NYU 25’ RE Development 🏡 - Stock market commentary - sharing ideas 🙏🏼

...in 8 months $VFC $12 to $20 $PEP $129.5 to $155 (now $145) $OSCR $14.2 to $25 (now $15.62) $INTC $20 to $55 $BIDU $83.5 to $165 $SWK $63 to $85 $ASTS $24 to $117 (🙃 didn't buy) $LMND $31 to $96.6 (🙃 didn't buy) $NVO (accumulated all the way to $44) $RIVN $15 to $22.5
Stocks I own & continue to add at current prices: $VFC $12 $PEP $129.5 $OSCR $14.2 $INTC $20 $BIDU $83.5 Stocks I’m watching: $RIVN (Under $15) $SWK (Own a lot at $62.84) $NVO (Own 2 lots $59 & $63) Speculative plays I don’t own but like: $ASTS $LMND
2
1
11
1,381
Luke DiGiovanni (Deeg) retweeted
Show me the INCENTIVE and I'll show you the OUTCOME... $PYPL. Little do most people realize - at the pace they are buying in stock ~15% of the company per year from ~$6B FCF - he could get there ($125/sh) in 3-5yrs with NO GROWTH! However, does this look like no growth to you? BTW, margins starting to expand again. wsj.com/finance/banking/how-…
9
7
133
14,023
$HRL Currently a 5.4% dividend (dividend aristocrat - raising for 60 consecutive years) Turnaround in play, been around since 1891 - they’ll figure it out. Good defensive name to have for the next 3-5 years. 💥Thank me later - I own at $22
If you had to recommend one stock to buy right now to a family member, what would it be? It should not be risky, recommendations to family members will haunt you.
5
298
Just shared my first options alert in my FREE discord! PM if interested 🙏🏼 $BABA $NVDA $PYPL $WMT $PEP
7
455
$AAP EPS beat was carried by tariff refunds ($0.31/share). Strip those out = missed expectations. Revenue guidance also missed. DIY demand weak. BUT: aggressive cost-cutting is driving margins higher. If consumer recovers, revenue growth gets amplified by their lean structure.
$AAP Reports earnings tomorrow morning - rockets off of good numbers
5
407
$AAP Reports earnings tomorrow morning - rockets off of good numbers
$AAP Looks primed - Massive move comes over $70
3
712
$BAX Averaged down to $2.18 a con - sold 99% this morning from $4.8 to $4.3 Holding full common equity position
$BAX I have begun to avg down my Jan.2027 $27.5C from 3.1 to 2.48 -> down 25% here & will add more - In hindsight it would have been a lot smarter to avg down right after ER but it is what it is & I am still confident
3
233
$AAP Looks primed - Massive move comes over $70
1
1
383
$JD 1D & 1M Targets🎯: $35.62, $37.57, $43.62, Space If the China theme heats up & this runs anything like $BABA & $BIDU did last summer I think we may be in for an insane run
$JD possible gap fill to $29 then $35 in the summer Long $PDD at $98
3
583
$JD possible gap fill to $29 then $35 in the summer Long $PDD at $98
$JD Inverse head & shoulders Relative strength compared to other Chinese peers Ripping on high volume unlike majority of market (22.26M vs 10.25M avg) Targeting $35 sooner than later
3
1,602
$JD Inverse head & shoulders Relative strength compared to other Chinese peers Ripping on high volume unlike majority of market (22.26M vs 10.25M avg) Targeting $35 sooner than later
$JD & $NIO are the best performing Chinese equities YTD — and the rest of the space is still asleep Wouldn’t it be nice to be long leaps 😏 $KWEB $BABA $BIDU $PDD $MPNGY $TCEHY
3
1,537
$JD & $NIO are the best performing Chinese equities YTD — and the rest of the space is still asleep Wouldn’t it be nice to be long leaps 😏 $KWEB $BABA $BIDU $PDD $MPNGY $TCEHY
1
6
1,135
$OPRA +20% $300mm buyback with $1.35bn MC Raised FY revenue guide ($690m → $720–735m) 9% stake in OPay (last ~$2.7–3B valuation) MiniPay active users +30% 24% EBITDA margin 6.2% dividend Zero debt
$OPRA owns the Opera browser (~300M MAUs), monetized via Google search rev-share, ads, and emerging-market fintech. Up 18% today after FY revenue guidance was raised from $162–165M to $170M. I have a small FAFO position in the mid $15s - LT targets $21 & $28
2
7
350
$PFE Looks great - All out of calls 2.55 to 3.8 (+49%) - Holding commons at +10.5%
$PFE Bounced off the lower wedge & sending - after trims, which lowered my basis, I am now up 42% & taking more options off
3
344
$BAX up 11.2% from this post 8 days ago - Reports Thursday morning - Good luck friends
$BAX - 1D suggests a short-term upside move, while the 1M MACD is close to flipping bullish. Need I remind you what tends to follow? Look at what happened to $CRK & $VFC when this turned 🚀 Earnings on the 12th - any sign of improvement & this can fly - I have commons & leaps
1
4
1,247
$XRAY +23.65% from entry
$XRAY 4H - looks good to go again, let's see if we can get a break above $13 soon - In at low $11's
4
364
Peekaboo $DEO - Took profits on some shares & will hold the rest @ $85 (+17%) with 4.19% dividend
1
5
226
$AXON A friend asked me to take a look at this on 1/29/26 - I did some TA & said "if $508 breaks I'd prepare myself for $424." Today it is trading nearly $100 lower at $412 - don't let anyone tell you TA is meaningless - Hindsight bias.. but oooo I should have shorted.
8
1,708
Relative strength today $BAX +5.62% (commons +6.91% | 2027 options red) $XRAY +4.50% (commons +10.48%) $DEO +4.45% (commons +13.42%) $PFE +3.91% (Options +40%.. sold 3/4th | commons +7%) $PEP +2.04% (sold 1/3 position +27%) $VFC +1.33% (commons +80.36%)
2
9
628