reddit.com
Subsites
Posts
Sports betting and $HOOD DD
Robinhood, the permanently tainted brokerage that holds all of our loses. The company that revolutionized zero fee trading and easy options access to college degens in a colorful manner. What could this brilliant company be up to next? If you’re a true degen you would’ve noticed that Robinhood added futures …
Trimming Appl before Berkshire results tomorrow
Investors may want to consider trimming their Apple (AAPL) positions based on recent developments and upcoming events. Here's why: ## Apple's Recent Performance Apple's latest earnings report has raised some concerns among investors. The company reported a decline in global iPhone sales for the second consecutive quarter, partly due to …
SNAP earnings filled price gap. PINS next?
TLDR: Seems kind of obvious, the play is PINS should beat by similar margin and have similar stock price action, filling the gap to 36s, maybe higher. SNAP options usually has high premium and PINS likely to be in the same ball park. Earnings next week, 11/7 Th AH. Thinking …
SweetGreen (SG) Sweet Moves
I would like to emphasize the potential of Sweetgreen (SG) as a compelling investment opportunity. Currently trading around $35 per share, SG has experienced a remarkable increase of over 250% this year. With a market capitalization of approximately $4 billion, it stands in contrast to CAVA's $15 billion and Chipotle's …
Population health is declining so ADUS should beat earnings
**Intro** Addus Homecare provides in-home personal care (laundry, cooking, cleaning) and in-home health care. Clients are mostly elderly, disabled, or chronically unwell. As the physical & mental health of the population declines, demand for in-home care increases. Recent data indicates that the overall health of the population is declining. Earnings …
MSTR a Ponzi Scheme
MSTR is probably the biggest overvalued stock in the US at the moment and I would expect the stock to drop by 50% in the coming month. Here is why: - MSTR is trading at almost 250% premium of its bitcoin holding value meaning that when you buy MSTR, it’s …
DD Short EA as their new AAA game Dragon Age Veilguard is a flop (only 55k players online on day 1)
Quick and simple. EA Games beat estimates just last week and are almost at all time high. Their top new game for which many people including me were waiting for: Dragon Age Veilguard just came out yesterady, and despite the positive reviews is a woke flop. The positive reviews are …
Cvna is the next smci
Carvana just beat earnings expectations but its supracompetitive profit margins compared to peers seem to be from loan sales, not cars. Those loans? Sold straight to Drivetime, run by Ernie Garcia II—the CEO’s dad and an ex-con who’s also Carvana’s major stakeholder. Family ties like this don’t belong in a …
The last mile: S&P at 6000
S&P had a phenomenol run year to date. It has journeyed almost 1000 points from 4743 on 2nd January, 2024 to 5705 on 31st October, 2024. It made two valiant [but failed] lunges to 6000 on 14th October (5860) and then on 18th October (5865). Now the question is whether …
Why I think TSM/INTC will outpace NVDA/AMD growth in the next decade.
Tech giants like Amazon, Google, Microsoft, and Meta are spending billions of CapEx on AI. Lets just look at their last 2 quarters spending: * **Amazon**: Increased CapEx from $60 billion in Q2 2024 to $70 billion in Q3 2024. * **Google**: Increased CapEx from $44 billion to $49 billion …