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I’m expecting a continuation tomorrow. If we can pass 17.50 then we sailing
Also a gap to be filled in 40’s (Leaps) | r/wallstreetbets | I’m expecting a continuation tomorrow. If we can pass 17.50 then we sailing
Also a gap to be filled in 40’s (Leaps) | r/wallstreetbets | 2024-20-05 |
Have another 150 of those calls in the old rothy | r/wallstreetbets | Have another 150 of those calls in the old rothy | r/wallstreetbets | 2024-20-05 |
Hello fellow WSB enjoyers, I interrupt your usual programming to write this about a hidden gem stonk from the Beaver State: Dutch Bros (BROS).
Dutch Bros is an Oregon-based company where they set up these [little huts ](https://en.wikipedia.org/wiki/Dutch_Bros._Coffee#/media/File:DB_GPDowntownstore.png)and sell both coffee and sugary drinks that Americans are addicted to. There is very little real estate needed, no bathroom, and you best believe the products have a high markup.
Despite expanding rapidly (literally opening 45 stores in like 14 states) Dutch Bros had positive income last quarter, and everything from same-store sales to revenue is way up YoY. This is impressive, as opening new stores in new places could potentially raise revenue while lowering same-store sales because of the legwork it takes to advertise a new brand, but they are managing to profit, increase same-store sales, and enter new markets all at once.
Reading the bear case I found a few points people are making against investing in Dutch Bros. Here's why they're all wrong.
Ability to continue expanding: Dutch Bros has plans to open 4000 more stores in the coming years, and they have 800+ open today. I think that this is not only reasonable but they could honestly open even more stores long term. I'm from Oregon, and not only does my little town of 10k have a Dutch Bros but where I currently live, Eugene Oregon, *has 12 stores in a city of 200k*. We have Starbucks (though one of them was just vandalized) as well as small coffee shops, but Dutch Bros still manages to operate 12 stores in a 200k city that mostly consists of broke college kids. I highly doubt they will be able to operate at the same stores per capita in most other areas, but even managing a fraction of this would allow them to open thousands more.
Branding: The article I read raised questions about the moat (or ability to prevent opponents from entering the industry) as well as their ability to raise the brand's profile. While I am a WSV regard and not an expert I think that Dutch Bros is in a position to easily create a strong brand. Not only is Dutch Bros seen as a cool young person brand, they already have a number of aesthetic designs that they sell on products. I couldn't find any on the official store website (wtf guys you're dropping the ball here), but my friend used to work at Dutch Bros and would come over with everything from coffee mugs to shirts (a quick google search will show you some). I am a soft drink fiend and so I haven't been to Dutch Bros in a while, but I'l pretty sure you can buy these in stores.
The Dutch Bros Logo is straight up good-looking, their drinks have lots of pretty colors, and their drive through is an efficient and cost effective model. Dutch Bros is already a brand with a cult-following in the PNW, and there's no reason this won't be the case across the country.
I'll end with two more bullish points:
The first is that people are boycotting Starbucks because for Palestine. To be blunt this probably isn't going to stop because it's unclear how Starbucks is really helping Israel in the first place. An article I found from the University of Texas said Starbucks revenues decreased 20k and the other coffee shop had a 25k increase because of this, and if this happens across the country Dutch Bros will get more business, not to mention the loyal customers they may get when the people who start going to Dutch Bros keep going there by force of habit.
The second is that Dutch Bros has a lot of markets it can expand into. [https://www.dutchbros.com/locations-](https://www.dutchbros.com/locations-) This won't load for me right now but when I looked at it a couple of days ago I saw that DB is still absent from a lot of huge markets. The fact that they can operate without these markets and are still making a profit and rapidly increasing their revenue means that as they start moving into LA and the NorthEast states they'll have room to grow. \\
TLDR: Dutch Bros could be for coffee what Nike is for sports apparel. They are expanding rapidly and making money while doing so.
This is not investment advice, invest at your own risk.
Positions: 125 shares though I sold a covered call before earnings. I'm planning to add to my position as time goes on. | r/wallstreetbets | Hello fellow WSB enjoyers, I interrupt your usual programming to write this about a hidden gem stonk from the Beaver State: Dutch Bros (BROS).
Dutch Bros is an Oregon-based company where they set up these [little huts ](https://en.wikipedia.org/wiki/Dutch_Bros._Coffee#/media/File:DB_GPDowntownstore.png)and sell both coffee and sugary drinks that Americans are addicted to. There is very little real estate needed, no bathroom, and you best believe the products have a high markup.
Despite expanding rapidly (literally opening 45 stores in like 14 states) Dutch Bros had positive income last quarter, and everything from same-store sales to revenue is way up YoY. This is impressive, as opening new stores in new places could potentially raise revenue while lowering same-store sales because of the legwork it takes to advertise a new brand, but they are managing to profit, increase same-store sales, and enter new markets all at once.
Reading the bear case I found a few points people are making against investing in Dutch Bros. Here's why they're all wrong.
