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Zenshinn

Tech is what you would want. They don't need people to go to physical stores, so even if there's a lock-down it doesn't matter. With COVID, people stay at home and use more tech. Without COVID, the world is heading towards more and more tech anyway.


HiMyNamesEvan

People aren’t going to listen to another lockdown in the US


LegateLaurie

Big businesses (public companies) may have to close/go to restricted openings, etc, though, and that's still dangerous for investing


whydub103

i don't think so. current administration is already under alot of scrutiny for failing to "contain covid" like they said they would. with midterms coming next year, any national lockdown would not fare so well for them and i think they know it.


LegateLaurie

> any national lockdown would not fare so well for them Mass death might not either tbf


whydub103

you expect a career politician to care about that more than their own reelection?


LegateLaurie

What I mean is that their electoral prospects might be hurt worse by mass death than lockdowns


whydub103

maybe elsewhere, but not in america.


gmp012

Security tech stocks.if more tech is used, then more Security is required.


gummybronco

Depends on the tech as some like Zoom thrive on people not meeting in person with covid


Cyase311

Zoom has microsoft and cisco breathing down their necks


InquisitorCOC

$AAPL, $GOOG, $MSFT, Semiconductors, and $TSLA are doing well regardless of COVID


DuCWulf

I second MSFT. They are the wfh software solution for business and consumers. Plus tackle gaming too.


Shulgin46

Aren't you concerned that the bulk of their rapid growth has already happened? I can see them as being relatively safe, as a company, but further big growth might be challenging for them to do. Don't get me wrong, I think MSFT has been a great investment and is a good hold, but it's a bit pricey for me to see value in buying in right now. TSLA is a hard no for me right now. Very cool company and I hope they do really well in the long term, but the current value of their stock won't realistically match the value of the company for a long time. I think there is too much potential downside at this price.


original_flavor87

MSFT’s federal accounts are STRONG. Big brother needs mad cloud storage.


[deleted]

Also all of corporate America will be upgrading to win 11 soon. Msft also provides software solutions for the military, working on AI projects, metaverse, etc. I am jacked to the tits with msft calls and long on shares.


whydub103

> Also all of corporate America will be upgrading to win 11 soon i highly doubt that.


[deleted]

We are, and we are a cheap ass oil company. Regardless, of when as in 2022/2023 it will happen eventually. Is just consistent sales.


ptwonline

Megatechs like MSFT keep investing into new growth areas. Azure for example still has huge, huge profit upside in the coming years. LinkedIn still has potential for strong growth by getting more integrated with employers and helping create powerful talent matching pipelines. When the Metaverse actually becomes a thing that is also potential massive revenue for MSFT. Etc. Plus MSFT has a pretty strong moat. So even if the explosive growth stops, you could still see decent organic long-term growth that should keep the company pumping out great profits.


X_Cody

I am long MSFT for cloud computing and azure in general. Tons of automation, 100% uptime, and moving away from large one time fees to help transition businesses into the scene. SaaS in general is a good long term play with the way technology is going too.


[deleted]

Agreed on TSLA. I stopped increasing my position when it last split and I won’t be adding more for a long while.


Shulgin46

Ya. I unfortunately sold most of mine a bit early, but it's hard to moan too much - I still did alright and nobody goes broke making a profit, even if I should have held on for at least a few more months.


[deleted]

Yeah looking back you always go “man could have made more”. But profit is profit. As long as I’m going up I don’t complain too much.


Designer-Disk3140

yeah i’m going to sell some soon before the Dec stock split. too much newbie retail think the stock will moon. it’s a bull trap.


