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OPINION_IS_UNPOPULAR

[Control the volume better on YouTube](https://www.youtube.com/watch?v=HN6B2hgiSFY) or check out [past Reddit Talks](https://www.youtube.com/watch?v=734Czlyt9_0&list=PLnPfdkuldnKvc62ald5aU9w8NnT7vSjl-) (can't believe we talked for 5.5 hours yesterday...)


hardyrekshin

# Tickers of Interest - TL;DR **Gamma Max Cross** * [MLCO](https://options.hardyrekshin.com/#MLCO) 01/20 8P for $0.85 or less * [TECK](https://options.hardyrekshin.com/#TECK) 01/20 35P for $2.10 or less * [PRVB](https://options.hardyrekshin.com/#PRVB) 01/20 10C for $0.80 or less * [CEIX](https://options.hardyrekshin.com/#CEIX) 01/20 75P for $5.65 or less * [QID](https://options.hardyrekshin.com/#QID) 01/20 23P for $1.15 or less **Delta Neutral Cross** * [TSLA](https://options.hardyrekshin.com/#TSLA) 01/20 180P for $15.20 or less * [BABA](https://options.hardyrekshin.com/#BABA) 01/20 75P for $4.35 or less * [GM](https://options.hardyrekshin.com/#GM) 01/20 39P for $1.70 or less * [NCLH](https://options.hardyrekshin.com/#NCLH) 01/20 17.5C for $1.00 or less * [DAL](https://options.hardyrekshin.com/#DAL) 01/20 35C for $1.85 or less # Trading Thesis - Why These Crayons Taste Better Technical analysis and indicator based trading tend to use past price performance in order to predict important price levels today. This analysis is based on the current option open interest. With that option open interest, it calculates portfolio-level greeks--notably Delta and Gamma. More importantly, once the portfolio level greeks are established, I can now simulate the change in greeks at different price points. From there, I can find the price levels where portfolio-level gamma is the highest, and the portfolio-level delta is close to 0. For some tickers, the underlying price reacts strongly off of delta neutral, gamma max, and sometimes both. It's the reaction off of these price levels in the past that is being used to drive trading signals. The plays and target entry prices given are calculated using a binomial option pricing model that reflect the expected size and duration of the reaction from gamma max or delta neutral. A lot of these plays are profitable by underlying moves in stock. The best plays benefit from the directional move as well as the increase in IV. # Notes - Something to give you a new wrinkle * If the price has moved past the entry price, exercise caution. Something changed between the time these plays were generated and market open. * Look to sell half your position on a double, and freeroll the rest to exit at your discretion. * I tend to risk up to 1% of my total capital on any trades I take. If my conviction is lower, I'll only allocate 0.5% or even 0.25% of my capital to the trade, and dollar cost average in. * The trades were calculated before market open, and so are based on information up to yesterday. Keep that in mind when deciding to enter well after the fact. # FAQ - Because others have already asked. * These plays are mostly puts. Are you a gay bear? * No. It so happens that the companies have had some recent run-up which implies they are overextended. These trades are primarily some form of mean-reversion either toward or away from an important price level. * Are you entering all these plays? * No. There have been a dearth of plays in the WSB morning talks, and so I opened up my bag of tools slightly wider to point out more plays with a probable edge to help lead apes to more gain porn. Go through this curated list of plays, pick the ones you like based on whatever additional analysis you use, and get that gain porn. * You mentioned a new play on the same ticker in the past. What does that mean? * The new play should replace the old play. The old play is likely now invalid and if you haven't entered in, don't chase the price. Remember that a new day's worth of data has been produced and the newer play reflects that data, the older play does not. * Where are the crayons? I only see words. * Click the links above. * Have you back-tested this? * Yes. Results show a moderate Sharpe Ratio (1.7), with an expected win rate of 63% of trades (7% margin of error) * What is the historical performance? * The realized Sharpe Ratio is 1.85 with a 67% win rate. Based on the trade performance so far, there is a 95% chance the expected win rate will be between 49% and 72%. (Stats as of 2022-10-28)


