US stock · Technology sector · Software—Application
Company Logo

Autodesk, Inc.

ADSKNASDAQ

186.80

USD
-2.66
(-1.40%)
Market Closed
75.36P/E
24Forward P/E
3.76P/E to S&P500
40.322BMarket CAP
- -Div Yield
Google Trends
Recent Reddit Comments

ADSK is a great buy right now IMO and will be a great stock in the long term if you keep it. I got in at 115 and have seen it as high as 340. 196 right now is a bargain.

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Tell me about it. I had 2x ADSK 210p that I bought for $2200. Did not sell during early Sept. sold them for $800 yesterday morning. Today they will actually be up bigly.

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Just want ADSK to drop to $200 today.

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Found my notepad that I scribbled some notes down on ones I found a couple nights ago:

SPRX: Looks really promising, throws a lot of it's weight behind U and NVDA specifically. Covers other things that are mostly business oriented. highly affordable jumping in price, nice to see.

METV: Not as attractive because of the focus on Metaverse, a stock I don't believe in, but they do cover ADSK at 3% of their holdings, as well as U and NVDA as well.

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ADSK - Autodesk

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NVDA and ADSK puts that I sold for a big loss yesterday after earnings

are up 3x today img

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Nice! I’m holding for decades. ADSK is my one of 2 hood forever stocks

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Lol ADSK. My 9/16 210p got fucking crushed but there is hope.

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Why tf ADSK is drilling img

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rip to adsk call holders who didnt sell within the first 5 minutes

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$adsk please go back to ATH

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Iv is gonna crush my Adsk calls

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NVDA EPS 0.51 on Rev $6.70 Billion - Tanks $172 to $164
vs
SNOW EPS 0.007 on Rev 497.25 Million - Runs $160 to $188

Sick.

Buffett must still have his SNOW position. Otherwise, the street knows a lot of retail are in NVDA and they'll pull anything to f*ck you up.

I played ADSK today just for E/R (SOB it worked out) but I will be watching the hell out of SNOW.

NVDA I think will be OK, but it might be awhile. Sure hoping they don't grind it into the dirt ala AMD.

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Earnings play results

VSCO p = small win img but it's recovering already. So stupid.

ADSK p = can go fuck itself img

NVDA p = looks okay. 167.5p so maybe it will make some money img

BOX c = good earnings but goes down img

GES p = too small win img

CRM c = can go fuck itself img stupid redditor made me play it last minute

Overall result = img

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Earnings play results

VSCO p = small win img but it's recovering already. So stupid.

ADSK p = can go fuck itself img

NVDA p = looks okay. 167.5p so maybe it will make some money img

BOX c = good earnings but goes down img

GES p = too small win img

CRM c = can go fuck itself img stupid redditor made me play it last minute

Overall result = img

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AUTODESK TO THE MOON

infinite money guide:

  1. BUY ADSK
  2. DEMOLISH YOUR HOME 🏚
  3. HIRE ARChiteCTURAL FIRM TO PLAN NEW HOmE ⚒️ 🏡
  4. MAKE SURE ARCHITECTURAL FIRM IS USING AUTODESK 🧑‍💻🧠
  5. PROFIT PROFIT PROFIT!!!!
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Love how ADSK had two separate drops in AH for the MM to get out of bad positions.

All good, nothing to see

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You got some on ADSK too? Awesome glad to hear!

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I’m getting trolled by ADSK so fucking hard. What the fuck is this?

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My ADSK calls I bought 3m before close gonna print tomorrow

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SPLK 🚀 ADSK 🚀 CRM 🐻 SNOW 🚀🚀

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I'm an oil bull. Not looking forward to when reddit starts complaining about high gas prices 5 months from now.

Also yay, two of my stocks $adsk and $snow decent earnings.

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ADSK earnings:

  • Revenue: $1.24B, est: $1.21B
  • EPS: $1.65, est: $1.56
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ADSK calls printing

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>$ADSK Earnings https://t.co/QWPfhbTjFj

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-08-24 ^16:02:14 ^EDT-0400

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ADSK having a stroke

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Changed my earnings plays 6/6 please market lords img why is everything going the wrong way img

NVDA p VSCO p BOX c ADSK p GES p CRM c

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ADSK 9/2 227.5 Calls CRM 9/16 190 Calls

img

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Earnings bets placed img o great market lords please let me 5/5

NVDA p

VSCO c

BOX c

ADSK p

GES p

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Puts for NVDA SNOW ADSK

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I just got ADSK 230c 9/30 🤞

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Give me the earnings plays. Calls or puts?

NVDA, VSCO, BOX, SNOW, ADSK, GES

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Current positions for today:

​

ADSK 227.5c 9/2

ADSK 235c 9/23

NVDA 190c 9/30

NVDA 190c 12/16

PTON 12p 9/2

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ADSK looks tempting but I'm undecided.

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There's a lot. Nvda, wsm, woof, adsk, dks, aap, cal, intu, sjm, jd, Jwn, m, mdt, pycr, tol, urbn

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AVERAGE EARNINGS MOVE | LAST MOVE | IMPLIED MOVE FROM ATM OPTIONS PRICING

2022-08-22

Palo Alto Networks Inc $PANW: 9.03% | 3.6% | 8.45%

Zoom Video Communications Inc $ZM: 16.18% | 2.06% | 14.1%

Nordson Corporation $NDSN: 5.98% | 1.79% | 6.87%

DENTSPLY SIRONA Inc $XRAY: 6.55% | 2.35% | 8.11%

2022-08-23

Advance Auto Parts $AAP: 7.84% | 3.37% | 8.95%

Toll Brothers Inc $TOL: 6.75% | 9.82% | 9.55%

JM Smucker Company $SJM: 6.0% | 7.45% | 5.41%

KE Holdings Inc $BEKE: 14.4% | 23.66% | 19.04%

Macys Inc $M: 10.6% | 24.79% | 12.1%

Nordstrom Inc $JWN: 12.01% | 20.12% | 14.97%

Intuit Inc $INTU: 4.3% | 11.2% | 5.75%

2022-08-24

Autodesk Inc $ADSK: 7.82% | 9.45% | 7.51%

Royal Bank of Canada $RY: 2.29% | 3.74% | 4.6%

NVIDIA Corporation $NVDA: 7.34% | 8.43% | 6.94%

NetApp Inc $NTAP: 7.36% | 4.87% | 7.69%

Splunk Inc $SPLK: 9.21% | 8.16% | 8.5%

Snowflake Inc $SNOW: 7.84% | 7.83% | 12.86%

Salesforce Com Inc $CRM: 5.98% | 15.73% | 7.72%

2022-08-25

Toronto Dominion Bank $TD: 2.87% | 2.36% | 6.08%

Burlington Stores Inc $BURL: 9.6% | 10.59% | 12.02%

Ulta Beauty Inc $ULTA: 9.45% | 7.34% | 6.94%

Canadian Imperial Bank of Commerce $CM: 3.29% | 3.11% | 5.26%

Dollar General Corporation $DG: 7.42% | 9.5% | 5.24%

Coty Inc $COTY: 13.98% | 8.22% | 10.73%

Dell Technologies Inc $DELL: 6.16% | 18.58% | 9.12%

Elastic NV $ESTC: 12.43% | 12.78% | 15.91%

Gap Inc $GPS: 9.21% | 7.76% | 14.56%

Ubiquiti Inc $UI: 12.63% | 16.45% | 12.15%

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Implied moves for earnings next week:

​

$NVDA 6.9%
$CRM 7.4%
$SNOW 12.5%
$SPLK 9.7%
$AFRM 21.0%
$ULTA 7.1%
$WDAY 7.9%
$FTCH 23.5%
$ESTC 15.6%
$VMW 5.7%
$ADSK 7.7%
$WSM 12.9%
$NTAP 8.2%
$PTON 22.0%
$DG 5.4%
$DLTR 9.1%
$BURL 9.7%
$SCVL 17.9%
$ZM 14.2%
$PANW 8.7%
$M 12.3%
$DKS 11.5%
$XPEV 9.7%
$MDT 3.6%
$JD 7.5%
$SJM 5.5%
$JWN 14.5%
$AAP 7.8%
$INTU 6.3%
$TOL 6.8%
$LZB 12.9%
$WOOF 10.0%
$EAT 15.2%
$NDSN 6.6%
$DLO 20.1%

