CNBC 科技股跌幅排行榜（市值$1B 以上）， WISH 夺得冠军， HOOD 亚军 Wish Discount mobile commerce app Wish has struggled since shortly after its IPO in December 2020. The stock priced at $24 and got as high as $32.85. But it’s now trading at $1.99, and is more than 90% below its intraday 52-week high from almost a year ago. Wish’s challenges are separate from the broader issues facing tech stocks. Fourth-quarter revenue plummeted 64%, declining for a third straight period. The story has gotten worse each quarter, with the primary problem being that people are abandoning the app. CEO Vijay Talwar spent part of the company’s earnings call on Tuesday trying to reassure investors. “These numbers tell me we need fresh thinking to guide us back to the growth that we know is possible,” Talwar said. Shareholders don’t see things improving anytime soon. The stock sank 16% last week. Robinhood Robinhood’s stock-trading app became a favorite for retail investors buying and selling meme stocks and cryptocurrencies, particularly after Covid-19 hit in a big way. Robinhood’s stock, which started trading in July, has largely been a bust. It’s down 70% from its IPO price and 87% from its high in August. The early hype cycle for Robinhood would have been hard to sustain in the best of times. On Aug. 3 investors pushed the stock up 24% despite a lack of news. On Aug. 4, it went up 50% with the launch of options trading, which has been a popular choice for Robinhood’s users. But a day later the stock fell almost 28% after the company said existing shareholders would sell up to 97.9 million shares. In January, the company gave a bleak forecast for the first quarter and showed a decline in monthly active users. Stitch Fix plunge CNBC Stitch Fix In 2020, Stitch Fix more than doubled in value, driven by the broader surge in e-commerce stocks. Since January 2021, the shares have been on a downward trajectory. They’re down 85% from a year ago, the 52-week high, and over 90% from a record a couple months earlier. Stitch Fix shares plunged 24% on Dec. 8, after the company warned that weaker-than-expected growth in new customers would weigh on 2022 revenue. Much of the slowdown was attributed to the rollout of a product called Freestyle, geared towards personalizing the shopping experience. CFO Dan Jedda called the transformation a “multi-year endeavor.” In addition to fewer new customers, Jedda said the guidance “reflects the ongoing macro impact of global supply chain challenges in the industry.” Peloton Workout bike maker Peloton became a pandemic darling in 2020. That was a long time ago. In November, the stock fell 35% in a single session after subscription revenue, digital subscribers and gross margin all fell short of expectations. On Jan. 20, CNBC reported that Peloton was temporarily halting production of its connected fitness products, sending shares down almost 24%. Peloton said on Feb. 8 that CEO John Foley would step down and the company would trim 20% of its workforce. The stock is down 83% from its 52-week high in July. Affirm Affirm got a major jolt during the pandemic as its “buy now, pay later” offering was widely adopted by online retailers. Amazon even jumped aboard in August, helping boost the stock 71% that month. Since reaching a high market cap of about $47 billion in November, Affirm shares have tumbled 81%, and the company is now valued at $9.5 billion. The stock sank 20% or more in consecutive days in February, even after its revenue and forecast exceeded estimates. Analysts at DA Davidson said the full-year guidance was disappointing because it implied second-half weakness. Still, they recommend buying the shares. “With expanding consumer adoption amid a broadening Affirm retail footprint, Affirm’s volume growth is accelerating while most BNPL peers are slowing,” the analysts wrote. OpenDoor is disrupting the real estate market with its new model. It buys homes and sells them on its platform. Opendoor Opendoor Opendoor pioneered the iBuying, or instant buying, home market, using a combination of technology and people to purchase houses in high volumes and then sell them. When rival Zillow announced in early November that it was exiting the market, investors saw it as a positive sign for Opendoor, sending the stock up 16% in one day. However, in the four months since, Opendoor is down more than 70%, and the stock is down 78% from its 52-week