Nike cans CEO, pops 10%+
Karp sells >$300M in shares, PLTR down <2% AH
Karp sells >$300M in shares, PLTR down <2% AH
I already have some October far out of the money VXX calls as it was potentially building to something before yesterday. Probably wont add anything here at this point. 0DTE volatility plays are such a small chance of success.I bleed maroon said:You gonna play the VIX? Tempting...Heineken-Ashi said:
Quad witch tomorrow.
It looks like he optioned the same amount he sold, and they were planned sales. I think this is likely covering tax bills and a nothing burger. Could be wrong.EliteZags said:
Nike cans CEO, pops 10%+
Karp sells >$300M in shares, PLTR down <2% AH
ProgN said:
FDX just **** the bed with their ER
giddings_ag_06 said:
Nike up 8% after naming a new CEO.
Probably selling my POWL here as we reach big resistance from the last time and will try to buy it back on another dipnancydeedavis said:
Are you saying POW! or POWL?
Number Monkey said:
That percentage of short interest in POWL keeps going down. Thinking Prog's prediction of the shorts having to buy is coming to fruition and driving massive volume lately. Put a stop in today at $189 and will adjust up if this keeps going. Love it!
Yes - my third ride on SLV call options in the past 18 months or so. Nearing my 100% gain point where I take 40% of the initial stake off the table.Happygilmore20 said:
SLV keeps on cruising up
mind blowing that anyone with a brain will be shorting companies that make electrical gear when leadtimes are pushing over 52 weeks plus. demand is so high it is crazy. With so many data centers coming that takes up so much capacity and if O&G gets going again, they should be busy for years.Number Monkey said:
That percentage of short interest in POWL keeps going down. Thinking Prog's prediction of the shorts having to buy is coming to fruition and driving massive volume lately. Put a stop in today at $189 and will adjust up if this keeps going. Love it!
AgShaun00 said:mind blowing that anyone with a brain will be shorting companies that make electrical gear when leadtimes are pushing over 52 weeks plus. demand is so high it is crazy. With so many data centers coming that takes up so much capacity and if O&G gets going again, they should be busy for years.Number Monkey said:
That percentage of short interest in POWL keeps going down. Thinking Prog's prediction of the shorts having to buy is coming to fruition and driving massive volume lately. Put a stop in today at $189 and will adjust up if this keeps going. Love it!
where are you getting 52 week quotes? 65-70 is typical these days.AgShaun00 said:mind blowing that anyone with a brain will be shorting companies that make electrical gear when leadtimes are pushing over 52 weeks plus. demand is so high it is crazy. With so many data centers coming that takes up so much capacity and if O&G gets going again, they should be busy for years.Number Monkey said:
That percentage of short interest in POWL keeps going down. Thinking Prog's prediction of the shorts having to buy is coming to fruition and driving massive volume lately. Put a stop in today at $189 and will adjust up if this keeps going. Love it!
If it prints $210, a new ATH, then it'll breakout. If that panics the shorts, then it'll shoot to $225+ quicklyCC09LawAg said:
Seeing way more POWL chatter on X. If SPY can hold on a few more days, should get interesting.
Depends on type of gear. Data centers you are probably right, but MSB are 40-52 weeks. Generators are back to less than 40 weeks on some type of units. We do mostly commercial so that is for our type of projects. A few mfg are adding more lines which is helping lead times. More of the HV/MV you are correct on the 65-70. HV xfmr for utility I think are pushing 90 weeks.Ragoo said:where are you getting 52 week quotes? 65-70 is typical these days.AgShaun00 said:mind blowing that anyone with a brain will be shorting companies that make electrical gear when leadtimes are pushing over 52 weeks plus. demand is so high it is crazy. With so many data centers coming that takes up so much capacity and if O&G gets going again, they should be busy for years.Number Monkey said:
That percentage of short interest in POWL keeps going down. Thinking Prog's prediction of the shorts having to buy is coming to fruition and driving massive volume lately. Put a stop in today at $189 and will adjust up if this keeps going. Love it!
if we have a president that bring mfg back, then it won't be a problem. Intel factory in Ohio could wipe out 50% of capacity for 2 years if ordered at the same time. Doesn't factor in at all what samsung is doing or data centers. I think 10 years out and this is still safe. I do meet with the executives of all the gear mfg and piecing it all together, I don't see how they are slowing down besides finding workers to get it done. hard industry to automate.SAag1113 said:
Eventually production is going to catch demand. Then everyone will have to keep filling those expanded factories. I hope it doesn't slow but could end in a bull whip effect
Strange indeed. I'm glad my protective Jan $200 puts executed this morning! Up over 10% on the day.Brian Earl Spilner said:
Strange AAPL selloff at the close. Went off a cliff.