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$NTNX agreed to pay $71M to shareholders to settle lawsuit over hiding decrease in its sales
2022-10-19 Better Tasting Crayons (Mathematically derived options plays)
2022-10-17 Better Tasting Crayons (Mathematically derived options plays)
$NCNO Announces Timing of its Second Quarter Fiscal Year 2023 Financial Results Conference Call…Next $NTNX EARNINGS BEAT
💰💰💰Good morning! #premarket #watchlist 09/1 $SHPH -Commences Trading on Nasdaq Under Ticker Symbol "SHPH", $HPCO -recent IPO, $FMTX -to be acquired by Novo Nordisk in a cash deal valued at $1.1 billion, $NTNX -Reports Q4 Loss, Tops Revenue Estimates r/RealtimeScreener - 💰💰💰Good morning! #prema
💰💰💰Good morning! #premarket #watchlist 09/1 $SHPH -Commences Trading on Nasdaq Under Ticker Symbol "SHPH", $HPCO -recent IPO, $FMTX -to be acquired by Novo Nordisk in a cash deal valued at $1.1 billion, $NTNX -Reports Q4 Loss, Tops Revenue Estimates r/RealtimeScreener - 💰💰💰Good morning! #prema
💰💰💰Good morning! #premarket #watchlist 09/1 $SHPH -Commences Trading on Nasdaq Under Ticker Symbol "SHPH", $HPCO -recent IPO, $FMTX -to be acquired by Novo Nordisk in a cash deal valued at $1.1 billion, $NTNX -Reports Q4 Loss, Tops Revenue Estimates r/RealtimeScreener - 💰💰💰Good morning! #prema
Nutanix (NASDAQ:NTNX) potentially undervalued software company
Nutanix (NASDAQ:NTNX) potentially undervalued tech company
Prime Movers / Non Movers Stocks Around Earnings
THE QQQ continues to trade in the same range for the past 10 out of 11 sessions ... sell premium
Mentions
NTNX kinda has a bullish run anyone agree
NTNX with the AMD AI partnership
AMD buying $150mil in $NTNX stock in new partnership
NTNX bringing a tear to my eye
https://preview.redd.it/mbwqltad5w9g1.jpeg?width=1179&format=pjpg&auto=webp&s=cd95fc696681d2a86e214d00d5d22c9908c34180 Based on a hypothetical ascending triangle pattern, NTNX appears poised for a bullish breakout. The pattern suggests that buyers are becoming more aggressive, pushing up the lows while resistance holds firm, creating a pressure cooker effect. A decisive move above the pattern's resistance, around the 55-56 level, would confirm the breakout and signal a strong upward trend. This breakout would likely be accompanied by increased volume, indicating institutional interest and conviction.
Genuine thoughts on NTNX? If someone can sound smart and bullish enough I'm itching to increase my stake in that one. Just feels like too big of a pullback for what happened.
Got $20k worth NTNX calls. Massive overreaction
Got $20k NTNX $60 March calls. Massive overreaction
Don't really follow the company, but even at these levels, it's too expensive on how I like to buy things. I'm more of a GARPy investor, so I like to see what the valuation is before I pull the trigger on anything. The forward PE on this seems more responsible, but their PEG is still a bit too high, at least for me. Like Finviz is showing it at 5.14 [https://finviz.com/quote.ashx?t=NTNX&p=d](https://finviz.com/quote.ashx?t=NTNX&p=d) Stockanlysis is closer to 2.63 [https://stockanalysis.com/stocks/ntnx/statistics/](https://stockanalysis.com/stocks/ntnx/statistics/) QuickFS doesn't have the report yet, but there is some positives at least, like gross margins are good for the company and last quarter they have pretty insane ROIC at 54%. Also looks like they had positive operating margins for 2 quarters and improving. Same with EPS growth looking positive as well. It's an interesting name to look at, just for someone like me, doesn't fit into stuff I would buy personally, but doesn't mean you shouldn't!
