My Info

[Will Meade @thechartdr]

The largest change in call option open interest this morning is in Shopify $SHOP $140 and $175 calls

[Will Meade @thechartdr]

Finally!

[My Info @TheRealJPuff]

@DahliaKurtz @grok can you translate the interview

[My Info @TheRealJPuff]

@PolymarketMoney Can’t just look at valuation. Certainly got diluted down multiple times on each of these

[My Info @TheRealJPuff]

@KobeissiLetter @grok Is this gonna reverse as rates go down?

[My Info @TheRealJPuff]

@ChadGriffiths Can you get some east coast class b under 50k owners on the pod to discuss current leasing environment? Curious to see if others are experiencing what I’m experiencing

[My Info @TheRealJPuff]

@NBABlackburn I love porter but I’m at the point where he doesnt bring enough pressure off the dribble to make up for his defensive weaknesses. I’d love to see them try to trade for Deandre hunter. Reunite mpj with trae and try to flip mpj, naji and a pick for hunter and bogdan

[My Info @TheRealJPuff]

@NBABlackburn Russ needs to exclusively play with jokic I think. And echoing a lot of folks here, if Jamal plays like he can, this team is very very hard to beat when they try on defense

[My Info @TheRealJPuff]

@TrevorJudge Locke can’t be the starter going into next year. The Achilles heel of this defense was the linebacking core and Locke

[My Info @TheRealJPuff]

@NBABlackburn @MileHighSports Lavine is definitely a better option than Brandon Ingram. I think the Nuggets need to try to swing for DeAndre Hunter and see if they can do that without giving up MPJ. I’d even settle for bogdan bogdanavic

[My Info @TheRealJPuff]

@CodyBrownBets Not sure if Jalen Williams is really a PF. His profile is closer to SG or SF. Either way, looks like a high number for a one game winner take all with playoff like atmosphere

[My Info @TheRealJPuff]

@sideline_daily 100%

[My Info @TheRealJPuff]

@HarrisonWind Although it seems like he is going to the Warriors, why not a guy like Buddy Hield? Also, can you explain the logic in dumping Jackson and three second rounders when they knew they were losing Caldwell Pope?

[My Info @TheRealJPuff]

@PetitRetard @RedPandaCapital

[My Info @TheRealJPuff]

Epam: too cheap
Team: great buying opportunity
Procore: dipping my toes in
Perion: it’s boom or bust for these guys

[My Info @TheRealJPuff]

@SharpFootball @RedPandaCapital

[My Info @TheRealJPuff]

Study finds Hamas may have profited from Oct. 7 assault with advance stock market trades | The Times of Israel ⁦@BillAckman⁩ https://t.co/Yo4MelYig4

[My Info @TheRealJPuff]

Stocks Im buying because they are too cheap:
Mgni (think there is 50% upside in next 12-24 months and then likely exit part of the position/RE-evaluate)
Sprout Social: long term.

Value names:
Tysons (huge moat)
Generac (too cheap)
Epam: on sale

[My Info @TheRealJPuff]

@BillSimmons @ryenarussillo @BillSimmons The heat are the ideal @russwest44 team if they can’t get dame. He fits the culture and they need someone who can attack the hoop.

[My Info @TheRealJPuff]

@NOTSportsCenter @Mordispero29 lol