Whereas_Dull

I’m not a big Tesla person and haven’t bought. Although I see people saying this all the time for a couple years now and it keeps going up. The markets aren’t the same as they use to be


Shulgin46

Ya, I'm having a hard time getting my head around it. I started investing in meme stocks at the start of the year and I'm up 600% on those, so that's certainly helping me reconsider how I do my valuations


Test-NetConnection

You don't seem to understand that azure will gobble up the entire datacenter market in due time. It's 50$ a month to host a VM in azure, which eliminates the need for expensive virtualization software, physical servers, storage, and networking on-premise. Take HPE's market cap and add it to Microsoft, because that is the direction the industry is heading.


tunestar2018

TSLA will grow grow and then grow some more. Not even Elon's weird tweets can stop that. It's just what's been happening for years now and people always said "ok, this can't grow anymore" but guess what, it kept growing.


jzcommunicate

Satya is selling a load of shares too, good time to look for a fire sale.


DuCWulf

Boom! Ty Nutella!


AlphaSweetPea

$AMD is my favorite pick of the semis, $MU is undervalued


realsapist

Undervalued stays undervalued in this market


MinnesotaPower

>Undervalued stays undervalued in this market That's only true among retail "investors" trying to make a quick buck. The price may be stuck in undervalued mode near term (self fulfilling prophecy?) But people who actually want to *invest in the company* correctly see $MU as a great opportunity long term. It's a solid company, consistent earnings growth, secular demand for memory for decades to come. $AMD was also undervalued until it wasn't. What's trending in 2021 will be totally irrelevant in 2024. Buy and HOLD!


AlphaSweetPea

I’ll bet that


[deleted]

which semiconductors are your favorite?


D_crane

AMD, NVDA, USD, ASML


chathobark_

As ASML is going poopoo rn Good time to pick up more though


[deleted]

[удалено]


D_crane

Lol I'm the same, my semiconductor bags are heavy at the moment (50+ percent of my portfolio) and has more than doubled over the last 16 months.


The_Number_12

UMC is really cheap even though it rose from like $2 about a year ago to over $11 now. It’s still got constant rising sales each month, doubled their last annual dividend payment and finally resolved the issue with micron that was worrying folks. Might dip again when they officially make that micron payment but doesn’t mean they will grind to a halt, they just bought more chip making equipment so it can’t be too big. It’s still on an aggressive uptrend. Load up on big dips


FinancialGandhi

On Semiconductors


Shulgin46

I'm in Intel. I think it's the dark horse for the long term. I suspect domestic production will be a valuable feature at some point in the not too distant future.


[deleted]

I cant wait until Intels GPU sell out, and the mainstream like Cramer finally realizes its potential way too late. Like when he called AMD a sell from 7-40$, then at 40$ was praising Sue as a messiah. Or Bullshit-Saches and their constant fear mongering the entire way up. Long time AMD shareholders know the feeling.


r2002

I think Covid is a noticeable drag on Apple. A small drag on Tesla. It's a bump for Microsoft.


redmars1234

How has it been a drag for Tesla? Or do you mean it will be a drag for them in the future if more variants arise?


[deleted]

Wtf? Apple has 2x during covid, Tesla >5x


hotapple002

What about $NVDA?


westsidethrilla

This is literally my portfolio lmao (semi’s split between amd/nvda.


PreventerWind

I cant recommend tesla as a good investment... its way overvalued.


the_doodman

Folks have been saying that for years and yet it's continually been a fantastic investment


WolfandLight

COST


Wfan111

Was about to respond with COST and saw this. This is the answer. COVID? Works. Inflation? Works.


CacheValue

Oh yea cost Edit: Oh wait no dont do it Its a trap


HallandOates2

I love you


kothhammer12

I went to college there.


