Lots of put delta expiring tomorrow with August opex. That in addition to VIX dropping to where it has should be bullish.
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Last: 7 hrs ago by Heineken-Ashi
Feel free to read my previous posts on banks and rates. You can search my posting history. I've had a lot over the past months.LMCane said:Heineken-Ashi said:
Between now and next week we might be in "short the banking sector" territory.
Why?
rates falling should be bullish for the larger banks
even with the KBR taking it in the shorts over commercial loans defaulting
"H-A: In return for the flattery, can you reduce the size of your signature? It's the only part of your posts that don't add value. In its' place, just put "I'm an investing savant, and make no apologies for it", as oldarmy1 would do."
- I Bleed Maroon (distracted easily by signatures)
- I Bleed Maroon (distracted easily by signatures)
Bob Knights Paper Hands said:
I had an almost 6% total net worth gain today. Biggest percentage day in a long time. I may go buy a whole carton of eggs on the way home.
This is the healthiest my account has been in over a year. (Since I shot myself in the foot with the regional bank failure debacle.)
I got a sound strategy that works (for me), basically just cashing in bunts and base hits. Shout outs to SuperDad Prog for all these OnlyFans level T & A tickers.
Currently back to 90 percent cash, and only holding SMCI. Will buy more on a dip. Will also buy back into POWL if drops under 160 again. Schwwwwwing.
So is most of your net worth in SMCI??Bob Knights Paper Hands said:
I had an almost 6% total net worth gain today. Biggest percentage day in a long time. I may go buy a whole carton of eggs on the way home.
I'm not calling my shot, but if the macros cooperate and POWL prints $186+ it has the potential to trap the shorts and explode higher. That said, the shorts will go all in to try to keep that from happening. It's going to be a battle, that I am confident of.Quote:
Currently back to 90 percent cash, and only holding SMCI. Will buy more on a dip. Will also buy back into POWL if drops under 160 again. Schwwwwwing.
Get your popcorn ready.
I'm going to remain neither and just come to your house with a tub of popcorn and watch.ProgN said:I'm not calling my shot, but if the macros cooperate and POWL prints $186+ it has the potential to trap the shorts and explode higher. That said, the shorts will go all in to try to keep that from happening. It's going to be a battle, that I am confident of.Quote:
Currently back to 90 percent cash, and only holding SMCI. Will buy more on a dip. Will also buy back into POWL if drops under 160 again. Schwwwwwing.
Get your popcorn ready.
"H-A: In return for the flattery, can you reduce the size of your signature? It's the only part of your posts that don't add value. In its' place, just put "I'm an investing savant, and make no apologies for it", as oldarmy1 would do."
- I Bleed Maroon (distracted easily by signatures)
- I Bleed Maroon (distracted easily by signatures)
If the shorts get trapped and squeezed, I prefer the company of my sexy FWB. I know that you understand. Hot woman vs. buddy with popcorn. I'm going with option 1.Heineken-Ashi said:I'm going to remain neither and just come to your house with a tub of popcorn and watch.ProgN said:I'm not calling my shot, but if the macros cooperate and POWL prints $186+ it has the potential to trap the shorts and explode higher. That said, the shorts will go all in to try to keep that from happening. It's going to be a battle, that I am confident of.Quote:
Currently back to 90 percent cash, and only holding SMCI. Will buy more on a dip. Will also buy back into POWL if drops under 160 again. Schwwwwwing.
Get your popcorn ready.
CEO's 10b5-1 probably triggered again today. Hopefully he turns that off.ProgN said:I'm not calling my shot, but if the macros cooperate and POWL prints $186+ it has the potential to trap the shorts and explode higher. That said, the shorts will go all in to try to keep that from happening. It's going to be a battle, that I am confident of.Quote:
Currently back to 90 percent cash, and only holding SMCI. Will buy more on a dip. Will also buy back into POWL if drops under 160 again. Schwwwwwing.
Get your popcorn ready.
My average cost basis on NVDA is $125.70.
Should I keep holding on or take my small loss now and move on down the road?
Should I keep holding on or take my small loss now and move on down the road?
Out of AMD. 10% return in a week's time. Might look to re-engage for $150 if we can get a healthy pullback to just under $140.
"H-A: In return for the flattery, can you reduce the size of your signature? It's the only part of your posts that don't add value. In its' place, just put "I'm an investing savant, and make no apologies for it", as oldarmy1 would do."
