To The Moon

With earnings season just two weeks away, sentiment is generally positive. Netflix$Netflix(NFLX)$ , for example, posted a million-dollar call in earnings week.$NFLX 20220722 205.0 CALL$

Netflix is expected to lose another 2 million subscribers after another dismal quarter. On the other hand, if earnings don't get worse, stocks are likely to rise. The company's forward guidance is expected to be upbeat, given the second half's blockbuster The Hunter.

But if you think about it, if Netflix can grow, wouldn't it be better to buy something else?

But it is not good to say, now the market is still quite respectful of the old love the young, who fell more who rose first.

Several bulk orders with similar logic：

• $SNOW 20220819 120.0 CALL$
• ​$GILD 20220916 62.5 CALL$
• ​$PYPL 20220729 85.0 CALL$

Let's talk about the $Li Auto(LI)$ . Since China announced three new energy policies on May 31, the new energy sector has become the leader. Unfortunately, I was so focused on the Fed CPI that I didn't pay much attention to the aftereffects of this policy and missed the rally.

LI is a tough price to buy at the moment, and it is difficult to find a reasonable target price for option moves: the strike price rises with the stock price.

For example, call had a $32 price target for a large order on June 10$LI 20230120 32.0 CALL$

On June 15th, the strike price rose to 38 $LI 20221216 38.0 CALL$, which I think is a reasonable target price.But by yesterday, the price had risen to $50. That's not an exaggeration in terms of ideal sideways timing, but I still think the stock is going up too fast.$LI 20230120 50.0 CALL$

sell put：

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