Safari Capital

[Safari Capital @smallmidcaps]

@pennycheck are you talking about Barcode Entertainment Complex in New Jersey

[Safari Capital @smallmidcaps]

@a_val @BenKizemchuk it's simple. if semis have big vol red days, it's degross. not seeing it at all.

[Safari Capital @smallmidcaps]

@a_val @BenKizemchuk how so?

[Safari Capital @smallmidcaps]

@BenKizemchuk are you a perma bear? i only see bearish posts on my TL

[Safari Capital @smallmidcaps]

@mathlonning big if true

[Safari Capital @smallmidcaps]

@mathlonning @WallStAction how about spacex?

[Safari Capital @smallmidcaps]

sub 75% IV, and ITM/ATM or less than 10% OTM, 3+ months out... what a great approach to actually making money with options

[Stock Talk @stocktalkweekly]

Stop using options as a lottery tickets. Use them as wheelbarrows instead.

Most people are wildly unprofitable with options, because they buy far out of the money, and don't buy enough time. For most people, over a long period, OTM 0DTEs & weeklies won't consistently make you significant amounts of money, and even if you get lucky, you won't be taking them with enough size.

Once you start using options as tool to maximize buying power across multiple opportunity sets, with some conservative rules about moneyness & expiration (sub 75% IV, and ITM/ATM or less than 10% OTM, 3+ months out) the game changes.

[Safari Capital @smallmidcaps]

@TomSzczypka @stocktalkweekly the moment bitcoin miners pivoted to ai its over for crypto

[Safari Capital @smallmidcaps]

@JonahLupton @ParadisLabs again i dont pay much attention to the AH price action since the stock can gap up or down at the open fwiw. with the stock up 150% quarter-to-date, i was expecting a much larger beat to justify increasing my position. also the guided rev gotta grow 100% before i buy more.

[Safari Capital @smallmidcaps]

@JonahLupton @ParadisLabs i dont pay much attention to the AH price and i prefer to buy during the market hours. i'd like to see the return to the triple digit revenue growth if i'm currently seeing these multiples.

[Safari Capital @smallmidcaps]

@LogicalThesis are you gonna change your approach based on this? i stopped selling all my winners and i now just sell into weakness and my returns have gotten a lot better

[Safari Capital @smallmidcaps]

@JonahLupton @ParadisLabs i personally didn't like the guide. i will not be adding if the market reacts negatively tomorrow, signalling more downside in the near term.

[Safari Capital @smallmidcaps]

@JadenPMcNeil that's some rando talking about the affair. it's not elijah

[Safari Capital @smallmidcaps]

@theBuoyantMan yeah let’s make sure it now trades at 200x revenue while growing only 30 percent. 🤡🤡🤡

[Safari Capital @smallmidcaps]

@GregBarbou58054 @SingularityRes exactly that’s why you don��t just randomly buy trump picks.

[Safari Capital @smallmidcaps]

@orrdavid kinda dumb because the stock is almost flat yoy

[Safari Capital @smallmidcaps]

@BillyCookn @sam_d_1995 dems are openly gay while there are too many closeted ones amongst maga dipshits

[Safari Capital @smallmidcaps]

@jakebrowatzke their adjusted cash flow is kinda bs

[Safari Capital @smallmidcaps]

@jakebrowatzke i have no interest in any of these names. maybe focus on the voice ai or telecom or edge ai or robotics companies that benefit from AI.