SHOP

Salty_Trade_121

their P/E got downsized - SHOP and INTU are valued like GARP names

Salty_Trade_121

But didn't those names like SHOP SNOW get re-rated hard during the 2022 inflation hike?

CLE_retired

LULU and SHOP have done well, eh!

orkdorkd

Congratulations! I also just sold all of my NVDA and plan to DCA into VT over the next 11 months, also due to the Orange guy causing volatility. I only started investing in 2023, I fucked around with stupid stocks at first but ended up getting out of those and putting all my money into Shopify, NVDA and AMD. I have a retirement fund in HK solely on North American equities (similar to VOO/VTI) so I thought some individual stocks were fine. Ultimately I guess I value the fear of losing my gains more vs losing out on future gains. No where near the % of gains as you, but NVDA and SHOP has treated me very well, I plan to hold AMD until it reaches its previous ATH after that it's all VT for me. I'll be roughly 74%-26% in US VS Other markets once all my current cash is invested and even though I'm not from US nor live there, I feel this is the way forward for now. .. though similar to you, if NVDA does drop again, I probably won't be able to help myself but pick up some more shares.

ed209-90210

FB - a few months after IPO NVDA - about 5 years ago MSFT - about 10 years ago TD - about 10 years ago SHOP - about 8 years ago

Jaded-Technology-780

NFLX$120/2005 AMZN $120/2005 NVDA $1K/2017 SHOP $800/2017 META 1.5k/2018

kingallison

Transdigm TDG, Shopify SHOP, Apple AAPL, Microsoft MSFT, and Amazon AMZN.

Mediocritologist

Got in PLTR early around $17 avg but sold around $100 bc I couldn’t stomach being connected to them anymore. It was a small position but still made a nice profit. Other than that, got into SHOP around $13 many years ago before the split. Nice 787% return so far 😎

excitedOil3295

Look at the SHOP 3 month chart and tell me that don't look bullish as hell.

dorkstar1

WITHOUT SUBSIDIES FROM THE US GOVERNMENT, ELON WOULD CLOSE UP SHOP & HEAD BACK TO SOUTH AFRICA This is brutal truth

excitedOil3295

Hoping SHOP breaks out here in the next couple days.

f0xinaround

Damn SHOP selloff is wild. Today had a little bit of everything for everyone!!

MagmaLad

Sold HIMS too early but was able to buy SHOP on the dip. Now I'm considering BABA on the dip, though I'll wait for support first

AAPLx4

Anyone buying SHOP here?

G4M35

> What has me cautious is Shopify’s P/E ratio being 90 and from what I understand that means the stock is overvalued. Maybe. There's more to the story than just P/E. I have a small position in $SHOP and I continue to accumulate with monthky buys.

ASUS_USUS_WEALLSUS

V, SHOP, ROKU, GOOGL, and RIVN. Jan 2026 calls for all of these look good.

archer525x

Some nice picks, and I would imagine you do outperform the market but have a couple disagreements. Love me some MSFT AMZN and GOOG but don’t sleep on META. Probably my fav out of all the big dogs their financials are probably best in the world. I also like AMD better than NVDA just because AMD has farther to run and is scaling up its data center business while nvdia starts going up against insane comps. Some other positions I like: UBER is my play for a self driving partner and SHOP is also great exposure to e-commerce, also recently bought that FICO dip

excitedOil3295

Transition into retail stocks! GAP and SHOP for me.

excitedOil3295

SHOP feels spicy.

ittrut

As a shop shareholder, would be nice to hear why you haven’t bought SHOP?

Fragrant-Weird6034

SHOP 🩸🩸🩸

YourSecondFather

SHOP on my radar list too but not as of yet. I had chance in 2022 fortunately I choose Meta that time.

superhappykid

It's quite interesting because almost all the stocks you have in your portfolio now are a "Buy the dip" scenario. Where you have bought them on weakness and they are underperforming the market. I'm not too sure how they'll perform over the next year. As you know come back stories can lead to amazing gains, like you have seen with Meta. But I am surprised you don't own SHOP given you yourself said you were a shopify store owner. You mention you can't sell anything without Google but I bet you anything you also can't sell anything without Shopify lol.

excitedOil3295

SHOP getting plenty of love, just not meme-y enough for some of these clowns.

