Scott Moraes

879 posts

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Scott Moraes

Scott Moraes

@scottmoraes155

https://t.co/ehnbhIEd53 - Crush Gmail Clutter instantly | 3 Exit Founder | Climber | Dad | Love Markets & Fun Bullsh*t | Never Financial advice

Berkshires | Constant travel Katılım Ocak 2022
424 Takip Edilen169 Takipçiler
Scott Moraes
Scott Moraes@scottmoraes155·
Bear Algos are going to defend $593.14 so hard.. 200MA for $QQQ. I'm betting (and hoping) they lose.. and force cover SQUEEZE
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Scott Moraes
Scott Moraes@scottmoraes155·
@AiWithSaira This is great. Or you can use Tidy Tiger and clean all of it much faster
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Saira
Saira@AiWithSaira·
MY WIFE KEEPS PAYING FOR GMAIL STORAGE. I told her to do this before. She went from 14.9/15 GB to 6 GB in a single afternoon. I hope this helps you ↓
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Scott Moraes
Scott Moraes@scottmoraes155·
@jfsrev Wherever MOPEX pinning…. So hoping for $QQQ that’s $600 instead of $590. But no idea
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Jeff Sun, CFTe
Jeff Sun, CFTe@jfsrev·
Gap down open, again. Where do you think we close intraday this time?
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Scott Moraes
Scott Moraes@scottmoraes155·
@JC_ParetsX $GLD and covered the remainder at open. best trade of the year so far
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J.C. Parets
J.C. Parets@JC_ParetsX·
Which stocks did you short this week?
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Scott Moraes
Scott Moraes@scottmoraes155·
@JonahLupton Was on with their ads team just yesterday. The key to me is Reddit sub groups have such strict anti-spam/promotion rules that the only way to get in front of them is paid ads.
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Jonah Lupton
Jonah Lupton@JonahLupton·
Note from one of the sell-side analysts on $RDDT... We surveyed ~1,000 US adults measuring social platform engagement and the implications for advertisers. RDDT provides advertiser access to unique users [10% of RDDT's users not active on any of the other 5 largest social platforms]. The nature of RDDT's engagement creates interest graphs that more effectively inform targeting and down-funnel opptys in comparison to other social platforms. 88% of RDDT users increased or at least maintained their time / engagement YoY which was highest among peers and 65% of users leverage RDDT for product research [higher than any other platform]. RDDT is focused on developing lower-funnel objectives, most prominently through the expansion of shopping ads, and see a $1.2B revenue oppty by 2030. We found that RDDT’s oppty to expand monetization is huge closing a 70% discount in rev per user vs. peers. We believe RDDT can deliver ~20% upside to '27 consensus if its digital advertising market share expands at the same pace as historical internet peers. We reiterate RDDT as our Top Pick and see the 40% YTD pullback as a compelling buying opportunity. fwiw, if $RDDT did beat current CY2027 sell-side ebitda estimates by 20%... it means $RDDT is now trading at less than 10x CY2027 ev/ebitda with ebitda growing at 61% CAGR for the next 2 years... with $2.5B of cash and $0 debt. IMO, $RDDT is -50% undervalued right now. NFA. DYOR. *I own $RDDT personally and so does @FirstWaveFund
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Scott Moraes
Scott Moraes@scottmoraes155·
hourly $QQQ... am I the only one that thinks we might surprise squeeze to $605 by tomorrow? everyone seems convinced it goes lower. $592.55 is 200MA.. If we U&R late shorts screwed
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Scott Moraes
Scott Moraes@scottmoraes155·
@trulinkz Yeah. I’ll buy spot/commons sometimes but mostly options for leverage and capped downside. Have to find the right ones though which is its own world
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Scott Moraes
Scott Moraes@scottmoraes155·
Bought more $SLB calls at $45 this morning.. remember Venezuela? Thesis is oversold retrace when oil services should ball regardless which way Iran goes. Happy it’s perking up (don’t love the overhead MAs but whatever)
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Scott Moraes
Scott Moraes@scottmoraes155·
@MacroSkokie Saw that a few days ago.. so wild it’s almost the same PA! Maybe we go lower but now sentiment has fully shifted and I’d be more likely to quick long if options get cheap enough
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Sourpatchtrades
Sourpatchtrades@MacroSkokie·
@scottmoraes155 😍😍😍. We crushed it. Nice! If you want to have fun go look at the 1980 precedent.
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Scott Moraes
Scott Moraes@scottmoraes155·
Bought more April $IBIT calls on 2021 ATH SR. Not great sale action but good RR if right
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Scott Moraes
Scott Moraes@scottmoraes155·
@trulinkz Thanks, it certainly seemed like a possibility and even better that most of Fintwit was still saying how great the fundamentals were when chart and price action looked terrible lol
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Scott Moraes
Scott Moraes@scottmoraes155·
@PeterSchiff Is there a single situation that you would tell people to sell gold?
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Peter Schiff
Peter Schiff@PeterSchiff·
Gold traders don’t get it. Feb.'s 0.7% surge in producer prices, which annualizes to 8.4%, is not bearish for gold because it delays rate cuts. It’s bullish as it shows inflation is out of control and the Fed won’t hike rates to rein it in! Buy this misguided knee-jerk reaction.
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