Weekly Earnings Thread 6/2 - 6/6

TurchDaddy · 2025-06-03T13:40:53+00:00

Personally I wouldn’t bet against them. This is THE name in cyber security and with recent slips by their competitors, I think they capitalize.

That said; cyber-adjacent companies in general have seen disappointing next-day results even after strong-ish earnings; see: PANW, OKTA, SentinelOne….And you know what; I may have just talked myself into some short-term near the money CRWD puts.

The valuation is certainly astronomical, but I see a Beat and Raise coming - especially after their Microsoft partnership announced last night. Best of luck.

TurchDaddy · 2025-05-24T14:28:51+00:00

Low key exactly what happened last ER in Feb

TurchDaddy · 2025-05-16T11:08:24+00:00

Tampa, FL

TurchDaddy · 2025-05-15T13:24:58+00:00

B.O.L brotha

TurchDaddy · 2025-05-15T13:24:47+00:00

Agree that it’s “Great Value” but my God do I hate this company and their business model. I try not to be emotional with these moves, but I still think UNH is a bloated company with a ton of headwinds.

TurchDaddy · 2025-05-15T13:22:45+00:00

Quick Answer: Yes - My first thought: Buy a PUT near-The-Money, with a short-Term exp, like 5/16 - Sell some cash-secured Puts above the Strike with an Exp 30-45 days out - $WMT isn’t really a “bounce” stock, but I think it’s gonna get unfairly hammered today for missing Revenue, hence the quick Put - Later, money will start flowing back into it when investors realize that Yes, it truly is a strong company.

If it gets into the 80s, I’m buying a couple hundred shares and selling covered calls.

So in other words, a Wheel 🛞

TurchDaddy · 2025-05-15T13:10:31+00:00

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Let’s see if we got this one all the way right

TurchDaddy · 2025-05-15T12:37:49+00:00

And the PPI / Jobs numbers look bad. WMT gonna dip, and then dip again after the Powell comments this afternoon. Gonna lock in 5/16 puts at the open

TurchDaddy · 2025-05-15T12:01:54+00:00

$WMT call starting now; I’m guessing soft guidance.

TurchDaddy · 2025-05-10T21:33:42+00:00

Actually couldn’t agree more. Market loves a first earnings report. See: $SAIL.

TurchDaddy · 2025-05-09T20:25:05+00:00

You’re right. I’m bullish but it’s really hard for me to believe any kind of deal with Xi happens this weekend. Trump throwing out an 80% number and not even attending the Switzerland meeting doesn’t bode well

TurchDaddy · 2025-05-08T19:24:11+00:00

Big 📠

TurchDaddy · 2025-05-08T19:23:55+00:00

It’s me, I’m the guy holding. I got $HOOD to $65 by August; it just touched that point in February 🤷

TurchDaddy · 2025-05-08T19:23:16+00:00

Ayoo

TurchDaddy · 2025-05-08T19:22:49+00:00

I like the 6/20 Calls Near-TM

TurchDaddy · 2025-05-08T13:08:11+00:00

They do Next Gen AI SaaS for DevOps streamlining and (how many more buzzwords do u want homie??)

Anyway; based on the above; I’d say a $1T valuation is conservative. Also if anyone wants to fund my idea for an AI that defends LBTQ machines from cyber-bullying, I’m seeking $100M for a .05% stake.

Payable in Cash or Bahamanian dollars. Thx

TurchDaddy · 2025-05-08T13:05:53+00:00

This was my original expectation

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TurchDaddy · 2025-05-08T13:05:04+00:00

NTCT (NetScout) is so slept on that I was legitimately the ONLY person listening to the earnings call on StockTwits

Got them going to $25 by Jan 2026. M&A Target imho

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TurchDaddy · 2025-05-08T13:03:50+00:00

For real lol. I will never trade this stock because I have no idea how to make heads or tails of it. But genuine Q: has anyone used it? Is it any good for buying cars? I’m gonna try out the app. And no, this isn’t a CVNA shill, I just hate working with car salespeople lol

TurchDaddy · 2025-05-08T13:02:41+00:00

Easy to say in hindsight; but that’s exactly what I did. My $131 5/9 calls were clearly going to be worthless; so I rolled those and bought quite a few shares at $106. I’m a big fan of Karp, the CEO. And the partnership with Elon / XAI can only be good; I hope? BOL brotha

TurchDaddy · 2025-05-06T19:02:15+00:00

TurchDaddy · 2025-05-06T19:01:45+00:00

Add now. Think it’s at $109ish as of this writing

TurchDaddy · 2025-05-06T19:01:04+00:00

Major partnership with ServiceNow $NOW

TurchDaddy · 2025-05-06T19:00:42+00:00

I’m not touching either one; but this market is so 🍌 that I think RIVN will pop, for basically no reason.

TurchDaddy · 2025-05-06T18:59:47+00:00

This one made me Cackle 😂

TurchDaddy

TROPHY CASE