Ability to continue expanding: Dutch Bros has plans to open 4000 more stores in the coming years, and they have 800+ open today. I think that this is not only reasonable but they could honestly open even more stores long term. I'm from Oregon, and not only does my little town of 10k have a Dutch Bros but where I currently live, Eugene Oregon, *has 12 stores in a city of 200k*. We have Starbucks (though one of them was just vandalized) as well as small coffee shops, but Dutch Bros still manages to operate 12 stores in a 200k city that mostly consists of broke college kids. I highly doubt they will be able to operate at the same stores per capita in most other areas, but even managing a fraction of this would allow them to open thousands more.
Branding: The article I read raised questions about the moat (or ability to prevent opponents from entering the industry) as well as their ability to raise the brand's profile. While I am a WSV regard and not an expert I think that Dutch Bros is in a position to easily create a strong brand. Not only is Dutch Bros seen as a cool young person brand, they already have a number of aesthetic designs that they sell on products. I couldn't find any on the official store website (wtf guys you're dropping the ball here), but my friend used to work at Dutch Bros and would come over with everything from coffee mugs to shirts (a quick google search will show you some). I am a soft drink fiend and so I haven't been to Dutch Bros in a while, but I'l pretty sure you can buy these in stores.
The Dutch Bros Logo is straight up good-looking, their drinks have lots of pretty colors, and their drive through is an efficient and cost effective model. Dutch Bros is already a brand with a cult-following in the PNW, and there's no reason this won't be the case across the country.
I'll end with two more bullish points:
The first is that people are boycotting Starbucks because for Palestine. To be blunt this probably isn't going to stop because it's unclear how Starbucks is really helping Israel in the first place. An article I found from the University of Texas said Starbucks revenues decreased 20k and the other coffee shop had a 25k increase because of this, and if this happens across the country Dutch Bros will get more business, not to mention the loyal customers they may get when the people who start going to Dutch Bros keep going there by force of habit.
The second is that Dutch Bros has a lot of markets it can expand into. [https://www.dutchbros.com/locations-](https://www.dutchbros.com/locations-) This won't load for me right now but when I looked at it a couple of days ago I saw that DB is still absent from a lot of huge markets. The fact that they can operate without these markets and are still making a profit and rapidly increasing their revenue means that as they start moving into LA and the NorthEast states they'll have room to grow. \\
TLDR: Dutch Bros could be for coffee what Nike is for sports apparel. They are expanding rapidly and making money while doing so.
This is not investment advice, invest at your own risk.
Positions: 125 shares though I sold a covered call before earnings. I'm planning to add to my position as time goes on. | r/wallstreetbets | 2024-20-05 |
r/wallstreetbets | r/wallstreetbets | 2024-20-05 |
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r/wallstreetbets | r/wallstreetbets | 2024-20-05 |
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I love how streaming platform are innovating their selves into cable tv. | r/wallstreetbets | I love how streaming platform are innovating their selves into cable tv. | r/wallstreetbets | 2024-21-05 |
I unsubscribed haven’t gone back which is all I can do. Though it’s been great to read headlines like that one and know that they get fuck all from me. | r/wallstreetbets | I unsubscribed haven’t gone back which is all I can do. Though it’s been great to read headlines like that one and know that they get fuck all from me. | r/wallstreetbets | 2024-21-05 |
Netflix just understands user engagement better, and because of this, they enjoy high retention.
Just to put into perspective, Netflix actually dominates the streaming market so enormously that Bob Iger (CEO of Disney) recently issued an apology that Disney+ was probably a mistake. Yes, it’s that bad. It has gotten to the point where big streaming services are getting nervous and making alliances.
Literally no one except Netflix is making money on streaming, and if they are, it’s within margin of break even. Meanwhile, Netflix is likely to enjoy a healthy $7 billion profit this year. | r/wallstreetbets | Netflix just understands user engagement better, and because of this, they enjoy high retention.
Just to put into perspective, Netflix actually dominates the streaming market so enormously that Bob Iger (CEO of Disney) recently issued an apology that Disney+ was probably a mistake. Yes, it’s that bad. It has gotten to the point where big streaming services are getting nervous and making alliances.
