Boiler Room: The Official Stock Market Discussion

[Liu Kang]

I work at a pension fund and we have forayed into crypto through an investment in FTX. This shyt isnt going anywhere
Coinbase is extremely profitable and its a scalable business. You wont find a company in the fintech space other than Paypal (if that) that is as strong fundamentally. The only downside is the fad risk.
Peep its free cash flow, gross margins and profit margins and youll see what i mean. To get a company with this growth trajectory and at this profitability with only a PE of about 40 is a bargain in my opinion
If they can find a way to tap into the metaverse with these tokens and such that will be coming up/out...its a wrap in my opinion

I'm only in for about $5K USD...bought 16 shares at $250. May add more to my position but im tapped out.

I agree with you overall but its price is too tied to cryptos prices. If it was more decorelated, that would be way better IMO. I feel COIN is used as some sort of crypto ETF so it may fall hard regardless of its own figures if BTC or ETH does.

I'm seeing a beat on EPS

"Coinbase Global (NASDAQ:COIN) reported quarterly earnings of $1.62 per share which beat the analyst consensus estimate of $1.56 by 3.85 percent. The company reported quarterly sales of $1.24 billion which missed the analyst consensus estimate of $1.57 billion by 21.34 percent."

"Upstart Holdings (NASDAQ:UPST) reported quarterly earnings of $0.60 per share which beat the analyst consensus estimate of $0.35 by 71.43 percent. The company reported quarterly sales of $228.00 million which beat the analyst consensus estimate of $214.90 million by 6.10 percent."

These are from this little clicks in webull platform no official webpage link

On TradingView, I have different info, which one is correct ? COIN had a earnings estimate of $1.74 on there.

 

[FabTrey]

Im staying away from any EV IPOs brehs.

I had my time with NIO and made good profits. Lost all the gains with HYLN. the pull out game is too tiring.

I cant comprehend these valuations. They act like they got 4 gigafactories lined up ready to mass produce globally. but i understand the hype. Rivian sure look like they got a legit product. But can they scale globally? Same with Lucid.

 

[Controversy]

Im staying away from any EV IPOs brehs.

I had my time with NIO and made good profits. Lost all the gains with HYLN. the pull out game is too tiring.

I cant comprehend these valuations. They act like they got 4 gigafactories lined up ready to mass produce globally. but i understand the hype. Rivian sure look like they got a legit product. But can they scale globally? Same with Lucid.

I got in with Lucid when it was still a SPAC around $15. Got out at $60. I should've pumped a few thousand into it instead of a few hundred. I'm happy I got out when I did tho.

 

[Ohene]

I agree with you overall but its price is too tied to cryptos prices. If it was more decorelated, that would be way better IMO. I feel COIN is used as some sort of crypto ETF so it may fall hard regardless of its own figures if BTC or ETH does.


On TradingView, I have different info, which one is correct ? COIN had a earnings estimate of $1.74 on there.

i agree with you...however its a long term hold to me so I dont care too much about the correlation to BTC
overtime there will be a bit of a divergence between the two i believe

 

[FaTaL]

Im staying away from any EV IPOs brehs.

I had my time with NIO and made good profits. Lost all the gains with HYLN. the pull out game is too tiring.

I cant comprehend these valuations. They act like they got 4 gigafactories lined up ready to mass produce globally. but i understand the hype. Rivian sure look like they got a legit product. But can they scale globally? Same with Lucid.

How would you rank

Nio
Fisker
Ford
Rivian
Lucid

I got in with Lucid when it was still a SPAC around $15. Got out at $60. I should've pumped a few thousand into it instead of a few hundred. I'm happy I got out when I did tho.

im happy I got out yesterday

 

[Saysumthinfunnymike]

i bought Lucid at $14 and sold close to $60.. haven't bothered since. Sometimes it's best to walk away. Now if it ever goes to $14 i'd consider

 

[Liu Kang]

Im staying away from any EV IPOs brehs.

I had my time with NIO and made good profits. Lost all the gains with HYLN. the pull out game is too tiring.

