STOCK MARKET: Let's talk stocks and investing

Right around where it is now. See where it is in a year or longer. I’m just starting a position. Definitely don’t plan on selling any time soon.

 

earnings on Thu.

btw, UNH down bad. I got out of my positions a few weeks ago once it started trending back down.

 

yea...UNH is also a long play for me. Healthcare stocks and volatility sucks in general. They took a dive in 2022 and haven't really recovered. But, my positions are tiny so. Overall...Amazon, Nvidia, Palantir, and Tesla are providing a nice green cushion. Without them, who knows where we'd be? lol.

On another note, SoFi is popping today nicely. It's funny cause I was just perusing stock videos yesterday and this one guy was "SOFI CRASH INCOMING!". hmm. lol

 

rode SOFI from 15 to 20. got out before earnings. oopsie.
need to get back in after it cools off ...famous last words for me...because i said the same about HOOD...PLTR...

 

Anyone want to add their take and dealio on IPO Figma? Can't buy until tomorrow.

 

Moar earnings tomm.

Meta, Hood, MSFT, CVNA, ARM

 

i like CDNS, who develops softwares for companies like NVDA / AMD to design chips,
it had an impressive earnings release last week; yesterday it gapped up, w a pop of > 30, 9%

it is way over-bought;
when it was trading ~363, i constructed a bearish CALL spread, using Sep expiration, 52 days away

• buy to open the $385 strike CALL contract
• sell to open the $355 strike CALL
• collected a premium of$14.2 for this 30-point credit spread
  • which defines my max risk of $15.8

on Sep expiration, should CDNS closed below 355, i get to keep all of the premium

i think that it will be close to closing the 335-350 gap

 

At least I'm starting to see some payoff from SMCI. It didn't take that long, either.

You want more green thingies than red thingies.

 

WOW, WOW, WOW.

after hour trading after impressive Earnings release,

• MSFT jumped 33, 6.6%
• META jumped 66, 9.6%

 

Good job, Microsoft! Up +$34 a share today in after hours after good earnings release.

 

Trumps economy is roaring. Bring dem stimmies at once. Tonight, we dine on retail

 

Trump 2.0 has been in office almost 6 months.

during the first 6 months in 2025, US GDP has been growning at an annual rate of 1.2%, reflecting a slowdown compared to the 2.8% growth rate experienced in 2024

https://www.nytimes.com/2025/07/30/...second-quarter-as-tariffs-scrambled-data.html​

 

I'm selling puts on Hims and APLD. Hims going crazy.

Holding back since the trump tariffs will start August 1st.