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[supernova8]

What's everyone investing in these days in terms of tech? There's a thread on Tesla specifically, but I wanted to open it up so people can speak more broadly. I'll go first.

Apple - $2000 principal, $230 up so far
AMD - $5000 principal, $1500 up so far
NVIDIA - $2000 principal, $170 up so far
Tesla - $3000 principal, $1750 up so far

Started investing from around April so I didn't quite get in at the trough in March.

AMD is my biggest holding because I really like what Lisa Su is doing with the firm, and the huge increase in revenue and profit we've seen recently is the result of them gaining a relatively small amount of market share. There's a lot more of the market for them to gobble up and I expect revenues and profits to only increase.

 

[brokenwatch]

VGT, Vanguard's tech ETF fund is my go-to. All the fun/volatility/gains of tech stocks, and at least at a little more diversified than investing in a single stock. About 10k invested in it.

The only stock that I own that is not the company I work for or an ETF is Cloudflare (NET). And really only because I had some spare cash and their value is pretty comparable to where the company I work for was a few years ago in terms of growth and revenue and EPS. It's my moonshot. I doubt anything will come from it, but hey, at least I have a chance.

Edit: one last thought, if I were buying individual stocks I would definitely due some due diligence on VISA (V). Any business model that collects a percentage of money that customers are spending is a recipe for a pile of cash.

 

[isual]

as much as i want to post here, theres already a more solidified source where you can get a good amount of info. i.e, wallstreetbets.

i have 1 high index fund, large, medium, and small cap. got tesla and amd too. even have a small stake in emerging markets, but it is only 1000 usd i think.

 

[keraj37]

I invested in NVIDIA and AMD aswell.
I bought 2080ti and Ryzen9, now I can play in 4k.

 

[diffusionx]

I bought Amazon at $290 and Facebook at $59 years ago.

Edit: one last thought, if I were buying individual stocks I would definitely due some due diligence on VISA (V). Any business model that collects a percentage of money that customers are spending is a recipe for a pile of cash.

Not that VISA is a bad stock to own, but everyone knows that so that reality is priced into the stock. The question is what would change the perception that would lead to dank gains.

 

[n0razi]

Buy more AMZN... its due for a split after APPL and TSLA

 

[Starlight Lotice]

Bought a German Stock that does Lasers and Electronics for like....£89.

So far it's up £5.

I am still new to it and can't invest that much into it yet.

Is GAN classed as Tech? It's online gambling.

I bought Amazon at $290 and Facebook at $59 years ago.

Onto a winner there.

 

[Alcibiades]

What are the chances of a crash in the near future? I haven't gotten into trading at all since I'm still in pay-off-debt mode, but I'm wondering whether I should start putting money aside if a crash is coming in the near term. Looks like March would have been a perfect time to buy in but I see no reason to at this point. I have $6000 in emergency savings that I don't want to touch but have been tempted to lately. ALl I see is headlines about Tesla stock.

Also, other than student loans (which I'm working to do loan forgiveness through public service), I have about a $20,000 car loan (no interest) and about $5000 in credit card debt (18.49% APR), although I think both will be paid off within 9 months, if not sooner. My plan is to re-start 403b contributions when my car is paid off, but I could always invest a piece of that on my own instead.

Also I'm wondering whether I should just hold off any stock shenanigans and purchase a home instead, but I hate the idea of being tied down to a place. I want to be able to move states on a whim if needed.

 

[godhandiscen]

This is my portfolio, sorted by weight of the position. The +/-/= represents how happy I am with my earnings.
I follow stock memes, earning reports, F13 filings (https://whalewisdom.com), fed minutes, and macro economy stuff.

TSLA++++
VTSAX++
APPL+++
AMZ++
AMD+++
MSFT++
ETH=
GOOGL+
NET++
ZM++
BPRTX++
DDOG+
HUYA+
QCOM+
NVDA+
ZG+
TEAM=
PCG-
WORK
SPCE-
RXT+

Also, beyond tech, have you been paying attention to ETH? It is mooning again.

