Kanał Społeczność
CF
Carlos Fernández
@carlosf · Feb 23

Which stocks do you currently have on your watchlist?

This is what my watchlist looks like — I'm waiting to see what happens in the market. For example, Nvidia's results this Wednesday could significantly affect the market direction; maybe we'll continue the trend "strong results = stocks down" :D, so I'll wait a bit longer but will gradually start buying.

Which stocks from my or your watchlist are you planning to buy?

CT
Camila Torres @camilat Feb 24

I recommend this article by Bulios about cyber titled "4 stocks that are still expensive even after the drop"

GO
Gonzales OP @opgon Feb 24

For me I’ll definitely add to $MSFT, I’ve already taken $CRWD. Otherwise I’ll wait for $META and a bit of a discount.

SK
Sakura Kobayashi @sakurak Feb 23

Right now, $CRWD and $PANW could be interesting, because the discount is quite large.

CF
Carlos Fernández @carlosf Feb 23

Exactly, AI won't replace cybersecurity firms

JH
Jacob Harris @jacobh Feb 23

What price would you like to see for $META before you’d buy? Otherwise, nice watchlist :)

CF
Carlos Fernández @carlosf Feb 23

600 USD, aggressive buy at 500 USD :) How about you?

AW
Ava White @avaw Feb 23

Nvidia's results could change the whole sentiment. I'm still planning to buy $SOFI and $META at the start of the week before $NVDA's results.

PA
Pedro Almeida @pedroa Feb 23

Hi, nice list — I’m adding to positions: SPGI, MSFT. I also agree with META, AMZN and UBER, but I don’t want AMZN because three of the MAG7 are enough for me. I’d also be very interested in an analysis of BKNG, because a stock like that would fit my portfolio, but I haven’t looked into it yet. The drop there is pretty significant. CRWD still seems expensive to me; I only have FTNT and PANW—if it drops further it could be interesting. I don’t like NFLX, I’m considering UBER, Robinhood is probably still expensive. I also like SOFI, but I’d want a lower entry price there too.

CF
Carlos Fernández @carlosf Feb 23

Hi, thanks for the opinions — it’s true that my hottest candidates are MSFT, SPGI and UBER. For the others I’m just kind of watching the price tags for now. I was thinking I’d buy SOFI around $15; if it doesn’t get there, I’ll miss it, no worries. By the way, if you want an analysis of BOOKING, join Jarda Brychta’s Discord — people in the post about that company wrote useful information :)