high almost a year ago. Opendoor’s steepest plunge came on Feb. 25, when the shares lost 23%. Like so many other out-of-favor tech companies, Opendoor topped estimates and beat on its outlook, but investors hit the exits anyway. The one key fourth-quarter metric that disappointed was contribution margin, or the revenue left from home sales after costs. That number was 4%, down from 12.6% a year earlier. Roku On Feb. 18, Roku’s stock fell 22%, tied for the largest single-day decline since the streaming company went public in 2017. Roku’s fourth-quarter revenue and first-quarter guidance both missed expectations, prompting Pivotal Research Group to give the stock a sell rating. TV unit sales have declined in the U.S. as device manufacturers have run into shortages. Roku is eating the costs rather than passing them to customers. “In essence, Roku is going to grow revenue at a slower than expected pace in combination with a massive ramp in expenses, into potentially a global economic slowdown with increasing levels of competition,” Pivotal’s Jeffrey Wlodarczak wrote in a note. The stock is down 77% from its 52-week high in July. Wix The Israeli website builder Wix is still taking market share, but at a more modest pace, Atlantic Equities analysts Kunaal Malde wrote in a note to clients earlier this month. He lowered his rating on the stock to neutral from the equivalent of buy. A decade ago Wix was growing revenue by 95% a year. But growth dipped into the teens for the first time in the fourth quarter. Wix shares fell 23% on Feb. 16, after the company reported fourth-quarter results, the largest decline since its 2013 Nasdaq debut. Revenue and first-quarter revenue guidance both failed to meet analysts’ expectations. The shares are 77% below their 52-week high from April. “Sales and marketing efficiency is moderating on a gross profit basis,” Malde wrote. As it pulls back on spending, “Wix also risks losing incremental share of higher-yielding commerce websites,” he added. Redfin Online real-estate brokerage Redfin showed surging growth in 2021 as home shoppers shook off pandemic concerns. Revenue increased 117%. Yet investors cut Redfin stock by 20% on Feb. 18, after the company issued its fourth-quarter numbers. The shares are 76% below their 52-week high from March of last year. Redfin’s gross margin was narrower than expected as a result of higher transaction bonuses and personnel costs, Chris Nielsen, the company’s finance chief, said on a conference call with analysts. Revenue per transaction also inched lower. The company has seen a shift in its user base with people moving to cheaper homes, Nielsen said. Toast If you’ve eaten under a heat lamp at a neighborhood eatery in the past couple years, you’ve probably become familiar with the name Toast. The company grew up by providing point-of-sale software and hardware to restaurants and emerged as an industry heavyweight during the pandemic by helping customers transition to a world of contactless ordering and payments. Toast went public in September and rallied steadily until early November, reaching a high market cap of about $35 billion. It’s since fallen about 75% to $8.8 billion. The biggest one-day drop, an 18% plunge, came on Feb.16, after revenue beat estimates but the company’s loss was wider than analysts expected. Revenue is projected to increase 39% this year and 33% in 2023, and the company is “still a strong share gainer in the U.S. restaurant space,” according to a note last month from Mizuho Securities analysts, who have the equivalent of a hold rating on the stock.
这不高点下来还没跌多少，淡定了
五毛哥的沙发，受宠若惊
黑色一年
短线当然是逢弹空之，熊市不选股就空大盘就好，随便拉根5分钟均线，指数每弹到均线就空之今天是弹无虚发啊 。
SP 破 2月24号低点 4115 基本是很 sure 得事
满手cash，什么时候开始进场？
https://finance.yahoo.com/m/5eb4ba03-9422-3927-aca0-1004d1f2a9fe/it-wasn’t-hard-for-apple-to.html
现在可以慢慢进了，轻点，不要太猛 我昨天，今天都进了 预计纳斯达克最多跌到6000点，最少跌到12000点 反正越跌越买，不要怕
手里留现金呢还是买房？
成长股已经膝盖斩了，因为不影响指数，所以大盘看不到。
再跌，的确是要轮到蓝筹股了。
AAPL, NVDA 都是高于估值。
给的范围够宽， NASDAQ 6000 点还了得，如果那样估计有跳楼的
准备好弹药到6000点，虽然未必会发生，但发生的机率也不是零，我也说纳斯达克破13000我就开始动手，我在版上一直都是这么说的啊
同觉得。头文字D 是做空，所以超悲观。
纳指跌到10000点，就已经跌去 40%了。
今天，纳指进入技术性熊市（-20%）。
可能
嗯 希望不要太快轮到 但是估计最后谁也逃不了
成长股有的从300跌破100了都
我哪里做空？我就是前几个礼拜做空了AMZN陪你们玩玩 我从来都不做空的（除了陪你们玩玩） 我要是超悲观，我今天就不会买入了，我今天买入了几万刀的QQQ 我一直都是做多，但手里随时留有一定的现金，以防极端情况出现
把 appl 跟 nvda 放一起的一定是韭菜无疑。
果跟狗放在一起比较恰当
哭死。。
误会了。原来你也是看空不做空。
请问“熊市不选股就空大盘就好”是什么意思？
坚决认定海峡两岸没有理由打。
做空风险太大，对技术要求太高，不适合我 我只适合，跌多了，越跌越买，升多了，越升越卖
