Small sample, anecdotal. Hit rate = share of tracked calls in profit now.
“I know $AMZN hates raising equity (hasn’t done so since their 1997 IPO) but this from Jassy feels a lot like something someone would say before an equity raise”
“QQQs only like 8% off all time highs and still up 15% YTD SOXX still up 65% YTD There's a whole lot of air below”
“Just found out Burry bought LEAPs a few weeks before earnings. You can't make this stuff up $SFM”
“$NOW $FTNT $GOOG $CTSH All abysmal. The factors are going to be really confused today”
“$NOW $FTNT $GOOG $CTSH All abysmal. The factors are going to be really confused today”
“$NOW $FTNT $GOOG $CTSH All abysmal. The factors are going to be really confused today”
“$NOW $FTNT $GOOG $CTSH All abysmal. The factors are going to be really confused today”
“*NASDAQ 100 ETF EXTENDS DECLINE TO 1% Pack up your shit. It's over”
“*ORACLE EXPECTS CAPEX TO STEP DOWN IN FY29 Light at the end of the tunnel?”
“If the report is even half true (which it seems convincing) CBRS has a whole lot of air below (and it’s not like valuation is cheap regardless).”
“SK Hynix bulls [follow-up 15:33 UTC: Memory bulls don’t even celebrate anymore they just look at you like this]”
“TPUTPUTPUs Big day today. No I don’t want to talk about search”
“Cheescake factory can grow same store sales by 15% YoY and meanwhile Chipotle can barely squeeze out a positive comp quarter as they cycle through the same LTOs and change nothing...”
“*KOREA EXCHANGE ACTIVATES SIDECAR TO HALT KOSPI PROGRAM BUYING ... WOW buyside Kospi sidecar I was getting worried we might never see one of these again”
“$CAKE comp sales of 15.2% YoY beating the estimate of 9.5% by 60%. Unreal”
“Wow this would be quite a curveball. Lula now expected to win in the runoff against Bolsonaro with 51% of votes. $EWZ won’t be pretty tomorrow”
“Unfortunately I don’t think $META trades well in the near term and probably goes back to being a funding short ... Muse monetization feels very uncertain, at least with respect to timing ... Not to mention the equity issuance overhang and not providing FY27 revenue guidance leaves even more uncertainty. It’s been a great rally for Meta recently but I fear it could be headed back to the doghouse”
“$CAVA is still realistically a great short here.”
“$BABA is a long. AliCloud + Qwen + equity investments in Moonshot, Zhipu, DeepSeek and MiniMax.”