- I Bleed Maroon (distracted easily by signatures)
- I Bleed Maroon (distracted easily by signatures)
AMAT earnings shortly
Not terribly upset I have 100 extra SOXQ shares than I planned to. Still plenty of room for this bounce to run, at least for semis.
AMAT beats across the board. Guidance in line
His sells are pre-programmed and only 2750 shares. He did the same last qtr, even the exact amount. It's a rounding error compared to amount of shares that he still owns.bigtoneag said:CEO's 10b5-1 probably triggered again today. Hopefully he turns that off.ProgN said:I'm not calling my shot, but if the macros cooperate and POWL prints $186+ it has the potential to trap the shorts and explode higher. That said, the shorts will go all in to try to keep that from happening. It's going to be a battle, that I am confident of.Quote:
Currently back to 90 percent cash, and only holding SMCI. Will buy more on a dip. Will also buy back into POWL if drops under 160 again. Schwwwwwing.
Get your popcorn ready.
And little to no reaction AH. Interesting.
Call is at 3:30.Number Monkey said:
And little to no reaction AH. Interesting.
"H-A: In return for the flattery, can you reduce the size of your signature? It's the only part of your posts that don't add value. In its' place, just put "I'm an investing savant, and make no apologies for it", as oldarmy1 would do."
- I Bleed Maroon (distracted easily by signatures)
- I Bleed Maroon (distracted easily by signatures)
What HA said. And I had to change my post. Guidance ended up being inline. I must've misheard initial report
Speaking of 1, I have no idea why Rule #1 has been blatantly ignored. Just because you put stocks into a sausage grinder and churn out the major runners doesn't give you a free pass.ProgN said:Heineken-Ashi said:ProgN said:
If the shorts get trapped and squeezed, I prefer the company of my sexy FWB. I know that you understand. Hot woman vs. buddy with popcorn. I'm going with option 1.
South Platte said:Speaking of 1, I have no idea why Rule #1 has been blatantly ignored. Just because you put stocks into a sausage grinder and churn out the major runners doesn't give you a free pass.ProgN said:Heineken-Ashi said:ProgN said:
If the shorts get trapped and squeezed, I prefer the company of my sexy FWB. I know that you understand. Hot woman vs. buddy with popcorn. I'm going with option 1.
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Man i scrolled to the bottom of my portfolio to find that elox has gone under, and my sberbank shares are showing 0 value also
"H-A: In return for the flattery, can you reduce the size of your signature? It's the only part of your posts that don't add value. In its' place, just put "I'm an investing savant, and make no apologies for it", as oldarmy1 would do."
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You old sailor, you!
Love you brother, but I'm gonna go with Melody.
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Sailor? I was thinking more like some sort of engine driven watercraft...
Me too...
I am convinced now you are definitely MFBarnes.LMCane said:Heineken-Ashi said:
Between now and next week we might be in "short the banking sector" territory.
Why?
rates falling should be bullish for the larger banks
even with the KBR taking it in the shorts over commercial loans defaulting
How can you think lower rates would be bullish for banks? Higher rates mean higher interest income both at the FED and on loans.
DELL probably hits its head tomorrow between where its at and $115. Can give up a lot of the gains but should hold above $100. I've got multiple targets between $127 and $135 and even one up to $143. But I've also got a lower targets between $76 and $85 for September through October. Just like with most tech stocks, this is still looking like a bounce that will sell at some point.
"H-A: In return for the flattery, can you reduce the size of your signature? It's the only part of your posts that don't add value. In its' place, just put "I'm an investing savant, and make no apologies for it", as oldarmy1 would do."
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I forgot that part of the scene! I will make amends by watching it this weekend
How could you forget that?
El_duderino said:
How could you forget that?
"H-A: In return for the flattery, can you reduce the size of your signature? It's the only part of your posts that don't add value. In its' place, just put "I'm an investing savant, and make no apologies for it", as oldarmy1 would do."
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Bob Knights Paper Hands
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Brian Earl Spilner said:So is most of your net worth in SMCI??Bob Knights Paper Hands said:
I had an almost 6% total net worth gain today. Biggest percentage day in a long time. I may go buy a whole carton of eggs on the way home.
Lol. No, I missed the SMCI boat so I'm cheering from the sidelines on that one.
Relatively new to trading, any thoughts on RKLB and ASTS?
I think the disparity between the two is really interesting, especially considering that RKLB had 100x the Q2 revenue.
Love to hear what y'all with more experience have to think about both
I think the disparity between the two is really interesting, especially considering that RKLB had 100x the Q2 revenue.
Love to hear what y'all with more experience have to think about both
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