Organic-Trash-6946

No love for SHOP?

excitedOil3295

SHOP has its eyes on ATH. Bulls will be rewarded.

disloyal_royal

You are missing the biggest one, SHOP over Amazon

excitedOil3295

Need SHOP to pump hard or I'm homeless.

No_Statement_6635

I don’t disagree with you that it might be getting meme’s but I also like the stock. It is at like a 43 PE ratio which is high but it’s not anywhere near unusual for a growth stock, PLTR is over 500, Coinbase is at 47, SHOP is at 89 Hood is basically ubiquitous with a mainstream audience and will only get more popular as more people get into trading stocks, especially younger people. RH has everything, stocks, margin, IRAs, default earnings on unused cash, options, crypto (expanding aggressively here - international markets), credit cards, they even have predictions markets. And, all of this is gamified to the most extreme ways. So easy a child could trade options…and they do, examples are in this sub. Sure people say they care about high fees and shady stuff with GME but that’s all mostly idealistic talk, they will use HOOD. I don’t think the majority of the rise was due to speculation of SPY inclusion. I think some of it was but I think coming off of the tariff tantrums people saw it was a good buy. Q2 earnings I suspect will beat. Trade volume is way up, they have purchased bitstamp, they are expanding internationally, rolling the gold card out more and more, increasing RH Gold membership… I got some calls. Let’s see how it goes.

Organic-Trash-6946

Brick and mortar is dead... should have held my SHOP CALLS. 6/20 120 Strike

excitedOil3295

Holding SHOP and GAP calls over the weekend.

Organic-Trash-6946

Yay SHOP

Organic-Trash-6946

SHOP 120calls 6/20 gonna get out at 1$ per. hold 10 til expiration

Successful-Notice311

I have leaps on MDB & SHOP. Also extremely bullish on NET.

Mrhn92

This is more of an addon to other great suggestion, the stock i would bet on for 10x in 10 years is Shopify (SHOP). Their market is small to medium sized webshops. The best solution for both customer facing and for backoffice. Every competitor will be compared to how easy it is to do things in Shopify and also having payment processing segment of the company. For established companies it is a super long and expensive process to migrate away from webshops, but i worked in the sector and everyone talked about when they could move to Shopify and no one talked about when they could move away. Biggest risks is at some point in such a long timespan, there must come a time, where it is gonna be hard to gain market share and if they try to growth through price increase and or new monetization and they price out their customers and they start the long and expensive process of migrating away.

log1ck1717

Anyone playing SHOP?

FUCKUWO

SHOP farting all over the place today

Organic-Trash-6946

SHOP calls June 20 120 strike Ban bet 130 SHOP by June 20th

Antique-Wishbone-655

SHOP

FUCKUWO

!banbet SHOP 102 5d

Main-Perception-3332

I did. Bought and held tech growth stocks including NVDA, CRM, MSFT, AXON, MELI, SHOP, CRWD during huge run ups. Sold everything in November, bought back in in April-May to stocks beat down on the Trump trade including ELF, TTD, AMD, and back into MELI, SHOP, AXON. I am up ~125% in 3 years.

feelitrealgood

BYDDY - European market has highest EV adoption rates by % of car sales and BYD is currently buying up manufacturing sold off by European OEMs who are suffering. Not sure how much Teslas brand has been tarnished there vs here but I don’t think it’ll matter. HSAI - biggest LIDAR player in Asia COST Recession resistant. Never not seen it crowded. Awesome business model. SHOP One of the best bets on I cone inequality I think one can make. If merchandise is not your core product but it’s something a company does on the side, which is tons of businesses large and small, SHOP is the go to. CAVA - large CAPEX spending over the last few years due to the Zoe’s kitchen acquisition has pushed down a lot of key metrics which you are now seeing recover rapidly (ROIC, EBITDA). I see no reason why this growth would be a one time thing as they’re still expanding. I also see a trend toward healthier options in general.

Organic-Trash-6946

SHOP

FUCKUWO

!banbet SHOP 102 june 5

excitedOil3295

Switched to GAP calls and SHOP puts today.

Beneficial_Wave_111

Thank you for your input. I think SHOP along with ULTA are doing well. Been watching it for a few weeks now.

