JimS 6:08 AM

Good Morning all ……. 6:10

/ ES 3361 up 6:10

Vix 14.93 6:11

/ CL 50.31

Wood Boat Jim 6:12 AM Looks to be an interesting day .. morning all

JimS 6:13 AM GM Jim

JimS 6:18 AM Mastercard and NetsUnion JV Approved to Prepare for Domestic Operations in China

6:18 MA

Lippy1m 6:20 AM

Morning All � � tastes good

JimS 6:26 AM GM Matt,

len 6:41 AM

Good morning Matt, Jim and everyone �

aztecs99 6:52 AM good am all

DTS 6:52 AM Good morning

JimS 6:52 AM GM len

6:52 Yo Bob, David .. gm

Christopher 6:57 AM GM Bob, Dave, Jim, Len and Matt,

JimS 6:57 AM UAA ouch

Cynthia 7:01 AM

Hi Jim, Jim, Matt, Len, Bob, David and Christopher.

JimS 7:05 AM GM Cynthia .. Christopher...

1

Christopher 7:06 AM GM Cynthia,

1

len 7:07 AM Gm Cynthia, Bob, Christopher, Dave, LA, Glenn, Sri, Keri and everyone

1

aztecs99 7:08 AM today is ANOTHER GREAT day to do some selling

5 1

aztecs99 7:13 AM guide up for MLM

JayMartin 7:24 AM Good Day all

Sri 7:30 AM

gm JimS, JimB, Matt, Len, Bob, David, CB, Cynthia, Jay, Dave, and team!

(edited)

1

JimS 7:32 AM follow thru ROKU early

Brian B 7:32 AM GM all

John H 7:32 AM 'Early Morning Bob'

1

Brian B 7:33 AM Sixty-seven percent of the S&P 500’s year-to-date returns come from just four names:* Microsoft: 28% * Apple: 15% * Amazon: 13% * Google: 11%(via @DataTrekMB)

7:33 sheesh

aztecs99 7:38 AM

lots of

1

Ricky M 7:45 AM gm

Julie 8:06 AM GM ALL

aztecs99 8:06 AM hola Julie!!!

Julie 8:07 AM hi hi

Sam 8:07 AM Good Morning

aztecs99 8:08 AM good stuff here by Larry T

8:08 https://twitter.com/LMT978/status/1227004370392358913

Larry Tentarelli @LMT978 Shanghai $SSEC up 6 days in a row since that market re- opened. The Consensus was gloom & doom and much lower. Anyone who faded the two down opens has done very well. https://twitter.com/LMT978/status/1224176161963626496https://pbs.twimg.com/media/EQcxpdlWAAAM-WL.png

Twitter | Yesterday at 6:00 PM(53 kB) https://pbs.twimg.com/media/EQcxpdlWAAAM-WL.png

Larry Tentarelli @LMT978

If anyone can recall the last time markets kept going lower after massive Central Bank intervention I’d be curious to know when it was. #PBOC. Don’t bet against Central Banks.

Twitter | Feb 2nd Only visible to you

Slackbot 8:08 AM Ok, I won't ask you again. If you'd like to learn more about connecting your other tools and services with Slack, please visit our App Directory!

aztecs99 8:09 AM image.png

DAttardi 8:10 AM >News RNG - RingCentral price target raised to $250 from $210 at Oppenheimer

Mahesh 8:13 AM Morning all

aztecs99 8:13 AM good am Mahesh

Gary F 8:13 AM good morning

Glenn 8:14 AM

Good Morning Bob and All Awesome EO Traders

3 2

Mahesh 8:14 AM Morning Bob!

LeeAnn 8:15 AM Good morning room. Updated ROKU chart. Still in a downtrend, but could be a good ER lotto (Bob's idea). If it reports well (Thursday AMC), lots of possibilities to the upside. Several clusters of resistance to see. image.png

3

DAttardi 8:18 AM tmus/S saga my finally be over.. cue the twtrsphere from the cherry picking flow jockies

Justin S 8:20 AM Morning all

1

RichK23 8:26 AM Good Tuesday morning everyone!!!

DAttardi 8:27 AM >News CRM - Salesforce price target raised to $225 from $216 at Morgan Stanle

New_Years_Noel 8:27 AM Good morning to all

emajka 8:27 AM Morgan Stanley raises Salesforce's (NYSE:CRM) target from $216 to $225

Billy 8:28 AM Morning folks, let's get some more cheddar today

Kevin M 8:28 AM CRWD looks to be taking off this morning so far

Billy 8:29 AM Awesome Kevin

Gary F 8:29 AM most people here (S headquarter's area) thought the S/TMUS merger is going to need to return to or be repriced back to the initial 9:1 ratio to get stockholder approval....it looks like it got close to that ratio after hours yesterday. At some point soon they should start moving in tandem.

2

TJ3 8:30 AM good am Bob,Dave,All

LeeAnn 8:32 AM NVDA is Thursday AMC. Weekly chart here: image.png

2

KC 8:35 AM nvda nice chart

1

emajka 8:40 AM CRWD gapping up

1

DTS 8:41 AM Could this finally be the b/o ?

emajka 8:42 AM Seattle Genetics target raised to $165 from $126 at Goldman

8:43 $FB DG Sell @ Pivotal $ITCI Raised to $40 at RBC $BURL Raised to $252 at RBC $RAPT Raised to $44 at UBS $MDLZ Raised to $65 at Buckingham

$GLUU Raised to $8 at SunTrust $CRWD Buy @ DA Davidson $75

8:44 Apple’s main iPhone maker Foxconn got the green light on Monday to reopen two major plants in China. Foxconn has also built production lines in the southern province of Guangdong to make face masks

DAttardi 8:46 AM >News RNG - RingCentral price target raised to $250 from $175 at Craig-Hallum

8:46 >News AMD - AMD price target raised to $63 from $53 at RBC Capita

emajka 8:50 AM Pivotal Research Downgrades Facebook (FB) to Sell, $180 PT

Sal 8:53 AM Morning all

8:53 Appreciate all the updates and news

emajka 8:54 AM (NVDA) PT Raised to $290 at Wells Fargo

John H 8:57 AM average dueling FB up/downgrades 235 (edited)

2

Keri 8:58 AM

good morning

3

Kingpin 9:00 AM AN Beat EPS forecasts by 16 cents (1.31 vs 1.15) on inline revenues. BURL Raised EPS and sales guidance ahead of consensus forecasts. CRL Beat EPS forecasts by 18 cents (2.01 vs 1.83) on inline revenues; raised guidance. DVA Beat EPS forecasts by 20 cents (1.86 vs 1.66) on inline revenues; raised EPS guidance. EEFT Beat EPS forecasts by 2 cents (1.63 vs 1.61) on weaker revenues; lowered guidance. ELY Missed EPS forecasts by 3 cents (-0.26 vs -0.23) on stronger revenues; lowered guidance. GT Missed EPS forecasts by 34 cents (0.19 vs 0.53) on weaker sales; sees 'challenging' market. HAS Beat EPS forecasts by 32 cents (1.24 vs 0.92) on weaker revenues. HLT Beat EPS forecasts by 4 cents (1.00 vs 0.96) on inline revenues; lowered guidance. MAS Beat EPS forecasts by 1 cent (0.54 vs 0.53) on inline revenues; lowered guidance. MELI Missed EPS forecasts by 29 cents -1.11 vs -0.82) on stronger revenues. MLM Missed EPS forecasts by 12 cents (2.09 vs 2.21) on inline revenues; guided inline. OMC Beat EPS forecasts by 4 cents (1.89 vs 1.85) on stronger revenues. RNG Beat EPS forecasts by 1 cent (0.22 vs 0.21) on stronger revenues; raised sales guidance. SEE Beat EPS forecasts by 3 cents (0.78 vs 0.75) on inline revenues; lowered guidance. UAA Reported inline EPS (0.10) on weaker revenues; lowered guidance. USFD Beat EPS forecasts by 1 cent (0.66 vs 0.65) on weaker revenues; raised guidance. WORK Issues statement neither confirming or denying report that IBM is expanding usage. XPO Beat EPS forecasts by 11 cents (1.12 vs 1.01) on weaker revenues

2

Neal 9:01 AM Good Morning Everyone

LeeAnn 9:02 AM Like that DVA and CRL today.

9:02 Both CRL and DVA have nice charts. I like CRL's better though

2

aztecs99 9:03 AM nice on crl

DAttardi 9:08 AM http://www.j3sg.com/Reports/Stock-Insider/Generate.php?DV=yes&tickerLookUp=PKD

j3sg.com PKD : Insider Transactions for Parker Drilling Co | J3SG Free Insider Trading Data, Charts, Power Searches, Industry Analysis, Daily & Weekly Ten Buys & Sells and More, all For Free

John H 9:13 AM CRSP on the move up

Justin S 9:17 AM I like that one John

Keri 9:17 AM market order on open bye bye UAA / remember when but those days are long gone, sad

New_Years_Noel 9:20 AM Yes, Keri, I'm from Baltimore, UAA is big news here.

2

Nick5 9:21 AM good morning All!

The picture can't be displayed.