Literally no one except Netflix is making money on streaming, and if they are, it’s within margin of break even. Meanwhile, Netflix is likely to enjoy a healthy $7 billion profit this year. | r/wallstreetbets | 2024-21-05 |
Simp | r/wallstreetbets | Simp | r/wallstreetbets | 2024-21-05 |
Bullish on the CEO’s bonus, bearish on Netflix | r/wallstreetbets | Bullish on the CEO’s bonus, bearish on Netflix | r/wallstreetbets | 2024-21-05 |
God that's like 44 weeks . | r/wallstreetbets | God that's like 44 weeks . | r/wallstreetbets | 2024-21-05 |
Not on me they're not. I've dropped every subscription plan I have - Netflix, Spotify, Amazon. Fuckers drove me back to the pirate life and I couldn't be happier. Plex for movies and TV shows I want to keep locally, Plexamp for my music and Stremio + real debrid for my everyday streaming. Fuck the rest. | r/wallstreetbets | Not on me they're not. I've dropped every subscription plan I have - Netflix, Spotify, Amazon. Fuckers drove me back to the pirate life and I couldn't be happier. Plex for movies and TV shows I want to keep locally, Plexamp for my music and Stremio + real debrid for my everyday streaming. Fuck the rest. | r/wallstreetbets | 2024-21-05 |
Public libraries yo | r/wallstreetbets | Public libraries yo | r/wallstreetbets | 2024-21-05 |
r/wallstreetbets | r/wallstreetbets | 2024-20-05 |
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r/wallstreetbets | r/wallstreetbets | 2024-20-05 |
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When there's tyrannical leadership and Microsoft either agrees with them or can't stop them, the government will get this information and use it to determine "who's a threat to democracy" while deciding what your baseline social credit score is. A 1984 of the Orwellian type will become reality. Anyone who has read 1984 and/or Animal Farm is very nervous when hearing about things like this. If not they're a Mollie who's only interested in their own well being, sugar, and ribbons. | r/wallstreetbets | When there's tyrannical leadership and Microsoft either agrees with them or can't stop them, the government will get this information and use it to determine "who's a threat to democracy" while deciding what your baseline social credit score is. A 1984 of the Orwellian type will become reality. Anyone who has read 1984 and/or Animal Farm is very nervous when hearing about things like this. If not they're a Mollie who's only interested in their own well being, sugar, and ribbons. | r/wallstreetbets | 2024-21-05 |
It’s important to put this in the context of “what will law enforcement do with this data”, because that’s the reality we live in now. | r/wallstreetbets | It’s important to put this in the context of “what will law enforcement do with this data”, because that’s the reality we live in now. | r/wallstreetbets | 2024-21-05 |
And this is all for your convenience🧛 | r/wallstreetbets | And this is all for your convenience🧛 | r/wallstreetbets | 2024-21-05 |
guides to disable this garbage are already being written | r/wallstreetbets | guides to disable this garbage are already being written | r/wallstreetbets | 2024-21-05 |
AI gonna watch a lot of porn. | r/wallstreetbets | AI gonna watch a lot of porn. | r/wallstreetbets | 2024-21-05 |
sussudio | r/wallstreetbets | sussudio | r/wallstreetbets | 2024-21-05 |
r/wallstreetbets | r/wallstreetbets | 2024-20-05 |
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ofc it did I sold yesterday | r/wallstreetbets | ofc it did I sold yesterday | r/wallstreetbets | 2024-21-05 |
r/wallstreetbets | r/wallstreetbets | 2024-20-05 |
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Wondering what earnings is going to bring in. Either way, it's going to be interesting
https://preview.redd.it/eofpdiv3ao1d1.png?width=3466&format=png&auto=webp&s=4067e2b9558271f30e9b0cf47b755792148874c0 | r/wallstreetbets | Wondering what earnings is going to bring in. Either way, it's going to be interesting
https://preview.redd.it/eofpdiv3ao1d1.png?width=3466&format=png&auto=webp&s=4067e2b9558271f30e9b0cf47b755792148874c0 | r/wallstreetbets | 2024-21-05 |
r/wallstreetbets | r/wallstreetbets | 2024-21-05 |
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r/wallstreetbets | r/wallstreetbets | 2024-21-05 |
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[Saudi Arabia´s biggest ever plane order is placed with Airbus.](https://edition.cnn.com/2024/05/20/business/saudi-arabia-airline-airbus-biggest-order/index.html)
[In completely unrelated news, Saudi Arabia´s king has suddenly fallen ill...](https://edition.cnn.com/2024/05/20/middleeast/saudi-king-salman-lung-treatment-intl/index.html)
Get well soon, your majesty. | r/wallstreetbets | [Saudi Arabia´s biggest ever plane order is placed with Airbus.](https://edition.cnn.com/2024/05/20/business/saudi-arabia-airline-airbus-biggest-order/index.html)
[In completely unrelated news, Saudi Arabia´s king has suddenly fallen ill...](https://edition.cnn.com/2024/05/20/middleeast/saudi-king-salman-lung-treatment-intl/index.html)
Get well soon, your majesty. | r/wallstreetbets | 2024-21-05 |
Good news for Airbus! At least they care about their passengers safety:) | r/wallstreetbets | Good news for Airbus! At least they care about their passengers safety:) | r/wallstreetbets | 2024-21-05 |
r/wallstreetbets | r/wallstreetbets | 2024-21-05 |
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Only true if they won't agree. Worth it to be a bit unreasonable for a couple hundred billion. And he is not wrong. Without Elon tesla would lose its marketing and would be valued more like Mercedes or Volkswagen. Which means bye bye to 80% of stock price. | r/wallstreetbets | Only true if they won't agree. Worth it to be a bit unreasonable for a couple hundred billion. And he is not wrong. Without Elon tesla would lose its marketing and would be valued more like Mercedes or Volkswagen. Which means bye bye to 80% of stock price. | r/wallstreetbets | 2024-21-05 |
All electric car companies get subsidies, not just Tesla.