Fountainheadusa

I own and like SHOP - its branching out very successfully into large online and off line operations for larger companies. I've not really followed ETSY, don't know enough.

Beneficial_Wave_111

This is included among my watchlist with SHOP, ETSY, RDDT. GOOG is the only red, is it bad?

Beneficial_Wave_111

Thoughts on SHOP and ETSY instead of AMZN?

Murky_Stage3380

OPEN THE DILDO SHOP!! 

cancer_girl

I had. I might have been lucky in my pick of the fool picks. I didn't buy 100% off to the recommended stocks every time and did my own research. I used the RuleBreaker Service and later StockAdvisor. I started my investing journey in the second half of 2016. I've bought and held NVDA, TSLA, AMD, MELI, SHOP, TTD and others up until now and am still invested. I started with 100k and have currently 260k in my portfolio, which is close, but less than the SPY performance of +180% in this timeframe. I however took out around 130k successively to build our home during these years and there's 25% of taxes on any earnings from the stock market where I live. So go figure. 

MitchCurry

What a run for Nintendo. Y shares are up 46% YTD and has in the past 18 months. It's quickly gone from a new position to my 3rd largest non-ETF holdings, trailing only SHOP and MELI. Now if I could only get a pre-order on a Switch 2.

AngryTomJoad

doubt any Target C suite read or see these comments (even chatgpt'd into easy to understand for morons slides) but here we go: YOU BENT THE KNEE AND KISSED ORANGE TAINT SO QUICKLY I USED TO SHOP AT TARGET AND WILL NEVER AGAIN AND I TELL EVERYONE I KNOW TO NOT GO NEAR YOUR STORE FUCK YOUR QUISLING ASSES

NYSE_941_Gray

I like the names on the 13f’s for RGTI - smart money - kudos on that QBTS strat … using strangle on SHOP 130/97 bullish side … kinda stalled now but it has been good for awhile

greenpride32

AAPL is a bad example - they have flat top and bottom line for 3 years in a row. SHOP is growing top line over 20% every single year. They took some EPS hit due to getting rid of logistics and supply chain. Why not point to AMZN MSFT NVDA? They have been leading big tech past handful of years.

NYSE_941_Gray

Have a few Strangles on: one in particular I keep winning on, SHOP 130/95 which is bullish with SHOP at 110

SpecificMoment5242

Of course, it sounds like bullshit. It's an experiment. My partner (who's company was failing and I bought into) thought I was a nutcase. I still have enough to retire TODAY if I want to. After decades at my last job as a hands-on mechanical engineer, I was let go (on my frigging BIRTHDAY) by my new boss, the owner's son, after ONE disagreement. No one wanted to hire a 50 year old engineer, so I looked into my finances and saw how much money I'd really saved over working and saving since I was 14 years old. I had a lot. My house and cars are paid for. I own machinery and tooling that I rebuilt on the side for sale. I thought about all the trials I went through with greedy, selfish, asshole, power-hungry bosses over the years who were toxic and whose companies never seemed to get quite into the black for very long. I thought, what if? Well, my partner, who I've been friends with for 30 years, was talking about closing his company's doors after 65 years and being in the family for 4 generations. So? I bought in, brought in new machines, new ideas, and new money. And so far? It's working. Of course, I have to be there ALL THE TIME, check everyone to keep things from getting toxic, pay myself a lousy 30 bucks an hour until I get my quarterly profit check, and most (if not all) of THAT goes back into the business to keep expanding the shop, keep a financial cushion, and keep my people happy because without my people I HAVE NO COMPANY. We only have 31 employees down to the cleaner, yet these people put out so much good work, so quickly, and precisely, that you'd think there were at least 50 people running around. We have some of the best welders in central Illinois at our tiny shop and are being courted by a lot of BIG NAME companies, and now we're getting new work on top of all of that from our old clients because we actually honored our commitments when things went badly, and we did that because we were able to. The only REASON I take the 35-minute commute to work every day is to make sure my people have a way to support themselves and their family. Well, THAT and I want to get my money back before I retire. I don't expect you to believe me. And I don't CARE if you do. Quite frankly, I didn't think it would work either. Yet here we are. As it turns out, if you take care of your employees and make sure they have what they need to actually have a life, they work better, but it's a delicate balance between being a good business owner and being taken advantage of and I've discovered that that is the one thing I have to pay most attention to in order to keep it all moving upwards. Tradesmen are NOTORIOUS substance abusers from being overworked and underpaid, living with chronic pain, and the feeling of hopelessness that that cycle entails. A little meth to wake up. A little heroin to go to sleep. Check is gone in three days, and there's no food there, but there's ALL KINDS OF TOOLS LYING AROUND THE SHOP THAT I CAN SWIPE AND PAWN!!! Yeah. The first year was very difficult. The company name was ALMOST a bad word in the community. Now, the overflow from the increase of money in that little town has the other businesses getting rewards on account of my employees spending more money in town at the mom and pop stores and restaurants. It's not enough for them to retire in six months, but the guy at Short Loin news stand said he's seen a 1000/ month sales increase since I've taken over as COO, and I don't know of ANYONE who couldn't use an extra grand a month. Anyway. Yeah. Rereading it, it sounds like bullshit. So, believe what you want. My whole point, I guess, is that I see what I'm doing as actual capitalism, whereas the removal of all capital in a system by overcharging your clients and under-paying your employees seems more like cannibalism to me. Who are you going to sell your shiny new shit to when no one can afford it anymore, the entire world sees you as a comic book villain, and there are LITERALLY people who are willing to take your life in the street because of the inequality that your greed has brought upon society as a whole? And I don't think that it's so crazy that in a world of enterprises trying to eat each other and grind up the population financially for ONE idealistic old guy to try something old and see if could still fly with the right people, the right decisions, and the right clientele. So far, so good. But it's only been about 5 years. We'll see.

