Charismatic Megafauna said:

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Charismatic Megafauna said:

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Finally getting back to trading after a couple months off, had an incredible day today and did ok yesterday easing back in. Big volume came in at close to break/regain Mancini's 6063 major resistance. Don't know if it's related to Daly teasing a december rate cut or something else but if we can break and hold spy 606 tomorrow i think we see 611 by eow

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Another great day already. Es 6079-6085 channel keeps paying. I love trading the Trump market.
Vix climbing, would love a chance to buy mancinis 6066 level

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how are you playing this exactly?

Brewmaster said:

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The Semi Rotation Is ON $SMH $NVDA $SOXS $AVGO pic.twitter.com/dc12uS8I3g

— Scott Redler (@RedDogT3) December 4, 2024

good analysis as always by Redler. I've been paying attention to him more, I like his clean approach.

I bought SOXL today, NVDA is probably safer play. and SOXS puts had not occured to me!

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Bought the SOXL dip heavily.

SMH had the bounce off the 200ma the other day which doesn't happen often. The other two times it did that this year it made an average of 24% move up which puts the target around $290

Ragoo said:

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Charismatic Megafauna said:

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Charismatic Megafauna said:

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Finally getting back to trading after a couple months off, had an incredible day today and did ok yesterday easing back in. Big volume came in at close to break/regain Mancini's 6063 major resistance. Don't know if it's related to Daly teasing a december rate cut or something else but if we can break and hold spy 606 tomorrow i think we see 611 by eow

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Another great day already. Es 6079-6085 channel keeps paying. I love trading the Trump market.
Vix climbing, would love a chance to buy mancinis 6066 level

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how are you playing this exactly?

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Spx 6070 and 6075 puts, 6065 and 6070 calls, just gave a couple bucks back trying to go short at 6087.5, gonna sit tight and see if 6085.5 becomes support

Are you still/back to trading spx dailies? Iirc you were killing it on those a while back

If so, thanks!
Matter of fact, if any of you guys ever find yourselves in abq I'd love to buy you a beer

Charismatic Megafauna said:

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If so, thanks!
Matter of fact, if any of you guys ever find yourselves in abq I'd love to buy you a beer

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Hatch pepper infused!

Charismatic Megafauna said:

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Ragoo said:

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Charismatic Megafauna said:

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Charismatic Megafauna said:

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Finally getting back to trading after a couple months off, had an incredible day today and did ok yesterday easing back in. Big volume came in at close to break/regain Mancini's 6063 major resistance. Don't know if it's related to Daly teasing a december rate cut or something else but if we can break and hold spy 606 tomorrow i think we see 611 by eow

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Another great day already. Es 6079-6085 channel keeps paying. I love trading the Trump market.
Vix climbing, would love a chance to buy mancinis 6066 level

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how are you playing this exactly?

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Spx 6070 and 6075 puts, 6065 and 6070 calls, just gave a couple bucks back trying to go short at 6087.5, gonna sit tight and see if 6085.5 becomes support

Are you still/back to trading spx dailies? Iirc you were killing it on those a while back

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yeah I am trying to take small wins on calls or puts depending. Getting harder though. The intraday swings aren't as drastic.

Heineken-Ashi said:

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Charismatic Megafauna said:

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If so, thanks!
Matter of fact, if any of you guys ever find yourselves in abq I'd love to buy you a beer

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Hatch pepper infused!

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F that. These people and their green chiles...

Nice segment on coffee companies on CNBC just now. I was in BROS for a nice 60% return in a matter of weeks recently and took my money while its just kept running. Waiting for a pullback to buy back in. One analyst had them and Starbucks as their top picks.

giddings_ag_06 said:

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Nice segment on coffee companies on CNBC just now. I was in BROS for a nice 60% return in a matter of weeks recently and took my money while its just kept running. Waiting for a pullback to buy back in. One analyst had them and Starbucks as their top picks.

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I think Starbucks LEAPs would be a good play.

Brian Earl Spilner said:

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Brewmaster said:

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The Semi Rotation Is ON $SMH $NVDA $SOXS $AVGO pic.twitter.com/dc12uS8I3g

— Scott Redler (@RedDogT3) December 4, 2024

good analysis as always by Redler. I've been paying attention to him more, I like his clean approach.

I bought SOXL today, NVDA is probably safer play. and SOXS puts had not occured to me!

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Bought the SOXL dip heavily.

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I should have, but I was at max allocation for it and didn't buy...but did hold what I had.

Haha I'm running a spread trade short SBUX / long BROS. I'm skeptical of a ~20%/$20B market cap increase from hiring a new CEO and how much can Starbucks really grow here in the US. They will have to sacrifice profit margins to grow IMO.

Chef Elko said:

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Haha I'm running a spread trade short SBUX / long BROS. I'm skeptical of a ~20%/$20B market cap increase from hiring a new CEO and how much can Starbucks really grow here in the US. They will have to sacrifice profit margins to grow IMO.

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I'm just not gonna bet against Mr. Nichols in righting the ship. I think he's gonna be operationally way better for Starbucks. Especially as he proved to be good for Chipotle. But they will have other pressures like who wants to pay $7 for a dang cappachino?

