Posts
$AMC #AMC summary for FRI 26JUN26
$AMC #AMC summary for FRI 26JUN26 My holdings: Long $AMC at 2.63, 2.94, 3.30. Short $AMC JUL26 puts at 2.00 and 2.50. Short $AMC JUL26 calls at 3.50. Volume: high Candle: bullish engulfing 9 d ema: went up and tested it, but closed back down below Action details: Reached up …
Cathie Wood Invests $11.5 Million in Coinbase as Crypto Stock Slumps
(UIPATH) $PATH DD - Lumpy Revenue To Secular Growth
Long term seeker, first time writer, I need to challenge my own thesis to reduce or add more capital. I'm not going write everything but just a current overview. This is a boring company with possible huge tailwinds. Bears used to say "*AI is eating their lunch*" to now "*they …
Nebius now makes ASMR videos. They are more diversified than I thought
Time to save Portillos?!?
Portillo's is about as Chicago as it gets. Italian beef, Chicago dogs, and a 1,500-calorie cake shake. This isn't some random fast-casual chain nobody's heard of; it's part of the city's identity. And right now, I think the market is pricing it like it's irrelevant. The damage so far: Stock …
Microslop is on sale
So Microsoft just had its worst month since the dot-com bubble and the bear case is they're spending TOO MUCH on AI. You're telling me Microsoft is shoveling billions into the biggest technological revolution in 25 years? Just like every other hyperscaler on the planet? Thank fuck, I would be …
MSFT leaps and some long dated
Will probably roll out the leaps
MU $2000 is no longer a meme
MU just dropped numbers that broke the old memory playbook. Q3 did $41.46B in revenue, up from $9.3B a year ago, EPS $25.11 when the street was looking for like $20. The part that actually got me was the margin, 85%, nobody had that modeled, and then the Q4 guide …