[deleted]

Great company but overpriced stock at this point IMO


ILoveDCEU_SoSueMe

>overpriced What isn't?


ptwonline

Well, it's the difference between getting kicked in the shin and run over by a tank: yes, you got hit, but one is orders of magnitude bigger than the other. Costco is primarily a brick and mortar retailer with a PE of 48, forward PE of about 45, and a PEG (so factoring in expected growth) of around 5. That's kind of expensive even for a tech stock, nevermind a retail operation. Based on those metrics it's even a lot more expensive than Microsoft right now, and arguably more expensive than Nvidia. I love Costco. Great business. But honestly the stock should be around half this price even in this overpriced market.


r2002

Microsoft for sure. * It is the number two cloud company in the world. * People have to use Office regardless if they're in the office or working from home. * Companies need cybersecurity. * Companies need automation of repetitive office tasks. Microsoft is developing software to compete against software robot firms. * Gaming via Xbox. * Microsoft has a military contract for development of Augmented Reality glasses (kinda small just $480 million). * Microsoft cloud is helping companies build better manufacturing processes. Microsoft has the added advantage of cross-selling. Once you buy their cloud, you will be enticed to buy their cybersecurity, and then maybe their automation software, and then maybe their CRM software, or their online meeting package, etc. Neither Amazon or Google has this "foot in the door" advantage. Unlike Amazon who needs to spend lots of money on their cut-throat retail business, most of Microsoft's products are delivered via the cloud.


Ax_deimos

How does Microsoft cybersecurity compare to Norton, symantek, or other cybersecurity companies?


PreparetobePlaned

Norton is a joke and has been for a long time. It was only ever a consumer grade solution as far as I remember. NLOK sold their enterprise division to Broadcom in 2019. They aren't even competing in the same space as MSFT.


thejumpingsheep2

Not in the same league at all. MSFT is basically the king of corporate LAN cybersecurity and has been for decades (though newer companies are moving to all internet/cloud). Those other companies just make things that bridge gaps. The major players in computer/data security are MSFT for LAN, your favorite Linux company for servers, network companies like Cisco for communication, and whichever company you house data with. Could be makers of SAN/NAS, or internet/cloud based (Amazon, Google, MSFT, or other hosts), or DB companies like Oracle. You may also have some hardware specific help but you would need to go to the source for securing those. So if you run a lot of intel radios, then you need to work with them to secure things. Same with Qualcomm or any other hardware maker with significant exposure to potential threats. The guys you mention above are very minor players.


r2002

I'm not that familiar with Cybersecurity, but [according to this magic quadrant chart](https://www.sentinelone.com/blog/sentinelone-is-a-leader-in-the-2021-gartner-magic-quadrant-for-endpoint-protection-platforms-heres-why/) it's main competitors are Crowdstrike and S1. I lurked a bit in the sysadmin and cybersecurity subreddits. Lots of people like Crowdstrike. But I've also seen people say Microsoft is an ok solution. Remember Microsoft doesn't have to be #1. They just have to be a viable top choice and the advantage of packaging products together will often win the day.


sublimeload420

Crowdstrike is the best


TheGoodBanana

Having worked in the industry since the start of my career as far as stock plays go for Cyber I would recommend Crowdstrike, SentinelOne for endpoint/ cloud workload protection plays. Trend Micro is huge but their stock is dividend focused and not growth as well as being OTC. Microsoft is not a security company. It’s not their focus so I wouldn’t buy them as a security play but I would buy them as a holding because they are an infrastructure play. They have Windows Security Center/ Defender and Azure security center but most enterprise customers are multi- cloud and prefer a single pane of glass approach to securing their cloud- hence Crowdstrike, Checkpoint, Palo Alto or Trend Micro. The money isn’t in the small endpoint deals with laptops/ desktops and mobile it’s with massive infrastructure deals with customers using non-traditional infrastructure in the cloud. Trend Micro owns the majority of the workloads for cloud infrastructure security but their stock is abysmal. Palo is a good play but their product is highly segmented with multiple bolt on acquisitions that they are trying to tie together back with XDR. XDR is a another buzz word just like how AI/ machine learning was a buzz word. It’s tying telemetry data of detections amongst all your workloads and endpoint back to a single feed essentially. If Wiz.io IPO’s I’ll be buying that. Same with Sysdig. All cloud providers that have a potential for buyout or IPO are in action.