My constraint with Dutch bros is their drinks have so much sugar in them. Not like Starbucks doesn't with there's. But idk. I just feel if I was to ask my wife, which she would prefer between the two - she'd say Starbucks and I think several others would do the same.

I see what you are saying about the sugar but not sure what % worries about that honestly….as I drove by the Dutch Bros stores and see the drive thru lines wrapped around the bldgs

BucketofBalls99 said:

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I see what you are saying about the sugar but not sure what % worries about that honestly….as I drove by the Dutch Bros stores and see the drive thru lines wrapped around the bldgs

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They are honestly going gangbusters here in college station. They are right outside the hositpal so we know med folks love for their caffeine crack. And then the others are near the university so likewise about students preferring quick hits.

Red Pear Luke (BCS) said:

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BucketofBalls99 said:

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I see what you are saying about the sugar but not sure what % worries about that honestly….as I drove by the Dutch Bros stores and see the drive thru lines wrapped around the bldgs

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They are honestly going gangbusters here in college station. They are right outside the hositpal so we know med folks love for their caffeine crack. And then the others are near the university so likewise about students preferring quick hits.

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Exactly! I'm more over on the Wellborn side and that one is always busy! I don't drink it myself, but am thinking about dipping my toe into it to make a few bucks

Brian Earl Spilner said:

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Brewmaster said:

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I bought SOXL today, NVDA is probably safer play. and SOXS puts had not occured to me!

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Bought the SOXL dip heavily.

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NVDU says, "hold my beer and watch this". I didn't know there was a leveraged NVDA, but it's a 2x bull.

Ragoo said:

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Went to a Bros one time. Asked for a regular coffee with Splenda and cream. The person at the window point blank said, "you more of a Starbucks kind of person?" Haven't been back since.

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Sugar is more addictive than cocaine, maybe a close 2nd to heroine! I gave up caffeine, but I'm sensitive to it. It also gave me a caffeine crash in the afternoon. Now instead, I have energy all day. I don't touch carbs til the night. If I eat breakfast, it's bacon. Beef for dinner with some fruit, tonight sweet potatoes and beef.

I did make homemade sourdough baguettes for Thanksgiving, not Paris good, but close enough! Honestly I crave those and raw milk more than anything with sugar.

for anyone interested, we buy milk from Kettler - out of Brenham. They deliver to B/CS on Thursday mornings (and to other cities I believe). https://www.facebook.com/kettlerdairy

sorry, huge tangent over!

ProgN said:

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Brian Earl Spilner said:

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ProgN said:

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CEO of $UNH murdered this morning in Manhattan otw to investor conference.

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What was he going to announce?

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He was CEO of one of their branches and it was a targeted attack. My guess would lean towards love triangle, custody battle, life insurance, divorce, etc.

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Video dropped and I don't agree Looks like a trained hitman. Had a silencer and then slipped away.

I have faith in him too, but seeing the company add $20B to their market cap on a CEO hiring in a mature company makes me question how much more value can be added on top of that. It seems like he's just axing items on the menu and slashing prices to move more volume at the cost of margins. Seems like a pretty straightforward strategy to me that doesn't need some kind of "rainmaker" to implement.

They will keep expectations/guidance low and I'm sure he has a super long runway. I'll probably be wrong but that's fine. I have to bet on my contrarian thoughts sometimes.

bmoochie said:

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ProgN said:

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Brian Earl Spilner said:

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ProgN said:

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CEO of $UNH murdered this morning in Manhattan otw to investor conference.

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What was he going to announce?

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He was CEO of one of their branches and it was a targeted attack. My guess would lean towards love triangle, custody battle, life insurance, divorce, etc.

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Video dropped and I don't agree Looks like a trained hitman. Had a silencer and then slipped away.

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Not to joke but that's something you'd expect to see on a Yellowstone episode.

bmoochie said:

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ProgN said:

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Brian Earl Spilner said:

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ProgN said:

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CEO of $UNH murdered this morning in Manhattan otw to investor conference.

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What was he going to announce?

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He was CEO of one of their branches and it was a targeted attack. My guess would lean towards love triangle, custody battle, life insurance, divorce, etc.

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Video dropped and I don't agree Looks like a trained hitman. Had a silencer and then slipped away.

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You don't think that she'd have the funds to pay for a professional hit?

why would you do it publicly going to a speaking event?

Can't find any news supporting ALB's 7% drop today. Anybody have any insight?

bmoochie said:

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why would you do it publicly going to a speaking event?

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Deflection because everyone would know he'd be going to the investor conference. It expands the number of potential suspects, like if they denied a claim and someone was pissed and wanted revenge. That was a professional hit and if it comes out that my hypothesis is correct, then she better have zero texts, searches on computer, phone records, etc. or she'll be f'ed.

Note: I'm addicted to ID Discovery and watch it all the time and not a psycho/sociopath.

SNOW making a comeback lately...looks like it wants to break out of it's post earnings wedge.

Glad I finally jumped into NVDA last week.

Only plan going forward is to DCA on any dips. No target or plan to sell.

This essentially took the place of AAPL as my only individual stock for a long-term hold in my brokerage account.

(Well, BRK.B too, but that's not really a stock.)