Layout Classic v2 (beta)
u

u/SnooHedgehogs5162 5.0 3 ideas

Reddit r/stocks
Loading…
Per mention Per thesis
ⓘ First mention per (ticker, direction)
Layout Default A B C D
Avg Return
—
3 thesis opens · 1 long · 2 short
AI/Semi (2) dominates · 2 themes
Best Performer
—
—
Worst Performer
—
—
Theme: · Stance:
#TickerNameStanceConvEntryP&L YTDThemeThesisMentionedSrc
1 META Meta Platforms, Inc. LONG HIGH $670.29 AI/Semi Author states Meta has lowest PE among the five and "already confirmed beat" with 30% ad r… Apr 28 REDDIT
2 AMZN Amazon.com, Inc. SHORT MED $259.69 Consumer Author argues Amazon is at an all-time high, so "no matter what, stock will fall after ear… Apr 28 REDDIT
3 GOOGL Alphabet Inc. (Class A) SHORT MED $349.80 AI/Semi Same reasoning as Amazon – Google is at an all-time high and the author expects a post-ear… Apr 28 REDDIT
Positions
TickerDirEntryP&LDate
META LONG $670.29 Apr 28
AMZN SHORT $259.69 Apr 28
GOOGL SHORT $349.80 Apr 28
Author states Meta has lowest PE among the five and "already confirmed beat" with 30% ad revenue growth vs Google's 18%. The combination of low valuation and superior growth creates a favorable risk/reward for earnings. Bet on Meta’s earnings beat and positive price reaction. Earnings miss, broader tech sell-off, increased competition from TikTok/Reels monetization.
META HIGH Apr 28, 19:32
Key Points
['Lowest PE among mega-cap peers', 'Advertising growth rate accelerating', 'Social media monopoly narrative', 'Earnings "confirmed" by author\'s assertion', 'Short-term catalyst from earnings release']
● Reddit — r/stocks ⏲ short-term Source ↗
April 28, 2026 at 19:32
● u/SnooHedgehogs5162
Reddit r/stocks
Author argues Amazon is at an all-time high, so "no matter what, stock will fall after earnings." The all-time high creates a "sell the news" pattern, with limited upside and potential for disappointment. Short Amazon into earnings expecting a post-announcement drop. Better-than-expected earnings, market rotation into value, AWS growth surprises.
AMZN MED Apr 28, 19:32
Key Points
['At all-time high pre-earnings', 'Author expects "sell the news" reaction', 'No fundamental catalyst cited', 'High risk of short squeeze', 'Short-term tactical trade only']
● Reddit — r/stocks ⏲ short-term Source ↗
April 28, 2026 at 19:32
● u/SnooHedgehogs5162
Reddit r/stocks
Same reasoning as Amazon – Google is at an all-time high and the author expects a post-earnings decline. The all-time high setup makes the stock vulnerable to a profit-taking drop even on a beat. Short Google alongside Amazon for the "fall after earnings" thesis. Strong ad revenue rebound, cloud growth, AI narrative boosting sentiment.
GOOGL MED Apr 28, 19:32
Key Points
['All-time high pre-earnings', 'Author lumps it with Amazon', '"Sell the news" pattern expected', 'No fundamental thesis provided', 'Short-term earnings bet']
● Reddit — r/stocks ⏲ short-term Source ↗
April 28, 2026 at 19:32
● u/SnooHedgehogs5162
Reddit r/stocks
u/SnooHedgehogs5162 (Reddit r/stocks) | 3 trade ideas tracked | META, AMZN, GOOGL | Reddit | Buzzberg