spud1910 said:

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Ragoo said:

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I am still holding a weekly $150 put. I bet it gets there this week.

I bet their offering is no more than 2x IPO.

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Weekly $175 for me. Had to post to try to get us off this page number.

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When do they file the S-1? Will that have the range for the new shares? They are tradable 8/1, correct?

When are they announcing the offering?

Hoping some value is gone tomorrow might do a put as well on that 2x value!

AMD earnings ATC.

I use TDAmeritrade but some on here use RH and don't like some things about them so this might be an alternative.

Futures dropped after this tweet

EngrAg14 said:

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When are they announcing the offering?

Hoping some value is gone tomorrow might do a put as well on that 2x value!

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Looks like $234.90 based on 7/26 closing and will announce after market tomorrow from what I've seen. $234.90

That's gonna go over like a lead balloon!

Exactly!

$240 weeklies this morning?

foleyt said:

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Just got a notification that it's up pre-market 6.2% to $23.45

Why is dilution as a dividend a good thing?

I really wish he would shut the **** up about this *****..

He's just making sure rates get cut

SSNC just got majorly oversold for anyone interested in taking a look.

If TRNX holds above about .46, that'd be the bottom of a bullish declining wedge pattern, correct?

OA must be out of country. He's usually more active on here.

He has businesses in South America I believe. He's surrounded by senoritas and margaritas right now.

badharambe said:

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badharambe said:

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pennies:
new-SHMP - .0725 - (think longs are finally washed out)

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SHMP, APRN and BYND all with great mornings.

AMD back at my buys. wont be adding because of earnings this week.

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cheers on SHMP badharambe - I took your advice and picked up a small amount of it after your post. Great business idea too.
When are you looking to sell it? It looks to be taking off nicely.

So how we feeling on AMD earnings today?

I think they raise guidance, but miss or match EPS.
Ryzen 3s aren't included in this quarter.

Welp, I was wrong on BYND. I bailed on the outs this morning.

Thought about calls on a reversal decided against the gamble. Oops. Oh well.

Ragoo said:

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Welp, I was wrong on BYND. I bailed on the outs this morning.

Thought about calls on a reversal decided against the gamble. Oops. Oh well.

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I still think BYND ultimately revisits under $100. It left a nasty gap last month between 6/6-6/7. It's just a matter of when. They're currently trading at ~60x sales. For context, the largest meat producer in the world, Tyson, trades at 0.6x sales.

Any puts look enticing?

E said:

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Any puts look enticing?

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Not right now. Premiums are way too rich for my blood right now.

What I'm really waiting for is the first incident of a food bacteria illness from this stuff. Because it will happen.

I'm going long RRC for a few hundred shares. Nothing big or crazy.

IrishTxAggie said:

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What I'm really waiting for is the first incident of a food bacteria illness from this stuff. Because it will happen.

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If Beyond wasn't so overpriced and overvalued, I could see Tyson buying them out at some point.

That ship has sailed at least for the immediate future.

mrad85 said:

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IrishTxAggie said:

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What I'm really waiting for is the first incident of a food bacteria illness from this stuff. Because it will happen.

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If Beyond wasn't so overpriced and overvalued, I could see Tyson buying them out at some point.

That ship has sailed at least for the immediate future.

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Tyson had a minority share in them up until a couple weeks before the IPO. Tyson has all of their tech in-hand already and Tyson can outspend them to put them down if they so wish.

I think Tyson's blended product is a good intro for them to start putting pressure on the all-veg or lab grown stuff. Tyson can use byproduct to make their blended stuff, which can be a huge cost saver. I think there is a lot of "lets try this stuff out" going on right now and once that settles, it will hurt those companies. Most consumer reviews don't paint all that great of a picture and if you look at the nutritional values, a lot aren't any better than livestock protein.

looking at JD options a few weeks out down in this range

Curious to know OA's thoughts on IWM. Looks like it Is trying to break 160 again. 72,000 open interest on 165 8/16s

Rate cuts usually bode well for small caps compared to large caps as well

Lots of major reversals (finally) in the o&g sector. CHK, RIG, SWN, CPE, etc all reversing hard

BTE going up pretty hard right now, with earnings later this week I hope this is a jump start for them

ryanhnc10 said:

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Lots of major reversals (finally) in the o&g sector. CHK, RIG, SWN, CPE, etc all reversing hard

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I was about to post this too. RIG & WLL also waking up. Lower rates help them but I wonder if the EIA number due tomorrow leaked out.