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Implied moves for earnings next week:

​

$NVDA 6.9%
$CRM 7.4%
$SNOW 12.5%
$SPLK 9.7%
$AFRM 21.0%
$ULTA 7.1%
$WDAY 7.9%
$FTCH 23.5%
$ESTC 15.6%
$VMW 5.7%
$ADSK 7.7%
$WSM 12.9%
$NTAP 8.2%
$PTON 22.0%
$DG 5.4%
$DLTR 9.1%
$BURL 9.7%
$SCVL 17.9%
$ZM 14.2%
$PANW 8.7%
$M 12.3%
$DKS 11.5%
$XPEV 9.7%
$MDT 3.6%
$JD 7.5%
$SJM 5.5%
$JWN 14.5%
$AAP 7.8%
$INTU 6.3%
$TOL 6.8%
$LZB 12.9%
$WOOF 10.0%
$EAT 15.2%
$NDSN 6.6%
$DLO 20.1%

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i work in the sapce and also believe in ADSK. What's your strike/date?

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CAD like AutoCAD, so puts on $ADSK? got itimg

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TSM PUT/ BaBa PUT / ADSK PUT / TwTR CALL / Nflx PUT

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Roblox (RBLX) Microsoft (MSFT) NVIDIA (NVDA) Meta Platforms (META) Match (MTCH) Unity (U) Cloudflare (NET) Autodesk (ADSK) Animoca Brands (AB1) Matterport (MTTR)

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|Ticker|SharesOutstanding|EarningsTtm| :--|:--|:--| |LKQ|282833000|1060623750| |BBWI|228736000|1056760320| |ULTA|51818000|1053978120| |NEM|793651000|1047619320| |CRM|995000000|1044750000| |AME|230910000|1041404100| |CAG|479875000|1036530000| |DRE|384455000|1034183950| |KIM|618007000|1025891620| |KMI|2267000000|1020150000| |IPG|393664000|1019589760| |AEE|258226000|1012245920| |SNPS|152970000|1008072300| |KEYS|179946000|1007697600| |SRE|314305000|999489900| |SYY|509476000|998572960| |QRVO|106027000|993472990| |CDW|135116000|993102600| |GPN|281540000|985390000| |FAST|575606000|984286260| |VRSK|157902000|983729460| |TSCO|111882000|983442780| |MHK|63539000|978500600| |AJG|209614000|976801240| |HRL|546056000|966519120| |CMA|130760000|962393600| |KMX|160538000|960017240| |TER|160203000|953207850| |COO|49337000|948750510| |CPB|300576000|943808640| |PVH|66961000|941471660| |AMCR|1514000000|938680000| |ANET|308264000|937122560| |INCY|221505000|936966150| |IR|405930000|933639000| |DRI|124734000|933010320| |ZION|151359000|932371440| |NTAP|221190000|931209900| |PKG|93701000|921080830| |GPC|141595000|918951550| |CHRW|127266000|911224560| |FIS|610771000|903941080| |DTE|193739000|902823740| |UHS|74381000|861331980| |JBHT|104783000|855029280| |SNA|53374000|840640500| |BF.B|479053000|838342750| |FLT|77341000|837603030| |NLOK|580064000|835292160| |DVA|94600000|830588000| |EXR|134280000|829850400| |EVRG|229478000|810057340| |CHD|242771000|805999720| |ZBRA|52514000|801363640| |TPR|251802000|800730360| |EMN|128882000|797779580| |TDG|54606000|784142160| |MTD|22680000|782913600| |RMD|146285000|781161900| |VRSN|109545000|779960400| |EA|279894000|778105320| |PKI|126148000|774548720| |IT|80539000|772369010| |EFX|122335000|767040450| |WRK|254852000|764556000| |BSX|1430000000|757900000| |CDNS|275759000|752822070| |MKC|268077000|750615600| |FMC|125939000|750596440| |ATO|139015000|749290850| |MSCI|81123000|747954060| |TXT|215083000|746338010| |FBHS|130807000|744291830| |HLT|278332000|729229840| |HES|311263000|728355420| |POOL|40025000|726854000| |IDXX|84007000|726660550| |ILMN|157100000|724231000| |AVY|81714000|719900340| |GL|98600000|712878000| |ALGN|78806000|705313700| |LDOS|136662000|703809300| |NWL|413500000|698815000| |MOH|58700000|698530000| |WAT|60235000|693907200| |WST|74076000|682980720| |LNT|250814000|682214080| |CMG|27962000|680595080| |BWA|239575000|675601500| |DXC|230684000|673597280| |NI|405798000|669566700| |MLM|62366000|663574240| |RHI|110514000|659768580| |FTV|358448000|652375360| |ROK|116262000|645254100| |HSIC|138051000|635034600| |FTNT|802636000|626056080| |SJM|106458000|621714720| |O|601598000|613629960| |AKAM|160305000|607555950| |BRO|282273000|606886950| |BXP|173262000|606417000| |VMC|132896000|602018880| |PNW|113001000|600035310| |MAA|115428000|595608480| |PPL|735903000|588722400| |EIX|381200000|587048000| |LUV|592956000|587026440| |TTWO|161982000|586374840| |TDY|46843000|581790060| |WAB|182648000|580820640| |RL|70094000|571967040| |BR|117227000|555655980| |IFF|254838000|555546840| |NLSN|359693000|550330290| |AAP|60640000|549398400| |PNR|165400000|540858000| |MAS|235940000|540302600| |HII|40047000|534226980| |SEE|146084000|524441560| |DAL|641077000|519272370| |BKNG|40623000|511849800| |AOS|156007000|500782470| |CTLT|179213000|498212140| |CBOE|106189000|496964520| |EQIX|91022000|496069900| |GNRC|63830000|493405900| |NWSA|585742000|492023280| |NWS|585742000|492023280| |TFX|46900000|488698000| |PWR|143709000|488610600| |TRMB|250142000|485275480| |ADSK|217272000|484516560| |REG|172362000|480889980| |PTC|116976000|479601600| |NDSN|57512000|478499840| |IEX|76006000|476557620| |DPZ|36048000|476194080| |ALK|126092000|470323160| |EPAM|57151000|466352160| |ALLE|87805000|460098200| |ARE|163218000|457010400| |CLX|123080000|456626800| |ANSS|86990000|452348000| |IRM|290562000|447465480| |ETSY|127119000|436018170| |SBAC|107829000|434550870| |CRL|50805000|425237850| |XYL|180093000|421417620| |AIZ|54085000|401851550| |PENN|166803000|398659170| |ESS|65333000|394611320| |FDS|37897000|385791460| |HAS|139442000|376493400| |J|128627000|371732030| |XRAY|215452000|364113880| |CPT|106521000|360040980| |JKHY|72862000|355566560| |FFIV|60472000|350132880| |JNPR|323095000|339249750| |ROL|492461000|329948870| |BKR|984576000|324910080| |APTV|270931000|322407890| |HWM|417914000|300898080| |MTCH|285593000|294160790| |CTXS|126580000|282273400| |ALB|117113000|282242330| |MPWR|46643000|279391570| |PEAK|539557000|275174070| |FRT|79420000|261291800| |HST|714777000|257319720| |MKTX|37742000|243813320| |STE|100080000|242193600| |LW|144447000|232559670| |PAYC|60254000|231977900| |TWTR|764297000|229289100| |TECH|39234000|225595500| |NOW|200460000|224515200| |EXPE|157097000|219935800| |ZBH|209577000|217960080| |DXCM|392504000|215877200| |SEDG|55387000|181669360| |VTRS|1212000000|169680000| |TYL|41474000|166310740| |ENPH|135028000|166084440| |UDR|318401000|162384510| |VTR|399695000|151884100| |ABMD|45564000|136692000| |WELL|453968000|131650720| |VNO|191743000|122715520| |CEG|327000000|0| |STZ|183942000|-23912460| |BIO|29932000|-80816400| |CDAY|152645000|-83954750| |AES|667860000|-153607800| |LYV|228064000|-462969920| |WYNN|115965000|-664479450| |CAH|272427000|-964391580| |LVS|764109000|-1016264970| |CZR|214366000|-1275477700| |PEG|499259000|-1288088220| |UAL|326731000|-1996326410| |GE|1101000000|-2213010000| |AAL|649515000|-2377224900| |EBAY|559842000|-3728547720| |NCLH|419101000|-4438279590| |BA|591636000|-4886913360| |RCL|254956000|-5300535240| |CCL|1136000000|-9178880000|