They were clearly profitable in 2023 before the price war started. That Tesla is even able to wage a price war with Chinese manufacturing is impressive. Everyone knows China will eat US industry for breakfast, that's why the US put up 100% tariff walls: https://www.notebookcheck.net/Tesla-vs-Toyota-BYD-VW-and-Ford-profit-margins-get-visualized-as-GM-trails-it-four-to-one.691126.0.html
Tesla shareholders aren't doing too badly. 1000% in five years is pretty good! Furthermore, odds are good that they'll make gains in AI and automation. If he can make rockets and brain implants, why can't he make AI? | r/wallstreetbets | All electric car companies get subsidies, not just Tesla.
They were clearly profitable in 2023 before the price war started. That Tesla is even able to wage a price war with Chinese manufacturing is impressive. Everyone knows China will eat US industry for breakfast, that's why the US put up 100% tariff walls: https://www.notebookcheck.net/Tesla-vs-Toyota-BYD-VW-and-Ford-profit-margins-get-visualized-as-GM-trails-it-four-to-one.691126.0.html
Tesla shareholders aren't doing too badly. 1000% in five years is pretty good! Furthermore, odds are good that they'll make gains in AI and automation. If he can make rockets and brain implants, why can't he make AI? | r/wallstreetbets | 2024-21-05 |
The cult will do whatever he wishes! | r/wallstreetbets | The cult will do whatever he wishes! | r/wallstreetbets | 2024-21-05 |
I confirmed my threat and voted against him, his dipshit brother and whoever that other guy is they want to keep on the board. Fuck you Elon. | r/wallstreetbets | I confirmed my threat and voted against him, his dipshit brother and whoever that other guy is they want to keep on the board. Fuck you Elon. | r/wallstreetbets | 2024-21-05 |
NVDA's earnings call 22nd May, '24 is the most consequential event till end of June for the US equities.
I believe by the time of this post, bets have been cast: Calls & Puts, hedge funds have fed buy or sell parameters in their algorithms and analysts are looking for last minute cues to adjust their post earnings price target.
But this earnings call may turn out to be little different:
Market appears to be working on following assumptions:
1) NVDA will beat revenue & EPS expectations
2) Bullish to positive future guidance
This is why there is a lack of any meaningful pullback pre earnings as was in Feb, '24.
Call option sellers are actively delta hedging. Even if some fund managers and investors are trimming positions: it is not even making a dent.
As of 20th May, stock is at 97.5% of its ATH. Unlike in Feb, '24 when there was a 7% healthy pull back which made it attractive for investors to step in.
NVDA shall rise but in a more muted fashion than previously.
My prediction:
1) ATM Call Shorts shall cut out a sorry figure in the post earning
2) Significantly OTM Call Longs shall lose their premiums
3) Long Puts shall lose their shirts too
How to make a quick buck:
1) Buy ATM Calls with 3 weeks expiry
2) Sell significantly OTM Calls [>1050$] & OTM Put [<875$] weeklies [Edit: please consider credit spread if you are uncomfortable with naked shorts in Options. Manage your risk judiciously]. | r/wallstreetbets | NVDA's earnings call 22nd May, '24 is the most consequential event till end of June for the US equities.
I believe by the time of this post, bets have been cast: Calls & Puts, hedge funds have fed buy or sell parameters in their algorithms and analysts are looking for last minute cues to adjust their post earnings price target.
But this earnings call may turn out to be little different:
Market appears to be working on following assumptions:
1) NVDA will beat revenue & EPS expectations
2) Bullish to positive future guidance
This is why there is a lack of any meaningful pullback pre earnings as was in Feb, '24.
Call option sellers are actively delta hedging. Even if some fund managers and investors are trimming positions: it is not even making a dent.
As of 20th May, stock is at 97.5% of its ATH. Unlike in Feb, '24 when there was a 7% healthy pull back which made it attractive for investors to step in.
NVDA shall rise but in a more muted fashion than previously.
My prediction:
1) ATM Call Shorts shall cut out a sorry figure in the post earning
2) Significantly OTM Call Longs shall lose their premiums
3) Long Puts shall lose their shirts too
How to make a quick buck:
1) Buy ATM Calls with 3 weeks expiry
2) Sell significantly OTM Calls [>1050$] & OTM Put [<875$] weeklies [Edit: please consider credit spread if you are uncomfortable with naked shorts in Options. Manage your risk judiciously]. | r/wallstreetbets | 2024-21-05 |
Went full port into AAPL two weeks ago and made $3k -> Full port TSLA puts -2k -> full port Hood calls day before earnings -1k -> spy puts -4k -> amzn and goog calls -1k -> more spy puts -4k -> big debt | r/wallstreetbets | Went full port into AAPL two weeks ago and made $3k -> Full port TSLA puts -2k -> full port Hood calls day before earnings -1k -> spy puts -4k -> amzn and goog calls -1k -> more spy puts -4k -> big debt | r/wallstreetbets | 2024-21-05 |
What kind of Asian has a life savings of only 12k? My illiterate illegal immigrant parents had more after only working g a few years in the 90s. | r/wallstreetbets | What kind of Asian has a life savings of only 12k? My illiterate illegal immigrant parents had more after only working g a few years in the 90s. | r/wallstreetbets | 2024-21-05 |
r/wallstreetbets | r/wallstreetbets | 2024-21-05 |
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Allright bagholders, enter..... | r/wallstreetbets | Allright bagholders, enter..... | r/wallstreetbets | 2024-21-05 |
r/wallstreetbets | r/wallstreetbets | 2024-21-05 |
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T+1 for those who trade without 25k this is a huge advantage for you. For the whole market really. | r/wallstreetbets | T+1 for those who trade without 25k this is a huge advantage for you. For the whole market really. | r/wallstreetbets | 2024-21-05 |
What do you mean by that lol | r/wallstreetbets | What do you mean by that lol | r/wallstreetbets | 2024-21-05 |
The ETF, ticker **$OZEM**, is set to launch this week per [CNBC](https://www.cnbc.com/video/2024/05/20/roundhill-to-launch-active-weight-loss-etf.html) and [Roundhill](https://www.roundhillinvestments.com/etf/ozem/).