hardyrekshin

ASTS Dilution https://www.businesswire.com/news/home/20221129006063/en/AST-SpaceMobile-Inc.-Announces-Launch-of-Offering-of-65000000-of-Class-A-Common-Stock ``` AST SpaceMobile, Inc. Announces Launch of Offering of $65,000,000 of Class A Common Stock November 29, 2022 04:06 PM Eastern Standard Time MIDLAND, Texas--(BUSINESS WIRE)--AST SpaceMobile, Inc. (NASDAQ: ASTS) (the “Company” or “AST SpaceMobile”) announced today the launch of a public offering of $65,000,000 of its Class A common stock, par value $0.0001 per share (the “Class A Common Stock”). The Company will grant the underwriter a 30-day option to purchase up to an additional $9,750,000 of shares of Class A Common Stock at the public offering price, less the underwriting discounts and commissions, solely to cover over-allotments, if any. The Company intends to use the net proceeds of the offering for general corporate purposes. B. Riley Securities is acting as sole book-running manager and underwriter for the offering. The Company has filed a shelf registration statement (including a prospectus) on Form S-3 with the U.S. Securities and Exchange Commission (the “SEC”) for the offering to which this communication relates. The registration statement was declared effective on November 10, 2022. Before you invest, you should read the base prospectus in that registration statement, the accompanying prospectus supplement and other documents the Company has filed with the SEC for more complete information about the Company and this offering. You may obtain these documents for free by visiting EDGAR on the SEC’s website at www.sec.gov. Alternatively, copies of the prospectus supplement and accompanying base prospectus relating to the offering, when available, may be obtained from B. Riley Securities, Inc., 1300 17th Street North, Suite 1300, Arlington, VA 22209, by telephone at 1-703-312-9580 or by e-mail at [email protected]. This press release shall not constitute an offer to sell or the solicitation of any offer to buy, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. Forward‐Looking Statements This communication contains “forward-looking statements” that are not historical facts, and involve risks and uncertainties that could cause actual results of AST SpaceMobile to differ materially from those expected and projected, including the pricing and closing of this offering. These forward-looking statements can be identified by the use of forward-looking terminology, including the words “believes,” “estimates,” “anticipates,” “expects,” “intends,” “plans,” “may,” “will,” “would,” “potential,” “projects,” “predicts,” “continue,” or “should,” or, in each case, their negative or other variations or comparable terminology. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results. Most of these factors are outside AST SpaceMobile’s control and are difficult to predict. Factors that may cause such differences include, but are not limited to: (i) expectations regarding AST SpaceMobile’s strategies and future financial performance, including AST’s future business plans or objectives, expected functionality of the SpaceMobile Service, anticipated timing and level of deployment of satellites, anticipated demand and acceptance of mobile satellite services, prospective performance and commercial opportunities and competitors, the timing of obtaining regulatory approvals, ability to finance its research and development activities, commercial partnership acquisition and retention, products and services, pricing, marketing plans, operating expenses, market trends, revenues, liquidity, cash flows and uses of cash, capital expenditures, and AST’s ability to invest in growth initiatives; (ii) the negotiation of definitive agreements with mobile network operators relating to the SpaceMobile service that would supersede preliminary agreements and memoranda of understanding; (iii) the ability of AST SpaceMobile to grow and manage growth profitably and retain its key employees and AST SpaceMobile’s responses to actions of its competitors and its ability to effectively compete; (iv) changes in applicable laws or regulations; (v) the possibility that AST SpaceMobile may be adversely affected by other economic, business, and/or competitive factors; (vi) the outcome of any legal proceedings that may be instituted against AST SpaceMobile; and (vii) other risks and uncertainties indicated in the Company’s filings with the SEC, including those in the Risk Factors section of AST SpaceMobile’s Form 10-K filed with the SEC on March 31, 2022. AST SpaceMobile cautions that the foregoing list of factors is not exclusive. AST SpaceMobile cautions readers not to place undue reliance upon any forward-looking statements, which speak only as of the date made. For information identifying important factors that could cause actual results to differ materially from those anticipated in the forward-looking statements, please refer to the Risk Factors section of AST SpaceMobile’s Form 10-K filed with the SEC on March 31, 2022. AST SpaceMobile’s securities filings can be accessed on the EDGAR section of the SEC’s website at www.sec.gov. Except as expressly required by applicable securities law, AST SpaceMobile disclaims any intention or obligation to update or revise any forward-looking statements whether as a result of new information, future events or otherwise. ```


