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Rabobank Australia and New Zealand inks deal with nCino $NCNO
Rabobank Australia and New Zealand inks deal with nCino $NCNO
$NCNO Announces Timing of its Second Quarter Fiscal Year 2023 Financial Results Conference Call…Next $NTNX EARNINGS BEAT
nCino, a driving force behind banks' digital transformation journey
nCino, a driving force behind banks' digital transformation journey
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Checking finviz.... CRM had a small buy by a director back in December. RUM was a 10% owner adding more. S had a small buy from a director. Can't find anything for NCNO. Good lead, but not really a sign of confidence!
Not going to fact check it myself but Gemini says CRM, RUM, S, and NCNO have.
Anyone else playing NCNO calls tonight, got in early pumping into earnings plenty of room to go up ?
NCNO calls have been stocked up, going for another hit tonight, criminally undervalued, beat ij earnings should see 10-20%
last week I printed on NCNO and RH puts. now it’s RPM’s time 
Thank you NCNO Thank you very much!
RIP NCNO 
NCNO 
Is SPWH one of those cheap brands mass manufactured sportswear stores? So basically a go to in tough times? NCNO looks a terribly ran company , puts.
I shorted NCNO, nice lil play
I made good money on VRNT. Also shorted NCNO and did well there too.
Can only hope NCNO pull a CHWY and recovers strong,. I still went 50C so even January calls are probably cooked
Calls on NCNO, they beat and get dumped. Puts on CHPT, they miss and rocket. What fucking gives
Locked in with 10 50c for NCNO
Thoughts on NCNO? I like their logo, im feeling calls
C'mon S, keep rising! C'mon NCNO keep falling!
Kohls could be a lotto ticket. I had calls for FL (classic inverse wsb) but everything actually pointed to it falling so I switched off. Not too much in there but we’ll see. You planning on holding the NCNO puts or selling at open?
NCNO reports after hours (4 PM)
Why didn't CDLR or NCNO post earnings today? 😞
NCNO anyone? Thinking about getting some calls
Potential lottery tickets PVH, Box, SMTC, NCNO. Anyone getting calls or puts for these?
Should’ve been obvious top was in when CNBC started recommending NCNO again
NCNO had excellent earnings, has a ridiculous P/E ratio, and cheap calls. 🚀
NCNO. Up 20% since earnings this week that were double expectations. Cloud fin tech. Flying under the radar and calls are cheap. 
NCNO is a fintech providing services to banks. Just had great earnings, is profitable, and has a ridiculous P/E ratio. Up about 20% today. A lot more room to run with volume. Calls are cheap. This has room to run another 100% in the coming weeks 
NCNO 45 calls. Just had great earnings and ridiculous P/E ratio. Flying under the radar but some attention and volume would send it flying.
NCNO under the radar. Great earnings, excellent P/E, cloud industry. volume would surprise MMs to the upside. 
NCNO is flying under the radar. Great earnings, cheap calls, cloud industry. Volume will send it. 🚀
NCNO had great earnings. Cheap calls
I think they made a major mistake getting involved in actual lending instead of just offering there services to lenders… Similar mistake to how Zillow tried to get involved in actually owning homes. Both companies reversed course when they realized they were out of their depth for a couple quarters. Maybe they’ve made other mistakes too that I’m not up to speed on tho. Other concerns might be a slowdown in lending and/or more small bank failures if the Fed ends the BTFP facility (in March I think is when the current charter expires)… I have the same concern holding me back from buying up more NCNO shares
$NCNO July 21 $25 puts 🪦
Amazon, Nio, XPEV, momentus, Blacksky, Square, Tesla, Draftkings, SNOW, NCNO, CRSP, QS, Gan……..
I didn't know much about these but a quick look suggests that NCR and QTWO are banking related but more on the front facing side which I don't like with NCNO being the most similar but lacking profitability at this current point for me. For me personally NCNO being the interesting stock out of the 3.
