$JKS what market manipulation? The price is at -9.5% so it won’t trigger SSR. I guess more pain tomorrow. But that’s ok. Friday shorts will “interpret” earnings as bad, and we will buy lots of cheap options. Get ready.
dmitry.shpak
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$JWN That was quite an bear attack! Looks similar to Dillard price action 6 months ago. Agree, any chatter about going private or dividend will send this 50% in a matter of days.
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10Y @ 1.44% lowest since February 25! Retail is gonna boom with back to office and back to school. https://www.google.com/amp/s/www.cnbc.com/amp/2021/06/09/retail-sales-to-rise-10point5percent-13point5percent-to-more-than-4point44-trillion-nrf-says.html $JWN $M $KSS $DDS
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$JWN max pain $33.50
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$JWN called wiped out, next puts. 2 hours to go
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$JWN this thing can’t go lower - lots of support 32.5-32.8
10Y is down despite Bullard’s talk (why would you give an interview with conflicting opinion a day after chair? Oh wait, Bullard is not allowed to vote on FOMC. -
$MAXN look what happened to $JKS … all those analysts (not gonna call by name) who downgraded solar so friendly Hedge Funds can load up on cheap. Here is payback to shorts.
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$DQ the best article on recent explosion. No impact on PV supply chain. That was silicon sealant production line of Hesheng which happened to be next to DQ facilities in the same industrial park. https://www.echemi.com/cms/248213.html
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$RH nice results, but listening to Gary’s earnings call monologue was pathetic. I guess a lot of billionaires still have to furnish new beach house after cruising through RH-Paris storefront and renting RH-yacht for a week kind of strange to see Buffet invested in this venture.
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$AMC Have paper profit on your call? Do you also have $ to buy out the shares? Hope folks have checking accounts with $millions to exercise today’s ITM ($40 and below) and can wait for shares to be delivered next week ... and hope price won’t fall below strike by then.
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So all those “Analysts” and pushers of China supply chain stories really wanted you to sell at 30. Nice 40% in a week or so on zero news or upgrades. Now Its time for retail crowd to buy calls - remember who gets slaughtered.
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$AMC it’s over. Was a nice ride.
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So far all analysts suggest mild upgrades in earnings - great!
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$JWN after listening ER call it’s pretty obvious expectation for “return-to-office” from analysts were 1 quarter ahead. Management did all the right things from refinancing last year bonds at historically low rates (unlike $M which is still paying 8%) to investment into multichannel sales infrastructure. I’m surprised sales are only 13% down from ‘19. Solid company. Nothing but upside from here.
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Debt redemption/re-fi added $0.41 to earnings miss. Without this charge, would be (0.64) vs expected (0.62). Beat revenue by a bit. After initial shock will go back to 37-40 range until next ER.
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A typical options day play by MM. just have to take advantage of.
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Interesting transcript, especially around questions on supply chain forced labor. Like DQ but a lot of risk if Hoshine, their main silicon powder supplier, is confirmed to use forced labor and that triggers bans from US/EU.
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Options tend to decay time is running out for Barry, so he went public again.
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