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Category 3 (part 2)

|Ticker|Name|Sector|Price|Market cap|P/E|Earnings date| :--|:--|:--|--:|--:|:-:|--:| |SRE|Sempra|Utilities|149.44|46969695135|47.26|08/04/2022| |HSY|The Hershey Company|Consumer Defensive|220.96|45430393796|28.38|08/04/2022| |AIG|American International Group, Inc.|Financial|52.77|41803966925|4.55|08/04/2022| |RSG|Republic Services, Inc.|Industrials|129.9|41034225981|30.75|08/04/2022| |DLR|Digital Realty Trust, Inc.|Real Estate|138.8|39512516108|28.78|08/04/2022| |CTVA|Corteva, Inc.|Basic Materials|53.56|38761000000|22.95|08/04/2022| |WELL|Welltower Inc.|Real Estate|83.36|37842747749|111.38|08/04/2022| |XEL|Xcel Energy Inc.|Utilities|68.56|37341422062|22.97|08/04/2022| |MSI|Motorola Solutions, Inc.|Technology|217.33|36358635583|29.77|08/04/2022| |AJG|Arthur J. Gallagher & Co.|Financial|165.25|34713737000|36.26|08/04/2022| |ED|Consolidated Edison, Inc.|Utilities|92.93|32924625165|21.48|08/04/2022| |YUM|Yum! Brands, Inc.|Consumer Cyclical|114.42|32628441473|20.78|08/04/2022| |PH|Parker-Hannifin Corporation|Industrials|253.1|32490953983|19.57|08/04/2022| |HLT|Hilton Worldwide Holdings Inc.|Consumer Cyclical|116.71|32484092452|45|08/04/2022| |IFF|International Flavors & Fragrances Inc.|Basic Materials|121.41|30939882513|55.78|08/04/2022| |RMD|ResMed Inc.|Healthcare|211.5|30939192900|39.85|08/04/2022| |CARR|Carrier Global Corporation|Industrials|36.3|30791176692|12.04|08/04/2022| |DXCM|DexCom, Inc.|Healthcare|77.67|30485761660|151.95|08/04/2022| |ILMN|Illumina, Inc.|Healthcare|193.93|30466401849|42.3|08/04/2022| |ES|Eversource Energy|Utilities|83.35|28745589108|22.16|08/04/2022| |APTV|Aptiv PLC|Consumer Cyclical|97.09|26304680088|82.01|08/04/2022| |MTD|Mettler-Toledo International Inc.|Healthcare|1146.9|26012036623|33.68|08/04/2022| |EIX|Edison International|Utilities|62.79|23935560906|40.89|08/04/2022| |CBRE|CBRE Group, Inc.|Real Estate|73.13|23903307467|12.64|08/04/2022| |K|Kellogg Company|Consumer Defensive|70.72|23894350684|15.75|08/04/2022| |BALL|Ball Corporation|Consumer Cyclical|71.59|22893679020|20.93|08/04/2022| |AEE|Ameren Corporation|Utilities|87.91|22700683769|22.52|08/04/2022| |LH|Laboratory Corporation of America Holdings|Healthcare|242.56|22485309348|11.14|08/04/2022| |WST|West Pharmaceutical Services, Inc.|Healthcare|301.18|22310091677|33.58|08/04/2022| |FTV|Fortive Corporation|Technology|56.28|20173447374|31.24|08/04/2022| |PPL|PPL Corporation|Utilities|27.08|19928250475|32.08|08/04/2022| |MLM|Martin Marietta Materials, Inc.|Basic Materials|309.68|19313341389|29.44|08/04/2022| |CMS|CMS Energy Corporation|Utilities|65.19|18913516737|13.99|08/04/2022| |EPAM|EPAM Systems, Inc.|Technology|326.01|18631843709|41.69|08/04/2022| |CNP|CenterPoint Energy, Inc.|Utilities|28.85|18159601005|11.46|08/04/2022| |PWR|Quanta Services, Inc.|Industrials|125.98|18104447704|38.22|08/04/2022| |HBAN|Huntington Bancshares Incorporated|Financial|12.51|18004079579|17.29|08/04/2022| |ESS|Essex Property Trust, Inc.|Real Estate|261.71|17098304105|43.36|08/04/2022| |PARA|Paramount Global|Communication Services|25.76|16822511477|#N/A|08/04/2022| |EXPE|Expedia Group, Inc.|Consumer Cyclical|102.34|16077378042|81.62|08/04/2022| |IP|International Paper Company|Consumer Cyclical|42.84|15877754984|9.46|08/04/2022| |SWKS|Skyworks Solutions, Inc.|Technology|98.03|15775585386|11.9|08/04/2022| |WAB|Westinghouse Air Brake Technologies Corporation|Industrials|85.05|15534187442|26.93|08/04/2022| |BIO|Bio-Rad Laboratories, Inc.|Healthcare|507.84|15160740389|#N/A|08/04/2022| |CAH|Cardinal Health, Inc.|Healthcare|54.45|14833672137|#N/A|08/04/2022| |EVRG|Evergy, Inc.|Utilities|64.11|14711847542|18.2|08/04/2022| |CPT|Camden Property Trust|Real Estate|135.11|14392025353|40.71|08/04/2022| |LNT|Alliant Energy Corporation|Utilities|57.32|14376641207|18.46|08/04/2022| |IRM|Iron Mountain Incorporated|Real Estate|49.46|14371171523|32.24|08/04/2022| |LKQ|LKQ Corporation|Consumer Cyclical|49.92|14119017850|13.35|08/04/2022| |TECH|Bio-Techne Corporation|Healthcare|352.76|13840013370|64.35|08/04/2022| |TXT|Textron Inc.|Industrials|60.62|13038343354|17.69|08/04/2022| |MAS|Masco Corporation|Industrials|51.8|12221712539|23.11|08/04/2022| |TAP|Molson Coors Beverage Company|Consumer Defensive|55.77|12104711289|11.31|08/04/2022| |TFX|Teleflex Incorporated|Healthcare|258.05|12102554749|25.1|08/04/2022| |REG|Regency Centers Corporation|Real Estate|61.48|10596834125|22.1|08/04/2022| |WRK|WestRock Company|Consumer Cyclical|40.64|10357176996|13.7|08/04/2022| |NRG|NRG Energy, Inc.|Utilities|38.32|9092703647|2.33|08/04/2022| |AOS|A. O. Smith Corporation|Industrials|55.82|8708305110|17.56|08/04/2022| |HII|Huntington Ingalls Industries, Inc.|Industrials|215.34|8623761747|16.16|08/04/2022| |NLSN|Nielsen Holdings plc|Industrials|23.53|8463581242|17.14|08/04/2022| |MHK|Mohawk Industries, Inc.|Consumer Cyclical|127.95|8129868595|8.34|08/04/2022| |PNW|Pinnacle West Capital Corporation|Utilities|71.75|8107821750|13.54|08/04/2022| |XRAY|DENTSPLY SIRONA Inc.|Healthcare|36.76|7919996778|21.87|08/04/2022| |PENN|Penn National Gaming, Inc.|Consumer Cyclical|32.12|5357702545|14.83|08/04/2022| |BRK.B|Berkshire Hathaway Inc.|Financial|278.28|613961100000|0|08/05/2022| |D|Dominion Energy, Inc.|Utilities|78.14|63392660746|21.88|08/05/2022| |ABC|AmerisourceBergen Corporation|Healthcare|148.46|31097026846|18.14|08/05/2022| |VTR|Ventas, Inc.|Real Estate|51.23|20476395159|135.01|08/05/2022| |NCLH|Norwegian Cruise Line Holdings Ltd.|Consumer Cyclical|13.22|5540516653|#N/A|08/05/2022| |APD|Air Products and Chemicals, Inc.|Basic Materials|252.08|55904613870|25.1|08/08/2022| |TSN|Tyson Foods, Inc.|Consumer Defensive|85.8|31020931043|7.37|08/08/2022| |STE|STERIS plc|Healthcare|207.89|20805631138|83.81|08/08/2022| |CF|CF Industries Holdings, Inc.|Basic Materials|83.32|17380693580|10.75|08/08/2022| |PFG|Principal Financial Group, Inc.|Financial|68.55|17321495826|11.77|08/08/2022| |VTRS|Viatris Inc.|Healthcare|10.96|13287103966|80.08|08/08/2022| |DISH|DISH Network Corporation|Communication Services|18.85|9990402182|5.42|08/08/2022| |SYY|Sysco Corporation|Consumer Defensive|85.57|43595844050|44.04|08/09/2022| |TDG|TransDigm Group Incorporated|Industrials|538.75|29418761612|37.51|08/09/2022| |EBAY|eBay Inc.|Consumer Cyclical|45.67|25567987681|2.68|08/10/2022| |DIS|The Walt Disney Company|Communication Services|97.78|178104605516|67.46|08/11/2022| |CEG|Constellation Energy Corporation|Utilities|59.28|19366704465|#N/A|08/11/2022| |BR|Broadridge Financial Solutions, Inc.|Technology|145.59|17067049382|31.24|08/11/2022| |OGN|Organon & Co.|Healthcare|35.86|9095426560|7.02|08/11/2022| |WMT|Walmart Inc.|Consumer Defensive|123.72|339135081346|26.58|08/16/2022| |HD|The Home Depot, Inc.|Consumer Cyclical|283|290854382000|17.96|08/16/2022| |A|Agilent Technologies, Inc.|Healthcare|121.29|36230293593|29.25|08/16/2022| |AMCR|Amcor plc|Consumer Cyclical|12.41|18649325830|19.96|08/16/2022| |JKHY|Jack Henry & Associates, Inc.|Technology|182.9|13326426433|37.55|08/16/2022| |NVDA|NVIDIA Corporation|Technology|171.26|428149986267|45.96|08/17/2022| |CSCO|Cisco Systems, Inc.|Technology|44.1|182616461981|15.47|08/17/2022| |LOW|Lowe's Companies, Inc.|Consumer Cyclical|182.84|116858344019|14.9|08/17/2022| |ADI|Analog Devices, Inc.|Technology|149.69|77809761409|42.46|08/17/2022| |TJX|The TJX Companies, Inc.|Consumer Cyclical|60.24|70579354606|21.83|08/17/2022| |TGT|Target Corporation|Consumer Defensive|150.42|69749196596|12.47|08/17/2022| |SNPS|Synopsys, Inc.|Technology|317.47|48563449580|49.42|08/17/2022| |KEYS|Keysight Technologies, Inc.|Technology|140.48|25278799263|25.41|08/17/2022| |BBWI|Bath & Body Works, Inc.|Consumer Cyclical|30.95|7079363899|6.64|08/17/2022| |EL|The Estee Lauder Companies Inc.|Consumer Defensive|270.2|96555217802|29.53|08/18/2022| |AMAT|Applied Materials, Inc.|Technology|97.36|84698059922|12.99|08/18/2022| |ROST|Ross Stores, Inc.|Consumer Cyclical|77.53|27129785611|17.24|08/18/2022| |TPR|Tapestry, Inc.|Consumer Cyclical|33.33|8392571120|10.75|08/18/2022| |DE|Deere & Company|Industrials|310.87|95012937479|16.22|08/19/2022| |MDT|Medtronic plc|Healthcare|90.22|120059635084|24.73|08/23/2022| |INTU|Intuit Inc.|Technology|417.62|117800953600|47.42|08/23/2022| |BBY|Best Buy Co., Inc.|Consumer Cyclical|74.69|16817828345|8.28|08/23/2022| |AAP|Advance Auto Parts, Inc.|Consumer Cyclical|183.1|11103149581|20.39|08/23/2022| |CRM|Salesforce, Inc.|Technology|185.92|184990435362|180.46|08/24/2022| |ADSK|Autodesk, Inc.|Technology|192.48|41820532879|87.35|08/24/2022| |ULTA|Ulta Beauty, Inc.|Consumer Cyclical|410.54|21273395005|20.32|08/24/2022| |NTAP|NetApp, Inc.|Technology|66.81|14777730083|16.33|08/24/2022| |DG|Dollar General Corporation|Consumer Defensive|247.9|56272554914|25.42|08/25/2022| |HPQ|HP Inc.|Technology|35.23|36432681266|6.31|08/25/2022| |DLTR|Dollar Tree, Inc.|Consumer Defensive|157.21|35302450267|24.02|08/25/2022| |SJM|The J. M. Smucker Company|Consumer Defensive|128.88|13720294671|22.08|08/25/2022| |CTLT|Catalent, Inc.|Healthcare|109.61|19643558961|39.46|08/29/2022| |NDSN|Nordson Corporation|Industrials|204.94|11786462284|24.92|08/29/2022| |PVH|PVH Corp.|Consumer Cyclical|63.35|4241949473|4.57|08/30/2022|