I tend to agree with this strategy and have been looking at similar company’s to FIS. NCNO, NCR and QTWO for example. Know much about these?
Anyone looking for a potential play, I strongly suggest a look at NCNO and see if it’s worth your time. Not FA.
BTO 2 CDEV 21 OCT 22 6 P - $15 BTO 2 NCNO 16 SEP 22 25 Put - $53
Short SPB and NCNO....
PATH, CHWY, and NCNO all up 10%+ on good earnings reports. AI? Not so much.
I live in the US right now but will live in Uganda for two years until I come back. I've already done crypto and lost money plus I've put some in ETH pretty recently. I-bills and T-bills aren't what I'm looking for because I have a higher risk tolerance due to my age. I'm mainly looking for stock picks. TGT just took a huge dip so maybe that? Also, NCNO looks poised to go up at least 50% in that time frame, I think it's undervalued currently.
Some good long term stocks? As in the two years from now? So far thinking NCNO and PLTR. Now maybe TGT? Throwing 10k into the market and gonna leave it for two years. Just buying shares.
NCNO…i can’t remember why though; i read something compelling and bought at IPO and continue to hold. My conviction is strong…i just can’t remember why.
Looking to add to DOCU and PYPL. On my shopping list: NCNO, STEM, NVDA, RBLX (these haven't dropped enough yet)
SOFI, DOCU, RBLX, NCNO, STEM, PINS Some I own already, others I'm looking to buy.
Does anyone know why my broker (DeGiro) just sold my NCNO position, thus realising a loss, and bought it again for the same price?
$NCNO price target - $25/share. https://twitter.com/BannerView/status/1465719773346500616 https://twitter.com/BannerView/status/1478758189126406148
RGEN I definitely like long-term, along with a number of other life science cos. This is yet another sell off in covid beneficiaries because people desperately buying the re-opening basket because third time at re-opening has to be the charm, right? There won't be yet another variant that will rug pull these names, right? (crickets.) The weed issues aren't Trulieve specific - all the MSOs have had a poor year as legalization hasn't happened and the illegal market remains a concern. MSO names were small holdings for me last year but a significant disappointment. I should have bought actual pot instead. "AYX Alteryx" - Founder bolted all the sudden, new CEO not confidence inspiring. Feels like it might be bought by Thomas Bravo rolling up software names but other than that this was a fairly big holding that I'm glad I sold a while ago and it hasn't given me a reason to take another look. "CMBM Cambium networks" Never heard of it. "NCNO nCino -31% - The industry leader in cloud banking serving large names (like UBS)" High p/s now have an exceedingly high bar and if it's not getting over that it's being sold off.
Im down up to 47% on some position. Maintain long term perspective, double down on tour DD, if youre certain its a winner BUY MORE! Positions im big down on but continue to buy more: CMBM, TCNNF, AYX, NCNO
SoFi = banking disrupter, super low overhead, one stop shop (investments, checking, credit cards, loans, insurance + the backend tech for 80M fintech accounts). NCNO = suck the cash from the big banks as they pretend to be a digital innovator while they die off. Buy now pay later (Affirm etc) - will disrupt payments (visa, PayPal etc) but they already took off and I think they have way more risk on their books than people realize. Check out some of the new database companies too. Oracle is dead and MongoDB was a temporary phenomenon to fill a gap. Funny to see AMD and Nvidia on this list - they are CURRENTLY great tech stocks! Not the next great ones…
The answer is no. Let me tell you a story. I was told I couldn't invest in IPOs until I had 6 figures in my account, I did that, they told me no it's now 7 figures, I did that too, then they ignored me. Anything you're allowed to buy at IPO is hot garbage, you'll never be key into a snowflake, an NCNO at a quarter of what it opened at, anything worth anything is reserved for the homies to dump on retail at 5x... if your broker is trying to sell you an IPO is cause it's hot garbage they can't sell it, like webull IPOs... OTC pink sheet trash.
