BucketofBalls99 said:

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Anyone have an insight as to if the CPI/inflation data is supposed to be positive or negative?

I see SMCI is ripping early (+9.5%)

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Nevermind….pre-mkt is tanking!

Nothing matters with smci still until they meet the feb 25 deadlines for last year and q1 to avoid delisting, right? Could be an epic short opportunity (just dreaming because all my shares are getting called away friday...hopefully)

SPY $600 puts going to print

Inflation.5% vs .3% expected.


Tiiimbeeeerrrrrr

El Chupacabra said:

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Inflation.5% vs .3% expected.


Tiiimbeeeerrrrrr

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media is disseminating the talking points as I type, blaming Trump and his tariffs...

UPST is off and running. This can be a 5th wave within a larger a-wave. It could also be the middle of a breakout to the ultimate target $115-$120. Breaking back below the pre market low from here will be the first sign that consolidation from earnings has begun. Stick the plan.

ELTP earning coming up tomorrow. Should be all good news as they have introduced several generic drugs recently and are expanding manufacturing capacity. It has been hovering around .50 for a while and I anticipate a short term bump into at least the .60s to low .70s. Long term target is $1.
If you haven't looked into them they are kind of interesting. Started out as biotech trying to make their own drugs and weren't super successful. Insane dilution years ago to to stay alive, which obviously still haunts them (they have something like a billion shares). Long story short they pivoted to mainly generic drug manufacturing and have been increasingly profitable for a while now.

Big red to little green boner

And there it is, all week's gains given back.

It's been like this for a month.

SOXL does seem like it wants to climb back. Bought the dip since I sold some earlier this week.

just bought a couple cheap 2/14 GOOG calls....just trying to make lunch money

For the degenerate gambles. There's a chance NOVA has bottomed. If you like risking your money on something very very oversold that could continue being a falling knife, well, gamble away! What I love is the positive MACD divergence.

Don't want to jinx it but it certainly looks like there's enough BTMFD'ers to bring this thing to a sideways close.

I can't believe you have gone all morning without mentioning Heineken NV skyrocketing 14% on strong earnings!

Not sure who drinks this skunky beer, but I guess there's no accounting for taste.

At this point POWL is trading at a TTM p/e of 12.6 due to their $38 of net cash per share.

I bleed maroon said:

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I can't believe you have gone all morning without mentioning Heineken NV skyrocketing 14% on strong earnings!

Not sure who drinks this skunky beer, but I guess there's no accounting for taste.

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SMCI already back to its old ways.

Hey Heine, what are you seeing on your CLSK puts? It had a nice drop this morning, but now is chopping around like most other things.

I keep wondering if every one of these red days is big money leaving and the subsequent run ups are retail dip buying what's going to be a heavy bag. Anyone have insight on that?

Brian Earl Spilner said:

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SMCI already back to its old ways.

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El_duderino said:

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Long ways out, but Honeywell officially announced the spinoff likely happening 2nd half of 2026. Automation and then aerospace. Definitely has my attention and worth a bookmark

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one of my friends is a Director at Honeywell Aerospace and gave me the heads up on this earlier in the week.

could tank like GE Aerospace or be decent like UTC/Raytheon

I started a small position.

Bulls waking up

Eliminatus said:

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WestTexasAg said:

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I'm officially in the WWR boat with you guys.

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This was my induction just a couple of weeks ago.

Can't remember last time I literally laughed out loud from an internet meme.




JOIN US

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AgEng06 said:

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Hey Heine, what are you seeing on your CLSK puts? It had a nice drop this morning, but now is chopping around like most other things.

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Support is mid $9's. Breaking under $9.00 will likely see $8 again. Resistance is mid $12's. Through that, and anywhere between $13 and $16 could be next target.

Too much chop for me. I have my puts as I dont bail on options since my risk is assessed by my entry size. But I'm not adding any long exposure until it can prove itself more. This range looks very similar to the April - July range last year which resolved strongly to the downside.

flashplayer said:

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I keep wondering if every one of these red days is big money leaving and the subsequent run ups are retail dip buying what's going to be a heavy bag. Anyone have insight on that?

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Retail has added more long exposure since the January dip, majority in the MAG 7, than at any other time.

Thanks, I appreciate it.

And I agree on the options. I sized for hero or zero on this one.

If UPST can break this morning's high, it should see between $95 and $100 next.

this 2+ year bull run has been one of the most impressive things to witness...but today might be the MOST impressive...ripping back to green after that brutally hot CPI print?!?! my goodness, the bulls are just stampeding everything in their path...

Added my last tranche to TLT. Huge exposure now. Don't want to see below $86 again but stop will be the last low in the $84's. Either I'm right and rates should start falling dramatically soon with this paying off nicely, or I'm wrong and I'll take a small loss and start looking at scenarios where rates are going higher sooner, maybe even a scenario where they stay range bound between 4% and 5%.