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RatWaste
8.3K posts
RatWaste
@RatWasteCapital
I talk about stocks and sometimes world news. Occasional shitposter.
Katılım Temmuz 2023
107 Takip Edilen990 Takipçiler
Most “crowded” trades aren’t even crowded. I’m seeing so many people fade a stock like $NOK because they think it’s crowded.
What?? 0.001% of people have $NOK exposure in their portfolios and it’s only up 200% off lows a year ago. Not crowded in the slightest, let’s talk at $40.
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@dbull888 @valleyinvesting I was buying more $NOK calls all day :) same for $CSCO
Honestly insane how under the radar Cisco went, especially with that dirt cheap options chain. I’m above breakeven points in AH for options a year out that I bought today lmao
$NOK options will 2-3x from here, all strikes
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@valleyinvesting @peonyKingOF Fair enough! I picked options because I think they’re cheap/don’t price in enough of a move
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@RatWasteCapital @peonyKingOF shoulda tailed calls but in commons now, I don't have enough buying power to be in all these names in size.
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$TXN $NOK update:
Huuuuge gains. Will make way more. Cheap options on explosive stocks are how you make money. Follow for more.
$CSCO gonna PRINT tomorrow
RatWaste@RatWasteCapital
$TXN $NOK I bought more $NOK contracts today ($20c for December) Here are two open positions. Up a good bit and will go higher.
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@RatWasteCapital @peonyKingOF thanks. Looking at your account don't you think power semi better R/R than photonics. most stocks there have really had a good run. long term everything is a buy tho.
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$CSCO
Perfect quarter. Blowout guidance. This thing is going WAYY higher. I’m taking $200+
MarketNewsFeed@MarketNews_Feed
CISCO SYSTEMS Q3 2026 EARNINGS $CSCO ADJUSTED EPS $1.06, EST. $1.04 REVENUE $15.8B, EST. $15.57B SEES Q4 ADJUSTED EPS $1.16–$1.18, EST. $1.07 SEES Q4 REVENUE $16.7B–$16.9B, EST. $15.82B PRODUCT REVENUE $12.12B, EST. $11.79B SERVICE REVENUE $3.72B, EST. $3.78B ADJUSTED GROSS MARGIN 66.0%, EST. 66.2% SEES Q4 ADJUSTED GROSS MARGIN 65.5%–66.5%, EST. 66.6% REMAINING PERFORMANCE OBLIGATIONS $43.46B, EST. $43.27B SEES FY REVENUE $61.7B–$61.9B VS. PRIOR $61.2B–$61.7B SEES FY ADJUSTED EPS $4.16–$4.18 VS. PRIOR $4.13–$4.17 ...
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$CSCO
Cheap ass calls are gonna PRINT tomorrow. It’s not hard to make money just follow me I give layups :)
RatWaste@RatWasteCapital
Everyone is sleeping on $CSCO. Honestly it’s insane. Calls on this thing are dirt cheap and if the market wakes up even a little everything on the options chain can 10-20x. In a crazy scenario short term far OTM calls can 100x. I like the December 130c
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This is the worst PPI print I’ve ever seen
LiveSquawk@LiveSquawk
US PPI Final Demand (M/M) Apr: 1.4% (est 0.5%; prev 0.5%; prev R 0.7%) - PPI Final Demand (Y/Y): 6.0% (est 4.8%; prev 4.0%; prev R 4.3%) - PPI Ex Food And Energy (M/M): 1.0% (est 0.3%; prev 0.1%; prev R 0.2%) - PPI Ex Food And Energy (Y/Y): 5.2% (est 4.3%; prev 3.8%; prev R 4.0%) - PPI Ex Food, Energy And Trade (M/M): 5.2% (est 0.3%; prev 0.1%) - PPI Ex Food, Energy And Trade (Y/Y): 4.4% (est 4.1%; prev 3.6%)
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@bubbleboi That’s it? I thought u were worth 100m. I’m getting those moves with a 7 fig port lol
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$CSCO pumping overnight as everything else crashes
$EWY $MU $SNDK
RatWaste@RatWasteCapital
Everyone is sleeping on $CSCO. Honestly it’s insane. Calls on this thing are dirt cheap and if the market wakes up even a little everything on the options chain can 10-20x. In a crazy scenario short term far OTM calls can 100x. I like the December 130c
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@valleyinvesting @peonyKingOF The hype around photonics short term makes them a way better play than anything in semis imo. Price action > fundamentals.
$AAOI is going to $400
$GLW $300
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