Source material behind every call on the tape.
WHY??? Easy. Down 33% in less than a month. Still growing 20%+ YoY. \~$15B annual revenue. CEO bought shares. **NVDA uncle** Jensen Huang publicly endorsed ServiceNow’s AI vision. AI needs workflow orchestration, not just chatbots. If this is the “SaaS …
I have been following these two sectors closely for the past few months. On one side you’ve got the smaller public space names like Firefly, Redwire, Voyager, Intuitive Machines etc. On the other side you’ve got the drone/autonomous delivery stack …
I have msft leaps 430 strike expiring dec 2028 bought when msft was trading at around $427, my option cost is 105.25 and right now its at around 66. Is it better to roll to nearer strike price or just …
Ryan Cohen gave up his shot at a $35 billion windfall. The GameStop CEO [withdrew](https://www.bloomberg.com/news/articles/2026-06-23/gamestop-s-cohen-drops-35-billion-pay-plan-to-focus-on-ebay-bid?srnd=homepage-americas) a sizable bonus plan in order to focus on the company's "operating performance and its proposed [eBay acquisition](https://www.linkedin.com/news/story/ebay-spurns-gamestop-takeover-bid-as-not-credible-8829698/)." Cohen would only have received the maximum …
I dont know why I keep adding to this. Something has possesed me. Earnings are trending toward breakeven/positive and they have analyst upgrades. \~480M DAU begging for optimized monetization. Thats about all it has going for it. CEO is a …
Final edit: Thank you for all of the brilliant and thoughtful insights. The people who replied shared excellent strategies to find value in the market. This is an incomplete summary of my approach, not everything… but generally what I do. …
Was curious as to what other people‘s perspectives on the next few days look like for the stock. Also found today’s action kind of interesting and wanted to also get some peoples takes on what to make of it. I’ll …