GBA Presents: House of Gummy-!

Take a look at a 1 year of SNOW- you see what I mean.

If it holds here we are going to have to hold our noses and buy.

SNOW Snowflake Inc.

$159.03-0.32(-0.20%)12:40 PM 04/12/24
NYSE |$USD |Realtime
Yeah... I'm watching it. I thought about it, but bought PANW instead earlier. 1/2 as many shares obviously. Both good long term plays, but I like cyber-defense right now. Not a trade, a hold.

I'd be careful with MBLY, I think one of the reasons ODD is down so much is it's in Israel. MBLY might have a decent short squeeze, a big part of the float is short... but I don't see autonomous vehicles gaining traction in the near future. HQ is in Jerusalem.
 
This was a great period in my life. I was out of work and at home and watching this case every day. Could not get enough. I wrote a brilliant article very long and sent it to the New Yorker and the editor wrote me back and told me it was really, really good but they had some damn author reporting fro them.. famous guy--so close. // Man it was funny, the shit I wrote about OJ.. at my peak then...

Ya know it was the the most watched TV event of all time. His verdict. 150MM viewers.

The volume on the NYSE that day... dropped 49%! Trading just basically stopped and everyone watched TV.
 
Yeah... I'm watching it. I thought about it, but bought PANW instead earlier. 1/2 as many shares obviously. Both good long term plays, but I like cyber-defense right now. Not a trade, a hold.

I'd be careful with MBLY, I think one of the reasons ODD is down so much is it's in Israel. MBLY might have a decent short squeeze, a big part of the float is short... but I don't see autonomous vehicles gaining traction in the near future. HQ is in Jerusalem.




Hello Van- I've been crazy busy with the NFL draft stuff-- I missed the PANW idea.
I agree with you on MBLY for some reason it is pushed by HF guys.. they do have their support.
 
The answer may be the other stk he owns SOFI.
If our perrenial dog SNAP actually has a good quarter... it could give a 50% win too. You should get his opinion on it since he probably uses it. Get a Peter Lynch feel for its current popularity. I'm sure on the back end they are streamlining things hand over foot. WS is sick of this bs with them. So if operational costs come down significantly and average daily users increase, assuming they get better at monitizing this.... it could easily hit $16 post earnings. All big if's however.
 
You can buy options in account right? I'll give ya a 50% play.... buy the May $31 puts on MBLY right now at $2. Get 4 of them. $800. Earnings 4/25.
 
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