MorningWord 9/26/16: Twitter (TWTR) – SubTweet

September 26, 2016 by Dan • Morning Word

In case you missed the stories on Friday, it’s not likely that Twitter (TWTR) remains an independent company much longer. From CNBC’s David Faber: Since founder Jack Dorsey formally returned to the company a year …

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Salesforce (CRM) FQ2 Earnings Preview & Ideas

August 31, 2016 by Dan • Trades and Updates

Event: Salesforce.com (CRM) reports fQ2 results tonight after the close.  The options market is implying about a 5.5% one day move, which is basically inline with the 4 qtr one day average move of 5.3%, …

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FireEye (FEYE) Pre-Earnings Long Alternative

August 4, 2016 by Dan • Trades and Updates

Earlier I highlighted recent price action following earnings in three once loved tech stocks. All have high short interest, all were down sharply from their 52 week highs, and all are now experiencing sharp short …

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Big Printin’ CMCSA, F, GM, MCD

July 19, 2016 by Dan • Commentary

Here is some untied directional options flow that caught my eye in today’s trading: [private] CMCSA: Comcast has been a massive out-performer in 2016, up nearly 20% on the year, despite it’s current dividend yield …

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$TSLA – Solar Storm 

June 29, 2016 by Dan • Trades and Updates

Shares of Tesla (TSLA) have had a fairly volatile year, at its lows in February down 40%, at its highs in April up 90% from those prior lows. So far this year, investors concerns have …

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MorningWord 6/17/16: $VIA Duck

June 17, 2016 by Dan • Morning Word

On Wednesday’s Fast Money on CNBC we had Tom Freston, former CEO of Viacom, to discuss the current board room battle between Sumner Redstone and its board. In case you haven’t been following the drama, …

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$MSFT – Web 2.Oh?!

June 13, 2016 by Dan • Trades and Updates

Earlier today I offered some initial thoughts on Microsoft’s (MSFT) $26.2 billion cash bid for LinedkIn (LNKD), ($MSFT gets $LNKD). In a nutshell, my view is this deal is just another attempt, in a long line of failed attempts …

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