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Category 3 (part 2)

|Ticker|Name|Sector|Price|Market cap|P/E|Earnings date| :--|:--|:--|--:|--:|:-:|--:| |SRE|Sempra|Utilities|149.44|46969695135|47.26|08/04/2022| |HSY|The Hershey Company|Consumer Defensive|220.96|45430393796|28.38|08/04/2022| |AIG|American International Group, Inc.|Financial|52.77|41803966925|4.55|08/04/2022| |RSG|Republic Services, Inc.|Industrials|129.9|41034225981|30.75|08/04/2022| |DLR|Digital Realty Trust, Inc.|Real Estate|138.8|39512516108|28.78|08/04/2022| |CTVA|Corteva, Inc.|Basic Materials|53.56|38761000000|22.95|08/04/2022| |WELL|Welltower Inc.|Real Estate|83.36|37842747749|111.38|08/04/2022| |XEL|Xcel Energy Inc.|Utilities|68.56|37341422062|22.97|08/04/2022| |MSI|Motorola Solutions, Inc.|Technology|217.33|36358635583|29.77|08/04/2022| |AJG|Arthur J. Gallagher & Co.|Financial|165.25|34713737000|36.26|08/04/2022| |ED|Consolidated Edison, Inc.|Utilities|92.93|32924625165|21.48|08/04/2022| |YUM|Yum! Brands, Inc.|Consumer Cyclical|114.42|32628441473|20.78|08/04/2022| |PH|Parker-Hannifin Corporation|Industrials|253.1|32490953983|19.57|08/04/2022| |HLT|Hilton Worldwide Holdings Inc.|Consumer Cyclical|116.71|32484092452|45|08/04/2022| |IFF|International Flavors & Fragrances Inc.|Basic Materials|121.41|30939882513|55.78|08/04/2022| |RMD|ResMed Inc.|Healthcare|211.5|30939192900|39.85|08/04/2022| |CARR|Carrier Global Corporation|Industrials|36.3|30791176692|12.04|08/04/2022| |DXCM|DexCom, Inc.|Healthcare|77.67|30485761660|151.95|08/04/2022| |ILMN|Illumina, Inc.|Healthcare|193.93|30466401849|42.3|08/04/2022| |ES|Eversource Energy|Utilities|83.35|28745589108|22.16|08/04/2022| |APTV|Aptiv PLC|Consumer Cyclical|97.09|26304680088|82.01|08/04/2022| |MTD|Mettler-Toledo International Inc.|Healthcare|1146.9|26012036623|33.68|08/04/2022| |EIX|Edison International|Utilities|62.79|23935560906|40.89|08/04/2022| |CBRE|CBRE Group, Inc.|Real Estate|73.13|23903307467|12.64|08/04/2022| |K|Kellogg Company|Consumer Defensive|70.72|23894350684|15.75|08/04/2022| |BALL|Ball Corporation|Consumer Cyclical|71.59|22893679020|20.93|08/04/2022| |AEE|Ameren Corporation|Utilities|87.91|22700683769|22.52|08/04/2022| |LH|Laboratory Corporation of America Holdings|Healthcare|242.56|22485309348|11.14|08/04/2022| |WST|West Pharmaceutical Services, Inc.|Healthcare|301.18|22310091677|33.58|08/04/2022| |FTV|Fortive Corporation|Technology|56.28|20173447374|31.24|08/04/2022| |PPL|PPL Corporation|Utilities|27.08|19928250475|32.08|08/04/2022| |MLM|Martin Marietta Materials, Inc.|Basic Materials|309.68|19313341389|29.44|08/04/2022| |CMS|CMS Energy Corporation|Utilities|65.19|18913516737|13.99|08/04/2022| |EPAM|EPAM Systems, Inc.|Technology|326.01|18631843709|41.69|08/04/2022| |CNP|CenterPoint Energy, Inc.|Utilities|28.85|18159601005|11.46|08/04/2022| |PWR|Quanta Services, Inc.|Industrials|125.98|18104447704|38.22|08/04/2022| |HBAN|Huntington Bancshares Incorporated|Financial|12.51|18004079579|17.29|08/04/2022| |ESS|Essex Property Trust, Inc.|Real Estate|261.71|17098304105|43.36|08/04/2022| |PARA|Paramount Global|Communication Services|25.76|16822511477|#N/A|08/04/2022| |EXPE|Expedia Group, Inc.|Consumer Cyclical|102.34|16077378042|81.62|08/04/2022| |IP|International Paper Company|Consumer Cyclical|42.84|15877754984|9.46|08/04/2022| |SWKS|Skyworks Solutions, Inc.|Technology|98.03|15775585386|11.9|08/04/2022| |WAB|Westinghouse Air Brake Technologies Corporation|Industrials|85.05|15534187442|26.93|08/04/2022| |BIO|Bio-Rad Laboratories, Inc.|Healthcare|507.84|15160740389|#N/A|08/04/2022| |CAH|Cardinal Health, Inc.|Healthcare|54.45|14833672137|#N/A|08/04/2022| |EVRG|Evergy, Inc.|Utilities|64.11|14711847542|18.2|08/04/2022| |CPT|Camden Property Trust|Real Estate|135.11|14392025353|40.71|08/04/2022| |LNT|Alliant Energy Corporation|Utilities|57.32|14376641207|18.46|08/04/2022| |IRM|Iron Mountain Incorporated|Real Estate|49.46|14371171523|32.24|08/04/2022| |LKQ|LKQ Corporation|Consumer Cyclical|49.92|14119017850|13.35|08/04/2022| |TECH|Bio-Techne Corporation|Healthcare|352.76|13840013370|64.35|08/04/2022| |TXT|Textron Inc.|Industrials|60.62|13038343354|17.69|08/04/2022| |MAS|Masco Corporation|Industrials|51.8|12221712539|23.11|08/04/2022| |TAP|Molson Coors Beverage Company|Consumer Defensive|55.77|12104711289|11.31|08/04/2022| |TFX|Teleflex Incorporated|Healthcare|258.05|12102554749|25.1|08/04/2022| |REG|Regency Centers Corporation|Real Estate|61.48|10596834125|22.1|08/04/2022| |WRK|WestRock Company|Consumer Cyclical|40.64|10357176996|13.7|08/04/2022| |NRG|NRG Energy, Inc.