**From Roundhill** "weight loss drugs, including GLP-1 agonists, represent one of the most revolutionary advancements in the global pharmaceuticals industry"
The Roundhill GLP-1 & Weight Loss ETF (“OZEM”) is the world’s first GLP-1 ETF. OZEM pursues its investment objective by seeking to provide exposure to companies involved in the development of pharmaceutical drugs and/or supplements that can be utilized to help individuals lose weight, maintain an ideal weight, and/or maintain body composition during weight loss. OZEM is an actively-managed ETF.
Top holdings? You guessed it — Lilly and Novo Nordisk. Check out the top holdings and more here: [https://www.roundhillinvestments.com/etf/ozem/](https://www.roundhillinvestments.com/etf/ozem/) | r/wallstreetbets | The ETF, ticker **$OZEM**, is set to launch this week per [CNBC](https://www.cnbc.com/video/2024/05/20/roundhill-to-launch-active-weight-loss-etf.html) and [Roundhill](https://www.roundhillinvestments.com/etf/ozem/).
**From Roundhill** "weight loss drugs, including GLP-1 agonists, represent one of the most revolutionary advancements in the global pharmaceuticals industry"
The Roundhill GLP-1 & Weight Loss ETF (“OZEM”) is the world’s first GLP-1 ETF. OZEM pursues its investment objective by seeking to provide exposure to companies involved in the development of pharmaceutical drugs and/or supplements that can be utilized to help individuals lose weight, maintain an ideal weight, and/or maintain body composition during weight loss. OZEM is an actively-managed ETF.
Top holdings? You guessed it — Lilly and Novo Nordisk. Check out the top holdings and more here: [https://www.roundhillinvestments.com/etf/ozem/](https://www.roundhillinvestments.com/etf/ozem/) | r/wallstreetbets | 2024-21-05 |
Bought at the bottom back in 2022 knowing full well crypto ain’t going nowhere! 🚀
| r/wallstreetbets | Bought at the bottom back in 2022 knowing full well crypto ain’t going nowhere! 🚀
| r/wallstreetbets | 2024-21-05 |
The “call”? Okok🤑 | r/wallstreetbets | The “call”? Okok🤑 | r/wallstreetbets | 2024-21-05 |
The following presents the economic, fiscal, monetary choice we face.
TL;DR - bullish interest rate sensitive stocks QE is coming soon.
We can have a recession and the cycle can end OR they intervene with fiscal and monetary programs at the first signs of danger.
We can get inflation back below 2 percent through austerity OR the FED can act like we are trying and instead export the cost of the debt.
We can have the political courage and long term thinking to solve the problem OR politicians can focus on winning the next election via stimulus and buying votes.
We can have an honest discussion about jobless claims, wages, cost of living and the well being of US citizens OR they can scrub the data in the headlines and revise it months later so the optics of the economy is positive.
We can have an independent FED focused on price stability and max employment OR we can have a FED politically complicit with the needs of the treasury and debt monetization.
Congress can have a treasury and budget that is responsible, affordable and reduces debt OR we can increase debt borrowing more from our future to pay for today.
We could keep yields down by simply not issuing new debt auctions OR the FED cut rates and starts QE.
We can take the pain and reverse the stimulus over the past 3 years OR we can kick the can down the road and monetize that debt over time via inflation.
We could do the hard thing we should do OR we can do the easy thing like we shouldn’t but always do.
Pay it off OR cash out equity refi at a lower rate?
What do you think they will do this time?
Lower rates are coming. We might see a melt up if FED loosens “too early” and is too accommodating while treasury is still deficit spending.
What should you do?
Long financial assets especially interest rate sensitive stocks.
RKT, SHOP, SOFI, NET, TWLO, PLTR, HOOD, TSLA etc
As an option buyer give your sell more time than you think - 60 day’s minimum. As a seller, sell put credit spreads 30-45 DTE rinse and repeat.
PS. The only way to protect purchasing power is to be invested in financial assets.
| r/wallstreetbets | The following presents the economic, fiscal, monetary choice we face.
TL;DR - bullish interest rate sensitive stocks QE is coming soon.