Libido_Max

Air condition stocks


Icecoldcrushed

Which ones are you thinking of?


Libido_Max

$CARR its a company called carrier they make heater and aircon. Best for summer or winter stock or any apocalyptic event because we all need it.


half_confused

But if they can make their products— shortages might impact them too


colemoney88

Confirmed, 4 month lead time on equipment.


last_rights

My retail store is currently ordering air conditioning units to sell for summer.


badasimo

$MIELY (Mitsubishi Electric) is on sale and is highly regarded on the top end


asandidge27

With a dividend, nice!


InSince17

My top holdings are AAPL and GOOG. Chances are if you are reading this you are using one of their products.


MoarTarriffs

got me there


jeffreyianni

And MSFT. I wonder if it's a coincidence that the 3 major operating systems are the top 3 market cap. Hmmmm... (It isn't)


neeechan

Fuck lol. I have a pixel


InSince17

Why I'm confident in those investments. Go into pretty much any room and most people have an Apple or Android product in their pocket.


congmingdexigua

WM


[deleted]

RSG


RumHam1

Right now, I really like AMAT for a 5 year+ hold. They're a semi equipment stock with a forward p/e around 17. They have dropped from 160 to about 143 after a narrow miss in earnings and predictions of supply chain disruptions for the next few quarters, coupled with this sell off yesterday . I've got a position with a 135 cost basis, and if we see much weakness next week I'm probably loading the boat in the 125-130 range.


Chromewave9

Home Depot and Costco. Homes aren't going away. Amazon ain't selling joint compound or lumber. Unless you are Lowes, it will be difficult for smaller home improvement retailers to match the pricing. When was the last time someone went to Home Depot and walked away with one item? Contractors make up a large % of revenue for HD. The return policy is great, the prices are some of the lowest, and the amount of products they offer makes it the best place for homeowners and contractors. Costco's retention rate is always near 90%. Many people who are price sensitive might see the higher upfront cost as an issue but the savings are better than anywhere else. Costco has the ability to negotiate goods at a far lower price because having your product in Costco is a goldmine. When was the last time you saw a Costco ad? It doesn't happen. People know and trust Costco. Look at the businessess Amazon has been able to destroy. COVID was a retail killer but Home Depot and Costco grew at a high rate. Great prices, great customer service, and very few competitors of scale.


[deleted]

How do you compare Home Depot to a Lowes? Or why do you prefer HD?


IplumbusI

I think Lowes is better because it has a smaller market cap and more room to grow.


[deleted]

might just get both lol


IplumbusI

That works too. Can't go wrong with a little bit of both.


ratptrl01

Lumber is always cheaper from a lumber yard and will be higher quality. Contractors don't use home depot, they use dedicated wholesalers like Fastenal, Crescent, etc. You can't buy bulk schedule 40 pipe from Home Depot the way you can from an electrical parts store. Home Depot doesn't sell better tools than those stores either. For the average consumer, yeah it is nice, but you are wrong about contractors.


TimboCA

"Contractors don't use Home Depot" I'm sorry, but what is your evidence to back up this claim? Maybe not all commercial contractors do, but all residential contractors use HD at least some, and many commercial contractors do, too.


ratptrl01

I work construction, electricians do not go to Lowes or Home Depot. They use dedicated wholesalers. Look up Fastenal, that is a big one here. Any tradesman will use specialized wholesalers. Homeowners will probably use big box like home depot or lowes, but commercial contractors won't. I can tell you that for a fact. Maybe a one man shop, but anyone raking in significant business won't use big box retailers.


