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Jam ok

11/29/18 at 1:47 PM CST Analysis

lt cap, Great to see you back. Hope things have been well for you. Thanks so much for weighing in on NOK and INFN - I always appreciate you...

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Jester Debunker

11/28/18 at 12:08 PM CST Off Topic

P.S. In addition, Belgium and Netherlands are making a lot of noise regarding lootboxes. Belgium demanded changes in several games, EA ref...

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Jester Debunker

11/28/18 at 9:06 AM CST Off Topic

The political drumbeat around lootboxes is still going on, so I am retracting my recent bullishness on EA after its big drop because EA is...

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LongTerm CapGains

11/25/18 at 6:41 AM CST Analysis

Been away for some time.  Got a PM from Jamok re NOK and INFN. INFN:  What an unmitigated disaster this management has been.&nbsp...

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breinejm

11/21/18 at 7:52 AM CST Off Topic

I have an avg holding of 10 now. I really think it can hit 18 in next year or slightly more. Especially if spending ramps up. They arre sm...

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Jam ok

11/20/18 at 1:51 PM CST Off Topic

<p>OT - Aquantia - Doughtery began coverage with a 'buy' and an $18 PT. That would be almost a double from its current price.  ...

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Jam ok

11/20/18 at 1:06 PM CST Off Topic

OT - CIEN - After having day-upon-day of great run-up to $35, CIEN keeps following the market down, now below $31. Needham today cut it fr...

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Jester Debunker

11/19/18 at 9:48 PM CST Off Topic

Alas no, but I will. I am trying to get through most of the backlog before spending too much more. I still have a couple of Ubi open world...

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breinejm

11/19/18 at 8:24 PM CST

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Is anyone playing Red Dead? Been super busy with work, but trying to steal a few minutes here or there and I am 18% in. I really like it. Beautiful...

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Jester Debunker

11/19/18 at 1:28 PM CST Off Topic

I agree they were over-priced Jon. It still seems excessive how far they have fallen so fast though. EA down 46% in 4 months, ATVI down 40...

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breinejm

11/19/18 at 12:30 PM CST Off Topic

EA scares me. They make too many crappy games and have issues with their big games. I assume Battlefield 5 will have server issues for wee...

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Jam ok

11/16/18 at 1:35 PM CST Off Topic

OT - After declining 30% in a month, NVDA is getting whacked for 20% down today. Yes, they've got some immediate problems to overcome - cr...

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Jester Debunker

11/15/18 at 9:53 AM CST Off Topic

I'm already bathing in EA and ATVI ! The declines in both have been nuts. ATVI from $77 to $52, when things are going fine for them. EA fr...

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breinejm

11/14/18 at 12:54 PM CST

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Anyone looking at TTWO at 105?

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Jam ok

11/09/18 at 2:02 PM CST Off Topic

<p>OT - NVDA - JMHO - I'm holding my NVDA, as opposed to buying more. They've  slipped 30% in a month (with a recent 'comeback'...

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Jam ok

11/09/18 at 1:23 PM CST Off Topic

<p>As usual, have to work from memory, as I can't copy these stories:</p> <p>major analyst (Morgan Stanley? I think) upg...

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breinejm

11/07/18 at 1:35 PM CST Earnings

Regarding CIEN, just keeping my pattern going. My shares are cost avg of ~25 so just under $35 would be a great selling price, and if it dr...

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Jam ok

11/07/18 at 12:51 PM CST Earnings

Jon, Lt cap, Yes, any weigh-in by Lt would be appreciated. Hard to parse just how dire things are - dead money for a while, or forever?&nbs...

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breinejm

11/07/18 at 11:35 AM CST Earnings

I wish I would have been a bit more deliberate about unloading more shares. Wow, this hurts. I might be breakeven on this stock over the pa...

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breinejm

11/07/18 at 8:13 AM CST

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Should have waited one more day! lol.

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