What are the chances of a crash in the near future?

What would people do with their money? Hold cash positions? Tech stocks are booming because all of the money from hedge funds with positions on industries that were affected by Covid is moving to tech. Even international's hedge fund money is moving into American tech. At least that is what I get from looking at the F13 filings from some major hedge funds.

 

[Taxexemption]

What are the chances of a crash in the near future? I haven't gotten into trading at all since I'm still in pay-off-debt mode, but I'm wondering whether I should start putting money aside if a crash is coming in the near term. Looks like March would have been a perfect time to buy in but I see no reason to at this point. I have $6000 in emergency savings that I don't want to touch but have been tempted to lately. ALl I see is headlines about Tesla stock.

Also, other than student loans (which I'm working to do loan forgiveness through public service), I have about a $20,000 car loan (no interest) and about $5000 in credit card debt (18.49% APR), although I think both will be paid off within 9 months, if not sooner. My plan is to re-start 403b contributions when my car is paid off, but I could always invest a piece of that on my own instead.

Also I'm wondering whether I should just hold off any stock shenanigans and purchase a home instead, but I hate the idea of being tied down to a place. I want to be able to move states on a whim if needed.

I doubt anyone can actually give you a good answer to these things. I think a crash is coming, but the amount of times I've thought that and been wrong is significant. The more you study it the more you find that almost no one predicts the stock market reliably. Even if you had a good understanding of what drives the market, that changes over time. The market itself changes depending on who is trading, and on what basis. You have a lot of people who aren't normally into stocks getting in, you also have algorithmic trading being huge now, I think they made changes around 2012 to how and when circuit breakers are used, a lot has changed since 2008, and it'll keep changing. If you ever figure out the market, enjoy it, cause it's probably going to be changing again and will become mysterious very soon.

 

[Ozzy Onya A2Z]

Apple took a bit of a dive recently, thinking I might put $2K in my personal portfolio if they dip under $100. Thoughts? What was it that pushed them over $130, I wasn't really "watching" this year but they've double in value over 12 months. They've also just expanded to India, which could be a furphy in terms of gains but equally could be solid value for Apple. I'm also expecting Apple to jump up considerably given October 5G announcements.

 

[Deleted member 17706]

Apple took a bit of a dive recently, thinking I might put $2K in my personal portfolio if they dip under $100. Thoughts? What was it that pushed them over $130, I wasn't really "watching" this year but they've double in value over 12 months. They've also just expanded to India, which could be a furphy in terms of gains but equally could be solid value for Apple. I'm also expecting Apple to jump up considerably given October 5G announcements.

I'd go for it. Doesn't make sense to bet against Apple at this stage. Their Apple One service play is undoubtedly going to be huge and possibly fatal to Spotify. The next iPhones are probably going to bring back Touch ID, have 5G support, and also move over to OLED displays. A lot of folks who haven't upgraded in 3 ~ 4 years and weren't enchanted by the X ~ 11 models are going to be jumping on board without looking back. Their profit margins on MacBooks are also going to soar once they start introducing Apple silicon models into the market.

 

[supernova8]

Apple took a bit of a dive recently, thinking I might put $2K in my personal portfolio if they dip under $100. Thoughts? What was it that pushed them over $130, I wasn't really "watching" this year but they've double in value over 12 months. They've also just expanded to India, which could be a furphy in terms of gains but equally could be solid value for Apple. I'm also expecting Apple to jump up considerably given October 5G announcements.

Apple dropped down to $60 (equivalent pre-split) in late March and then climbed to $130 so that doubling you speak of only happened in like the last 6 months or so. I think a lot of his has to do with the fact that tech stocks have been treated like hotels for investors. Drop their kids (capital) off at the NVIDIA Resort until it all blows over. It's not really a crazy move since a lot of cloud (as one example) projects will be accelerated due to more work-from-home plans. Part of why Apple dropped recently is because they didn't announce any new iPhones.

