UPBOptionMil

$SERV: 'Also, there's going to be some big announcement we have coming out about autonomy. So we're going to keep pushing the technology, and that has downstream impacts on the operation as well. On the scale, as we are building demand, especially with new partners, I mentioned how we have more than doubled the number of merchants with Grubhub and merchant in the last quarter.'

Insane stat on $SERV deliveries. Bears talk about tin cans falling over or getting stuck, yet this: Our delivery completion rate was 99.9% in Q3 as it was in Q2. That means that of every 1,000 deliveries we pick up, 999 are delivered to the consumer successfully and no tip needed.

Trades last week: $CBRS puts 383% $SERV calls 300% $SQQQ calls 275% $TEM calls 173% $V puts 5.6% $CIFR calls +50% on half, rest expired $RBLX 0%

$SERV has a $262 million market cap, holds $198 million in cash, and not debt. So 75% of the companies valuation is cash.

It was only a matter of time before the N.Y. Giants being in first place in the NFC East broke something

Good Morning! "Your present circumstances don't determine where you can go; they merely determine where you start." - Nido Qubein

Someone forgot the altoids at the open

Bears went to sleep happy... Probably a good idea to stay in bed

Implied moves for earnings next week - 1332 companies reporting(2of4) optionmillionaires.com/impli… $MELI: 8.04% $UBER: 8.03% $ABNB: 8.02% $OUST: 17.42% $AEHR: 17.13% $IOVA: 16.86% $DOCN: 16.79% $LASR: 16.75% $RUN: 16.04% $HUT: 15.91% $SG: 15.81% $SNAP: 15.54% $HLF: 15.33% $RILY: 15.27% $NET: 15.15 $DAVE: 15.12% $DDOG: 15.12% $NVAX: 15.08% $ALAB: 15.06% $NVTS: 14.98% $RXRX: 14.89% $LMND: 14.74% $CORZ: 14.49% $RIOT: 14.29% $AXON: 14.28% $CAR: 14.12% $ACMR: 14.08% $SEDG: 14.01% $IBRX: 13.87% $DNUT: 13.74% $CLOV: 13.68% $CPNG: 13.47%

$IREN up 10% so far this week. The fun with options doesn't happen on the first 7% gain. Or the next 3% gain for the stock. Its the next 10%... 20%... 30%. When the call you bought that expires in 5 days when it was 20% out-of-the-money is all of a sudden 5% out of the money, and then in-the-money. When the call was 100% and now it is 1,000%. Any sane person sells at 100%. The hold is always the hardest. What crazy person holds a position up 2,000% knowing one tweet from POTUS can send it to zero in a flash? Some quick thoughts on a Wednesday morning. Let's see how insane I get today...

1 day before a binary event and you take the time to adjust your price target 0.24%? $RBLX

$RBLX says HI!

$VRT beat and raise EPS $2.21 vs. $1.83 est. Revenues $4.313B vs. $3.760B est. Raises EPS Guidance from $6.65-$6.75 to $7.15 vs $6.74 est. Raises FY2026 revenue guidance from $14.000B to $14.650B vs $14.016B est.

I still don't get the 14%+ short interest on $FSLY nor how it trades down here... It's as if the stock broke after its IPO It trades like a value stock... 5x's revenues yet its growing 20%+ If $FSLY was valued like $NET it's a $200 stock Maybe one day... for now its over its 50dma with $30 up next...

Morning Rant -> Monday 43 - 0 Black Monday youtube.com/watch?v=FwL2lUw4… $LULU

Good Morning! "Believe you can and you’re halfway there." – Theodore Roosevelt