Thought won’t see another AAPL for the rest of my life, both TSLA and SHOP are potentials. Need to believe, believe in there would be more potentials. AAPL is not the only NEO.
Apparently, I got the wrong cloud stocks. TWLO was hammered after earnings.
That just means fewer will be built
It’s almost back to the pre-earnings level.
I added as it was declining. Slightly less than what I have before selling the 1/3, thought it would decline some more. Re-bounce pretty fast. My cloud portfolio essentially comprises only two stocks now, TWLO and VEEV. Focus 
hlod and no more cheeky trade. Sold off SHOP and UI too early, refused to buy back higher, end up missing big times.
@Jil
CFRX speculation is good.
Less than a month before earnings.
Veeva Puts the Life Sciences Sector in the Cloud
While the stock is not cheap on an absolute basis at 57X forward EPS, it is attractively valued relative to other software stocks and the growth universe in general because low interest rates are expanding the valuation multiples of companies with exceptional growth prospects.
Look like we need to monitor Fed closely, any increase in Fed rate would be damaging to stocks.
Less than 50% of NVDA gain which @manch subtly boasted yesterday AH.
Notice today, cloud stocks rallies, MAGA and China stocks decline.
CFRX now beats NVDA (@manch takes note) in percentage gain. Bought 10 days ago, already gain 37%.
Luckily I also have a 17%-er.
A few days ago I sold my positions in DXCM. Today DCXM bumped up by 12.5 . I feel so upset. What can I do to avoid this kind of stupido selling?
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
283.91+31.70 (+12.57%)
At close: 4:00PM EST
283.91 0.00 (0.00%)
After hours: 4:07PM EST
What was your reason for selling?
I held DXCM for about a month and it won’t move. I thought I will free up money for something fast moving.
If you’re trading that quickly, you should use options.
DXCM, TNDM are similar companies focusing on CGM (Continuous Glucose Monitoring) and going through automation process.
From net:
World has 46% people are under diabetic and growing. The global diabetes prevalence in 2019 is estimated to be 9.3% (463 million people), rising to 10.2% (578 million) by 2030 and 10.9% (700 million) by 2045. The prevalence is higher in urban (10.8%) than rural (7.2%) areas, and in high-income (10.4%) than low-income countries (4.0%). One in two (50.1%) people living with diabetes do not know that they have diabetes. The global prevalence of impaired glucose tolerance is estimated to be 7.5% (374 million) in 2019 and projected to reach 8.0% (454 million) by 2030 and 8.6% (548 million) by 2045.
It is amazing that I have forgotten these two companies, DXCM and TNDM (knew since $6 onwards), MDT is bigger player. The other two good medical equipment are ISRG (Sunnyvale HQ) and MASI.
When you buy, do a fundamental study, read the last two qtr 10Q statement, try to buy and hold (not trade). The more you know about the companies, better you are. Medical & Medical equipment automation companies are growing as they charge heavily.
Waiting to be disrupted by Apple, Amazon and Google. Not good in the long run.
Meanwhile, VEEV is the only man in town for managing the drug and cosmetic development life cycle,
https://realmoney.thestreet.com/investing/veeva-systems-is-ready-to-emerge-from-a-basing-pattern-15239862?puc=yahoo&cm_ven=YAHOO&yptr=yahoo
Please refer to the daily chart of VEEV and what your paid service said about alignment of moving averages. At present, price is above 10-day/ 20-day/ 50-day SMAs and all pointing up. Also 10-day is above 20-day, 20-day is above 50-day. Is that what your service said is the ideal alignment indicating is a short-term (or medium term? or long term?) bull trend? Or so long this is the case, the trend is up.
Apple, Amazon and Google (AGA) mostly disrupt with medical services, but these companies are medical equipment manufacturing , already up and running with high demand. All of them are Specialized innovative technology (Like TSLA), strong R&D and patent protected equipment. These AGA won’t even enter into manufacturing.
I remember, long back, one of the friends bought 2250 shares TNDM at $2 and holding for long ( Still I think ). At that time, I bought shares at $6, but sold it later at $41, forgotten the company thereafter.
ISRG & DXCM have high demand for their equipment , good and continuous order book positions.
(AGA) entries are issue for companies like CVS or WBA, they are going down already, but not for TNDM, ISRG, DXCM and MASI.
By somehow, I have totally gone out of focus on these companies, but Pandey reminded me what I forgot !
TNDM (5B): Tandem Diabetes Care, Inc., a medical device company, designs, develops, and commercializes various products for people with insulin-dependent diabetes in the United States. The company’s flagship product is the t:slim X2 insulin delivery system that comprises t:slim X2 pump, its 300-unit disposable insulin cartridge, and an infusion set. It also provides t:slim X2 Insulin Delivery System with Basal-IQ Technology; t:slim X2 with G5 Integration; and Tandem Device Updater that allows users to update their pump’s software. In addition, the company offers t:connect diabetes management application, a cloud-based data management application, which provides a visual way to display therapy management data from the pump and supported blood glucose meters for users, their caregivers, and their healthcare providers; and various pump accessories. Its products in development include t:slim X2 with control IQ technology; t:sport insulin delivery system; and connected (mobile) health offerings. The company was formerly known as Phluid Inc. and changed its name to Tandem Diabetes Care, Inc. in January 2008. Tandem Diabetes Care, Inc. was founded in 2006 and is headquartered in San Diego, California.