NTNX - down 19%? Anyone have thoughts on this? My thoughts out loud: Is this a MAJOR overreaction to a relatively small change in guidance or am I missing something? I've been watching NTNX for a while as a former user of their tech, and I've felt like they were way overpriced for what they really are. They're not an "infinite growth" company like amazon or microsoft. They sell hardware and software in a much more traditional sense and their competitors are HUGE players (Broadcom). But at $47 it looks a lot more appealing than it did at $70 a few weeks ago given that I still think they're going to continue to outperform most of their competitors and grow market share. We will see what happens once it settles down a little I guess.
NTNX is prime buying opportunity
NTNX is prime buying opportunity
Hyper Convergence Infrastructure = NTNX
ALAB and CRDO plus AVGO. If Alab is too high, can get into Labx for exposure. Anything AI that is helping to build data centers is my focus. I've held all of these for a minute, and all are 100 over my buy price. I also love VST and it is currently in a buy zone. RMBS and SNDK with NTNX are low lying stocks beginning their blow up. Data centers are being built everywhere so for the next 5 years expect these companies companies to blow up. Of course I own all the above WSB stock plays but seriously real investors aren't just playing them. Anet and Net and NVDA. I can go on definitely keeping my Sofi and Rddt.
Decided to play earnings with NTNX.. GUH
Sold both my SNOW and PSTG call but kept my NTNX call
NTNX puts, today, end of day lol Went from $70 per share to $56 per share in three minutes…
Lots of shit. The sharp ups and downs are options trades. 1st big spike was NTNX PUTS in 2017. Bad earnings, collected 10x gains that day.
A couple years ago, some firm came out with NTNX and FSLY as potential buyouts. NTNX has been the subject of that speculation for even longer, but it hasn't happened. However, the stocks have diverged to an incredible degree since that call, and it isn't because of their buyout potentials. Buyout rumors often give a bump, but they don't last. You may think a buyout is inevitable, and it may be, but it can come at a much lower price that you ever thought possible.
Thank you for posting about this. I've been doing my own self-directed investing for over 20 years and always try my best to make ethical AND financially sound choices - it isn't always easy but there are some companies that I've divested from recently because of their actions: including MSFT, AMZN, ORCL, FTNT, NTNX, SIEGY, SAP, ANET and yes sadly even NVDA (not as hard based on recent performance 😄). Personally I don't want to profit from this dystopian stuff, whether it's ICE or war and genocide. Meanwhile I've still beat all the indexes over the years by picking tech stocks (buy what you know), so ethics and finances don't have to be at odds if you are willing to put in the time. One of the resources I use is this site from the American Friends Service Committee (the Quakers): [https://investigate.afsc.org](https://investigate.afsc.org) I also use the Weapons Free Funds site: [http://weaponfreefunds.org](http://weaponfreefunds.org) And other resources from As You Sow: [https://www.asyousow.org](https://www.asyousow.org)
NTNX up 15% AH on earnings. Solid earnings history.
I'm not asking for much, just a 500% upward move in NTNX after hours which is sustained into tomorrow's trading day.
put on NTNX. It might beat slightly for the quarter but the forecast will be below expectations.
AVGO acquisition of VMWare is driving customers away in droves...I'm thinking calls on NTNX, so it'll probably drill after hours 
so since every cloud company keeps missing, does this mean puts for SNOW,AI, DOCN,ZM,WDAY, and NTNX ? and with more return to work orders, ZM should dive....
I loaded up on so much. Like a buffet. I hope it works out. WMT, AVGO, SFIX, SPX, NTNX, POET
This company has always traded premium compared to its competition. With the new CEO, revenue and products are getting a new life. I believe company is uniquely positioned to leverage the AI boom as investments shift more towards the software sector. As such the whole software sector is gaining momentum and I have moved some of my $ not only into SNOW but to other software names (CRM NOW NTNX META). IGV is a good indicator of the momentum in software space.
The problem with SMCI is that the books are already cooked and we’ve got no idea for how long. But considering that NTNX quotes them on every order I’m slightly bullish.
