This is a low content thread

fyp

Brian knows all about LC so better take his word for it. Maybe you guys want to share what you've been trading to help get us on track to something not as cringey?

What, yall don't want some AMD calls that are currently.... down 90%?

I still just trade vix products. Don't have much to say about it that hasn't already been said.

Got no opinion worth sharing about individual stocks, so have nothing to say about that either. The only difference between me and other is that I am aware of the fact that I have no opinion worth sharing.

I just bought a few $28 calls @ 1.70 for ****s and gigs.

Looks like it’s currently at the bottom of a nice channel. Could be a retracement/continuation scenario.

FB is officially in desperation mode. Aside from all of the external issues, what happens when companies aren't spending as much on FB ads, and advertisers are simultaneously showing fewer of their ads? They know that advertiser sentiment is shifting against them, and now at maturity they will no longer be seen by companies as the ROI machine they once were as prices go up and returns flatten out. Eventually smaller companies will not be able to justify their spending on FB/IG, and guess what happens when the street starts reporting this inevitability a few q's from now... The knuckleheads want to know where SNAP's growth is coming from. Well, where is FB growth coming from, fb coins?

FB $120 '21

Hit piece on SNAP by emarketer and clickbaited around to the usual cesspools "Snap stock may be 125% overvalued and due for a crash". LOL. It's all old talking points and stats from about 18 months ago, and practically no context given where today's outlook is. It reads like it came directly from FB. Hmm.. Axel Springer is like the FB PR department and their CEO just did an interview with Zuck a few days ago. What a joke

you should really start a dedicated thread for SNAP and post all your ramblings in there. Maybe call it "FB is Dead, Long Live SNAP". More dedicated stock threads would be good for the forum imo.

This thread doesn't need daily updates on articles you read.

BBBY beat earnings, jumped 2 dollars, then dropped 4. For some reason Reddit was shorting it to the gills. Needless to say, the chaos has been very entertaining

Anyone playing LYFT? I'm surprised there's no discussion with how good the trading has been

We discussed it in the IPO thread some days ago and the consensus was it was a screaming short. It is indeed such. Not much more to say. Hope you made a packet

I'm in it (lyft short). Looking to get out at around 50 but may reevaluate. It's a gamble obv

There are numerous FB $200 predictions in the wild. Expect $150's when they miss in a few weeks.

Find one person (but yourself) who thinks you know what you are talking about and we will continue this discussion. Literally every time you are in here you mark a short term top but please go on a rant because the 10y is at 2.6 and 30y at 3.0. So because yields aren't going straight down now that validates your position?

I'd like to hear more about that BA short

I never said negative rates are coming (and I don't think ASAP did either).

We're not back to where we started. When the 10 year was at 2.75, you said it's to 5 within 18 months.

I understand that it's not near the entire story but - of the people I know who were using snapchat 2-3 years ago, about half no longer use it, and the half that still does uses it about half as much as they did. They keep reporting DAU declines, but as you're pointing out they are making more money off the users they do have... it just seems like a risky long with the continue DAU decline YoY.

This is going to be the first earnings for both Apple and FB where they report with their new metrics for users/usage right?

Getting very long healthcare into the Mueller report release tomorrow

Any one playing FB earnings? I got out at $176 - but thinking of selling a cash secured put for earnings. Not sure

Shuffle, what would you say to this proposition:

Although designed in a somewhat unusual and possibly unairworthy way if this was the 1960s, the unusual lift issues are entirely manageable and worth the major fuel savings. Today, plenty of modern aircraft are not airworthy without the computer systems that carefully control them yet become completely airworthy when properly software managed.

The only meaningful problems with the 737 Max are in the software, namely:
- It relies on a single sensor, a catastrophic and unforgivable design flaw
- Pilots were inadequately trained on the unusual issues it can create when it fails.

Pilots and airlines all stand behind the 737 Max and have known its issues since the beginning. Their very lives are on the line so its reasonable to assume that if the pilots' associations are fine with the 737 Max, then that's a good-enough take that they're safe.

i've heard that logic parroted re: the 737 max, but it seems to run counter to the description of the ethiopian airways crash, where protocol was followed and the plane was still doomed

You sure protocol was followed on Ethiopian? The account I read was panic and a series of mistakes because they didn't understand what was happening.

The fact that US pilot organizations back the Max 100% makes me think it's extremely unlikely there's a meaningful flaw for a properly trained pilot. Assuming the single-sensor reliance is fixed of course. A plane that will repeatedly dive hard when a single sensor fails is obviously broken.

https://leehamnews.com/2019/04/03/et...-to-stop-mcas/

tl;dr manual trim is really hard when velocity and air pressure are that high, and the protocol says to point the nose down for a little bit. problem was, they were 1,000 ft above ground so that was impossible.

only option left is re-enabling electric trim, which also turns on the faulty MCAS again, thus you're ****ed

combine this with the NYT factory story and idk why anyone would ever fly on a Boeing. these people care more about money than human lives and will continue skirting their responsibilities in the name of profits until a plane goes down in america and they finally get waxed in front of congress.