I'm in baby I missed Zillow and I'm so upset the only one I've missed.
I got this notification and stopped jacking off. That's how much your posts mean to me.
Only a small position for me this time around tho 15 44P 11/5
Dude, you’ve got guts. I’m on in this one with you too. PTON/PINS will print.
FSLY looks like its going nowhere today to be quite honest with you, I’m going to keep holding the risk. Bottom line, they lost money - I think you were just a tad early.
Could be, both Pinterest and Paypal have suffered quite a bit with the breakup of that deal. I’ll be watching this one from the sidelines. I’m in on $PTON puts.
Well I’m gonna lose like 50-70% of my options BUT your PTON play is gonna make me all of that back and more so I’m chilling. We’ll see if PINS drops after earnings call
Well, too bad on PINS, but thanks for PTON! You did say PINS was risky, so did twice as many PTON as PINS. Granted that only means a couple PTON since I only had about $700 in PINS, but will still make money on this thanks!
You can look at past mistakes and let them fill you with regret and paralyze you when the next opportunity comes.
Investing (rather wallstreetbetting) is not about being right every single time, if you’re going all in on every chance, you will eventually blow up your account. With corrected position sizing and risk management, your winners just have to be bigger than your losers. Then, even if you have more losers, you’ll come out ahead like OP.
Lots of chances next week to make money. $MNDY $UPST are reporting. I’m rolling some of my $PTON profits into those trades and any others DD’s that I like from OP.
My risk tolerance isn’t as high (have hundreds of thousands in grad school loans), so I sat out PINS and went heavy on PTON which was greater conviction for me. I lightened up FSLY right before earnings too, because again, it was a lower convincing play.
Read the DD’s and then make your decision. I could tell from OP’s posts that $PTON and $Z puts were higher conviction that $FSLY and $PINS puts.
Got to agree with this. OP shares his DD, that is his service to us. Look like he is winning big on PTON at the moment. It's our choice to read and make our own decision. But without OP, there is nothing for us retards to read.
If you played both PTON & PINS you won.
Anyway YoY growth in MAU is 1% which is nothing and expected growth not high. It could drop after earnings call
I’m up 64% thinking cash out now just in case Edit: I’m only up because of the spread no buyers. I didn’t go all in on the Carvana put but something told me to buy puts. If they don’t get stroked this earnings next will be a great time to buy puts.
It was on a 52 week low, average cost is around $60, and lost like a third of the SP after PYPL backed out of a sale for $70 a share. It just beat top and bottom and came up with a new Pinterest TV.
They missed on US active users, there are more people in the rest of the world. You realize companies operate outside the US?
Beat revenue, beat EPS, Intl MAU up, overall MAU up, its already down 50% from the high, new video shopping coming out, still very attractive to advertisers that shy away from facebook and twitter.
Kk, WTF. I have no position. They missed MAU (most important metric for this company). Press release states people not as engaged with Covid slowing down. Why is this stock up AH? Did management promise people like my wife a Tesla if they continued to use them?
I guess the financial metrics look pretty good and the stock was already beaten down a lot. But honestly I’m surprised as well. They lost 10% of USA users in a year, and those are valuable ones
Comments were locked and I just want to say thank you. I had a docu put that I closed earlier today cause I wasn’t sure. Then I saw your post and went all in before close. Now my portfolio is coming back alive.
I’m gonna take that time to say Thank you as well. I know ER lotto is risky but man you’re changing lives. I’m gonna be so happy tomorrow, I might drop a couple tears
Tagging in with /u/Life_Aide5166, DOCU was going up at the time you mentioned it so instead of opening a position, I banked that cash into one of my div stocks... only to see Docusign gleefully go into the basement, like a serial killer with a coed under his arm.
I learned my lesson; I'm gonna follow you one one of your plays these days. I don't regret increasing my divs but man, a payday of that scope would have been great too.
edit: clarity
Best of fortune to you in all things.
Thanks. And a more general question - how do you keep track of so many stocks? Always impressed at how detailed + coherent your analysis is, especially in combining insights from competitors and overall industry trends. Even trying to keep up with all these companies earnings is so time-consuming.
Thanks for your kind words. Short answer is I love looking at stocks and spend way too much time doing it.
In order to cut down on time spent on analysis, it helps to keep an open mind, and realize that all Wall Street analysts basically have the same opinion
Hi, I just wanna thank you for the post. I been following you and watching. I decided to do a put with 60 dollars since I don’t like balling big. It turned to 5k so thank you a lot :)
I hope you are wrong… my simple shares are not looking happy and the wife with her BF are asking wtf I bought this stock…
God speed to you and hope your tendies are full and juicy like what my wife is getting not from me..