|Utilities|38.32|9092703647|2.33|08/04/2022| |AOS|A. O. Smith Corporation|Industrials|55.82|8708305110|17.56|08/04/2022| |HII|Huntington Ingalls Industries, Inc.|Industrials|215.34|8623761747|16.16|08/04/2022| |NLSN|Nielsen Holdings plc|Industrials|23.53|8463581242|17.14|08/04/2022| |MHK|Mohawk Industries, Inc.|Consumer Cyclical|127.95|8129868595|8.34|08/04/2022| |PNW|Pinnacle West Capital Corporation|Utilities|71.75|8107821750|13.54|08/04/2022| |XRAY|DENTSPLY SIRONA Inc.|Healthcare|36.76|7919996778|21.87|08/04/2022| |PENN|Penn National Gaming, Inc.|Consumer Cyclical|32.12|5357702545|14.83|08/04/2022| |BRK.B|Berkshire Hathaway Inc.|Financial|278.28|613961100000|0|08/05/2022| |D|Dominion Energy, Inc.|Utilities|78.14|63392660746|21.88|08/05/2022| |ABC|AmerisourceBergen Corporation|Healthcare|148.46|31097026846|18.14|08/05/2022| |VTR|Ventas, Inc.|Real Estate|51.23|20476395159|135.01|08/05/2022| |NCLH|Norwegian Cruise Line Holdings Ltd.|Consumer Cyclical|13.22|5540516653|#N/A|08/05/2022| |APD|Air Products and Chemicals, Inc.|Basic Materials|252.08|55904613870|25.1|08/08/2022| |TSN|Tyson Foods, Inc.|Consumer Defensive|85.8|31020931043|7.37|08/08/2022| |STE|STERIS plc|Healthcare|207.89|20805631138|83.81|08/08/2022| |CF|CF Industries Holdings, Inc.|Basic Materials|83.32|17380693580|10.75|08/08/2022| |PFG|Principal Financial Group, Inc.|Financial|68.55|17321495826|11.77|08/08/2022| |VTRS|Viatris Inc.|Healthcare|10.96|13287103966|80.08|08/08/2022| |DISH|DISH Network Corporation|Communication Services|18.85|9990402182|5.42|08/08/2022| |SYY|Sysco Corporation|Consumer Defensive|85.57|43595844050|44.04|08/09/2022| |TDG|TransDigm Group Incorporated|Industrials|538.75|29418761612|37.51|08/09/2022| |EBAY|eBay Inc.|Consumer Cyclical|45.67|25567987681|2.68|08/10/2022| |DIS|The Walt Disney Company|Communication Services|97.78|178104605516|67.46|08/11/2022| |CEG|Constellation Energy Corporation|Utilities|59.28|19366704465|#N/A|08/11/2022| |BR|Broadridge Financial Solutions, Inc.|Technology|145.59|17067049382|31.24|08/11/2022| |OGN|Organon & Co.|Healthcare|35.86|9095426560|7.02|08/11/2022| |WMT|Walmart Inc.|Consumer Defensive|123.72|339135081346|26.58|08/16/2022| |HD|The Home Depot, Inc.|Consumer Cyclical|283|290854382000|17.96|08/16/2022| |A|Agilent Technologies, Inc.|Healthcare|121.29|36230293593|29.25|08/16/2022| |AMCR|Amcor plc|Consumer Cyclical|12.41|18649325830|19.96|08/16/2022| |JKHY|Jack Henry & Associates, Inc.|Technology|182.9|13326426433|37.55|08/16/2022| |NVDA|NVIDIA Corporation|Technology|171.26|428149986267|45.96|08/17/2022| |CSCO|Cisco Systems, Inc.|Technology|44.1|182616461981|15.47|08/17/2022| |LOW|Lowe's Companies, Inc.|Consumer Cyclical|182.84|116858344019|14.9|08/17/2022| |ADI|Analog Devices, Inc.|Technology|149.69|77809761409|42.46|08/17/2022| |TJX|The TJX Companies, Inc.|Consumer Cyclical|60.24|70579354606|21.83|08/17/2022| |TGT|Target Corporation|Consumer Defensive|150.42|69749196596|12.47|08/17/2022| |SNPS|Synopsys, Inc.|Technology|317.47|48563449580|49.42|08/17/2022| |KEYS|Keysight Technologies, Inc.|Technology|140.48|25278799263|25.41|08/17/2022| |BBWI|Bath & Body Works, Inc.|Consumer Cyclical|30.95|7079363899|6.64|08/17/2022| |EL|The Estee Lauder Companies Inc.|Consumer Defensive|270.2|96555217802|29.53|08/18/2022| |AMAT|Applied Materials, Inc.|Technology|97.36|84698059922|12.99|08/18/2022| |ROST|Ross Stores, Inc.|Consumer Cyclical|77.53|27129785611|17.24|08/18/2022| |TPR|Tapestry, Inc.|Consumer Cyclical|33.33|8392571120|10.75|08/18/2022| |DE|Deere & Company|Industrials|310.87|95012937479|16.22|08/19/2022| |MDT|Medtronic plc|Healthcare|90.22|120059635084|24.73|08/23/2022| |INTU|Intuit Inc.|Technology|417.62|117800953600|47.42|08/23/2022| |BBY|Best Buy Co., Inc.|Consumer Cyclical|74.69|16817828345|8.28|08/23/2022| |AAP|Advance Auto Parts, Inc.|Consumer Cyclical|183.1|11103149581|20.39|08/23/2022| |CRM|Salesforce, Inc.|Technology|185.92|184990435362|180.46|08/24/2022| |ADSK|Autodesk, Inc.|Technology|192.48|41820532879|87.35|08/24/2022| |ULTA|Ulta Beauty, Inc.|Consumer Cyclical|410.54|21273395005|20.32|08/24/2022| |NTAP|NetApp, Inc.|Technology|66.81|14777730083|16.33|08/24/2022| |DG|Dollar General Corporation|Consumer Defensive|247.9|56272554914|25.42|08/25/2022| |HPQ|HP Inc.|Technology|35.23|36432681266|6.31|08/25/2022| |DLTR|Dollar Tree, Inc.|Consumer Defensive|157.21|35302450267|24.02|08/25/2022| |SJM|The J. M. Smucker Company|Consumer Defensive|128.88|13720294671|22.08|08/25/2022| |CTLT|Catalent, Inc.|Healthcare|109.61|19643558961|39.46|08/29/2022| |NDSN|Nordson Corporation|Industrials|204.94|11786462284|24.92|08/29/2022| |PVH|PVH Corp.|Consumer Cyclical|63.35|4241949473|4.57|08/30/2022|

