• ZnWC : Thanks for the event
  Alphabet:
  EPS consensus $2.12 per share, 29.27% year-over-year growth.
  Revenues consensus $81.38 billion, 12.52% year-ago quarter.
  Amazon:
  EPS consensus $1.52 per share year-over-year change of +50.5%.
  Revenues consensus $187.28 billion, up 10.2% from the year-ago quarter.
  Like Tesla and Microsoft, the price movement may not be consistent with the earnings. Despite the earnings of Alphabet and Amazon beat estimate, it may not be reflected on the share price.
  The determining factors are still macroeconomics and geopolitical in the short term. Trump's new policy on AI chip restriction and further tariff announcement on China may affect the tech stocks movement in the coming week.

  Report

  Reply
  Cancel Reply

• Lnova :

  Report

  Reply
  Cancel Reply

• Silverbat : Looking up!

  Report

  Reply
  Cancel Reply

• 70580865 : Thanks for the quote, and nice article.
  Allow me to finish then quote and give some context: I said that if you like an asset, just buy it, don’t buy options. I heard Michael Saylor say it about his Apple investment in options, and I wholeheartedly agree.
  A bit more about LAES: The product is cyber for quantum computers. If you can find any competitors, let me know. LAES is piling us successes, deals, and hype. In a couple of weeks, they’ll ring the NASDAQ bell.
  The week was full of great news for LAES, on a daily basis. As a result, people bought the 3.5 calls which expire today like crazy. This, in turn, caused a market maker to interfere and push the stock price down, so that calls finish OTM. This also allowed for cheaper covering - CTB is almost 40% so they looked for a way out - but more shorts just substituted them. So effectively, the same situation as this week just rolls over to next week.
  So yes, there is an interesting opportunity here, but if you want to come in, choose stocks, not options; otherwise, you’ll probably lose both. I suggest the following rule of thumb: Options are for insiders or Nancy Pelosi.

  Report

  Reply
  Cancel Reply

• Jaguar8 : Tariffs function as a tax on imports, effectively raising the price of foreign goods in the domestic market. Who ultimately bears the cost—producers or consumers—depends on the price elasticity of demand and supply. When demand for the imported good is inelastic, consumers absorb most of the cost through higher prices since their purchasing behavior remains relatively unchanged. On the other hand, if demand is elastic, foreign producers may have to lower their prices to stay competitive, cutting into their profit margins.
  Beyond direct price effects, tariffs create inefficiencies by distorting market equilibrium, leading to reduced consumer surplus and misallocation of resources. Over time, domestic firms, shielded from foreign competition, may also increase prices, contributing to inflationary pressures. While governments gain short-term revenue from tariffs, prolonged protectionism can trigger retaliatory trade measures, disrupt global supply chains, and ultimately slow economic growth.
  So the answer if tariffs will be a pain will depend on the good’s price elasticity of supply and demand.

  Report

  Reply
  Cancel Reply

View more comments...