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breinejm

11/02/18 at 9:55 AM CDT

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<p>Looking at some CIEN options about 2 weeks out. Nov 30 is 3 months from last earnings release so I expect earnings after that. Currently t...

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Jester Debunker

10/30/18 at 9:11 AM CDT Off Topic

EA is talking about Project Atlas. Best to read about it rather than let me try to explain it, because tbh it's a confusing jumble of tech...

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breinejm

10/27/18 at 10:05 AM CDT Off Topic

Yes, their earnings haver not been good moments and allowed for larger drops recently. I still hold too much of this, definitely the defin...

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Jam ok

10/26/18 at 3:29 PM CDT Off Topic

OT - INFN - What, exactly justified INFN's nearly 9% loss today? Was it confirmed that CenturyLink jumped ship to CIEN? Did somebody juts ...

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Jam ok

10/26/18 at 1:11 PM CDT Off Topic

OT - NOK: Good summary of earnings and cc:  nasdaq.com/ar...043725 Cannacord Genuity raised it to 'buy' and raised PT from $6 to $...

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breinejm

10/26/18 at 10:41 AM CDT

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Wow, crazy earnings. Slight miss due to softness in one area (Data Center), but other areas growing. Still expecting 20% YoY growth and softness in...

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Jester Debunker

10/24/18 at 8:17 AM CDT Off Topic

EA down to an 18-month low just under $100, down from $151 in 3 months. I know I mentioned the negatives against them, but it's surely on ...

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Jam ok

10/23/18 at 1:36 PM CDT Off Topic

OT - Stief resumes coverage of CIEN, PT $35. Bring it on. I think NVDA should differentiate itself from the general malaise of the chip se...

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Jester Debunker

10/18/18 at 10:28 PM CDT News

Identical sales as last year, but they said engagement metrics were up. I think that's positive news, not sure why anyone should be disappointe...

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Jam ok

10/18/18 at 1:50 PM CDT News

If I heard it right on CNBC, Activision is down 7%, despite Black Ops being the largest video launch ever. Underwhelming? The stats they put ou...

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breinejm

10/14/18 at 9:27 AM CDT Off Topic

I am mostly free to play mobile. I have 3 Clash of Clans accounts and lead a clan. I also still play pokemon go. I have spent some money o...

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Jam ok

10/12/18 at 9:29 PM CDT Off Topic

Jon, Some of the rumblings I hear do, in fact, supposedly say that consoles may be obsolete as everything is delivered, not just the conte...

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Jester Debunker

10/11/18 at 9:23 PM CDT Off Topic

I'm not a fan of mobile games generally. Too much focus on monetization, small screen, and I prefer a game controller over a finger on a s...

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breinejm

10/11/18 at 8:46 PM CDT Off Topic

Steam had GTA5 for $19 and change so I bought 2 copies on PC for my son and I to play together. I also have a friend who has his own serve...

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Jester Debunker

10/11/18 at 5:08 PM CDT Off Topic

This article tracking Fortnite DAU and Twitter mentions shows the game peaked during the summer. This fits with what I've been hearing ane...

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Jam ok

10/11/18 at 4:24 PM CDT Off Topic

Jester, With NVDA and ISRG at these levels, I'm tempted to add to the positions. Maybe ABT is a candidate, too, but healthcare has held up...

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Jester Debunker

10/11/18 at 3:02 PM CDT Off Topic

The market meltdown has been scarily fast. It looked like bulls were trying re-assert themselves today, until the last hour. Hopefully tom...

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Jam ok

10/11/18 at 1:10 PM CDT Off Topic

OT - Well, of course I'm curious to hear what other folks think of the market meltdown - temporary hiccup or the beginning of the end. I f...

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Jam ok

10/09/18 at 10:53 AM CDT Off Topic

OT - Well, since this is officially a gaming thread, maybe it's not OT - Sony is working on a successor to the PlayStation 4 as specu...

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Jam ok

10/05/18 at 2:03 PM CDT Off Topic

Jon, Thanks for the note. I really should start following them. I may be wrong, but I used the 2 day selloff in chips to add an increment ...

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