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CRM should go to $250-275 soon. Earnings impact a little silly.

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Same. I Took a big hit this week on CRM

I’ve held AirBnB since the IPO and listened to the call. This thing is so finely tuned for the coming snapback of travel. They took a lot of cost out, the experiences platform was just getting started, the host community is basically its own economy that adapts to supply and demand, and they also bought Hotel Tonight last year so they’ll benefit from that, too. They also talked about trends they expect to stay (more 3-4 longer weekends close to home and work nomads doing longer stays). Their Q4 revenue was down 30% compared to a MAR or EXPD that was down 50-60%, shows resiliency.

That being said, the stock has been trading with the volatility between $180 and $220 recently. The lock up also ends next week, so I sold calls and bought puts bc I expect that to continue for a bit.

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I think my issue with Airbnb is that it’s valued more than Marriott Hilton and Hyatt combined.

But one trend that I do think they are going to have going for them is the long weekend travel. It looks at a minimum we will have a hybrid of office /WFH going forward. I agree with them saying stays of 3 to 4 days is going to continue as if you’re going to work from a new location a normal hotel room won’t work for someone.  if business travel does decrease post Covid. They are in great position to take lot of market from
The big chains 

ABNB is recently IPOed with a limited float AKA easy to move up or down. SNOW ran up to 430. Now it’s trading down at 260s.

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Screw DoorDash. Something fishy is going on there. How in the world has it not halved by now?

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Thoughts on JETS puts with the pop from the stim bill?

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ORMP is a no brainer right now

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Should’ve bought puts on Netflix

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lol are we just gambling addicts by another name

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Outside of personal experiences, what books or publications have taught you the most about options (trading)?

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Post Photo
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More appropriate yesterday but still made me lol.

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likefunny

After going full WBS I’ve returned to you all, where I’ve actually made money following your good ideas

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likefunnyuplifting

$MSFT is killing it lately 🙄

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anyone holding crsr calls before their earnings next week?

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9/9 Thread (General):

likehelpful

Three observations from my market analysis this week:
1) Still work to do in repairing damaged trends with only energy and financials up over the last month
2) Technology has issues with rates, valuations, and supply chains for chips, so this could be heavy on the indexes
3) Setup for the week is concerning with OPEX, lots of data releases, and almost no IVOL premium - lots of event risk and limited hedging in place

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How you like dem AAPLs?

likefunny

Puts on RCL?

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