Anyone have thoughts on the Uber vote in NYC coming up possibly?

could you please elaborate on this? I am very interested , what are your opinions outlook?


i live and drive my own car in the 212 , so kinda interested in your opinion on this

I think it will be a giant cluster**** with a bunch of unintended consequences if it does pass. How that relates to trading, we might see continued momentum in TAXI, which is already up huge this year, but still down big since Uber adoption took off.

I think if it passes then MFIN(formerly TAXI) will be up heaps

Bought PYPL ahead of earnings, didn't work.

Yesterday bought back TWLO about 45 mins ahead of earnings. Working out nicely so far.

Got WK with earnings later.

QNST short is working today.

Sticking with the trend of buying calls in growth small caps with a track record of beating/raising and had two home runs today in TCMD and GAIA (bizarre company, but there is a niche market there). CRY was another smaller winner with ADUS being a dud. SODA trade from last week is now up 1500%. Bullish bets in SIEN and AYX, bearish on CWH is all I have left most likely for this week.

Bullish bets on small-cap med tech continue to pay off. Sold most for a ten bagger this AM

Long ATRS. $470 mil market cap, Medical instruments, consistent revenue growth, looks to be turning profitable soon. Uptrending chart.

Votes passed. MFIN up 10% after hours

WK crushed it, was up 20% or so before falling back a touch. TWLO continues to rise. AYX also great.

Yo guys I think retail earnings especially after they report will provide some good opportunities next week from the short side. Economy is strong and there has been a ton of short covering in this space, really shouldn't be a reason to miss or issue bad guidance and if they do they should be hammered.

HD after the bell Tuesday and while sentiment is almost universally positive the housing market is showing signs of exhaustion (inventory is finally on the rise for the first time in a few years which a lack thereof has obviously benefited home repair). From a technical standpoint if that's your sort of thing, it looks like it's breaking an ascending wedge & for such a dramatic outperformer its still been unable to reclaim its recent high at $207.

Given the lack of big events next week this will be a big deal as it leads into Macy's before the open Wednesday, Walmart before the open & Nordstrom after the close on Thursday. None of these are close to their recent highs and you could argue they all have make or break reports at these levels given their recent moves.

Yeah i'm not a fan of the HD play tbh. Both Zillow and Redfin reported earnings last week and for both the forward guidance was horrible. Don't really see how that doesn't affect HD aswell.

Oh misread the post. Yeah HD could be an okay short but might be priced in given Z & RDFN earnings. I wouldn't be too excited about it.

Any stocks that sold off after earnings you like?

My number one pick is SUPN, growing sales quickly and very good pipeline to boot
WTW - good growth, good moat

...RUN anyone?
casino stocks?

CUTR had 17% sales growth yoy but missed earnings pretty bad. Earnings the past few years have been all over the place so its nothing new. Sales growth since 2014 has been super constitent though. Great balance sheet. No longterm debt.

I think NVDA is setting up for the next leg up on this amazing multiyear run. It's been in consolidation for this entire calendar year, and I wouldn't be surprised to see it hit 300+ within the next couple weeks on a positive report. Seems like a no-brainer to be in the September calls

I like how it's in this tight consolidation despite some wild moves in opposite directions for AMD/INTC rest of the sector. Not sure there is an edge to be had though, it's still working though a parabolic rise and there is some risk to the downside if the numbers are anything less than outstanding. They are in all the right sectors but everyone knows that by now, need to keep showing insane growth given demand for chips could be overall topping short term.

NVDA has been spanking AMD for some time now and AMD #s were excellent for the most recent quarter, which should be a good read through to a good quarter from NVDA. There is definitely downside risk, but that's why we play the options not, the stock. I expect to be wrong here a good amount of the time, but the risk-reward in the September calls is there IMO. Guess we'll find out on Thursday!

HD seemed very heavy today even with the slight pullback in the broader market, housing weakness across the board. Decided against YOLOs and will look to see how it trades premarket tomorrow as was the original plan.

PETQ numbers are insane, bought a good chunk after hours and will be watching the action tomorrow to add more stock/calls

Working out better (in both HD & M) than I could've possibly hoped, great week so far .

Agreed, I bought the DSW September 25s today after the Macy's report

Pepsi buying them in a 3.2 bil deal $144 a share.
https://finance.yahoo.com/news/pepsi...065741609.html

Hah! I actually sold my last 1/3 of the contracts on Friday. Tough break but I still ended up making something like 1800% on the trade. I really think the premium should be higher than 144 and wouldn’t be surprised if someone else came in here and made a competing bid. I’m buying shares right now actually

Congrats dude, what an amazing fundemental & technical ride as a stock. Was basically left for dead in 2016, the big players all missed how big sparkling water would take over from soft drinks/juices etc. Now they have to pay 10x lol. FIZZ recent run made it clear there was a chance these guys got bought out and there ya go... Enjoy!

I've been long FIZZ for about 1.5 years now. Think it will be b/o as well. There's definitely a shift in consumer spending on healthier products and lifestyles. See WTW CLUB PLNT for just a few more names benefitting greatly from this. I bought NFLX weekly calls this morning on the first good news since the battering after the ER. Wouldn't be surprised to see a violent snapback here.