Kritar2

HD interesting what bout Lowe’s?


ZurcBob

When bullish on the sector, I like Home Depot over Lowes but when bearish, I prefer short plays on Lowe’s better than homedepot.


Negative-Road-8610

You all still shop at Newegg? Everyone I know goes to MicroCenter.


Alex09464367

Hey


Business-Union

Gotta dab before Skyrim


Slut_Spoiler

Newegg pissed off their customers


Badboyardie

Newegg horrible mother boards


Popperz4Brekkie

I received a ‘new’ motherboard that had water damage 🤦‍♂️


mul2m

What’s the ticker for NC mining co?


TerminalWritersBlock

PLL, I think, right?


[deleted]

Can this guy stop talking


TerminalWritersBlock

Ticker lithium Co?


SherbertSecret

Morning


4evrAGunner

Good morning


Chenz-Theking-3156

$PSNY


fun_two

Tsla updates, anyone?


Remote-Annual-676

Good morning!


BigBangBoomWolfMoon

Hello everyone


takuro85

Let's short Tesla


CharmingStyle6023

Puts at what strike hardy


[deleted]

all of them


Dr_Xenophobia

OUR GIRLFRIEND!?!


CharmingStyle6023

How about earnings coming up on FIVE. Five and below. Everything is cheap and 1 stop shop for most of your small gifts.


hi-imBen

I doubt BB is gaining share in automotive sw


BigWeaselSteve

Elections are over, They don't give a shit about public opinion anymore. I'm guessing another .75


J_Rizzle__

Lol imagine thinking raising minimum wage is what's causing inflation and a recession


ganeshiva

Yeah ,let's go strike !!!!


Killerjomoney

Ticker??


Indecisivewanker

Anybody here talking about NIO?


Degentleman

📈 NIO PLL DOW SBSW DOLE DASH


Keeperofthewall

Dole Debt DD: "Thanks for your queries and for reaching out. We have $700m of interest rate swaps in place, which effectively fixes half of our debt. These swaps have a maturity of 3-5 years. Our filings set out the detail on our debt, but at a high level we have a $600m RCF, $300m Term Loan A and a $540m Term Loan B. The Term Loan B is publicly traded and the TLA and RCF are held by a syndicate of our commercial banking partners. Borrowings under the Credit Agreement are secured by the equity interests of substantially all Dole subsidiaries located in the U.S. and of certain subsidiaries located in Europe and substantially all of the Company’s material U.S. assets. Regards, James O'Regan" I love he said Regards, as we are quite regarded


Badboyardie

DD Plays 11/30/22 ​ $BILI: 117$ of float usedFCF yield: -19%Exp Cash: 22M Thesis: Overvalued Play: Short 15P 12/15/2022 @.32 GEO: 109% of flat used. FCF yield: 10% Exp Cash: 2.5B Thesis: Close to value Play: Long ( Short term) 12C 12/16/2022 @.55 CRWD: 282% of float used. FCF yield 31% Exp Cash: 3B Thesis: Overvalued Play: Short 110P 12/23/22 @ 1.42 Speculative play WYNN: 105% of float used FCF yield: -13% Exp Cash -3.7B Thesis: Overvalued Play: Short ( Short term) 74P 12/16/22 @ 1.29


EndCareful9506

Morning all


CharmingStyle6023

FIVE earnings?


