5/6 Thread (General):
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Conversation Starter
Data engineering (azure) ,do they project on azure which have good WLB + Tech stack ,my hands are dirty on azure data engineering side means have sold development experience,how much i can ask ,max what they can give? My current CTC is 3.7, 2 yoe Tech stack : data factory, databricks, synapse, SQL, pyspark, python, Azure SQL db, post gre SQL, cosmos db,power bi,Hadoop basic knowledge
Anyone who can refer me at zs please also comment ZS Associates Deloitte PwC EY KPMG ,with salary range i can gt
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Enthusiast
8/16 Thread (General):
Mentor
Mentor
SQ - What are y’all buying to play ER?
Best way to make money shorting the S&P 500 Go!
Enthusiast
7/31 Thread (General):
Get into Teledoc on this dip?
Subject Expert
6/21 Thread (General):
Anyone long TAK? Thoughts?
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Added $1,000 of MGNI position. Fingers crossed.
TSLA 700 calls bought yesterday ... let’s see where this goes
Ouch
Geez, $RKT getting murdered. My CVS, LUMN, TAP and T can't save my portfolio from it. Considering the valuation is now like 10% cash, I will HODL. By the end of the year it'll be 25% cash making around 1 billion a year going forward. It was about 5% of my portfolio (10k-8k) but I'm not sweating it. I will add back to a full 10k position if it tests all time low ~16.5
Hmm whole market is beginning to price in higher rates. Regardless of what Fed says they are betting on inflation and rates going up over next 3-5 years. Probably not a bad assumption but there are gonna be some steals to be made as whole growth market falls.
Enthusiast
Debating on picking up mgni shares here or sell puts. Dec 30p going for above $6. That’s a 20% return as long as it stays above 30. Thoughts?
Lots of great companies growing faster at lower than 10 P/S multiples are getting hammered right now. They are at 25(?)+ They can easily hit $12 again if multiples keep contracting.
Mentor
I’ve bought into the GME Eruption conspiracies and just the fact that I don’t think there’s a rotation back to tech and small cap which is where I enjoy the most I think I’m out til July.
Enthusiast
Not a bad idea to stay out of the choppiness in high growth names for now. I’m with ya - bought some more GME last couple of days
Thoughts on DKNG? Down big today and about to release Q1 earnings
Mentor
Wasn’t expecting much but still disappointing price action after seeing the other growth stocks bounce back on ER. If market holds up, thinking Monday it may get some upgrades and have its pop.
In PSFE here
Been on vacation last couple days. Markets have been 💩 from what I seen. All my positions getting hit somewhat. Yet HD keeps trucking on
What’s going on with MGNI?
Not sure, but I've been off the MGNI train for a while. I made multi hundred % gains and that was time to get out for me.
Any thoughts on clover health?
Subject Expert
The fraud allegations are a significant risk. If you get in stay small until that gets sorted out.
RKT calls at this point ?
Me thinks IV too high. Better off grabbing shares on margin.
MRNA is an interesting growth stock to watch. Beat earnings and positive but missed revenue which usually is kiss of death. Looks like Covid booster shots are going to be a thing and rest of world also so behind on vaccinations. Thinking this could be one of safer but volatile growth stocks to hold for now.
Visual Storyteller
Lol @ APPS
Getting massively fucked by APPS, still holding since they will crush earnings