We can have a recession and the cycle can end OR they intervene with fiscal and monetary programs at the first signs of danger.
We can get inflation back below 2 percent through austerity OR the FED can act like we are trying and instead export the cost of the debt.
We can have the political courage and long term thinking to solve the problem OR politicians can focus on winning the next election via stimulus and buying votes.
We can have an honest discussion about jobless claims, wages, cost of living and the well being of US citizens OR they can scrub the data in the headlines and revise it months later so the optics of the economy is positive.
We can have an independent FED focused on price stability and max employment OR we can have a FED politically complicit with the needs of the treasury and debt monetization.
Congress can have a treasury and budget that is responsible, affordable and reduces debt OR we can increase debt borrowing more from our future to pay for today.
We could keep yields down by simply not issuing new debt auctions OR the FED cut rates and starts QE.
We can take the pain and reverse the stimulus over the past 3 years OR we can kick the can down the road and monetize that debt over time via inflation.
We could do the hard thing we should do OR we can do the easy thing like we shouldn’t but always do.
Pay it off OR cash out equity refi at a lower rate?
What do you think they will do this time?
Lower rates are coming. We might see a melt up if FED loosens “too early” and is too accommodating while treasury is still deficit spending.
What should you do?
Long financial assets especially interest rate sensitive stocks.
RKT, SHOP, SOFI, NET, TWLO, PLTR, HOOD, TSLA etc
As an option buyer give your sell more time than you think - 60 day’s minimum. As a seller, sell put credit spreads 30-45 DTE rinse and repeat.
PS. The only way to protect purchasing power is to be invested in financial assets.
| r/wallstreetbets | 2024-21-05 |
Yep, If is the keyword. My 401(k) is better at doing reasonable returns annually minus the headaches flipping through paperwork during tax season. | r/wallstreetbets | Yep, If is the keyword. My 401(k) is better at doing reasonable returns annually minus the headaches flipping through paperwork during tax season. | r/wallstreetbets | 2024-21-05 |
Here's a chart that shows the change in FSD price alongside some tweets and news stories.
FSD went out of beta in October 2021, and an accident on the software was in the media the following month, in November 2021. Ross Gerber asked Elon if there had been any in January 2022, which he said there hadn't been.
https://preview.redd.it/a1140qpboq1d1.jpg?width=1648&format=pjpg&auto=webp&s=3b74c103dec06a9eb41cd8e1248be07853639906
I think the most frustrating thing is that the price for Hardware 3 kept on going up, and Elon kept rushing customers, saying "the prices will continue to rise", but then he pulls the rug out from under them and says that there's new hardware.
>The remaining claims, which arise out of Tesla's alleged fraud and related negligence, may go forward to the extent they are based on two alleged representations: (1) representations that Tesla vehicles have the hardware needed for full self-driving capability and, (2) representations that a Tesla car would be able to drive itself cross-country in the coming year. While the Rule 9(b) pleading requirements are less stringent here, where Tesla allegedly engaged in a systematic pattern of fraud over a long period of time, LoSavio alleges, plausibly and with sufficient detail, that he relied on these representations before buying his car.
- US District Judge Rita Lin
[Tesla must face fraud suit for claiming its cars could fully drive themselves | Ars Technica](https://arstechnica.com/tech-policy/2024/05/tesla-must-face-fraud-suit-for-claiming-its-cars-could-fully-drive-themselves/) | r/wallstreetbets | Here's a chart that shows the change in FSD price alongside some tweets and news stories.
FSD went out of beta in October 2021, and an accident on the software was in the media the following month, in November 2021. Ross Gerber asked Elon if there had been any in January 2022, which he said there hadn't been.
https://preview.redd.it/a1140qpboq1d1.jpg?width=1648&format=pjpg&auto=webp&s=3b74c103dec06a9eb41cd8e1248be07853639906
I think the most frustrating thing is that the price for Hardware 3 kept on going up, and Elon kept rushing customers, saying "the prices will continue to rise", but then he pulls the rug out from under them and says that there's new hardware.
>The remaining claims, which arise out of Tesla's alleged fraud and related negligence, may go forward to the extent they are based on two alleged representations: (1) representations that Tesla vehicles have the hardware needed for full self-driving capability and, (2) representations that a Tesla car would be able to drive itself cross-country in the coming year. While the Rule 9(b) pleading requirements are less stringent here, where Tesla allegedly engaged in a systematic pattern of fraud over a long period of time, LoSavio alleges, plausibly and with sufficient detail, that he relied on these representations before buying his car.
