?

    in Off Topic

    Posted

    The bad - Ive heard there is someone making a specific miner chip that will blow GPUs out of the water, and will normalize card prices. That's not bad unless you own the stock though. ;)

     

    100%, and I understand that if/when this happens the second hand market may end up FLOODED with high-end cards. I sort of hate that this company is so tied to crypto now, but will move-in for the quick play if the opportunity presents itself (likely through options, as well).

  9. Anyone looking at investing in Facebook Stocks?

    in Off Topic

    Posted

    I sold 50% of my position at a touch over $100 (I'm an idiot) and bought back 50% of that around $123. There will be ups and downs with a high-flyer like this, but I'm a believer in their long term vision and opportunities. I think I said I'm not a seller until a $100bn market cap somewhere earlier in this thread, but their story has only gotten stronger and now I'm looking more towards $150bn.

     

    Now that we've hit and are hovering around the $150bn market cap number, I figured I'd poke my head in to remind everyone how fcuking smart I am and see if anyone else has thoughts on the stock. We seem to have been stuck at this $250 price for a little while so either excitement is waning or reality has set in that these pricing levels are absurd. I still think we have room for one more push in pricing. As I'm sure plenty of you know, cryptocurrency has been a HUGE demand driver for both Nvidia and AMD over the last 12 months and third parties (BestBuy, Microcenter, NewEgg, etc) are in a windfall situation where they can't even keep the cards on the shelf even when pricing them 50% - 100% over MSRP. My hope for the next leg up: Nvidia typically announces new products at their GTC conference (coming up at the end of March) and the timing is right for the next generation of consumer/gaming GPU's to show up. These will undoubtedly receive the same or more demand than the current generation of cards. The company would be OUT OF THEIR MIND if they are not raising prices to get in on some of this crypto-action and provide some big, big profit margin upside to their largest revenue generator. I'm down to ~1/3 of my original position, but I will be looking to buy on dips leading up to the conference.

  10. Urus

    in Archived Content

    Posted

    Just spotted two with manufacturer tags in the wild in the Wash Park neighborhood of Denver. I'm not certain, but it looked like there was a manufacturer tagged Cayenne leading those two, as well.

  11. Construction Defects -- New Build

    in Off Topic

    Posted

    I work in development for a living and just did basement / bathroom in my personal residence. My advice: Unless you "have to have it now" wait for the market to slow down so you can get qualified subs. Finding the right skilled labor has been as much of an issue on $20mm jobs as it was on a $100k job. There is simply so much demand out there that people can pick and choose their work, perform a shit job, and move on to get in line for the next.

  13. Ace's Movie Reviewz - The Dark Tower

    in Off Topic

    Posted

    I don't know much about this but I was told that the book ties in many of King's other stories. Is that shown in this movie?

     

    King wrote two of my favorite books (The Stand and 11.22.63), but I couldn't even get through the first book of the Dark Tower series. My understanding is that it does reach across a few of his other novels and explains who Flag is, etc. Lots of people consider it his best work, but I just could not get into it.

  14. Severe Weather Stories?

    in Off Topic

    Posted

    Hurricane Andrew. I was a youngin', but I remember the last of the shutters going up and the garage door being the last to close before it was total darkness, minus flashlights, going forward (and for about 2 months after). The sound of the wind screaming around the house was terrifying as a child. Our house was fine, but when we opened it back up it was absolutely bizarre with every piece of vegetation stripped and fences down all around. I was in Coral Gables so we didn't even get close to the worst of it. Our family members 7-10 miles south lost their roofs and had to ride out the storm in closets or bath tubs.

  15. Anyone looking at investing in Facebook Stocks?

    in Off Topic

    Posted

    Played out by now?

     

    I sold 50% of my position at a touch over $100 (I'm an idiot) and bought back 50% of that around $123. There will be ups and downs with a high-flyer like this, but I'm a believer in their long term vision and opportunities. I think I said I'm not a seller until a $100bn market cap somewhere earlier in this thread, but their story has only gotten stronger and now I'm looking more towards $150bn.

  18. best cities in the country to live in

    in Off Topic

    Posted

    I don't disagree. Where I live though is somewhat isolated from that shit, my neighborhood and neighbors have remained the same for decades. It is what it is, still far better than the rest of Florida imo.

     

    No doubt there are still some great pockets in the city. I grew up in the Gables and there are areas along Old Cutler that are absolutely stunning. Unfortunately, the cost of getting your foot in the door in those neighborhoods is ~$3m+ at the moment. The Miami long-timers I know that still love the city spend their weekends out on their boats and away from the madness and I get that. I was just never the one for the water.... or headaches of boat ownership :)

  19. best cities in the country to live in

    in Off Topic

    Posted

    MIAMI.

     

    Its the perfect place for some people, but I was born and raised in Miami and have left. My parents were born and raised in Miami and have left. Just about everyone I know, young and old, has abandoned ship over the last three years. The city has just turned into too much of a place that is focused on foreign wealth and flaunting money for us to care to be part of any more. Everything that had charm and made it feel like home for us has been bulldozed and turned into a sushi restaurant or 'ultra high-end shopping experience'. Sad to see it happen, but I'm sure the same story is being told in cities all around the country.

     

    I just moved to Denver and love the place. Its a growing city with plenty of opportunities and you can drive ~1.5 hours west and be in the mountains on any given day. Housing is a bargain when compared to the coasts (I'd probably have my teeth punched in if I said that around some of the natives, but its true). Great balance of work/live/play.

  20. 2018 GT500

    in Off Topic

    Posted

    Still a FWD *platform* based on what standard Focuses are, and probably isn't a 90/10 rear wheel bias AWD split like an exotic.

     

    http://oppositelock.kinja.com/heres-how-th...orks-1683508180

     

     

     

    Remember, people are comparing this car to legit RWD sports cars not other hot hatches.

     

    Try again.

     

    Huh? It can send 70% of power to the rear wheels. That is a an AWD car. Where is it stated exotics need to have a 90/10 split? And what exotics do have a 90/10 split? Even the Aventador will only go 80/20.

     

     

×
×
  • Create New...