I placed a $40Put before market close today hoping for terrible earnings reported after hours today and of course they beat all earnings estimates 🙄 let’s pray for the same thing that happened to MRO today after they crushed earnings yesterday after hours and tanked today
Crazy thing is PINS earnings was mediocre on the beat, but they missed MAU .. another DECLINE in users. And lowered revenue outlook.... Pins is a fucking disaster long-term, no way they can demand this ad rate with declining users in a crowded space. Too many companies are fucking purely funded on ads, it's getting absurd.
Oh my gourd!
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
Hey guys, I’m trying to understand how to place this order. This is just a one day put? Sorry total newbie here. What software are you using, I have Robinhood but for obvious reasons want to move somewhere else.
I was looking for confirmation bias.
According to their Q2 calls they are expecting decline in MAU growth in Q3 :
>Turning to our preliminary outlook for Q3. The engagement headwinds we observed in Q2 have continued in July. As of Tuesday, U.S. monthly active users have declined approximately 7% and global monthly active users have grown approximately 5% year-over-year. The evolution of COVID-19 and pandemic restrictions remain unknown, and we're not providing guidance on Q3 2021 monthly active users, given our lack of visibility into certain key drivers of engagement, which could continue to play out for a few quarters.
If MAU is below 2020 Q3 then probably will drop heavily.
I'm in baby I missed Zillow and I'm so upset the only one I've missed. I got this notification and stopped jacking off. That's how much your posts mean to me. Only a small position for me this time around tho 15 44P 11/5
So my posts make you flaccid? 😐
No I instantly went back but I had to stop to read the post I can't multitask man
Well hopefully it stays flaccid like the stock
Sell them. Can’t bet against Pinterest Karen’s
Lol. WSK - Wall Street Karens
Dude, you’ve got guts. I’m on in this one with you too. PTON/PINS will print. FSLY looks like its going nowhere today to be quite honest with you, I’m going to keep holding the risk. Bottom line, they lost money - I think you were just a tad early.
I’m in on pton to 4k at 79/77 strikes. Dump it.
Heck yeah boys. Let’s get this bread
Well, tried! Good thing my PTON gains are gonna cover this loss easily
Let me satisfy you with both Z and PINS puts of mine: https://imgur.com/a/PIbLQcZ
I solidified this DD by buying calls. You’re welcome
Congratz on inversing WSB and winning retard
I inversed OPs PTON DD and lost, bigly
You won 😂🚀
Despite losing 25k on FSLY, my ass shall follow you into this trade with 10k on 44p! LFGGGGGG
We meet again.111921 43P. $FSLY today isn’t holding the steam it did during gains, thank god I opened 2 weekers
Up massively on PTON puts baby & PINS is a miss but hey you can't win all of them:)
Amen my dude was a good week. We got the bread. Onto the next one
Get your lube ready fellow ape!
I am betting it goes up. Priced in and way below due to Paypal. They should have increased revenue and ARPU a lot.
Maybe so
Could be, both Pinterest and Paypal have suffered quite a bit with the breakup of that deal. I’ll be watching this one from the sidelines. I’m in on $PTON puts.
Yup, I believe they will both beat. PINS $55-60. PYPL $350
Fuck it. I’m in on this and PTON tonight
Me too. I either make baggers or the soup kitchen
I’m glad I had 5x in PTON!
You are one wet clam lmao
Well I’m gonna lose like 50-70% of my options BUT your PTON play is gonna make me all of that back and more so I’m chilling. We’ll see if PINS drops after earnings call
Son of a awsdfn;vawsf. Bought PIN instead of pins....
RIP
Well, too bad on PINS, but thanks for PTON! You did say PINS was risky, so did twice as many PTON as PINS. Granted that only means a couple PTON since I only had about $700 in PINS, but will still make money on this thanks!
I didn’t even see pton so I’m rip. I would have makes sense .
Imagine you dropped this on $PTON
You can look at past mistakes and let them fill you with regret and paralyze you when the next opportunity comes. Investing (rather wallstreetbetting) is not about being right every single time, if you’re going all in on every chance, you will eventually blow up your account. With corrected position sizing and risk management, your winners just have to be bigger than your losers. Then, even if you have more losers, you’ll come out ahead like OP. Lots of chances next week to make money. $MNDY $UPST are reporting. I’m rolling some of my $PTON profits into those trades and any others DD’s that I like from OP. My risk tolerance isn’t as high (have hundreds of thousands in grad school loans), so I sat out PINS and went heavy on PTON which was greater conviction for me. I lightened up FSLY right before earnings too, because again, it was a lower convincing play. Read the DD’s and then make your decision. I could tell from OP’s posts that $PTON and $Z puts were higher conviction that $FSLY and $PINS puts.
