Edit: AF is having timing out issues.
Well, I finally decided to go long on DDD at $59 yesterday thinking I had missed the momentum rally, but turns out the short squeeze got even more egregious and amazingly the stock is at $67.50 right now. Wow.
I’m on your side…for now 
Er, closing long at $67.03 now…this price action makes zero sense to me
Shorts are getting monkey hammered. As a long-term investor, these massive short-term rallies make me more nervous than happy. Though, having 40% of my worth in 3D printing companies is making this an amazingly profitable two days. As in, I shaved a couple years off my retirement date - type of a couple days.
Alas, I don’t expect it to continue. Either tomorrow or the next day we’ll probably get a nice sized correction*. In fact, if I was a trader, I wouldn’t mind going short right now. I bet you could pick up 10% before the 4th. I’m not greedy though. I’m just going to ride this out. These stocks are still down pretty big YTD so they have some room to move up…hopefully in a more modest fashion.
*I dislike that word as well (see the thread in the WC), but I believe this is one instantance where it’s used accurately. While I do believe 3D printing stocks will go much higher over the next several years, the current prices are articifically elevated due to a big short squeeze.
Edit: If there is any doubt this is all due to the shorts - AMAVF (probably my favorite in the industry) can’t be shorted - or at least not very easily. As such, it hasn’t participated in the rally this week. Still doing well as the MOMO crowd has come back over the last couple weeks, but no short squeeze.
Wow! Congrats on your pick.
Are you familiar w/ its use in prostethic limbs, too? In addition to that, commercial use such as building very accurate and detailed ‘action figures’ of people, places, or photo graphs.
Once the price point falls and consumers can afford to replace their printer w/ a 3D printer, or as a hobby tool then the industry will flourish. As of now, it’s a part of this QE rally but still at these prices I mean, $60/share but throw it in an account and forget about it 30 years - doesn’t sound too bad!
DDD down -10% today to $50, embarrassingly bad 2Q14, is this when the bulls finally throw in the towel? Sweep the Leg are you buying on weakness? If so I’m covering my short now 
No, not buying more and it was certainly disappointing. I’m getting pretty tired of DDD’s management constantly coming up with excuses. I’m not selling either though. I got DDD around $44 and if it drop below there I’ll probably add to it. Since I’m thinking this is a 5-8 year venture, I don’t really care about this volatility. Just wait, the shorts will get squeezed sometime in the next couple months and it’ll be back at $60. Then they’ll disappoint on Q3 earnings and…
Yeah, definitely some shenanigans going on with DDD. I still have a bearish long-term view on the current set of public companies, but definitely it’s a discouraging day for the SSYS short when they took up revenue growth guidance this morning. It seems like this just widens the delta between the business quality of SSYS vs. DDD but would not be surprised if positive momentum might come back and raise all ships, just in case you are looking to buy back into the sector…
Fuck me gently with a chainsaw.
Damn you XONE.
Anyone buying at under $37?
I forgot this thread existed. Anyone else watched the Netflix documentary on 3D Printing?
No, although from a purely technical standpoint it may work out in the short-term. I sold my XONE and DDD a little while ago. XONE is just, well, bad at what they do, and DDD’s management continually overpromises and underdelivers. That’s a huge no-no for a high growth stock.
Sticking by AMAVF and SSYS though. Still in the black with those two. I probably should have cut bait sooner on DDD and especially XONE…oh well. The damage wasn’t too bad.
No. Pressing the short here. The roll-up strategy isn’t working out and Stratasys’ integration with Objet is going pretty smoothly from the channel work that I’ve done, such that the bifurcation between the two companies should continue to widen. Think DDD should be at $25 or so over the next few quarters.
^The only catalyst in the near-term that could send DDD parabolic is if they get the entire GE deal. That’s doubtful though as GE said they’re probably going with 2-3 manufacturers and it looks like Arcam is already getting at least a piece of that pie.
DDD: 3D Systems November weekly 34 straddle priced for 8.4% move 3D Systems November weekly 34 straddle priced for 8.4% move into Q3
The short sellers have won the 3D printing battle now that DDD pre-announced last week and SSYS pre-announced the mother of all negative preannouncements this evening. Down -18% AH, can’t remember seeing such a huge guide down outside of the energy sector.
^Yep, I got stopped out a while ago, but that was a less than awesome outcome for me.
Oh well. On to the next thing. I hear the company that makes those Macintosh computers is coming out with a watch. I hope I can play Oregon Trail on it.
Anyone see a bottom soon for DDD? Lots of insider buying at these levels
Isn’t 3D printing the next big thing??