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I am doing horribly compared to the market today, down 5%. My worst performer so far is ADSK at -6.79% and my best performer is of course CAG at -0.2%

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im hoping that in the next ten years adbe merges with adsk or zbrush or unity and maybe even 3d printing. come on adobe

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55% Simpson - SSD

20% Autodesk - ADSK

25% Alibaba & Pinduoduo

Goal/Criteria: stocks I can buy over 3 recessions, 30+ years. Most important is to have companies that I have higher certainty they’ll have a strong competitive advantage decades in the future

Outlook: 20-30 years, not 1 or 2 years

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Just to contrast, not as investment advise and to be questioned: AMD is ciclycal... not good if you cannot value it's future earnings, CRWD in the techno bubble... can you tell when will earn money?, and if it has competitors?, UPST small, great sector... are there any, other companies doing the same?. HNGR from the last 4 years revenue growth seems it's not a disruptive product. ADSK, very good, but a pe 93 at the same growth of microsoft or adobe, maybe not now. RKLB... maybe good for the adventures of Elon Musk, but not with our money.

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AMD, CRWD, UPST, HNGR, ADSK, and RKLB. Those are the best stocks to invest in. This is financial advice.

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"25 years ago" = 1997, not 1992, which actually equals a 2000% return, less than half what you quote. But in one sense your right obviously - that's a huge premium over the S&P500.

But don't count your chickens.

In a much more important sense, I'm a lot more right. :) It's quarterly revenues even now are only $1.1B - the same as ZM, even though ZM is only a few years old and ADSK dates back to 1980s! By tech company standards that's a joke. It's annual revenue growth since Q1 2012 is only 7%, w/ even worse net income growth of 6.35% annually. The company has done well recently w/ annual revenue growth of 16% over the last five years, but it's hard to judge earnings growth since from 2016-2019 it posted only two profitable quarters in four years!!! So sure, it's earnings are growing, but they were strongly negative for four years even after 30 years in business, hardly the kind of stock you want to rely on for retirement.

The forecast is OK - 13.5% revenue growth and 23.6% earnings growth through fiscal 2024 - but I doubt it's strong enough to sustain a PE of 90 and PS of 9, and I could easily see this stock trading at $100 even two years from now, which would put it at a sensible PE of roughly 35, evaporating half of all its gains and making it's total return roughly equal to S&P - excluding S&P dividends.

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ADSK +4,700% return since 1992. Bad example.

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30 y/o, trying to invest exclusively in companies that I'd like to be holding in 10-20 years.

  • Shopify Inc (SHOP) | 11.65%
  • FedEx Corp (FDX) | 10.97%
  • Sony Group Corporation ADR (SONY) | 9.71%
  • Synlait Milk (SML) | 8.58%
  • Alphabet, Class C (GOOG) | 6.84%
  • Nike, Inc. (NKE) | 5.55%
  • Autodesk Inc. (ADSK) | 5.54%
  • Apple Inc (AAPL) | 5.10%
  • Logitech International SA (LOGI) | 4.88%
  • Xero Limited (XRO) | 4.70%
  • Hingham Institution For Savings (HIFS) | 4.01%
  • Honda Motor Co ADR (HMC) | 2.96%
  • Delegat Group (DGL) | 2.84%
  • Koninklijke Philips N. V. ADR (PHG) | 2.78%
  • Goldman Sachs Group, Inc. (GS) | 2.19%
  • Adobe Inc (ADBE) | 1.98%
  • Allbirds Inc (BIRD) | 1.83%
  • ProShares Ultra Pro QQQ (TQQQ) | 1.71%
    ____
  • Retirement Shares Account (similar to 401k) | 6.18%
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I sold my position in ADSK before earnings and loaded up on SARK at market close yesterday only for the market to go on a massive run today… you’re welcome everybody

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So far my biggest winner today is a recent buy, ADSK at +8.81%. My worst performing stock so far today is AAN at +0.21%

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ZS just reported Q3. WDAY and ADSK just reported Q1. For most, we're seeing Q1 but a plenty of companies have wonky fiscal calendars.

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Lol ADSK might dump bigly tomorrow

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I have ADSK puts because it's the only thing people weren't talking about imgimg

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ADSK beat

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Holding COST, WDAY, and ADSK through earnings today. I'm ready to be hurt.

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Random ER for the day ADSK 170p

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i.e. ADSK at 28x PE is lower than Costco's 35x. LOL

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Just since April 1, I've added to DT, ATZAF, SNOW, OM, UPST, ADSK, PGNY, FIVN, SHOP, OM again, SILK, ABNB, CRWD, OKTA, ZS, DDOG, UPST again, GLOB, PGNY again, PUBM, U, CHWY, and SWAV. And I started a new position in MSFT. And my buying has actually slowed down recently as my cash pile has dwindled.

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Any thoughts on ZS ADSK WDAY ?

All overvalued and trading at high P/E higher than SNOW

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Anybody here with ADSK puts?

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Holding WDAY, COST, and ADSK through earnings later. Pray for me.

