Full disclosure, I'm not in the semi conductor industry, but I keep up a lot with it since I'm a computer enthusiast. I was kicking myself for not buying puts on Intel at the beginning of the month when their three month roadmap leaked and revealed the lack of a 7nm process until 2022 - AMD is releasing theirs in July. Sure enough Intel fell about 8% in a few days.

Intel has really squandered the tech lead over other semiconductors over there last few years. AMD is about to take the process lead for the first time in history, and the performance lead for the second time.

Thanks

If the community wants to start publicly following my tip that would be great. If so, I think the optimum entry time is before May 27th. That's when AMD delivers the keynote to Computex and reveals the Ryzen 3. https://www.google.com/amp/s/wccftech.com/amd-ceo-computex-2019-keynote-ryzen-3000-cpu-and-radeon-rx-navi-gpu/amp/

I think AMD will hit 26-26.25 over the next few sessions, then I'll tip my toe in those calls or the 7/19 30's.

Lots of red this am. ...China...

Friday nut cutting going into the weekend. JMO

Nice, hope my information makes us some $$$.

Model T 50% within a couple of points from close.

NVDA has opposing ratings fun this morning. Buy rating to hold ratings.

Bought NVDA on retest of lows. Bounced for a sell of 1/3 and cushion. Now see if it moves higher into open or holds. I can look at covered calls on some or all, depending on how much it pushes upward.

And then? We going lower? If so where? I'm in 95% cash

ETA: the SPX

Anyone still with June JD calls, are you still holding some for a larger breakout? I have a few of mine left, all pure profit at this point.

New 52 wk high on LPSN

DE downgraded to sell by JPM.

I heard yesterday that Whataburger has hired Morgan Stanley. Either major expansion across country, or going public.

I'll try to find more info
https://www.restaurantbusinessonline.com/financing/whataburger-looks-investor

They're going public.IMO

Hmmm, yum Brands shouldnjust buy them.

02skiag said:

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Anyone still with June JD calls, are you still holding some for a larger breakout? I have a few of mine left, all pure profit at this point.

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I'm hodor'ing

Ragoo said:

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Hmmm, yum Brands shouldnjust buy them.

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No. They would kill the brand and destroy the quality.

OSTK red/green reversal with the trick new low open. I like that chart even if the CEO is a loon.

Rice and Fries said:

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02skiag said:

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Anyone still with June JD calls, are you still holding some for a larger breakout? I have a few of mine left, all pure profit at this point.

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I'm hodor'ing

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Got a chuckle out of this. Thanks for the laugh on a Friday morning.

I'm also holding 50% of my original position, all pure profit.

The way I see it, we have ~33 days for it to come into the money. That means it needs to move an average of $0.17/day.

However, $30.88 is the ceiling and we've struggled to get past that so it's tough sledding.

Rice and Fries said:

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The way I see it, we have ~33 days for it to come into the money. That means it needs to move an average of $0.17/day.

However, $30.88 is the ceiling and we've struggled to get past that so it's tough sledding.

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Agreed. Need to see it push through $31.50 I think, then we're off to the races.

Yep. I just added more and lowered my basis at .09

Anyone looking at BABA? They also had solid earnings and they are down right now.

I'm looking at re-entering the 5/31 WLL $24 calls again sometime today.

Any target price?

.65-.75, I still think we have weakness into the close and will really focus on them in the last 30 mins of trading.

Roku en fuego

So I guess I should just get rid of these INTC Calls.

I would, just stay out of trading INTC for 31 days and you can write it off against your gains.

LPSN looking for breakout confirmation today

So as usual I'm on my phone, but would I be correct in saying that CRM has been in a Darvis Box since about 2/8?

CHK lottery tickets:
6/7 $2.5 order placed at $.14. Looking for a Memorial Day bump on travel reports.