WTF happened with NTNX? Crushed earnings. top stock in overnights l, immediately upon open drop below call options No bounce at all
5 firms raise PT on $NTNX near $90. Market opens and this shit drops from 75 to sub 70. I fucking hate investing
Played one earnings gamble and it was legit the only winner. Even a broken clock is right twice a day. $NTNX
My AMBA PD and NTNX calls are good. Dell beat but I guess not enough
My AMBA PD and NTNX calls are good. Dell beat but I guess not enough
My DELL calls cooked. Bought NTNX 77.5c 1/17 before close Woof.
$NTNX my earnings play come on pretty pleaseeee
Curious to see how NTNX does this week on earnings. Its a solid software play.
Good morning!SAvE, NTNX, IIPR. Thanks
Watching Sofi, AMZN, NTNX for tomorrow, LRCX might get moving next week. Calls on bear anooooooos!
I DCA into 40 or more small or mid caps, in very little amount, sometimes $100 to $200 into them for 2.5 years, none of them goes over 100%, except one: COHR, but I don't put more money into it yet. And I started to invest $100 each into VRT, NTNX, and ETN for 3 months now, they are 6 to 15% up now. I like the optical components kind of stock for the future of VR/AR COHR is one of the stocks I feel it belongs to the VR/AR sector if there is really such sector or the beginning of a sector. Hopefully tech can get as far as immersive VR and AR like in Ready Player One.
Pray for NVIDIA. Got a call on NTNX before bell. EPS was high so it will probably go up. Got a call on Marvell but missed earnings by 1 cent so I might be fd . Other than that. Just see how next week goes. Watch my calls expire and pay up my margin.
AFRM - not break even NTNX - probably won't break even unless it's past 60 at open (I had thesis VMWare licensing would piss a lot of IT execs) NVDA - did not pan out, not break even Will be out \~$2k
Finally NTNX moving! AFRM pump getting me close to break even again
NVDA? NTNX! Under the radar ER tomorrow
I do. I have monthly contributions to 5 different portfolios: First one: VTI 73% Second one: 43 small, or mid cap individual stocks (originally 53, they merge or being sold to private companies or not listed on my brokerage anymore) 5.8% Third one, more than 50 individual stocks and ETFs including mega caps, bought from my picks and also recommendations from some Motley fool Rule breaker and stock advisor in 2020 5.8% Fourth one: Close end fund, USA 5.8% Fifth one: NTNX, VRT, ETN(stock, not exchange trade note), 9% about 3% each The ones with a lot of holdings done in M1 Finance with dynamic rebalance (monthly contribution will go to undervalued ones with assigned ratio of the portfolio), the others mostly on Fidelity.
NTNX calls? Bold move, my friend. That stock has always burned me.
Have DELL NTNX calls. Going to add SOXL 45c and SMCI calls away otm… a lotto play
NTNX worth a look only down 1% while all other tech 3+%
Little known secret in tech NTNX up and cheap calls
Watching NTNX next week have 57.5c
Nutanix, Database as a software, sounds cool to me, NTNX. Vertivz HVAC for Data center, VRT.
NTNX 60c might take a couple weeks
Anybody in NTNX? I’m up 300% in July 19 calls 55 and 60
anyone know NTNX? pumping last 3 days https://preview.redd.it/c1zcetpwqx9d1.png?width=1038&format=png&auto=webp&s=5dbb77c189665766a79fadeb664638c322a9dc4e
“up 48% YTD…” fairly nice run up, the take off has already happened. Quickly: competition field is stacked: DELL, HPE, PSTG, IBM, NTNX… lackluster revenue growth compared to peers. debt is roughly 2x equity. but, strong profitability.
NTNX 55c June 21 - I have 25.
Not NVDA NTNX June 21 55c 25 contracts
NTNX June 21 55c… looking sexy
NTNX only up from here. I have June 21 55 calls.
One more thought as this is a bit near and dear to my heart and I think HPE is mostly in shambles. So when it was just HP with two divisions, one selling computers and laptops and the other one selling data centre equipment - the data centre folks (now HPE) always complained that they could not iterate and build and design so fast because they were stuck in a company that was focussed on building consumer computers. (Never mind Adel has been doing this successfully for 30 years.) So they split into HP and HPE. If you look at the stock performance of both socks in the last five years it’s actually the computer guys (HP) who are ahead. The consumer computer guys have actually doubled the performance of the data centre guys. So was funny for me to see as an observer in the industry that the dysfunctional part of HP was actually the data centre and server folks. And they just spent billions of dollars on basically a dead company who has been irrelevant for quite a long time. They’d be a $50 stock by now if they purchased NTNX and pure storage of the right time.
