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What Did You Buy Today?
(10-15-2020, 01:23 PM)vbin Wrote: Anyone looking at FSLY?
I follow it, and a buddy of mine has made serious bank.  He took his original money off the table months ago.  The TikTok news was known a month ago.  I would tell you I am shocked but they have other issues.  When you trade at 50 price to sales there is no margin for cutting estimates.   I made money on FSLY options.  I am out until it settles down.

Literally while I was typing I just got popup messaged he is down $18K today on FSLY and ROKU.  I need to go console him now but I am going to remind him he made enough to buy a decent house and that money is off the table already.  Smile
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(10-15-2020, 01:55 PM)fenders53 Wrote:
(10-15-2020, 01:23 PM)vbin Wrote: Anyone looking at FSLY?
I follow it, and a buddy of mine has made serious bank.  He took his original money off the table months ago.  The TikTok news was known a month ago.  I would tell you I am shocked but they have other issues.  When you trade at 50 price to sales there is no margin for cutting estimates.   I made money on FSLY options.  I am out until it settles down.

Literally while I was typing I just got popup messaged he is down $18K today on FSLY and ROKU.  I need to go console him now but I am going to remind him he made enough to buy a decent house and that money is off the table already.  Smile
ROKU is down 2-3 %. Nothing to cry about but I wouldn't buy ROKU at this price either. I made some money on roku selling puts when it was trading $110-160 range, out of it now for good. It's scary at the moment for me. FSLY looks inticing today. Need to find more info. May be I should just stay away and buy T.
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(10-15-2020, 04:31 PM)vbin Wrote:
(10-15-2020, 01:55 PM)fenders53 Wrote:
(10-15-2020, 01:23 PM)vbin Wrote: Anyone looking at FSLY?
I follow it, and a buddy of mine has made serious bank.  He took his original money off the table months ago.  The TikTok news was known a month ago.  I would tell you I am shocked but they have other issues.  When you trade at 50 price to sales there is no margin for cutting estimates.   I made money on FSLY options.  I am out until it settles down.

Literally while I was typing I just got popup messaged he is down $18K today on FSLY and ROKU.  I need to go console him now but I am going to remind him he made enough to buy a decent house and that money is off the table already.  Smile
ROKU is down 2-3 %. Nothing to cry about but I wouldn't buy ROKU at this price either. I made some money on roku selling puts when it was trading $110-160 range, out of it now for good. It's scary at the moment for me. FSLY looks inticing today. Need to find more info. May be I should just stay away and buy T.
I would let FSLY settle out until you read the recent press releases.  They broke the #1 rule and trimmed revenue guidance whilst sporting an insane PS ratio that was around 50.  If it halves from here it would be fair valued.  No that won't happen if they make next earnings and don't trim growth guidance again.  Losing TikTok was a big deal but they can recover.  I made quick money and I'm not touching it again soon.
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I found some money under my couch so bought some MA LOL

It looks like it held the 50 niceley and should see new highs again

T headed to $24 soon.. Stop wasting your money on that one lol

My biggest gainer this year is PTON since I purchased in April. Up 102 points damn!!

What's the next high flyer.. My pick is SPWR... Yes renewal energy fender lol. I have been adding on dips under $15
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(10-16-2020, 11:16 AM)divmenow Wrote: I found some money under my couch so bought some MA LOL

It looks like it held the 50 niceley and should see new highs again

T headed to $24 soon.. Stop wasting your money on that one lol

My biggest gainer this year is PTON since I purchased in April. Up 102 points damn!!

What's the next high flyer.. My pick is SPWR... Yes renewal energy fender lol. I have been adding on dips under $15

I have been looking to buy some renewable energy names as well. I just have NEE and BEPC. 

SPWR looks very interesting and are actually making money. I'm going to go in small just because you mentioned it  Big Grin

MA, V, PYPL and SQ will continue to grow. Cant go wrong in that space

WGO... Anyone have or follow? I'm thinking of taking a position.
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(10-16-2020, 11:16 AM)divmenow Wrote: I found some money under my couch so bought some MA LOL

It looks like it held the 50 niceley and should see new highs again

T headed to $24 soon.. Stop wasting your money on that one lol

My biggest gainer this year is PTON since I purchased in April. Up 102 points damn!!

What's the next high flyer.. My pick is SPWR... Yes renewal energy fender lol. I have been adding on dips under $15
Stop saying that lol. I've walked the strike down on my puts like $1.50 without spending any money.  It's all good as long as it doesn't drop two bucks in a week.  It's threatening to do that.

Good job on PTON.  I figured you sold that some time back.  I don't follow it but I imagine the threat of a new Covid surge is working for you?   

Agree on renewable energy.  You can't even look at fundamentals. Just buy some and hope the Momo is good to you.  I won't make a huge bet like that but it's worth a shot.
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(10-16-2020, 11:35 AM)fenders53 Wrote:
(10-16-2020, 11:16 AM)divmenow Wrote: I found some money under my couch so bought some MA LOL

It looks like it held the 50 niceley and should see new highs again

T headed to $24 soon.. Stop wasting your money on that one lol

My biggest gainer this year is PTON since I purchased in April. Up 102 points damn!!

What's the next high flyer.. My pick is SPWR... Yes renewal energy fender lol. I have been adding on dips under $15
Stop saying that lol. I've walked the strike down on my puts like $1.50 without spending any money.  It's all good as long as it doesn't drop two bucks in a week.  It's threatening to do that.

Good job on PTON.  I figured you sold that some time back.  I don't follow it but I imagine the threat of a new Covid surge is working for you?   

Agree on renewable energy.  You can't even look at fundamentals. Just buy some and hope the Momo is good to you.  I won't make a huge bet like that but it's worth a shot.

Hey Fenders did you get any of that SPWR?? Check out what it’s doing today lol ?
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(Yesterday, 10:00 AM)divmenow Wrote:
(10-16-2020, 11:35 AM)fenders53 Wrote:
(10-16-2020, 11:16 AM)divmenow Wrote: I found some money under my couch so bought some MA LOL

It looks like it held the 50 niceley and should see new highs again

T headed to $24 soon.. Stop wasting your money on that one lol

My biggest gainer this year is PTON since I purchased in April. Up 102 points damn!!

What's the next high flyer.. My pick is SPWR... Yes renewal energy fender lol. I have been adding on dips under $15
Stop saying that lol. I've walked the strike down on my puts like $1.50 without spending any money.  It's all good as long as it doesn't drop two bucks in a week.  It's threatening to do that.

Good job on PTON.  I figured you sold that some time back.  I don't follow it but I imagine the threat of a new Covid surge is working for you?   

Agree on renewable energy.  You can't even look at fundamentals. Just buy some and hope the Momo is good to you.  I won't make a huge bet like that but it's worth a shot.

Hey Fenders did you get any of that SPWR?? Check out what it’s doing today lol ?
No, I am not chasing the hype as I am way late.   The sector is hot though so I don't blame you.  Just feeding my income stream any day I get a chance and making sure any potential volatile options expire prior to election day shenanigans.  I'll need some dry powder that week and I should have lot. 

Sold a TLT put and an LHX call on the opening spike. Sold a boring HRL put as well.  We'll see if a real stimulus happens and I'll go from there.
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Sold rtx put, xle call, expiring end of month.
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Used some pooled dividends to add to T and VZ.
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