Need someone to tell me how long we are riding POWL. Is this a long term play? Or waiting for a certain number to exit?

I bleed maroon said:

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Swollen Thumb said:

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59 South said:

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FYI, Options for $WWR have been added up to $8 for all time periods. You're welcome!

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Sorry to be the dumb guy here but can you explain this a little more and the significance?

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The market makers previously only listed options with strike prices up to $5. They have added strikes all the way to $8, now. More choices to risk your hard-earned money!

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Ha! Ok got it…thanks. I completely misunderstood when reading and over-complicated it thinking strikes and premium or something equaled (ie "added up to") to $8.

EnronAg said:

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uh oh, another tweet?!?

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Guessing just a sell off. Haven't seen any reason. Damn algos

Bessent is talking tough on China. Said a drop in equities won't deter policy.

That may have spooked some.

Double Oaked said:

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Bessent is talking tough on China. Said a drop in equities won't deter policy.

That may have spooked some.

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That was said and reported before the open today. So I don't think it is really having that much an impact seeing as all the indexes are up since.

he was speaking for a while. Also mentioned a possible price floor on certain products which sounds strange to me.

Double Oaked said:

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he was speaking for a while. Also mentioned a possible price floor on certain products which sounds strange to me.

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That's to make it profitable for companies like MP, WWR, etc. to get production ramped up. It guarantees them revenue and makes things more predictable for doing business. That's the angle.

zgolfz85 said:

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flashplayer said:

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flashplayer said:

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Still too early to tell but LMB (Limbach holdings) looks as if it may have found a bottom the past week or so and has a decent probability of rising from where it's at ($92) to about $105-110 or higher next month if it can break through and hold $95 by the end of October. From there it will probably bounce on Nov 3 earnings to either the aforementioned range or get slapped back down to $90....or if earnings brings really bad news $80-82 with the likely worst case scenario in the short term $75.

If you want to play it I would set the stop at $88 because past there and it's not a long ride down to $80-82.

Personally I would play it on shares and not options due to low volumes and wide bid ask.

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I am hoping this bit of news is a sign of things to come for Limbach along with all the industry relocating to the US. Fingers crossed. I doubled my position today.

https://www.linkedin.com/news/story/nyc-office-space-hottest-since-06-7121225/

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Glad I hopped on this ride with ya

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It was nice to see it bounce today, I was not expecting it to happen that quick. It's on low volume though so it doesn't give me the warm and fuzzies yet. Still sticking with my original plan. I wouldn't move the stop up yet if you set one.

flashplayer said:

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zgolfz85 said:

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flashplayer said:

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flashplayer said:

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Still too early to tell but LMB (Limbach holdings) looks as if it may have found a bottom the past week or so and has a decent probability of rising from where it's at ($92) to about $105-110 or higher next month if it can break through and hold $95 by the end of October. From there it will probably bounce on Nov 3 earnings to either the aforementioned range or get slapped back down to $90....or if earnings brings really bad news $80-82 with the likely worst case scenario in the short term $75.

If you want to play it I would set the stop at $88 because past there and it's not a long ride down to $80-82.

Personally I would play it on shares and not options due to low volumes and wide bid ask.

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I am hoping this bit of news is a sign of things to come for Limbach along with all the industry relocating to the US. Fingers crossed. I doubled my position today.

https://www.linkedin.com/news/story/nyc-office-space-hottest-since-06-7121225/

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Glad I hopped on this ride with ya

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It was nice to see it bounce today, I was not expecting it to happen that quick. It's on low volume though so it doesn't give me the warm and fuzzies yet. Still sticking with my original plan. I wouldn't move the stop up yet if you set one.

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Moved up to 94.5

Also made a quick 50% on that archer put

I bagan trading POWL in 2022 I think. What I own now I bought in late 2024. Will sell half at $350ish per share, so probably in 2026.

The other half I will sell at >$400 unless the data indicates an even longer run.

If it drops under $300 I will add some more.

Taking a position in WIT an Indian IT firm that has made some big acquisitions this year. Reporting earnings tomorrow. If they tank I'll tax harvest. Hoping for the opposite of course.

Who turned out the lights?!

Gaeilge said:

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Who turned out the lights?!

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A Barclay's report came out stating that Capex spending on AI is going to dramatically decelerate from it's current levels beginning in 2026.

Trump is scheduled to speak at 3EST. Tread carefully in the afternoon.

Regional banks getting hammered today. Wonder what's up with that

flashplayer said:

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It's just crazy to me that on one as volatile as WWR was yesterday that someone would exercise their call and not just sell it. Seems like a huge risk but admittedly I haven't thought through it that deeply. Maybe for tax implications I could kind of see a reason.

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I sold covered calls yesterday to lower my cost basis some more. It will have to drop more before I get too worried about it.

Sold the 2026 $5 calls.

TxAG#2011 said:

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Regional banks getting hammered today. Wonder what's up with that

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Looks like an opportunity for consolidation if youre a bigger bank looking to pick up some regional influence.

