Event: Ambarella Inc (AMBA), the supplier of chips to mobile cameras like GoPro (GPRO), reports their fiscal Q4 results today after the close. The options market is implying about an 8% one day move which …
Continue readingThere was a lot of excitement around the Nasdaq breaching the 5000 mark yesterday for the first time since March of 2000. Not that I’m not nostalgic, but aside from it being a nice round …
Continue readingHere is some generally directional, untied options activity that caught my eye during Monday’s trading: 1. QQQ – on a day that saw the Nasdaq Composite close above 5000 for the first time since March …
Continue readingNot all Solar companies are created equal, those like SunEdison (SUNE) who have, and FirstSolar (FSLR) and Sunpower (SPWR) who have recently announced plans for a Yieldcos* (read our discussion here and below) have dramatically outperformed those …
Continue readingEvent: Best Buy (BBY) reports Q4 results tomorrow morning before the open. The options market is implying about a 6% one day move which is shy of the 4 qtr average of about 4.7%. It …
Continue readingEvent: Palo Alto Networks (PANW) reports fiscal Q2 results after the close tonight, the options market is implying about a 7% one day move*, vs the 4 & 8 qtr average of about 6.5%. *The …
Continue readingIn case you missed it, Lumber Liquidators (LL) was featured in a VERY negative light on last night’s 60 Minutes program on CBS, with not only short sellers suggesting massive fraud by the company, but …
Continue readingHere is some generally directional, untied options activity that caught my eye during Friday’s trading: 1. GE – The largest trade on the day across single stock, etf and index options was a long dated bullish …
Continue readingHi Traders, I wanted to take the opportunity to detail some emphasis in our writing style that you may have noticed. Regular readers know that we put a lot of time, research and consideration on …
Continue readingOn Friday’s Options Action on CNBC I detailed a bearish trade idea in the Nasdaq 100 etf (QQQ). As part of the broader tech discussion I updated my prior near term bullish view in Microsoft (MSFT), a trade idea …
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