TET FLOW

Your favorite options flow plug 🔌

Analysis 📈 | Updates 🔔 | Charts 🖼️ | Trade Ideas 💡

[TET FLOW @tmlsflow]

Feel free to follow my personal account @tmlsspecial

I share my trades, watchlists, and car content 🚗📈

[tmlsspecial @tmlsspecial]

I’m Tom.

Started trading in 2019 - fast forward 6 years and I’m now trading full-time 📈

Also built a transportation company from the ground up in 2020 🚛

Hard work pays off. Always.

[tmlsspecial @tmlsspecial]

Started a small $AMZN calls position for 06/18

Feels like this thing is loading up for a random overnight gap that'll leave everyone chasing

[tmlsspecial @tmlsspecial]

Breaking news: your Corvette still isn't a supercar.

The good news? $ORCL and $IBM might change your financial situation

[tmlsspecial @tmlsspecial]

FREE MONEY $IBM 🫶

[tmlsspecial @tmlsspecial]

Trimmed a good chunk of my $ORCL calls here, keeping 4 for earnings because why not 😏

What a move. Massive share position still untouched, long term portfolio is GREEN GREEN 💚

[tmlsspecial @tmlsspecial]

$NOW had a great run but I wouldn't sleep on $MSFT

I believe it can do even better. My #1 watch this week

[tmlsspecial @tmlsspecial]

Secured roughly half of my YTD profits last week

Maybe the market keeps ripping, maybe it doesn’t. Either way I’m happy locking in gains. I’d rather be annoyed I sold early than watch months of gains disappear because I got greedy.

That’s why I trim slowly instead of hitting the sell button all at once.

Btw, how’s the memory trade looking? 🫣 $MU $SNDK

[tmlsspecial @tmlsspecial]

yeah the president tanked the market then bought the dip 😂😂

$ORCL $MSFT $AVGO $DELL $HOOD

[tmlsspecial @tmlsspecial]

People ask me how to afford an SF90 at 24

The answer is simple:
$ORCL calls ahead of earnings

Everything else is just noise. NFA 😂

[TET FLOW @tmlsflow]

$ASTS Q1 recap:

EPS: -$0.66 vs -$0.20 est.
Revenue: $14.7M vs $36.6M est.

EPS missed by 230%
Revenue missed by 60%

Revenue still up 1952% YoY, but QoQ slowdown was brutal

Massive expectations, ugly quarter. Bulls now betting everything on future execution 🚀📡

[TET FLOW @tmlsflow]

$HIMS just posted a disaster quarter.

EPS: -$0.40 vs $0.03 est.
Revenue: $608.1M vs $616.9M est.

EPS missed by 1433% 🤯
Revenue missed by 1%

EPS down 300% YoY
Revenue up just 4% YoY

Growth story slowing down fast. Not the report bulls wanted to see.

[TET FLOW @tmlsflow]

$NET Q1 recap:

EPS $0.25 vs $0.23 (beat by 9%)
Revenue $639.8M vs $622.6M (beat by 3%)

EPS +56% YoY / -11% QoQ
Revenue +34% YoY / +4% QoQ

Another strong growth quarter for $NET, both EPS and revenue came in ahead while demand for cloud and AI infrastructure remains strong. ☁️

[TET FLOW @tmlsflow]

$AFRM Q1 recap:

EPS $0.30 vs $0.17 (beat by 76%)
Revenue $1.04B vs $995.3M (beat by 4%)

EPS +2900% YoY / -19% QoQ
Revenue +33% YoY / -7% QoQ

Monster quarter for $AFRM, huge EPS beat and strong revenue growth continue showing strength in consumer spending. 🔥

[TET FLOW @tmlsflow]

$COIN Q1 recap:

EPS -$1.49 vs $0.04 (miss by 3825%)
Revenue $1.41B vs $1.48B (miss by 5%)

EPS -721% YoY / +40% QoQ
Revenue -31% YoY / -21% QoQ

Brutal quarter for $COIN, massive EPS miss alongside declining revenue growth will likely pressure crypto-related names tomorrow. 🪙

[TET FLOW @tmlsflow]

$LYFT Q1 recap:

EPS $0.04 vs $0.07 (miss by 43%)
Revenue $1.65B vs $1.63B (beat by 1%)

EPS +300% YoY / -99% QoQ
Revenue +14% YoY / +4% QoQ

$LYFT continues showing solid revenue growth, but the sharp EPS miss and huge QoQ profitability drop could weigh on the stock short term. 🚕

[TET FLOW @tmlsflow]

$CRWV Q1 recap:

EPS -$1.40 vs -$1.20 (miss by 17%)
Revenue $2.08B vs $1.97B (beat by 5%)

EPS +6% YoY / -57% QoQ
Revenue +112% YoY / +32% QoQ

Revenue growth remains explosive for $CRWV, but the EPS miss and QoQ profitability decline could create volatility tomorrow. 🌊

[TET FLOW @tmlsflow]

$OPEN Q1 recap:

EPS -$0.18 vs -$0.10 (miss by 80%)
Revenue $720M vs $667.2M (beat by 8%)

EPS -50% YoY / +86% QoQ
Revenue -38% YoY / -2% QoQ

$OPEN delivered a solid revenue beat, but the massive EPS miss and continued YoY decline will likely pressure sentiment. 🏠

[TET FLOW @tmlsflow]

$MP Q1 recap:

EPS $0.03 vs -$0.04 (beat by 175%)
Revenue $90.6M vs $75.5M (beat by 20%)

EPS +125% YoY / -67% QoQ
Revenue +49% YoY / +72% QoQ

Huge beat across the board for $MP, revenue growth came in extremely strong and profitability surprised big. 🔥

[TET FLOW @tmlsflow]

$RKLB Q1 recap:

EPS -$0.07 vs -$0.08 (beat by 13%)
Revenue $200.3M vs $189.4M (beat by 6%)

EPS +42% YoY / +22% QoQ
Revenue +63% YoY / +12% QoQ

Massive growth quarter for $RKLB, both EPS and revenue crushed expectations while growth continues accelerating. 🚀

[TET FLOW @tmlsflow]

$TTD Q1 recap:

EPS $0.28 vs $0.32 (miss by 13%)
Revenue $688.9M vs $678.7M (beat by 1%)

EPS -15% YoY / -53% QoQ
Revenue +12% YoY / -19% QoQ

Revenue growth still solid, but EPS weakness is likely what traders will focus on tomorrow.

[TET FLOW @tmlsflow]

PICK YOUR WINNER 👀

$IREN $CRWV $RKLB $COIN $AFRM $TTD $OPEN