I cant comprehend these valuations. They act like they got 4 gigafactories lined up ready to mass produce globally. but i understand the hype. Rivian sure look like they got a legit product. But can they scale globally? Same with Lucid.

Breh, back in february Lucid had a 60B valuation and they had sold like 600 cars shyt is bonkers.

 

[winb83]

I wanna know the math that gets Rivian to be worth about $100 billion. I mean if you had $100 billion to spend would you spend it on that company? Maybe one day they're worth that but have they even sold 1000 trucks yet? This company right now is worth more than Ford. To me it seems like Ford will have an easier time scaling to EVs than Rivian.

 

[dora_da_destroyer]

RIVN and LCID both have a ways to go, need to scale and also introduce tech. I expect some of these companies to get bought out. That said, I feel better about accumulating 500 shares of CCIV/LCID @ $13 vs 54-65 of RIVN @ $100-120

Look @ all this shyt "coming soon"
Future EVs: Every Electric Vehicle Coming Soon

 

[FaTaL]

 

[Spidey Man]

RIVN and LCID both have a ways to go, need to scale and also introduce tech. I expect some of these companies to get bought out. That said, I feel better about accumulating 500 shares of CCIV/LCID @ $13 vs 54-65 of RIVN @ $100-120

Look @ all this shyt "coming soon"
Future EVs: Every Electric Vehicle Coming Soon

I think if anything, Amazon buys out Rivian. They are already heavily invested in the company, and every truck they build is going to Amazon for the near future.

 

[FaTaL]

I wanna know the math that gets Rivian to be worth about $100 billion. I mean if you had $100 billion to spend would you spend it on that company? Maybe one day they're worth that but have they even sold 1000 trucks yet? This company right now is worth more than Ford. To me it seems like Ford will have an easier time scaling to EVs than Rivian.

It’s all about hype, when u have Amazon attached to your hip it counts for something. Fords ev truck looks amazing if it lives up to the hype. Ford at $20 is better value then rivian at $106 today. Of course I’m copping both, eventually

 

[Spidey Man]

That's an insane amount of money that doesn't compute.

 

[GoldenGlove]

I work at a pension fund and we have forayed into crypto through an investment in FTX. This shyt isnt going anywhere
Coinbase is extremely profitable and its a scalable business. You wont find a company in the fintech space other than Paypal (if that) that is as strong fundamentally. The only downside is the fad risk.
Peep its free cash flow, gross margins and profit margins and youll see what i mean. To get a company with this growth trajectory and at this profitability with only a PE of about 40 is a bargain in my opinion
If they can find a way to tap into the metaverse with these tokens and such that will be coming up/out...its a wrap in my opinion

I'm only in for about $5K USD...bought 16 shares at $250. May add more to my position but im tapped out.

They are also introducing a subscription service soon. More consistent revenue

 

[FabTrey]

How would you rank

Nio
Fisker
Ford
Rivian
Lucid

im happy I got out yesterday

tough to say breh.

just top of my head from a long term stock perspective i would go

LUCID
NIO
RIVIAN
FISKER

in that order.

if you asking who got the biggest potential then i would say Lucid simply because they seem to have financials down cuz saudis are backing them and rawlinson being a former Tesla guy prolly learned a thing or two.

Ford don't belong there cuz they are an established legacy automaker. they got a competitive real world EV offering, but at the end of the day, i don't fuk with legacy automakers long term. margin is just too thin and too much politics for them which leads to fukkery. few bad earnings and stock goes toilet. seen it all the time. once this surge is done, it will be stabilized and most likely be what they are in the past. for a short term i like them alot. F150 is the best seller for a reason.

NIO got china backing them up, but i dont like fukkin with china. just too much drama. they do have solid products, and they don't even have to scale globally cuz chinese companies don't really have to scale globally to thrive.

Rivian got nice product and Press sure love them. Truck alone can't be scaled globally. they need more products. Amazon fleet is lookin nice, but I feel like they need more. they are such a noob, so only time will tell if they will survive. 70bil valuation is just insane, but crazy things have happened.

Fisker - i don't like the fact that they failed once. their suv looking nice, but i wouldn't bet my money on them to be a successful ev car maker. they have to show me they can sell cars first.