1

aztecs99 9:22 AM hola Nick

Keri 9:22 AM nice job on RNG, Bob. Will try for Mar 230c this morn

aztecs99 9:22 AM ty ty

Masoom 9:23 AM Good Morning Bob and All

1

R1506 9:24 AM GM Everyone! Happy $$ day!!

4

aztecs99 9:24 AM that RNG is a good one

5 3 2

MarkB 9:25 AM

Good morning everyone

2

Kevdog 9:25 AM Morning, morning all!

2

aztecs99 9:26 AM kb

9:26 good am Mark

emajka 9:28 AM IQ gapping

Nicolette 9:29 AM good morning

aztecs99 9:29 AM hola Nic

9:29 okay everyone.....get ready to rumble here!!!

9:31 sold some TTD feb 300 calls at 12, in at 5.75

9:32 added some LOW mar 120 calls at 5.5

emajka 9:32 AM LK

Mose 9:33 AM hit leader

9:33 with JD

9:34 love the one you are with

aztecs99 9:34 AM added a few ROKU feb monthly 150 calls....small, still on mar 150's

2

Vedula 9:35 AM Good morning all

emajka 9:35 AM Barron's@barronsonline · 26sSanofi and Regeneron’s New Drug Could Be a Blockbuster, Analyst Says

aztecs99 9:35 AM sold a few cmg mar 900's at 25, in at 17.8

3

Nicolette 9:35 AM

@Keri AMT

2

John H 9:37 AM added some FB 205 Mar. I am really .. down 5

aztecs99 9:37 AM sold a few splk mar 160 t 15.8, in at 7.7

2

emajka 9:37 AM LULU February $260 calls trading 3000X

aztecs99 9:38 AM sold a few ulta 290 mar callsa t 19, in at 12

3 9:38

TODAY IS A GREAT DAY TO DO SOME SELLING....WHO'S WITH ME?

Billy 9:38 AM

2

Kingpin 9:38 AM

msft lost yday high......

aztecs99 9:38 AM move those feet

2 9:39

whoops....couch 9:39

sold a 1500 mar googl at 47, in at 15

4 9:39

bam!! 9:40

on more roku feb 150 9:41

sold some vrtx feb 230 at 16, in at 7.38

LeeAnn 9:42 AM Bought SBUX April 87.50 @ 3.18 V March 205 @ 5.54 DVA April 85 @ 4.00

aztecs99 9:43 AM nice !!

9:43 on some of those V too....rolled from feb to mar 205

LeeAnn 9:43 AM Riskier here - bought this Friday's BKNG 1900 @ 21.00 Likely a day trade.

aztecs99 9:44 AM added some MORE LOW

John H 9:44 AM sold ROKU Mar 130 in 12.79 out 19.38

9:44 rolling up later

aztecs99 9:45 AM nice John

John H 9:46 AM sold CMG 860 Mar in 38 out 50.20

3

emajka 9:46 AM TSM 1500 March 60C bought up to 1.3

JimS 9:46 AM bto GOOGL mar1520, bto amzn mar 2150

LeeAnn 9:47 AM Bought 2 ER names but may not hold them through ER NVDA March 265 @ 14.70 ROKU Feb 138 @ 12.00 (I probably will turn this into a lotto)

aztecs99 9:47 AM sold some amzn 2150 at 70, in at 58

9:47 rolled up to 2170 at 59

JimS 9:47 AM qcom nice

LeeAnn 9:48 AM Cut my spy puts from yesterday. I'll roll them up (and not new money) later today -- remember it's just insurance, that's all

aztecs99 9:48 AM yes, LA mentioned the QCOM

1

emajka 9:48 AM CRWD REPEAT BUYING OFF THE UPGRADE

JimS 9:48 AM peeled some amd mar55

aztecs99 9:48 AM 1981 IQ Jun20 30.0 Calls $1.57 (FT Theo=1.55) ASK bullish, think eric mentioned yest

John H 9:48 AM sold SHOP Mar 500 in 24.79 out 35.20

Kingpin 9:48 AM SPCE another ath

John H 9:49 AM Nice SPCE

2

LeeAnn 9:49 AM Added GOOGL Feb 14 1510 (13.50) and AMZN Feb 21 2190 calls this am too (23.33)

Vedula 9:49 AM commons up 50% since started

emajka 9:49 AM CRWD testing fib level

Vedula 9:50 AM spce

TJ3 9:50 AM TER

aztecs99 9:50 AM sold some abbv mar 92.5 at 5, in at 2.26 last fr

LeeAnn 9:50 AM AMZN needs through 2152-ish and then 2170-ish.

1

aztecs99 9:51 AM nice on KLAC here, added more 170 mar calls here

John H 9:51 AM more BYND Feb28 119

aztecs99 9:51 AM down on the 185's

LeeAnn 9:52 AM My CRL order got filled - March 170 @ 5.50. Starter spot. I think it may come down more.

aztecs99 9:52 AM sold some nxpi mar 130 at 8.9, in at 5

emajka 9:52 AM CREE with 1200 June $50 calls bought

aztecs99 9:52 AM sold some more LITE mar 80 at 12.2, in at 5.38

9 9:52

bam!!

John H 9:53 AM uber nice

New_Years_Noel 9:53 AM STC MSFT call butterfly 187.5/192.5/197.5 this week, in .66/out 1.11

1

aztecs99 9:53 AM nice one noel

New_Years_Noel 9:53 AM thx Bob

aztecs99 9:54 AM sold some RNG 220 at 12, in at 5.81

7

John H 9:54 AM more DIS 145

9:54 APR

Glenn 9:55 AM STC CSCO Apr-17-20 50 Calls @ 1.58 / 1.10 //// holding another spot / TY BobSTC GOOGL Mar-20-20 1500 Calls @ 53.90 / 43.83 /// TY LA //// third roll BTO GOOGL Apr-17-20 1530 Calls @ 48.40

STO GOOGL Feb-28-20 1580 Calls @ 5.50STC TTD Feb-21-20 310 Calls @ 6.50 / 6.46 ////// plus one very nice roll BTO more V Mar-20-20 205 Calls @ 5.65

aztecs99 9:55 AM sold some more GOOGL feb 1500 at 35, in at 19.9

3

LeeAnn 9:55 AM Sold teh remainder of MCK March 155 - in @ 6.54 and out @ 10.90. Going higher, but I've been trying to get that filled for 2 days.

4

JimS 9:55 AM sold some googl here also

9:55 nice on LOW Bob

DAttardi 9:56 AM kzr moah...

emajka 9:58 AM SNAP Jan calls trading in decent size

New_Years_Noel 9:58 AM BTO MSFT call butterfly 190/195/200 this week at .80

emajka 9:58 AM SNAP Jan-22 35 Call Buyers +10k for $1.45-1.49

9:59 *SPLUNK APPEARS TO HAVE WON A LARGE MULTI-YEAR DOD CONTRACT: RBC

John H 9:59 AM added AMAT Mar 62.5 have 65 APR

Justin S 9:59 AM MSFT pretty weak this am

2

Keri 9:59 AM BCLI converted my options to commons, ty Dave (company working on ALS)

Justin S 10:00 AM Utes pretty strong

aztecs99 10:00 AM amzn ripper

2

emajka 10:00 AM MSFT maybe shrt here'

10:00 overbought

10:01 extended

Vedula 10:01 AM Closed AMZN 2190 for quick 10% Feb 21st From LA. Tq LA

10:01 only trade so far

Gary F 10:02 AM wynn moving

John H 10:02 AM sold some NFLX 365 Mar in 18.20 out 22.90

10:02

Yes Bob AMZN

DAttardi 10:03 AM those nflx feb 400c bot again

1 10:03

the oi went back up by 3.7k yest

New_Years_Noel 10:03 AM STC SPY 365/368 call vertical, this week in 1.11/out 1.70

John H 10:04 AM sold some AMZN Feb 28 2045 in 64.60 out 127 ... Almost 2X'er

6

aztecs99 10:05 AM SWEET!!!

10:05 en fuego, john

Kevdog 10:05 AM XLNX finally getting some support?

LeeAnn 10:05 AM Added some NFLX Feb 380 off the flow Dave mentioned. In @ 7.70. I have 370's as well, and I'll sell those today

John H 10:06 AM Thank you Bob

Kingpin 10:06 AM 200w ma, and the ol 2000' tech bubble highs. @Kevdog

DAttardi 10:07 AM peeld some run 2.3, in 1.25.. rollup

aztecs99 10:07 AM KEEP DOING SOME SELLING....JUST A REMINDER...

10:08 IF YOU CAN'T FIND THE SELL BUTTON, TELL ME...I WILL SHOW YOU WHERE IT'S AT

1 1

John H 10:08 AM sold some GOOGL 1465 Mar in 60.62 out 80

aztecs99 10:08 AM fab on the google

RichK23 10:09 AM STC ROKU Feb 21 '20 $132 C in 7.1 / out 15

4 2

Sri 10:09 AM LRCX: stc Mar 325c@14.2/10.8 -- thanks a lot, LA! (Bob showed me the [Sell] button, so i sold) (edited)

4

John H 10:10 AM sold more AMZN this one Mar 2030 on 72.92 out 157

2 1

Billy 10:10 AM I've just closed about 10 positions all for nice profits. Cheddar today baby

2

emajka 10:10 AM Nice John

aztecs99 10:11 AM sold some googl 1520's at 44, in at 28

9

Kevdog 10:11 AM Chedder baby, Billy! Way to play!

