UPBOptionMil

$IREN up 10% so far this week. The fun with options doesn't happen on the first 7% gain. Or the next 3% gain for the stock. Its the next 10%... 20%... 30%. When the call you bought that expires in 5 days when it was 20% out-of-the-money is all of a sudden 5% out of the money, and then in-the-money. When the call was 100% and now it is 1,000%. Any sane person sells at 100%. The hold is always the hardest. What crazy person holds a position up 2,000% knowing one tweet from POTUS can send it to zero in a flash? Some quick thoughts on a Wednesday morning. Let's see how insane I get today...

1 day before a binary event and you take the time to adjust your price target 0.24%? $RBLX

$RBLX says HI!

$VRT beat and raise EPS $2.21 vs. $1.83 est. Revenues $4.313B vs. $3.760B est. Raises EPS Guidance from $6.65-$6.75 to $7.15 vs $6.74 est. Raises FY2026 revenue guidance from $14.000B to $14.650B vs $14.016B est.

I still don't get the 14%+ short interest on $FSLY nor how it trades down here... It's as if the stock broke after its IPO It trades like a value stock... 5x's revenues yet its growing 20%+ If $FSLY was valued like $NET it's a $200 stock Maybe one day... for now its over its 50dma with $30 up next...

Morning Rant -> Monday 43 - 0 Black Monday youtube.com/watch?v=FwL2lUw4… $LULU

Good Morning! "Believe you can and you’re halfway there." – Theodore Roosevelt

$RBLX PT raised to $55 from $48 at Wedbush - keeps Neutral rated

Equal-weighted S&P was up .77% yesterday vs. -1.21% weighted Equal-weighted S&P up 4.89% in October vs. +0.16% weighted $SPY

Despite the 1.2% fall on the S&P yesterday, 10% more stocks broke back over their 50dma. $SPY

Good Morning! “Clothes make the man. Naked people have little or no influence on society.” – Mark Twain

$TEM Tempus Announces Multi-Year Collaboration with Moderna and Merck

Good Morning! “The difference between try and triumph is just a little umph!”

$NXT PT lowered to $121 from $132 at $C - keeps Buy rated

Good Morning! “Sarcasm is the body’s natural defense against stupidity.”

Afternoon Rant - $TEM Bags, $SPCX Bags youtube.com/watch?v=LASGmaDo…

My Top 5 stocks for 2026 sport an average gain of 41.20% with 3 months left. The irony is if you asked me in January which one would perform the best of the bunch, I would likely have said $LHX , yet here it is the laggard It is down 17.7% so far. Think that is about to change... optionmillionaires.com/top-5…

$NBIS and $CRWV initiated with Outperform ratings at William Blair

$NFLX upgraded to Buy from Hold w/ $95 PT at Deutsche Bank