Posts
It's McDanks time
Slowly increasing long term McDonald's leaps. Looking for march 2027 220/300 spreads as well but the Jan 2028 will remain naked.
Weekly Earnings Thread 8/31 - 9/4
So, should we short until November?
The chart shows the historical seasonal pattern of the S&P Equal-Weight (SPW) during U.S. midterm election years (1990–2022). Historically, after the current point, the index tends to experience a stronger correction from August through early October, followed by a significant recovery starting in late October and gaining momentum into November. …
Advent, Stripe consortium is said to drop pursuit of PayPal, Bloomberg News reports
TTWO priced in?
It's always funny to read when people are saying the stock price is already priced in. Dude you dont know game features, you know approximately how much of it going to be sold, you approximately know how much online revenue potentially it can generate but thats it. What if they …
MRVL Just Reminded Everyone Why Earnings Calls Are a Casino
MRVL was a good reminder to stop getting sucked into earnings hype. AI isn’t going anywhere and Marvell can still be a great company, but that doesn’t mean buying calls that expire the day after earnings isn’t stupid . A company can beat earnings and the stock can STILL crash …
META 94k YOLO
META 94k long position. Plan is too keep holding for the next two quarters. In recent days META settled their lawsuit with every state Attorney General in the United States for teen addiction to Social Media. They settled for $18B and limitations, which are basically default settings, for teens accounts …
MRVL Q2'27
Callaway Golf - An Ethical Short of A Bunch of Financially Incompetent Idiots (CALY)
Edit: repost with positions. If this gets traction I’ll deep dive further tomorrow, used to be a credit analyst. Many of us may be regards, but we're nowhere near the level of absolute debilism that must rule the HQ of Callaway Golf, where somebody came up with the concept, filmed …
$450k RIDING ON MRVL
Currently up 17% and hoping for a lot more after today. 10 months out and expecting to see $500 by next June.