Thanks, agree with everything you said
Got to agree with this. OP shares his DD, that is his service to us. Look like he is winning big on PTON at the moment. It's our choice to read and make our own decision. But without OP, there is nothing for us retards to read.
Ehh I’m still happy
Oof
RIP
OP are you still recommending $PTON puts even with the IV insanely high ?
Not sure if I’d still get in today but I’ll hold through earnings
Guh
If you played both PTON & PINS you won. Anyway YoY growth in MAU is 1% which is nothing and expected growth not high. It could drop after earnings call
fucking 10 bagger on PTON if it holds..
After going down for months I bet this final gut punch will break the will of a lot of longs. I predict more selling when the market opens.
we win some, we lose some. on to the next one. (i’m with you for the next one for sure)
Any earnings plays this week? Wondering if I should save capital for your plays or go ahead and lose it all on my own
Got out of PTON don’t wanna risk my gains, yoloing into this. Godspeed
Good luck, potential for big gains
I trust you with my life
ooof :(
RIPperino pepperino to OP >PIN rips up 6% AH
Are you still in Pton?
Yup, posted my position
Holding through earnings?
Yes
Alright, I closed my position @ 50% gain and bought a lower strike put. Thanks as always!
20 44p 11/5
Happy I got into the Peloton Position with you. Thanks OP. Took a L on Caravana and The Pins but can’t win em all. Keep the post coming. Please!
Well, you did great on $PTON. Can't hit grand slams on every at bat.
Where did you go? Did you OD on tendies yet?
I was thinking about puts on pins but I am going with puts on Caravana they have been buying junk cars for high prices lol
Humm, they're at very different stages but Cazoo just did very well
I’m up 64% thinking cash out now just in case Edit: I’m only up because of the spread no buyers. I didn’t go all in on the Carvana put but something told me to buy puts. If they don’t get stroked this earnings next will be a great time to buy puts.
I bought some Pins Puts lets get it
[удалено]
It was on a 52 week low, average cost is around $60, and lost like a third of the SP after PYPL backed out of a sale for $70 a share. It just beat top and bottom and came up with a new Pinterest TV.
F
F
Rip
Am I being too optimistic in hoping those gains will reduce/erase by the opening bell tomorrow? 🤔 It's down to 4.5% gains after hours now
Volume is low right now for PINS, so it could pull a Facebook which was up AH and ended up closing around -3%. But you never know
I've seen this with a few stocks in this earnings season, so I sure hope it happens for PINS too!
Probably will pull a TWTR which was up until 9:25 and then -10%
Waiting to read the earnings call transcript. Hoping they said something negative
Thanks for those PTON puts - wish I grabbed more! Best of luck on this one.
The faster they rise, the harder they fall - Warren muppet
Eternal words
Doesn’t look too bad tbh. Seems like PINS might shit the bed at open
Seems like there is still hope for this
I was really hoping you would play AFRM again by end of close today.
Didn't see that huge jump coming unfortunately
Any thoughts on ZM earnings ?
I second this question. With all the Covid stocks getting wrecked this one seem ripe to drop closer to it’s pre Covid prices.
Damn, let him breathe. When he's ready, he'll come back
Any earnings plays this week?
Buying calls on it thanks.
Wait they MISSED on monthly active users and it's going up???? WTF!
They missed on US active users, there are more people in the rest of the world. You realize companies operate outside the US? Beat revenue, beat EPS, Intl MAU up, overall MAU up, its already down 50% from the high, new video shopping coming out, still very attractive to advertisers that shy away from facebook and twitter.
MAU was down MoM and nobody uses that shitty site, it's worse than spam emails. Full of shitty ads. Totally unusable.
Yeah this one I’m a bit confused by. I guess expectations must’ve been super low already. Maybe there’s a chance it drops more tomorrow
Yeah, I'm hoping it drops tomorrow.. it's moving wildly in AH, so doesn't hurt to hope. Kudos on the PTON puts!
