“Biggest plays: $LULU / $AMZN / $USO”
After 4 years.. i did it. +107K (realized) YTD.
Listed as one of the biggest plays that contributed to the author's +107K YTD realized gain during the historic bull recovery.
1d—
3d+0.1%
1w+0.6%
1m—
3m—
6m—
1y—
$AMZN
4 thesesbullish 100%neutral 0%bearish 0%
Avg return (1d)
+2.6%
Win rate (1d)
33% (3 resolved)
Recent theses
Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel
Amazon's in-house chip business (Trainium, Inferentia) is already larger than AMD's and approaching Broadcom and Intel scale. By decoupling from expensive semiconductor supply chains through custom silicon, Amazon gains significant cost advantages and should continue gaining chip market share.
1d-1.4%
3d-0.8%
1w-1.8%
1m—
3m—
6m—
1y—
“AMZN calls (rage bought more today, expiration tomorrow implied)”
If AMZN goes up 8% tomorrow this will be worth $1 million. If not, I’m cooked
Author is heavily leveraged into AMZN call options betting on an 8% move up tomorrow. Position has substantial profit potential if realized, implying conviction in imminent upside despite recent underperformance.
1d-0.4%
3d-0.4%
1w+2.6%
1m+4.0%
3m+35.3%
6m—
1y—
The last thing $AMZN bears see before getting margin-called
Amazon is poised to run significantly higher, catching bears off guard and forcing margin calls. The post title suggests a confident bullish outlook with shorts getting liquidated.
1d+9.6%
3d+9.6%
1w+9.1%
1m+4.6%
3m+9.0%
6m+16.5%
1y—
End of results.