Trade_Lord

Using @Blackboxstocks for all options flow
Nothing posted is a buy/sell recommendation

[Trade_Lord @TradeLord8]

@Mario89607128 November expire

[Trade_Lord @TradeLord8]

$FRMI Still has those 15 call buyers sitting in OI from mid may

[Trade_Lord @TradeLord8]

$RXRX

[Trade_Lord @TradeLord8]

$SHLS gettting hammered , also more hits into Oct

[Trade_Lord @TradeLord8]

$SHLS

[Trade_Lord @TradeLord8]

$SHLS

[Trade_Lord @TradeLord8]

$SHLS calls active now

[Trade_Lord @TradeLord8]

$SHLS calls active now

[Trade_Lord @TradeLord8]

$FIVN Calls active on pop

[Trade_Lord @TradeLord8]

$FISV

[Trade_Lord @TradeLord8]

$SEDG

[Trade_Lord @TradeLord8]

$SEDG great post here below ⬇️

[Trade_Lord @TradeLord8]

$SEDG

[Trade_Lord @TradeLord8]

$SEDG great post here below ⬇️

[peony @peonyKingOF]

$SEDG has one of the cleanest and most well documented exposures to 800V. Like $NVTS there is a $IFNNY connection. In sum, they working on an SST transformer tailored to 800V DCs. This tech is directly in their wheelhouse, do very reasonable expectations of execution. Everything was spelled out in detail about a year ago. Another interesting $NVTS parallel is shorts are egregiously off sides on this one. I imagine 800V will be a hot topin on the upcoming earnings, and perhaps that will be a moment of re-discovery and re-rating.

There is a lot more documentation, including whitepaper, and some analyst notes on this. I imagine smarter people than me will be all over the details of this over the weekend and there will be plenty to read about on monday morning, which is when I expect this thing to gap.

[peony @peonyKingOF]

$SEDG trades at ~2x sales. Whats the multiple when they have a $BE style backlog? Operating efficiency exceeding 99% in modular 2-5 mw units.

[peony @peonyKingOF]

$SEDG has one of the cleanest and most well documented exposures to 800V. Like $NVTS there is a $IFNNY connection. In sum, they working on an SST transformer tailored to 800V DCs. This tech is directly in their wheelhouse, do very reasonable expectations of execution. Everything was spelled out in detail about a year ago. Another interesting $NVTS parallel is shorts are egregiously off sides on this one. I imagine 800V will be a hot topin on the upcoming earnings, and perhaps that will be a moment of re-discovery and re-rating.

There is a lot more documentation, including whitepaper, and some analyst notes on this. I imagine smarter people than me will be all over the details of this over the weekend and there will be plenty to read about on monday morning, which is when I expect this thing to gap.

[Trade_Lord @TradeLord8]

$FRMI this 7 put writer insane size

[Trade_Lord @TradeLord8]

$FRMI flow absolutely bonkers

[Trade_Lord @TradeLord8]

$FRMI flow absolutely bonkers

[Trade_Lord @TradeLord8]

$FCEL calls starting to get active

[Trade_Lord @TradeLord8]

$INFQ

[Trade_Lord @TradeLord8]

$be

[Trade_Lord @TradeLord8]

@PersimmonTI Not sure tern confirmed yet

[Trade_Lord @TradeLord8]

$tern will they give that call buyer today a headline by Friday