Next 10x Stock Winner


#1915

Listen too much to Chamath. He says buy into SAAS (thought everybody know is a fad now).


#1916

Cisco’s Slump Good for Arista, Other Rivals | Investopedia

A lackluster quarterly-earnings report from Cisco Systems Inc. (CSCO) may spell good news for its competitors in the the computer hardware space, according to one team of analysts on the Street.

Erik Suppiger of JPM Securities, who rates legacy computer networking provider CSCO at market perform, wrote a note suggesting that “the results bode well for a number of our vendors under coverage,” including cloud networking rival and long-time CSCO foe Arista Networks Inc. (ANET), Nutanix Inc. (NTNX), Pure Storage Inc. (PSTG) and security vendor Palo Alto Networks Inc. (PANW).

I have ANET, NTNX and PSTG.


#1917

I thought HW storage was dead but PSTG is doing well. They have their niche with flash only.


#1918

Adobe To Buy E-Commerce Firm Magento For $1.68 Billion, Shopify Falls

Adobe Systems (ADBE) late Monday said it has agreed to purchase privately held Magento Commerce for $1.68 billion, sending down shares in Magento’s e-commerce rival, Shopify (SHOP), in late trades.


#1919

First square, now an even bigger rival adobe. The field is getting very crowded.


#1920

Too lucrative and low barrier of entry. At this rate, IRBT could be the fate of SHOP. Down and can’t recover.


#1921

It’s still pretty close to its ATH.

That’s an interesting moving for Adobe. It’s a totally new space for them.


#1922

I had an order to purchase GHG (greentea), but i then forgot and it didn’t fill. it’s up 50% since then. I decided to still buy, and will hold until it’s 10x, then will sell


#1923

Ntnx is down 5% damn.


#1924

NTNX seems to have recovered somewhat.

TWLO >> NTNX.


#1925

VEEV also dropped AH. 2% down.


#1926

Another crowd favorite SPLK also reported earning today. Three in a row! It too went down 3% AH.


#1927

:disappointed_relieved: not because my favorite stocks have gone down AH, is because manch doesn’t show any sympathy, he rubs it in :sob:

Edit: Given the inherent volatility of these stocks, the drop doesn’t mean much.


#1928

You poor thing. But we already know that @manch is a cold-hearted person who likes to gratify himself through the misery of other forum members…


#1929

Looks liek this was a good decision :slight_smile: DCA’ing too.


#1930

Anybody here following DXCM. Since I bought it on 5/1, it’s up over 20%. For those of you who missed my original post, it is coming out with a wearable device that monitors blood sugar for diabetics.


#1931

Next stop $50 :smile:


#1932

#1933

I will only be happy if it shoots up to $100.


#1934

:+1:

Good news for Twtr stock holders…

Is it time to get in now or is it too late?