Posts
Long Victoria’s Secret ($VSXY) with the release of GTA VI
I posted this in another sub and people were saying it’s DD worth mentioning here. Some of my best trades have come from Chris Camillo’s social arbitrage method. Identifying social trends around you before the street catches on. Despite a 280% gain in the last year, I think there is …
Lessons from my $8k IREN loss.. (regard edition)
Everyone is afraid of losing money on the stock market, but sometimes a loss is the best thing that can happen to you. Today, I'm down over $8k on an extremely risky and regarded bet on IREN Stock, but without losses like this, I will not learn the important decision-making …
$DELL — Am I crazy or is a $20 call actually a steal going into earnings?
Hear me out. DELL just got smoked \~3.4% today to close around $456, but this wasn’t really a Dell-specific collapse. The Nasdaq was down \~0.5% after Kevin Warsh’s Jackson Hole speech came across more hawkish and pushed September rate-hike expectations higher. Meanwhile, Dell earnings are Tuesday, Sept. 1. The setup: …
Someone said Warsh’s speech was “obvious” because he doesn’t do forward guidance. That take completely misses the point.
Alright regards, gather around. Everyone is arguing about whether Warsh was hawkish or dovish on September. That is the most NPC way to read this speech. Warsh wasn’t handing out a September rate-call coupon. He was laying out the Fed’s reaction function — the actual rulebook for when they move. …
Trump announces deal with Venezuela to secure more than 65 billion barrels of oil reserves
Yolo but internally you know its not yolo with this $IONQ play
To be frank with you all when I was screenshotting this it wasn’t a yolo feeling. More of a “I might throw up a bit”. The truth is I think it’s more of a “minimum wage guy hands over his hard earnings to the ultra wealthy”. One thing that makes …
Weekend Discussion Thread for the Weekend of August 29-30
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Goodyear Tire "I like the stock" [symbol GT]
First - disclosure: I own GT shares, with shares say around 1% of my portfolio The situation: \[source Reuters for the following:\] Price to sales: 0.10 Price to book: 0.54 to 0.62 depending on type Revenue is stable, including quarterly. Product competitiveness: Consumer Reports - if anyone has anything more …
IREN opinion
What’s your take? Initially, I was really sold on Iren, but gradually I’m starting to think there might be quite a bit of downside after all. My concerns: 1. Even if the $4 billion ARR is realized, the company still needs to become profitable, and secondly, that would still imply …