 

[diffusionx]

Apple dropped down to $60 (equivalent pre-split) in late March and then climbed to $130 so that doubling you speak of only happened in like the last 6 months or so. I think a lot of his has to do with the fact that tech stocks have been treated like hotels for investors. Drop their kids (capital) off at the NVIDIA Resort until it all blows over. It's not really a crazy move since a lot of cloud (as one example) projects will be accelerated due to more work-from-home plans. Part of why Apple dropped recently is because they didn't announce any new iPhones.

There's also the thought that since the government has, because of the flu, more or less destroyed the economy, the only thing left in the smoking crater is tech. See, say, vidya selling like crazy the past six months while movie theaters, gyms, restaurants, etc., all go under.

 

[TrainedRage]

I have Tesla and Apple. Got them during the early September drop thank the gods.

However my tec ETF’s are more reliable and have gained me like 400+ even when the tec stocks crashed earlier.

I would get PayPal and NVIDIA but I’m not gonna put any more into the market until after the elections.

 

[Ozzy Onya A2Z]

I have Tesla and Apple. Got them during the early September drop thank the gods.

However my tec ETF’s are more reliable and have gained me like 400+ even when the tec stocks crashed earlier.

I would get PayPal and NVIDIA but I’m not gonna put any more into the market until after the elections.

Nice, wish I had of backed Tesla waaay earlier. After my Apple buy I'm going for an Aussie ETF next. A little diversity and stability to my building portfolio by comparison to direct shares owning/speculating.

 

[TrainedRage]

Nice, wish I had of backed Tesla waaay earlier. After my Apple buy I'm going for an Aussie ETF next. A little diversity and stability to my building portfolio by comparison to direct shares owning/speculating.

Good choice. Mine have done nothing but gone up. Little by little but watching other stocks crash and my ETF go up makes me think they are investing better than I could.

 

[mango drank]

What brokerage sites are you guys using to buy individual stocks? I do passive investing through Vanguard, I haven't done research into active investing in a couple years, and I'm out of the loop.

Robinhood? Schwab? Something else cheaper? Or is Vanguard cheap enough for active investing, if you just dump some money into a couple individual stocks and let it ride, and don't try timing? Might buy some AAPL and AMZN.

 

[zeorhymer]

What brokerage sites are you guys using to buy individual stocks? I do passive investing through Vanguard, I haven't done research into active investing in a couple years, and I'm out of the loop.

Robinhood? Schwab? Something else cheaper? Or is Vanguard cheap enough for active investing, if you just dump some money into a couple individual stocks and let it ride, and don't try timing? Might buy some AAPL and AMZN.

If you're happy with passive, you should stick with that. Active investing isn't for the faint of heart. A lot of brokerages recently removed the cost of individual transactions. I use TD Ameritrade personally.

 

[MaestroMike]

What brokerage sites are you guys using to buy individual stocks? I do passive investing through Vanguard, I haven't done research into active investing in a couple years, and I'm out of the loop.

Robinhood? Schwab? Something else cheaper? Or is Vanguard cheap enough for active investing, if you just dump some money into a couple individual stocks and let it ride, and don't try timing? Might buy some AAPL and AMZN.

Fidelity. no fees for buying/selling

 

[Ozzy Onya A2Z]

Here's a little Aussie game dev IPO coming up. I'll be investing a little, not because I think it will make a ton of money but because Aussie game studios/devs need all the support they can get. They have revenue of $7Mil for last fin year and got a $3Mil round of investment recently putting the IPO around $50Mil. It's Playside Studios, based in Melbourne, just like me.

 

[CloudNull]

A little birdy turned me onto a company called Workhorse. They make EV and delivery drones. Any of you fellow investors heard of this company? I am not sure I am going to bite. They just had a huge rally and are now sitting at 20 a share.