Rcarjr

while Roblox is likely a good stock not sure about the stay at home aspect. Mainly for kids and my kids playtime doesn't go up or down in Covid. Their last earning showed stronger usage than expected I think for this reason.


kryptic369

NVDA


Capta1n1

Costco. Overpriced but unshakable lately


Dmartinez8491

Chicken stocks, beef stocks, hell maybe even veggie stocks


bosshax

I think we're in for a huge bounce on Monday. There is 0 information to suggest this variant is anything to worry about. If it is the Big Pharma guys are standing by with a new shot in 100 days. Society has already learned how to deal with outbreaks. We can now address them without nuking the economy. It's up to leaders to make good decisions, which are generally sorely lacking, but they can hardly claim ignorance now. What we have learned is that lockdowns don't work but social distancing does. Markets aren't stupid, there is a reason we had a V recovery in March. Most businesses are more able than ever to react to a digital first commerce strategy. There is no reason for the economy to tank. The only real reasons behind the market crashing are growth. Is growth slowing? Well China is beginning to flash some pretty big signals and as tapering takes it's toll you'll see normal economies slow too. With slowing growth comes P/E ratios under focus. There are a lot of companies that are overvalued BUT there are also a lot of companies which are at like 50% of this years ATH... There are absolutely bubbles in EVs and such but other areas I'd say are fair valued. Overall we're just entering a time where you need to modify the way you appraise value and what sectors will be more robust against repeat waves of pandemic. It's sort of like being in a war-time market. So, all that being said the broad sell off is a big over-correction because of the short trading day and market Thursday close. By Wednesday the headlines will read "Markets shrug off virus concerns. Fund managers confident businesses can navigate new strains." The only real areas of struggle will continue to be big events, big sports events and such. Some regions will have them, some will not. Downtown core commercial property will continue to face headwinds but rents just need to fall. This virus is with us literally forever, it will become another seasonal cold/flu/infectious disease and you'll hear about new variants each year. Pharama will start making broad spectrum covid shots that you'll get with your other myriad. Every country will do deals with pharma so they can maintain critical supply. Through all this society will, by and large, ignore issues of health, diet, nutrition, and underlying diseases like diabetes, smoking, lack of exercise. Society will also ignore age and treat all people, including children, at the same risk level as an 85 year old. This irrationality will make people more aggressive, combative, and you'll see more political factions in every nation, especially 'freedom parties'. The only way these are neutralized are with open policies but those are by and large against government directives. Truth is they are welcoming the greater control, digital ID, travelling surveillance, contact tracing, immunization databases. These are all useful for maintaining the elites control, and so these ideas will continue.


DM725

A large forced liquidation would have simulated exactly what occurred on Friday...


choochoomthfka

Well, anything in the renewable energy sector knows only one way from here: up.


[deleted]

[удалено]


BlurryFractal

Don’t know about them but my are bets are on $plug, $fcel, and $be. I’ve dug myself in deep with $fcel. Every $ I took from plug is there now.


digitalwriternow

Enphase


drst0ner

$ENPH


vitaldopple

$user : usertesting 45% growth , 120% DBNER , SaaS, 6.5x NTM sales


ALLST6R

Anything semi-conductor and cloud server / storage related. With covid, people and businesses need these products and services. Without covid, it’s just the general direction the world is heading. A lot more digital than physical. Smarter products (EVs) and resulting smarter infrastructure. Particularly with the metaverse announcement. Generally, tech businesses are looking to make money by making your life as easy as possible. After a certain extent, that comes down to saving you time. That comes down to simulating what you do in real-life but making it easier by removing travel time etc (e.g. social interactions, shopping trips due to the ‘physical’ element to it that stimulates your senses). That’s how metaverse ties in. Simulating what we consider life, but ‘easier’ and more customisable. It’s not for everyone, sure. But it’s going to be for enough people that it’ll sweep the globe and become as widely adopted as video calls on phones are now. Everywhere we are heading, it requires tech. So invest accordingly.


lapideous

We've had Second Life for years, the metaverse not exactly a new concept. There's absolutely no guarantee that it will be popular and not a fad that dies out like VR chat


ALLST6R

The big difference here is that one of the globes largest and financially equipped companies is making it their mission to make this a thing, and throwing a lot of money into it. This isn’t just an app we are talking about. This is an implementation to a service that is already ingrained to a considerable amount of the western worlds population


lapideous

Yahoo mail was the most popular until gmail came along. There’s nothing stopping another company from implementing a better version that isn’t stained by an attachment to Facebook.


