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Off-Topic Stock Market & Crypto Discussion

Cmuri said:
Any input at coreweave at this price? Jump in here or just watch it?
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Short term I could see it having another pump left in it before the lockup ends. Longterm am looking 65-75 level for entry. Trade near the gap at 41.5-44 even better. I believe the one the funds who is a major shareholder has history of IPO pump and dump. Has traded a lot like ARM, but ARM was profitable from the jump. IIRC, ARM dumped like 30% post lockup then was back to new highs in less than 2 months

"The company has a debt balance of $8.7 billion and forecasts spending over $20 billion on capex this year. The debt levels will soar as capex ramps up from only $1.9 billion in Q1 to just around $3 billion in Q2, leaving over $15 billion for the 2H'25."
"Per the prospectus filing, CoreWeave had 83.7% of the outstanding shares in a 180-day lock-up agreement, with another 14.7% in market standoff provisions preventing the ability to sell or lend against the shares. In other words, the vast majority of the outstanding shares can't be sold until the lock-up expiration ends in late September.

In addition, the company has up to another 80 million in stock options, RSUs and warrants to be exercised at prices far below the current price. The fully diluted share count would jump up to 560 million for a market cap of $103 billion, while the company will collect a very limited amount of cash on these transactions.
Investors should expect a flood of selling on the lock-up expiration at the current stock prices. The company is only forecast to produce a 2027 EPS of $2.43 for a current valuation of 75x earnings."
(https://seekingalpha.com/article/4796395-coreweave-ride-higher-until-lock-up-expiration)
 
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JD08 said:
It's supposed to be about the country, not Trump. That's the problem with Powell.
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I think we will find that this job number adjustment has more to do with the exodus of government and foreign workers.

Government workers need to learn to code and the foreign workers, adios
 
umcane4life said:
I think we will find that this job number adjustment has more to do with the exodus of government and foreign workers.

Government workers need to learn to code and the foreign workers, adios
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Perhaps, but huge adjustments shouldn't be happening. It makes it impossible to rely on the initial numbers.
 
umcane4life said:
Well, if the woman was manipulating numbers for her ideology..
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Especially if. Even if she wasn't, if she can't provide worthwhile numbers, she should be replaced. Anyone in the private sector gets held to that standard.
 
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JD08 said:
Especially if. Even if she wasn't, if she can't provide worthwhile numbers, she should be replaced. Anyone in the private sector gets held to that standard.
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I am not a fan of the timing, but the reality is the jobs numbers have been WAY off for a while, and lets face it, she was likely a DEI hire.
 

Jim Cramer has an urgent message for Fed chief Powell after July’s terrible jobs growth​

Published Fri, Aug 1 2025•11:26 AM EDT|Updated 5 Min Ago
Morgan Chittum@morgan_chittum
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A surprisingly lackluster jobs report Friday morning left CNBC’s Jim Cramer with one key takeaway: The Federal Reserve needs to cut interest rates. “We have very little job growth, and we have wages that are not going up,” Cramer said during “Squawk on the Street.” “That is when you cut.” Before the open, the government reported nonfarm payroll growth of 73,000 in July — much weaker than the 100,000 economists had expected. May and June were revised down a combined 258,000. The nation’s unemployment rate ticked up, as expected, to 4.2% last month. Wages, as measured by average hourly earnings, rose 3.9% year over year — only slightly higher than estimates. “I’ve been a big backer of Jay Powell,” Cramer added. “But this is a number that says, ‘Jay, you didn’t need to wait’ to cut rates.” The weak jobs number followed the Fed’s decision Wednesday afternoon to hold short-term rates unchanged for a fifth consecutive meeting at 4.25% and 4.5% despite demands from President Donald Trump to cut and dissents from two top central bankers. The Fed ended last year, cutting rates three times: a half point in September, followed by quarter-point reductions in November and December. During Wednesday’s post-meeting press conference, Fed Chairman Jerome Powell said that “modestly restrictive policy” still seems appropriate due to the economy’s strength and the uncertain inflation impact from Trump’s evolving tariff policy. “All that said, there’s also downside risk to the labor market,” Powell said, leaving the door open for the kind of changing data that came two days later. “In the coming months, we’ll receive a good amount of data that will help inform our assessment of the balance of risks in the appropriate setting of [rates],” the Fed chief added Wednesday. Friday’s jobs numbers, however, could increase the likelihood that the Fed acts sooner rather than later. The market is pricing in higher odds of a rate reduction in the central bank’s September meeting, according to CME’s FedWatch tool . In one day, the market odds of a September cut went from nearly 38% to almost 79%. The weak jobs data, along with updated tariff plans from Trump, have sparked a big market selloff. The president signed an executive order Thursday night for “reciprocal” duties ranging from 10% to 41% ahead of Friday’s deadline. The S & P 500 and tech-heavy Nasdaq dropped more than 1.5% and 2%, respectively, during morning trading. Bond yields tumbled, with the 10-year Treasury yield just over 4.25%, the lowest level in nearly a month. “Don’t you find that it’s a little shocking?” Cramer said. Bond yields are plummeting, he added. “They’re going the president’s way.”
 