Sorry for taking so long to respond. THRY my thinking is not too differentiated from the other people who are zeroed in on this one -- it trades stupid cheap with respect to its cash flow and it has their little SaaS business beneath. I don't think I'll add much original thought to this name -- I just like the price. NCNO is a different beast -- I've done a 20+ page writeup on it myself. From what I've seen, SaaS companies have been the "meme stocks" of investment professionals for the last 5ish years. These people are indeed onto something, that's why they are professionals, but I think a single digit percentage of SaaS stocks will pan out the way these professionals expect them to. Within this world, NCNO is my highest conviction SaaS name -- think of how sticky your average blabbermouth retail investor (and perhaps former investment professional) presumes ADBE to be, multiply that by 50, and that's how sticky NCNO is. After spending a wild weekend elbow deep in commercial banking SaaS industry dynamics, I can tell you that NCNO is the only company in that space which offers as complete of a set of products as it does; as a result, the competitive dynamics of NCNO are just absurd. In a sentence, NCNO offers the best suite of commercial banking software to banks, and there is virtually no reason to switch off of their platforms. My closest comp with respect to industry dynamics is CSGP, i.e. what CSGP is to real estate, NCNO will be to financials. Not to mention, their CEO is an absolute shark who grew up as a programmer in 80s South Africa. The industry isn't the sexiest, but you bet it will be when it's shedding hundreds of millions in FCF in 5-10 years!
I've never seen THRY mentioned anywhere! What's your thesis there? and NCNO?
Should have bought NCNO calls
Anyone playing $NCNO earnings? or I am the lone tard?
Any thoughts on NCNO? Cramer used to like it and now he doesn’t. It could be time to buy some.
Any thought on NCNO? Cramer doesn’t like it anymore. Might be time to buy!
When a boomer calls Cramer live on TV and asks him (roughly) *"I'm (bag)holding $NCNO and it's been going down, is it being shorted? I'd love to see the WSB guys on it and see it go to the moon"*, that's when you know it's over.
Alright 🤡s. You heard the lady. NCNO is next
Thinking about NCNO to help that lady get to the moon
NCNO 🚀🚀🚀🚀🚀 Wall street is trying to run them into the dirt with 32 percent short interest but we can't let them keep winning!!!
Thnx. I’ll check it out TDOC. I’m missing the new $SPCE run up. I got out when everything was falling, but made some. $NCNO is another one on it’s way back up. Same thing as SPACE for me. Too big a fall to hold comfortably. It’s a ‘cloud’ biz. I think mainly for medical/hospitals n banks.
I've kept track of his recos. Here are some other recent recos he's given. I think he often recommends companies where he's buddies with the CEO, correct? ANGI (Angie's List): Down 25% this month UPWK (Upwork): down 20% this month ASPN (Aspen Aerogels): not sure but way down since I bought it NCNO (NCino): down 29% this month AFRM (Affirm)): down 27% this month SNOW: way the fuck down since he recommened it TTD (Trade Desk): down 31% this month PLUG: way the hell down Now I know a lot of these are the same types of stocks but from Around November-February, probably 75% of the stocks the guy plugged were "Woodstocks." Now he acts like it's so obvious that those stocks suck and anyone with half a brain should know that those would go down because of inflation. Thanks for telling us now, Jimbo.
NCNO built on the Salesforce platform IPOed last year peaked to 100 now at 65
There are companies like FROG and AI and NCNO that are lower than they've ever been. But I have no idea if they're good deals right now. I've been pump faked before by green days.
NCNO is an obvious value play.
NCNO and a microcap I'm not allowed to talk about here
Bought NCNO over the weekend, glad I did! This thing has lots of upside....all aboard!
I plan on holding the following stocks for the next 3-5 years (depending on performance) and hope they will provide me good growth. See if any work for you. * NCNO * SQ * FVRR * OPEN * ISRG * PINS