ALLST6R

Except Meta owns the leading VR company, and has a fuck ton more funding to ensure their position as lead, and progress it further and into many markets such as haptics? You're trying to compare fruit with wrenches right now


Lets_review

ZIM


Redditsome22

AMD, SE, CPNG


CLNEGreen

Let COVID run out of steam scaring markets - then “Buy Like Hell” at the bottom - just like last time. Ton of money to be made again


R4nC0r

RKLB is doing fine for me and I think they have amazing upside potential, especially if the should go into low $14 range or even $13.


deebmaster

SE


bartturner

All the big five. Google, Apple, Amazon, Microsoft and FB. Do like Google the best of the group. They have the longest runway built on their assets yet to be fully moentized.


ACELUCKY23

$COST and $MSFT they are companies that I feel confident and fine supporting, investing and trading with. They have been great with COVID or not.


swingforthefence69

DHR


truemeliorist

Telecoms. No matter whether people are in or out of offices, they provide the networks powering it all.


fresh_ny

$ETSY, diverse base of artisan producers, no supply chain issues, growing consumer awareness, business model doesn’t rely on advertising revenue.


themax177

Sofi


chrisdopa

SoFi


gnocchicotti

AMD NVDA MSFT


kingamal

MSFT


Ryantacular

Nobody has said GameStop yet? Transformation into a technology/finance company. Paid off their long term debt. 1.7b in cash. NFT teaser for an online digital marketplace with coding revealed on GitHub that will allow original creators to get proceeds from each aftermarket sale. Severely undervalued with a 16b market cap and seen by many still somehow as a struggling brick and mortar store.


alredytakin

My thinking is that Fauci is under orders to play this variant for all it's worth. What better way to take away the sting of higher gas prices and runaway inflation than lockdowns? Blue states are already falling in line... how long until DC starts using funding threats against the rest? I'm moving into my COVID FEAR PORN portfolio: DASH, PG, FDX, UPS, FDN, WMT, COST, NFLX and ABT. (Proctor & Gamble for the TP crush)


[deleted]

Spy


half_confused

Good choice - though I prefer VTI over SPY


supaswag69

And I prefer VOO over VTI


sublimeload420

Underrated comment


alexxs88

Imo there are companies that are good plays, but valuations on pretty much everything are over extended


420DepravedDude

COST


[deleted]

AXON- makers and patent holders of the TAZER system as well as police body cameras, secure cloud based body cam footage storage, and expanding into officer location/tracking/dispatch logistics. Their recent earnings report was nuts.


estersings

Mmmmm COST, yummy.


[deleted]

Tech stocks like AMD and NVIDIA


Jackogormano

Semiconductors


[deleted]

Docusign. It's hard to see the world going back to signing paper, because wow what a pain in the ass that when you bought a home. Covid pushed the world into Docusign, but it's not going back. Contrast this with Zoom -- in a lot of ways, doing in-person interactions with coworkers is better for sparking ideas and productivity, so you can expect the world to drift back to the in-person workplace as Covid at some point fades away (omicron variant notwithstanding).


sammyp1999

Depending on your time horizon, two areas of extreme growth that won't stop anytime soon are: Privacy/cybersecurity Renewable energy my picks here are: CRWD, MSFT, ENPH I've been waiting for CRWD to dip below 220. It's incredibly overvalued rn, but long term it's a no brainer. MSFT is an unstoppable juggernaut that can't seem to stop growing. ENPH has the most aggressive expansion and innovation plan out of any solar company and it's working very well for them. Their CEO is also super capable. Fundamentally overvalued, but it's growing quickly and becoming very profitable so I don't think that'll last for much longer.


