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June 20, 2019 by Dan • Trade Ideas

On Friday I updated a bearish view on semiconductor stocks (SMH – Chips and Dip?) suggesting… Not much in mind has changed in the space since late April, the company-specific issues that have hit names …

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June 17, 2019 by Dan • Trade Ideas

Adobe (ADBE) will report their fiscal Q2 results tomorrow after the close. The options market is implying about a 4% one-day move Wednesday, which is in line with the average one-day post-earnings move over the …

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June 14, 2019 by Dan • Trade Ideas

On April 25th prior to Intel’s (INTC) Q1 earnings, I laid out a bearish case for semiconductor stocks: And here was the trade idea: To quote the dude, this aggression will not stand man! BEARISH …

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June 13, 2019 by Dan • Trade Ideas

Shares of file storage company Dropbox (DBX) are trading up 4% today on news that the company is relaunching as a sort of “Cloud OS”, per TechCrunch: Dropbox  is evolving from a file-storage system to an …

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