 

[a multicultural team of v]

What brokerage sites are you guys using to buy individual stocks? I do passive investing through Vanguard, I haven't done research into active investing in a couple years, and I'm out of the loop.

Robinhood? Schwab? Something else cheaper? Or is Vanguard cheap enough for active investing, if you just dump some money into a couple individual stocks and let it ride, and don't try timing? Might buy some AAPL and AMZN.

Vanguard has zero trade fees. If by "active" you mean just making bets on individual companies and selling eventually (which your description matches), it doesn't matter who you use really. Even if you could somehow prove one company can execute better than another, it's going to be like a half of a penny or something silly like that better spread for a company like AAPL. If you are going to be doing heavy, heavy trading I would look into a different broker because Vanguard is fairly basic in terms of interface and "extras."

Basically if you are comfortable with Vanguard there is no reason not to use them, but since pretty much everyone has free trades these days there is also no reason not to use whoever you want.

 

[mango drank]

If by "active" you mean just making bets on individual companies and selling eventually (which your description matches), it doesn't matter who you use really.

Yeah, I s'pose "active investing" and "dump some money into a couple individual stocks and let it ride" are contradictions.

 

[a multicultural team of v]

Yeah, I s'pose "active investing" and "dump some money into a couple individual stocks and let it ride" are contradictions.

You are actually very correct in calling it active - active is generally considered anything not passively in an index, though even then the line can get blurry because you can certainly actively manage a portfolio of index funds.

Just wanted to get an idea how just how active, because not only is Vanguard's brokerage not really designed for day trading, they probably wouldn't even want you anyway lol

 

[Ozzy Onya A2Z]

Got in on the Aussie Broadband Ltd IPO this week, launched a week earlier than expected, and went straight from $1.00 to $1.95. Boom, wish I had have taken an even larger stake.

They also have some dark fibre announcements coming over the next month that should boost them again.

 

[Alter_Fridge]

Got in on the Aussie Broadband Ltd IPO this week, launched a week earlier than expected, and went straight from $1.00 to $1.95. Boom, wish I had have taken an even larger stake.

They also have some dark fibre announcements coming over the next month that should boost them again.

Didn't know they were going public. Thanks for the heads up

 

[Krappadizzle]

supernova8 How's the market going for you?

I'm seriously considering investing $500 into AMD, which I know is a pittance compared to some of ya'lls investments, but I think it'll prove fruitful going forward.

 

[Weiji]

supernova8 How's the market going for you?

I'm seriously considering investing $500 into AMD, which I know is a pittance compared to some of ya'lls investments, but I think it'll prove fruitful going forward.

I like the consolidation going on in this space with Nvidia buying ARM and AMD buying XLNX.

Intel has been so badly mismanaged they’ve put themselves in a bad position, but their balance sheet is good enough they can still right the ship if they’re aggressive.

I also like TSM and ASML for complex production and SWKS and MU for cheap shit.
I just really like the bid data tailwinds for this space as a whole.

 

[God Enel]

Sell Sony or hold?

 

[ParanoidAndroidz]

Sell Sony or hold?

I have no idea about stocks, but wouldn't you want to wait till the ps5 has launched befor you sell it?

 

[Vol5]

Some serious tech investors here. I'll pin this thread for prosperity. All I know is OKTA and TEAM17 are decent for me although I'm not down on all this money talk. I simply invest in what I know and like.

 

[Bladed Thesis]

Sell Sony or hold?

Hold until Next Gen launches.

 

[supernova8]

supernova8 How's the market going for you?

I'm seriously considering investing $500 into AMD, which I know is a pittance compared to some of ya'lls investments, but I think it'll prove fruitful going forward.

Was having a bit of a rough ride for the last few days due to COVID cases going up but since Biden (seems to have) won the election, they've rebounded. I'm definitely considering buying airline stocks. Maybe Delta Airlines and also Boeing. This thing will go away eventually and once it does those stocks will recover and that's a nice doubling of the stock if so.

