Trade Updates

Leading up to Paypal’s late May analyst day we previewed the event itself and detailed a mildly bullish call calendar. Here was the original trade idea, from May 23rd: Buy the May25th/July 82.5 call calendar …

Yesterday I offered my thoughts on investor expectations into Apple’s (AAPL) World Wide Developers Conference (WWDC) that starts on Monday afternoon (read here & below). With the stock up $3 today trading at $190, I …

Yesterday we previewed Salesforce’s (CRM) Q1 earnings release and detailed a couple of ways to play for a move higher (depending on conviction) as well as a bearish/hedge put spread. The stock is higher today, …

Two days ago we previewed Paypal’s (PYPL) analyst day and detailed a mildly bullish call calendar for those looking to sell the expected move into the event itself to finance a more aggressively bullish view …

Back on March 22nd Micron (MU) reported their fiscal Q2 results and the stock sold off 8% the next day despite printing a modest beat and raise with an optimistic commentary. MU was trading just …

Yesterday I previewed Applied Materials FQ2 earnings results that were released last night highlighting the stock’s curious year to date relative underperformance to the Nasdaq Composite and the Semiconductor etf, the SMH. AMAT trades at …

About a week ago, after Spotify had fallen from its high near 170 to what seemed like support at the 150 level we detailed a defined risk bullish trade that looked for a small move …

Back in mid-March, we laid out the bullish case for shares of Target (TGT) following their Q1 earnings results and forward guidance: At the time when the stock was $71.25 we detailed a call diagonal …

In 2014 Microsoft made the CEO change from Ballmer to Nadella and the stock has never looked back. It passed its dotcom bubble highs in 2016 (around $60) and has enjoyed a breakout since that …