Firing the person who posts the labor statistics is going to hurt the mkt. Trump wasn’t complaining when the job numbers were up.. This happened under Biden too.
“Fake news, a witch hunt, DEI hire, Obama did it…”
This guy is an embarrassment. We are ALL going to lose money and pay more..
 
mr.h said:
Firing the person who posts the labor statistics is going to hurt the mkt. Trump wasn’t complaining when the job numbers were up.. This happened under Biden too.
“Fake news, a witch hunt, DEI hire, Obama did it…”
This guy is an embarrassment. We are ALL going to lose money and pay more..
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Classic case of TDS right here. Let's look back at what Mr. H had to say during the Biden term when there was a rough day in the market. Sept 13th, 2022. Market dropped 4.32% and this is Mr. H's response:

"I think this was a overreaction and if we slide some more it’s a buying opportunity"

In summary, the market falls 1.23% and Trump is going to ruin us all. Under Biden market falls 4.32% and it's a great opportunity to buy.
 
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mr.h said:
Firing the person who posts the labor statistics is going to hurt the mkt. Trump wasn’t complaining when the job numbers were up.. This happened under Biden too.
“Fake news, a witch hunt, DEI hire, Obama did it…”
This guy is an embarrassment. We are ALL going to lose money and pay more..
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What do publishing high numbers do to the market? What do massive downward revisions do? What does a lack of trust in getting accurate numbers do?

This shouldn't be partisan.
 
JD08 said:
What do publishing high numbers do to the market? What do massive downward revisions do? What does a lack of trust in getting accurate numbers do?

This shouldn't be partisan.
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This happened under Biden, because every time I posted good numbers, I was reminded of revisions. This is the way economic indicators work for both parties.
Trump is going to hurt the market with his authoritative rants and actions.
He picked Powell, who is a registered Republican, and gave him glowing reviews when the numbers were up.
 
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mr.h said:
This happened under Biden, because every time I posted good numbers, I was reminded of revisions. This is the way economic indicators work for both parties.
Trump is going to hurt the market with his authoritative rants and actions.
He picked Powell, who is a registered Republican, and gave him glowing reviews when the numbers were up.
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You're still seeing politics. I see a problem that needs correction. We have access to a lot more data quicker than ever before, yet the numbers are more error prone at the same time.

Fix the problem.
 
JD08 said:
You're still seeing politics. I see a problem that needs correction. We have access to a lot more data quicker than ever before, yet the numbers are more error prone at the same time.

Fix the problem.
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It sometimes takes months for the final numbers to be sorted. That is why all economic indicators have a revision column. I don’t remember anyone here complaining about this when Biden’s numbers came out strong and then was revised down. You are all conspiracy theorists…that is what Trump and his people depend on. You always take the bait.
 
Big earnings this week:
Monday, August 4:
  • Palantir (PLTR): Trading near record highs fueled by AI spending optimism.
  • Hims & Hers (HIMS):
  • BioNTech (BNTX):
Tuesday, August 5:
  • AMD (AMD): Expected to report, analysts are closely watching their MI350 series chips, which could be competitive with Nvidia products.
  • Pfizer (PFE):
  • Caterpillar (CAT):
  • Snap (SNAP):
  • Rivian (RIVN):
  • Super Micro Computer (SMCI):
Wednesday, August 6:
  • Disney (DIS): The entertainment giant previously lifted its full-year profit outlook due to streaming subscriber growth.
  • McDonald's (MCD): Reports amid lower traffic from middle-income households due to lagging consumer confidence.
  • Uber (UBER): Analysts are generally optimistic about Uber's upcoming report.
  • Shopify (SHOP):
Thursday, August 7:
  • Eli Lilly (LLY): Follows May's profit outlook cut due to high research and development costs.
  • Pinterest (PINS):
  • Warner Bros. Discovery (WBD):
Friday, August 8:
  • Under Armour (UAA):
 
mr.h said:
It sometimes takes months for the final numbers to be sorted. That is why all economic indicators have a revision column. I don’t remember anyone here complaining about this when Biden’s numbers came out strong and then was revised down. You are all conspiracy theorists…that is what Trump and his people depend on. You always take the bait.
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Forget Biden and Trump. Did we have wild revisions 20 years ago? We should have more accurate data quicker than ever before, but somehow we don't?

Do you not see the problem with these revisions? Are you saying this is the best they can do?
 
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