LoginSignup
wealth_strategist_ksceu
@wealth_strategist_ksceu
3J·

What's going on?

2
23 Commentaires
image de profil
Tenbagger2024@Tenbagger2024
3J
Synopsis has always been a perennial favorite in recent years.
That's why I'm surprised.
•
3
•
image de profil
BockaufDividenden@BockaufDividenden
2J
@Tenbagger2024 So what? A long-term runner is allowed to get a correction? That will happen again
••
image de profil
Tenbagger2024@Tenbagger2024
2J
@BockaufDividenden
Yes, of course.
Let's see in October whether the cadence figures aren't good either.
Or whether Synopsis has lost market share.
Maybe even to Siemens
•
1
•
image de profil
BockaufDividenden@BockaufDividenden
2J
@Tenbagger2024 So my tip would still be Celestica $CLS:D but it has already done extremely well. I went in there months ago with a leveraged bill, over +250% went off there

And they're still rising ....., so it's good to hedge with a stop loss.
••
image de profil
Tenbagger2024@Tenbagger2024
2J
@BockaufDividenden
I don't think the company is bad, but I don't think a 47 P/E ratio, which will fall to 41 next year, is justified given the growth.
•
1
•
image de profil
BockaufDividenden@BockaufDividenden
2J
@Tenbagger2024 Therefore, set a stop loss when it starts to weaken.
•
1
•
image de profil
Klein-Anleger1@Klein-Anleger1
3J
@Multibagger How would you assess the situation? Would a long be an option for you at the moment?
•
2
•
image de profil
Chris@Multibagger
3J
@Klein-Anleger1 I haven't looked at it yet. Just got back to the hotel after a few cocktails. Don't know yet how much the views have been corrected.
•
2
•
image de profil
Chris@Multibagger
3J
@Klein-Anleger1 so I took a quick look. Technical reaction possible after such a crash of 5-10%. However, the problems that the CEO mentioned in the press conference seem more protracted and serious to me. Business in China has almost collapsed because customers have lost confidence in American companies due to the tariff problems and export restrictions and are still reluctant to pay tariffs even after normalization.
And one of the most important customers is $INTC, which is currently under severe pressure itself and has therefore scaled back investments in the 18A plans supplied by $SNPS.
•
4
•
image de profil
Klein-Anleger1@Klein-Anleger1
3J
@Multibagger All right, thanks for your assessment 🤝😁
•
1
•
image de profil
Chris@Multibagger
2J
@Klein-Anleger1 Did you get in? If so, which bill with which KO did you take? I think just under 380$ could be interesting
••
image de profil
Klein-Anleger1@Klein-Anleger1
2J
@Multibagger no, I'm still on the sidelines 🙈 Are you?
•
1
•
image de profil
Chris@Multibagger
2J
@Klein-Anleger1 no, I think I will at least wait until the USA consumer prices and then decide whether and which of the bills I will take
•
1
•
image de profil
Klein-Anleger1@Klein-Anleger1
2J
@Multibagger off topic, have you ever looked at $CIFR? It looks quite similar to $IREN. Do you see similar potential there? ✌️
•
1
•
image de profil
Chris@Multibagger
2J
@Klein-Anleger1 Yes, I have it on my watchlist. But I can't tell at the moment whether it has just as much potential
•
1
•
image de profil
Sansebastian@Sansebastian
3J
Synopsys reports weaker than expected Q3 results and forecasts
•
1
•
image de profil
Chris@Multibagger
2J
Did anyone get in? I had a look at 2 derivative variants.
One for the hardcore traders the VG746V with leverage 31
Or the somewhat calmer variant VG746W with leverage 20.
Let's see which way it goes today at the US opening.
•
1
•
image de profil
Tenbagger2024@Tenbagger2024
2J
@Multibagger
I think we still need to be patient.
I think it could take a while for a recovery to take place.
We will see
•
1
•
image de profil
Chris@Multibagger
2J
@Tenbagger2024 A distinction must be made between a sustained recovery and a technical reaction. I go for the latter if at all
•
2
•
image de profil
toscho@toscho
1J
@Multibagger had been on the WL for ages. I took a small position for my "long-term portfolio".
•
1
•
image de profil
Chris@Multibagger
1J
@toscho The Hardcore bill made 400% yesterday. But it had already done so well beforehand that I was no longer in it. Too bad!
•
1
•
image de profil
Álvaro P.@DonAlvaro14
3J
They lowered the guidance but yes, reaction is exaggerated.
••
image de profil
SemiGrowth@SemiGrowth
2J
According to Marketscreener, earnings expectations have halved over the next 3 years. The P/E ratio for 2027 is now even higher (>60). Looks justified
••
Participez à la conversation
S'inscrireConnexion