Both ANGI (after ER miss) and CRM look appealing again to short at these prices.

I probably would not short CRM right now. I follow CRM and NOW and NOW just posted some solid number and it ups 8-10% after hours. I'd suspect CRM will bounce up tomorrow just on the positivity of NOW's earning call today.

Someone swept up (bought at ask) 20k July $40 calls today in addition to a ton of action all over the place in various strikes (not traders taking profits). Not sure how deep you want to go on this one, catalysts seem to be to the upside ESP with BABA breaking out today. Think about a put spread or calendar. Not saying that's the direction I'd go but there is a huge put under this if we assume there are multiple bidders to the core.

I agree that the catalysts are to the upside and have been long YHOO stock + calls for some time, but the one thing that could really cause the stock to tank in the short term is if Verizon decided to play hardball. The absence of a second really large player means that they have a lot of leverage and could decide to use it by "walking away" from negotiations in order to extract concessions. Given what a crowded trade this is at this point, something like that could result in a real ugly sell off.

lmao, doubling on my short....

Yes. These guys have been scamming for a long time

insert brag

Will it still have value on OTC, or are you expecting 100%? Not bad for five minutes work and two weeks holding.

Value, no. But shorts gotta cover, and longs are dumb so there will probably be a bid. My guess is 10c

Just crushed these earnings, really happy with all the red. Anyone else in?

SUNE I could not see how they could get out their situation and was wondering what I was missing. $20 to $.34. Solarcity might do same thing.

what are the odds that the XLP KO MCD CLX KMB etc. safety trade is unwinding here?

while both of their businesses involve solar panels, the two companies have virtually nothing else in common

I don't think AMZN is a viable threat to NFLX (if anything they are a complement as people who subscribe to NFLX might pick up an additional AMZN subscription but I don't see many choosing AMZN over NFLX, most will continue to have either both or just NFLX) and I don't think AMZN will become mainstream in this market. That doesn't mean I think NFLX is a buy, just I don't see AMZN's service as being a significant threat. If anything, subscribers to both will go up or both will go down in similar fashion. I've underestimated NFLX in the past and definitely not going to short them now that they seem to be running their company the correct way (as opposed to the obvious short with their Qwikster disaster).

Have you looked at their financials. I don't know what I am missing but 118 MM in gross profit and 457 MM in sales and marketing, 245 MM in general and administrative, and 92MM in interest seems a bit too much to overcome to me. Along with -789 MM in operating cash flow with 86 MM cashed in stock options.

Also, as a user of both services, I like Netflix way better. Their user interface is so much more user friendly and appealing. I find myself yelling at Prime about half the time I am looking for something to watch. I also like the variety of original content that Netflix has to offer.

I don't really have an opinion on the stocks, but from a user standpoint I like Netflix over Prime by a good margin.

I agree and have no opinion about either stock. I just thought it to be a ludicrous opinion that Amazon announcing a new (worse) pricing plan in addition to the current (better) pricing plan would some how crush Netflix because of it.

Can someone pleeeeeaaaase explain the run up on SKY?

I can't see it and don't get it?

AAPL puts for earnings seems like free $, anyone disagree?

agree, but a lot of the edge is gone,, 109-110 was the entry price

Disagree, it's pretty clear it's going sub $100 to me.

not saying i dont think it will, but the entry price at 110 was the spot, are you in yet? i might also buy puts before tuesday , but not fully sure yet .

why?

Strongly disagree that APPL puts are free $$$. I think they're positive expectation though. If you had this thesis, it would have made a lot more sense to get in at $110. There's been little new information since the Nikkei piece last week when it was $110.

Suppliers so far have warned that they have been cutting production of iPhones across the board which is why you saw them release that 5SE which is nothing new & won't even be a factor yet.

Technicals look perfect with a defined downtrend on the weekly chart, continuous lower highs since July & we just tested that upper range to start the month at $111-$112 and failed miserably while the market around it has kept going higher.