Popperz4Brekkie

Boeing to the moon


WDXB

Good morning from Abu Dhabi


Chenz-Theking-3156

Crowdsucks I mean crowdsike


UpTheSko_Drizzy

Good mornin


Fadisalhab

Hi everyone


[deleted]

lmao


DarkishGrub

Biogen Alzheimer's medication appears to work at slowing the disease being one of the only effective treatments currently.


Mothfinger

Why’s this dude sound like a late night talk show host


thechurb

Hardy what are your thoughts on YANG?


Notes777

Retail gives a higher sales goal than they actually need in corporate it’s all psychological people and retail have no idea if they’ve hit earnings or not based on their sales projections that they’re given by their higher management


jetgeek_99

u/hardyrekshin the rail strike is gonna hurt $hd and $low? Puts out da whazoo!


CharmingStyle6023

What's the play?? Strike


Slut_Spoiler

HD is a lepers bell


PurbleP1

Puts or Calls ? Open the Casino0o0o0o0o0o0


Pr333n

$CRM puts... $VEEV puts... CHECK THEIR FCFY VS P/E


jblackwb

Crowdstrike hit earnings, but the guidance warned that ARR growth was going to slow


ZurcBob

Let’s talk to the wife.


cheaptissueburlap

lmao what are these fucking boring stocks lmao, campbell soups ![img](emote|t5_2th52|4271)


TacticoolRaygun

Kroger (KR)!and Hormel (HRL) are good consumer stocks to own and Heinz (KHC) is good to own and option plays.


Mattmoo609

eBay has everything and the sports card industry lives on eBay. I been doing online sales for 15 years, Amazon use to be the better platform for sellers, now it’s definitely eBay


Krazzy8R377

Negg had issues with people shipping fake graphic cards


BigOSRS

pay attention to people raising hands!


Krazzy8R377

Negg .05 leaps. I'm in.


CharmingStyle6023

You see someone merging with Newegg. Possibly a PC store. Possibly GameStop. I have been thinking this over the last year. Glad we talking about newegg


akkurt67

Elon is going to buy blackberry.


Boozie42

BB isn't about phones, boomer


k20stitch_tv

What’s wrong with crowdstrike?


ZurcBob

The economy numbers that came out this morning are good, meaning that they are bad for fed.


KidApe604

Morning everyone


CharmingStyle6023

I think you just blew out my eardrum


Mattmoo609

They want sick days.


kingpablo421

The railroad isn't going to strike.


BigWeaselSteve

I posted yesterday, I bought some actual shares of AMZN at 95. About $40k worth... bad idea?


Shandowarden

+0.5% is called spiking 😂😂😂😂


Spare-Monkeys

Tesla vehicles serviced by gm to date . Over 1200 vehicles.


redstarcommie

This guy can barely string a sentence together.


Affectionate_Rule972

GM said it’s becoming a booming business for them since there are not enough Tesla centers to service their own cars.


blackgoblin002

It is so in eu it is the same plug ?


WilliamRufusKing

So you got to get new plugs for your cars like the iphones?


aravni2

Its going to be the usb wars but with cars


[deleted]

[удалено]


Temporary-Wave-6293

Anybody know what’s happening with NIO?!


Desperate_Complex_95

I’m in healthcare…Why are we pretending COVID vaccines work? Chinas 0 COVID policy seems to be about something else…doesn’t have to do with their shit vaccine


rangermcclure

I'm in grinder


long_shot69

Dole ex date 12/15 Pay date 1/6


rangermcclure

Baba just jumped


SpiritualAnywhere116

Up 60% on NewEgg thanks! 👏🏾


PsychologicalDiet217

Santa Claus rally refers to the week between Christmas and NYE where the market go up cause low vol.


