XMFBreakerTinker

Scott Shaw - Rule Breaker Stroller

XMFBreakerTinker’s Activity

Today

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XMFBreakerTinker replied to the New Paradigm Investing board. 16 minutes ago

Re: Sold Talend

Crap happens. The market, as Denny says is a rollercoaster. You always hear about "what caused the stock to crash?" Well, what caused the stock to rise? In academic terms that is the random walk.

I feel good about the valuations of [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 3:36 PM

Re: Sold Talend

Yeah, Olberman, not so much.

Tinker

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XMFBreakerTinker replied to the New Paradigm Investing board. 3:35 PM

Re: Why NVDA appears to be so inexpensive?

I do not know. But it does make sense that Nvidia chips would flow to the leading computer manufacturing country in the world, and the area of the world where most of the fabs are that produce Nvidia chips. Thus the end users are not 56% China, but [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 3:25 PM

Why NVDA appears to be so inexpensive?

Chipmaker Qualcomm QCOM has 65% revenue exposure to China and Nvidia’s NVDA sales exposure to China is 56%, per Goldman Sachs. Apart from these, some other tech and semiconductor companies, which have sales exposure to China in the range of 22% to [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 3:19 PM

AYX bullish analyst

https://finance.yahoo.com/news/3-reasons-why-oppenheimer-bul...

This one seems like drinking some kool-aid, but here is the gist:

The [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 3:13 PM

Sold Talend

I am getting rid of the chafe. Talend has underperformed upward and equally performed on the negative side going downward. It may be short sighted, but I have found contributing to your least performing stocks is not a generally positive action [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 3:11 PM

Re: Red Hat forecasts poorly

<<<and it makes developers' lives easier; and less work (unfortunately, jobs) for traditional on-premise systems administrators.>>>

This commentor was not kidding. There are multiple use case stories where companies [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 3:09 PM

Re: Red Hat forecasts poorly

Mauser,

The addressable market is $17 billion for new apps, and $60 billion for legacy apps. Of course the SAM of this, and what actual demand will come forward is much lower. 10% of this is $1.7 billion. Would seem that the Sam, given [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 2:53 PM

Re: Red Hat forecasts poorly

Given that during the same period Pivotal subscriptions up 69% and Red Hat not reporting their results, does not appear that anything Red Hattish has anything to do w Pivotal. Maybe next quarter Pivotal business collapses.

Tinker

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XMFBreakerTinker replied to the New Paradigm Investing board. 4:39 AM

Re: Implications for NVDA of Intel CEO Ax-ing?

https://m.benzinga.com/article/11880024

Some timely NVDA AMD INTC GPU and cpu data from Steam showing no real competition for NVDA, enormous market share lead w AMD having doubled its cpu [more]

Yesterday

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XMFBreakerTinker replied to the New Paradigm Investing board. 11:15 PM

Re: MongoDB adding features

<<<Today, we’re taking it one step further by allowing developers to manipulate their data right from within the Atlas UI.>>>

This is what makes ELT valuable. Load the data and let the database you loaded into more quickly [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 11:05 PM

Re: Implications for NVDA of Intel CEO Ax-ing?

Investors have already called into question the prospects of Nvidia's GPU in Nintendo's new Switch gaming console, largely due to its lower margins. Nvidia itself expressed disinterest in getting its GPUs into Sony's PlayStation 4 [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 10:58 PM

Re: Implications for NVDA of Intel CEO Ax-ing?

LOL:

Nvidia now has a Price/Earnings ratio above 40, indicating that investors have big expectations for the firm. With annual revenues currently just below $7 billion, Nvidia would need to identify major new customers willing to pay a [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 10:30 PM

Re: Implications for NVDA of Intel CEO Ax-ing?

https://www.fool.com/investing/2017/11/23/3-reasons-xilinx-i...

Xilinx FPGAs.

Despite the hype growth, except for a few specific [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 10:04 PM

Re: OMG CNN Reporter does act of Journalism!!!

Tamhas,

Funny how Obama was never called Hitler, or the term internment camp was never used with Obama. Obama's Homeland Security chief was not protested at a Mexican restaurant. The home addresses, telephone numbers, and schools that [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 9:55 PM

Re: Red Hat forecasts poorly

<<<“For instance, we are driving strong growth in both subscription and services revenues for our OpenShift technologies as more customers modernize their applications in Linux containers for their hybrid cloud and digital [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 9:49 PM

Re: Implications for NVDA of Intel CEO Ax-ing?

https://www.forbes.com/sites/moorinsights/2018/01/05/ten-pre...

Bet predictions for AI chips in 2018 from one of the few [more]

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XMFBreakerTinker replied to the New Paradigm Investing board. 9:04 PM

Re: Oracle

Yep Dreamer you would have gone out on top!

For me, was my wedding anniversary. Oh well, back to the drawing board...

Tinker

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XMFBreakerTinker replied to the New Paradigm Investing board. 8:46 PM

Re: Oracle

Dreamer,

Everything is politics. Kirstjen Nielsen ate at a Mexican Restaurant the other night. A mob came down and protested. A mob lead by....shocker, a paralegal from the Department of Justice (DOJ). And one MSNBC anchor stated that Ms. [more]

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XMFBreakerTinker posted to the New Paradigm Investing board. 8:27 PM

Abiomed

What is it up to now, 30x sales? For those who continue to profit by it, congratulations. Obviously I do not know what is going to happen to this share price over time. Could stay that way forever. But, without looking any further, that is a [more]

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