Posts
Are you doing calls or puts on APPL today?
Accidentally bought a put when I meant to buy calls, so now I have both exp today! It would be amazing if they both hit today, but will probably roll one over into 7/31. Consensus on Reddit seems to be torn by the posts I’ve seen.
Wheres my refund?
moomoo earnings plays, how I'm using unusual activity this season
Earnings season is back. After getting burned by an IV crush on $META last Q3, where I got hammered on a straddle, I’ve completely overhauled my pre-entry checklist. This quarter, I’m taking a different approach: First, I track unusual activity to filter out the hedge-flow noise and zoom in on …
Been holding $ORCL through the noise. Anyone else just choosing to let it ride?
There's a point where you've done your homework, you're in the position, and the only thing left to do is get out of your own way. That's where I'm at with $ORCL right now. Checked the moo.moo feed and the community is split, some people are sweating every tick, others …
Why does SanDisk (SNDK) keep crashing — down ~14% and nearing $1,000?
Buying APPL puts heading into earnings
Here’s my awesome and epic DD with no numbers to back it up: investors have been parking money in APPL as the semis have been selling off and has been a major contributor to APPLs recent run. If APPLs earnings report goes well, the price may pump even more on …
Semi to SaaS
Words like Microshit, Microslop, Microscam confrimed the bottom for SaaS stocks few weeks ago. Now sentiment will shift and you will hear words like Scamdisk. Be ready for it …. You Dram-atic bag holders …!
INTC update – another rough session, still searching for a floor
Evening all – late night check-in on Intel. Hope you're hanging in there. Today was ugly. INTC closed at $86.30, down nearly 6%. Touched $83.10 at the low before a weak bounce into the close. Volume was heavy – 78M shares changed hands, so sellers were definitely in control. Overnight …
$BE position update, the power demand thesis is finally getting priced in
https://preview.redd.it/fwhnt3amy2gh1.png?width=988&format=png&auto=webp&s=accfa784fda86657b0151d3fcf10bbd797dce2ce Been sitting in $BE for a while now, and the data center power story is starting to do the heavy lifting. Bloom Energy's fuel cell angle on AI infrastructure demand isn't new intel at this point, but the market is catching up slower than the fundamentals suggest. The bear …
Late to $LVWR but not complaining, honestly
Missed the earlier entry on LiveWire Group, got in later than planned. Still went for it. Been tracking $LVWR for a while, kept hesitating on timing. Eventually just pulled the trigger anyway. The moo.moo feed had some chatter on this name and that kinda nudged the decision. Ngl the "better …