Billy 10:13 AM Thank you thank you

aztecs99 10:13 AM sold some abbv may 90 calls at 8.5, in at 4.75

1

TJ3 10:13 AM No Profit til You Book em Dano and Dana

Nick5 10:13 AM REGN

John H 10:14 AM added to FB 205 Mar, really this thing was way over done, second add today

LeeAnn 10:14 AM If you're not in DVA, I may wait a minute: image.png

John H 10:14 AM Nice Nick

Sri 10:14 AM RNG: stc Feb 215c@14.2/5.8 avg -- thanks Bob !!

3 2

Nick5 10:15 AM Bob's 400 calls from yesterday re on fire

aztecs99 10:15 AM regn yes

Glenn 10:15 AM STC SPCE Apr-17-20 20 Calls @ 4.20 / 2.90 ////TY Bob / third profitable roll BTO SPCE Apr-17-20 22 Calls @ 3.40

aztecs99 10:15 AM roku ripper

2

R1506 10:16 AM sold some 12.9

R1506 More EQIX 8 Posted in #eochat | Feb 6th | View message

Blueace Buckeye 10:16 AM I was in DVA nw 85s at $1.80....out at $4.50

DAttardi 10:16 AM 334x more feb 400c bot

Ricky M 10:16 AM LA that ROKU chart really was great. Thks

1

New_Years_Noel 10:16 AM STC INTC Mar 67.5 in 1.42/out 1.97, Thx Bob

DAttardi 10:16 AM mkt internals strong

Keri 10:17 AM bto NVDA Feb 280c @ 6.9 (e/r lotto ... holding others)

JimS 10:18 AM bto nflx Feb21 400.. (small).. 2wk lotto

New_Years_Noel 10:18 AM BTO TWTR Mar 37/40 call vertical at .74

John H 10:19 AM added a new strike AMZN 2055 Mar

DAttardi 10:19 AM mo vpoc 44

JimS 10:21 AM regn

Christopher 10:22 AM Interesting Jim Cramer take on SPG/TCO posted this morning. He also makes an analogy to fossil fuel companies.

10:22 Jim Cramer: Why Simon Property's Taubman Centers Buy Is So Important This is a statement buy that is changing the shopping mall narrative, and we need to see one in oil and gas next.By JIM CRAMER Feb 11, 2020 | 07:14 AM ESTStocks quotes in this article: TCO, SPG, AAPL, M, SHLD, JCP, AMZN At last a statement buy. I'm talking about Simon Property Group's (SPG) take out of Taubman Centers (TCO) , the premier shopping mall in the country, for $52.50 in cash per share, a 51% premium. That's a monster bid, one that's generous to a fault, one that gives the Taubman family a different kind of stake that allows them to participate in the upside but still allows for a partnership that eliminates the large public costs that weigh down any enterprise. Rather incredibly, despite the generosity of the terms, Taubman's stock is trading nicely above this bountiful bid, for whatever reason, perhaps because there are shareholders who want even more -- perhaps, highly unlikely, there's another bidder lurking.

I have no idea of what's behind that premium to Simon's colossal premium to the standalone operation, but perhaps it's a recognition of just how cheap this group has become. It is staggering to think how cheap Taubman's equity has become, given that it is still trading at 5% yield even after the Simon merger. Why do I call this a statement buy? Because when you listen to the conference call on the merger, you will hear the dean of real estate value, David Simon, talk about how he can fund the deal, as he says "without ever going to third party financing." More importantly, he's not giving away his previous equity down here. "If you look at a multiple of earnings, EBITDA, Net Asset Value, any metrics you want, where we are undervalued and I have no desire to issue stock at this time," Simon said. That's a staggering indictment of the market's inability to judge how to value Simon's stock, coupled with a way of investment -- the REIT index -- that seems to equate the good with the bad, and Simon is definitely part of the good. What makes me say that? Because Simon has paid $33 billion in distributions as a public company and you can't do that unless you have a real good handle on your financials. Taubman is largely a collection of the finest malls. I have one literally down the block from me that I can walk to, The Mall at Short Hills, and while there has been turnover at the mall and it has a Neiman Marcus as an anchor, a suspect tenant because of all the debt on the company, it's still a destination worth going to, with a fabulous set of high end foreign specialty stores and the best Apple (AAPL) retail outlet I have ever been to, and I have been to a dozen of them. That said, I think these entities get valued by their lowest common denominator: four JC Penneys (JCP) , three Sears (SHLD) , three Lord & Taylors and four Macy's (M) -- and all of these are places that would be viewed as an opportunity to short one or both REITs. I think you do so at your own peril, as Simon says they will have replacements for these stores that are "really fantastic." It's pretty clear that Simon has something big up his sleeve because he was able to capture Forever 21 in bankruptcy along with Brookfield Property Partners and Authentic Brands for $81 million. Authentic likes brand value, and it must see it in Forever 21 -- and Simon and Brookfield could stand to make a lot of money if they can lease these spaces for much more than they would have gotten from Forever 21. Now put these both together and you can see a picture of a determined, smart real estate deacon who thinks his stock is too low despite the perils of brick and mortar in an Amazon (AMZN) world and has an alternative to the stores that are closing that is more lucrative than current contracts and will allow for further boosts in distributions. Why is this so important? Because there is another group that is rife for similar consolidation: oil and gas. While the multiple of these stocks has collapsed because of the ETFs that are easily shorted and the anti-fossil-fuel divestment movement, it is time for a David Simon of the oil patch to stand up and make a statement buy. The longer we don't get one, the more likely that these are correct prices, so different from what Simon sees. It's this capacity in an era of a triumphal presidential reign of the most pro-fossil-fuel leader on earth, that has given this group one last breath. Will someone stand up and play Simple Simon? The clock is ticking, the bell is tolling, tolling for the entire oil and gas group. Now is anyone listening? Get an email alert each time I write an article for Real Money. Click the "+Follow" next to my byline to this article.

Keri 10:22 AM yeah, that was an interesting comparison, Christopher

1 10:23

ROKU nut trade: bto Apr 170c @ 7.5

DAttardi 10:23 AM CB, JPM out w/ a note yest on MAC.. based on the prem paid for TCO , values MAC ~41.5 fwiw

2

LeeAnn 10:23 AM That's a good read, CB. The shopping center consolidation and oil consolidation is an interesting comparison, like Keri said.

aztecs99 10:23 AM sold some amzn 2130 for fri at 48, in yest at 21

7

DAttardi 10:24 AM insiders on MAC,, i sit and wait w/ common

LeeAnn 10:24 AM I'll join you in the waiting room, Dave.

Kingpin 10:25 AM below 200d? but the divd....

Keri 10:25 AM bto more NVDA Mar 280c @ 10.5

DAttardi 10:25 AM vix mch10 21c bto 14k+

John H 10:25 AM sold more GOOGL 1465 Mar in 65.66 out 82 (edited)

Vedula 10:25 AM Exited All Amazns. Again another day of AMZN.

LeeAnn 10:26 AM Sold AMZN Feb 2150 - up 55%. Getting near that 2170-ish level so I'm taking some off. Still have 1 near term and 1 longer dated spot

aztecs99 10:26 AM sold some mar 2100 amzn at 114, in at 39 last week!! bam!!

5

Christopher 10:26 AM Thx, Dave. I think they may be a little high on valuation for MAC, as their metrics are not as good as TCO, nonetheless, it's the last pure play high quality A mall portfolio out there, and as such if consolidation continues, it would stand to reason it's worth more than the +/- $26 per share its trading at now, and goes ex dividend on 2/20 paying more than 11 % annually. I think it's also still down more than -40 percent in the last 52 weeks, even after the recent rise.

John H 10:27 AM sold more ASMZN feb 2050 in 66.61 out 131

4

aztecs99 10:27 AM beauty John

LeeAnn 10:27 AM CB, what do you think of RPT?

slightly less Silent Cal 10:27 AM Nice on bidu... @R1506 called it last thursday... this week 135s better lotto than the one day ones. I bow to your lotto knowledge

1

DAttardi 10:28 AM tnx for yr analysis CB

R1506 10:28 AM ha, time is the angel and devil

LeeAnn 10:28 AM Sold NFLX Feb 370 - up 24%

DAttardi 10:28 AM dis apr 155c bot 4118x

Keri 10:29 AM stc GOOGL this week 1495c 12.3 / 36

4

aztecs99 10:29 AM added a 2200 amzn call for feb 21st at 27

New_Years_Noel 10:29 AM nice Keri

1

DAttardi 10:29 AM mpc mch 60c just lit up

aztecs99 10:30 AM sold mar 2150 amzn at 85, in at 60 (edited)

10:30 rolled up to mar 2200

slightly less Silent Cal 10:30 AM Deep https://explosiveoptions.slack.com/archives/C9C9RC5AB/p1581434915431100

R1506 ha, time is the angel and devil Posted in #eochat | Today at 10:28 AM | View message

10:30 Bob and others killing amzn

Keri 10:30 AM stc AMZN Feb 2200c 12/ 28

2

Christopher 10:31 AM Its an open air portfolio and less than 50 centers and about 12M sf. Their metrics have been good, but the current share price would seem to already reflect that. It wouldn't be m first choice. I am a lot more bullish on SPG (really apples and oranges comparison other than they are both REIT's) for yield, and growth at these depressed levels and the consistency of their performance quarter after quarter and year after year.