Talon2DSO said:

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TxAG#2011 said:

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Regional banks getting hammered today. Wonder what's up with that

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Looks like an opportunity for consolidation if youre a bigger bank looking to pick up some regional influence.

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First Horizon, PNC, and others reported rising deposit costs (and declining deposit levels) which impact profitability. Further, some of the banks reporting have increased reserves related to commercial real estate.

It's not unexpected and is the reason they've all been scrambling to find partners. Scale helps mitigate the deposit risks and other operating costs.

Ag CPA said:

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The volatility this week has been crazy, granted some of that is from Tweets but there is more going on below the surface.

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Powell flat out admitted that there is liquidity risk. Repo is almost fully drained. THAT is why they are considering ending the multi-year QT (which was a joke anyway, as it just ran off short-term holdings and didn't even touch 10-year).

When repo is low, liquidity is low and leaves very little in the tank for emergency support of any kind. It's one of the major pieces of the internal plumbing of the entire system. Risks are high in times like this.

The double - W pattern on the MU chart today.

I posted in the WWR thread, but thought I'd post here too. An insider exercised stock options filed yesterday to get 640k shares. Did not indicate selling but just getting shares. Would that tank the stock?

zgolfz85 said:

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flashplayer said:

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zgolfz85 said:

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flashplayer said:

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flashplayer said:

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Still too early to tell but LMB (Limbach holdings) looks as if it may have found a bottom the past week or so and has a decent probability of rising from where it's at ($92) to about $105-110 or higher next month if it can break through and hold $95 by the end of October. From there it will probably bounce on Nov 3 earnings to either the aforementioned range or get slapped back down to $90....or if earnings brings really bad news $80-82 with the likely worst case scenario in the short term $75.

If you want to play it I would set the stop at $88 because past there and it's not a long ride down to $80-82.

Personally I would play it on shares and not options due to low volumes and wide bid ask.

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I am hoping this bit of news is a sign of things to come for Limbach along with all the industry relocating to the US. Fingers crossed. I doubled my position today.

https://www.linkedin.com/news/story/nyc-office-space-hottest-since-06-7121225/

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Glad I hopped on this ride with ya

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It was nice to see it bounce today, I was not expecting it to happen that quick. It's on low volume though so it doesn't give me the warm and fuzzies yet. Still sticking with my original plan. I wouldn't move the stop up yet if you set one.

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Moved up to 94.5

Also made a quick 50% on that archer put

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I held out for 75% and exited when price crept back up to $13. I was expecting the immediate downside potential to be 12.75 so I got most of what I wanted.

ETA - I am still holding Nov 7 $14 puts though because I could see those still having room to run. Up 35% on those so far.

flashplayer said:

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I just bought some UEC (Uranium Energy Corp) puts for Oct 24, $15.50 and $16 strike. UEC jumped out of its channel this morning on not that impressive of volume (to me anyway, ~ 6 million first hour of trading and it has gone down 1.7% in that time and volume last few days has been around 20M a day). If it holds where its at and the rest of the day volume puts it close to 30M I may get my face ripped off because it could definitely keep firing into orbit. But I like the odds that it jumps back in the channel tomorrow or Friday and invalidates this move.

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Hopefully no one followed me on this because at this point you will be hoping that tomorrow it opens at or below 15.88 or reaches that level very quickly. I was fortunate to be outside doing work and checking my phone when I saw UEC pulling way ahead of today's macro move a little over 30 minutes ago and was able to get out at break even. I really was not sure what it would do at that point so did not post, but it spiked a few minutes later and is going on a nice run up. Hopefully no one got burned here.

It very well still could come down back in the channel but it doesn't look nearly as hopeful as it did this morning. If you already got hammered on these I would just ride them out and see what happens.

Gaeilge said:

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5Amp said:

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Gaeilge said:

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Someone bought $280k worth of HIMS 10/17 $55C at $2.75 before their news drop...Someone profited ~$800k on that. lol

Someone always knows...

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Also the ones in power, blue or red, that is why they spend 10s of millions of dollars to get a 6 figure per year job.

We fight for the crumps.

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This is why my trading strategy combines technical analysis and option flow. If you see a stock coming to a technical level and you see millions going to the options, it can do wonders for your account.

I've had Cheddar Flow service for over 7yrs now and one of the best trading tools you can invest in IMO.

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I will check it out as I continue to be either a day late or a day early.

Stocks that are annoying AF:
TSSI
BRKB
MSTR

South Platte said:

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Stocks that are annoying AF:
TSSI - but worth it
BRKB - and not worth it
MSTR - also not worth it
BULL - better eventually be worth it

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FIFY

Gaeilge said:

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It's an options tracker.

You can't solely rely on where the big money is going in options. But if you can have the patience for the technical levels to confirm, and you know there is a crapload of money in the options behind it, it tends to go in your favor 80%+ of the time.

Just have to respect stops and take profit along the way. Don't hold on for a grand slam when you've got a two-run homer in your pocket.

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I think I'd heard of it, but been a while. I've only used the free stuff on barchart to this point and was thinking of going premium. I just have so little time to devote to trading a lot of the time...been more lately, but it comes in waves with work travel, etc.