Event: Alphabet (GOOGL) reports Q1 results tonight after the close. The options market is implying about a 5.5% one day move, or about $42 in either direction, which is cheap to the 4 qtr average …
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Over the weekend Barron’s made the case why Apple (AAPL) is worth $150, not the $109 it is currently trading at. You know the drill, it’s cheap, fortress balance sheet and “strong recurring revenue from …
Continue readingRemember back when the financial world was ending in early February and investors hastily sold shares of LinkedIn (LNKD) down 43% in a single day, more than 50% on the year, shedding more than $10 billion …
Continue readingEarlier I had some thoughts on Tesla’s unveiling of their mass market electric vehicle expected to ship in late 2017 ¯\_(ツ)_/¯ (see below). I wanted to follow up with a trade idea not too different then the …
Continue readingIn case you missed it last night, Tesla’s (TSLA) CEO Elon Musk unveiled their highly anticipated mass market electric vehicle. The Tesla Model 3 will start at $35,000 (before government subsidies) and will be available …
Continue readingI like to consider myself an early adopter when it comes to technology. Since the start of the mobile telecom and internet age 2o years ago I have quickly gravitated towards hardware, software and apps …
Continue readingEvent: Infrastructure Software vendor RedHat (RHT) reports their fiscal Q4 results after the close. The options market is implying about an 8% one day move which is very rich to the 4 qtr average of …
Continue readingEvent: Adobe Systems (ADBE) reports their fiscal Q1 results tonight after the close. The options market is implying about a 5.5% one day earnings move, which is rich to the 4 qtr avg one day …
Continue readingThe U.S. Federal Reserve threw a curveball at market participants yesterday, and if you’re like me you’re a bit confused. Heading into yesterday’s meeting, expectations were that the Fed would raise rates four times in …
Continue readingEvent: Shake Shack reports Q4 results after the close, the options market is implying about a 10% one day move in either direction. I would note that in the 4 quarters the company has reported …
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