LeeAnn CB, what do you think of RPT? Posted in #eochat | Today at 10:27 AM | View message

LeeAnn 10:31 AM https://twitter.com/ewhispers/status/1227252412471300096?s=12

Earnings Whispers @eWhispers #earnings after the close todayhttp://eps.sh/cal$LYFT $EXAS $AKAM $LSCC $WU $DENN $NMIH $NSP $BXMT $AIZ $ISR $PVG $DIOD $VNOM $KRNT $NCR $ACGL $PRI $REXR $UDR $AZRE $ACCO $GTIM $ATEN $PEAK $FSP $DCP $CNO $VREX $AMCR $CPSI $ELMD $AAT $WTRE $TGH $DEI $BIOX https://pbs.twimg.com/media/EQgTkCAXsAMXKyW.jpg

Twitter | Today at 10:25 AM(205 kB) https://pbs.twimg.com/media/EQgTkCAXsAMXKyW.jpg

aztecs99 10:32 AM sold some splk mar 160 at 14.7, in at 7.8

10:32

rolled up to mar 170 at 8.8

2

Sri 10:33 AM BKNG: bto nw 2000c@4.5 (small)

aztecs99 10:34 AM huge call out on CRL earlier, LeeAnn

3 2 1 10:35

added some oct 12 GE calls at 1.89

Keri 10:35 AM @R1506 ty so much for advising last wk ROKU might run into earnings. Have a nice profit now and will trim

3 1

Sri 10:36 AM AMZN: followed Bob on nw 2200c@27.75

aztecs99 10:36 AM nice on REGN

1

John H 10:36 AM sold TWLO feb ME 120 in 4.73 out 8.20

LeeAnn 10:38 AM Sold GOOGL Feb 14 1510 from this morning - up 65% (edited)

8

aztecs99 10:39 AM sold some pypl apr 110 at 12, in at 5.7

3 10:41

small add here on DXCM mar 250 at 12.8

JimS 10:41 AM stc amzn mar2150 from earlier.

aztecs99 10:41 AM whoops...in the couch

10:41 sold some feb 1500 googl at 38, in at 6.9!!

9 10:41

whopper

6

Kevdog 10:42 AM Sweet Bob!!

John H 10:42 AM

sold more NFLX 365 Mar in18.22 out 23

1 10:42

Beauty, Bob 10:43

AMZN wants 2200

DAttardi 10:43 AM ccj jun 10c bto 1977x

slightly less Silent Cal 10:43 AM Took off partial ddog position. Up 3

John H 10:44 AM Nice Josh

aztecs99 10:45 AM terrific Josh

10:47 sold some GE jan 10's at 3.5, in at 2.31

10:47 nice gainer, rolled up to jan 13

10:47 sorry, jan 12

10:48 sold some nflx mar 370 callsa t 20, in at 11.88

1 2

Sri 10:48 AM AMZN: stc nw 2200c@30.35/27.75 (late post) -- thanks Bob!!

1

Keri 10:49 AM @aztecs99 you're rolling up your GE Leaps?

aztecs99 10:49 AM y

1

Sri 10:49 AM QRVO: back in Mar 110c@4.76 (maybe this semi will awaken from the recent dead?)

1 1 1

aztecs99 10:49 AM 50% gainer and rolling up

Keri 10:49 AM stc NVDA Mar 255c 10.5 / 25

5

aztecs99 10:51 AM sold more splk here and rolled up...out of mar 165 into mar 175 for a 6 dollar credit! fat

10:51 wow on nvda, Keri

3

JimS 10:51 AM "nothing goes straight up" .. nice Bob..

aztecs99 10:51 AM ty ty

LeeAnn 10:52 AM Sold: LITE March 90 - up 32% SRPT march 120 - up 20% GE Aug 12 - up 10% (still have Jan 10) Sold PAYC - down 21% (needs above 300.50 ish)

4 1

Gary F 10:53 AM those jan22 35 calls on snap now up to 46,000 + volume. lots are following that trade.

Sri 10:54 AM

CAT: nhod -- has the infra bill been passed? 10:55

HLT: what resilience after e/r selloff this morning

RichK23 10:57 AM

STC ROKU Feb 21 '20 $140 C in 5.25 / out 12.3

Glenn 10:57 AM No Jinx, but noticed a fancy white BMW at the dealership a few days ago ///// Thinking three

white cars might be too much //// Thank you Bob and ALL

AWESOME EO Traders.

1 4 1

John H 10:57 AM added some WDAY 200 Mar

Sri 10:59 AM ESTC: stc Mar 80c@2.85/2.25

aztecs99 10:59 AM fab Glenn!!!

DAttardi 10:59 AM mo mch 47.5c bto 10k..tied

John H 11:00 AM Eric, thinking it was you, I added QCOM yesterday based on a post, Ripper

DAttardi 11:00 AM >Market Color MPC - Bullish option flow detected in Marathon Petroleum (55.79 +0.72) with 21,167 calls trading (4x expected) and implied vol increasing over 1 point to 34.34%. Mar $60 Calls and Feb $57 Calls are the most active options, with total volume in those strikes near 18,100 contracts. The Put/Call Ratio is 0.08. Earnings are expected on 05/06.

John H 11:06 AM sold some GOOGL 1490 mar in 48.19 out 66.60

5

Nicolette 11:06 AM

@Keri NVDA nice trade!

4

DAttardi 11:07 AM peeled few agrx jun 5c @ 1.45, in .70..

5

aztecs99 11:07 AM nice work TAKING STUFF DOWN gang!

8

Keri 11:09 AM that AMT is a monster today

1

aztecs99 11:09 AM sure is

DAttardi 11:09 AM stor mch 40p bto 1207x

R1506 11:15 AM BTO 1.45

emajka CL block of 3000 August $82.5 calls opens late $1.81 Posted in #eochat | Yesterday at 3:57 PM | View message

11:16 BTO CL May 77.5 2.14

Keri 11:23 AM opened a small short position in PTON Apr 25P @ 1.9

aztecs99 11:24 AM roku strong

DAttardi 11:26 AM >Market Color SPY - Megaspread in SPY calls totals 188K contracts. Trader on the Amex sold a total of 68K Feb 332 calls to buy 68K each of the March 31st 345 calls and April 346 calls, for a net credit of 1.71, or $11.6M. Purchase open, while the Feb 332 calls appear to unwind a position opened Jan 14th and 15th for $2.60 when SPY was nearly $8 below current 336 level. Today's exit at $5.78 realizes over $3 ($20M) in gains on the Feb 332s and commits nearly $25M to long positions at higher strikes expiring this spring

1 1

aztecs99 11:26 AM notes from larry today

11:26 Stocks pushed sharply higher yesterday, in two waves, with $SPX closing at a new all-time high. Then a third waveovernight has taken the S&P futures up another 14 points. This continues to occur without the “support” of mostof the other indicators, but sometimes that is the case, as price action dominates everything else. Apparently, thatis what’s happening now. A higher close today will certainly put to rest any notions that $SPX might still be in atrading range, for such a close will solidify an upside breakout. If, later, $SPX should fall back below 3330, thenthe breakout might be called into question,

R1506 11:27 AM BTO CRWD 65 weeklies 1.85 small even for me

aztecs99 11:27 AM In summary, the market (i.e., $SPX) is going this alone, and that eventually is not a good thing. But the upsidemomentum is strong right now, and it doesn’t pay to fight it. However, there is one strategy that can sometimeswork in both cases: benefitting from upside momentum, but still having downside profit potential.

slightly less Silent Cal 11:27 AM Rolled bidu 135 to 140 march 2.2 credit Looking to sell above it, but not sure how long I wanna hold it. So waiting for now

11:27 Dxcm red to green

11:28 And then back to red

John H 11:28 AM AMZN sold Mar 2040 in 71.00 out 170

6 6

Mose 11:29 AM nice delta trade

aztecs99 11:29 AM fab John

11:32 We’ll taking this robust winner down in front of next week’s expiration.SOLD KSU FEB 160 CALL AT 12 (IN AT 5.25)

5

John H 11:32 AM Beauty Bob

LeeAnn 11:34 AM Added back a couple of puts for Friday. This time spy 337

Kingpin 11:35 AM BA 0 orders in january. I'm sure that wont effect guidance/analyst projections

1

DAttardi 11:35 AM crwd lows

LeeAnn 11:36 AM Just sold BA March 340 calls -- down 3%

R1506 11:37 AM below 64.5 level I'll be out weeklies

DAttardi crwd lows Posted in #eochat | Today at 11:35 AM | View message

Christian 11:39 AM Wow. Quite a liquidation break in amzn

Neil M 11:39 AM anti trust b.s

11:40 FTC ISSUES ORDERS TO ALPHABET, AMAZON, APPLE, FACEBOOK, GOOGLE FTC TO EXAMINE PAST ACQUISITIONS BY LARGE TECHNOLOGY COMPANIES FTC WANTS INFORMATION ON PAST DEALS THAT WEREN'T SCRUTINIZED

Brian G 11:41 AM $trade stc VRTX Apr 230c in 12.50 out 21.70 TY Bob!!!

