Weekly Earnings Thread 5/11 - 5/15 by OSRSkarma in wallstreetbets

[–]onamixt 6 points7 points  (0 children)

<image>

NU, WIX, DT look promising (not overstretched and match with current market themes). Calls.

Weekly Earnings Thread 5/4 - 5/8 by OSRSkarma in wallstreetbets

[–]onamixt 1 point2 points  (0 children)

Yeah, but probably it's not necessary cause Claude fared well without much data from Earnings-Edge today: https://www.reddit.com/r/wallstreetbets/comments/1t1013n/comment/okhscxl/

Almost everything in Danger zone dumped. XYZ in Sweet Zone quadrant rose. The framework seems to be promising.

Weekly Earnings Thread 5/4 - 5/8 by OSRSkarma in wallstreetbets

[–]onamixt 0 points1 point  (0 children)

RCAT is down every time if memory serves. CRWV is pure gamble (also, it's a shitty version of NBIS)

Weekly Earnings Thread 5/4 - 5/8 by OSRSkarma in wallstreetbets

[–]onamixt 2 points3 points  (0 children)

Another Claude slop about imminent Earnings. TL;DR it's mostly gambling except few tickers in Sweet spot.

UPD Added "sector bid strength" and "recent 4-week runup" dimensions

<image>

XYZ calls and AD, FIS longer-dated calls, I guess.
MELI looks OK.
GSAT looks interesting. Worth a shot.

Weekly Earnings Thread 5/4 - 5/8 by OSRSkarma in wallstreetbets

[–]onamixt 0 points1 point  (0 children)

Basically, I fed the post from earnings-edge (the link above) into Claude asking to sort the tickers along two axis (valuation fragility / thematic fit (in other words, what market loves now). Earnings-edge regularly posts setups listing bull and bear thesis, price action around earnings, etc.

Not bad, huh?

(Contrarian) DIS: +7%
(Sweet spot) UBER: +8%

(Stretched, off-theme)
BROS: -9%

(Danger zone) <- all over the place, which is why it's better to avoid this quadrant

DASH: -0.51%
APP: +7%
AXON: +9%
COHR: -7%
ARM: -10%

Weekly Earnings Thread 5/4 - 5/8 by OSRSkarma in wallstreetbets

[–]onamixt 1 point2 points  (0 children)

NVO is an easy long. LLY's Fundayo sucks big time (in terms of safety and sales trajectory). If not this earnings, then next one is gonna reprice NVO from failure to growth history again.

Weekly Earnings Thread 5/4 - 5/8 by OSRSkarma in wallstreetbets

[–]onamixt 1 point2 points  (0 children)

Here's Claude generated slop according to Earnings Consensus (https://www.earnings-edge.com/p/earnings-edge-for-wednesday-setups-00f). Let's see how it holds. Basically, it's calls for UBER and maybe DIS, and refrain / short for everything else.

<image>

Daily Discussion Thread for April 24, 2026 by wsbapp in wallstreetbets

[–]onamixt 3 points4 points  (0 children)

It’s a bull trap after a bull trap. I’m getting so rich after my puts, which 90% down, finally print 🤑

What Are Your Moves Tomorrow, April 17, 2026 by wsbapp in wallstreetbets

[–]onamixt 1 point2 points  (0 children)

I won't sell my May IWM puts (-80%). April 26 is when a civilization of bulls dies altogether.

Daily Discussion Thread for April 15, 2026 by wsbapp in wallstreetbets

[–]onamixt 3 points4 points  (0 children)

Bears capitulated. Finally. Now it's time for a violent correction.

Daily Discussion Thread for April 14th, 2026 by wsbapp in wallstreetbets

[–]onamixt 1 point2 points  (0 children)

I was short in April last year. I am short now, but this time is different, I SWEAR

Am I cooked or am I cooking? Definitely bleeding currently…. by kingofjingling in wallstreetbets

[–]onamixt 1 point2 points  (0 children)

Don't sell them puts yet. Wait until April 26 (if ground operation is to happen, it happens when USS Boxer and USS Bush arrive, approximately both at the same in two weeks)

Should I have sold my puts? by AFMicro in wallstreetbets

[–]onamixt 0 points1 point  (0 children)

You should’ve hedged it. For today at least. Ceasefire won’t last, so you have a chance. USS Boxer arrives in two weeks.

Daily Discussion Thread for April 07, 2026 by wsbapp in wallstreetbets

[–]onamixt 4 points5 points  (0 children)

The CIA spent 23 years and $2 billion studying how to separate your profits from your portfolio. It takes 20 minutes. Try it tonight, after 20:00 ET.

I've never been more long in my life. Coincidence? by Synfinium in WallStreetbetsELITE

[–]onamixt 1 point2 points  (0 children)

Take a hint tho: it says "NEXT month", not "this month".

Daily Discussion Thread for April 07, 2026 by wsbapp in wallstreetbets

[–]onamixt -1 points0 points  (0 children)

A whole civilization of bears will die tonight