Rand-Seagull96734

I went to cash on April 8 and am more than half back into VTI, plus grabbed NVDA, JPM, TSM, ARM, SHOP, FSLR, ENPH, and COIN while they were down. Have significantly improved my cost basis and back to business as usual: DCA. Still have dry powder if shit hits the fan again.

NYSE_941_Gray

right after tax bill signed: WMT for SHOP?

CUTON1C

This close is going to be crazyyy $COIN and $SHOP addition and today is OPEX!! 3:50pm will be insane!

f0xinaround

SHOP zipping 

Typingtext

Didn't learn my lesson, opened some 1d puts as protection across most tech stocks. Rest is full on GOOG & SHOP calls. Lets goooooooooooooo

_JayKayne123

Why is SHOP running.

FaintCommand

It really doesn't need to be either/or. The market doesn't unilaterally move in one direction. For me, I've shifted away from some sectors (like BDCs, REITs) and companies (SHOP) I think will suffer in a recessionary environment and focusing on areas that should thrive (SELF for example). I'm not in or out, just focusing on the best odds given my best guess at a most likely future. I've also put a bit more into cash to buy future dips. Even if the bulls are right, there "will* be a dip at some point. I'd rather have cash on hand than just have to twiddle my thumbs waiting for a recovery. The rest is just DCAing into things I'm in for the long long term.

Background-Type-8696

Yea I been debating whether to sell SHOP too.  I got in around 45....

Scary-Ad5384

Oh I meant add SHOP to my sells today. Well that’s always the plan..buying back what I just sold at a lower price..Personally I see a near term pullback..if not I’m fine taking a little less profit

Background-Type-8696

Interesting adding SHOP at such a high price already ....

Scary-Ad5384

I’ve been busy ..trimmed HOOD AVGO RBRK and ONON anywhere from 10/15% …add SHOP to the list ..all those went over my max % of my portfolio

DisraeliEers

SHOP 108 calls

callsonreddit

SHOP puts 🤔

NYSE_941_Gray

I think you could still make long money on SHOP and COIN calls -

Antique-Wishbone-655

SHOP inclusion in Nasdaq 100 📈📈📈

FaintCommand

Interesting! My strategy for my taxable is a bit more forward looking. I'm taking big swings at what I anticipate will be growing markets in the future (EVTOL, space, medtech, water). There's plenty of hard times and patience involved, but if enough hit, it shakes out in my favor. BWAY is my biggest gainer (though I wasn't heavily invested there), along with RKLB, SOFI, SHOP, and PLTR (sold off most of the last two at peak). There's plenty more grounded stuff as well, but those are just to balance things out. I'll take a look at CRMD. I'm very intrigued by biotech, but my picks haven't panned out so far.