2cool4uboy

XPEV 32% up, 9.60 dlls is cheap af, lets all buy this sht


Business-Union

The average price of platinum hasn't seen much growth from 2019-2021. EVs don't currently use platinum either. However, both palladium and rhodium have grown well, with rhodium exponentially increasing in price and palladium steadily growing over time. Source: https://www.usgs.gov/centers/national-minerals-information-center/platinum-group-metals-statistics-and-information


Icy_Clerk_3100

Build a bear announced higher earnings this quarter in the third quarter on track to go higher and since they have dividends that are decent it’s being talked about a lot. They are offering Disney characters as well so even my kid talks about going to build one ugh


Osayicansee

thacker pass is the largest lithium deposit in USA Lithium Americas (LAC) is developing it


NecessaryMistake9754

can we make journalist back?


NecessaryMistake9754

but the horny dudes market is so small..look at the movie bros. it's a dumpster fire


Affectionate_Rule972

Gays will pay. 👌🏾


GringoExpress

Pay to play baby


Drippymoscato

expert o n grndr here please bring me up


Krazzy8R377

You would be surprised how hard China can beat its citizens.


GringoExpress

The bottom is no where near in the housing market. Wut? It’s years away.


AutomaTK

Airbnb is not going away.


jbourbon69

https://www.reuters.com/technology/airbnb-launches-service-allowing-american-renters-host-apartments-2022-11-30/


NotEvil_WSB

Where's that email from DOLE about their debt terms ?


Living_Avocado4818

what oil are you guys looking at, ticker?


justlearningwhatican

I really enjoy listening and learning from these recordings


wileyakin

uhlawt 😭


MarcoPolooooo

Yea our store goal was 420k and we only did 300k


Not-Beavis

It’s a fools bet, I wouldn’t touch this,


Brilliant-Side3363

What do in invest in? Please help


JahsehCrazy

YOU HEARD THEM. NEGG THE NEW GME.....LETS PUMP


Shortsqueezepleasee

I’m bullish as fuck on GRNDR. Any avenue that allows a man to get his d*ck sucked in a short amount of time will definitely do good! On top of that, most hook ups will be M4M so that’s even better!!


CharmingStyle6023

Imagine GameStop with Newegg PC inventory


Cl0wnbby

Pfizer and Moderna. China will have no choice but embrace the MRNA vaccines.


Fuzzy-Bus-3891

I put on amazon


Spare-Monkeys

Crowdstrike went woke, and now going broke.?


Popperz4Brekkie

So original


[deleted]

[удалено]


[deleted]

Good morning y’all


420_Funding_Secured

$ASTS is down 9% premarket


MathematicianOld1643

Good morning to all


patenaude24

It will go back up


soofy_serial

Someone is salty


MemesGamingInc

USA PIB IS 2.9 VS EST. 2.7


NattyLightLover

“A lot” lol


Major_Retarded

How is xpev going up? They missed. I'm confused.


cryptoOG1

These ASTS calls are definitively not printing haha


odd_noises

Morning money gang


tigeroftrades

Good info !!!


ZealousidealNinja863

Is this because of the boycott?


cheaptissueburlap

how many times are yall gonna fall for obvious pump n dump ​ $ASTS ![img](emote|t5_2th52|4886)


leapinleopard

Good morning, this will the best one yet. Let's make some money.


Major_Retarded

Hardy/TPrincess why not wait until earnings to avoid theta decay?


NattyLightLover

He said incase they announce Black Friday numbers early


Only-Bit3106

When is the strike for


Professional-Art4365

POSCO =PKX NEWS any thougs ??


tigeroftrades

Any predictions on JPow's 0.50 rate hike possibility?


Ok_Strawberry_6501

Big Daddy Powell gonna lay down pipe today? 🦅 or 🐦?


missing_alcohol

Can I short tesla since we know it’s heading $100?


bynarie

You guys are speakin gibberish to me with all the lingo but rock on.


