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Netflix Update | NFLX

Netflix reported earings on October 20. We thought the performance was just fine. The street thought otherwise. This article is for paid members - please login or subscribe for access. Username Password Remember Me     Forgot Password
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Super Micro Computer Inc | SMCI

Back on August 23, we suggested getting long Super Micro Computer Inc when the stock was trading at $37.24 a share. We suggested getting long by selling an October $35 strike put option for $3.09. This article is for paid…
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Hess Midstream LP | HESM

With the leading tech names looking a little wobbly and the AI trade becoming painful, we think it makes sense to continue to look for developing ideas. We have found one that offers high yield. This article is for paid…
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Uber Technologies | UBER

We have been watching UBER for some time because we like its business model, but we thought the revenue split between the parent company and its independent drivers was unfair and would need to be corrected for the company to…
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Memory Chip Stocks | DRAM

The AI trade is coming into question. The share price of all the hardware manufacturers is coming under pressure and trading down hard. We were looking for a pullback in October, but we thought it might have ended a few…
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General Mills | GIS

It is no secret that we have been looking for a selloff in October. We think it is too heavily weighted in the AI trade and that October would be a period of lower Tech/AI share prices. This would serve…
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October 17, 2026
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October 26, 2025
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Selling Cash Covered Puts a Form of Hybrid Security in a Hybrid Work Stock

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October 25, 2025
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Using Moving Averages to Aid in Strike Selection example Rocket Lab corp | RKLB

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October 25, 2025
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Would you buy Zillow on the 52 week lows or sell it at the 52 week highs? | Z

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October 24, 2025
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What’s Old is New Again – Meme Stock Option Volumes Pick Up

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October 22, 2025
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Cognizant Technology Solutions | CTSH

Today, we are going to talk about a company that we have never talked about on these pages, Cognizant Technology, ticker symbol CTSH. This article is for paid members -…

October 21, 2025
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Office Hours | Gold, Copper, FCX, SCCO, BRK/B

In this week's episode of Office Hours, Mike & Mark discuss commodities in general and gold in particular. This article is for registered members - please login or click here…

October 20, 2025
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Bristol Myers Squibb | BMY

Today, we would like to discuss an ignored and disliked company, Bristol-Myers Squibb. This article is for paid members - please login or subscribe for access.

October 18, 2025
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Gold | GLD

Some traders like to have a long-term position as an investment where they hope to ride a big wave. They may also have a speculative position around that core position…

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Technical Trading w/ Carter Braxton Worth

In today's post, Mike sat down with Carter Braxton Worth to talk about his philosophy of markets and trading and grabbed a few trading ideas along the way.

October 14, 2025
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Rio Tinto as a Debasement Trade | RIO

The "debasement trade" is alive and well. The financial media has been talking about it for a while now; it all hinges on investments that benefit from a decline in…

October 13, 2025
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Options Expiration

Standard monthly options will expire at the end of the week, and we have some trades coming due that are worth addressing. This article is for paid members - please…

October 12, 2025
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T. Rowe Price Associates | TROW

The market for risk assets, stocks, crypto, and junk bonds had a difficult time last week. Prices fell across the board. So what should one do if they want to…

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