Posts
Alphabet Q1 Earnings Thesis
Good morning everyone. I wanted to share my post-earnings thesis and execution plan for Alphabet following what might be the best quarter in the company's history. The Position: • 30x GOOGL $300 Calls (Expiring Sept 2026) • Purchased on July 24, 2025. With the stock blowing past $375 in the …
AAPL has beaten earnings expectations for several quarters in a row, today’s report is definitely going to be impressive
Everyone knows that Tim Cook will step down on September 1, 2026, with John Ternus taking over. There’s no denying Tim Cook’s contributions to AAPL. Lately, some people have been throwing out strange signals, claiming he’s made Apple a joke, but they forget he’s taken AAPL to become one of …
DRTS: Alpha Tau is gonna save lives long term
I wanted to post my research here to see if there are other bio-med investors who can point out any errors or miscalculations and in general pick apart my thesis to see if it stands up or if I'm lying to myself as this feels a little too good to …
Challenge: retire after completing 100 successful trades. Day 20
About 20 days ago I shared my crazy plan and it didn’t get much support I still clearly remember when I announced buying GOOGL and today’s earnings and after-hours rally proved I was right To update the friends who have been supporting me I’ve stopped out of IPGP bought MU …
WFH Stocks is in trend again - Zoom Communications(ZM)
The momentum has shifted to WFH themed stocks and we could be in the beginning of the capital rotation cycle from AI and semiconductor stocks. It’s only matter of time that WFH becomes mainstream again in light of rising gasoline and petroleum prices. Yesterday, when the SP500 is down, WFH …
U.S. economy rebounded in first quarter, driven by sizzling-hot business investment
**Consumer spending cooled slightly in the first three months of the year.** The U.S. economy rebounded to a solid 2% annual growth rate in the first quarter after a tepid 0.5% growth rate in the prior quarter, as the artificial-intelligence spending boom appears to be gathering steam. Gross domestic product, …
Investing in #1 stock long term?
Hello, I recently saw a video about a person who compared investing every month into the #1 stock vs investing into the S&P500. The #1 stock method outperformed the S&P500 by a large margin and I’m wondering if it is actually a viable option. Of course you are putting all …
Bullish $ADBE? Claude will directly control professional creative software through mcp.
Anthropic released 9 connectors that let claude directly control professional creative software through mcp which means actually execute actions inside them. The full list contains adobe creative cloud (50+ apps including photoshop, premiere, illustrator), blender (full python api access for 3d modeling), autodesk fusion , ableton, splice , affinity by …
r/Stocks Daily Discussion & Options Trading Thursday - Apr 30, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks …
AAPL 12 consecutive quarters of beating earnings reports
Any thoughts on the AAPL earnings call on April 30, 2026? Tim Cook steps down Sept 1, 2026 to be replaced by John Ternus a hardware engineering head. Under Tim Cook: * AAPL grew from $350B valuation to $4T. * Maintained supply chain * Increased margins * Monetized services But …