Hello everyone! Today i want to share some trading ideas with you!
1
Has $Lemonade, Inc.(LMND)$ become one of the more manipulated stocks in the market?
-24% today on a beat and guidance raise.
- Last 2 quarters we saw +15% moves pre-market only to finish the day negative 10%.
Big picture look at the trends:
-> LAE to 5%
-> GLR at 60%
-> Adj. EBITDA profitability in Q4
-> Premium per customer up
2
Before anyone starts to lose faith in their holdings post earnings report sell offs...
Just realize $Bloom Energy Corp(BE)$ probably couldn't have produced a better ER if they tried.
And they're now down 7% from reporting.
The CEO even said "our engagement with customers suggests that the pace of investment will not just continue but accelerate."
This is one of the worst momentum sell offs and deleveraging events seen.
Hang tight and know what you own.
3
People fail to get excited about stocks when they're down.
Only a few on here actually show their conviction when stocks are down.
Like when I said $Credo Technology Group Holding Ltd(CRDO)$ was the most asymmetric bet at $100.
Or when continuously mentioned $Ouster Inc.(OUST)$ on every red day ~$20.
$Applied Optoelectronics(AAOI)$ is that next asymmetric bet at sub $6.5B MC.
As they target $471M monthly transceiver revenue / $5.6B annual revenue.
That puts them at 1.16x Fwd sales.
Whilst set to 12x revenue in 2 years.
No stocks in the entire market are anywhere near this.
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