- US District Judge Rita Lin
[Tesla must face fraud suit for claiming its cars could fully drive themselves | Ars Technica](https://arstechnica.com/tech-policy/2024/05/tesla-must-face-fraud-suit-for-claiming-its-cars-could-fully-drive-themselves/) | r/wallstreetbets | 2024-21-05 |
r/wallstreetbets | r/wallstreetbets | 2024-21-05 |
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r/wallstreetbets | r/wallstreetbets | 2024-21-05 |
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Whales bought over 200k worth of calls yesterday, Im in. AZN is all time high and theres plenty of space to go. | r/wallstreetbets | Whales bought over 200k worth of calls yesterday, Im in. AZN is all time high and theres plenty of space to go. | r/wallstreetbets | 2024-21-05 |
[View Post](https://new.reddit.com/r/wallstreetbets/post-viewer/1cx4ejo) | r/wallstreetbets | [View Post](https://new.reddit.com/r/wallstreetbets/post-viewer/1cx4ejo) | r/wallstreetbets | 2024-21-05 |
Put all my money on WiSA yesterday, and its still going up | r/wallstreetbets | Put all my money on WiSA yesterday, and its still going up | r/wallstreetbets | 2024-21-05 |
Yes because your Tax system really is fucked. | r/wallstreetbets | Yes because your Tax system really is fucked. | r/wallstreetbets | 2024-21-05 |
Ooof $ZIM shitting the bed with their weak ass dividend  | r/wallstreetbets | Ooof $ZIM shitting the bed with their weak ass dividend  | r/wallstreetbets | 2024-21-05 |
# NVDA brings us to 5500
# I'm feeling VERY bullish. | r/wallstreetbets | # NVDA brings us to 5500
# I'm feeling VERY bullish. | r/wallstreetbets | 2024-21-05 |
They obviously didn’t copy her voice. It’s synthesized. When you say it sounds like her, you mean like a middle aged white woman? Lord knows there’s only a few of those around. | r/wallstreetbets | They obviously didn’t copy her voice. It’s synthesized. When you say it sounds like her, you mean like a middle aged white woman? Lord knows there’s only a few of those around. | r/wallstreetbets | 2024-21-05 |
5050 eow | r/wallstreetbets | 5050 eow | r/wallstreetbets | 2024-21-05 |
🍏🍏🍏 | r/wallstreetbets | 🍏🍏🍏 | r/wallstreetbets | 2024-21-05 |
Yup, that $1+ EPS expectation was way too high, no way they were going to beat. | r/wallstreetbets | Yup, that $1+ EPS expectation was way too high, no way they were going to beat. | r/wallstreetbets | 2024-21-05 |
Where the MARA bulls | r/wallstreetbets | Where the MARA bulls | r/wallstreetbets | 2024-21-05 |
Why not sell? You probably still made profit on that huge drop after hours | r/wallstreetbets | Why not sell? You probably still made profit on that huge drop after hours | r/wallstreetbets | 2024-21-05 |
try using common sense | r/wallstreetbets | try using common sense | r/wallstreetbets | 2024-21-05 |
Was I the only one who bought ZIM puts?  | r/wallstreetbets | Was I the only one who bought ZIM puts?  | r/wallstreetbets | 2024-21-05 |
You guys need to stop with the emotes because us actual disabled people can't do them. Discrimination.
*my disability is that I'm allergic to the Reddit app | r/wallstreetbets | You guys need to stop with the emotes because us actual disabled people can't do them. Discrimination.
*my disability is that I'm allergic to the Reddit app | r/wallstreetbets | 2024-21-05 |
Best case scenario for open ai, she sues them and wins. Sure, they will have to pay a fee and change the voice, but it proves that they have in fact created ai by passing the Turing Test. | r/wallstreetbets | Best case scenario for open ai, she sues them and wins. Sure, they will have to pay a fee and change the voice, but it proves that they have in fact created ai by passing the Turing Test. | r/wallstreetbets | 2024-21-05 |
Not trading this market until there is a decent correction. | r/wallstreetbets | Not trading this market until there is a decent correction. | r/wallstreetbets | 2024-21-05 |
Agreed. You don’t steal shit like that. If she wanted to do it she would make hella bank forever. She said no, you move on. | r/wallstreetbets | Agreed. You don’t steal shit like that. If she wanted to do it she would make hella bank forever. She said no, you move on. | r/wallstreetbets | 2024-21-05 |
I am trading for the decent correction and loose all my money  | r/wallstreetbets | I am trading for the decent correction and loose all my money  | r/wallstreetbets | 2024-21-05 |
There’s already case law for this exact type of thing protecting Scarlet Johansson from what OpenAI did. | r/wallstreetbets | There’s already case law for this exact type of thing protecting Scarlet Johansson from what OpenAI did. | r/wallstreetbets | 2024-21-05 |
Spy’s gonna be flat with a little red 🩸with CNBC saying “Markets flat as investors weigh fed on Wednesday and NVDA earnings” | r/wallstreetbets | Spy’s gonna be flat with a little red 🩸with CNBC saying “Markets flat as investors weigh fed on Wednesday and NVDA earnings” | r/wallstreetbets | 2024-21-05 |
Will pay someone $6 to take my shift today | r/wallstreetbets | Will pay someone $6 to take my shift today | r/wallstreetbets | 2024-21-05 |
Ccl $19 EOM | r/wallstreetbets | Ccl $19 EOM | r/wallstreetbets | 2024-21-05 |
Just as likely. | r/wallstreetbets | Just as likely. | r/wallstreetbets | 2024-21-05 |
I owned HIMS at 6.90 and sold it at 7.06.
