re: Stocks on your watch list

Was down 10/share earlier today, unless my ticker is wrong.

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I bought more PINS this morning.

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Seems like a lot of folks on here are bullish on PINS at this price (ie. below $70). I own a sizeable position (for me) in ETSY and I'm concerned about allocating too much of my portfolio to e-commerce type retailers. I think PINS fits more in line with a social media play though... or am I misunderstanding?

I'm tempted to put a few thousand $$ in at these levels and see where it can go given most price targets still represent upside from today's price.

Thinking about jumping into some O&G stuff. Been in on Chevron and its doing well.

Don't love IEO expense ration but could have some nice upside as a 6 month play. Getting terrified reading too much zero hedge on this Biden economy and I'm too heavy in big Tech right now.

Trying to take advantage or the inflation rocket that is still taking off and likely going nowhere for a while, plus all the additional demand.

Was looking at charts and the play doesn't seem to be too late..

I bought a few more shares of AKO.A earlier this week. I'm trying to hedge by diversifying internationally. They distribute Coke products in South America.

PINS almost at 65. Then I’ll buy

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FSLY

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The one tech stock I have left. Afraid they are going to get crushed with earnings, but man I'd like to think the downside is limited to the high 50's here....

Looks like I’ll jump in at 66

Tim Apple kills it

Hopefully Bezos kills it tomorrow

TDOC had a nice quarter. It was a better quarter than the last one and overall very positive. I just don’t think we are going to see the huge gains across the board like we saw in 2020. It’s still a winner (pins is too) it may just be a slow and steady climb that takes multiple years.

The only real negative was they spent a ton of money on one time exec payouts. Everything else was encouraging, much more so than the last quarterly ER. Again, sentiment is super low for it currently, a lot of people hate it, think it only benefited from covid, amazon is going to kill it that narrative is definitely winning right now. If they put out a similar ER without the exec payouts next quarter I think response will be pretty good.

ETA i really think we are just seeing some normalization from the crazy gains we saw last year in these high growth names. I mean the smartest people on twitter are basically expecting QQQ to trade flat to negative this year. We just need to level set our expectations from last year.