顶这个，这才到跌了多少啊，就大呼小叫的
涨的时候多莫名其妙，跌得时候就有多匪夷所思
估计阁下是半导体从业者 大陆不用真打台湾，隔三差五吓唬两下TSMC股价就上不来
哈哈， 我不是，我是草根股东。 家人有做这行。
懂 TSMC是个好公司 可惜生在了地缘政治的中心
而且放量，多头基本没有抵抗，未来几天还会走低啊。
因为芯片公司要分别从乌克兰和俄罗斯进口某种特殊金属来制造芯片，现在这么一弄，芯片shortage更严重了。。。。
哈哈 确实
不一样 阴跌最后幅度还更大
也不是没可能
油价上涨带动一大波cost新会员。
没看到最近 Kroger 暴涨吗？ 感觉和民生有关的粮、油最近都暴涨了。 Costco 不算这种关键的供应链吧， 基本没动。
你的strike price 设多少？
不止， 那个什么Robinhood当初当红炸子鸡， 现在从60跌到11. 这是跌了80%
2 week, $600
同意，这种阴跌更可怕，2020年3月的极速暴跌反而没什么，两周跌到位开始反弹
急跌阴跌都不可怕，不跌才可怕。
这是抄底了HOOD亏的？
有推荐的股票或者FTE吗？手里唯一剩的是能源股，还应该hold吗？
横盘还能靠 call/put来回抽插挣钱，阴跌看空不做空很难受
感觉现在的市场情绪已经是“黑色每星期”
哈哈 握爪
装死不跑街上的MM就拿你没辙，他们现在拿到口袋里的后面还要再给你塞回去，不装死就是真到他们口袋了。当然赚钱的另说哈
不被马金靠就是没有输！
Wish
Discount mobile commerce app Wish has struggled since shortly after its IPO in December 2020. The stock priced at $24 and got as high as $32.85. But it’s now trading at $1.99, and is more than 90% below its intraday 52-week high from almost a year ago. Wish’s challenges are separate from the broader issues facing tech stocks. Fourth-quarter revenue plummeted 64%, declining for a third straight period. The story has gotten worse each quarter, with the primary problem being that people are abandoning the app. CEO Vijay Talwar spent part of the company’s earnings call on Tuesday trying to reassure investors. “These numbers tell me we need fresh thinking to guide us back to the growth that we know is possible,” Talwar said. Shareholders don’t see things improving anytime soon. The stock sank 16% last week.
Robinhood
Robinhood’s stock-trading app became a favorite for retail investors buying and selling meme stocks and cryptocurrencies, particularly after Covid-19 hit in a big way. Robinhood’s stock, which started trading in July, has largely been a bust. It’s down 70% from its IPO price and 87% from its high in August. The early hype cycle for Robinhood would have been hard to sustain in the best of times. On Aug. 3 investors pushed the stock up 24% despite a lack of news. On Aug. 4, it went up 50% with the launch of options trading, which has been a popular choice for Robinhood’s users. But a day later the stock fell almost 28% after the company said existing shareholders would sell up to 97.9 million shares. In January, the company gave a bleak forecast for the first quarter and showed a decline in monthly active users.
In 2020, Stitch Fix more than doubled in value, driven by the broader surge in e-commerce stocks. Since January 2021, the shares have been on a downward trajectory. They’re down 85% from a year ago, the 52-week high, and over 90% from a record a couple months earlier. Stitch Fix shares plunged 24% on Dec. 8, after the company warned that weaker-than-expected growth in new customers would weigh on 2022 revenue. Much of the slowdown was attributed to the rollout of a product called Freestyle, geared towards personalizing the shopping experience. CFO Dan Jedda called the transformation a “multi-year endeavor.” In addition to fewer new customers, Jedda said the guidance “reflects the ongoing macro impact of global supply chain challenges in the industry.”
Peloton
Workout bike maker Peloton became a pandemic darling in 2020. That was a long time ago. In November, the stock fell 35% in a single session after subscription revenue, digital subscribers and gross margin all fell short of expectations. On Jan. 20, CNBC reported that Peloton was temporarily halting production of its connected fitness products, sending shares down almost 24%. Peloton said on Feb. 8 that CEO John Foley would step down and the company would trim 20% of its workforce. The stock is down 83% from its 52-week high in July.
Affirm
Affirm got a major jolt during the pandemic as its “buy now, pay later” offering was widely adopted by online retailers. Amazon even jumped aboard in August, helping boost the stock 71% that month. Since reaching a high market cap of about $47 billion in November, Affirm shares have tumbled 81%, and the company is now valued at $9.5 billion. The stock sank 20% or more in consecutive days in February, even after its revenue and forecast exceeded estimates. Analysts at DA Davidson said the full-year guidance was disappointing because it implied second-half weakness. Still, they recommend buying the shares. “With expanding consumer adoption amid a broadening Affirm retail footprint, Affirm’s volume growth is accelerating while most BNPL peers are slowing,” the analysts wrote.
