I picked up all three of these names about 15-20 minutes after the open.
I booked $CMCM August calls for 500%, and still have a load of August positions to close in the next couple days.
Looking to take a LT position in transports today. Deciding between $YRCW, $NSC, $WNC, or $NAV.
As for $TWLO, I had accumulated a position in Aug 45’s for $1.50, which I sold for $14.80 yesterday, but have both batches of the Aug 46’s. I also bought Aug 65’s at the close yesterday for $.80. $TWLO will likely trade through $70’s soon. $TWTR style.
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OA what you think of RHT?
We looked at that stock as well as $MTCH and $USG last night in After Hours. I like it. Easy to manage.
Is that where you got the idea?
Actually no, came across through finviz screener :p but good to know thank you.
Quickly have 60% gain in YRD stock in IRA…Instinct is to let it run, what do you think Jeff?
This one seems like its getting closer to a top. Be nimble.
Jeff still like gild ? You mentioned owning sept calls. Looks like an 80 pin for friday
Hate it. I passed on $KITE for that piece of shit.
Hi OA – what’s your target for ATHM this time around?
$32
https://youtu.be/_W-fIn2QZgg
$GBT melted up last Fri (after breaking above $19). Holding up reasonably well since. Great volume profile above, all the way to low $30s.
BIDU here looks pretty good for a weekly already in 175s
Bot SBUX Sept 60’s
Bot more AMAT Sep 32’s
USD/JPY seems to be driving the market moves right now
Really?
For today, I think it does – however stocks are still moving as they will – but intraday markets seems to be tracking moves in the Yen to my novice eye
Starting to warm up to $URBN for earnings tonight.
OA – is this enough of a dip to not be chasing $JNPR in your eyes? It looks okay to me here, but I think I’m wearing my FOMO glasses.
Good spots for those looking to start a position in FIT & GPRO
OA – you like the Emerging Markets here?
Does that look similar to a chart of anything I trade?
EEM looks like its breaking out in general.
Sure, but in the years I’ve been here, have I ever once chased a story or move like this?
understood. there’s definitely better individual names out there. Was just curious your thoughts on this sector.
Good point on “chased a story.” There definitely feels like media has been pumping up the story of the emerging markets recovery much more than other indices. Could be a contrarian sign
I said I was bullish on EEM like way back in March. So when you ask me stuff like this, and I say “yes” because I am sticking to a theme from months ago, you take that as an endorsement at that price, and you’ll come in the comments daily to talk about EEM when its down. I’ve watched you to this for years. Especially with fucking oil. So as of this conversation, stop asking me shit like that months after a move has been underway.
10% never get the message.
Well done OA
You sound Cramer-esque with a $70 price on $TWLO. I like $TWLO. It has been my best winner so far this year. Sold almost half of it and now playing with the house’s money. $24.75 basis. Will hold until it gets acquired someday.
you ever look at $BZUN? Partly owned by $BABA – had a decent move and pulling back today.
I’m riding YRCW back to $400,000 a share!
If it makes it there by October expiry, I will throw a pretty good party for the entire planet.
Just jumped on the truck with you guys.
DSW – look at that pattern on the 5 year… earnings 30th.
ASML….rinse and rip?
Looks like it.
Sticking with the expensive food theme…anyone else like the look of WFM here?
OA thoughts on AKS. looking at some Sept. 6’s.
Steel was a great buy in January.
bears are dancing in the streets today. haha. funny
WTF???!!! I took what you are saying on EEM as not now. Not yes, at this price. Chillax.
And you were 50/50 at best with oil, so don’t blow your wad.
I’m never 50/50 on anything. If I’m 50/50 on something is because you ask me AFTER I have made a call dude, which is what I am trying to get you to fucking stop.
If you’d learn a tiny bit about what I do, it would help you to figure shit out on your own.
OA
No offense to bchu, I think you are very kind to bchu 🙂
Jeff — playing NKD tonight?
Just missed my effing fill
Where are you getting this “everyone was shrugging off the ugly day?” Except for bchu who’s like bears are creaming their jeans or whatever… that close sucked dick.
Transports hung in there… oil was good but oil stocks real slow. Futures teasing with getting out of the channel….
Gap down tomorrow still?
Me? Just confused. Lot of different things coming at me today. Probably nothing, but I get nervous when there is a lack of nervousness.
Yeah I got nervous too…