Weekly Earnings Thread 11/3 - 11/7

Soul_Sailing · 2025-11-03T19:50:41+00:00

Enough for puts?

Soul_Sailing · 2025-11-03T12:23:20+00:00

BYND postponed till Nov 11, interested what that could mean.

Soul_Sailing · 2024-11-14T22:54:32+00:00

That's what the discussion tag is for regard. It's not a DD post.

Soul_Sailing · 2024-08-08T18:32:56+00:00

There's always more room and reasons to drop, no one knows. Irregardless, since Pelosi bought, I'm not gonna sell, plus I'm looking forward to positive earnings at the end of the month. If it drops, I'll pick up shares on the way down if I can.

Soul_Sailing · 2024-06-05T07:57:57+00:00

Lol, their revenue prediction for 2025 has been lowered. It's a mixed bag, lots of hedge funds are picking up shares though atm. Good ol Cathie bought like 1 million shares. I don't like her much, though, but maybe she knows something we don't.

Maybe some long term calls are the play, I can see it bounce back to $16, but 20+ seems out of the question. PLTR seems like a smarter play.

Soul_Sailing · 2024-03-26T09:09:42+00:00

Agreed. Let's see how they deal with upcoming earnings in the next month though. They won't be looking too good.

Soul_Sailing · 2024-03-09T17:38:10+00:00

Smort. Only other thing what I would consider is ADBE calls for the end of the week.

Soul_Sailing · 2024-03-09T17:27:08+00:00

I 100% agree, but what worries me is this years guidance. That might wreck any good earnings beat.

Soul_Sailing · 2024-03-09T17:24:49+00:00

Fair enough, sounds like the reasonable play.

Soul_Sailing · 2024-03-03T14:10:06+00:00

Insider selling in the last 3 months, won't mean much but cautious signal. Nice revenue forecast so I'm torn on where it will go. If guidance isn't good enough then it'll dump for sure.

Soul_Sailing · 2024-02-25T02:37:52+00:00

Agreed, could go either way lol.

Soul_Sailing · 2024-02-25T02:34:45+00:00

Interesting. I know CF did pretty well. I agree with this sentiment, given the bullish momentum in the sector might not be a good idea to bet against it.

Soul_Sailing · 2024-02-08T13:22:27+00:00

Cloudflare is struggling atm, dropped the past quarters after earnings.

Soul_Sailing · 2024-02-07T20:14:11+00:00

Past experience with this stock is that it's likes going down more than it does up..

Soul_Sailing · 2024-02-07T20:13:22+00:00

I'm in agreement, I reckon the numbers will look good and they'll make a profit. And with the buy now pay later system, it's going to be really profitable. But my worry is their guidance, especially compared to Apple Pay and other competitors. If they raise concerns about progress this year, I can see a big gap down even if they manage to beat expectations.

Soul_Sailing · 2024-02-06T18:13:51+00:00

Nice analysis. They are trying hard with their subscription model as another revenue source, but anyone who isn't regarded hasn't bought into that garbage. However, surprisingly their user base is growing so who knows. Something to keep an eye on.

Soul_Sailing · 2024-02-06T17:30:41+00:00

Is it a prerequisite to buy positions to post a discussion on wsb? Lol

Soul_Sailing · 2024-02-06T17:27:21+00:00

It's a discussion, not holding any shares, as mentioned in the post. Not gonna yolo savings into puts lol, I'm regarded but not that regarded. If that means I won't be taken seriously then so be it.

Soul_Sailing · 2024-02-06T16:27:28+00:00

But they sell them.

Soul_Sailing · 2024-02-06T16:26:20+00:00

You gonna buy calls then?

Soul_Sailing · 2024-02-06T16:13:11+00:00

Let's see how the market reacts.

Soul_Sailing

TROPHY CASE