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Entrada $175,23 10 ago 2026Atual $175,23 10 ago 2026Resultado +$0,00
am I loading up on Palunteer? Absolutely not. ... maybe it's a good time to even lock profits on on some of your position. Maybe you want exposure still longer term. So maybe maybe lock half of your profits. Maybe take a little off the table.
Contexto "Am I loading up on Palunteer? Absolutely not. ... it might be a good time to even lock profits on on some of your position. Maybe you want exposure still longer term. So maybe maybe lock half of your profits. Maybe take a little off the table."
Transcrição Completa
Alrighty guys, we have earnings out of Rocket Lab, ASTS, and Hims and Hers. We're going to cover those in this video and talk about Palunteer as the stock just keeps on going. We had another green day today up around 2% as the entire market h didn't do so well. Every index went down. Russell down over half a percent. Q's down about.3. S&P down at barely pretty much at break even. Same with the Dow down only 0.1%. So guys, we have to break down again earnings. Palunteer talk about where my head's at. Oil went up today. Gold went up, silver went up, VIX went up. Let's talk about it. Hit the like button. Make sure to subscribe. Join the Patreon if you guys want to keep up with my portfolio updates. Private Discord that's in the description box, pinned down below in the comments, in the bio. You guys know where to find it. And now let's dive into it. So Palunteer first of all keeps on going another 2% green day. This stock is defying the laws of gravity. Man, we hit 100 almost $80 per share this morning after completely ripping out of the gates. We actually sold off a bit in the pre-market. Got to about 168 and this thing said no more selling. No, no, no. and it ran up 6% while falling into close shortly after that. Uh but still, man, 2% green day, massive move out of the gate and this thing keeps on going. We're clearly breaking out of this 160 resistance. That is all news at this point. And we're trying to fill the gap to about $190, $200 on Palunteer. And although I think we might see a pullback before we actually fill that gap, I think that's where we're headed. I think that's where we're headed over the next couple of weeks, months towards 180, 90, 200. It's in the cart. So, before we dive deeper into Palunteer, talk more about the market. Let me show you these earnings again. We had a couple come out. Rocket Lab is number one, ticker RKB. This stock, let's see, closed at $80. It went down 3.4% on the day. Now, it's down, it looks like, a little bit more on the aftermarket. We are down another $2. And when the earnings first came out, it looks like we dropped about fiveish dollar 6%. So, Rocket Lab, let's see what they reported, guys. Earnings are fresh off the press. Rocket Lab reported a loss of 8. That missed the loss of 7 cents expected on sales of $234 million versus 231 million expected. So, missed EPS, beat sales pretty good there. And it looks like they guided uh for Q3 sales of 250 to 265 million versus 238.5 million expected. So very good guidance on the top line. Let's see anything else here worth mentioning. Again, these earnings are fresh off the press, guys. So we didn't get the call yet. We didn't get a chance to go deeper into the actual report, but the headline numbers um other than that miss on EPS don't look too bad. Pretty good beat on revenue. Very nice guide. And the market's realizing that now we got that initial shock sale, sale, whatever you want to call it, down to $75. Now we're starting to recover. Now we're pushing uh the mid high 78. So, Rocket Lab, although I'm not long, um, I'm still watching it as I am long Redwire and the space sector. You guys probably know that Redwire right now is, uh, it's at $1290, $13 a share. Uh, but I don't want to spend too much time on Redwire considering their earnings um, didn't come out today. So, let me show you Rocket Lab. And by the way, Redwire did do well last week with their earnings. Um, and Rocket Lab, looking at this chart, this thing's starting to break out even with it selling off in the aftermarket. You guys can see Rocket Lab is trading above well above the 50 SMA and the 180 moving average here on the 4hour chart. So, keep your eyes on that. If we start to consolidate in the high 70s, low 80s, that would be a good sign. And preferably, you know, if we start breaking into the mid80s, that would be what the bulls uh want to see. No doubt. We also had earnings out of AS, another space play. Um, this is Space Mobile. This is also down a little bit, but not too much. You know, it looks like this thing's even more rocky uh than Rocket Lab. No pun intended, guys. This thing closed at 680. It popped to about 72 uh 20. So, it uh jumped about 5%. Not too much, actually. And now it's down to 6714. But what 2% down in the aftermarket. Not too bad. ESTs reported EPS of 77. Well, they lost 77 on the quarter, which missed the loss of 28 cents expected. Oh, now it's really starting to dump. Wait a second, guys. And they missed on sales. $31.52 million versus $34.97. So, pretty big miss on revenue. Not I guess a pretty not the best report. Big miss on uh EPS as well. Um so double miss out of ESTS. They affirm their full year 26 sales guidance of 150 to 200 million versus 168.87 million. Not too bad guidance-wise, but really that's it in terms of uh the headline numbers that that stands out as a good good thing. the guidance. That's the only good metric I'm seeing here as again they double missed and the stock is paying for it right now in the short term after it tried breaking through after it tried breaking through 70 to 72 uh which has been support all year. Uh this stock has been trading sideways all year until recently it break through uh broke through $70. Not ideal for the