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…
August 10, 2023

Carvana: CVNA

Carvana is one of those "meme" stocks we read about in the financial media. It was on death's door when someone suddenly decided to buy the stock, increasing the price.…

August 9, 2023

What’s Next

The stock market had a scary fall in 2022 as interest rates rose in response to the inflation ignited by helicopter drops of money funded by the printing press. A…

August 8, 2023

Expedia: EXPE

Expedia Group reported Q2 earnings last week, and the stock sold off on the news. This article is for paid members - please login or subscribe for access.

August 7, 2023

The Week Ahead | 8/07/2023

Welcome back to “The Week Ahead,” your trusted source for insights into the ever-evolving economic landscape. As we navigate the intricate web of financial forecasts and data releases, it’s crucial…

August 4, 2023

Mattel & Barbie Fever: MAT

The retro movie is having a great deal of success. This is a big deal for the entertainment industry as they have produced dud after dud. The endless failures are…

August 3, 2023

BAIDU Update: BIDU

In October 2021, we were very bullish on Bidu. The company was growing revenue and profits rapidly, and the stock was down sharply from a peak of $360 to $169.…

August 2, 2023

Close a few Trades

When we suggest trades, we have a defined time horizon. It coincides with the expiration dates of the options we use. However, sometimes the trades meet their objective and should…

August 1, 2023

Correction on SPY Comments

On May 29, we commented that one-year options on SPY might be underpriced. This article is for registered members - please login or click here to subscribe or register for free.

July 31, 2023

Moderna: MRNA

If there is any company that reaks of SARS-COVID-19, it is Moderna. This company claims that C-19 is preventable with its mRNA gene-altering technology. The other company to use this…

July 31, 2023

The Week Ahead | 7/31/2023

There’s a saying among hikers, that “the mountains are calling, and I must go.” I took a little heed to that call, taking a respite from the hustle and bustle,…

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