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

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…

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…

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…

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…

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…
October 21, 2024

Silver: SLV

In times of high consumer price inflation, one might expect people to flock to gold and silver as hedges. Traders bought the precious metal hand over fist for a few…

October 18, 2024

Intuit: INTU

Intuit is one of these value stocks that does not do very much daily but surprises people when they realize the share price is way higher than anyone would expect.…

October 16, 2024

Open Mike

In this week's episode of Open Mike, Mike discusses United Airlines, Chewy, Moderna, Affirm, Intuitive Surgical, Microsoft, Netflix, Fluor, and the dispersion index. This article is for registered members -…

October 16, 2024

Toyota Motor: TM

There are many incumbent auto manufacturers, but few areas are as focused as Toyota Motor Company. They are the largest car company by units manufactured, and their quality is second…

October 15, 2024

Ark Innovation: ARKK

ARKK Innovation is an actively managed ETF designed to give investors venture capital exposure to hypergrowth companies. This article is for paid members - please login or subscribe for access.

October 14, 2024

Options Expiration

Standard monthly options expire at the end of the week, and we have several trades to close. Five are winners, and two are losers. These trade suggestions as a basket…

October 11, 2024

Hut 8 Corp: HUT

One of the ways we have suggested playing bitcoin is to buy shares in Microstrategy (MSTR). The trade idea has worked well, as MSTR is right up there with NVIDIA…

October 10, 2024

Up down or nowhere at all.

Options traders like to say that there are strategies that can profit if a stock rises, falls, or goes nowhere at all. This article is for paid members - please…

October 9, 2024

Alphabet Inc.: GOOGL

The Federal Trade Commission is looking into Alphabet and its market behavior. They seem to think the company is abusing its dominant position in search. This article is for paid…

October 9, 2024

Howard Marks on Risk

Howard Marks is a very successful fund manager, founder and partner at OakTree Capital. They have close to $200 billion in assets under management. Being one of the great thinkers…

October 8, 2024

Amazon.Com: AMZN

Amazon.Com is the poster child for a super successful internet-turned-tech company. With an enterprise value of 1.9 trillion, the company has produced a lot of millionaires and a few billionaires…

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