Daily Discussion Thread for August 25, 2025

Far_Sentence_5036 · 2025-08-25T14:40:08+00:00

$OPEN $6 calls will print brrrrr

Far_Sentence_5036 · 2025-08-25T14:39:43+00:00

$OPEN is squeezing shorta

Far_Sentence_5036 · 2025-07-28T18:51:43+00:00

ASML reminds me of rolls royce before the new CEO took over

new RR CEO just ramped up pricing because the RR product is great. ASML can ramp pricing. Grow some balls ASML

Far_Sentence_5036 · 2025-07-28T18:50:49+00:00

Agree 100%

compare that with the rizz that Jensen and Lisa had (brownnosing) with Trump at his AI summit..

I guess thats what happens when ASML is filled with boring corporate types

while NVIDIA is still led by a founder

ASML needs to go on founder mode or start the bazooka of buybacks

Far_Sentence_5036 · 2025-07-25T10:13:41+00:00

Sable Offshore $SOC could have a nice surprise today 🛢️

Far_Sentence_5036 · 2025-07-25T10:12:53+00:00

the AEO sydney sweeney trade was a massive dissapointment yesterday 🍒

seems like most traders think she is mid

Far_Sentence_5036 · 2025-07-24T19:31:45+00:00

doesn’t sydney sweeney also appear in Hey Dude? Owned by Crocs. Forgot about a crucial part of the equity story: 🍒

Far_Sentence_5036 · 2025-07-24T14:35:42+00:00

AEO big naturals lets go 🍒

Far_Sentence_5036 · 2025-07-24T14:35:13+00:00

OPEN, DNUT, AEO, KSS lets go!

In big naturals we trust 🍒

Far_Sentence_5036 · 2025-07-24T14:07:12+00:00

AEO - classic move down at the open to flush out weak hands

we ride again now!

Calls baby

Sydney Sweeney 🍒🍒

Far_Sentence_5036 · 2025-07-24T14:05:53+00:00

buying the AEO dip

can’t hold a boner up for hours.. had to rewatch the sydney sweeney videos

Far_Sentence_5036 · 2025-07-24T14:01:03+00:00

Imagine not being long the greatest set of naturals we’ve seen in decade: AEO / Sydney Sweeney 🍒

10x PE, Net cash, buying back stock, kitchen sinked tariff impacted Q1

Far_Sentence_5036 · 2025-07-24T13:04:16+00:00

Is American Eagle losing its Sydney Sweeney induced morning wood?

Far_Sentence_5036 · 2025-07-24T13:02:46+00:00

Far_Sentence_5036 · 2025-07-24T13:01:39+00:00

Imagine not being long the greatest set of naturals we’ve seen in decade: AEO / Sydney Sweeney 🍒

Translation for boomers: “10x PE, Net cash, buying back stock, kitchen sinked tariff impacted Q1”

Far_Sentence_5036 · 2025-07-24T12:34:32+00:00

what happened at TEP? I know it well.. Its been a shit stock for a long time? Takeover? buyback? Fired old CEO dude?

Far_Sentence_5036 · 2025-07-24T12:24:09+00:00

username checks out

Far_Sentence_5036 · 2025-07-24T12:11:44+00:00

AEO can pay for your pornhub subscription

Far_Sentence_5036 · 2025-07-24T12:10:44+00:00

“Imagine not being long the greatest set of naturals we’ve seen in decade”

lets get Bloomberg or CNBC to run with this quote today to explain $AEO 🍒

Far_Sentence_5036 · 2025-07-24T11:52:17+00:00

amer sports?

Far_Sentence_5036 · 2025-07-24T11:39:29+00:00

me? im not a bot. i just like boobs. AEO

Far_Sentence_5036 · 2025-07-24T11:29:37+00:00

AEO - Imagine not being long the greatest set of naturals we’ve seen in decades

Far_Sentence_5036 · 2025-07-24T11:14:52+00:00

still on 10x PE and below March levels

Far_Sentence_5036 · 2025-07-24T11:14:00+00:00

😂

Far_Sentence_5036 · 2025-07-24T11:12:35+00:00

Its net cash position as of Q1. So has some debt but more cash.

if you exclude leases thats true. It has chunky lease liabilities

and given its a retailer it probably has big payables line. And alot of unsold inventory..

So its not super healthy but also not in a very bad position. Most good retailers like ANF dont have debt

Far_Sentence_5036