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adsk 165p/jun03.

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Yeah it’s ADSK, they’re eating a strong cut from 270 to 230. Honestly it’s probably warranted

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ADSK, WDAY both tech, both high PE

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Analysts are slashing price targets badly on ADSK after info from insiders.

I never realized these analysts literally ask the firm about earnings ahead of time. I assumed that was illegal…

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I'm fucking with ADSK and WDAY puts.

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Please critique my earnings strategy for this week!

It's mostly PUTS as most of you are also doing. Please let me know if I'm way off on some of these. I'm still unsure with AUTOZONE, ADVANCED AUTO PARTS, ALIBABA, ZOOM, INTUIT.

Name - symbol - current options ATM price for June 3 (or following) DTE

MON: PUTS:

ab& fitch ANF - 230

nautilus - NLS - 20 <-- went from $8000 to $7 a share????

best buy - BBY - 600

ralph lauren - RL - 600

PETCO - WOOF - 200

CALLS:

NETEASE - NTES - 550

WAIT & SEE:

advance auto - AAP - 1300 - high divs and beats EPS

autozone - AZO - 7500 - same as AAP

zoom - ZM - 1000 - Estimate supposed to be low. But overall sentiment is everyone is done with zoom

TUES: PUTS:

urban outfitters - URBN - 150

nordstrom - JWN - 250

dicks sporting goods - DKS - 600

CALLS:

intuit - INTU - 2000

WED: PUTS:

nvidia - NVDA - 1000

macys - M - 170

dollar tree - DLTR - 800

Dollar general - DG - 1000

jack in box - JACK - 500

alibaba - BABA - 500

THURS: PUTS:

autodesk - ADSK - 1000

gap - GPS - 100

american eagle - AEO - 100

costco - COST - 2000

dell - DELL - 225

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Some implied moves for earnings next week->
$NVDA 11.2%
$SNOW 19.6%
$ZM 21.7%
$BABA 9.5%
$COST 8.8%
$ULTA 9.9%
$MRVL 11.5%
$WDAY 11.4%
$ZS 17.3%
$ADSK 10.3%
$DELL 11.4%
$VMW 8.5%
$FTCH 33.3%
$MDT 4.4%
$M 15.6%
$DG 9.6%
$DLTR 12.5%
$BIDU 9.9%
$BURL 15.4%
$CGC 18.5%
$BIG 20.4%
$PDD 16.0%
$SPLK 12.2%
$WSM 15.9%
$BOX 11.9%
$NTNX 13.3%
$ELF 12.9%
$XPEV 13.3%
$AAP 12.5%
$NDSN 8.2%
$BBY 14.2%
$AZO 7.9%
$DKS 12.8%
$ANF 15.8%
$WOOF 12.2%
$RL 13.6%
$CSIQ 10.4%
$INTU 9.6%
$A 9.2%
$TOL 7.5%

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Some implied moves for earnings next week->

&#x200B;

$NVDA 11.2%
$SNOW 19.6%
$ZM 21.7%
$BABA 9.5%
$COST 8.8%
$ULTA 9.9%
$MRVL 11.5%
$WDAY 11.4%
$ZS 17.3%
$ADSK 10.3%
$DELL 11.4%
$VMW 8.5%
$FTCH 33.3%
$MDT 4.4%
$M 15.6%
$DG 9.6%
$DLTR 12.5%
$BIDU 9.9%
$BURL 15.4%
$CGC 18.5%
$BIG 20.4%
$PDD 16.0%
$SPLK 12.2%
$WSM 15.9%
$BOX 11.9%
$NTNX 13.3%
$ELF 12.9%
$XPEV 13.3%
$AAP 12.5%
$NDSN 8.2%
$BBY 14.2%
$AZO 7.9%
$DKS 12.8%
$ANF 15.8%
$WOOF 12.2%
$RL 13.6%
$CSIQ 10.4%
$INTU 9.6%
$A 9.2%
$TOL 7.5%

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Adsk prolly tanks 15% from whatever it closes at before earnings Thursday..

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In what way was autodesk even close to the type of high growth company like Amazon or Tesla?

It’s at $191 now and it’s PE is still at fkn 80, with Dassualt and Siemens providing better software.

There is no moat, there is no dividend, it’s a one dimensional, overvalued company.

Buy in sub $95 if you so choose but it’ll likely be years before ADSK even sniffs $300 again. Hope you got out honestly. Guy above you is a moron.

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What's y'all price target for adsk?

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Whats the vibe on $ADSK?, high pe (88), high leverage ratio (9), net income been dropping as well.

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Yes. I add, how much money you want to extract from a 18$ stock ?

I don't play earnings, but probably better PUTS would be (to be bought in a green day + check the MMM) :

COST INTU SNOW .

Probably also SPLK ADSK NVDA

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Rebalanced slightly and trying not to react to the silliness in the markets/news on day-to-day or even week-to-week basis, everything going into the portfolio is aimed at long term investing and not trading with the exception of Bungee and some short duration options from time to time when the VIX hits 20 (TQQQ calls) or 35'ish (SQQQ calls).

QCOM - 10.38%
MSFT - 8.76%
GOOG - 7.53%
LMT - 7.37%
MRNA - 6.97%
IONQ - 5.63% (traded out of it at the Scorpion news and back in after the last earnings call when the BS had been dispelled, managed to double the amount of shares for roughly the same basis, obviously could have been a massive blunder)
BG - 5.05% (trade through the fall when wheat prices go bonkers)
ACN - 4.91%
NVDA - 4.65%
IT - 4.56%
FB - 4.43%
PATH - 3.88%
GANX - 3.59%
OMIC - 3.48%
XPO - 3.36%
ITA - 3.34%
ADSK - 3.28%
DIS - 2.95%
UPST - 2.45% (this one hurt, overall basis was 158 so not the worst, sitting tight for now as the holding is less than a year old and I still see a likely potential big upside in the longer run)
NNOX - 2.33%
SKLZ - 1.04%

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This is my noob portfolio if anyone interested.

Its definietly finance youtuber.. and Cathie gif influenced.... img

CCL, PYPL, EPAM, DBX, CRSP, COIN, PLTR, TDOC, OTLY, WIX, SNAP, DIS, ADSK, ADBE, SHOP, NFLX, NIO, AMZN, INTC, CVX, XOM, OXY, SWN, GME, CRSR, BYND

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You know most of the very successful ones:

ADBE, MSFT, GOOG and **especially** AMZN

AAPL was big in the late 80s early 90s but by late 90s was a dog.

There are some that were very successful in 1990s & 2000s but have since fallen various distances back in the pack. Hardware was big in the 90s early 2000s, so:

ORCL, ADSK, Epson, HP and HP, Lexmark, San Disk, Dell, Compaq, IBM

Then some that were successful but disappeared entirely:

Gateway, Pets.com....

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Here are a few reasons why I don't buy QQQ:
AMZN

TSLA

NVDA

FB

COST

PEP

AVGO

CSCO

CMCSA

ADBE

INTC

TMUS

TXN

QCOM

AMGN

AMD

HON

INTU

PYPL

AMAT

ADP

BKNG

MDLZ

SBUX

ISRG

NFLX

CHTR

ADI

GILD

CSX

MU

REGN

VRTX

FISV

LRCX

ATVI

MAR

MRNA

PANW

ABNB

KDP

KHC

MELI

AEP

FTNT

MRVL

ORLY

KLAC

PAYX

EXC

ILMN

ASML

MNST

NXPI

SNPS

LULU

CTSH

CDNS

CRWD

CTAS

WDAY

DXCM

XEL

ADSK

WBA

AZN

IDXX

DLTR

MCHP

ROST

TEAM

JD

EA

VRSK

FAST

DDOG

ODFL

EBAY

BIIB

LCID

PCAR

ZS

BIDU

ALGN

CPRT

SGEN

ZM

SIRI

ANSS

VRSN

MTCH

CEG

SPLK

OKTA

NTES

SWKS

PDD

DOCU

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Anyone looking at Engineering Simulation stocks? ADSK, ANSS, PTC

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I'm buying CRM and ADSK

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SQ, TDOC, SE, MELI, ROKU, COIN, DIS, AMD, ADSK, TWLO, CRM, UPST. NET, CRWD, SNOW are buyable to me in small increments.

