All Sources✓
YouTube✓
Twitter✓
Reddit✓
Substack✓
Insider✓
News✓
Loading...
0 selected
All directions✓
▲ Long✓
▼ Short✓
◦ Others✓
Any score✓
LOW+✓
MED+✓
HIGH✓
14:59
Apr 13
Apr 13
ADBE
ADSK
VEEV
▾
Software stock valuations have been driven down by a temporary technical factor related to software credit, creating a buying opportunity as the downward pressure exhausts itself.
"Today I committed to a low normal position in each of ADBE and ADSK."
ADBE LONG
ADSK LONG
VEEV LONG
15:09
Apr 10
Apr 10
PLTR
▾
The author is short Palantir based on previous analysis of its accounting and valuation, as expressed in referenced articles.
"I have been short Palantir since the fall through puts... I now own the June 17 2027 Strike Price 50 Puts and the Decembers 19, 2026 Strike Price 100 Puts. I am not selling these today."
PLTR SHORT
13:58
Mar 26
Mar 26
FMCC
FNMA
▾
The author views the stock as an incredibly cheap common stock that has suffered a severe drop, and believes holding through the pain will eventually lead to a spectacular recovery.
"Yes, I have been buying down here - both Freddie Mac and Fannie Mae."
FMCC LONG
FNMA LONG
Choose Sources
Loading sources...