bulls. Now we're trying to break through. We were hoping earnings will get us through there. Would have got us through there, but it didn't. At least at least not yet. The stock's down $2 after earnings, and I'd be watching for that 72 mark uh to break. I'm going to set my alert there now. Mark is that we're above $72 a share. And let's do him and hers quickly here, guys. By the way, hit that like button. Make sure to subscribe, hit that follow button. I appreciate all of you guys for tuning in on YouTube, on Facebook, on Tik Tok. I'm posting these videos everywhere now and they're getting a lot of traction. Um, I appreciate you guys and I couldn't I honestly couldn't do this obviously without you guys. Um, so the support is greatly greatly appreciated. Hims and Hers has been digging itself out of this hole the last couple of months. We hit $41 back in December. We went all the way down to $13 by March. massive draw down there about 67% and the stock's been been slowly filling the gap since then. Uh but you know, it's struggling now. We hit 40 bucks again about a month and a half ago. We got rejected, fell all the way down to 24. I mean, this stock's volatile, man. Now it's fighting to break back through 30, but it's it's getting hit. It's getting hit. And now in the aftermarket, guys, it looks like we're we're going up, we're going down, we're flat. I mean, this thing's all over the place. We hit $35 initially after earnings, went down to 29. Now we're back to 3150, $32. So, HIMS reported a loss of 37 that missed the loss of 3 cents expected on sales of $753 million versus $699 million expected. So, they beat sales but wildly missed EPS. And it looks like here they raised their fullear year 26 sales guidance from 2.8 to $3 billion um now to 3.1 to $3.3 billion. Excuse me guys versus 2.92 billion expected. So, they raised their fullear guidance and it looks like they raised their um or I don't know if they raised it, but it looks like their Q3 sales guidance is 880 to 900 versus 793 million. So, very strong guidance out of him and hers for Q3 for the full year, right? They missed EPS, but at the end of the day, man, this company is a growth company. They're trying to grow. As long as they're reinvesting, making the right moves, I'm fine with them missing EPS or being negative for now with the end goal of obviously being profitable and being a much bigger company. These guys, these companies, they have to grow somehow, guys, right? You know, they they're not just going to go from a $2 billion market cap to 500 billion. I'm not talking about him. In general, companies that are smaller companies, they reinvest, right? Their goal is not to be profitable and make all this money on the bottom line out of the gate. So, that's why the stock uh the market might not punish them as much for a big miss on EPS because they're raising guidance because revenues looking strong. They're growing, right? That is why uh the stock might go green here any second, you know? So, those are a couple uh earnings from today and I don't own any of those uh names, guys. Uh but I'm watching them. I'm watching them as again I do have a little exposure in the space sector via redwire calls and hims and hers. If it can take out $40, guys, this might be a bigger runner. Honestly, even before that, even before that, it might fill the gap to 40. That could be a trade in and of itself. Then we break 40, it goes even higher. We'll see. What do you guys think? Let me know in the comments. Um, so yeah, with that being said, I mean, going back to Palunteer here very quickly, am I loading up on Palunteer? Absolutely not. I think now is actually a good time to to just hold it, maybe sell some covered calls at a $200 strike. You know, you can probably make some good premium doing that. Uh, you know, maybe it's a good time to even lock profits on on some of your position. Maybe you want exposure still longer term. So maybe maybe lock half of your profits. Maybe take a little off the table. You know, now now's not a time to to go all in, though. In my opinion, just my opinion. The stock's up massively over the last um month and 10 days. It is up from literally 105 to where it is now, 175, 70%. Do you guys remember I was calling out Palunteer down here? I was buying it down here. Do you guys not remember that? I did sell it. That was a trade. I probably should have held on to it longer, but we were calling out how unbelievably oversold it was. And now we're calling out how it's not maybe it's not as overbought, you know, um as as oversold it was. Does that make sense? Uh but if it hits 180 185 on this go, which it kind of almost did this morning, it's almost getting to that point where the se, you know, the the scale tipped so far to the oversold side. Now it's tipping to the overbought, we're going to be due for a draw down. So I much rather wait for that draw down before entering again. Uh you know, again, it might be a decent time to sell some calls, take take advantage of the elevated premium we've seen. And overall, that's what I'm doing. I'm just holding on tight and uh letting it ride. I'm not surprised we're, you know, breaking out finally. May maybe I am surprised it went up 30% in a day. That kind of surprised me a little bit. Uh but, you know, at this point in this market, not much surprises me anymore, guys. So, what do you think? Let me know in the comments. Hit the like button. Make sure to subscribe. Follow along for more content. Join the Patreon if you want to keep up with my portfolio updates, trades, investments. If you want to be a part of my private Discord, it's all linked down below, pinned in the comments, or go to stockserfest.com/patreon. And with that being said, I'll see you guys in the Patreon or in the next video. Have a great rest of your
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