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Don’t be a hero here and just focus on stuff like GOOG AMZN CRM NOW ADSK ADBE if you have the money stream to buy through this pain. Even stuff like MSCI SPGI are looking great from returns perspective

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How are your companies financials? If the fundamentals are good, hold those ESPP shares.

Look at ADSK around the 2007-2008 time frame if you want to see an example of good recovery.

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AMD, GOOG, FB, AAPL, ADSK

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Many large cap equities, profitable ones, go pummeled way past 11%. So some well respected companies that make tons of cash like TROW, INTC, ADBE, ANSS, ADSK etc had their share price really pummeled where they trade even lower than before Covid has started so no, I don't think you got it.

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Damn. ADSK in beast mode today at + 9.0%.

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Started in Sept nearing Oct 2021 - As of April 25 Down 15%

Started with 20+ Positions (Sold: CRM, ADSK, PCOR, PTC, SQ, BABA, U and more for losses)

I am fairly young early 20s, didn't understand companies I was invested in, + chase hype to learn how to read Quarterly reports, pivoting to ETFs as a CORE; VOO, SCHD, QQQM, IXN, WDIV, then shrinking my holding to roughly 11 Positions outside of ETFs and Investing on them

Positions as follows by allocations: I use M1 so set by allocations

AAPL - 9%

MSFT / GOOGL - Same 7.5%

DIS - 6% -

TSLA / COIN / ABNB / AMZN - Same 5.75%

AMD / ZIM - 3%

SHOP - Just entered 459/share

I am pretty optimistic with my investments due to time horizon but I do feel like i'm watching my money burn unfortunately, I still keep adding bi-weekly!

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PayPal, Shopify, square, adobe, Netflix, intuit, crm, msci, now, team, Adsk, hubs, logi, roku, Facebook, ttd, twilio…. Want more?

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Since the year started, my 401k buys have happened 3x but those are stable, boring stocks (JPM, SHW, TROW, BIPC, MMM, O, PEP, PLD, MPW, CRM). My IRA is where the higher risk, higher reward stuff is. I've executed over 70 buys since the year started but the ones I've added to the most times is SE, ATZAF, BNTX, MRNA, U, ADSK, UPST, FIGS, CHWY, SOFI, PUBM, BROS, OM, MEDP, CRWD, OKTA, ZS, ABNB, SWAV, PATH, SNOW, and LULU.

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Today is another great day to buy some shares. Added to my positions in UPST, ADSK, PGNY, and FIVN. Also considering adding to GLOB.

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One big thing is defining what the metaverse is - in my opinion, it’s ultimately just an extension of the internet. Everything we currently do with the internet will/can be enhanced with augmented reality, virtual reality, sharedVR, etc - so that extends to healthcare, education, entertainment. I think Zuckerberg vision of their metaverse and similar platforms will be popular, but I think the metaverse will just an enhanced internet for those not into VR stuff.

So, if you want to invest in the metaverse, invest in the internet and hardware that connects our internet enabled devices.

These are just some tickers that come to mind, not necessarily endorsements.

No brainer megacaps: GOOGL, FB, MSFT, AAPL.

Big time software: ORCL, ADBE

Semiconductors like: NVDA, INTC, TSM, QCOM

3D Digitalization: U, ADSK, MTTR

Entertainment: NFLX, DIS, DKNG, ROKU, RBLX

Finance: SOFI, SQ, PYPL, V

Anything having to with 5G/towers, cloud, server farms and so on.

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I built a Metaverse basket: ADSK, GLOB, MTTR, NVDA, & U. MTTR is obviously the most risky. Trying to come at the possible future from different angles. All save for MTTR could thrive even if the Metaverse turns into 3D movies.

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ASML and ADSK, but they are hardly "less-known".

Maybe ISRG in surgery robotics.

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The ratings agencies. MCO and SPGI Tax software: INTU Architecture modeling: ADSK Medical Equipment: TMO and DHR Creative: ADBE Small Biz back office: ADP and INTU Shareholder Reporting Service: BR

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Thinking about putting a chunk of change into either Conagra (CAG), T. Rowe Price (TROW), Lyondellbasell (LYB), or Autodesk (ADSK). What would you go with?

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Recent Tweets
Autodesk $ADSK sees a significant opportunity in manufacturing with its solution Fusion 360. Fusion 360 grew total subscriptions from 165K in Q2’22 to 205K in Q2’23, up 24%.
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$ADSK has a PEADrift price of $189.46 projected for the next 53 days. Max $284.07 Mean $229.51 and Min $187.39. You can find it here https://t.co/QhOhPSqf9y. https://t.co/S3ETfksgYm
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TrollEvent $ADSK Observation: Not Prediction. All Data As Is: No Claims, Warranties; Data Time Delayed. Best viewed as irrelevant pretty pictures: Entertainment value only. Evaluate ADSK with own Methods. https://t.co/yUnNLA1hhg
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2022-09-27 4:00 PM $ADSK #Autodesk up 2.16% = $857.86 million gain. https://t.co/b5SisGRz1y (Sep 26) Autodesk names chief marketing officer (NASDAQ:ADSK) https://t.co/ui5Dr7x5VY
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Press release would have been good for a 10% pop in 2020. Alas, in 2022...not so much $ADSK https://t.co/zCb2ksN8RS
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Tech companies I’m contemplating writing about next: $ADSK, $EA, $GOGO, or $UBER. Will update on what I decide.
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Peloton losing global marketing head to AutoDesk $ADSK The story 👇 https://t.co/7p4PdNjR2c
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$ADSK Everyone is Buying the Dip Right Now.Hoarding Shares.. https://t.co/TViXYlCDX1
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💥PressRelease 💥 $BLFR @OTC_BLFR BlueFire Equipment, Corp. (BLFR), Commences Company Name & Ticker Change Process for its New Direction in the $12.5 Billion Agriculture Market https://t.co/5yFQEGTAmy $GOOGL $BIDU $VZ $ADBE $AMAT $ADSK $AVGO $BABA $CDNS $CAVM $CERN $PCLN
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🍀 $CBDL #TheCBDVault #News 💊 LBC Bioscience Inc. announces today that the company is working towards launching a bladder control supplement. https://t.co/uyJhwBgeo6 @TENAssociates #hemp #stockonhighalert #cbd #cbdoil #cbdproducts $MSFT $GOOGL $BIDU $VZ $ADBE $AMAT $ADSK https://t.co/SMp4YYPG2T
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🇺🇸 Companies w highest Europe Sales Exposure 😞 ▪️ $BKNG 78% ▪️ $EL 43% ▪️ $COO 41% ▪️ $DCX 41% ▪️ $IFF 41% ▪️ $ADSK 40% ▪️ $AMCR 39% ▪️ $MDLZ 39% ▪️ $CE 38% ▪️ $FTNT 38%
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$ADSK: Autodesk 2Q'23 Earnings Results vs. Consensus https://t.co/cKYtcHnDLY
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Earnings later this week Wednesday $NVDA, $CRM, $SNOW, $ADSK Thursday $PTON, $DLTR, $DG, $TD $AFRM, $ULTA, $DELL
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Mizuho checks for $CRM, $ADSK, $SNOW and other software firms reporting in the coming weeks. https://t.co/E4nrdARcLH
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$META is positioning the company to ride two key waves going forward: AI and the Metaverse. Here’s a look at other first-movers that are joining them in the race to gain market share in the metaverse: $RBLX $MSFT $TTWO $U $ADBE $ADSK $NTES $LYV https://t.co/i6ixZj1HFr
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$ADSK This one will hurt a lot of holders lol https://t.co/jNYsLkhqLF
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