Trade2Theta (@Trade2Theta) profile picture

Trade2Theta

@Trade2Theta

Not financial advice. Just taking notes here.

Joined November 2021
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Pretty clear at this point Uber is headed toward one of two outcomes: 1/ Acquire an autonomy stack that’s competitive with Tesla 2/ Get taken out by Apple, Google, Amazon, or Meta. Lots of good options in 1 and 2. Let's see what happens.
Z (@ZeeContrarian1) profile pictureZ
@ZeeContrarian1Sep 12
Robotaxis have done to $UBER what AI did to software. Investors assumed software was finished, only to watch many of those stocks rally 50% when reality proved less disastrous than the narrative. We may be seeing the same setup with $UBER. Robotaxis may eventually disrupt the business, or they may not, but right now Uber is doing extremely well while the stock trades as if its entire business is already doomed.
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CIEN gonna beat tomorrow am.
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Looks like $STONE beats tomorrow night.
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$ONDS gonna rise on earnings tomorrow.
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$JD looks like a beat tomorrow am.
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$BLSH good long for earnings.
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$FIGR is gonna beat earning tomorrow. Of course that news appear to have leaked last night.
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$GLNG Earnings tomorrow. Gonna keep going up.
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$NBIS gonna beat tomorrow am. But you knew that...
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$TBBB. Never heard of them. Neither have you. But they are going to $50 by EOY.
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$MSGE. Definitely do not long this for earnings tomorrow am.
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$BETA Buys and hold. Gonna rise on earnings tomorrow am 8/12.
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$LQDA. Looks bearish heading into earning tomorrow am 8/12.
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$LITE. Nice dip today. That's a gift. Gonna moon on earnings tomorrow evening 8/11.
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CRWV might smash earnings tomorrow night 8/10
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$VG looks like a short.
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$ONON. Chart and OF say long.
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$SE gonna beat tomorrow.
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$BIDU is a long for earning tomorrow 8/10 am.
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Earnings calls had win rate of 75%. 14/56. NFA I sell spreads or go very high delta if naked. $OKLO❌ $VST✅ $WEN✅ $NET✅ $ABNB✅ $ROKU✅ $MP✅ $COP✅ $WB✅ $QBTS✅ Down small, up soon. $EOSE✅ Down small, up soon. $OSCR✅ $FIG✅ $PR $OXY✅ $NTR✅ $EHC ✅ $KLIC✅
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$UBER ✅ $SBAC ✅ $ASTS ✅ $ET ✅ $AMD❌ $ANET ✅ $NVO ✅ $BKNG ❌ $PRU ❌ $J ✅
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