3

LeeAnn 11:41 AM Sold HAE Jun 115 calls (from after ER). I've set an alert for higher levels. Down 15%

Kingpin 11:41 AM blame powell

aztecs99 11:43 AM

nice brian

1

LeeAnn 11:43 AM Sold BKNG Feb 1900 call -- day trade -- up 23%

2

R1506 11:43 AM I lied, I'll see what tomorrow brings

R1506 below 64.5 level I'll be out weeklies Posted in #eochat | Today at 11:37 AM | View message

Keri 11:43 AM

I hope Capt. 1 Lot doesn't see this post. Or any of the rest of you. 11:43

bto TSLA Apr 995/1000 bucs 75¢. What's the worst that could happen? I lose $75 x2. 11:46

or maybe I should call my broker and find out what the really worst thing is. What is the worst thing?

LeeAnn 11:49 AM

Added AMZN Feb 2000 on that harrowing sell-off. I still have FEb 2190, which I'll sell today now.

3

John H 11:50 AM added to AMZN on the dip 2160 Mar

DAttardi 11:51 AM vold still strong

11:51 ..tht air pocket didn't last

11:52 dis still can't get out of it's own wy

11:54 http://www.j3sg.com/Reports/Stock-Insider/Generate.php?DV=yes&tickerLookUp=ADMA

j3sg.com ADMA : Insider Transactions for ADMA Biologics Inc | J3SG Free Insider Trading Data, Charts, Power Searches, Industry Analysis, Daily & Weekly Ten Buys & Sells and More, all For Free

11:54 6 people

John H 11:55 AM Thx Dave

DAttardi 11:56 AM albo making a move

11:56 another Edelman pick

LeeAnn 11:57 AM Sold AMZN Feb 2190 from this morning - up 20%. Just don't want more than 2 psots on.

3

aztecs99 11:58 AM

The picture can't be displayed.

beauty, LA

John H 11:58 AM Sweet LeeAnn

Sri 11:59 AM LOW: followed Bob on Mar 120c@6.1

JimS 12:00 PM bto amzn 2200 Feb

LeeAnn 12:04 PM https://twitter.com/ewhispers/status/1227277075687649284?s=12

Earnings Whispers @eWhispers #earnings scheduled before the open tomorrowhttp://eps.sh/cal$SHOP $CVS $TEVA $GOLD $CYBR $GPN $LAD $TRVG $CME $VERU $MCO $TAP $NSIT $CVE $ARCC $IQV $NBL $NBLX $RDWR $PERI $IPG $CIM $AB $BG $CIGI $KALA $KMDA $COWN $CRWS $NTWK $GEO $WNC $TW $ECOM $CSTE $SANW https://pbs.twimg.com/media/EQgp_qJW4AI9rPk.jpg

Twitter | Today at 12:03 PM(208 kB) https://pbs.twimg.com/media/EQgp_qJW4AI9rPk.jpg

Billy 12:06 PM Do you bet on these typically

John H 12:06 PM LeeAnn thanks so much for posting, you are the best

LeeAnn 12:07 PM

Not typically. I like the after ER trade better for me. Lots of people here trade them.

1

John H 12:07 PM I love that CIM,

LeeAnn 12:07 PM You’re welcome Johnny!

1

John H 12:07 PM that thing just keeps returning capital

12:07 and goes up consistenly

12:08 Gotta, love that AMZN buying opportunity on that dip

Robert Murphy 12:10 PM Just went to the sidelines on AMZN and GOOGL.....profitably....thank you Bob and team

aztecs99 12:10 PM RH strong

12:10 nice work robert

R1506 12:15 PM From my friend who is an AWS manager...AWS continues to experience tremendous growth in Denver! I'm hiring Senior and Principle Solutions Architects. Come build with us. DM if interested:

2 12:16

hire rate is 1 for every 79 applicants 12:17

his group is 2,900 employees, trying to double this year

DAttardi 12:20 PM qcom

Keri 12:23 PM Glenn helped me with a P/L chart for my TSLA trade. 22% probability of max profit and/or break even. 77% prob. max loss.

1 12:23

I just wanted to stay interested and right now have no idea where it's going short term, longer term I think likely up

John H 12:23 PM closed the AMZN 2030 Mar in 74 out 171.05

7

Kevin M 12:24 PM Great call on the RH ladies! My gf is eating lunch at the one in columbus right now, $26 for a grilled chicken salad. The have a trendy upstairs restaurant.

1

R1506 12:26 PM $26 for a salad, made from cannabis?

New_Years_Noel 12:27 PM that's a High price

Keri 12:28 PM How else does the stock price stay up? RH could charge even more for an organic chicken

salad

JimS 12:28 PM doggie bag for the bong later ?

Keri 12:29 PM stc ½ my ROKU position: Feb 140c 6.9 / 13

4

Sal 12:30 PM stc Mar DDOG 45c 6.3/3.9 stc Feb ROKU 140c 12.5/6.49

2

Kevin M 12:30 PM Can’t believe it’s that much. $26 in columbus probably equates to $30-35 in nyc/la

R1506 12:32 PM

10k on the LULU Feb 260 line fwiw (edited)

Kingpin 12:32 PM 260.....

R1506 12:32 PM gracias

Kingpin 12:32 PM some this am, and then again now

12:33 kevin, just be thankful she didnt get the lobster salad.

R1506 12:33 PM

that chart

Kingpin 12:33 PM ya, high and tight. Rick.....lol

Glenn 12:33 PM Finished the Math on TTD started 2/4/20 //// results were 155.52% in 7 days Thank You Bob and Crew

8 1

R1506 12:33 PM have to admit, seeing a lot more men in the LULU

Kingpin 12:34 PM its the best, in re; athleisure/casual (edited)

John H 12:34 PM These Lulu stores are everywhere in Chicago, seem to be killing it

12:35 Great trade Glenn

R1506 12:35 PM I wear my free Nike dri fit I get from the club, half my wardrobe

Keri 12:37 PM if this weren't a PG site, Rick, I'd ask which half.....

1

R1506 12:37 PM left half Keri

Keri 12:37 PM perfect! LOL

Glenn 12:38 PM Hi John, Have some other good ones working, it really pays off being in the Chatroom. I mentioned this before, but I have been buying MSFT stock from being in the room. Very happy about that, still learning from everyone.

2 1

Keri 12:45 PM BCLI up 16% today. Clear path to 5.35 in case anyone lost track of this one

1

John H 12:46 PM I have a lot of AMZN, sold Mar 2040 in 75.68 out 164.26

5

JimS 12:47 PM https://twitter.com/cfromhertz/status/1227281832342847488?s=12

Christian Fromhertz @cfromhertz *JAPANESE GOVT FINALIZING ORDER FOR AMAZON AWS PROJECT: NIKKEI $AMZN

Twitter | Today at 12:22 PM

1

John H 12:48 PM Nice, lots of extrapolation possible on this headline

JimS 12:48 PM Ex strapa who...?

12:49

12:49

Sorry

John H 12:49 PM

Blueace Buckeye 12:52 PM Japan picks AMZN to build government cloud

2

Kevin M 12:52 PM I have a several lulu pants and shirts. They are awesome and a lot of my guy friends love them too

1

Blueace Buckeye 12:52 PM what a coup for AMZN

DAttardi 12:53 PM bcli

3

Keri 12:54 PM I went straight commons this morn, Dave. posted earlier

DAttardi 12:54 PM another name from the insider rpt

12:56 Bcli (edited) image.png

R1506 12:57 PM good shake on CRWD

DAttardi 12:57 PM Brainstorm Cell Therapeutics Inc. (NASDAQ:BCLI) surged 9.3% to $4.45. BrainStorm Cell Therapeutics and the FDA agreed to potential NurOwn regulatory pathway for approval in ALS.

2 1:01

mpc testing tht 200sm

R1506 1:03 PM TSM good bar today

Brian G 1:03 PM $trade stc NFLX Mar 370c in 11.80 out 20.00 TY Bob!!!

1 7 1

aztecs99 1:04 PM

added some BIDU mar 140's ...still on 135's 1:05

beauty brian

3

Nicolette 1:07 PM @Sri AAL finally coming back to life

2

John H 1:15 PM sold QCOM Mar 85 in 5.16 out 7.35 Rolled to Mar 90

1 5 1:16

Thx Eric, you called it yesterday 1:16

Maybe it was you Dave, if so thx

R1506 1:19 PM PLAB Feb 17.5 .25 flow 2k (edited)

Keri 1:21 PM

SHOP $499.88 lol buncha fence sitters

1

Justin S 1:24 PM Put call at .54

Kingpin 1:25 PM

Justin S 1:26 PM That’s pretty damn low.

