STOCK MARKET: Let's talk stocks and investing

Sold $95 strike apr puts for $14.30, and nibbled on some shares.

 

Good point, Let's see if this continues. I think market makers have been pricing premiums on ootm calls higher after gme stuff.

 

it is 69 and change currently. and went down 4.20 today. based on those exact numbers it is a perfect time purchase!

 

It's a sign!

 

I've been selling puts and covered calls on PLTR since the "crash", but man, you are right, it's boring as hell.

 

since dropping to the recent bottom ~ 61.80, in the ensuring 4 trading days, APPS has risen to ~ 87,
but on declining volume, suggesting that the rise is attributable to short covering

thus, my comment

the chart looks ripe for either

• a Head n Shoulder formation, or
• triple top formation

both are bearish​

 

It feels like the flood gates are ready to open. I can see it going to 35-40 in the next few weeks.

Btw, what strike for the calls/puts?

 

What would you do if you were about to get 100k bonus?

 

24.5 puts - was actually assigned last week - lol. $31 calls. Really boring premiums, but I might be unreasonable because I'm doing the same on super high-IV MARA.

 

If you love APPS, then you'll love TBA spac merging with IronSource. They offer the same app preload business as APPS but they also have a video ad network, and they publish games. Downside is they're targeting an inflated $10B valuation but all of tech has a crazy valuation nowadays.

 

I got overly excited about the Coupang IPO. Dove in and bought a crap load at $62. I believe in it long term but feels bad man.

 

I was reading about the company a few weeks ago. What stood out to you??

 

Stop buying IPOs!
It's just not a good deal for retail in the short term. Wait till the hype is over and early investors sell.

 

Hedge fund manager Bill Ackman was an early investor in e-commerce start-up Coupang, often called the Amazon of South Korea.
Ackman said he’s donated his entire stake in Coupang, worth more than $1 billion, to charity.

 

AMC at 14 bucks, time to sell.

 

Up 15% today and almost 50% from last week. With uncertainty over rates, need to diversify/find more value stuff like this, preferably low fwd p/e due to future catalyst that hasn't been fully priced in yet.

 

Too many people pushing/buying value stocks. They have been murdered for ten straight years and now they are the place to be? No thanks. I think super expensive growth stock ABNB is gonna be the breakout star... and cloud in general.

 

i'm still heavily weighted growth, just diversifying as i have no idea how rates will play out.

i wouldn't buy "value" for the sake of it either, trying to pick individual value stocks with catalysts or inefficient pricing. There are different ways for price to go up, e.g., even with low revenue growth, improved operating leverage and cashflow can facilitate aggressive buybacks etc. Options can also be used for leverage if it's strong conviction, low beta stocks have cheap premiums, so buying "value" doesn't have to mean low gainz.

 

They are pumping it so they can sell it. 6 months from now "BUY THESE BEATEN UP GROWTH STOCKS"