Bob - 🍖🔥🌶️📈(BBQ & Trading ™)

Ret. Chem Exec/Eng. Family, BBQ, & Trading🍒.
BSChE UT, Hookem!
Native Texan
Lived in Tx, La, Canada, Kuwait, & Saudi.
Links below & trades ≠ fin advice!

[Bob - 🍖🔥🌶️📈(BBQ & Trading ™) @optionsbbq]

Latest BBQ and thoughts will be here via Linktree, will start adding some recipes too: https://t.co/q6bpNyEgbO #OptionsBBQ

[Bob - 🍖🔥🌶️📈(BBQ & Trading ™) @optionsbbq]

@CraigEngenPhD @NiemotkaMike https://t.co/bjN8W7Z1ZS

The best learning videos out there.

[*Walter Bloomberg @DeItaone]

TRUMP: NOW THAT NVIDIA CEO JENSEN HUANG, WHO HAS DONE A FANTASTIC JOB, HAS RESIGNED, THERE IS ONLY ONE MAN TO TAKE HIS PLACE - TIM COOK OF APPLE

[*Walter Bloomberg @DeItaone]

USPS FREEZES STAMP PRICES BUT RAISES SHIPPING RATES FOR 2027

The US Postal Service will keep stamp prices unchanged in 2027, while announcing significant increases to shipping costs.

🔸 Domestic shipping: +5.9% for Priority Mail, Priority Mail Express, Ground Advantage and Parcel Select.

🔸 International mail and shipping: +7.9% on average.

🔸 Fuel surcharge: 11% on domestic shipping services, excluding international products.

🔸 Additional fees: Changes to competitive special services pricing.

The fuel surcharge will be reevaluated in July 2027.

[*Walter Bloomberg @DeItaone]

$SPCX - SPACEX: ADVANCING TWO PROJECTS: A MAJOR NEW SUPERCOMPUTE FACILITY AT STARBASE IN THE RIO GRANDE VALLEY IN TEXAS, AND A SECOND CAMPUS IN ARIZONA

SPACEX: IN THE RIO GRANDE VALLEY, SPACEX IS PLANNING TO INVEST MORE THAN $24 BILLION IN NEW SUPERCOMPUTING INFRASTRUCTURE

[Sawyer Merritt @SawyerMerritt]

Jensen Huang just resigned from Nvidia. What if Elon ends up hiring him to help with Terafab (as well as other things) and together they make America the greatest producer of advanced chips in the world?

The most entertaining outcome is the mostly likely, right?

[Bob - 🍖🔥🌶️📈(BBQ & Trading ™) @optionsbbq]

@NiemotkaMike Nice

[*Walter Bloomberg @DeItaone]

US EXISTING HOME SALES PLUNGE 5.5%, MISS EXPECTATIONS

US existing home sales fell 5.5% in October to an annualized 3.75 million units, below the 3.85 million consensus and down from a revised 3.97 million in September, according to the NAR.

The median home price rose 0.4% year over year to $416,700, while housing inventory reached 1.59 million units, equivalent to 5.1 months of supply.

Housing demand weakened sharply even as prices remained elevated, highlighting continued pressure on the US housing market.

[*Walter Bloomberg @DeItaone]

SPOT GOLD EXTENDS LOSSES, DOWN 3% TO $3,866.08/OZ

[Cheddar Flow @CheddarFlow]

Someone just loaded $1M+ of Nebius $NBIS calls in 4 seconds 🚨

All OPENING. 12/4 $130s, volume 1,506 vs 42 open interest

Stock's down 10%+ on the capex news... they're buying the dump

[Bob - 🍖🔥🌶️📈(BBQ & Trading ™) @optionsbbq]

@B2_4Ever Global trading hours, nice to get options on before open...even though waiting would have been better.

[Bob - 🍖🔥🌶️📈(BBQ & Trading ™) @optionsbbq]

$NVDA RSB #OptionsBBQ

[Bob - 🍖🔥🌶️📈(BBQ & Trading ™) @optionsbbq]

Looking much better than my under water one from before all this lol...

[Bob - 🍖🔥🌶️📈(BBQ & Trading ™) @optionsbbq]

The book is now 39W/0L, +$21,968, with 11 positions open

[Bob - 🍖🔥🌶️📈(BBQ & Trading ™) @optionsbbq]

$JPM out of a bot ID RSB $200 #OptionsBBQ

[Bob - 🍖🔥🌶️📈(BBQ & Trading ™) @optionsbbq]

$ABBV out of my stock, bot ID $500 #OptionsBBQ

[Bob - 🍖🔥🌶️📈(BBQ & Trading ™) @optionsbbq]

$NVDA now we watch the price action #OptionsBBQ

[Kalshi @Kalshi]

BREAKING: Nvidia CEO Jensen Huang resigns effective immediately

Nearly $500,000,000,000.00 wiped from Nvidia perpetual futures in past 24 hours

[Bob - 🍖🔥🌶️📈(BBQ & Trading ™) @optionsbbq]

@MomAngtrades yep, just another company now

[CHItrader @CHItrader]

UPGRADES

🔹 $MPB: Outperform to Strong Buy at Raymond James; PT $42 (from $39)
▪️ $ENGN: Neutral to Overweight at Piper Sandler; PT $4 (from $4). Equal-Weight to Overweight at Wells Fargo; PT $6 (from $2)
🔹 $CLF: Underweight to Equal-Weight at Barclays; PT $15 (from $12)
▪️ $MDU: Hold to Buy at Freedom Broker; PT $23 (from $21)
🔹 $RS: Equal-Weight to Overweight at Barclays; PT $507 (from $445)
▪️ $AMD: Market Perform to Outperform at William Blair
🔹 $PTRN: Hold to Buy at Jefferies; PT $27 (from $20)
▪️ $MRVI: Sector Weight to Overweight at KeyBanc; PT $11

[CHItrader @CHItrader]

DOWNGRADES

🔹 $TM: Buy to Hold at Freedom Broker; PT $230
▪️ $NVDA: Outperform to Market Perform at William Blair
🔹 $NVDA: Overweight to Sector Weight at KeyBanc
▪️ $NVDA: Outperform to Market Perform at Bernstein; PT $200 (from $400)
🔹 $NVDA: Outperform to In-Line at Evercore ISI; PT $186 (from $465)
▪️ $NVDA: Outperform to Perform at Oppenheimer
🔹 $DVN: Outperform to Market Perform at Bernstein; PT $44 (from $49)
▪️ $FANG: Outperform to Market Perform at Bernstein; PT $192 (from $221)
🔹 $INVZ: Overweight to Neutral at JPMorgan
▪️ $COP: Outperform to Market Perform at Bernstein; PT $122 (from $129)
🔹 $EVGO: Buy to Hold at Stifel; PT $2.50 (from $6)
▪️ $DDI: Buy to Neutral at Roth Capital; PT $16 (from $16.25)
🔹 $RWT: Outperform to Market Perform at Keefe, Bruyette & Woods; PT $3.50 (from $4.25)
▪️ $GIS: Overweight to Neutral at Piper Sandler; PT $35 (from $41)

[CHItrader @CHItrader]

INITIATIONS

🔹 $DORM: Overweight at Barclays; PT $165
▪️ $CARS: Equal-Weight at Barclays; PT $14
🔹 $ENSC: Buy at UBS; PT $2
▪️ $AGLT: Neutral at JPMorgan; PT $11
🔹 $MBX: Buy at H.C. Wainwright; PT $90
▪️ $KE: Buy at Roth Capital; PT $37