TwoBULLISH

TwoBULLISH

Confessions from the Desk: 10X, Black Coffee, and No Worries SolarEdge is up 20%, and my Feb 21, 2025, $20 strike call has officially 10X’d. That’s right—after weeks of my portfolio looking like a crime scene, I’ve finally hit a clean, beautiful, 10X multiplier. And today? I’m sipping my black coffee like a hedge fund manager who actually knows what they’re...

TwoBULLISH

Confessions from the Desk: Can Kim K Save Nike, or Did Nike Just Buy SKIMS? Fresh off two weeks of solid busts (both in the market and in my morale), I’ve decided to pivot—because clearly, my current trading strategy has all the accuracy of a broken Magic 8-Ball. This week, I’ve dipped my toes into consumer goods and sportswear, because if there’s one thing...

TwoBULLISH

It’s Friday, the sun is shining, and Nvidia is up. Unfortunately, I am not. Nvidia sits smugly at $137.19, while my $140 call is officially DOA—dead on arrival, with no chance of resuscitation. I’d like to say I’m surprised, but at this point, it feels like the market is just personally messing with me. To add insult to injury, my carefully curated basket of...

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Confessions from the Desk TIP LINE "The market is not rational, but your margin calls are very real." "If it’s not in the S&P 500, it’s in God’s hands." "Buy the rumor, sell the fundamentals." For NASDAQ:COIN earnings, are we thinking “to the moon” or “back to the depths of 2022”?

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And then there’s UPS. A 20% drop is not just a stock market hiccup—it’s a symptom. The logistics giant, a bellwether for commerce, is struggling under the weight of declining demand, operational cost increases, and shifting consumer behavior. The question is, who’s next? If a company as ingrained in global trade as UPS is faltering, what does that signal for the...

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MicroStrategy’s stock price typically reacts more aggressively than the price of bitcoin due to: Leverage: The company’s strategy effectively acts as a leveraged bet on bitcoin due to its financing structure. Investor Sentiment: Rising bitcoin prices boost enthusiasm for MicroStrategy’s strategy, often driving its stock price higher by a multiple of bitcoin's...

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Xylem's Growth in Q2: Resilient Demand Amid Asset Challenges Xylem Inc. raised its annual profit forecast on Tuesday after posting higher-than-expected second-quarter results, driven by robust demand for its water and wastewater treatment products. The company now anticipates an adjusted profit for 2024 between $4.18 and $4.28 per share, up from its previous...

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"Xylem's Strategic Acquisition of Evoqua Boosts Revenue by 40% - A Deep Dive into Water Technology Innovation" Xylem's acquisition of Evoqua Water Technologies for $7.5 billion, an all-stock deal, seems to be a strategic move. This acquisition was valued at $52.89 per Evoqua share, a 29% premium based on the companies' closing prices before the deal. Evoqua...

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Top 5 thoughts ----- 1. has real cash 2. has low cost debt 3. has real customers 4. serves a need 5. The quarterly results in no way corresponds to the market sell off

TwoBULLISH

Patience is a virtue #UPST banging on recovery #Happy Friday Big push on friday....is it short covering? is it more good news? lets recap this was our prior post raring2go.substack.com

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🎥 Tune In: "EchoStar's Monday Blues" - A Quarter of Resilience 📉 Discover the real story behind EchoStar's quarter, marked by a 20% share price drop. It's a rollercoaster ride, but this company is not backing down. Get insights into their financial strategy and the future they're shaping. Join us today! 🚀💼

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Restoration Hardware, with its market capitalization of $4.5 billion, has indeed made a mark in the world of interior design. Its commitment to a minimalist and stark color palette resonates well, especially with newly minted bachelors seeking sophisticated aesthetics. The departure of the largest cheerleader presents an opportunity for fresh perspectives and...

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NASDAQ:UPST Monitor for entry Picture yourself in that showroom, eyeing that sleek new Ram or Ford truck. You may work for a big corporation, or perhaps you're one of the many self-employed folks out there. And there's that finance guy, wearing a friendly smile, ready to talk numbers. When it comes to making that big purchase, financing often becomes a...

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The first Fisker Ocean rolled off the assembly line at Magna on Nov. 17, in line with expectations. Being on time is a rare feat for EV start-ups. Fisker expects to build and ship 42,000 Ocean SUVs in 2022. That's the next test for the company and the stock.

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3rd highest volume behind BITCOIN and ETH today - when this happen that last time (leading up to Elon's SNL) that breakout lasted months More to Come

TwoBULLISH

How to build when asset prices drag…to say the least 2022 has been one of the most brutal years for asset prices. The pervasive rhetoric on inflation has not created any positive momentum for any assets. Equity and Crypto markets have tumbled and much of the chaos is reminiscent of 2008. If this becomes a win then will provide the boost that the crypto market has...

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We are innately optimistic people, we fail to question assets exhibiting meteoric rises because we expect values to increase over time…yet we are aghast at downward spirals. Take for instance the “stablecoin” Terra / LUNA / UST – translated to LAND MOON and US Treasury? A strange name for an Asian crypto company that has nothing to do with Spanish words or US Treasury…

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Should this continue upward then $APRIL will be a solid month of $GAINS