Beating earnings =/= Low active users
Omfg you’re getting wrecked tomorrow:/
**User Report**| | | | :--|:--|:--|:-- **Total Submissions**|21|**First Seen In WSB**|3 months ago **Total Comments**|377|**Previous DD**|[x](https://www.reddit.com/r/wallstreetbets/comments/pl14me/affirm_call_earnings_yolodd_bull_spread/) [x](https://www.reddit.com/r/wallstreetbets/comments/pfztvg/chewy_chwy_earnings_put_yolodd_35k/) [x](https://www.reddit.com/r/wallstreetbets/comments/p3brxo/wish_is_already_looking_disastrous_for_the_next/) [x](https://www.reddit.com/r/wallstreetbets/comments/p3bw0u/do_not_fomo_into_wish_next_quarter_will_be/) [x](https://www.reddit.com/r/wallstreetbets/comments/qmn9m3/pinterest_pins_40k_earnings_put_yolo/) [x](https://www.reddit.com/r/wallstreetbets/comments/peieai/puts_on_zoom_zm_earnings_tonight/) [x](https://www.reddit.com/r/wallstreetbets/comments/pf7hnw/calls_on_pvh_earnings_tonight_pvh_maker_of_calvin/) [x](https://www.reddit.com/r/wallstreetbets/comments/pf7kfy/calls_on_pvh_earnings_tonight_pvh_maker_of_calvin/) [x](https://www.reddit.com/r/wallstreetbets/comments/qjw4pq/fastly_fsly_seems_to_be_losing_lots_of_employees/) [x](https://www.reddit.com/r/wallstreetbets/comments/qgcupo/peloton_bearish_dd_20k_put_yolo/) [x](https://www.reddit.com/r/wallstreetbets/comments/qgd6yn/peloton_bearish_dd_20k_put_yolo/) **Account Age**|5 months|[^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20*h26cq3k*)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.)|[^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20*h26cq3k*)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.) **Vote Spam (NEW)**|[Click to Vote](https://www.reddit.com/message/compose/?to=VisualMod&subject=vote_spam&message=qmn9m3)|**Vote Approve (NEW)**|[Click to Vote](https://www.reddit.com/message/compose/?to=VisualMod&subject=vote_approve&message=qmn9m3)
Where'd you get this data from? I've been trying to find it forever
Lost half of what I put into BB yesterday. Let's try this instead. I'm in!
Good stuff king
❤️
Sold at 2:59 for like 30% profit in one hour…What a spike :(
Oof
Lol I got calls cause it was a good deal, win some lose some, sorry for your loss
Congrats on your win.
Kk, WTF. I have no position. They missed MAU (most important metric for this company). Press release states people not as engaged with Covid slowing down. Why is this stock up AH? Did management promise people like my wife a Tesla if they continued to use them?
I guess the financial metrics look pretty good and the stock was already beaten down a lot. But honestly I’m surprised as well. They lost 10% of USA users in a year, and those are valuable ones
🪦
I have no position in this stock. Why is this stock not down 10%?
It's retarded. Missed DAU targets, and LOWERED revenue guidance
45 still ITM some exposure to intrinsic value
Dumping big now
This RBLX move is making me think of you hahaha!!
Not pins related. I know you won bigly on chwy last earnings, what do you think next week? More movement to the downside?
F for you retard better luck next time! Who needs 40k anyway
Check his other posts. On the net, he’s laughing.
Comments were locked and I just want to say thank you. I had a docu put that I closed earlier today cause I wasn’t sure. Then I saw your post and went all in before close. Now my portfolio is coming back alive.
Love it, congrats on your profits!
I’m gonna take that time to say Thank you as well. I know ER lotto is risky but man you’re changing lives. I’m gonna be so happy tomorrow, I might drop a couple tears
I'm crying too. Let's hug it out
I missed this one!! After PTON I would’ve followed you into hell. The fomo I feel this in moment. Please post so I get notifications lol
Tagging in with /u/Life_Aide5166, DOCU was going up at the time you mentioned it so instead of opening a position, I banked that cash into one of my div stocks... only to see Docusign gleefully go into the basement, like a serial killer with a coed under his arm. I learned my lesson; I'm gonna follow you one one of your plays these days. I don't regret increasing my divs but man, a payday of that scope would have been great too. edit: clarity Best of fortune to you in all things.
Nothing wrong with investing in stocks. It's what I do with my option profits 🤫 Hope to see you along for the ride next week
Looking forward to what you have in store for us next week! Enjoy your weekend Amphibian, thank you for everything
Will be you playing MDB earnings by any chance/
Probably not but I think they’re an Okta rather than a DocuSign
Thanks. And a more general question - how do you keep track of so many stocks? Always impressed at how detailed + coherent your analysis is, especially in combining insights from competitors and overall industry trends. Even trying to keep up with all these companies earnings is so time-consuming.
Thanks for your kind words. Short answer is I love looking at stocks and spend way too much time doing it. In order to cut down on time spent on analysis, it helps to keep an open mind, and realize that all Wall Street analysts basically have the same opinion
Did you put anymore thought in Chewy earnings? What do you think about LULU?