DXCM (25B): DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally. The company offers its systems for ambulatory use by people with diabetes; and for use by healthcare providers. Its products include DexCom G6, a CGM system for diabetes management; DexCom G5 mobile CGM system to communicate directly to patient’s mobile device; DexCom G4 PLATINUM system for continuous use by adults with diabetes; and DexCom Share, a remote monitoring system. DexCom, Inc. has a collaboration and license agreement with Verily Life Sciences LLC and Verily Ireland Limited to develop a series of next-generation CGM products. The company markets its products directly to endocrinologists, physicians, and diabetes educators. DexCom, Inc. was founded in 1999 and is headquartered in San Diego, California.
MASI (9.5B): Masimo Corporation, a medical technology company, develops, manufactures, and markets noninvasive monitoring technologies worldwide. The company offers Masimo Signal Extraction Technology (SET) pulse oximetry with measure-through motion and low perfusion pulse oximetry monitoring to address the primary limitations of conventional pulse oximetry. It also provides Masimo rainbow SET platform that includes rainbow SET Pulse CO-Oximetry products that noninvasively monitor hemoglobin species, including oxygen saturation, pulse rate, perfusion index, pleth variability index, and respiration rate from the pleth; noninvasively monitor hemoglobin concentration, and carboxyhemoglobin and methemoglobin; monitor arterial oxygen saturation and acoustic respiration rate; and calculates oxygen content and oxygen reserve index. In addition, the company offers SedLine brain function monitoring technology to measure the brain’s electrical activity by detecting EEG signals; capnography and gas monitoring products comprising external plug-in-and-measure capnography and gas analyzers, integrated modules, and handheld capnograph and capnometer devices; and O3 regional oximetry for tissue oxygen saturation measurement. Further, it provides Patient SafetyNet, a surveillance, remote monitoring, and clinician notification solution; MyView, a wireless presence-detection system; and connectivity devices. Additionally, the company offers Trace, a patient data visualization and reporting software that monitors Masimo Root and Radical-7. The company provides its products directly, as well as through distributors and original equipment manufacturers partners to hospitals, emergency medical service providers, physician offices, long term care facilities, veterinarians and consumers. Masimo Corporation was founded in 1989 and is headquartered in Irvine, California.
It’s short-term. The guy is a day trader. It’s bullish with resistance at prior high.
Presume is horizontal resistance at $168. However, there is a critical resistance at $163 which would mean breakout or breakdown. Is wondering how to assess the probable outcome.
That’s when it’s good to do a call spread with the OTM at $163 or $168. You close when it gets there then open a new position if it breaks above it.
Already done 
My problem is whether to close at $163 or $168.
Apple Watch is capable of continuous and noninvasive monitoring.
Veeva: I Can’t Find A Good Reason To Be Bullish
Veeva Systems Inc. (VEEV) is one of the fundamentally strongest companies in my database of digital transformation stocks. With a 41% free cash flow margin, it is a cash-generating machine. Combine that with 25% revenue growth and you have a very popular stock for investors.
Apart from overvaluation, I have other concerns regarding this company, including the slowing revenue growth of the Veeva Commercial Cloud, increased competition and legal squabbles with IQVIA, falling margins due to recent acquisitions, and new applications that won’t be revenue generators for at least another year.
Buy and 
that the battle with IQVIA would be resolved profitably and new apps have outstanding revenue/ revenue growth for many years.
You are comparing pure apple (Consumer electronics) vs oranges (Lifesaving Medical electronics).
Looks like you did not do any research about products on DXCM and TNDM, just comparing words (noninvasive monitoring) you feel Apple watch is better.
These DXCM & TNDM products are life saving instruments for type 1 or extreme type 2 diabetic. See here wiki says " Dexcom received U.S. FDA approval and launched the Dexcom STS Continuous Glucose Monitoring System, which is a three-day sensor that provides up to 288 glucose measurements every 24 hours."
Apple watch no way near to this technology. If apple watch non invasive is not acurate/working, still people keep wearing apple watch as show, but DXCM and TNDM not accurate, people will die.
Since these companies have created innovative technologies with high accuracy and life saving instruments, they charge the customers heavy on each in the range of $7500-$25000 or more.
You see TNDM was just $2 by Jan 2018, but now it is $83. Like your AAPL, you see how my another friend is holding the shares !
No need to care about short-term if investing. Both are still good short-term to medium-term.
You are telling me what is NOW which is true.
Plenty of incentives to disrupt them.
