Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
Why Netflix Will Do Well — And Why I Sold the 105 Put
A Strategic Summary of Netflix’s Warner Bros. Deal After reading Netflix’s Form 425 filing regarding its proposed deal with Warner Bros. Discovery (WBD), my takeaway is simple: this is a strategic, growth-focused move, not a desperate one. Netflix’s leadership is very clear about the rationale. This deal is not about duplication or cost-cutting through studio closures. Instead, it is about complementary strengths. Warner Bros. brings what Netflix historically did not have at scale: • A deep portfolio of iconic franchises • A century-old theatrical distribution engine • A world-class studio operation • A massive film and TV content library Netflix, on the other hand, brings: • Global streaming dominance • Superior data-driven content distribution • Best-in-class technology and personalizati
$ProShares Ultra Silver(AGQ)$ Another week, another post. Not going to drag on since most people are already familiar with the topic if you have been following my posts. Today is not just about AGQ or silver. I have again shared other members from the precious metals group, which align to my thinking 🤔 of what comes next. Silver price on the uptrend making higher highs and higher lows is no longer the news. As I mentioned in my last week's post, this has increasingly becoming a crowded trade. More market participants are growing more concerned rather than confident that silver price might have peaked. This article looks at the other members to dispel this concern. Yes, silver price has been breaking all-ti
$ASCLETIS-B(01672)$ This is one of my current favourite HK-China listed companies. It has been some time since I had shared anything about this company. Fast forward since the last update, its weight loss drug is almost ready, clearing most major obstacles with flying colour. If you see the charts below, the previous spike to $18 and the recent spike to $15 prior to the current correction are both due to the better than expected test data from the weight loss drug, which are significantly better than the current ones in the market from $Novo-Nordisk A/S(NVO)$ and $Eli Lilly(LLY)$ Today's announcement is about another new drug development. An
$HOOD 20251212 109.0 PUT$ I noticed Robinhood's massive recent rally, which was fueled by two major catalysts: its inclusion into the S&P 500 portfolio and the favorable regulatory push for 401(k)s to expand into alternative assets, a move that is set to greatly benefit the platform’s competitive IRA offerings. Feeling that I was a bit late to the trade, I decided to take a cautious entry by selling Cash-Secured Puts (CSPs) at a safe distance from the market price. This approach has paid off perfectly: I placed the contracts safely beneath the recent rally's strong technical support, and the market held firm. All of those deliberately conservative contracts have now expired worthless, allowing me to keep the full pre