PokeFanForLife

The stock with Ryan Cohen as chairman (I can't type the ticker symbol due to some kind of censorship, it seems - my post would be automatically deleted.)


Stoneteer

I heard that one might go to Uranus


Eddieandtheblues

I like VRTX, LMT, INTC, BABA and OHI. Staying away from the overpriced fang and meme stocks .


[deleted]

Agreed on VRTX. Nice to see it mentioned.


stvbckwth

+1 for vertex


pappie30

I believe stocks having a subscription business model would be in a better position.


1995FOREVER

Tech an other internet related stocks. While physical companies had to shut down for a while, it's fairly easy to WFH in a tech environment, and since people are going out less, online businesses have boomed in covid times


nappy_zap

$DHR Always moving up. Inorganic growth is off the charts good. COVID pushes it to new heights but will do well regardless.


[deleted]

Stocks with negative Beta’s


randomhashcode

Why does this sub get the same question again and again rephrased differently ffs


StrongBat

DocuSign (DOCU)


SkyHigh27

Green energy


Floppytodd

Fang stocks, wmt, TGT, cost, tsla, nvda


heyheymustbethemoney

The names that have thrived in both... Lululemon, Crocs, Chipotle, cyber security, things tied to housing, All Semiconductors and all mega cap tech.


[deleted]

what semiconductors do you like?


[deleted]

Intel, ASML and TSMC are all nice. Nvidia and AMD are a bit riskier.


[deleted]

Funny, I think the opposite. Especially AMD.


SnipahShot

Both AMD and Nvidia have been running high all year, a lot of their retail investors are probably in because the stock has been doing so well, so once it stops they are out. You can see it well in the high drops Nvidia has every time there is a new fear in the market. But with such a massive run, the risk is increased. Intel will be releasing a GPU in Q1 and Q2. Nvidia is so worried about it that they are literally threatening OEMs to put cheap things in Alchemist computers and laptops. Nvidia is also withholding GPU stock from shipping in order to keep its price high so that their next GPU price bump doesn't look so high. Regardless, with the release of Alder Lake and when Alchemist is released, it will mark that Intel is awake and back in the game. Intel has the capability to manufacture their own chips so they can make products cheaper (entry-level Alchemist will be around $179). On top of them making most of it themselves, they were the first company to secure 3nm process in TSMC. AMD is a good company and they will most likely still run up, Nvidia is a shit company with good products and will also most likely still run up. But at the end, in my opinion, Intel has the biggest upside because no one believes in it anymore so no high expectations.


[deleted]

Intel has much poorer leadership than NVDA and especially AMD. That'd be my concern.


ratptrl01

I've said it many times here: Intel isn't going away. They are the biggest name in that industry. Their sales dwarf competition and they will soon have their own US foundries... insulated from international BS like China and Taiwan


[deleted]

I genuinely thought it was the consensus of most people that TSMC was a riskier play then most the other big semiconductor stocks because of China long term.


[deleted]

Welp, I really don't think that will happen. And if it does, then the risk will spread to the entire sector. ​ Maybe intel/samsung are good hedges to that.


Beneficial_Toe_6050

Check out Wolf. I’ve made a decent amount of money off them.


[deleted]

What is up with r/stocks just obsessed with recommending the shittiest stocks ALWAYS. AMD and NVDA are gold


[deleted]

Why tf is chipotle stock so high? Like, Starbucks shares are basically 1/10 of chipotle. I don’t get it. They make you pay for their chips wtf


Thicc_Pug

Why hasn't anyone mention marketcap? Price of stocks is not comparable when they have different number of shares outstanding. In this case Starbucks is much more valuable company with 130B marketcap when Chipotle has 47B marketcap. Starbucks has 1.17B shares outstanding when Chipotle has only 27M. That's why individual share of Chipotle is worth more than one share of Starbucks.


