@CheddarFlow Who is operating this account? Complete novice. The 705s were SOLD, not bought, likely closing thr puts opened at the close yesterday. Smh do better
@CheddarFlow Who is operating this account? Complete novice. The 705s were SOLD, not bought, likely closing thr puts opened at the close yesterday. Smh do better
@Malone_Wealth I’ve been seeing you tweet about yout garbage companies for over a year. Their stock down massively while the market has made sizeable gains. Just give it up man. Use your “platform” for something more productive
@TraderJonesy You are missing bullish flow much bigger than this. Checkout the NDX 29350 C 9/18. That’s the quiet accumulation that pays. There were others. Nobody is talking about this. You are welcome.
I don’t agree with you and that’s what makes a market. We will see in 3-6 months.
From my point of view as someone who works in datacenter infrastructure, we still have room to go. Demand is insatiable and this cycle will last another two years. The question is, what PE do these stocks deserve
Q4 gross margin 49.2% (+890 bps) is illusory; $986M one-time IEEPA tariff recovery accounts for ~900 bps of the entire expansion.
• Nike Direct revenues fell 9% currency-neutral in Q4; Nike Brand Digital down 12%, owned stores down 7% — structural DTC deterioration accelerating.
• Hidden risk: $2.0B current portion of long-term debt appeared on balance sheet vs. zero prior year — material near-term refinancing obligation unaddressed in commentary.