TxAG#2011 said:

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MU looks like it's ready to start ripping again. I bought 2028 $1k strikes earlier this week.

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Waiting for the sell off

Semis? Or market in general?

Market in general. May not happen. Might be wishful thinking at this point.

Just glad I held strong on ORCL yesterday. Came very close to cutting losses.

Approaching my first target at 173.

Same but I've got a higher target. I didn't avg down and I'm in for ~175per

I tripled down on Wednesday so I have a pretty good chunk in.

Looking like it might be hitting its head already so I went ahead and trimmed here at 172.

Man WING is turning into total dogsh**.

I'm weighing on whether I should go ahead and add stop losses here. I do believe in it longer term but my trading strategy is way more short term than long term and it feels like this thing is just bogging me down every day.

Can someone explain to me like I am 5 years old how this market just had another great month in the midst of a "war" with Iran. I keep expecting somewhat of a correction but it just never happens.

Guess it's already priced in….unless it just blows up into a disaster

Jumping into QCOM. Looking like it's getting ready to bounce here.

remind me why we got so enthralled with a chicken wing company?

There she goes.

Diggity said:

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remind me why we got so enthralled with a chicken wing company?

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I'll be honest, I've been wondering this about this board for months. Just never brought it up.

Diggity said:

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remind me why we got so enthralled with a chicken wing company?

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wait, i was counting on YOU to remind ME.

wtf

Diggity said:

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remind me why we got so enthralled with a chicken wing company?

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It's one of Prog's favorite joints . . . but also he has great conviction over it as an investment opportunity. He saves Level 10 conviction for the select few and WING somehow entered the forum 57 portal.

Bought MU pre-mkt at $512. Now looking for my exit. This $532-533 area is being stubborn

Orlando Ayala Cant Read said:

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Man WING is turning into total dogsh**.

I'm weighing on whether I should go ahead and add stop losses here. I do believe in it longer term but my trading strategy is way more short term than long term and it feels like this thing is just bogging me down every day.

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Patience grasshopper. If it ends up forming a higher low here, chart could be promising.

I've been waiting on a QQQ dip for about a week now to buy some more.

Screw it, this thing is looking unstoppable.

BucketofBalls99 said:

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Bought MU pre-mkt at $512. Now looking for my exit. This $532-533 area is being stubborn

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Bought at 513 yesterday. Sold at 534.

Bought back in at 525 with a smaller position. Looking at 510 to add more.

59 South said:

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I hate to say it because most of the time when people say it they're just bag holding and pissed off BUT..... the price action in $BBBY on Tuesday after their earnings was criminal. Sounds like there is one fund that was responsible for the after hours pump and open dump. Low float tickers are easy targets, and they pretty much know they won't be held accountable.

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Do you have any low potential unknowns that could make a run over the next few weeks?

flashplayer said:

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Orlando Ayala Cant Read said:

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Man WING is turning into total dogsh**.

I'm weighing on whether I should go ahead and add stop losses here. I do believe in it longer term but my trading strategy is way more short term than long term and it feels like this thing is just bogging me down every day.

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Patience grasshopper. If it ends up forming a higher low here, chart could be promising.

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Appreciate it, ya gonna go ahead and hold for now.

Any thoughts on GRAB? Its hitting some lows and is generally considered a pretty healthy company (from what I can tell at least).

Brian Earl Spilner said:

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BucketofBalls99 said:

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Bought MU pre-mkt at $512. Now looking for my exit. This $532-533 area is being stubborn

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Bought at 513 yesterday. Sold at 534.

Bought back in at 525 with a smaller position. Looking at 510 to add more.

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Just wondering if we will have a sell off into close at some point later just given the good week or so we have had

5Amp said:

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59 South said:

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I hate to say it because most of the time when people say it they're just bag holding and pissed off BUT..... the price action in $BBBY on Tuesday after their earnings was criminal. Sounds like there is one fund that was responsible for the after hours pump and open dump. Low float tickers are easy targets, and they pretty much know they won't be held accountable.

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Do you have any low potential unknowns that could make a run over the next few weeks?

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Low potential is my specialty! Do you mean high risk high reward?

I work for a Fortune500 manufacturer and tariff refunds have become a daily discussion as we try to navigate what potentially happens.

I feel like there could be a strong earnings play here but trying to figure out a strategy. Some companies like Fedex have announced they will issue refunds to customers who used Fedex as their customs broker, but several other companies like Walmart and Target have stayed suspiciously quiet or made statements about how they "absorbed many tariff costs to shield consumers from price increases" which is at least partly BS.

So here is the question for some of you smarter than me with regards to financial reporting and taxes. If and when these companies receive tariff refunds will those millions/billions of dollars in refunds inflate their earnings/profits in the next quarterly earnings or do those dollars have to somehow be backdated to when they were incurred? How will they be reported?

