Lets go greek! (theta, delta, etc)
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Skyline Corp

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It will show you riding calls too close to the sun for 3 months and getting shot out of the sky in November on the pullback
hi. my eye! why spy cry? sigh. try fly sky high lie? bye
It's amazing how quick market opinions turn. Couple months ago NVDA was practically a religion and Adam Jensen was stock market Jesus Christ himself. GOOG was a ancient search engine dinosaur verge of extinction. Now its GOOG is seen as the 2nd coming of Christ with its better than ChatGPT AI and its TPU hardware causing Jensen to stay awake at night. Now NVDA is on the defendant seat needing to justify its sky high p/e.
Housing - Builders and Materials: ITB, QXO, DHI, LGIH Manufactured: SKY CVCO UMH ELS If portable mortgages or 40yr mortgages or lower rates hit: RKT Z COMP Look up road to housing 2025 and bessent/trump’s housing emergency declaration they floated. I think we’ll likely see a rate cut in a few days and then we need road to housing to pass the house. From there I think we’ll see the housing emergency declaration. I like manufactured housing because there is a lack of construction workers to build even if supply is incentivized. If road to housing hits it could work out very well. Unrelated but Cathie just spoke about housing potentially being a great 2026 trade https://youtu.be/S0FHyju1iRs?si=Vyg0zG-_WEyd-fka
Hell yeah, I've also full ported into MU calls and shares, I think the RAM shortage has the greatest upside, especially since NVDA and the likes has already reached sky high valuations, but why ewy though? To get exposure to Samsung or something
Disney & Comcast are down +30% - 40% im the past 5 years after massive M&A to make Disney+ (Fox) and Comcsst (Sky) more competitive Never seen a massive M&A deal in media actually help the stock and I don't see why it would play out differently for Netflix & Warner Bros
When TSLA went in the S&P at least they had pie in the sky future goals. COIN went in and it raised my eyebrow. CVNA? They've shed all decorum and this shit is degeneracy chasing like the rest of us
Im just gonna say I gambled on this piece of shit company with $1500 a few years ago, bought a brand new Shelby after it went sky high, which was a piece of shit car too, and then I sold that piece of shit car to this piece of shit company for the same price I paid for it. Carvana will always have a special place in my heart.
I wonder how this will impact Sky/Now to in the UK
It’s been a dumb bidding war for a lot of reasons, including WBD straight up telling the sky they want more money and sky just being like Nah but we really want you
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