HPE has been trying to be the “next Cisco” in networking since 2009 ish. So they went ahead and bought the company who was supposed to be the next Cisco for the last 25 years (juniper). NTNX Was a great fit because they already work with them on a very, very strategic partnership and a whole bunch of customers are very pissed off at VMware after the Broadcom acquisition. Those customers either go to cloud or stay on premise with NTNX.
I see why Juniper expands the HP portfolio. Not sure I see why NTNX except it seems people really like them
Because they bought juniper instead of buying NTNX?
I’m in NTNX 55c June 21 - should pop the next 2 weeks. Or not
NTNX something’s up
NTNX is a bigger bitch
NTNX calls for next week on Friday, I’m eyeing
NTNX is relatively cheap right now. Fell Off ATH after earnings. Beat estimates but management fumbled on guidance. SAVE is a disaster but not an unreasonable high risk bet. and then there’s GME… hodl, moass , reverse Ubon and all that shit.
NTNX is going uppies! VMWare exodus is paying off
$NTNX Nutanix will easily double withtin a year. It is in a long term uptrend.
VMware is just too big to fail. regardless of rising rates and the impact of the recent acquisition on their Palo Alto HQ (i have an insider friend), the catalyst you suggest for NTNX rests on whether or not NTNX can eat VMware's market share. so basically I have no idea if you're right or wrong about this. and for that, i'm all in with you 
Name doesn’t matter. Performance matters. Go long $NTNX
Any thoughts about Nutanix $NTNX? The stock is performing very good lately.
Soooo, am I the only one who bought NTNX calls? And I must say the company has a shit name. Sounds like they make protein shakes.
Nutanix (NTNX) crushed it and gonna go nuts.
$OKTA $OKTA $OKTA my love, how you do so well! I'm hyped for $CRWD, earnings are going to be strong. Also, $URBN got overly punished today. Made a good purchase for short term gains. $NTNX did well, and it'll do even better in the near future. Lots of companies are dropping VMware for nutanix, so it might take a quarter or two, but it will take off.
Broadcom has 1. Abandoned major partnerships with resellers. 2. Told customers “take it or leave it” on contracts such as renewals and new licensing deals. 3. Axe’d like 50 skus that VMware customers used to be able to procure off of. I would take that information into your strategy and know that either NTNX (VMware’s biggest competitor), AWS, Azure will be gaining customers left and right throughout the years
Anyone playing NTNX for earnings tonight? Cloud services and AI
Lets play guess tonight's after hours earnings: CRM: GREEN SNOW: GREEN AI: RED HPQ: GREEN NTNX: GREEN OKTA: RED PARA: RED
Calls on Cava, NTNX. Puts on Dell. Probably some other fliers but those are calling to me
NTNX (Nutanix) in my opinion, as they are one of a few replacements for vmware. Since VMware was bought by Broadcom, everyone is looking at alternatives. They could explode soon.
This looks like a good start. From a leverage side of things I'm more of an FNGU or TECL myself, but TQQQ is solid. The one thing I would say is invest in one other large cap that is growing (see CYBR, SMCI, NTNX) faster than mega caps. These companies have been fueling the growth in my portfolio better than leverage. Good luck brother
NTNX, DELL & S are potential stocks that are positioned to scale quickly. They will not hit Trill status but you can make money during their scale.
Congrats buddy this looks good. I wish i had $300K at your age. I no longer buy ETFs. Stock has 5x my gains So I'd recommend going in the stock direction. Not sure what you should buy next but ive been buying ZS, NTNX, SMCI, DELL, S, & CYBR. All have performed remarkable over the last 3 months
My best performing stocks (outside the mag 7) are PANW, CRWD, ANET, ZS, NOW, NTNX,... these have outperformed the mag 7 with the exception of NVDA and META. Whenever one of these stocks goes up 30% I take another position in them and set a stop loss on my old shares.