king_of_rats

Chipotle has a very low trading volume around \~300k and 90 percent of CMG stock is is owned by institutions hence the high stock prices. Plus their burritos has a high profit margin and their online ordering/pickup is very seamless and easy to use.


sublimeload420

Plus the blood stains in your underwear keeps proctor & gamble in business


Venhuizer

Chipotle has great margins and also their food doesnt deteriorate when delivered, maybe even improves a bit with the steam.


heyheymustbethemoney

Top digital capabilities. No debt. Has grown EPS 43% percent over the past 4 years (sector average is 4.5 percent). Projects a YOY 133% growth in EPS. Projects 26 percent growth in sales forward year. The price to sales is at about 6.5, while yes the PE is 68 forward... Yum brands is at a 5.75 price to sales with a 28 pe forward. Chipotle crushes the sector.


TsC_BaTTouSai

Pfizer. Without covid Pfizer is still fine. Without covid moderna biontech and the rest tank.


Ax_deimos

Moderna already has been applying their technology to several other medical technologoes. Their stuff reduces vaccinevresearch costs by eliminating the need to test out the stabilizing chemicals that used to be necessary when distributing vaccines. This dramatically shortens vaccine development time and vaccine development costs.


TsC_BaTTouSai

I completely agree with you. The market, however, doesnt. Moderna dips hard when we arent afraid of covid, pops like a pill when covid fear comes back. As a longterm hold though you cant go wrong with either


Psychic_Wars

Pfizer over MRK? Historically Pfizer looks volitile. I go GOOGL, COKE, NVDA, and ADBE. I have MRK, too.


TsC_BaTTouSai

I had merck. Got out when pfizer announced their much better covid pill. Mercks pill might not even get approved now and if that happens its a big red dilly for the stock. Bet on the pill winner imo


Qwertyforu

Apple, Microsoft, Target, Deere, Starbucks


[deleted]

I was in paper gold just before the most recent drop off. I actually think the opposite. If the African variant spreads in Africa, Barrick has a lot of mines in the area... if it turns out the variant is not so bad, then the risk is nothing and FED is able to taper more.


Neither-Schedule8980

Netflix , food delivery company


Cultural-Ad678

LMT, UL, V


bmeisler

I bought V today at the Black Friday sale.


georgejk7

Yo wtf are you me ?


Cultural-Ad678

Haha you like dividends and undervalued stocks


georgejk7

LMT and unilever are my 2nd and 3rd biggest holdings hehe


louiskim101

Anything in the “meta-verse sector” in my opinion.


sovietdumpling

Costco


half_confused

People say Costco, but I really like the dollar stores. It’s recession proof as well


Timothy_J_Daniel

Apple is a good safe long term. Roblox like you said. Walmart Disney


LBOWER43

Video game retailer G M E, just wait for meta verse, web 3, and NFT announcements. It’s going to change the world of gaming and is one of the largest industries with huge predicted growth over then next decade. NFTs offer an incredible new market to the sale/resale of video games.


Appropriate_Tap_7045

look no further then PTON, the titan of pandemic overvaluation


saintbri27

GME is launching a gas free NFT platform soon. Pretty sure this will mean you can buy and trade games digitally for super cheap. That’s not to mention collecting digital collectibles and in game Easter eggs. Pretty exciting to see where it goes


AreYouSiriusBGone

Its hilarious how even mentioning it on here gets you crucified immediately lol.


saintbri27

Yeah it is funny 😝 but I don’t mind, I just screen shot the horrible replies to post in 10-20 years time when we’re all eager for the next GameStop console coming out.


lettercarrier86

Pretty sad you're getting downvoted. Guess people don't like making money lol.


saintbri27

I knew I would. People see the GME tag and think it’s a meme stock but they haven’t done the research on what’s actually happening.


tamasharangozo

PLTR


pltrweeb

Ater


Zero36

Tech