LoginSignup
wealth_strategist_ksceu
@wealth_strategist_ksceu
2Settimana¡

What's going on?

2
23 Commenti
immagine del profilo
Tenbagger2024@Tenbagger2024
2Settimana
Synopsis has always been a perennial favorite in recent years.
That's why I'm surprised.
•
3
•
immagine del profilo
BockaufDividenden@BockaufDividenden
2Settimana
@Tenbagger2024 So what? A long-term runner is allowed to get a correction? That will happen again
••
immagine del profilo
Tenbagger2024@Tenbagger2024
2Settimana
@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
•
immagine del profilo
BockaufDividenden@BockaufDividenden
2Settimana
@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.
••
immagine del profilo
Tenbagger2024@Tenbagger2024
2Settimana
@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
•
immagine del profilo
BockaufDividenden@BockaufDividenden
2Settimana
@Tenbagger2024 Therefore, set a stop loss when it starts to weaken.
•
1
•
immagine del profilo
Klein-Anleger1@Klein-Anleger1
2Settimana
@Multibagger How would you assess the situation? Would a long be an option for you at the moment?
•
2
•
immagine del profilo
Chris@Multibagger
2Settimana
@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
•
immagine del profilo
Chris@Multibagger
2Settimana
@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 $SNPS.
•
4
•
immagine del profilo
Klein-Anleger1@Klein-Anleger1
2Settimana
@Multibagger All right, thanks for your assessment 🤝😁
•
1
•
immagine del profilo
Chris@Multibagger
2Settimana
@Klein-Anleger1 Did you get in? If so, which bill with which KO did you take? I think just under 380$ could be interesting
••
immagine del profilo
Klein-Anleger1@Klein-Anleger1
2Settimana
@Multibagger no, I'm still on the sidelines 🙈 Are you?
•
1
•
immagine del profilo
Chris@Multibagger
2Settimana
@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
•
immagine del profilo
Klein-Anleger1@Klein-Anleger1
2Settimana
@Multibagger off topic, have you ever looked at $CIFR? It looks quite similar to $IREN. Do you see similar potential there? ✌️
•
1
•
immagine del profilo
Chris@Multibagger
2Settimana
@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
•
immagine del profilo
Sansebastian@Sansebastian
2Settimana
Synopsys reports weaker than expected Q3 results and forecasts
•
1
•
immagine del profilo
Chris@Multibagger
2Settimana
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
•
immagine del profilo
Tenbagger2024@Tenbagger2024
2Settimana
@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
•
immagine del profilo
Chris@Multibagger
2Settimana
@Tenbagger2024 A distinction must be made between a sustained recovery and a technical reaction. I go for the latter if at all
•
2
•
immagine del profilo
toscho@toscho
2Settimana
@Multibagger had been on the WL for ages. I took a small position for my "long-term portfolio".
•
1
•
immagine del profilo
Chris@Multibagger
2Settimana
@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
•
immagine del profilo
Álvaro P.@DonAlvaro14
2Settimana
They lowered the guidance but yes, reaction is exaggerated.
••
immagine del profilo
SemiGrowth@SemiGrowth
2Settimana
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
••
Partecipa alla conversazione
IscrivitiAccesso