Growth stock ER week


is the rental market getting better?
$BABA got murdered today. Buy, hold, or sell?
@BC what do you think about SHOP puts?
5/28 Thread (General):
Anyone going in on VNET?
3/23 Thread (General):
Earnings season is here!

6/16 Thread (BC):
$DPZ 370c 3/27
crwd 4/17 $60 calls... you heard it here first
3/2 - (specific symbols)
Is anyone planning on trading water futures?
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Visual Storyteller
My Palantir position is so massive at this point I might hedge with a ton of weekly put options right before earnings. This stock is either gonna explode or crater with this earnings
Visual Storyteller
I’ve been loading ip at the bottom and my avg cost is $15 now which I’m excited about.
Going to be a bloodbath
Let’s see how Russia stuff goes but it does seem most of the beaten down growth are bouncing up on earnings. Granted hard to get excited for a 10% bounce when they are still 40% down from November
Crazy Nancy has shitloads of roblox calls. Not sure If I should go all in in it.
RBLX CALL SECURED
Too much uncertainty in the market with everything going on
If market holds I think DKNG can have a decent ER jump. States have been reporting big numbers for betting and just personal observation seems they have been advertising less this football season. Plus a few states should ideally be coming to profitability(though they may discuss that in details at investor day in March)
Shop is another one to watch. Last couple quarters on ER it gapped down PM and market open before making huge moves. Could be worth lotto on Wednesday after ER.
It did unfortunately. Anyone else feeling miserable how their portfolio is performing right now