KC 1:26 PM wynn flying

1:26 post virus this can be 150 again I think

RichK23 1:27 PM FWIW - FibQueen has a TON of timing cycles for a high on 13/14th on the indices and MANY stocks

1

JayMartin 1:27 PM Virus is over u would think with wynn up

Justin S 1:28 PM Well duh Rich, that’s going into the weekend - were 1 for 6 green on fridays, lol

Kingpin 1:29 PM image.png

Nicolette 1:29 PM MRVL

LeeAnn 1:29 PM Thanks for re-posting that, Jan.

Kingpin 1:29 PM reminder, doesnt mean load up puts.

1:29 raise cash and go spend it.

2

John H 1:30 PM added some COST Mar 310

R1506 1:30 PM May 26s here

Nicolette MRVL Posted in #eochat | Today at 1:29 PM | View message

1

Nicolette 1:31 PM I'm in May 24s & 27s

1

RichK23 1:32 PM @Justin S We know that Justin. What I’m saying is that she has a unusually high amount of cycles lined up for those days. Sometimes she has a few that line up. This time she has 7-9 cycles all pointing to those days.

Justin S 1:33 PM Yeah i know, i was being facetious

aztecs99 1:33 PM apple pretty strong here

RichK23 1:34 PM @Kingpin exactly. She’s not saying load up to downside. She’s saying tighten up stops, take profits and don’t get greedy

Kingpin 1:34 PM 100% agree

1:34 along with that chart above showing performance thurs/fri before presidents day.

RichK23 1:35 PM Extra day of decay in next weeks premiums since Monday’s closed

Nicolette 1:37 PM Anyone in Teva? holding through earnings?

1

aztecs99 1:40 PM i like the shop here

1:41 NOTHING wrong with having a few puts working

1:43 i prefer to have high cash levels right now

1:43 everyone please welcome Thomas to the room...started with us yest. happy to have you here!

John H 1:43 PM Welcome Thomas

Sal 1:43 PM Welcome Thomas!

aztecs99 1:43 PM he is T-Bone

John H 1:44 PM But then, what strike on SHOP I have the Mar 500

1:44 T......

Glenn 1:44 PM Welcome Thomas

Nicolette 1:44 PM Welcome Thomas!

Sam 1:45 PM Welcome Thomas !

Nicolette 1:45 PM took profits on some of my teva stc teva mar 10c in 1.30 out 2.95

3

John H 1:45 PM added to DDOG but went down from the 50 to 45 Apr

Glenn 1:46 PM DT “Boyfriend Stock” doing well

2 1

John H 1:46 PM That one was a short for me, haven't switched mentally on it yet

1:46 TEVA

New_Years_Noel 1:46 PM Welcome Thomas

len 1:46 PM Welcome Thomas

John B 1:47 PM Nice to have you here Thomas

Neil M 1:47 PM cnbc is always 2 hours behind any news on ftc

aztecs99 1:48 PM i'll be in brooklyn for the traders expo in a few weeks.

2 1:48

https://conferences.moneyshow.com/tradersexpo-new-york/speakers/18a8717a1b3547449a398e6664873cb1/bob-lang/?scode=049477

conferences.moneyshow.com Lang, Bob Bob Lang is a private trader in equity and option markets at his company, Aztec Capital LLC. Through Explosive Options, he acts as an options trading(153 kB) https://msgraphics.azureedge.net/content/show-sites/nyot/facebook.jpg

John H 1:50 PM closed wday 190 feb 28 in 8.32 out 9.90

LeeAnn 1:50 PM Welcome Thomas!

Sri 1:51 PM hi Thomas!

Brian B 1:52 PM let out a couple june120c on wynn

Vedula 1:52 PM AMZN fast falling

Neil M 1:53 PM @Vedula cnbc anti trust news repeated

Brian B 1:53 PM leaned into a couple 236p on q's for next week

DAttardi 1:53 PM himx wkly 4.5c bto 2800x

1:53 earn 2/13

Kingpin 1:54 PM big vol on stock with that call order

John H 1:54 PM Perspective AMZN up 30

1 1:56

added more AMZN 1865 just now

aztecs99 1:56 PM did we sell anything earlier today?

1:56

did we not sell enough? 1:56

i think i suggested it....5 times today

John H 1:56 PM Sold a lot

aztecs99 1:56 PM and 3-4 times yest

1:56 john, i saw you selling tons

1:57 and i even asked if anyone needed help finding the sell button

John H 1:57 PM 50% more cash than yest

aztecs99 1:57 PM i would help them

1:57 i have a hoard of cash

Vedula 1:58 PM Sold little

1:59 Me too lot of cash

1:59 But waiting for big fall

1:59 I will wait

emajka 1:59 PM MSFT new lows

2

Vedula 2:00 PM For me environmental is trading and not investment

Brian B 2:02 PM added a big more to my little spec bio aqst

2:02 bit

2:02 not big

2:05 more 236p q's

slightly less Silent Cal 2:06 PM Closed fiserv on the rdr Down 1.09 Sold 3/13 lvs 75c at .65 against may position. After a roll that puts me at 0 on that position

T-bone 2:07 PM Thx!

DAttardi 2:07 PM tsm wkly 60p bto 1123x

Vijay 2:09 PM Welcome Thomas

DAttardi 2:10 PM

utx ug 140c bto 5k..rollout and up 2:10

nice print on utx

JimS 2:11 PM Welcome aboard Thomas, great to have you here.

MarkB 2:13 PM Welcome Thomas

T-bone 2:14 PM thx all. love the action here.

DAttardi 2:15 PM slv mch 17c blasted here

2:16 they look sld..13k+ ..oi 63k

Keri 2:16 PM hi Thomas!

T-bone 2:18 PM hi

Justin S 2:19 PM Welcome Thomas!

T-bone 2:20 PM

greetings

John H 2:20 PM Didn't expect that image...T-Bone

T-bone 2:20 PM lol

1

emajka 2:21 PM ROKU lost VWAP

Keri 2:24 PM let go of a NFLX nx wk 380c at even. I've learned, my own risk mgmt works best if I don't let things go negative. Can always get back in....

8 1 2:27

the chart is still very constructive so it was a 'hard' decision -- but it was close dated and will get whipped around if we get down days soon

Tat 2:27 PM Welcome aboard Thomas - please make sure you are properly strapped in cause the ride is always fast and bumpy image.png

2 1

Justin S 2:27 PM MSFT image.png

Sal 2:28 PM I’m still in that one...thinking. Was looking to cut it loose earlier, but wondering if there will be any positive pin action from a potential Roku upside report. RE: nflx nw 380c

Keri 2:29 PM if so, Sal, wondering too on that, I will look further out for a new position, maybe tomorrow

Justin S 2:29 PM What if there’s a potential downside report?

1 reply Today at 2:37 PMView thread

Sal 2:29 PM Good plan Keri

Keri 2:30 PM generally, nflx seems to be holding up on its own and still lots of OI in the Feb 400c

Billy 2:30 PM

Any Feb AAPL holders here? Does anyone think AAPL will go much higher before Feb expiries. I'm debating whether to hang tight until the 21st

emajka 2:30 PM AMZN Jun 3000s bought

2 2:31

TSLA trading 1,500 May $900/$950 call spreads to open today

Justin S 2:31 PM I personally have 310 feb puts Billy

2:32 AAPL image.png

Sal 2:32 PM I’m in March @Billy. Thinking this poor price action is related to today’s FTC demand from big tech.

2:33 Your chart does make sense Justin

Justin S 2:34 PM The stock has gone nowhere in two weeks

emajka 2:35 PM W buyers 825 March $95 puts $7.50 to $7.80

Kingpin 2:36 PM

ohhhhh

Sal 2:37 PM replied to a thread:What if there’s a potential downside report? Certainly a risk. I’m out of my Feb Roku for that reason.

Billy 2:38 PM Thanks sal and Justin

R1506 2:39 PM BTO Mar 13 W 95p 7.7

Kingpin 2:40 PM front run my order rick, thx

R1506 2:40 PM yw

2:40 first through the wall always gets bloodied

emajka 2:41 PM Rick using algos Jan

R1506 2:41 PM spelled L E G O S Eric

JimS 2:42 PM Billy, have a few AAPL feb320's here, holding

2:42 red

DAttardi 2:42 PM wow..amzn

2:43 amzn pr 2200c bt 564x.. apr 2080c sld

KC 2:43 PM in msft 185 calls nw

DAttardi 2:43 PM just a rollup

RichK23 2:47 PM After being below the 50SMA for nearly 2 months and finally popping above it today - Maybe ROKU will find some support at the 50SMA today on this pullback (semi-sarcastic)

1 reply Today at 2:48 PMView thread

DAttardi 2:48 PM xly mch 133c bto 30k+

Kingpin 2:48 PM oooeeyyy

Keri 2:48 PM replied to a thread:After being below the 50SMA for nearly 2 months and finally popping above it today - Maybe ROKU will find some support at the 50SMA today on

this pullback (semi-sarcastic)

what does Bob say: mosque, church, synagogo

1

DAttardi 2:48 PM xly mch 137c sld also, not listed as a spred but it is

Kingpin 2:49 PM amZN/hd 35% of the XLY (edited)

TJ3 2:49 PM Bk frm Doc apt

2

John H 2:49 PM added some UNH 290 Mar

DAttardi 2:49 PM also xly feb 129c look sld ,to close

R1506 2:50 PM Jan, you did say go spend some $$ (edited)

Kingpin 2:50 PM lol, ya but not this "stuff"

2:51 https://www.klwines.com/Auctions @R1506 some great stuff here...... (edited)

R1506 2:52 PM nice, will look tonight. still working off the inventory from France this summer (edited)

Keri 2:53 PM

what if you don't like the wine, can you return it? LOLOLOL

R1506 2:54 PM bring it to Chicago...