radduder

Affirm $AFRM should be a $200 stock. 2025 Financials vs 2021: 📈 Operating Income: +627% 📈 Revenue +222% 📈 Net Income +126% In 2021 the stock was $176 with a $210 PT. Operating income has 6X’ed since 2021. Key Partners: $JPM $V $AMZN $SHOP $GOOG $AAPL $EXPE $BKNG $COST https://preview.redd.it/ndsyyryf370f1.jpeg?width=1236&format=pjpg&auto=webp&s=3f9af23946a8ca81a7cfacaf2a69ac6b1a493dda

throw-datass-away

Bears why don’t you just buy puts on SHOP? It’s single handedly killing me im down 12k on it in just under an hour

Admirable-Tree-653

SHOP fake ass pump smh

Admirable-Tree-653

SHOP will finish green, PLTR will have one final run before close.

b_fellow

Damn SHOP early dippers already making bank

GrapeKlutzy857

Tariffs? Uncertainty? Light guidance? Bro… Shopify just said *“We don’t know what the hell is going on”* in corporate-speak. Meanwhile some poor bagholder just YOLO’d weekly $SHOP calls like it’s still 2021. 💀 Congrats to all holding puts — enjoy your discount Shopify merch while the bulls cry in pixelated cart abandonment reports.

AAPLx4

Let’s go SHOP

_hiddenscout

$SHOP Reports Q1 revenue $2.36B, consensus $2.33B Reports Q1 MRR $182M vs. $151M last year and GMV $74.75M vs. $60.86M last year.  "Our Q1 results confirm two clear facts. First, we are delivering both growth and profitability at scale. Second, businesses perform better on Shopify, regardless of market conditions," said Harley Finkelstein, President of Shopify. "We built Shopify for times like these. We handle the complexity so merchants can focus on their customers. We ship products faster than anyone else, giving merchants the edge they need to succeed." Sees Q2 revenue up at mid-20s percentage rate y/y For Q2, Shopify expects: Gross profit dollars to grow at a high-teens percentage rate on a year-over-year basis; Operating expense as a percentage of revenue to be 39% to 40%; Stock-based compensation to be $120M; and Free cash flow margin to be in the mid-teens, similar to the first quarter of 2025.

Ready2gambleboomer

*SHOP nooo!!! My calls! Vaporized. Fuck.* *This is not a good start for today. Dayum it man.* 

Separate_Fold5168

$SHOP https://preview.redd.it/ngoqeiyxkjze1.jpeg?width=640&format=pjpg&auto=webp&s=ac430020e79ee5d32233b50ea0b3dfd9f3378ca7

Antique-Flight-5358

did SHOP earnings leak or something?

AAPLx4

Noooo SHOP please don’t go

Moist_Attitude_6702

No question about it. Just found it interesting that flow was fairly bullish. We will see how SHOP does tomorrow morning too.

utitses

damn did SHOP earnings leak….?

Useful-Paper

What’s SHOP doing tom

coloradoinsuranceguy

Isn’t SHOP highly exposed to the drop shipping Armageddon?

utitses

anyone shorting SHOP?

FindingSkittles

In my experience, SHOP will beat expectations plus good guidance and then shit the bed, then run up to next earnings. So basically, buying calls after earnings

AAPLx4

Anyone playing SHOP earning?

dangwdym

Call debit spread for ARM, APP, BROS, SHOP Put debit spread for CVNA, PTON not letting IV cook me again 

TequilaTrader

If AMZN is a buy then SHOP is a buy for same reasons.

Antique-Flight-5358

Guys just buy SHOP for tomorrow...shits going to fucking $160

ISICKNEWTON

!banbet SHOP 100 3d

TequilaTrader

I’m buying more SHOP shares tomorrow

utitses

are SHOP puts too obvious ?

utitses

UPST dead. thinking puts on SHOP & TTD, thoughts?

SpaceToaster

SHOP puts printing and they didn't even report yet.... 12% of shop businesses are "dropshippers"