will hold some for long term, but will be reducing if it gets to the top of the channel. in the short term p/e is 100 so it's not cheap. long term this is like a young Adyen or Stripe focused on developing countries, potentially has a very long run way. growing so fast yet already profitable.
Damn, Wal-Mart keeps stalling at that ~$126 test.. Costco puts again for next week? Probably very risky but looking at ~$410p, I'm waiting though to see if I can get huge discount, or might even wait till Tuesday and roll out. Like this run isn't based on anything except hope and holiday weekend. No way they keep going on this trend, obviously I'm waiting.... But this is very entertaining
COSTCO earnings are today..... calls/puts volume today is about even... so who knows where it's going after hours..
Completely blanked on earnings, can't believe I did that - I even had the damn list in front of me earlier this week, haha! Yeah, I'll probably sit out, it's been a toss up with how sentiment will go on these/AH news etc. I feel Puts could work out sooner than later... But definitely waiting. Normally it seems a little safer to play these on earnings but it's been crazy times
There's been a 180 at my healthcare startup. It's a unicorn with supposedly stable financials that went from hiring please to hiring freeze within the last week. People are getting let go, so be careful out there... https://layoffs.fyi/
SAIC Selected for $390 Million Task Order to Provide Systems Engineering and Integration Services To U.S. Space Force https://investors.saic.com/press-re...ion-Services-To-U.S.-Space-Force/default.aspx From 25 may, that's worth like 8% of its market cap. seeing contract wins in news feeds for all the defense contractors. best case scenario is everyone arms themselves to the teeth and no more wars.
I keep wondering if Tuesday will be a typical sell off, but with how everything is going I definitely have no clue, hahah. Thinking SQQQ calls, for 6/10... I have no idea though.
I think with the split coming it could work out either way, I just don't know, it's so wild. Like the writing is on the wall that things will trend down but then everything is suddenly fine.
Yup…it looks like they are going to tighten up on spending here in the near future so FCF will increase and investments over the past few years means EPS is going to shoot up dramatically by 2024. They should come out of any slow down/ recession in really good shape.