Opendoor
Opendoor pioneered the iBuying, or instant buying, home market, using a combination of technology and people to purchase houses in high volumes and then sell them. When rival Zillow announced in early November that it was exiting the market, investors saw it as a positive sign for Opendoor, sending the stock up 16% in one day. However, in the four months since, Opendoor is down more than 70%, and the stock is down 78% from its 52-week high almost a year ago. Opendoor’s steepest plunge came on Feb. 25, when the shares lost 23%. Like so many other out-of-favor tech companies, Opendoor topped estimates and beat on its outlook, but investors hit the exits anyway. The one key fourth-quarter metric that disappointed was contribution margin, or the revenue left from home sales after costs. That number was 4%, down from 12.6% a year earlier.
Roku
On Feb. 18, Roku’s stock fell 22%, tied for the largest single-day decline since the streaming company went public in 2017. Roku’s fourth-quarter revenue and first-quarter guidance both missed expectations, prompting Pivotal Research Group to give the stock a sell rating. TV unit sales have declined in the U.S. as device manufacturers have run into shortages. Roku is eating the costs rather than passing them to customers. “In essence, Roku is going to grow revenue at a slower than expected pace in combination with a massive ramp in expenses, into potentially a global economic slowdown with increasing levels of competition,” Pivotal’s Jeffrey Wlodarczak wrote in a note. The stock is down 77% from its 52-week high in July.
Wix
The Israeli website builder Wix is still taking market share, but at a more modest pace, Atlantic Equities analysts Kunaal Malde wrote in a note to clients earlier this month. He lowered his rating on the stock to neutral from the equivalent of buy. A decade ago Wix was growing revenue by 95% a year. But growth dipped into the teens for the first time in the fourth quarter. Wix shares fell 23% on Feb. 16, after the company reported fourth-quarter results, the largest decline since its 2013 Nasdaq debut. Revenue and first-quarter revenue guidance both failed to meet analysts’ expectations. The shares are 77% below their 52-week high from April. “Sales and marketing efficiency is moderating on a gross profit basis,” Malde wrote. As it pulls back on spending, “Wix also risks losing incremental share of higher-yielding commerce websites,” he added.
Redfin
Online real-estate brokerage Redfin showed surging growth in 2021 as home shoppers shook off pandemic concerns. Revenue increased 117%. Yet investors cut Redfin stock by 20% on Feb. 18, after the company issued its fourth-quarter numbers. The shares are 76% below their 52-week high from March of last year. Redfin’s gross margin was narrower than expected as a result of higher transaction bonuses and personnel costs, Chris Nielsen, the company’s finance chief, said on a conference call with analysts. Revenue per transaction also inched lower. The company has seen a shift in its user base with people moving to cheaper homes, Nielsen said.
Toast
If you’ve eaten under a heat lamp at a neighborhood eatery in the past couple years, you’ve probably become familiar with the name Toast. The company grew up by providing point-of-sale software and hardware to restaurants and emerged as an industry heavyweight during the pandemic by helping customers transition to a world of contactless ordering and payments. Toast went public in September and rallied steadily until early November, reaching a high market cap of about $35 billion. It’s since fallen about 75% to $8.8 billion. The biggest one-day drop, an 18% plunge, came on Feb.16, after revenue beat estimates but the company’s loss was wider than analysts expected. Revenue is projected to increase 39% this year and 33% in 2023, and the company is “still a strong share gainer in the U.S. restaurant space,” according to a note last month from Mizuho Securities analysts, who have the equivalent of a hold rating on the stock.
Sec的主席Gary Gensler以前还多次引用Toast作为FinTech的例子。 今年大大小小平行垂直领域的FinTech公司都扑街了。
慢慢的熊跌可比急跌煎熬多了。
没有啥个股推荐，我很懒的，我基本只买指数 今天买了些QQQ和EWG 都是指数基金
好奇stripe IPO得是什么样子。
大佬去年都跑路了
反弹很弱。。继续担心
这种反弹叫做见光死，意思就是当天就死了，通常都是即将再创新低的强烈讯号
我今天早上又买了，中午一看，哇，总数赚钱了，收市再一看，哇，总数又亏钱了，盘后手痒，又进了一些QQQ
因为不断买入，摊低了成本，这次入场目前亏损0.6%, 只要它每天跌，我就继续每天买
我今天用limit order 买了些qqq，spy，但没hit到。我也基本隔几天近些，但数量都很少，因为从一月开始陆续近，基本都亏了，只能继续，将limit 越设越低。
买入价差个一两毛钱，从长远来看，就是Nothing，我都是想买的时候直接用market price买。