1

Keri 2:55 PM sold one of my ULTA positions for March at small gain. Mar 310c have 300c. Don't need to be doubling up, on a reducing plan

1

R1506 2:56 PM nice, been doing the same and rolling out

1

Kingpin 2:56 PM SPCE apr 25c hefty volume today

New_Years_Noel 3:00 PM STC AAPL 320/325/330 weekly call butterfly in .93/out 1.26

4

Kingpin 3:03 PM eric you can order me something nice from that link above, for your msft puts.

DAttardi 3:03 PM yeah, get hima new pair of yoga pants

emajka 3:03 PM I'll get u what u got me for all the ones I gave u

Kingpin 3:04 PM abc jogger, size medium

3:04 thx dave

Justin S 3:04 PM Great choice

1

emajka 3:04 PM yeah Dave u owe u

3:04 us

Keri 3:05 PM MELI nice comeback today

Sri 3:05 PM does DLTR sell wines yet?

1 1 1

DAttardi 3:05 PM u must have missed kzr

emajka 3:06 PM Dave always patting himself on the back

Keri 3:06 PM years ago my dad made a contest w. me: best Merlot under $3. When I ended up with a cabinet full of cooking wine I told him we had to raise it to $5

1 1 1

slightly less Silent Cal 3:07 PM Cost 320c this week. Sold at 1.9 Closed .1

Holding april 315 Will look to sell more later

3:07 Finally timed one of these properly.

2

emajka 3:07 PM IT unusual large block for the name opens 5000 June $155 calls $8

Blueace Buckeye 3:08 PM SSI might join the other retailers in bankruptcy

DAttardi 3:09 PM lol

3:09 -40% abt to get the halt

slightly less Silent Cal 3:09 PM Roku good candidate for calendar imo 150/150 It didnt work perfectly on amazon, but (Capt hindsighter) it would have been huge on googl

DAttardi 3:09 PM and there's the halt

R1506 3:10 PM never heard of SSI

emajka 3:10 PM

SSI flush city

Brian B 3:11 PM More feb 20 236p on qq q

Blueace Buckeye 3:11 PM Me neither....Stage Stores

DAttardi 3:11 PM Stage Stores is a department store company specializing in retailing off-price brand name apparel, accessories, cosmetics, footwear, and housewares throughout the United States. The corporate office is located in Houston, Texas.

R1506 3:11 PM yeah, I googled

Brian B 3:11 PM 8 day 228 ill slice it in half there if she makes it

emajka 3:11 PM MSFT flushing

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Brian B 3:12 PM drano

emajka 3:13 PM VIX back above 15

Justin S 3:13 PM image.png

emajka 3:15 PM IIIV PT Raised to $38 at KeyBanc,

3:15 Cowen: Jack In The Box Brings The Heat With Tiny Tacos, Spices Up 2020 Guidance $JACK

Justin S 3:16 PM lol

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slightly less Silent Cal 3:17 PM Vrtx huge move up

DAttardi 3:18 PM low ticks---

Kevdog 3:19 PM SPY hanging green by her fingernails.

Keri 3:19 PM Dave, do you have any of your fancy numbers for RUN? I lost the ones you posted, sorry

LeeAnn 3:19 PM Added second level fo spy put sfor this friday -- 335's. I'll sell teh 337's before the close

Justin S 3:19 PM No biggie, futures will surge randomly at 3AM to near highs (that’s a joke but not really) (edited)

Brian B 3:20 PM 3am IV of Red Bull

Justin S 3:21 PM Closing headline “markets give back gains on Coronavirus fears”. Tomorrow AM headline “Futures up on Coronavirus optimism” (edited)

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Brian B 3:22 PM I miss the days where the short sellers provided the liquidity and not cent. banks. back int he stone age lol

LeeAnn 3:22 PM Sold Feb 14 337 spy puts - up 35% (kind of pays for the spy puts I cut earlier today)

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Keri 3:23 PM

yea Brian B. Price discovery vs algos When the algos are in my favor I pick algos (sarcasm) (edited)

DAttardi 3:24 PM 21.40-50 fibo ext and ATH area

Brian B 3:24 PM I hear ya Keri.. Its nice when they are.

1 reply Today at 3:25 PMView thread

emajka 3:24 PM Charles River Labs $CRL PT Raised to $185 at JPMorgan

Keri 3:25 PM replied to a thread:I hear ya Keri.. Its nice when they are. I was just riffin'. The mkt dynamics are messed up, but whatchya gonna do....

Sri 3:25 PM CRL: phenomenal move, @LeeAnn !

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Brian B 3:26 PM mess is accurate

John H 3:26 PM more UNH 290

3:27 more BMY Apr 65

3:28 sold some SNAP APR 16 in 1.55 out 2.20

Tat 3:28 PM HD weekly holding up just fine 245 next stop image.png

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John H 3:29 PM sold some UBER jun 40 in 4.14 out 4.75

3:29 added some AMZN 2140 at 78.03

R1506 3:30 PM lots of whining on the TWTR pull back pull back, meanwhile missed last 2 weeks

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aztecs99 3:30 PM yep

Brian B 3:31 PM Flat .....The new dip?

slightly less Silent Cal 3:31 PM Hey Rick, Eric has been On Twitter since it was 14.

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emajka 3:31 PM jealous

TJ3 3:31 PM Welcome Thomas to the Best Room on Da Planet

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DAttardi 3:31 PM vold still strong (edited)

R1506 3:32 PM going to 50 Josh

emajka 3:32 PM that's being conserative Rick

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slightly less Silent Cal 3:32 PM Nice. I've been on it Since 16. Of course, I sold it at 23 but You don't need to know that.

TJ3 3:32 PM Bob's Moving Biz No storage available

Justin S 3:33 PM https://twitter.com/hmeisler/status/1227319952127995910?s=20

Helene Meisler @hmeisler For those inquiring on the ISE Equity Ratio being high today.It is currently 246.Prior reading this high area was 12/26/19 when it was 274Prior to that was 10/2/18 when it was 239. Yes THAT 10/2/18

Twitter | Today at 2:54 PM

R1506 3:33 PM a few tweaks and it can be way better

Justin S 3:34 PM ISE --> over 100 = more call buying under 100 = more put buying

DAttardi 3:34 PM mpc nhod

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slightly less Silent Cal 3:34 PM That's so weird, Helene Posted bearish information (edited)

John H 3:34 PM Oct 2 2018 was one very bad day

Justin S 3:35 PM Ignore indicators at your own risk.

John H 3:35 PM Godzilla vs the hulk

aztecs99 3:35 PM i don't think anyone is ignoring the indicators Justin, rather it's about prioritizing (edited)

R1506 3:36 PM I see setups, I see volume, I see movement, I react

aztecs99 3:36 PM you can have a stack of secondary indicators showing bearish...but if the price/volume action is not...then you very likely have a false signal at the time

3:36 exactly, well stated rick

John H 3:37 PM I agree with rick where were the pundits when the markets exploded over 2 weeks , works both ways. Just wondering when did Helene become our mighty 'Sage'

LeeAnn 3:37 PM Who here ignores indicators?

aztecs99 3:37 PM

likewise, if the price action is poor and the indicators are all bullish...i'll be much more cautious

John H 3:37 PM Everything in perspective

LeeAnn 3:37 PM I mean, we don't obsess over them every day. The twitter jockeys who do that are telling you what they think the market should do.

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The market doesn't do what we think it should. 3:37

It does what it wants to. 3:37

Our job is to trade the price action.

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Kingpin 3:37 PM price is indicator LA......so i'd say many people here ignore.

John H 3:38 PM all of this as AMZN bounce 14 off low

LeeAnn 3:38 PM If you traded the indicators like Helene does, we'd all be broke with puts only on since November (yes, I'm exaggerating)

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R1506 3:38 PM fwiw I do have more cash than I've had in over a year, doesn't mean I'm right or wrong

LeeAnn 3:38 PM AMZN 2151-ish is still key -- close over that is bullish.

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aztecs99 3:39 PM repeat from larry's notes today....i defer to larry OFTEN as his words over the many years i have followed tended to be spot on

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Kingpin 3:39 PM can i have some rick?>

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aztecs99 3:39 PM This continues to occur without the “support” of mostof the other indicators, but sometimes that is the case, as price action dominates everything else. Apparently, thatis what’s happening now.

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slightly less Silent Cal 3:39 PM Preach yall

aztecs99 3:39 PM

so, he is being dragged into it

DAttardi 3:39 PM phm feb 48c bto 4k+

R1506 3:39 PM of course Jan, how much $1 $2?