The only risk is if tech stocks go up even more in that time and that money is a lost opportunity.

 

[HoodWinked]

Fomo drove me to buy some AMD stock. Bought in at @ $73.78

 

[diffusionx]

Instead of buying a next gen console I bought 3 shares of MSFT and 7 or 8 more shares of SNE.

 

[supernova8]

Instead of buying a next gen console I bought 3 shares of MSFT and 7 or 8 more shares of SNE.

I sold my shares in NVIDIA and put them all into AMD. I have a good feeling about AMD and Lisa Su. Feels like there's more room for growth compared to NVIDIA who is essentially already the market leader in their main business area.

Just from the CPU side of things alone AMD is going to absolutely kill it, and that doesn't even count the next gen consoles and their renewed competitiveness in the GPU space.

 

[diffusionx]

I sold my shares in NVIDIA and put them all into AMD. I have a good feeling about AMD and Lisa Su. Feels like there's more room for growth compared to NVIDIA who is essentially already the market leader in their main business area.

Just from the CPU side of things alone AMD is going to absolutely kill it, and that doesn't even count the next gen consoles and their renewed competitiveness in the GPU space.

Makes sense to invest in what you know and how you feel. A lot of tech nerds have made good amounts of coin investing in AMD ever since the rumors about good Ryzen CPU were floating around 5+ years ago. My personal feeling is that Nvidia will be fine, even if the 3xxx is underwhelming while AMD's are blockbuster.

I just have a feeling that the PS5 is going to be an absolute monster of a console market-wise.

 

[BigBooper]

Is it time to think about bailing on Tesla? Or are they sort of too big to fail now? I feel SpaceX will really suffer because Nasa will be cut, and Elon is not Dem friendly, so the Feds might pick GM or another company to sponsor.

I'm glad I got out of Virgin Galactic around $24.

Or is it all not as big a deal as I'm thinking?

 

[cebri.one]

Right now I think both Google and Facebook have the most potential.

 

[supernova8]

Makes sense to invest in what you know and how you feel. A lot of tech nerds have made good amounts of coin investing in AMD ever since the rumors about good Ryzen CPU were floating around 5+ years ago. My personal feeling is that Nvidia will be fine, even if the 3xxx is underwhelming while AMD's are blockbuster.

I just have a feeling that the PS5 is going to be an absolute monster of a console market-wise.

I actually get the feeling that Microsoft's Game Pass/xCloud combo will be a real hit in the near future. Perhaps we're not quite ready to let go of physical games just yet, but once we do (it'll happen), the draw of paying full price for individual games will kind of vanish.

We've already seen it with music:

physical CDs in shops -> individual MP3s/albums on the iTunes Store -> music streaming on Spotify/Apple Music.

movies:

physical release in shops -> buying individual movies -> subscription video streaming via Netflix/Hulu/Amazon Prime etc.

Even if there is a (small) hardcore base that still insists on buying physical games (not saying it's a bad thing), I think the vast majority of people will eventually migrate to streaming for a monthly fee, and they won't mind having in-game/between-menu video ads if it means a cheaper monthly fee.

Microsoft seems to be at the forefront and is obviously very well-placed with their cloud infrastructure and OS teams. They've also built a really nice product design team, evidenced by stuff like the Surface products (which I'm personally not a fan of but they are sleek and do what they're designed to do well).

I would say it's only a matter of time before every smart TV (read: every TV going forward because there won't be dumb TVs) has the Xbox game streaming app built in, and there's a small (Fire Stick esque) dongle available for anyone who is still clinging on to a TV that doesn't natively support the Xbox game streaming app.

Sorry that got a bit long-winded lol.

I agree that PS5 is going to be a hit in the short term, and I have zero interest in the Xbox Series S/X, but in terms of the long game I'd bet on Microsoft on 100%.