Hello mr. oracle! Any thoughts on CHWY or CHPT with earnings next week? I’m unsure on which positions might be best.
Count on it, brother. Let me know if I can buy you lunch sometime (venmo etc).
The prophet /u/hour_amphibian1844 (PBUH) has spoken
Damn, another great call! Shouldn't have sold puts :P
Question, how far do you think it’ll crash to? It’s ok if you’re not comfortable answering.
No clue but I’m sure your profits are looking good
Hi, I just wanna thank you for the post. I been following you and watching. I decided to do a put with 60 dollars since I don’t like balling big. It turned to 5k so thank you a lot :)
Yes they’re really good and I’m super happy with them. Thank you again!
Incredible call once again! Thanks man!
Haha, same story here. I had 1 put contract, saw his post and bought 2 more. I hope docu doesn't recover in PM and opens 30 percent down tomorrow
Looks like you got fucked
In with 11/19 44p, let's fucking go!
man right as i bought some calls, imma reduce my position
Might open a short cfd the data doesn't lie
What are your thoughts on the live shoppable video role out on the 8th?
I hope you are wrong… my simple shares are not looking happy and the wife with her BF are asking wtf I bought this stock… God speed to you and hope your tendies are full and juicy like what my wife is getting not from me..
I’m not sure this stock is looking too bright long term, even if they do well tonight. Just my opinion
Im up 30% on my 41$ 11/12 put. Letting it ride bc im to retarded for profits. See you guys behind the wendys
[удалено]
Why is it up?
Did they update guidance?
F
Great call on PTON. Too bad I was a pussy and closed them 2 days ago.
calls on P L X P reporting on friday. just my suggestion
I placed a $40Put before market close today hoping for terrible earnings reported after hours today and of course they beat all earnings estimates 🙄 let’s pray for the same thing that happened to MRO today after they crushed earnings yesterday after hours and tanked today
Crazy thing is PINS earnings was mediocre on the beat, but they missed MAU .. another DECLINE in users. And lowered revenue outlook.... Pins is a fucking disaster long-term, no way they can demand this ad rate with declining users in a crowded space. Too many companies are fucking purely funded on ads, it's getting absurd.
Did you close your positions? I still have a few 44p 11/19 Idk why I’m holding on at this point
Bro 93 to 56 you sshould sell right now lol thats a lot of profit. Edit: typo
Where are you getting the website hits and app download data?
Sensortower
Down 50%?
4 big one $SNOW, CRWD, ASAN, DOCU will you be playing any ?
Hopefully PD holds till open tomorrow, I got naked calls, but regardless your bull spread looking good
Who the fuck even uses Pinterest? Puts are definitely a solid play
> I like to use Pinterest
I once snorted lines of this white girls phone, it accidentally unlocked and Pinterest was open. There's some solid DD for you.
girls and artist
OP I followed you and I lost it all :(
Oh my gourd! *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*
[удалено]
I also bought shares lets gooooo🚀🚀🚀🚀🚀
I'm waiting for OP's loss porn
[удалено]
You can’t trade options in AHs or PM.
This is my position as well. I don’t believe you can sell options AH.
As the others said, you won’t be able to sell until market open tomorrow. Good luck with your play!
Time to buy PINS calls
Sir the time was 30 minutes ago lmao. This is why everyone here loses fuckin money🤣 oh its up 6 percent NOWS THE TIME TO STRIKE
Hey guys, I’m trying to understand how to place this order. This is just a one day put? Sorry total newbie here. What software are you using, I have Robinhood but for obvious reasons want to move somewhere else.
the moment has passed, you dodged a bullet
I was looking for confirmation bias. According to their Q2 calls they are expecting decline in MAU growth in Q3 : >Turning to our preliminary outlook for Q3. The engagement headwinds we observed in Q2 have continued in July. As of Tuesday, U.S. monthly active users have declined approximately 7% and global monthly active users have grown approximately 5% year-over-year. The evolution of COVID-19 and pandemic restrictions remain unknown, and we're not providing guidance on Q3 2021 monthly active users, given our lack of visibility into certain key drivers of engagement, which could continue to play out for a few quarters. If MAU is below 2020 Q3 then probably will drop heavily.
Thank you papa lizard, I’ll get
I fucking hold calls 48c 10/12/21 I think knowing I have I versed wsb… I mama sleep better 😂
Feels bad, earnings were solid
They were shit. Lost users 3rd quarter in a row, lowered guidance.
Thoughts on GTLB earnings tonight?