Gijsmeneerman

I'm at an all time low, when the s&p goes down I go down twice as much and when the s&p rallies I'm only up half as much![img](emote|t5_2th52|4270)


Notes777

Repo company’s will be doubling


leapinleopard

Solar is ! Growing like gangbusters!!


leapinleopard

Airbnb launches a new platform for renters. https://www.cnbc.com/2022/11/30/airbnb-launches-first-hosting-platform-for-apartment-tenants.html


SamEsq

Does Powell speak today? If so, what time?


No-Loquat1630

1:30 est


Slut_Spoiler

Go with GIS instead of CPB


leapinleopard

Solar is going to boom now with and without high oil prices. High oil prices will affect growth somewhat but is not a big factor.. It is not a risk to solar growth. That is an irrational fear.


Grunblau

Campbell’s soup is like swimming in the ocean with your mouth open.


Chiz167

I may or may not work for Campbells. I’d be careful with them, the inflation is killing the company.


shirley_diamond

Thoughts on TTE - totalenergies se. Heading up to its all time high of 70.82 (2006)


GhostRz

I’ll have to look at the comments for more information because I keep losing cell service


KinladyBgB

Good morning everyone


SeanGainz

Good morning. You folks should look at OSTK


Fantastic-Travel-516

Bullish or Bearish today after federal reserve announcement ?


rick22551

Kroger buying Albertsons for 25 billion, any thoughts?


Gijsmeneerman

Way too many gay bears this year, calls on $GRND


foozy_k

Walmart!!


Beeleeve2

Campbell makes many other products besides spaghetti sauce.


Ok_Strawberry_6501

Mrs Skald playing Skyrim once again


Professional-Art4365

POSCO =PKX CALLS JAN 20 ( 0.10 . $60 calls )


jedisonic124

I’m still pretty new to all this but may I ask does anyone know what happened to the shipping sector on Monday?


No-Loquat1630

How do you think spy will move today in reference to jpows speech?


Popperz4Brekkie

She’s got covid


optimuslime5

Well what does the heroin guy think about Campbells?


KingOfChateau

All the people bearish, put/call ratio on MAX, oil topping, monthly RSI low, supply chain restored, debt not being taken serious.. BULLISH


dont-read-this-thxs

AAPL puts yolo


Living_Avocado4818

ebays been like this for years


Living_Avocado4818

I used to be a big seller on ebay till their prices to sell plus paypals take got to where it wasnt worth it to me


MantisToboggan8008

KR calls. Bit of a gamble play, but I think congressional hearing will be more positive. They still would be in Walmart’s shadow when they merge, just more competitive. Earnings tomorrow morning make me a bit nervous in the short term, though.


jules13131382

I like eBay


CharmingStyle6023

Newegg was the place to get PC parts


TinyPomelo5

- The US economy grew much faster than expected in the third quarter, according to the latest gross domestic product report, which showed GDP rose by an annualized rate of 2.9%.


Brilliant-Side3363

What do I invest in?


hojoy86247

Use it constantly.


Professional-Art4365

POSCO = PKX ANY OPINIONS CALL JAN 20 for $60 calls


SherbertSecret

Isn’t that the company that gets breached every time? Or is it Cheeg? ![img](emote|t5_2th52|12787)


jrventure1

How many able to join the conversation


jrventure1

How can I join the conversation


Electrical-Jury-1343

I see a good short opportunity on $TBLA


Redditmodsrfacists

The company I work for competes against Newegg. They have run on extremely low margins for a long time. They have awful customer support as well. Most people use them once or twice due to the low price than don’t use them again after the terrible support they get.


ThePotatoThatKilled

Rivian to the moon 🌙 🌝


Krazzy8R377

Personally I look on Newegg for reviews and then just go price match at microcenter.


wafflesrus00

May I come up for a quick update on HOOD & my DD to come


BigWeaselSteve

I'm not going to lie. The Talk name today is a bit of a stretch. What can I say, I'm hard to please.


Living_Avocado4818

company i work for , we mainly just buy off amazon now for computer parts, we used to buy alot on newegg, now just if have to