All of this makes me wonder if it makes sense to buy stock in some of these companies with the most refunds owed? Or is there potential it is such a negative opinion of the consumer if they dont refund to the consumer the stocks are actually hurt?

Orlando Ayala Cant Read said:

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flashplayer said:

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Orlando Ayala Cant Read said:

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Man WING is turning into total dogsh**.

I'm weighing on whether I should go ahead and add stop losses here. I do believe in it longer term but my trading strategy is way more short term than long term and it feels like this thing is just bogging me down every day.

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Patience grasshopper. If it ends up forming a higher low here, chart could be promising.

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Appreciate it, ya gonna go ahead and hold for now.

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Fundamentals all still look nice for a good turnaround on 1-3 year hold. TTM EPS is $3.65, current year projections are $4.60 and next year is $5.73. Regular beats each quarter starting to happen, growth, and high margin franchise model. I'm in at $169 from back in March and may look to add more.

JT06 said:

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I work for a Fortune500 manufacturer and tariff refunds have become a daily discussion as we try to navigate what potentially happens.

I feel like there could be a strong earnings play here but trying to figure out a strategy. Some companies like Fedex have announced they will issue refunds to customers who used Fedex as their customs broker, but several other companies like Walmart and Target have stayed suspiciously quiet or made statements about how they "absorbed many tariff costs to shield consumers from price increases" which is at least partly BS.

So here is the question for some of you smarter than me with regards to financial reporting and taxes. If and when these companies receive tariff refunds will those millions/billions of dollars in refunds inflate their earnings/profits in the next quarterly earnings or do those dollars have to somehow be backdated to when they were incurred? How will they be reported?

All of this makes me wonder if it makes sense to buy stock in some of these companies with the most refunds owed? Or is there potential it is such a negative opinion of the consumer if they dont refund to the consumer the stocks are actually hurt?

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Public perception is one thing, but market valuations are often entirely separate. I can't predict consumer backlash or governmental reaction, but here's my long-term observations on price/value perception of the market:

One-timers of all types (of which tariff refunds are one) are often almost entirely discounted by the market, as they do not influence future streams of income (except to the extent they significantly reduce debt load or provide liquidity to a company in dire trouble). This is why write-offs of excess inventory or payment of severance to laid off employees are often viewed as non-events, valuation-wise.

I would not use tariff refunds as an investable event (with the exception of items similar the two instances I mention). I don't agree entirely with how the market views and treats one-timers (my corporate experience is littered with examples of "throwing in the kitchen sink" when there's an imminent write-down of an asset, a downsizing, or a changeover of CEO, as prime examples), but it is what it is, for the most part.

Picked up QCOM 200c Dec exp.

JT06 said:

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I work for a Fortune500 manufacturer and tariff refunds have become a daily discussion as we try to navigate what potentially happens.

I feel like there could be a strong earnings play here but trying to figure out a strategy. Some companies like Fedex have announced they will issue refunds to customers who used Fedex as their customs broker, but several other companies like Walmart and Target have stayed suspiciously quiet or made statements about how they "absorbed many tariff costs to shield consumers from price increases" which is at least partly BS.

So here is the question for some of you smarter than me with regards to financial reporting and taxes. If and when these companies receive tariff refunds will those millions/billions of dollars in refunds inflate their earnings/profits in the next quarterly earnings or do those dollars have to somehow be backdated to when they were incurred? How will they be reported?

All of this makes me wonder if it makes sense to buy stock in some of these companies with the most refunds owed? Or is there potential it is such a negative opinion of the consumer if they dont refund to the consumer the stocks are actually hurt?

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Been doing several of these for our clients.

Man do I wish I'd stayed in KORU. Up 100% in the last month.

MU woke up from its noon nap !

I would agree 99% of the time but I am not sure we have ever seen "one timers" of this potential magnitude. For example Walmart's 2025 Net Income was $19.4B and they are potentially owed ~$10B in tariff refunds. I have never seen a company have a one timer equal to >50% their annual income.

Outside of "lowering pricing" for a period of time which would be hard to facilitate and track, I just dont see how these companies can get refunds to consumers unless they have detailed records like Fedex does with their Custom's paperwork. How does Walmart get each of us our $1.32 owed for the toilet paper we bought or whatever right?

I am starting to wonder if some of these companies dont issue large(er) one time dividends to investors or stock buyback because I think it will be really bad PR to just toss that much money into the corporate coffers. I know we have had talks of at least share it with the shareholders if we cant get it back to the consumers.

yeah me too. Seems like chicken wing restaurant would be really hard to create any sort of nice competitive moat advantage. But the dudes on this board are often very on point so we might be missing something here.

Speaking stocks I never got the hype for, are people still in NKE?