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u/SnooHedgehogs5162 5.0 3 ideas

Reddit r/stocks
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Per mention Per thesis
ⓘ Each mention is one idea
— winrate (30d)  ·  — W / — L  ·  3 positions (30d)
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Recent positions
TickerDirEntryP&LDate
META LONG $670.29 Apr 28
AMZN SHORT $259.69 Apr 28
GOOGL SHORT $349.80 Apr 28
By theme
AI/Semi
2 ideas
Consumer
1 ideas
Top tickers (by frequency)
META 1 ideas
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AMZN 1 ideas
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GOOGL 1 ideas
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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