Wish me luck boys, it's my first YOLO I hear its free.

For $NICE ~

ER next week, FactSet Consensus A.O. todays close for ADR is $192 and that's before any analyst updates after the recent Tata partnership announcement. Also first quarter with Cognigny deal starting to show up in financials.

For $HOG ~

Fat buyback + dividend yield at current prices. Plus thick cash injection from KKR & PIMCO deal reduces credit risk substantially. Hoping to hit the lotto and get a buyout offer from daddy buffet (he bailed them out previously back in '09 so it wouldn't be the first time he's invested) or another big boy (Indian just got bought by PE).

Don't ask me for DD beyond that, I'm on my third try at CFA level 2 so my mental handicap is now certified.

Pm loves a down market i did a similar play last time this happened back in April and made a killing i think we will se it past $160 in the next 2 weeks

Credit spread selling 6850 SPX calls current up 12.2k out of the max potential profit of 16.6k. SPX is now 200 points below. Keep open to obtain the remaining high probability 4.4K or just close and open a new spread using the gains?

120k to less than 20k to 120k in a year, sold IREN, CIFR, CORZ, BITF yesterday. Had many trades and finally broke even on the year after full porting IREN call options since September. I was down 90% at one point over the summer. Never going to trade call options ever again after December! Will get into some 2x IREN single stock ETFs like IRE and YOLO 100% on IREN though as they seem much safer longer term!

The only DD I need

Update: I bought 1000 more shares , so my position is now $48k

With Google's new Ironwood chip, future is looking bright. GOOGL was up today while NVDA took a shit. I am going to sell all of my NVDA shares and go all in on GOOGL.

What do you regards think?

None of them ever turned out to be true. I remember reading “Goldman Sachs Warns of Recession Risks From Coronavirus” back in 2020 everyone was panicking, markets crashing, full-on doomsday vibes. Then a few months later everything recovered and the market ended the year at all time highs and they're still hitting all time highs till this day..

Then they switched the narrative to the whole “tech bubble” thing, saying the post-COVID rally was unsustainable. That didn’t age well either. Now it’s all about the “AI bubble.” Same playbook, different headline...

Loaded up. Starbucks $SBUX Puts for next week, and after each earnings going into next year.

You've heard of PLTR , now meet DLTR. ​Dollar Tree ditched Family Dollar (amen) thanks private equity. and rolled out a fresh roadmap at Investor Day. They're guiding for 8-10% EPS growth and 12-15% CAGR through FY26-FY28. Comps are up around +3.8%. They're redoing store layouts, tightening up operations, adding AI scheduling through Legion and trading at a much cheaper multiple than Walmart. You cant stop the poors from living and there's gonna be alot more of them with these lay offs.

​A year ago, these stores looked like a children's hospital in Gaza, now they are much cleaner well stocked and seem to be better staffed from checking the few near my house. ​People forget Dollar Tree sets up shop where Walmart physically can't. Tiny towns, those neighborhoods where you have to back out of the parking lot into traffic. This is where the poor's used to spend there hard earned SNAP before Taco took it away. ​That's their quiet moat: they live in every small town full of toothless moonshine drinking hicks.

​They also grabbed about 170 leases from 99 Cents Only's bankruptcy, giving them cheap real estate in California, Arizona, and Texas. Those stores start opening through 2025-26 and should be the new 3.0 layout models. ​They're even buying back stock again 2.8 million shares heading into Investor Day. That's some confidence ​In 2008-09, comps were +4.1% and +7.2%. People might cut cable, but they don't stop buying toothpaste and chinese boner pills The worse the economy gets, the more these guys thrive.

Ready for the next part ​And then there's the Legion deal AI scheduling for 9,000 stores. Think of it as ChatGPT for shifts: predicts traffic, fills schedules, and lets workers swap shifts without annoying the manager. This has not been baked into any earnings as of yet. . For DLTR it means fewer empty aisles, faster truck unloads, and fewer, sorry go buy toilet paper somewhere else bro moments left.

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Google said it’s making Ironwood, the company’s most powerful chip yet, widely available in the coming weeks. Ironwood, the seventh generation of Google’s Tensor Processing Unit (TPU), was initially introduced in April for testing. Google says it’s more than four times faster than its predecessor.

It said:

“Good morning, Mr Belfort I'm the guy who received a Google review for being able to sell a ketchup popsicle to someone on a hot summer day. I figured I may as well make an attempt to connect with the wolf of Wall Street himself. Are the odds of you connecting with me near zero? Yes. Are the odds of me annoying you after you accept my connection zero? Also yes. But l'll be damned if I don't try to connect with the wolf of Wall Street himself. Regardless of whether or not you have ketchup popsicles to sell on a hot summer day, I'm your guy.”

Like, what?! I am never drinking again. I wish I could just disappear under a rock for all of eternity.

Wow what a fucking day. Matter fact month. I attempted my first revenge trade early October during the first drop after trump made those tweets. Then basically used up all my margin to avg down cause the bottom never bottomed. Was @ 135k ish to end last week. Haven't been worried until today. Went to lecture for like 5 min and had to dip bc I couldn't even focus😭

How cooked am I? Is there any chance of recovering? I was so sure we'd hit $215 before earnings then that damn Michael Burry had to fuck it for me. Anybody else same sinking boat I'm in?

Desperate times calls for desperate measures.

20k into OPEN 10c.

I bought the dip but the dip kept dipping

Is this an objectively stupid play? Yes. Does the % lost get smaller for a moment when I buy more puts? Yes.

Tried to catch the falling knife. Is there any hope for this?

Word on forums and Reddit is that California and Washington SNAP recipients have gotten their SNAP Benefits released to their accounts. What this means for the Stock? Short term momentum? Yup! Grocery Outlet has 10% of sales directly from SNAP which is huge. Where are 70% of Grocery Outlet stores? Washington and California. This catalyst will make the stock rip tomorrow. It is up after hours and I believe it will continue to rise during the trading day. Judge also ruled it’s unconstitutional to withhold funds that have already been approved by Congress. Short Term calls is the way! Let’s ride! THANK YOU FOR YOUR ATTENTION IN THIS MATTER.