DAttardi 3:39 PM phm was tied

aztecs99 3:39 PM last year, in july i think, the indicators were positive yet price action was not

Christian 3:40 PM BTO amzn feb nw 2190 call @ 22.5. Late post

Keri 3:40 PM closed TTD bups for this wk 1.15 / .10

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aztecs99 3:40 PM it led to a sharp decline in early aug

TJ3 3:40 PM added few DIA Feb 21 292 puts

John H 3:40 PM Josh, needles then sits back to watch, then jibes

LeeAnn 3:40 PM Some combination of Bob, Dave and Jan post indicator information here every day.

aztecs99 3:41 PM i'm about 40% cash in all accounts here....a few puts, not many....feels about right...if i'm wrong and we continue to go higher, i'll add

Justin S 3:41 PM I post these things as informative things to keep in mind. If you guy bother to read any of the articles, helene is not by any means a permabear and consistently calls out good, and bad aspects of the market. I find her work fascinating and i know people in here have personally said they appreciate the information. No need to call me out everytime i post an article that has a negative view.

aztecs99 3:41 PM yes, it's good to read her stuff...perspective

LeeAnn 3:41 PM SPX - That gap close was also a fib level from yesterday morning. image.png

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Kevdog 3:41 PM Appreciate all the news here, I do read it, digest it and put it in my toolbox. Thanks!

aztecs99 3:42 PM just keep it in the perspective as she tends to be a long term investor/trader, and does not crossover to short term much at all

Keri 3:42 PM I like Helene. I think Bob has mentioned her stats aren't necessarily optimized for option trading

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R1506 3:42 PM

finTWTR gives me a good gauge of how things are going , super analytical

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LeeAnn 3:42 PM Of course, Justin. No one is saying not to read her. I say all the time I like her and read her. I was reacting to your note here implying that this room ignores the indicators and is at risk.

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Billy 3:42 PM

WWBD

Keri 3:43 PM My Nervous Nellie is showing. Still want to be in NFLX. Bought an extra week. Feb 28 385c 5.6

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DAttardi 3:43 PM pdd wkly 36p bto 1430x

John H 3:43 PM I have the march 370 and 375 strikes

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More mar GOOGL 1510

R1506 3:45 PM

when the whining stops is when I'll be looking for that sell

LeeAnn 3:45 PM My REGN order finally closed-- sold March 390 - up 38%. In the march 400's from yesterday still. I'll work on that spot.

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Justin S 3:46 PM Breadth not too shabby today

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aztecs99 3:46 PM nice one LA

John H 3:47 PM Do I see green in VIAC, this sleeping bear has been a real loser.

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aztecs99 3:47 PM AYX earnings thurs night

3:47 stock is straight up

John H 3:48 PM UNH stron

Justin S 3:48 PM Using their product as we speak bob lol

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Kevdog 3:48 PM

Not going to look John; VIAC, have some long dated I bt when I think you did to a month or so ago. Out to june here- holding for now.

aztecs99 3:48 PM one more up day for UNH

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John H 3:49 PM It would only ruin your day to look Kevin.

3:49 I had those 42.5 and 40's sickly losers

Nicolette 3:49 PM

AMT

aztecs99 3:50 PM super strong, Nic

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John H 3:50 PM added a little WDAY 200's Mar

len 3:51 PM Sold Aapl Feb 320 p at 5.60 in at 4.70, ty Justin

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R1506 3:51 PM biotech still strong

Christian 3:52 PM STc amzn feb nw 2190 calls 22.5/24.5. Quick trade

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Keri 3:52 PM added a layer to AMD Apr 55c @ 3.67 // holding 50c

aztecs99 3:53 PM i'm laying off akam tonight, just too much of a 50/50

John H 3:54 PM I have a small 500 SHOP strike , nothing else for earnings.

JimS 3:54 PM Like AMD, emptied on it today, will be watching..

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John H 3:55 PM more QCOM 90

Glenn 3:55 PM Trusting the Math MA/NFLX/NOW/NVO/NVTA/REGN/RNG/RUN SHOP/SQ/TDOC/V/VRTX/WDAY/etc. TS Scan.PNG

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New_Years_Noel 3:56 PM INTC has strong today

zman 3:56 PM ES 3360 rejected here

Kingpin 3:57 PM UVXY well bid into the close. #rare

John H 3:58 PM sold the REGN Feb 28 395 put at 11.05

Glenn 3:58 PM AAPL/ABBV/AMD/AMZN/AYX/CMG/GOOGL/HUBS/KO/MA Scan First half.PNG

JimS 3:59 PM

peeld regn feb 387.5

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Keri 3:59 PM I was fairly new here last summer when you guys helped me consider my DOOO purchase

of commons. Been a real winner, ty!

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John H 4:00 PM AMZN closing nicely up

Vedula 4:00 PM Good Night all

R1506 4:00 PM tried to get to 1/2 cash not quite there yet

JimS 4:00 PM WMT looking better..

Vedula 4:00 PM Another AMZN day for me

LeeAnn 4:00 PM

Same, Rick. Working on that too.

R1506 4:01 PM But what a great 5 weeks...

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LeeAnn 4:01 PM I think I'll sell some calls against some longer dated spots tomorrow. Or at least look at it.

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Vedula 4:01 PM But looking for bad day I know nobody wants a bad day But then sometimes you need it

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John H 4:02 PM Sounds good LeeAnn, wish I were more disciplined on selling calls against my strikes

1 reply Today at 4:09 PMView thread

John H 4:02 PM Always anticipating Vedula, that keeps us from getting to 'risk on'

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R1506 4:02 PM good close for CRWD

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LeeAnn 4:03 PM I'm not good at it at all. That's all Dave, Glenn, Sam, Bob and many others here. Totally something I need to get better on.

aztecs99 4:05 PM GOOD DAY ALL!!

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Billy 4:07 PM Cheers

aztecs99 4:08 PM manchego!!!

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CW 4:09 PM replied to a thread:Sounds good LeeAnn, wish I were more disciplined on selling calls against my strikes Something I need to do better myself.

aztecs99 4:09 PM i had to put a counter to cheddar up, and i know LA likes manchego

LeeAnn 4:10 PM I think my sister in’s single handily responsible for its popularity on the eastern seaboard.

Neil M 4:10 PM @aztecs99 any issue with this ftc stuff and amzn?

Nick5 4:10 PM LYFT

aztecs99 4:10 PM too much thinking for me, Neil

TJ3 4:10 PM The main goal at Bob's moving Biz is to Sell, Sell,Sell

Nick5 4:11 PM no good

aztecs99 4:11 PM way above my pay grade --- ftc vs amazon

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Sri 4:11 PM no good selling?

Billy 4:11 PM Bob do you like my word cheddar now

4:11 I thought for just a moment you used it right there

aztecs99 4:11 PM if it means price action becomes poor, and big institutions are selling, then it's bad

CW 4:11 PM Personally, I think FTC vs GOOGL is more worrisome.

aztecs99 4:11 PM brie!!!!

4:12 baked brie....better

CW 4:12 PM Baked Brie with cherries and garlic.

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Keri 4:12 PM Caveman Bleu

aztecs99 4:12 PM there u go

Tat 4:15 PM Stick to a quality product image.png

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New_Years_Noel 4:15 PM I'm a Gouda man

LeeAnn 4:17 PM Looks like a beat and raise for LYFT

aztecs99 4:18 PM markets up 6 of 7 days now

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DAttardi 4:20 PM $BBBY Reports first two months of Q4 SSS -5.4% on store traffic declines and increased promotional activity and markdowns (Bed Bath and Beyond)

4:20 Tht New CEO better get busy

4:21 Hockey sticks rule

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LeeAnn 4:24 PM Akamai Technologies (AKAM) reported 4th Quarter December 2019 earnings of $1.23 per share on revenue of $772.1 million. The consensus earnings estimate was $1.13 per share on revenue of $749.8 million. The Earnings Whisper number was $1.16 per share. Revenue grew 8.2% on a year-over-year basis.

4:24 AKAM is on my list for tomorrow

4:24 That's a nice beat.

4:25 Also said they are "well positioned" for 30% non GAAP operating margin in fy20

4:25 Lattice Semicond (LSCC) reported 4th Quarter December 2019 earnings of $0.17 per share on revenue of $100.2 million. The consensus earnings estimate was $0.15 per share on revenue of $100.1 million. The Earnings Whisper number was $0.15 per share. Revenue grew 4.4% on a year-over-year basis.The company said it expects first quarter revenue of $96.0 million to $104.0 million. The current consensus revenue estimate is $99.8 million for the quarter ending March 31, 2020.

4:25 Also on my list -- and good for semis (although I think it's a relatively small one) (edited)

emajka 4:26 PM SMH closing high

Keri 4:27 PM LSCC in June 22.50c LeeAnn, underwater from last 2 wks action

aztecs99 4:29 PM good beat for lscc, top ranked stock in ibd

new messages

LeeAnn 4:30 PM I'm not in that one right now but maybe tomorrow. It kinda depends.

aztecs99 4:31 PM more fed chair powell tomorrow