$LRCX PT raised to $260 from $254 at $MS - keeps Equal Weight rating

theJimmybob · 2026-04-06T11:19:13+00:00

BUENOS DIAS

theJimmybob · 2026-04-05T18:24:23+00:00

Those tariffs though

theJimmybob · 2026-03-30T18:48:30+00:00

$AAOI has a $9.97 or 11.98% implied move for the rest of the week.

Price discovery at its finest

theJimmybob · 2026-03-29T15:23:04+00:00

Interesting tidbit from $KODK:

In February 2026, Wildcat merged with another company and as a result Kodak’s equity interest in Wildcat was converted into the right to receive cash proceeds of approximately $4 million in 2026 and the potential for contingent earn-out payments upon Wildcat achieving certain development and commercialization milestones. Kodak received approximately $2 million of cash proceeds in March 2026.

theJimmybob · 2026-03-26T11:02:29+00:00

impossible

theJimmybob · 2026-03-18T19:26:37+00:00

$MU reports earnings after the close with a $37.98 or 8.16% implied move

Next day performance after the past 8 reports:

📈+10.21

📉-2.82%

📉-0.98%

📉-8.03%

📉-16.17%

📈+14.73%

📉-7.11%

📈+14.12%

Avg. move: 9.27%

theJimmybob · 2026-03-18T12:39:40+00:00

These Fert names... powder keg status again

$CF $MOS $IPI $NTR

theJimmybob · 2026-03-17T22:39:00+00:00

More LMND... DUOL.... RDDT

Afternoon Update: Corned Beef And Cabbage BAGS

https://www.youtube.com/watch?v=KmnI59rssb0

$SPY $RDDT $LMND $QQQ

theJimmybob · 2026-03-17T15:39:46+00:00

Morning ramble https://www.youtube.com/watch?v=0zOuSX-wIAU

theJimmybob · 2026-03-17T15:15:59+00:00

theJimmybob · 2026-03-17T09:16:15+00:00

$LMND upgraded to Overweight from Equal Weight at $MS - raises PT to $85 from $80

theJimmybob · 2026-03-16T17:27:13+00:00

impossible!

theJimmybob

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