Tale of two cities

Apple unusually weak. Downgrades shouldn’t have hit it this hard

I’ve entered the fubo trade with a “for fun” position

Sooner or later iPhone won't sell because it's practically the same model as previously, then again this has been parroted for the past five years, so who knows when it's going to happen.

netflix wow

Downside protection kind of day

Selling covered calls , short duration

Apple does about $90 billion in buy backs every year.

If you add the last 10 years, over $500 billion+ bought back. Even with share based comp like RSUs. Share count goes down.

So FCF = still go up.

^^

big news from china, deepseek news essentially trying to derail the western ai hype.

western tech expected to lose $1trillion in market value based on futures lol

are you an oracle?

This post was edited by Budgeting on Jan 27 2025 08:25am

Good call .. nailed the timeline

This choppy ass market keeps stopping me out lol

Will wait a bit before redeployment. Usually a few more downs after a big gap down

No just simple seasonality

I think buy today. I rebought all my covered calls this morning at 75% off

Think We going up next couple weeks

Apple outperformance often times marks temporary bottoms, today could be a reversal day for it

Bond yields down

Bond market tells no lies