It’s called profit bros.
Nah for real I just thought they’d get eaten by Walmart / amzn | r/wallstreetbets | I owned HIMS at 6.90 and sold it at 7.06.
It’s called profit bros.
Nah for real I just thought they’d get eaten by Walmart / amzn | r/wallstreetbets | 2024-21-05 |
1500!!! | r/wallstreetbets | 1500!!! | r/wallstreetbets | 2024-21-05 |
ASTS on another moon mission today | r/wallstreetbets | ASTS on another moon mission today | r/wallstreetbets | 2024-21-05 |
Shooting towards 531.60 so we triple top PM  | r/wallstreetbets | Shooting towards 531.60 so we triple top PM  | r/wallstreetbets | 2024-21-05 |
ASTS pumping again PM. Hopefully it'll continue run in trading hours. PM is mostly a long blue ball session these days. | r/wallstreetbets | ASTS pumping again PM. Hopefully it'll continue run in trading hours. PM is mostly a long blue ball session these days. | r/wallstreetbets | 2024-21-05 |
What was it that they did exactly? | r/wallstreetbets | What was it that they did exactly? | r/wallstreetbets | 2024-21-05 |
T+1 is going to be a game changer - can't wait. So much lost due to unsettled cash and GFVs. | r/wallstreetbets | T+1 is going to be a game changer - can't wait. So much lost due to unsettled cash and GFVs. | r/wallstreetbets | 2024-21-05 |
Bro now I’m hot | r/wallstreetbets | Bro now I’m hot | r/wallstreetbets | 2024-21-05 |
Bear thesis on SERV? Anyone know? | r/wallstreetbets | Bear thesis on SERV? Anyone know? | r/wallstreetbets | 2024-21-05 |
100% buyout candidate | r/wallstreetbets | 100% buyout candidate | r/wallstreetbets | 2024-21-05 |
I dreamed that I woke up and opened the app to see SPY at 532. | r/wallstreetbets | I dreamed that I woke up and opened the app to see SPY at 532. | r/wallstreetbets | 2024-21-05 |
Oh shit the real traders are waking up. Time for me to dip out, peace y'all. | r/wallstreetbets | Oh shit the real traders are waking up. Time for me to dip out, peace y'all. | r/wallstreetbets | 2024-21-05 |
Waited three weeks while holding puts. Watched over half my port disappear….. | r/wallstreetbets | Waited three weeks while holding puts. Watched over half my port disappear….. | r/wallstreetbets | 2024-21-05 |
Hims 25 by EOW? | r/wallstreetbets | Hims 25 by EOW? | r/wallstreetbets | 2024-21-05 |
 | r/wallstreetbets |  | r/wallstreetbets | 2024-21-05 |
Double miss for ZIM, but the dividend is back. | r/wallstreetbets | Double miss for ZIM, but the dividend is back. | r/wallstreetbets | 2024-21-05 |
 | r/wallstreetbets |  | r/wallstreetbets | 2024-21-05 |
Just finished a 6 hour straight baludrs gate 3 session. My eyes and brain are fried. Naturally that means it's a good time to start trading | r/wallstreetbets | Just finished a 6 hour straight baludrs gate 3 session. My eyes and brain are fried. Naturally that means it's a good time to start trading | r/wallstreetbets | 2024-21-05 |
just remember to inverse every decision | r/wallstreetbets | just remember to inverse every decision | r/wallstreetbets | 2024-21-05 |
I read about it yesterday because I didn’t see a big deal about this either. Apparently Ford tried doing this to Bette Midler back in the day. She didn’t want to sing for their commercial so they hired one of her backup singers to mimic her voice. She sued and won which set a precedent against the exact thing OpenAI is trying to do. | r/wallstreetbets | I read about it yesterday because I didn’t see a big deal about this either. Apparently Ford tried doing this to Bette Midler back in the day. She didn’t want to sing for their commercial so they hired one of her backup singers to mimic her voice. She sued and won which set a precedent against the exact thing OpenAI is trying to do. | r/wallstreetbets | 2024-21-05 |
Coin base calls at open? | r/wallstreetbets | Coin base calls at open? | r/wallstreetbets | 2024-21-05 |
SPAC ALCC owned by institutions 80%
OKLO owned by institutions 18%
 | r/wallstreetbets | SPAC ALCC owned by institutions 80%
OKLO owned by institutions 18%
 | r/wallstreetbets | 2024-21-05 |
Bought at 8, sold at 7.2 just after the ratings downgrade last summer | r/wallstreetbets | Bought at 8, sold at 7.2 just after the ratings downgrade last summer | r/wallstreetbets | 2024-21-05 |
When does PANW stop hemorrhage | r/wallstreetbets | When does PANW stop hemorrhage | r/wallstreetbets | 2024-21-05 |
Imagine being afraid to talk to girls  | r/wallstreetbets | Imagine being afraid to talk to girls  | r/wallstreetbets | 2024-21-05 |
Guys zim is not looking so hot rn | r/wallstreetbets | Guys zim is not looking so hot rn | r/wallstreetbets | 2024-21-05 |