 

[Ozzy Onya A2Z]

Is it time to think about bailing on Tesla? Or are they sort of too big to fail now? I feel SpaceX will really suffer because Nasa will be cut, and Elon is not Dem friendly, so the Feds might pick GM or another company to sponsor.

I'm glad I got out of Virgin Galactic around $24.

Or is it all not as big a deal as I'm thinking?

I doubt it's time to bail in terms of long term investing. Tesla have new battery tech to deliver in the mid-term future as well as new factories and processes to drive down the pricing. They are popular now, wait until they hit mass market pricing. Speculation for Tesla to begin making the following new vehicles:

• Tesla Semi late 2021
• Tesla Model S Plaid late 2021
• Tesla tri-motor Cybertruck (500+ mile range, $70+k price) late 2021
• Tesla dual-motor Cybertruck (300+ mile range, $50+k price) late 2021
• Tesla Single Motor Cybertruck (250+ mile range, $40K per vehicle starting price) late 2022
• Tesla China Built Smaller Car Planning
• Tesla Berlin Built Smaller Car Planning
• Tesla $25,000 car Model 2 2022-2023

I'd say they've got a lot more room to expand, without even licensing tech to other car manufacturers or big China/international expansion, which I'm sure is only a matter of time.

 

[Ozzy Onya A2Z]

Anyone investing in Covid vaccine companies? A number of them are going for emergency approvals.

 

[Krappadizzle]

Anyone investing in Covid vaccine companies? A number of them are going for emergency approvals.

Good question. I'd be interested in what you find out.

 

[Ozzy Onya A2Z]

Good question. I'd be interested in what you find out.

Well so far I have the following, as I get time I'll comeback and update this thread, anyone feel free to do better research than me, this is just skimming it really -

Pfizer/BioNTech - filed for FDA approval around 21st November (95% success rate in phase 3 trials)
Currently manufacturing approx 100Million doses.
Today filed for European approvals, likely approval in DEC.
Targeting DEC rollout for Europe.

Moderna - filed for FDA approval around 1st December (94.5 success rate in phase 3 trials)
Received from USA government $1Billion for funding of the vaccine, received another $1.5Billion to supply it to USA.
Today filed for European approvals, likely approval in DEC.

FDA is expected to convene Dec 17th for the above two to discuss approvals.

CSL (company for manufacturing) - AstraZeneca/Oxford University - more trials and testing required due to issues in recent results.
Expecting to manufacture 200Million doses by end of 2020.
Looking to have 700Million doses manufactured by end of March 2020.
Production of 30Million doses has commenced in Australia but has not yet passed last stage of approval.

Australia government to date has the following invested from approx $1.5Billiion across Novavax and Pfizer for 80Million+ doses.

It's tip of the iceberg stuff but these companies are winning huge contracts and the wheels are very much in motion for short-mid term turnover. I'm guessing if/when they get approval their stock is going to soar for the next 6-24 months as the people require two doses and it will take time to manufacturer, distribute and dose the world's population. It would be nice to be in prior to approvals.

Here's where they're at, note Astra on a different exchange -

 

[BigBooper]

I was looking at Moderna and Pfizer, but was too worried I'd already missed the stock bump. Interested on other opinions.

 

[Ozzy Onya A2Z]

I was looking at Moderna and Pfizer, but was too worried I'd already missed the stock bump. Interested on other opinions.

UK regulator just approved Pfizer

UK to get COVID vaccine next week

Millions of people in the United Kingdom will begin being vaccinated within days after the nation’s healthcare regulator approved the Pfizer/BioNtech COVID-19 vaccine for use.

www.news.com.au

 

[diffusionx]

I bought some Sony before the launch of PS5 just because I felt confident the system was going to be dominant, possibly PS2 levels, compared to Xbox. So far it's up +10% from when I bought it, wait until they release sales figures.